House · NJ-5

Josh Gottheimer

Latest report Nov 5, 2026
Trades reported565
Purchases191
Sales374
Reports filed23

Most traded

Stocks in the most trades

Reports

Every trade, newest report first

Report filed Nov 5, 2026 Open the report

AMAT Applied Materials, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Oct 26, 2026 Reported Nov 5, 2026
BHE Benchmark Electronics, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Oct 12, 2026 Reported Nov 5, 2026
TLK PT Telekomunikasi Indonesia, Tbk Joint's account Sale $1,001 – $15,000 Traded Oct 15, 2026 Reported Nov 5, 2026

Report filed Oct 7, 2026 Open the report

AMAT Applied Materials, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Sep 15, 2026 Reported Oct 7, 2026
MCD McDonald's Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Sep 25, 2026 Reported Oct 7, 2026

Report filed Sep 14, 2026 Open the report

AMAT Applied Materials, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Aug 6, 2026 Reported Sep 14, 2026
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $250,001 – $500,000 Traded Aug 14, 2026 Reported Sep 14, 2026
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $500,001 – $1,000,000 Traded Aug 14, 2026 Reported Sep 14, 2026
MSFT Option · Microsoft Corporation - Common Stock Joint's account Sale $250,001 – $500,000 Traded Aug 14, 2026 Reported Sep 14, 2026
MSFT Option · Microsoft Corporation - Common Stock Joint's account Sale $500,001 – $1,000,000 Traded Aug 14, 2026 Reported Sep 14, 2026
RSG Republic Services, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Aug 6, 2026 Reported Sep 14, 2026
QSR Restaurant Brands International Inc. Common Shares Joint's account Purchase $1,001 – $15,000 Traded Aug 6, 2026 Reported Sep 14, 2026

Report filed Aug 10, 2026 Open the report

GOOGM Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock Joint's account Purchase $1,001 – $15,000 Traded Jul 24, 2026 Reported Aug 10, 2026
GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock Joint's account Purchase $1,001 – $15,000 Traded Jul 23, 2026 Reported Aug 10, 2026
GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock Joint's account Purchase $1,001 – $15,000 Traded Jul 24, 2026 Reported Aug 10, 2026
GTLS Chart Industries, Inc. Joint's account Sale $1,001 – $15,000 Traded Jul 17, 2026 Reported Aug 10, 2026
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jul 15, 2026 Reported Aug 10, 2026
CCI Crown Castle Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Jul 23, 2026 Reported Aug 10, 2026
FN Fabrinet Ordinary Shares Joint's account Sale $1,001 – $15,000 Traded Jul 14, 2026 Reported Aug 10, 2026
IBM International Business Machines Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jul 15, 2026 Reported Aug 10, 2026
IBM International Business Machines Corporation Common Stock Joint's account Sale $1,001 – $15,000 Traded Jul 16, 2026 Reported Aug 10, 2026
MNST Monster Beverage Corporation - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jul 17, 2026 Reported Aug 10, 2026
NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share Joint's account Purchase $1,001 – $15,000 Traded Jul 20, 2026 Reported Aug 10, 2026
PANW Palo Alto Networks, Inc. Joint's account Purchase $1,001 – $15,000 Traded Jul 16, 2026 Reported Aug 10, 2026
SAIL SailPoint Technologies Holdings, Inc. Joint's account Purchase $1,001 – $15,000 Traded Jul 20, 2026 Reported Aug 10, 2026

Report filed Jul 7, 2026 Open the report

ADC Agree Realty Corporation Common Stock Joint's account Sale $1,001 – $15,000 Traded Jun 1, 2026 Reported Jul 7, 2026
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Joint's account Sale $1,001 – $15,000 Traded Jun 1, 2026 Reported Jul 7, 2026
BKNG Booking Holdings Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Jun 1, 2026 Reported Jul 7, 2026
INSM Insmed Incorporated - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jun 10, 2026 Reported Jul 7, 2026
NSRGY NESTLE S.A S/ADR Joint's account Partial sale $1,001 – $15,000 Traded Jun 1, 2026 Reported Jul 7, 2026
NTDOY Nintendo Co Ltd ADR Joint's account Partial sale $1,001 – $15,000 Traded Jun 17, 2026 Reported Jul 7, 2026
NVZMY NOVONESIS B UNSP/ADR Joint's account Sale $1,001 – $15,000 Traded Jun 1, 2026 Reported Jul 7, 2026

Report filed Jun 3, 2026 Open the report

ABT Abbott Laboratories Common Stock Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 3, 2026
ABBV AbbVie Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded May 5, 2026 Reported Jun 3, 2026
AMD Advanced Micro Devices, Inc. Joint's account Purchase $1,001 – $15,000 Traded May 5, 2026 Reported Jun 3, 2026
ADI Analog Devices, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 19, 2026 Reported Jun 3, 2026
BRK.B Berkshire Hathaway Inc. New Common Stock Joint's account Partial sale $1,001 – $15,000 Traded May 4, 2026 Reported Jun 3, 2026
BRK.B Berkshire Hathaway Inc. New Common Stock Joint's account Partial sale $1,001 – $15,000 Traded May 4, 2026 Reported Jun 3, 2026
FN Fabrinet Ordinary Shares Joint's account Purchase $1,001 – $15,000 Traded May 1, 2026 Reported Jun 3, 2026
INTU Intuit Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded May 22, 2026 Reported Jun 3, 2026
LITE Lumentum Holdings Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 22, 2026 Reported Jun 3, 2026
MU Micron Technology, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 21, 2026 Reported Jun 3, 2026
MSFT Option · Microsoft Corporation - Common Stock Joint's account Sale $250,001 – $500,000 Traded May 19, 2026 Reported Jun 3, 2026
MSFT Option · Microsoft Corporation - Common Stock Joint's account Sale $500,001 – $1,000,000 Traded May 19, 2026 Reported Jun 3, 2026
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $250,001 – $500,000 Traded May 19, 2026 Reported Jun 3, 2026
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $500,001 – $1,000,000 Traded May 19, 2026 Reported Jun 3, 2026
NSRGY NESTLE S.A S/ADR Joint's account Partial sale $1,001 – $15,000 Traded May 14, 2026 Reported Jun 3, 2026
NSRGY NESTLE S.A S/ADR Joint's account Partial sale $1,001 – $15,000 Traded May 5, 2026 Reported Jun 3, 2026
PANW Palo Alto Networks, Inc. Joint's account Purchase $1,001 – $15,000 Traded May 14, 2026 Reported Jun 3, 2026
SNDK Sandisk Corporation - Common Stock When-Issued Joint's account Purchase $1,001 – $15,000 Traded May 7, 2026 Reported Jun 3, 2026
TPH Tri Pointe Homes, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded May 15, 2026 Reported Jun 3, 2026
TWLO Twilio Inc. Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 4, 2026 Reported Jun 3, 2026

