Josh Gottheimer (NJ05)
Every trade Josh Gottheimer reported in a Periodic Transaction Report to the House Clerk in the reports read here, newest first. Amounts are bands; totals are estimates from their midpoints.
Trades
556
in 225 stocks
Bought
~$26.26M
185 purchases
Sold
~$24.57M
371 sales
Latest
2026-09-25
trade date
Trades
| Asset | Trade | Amount | Traded | Filed | Source |
|---|---|---|---|---|---|
| MCDMcDonald's Corporation Common Stock | Partial sale Joint | $1K–$15K | 2026-09-25 | 2026-10-07 | Report |
| AMATApplied Materials, Inc. - Common Stock | Sale Joint | $1K–$15K | 2026-09-15 | 2026-10-07 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $250K–$500K | 2026-08-14 | 2026-09-14 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $500K–$1M | 2026-08-14 | 2026-09-14 | Report |
| MSFTMicrosoft Corporation - Common Stock | Sale Joint | $250K–$500K | 2026-08-14 | 2026-09-14 | Report |
| MSFTMicrosoft Corporation - Common Stock | Sale Joint | $500K–$1M | 2026-08-14 | 2026-09-14 | Report |
| AMATApplied Materials, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2026-08-06 | 2026-09-14 | Report |
| QSRRestaurant Brands International Inc. Common Shares | Purchase Joint | $1K–$15K | 2026-08-06 | 2026-09-14 | Report |
| GOOGMShare of Series A Mandatory Convertible Preferred Stock | Purchase | $1K–$15K | 2026-07-24 | 2026-08-10 | Report |
| GOOGNShare of Series B Mandatory Convertible Preferred Stock | Purchase | $1K–$15K | 2026-07-24 | 2026-08-10 | Report |
| GOOGNShare of Series B Mandatory Convertible Preferred Stock | Purchase | $1K–$15K | 2026-07-23 | 2026-08-10 | Report |
| CCICrown Castle Inc. Common Stock | Sale Joint | $1K–$15K | 2026-07-23 | 2026-08-10 | Report |
| NICENICE Ltd - American Depositary Shares each representing one Ordinary Share | Purchase Joint | $1K–$15K | 2026-07-20 | 2026-08-10 | Report |
| SAILSailPoint Technologies Holdings, Inc. | Purchase Joint | $1K–$15K | 2026-07-20 | 2026-08-10 | Report |
| GTLSChart Industries, Inc. | Sale Joint | $1K–$15K | 2026-07-17 | 2026-08-10 | Report |
| MNSTMonster Beverage Corporation - Common Stock | Purchase Joint | $1K–$15K | 2026-07-17 | 2026-08-10 | Report |
| IBMInternational Business Machines Corporation Common Stock | Sale Joint | $1K–$15K | 2026-07-16 | 2026-08-10 | Report |
| PANWPalo Alto Networks, Inc. | Purchase Joint | $1K–$15K | 2026-07-16 | 2026-08-10 | Report |
| CRWDCrowdStrike Holdings, Inc. - Class A Common Stock | Purchase Joint | $1K–$15K | 2026-07-15 | 2026-08-10 | Report |
| IBMInternational Business Machines Corporation Common Stock | Partial sale Joint | $1K–$15K | 2026-07-15 | 2026-08-10 | Report |
| FNFabrinet Ordinary Shares | Sale Joint | $1K–$15K | 2026-07-14 | 2026-08-10 | Report |
| NTDOYNintendo Co Ltd ADR | Partial sale Joint | $1K–$15K | 2026-06-17 | 2026-07-07 | Report |
| INSMInsmed Incorporated - Common Stock | Partial sale Joint | $1K–$15K | 2026-06-10 | 2026-07-07 | Report |
| ADCAgree Realty Corporation Common Stock | Sale Joint | $1K–$15K | 2026-06-01 | 2026-07-07 | Report |
| BABAAmerican Depositary Shares each representing eight Ordinary share | Sale | $1K–$15K | 2026-06-01 | 2026-07-07 | Report |
| BKNGBooking Holdings Inc. - Common Stock | Sale Joint | $1K–$15K | 2026-06-01 | 2026-07-07 | Report |
| NSRGYNESTLE S.A S/ADR | Partial sale Joint | $1K–$15K | 2026-06-01 | 2026-07-07 | Report |
| NVZMYNOVONESIS B UNSP/ADR | Sale Joint | $1K–$15K | 2026-06-01 | 2026-07-07 | Report |
| ABTAbbott Laboratories Common Stock | Partial sale Joint | $1K–$15K | 2026-05-27 | 2026-06-03 | Report |
| INTUIntuit Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2026-05-22 | 2026-06-03 | Report |
| LITELumentum Holdings Inc. - Common Stock | Purchase Joint | $1K–$15K | 2026-05-22 | 2026-06-03 | Report |
| MUMicron Technology, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2026-05-21 | 2026-06-03 | Report |
| ADIAnalog Devices, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2026-05-19 | 2026-06-03 | Report |
| MSFTMicrosoft Corporation - Common Stock | Sale Joint | $250K–$500K | 2026-05-19 | 2026-06-03 | Report |
| MSFTMicrosoft Corporation - Common Stock | Sale Joint | $500K–$1M | 2026-05-19 | 2026-06-03 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $250K–$500K | 2026-05-19 | 2026-06-03 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $500K–$1M | 2026-05-19 | 2026-06-03 | Report |
| TPHTri Pointe Homes, Inc. Common Stock | Sale Joint | $1K–$15K | 2026-05-15 | 2026-06-03 | Report |
| NSRGYNESTLE S.A S/ADR | Partial sale Joint | $1K–$15K | 2026-05-14 | 2026-06-03 | Report |
| PANWPalo Alto Networks, Inc. | Purchase Joint | $1K–$15K | 2026-05-14 | 2026-06-03 | Report |
| SNDKSandisk Corporation - Common Stock When-Issued | Purchase Joint | $1K–$15K | 2026-05-07 | 2026-06-03 | Report |
| ABBVAbbVie Inc. Common Stock | Sale Joint | $1K–$15K | 2026-05-05 | 2026-06-03 | Report |
