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Government Tracker

Josh Gottheimer

House
Chamber
New Jersey District 5
Represents
544
Trades on record
-0.4%
Avg return, 30d
-1.0%
Avg return, 90d
-6.3%
Avg return, 180d

Disclosed holdings

229 assets, filed Aug 10, 2026 (FD Original).
XCAPX ACAP Strategic Fund · Mutual fund $500,000
AAGIY AIA Group, Ltd. Sponsored American Depository Receipt · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
AMCPX AMCAP Fund, Class A Shares A · Mutual fund · Morgan Stanley - Roth IRA $1,001 - $15,000
ASML ASML Holding N.V. - New York Registry Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
T AT&T Inc. · Stock (public) · Morgan Stanley - Active Asset Account # 3 JT None
ABBV AbbVie Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
ABT Abbott Laboratories Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
AEIS Advanced Energy Industries, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
ADYEY Adyen N V Unsponsored ADR · Other · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
AGIO Agios Pharmaceuticals, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
ALC Alcon Inc. Ordinary Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
ALGM Allegro MicroSystems, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
GOOGL Alphabet Inc. - Class A · Stock (public) · Wealthfront $1,001 - $15,000
GOOG Alphabet Inc. - Class C Capital Stock · Stock (public) $100,000
AMZN Amazon.com, Inc. · Stock (public) $250,000
ABEV Ambev S.A. American Depositary Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
AmerFunds Euro Pacific GR R6 Mutual fund · WPP - Vanguard - The Savings & Investment Plan $15,001 - $50,000
ABALX American Balanced Fund, Class A Shs · Mutual fund · Morgan Stanley - Roth IRA $1,001 - $15,000
AIVSX American Funds Investment Co of America A · Mutual fund · Morgan Stanley - Roth IRA $1,001 - $15,000
SMCWX American Funds SMALLCAP World A · Mutual fund · Morgan Stanley - Roth IRA $1,001 - $15,000
AAPL Apple Inc. · Stock (public) $1,000,000
AAPL Apple Inc. · Stock (public) $100,000
AAPL Apple Inc. · Stock (public) · Wealthfront $1,001 - $15,000
APP Applovin Corporation - Class A Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
ARQT Arcutis Biotherapeutics, Inc. - Common stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
Artisan Developing World Fund - Advisor Shares (APDYX) $250,000
AORT Artivion, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
ASAZY Assa Abloy AB Unsponsored ADR · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
ATRC AtriCure, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
AZO AutoZone, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
AVNT Avient Corporation · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
TCEHY B Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
BTC LifePath Mutual fund $250,000
BAC Bank of America Corporation · Stock (public) · Wealthfront $1,001 - $15,000
Barclays - Savings Account Bank/brokerage account $15,001 - $50,000
BCRX BioCryst Pharmaceuticals, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
BX Blackstone Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
BSTT Blackstone Real Estate Income Trust, Inc. · REIT $500,000
BKNG Booking Holdings Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
BOOT Boot Barn Holdings, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
CSW CSW Industrials, Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
CNI Canadian National Railway Company · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
CAIBX Capital Income Builder Cl A Shs · Mutual fund · Morgan Stanley - Roth IRA Spouse SP $1,001 - $15,000
CAIBX Capital Income Builder Cl A Shs · Mutual fund · Morgan Stanley - SEP / Traditional IRA $15,001 - $50,000
CVNA Carvana Co. Class A Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
CHX ChampionX Corporation · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
GTLS Chart Industries, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
CB Chubb Limited Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
CRCL Circle Internet Group, Inc. Class A Common Stock (CRCL) $100,000
CSCO Cisco Systems, Inc. - Common Stock · Stock (public) · Wealthfront $1,001 - $15,000
MVRXX Class · Mutual fund · Morgan Stanley - Active Asset Account # 3 JT None
NET Cloudflare, Inc. Class A Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
CNS Cohen & Steers Inc · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
COLB Columbia Banking System, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
COP ConocoPhillips · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
COST Costco Wholesale Corporation - Common Stock · Stock (public) · Wealthfront $1,001 - $15,000
COTY Coty Inc. Class A · Stock (public) · Morgan Stanley - Active Asset Account # 3 JT $15,001 - $50,000
CRNX Crinetics Pharmaceuticals, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
DHI D.R. Horton, Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
DC College Savings 2028 Portfolio 529 plan holding $250,000
DC College Savings in College Portfolio 529 plan holding $500,000
DSCSY DISCO CORP UNSP /ADR · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
DFKCY Daifuku Co., Ltd ADR · Other · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
DASTY Dassault Systemes, S.A. American Depositary Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
DEO Diageo plc · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
DCO Ducommun Incorporated Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
XNGSY EEN ENERGY HLDGS UNSP/ADR · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
EPOAY EPIROC AKTIEBOLAG S/ADR A · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
LLY Eli Lilly and Company · Stock (public) $100,000
DAVA Endava plc American Depositary Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1 - $1,000
EPAC Enerpac Tool Group Corp. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
FXAIX Fidelity 500 Index Fund · Mutual fund $500,000
FAMRX Fidelity Asset Manager 85% · Mutual fund $250,000
FEMKX Fidelity Emerging Markets Fund · Mutual fund · Tusk Strategies 401(k) Profit Sharing Plan SP $15,001 - $50,000
FSMDX Fidelity Mid Cap Index Fund · Mutual fund · Tusk Strategies 401(k) Profit Sharing Plan SP $1,001 - $15,000
Fidelity MidCap Grw Indx Other $100,000
FSSNX Fidelity Small Cap Index Fund · Mutual fund · Tusk Strategies 401(k) Profit Sharing Plan SP $15,001 - $50,000
FWRG First Watch Restaurant Group, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
FI Fiserv, Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
FLYW Flywire Corporation - Voting · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
Ford Interest Advantage Bank/brokerage account $1,001 - $15,000
GTES Gates Industrial Corporation plc Ordinary Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
GMAB Genmab A/S - American Depositary Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
RGESX Global Equity Fund Class S · Mutual fund · Morgan Stanley - Traditional IRA $1,001 - $15,000