Report filed May 19, 2026 Open the report

MMM 3M Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 28, 2026 Reported May 19, 2026
AMD Advanced Micro Devices, Inc. Joint's account Purchase $1,001 – $15,000 Traded Apr 27, 2026 Reported May 19, 2026
AMD Advanced Micro Devices, Inc. Joint's account Purchase $1,001 – $15,000 Traded Apr 23, 2026 Reported May 19, 2026
ALLY Ally Financial Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 9, 2026 Reported May 19, 2026
T AT&T Inc. Joint's account Sale $1,001 – $15,000 Traded Apr 9, 2026 Reported May 19, 2026
CBZ CBIZ, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 6, 2026 Reported May 19, 2026
DRI Darden Restaurants, Inc. Common Stock Joint's account Sale $15,001 – $50,000 Traded Apr 9, 2026 Reported May 19, 2026
DLTR Dollar Tree, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 9, 2026 Reported May 19, 2026
FWRG First Watch Restaurant Group, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 6, 2026 Reported May 19, 2026
F Ford Motor Company Common Stock Joint's account Sale $15,001 – $50,000 Traded Apr 9, 2026 Reported May 19, 2026
FCX Freeport-McMoRan, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 15, 2026 Reported May 19, 2026
GS Goldman Sachs Group, Inc. Joint's account Purchase $1,001 – $15,000 Traded Apr 16, 2026 Reported May 19, 2026
GS Goldman Sachs Group, Inc. Joint's account Sale $15,001 – $50,000 Traded Apr 9, 2026 Reported May 19, 2026
HDB HDFC Bank Limited Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 13, 2026 Reported May 19, 2026
HD Home Depot, Inc. Joint's account Sale $15,001 – $50,000 Traded Apr 9, 2026 Reported May 19, 2026
IFNNY Infineon Technologies AG Joint's account Purchase $1,001 – $15,000 Traded Apr 13, 2026 Reported May 19, 2026
INTA Intapp, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 13, 2026 Reported May 19, 2026
IBM International Business Machines Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 24, 2026 Reported May 19, 2026
MKTX MarketAxess Holdings, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 9, 2026 Reported May 19, 2026
MLM Martin Marietta Materials, Inc. Common Stock Joint's account Sale $15,001 – $50,000 Traded Apr 9, 2026 Reported May 19, 2026
NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Joint's account Purchase $1,001 – $15,000 Traded Apr 6, 2026 Reported May 19, 2026
PFGC Performance Food Group Company Common Stock Joint's account Sale $15,001 – $50,000 Traded Apr 9, 2026 Reported May 19, 2026
NOW ServiceNow, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 24, 2026 Reported May 19, 2026
SYF Synchrony Financial Common Stock Joint's account Sale $15,001 – $50,000 Traded Apr 9, 2026 Reported May 19, 2026
TSCO Tractor Supply Company - Common Stock Joint's account Sale $15,001 – $50,000 Traded Apr 9, 2026 Reported May 19, 2026
VLY Valley National Bancorp Joint's account Sale $1,001 – $15,000 Traded Apr 9, 2026 Reported May 19, 2026

Report filed Apr 8, 2026 Open the report

APD Air Products and Chemicals, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 5, 2026 Reported Apr 8, 2026
ALC Alcon Inc. Ordinary Shares Joint's account Sale $1,001 – $15,000 Traded Mar 12, 2026 Reported Apr 8, 2026
CBZ CBIZ, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 5, 2026 Reported Apr 8, 2026
COLB Columbia Banking System, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 5, 2026 Reported Apr 8, 2026
CCI Crown Castle Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 24, 2026 Reported Apr 8, 2026
XNGSY EEN ENERGY HLDGS UNSP/ADR Joint's account Partial sale $1,001 – $15,000 Traded Mar 24, 2026 Reported Apr 8, 2026
FN Fabrinet Ordinary Shares Joint's account Purchase $1,001 – $15,000 Traded Mar 24, 2026 Reported Apr 8, 2026
FWRG First Watch Restaurant Group, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 5, 2026 Reported Apr 8, 2026
HDB HDFC Bank Limited Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 12, 2026 Reported Apr 8, 2026
IFNNY Infineon Technologies AG Joint's account Sale $1,001 – $15,000 Traded Mar 12, 2026 Reported Apr 8, 2026
INTA Intapp, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 12, 2026 Reported Apr 8, 2026
LZB La-Z-Boy Incorporated Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 12, 2026 Reported Apr 8, 2026
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $50,001 – $100,000 Traded Mar 25, 2026 Reported Apr 8, 2026
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $500,001 – $1,000,000 Traded Mar 25, 2026 Reported Apr 8, 2026
NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Joint's account Partial sale $1,001 – $15,000 Traded Mar 5, 2026 Reported Apr 8, 2026
PHR Phreesia, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 5, 2026 Reported Apr 8, 2026
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share Joint's account Purchase $1,001 – $15,000 Traded Mar 10, 2026 Reported Apr 8, 2026
NOW ServiceNow, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 6, 2026 Reported Apr 8, 2026

Report filed Mar 16, 2026 Open the report

CVNA Carvana Co. Class A Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 18, 2026 Reported Mar 16, 2026
NET Cloudflare, Inc. Class A Common Stock Joint's account Sale $1,001 – $15,000 Traded Feb 4, 2026 Reported Mar 16, 2026
CMI Cummins Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 5, 2026 Reported Mar 16, 2026
XOM Exxon Mobil Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 4, 2026 Reported Mar 16, 2026
XOM Exxon Mobil Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 2, 2026 Reported Mar 16, 2026
FICO Fair Isaac Corporation Common Stock Joint's account Sale $1,001 – $15,000 Traded Feb 4, 2026 Reported Mar 16, 2026
FSS Federal Signal Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 26, 2026 Reported Mar 16, 2026
GEV GE Vernova Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 5, 2026 Reported Mar 16, 2026
IFNNY Infineon Technologies AG Joint's account Purchase $1,001 – $15,000 Traded Feb 27, 2026 Reported Mar 16, 2026
INTU Intuit Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 20, 2026 Reported Mar 16, 2026
MRK Merck & Company, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 4, 2026 Reported Mar 16, 2026
MSFT Microsoft Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 2, 2026 Reported Mar 16, 2026
MNST Monster Beverage Corporation - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 2, 2026 Reported Mar 16, 2026
PANW Palo Alto Networks, Inc. Joint's account Sale $1,001 – $15,000 Traded Feb 27, 2026 Reported Mar 16, 2026
UNH UnitedHealth Group Incorporated Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 5, 2026 Reported Mar 16, 2026
V Visa Inc. Joint's account Partial sale $1,001 – $15,000 Traded Feb 18, 2026 Reported Mar 16, 2026