| AMDAdvanced Micro Devices, Inc. | Purchase Joint | $1K–$15K | 2026-05-05 | 2026-06-03 | Report |
| NSRGYNESTLE S.A S/ADR | Partial sale Joint | $1K–$15K | 2026-05-05 | 2026-06-03 | Report |
| BRK-BBerkshire Hathaway Inc. New Common Stock | Partial sale Joint | $1K–$15K | 2026-05-04 | 2026-06-03 | Report |
| BRK-BBerkshire Hathaway Inc. New Common Stock | Partial sale Joint | $1K–$15K | 2026-05-04 | 2026-06-03 | Report |
| TWLOTwilio Inc. Class A Common Stock | Purchase Joint | $1K–$15K | 2026-05-04 | 2026-06-03 | Report |
| FNFabrinet Ordinary Shares | Purchase Joint | $1K–$15K | 2026-05-01 | 2026-06-03 | Report |
| MMM3M Company Common Stock | Partial sale Joint | $1K–$15K | 2026-04-28 | 2026-05-19 | Report |
| AMDAdvanced Micro Devices, Inc. | Purchase Joint | $1K–$15K | 2026-04-27 | 2026-05-19 | Report |
| IBMInternational Business Machines Corporation Common Stock | Partial sale Joint | $1K–$15K | 2026-04-24 | 2026-05-19 | Report |
| NOWServiceNow, Inc. Common Stock | Sale Joint | $1K–$15K | 2026-04-24 | 2026-05-19 | Report |
| AMDAdvanced Micro Devices, Inc. | Purchase Joint | $1K–$15K | 2026-04-23 | 2026-05-19 | Report |
| GSGoldman Sachs Group, Inc. | Purchase Joint | $1K–$15K | 2026-04-16 | 2026-05-19 | Report |
| FCXFreeport-McMoRan, Inc. Common Stock | Purchase Joint | $1K–$15K | 2026-04-15 | 2026-05-19 | Report |
| HDBHDFC Bank Limited Common Stock | Partial sale Joint | $1K–$15K | 2026-04-13 | 2026-05-19 | Report |
| INTAIntapp, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2026-04-13 | 2026-05-19 | Report |
| ALLYAlly Financial Inc. Common Stock | Sale Joint | $1K–$15K | 2026-04-09 | 2026-05-19 | Report |
| TAT&T Inc. | Sale Joint | $1K–$15K | 2026-04-09 | 2026-05-19 | Report |
| DRIDarden Restaurants, Inc. Common Stock | Sale Joint | $15K–$50K | 2026-04-09 | 2026-05-19 | Report |
| DLTRDollar Tree, Inc. - Common Stock | Sale Joint | $1K–$15K | 2026-04-09 | 2026-05-19 | Report |
| FFord Motor Company Common Stock | Sale Joint | $15K–$50K | 2026-04-09 | 2026-05-19 | Report |
| GSGoldman Sachs Group, Inc. | Sale Joint | $15K–$50K | 2026-04-09 | 2026-05-19 | Report |
| HDHome Depot, Inc. | Sale Joint | $15K–$50K | 2026-04-09 | 2026-05-19 | Report |
| MKTXMarketAxess Holdings, Inc. - Common Stock | Sale Joint | $1K–$15K | 2026-04-09 | 2026-05-19 | Report |
| MLMMartin Marietta Materials, Inc. Common Stock | Sale Joint | $15K–$50K | 2026-04-09 | 2026-05-19 | Report |
| PFGCPerformance Food Group Company Common Stock | Sale Joint | $15K–$50K | 2026-04-09 | 2026-05-19 | Report |
| SYFSynchrony Financial Common Stock | Sale Joint | $15K–$50K | 2026-04-09 | 2026-05-19 | Report |
| TSCOTractor Supply Company - Common Stock | Sale Joint | $15K–$50K | 2026-04-09 | 2026-05-19 | Report |
| VLYValley National Bancorp | Sale Joint | $1K–$15K | 2026-04-09 | 2026-05-19 | Report |
| CBZCBIZ, Inc. Common Stock | Purchase Joint | $1K–$15K | 2026-04-06 | 2026-05-19 | Report |
| FWRGFirst Watch Restaurant Group, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2026-04-06 | 2026-05-19 | Report |
| NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Purchase Joint | $1K–$15K | 2026-04-06 | 2026-05-19 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $50K–$100K | 2026-03-25 | 2026-04-08 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $500K–$1M | 2026-03-25 | 2026-04-08 | Report |
| CCICrown Castle Inc. Common Stock | Partial sale Joint | $1K–$15K | 2026-03-24 | 2026-04-08 | Report |
| XNGSYEEN ENERGY HLDGS UNSP/ADR | Partial sale Joint | $1K–$15K | 2026-03-24 | 2026-04-08 | Report |
| FNFabrinet Ordinary Shares | Purchase Joint | $1K–$15K | 2026-03-24 | 2026-04-08 | Report |
| ALCAlcon Inc. Ordinary Shares | Sale Joint | $1K–$15K | 2026-03-12 | 2026-04-08 | Report |
| HDBHDFC Bank Limited Common Stock | Partial sale Joint | $1K–$15K | 2026-03-12 | 2026-04-08 | Report |
| IFNNYInfineon Technologies AG | Sale Joint | $1K–$15K | 2026-03-12 | 2026-04-08 | Report |
| INTAIntapp, Inc. - Common Stock | Sale Joint | $1K–$15K | 2026-03-12 | 2026-04-08 | Report |
| LZBLa-Z-Boy Incorporated Common Stock | Sale Joint | $1K–$15K | 2026-03-12 | 2026-04-08 | Report |
| SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | Purchase Joint | $1K–$15K | 2026-03-10 | 2026-04-08 | Report |
| NOWServiceNow, Inc. Common Stock | Purchase Joint | $1K–$15K | 2026-03-06 | 2026-04-08 | Report |
| APDAir Products and Chemicals, Inc. Common Stock | Purchase Joint | $1K–$15K | 2026-03-05 | 2026-04-08 | Report |
| CBZCBIZ, Inc. Common Stock | Sale Joint | $1K–$15K | 2026-03-05 | 2026-04-08 | Report |
| COLBColumbia Banking System, Inc. - Common Stock | Sale Joint | $1K–$15K | 2026-03-05 | 2026-04-08 | Report |
| FWRGFirst Watch Restaurant Group, Inc. - Common Stock | Sale Joint | $1K–$15K | 2026-03-05 | 2026-04-08 | Report |
| NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Partial sale Joint | $1K–$15K | 2026-03-05 | 2026-04-08 | Report |
| PHRPhreesia, Inc. Common Stock | Sale Joint | $1K–$15K | 2026-03-05 | 2026-04-08 | Report |