RGISX Global Infrastructure Fund Class S · Mutual fund · Morgan Stanley - Traditional IRA $1,001 - $15,000
RRESX Global Real Estate Securities Fund Class S · Mutual fund · Morgan Stanley - Traditional IRA $15,001 - $50,000
Global X Funds Global X U.S. Infrastructure Development $250,000
LOPE Grand Canyon Education, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
HSHCY HAIER SMART HOME U/ADR · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
HDB HDFC Bank Limited · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
HQY HealthEquity, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
HD Home Depot, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
HD Home Depot, Inc. · Stock (public) · Wealthfront $1,001 - $15,000
ICUI ICU Medical, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
ITT ITT Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
IRT Independence Realty Trust, Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
INDB Independent Bank Corp. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
ICE Intercontinental Exchange Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
RINTX International Developed Markets Fund Class S · Mutual fund · Morgan Stanley - Traditional IRA $1,001 - $15,000
INTU Intuit Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
QQQ Invesco QQQ Trust, Series 1 · Exchange-traded fund · Morgan Stanley - Active Asset Account # 1 $1,001 - $15,000
QQQ Invesco QQQ Trust, Series 1 · Exchange-traded fund $250,000
RSP Invesco S&P 500 Equal Weight ETF · Exchange-traded fund · Morgan Stanley - SEP / Traditional IRA $1,001 - $15,000
JPM JP Morgan Chase & Co. · Stock (public) · Wealthfront $1,001 - $15,000
JPMorgan Chase Bank, N.A Bank/brokerage account $15,001 - $50,000
JNJ Johnson & Johnson · Stock (public) · Wealthfront $1,001 - $15,000
AIQUY L'Air Liquide Ord American Depositary Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
LP Hedge fund $500,000
LZB La-Z-Boy Incorporated Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
LRCX Lam Research Corporation · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
LIN Linde plc Ordinary Share · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
MIEIX MFS Institutional Investors Trust - MFS Institutional International Eq · Mutual fund · Tusk Strategies 401(k) Profit Sharing Plan SP None
MTDR Matador Resources Company · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
MCD McDonald's Corporation Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
MEDP Medpace Holdings, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
META Meta Platforms, Inc. - Class A · Stock (public) $500,000
META Meta Platforms, Inc. - Class A · Stock (public) · Wealthfront $1,001 - $15,000
MSFT Microsoft Corporation · Stock (public) $5,000,000
MSFT Microsoft Corporation · Stock (public) $100,000
MSFT Microsoft Corporation - Common Stock (MSFT) [OP] Morgan Stanley - Portfolio Management Active Assets · Joint None
MSFT Microsoft Corporation - Common Stock (MSFT) [OP] Morgan Stanley - Portfolio Management Active Assets · Joint None
MSFT Microsoft Corporation - Common Stock (MSFT) [OP] Morgan Stanley - Portfolio Management Active Assets · Joint $15,001 - $50,000
Morgan Stanley - Portfolio Management Active Assets · Joint None
Morgan Stanley Bank N.A. # Bank/brokerage account · Morgan Stanley - Active Asset Account # 2 JT $15,001 - $50,000
Morgan Stanley Bank N.A. # Bank/brokerage account · Morgan Stanley - Active Asset Account # 3 JT $15,001 - $50,000
Morgan Stanley Bank N.A. # Bank/brokerage account · Morgan Stanley - Roth IRA $1,001 - $15,000
Morgan Stanley Bank N.A. # Bank/brokerage account · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
Morgan Stanley Bank N.A. # IRA holding · Morgan Stanley - SEP / Traditional IRA None
Morgan Stanley Insti Liquidity Fds, Government Portf Insti $100,000
NVDA NVIDIA Corporation · Stock (public) $100,000
NTRA Natera, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
ANWPX New Perspective Fund, Class A Shares · Mutual fund · Morgan Stanley - Roth IRA $1,001 - $15,000
CENTA Nonvoting · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
NOVT Novanta Inc. - Common Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
OANIX Oakmark International Fund Institutional Class · Mutual fund · Tusk Strategies 401(k) Profit Sharing Plan SP None
OCFC OceanFirst Financial Corp. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
OXM Oxford Industries, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
PNGAY PING AN INS CO OF CHINA · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
TLK PT Telekomunikasi Indonesia, Tbk · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
PPBI Pacific Premier Bancorp Inc · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
PYPL PayPal Holdings, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
PWP Perella Weinberg Partners - Class A Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
PFGC Performance Food Group Company · Stock (public) · Morgan Stanley - Active Asset Account # 3 JT None
PHR Phreesia, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
PRIM Primoris Services Corporation · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
QPG Ambassador Investors LLC Other liability $1,001 - $15,000
RTX RTX Corporation Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
RVLV Revolve Group, Inc. Class A · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
RHP Ryman Hospitality Properties, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
DIA SPDR Dow Jones Industrial Average ETF · Exchange-traded fund $100,000
SPY SPDR S&P 500 · Exchange-traded fund $500,000
SPY SPDR S&P 500 · Exchange-traded fund $100,000
SPY SPDR S&P 500 · Exchange-traded fund $500,000
SPY SPDR S&P 500 · Exchange-traded fund · Morgan Stanley - Traditional IRA $1,001 - $15,000
SPY SPDR S&P 500 · Exchange-traded fund $100,000
CRM Salesforce, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
SNDR Schneider National, Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
SCHF Schwab International Equity ETF · Exchange-traded fund $100,000
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
SBCF Seacoast Banking Corporation of Florida · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
NSRGY Series B · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
NOW ServiceNow, Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
SGIOY Shionogi & Co Ltd Unsponsored ADR · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
SHOP Shopify Inc. Class A Subordinate Voting Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
SLAB Silicon Laboratories, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
SNOW Snowflake Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
SONVY Sonova Holding AG Unsponsored ADR · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
STRL Sterling Infrastructure, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
IBM Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