Report filed Feb 26, 2026 Open the report

GILD Gilead Sciences, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 27, 2026 Reported Feb 26, 2026
ICE Intercontinental Exchange Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 26, 2026 Reported Feb 26, 2026
NSRGY NESTLE S.A S/ADR Joint's account Partial sale $1,001 – $15,000 Traded Jan 26, 2026 Reported Feb 26, 2026
SNDR Schneider National, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Jan 26, 2026 Reported Feb 26, 2026
NOW ServiceNow, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Jan 30, 2026 Reported Feb 26, 2026
UBER Uber Technologies, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 30, 2026 Reported Feb 26, 2026

Report filed Jan 14, 2026 Open the report

APD Air Products and Chemicals, Inc. Common Stock Joint's account Partial sale $15,001 – $50,000 Traded Dec 8, 2025 Reported Jan 14, 2026
LNG Cheniere Energy, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Dec 12, 2025 Reported Jan 14, 2026
CVLT Commvault Systems, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Dec 5, 2025 Reported Jan 14, 2026
MTHRY M3 INC UNSP/ADR Joint's account Sale $1,001 – $15,000 Traded Dec 5, 2025 Reported Jan 14, 2026
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share Joint's account Sale $1,001 – $15,000 Traded Dec 5, 2025 Reported Jan 14, 2026
NOW ServiceNow, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 17, 2025 Reported Jan 14, 2026
SSMXY SYSMEX CORP UNSP/ASDR Joint's account Partial sale $1,001 – $15,000 Traded Dec 5, 2025 Reported Jan 14, 2026
UBER Uber Technologies, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 11, 2025 Reported Jan 14, 2026
UTZ Utz Brands Inc Class A Common Stock Joint's account Sale $1,001 – $15,000 Traded Dec 8, 2025 Reported Jan 14, 2026

Report filed Dec 29, 2025 Open the report

BHP BHP Group Limited American Depositary Shares Joint's account Sale $1,001 – $15,000 Traded Nov 19, 2025 Reported Dec 29, 2025
CSW CSW Industrials, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Nov 17, 2025 Reported Dec 29, 2025
DASTY DASSAULT SYSTEMES SA ADR Joint's account Partial sale $1,001 – $15,000 Traded Nov 21, 2025 Reported Dec 29, 2025
EW Edwards Lifesciences Corporation Common Stock Joint's account Sale $1,001 – $15,000 Traded Nov 19, 2025 Reported Dec 29, 2025
FIS Fidelity National Information Services, Inc. Common Stock Joint's account Sale $15,001 – $50,000 Traded Nov 19, 2025 Reported Dec 29, 2025
HD Home Depot, Inc. Joint's account Sale $1,001 – $15,000 Traded Nov 19, 2025 Reported Dec 29, 2025
HUBS HubSpot, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Nov 19, 2025 Reported Dec 29, 2025
KKR KKR & Co. Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Nov 19, 2025 Reported Dec 29, 2025

Report filed Nov 17, 2025 Open the report

MMM 3M Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Oct 20, 2025 Reported Nov 17, 2025
ICE Intercontinental Exchange Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Oct 16, 2025 Reported Nov 17, 2025
NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Joint's account Purchase $1,001 – $15,000 Traded Oct 17, 2025 Reported Nov 17, 2025
NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share Joint's account Purchase $1,001 – $15,000 Traded Oct 17, 2025 Reported Nov 17, 2025

Report filed Oct 15, 2025 Open the report

CVLT Commvault Systems, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Sep 23, 2025 Reported Oct 15, 2025
DEO Diageo plc Common Stock Joint's account Sale $1,001 – $15,000 Traded Sep 22, 2025 Reported Oct 15, 2025
IRT Independence Realty Trust, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Sep 22, 2025 Reported Oct 15, 2025
ISRG Intuitive Surgical, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Sep 3, 2025 Reported Oct 15, 2025
MTHRY M3 INC UNSP/ADR Joint's account Purchase $1,001 – $15,000 Traded Sep 30, 2025 Reported Oct 15, 2025
NTRA Natera, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Sep 22, 2025 Reported Oct 15, 2025
SSMXY SYSMEX CORP UNSP/ASDR Joint's account Purchase $1,001 – $15,000 Traded Sep 22, 2025 Reported Oct 15, 2025
TNDM Tandem Diabetes Care, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Sep 22, 2025 Reported Oct 15, 2025
BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock Joint's account Sale $1,001 – $15,000 Traded Sep 23, 2025 Reported Oct 15, 2025
TTD The Trade Desk, Inc. - Class A Common Stock Joint's account Sale $1,001 – $15,000 Traded Sep 11, 2025 Reported Oct 15, 2025

Report filed Sep 5, 2025 Open the report

IBM International Business Machines Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Aug 12, 2025 Reported Sep 5, 2025
NTRA Natera, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Aug 22, 2025 Reported Sep 5, 2025
SSMXY SYSMEX CORP UNSP/ASDR Joint's account Partial sale $1,001 – $15,000 Traded Aug 21, 2025 Reported Sep 5, 2025
V Visa Inc. Joint's account Partial sale $1,001 – $15,000 Traded Aug 12, 2025 Reported Sep 5, 2025
V Visa Inc. Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 5, 2025

Report filed Aug 11, 2025 Open the report

ABT Abbott Laboratories Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jul 18, 2025 Reported Aug 11, 2025
IRT Independence Realty Trust, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Jul 16, 2025 Reported Aug 11, 2025
IBM International Business Machines Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jul 25, 2025 Reported Aug 11, 2025
NTRA Natera, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jul 22, 2025 Reported Aug 11, 2025
SWTX SpringWorks Therapeutics, Inc. - common stock Joint's account Sale $1,001 – $15,000 Traded Jul 2, 2025 Reported Aug 11, 2025
V Visa Inc. Joint's account Partial sale $1,001 – $15,000 Traded Jul 14, 2025 Reported Aug 11, 2025
WMT Walmart Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jul 28, 2025 Reported Aug 11, 2025