| IFNNYInfineon Technologies AG | Purchase Joint | $1K–$15K | 2026-02-27 | 2026-03-16 | Report |
| PANWPalo Alto Networks, Inc. | Sale Joint | $1K–$15K | 2026-02-27 | 2026-03-16 | Report |
| FSSFederal Signal Corporation Common Stock | Purchase Joint | $1K–$15K | 2026-02-26 | 2026-03-16 | Report |
| INTUIntuit Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2026-02-20 | 2026-03-16 | Report |
| CVNACarvana Co. Class A Common Stock | Partial sale Joint | $1K–$15K | 2026-02-18 | 2026-03-16 | Report |
| VVisa Inc. | Partial sale Joint | $1K–$15K | 2026-02-18 | 2026-03-16 | Report |
| CMICummins Inc. Common Stock | Purchase Joint | $1K–$15K | 2026-02-05 | 2026-03-16 | Report |
| GEVGE Vernova Inc. Common Stock | Purchase Joint | $1K–$15K | 2026-02-05 | 2026-03-16 | Report |
| UNHUnitedHealth Group Incorporated Common Stock | Purchase Joint | $1K–$15K | 2026-02-05 | 2026-03-16 | Report |
| NETCloudflare, Inc. Class A Common Stock | Sale Joint | $1K–$15K | 2026-02-04 | 2026-03-16 | Report |
| XOMExxon Mobil Corporation Common Stock | Purchase Joint | $1K–$15K | 2026-02-04 | 2026-03-16 | Report |
| FICOFair Isaac Corporation Common Stock | Sale Joint | $1K–$15K | 2026-02-04 | 2026-03-16 | Report |
| MRKMerck & Company, Inc. Common Stock | Purchase Joint | $1K–$15K | 2026-02-04 | 2026-03-16 | Report |
| XOMExxon Mobil Corporation Common Stock | Purchase Joint | $1K–$15K | 2026-02-02 | 2026-03-16 | Report |
| MSFTMicrosoft Corporation - Common Stock | Partial sale Joint | $1K–$15K | 2026-02-02 | 2026-03-16 | Report |
| MNSTMonster Beverage Corporation - Common Stock | Purchase Joint | $1K–$15K | 2026-02-02 | 2026-03-16 | Report |
| NOWServiceNow, Inc. Common Stock | Sale Joint | $1K–$15K | 2026-01-30 | 2026-02-26 | Report |
| UBERUber Technologies, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2026-01-30 | 2026-02-26 | Report |
| GILDGilead Sciences, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2026-01-27 | 2026-02-26 | Report |
| ICEIntercontinental Exchange Inc. Common Stock | Purchase Joint | $1K–$15K | 2026-01-26 | 2026-02-26 | Report |
| NSRGYNESTLE S.A S/ADR | Partial sale Joint | $1K–$15K | 2026-01-26 | 2026-02-26 | Report |
| SNDRSchneider National, Inc. Common Stock | Sale Joint | $1K–$15K | 2026-01-26 | 2026-02-26 | Report |
| NOWServiceNow, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-12-17 | 2026-01-14 | Report |
| LNGCheniere Energy, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-12-12 | 2026-01-14 | Report |
| UBERUber Technologies, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-12-11 | 2026-01-14 | Report |
| APDAir Products and Chemicals, Inc. Common Stock | Partial sale Joint | $15K–$50K | 2025-12-08 | 2026-01-14 | Report |
| UTZUtz Brands Inc Class A Common Stock | Sale Joint | $1K–$15K | 2025-12-08 | 2026-01-14 | Report |
| CVLTCommvault Systems, Inc. - Common Stock | Sale Joint | $1K–$15K | 2025-12-05 | 2026-01-14 | Report |
| MTHRYM3 INC UNSP/ADR | Sale Joint | $1K–$15K | 2025-12-05 | 2026-01-14 | Report |
| SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | Sale Joint | $1K–$15K | 2025-12-05 | 2026-01-14 | Report |
| SSMXYSYSMEX CORP UNSP/ASDR | Partial sale Joint | $1K–$15K | 2025-12-05 | 2026-01-14 | Report |
| DASTYDASSAULT SYSTEMES SA ADR | Partial sale Joint | $1K–$15K | 2025-11-21 | 2025-12-29 | Report |
| BHPBHP Group Limited American Depositary Shares | Sale Joint | $1K–$15K | 2025-11-19 | 2025-12-29 | Report |
| EWEdwards Lifesciences Corporation Common Stock | Sale Joint | $1K–$15K | 2025-11-19 | 2025-12-29 | Report |
| FISFidelity National Information Services, Inc. Common Stock | Sale Joint | $15K–$50K | 2025-11-19 | 2025-12-29 | Report |
| HDHome Depot, Inc. | Sale Joint | $1K–$15K | 2025-11-19 | 2025-12-29 | Report |
| HUBSHubSpot, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-11-19 | 2025-12-29 | Report |
| KKRKKR & Co. Inc. Common Stock | Sale Joint | $1K–$15K | 2025-11-19 | 2025-12-29 | Report |
| CSWCSW Industrials, Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-11-17 | 2025-12-29 | Report |
| MMM3M Company Common Stock | Partial sale Joint | $1K–$15K | 2025-10-20 | 2025-11-17 | Report |
| NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Purchase Joint | $1K–$15K | 2025-10-17 | 2025-11-17 | Report |
| NICENICE Ltd - American Depositary Shares each representing one Ordinary Share | Purchase Joint | $1K–$15K | 2025-10-17 | 2025-11-17 | Report |
| ICEIntercontinental Exchange Inc. Common Stock | Sale Joint | $1K–$15K | 2025-10-16 | 2025-11-17 | Report |
| MTHRYM3 INC UNSP/ADR | Purchase Joint | $1K–$15K | 2025-09-30 | 2025-10-15 | Report |
| CVLTCommvault Systems, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-09-23 | 2025-10-15 | Report |
| BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock | Sale Joint | $1K–$15K | 2025-09-23 | 2025-10-15 | Report |