SUPN Supernus Pharmaceuticals, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
SYIEY Symrise Ag Unsponsored ADR · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
Synchrony Bank Bank/brokerage account $15,001 - $50,000
SNPS Synopsys, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1 - $1,000
SSMXY Sysmex Corporation Unsponsored ADR · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
T Rowe Intl Small Cap Stock Mutual fund $100,000
TEL TE Connectivity plc Ordinary Shares · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
TTNDY TECHTRONIC INDUS LTD ADR · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
TNDM Tandem Diabetes Care, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
TSLA Tesla, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
TCBI Texas Capital Bancshares, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $15,001 - $50,000
TXRH Texas Roadhouse, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
AGTHX The Growth Fund of America Class A Shares · Mutual fund · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
AGTHX The Growth Fund of America Class A Shares · Mutual fund $100,000
TTD The Trade Desk, Inc. - Class A · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
COCO The Vita Coco Company, Inc. - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
TMO Thermo Fisher Scientific Inc Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
TPH Tri Pointe Homes, Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
Tusk Venture Partners I GP, LLC Other liability · Spouse $100,001 - $250,000
Tusk Venture Partners II GP, LLC Other liability · Spouse $1,001 - $15,000
Tusk Venture Partners III GP LLC Other liability · Spouse $15,001 - $50,000
TWLO Twilio Inc. Class A Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
U.S. Large Cap Equity Portfolio 529 plan holding $100,000
U.S. Small Cap Equity Portfolio 529 plan holding $100,000
RSESX U.S. Strategic Equity Fund Class S · Mutual fund $100,000
UMBF UMB Financial Corporation - Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
UAL United Airlines Holdings, Inc. · Stock (public) $100,000
UTZ Utz Brands Inc Class A Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
VIP Portfolio 7.a Other $100,000
VIG Vanguard Div Appreciation ETF · Exchange-traded fund · Wealthfront $15,001 - $50,000
VEA Vanguard FTSE Developed Markets ETF · Exchange-traded fund · Wealthfront $15,001 - $50,000
VUG Vanguard Growth ETF · Exchange-traded fund · Morgan Stanley - Select UMA Account # 1 JT None
VRNIX Vanguard Russell 1000 Index Fd Insti Cl · Mutual fund $250,000
VOO Vanguard S&P 500 ETF · Exchange-traded fund $5,000,000
VFORX Vanguard Target Retirement 2040 Fund · Mutual fund · DC College Savings - Dependent # 1 SP None
VFORX Vanguard Target Retirement 2040 Fund · Mutual fund $500,000
Vanguard Target Retirement 2045 TR Mutual fund $250,000
VCYT Veracyte, Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
VRT Vertiv Holdings, LLC Class A Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
V Visa Inc. · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
V Visa Inc. · Stock (public) · Wealthfront None
GWW W.W. Grainger, Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT $1,001 - $15,000
WPP WPP plc American Depositary Shares · Stock (public) $15,001 - $50,000
WMT Walmart Inc. Common Stock · Stock (public) · Morgan Stanley - Select UMA Account # 1 JT None
AWSHX Washington Mutual Invs Fd Cl A Shs · Mutual fund · Morgan Stanley - Roth IRA Spouse SP $1,001 - $15,000
WFRPX Wealthfront Risk Parity Fund Class W · Mutual fund · Wells Fargo - Brokerage $1,001 - $15,000
Wells Fargo Bank Accounts Bank/brokerage account $15,001 - $50,000
Wells Fargo Bank Accounts Bank/brokerage account · Columbia University- Voluntary Retirement Savings SP $15,001 - $50,000
Wells Fargo Bank, N.A. Bank/brokerage account · Wells Fargo - Brokerage JT $1,001 - $15,000
Wells Fargo Bank, N.A. Bank/brokerage account · Wells Fargo - SEP IRA $15,001 - $50,000
Wells Fargo Bank, N.A. IRA holding · WPP - Vanguard - The Savings & Investment Plan None
ZTO ZTO Express · Stock (public) · Morgan Stanley - SEP / Traditional IRA $1,001 - $15,000
IVV iShares Core S&P 500 ETF · Exchange-traded fund · Morgan Stanley - Select UMA Account # 1 JT None
IJH iShares Core S&P Mid-Cap ETF · Exchange-traded fund $100,000
EFA iShares MSCI EAFE ETF · Exchange-traded fund · Morgan Stanley - Traditional IRA $1,001 - $15,000
MUB iShares National Muni Bond ETF · Exchange-traded fund · Wealthfront $1,001 - $15,000
IYW iShares U.S. Technology ETF · Exchange-traded fund $250,000
Show all 229

Current holdings

GOOGM Last activity: Purchase Jul 24, 2026
GOOGN Last activity: Purchase Jul 24, 2026
CCI Last activity: Sale Jul 23, 2026
NICE Last activity: Purchase Jul 20, 2026
SAIL Last activity: Purchase Jul 20, 2026
GTLS Last activity: Sale Jul 17, 2026
MNST Last activity: Purchase Jul 17, 2026
IBM Last activity: Sale Jul 16, 2026
PANW Last activity: Purchase Jul 16, 2026
CRWD Last activity: Purchase Jul 15, 2026
FN Last activity: Sale Jul 14, 2026
NTDOY Last activity: Sale (partial) Jun 17, 2026
INSM Last activity: Sale (partial) Jun 10, 2026
ADC Last activity: Sale Jun 1, 2026
BABA Last activity: Sale Jun 1, 2026
BKNG Last activity: Sale Jun 1, 2026
NSRGY Last activity: Sale (partial) Jun 1, 2026
NVZMY Last activity: Sale Jun 1, 2026
ABT Last activity: Sale (partial) May 27, 2026
INTU Last activity: Sale (partial) May 22, 2026
LITE Last activity: Purchase May 22, 2026
MU Last activity: Purchase May 21, 2026
ADI Last activity: Purchase May 19, 2026
TPH Last activity: Sale May 15, 2026
SNDK Last activity: Purchase May 7, 2026
ABBV Last activity: Sale May 5, 2026
AMD Last activity: Purchase May 5, 2026
BRK.B Last activity: Sale (partial) May 4, 2026
TWLO Last activity: Purchase May 4, 2026
MMM Last activity: Sale (partial) Apr 28, 2026
NOW Last activity: Sale Apr 24, 2026
GS Last activity: Purchase Apr 16, 2026
FCX Last activity: Purchase Apr 15, 2026
HDB Last activity: Sale (partial) Apr 13, 2026
IFNNY Last activity: Purchase Apr 13, 2026
INTA Last activity: Purchase Apr 13, 2026
ALLY Last activity: Sale Apr 9, 2026
T Last activity: Sale Apr 9, 2026
DRI Last activity: Sale Apr 9, 2026
DLTR Last activity: Sale Apr 9, 2026
F Last activity: Sale Apr 9, 2026
HD Last activity: Sale Apr 9, 2026
MKTX Last activity: Sale Apr 9, 2026
MLM Last activity: Sale Apr 9, 2026
PFGC Last activity: Sale Apr 9, 2026
SYF Last activity: Sale Apr 9, 2026
TSCO Last activity: Sale Apr 9, 2026
VLY Last activity: Sale Apr 9, 2026
CBZ Last activity: Purchase Apr 6, 2026
FWRG Last activity: Purchase Apr 6, 2026
NTES Last activity: Purchase Apr 6, 2026
XNGSY Last activity: Sale (partial) Mar 24, 2026
ALC Last activity: Sale Mar 12, 2026
LZB Last activity: Sale Mar 12, 2026
SE Last activity: Purchase Mar 10, 2026
APD Last activity: Purchase Mar 5, 2026
COLB Last activity: Sale Mar 5, 2026
PHR Last activity: Sale Mar 5, 2026
FSS Last activity: Purchase Feb 26, 2026
CVNA Last activity: Sale (partial) Feb 18, 2026