Report filed Jul 16, 2025 Open the report

AKAM Akamai Technologies, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Jun 3, 2025 Reported Jul 16, 2025
AVGO Broadcom Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jun 25, 2025 Reported Jul 16, 2025
CVNA Carvana Co. Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jun 20, 2025 Reported Jul 16, 2025
CB Chubb Limited Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jun 13, 2025 Reported Jul 16, 2025
NET Cloudflare, Inc. Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jun 20, 2025 Reported Jul 16, 2025
COP ConocoPhillips Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jun 24, 2025 Reported Jul 16, 2025
FIS Fidelity National Information Services, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Jun 3, 2025 Reported Jul 16, 2025
INSM Insmed Incorporated - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jun 16, 2025 Reported Jul 16, 2025
MCD McDonald's Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jun 20, 2025 Reported Jul 16, 2025
NVDA NVIDIA Corporation - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jun 24, 2025 Reported Jul 16, 2025
PFE Pfizer, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Jun 3, 2025 Reported Jul 16, 2025
CRM Salesforce, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Jun 4, 2025 Reported Jul 16, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jun 5, 2025 Reported Jul 16, 2025
UNP Union Pacific Corporation Common Stock Joint's account Sale $1,001 – $15,000 Traded Jun 4, 2025 Reported Jul 16, 2025
V Visa Inc. Joint's account Partial sale $1,001 – $15,000 Traded Jun 20, 2025 Reported Jul 16, 2025
V Visa Inc. Joint's account Partial sale $1,001 – $15,000 Traded Jun 26, 2025 Reported Jul 16, 2025
V Visa Inc. Joint's account Partial sale $1,001 – $15,000 Traded Jun 25, 2025 Reported Jul 16, 2025
V Visa Inc. Joint's account Partial sale $1,001 – $15,000 Traded Jun 24, 2025 Reported Jul 16, 2025

Report filed Jun 11, 2025 Open the report

ABBV AbbVie Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 22, 2025 Reported Jun 11, 2025
GOOG Alphabet Inc. - Class C Capital Stock Joint's account Partial sale $1,001 – $15,000 Traded May 8, 2025 Reported Jun 11, 2025
APP Applovin Corporation - Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 28, 2025 Reported Jun 11, 2025
ASML ASML Holding N.V. - New York Registry Shares Joint's account Purchase $1,001 – $15,000 Traded May 22, 2025 Reported Jun 11, 2025
CLPBY COLOPLAST AS SP/ADR Joint's account Sale $1,001 – $15,000 Traded May 14, 2025 Reported Jun 11, 2025
GLW Corning Incorporated Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 28, 2025 Reported Jun 11, 2025
GLW Corning Incorporated Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 22, 2025 Reported Jun 11, 2025
LLY Eli Lilly and Company Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 1, 2025 Reported Jun 11, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded May 13, 2025 Reported Jun 11, 2025
FI Fiserv, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded May 14, 2025 Reported Jun 11, 2025
GILD Gilead Sciences, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded May 14, 2025 Reported Jun 11, 2025
MSFT Microsoft Corporation - Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 21, 2025 Reported Jun 11, 2025
MSFT Microsoft Corporation - Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 22, 2025 Reported Jun 11, 2025
CRM Salesforce, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 22, 2025 Reported Jun 11, 2025
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share Joint's account Purchase $1,001 – $15,000 Traded May 23, 2025 Reported Jun 11, 2025
TEL TE Connectivity plc Ordinary Shares Joint's account Purchase $1,001 – $15,000 Traded May 22, 2025 Reported Jun 11, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 29, 2025 Reported Jun 11, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 27, 2025 Reported Jun 11, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 16, 2025 Reported Jun 11, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 15, 2025 Reported Jun 11, 2025
UBER Uber Technologies, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 15, 2025 Reported Jun 11, 2025
UNICY UNICHARM CORP S/ADR Joint's account Partial sale $1,001 – $15,000 Traded May 14, 2025 Reported Jun 11, 2025
UPS United Parcel Service, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded May 28, 2025 Reported Jun 11, 2025
ZTO ZTO Express Joint's account Sale $1,001 – $15,000 Traded May 23, 2025 Reported Jun 11, 2025