| DEODiageo plc Common Stock | Sale Joint | $1K–$15K | 2025-09-22 | 2025-10-15 | Report |
| IRTIndependence Realty Trust, Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-09-22 | 2025-10-15 | Report |
| NTRANatera, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-09-22 | 2025-10-15 | Report |
| SSMXYSYSMEX CORP UNSP/ASDR | Purchase Joint | $1K–$15K | 2025-09-22 | 2025-10-15 | Report |
| TNDMTandem Diabetes Care, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-09-22 | 2025-10-15 | Report |
| TTDThe Trade Desk, Inc. - Class A Common Stock | Sale Joint | $1K–$15K | 2025-09-11 | 2025-10-15 | Report |
| ISRGIntuitive Surgical, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-09-03 | 2025-10-15 | Report |
| NTRANatera, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-08-22 | 2025-09-05 | Report |
| SSMXYSYSMEX CORP UNSP/ASDR | Partial sale Joint | $1K–$15K | 2025-08-21 | 2025-09-05 | Report |
| IBMInternational Business Machines Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-08-12 | 2025-09-05 | Report |
| VVisa Inc. | Partial sale Joint | $1K–$15K | 2025-08-12 | 2025-09-05 | Report |
| VVisa Inc. | Partial sale Joint | $1K–$15K | 2025-08-01 | 2025-09-05 | Report |
| WMTWalmart Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-07-28 | 2025-08-11 | Report |
| IBMInternational Business Machines Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-07-25 | 2025-08-11 | Report |
| NTRANatera, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-07-22 | 2025-08-11 | Report |
| ABTAbbott Laboratories Common Stock | Partial sale Joint | $1K–$15K | 2025-07-18 | 2025-08-11 | Report |
| IRTIndependence Realty Trust, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-07-16 | 2025-08-11 | Report |
| VVisa Inc. | Partial sale Joint | $1K–$15K | 2025-07-14 | 2025-08-11 | Report |
| SWTXSpringWorks Therapeutics, Inc. - common stock | Sale Joint | $1K–$15K | 2025-07-02 | 2025-08-11 | Report |
| VVisa Inc. | Partial sale Joint | $1K–$15K | 2025-06-26 | 2025-07-16 | Report |
| AVGOBroadcom Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-06-25 | 2025-07-16 | Report |
| VVisa Inc. | Partial sale Joint | $1K–$15K | 2025-06-25 | 2025-07-16 | Report |
| COPConocoPhillips Common Stock | Partial sale Joint | $1K–$15K | 2025-06-24 | 2025-07-16 | Report |
| NVDANVIDIA Corporation - Common Stock | Purchase Joint | $1K–$15K | 2025-06-24 | 2025-07-16 | Report |
| VVisa Inc. | Partial sale Joint | $1K–$15K | 2025-06-24 | 2025-07-16 | Report |
| CVNACarvana Co. Class A Common Stock | Purchase Joint | $1K–$15K | 2025-06-20 | 2025-07-16 | Report |
| NETCloudflare, Inc. Class A Common Stock | Purchase Joint | $1K–$15K | 2025-06-20 | 2025-07-16 | Report |
| MCDMcDonald's Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-06-20 | 2025-07-16 | Report |
| VVisa Inc. | Partial sale Joint | $1K–$15K | 2025-06-20 | 2025-07-16 | Report |
| INSMInsmed Incorporated - Common Stock | Purchase Joint | $1K–$15K | 2025-06-16 | 2025-07-16 | Report |
| CBChubb Limited Common Stock | Purchase Joint | $1K–$15K | 2025-06-13 | 2025-07-16 | Report |
| TSLATesla, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-06-05 | 2025-07-16 | Report |
| CRMSalesforce, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-06-04 | 2025-07-16 | Report |
| UNPUnion Pacific Corporation Common Stock | Sale Joint | $1K–$15K | 2025-06-04 | 2025-07-16 | Report |
| AKAMAkamai Technologies, Inc. - Common Stock | Sale Joint | $1K–$15K | 2025-06-03 | 2025-07-16 | Report |
| FISFidelity National Information Services, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-06-03 | 2025-07-16 | Report |
| PFEPfizer, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-06-03 | 2025-07-16 | Report |
| TSLATesla, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-05-29 | 2025-06-11 | Report |
| APPApplovin Corporation - Class A Common Stock | Purchase Joint | $1K–$15K | 2025-05-28 | 2025-06-11 | Report |
| GLWCorning Incorporated Common Stock | Purchase Joint | $1K–$15K | 2025-05-28 | 2025-06-11 | Report |
| UPSUnited Parcel Service, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-05-28 | 2025-06-11 | Report |
| TSLATesla, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-05-27 | 2025-06-11 | Report |
| SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | Purchase Joint | $1K–$15K | 2025-05-23 | 2025-06-11 | Report |
| ZTOZTO Express | Sale Joint | $1K–$15K | 2025-05-23 | 2025-06-11 | Report |
| ABBVAbbVie Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-05-22 | 2025-06-11 | Report |
| ASMLASML Holding N.V. - New York Registry Shares | Purchase Joint | $1K–$15K | 2025-05-22 | 2025-06-11 | Report |
| GLWCorning Incorporated Common Stock | Purchase Joint | $1K–$15K | 2025-05-22 | 2025-06-11 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $1K–$15K | 2025-05-22 | 2025-06-11 | Report |
| CRMSalesforce, Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-05-22 | 2025-06-11 | Report |