V Last activity: Sale (partial) Feb 18, 2026
CMI Last activity: Purchase Feb 5, 2026
GEV Last activity: Purchase Feb 5, 2026
UNH Last activity: Purchase Feb 5, 2026
NET Last activity: Sale Feb 4, 2026
XOM Last activity: Purchase Feb 4, 2026
FICO Last activity: Sale Feb 4, 2026
MRK Last activity: Purchase Feb 4, 2026
MSFT Last activity: Sale (partial) Feb 2, 2026
UBER Last activity: Sale (partial) Jan 30, 2026
GILD Last activity: Purchase Jan 27, 2026
ICE Last activity: Purchase Jan 26, 2026
SNDR Last activity: Sale Jan 26, 2026
LNG Last activity: Sale Dec 12, 2025
UTZ Last activity: Sale Dec 8, 2025
CVLT Last activity: Sale Dec 5, 2025
MTHRY Last activity: Sale Dec 5, 2025
SSMXY Last activity: Sale (partial) Dec 5, 2025
DASTY Last activity: Sale (partial) Nov 21, 2025
BHP Last activity: Sale Nov 19, 2025
EW Last activity: Sale Nov 19, 2025
FIS Last activity: Sale Nov 19, 2025
HUBS Last activity: Sale Nov 19, 2025
KKR Last activity: Sale Nov 19, 2025
CSW Last activity: Purchase Nov 17, 2025
BWIN Last activity: Sale Sep 23, 2025
DEO Last activity: Sale Sep 22, 2025
IRT Last activity: Purchase Sep 22, 2025
NTRA Last activity: Purchase Sep 22, 2025
TNDM Last activity: Purchase Sep 22, 2025
TTD Last activity: Sale Sep 11, 2025
ISRG Last activity: Sale (partial) Sep 3, 2025
WMT Last activity: Sale (partial) Jul 28, 2025
SWTX Last activity: Sale Jul 2, 2025
AVGO Last activity: Purchase Jun 25, 2025
COP Last activity: Sale (partial) Jun 24, 2025
NVDA Last activity: Purchase Jun 24, 2025
MCD Last activity: Sale (partial) Jun 20, 2025
CB Last activity: Purchase Jun 13, 2025
TSLA Last activity: Sale (partial) Jun 5, 2025
CRM Last activity: Sale Jun 4, 2025
UNP Last activity: Sale Jun 4, 2025
AKAM Last activity: Sale Jun 3, 2025
PFE Last activity: Sale Jun 3, 2025
APP Last activity: Purchase May 28, 2025
GLW Last activity: Purchase May 28, 2025
UPS Last activity: Sale (partial) May 28, 2025
ZTO Last activity: Sale May 23, 2025
ASML Last activity: Purchase May 22, 2025
TEL Last activity: Purchase May 22, 2025
CLPBY Last activity: Sale May 14, 2025
FI Last activity: Sale May 14, 2025
UNICY Last activity: Sale (partial) May 14, 2025
LLY Last activity: Sale (partial) May 13, 2025
GOOG Last activity: Sale (partial) May 8, 2025
RTX Last activity: Purchase Apr 23, 2025
DHI Last activity: Purchase Apr 21, 2025
TLK Last activity: Purchase Apr 21, 2025
TTNDY Last activity: Purchase Apr 21, 2025
AEIS Last activity: Sale Apr 17, 2025
CDRE Last activity: Sale Apr 17, 2025
EPAC Last activity: Sale Apr 17, 2025
HLMN Last activity: Sale Apr 17, 2025
PAR Last activity: Sale Apr 17, 2025
SBUX Last activity: Sale (partial) Apr 17, 2025
THR Last activity: Sale Apr 17, 2025
USPH Last activity: Sale Apr 17, 2025
BX Last activity: Sale (partial) Apr 14, 2025
SMNNY Last activity: Sale Apr 11, 2025
ALIZY Last activity: Sale (partial) Apr 9, 2025
ABCB Last activity: Sale (partial) Apr 9, 2025
APPF Last activity: Sale (partial) Apr 9, 2025
AAPL Last activity: Sale (partial) Apr 9, 2025
ABG Last activity: Sale (partial) Apr 9, 2025
ATLKY Last activity: Sale (partial) Apr 9, 2025
BCPC Last activity: Sale (partial) Apr 9, 2025
BLK Last activity: Sale (partial) Apr 9, 2025
CATY Last activity: Sale (partial) Apr 9, 2025
CENTA Last activity: Sale (partial) Apr 9, 2025
SKY Last activity: Sale (partial) Apr 9, 2025
CVX Last activity: Sale (partial) Apr 9, 2025
CHGCY Last activity: Sale (partial) Apr 9, 2025
CINF Last activity: Sale (partial) Apr 9, 2025
CSCO Last activity: Sale (partial) Apr 9, 2025
KO Last activity: Sale (partial) Apr 9, 2025
DBSDY Last activity: Sale (partial) Apr 9, 2025
D Last activity: Sale (partial) Apr 9, 2025
DASH Last activity: Sale (partial) Apr 9, 2025
FAST Last activity: Sale (partial) Apr 9, 2025
FMX Last activity: Sale (partial) Apr 9, 2025
GMED Last activity: Sale (partial) Apr 9, 2025
HLN Last activity: Sale (partial) Apr 9, 2025
HMN Last activity: Sale (partial) Apr 9, 2025
HLI Last activity: Sale (partial) Apr 9, 2025
IDA Last activity: Sale (partial) Apr 9, 2025
JNJ Last activity: Sale (partial) Apr 9, 2025
LRLCY Last activity: Sale (partial) Apr 9, 2025
LOW Last activity: Sale (partial) Apr 9, 2025
MTSI Last activity: Sale (partial) Apr 9, 2025
MGY Last activity: Sale (partial) Apr 9, 2025
MFC Last activity: Sale (partial) Apr 9, 2025
MA Last activity: Sale (partial) Apr 9, 2025
MCK Last activity: Sale (partial) Apr 9, 2025
META Last activity: Sale (partial) Apr 9, 2025
NFLX Last activity: Sale (partial) Apr 9, 2025
NSC Last activity: Sale (partial) Apr 9, 2025
NOC Last activity: Sale (partial) Apr 9, 2025
PATK Last activity: Sale (partial) Apr 9, 2025
PAYX Last activity: Sale (partial) Apr 9, 2025
PGR Last activity: Sale (partial) Apr 9, 2025
RBC Last activity: Sale (partial) Apr 9, 2025
RIO Last activity: Sale (partial) Apr 9, 2025
RHHBY Last activity: Sale (partial) Apr 9, 2025
SAP Last activity: Sale (partial) Apr 9, 2025
SHEL Last activity: Sale (partial) Apr 9, 2025
SLGN Last activity: Sale (partial) Apr 9, 2025
SONY Last activity: Sale (partial) Apr 9, 2025
SPXC Last activity: Sale (partial) Apr 9, 2025
STAG Last activity: Sale (partial) Apr 9, 2025
STRL Last activity: Sale (partial) Apr 9, 2025
SF Last activity: Sale (partial) Apr 9, 2025
TSM Last activity: Sale (partial) Apr 9, 2025
TCEHY Last activity: Sale (partial) Apr 9, 2025
TXN Last activity: Sale (partial) Apr 9, 2025
DSGX Last activity: Sale (partial) Apr 9, 2025
UFPI Last activity: Sale (partial) Apr 9, 2025
UMBF Last activity: Sale (partial) Apr 9, 2025
CHX Last activity: Sale Apr 7, 2025
SCHW Last activity: Purchase Apr 7, 2025
ITCI Last activity: Sale Apr 3, 2025
SPOT Last activity: Sale (partial) Mar 24, 2025
AZTA Last activity: Sale Mar 19, 2025
CHRD Last activity: Sale (partial) Mar 19, 2025
CRNX Last activity: Sale Mar 19, 2025
DSCSY Last activity: Sale Mar 19, 2025
DAVA Last activity: Sale Mar 19, 2025
FLYW Last activity: Sale Mar 19, 2025
PPBI Last activity: Sale (partial) Mar 19, 2025
SHOP Last activity: Sale (partial) Mar 19, 2025
SNOW Last activity: Sale Mar 19, 2025
BBVA Last activity: Sale (partial) Mar 13, 2025
PYPL Last activity: Sale Mar 3, 2025
XYZ Last activity: Sale Feb 27, 2025
FNA Last activity: Sale Feb 27, 2025
VRT Last activity: Sale Feb 25, 2025
ICFI Last activity: Sale Feb 19, 2025
ABEV Last activity: Sale Feb 7, 2025
TDG Last activity: Sale (partial) Feb 4, 2025
ANET Last activity: Sale (partial) Jan 31, 2025
TT Last activity: Sale (partial) Jan 30, 2025
ETN Last activity: Sale (partial) Jan 29, 2025
PWR Last activity: Sale (partial) Jan 29, 2025
ORCL Last activity: Sale (partial) Jan 28, 2025
GBOOY Last activity: Purchase Jan 27, 2025
MELI Last activity: Sale (partial) Jan 27, 2025
REGN Last activity: Sale Jan 24, 2025
GMAB Last activity: Purchase Jan 16, 2025
SQ Last activity: Purchase Dec 30, 2024
GWW Last activity: Sale (partial) Dec 12, 2024
SNPS Last activity: Sale (partial) Dec 9, 2024
GBCI Last activity: Sale (partial) Dec 6, 2024