Report filed May 14, 2025 Open the report

MMM 3M Company Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 5, 2025 Reported May 14, 2025
ABBV AbbVie Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 3, 2025 Reported May 14, 2025
ABBV AbbVie Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 1, 2025 Reported May 14, 2025
ABBV AbbVie Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
AEIS Advanced Energy Industries, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
ADC Agree Realty Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
APD Air Products and Chemicals, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Joint's account Purchase $1,001 – $15,000 Traded Apr 4, 2025 Reported May 14, 2025
ALIZY ALLIANZ SE UNSP/ADR Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
GOOG Alphabet Inc. - Class C Capital Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
ABCB Ameris Bancorp - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
APPF AppFolio, Inc. - Class A Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
AAPL Apple Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
APP Applovin Corporation - Class A Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 16, 2025 Reported May 14, 2025
APP Applovin Corporation - Class A Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 14, 2025 Reported May 14, 2025
ABG Asbury Automotive Group Inc Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
ASML ASML Holding N.V. - New York Registry Shares Joint's account Sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
ATLKY ATLAS COPCO AB A S/ADR Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
BCPC Balchem Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
BRK.B Berkshire Hathaway Inc. New Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
BRK.B Berkshire Hathaway Inc. New Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 1, 2025 Reported May 14, 2025
BHP BHP Group Limited American Depositary Shares Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
BLK BlackRock, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 1, 2025 Reported May 14, 2025
BLK BlackRock, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
BX Blackstone Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 14, 2025 Reported May 14, 2025
CDRE Cadre Holdings, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
CATY Cathay General Bancorp - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
CBZ CBIZ, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
CENTA Central Garden & Pet Company - Class A Common Stock Nonvoting Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
SKY Champion Homes, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
CHX ChampionX Corporation Joint's account Sale $1,001 – $15,000 Traded Apr 7, 2025 Reported May 14, 2025
SCHW Charles Schwab Corporation Joint's account Purchase $1,001 – $15,000 Traded Apr 7, 2025 Reported May 14, 2025
LNG Cheniere Energy, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 22, 2025 Reported May 14, 2025
CVX Chevron Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
CHGCY CHUGAI PHARM UNSP/ADR Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
CINF Cincinnati Financial Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
CSCO Cisco Systems, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
KO Coca-Cola Company Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
GLW Corning Incorporated Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
GLW Corning Incorporated Common Stock Joint's account Sale $15,001 – $50,000 Traded Apr 17, 2025 Reported May 14, 2025
CCI Crown Castle Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
DHI D.R. Horton, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 21, 2025 Reported May 14, 2025
DASTY DASSAULT SYSTEMES SA ADR Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
DBSDY DBS GROUP HLDGS LTD S/ADR Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
D Dominion Energy, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
DASH DoorDash, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
EPAC Enerpac Tool Group Corp. Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
FAST Fastenal Company - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
FIS Fidelity National Information Services, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
FI Fiserv, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 4, 2025 Reported May 14, 2025
FMX Fomento Economico Mexicano S.A.B. de C.V. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
GMED Globus Medical, Inc. Class A Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
HLN Haleon plc American Depositary Shares Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
HDB HDFC Bank Limited Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
HLMN Hillman Solutions Corp. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
HD Home Depot, Inc. Joint's account Purchase $1,001 – $15,000 Traded Apr 21, 2025 Reported May 14, 2025
HMN Horace Mann Educators Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
HLI Houlihan Lokey, Inc. Class A Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
IDA IDACORP, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
INSM Insmed Incorporated - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
INTA Intapp, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
ITCI Intra-Cellular Therapies Inc. Joint's account Sale $1,001 – $15,000 Traded Apr 3, 2025 Reported May 14, 2025
ISRG Intuitive Surgical, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
JNJ Johnson & Johnson Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
KKR KKR & Co. Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 21, 2025 Reported May 14, 2025
KKR KKR & Co. Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 14, 2025 Reported May 14, 2025
LRLCY L'Oreal Co. American Depositary Shares Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
LOW Lowe's Companies, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
MGY Magnolia Oil & Gas Corporation Class A Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
MFC Manulife Financial Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
MA Mastercard Incorporated Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
MCK McKesson Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
META Meta Platforms, Inc. - Class A Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $50,001 – $100,000 Traded Apr 4, 2025 Reported May 14, 2025
NSRGY NESTLE S.A S/ADR Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
NFLX Netflix, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
NTDOY Nintendo Co Ltd ADR Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
NSC Norfolk Southern Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
NOC Northrop Grumman Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
NVDA NVIDIA Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
PAR PAR Technology Corporation Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
PATK Patrick Industries, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
PAYX Paychex, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
PGR Progressive Corporation Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
TLK PT Telekomunikasi Indonesia, Tbk Joint's account Purchase $1,001 – $15,000 Traded Apr 21, 2025 Reported May 14, 2025
RBC RBC Bearings Incorporated Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
RIO Rio Tinto Plc Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
RHHBY ROCHE HOLDING LTD S/ADR Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
RTX RTX Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 23, 2025 Reported May 14, 2025
CRM Salesforce, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
SAP SAP SE ADS Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
SHEL Shell PLC American Depositary Shares Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
SMNNY SHIMANO INC UNSP/ADR Joint's account Sale $1,001 – $15,000 Traded Apr 11, 2025 Reported May 14, 2025
SLGN Silgan Holdings Inc. Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
SONY Sony Group Corporation American Depositary Shares Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
SPXC SPX Technologies, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
STAG Stag Industrial, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
SBUX Starbucks Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
SBUX Starbucks Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
STRL Sterling Infrastructure, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
SF Stifel Financial Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
SSMXY SYSMEX CORP UNSP/ASDR Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
TSM Taiwan Semiconductor Manufacturing Company Ltd. Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
TEL TE Connectivity plc Ordinary Shares Joint's account Sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
TEL TE Connectivity plc Ordinary Shares Joint's account Sale $15,001 – $50,000 Traded Apr 17, 2025 Reported May 14, 2025
TTNDY TECHTRONIC INDUS LTD ADR Joint's account Purchase $1,001 – $15,000 Traded Apr 21, 2025 Reported May 14, 2025
TCEHY TENCENT HLDGS UNSP/ADR Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
TXN Texas Instruments Incorporated - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
DSGX The Descartes Systems Group Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
THR Thermon Group Holdings, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
TPH Tri Pointe Homes, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 21, 2025 Reported May 14, 2025
TWLO Twilio Inc. Class A Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
USPH U.S. Physical Therapy, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025
UFPI UFP Industries, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
UMBF UMB Financial Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
UNP Union Pacific Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Apr 17, 2025 Reported May 14, 2025

Report filed Apr 10, 2025 Open the report

ABT Abbott Laboratories Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 6, 2025 Reported Apr 10, 2025
APD Air Products and Chemicals, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 7, 2025 Reported Apr 10, 2025
AAPL Apple Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 6, 2025 Reported Apr 10, 2025
AAPL Apple Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 5, 2025 Reported Apr 10, 2025
APP Applovin Corporation - Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 13, 2025 Reported Apr 10, 2025
ASML ASML Holding N.V. - New York Registry Shares Joint's account Purchase $1,001 – $15,000 Traded Mar 12, 2025 Reported Apr 10, 2025
AZTA Azenta, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
BBVA Banco Bilbao Vizcaya Argentaria S.A. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 13, 2025 Reported Apr 10, 2025
BKNG Booking Holdings Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 5, 2025 Reported Apr 10, 2025
BKNG Booking Holdings Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 4, 2025 Reported Apr 10, 2025
AVGO Broadcom Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
CHRD Chord Energy Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
CRNX Crinetics Pharmaceuticals, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
DHI D.R. Horton, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
DEO Diageo plc Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
DSCSY DISCO CORP UNSP /ADR Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
DASH DoorDash, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 13, 2025 Reported Apr 10, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 10, 2025 Reported Apr 10, 2025
DAVA Endava plc American Depositary Shares Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
FI Fiserv, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 10, 2025 Reported Apr 10, 2025
FLYW Flywire Corporation - Voting Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
GILD Gilead Sciences, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 7, 2025 Reported Apr 10, 2025
HD Home Depot, Inc. Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
IFNNY Infineon Technologies AG Joint's account Sale $1,001 – $15,000 Traded Mar 13, 2025 Reported Apr 10, 2025
IFNNY Infineon Technologies AG Joint's account Partial sale $1,001 – $15,000 Traded Mar 14, 2025 Reported Apr 10, 2025
ICE Intercontinental Exchange Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 18, 2024 Reported Apr 10, 2025 · 388 days later
IBM International Business Machines Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 10, 2025 Reported Apr 10, 2025
ITCI Intra-Cellular Therapies Inc. Joint's account Partial sale $1,001 – $15,000 Traded Mar 17, 2025 Reported Apr 10, 2025
JNJ Johnson & Johnson Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 7, 2025 Reported Apr 10, 2025
MA Mastercard Incorporated Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 6, 2025 Reported Apr 10, 2025
META Meta Platforms, Inc. - Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 5, 2025 Reported Apr 10, 2025
PPBI Pacific Premier Bancorp Inc - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
PYPL PayPal Holdings, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 3, 2025 Reported Apr 10, 2025
TLK PT Telekomunikasi Indonesia, Tbk Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
NOW ServiceNow, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
SHOP Shopify Inc. - Class A Subordinate Voting Shares Joint's account Partial sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
SNOW Snowflake Inc. Class A Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
SPOT Spotify Technology S.A. Ordinary Shares Joint's account Partial sale $1,001 – $15,000 Traded Mar 24, 2025 Reported Apr 10, 2025
TSM Taiwan Semiconductor Manufacturing Company Ltd. Joint's account Partial sale $1,001 – $15,000 Traded Mar 4, 2025 Reported Apr 10, 2025
TNDM Tandem Diabetes Care, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
TTNDY TECHTRONIC INDUS LTD ADR Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
TPH Tri Pointe Homes, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 10, 2025
V Visa Inc. Joint's account Purchase $1,001 – $15,000 Traded Mar 3, 2025 Reported Apr 10, 2025
V Visa Inc. Joint's account Purchase $1,001 – $15,000 Traded Mar 5, 2025 Reported Apr 10, 2025
V Visa Inc. Joint's account Purchase $1,001 – $15,000 Traded Mar 24, 2025 Reported Apr 10, 2025
WMT Walmart Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 11, 2025 Reported Apr 10, 2025
WMT Walmart Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 17, 2025 Reported Apr 10, 2025