| TELTE Connectivity plc Ordinary Shares | Purchase Joint | $1K–$15K | 2025-05-22 | 2025-06-11 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $1K–$15K | 2025-05-21 | 2025-06-11 | Report |
| TSLATesla, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-05-16 | 2025-06-11 | Report |
| TSLATesla, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-05-15 | 2025-06-11 | Report |
| UBERUber Technologies, Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-05-15 | 2025-06-11 | Report |
| CLPBYCOLOPLAST AS SP/ADR | Sale Joint | $1K–$15K | 2025-05-14 | 2025-06-11 | Report |
| FIFiserv, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-05-14 | 2025-06-11 | Report |
| GILDGilead Sciences, Inc. - Common Stock | Sale Joint | $1K–$15K | 2025-05-14 | 2025-06-11 | Report |
| UNICYUNICHARM CORP S/ADR | Partial sale Joint | $1K–$15K | 2025-05-14 | 2025-06-11 | Report |
| LLYEli Lilly and Company Common Stock | Partial sale Joint | $1K–$15K | 2025-05-13 | 2025-06-11 | Report |
| GOOGAlphabet Inc. - Class C Capital Stock | Partial sale Joint | $1K–$15K | 2025-05-08 | 2025-06-11 | Report |
| LLYEli Lilly and Company Common Stock | Purchase Joint | $1K–$15K | 2025-05-01 | 2025-06-11 | Report |
| RTXRTX Corporation Common Stock | Purchase Joint | $1K–$15K | 2025-04-23 | 2025-05-14 | Report |
| LNGCheniere Energy, Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-04-22 | 2025-05-14 | Report |
| DHID.R. Horton, Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-04-21 | 2025-05-14 | Report |
| HDHome Depot, Inc. | Purchase Joint | $1K–$15K | 2025-04-21 | 2025-05-14 | Report |
| KKRKKR & Co. Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-21 | 2025-05-14 | Report |
| TLKPT Telekomunikasi Indonesia, Tbk | Purchase Joint | $1K–$15K | 2025-04-21 | 2025-05-14 | Report |
| TTNDYTECHTRONIC INDUS LTD ADR | Purchase Joint | $1K–$15K | 2025-04-21 | 2025-05-14 | Report |
| TPHTri Pointe Homes, Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-04-21 | 2025-05-14 | Report |
| ABBVAbbVie Inc. Common Stock | Sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| AEISAdvanced Energy Industries, Inc. - Common Stock | Sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| ASMLASML Holding N.V. - New York Registry Shares | Sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| CDRECadre Holdings, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| GLWCorning Incorporated Common Stock | Sale Joint | $15K–$50K | 2025-04-17 | 2025-05-14 | Report |
| EPACEnerpac Tool Group Corp. Common Stock | Sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| HLMNHillman Solutions Corp. - Common Stock | Sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| PARPAR Technology Corporation Common Stock | Sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| CRMSalesforce, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| SBUXStarbucks Corporation - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| TELTE Connectivity plc Ordinary Shares | Sale Joint | $15K–$50K | 2025-04-17 | 2025-05-14 | Report |
| THRThermon Group Holdings, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| TWLOTwilio Inc. Class A Common Stock | Sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| USPHU.S. Physical Therapy, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| UNPUnion Pacific Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-04-17 | 2025-05-14 | Report |
| APPApplovin Corporation - Class A Common Stock | Sale Joint | $1K–$15K | 2025-04-16 | 2025-05-14 | Report |
| APPApplovin Corporation - Class A Common Stock | Sale Joint | $1K–$15K | 2025-04-14 | 2025-05-14 | Report |
| BXBlackstone Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-14 | 2025-05-14 | Report |
| KKRKKR & Co. Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-14 | 2025-05-14 | Report |
| SMNNYSHIMANO INC UNSP/ADR | Sale Joint | $1K–$15K | 2025-04-11 | 2025-05-14 | Report |
| ADCAgree Realty Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| APDAir Products and Chemicals, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| ALIZYALLIANZ SE UNSP/ADR | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| GOOGAlphabet Inc. - Class C Capital Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| ABCBAmeris Bancorp - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| APPFAppFolio, Inc. - Class A Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| AAPLApple Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| ABGAsbury Automotive Group Inc Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| ATLKYATLAS COPCO AB A S/ADR | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| BCPCBalchem Corporation - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| BRK-BBerkshire Hathaway Inc. New Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| BHPBHP Group Limited American Depositary Shares | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| BLKBlackRock, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| CATYCathay