PRIM Last activity: Sale (partial) Dec 6, 2024
PGNY Last activity: Sale Dec 6, 2024
TXRH Last activity: Sale (partial) Dec 6, 2024
Show all 224

Top investments by return

AMD Purchase Apr 23, 2026 +80.9%
TNDM Purchase Sep 22, 2025 +78.1%
IFNNY Purchase Feb 27, 2026 +72.7%
PANW Purchase May 14, 2026 +62.5%
IFNNY Purchase Apr 13, 2026 +54.3%

Full activity log

DateTicker / AssetTypeAmountOversight
Jul 24, 2026 GOOGM Purchase $1,001 - $15,000 —
Jul 24, 2026 GOOGN Purchase $1,001 - $15,000 —
Jul 23, 2026 GOOGN Purchase $1,001 - $15,000 —
Jul 23, 2026 CCI Sale $1,001 - $15,000 —
Jul 20, 2026 NICE Purchase $1,001 - $15,000 —
Jul 20, 2026 SAIL Purchase $1,001 - $15,000 —
Jul 17, 2026 GTLS Sale $1,001 - $15,000 —
Jul 17, 2026 MNST Purchase $1,001 - $15,000 —
Jul 16, 2026 IBM Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jul 16, 2026 PANW Purchase $1,001 - $15,000 —
Jul 15, 2026 CRWD Purchase $1,001 - $15,000 —
Jul 15, 2026 IBM Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jul 14, 2026 FN Sale $1,001 - $15,000 —
Jun 17, 2026 NTDOY Sale $1,001 - $15,000 —
Jun 10, 2026 INSM Sale $1,001 - $15,000 —
Jun 1, 2026 ADC Sale $1,001 - $15,000 —
Jun 1, 2026 BABA Sale $1,001 - $15,000 —
Jun 1, 2026 BKNG Sale $1,001 - $15,000 —
Jun 1, 2026 NSRGY Sale $1,001 - $15,000 —
Jun 1, 2026 NVZMY Sale $1,001 - $15,000 —
May 27, 2026 ABT Sale $1,001 - $15,000 —
May 22, 2026 INTU Sale $1,001 - $15,000 —
May 22, 2026 LITE Purchase $1,001 - $15,000 —
May 21, 2026 MU Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
May 19, 2026 ADI Purchase $1,001 - $15,000 —
May 19, 2026 MSFT Sale $250,001 - $500,000 House Permanent Select Committee on Intelligence
May 19, 2026 MSFT Sale $500,001 - $1,000,000 House Permanent Select Committee on Intelligence
May 19, 2026 MSFT Purchase $250,001 - $500,000 House Permanent Select Committee on Intelligence
May 19, 2026 MSFT Purchase $500,001 - $1,000,000 House Permanent Select Committee on Intelligence
May 15, 2026 TPH Sale $1,001 - $15,000 —
May 14, 2026 NSRGY Sale $1,001 - $15,000 —
May 14, 2026 PANW Purchase $1,001 - $15,000 —
May 7, 2026 SNDK Purchase $1,001 - $15,000 —
May 5, 2026 ABBV Sale $1,001 - $15,000 —
May 5, 2026 AMD Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
May 5, 2026 NSRGY Sale $1,001 - $15,000 —
May 4, 2026 BRK.B Sale $1,001 - $15,000 —
May 4, 2026 TWLO Purchase $1,001 - $15,000 —
May 1, 2026 FN Purchase $1,001 - $15,000 —
Apr 28, 2026 MMM Sale $1,001 - $15,000 —
Apr 27, 2026 AMD Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 24, 2026 IBM Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 24, 2026 NOW Sale $1,001 - $15,000 —
Apr 23, 2026 AMD Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 16, 2026 GS Purchase $1,001 - $15,000 House Committee on Financial Services
Apr 15, 2026 FCX Purchase $1,001 - $15,000 —
Apr 13, 2026 HDB Sale $1,001 - $15,000 House Committee on Financial Services
Apr 13, 2026 IFNNY Purchase $1,001 - $15,000 —
Apr 13, 2026 INTA Purchase $1,001 - $15,000 —
Apr 9, 2026 ALLY Sale $1,001 - $15,000 House Committee on Financial Services
Apr 9, 2026 T Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 9, 2026 DRI Sale $15,001 - $50,000 —
Apr 9, 2026 DLTR Sale $1,001 - $15,000 —
Apr 9, 2026 F Sale $15,001 - $50,000 —
Apr 9, 2026 GS Sale $15,001 - $50,000 House Committee on Financial Services
Apr 9, 2026 HD Sale $15,001 - $50,000 —
Apr 9, 2026 MKTX Sale $1,001 - $15,000 —
Apr 9, 2026 MLM Sale $15,001 - $50,000 —
Apr 9, 2026 PFGC Sale $15,001 - $50,000 —
Apr 9, 2026 SYF Sale $15,001 - $50,000 House Committee on Financial Services
Apr 9, 2026 TSCO Sale $15,001 - $50,000 —
Apr 9, 2026 VLY Sale $1,001 - $15,000 House Committee on Financial Services
Apr 6, 2026 CBZ Purchase $1,001 - $15,000 —
Apr 6, 2026 FWRG Purchase $1,001 - $15,000 —
Apr 6, 2026 NTES Purchase $1,001 - $15,000 —
Mar 25, 2026 MSFT Purchase $50,001 - $100,000 House Permanent Select Committee on Intelligence
Mar 25, 2026 MSFT Purchase $500,001 - $1,000,000 House Permanent Select Committee on Intelligence
Mar 24, 2026 CCI Sale $1,001 - $15,000 —
Mar 24, 2026 XNGSY Sale $1,001 - $15,000 —
Mar 24, 2026 FN Purchase $1,001 - $15,000 —
Mar 12, 2026 ALC Sale $1,001 - $15,000 —
Mar 12, 2026 HDB Sale $1,001 - $15,000 House Committee on Financial Services
Mar 12, 2026 IFNNY Sale $1,001 - $15,000 —
Mar 12, 2026 INTA Sale $1,001 - $15,000 —
Mar 12, 2026 LZB Sale $1,001 - $15,000 —
Mar 10, 2026 SE Purchase $1,001 - $15,000 —
Mar 6, 2026 NOW Purchase $1,001 - $15,000 —
Mar 5, 2026 APD Purchase $1,001 - $15,000 —
Mar 5, 2026 CBZ Sale $1,001 - $15,000 —
Mar 5, 2026 COLB Sale $1,001 - $15,000 House Committee on Financial Services
Mar 5, 2026 FWRG Sale $1,001 - $15,000 —
Mar 5, 2026 NTES Sale $1,001 - $15,000 —
Mar 5, 2026 PHR Sale $1,001 - $15,000 —
Feb 27, 2026 IFNNY Purchase $1,001 - $15,000 —
Feb 27, 2026 PANW Sale $1,001 - $15,000 —
Feb 26, 2026 FSS Purchase $1,001 - $15,000 —
Feb 20, 2026 INTU Sale $1,001 - $15,000 —
Feb 18, 2026 CVNA Sale $1,001 - $15,000 —
Feb 18, 2026 V Sale $1,001 - $15,000 House Committee on Financial Services
Feb 5, 2026 CMI Purchase $1,001 - $15,000 —
Feb 5, 2026 GEV Purchase $1,001 - $15,000 —
Feb 5, 2026 UNH Purchase $1,001 - $15,000 —
Feb 4, 2026 NET Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Feb 4, 2026 XOM Purchase $1,001 - $15,000 —
Feb 4, 2026 FICO Sale $1,001 - $15,000 —
Feb 4, 2026 MRK Purchase $1,001 - $15,000 —
Feb 2, 2026 XOM Purchase $1,001 - $15,000 —
Feb 2, 2026 MSFT Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Feb 2, 2026 MNST Purchase $1,001 - $15,000 —
Jan 30, 2026 NOW Sale $1,001 - $15,000 —
Jan 30, 2026 UBER Sale $1,001 - $15,000 —
Jan 27, 2026 GILD Purchase $1,001 - $15,000 —
Jan 26, 2026 ICE Purchase $1,001 - $15,000 —
Jan 26, 2026 NSRGY Sale $1,001 - $15,000 —
Jan 26, 2026 SNDR Sale $1,001 - $15,000 —
Dec 17, 2025 NOW Sale $1,001 - $15,000 —
Dec 12, 2025 LNG Sale $1,001 - $15,000 —
Dec 11, 2025 UBER Sale $1,001 - $15,000 —
Dec 8, 2025 APD Sale $15,001 - $50,000 —
Dec 8, 2025 UTZ Sale $1,001 - $15,000 —
Dec 5, 2025 CVLT Sale $1,001 - $15,000 —
Dec 5, 2025 MTHRY Sale $1,001 - $15,000 —
Dec 5, 2025 SE Sale $1,001 - $15,000 —
Dec 5, 2025 SSMXY Sale $1,001 - $15,000 —
Nov 21, 2025 DASTY Sale $1,001 - $15,000 —
Nov 19, 2025 BHP Sale $1,001 - $15,000 —
Nov 19, 2025 EW Sale $1,001 - $15,000 —
Nov 19, 2025 FIS Sale $15,001 - $50,000 —
Nov 19, 2025 HD Sale $1,001 - $15,000 —
Nov 19, 2025 HUBS Sale $1,001 - $15,000 —
Nov 19, 2025 KKR Sale $1,001 - $15,000 —
Nov 17, 2025 CSW Purchase $1,001 - $15,000 —
Oct 20, 2025 MMM Sale $1,001 - $15,000 —
Oct 17, 2025 NTES Purchase $1,001 - $15,000 —
Oct 17, 2025 NICE Purchase $1,001 - $15,000 —
Oct 16, 2025 ICE Sale $1,001 - $15,000 —
Sep 30, 2025 MTHRY Purchase $1,001 - $15,000 —
Sep 23, 2025 CVLT Purchase $1,001 - $15,000 —
Sep 23, 2025 BWIN Sale $1,001 - $15,000 House Committee on Financial Services
Sep 22, 2025 DEO Sale $1,001 - $15,000 —
Sep 22, 2025 IRT Purchase $1,001 - $15,000 House Committee on Financial Services
Sep 22, 2025 NTRA Purchase $1,001 - $15,000 —