Report filed Mar 6, 2025 Open the report

ABT Abbott Laboratories Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 13, 2025 Reported Mar 6, 2025
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Joint's account Purchase $1,001 – $15,000 Traded Feb 12, 2025 Reported Mar 6, 2025
ABEV Ambev S.A. American Depositary Shares Joint's account Sale $1,001 – $15,000 Traded Feb 7, 2025 Reported Mar 6, 2025
ABEV Ambev S.A. American Depositary Shares Joint's account Partial sale $1,001 – $15,000 Traded Feb 6, 2025 Reported Mar 6, 2025
AAPL Apple Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 3, 2025 Reported Mar 6, 2025
AAPL Apple Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 24, 2025 Reported Mar 6, 2025
AAPL Apple Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
BRK.B Berkshire Hathaway Inc. New Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
BX Blackstone Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 27, 2025 Reported Mar 6, 2025
BX Blackstone Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
XYZ Block, Inc. Class A Common Stock, Joint's account Sale $1,001 – $15,000 Traded Feb 27, 2025 Reported Mar 6, 2025
XYZ Block, Inc. Class A Common Stock, Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Mar 6, 2025
AVGO Broadcom Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 6, 2025 Reported Mar 6, 2025
SCHW Charles Schwab Corporation Joint's account Partial sale $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
CSCO Cisco Systems, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
DHI D.R. Horton, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 13, 2025 Reported Mar 6, 2025
DASTY DASSAULT SYSTEMES SA ADR Joint's account Partial sale $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
DSCSY DISCO CORP UNSP /ADR Joint's account Purchase $1,001 – $15,000 Traded Feb 10, 2025 Reported Mar 6, 2025
DSCSY DISCO CORP UNSP /ADR Joint's account Purchase $1,001 – $15,000 Traded Feb 7, 2025 Reported Mar 6, 2025
XNGSY EEN ENERGY HLDGS UNSP/ADR Joint's account Partial sale $1,001 – $15,000 Traded Feb 7, 2025 Reported Mar 6, 2025
XNGSY EEN ENERGY HLDGS UNSP/ADR Joint's account Partial sale $1,001 – $15,000 Traded Feb 10, 2025 Reported Mar 6, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 19, 2025 Reported Mar 6, 2025
FI Fiserv, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
FI Fiserv, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
GS Goldman Sachs Group, Inc. Joint's account Partial sale $1,001 – $15,000 Traded Feb 28, 2025 Reported Mar 6, 2025
HD Home Depot, Inc. Joint's account Partial sale $1,001 – $15,000 Traded Feb 24, 2025 Reported Mar 6, 2025
ICFI ICF International, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Feb 19, 2025 Reported Mar 6, 2025
IFNNY Infineon Technologies AG Joint's account Partial sale $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
KKR KKR & Co. Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 27, 2025 Reported Mar 6, 2025
KKR KKR & Co. Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
MSFT Microsoft Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 24, 2025 Reported Mar 6, 2025
MSFT Microsoft Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $1,000,001 – $5,000,000 Traded Feb 14, 2025 Reported Mar 6, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $500,001 – $1,000,000 Traded Feb 14, 2025 Reported Mar 6, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $1,000,001 – $5,000,000 Traded Feb 14, 2025 Reported Mar 6, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $1,000,001 – $5,000,000 Traded Feb 14, 2025 Reported Mar 6, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Sale $500,001 – $1,000,000 Traded Feb 14, 2025 Reported Mar 6, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Sale $250,001 – $500,000 Traded Feb 14, 2025 Reported Mar 6, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Sale $1,000,001 – $5,000,000 Traded Feb 14, 2025 Reported Mar 6, 2025
MSFT Microsoft Corporation - Common Stock Joint's account Partial sale $1,000,001 – $5,000,000 Traded Feb 14, 2025 Reported Mar 6, 2025
NTDOY Nintendo Co Ltd ADR Joint's account Partial sale $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
FNA Paragon 28, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Feb 27, 2025 Reported Mar 6, 2025
PAYX Paychex, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
PYPL PayPal Holdings, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 13, 2025 Reported Mar 6, 2025
PYPL PayPal Holdings, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 6, 2025 Reported Mar 6, 2025
SHOP Shopify Inc. Class A Subordinate Voting Shares Joint's account Purchase $1,001 – $15,000 Traded Feb 12, 2025 Reported Mar 6, 2025
SHOP Shopify Inc. Class A Subordinate Voting Shares Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Mar 6, 2025
SNOW Snowflake Inc. Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
SPOT Spotify Technology S.A. Ordinary Shares Joint's account Partial sale $1,001 – $15,000 Traded Feb 21, 2025 Reported Mar 6, 2025
SBUX Starbucks Corporation - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Mar 6, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 5, 2025 Reported Mar 6, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 14, 2025 Reported Mar 6, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 13, 2025 Reported Mar 6, 2025
TDG Transdigm Group Incorporated Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 4, 2025 Reported Mar 6, 2025
TWLO Twilio Inc. Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 6, 2025 Reported Mar 6, 2025
UNP Union Pacific Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Mar 6, 2025
VRT Vertiv Holdings, LLC Class A Common Stock Joint's account Sale $1,001 – $15,000 Traded Feb 25, 2025 Reported Mar 6, 2025
V Visa Inc. Joint's account Purchase $1,001 – $15,000 Traded Feb 28, 2025 Reported Mar 6, 2025
V Visa Inc. Joint's account Purchase $1,001 – $15,000 Traded Feb 13, 2025 Reported Mar 6, 2025
WMT Walmart Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Mar 6, 2025