General Bancorp - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| CBZCBIZ, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| CENTACentral Garden & Pet Company - Class A Common Stock Nonvoting | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| SKYChampion Homes, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| CVXChevron Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| CHGCYCHUGAI PHARM UNSP/ADR | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| CINFCincinnati Financial Corporation - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| CSCOCisco Systems, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| KOCoca-Cola Company | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| GLWCorning Incorporated Common Stock | Sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| CCICrown Castle Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| DASTYDASSAULT SYSTEMES SA ADR | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| DBSDYDBS GROUP HLDGS LTD S/ADR | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| DDominion Energy, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| DASHDoorDash, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| LLYEli Lilly and Company Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| FASTFastenal Company - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| FISFidelity National Information Services, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| FMXFomento Economico Mexicano S.A.B. de C.V. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| GMEDGlobus Medical, Inc. Class A Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| HLNHaleon plc American Depositary Shares | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| HDBHDFC Bank Limited Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| HMNHorace Mann Educators Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| HLIHoulihan Lokey, Inc. Class A Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| IDAIDACORP, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| INSMInsmed Incorporated - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| INTAIntapp, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| ISRGIntuitive Surgical, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| JNJJohnson & Johnson Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| LRLCYL'Oreal Co. American Depositary Shares | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| LOWLowe's Companies, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| MTSIMACOM Technology Solutions Holdings, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| MGYMagnolia Oil & Gas Corporation Class A Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| MFCManulife Financial Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| MAMastercard Incorporated Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| MCKMcKesson Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| METAMeta Platforms, Inc. - Class A Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| NSRGYNESTLE S.A S/ADR | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| NFLXNetflix, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| NTDOYNintendo Co Ltd ADR | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| NSCNorfolk Southern Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| NOCNorthrop Grumman Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| NVDANVIDIA Corporation - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| PATKPatrick Industries, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| PAYXPaychex, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| PGRProgressive Corporation | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| RBCRBC Bearings Incorporated Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| RIORio Tinto Plc Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| RHHBYROCHE HOLDING LTD S/ADR | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| SAPSAP SE ADS | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| SHELShell PLC American Depositary Shares | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| SLGNSilgan Holdings Inc. | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| SPXCSPX Technologies, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| STAGStag Industrial, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| SBUXStarbucks Corporation - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| STRLSterling Infrastructure, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| SFStifel Financial Corporation Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| SSMXYSYSMEX CORP UNSP/ASDR | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| TELTE Connectivity plc Ordinary Shares | Sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| TCEHYTENCENT HLDGS UNSP/ADR | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| TXNTexas Instruments Incorporated - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| DSGXThe Descartes Systems Group Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| UFPIUFP Industries, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| UMBFUMB Financial Corporation - Common Stock | Partial sale Joint | $1K–$15K | 2025-04-09 | 2025-05-14 | Report |