Sep 22, 2025 SSMXY Purchase $1,001 - $15,000 —
Sep 22, 2025 TNDM Purchase $1,001 - $15,000 —
Sep 11, 2025 TTD Sale $1,001 - $15,000 —
Sep 3, 2025 ISRG Sale $1,001 - $15,000 —
Aug 22, 2025 NTRA Purchase $1,001 - $15,000 —
Aug 21, 2025 SSMXY Sale $1,001 - $15,000 —
Aug 12, 2025 IBM Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Aug 12, 2025 V Sale $1,001 - $15,000 House Committee on Financial Services
Aug 1, 2025 V Sale $1,001 - $15,000 House Committee on Financial Services
Jul 28, 2025 WMT Sale $1,001 - $15,000 —
Jul 25, 2025 IBM Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jul 22, 2025 NTRA Sale $1,001 - $15,000 —
Jul 18, 2025 ABT Sale $1,001 - $15,000 —
Jul 16, 2025 IRT Sale $1,001 - $15,000 House Committee on Financial Services
Jul 14, 2025 V Sale $1,001 - $15,000 House Committee on Financial Services
Jul 2, 2025 SWTX Sale $1,001 - $15,000 —
Jun 26, 2025 V Sale $1,001 - $15,000 House Committee on Financial Services
Jun 25, 2025 AVGO Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jun 25, 2025 V Sale $1,001 - $15,000 House Committee on Financial Services
Jun 24, 2025 COP Sale $1,001 - $15,000 —
Jun 24, 2025 NVDA Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jun 24, 2025 V Sale $1,001 - $15,000 House Committee on Financial Services
Jun 20, 2025 CVNA Purchase $1,001 - $15,000 —
Jun 20, 2025 NET Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jun 20, 2025 MCD Sale $1,001 - $15,000 —
Jun 20, 2025 V Sale $1,001 - $15,000 House Committee on Financial Services
Jun 16, 2025 INSM Purchase $1,001 - $15,000 —
Jun 13, 2025 CB Purchase $1,001 - $15,000 House Committee on Financial Services
Jun 5, 2025 TSLA Sale $1,001 - $15,000 —
Jun 4, 2025 CRM Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jun 4, 2025 UNP Sale $1,001 - $15,000 —
Jun 3, 2025 AKAM Sale $1,001 - $15,000 —
Jun 3, 2025 FIS Sale $1,001 - $15,000 —
Jun 3, 2025 PFE Sale $1,001 - $15,000 —
May 29, 2025 TSLA Purchase $1,001 - $15,000 —
May 28, 2025 APP Purchase $1,001 - $15,000 —
May 28, 2025 GLW Purchase $1,001 - $15,000 —
May 28, 2025 UPS Sale $1,001 - $15,000 —
May 27, 2025 TSLA Purchase $1,001 - $15,000 —
May 23, 2025 SE Purchase $1,001 - $15,000 —
May 23, 2025 ZTO Sale $1,001 - $15,000 —
May 22, 2025 ABBV Purchase $1,001 - $15,000 —
May 22, 2025 ASML Purchase $1,001 - $15,000 —
May 22, 2025 GLW Purchase $1,001 - $15,000 —
May 22, 2025 MSFT Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
May 22, 2025 CRM Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
May 22, 2025 TEL Purchase $1,001 - $15,000 —
May 21, 2025 MSFT Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
May 16, 2025 TSLA Purchase $1,001 - $15,000 —
May 15, 2025 TSLA Purchase $1,001 - $15,000 —
May 15, 2025 UBER Purchase $1,001 - $15,000 —
May 14, 2025 CLPBY Sale $1,001 - $15,000 —
May 14, 2025 FI Sale $1,001 - $15,000 —
May 14, 2025 GILD Sale $1,001 - $15,000 —
May 14, 2025 UNICY Sale $1,001 - $15,000 —
May 13, 2025 LLY Sale $1,001 - $15,000 —
May 8, 2025 GOOG Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
May 1, 2025 LLY Purchase $1,001 - $15,000 —
Apr 23, 2025 RTX Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 22, 2025 LNG Purchase $1,001 - $15,000 —
Apr 21, 2025 DHI Purchase $1,001 - $15,000 —
Apr 21, 2025 HD Purchase $1,001 - $15,000 —
Apr 21, 2025 KKR Sale $1,001 - $15,000 —
Apr 21, 2025 TLK Purchase $1,001 - $15,000 —
Apr 21, 2025 TTNDY Purchase $1,001 - $15,000 —
Apr 21, 2025 TPH Purchase $1,001 - $15,000 —
Apr 17, 2025 ABBV Sale $1,001 - $15,000 —
Apr 17, 2025 AEIS Sale $1,001 - $15,000 —
Apr 17, 2025 ASML Sale $1,001 - $15,000 —
Apr 17, 2025 CDRE Sale $1,001 - $15,000 —
Apr 17, 2025 GLW Sale $15,001 - $50,000 —
Apr 17, 2025 EPAC Sale $1,001 - $15,000 —
Apr 17, 2025 HLMN Sale $1,001 - $15,000 —
Apr 17, 2025 PAR Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 17, 2025 CRM Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 17, 2025 SBUX Sale $1,001 - $15,000 —
Apr 17, 2025 TEL Sale $15,001 - $50,000 —
Apr 17, 2025 THR Sale $1,001 - $15,000 —
Apr 17, 2025 TWLO Sale $1,001 - $15,000 —
Apr 17, 2025 USPH Sale $1,001 - $15,000 —
Apr 17, 2025 UNP Sale $1,001 - $15,000 —
Apr 16, 2025 APP Sale $1,001 - $15,000 —
Apr 14, 2025 APP Sale $1,001 - $15,000 —
Apr 14, 2025 BX Sale $1,001 - $15,000 —
Apr 14, 2025 KKR Sale $1,001 - $15,000 —
Apr 11, 2025 SMNNY Sale $1,001 - $15,000 —
Apr 9, 2025 ADC Sale $1,001 - $15,000 —
Apr 9, 2025 APD Sale $1,001 - $15,000 —
Apr 9, 2025 ALIZY Sale $1,001 - $15,000 —
Apr 9, 2025 GOOG Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 9, 2025 ABCB Sale $1,001 - $15,000 House Committee on Financial Services
Apr 9, 2025 APPF Sale $1,001 - $15,000 —
Apr 9, 2025 AAPL Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 9, 2025 ABG Sale $1,001 - $15,000 —
Apr 9, 2025 ATLKY Sale $1,001 - $15,000 —
Apr 9, 2025 BCPC Sale $1,001 - $15,000 —
Apr 9, 2025 BRK.B Sale $1,001 - $15,000 —
Apr 9, 2025 BHP Sale $1,001 - $15,000 —
Apr 9, 2025 BLK Sale $1,001 - $15,000 House Committee on Financial Services
Apr 9, 2025 CATY Sale $1,001 - $15,000 House Committee on Financial Services
Apr 9, 2025 CBZ Sale $1,001 - $15,000 —
Apr 9, 2025 CENTA Sale $1,001 - $15,000 —
Apr 9, 2025 SKY Sale $1,001 - $15,000 —
Apr 9, 2025 CVX Sale $1,001 - $15,000 —
Apr 9, 2025 CHGCY Sale $1,001 - $15,000 —
Apr 9, 2025 CINF Sale $1,001 - $15,000 House Committee on Financial Services
Apr 9, 2025 CSCO Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 9, 2025 KO Sale $1,001 - $15,000 —
Apr 9, 2025 GLW Sale $1,001 - $15,000 —
Apr 9, 2025 CCI Sale $1,001 - $15,000 —
Apr 9, 2025 DASTY Sale $1,001 - $15,000 —
Apr 9, 2025 DBSDY Sale $1,001 - $15,000 —
Apr 9, 2025 D Sale $1,001 - $15,000 —
Apr 9, 2025 DASH Sale $1,001 - $15,000 —
Apr 9, 2025 LLY Sale $1,001 - $15,000 —
Apr 9, 2025 FAST Sale $1,001 - $15,000 —
Apr 9, 2025 FIS Sale $1,001 - $15,000 —
Apr 9, 2025 FMX Sale $1,001 - $15,000 —
Apr 9, 2025 GMED Sale $1,001 - $15,000 —
Apr 9, 2025 HLN Sale $1,001 - $15,000 —
Apr 9, 2025 HDB Sale $1,001 - $15,000 House Committee on Financial Services
Apr 9, 2025 HMN Sale $1,001 - $15,000 —
Apr 9, 2025 HLI Sale $1,001 - $15,000 —
Apr 9, 2025 IDA Sale $1,001 - $15,000 —
Apr 9, 2025 INSM Sale $1,001 - $15,000 —
Apr 9, 2025 INTA Sale $1,001 - $15,000 —
Apr 9, 2025 ISRG Sale $1,001 - $15,000 —
Apr 9, 2025 JNJ Sale $1,001 - $15,000 —
Apr 9, 2025 LRLCY Sale $1,001 - $15,000 —
Apr 9, 2025 LOW Sale $1,001 - $15,000 —
Apr 9, 2025 MTSI Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 9, 2025 MGY Sale $1,001 - $15,000 —
Apr 9, 2025 MFC Sale $1,001 - $15,000 House Committee on Financial Services
Apr 9, 2025 MA Sale $1,001 - $15,000 House Committee on Financial Services
Apr 9, 2025 MCK Sale $1,001 - $15,000 —
Apr 9, 2025 META Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 9, 2025 NSRGY Sale $1,001 - $15,000 —
Apr 9, 2025 NFLX Sale $1,001 - $15,000 —
Apr 9, 2025 NTDOY Sale $1,001 - $15,000 —
Apr 9, 2025 NSC Sale $1,001 - $15,000 —