Report filed Feb 10, 2025 Open the report

MMM 3M Company Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 30, 2025 Reported Feb 10, 2025
MMM 3M Company Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 21, 2025 Reported Feb 10, 2025
ABT Abbott Laboratories Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 29, 2025 Reported Feb 10, 2025
ABT Abbott Laboratories Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 10, 2025
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Joint's account Purchase $1,001 – $15,000 Traded Jan 31, 2025 Reported Feb 10, 2025
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
GOOG Alphabet Inc. - Class C Capital Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
ABEV Ambev S.A. American Depositary Shares Joint's account Purchase $1,001 – $15,000 Traded Jan 27, 2025 Reported Feb 10, 2025
ANET Arista Networks, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 31, 2025 Reported Feb 10, 2025
ANET Arista Networks, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 10, 2025
BRK.B Berkshire Hathaway Inc. New Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
AVGO Broadcom Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 10, 2025
AVGO Broadcom Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 29, 2025 Reported Feb 10, 2025
CDRE Cadre Holdings, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 27, 2025 Reported Feb 10, 2025
KO Coca-Cola Company Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
KO Coca-Cola Company Joint's account Purchase $1,001 – $15,000 Traded Jan 21, 2025 Reported Feb 10, 2025
CLPBY COLOPLAST AS SP/ADR Joint's account Purchase $1,001 – $15,000 Traded Jan 27, 2025 Reported Feb 10, 2025
GLW Corning Incorporated Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 30, 2025 Reported Feb 10, 2025
GLW Corning Incorporated Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 27, 2025 Reported Feb 10, 2025
DHI D.R. Horton, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
D Dominion Energy, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
ETN Eaton Corporation, PLC Ordinary Shares Joint's account Partial sale $1,001 – $15,000 Traded Jan 29, 2025 Reported Feb 10, 2025
ETN Eaton Corporation, PLC Ordinary Shares Joint's account Partial sale $1,001 – $15,000 Traded Jan 23, 2025 Reported Feb 10, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 8, 2025 Reported Feb 10, 2025
FICO Fair Isaac Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 27, 2025 Reported Feb 10, 2025
GMAB Genmab A/S - American Depositary Shares Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
GBOOY Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR Joint's account Purchase $1,001 – $15,000 Traded Jan 27, 2025 Reported Feb 10, 2025
ICFI ICF International, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 31, 2025 Reported Feb 10, 2025
INTA Intapp, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 17, 2025 Reported Feb 10, 2025
ITCI Intra-Cellular Therapies Inc. Joint's account Partial sale $1,001 – $15,000 Traded Jan 24, 2025 Reported Feb 10, 2025
ISRG Intuitive Surgical, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 21, 2025 Reported Feb 10, 2025
ISRG Intuitive Surgical, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 29, 2025 Reported Feb 10, 2025
ISRG Intuitive Surgical, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 10, 2025 Reported Feb 10, 2025
JNJ Johnson & Johnson Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
JNJ Johnson & Johnson Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 24, 2025 Reported Feb 10, 2025
JNJ Johnson & Johnson Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 21, 2025 Reported Feb 10, 2025
MA Mastercard Incorporated Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 30, 2025 Reported Feb 10, 2025
MA Mastercard Incorporated Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 31, 2025 Reported Feb 10, 2025
MA Mastercard Incorporated Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
MELI MercadoLibre, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 27, 2025 Reported Feb 10, 2025
MRK Merck & Company, Inc. Common Stock Joint's account Sale $15,001 – $50,000 Traded Jan 27, 2025 Reported Feb 10, 2025
META Meta Platforms, Inc. - Class A Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
MSFT Microsoft Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
MSFT Microsoft Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 21, 2025 Reported Feb 10, 2025
MSFT Microsoft Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 31, 2025 Reported Feb 10, 2025
NSRGY NESTLE S.A S/ADR Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
NFLX Netflix, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 22, 2025 Reported Feb 10, 2025
NVDA NVIDIA Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 29, 2025 Reported Feb 10, 2025
NVDA NVIDIA Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 10, 2025
NVDA NVIDIA Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 17, 2025 Reported Feb 10, 2025
NVDA NVIDIA Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
ORCL Oracle Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 10, 2025
ORCL Oracle Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 22, 2025 Reported Feb 10, 2025
ORCL Oracle Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 21, 2025 Reported Feb 10, 2025
PANW Palo Alto Networks, Inc. Joint's account Partial sale $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
PAR PAR Technology Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 17, 2025 Reported Feb 10, 2025
TLK PT Telekomunikasi Indonesia, Tbk Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
PWR Quanta Services, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 29, 2025 Reported Feb 10, 2025
PWR Quanta Services, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 21, 2025 Reported Feb 10, 2025
REGN Regeneron Pharmaceuticals, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Jan 24, 2025 Reported Feb 10, 2025
CRM Salesforce, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 29, 2025 Reported Feb 10, 2025
SHEL Shell PLC American Depositary Shares Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
TSM Taiwan Semiconductor Manufacturing Company Ltd. Joint's account Partial sale $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 10, 2025
TEL TE Connectivity plc Ordinary Shares Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2025 Reported Feb 10, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 10, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 31, 2025 Reported Feb 10, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 30, 2025 Reported Feb 10, 2025
TT Trane Technologies plc Joint's account Partial sale $1,001 – $15,000 Traded Jan 30, 2025 Reported Feb 10, 2025
TT Trane Technologies plc Joint's account Partial sale $1,001 – $15,000 Traded Jan 23, 2025 Reported Feb 10, 2025
TDG Transdigm Group Incorporated Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
TWLO Twilio Inc. Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 31, 2025 Reported Feb 10, 2025
UBER Uber Technologies, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 23, 2025 Reported Feb 10, 2025
UBER Uber Technologies, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jan 29, 2025 Reported Feb 10, 2025
UNICY UNICHARM CORP S/ADR Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 10, 2025
UNP Union Pacific Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 29, 2025 Reported Feb 10, 2025
V Visa Inc. Joint's account Purchase $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 10, 2025
V Visa Inc. Joint's account Purchase $1,001 – $15,000 Traded Jan 30, 2025 Reported Feb 10, 2025
V Visa Inc. Joint's account Purchase $1,001 – $15,000 Traded Jan 31, 2025 Reported Feb 10, 2025
V Visa Inc. Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2025 Reported Feb 10, 2025
V Visa Inc. Joint's account Purchase $1,001 – $15,000 Traded Jan 24, 2025 Reported Feb 10, 2025
WMT Walmart Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 22, 2025 Reported Feb 10, 2025