| CHXChampionX Corporation | Sale Joint | $1K–$15K | 2025-04-07 | 2025-05-14 | Report |
| SCHWCharles Schwab Corporation | Purchase Joint | $1K–$15K | 2025-04-07 | 2025-05-14 | Report |
| MMM3M Company Common Stock | Purchase Joint | $1K–$15K | 2025-04-05 | 2025-05-14 | Report |
| BABAAmerican Depositary Shares each representing eight Ordinary share | Purchase | $1K–$15K | 2025-04-04 | 2025-05-14 | Report |
| FIFiserv, Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-04-04 | 2025-05-14 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $50K–$100K | 2025-04-04 | 2025-05-14 | Report |
| ABBVAbbVie Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-04-03 | 2025-05-14 | Report |
| ITCIIntra-Cellular Therapies Inc. | Sale Joint | $1K–$15K | 2025-04-03 | 2025-05-14 | Report |
| ABBVAbbVie Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-04-01 | 2025-05-14 | Report |
| BRK-BBerkshire Hathaway Inc. New Common Stock | Partial sale Joint | $1K–$15K | 2025-04-01 | 2025-05-14 | Report |
| BLKBlackRock, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-04-01 | 2025-05-14 | Report |
| SPOTSpotify Technology S.A. Ordinary Shares | Partial sale Joint | $1K–$15K | 2025-03-24 | 2025-04-10 | Report |
| VVisa Inc. | Purchase Joint | $1K–$15K | 2025-03-24 | 2025-04-10 | Report |
| AZTAAzenta, Inc. - Common Stock | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| AVGOBroadcom Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| CHRDChord Energy Corporation - Common Stock | Partial sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| CRNXCrinetics Pharmaceuticals, Inc. - Common Stock | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| DHID.R. Horton, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| DEODiageo plc Common Stock | Partial sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| DSCSYDISCO CORP UNSP /ADR | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| DAVAEndava plc American Depositary Shares | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| FLYWFlywire Corporation - Voting Common Stock | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| HDHome Depot, Inc. | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| PPBIPacific Premier Bancorp Inc - Common Stock | Partial sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| TLKPT Telekomunikasi Indonesia, Tbk | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| NOWServiceNow, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| SHOPShopify Inc. - Class A Subordinate Voting Shares | Partial sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| SNOWSnowflake Inc. Class A Common Stock | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| TNDMTandem Diabetes Care, Inc. - Common Stock | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| TTNDYTECHTRONIC INDUS LTD ADR | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| TSLATesla, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| TPHTri Pointe Homes, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-03-19 | 2025-04-10 | Report |
| ITCIIntra-Cellular Therapies Inc. | Partial sale Joint | $1K–$15K | 2025-03-17 | 2025-04-10 | Report |
| WMTWalmart Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-03-17 | 2025-04-10 | Report |
| APPApplovin Corporation - Class A Common Stock | Purchase Joint | $1K–$15K | 2025-03-13 | 2025-04-10 | Report |
| BBVABanco Bilbao Vizcaya Argentaria S.A. Common Stock | Partial sale Joint | $1K–$15K | 2025-03-13 | 2025-04-10 | Report |
| DASHDoorDash, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-03-13 | 2025-04-10 | Report |
| IFNNYInfineon Technologies AG | Sale Joint | $1K–$15K | 2025-03-13 | 2025-04-10 | Report |
| ASMLASML Holding N.V. - New York Registry Shares | Purchase Joint | $1K–$15K | 2025-03-12 | 2025-04-10 | Report |
| WMTWalmart Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-03-11 | 2025-04-10 | Report |
| LLYEli Lilly and Company Common Stock | Partial sale Joint | $1K–$15K | 2025-03-10 | 2025-04-10 | Report |
| FIFiserv, Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-03-10 | 2025-04-10 | Report |
| IBMInternational Business Machines Corporation Common Stock | Purchase Joint | $1K–$15K | 2025-03-10 | 2025-04-10 | Report |
| APDAir Products and Chemicals, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-03-07 | 2025-04-10 | Report |
| GILDGilead Sciences, Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-03-07 | 2025-04-10 | Report |
| JNJJohnson & Johnson Common Stock | Partial sale Joint | $1K–$15K | 2025-03-07 | 2025-04-10 | Report |
| ABTAbbott Laboratories Common Stock | Partial sale Joint | $1K–$15K | 2025-03-06 | 2025-04-10 | Report |