Apr 9, 2025 NOC Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 9, 2025 NVDA Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 9, 2025 PATK Sale $1,001 - $15,000 —
Apr 9, 2025 PAYX Sale $1,001 - $15,000 —
Apr 9, 2025 PGR Sale $1,001 - $15,000 —
Apr 9, 2025 RBC Sale $1,001 - $15,000 —
Apr 9, 2025 RIO Sale $1,001 - $15,000 —
Apr 9, 2025 RHHBY Sale $1,001 - $15,000 —
Apr 9, 2025 SAP Sale $1,001 - $15,000 —
Apr 9, 2025 SHEL Sale $1,001 - $15,000 —
Apr 9, 2025 SLGN Sale $1,001 - $15,000 —
Apr 9, 2025 SONY Sale $1,001 - $15,000 —
Apr 9, 2025 SPXC Sale $1,001 - $15,000 —
Apr 9, 2025 STAG Sale $1,001 - $15,000 —
Apr 9, 2025 SBUX Sale $1,001 - $15,000 —
Apr 9, 2025 STRL Sale $1,001 - $15,000 —
Apr 9, 2025 SF Sale $1,001 - $15,000 House Committee on Financial Services
Apr 9, 2025 SSMXY Sale $1,001 - $15,000 —
Apr 9, 2025 TSM Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Apr 9, 2025 TEL Sale $1,001 - $15,000 —
Apr 9, 2025 TCEHY Sale $1,001 - $15,000 —
Apr 9, 2025 TXN Sale $1,001 - $15,000 —
Apr 9, 2025 DSGX Sale $1,001 - $15,000 —
Apr 9, 2025 UFPI Sale $1,001 - $15,000 —
Apr 9, 2025 UMBF Sale $1,001 - $15,000 House Committee on Financial Services
Apr 7, 2025 CHX Sale $1,001 - $15,000 —
Apr 7, 2025 SCHW Purchase $1,001 - $15,000 House Committee on Financial Services
Apr 5, 2025 MMM Purchase $1,001 - $15,000 —
Apr 4, 2025 BABA Purchase $1,001 - $15,000 —
Apr 4, 2025 FI Purchase $1,001 - $15,000 —
Apr 4, 2025 MSFT Purchase $50,001 - $100,000 House Permanent Select Committee on Intelligence
Apr 3, 2025 ABBV Purchase $1,001 - $15,000 —
Apr 3, 2025 ITCI Sale $1,001 - $15,000 —
Apr 1, 2025 ABBV Purchase $1,001 - $15,000 —
Apr 1, 2025 BRK.B Sale $1,001 - $15,000 —
Apr 1, 2025 BLK Sale $1,001 - $15,000 House Committee on Financial Services
Mar 24, 2025 SPOT Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Mar 24, 2025 V Purchase $1,001 - $15,000 House Committee on Financial Services
Mar 19, 2025 AZTA Sale $1,001 - $15,000 —
Mar 19, 2025 AVGO Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Mar 19, 2025 CHRD Sale $1,001 - $15,000 —
Mar 19, 2025 CRNX Sale $1,001 - $15,000 —
Mar 19, 2025 DHI Sale $1,001 - $15,000 —
Mar 19, 2025 DEO Sale $1,001 - $15,000 —
Mar 19, 2025 DSCSY Sale $1,001 - $15,000 —
Mar 19, 2025 DAVA Sale $1,001 - $15,000 —
Mar 19, 2025 FLYW Sale $1,001 - $15,000 —
Mar 19, 2025 HD Sale $1,001 - $15,000 —
Mar 19, 2025 PPBI Sale $1,001 - $15,000 House Committee on Financial Services
Mar 19, 2025 TLK Sale $1,001 - $15,000 —
Mar 19, 2025 NOW Sale $1,001 - $15,000 —
Mar 19, 2025 SHOP Sale $1,001 - $15,000 —
Mar 19, 2025 SNOW Sale $1,001 - $15,000 —
Mar 19, 2025 TNDM Sale $1,001 - $15,000 —
Mar 19, 2025 TTNDY Sale $1,001 - $15,000 —
Mar 19, 2025 TSLA Sale $1,001 - $15,000 —
Mar 19, 2025 TPH Sale $1,001 - $15,000 —
Mar 17, 2025 ITCI Sale $1,001 - $15,000 —
Mar 17, 2025 WMT Purchase $1,001 - $15,000 —
Mar 14, 2025 IFNNY Sale $1,001 - $15,000 —
Mar 13, 2025 APP Purchase $1,001 - $15,000 —
Mar 13, 2025 BBVA Sale $1,001 - $15,000 —
Mar 13, 2025 DASH Purchase $1,001 - $15,000 —
Mar 13, 2025 IFNNY Sale $1,001 - $15,000 —
Mar 12, 2025 ASML Purchase $1,001 - $15,000 —
Mar 11, 2025 WMT Purchase $1,001 - $15,000 —
Mar 10, 2025 LLY Sale $1,001 - $15,000 —
Mar 10, 2025 FI Purchase $1,001 - $15,000 —
Mar 10, 2025 IBM Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Mar 7, 2025 APD Sale $1,001 - $15,000 —
Mar 7, 2025 GILD Purchase $1,001 - $15,000 —
Mar 7, 2025 JNJ Sale $1,001 - $15,000 —
Mar 6, 2025 ABT Sale $1,001 - $15,000 —
Mar 6, 2025 AAPL Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Mar 6, 2025 MA Sale $1,001 - $15,000 House Committee on Financial Services
Mar 5, 2025 AAPL Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Mar 5, 2025 BKNG Purchase $1,001 - $15,000 —
Mar 5, 2025 META Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Mar 5, 2025 V Purchase $1,001 - $15,000 House Committee on Financial Services
Mar 4, 2025 BKNG Purchase $1,001 - $15,000 —
Mar 4, 2025 TSM Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Mar 3, 2025 PYPL Sale $1,001 - $15,000 House Committee on Financial Services
Mar 3, 2025 V Purchase $1,001 - $15,000 House Committee on Financial Services
Feb 28, 2025 GS Sale $1,001 - $15,000 House Committee on Financial Services
Feb 28, 2025 V Purchase $1,001 - $15,000 House Committee on Financial Services
Feb 27, 2025 BX Sale $1,001 - $15,000 —
Feb 27, 2025 XYZ Sale $1,001 - $15,000 —
Feb 27, 2025 KKR Sale $1,001 - $15,000 —
Feb 27, 2025 FNA Sale $1,001 - $15,000 —
Feb 26, 2025 BX Sale $1,001 - $15,000 —
Feb 26, 2025 FI Purchase $1,001 - $15,000 —
Feb 26, 2025 KKR Sale $1,001 - $15,000 —
Feb 25, 2025 VRT Sale $1,001 - $15,000 —
Feb 24, 2025 AAPL Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Feb 24, 2025 HD Sale $1,001 - $15,000 —
Feb 24, 2025 MSFT Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Feb 21, 2025 AAPL Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Feb 21, 2025 BRK.B Sale $1,001 - $15,000 —
Feb 21, 2025 SCHW Sale $1,001 - $15,000 House Committee on Financial Services
Feb 21, 2025 CSCO Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Feb 21, 2025 DASTY Sale $1,001 - $15,000 —
Feb 21, 2025 FI Purchase $1,001 - $15,000 —
Feb 21, 2025 IFNNY Sale $1,001 - $15,000 —
Feb 21, 2025 MSFT Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Feb 21, 2025 NTDOY Sale $1,001 - $15,000 —
Feb 21, 2025 PAYX Sale $1,001 - $15,000 —
Feb 21, 2025 SNOW Purchase $1,001 - $15,000 —
Feb 21, 2025 SPOT Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Feb 19, 2025 LLY Sale $1,001 - $15,000 —
Feb 19, 2025 ICFI Sale $1,001 - $15,000 —
Feb 14, 2025 MSFT Purchase $1,000,001 - $5,000,000 House Permanent Select Committee on Intelligence
Feb 14, 2025 MSFT Purchase $500,001 - $1,000,000 House Permanent Select Committee on Intelligence
Feb 14, 2025 MSFT Sale $500,001 - $1,000,000 House Permanent Select Committee on Intelligence
Feb 14, 2025 MSFT Sale $250,001 - $500,000 House Permanent Select Committee on Intelligence
Feb 14, 2025 MSFT Sale $1,000,001 - $5,000,000 House Permanent Select Committee on Intelligence
Feb 14, 2025 MSFT Sale $1,000,001 - $5,000,000 House Permanent Select Committee on Intelligence
Feb 14, 2025 TSLA Sale $1,001 - $15,000 —
Feb 13, 2025 ABT Purchase $1,001 - $15,000 —
Feb 13, 2025 DHI Sale $1,001 - $15,000 —
Feb 13, 2025 PYPL Sale $1,001 - $15,000 House Committee on Financial Services
Feb 13, 2025 TSLA Sale $1,001 - $15,000 —
Feb 13, 2025 V Purchase $1,001 - $15,000 House Committee on Financial Services
Feb 12, 2025 BABA Purchase $1,001 - $15,000 —
Feb 12, 2025 SHOP Purchase $1,001 - $15,000 —
Feb 10, 2025 DSCSY Purchase $1,001 - $15,000 —
Feb 10, 2025 XNGSY Sale $1,001 - $15,000 —
Feb 7, 2025 ABEV Sale $1,001 - $15,000 —
Feb 7, 2025 DSCSY Purchase $1,001 - $15,000 —
Feb 7, 2025 XNGSY Sale $1,001 - $15,000 —
Feb 6, 2025 ABEV Sale $1,001 - $15,000 —
Feb 6, 2025 AVGO Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Feb 6, 2025 PYPL Sale $1,001 - $15,000 House Committee on Financial Services
Feb 6, 2025 TWLO Purchase $1,001 - $15,000 —
Feb 5, 2025 TSLA Purchase $1,001 - $15,000 —