Report filed Jan 14, 2025 Open the report

BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Joint's account Sale $1,001 – $15,000 Traded Dec 16, 2024 Reported Jan 14, 2025
ABEV Ambev S.A. American Depositary Shares Joint's account Partial sale $1,001 – $15,000 Traded Dec 27, 2024 Reported Jan 14, 2025
AAPL Apple Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 19, 2024 Reported Jan 14, 2025
SQ Block, Inc. Class A Common Stock, Joint's account Purchase $1,001 – $15,000 Traded Dec 30, 2024 Reported Jan 14, 2025
CDRE Cadre Holdings, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Dec 27, 2024 Reported Jan 14, 2025
CDRE Cadre Holdings, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 6, 2024 Reported Jan 14, 2025
KO Coca-Cola Company Joint's account Sale $1,001 – $15,000 Traded Dec 16, 2024 Reported Jan 14, 2025
CLPBY COLOPLAST AS SP/ADR Joint's account Sale $1,001 – $15,000 Traded Dec 27, 2024 Reported Jan 14, 2025
DHI D.R. Horton, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 16, 2024 Reported Jan 14, 2025
D Dominion Energy, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 16, 2024 Reported Jan 14, 2025
ETN Eaton Corporation, PLC Ordinary Shares Joint's account Partial sale $1,001 – $15,000 Traded Dec 11, 2024 Reported Jan 14, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 10, 2024 Reported Jan 14, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 9, 2024 Reported Jan 14, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 11, 2024 Reported Jan 14, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 13, 2024 Reported Jan 14, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 12, 2024 Reported Jan 14, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 16, 2024 Reported Jan 14, 2025
LLY Eli Lilly and Company Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 18, 2024 Reported Jan 14, 2025
GMAB Genmab A/S - American Depositary Shares Joint's account Sale $1,001 – $15,000 Traded Dec 16, 2024 Reported Jan 14, 2025
GBCI Glacier Bancorp, Inc. Joint's account Partial sale $1,001 – $15,000 Traded Dec 6, 2024 Reported Jan 14, 2025
GS Goldman Sachs Group, Inc. Joint's account Purchase $1,001 – $15,000 Traded Dec 30, 2024 Reported Jan 14, 2025
GBOOY Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR Joint's account Sale $1,001 – $15,000 Traded Dec 27, 2024 Reported Jan 14, 2025
ISRG Intuitive Surgical, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 23, 2024 Reported Jan 14, 2025
JNJ Johnson & Johnson Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 12, 2024 Reported Jan 14, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Sale $1,000,001 – $5,000,000 Traded Dec 20, 2024 Reported Jan 14, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Sale $1,000,001 – $5,000,000 Traded Dec 20, 2024 Reported Jan 14, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Sale $1,000,001 – $5,000,000 Traded Dec 20, 2024 Reported Jan 14, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Sale $1,000,001 – $5,000,000 Traded Dec 20, 2024 Reported Jan 14, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $1,000,001 – $5,000,000 Traded Dec 20, 2024 Reported Jan 14, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $1,000,001 – $5,000,000 Traded Dec 20, 2024 Reported Jan 14, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $1,000,001 – $5,000,000 Traded Dec 20, 2024 Reported Jan 14, 2025
MSFT Option · Microsoft Corporation - Common Stock Joint's account Purchase $1,000,001 – $5,000,000 Traded Dec 20, 2024 Reported Jan 14, 2025
NSRGY NESTLE S.A S/ADR Joint's account Partial sale $1,001 – $15,000 Traded Dec 16, 2024 Reported Jan 14, 2025
NVDA NVIDIA Corporation - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 19, 2024 Reported Jan 14, 2025
ORCL Oracle Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 18, 2024 Reported Jan 14, 2025
PRIM Primoris Services Corporation Joint's account Partial sale $1,001 – $15,000 Traded Dec 6, 2024 Reported Jan 14, 2025
PGNY Progyny, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Dec 6, 2024 Reported Jan 14, 2025
TLK PT Telekomunikasi Indonesia, Tbk Joint's account Sale $1,001 – $15,000 Traded Dec 16, 2024 Reported Jan 14, 2025
CRM Salesforce, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 13, 2024 Reported Jan 14, 2025
SHEL Shell PLC American Depositary Shares Joint's account Partial sale $1,001 – $15,000 Traded Dec 16, 2024 Reported Jan 14, 2025
SPXC SPX Technologies, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 6, 2024 Reported Jan 14, 2025
SNPS Synopsys, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 9, 2024 Reported Jan 14, 2025
TSLA Tesla, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 3, 2024 Reported Jan 14, 2025
TXRH Texas Roadhouse, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 6, 2024 Reported Jan 14, 2025
THR Thermon Group Holdings, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 6, 2024 Reported Jan 14, 2025
TT Trane Technologies plc Joint's account Partial sale $1,001 – $15,000 Traded Dec 23, 2024 Reported Jan 14, 2025
TT Trane Technologies plc Joint's account Partial sale $1,001 – $15,000 Traded Dec 5, 2024 Reported Jan 14, 2025
UBER Uber Technologies, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 9, 2024 Reported Jan 14, 2025
UBER Uber Technologies, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 18, 2024 Reported Jan 14, 2025
UNICY UNICHARM CORP S/ADR Joint's account Sale $1,001 – $15,000 Traded Dec 16, 2024 Reported Jan 14, 2025
UNP Union Pacific Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 13, 2024 Reported Jan 14, 2025
GWW W.W. Grainger, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 12, 2024 Reported Jan 14, 2025
WMT Walmart Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 18, 2024 Reported Jan 14, 2025
WMT Walmart Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 20, 2024 Reported Jan 14, 2025
WMT Walmart Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 19, 2024 Reported Jan 14, 2025

Amounts are the ranges members report, not exact amounts. Reports can come up to 45 days after the trade. From House STOCK Act reports. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk.

This is data, not investment advice. About StockToast