| AAPLApple Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-03-06 | 2025-04-10 | Report |
| MAMastercard Incorporated Common Stock | Partial sale Joint | $1K–$15K | 2025-03-06 | 2025-04-10 | Report |
| AAPLApple Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-03-05 | 2025-04-10 | Report |
| BKNGBooking Holdings Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-03-05 | 2025-04-10 | Report |
| METAMeta Platforms, Inc. - Class A Common Stock | Purchase Joint | $1K–$15K | 2025-03-05 | 2025-04-10 | Report |
| VVisa Inc. | Purchase Joint | $1K–$15K | 2025-03-05 | 2025-04-10 | Report |
| BKNGBooking Holdings Inc. - Common Stock | Purchase Joint | $1K–$15K | 2025-03-04 | 2025-04-10 | Report |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Partial sale Joint | $1K–$15K | 2025-03-04 | 2025-04-10 | Report |
| PYPLPayPal Holdings, Inc. - Common Stock | Sale Joint | $1K–$15K | 2025-03-03 | 2025-04-10 | Report |
| VVisa Inc. | Purchase Joint | $1K–$15K | 2025-03-03 | 2025-04-10 | Report |
| GSGoldman Sachs Group, Inc. | Partial sale Joint | $1K–$15K | 2025-02-28 | 2025-03-06 | Report |
| VVisa Inc. | Purchase Joint | $1K–$15K | 2025-02-28 | 2025-03-06 | Report |
| BXBlackstone Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-02-27 | 2025-03-06 | Report |
| XYZBlock, Inc. Class A Common Stock, | Sale Joint | $1K–$15K | 2025-02-27 | 2025-03-06 | Report |
| KKRKKR & Co. Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-02-27 | 2025-03-06 | Report |
| FNAParagon 28, Inc. Common Stock | Sale Joint | $1K–$15K | 2025-02-27 | 2025-03-06 | Report |
| BXBlackstone Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-02-26 | 2025-03-06 | Report |
| FIFiserv, Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-02-26 | 2025-03-06 | Report |
| KKRKKR & Co. Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-02-26 | 2025-03-06 | Report |
| VRTVertiv Holdings, LLC Class A Common Stock | Sale Joint | $1K–$15K | 2025-02-25 | 2025-03-06 | Report |
| AAPLApple Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-02-24 | 2025-03-06 | Report |
| HDHome Depot, Inc. | Partial sale Joint | $1K–$15K | 2025-02-24 | 2025-03-06 | Report |
| MSFTMicrosoft Corporation - Common Stock | Partial sale Joint | $1K–$15K | 2025-02-24 | 2025-03-06 | Report |
| AAPLApple Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| BRK-BBerkshire Hathaway Inc. New Common Stock | Partial sale Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| SCHWCharles Schwab Corporation | Partial sale Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| CSCOCisco Systems, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| DASTYDASSAULT SYSTEMES SA ADR | Partial sale Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| FIFiserv, Inc. Common Stock | Purchase Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| IFNNYInfineon Technologies AG | Partial sale Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| MSFTMicrosoft Corporation - Common Stock | Partial sale Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| NTDOYNintendo Co Ltd ADR | Partial sale Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| PAYXPaychex, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| SNOWSnowflake Inc. Class A Common Stock | Purchase Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| SPOTSpotify Technology S.A. Ordinary Shares | Partial sale Joint | $1K–$15K | 2025-02-21 | 2025-03-06 | Report |
| LLYEli Lilly and Company Common Stock | Partial sale Joint | $1K–$15K | 2025-02-19 | 2025-03-06 | Report |
| ICFIICF International, Inc. - Common Stock | Sale Joint | $1K–$15K | 2025-02-19 | 2025-03-06 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $1M–$5M | 2025-02-14 | 2025-03-06 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $500K–$1M | 2025-02-14 | 2025-03-06 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $1M–$5M | 2025-02-14 | 2025-03-06 | Report |
| MSFTMicrosoft Corporation - Common Stock | Purchase Joint | $1M–$5M | 2025-02-14 | 2025-03-06 | Report |
| MSFTMicrosoft Corporation - Common Stock | Sale Joint | $500K–$1M | 2025-02-14 | 2025-03-06 | Report |
| MSFTMicrosoft Corporation - Common Stock | Sale Joint | $250K–$500K | 2025-02-14 | 2025-03-06 | Report |
| MSFTMicrosoft Corporation - Common Stock | Sale Joint | $1M–$5M | 2025-02-14 | 2025-03-06 | Report |
| MSFTMicrosoft Corporation - Common Stock | Partial sale Joint | $1M–$5M | 2025-02-14 | 2025-03-06 | Report |
| TSLATesla, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-02-14 | 2025-03-06 | Report |
| ABTAbbott Laboratories Common Stock | Purchase Joint | $1K–$15K | 2025-02-13 | 2025-03-06 | Report |
| DHID.R. Horton, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2025-02-13 | 2025-03-06 | Report |
| PYPLPayPal Holdings, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-02-13 | 2025-03-06 | Report |
From the member's own reports to the House Clerk. None of this is advice.