Feb 4, 2025 TDG Sale $1,001 - $15,000 —
Feb 3, 2025 AAPL Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Feb 3, 2025 XYZ Purchase $1,001 - $15,000 —
Feb 3, 2025 SHOP Purchase $1,001 - $15,000 —
Feb 3, 2025 SBUX Purchase $1,001 - $15,000 —
Feb 3, 2025 UNP Purchase $1,001 - $15,000 —
Feb 3, 2025 WMT Purchase $1,001 - $15,000 —
Jan 31, 2025 BABA Purchase $1,001 - $15,000 —
Jan 31, 2025 ANET Sale $1,001 - $15,000 —
Jan 31, 2025 ICFI Sale $1,001 - $15,000 —
Jan 31, 2025 MA Purchase $1,001 - $15,000 House Committee on Financial Services
Jan 31, 2025 MSFT Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 31, 2025 TSLA Purchase $1,001 - $15,000 —
Jan 31, 2025 TWLO Purchase $1,001 - $15,000 —
Jan 31, 2025 V Purchase $1,001 - $15,000 House Committee on Financial Services
Jan 30, 2025 MMM Purchase $1,001 - $15,000 —
Jan 30, 2025 GLW Purchase $1,001 - $15,000 —
Jan 30, 2025 MA Purchase $1,001 - $15,000 House Committee on Financial Services
Jan 30, 2025 TSLA Purchase $1,001 - $15,000 —
Jan 30, 2025 TT Sale $1,001 - $15,000 —
Jan 30, 2025 V Purchase $1,001 - $15,000 House Committee on Financial Services
Jan 29, 2025 ABT Purchase $1,001 - $15,000 —
Jan 29, 2025 AVGO Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 29, 2025 ETN Sale $1,001 - $15,000 —
Jan 29, 2025 ISRG Sale $1,001 - $15,000 —
Jan 29, 2025 NVDA Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 29, 2025 PWR Sale $1,001 - $15,000 —
Jan 29, 2025 CRM Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 29, 2025 UBER Sale $1,001 - $15,000 —
Jan 29, 2025 UNP Purchase $1,001 - $15,000 —
Jan 28, 2025 ABT Purchase $1,001 - $15,000 —
Jan 28, 2025 ANET Sale $1,001 - $15,000 —
Jan 28, 2025 AVGO Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 28, 2025 NVDA Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 28, 2025 ORCL Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 28, 2025 TSM Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 28, 2025 TSLA Purchase $1,001 - $15,000 —
Jan 28, 2025 V Purchase $1,001 - $15,000 House Committee on Financial Services
Jan 27, 2025 ABEV Purchase $1,001 - $15,000 —
Jan 27, 2025 CDRE Purchase $1,001 - $15,000 —
Jan 27, 2025 CLPBY Purchase $1,001 - $15,000 —
Jan 27, 2025 GLW Purchase $1,001 - $15,000 —
Jan 27, 2025 FICO Sale $1,001 - $15,000 —
Jan 27, 2025 GBOOY Purchase $1,001 - $15,000 —
Jan 27, 2025 MELI Sale $1,001 - $15,000 —
Jan 27, 2025 MRK Sale $15,001 - $50,000 —
Jan 24, 2025 ITCI Sale $1,001 - $15,000 —
Jan 24, 2025 JNJ Purchase $1,001 - $15,000 —
Jan 24, 2025 REGN Sale $1,001 - $15,000 —
Jan 24, 2025 V Purchase $1,001 - $15,000 House Committee on Financial Services
Jan 23, 2025 ETN Sale $1,001 - $15,000 —
Jan 23, 2025 TEL Purchase $1,001 - $15,000 —
Jan 23, 2025 TT Sale $1,001 - $15,000 —
Jan 23, 2025 UBER Sale $1,001 - $15,000 —
Jan 23, 2025 V Purchase $1,001 - $15,000 House Committee on Financial Services
Jan 22, 2025 NFLX Sale $1,001 - $15,000 —
Jan 22, 2025 ORCL Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 22, 2025 WMT Purchase $1,001 - $15,000 —
Jan 21, 2025 MMM Purchase $1,001 - $15,000 —
Jan 21, 2025 KO Purchase $1,001 - $15,000 —
Jan 21, 2025 ISRG Sale $1,001 - $15,000 —
Jan 21, 2025 JNJ Purchase $1,001 - $15,000 —
Jan 21, 2025 MSFT Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 21, 2025 ORCL Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 21, 2025 PWR Sale $1,001 - $15,000 —
Jan 17, 2025 INTA Sale $1,001 - $15,000 —
Jan 17, 2025 NVDA Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 17, 2025 PAR Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 16, 2025 BABA Purchase $1,001 - $15,000 —
Jan 16, 2025 GOOG Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 16, 2025 BRK.B Purchase $1,001 - $15,000 —
Jan 16, 2025 KO Purchase $1,001 - $15,000 —
Jan 16, 2025 DHI Purchase $1,001 - $15,000 —
Jan 16, 2025 D Purchase $1,001 - $15,000 —
Jan 16, 2025 GMAB Purchase $1,001 - $15,000 —
Jan 16, 2025 JNJ Purchase $1,001 - $15,000 —
Jan 16, 2025 MA Sale $1,001 - $15,000 House Committee on Financial Services
Jan 16, 2025 META Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 16, 2025 MSFT Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 16, 2025 NSRGY Purchase $1,001 - $15,000 —
Jan 16, 2025 NVDA Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Jan 16, 2025 PANW Sale $1,001 - $15,000 —
Jan 16, 2025 TLK Purchase $1,001 - $15,000 —
Jan 16, 2025 SHEL Purchase $1,001 - $15,000 —
Jan 16, 2025 TDG Sale $1,001 - $15,000 —
Jan 16, 2025 UNICY Purchase $1,001 - $15,000 —
Jan 10, 2025 ISRG Sale $1,001 - $15,000 —
Jan 8, 2025 LLY Sale $1,001 - $15,000 —
Dec 30, 2024 SQ Purchase $1,001 - $15,000 —
Dec 30, 2024 GS Purchase $1,001 - $15,000 House Committee on Financial Services
Dec 27, 2024 ABEV Sale $1,001 - $15,000 —
Dec 27, 2024 CDRE Sale $1,001 - $15,000 —
Dec 27, 2024 CLPBY Sale $1,001 - $15,000 —
Dec 27, 2024 GBOOY Sale $1,001 - $15,000 —
Dec 23, 2024 ISRG Sale $1,001 - $15,000 —
Dec 23, 2024 TT Sale $1,001 - $15,000 —
Dec 20, 2024 MSFT Sale $1,000,001 - $5,000,000 House Permanent Select Committee on Intelligence
Dec 20, 2024 MSFT Purchase $1,000,001 - $5,000,000 House Permanent Select Committee on Intelligence
Dec 20, 2024 WMT Purchase $1,001 - $15,000 —
Dec 19, 2024 AAPL Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Dec 19, 2024 NVDA Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Dec 19, 2024 WMT Purchase $1,001 - $15,000 —
Dec 18, 2024 LLY Sale $1,001 - $15,000 —
Dec 18, 2024 ORCL Sale $1,001 - $15,000 House Permanent Select Committee on Intelligence
Dec 18, 2024 UBER Sale $1,001 - $15,000 —
Dec 18, 2024 WMT Purchase $1,001 - $15,000 —
Dec 16, 2024 BABA Sale $1,001 - $15,000 —
Dec 16, 2024 KO Sale $1,001 - $15,000 —
Dec 16, 2024 DHI Sale $1,001 - $15,000 —
Dec 16, 2024 D Sale $1,001 - $15,000 —
Dec 16, 2024 LLY Sale $1,001 - $15,000 —
Dec 16, 2024 GMAB Sale $1,001 - $15,000 —
Dec 16, 2024 NSRGY Sale $1,001 - $15,000 —
Dec 16, 2024 TLK Sale $1,001 - $15,000 —
Dec 16, 2024 SHEL Sale $1,001 - $15,000 —
Dec 16, 2024 UNICY Sale $1,001 - $15,000 —
Dec 13, 2024 LLY Sale $1,001 - $15,000 —
Dec 13, 2024 CRM Purchase $1,001 - $15,000 House Permanent Select Committee on Intelligence
Dec 13, 2024 UNP Purchase $1,001 - $15,000 —
Dec 12, 2024 LLY Sale $1,001 - $15,000 —
Dec 12, 2024 JNJ Purchase $1,001 - $15,000 —
Dec 12, 2024 GWW Sale $1,001 - $15,000 —
Dec 11, 2024 ETN Sale $1,001 - $15,000 —
Dec 11, 2024 LLY Sale $1,001 - $15,000 —
Dec 10, 2024 LLY Sale $1,001 - $15,000 —
Dec 9, 2024 LLY Sale $1,001 - $15,000 —
Dec 9, 2024 SNPS Sale $1,001 - $15,000 —
Dec 9, 2024 UBER Sale $1,001 - $15,000 —
Dec 6, 2024 CDRE Purchase $1,001 - $15,000 —
Dec 6, 2024 GBCI Sale $1,001 - $15,000 House Committee on Financial Services
Dec 6, 2024 PRIM Sale $1,001 - $15,000 —
Dec 6, 2024 PGNY Sale $1,001 - $15,000 —
Dec 6, 2024 SPXC Sale $1,001 - $15,000 —
Dec 6, 2024 TXRH Sale $1,001 - $15,000 —
Dec 6, 2024 THR Purchase $1,001 - $15,000 —
Dec 5, 2024 TT Sale $1,001 - $15,000 —
Dec 3, 2024 TSLA Purchase $1,001 - $15,000 —
Mar 18, 2024 ICE Purchase $1,001 - $15,000 —