Congressional trades
Josh Gottheimer stock trades
- Most recent buys: AMAT (Aug 6, 2026, +2% since), QSR (Aug 6, 2026, -4% since), GOOGM (Jul 24, 2026, +5% since).
- 115 of the 163 purchases we can price are higher today. The median one is +11%, against +28% for the S&P 500 over the same holding periods.
- Largest disclosed buy: $1,001 - $15,000 of AMAT on Aug 6, 2026.
- On 4 occasions the same stock was bought and sold on the same day. That pattern often reflects an adviser managing the account rather than a change of view, so read single trades with care.
Price changes use the closing price on each trade date, not the price actually paid, and ignore dividends. Filings report amounts only as ranges, so these figures show direction, not anyone's actual profit.
Josh Gottheimer reported 560 transactions in 21 disclosure filings with the House Clerk for 2025–2026: 189 purchases and 371 sales across 225 stocks, with trade dates from Mar 18, 2024 to Aug 14, 2026. The most-traded stock is MSFT (35 trades). The median gap between trade date and filing date is 27 days, and 1 trade was reported more than 45 days after it happened.
Josh Gottheimer represents New Jersey's 5th district and sits on committees overseeing financial policy.
- Disclosed trades
- 560
- 2025–2026
- Buys / sells
- 189 / 371
- Disclosed range
- $18.6M – $83.2M
- sum of reported ranges
- Congress rank
- #7
- of 176 filers by row count
Democrat · NJ · Latest filing 2026-09-14. Ranges are the filed brackets; no midpoint estimates or portfolio value are inferred.
Would copying these trades beat the S&P 500?Most-traded tickers
The 12 most-reported tickers, ranked by transaction count. Tickers with three or more rows for this member link to a dedicated page; others link to the all-Congress ticker page or the company profile.
| Ticker | Rows | Buys | Sells | Last trade |
|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | 35 | 17 | 18 | 2026-08-14 |
| V Visa Inc. | 18 | 10 | 8 | 2026-02-18 |
| LLY Eli Lilly and Company Common Stock | 13 | 1 | 12 | 2025-05-13 |
| TSLA Tesla, Inc. - Common Stock | 13 | 9 | 4 | 2025-06-05 |
| WMT Walmart Inc. Common Stock | 8 | 7 | 1 | 2025-07-28 |
| AAPL Apple Inc. - Common Stock | 7 | 1 | 6 | 2025-04-09 |
| NSRGY NESTLE S.A S/ADR | 7 | 1 | 6 | 2026-06-01 |
| NVDA NVIDIA Corporation - Common Stock | 7 | 1 | 6 | 2025-06-24 |
| UBER Uber Technologies, Inc. Common Stock | 7 | 1 | 6 | 2026-01-30 |
| ABT Abbott Laboratories Common Stock | 6 | 3 | 3 | 2026-05-27 |
| BRK.B Berkshire Hathaway Inc. New Common Stock | 6 | 1 | 5 | 2026-05-04 |
| GLW Corning Incorporated Common Stock | 6 | 4 | 2 | 2025-05-28 |
Disclosure profile
- Periodic reports parsed
- 21
- Distinct tickers
- 225
- First / last trade
- 2024-03-18 → 2026-08-14
- Median filing lag
- 27 days
- Rows filed after 45 days
- 1
- Reported owner
- Joint 560
How long disclosure took
Days from trade date to filing date for 560 rows. The STOCK Act allows 30 days from notification and no more than 45 days from the trade. A late row is a timing fact, not evidence of wrongdoing.
- 0–15 days
- 91
- 16–30 days
- 245
- 31–45 days
- 223
- Over 45 days
- 1
- Median / longest
- 27d / 388d
Source documents
21 House Clerk periodic transaction reports, newest first. Each link opens the official filing.
- #20035455Filed 2026-09-14 · 7 rows
- #20035186Filed 2026-08-10 · 13 rows
- #20034938Filed 2026-07-07 · 7 rows
- #20034693Filed 2026-06-03 · 20 rows
- #20034585Filed 2026-05-19 · 26 rows
- #20034305Filed 2026-04-08 · 18 rows
- #20034130Filed 2026-03-16 · 16 rows
- #20033930Filed 2026-02-26 · 6 rows
- #20033756Filed 2026-01-14 · 9 rows
- #20033576Filed 2025-12-29 · 8 rows
- #20033398Filed 2025-11-17 · 4 rows
- #20032246Filed 2025-10-15 · 10 rows
9 older filings are linked from the transaction table.
What Josh Gottheimer's filings don’t tell you
A disclosure row records a trade date, an amount bracket, and who owned the asset. It does not say why the trade was made, whether the position is still held, or anything about the business behind the ticker: revenue trends, margins, balance-sheet risk, or valuation. Those answers are in company filings, not congressional ones.
- Microsoft Corporation financials and filings
Audited SEC figures, what moves MSFT, and primary sources.
Compare ADBE vs MSFT side by side - Visa Inc. financials and filings
Audited SEC figures, what moves V, and primary sources.
Compare MA vs V side by side - Eli Lilly and Company financials and filings
Audited SEC figures, what moves LLY, and primary sources.
Compare ABBV vs LLY side by side
To work through a company yourself, use our stock research checklist. Members get the full version of that work: one sourced investment call a month, with the numbers and the risks that would change the view.
Members-only research
We've researched stocks Josh Gottheimer traded
NVDA · Aug 12, 2026
Issue 05: NVIDIA Is Building the Credit Market for AINVIDIA has found a way to turn knowledge of its own roadmap into a lower cost of capital for its customers. The result could move AI infrastructure from venture equity into private credit, insurance balance sheets and securitized debt.
AMD · Sep 9, 2026
AMD’s server franchise can finance a second AI platformA retrospective case study of what AMD’s CPU and accelerator evidence showed on February 4, 2026, kept separate from the partnerships that came later.
The thesis, the numbers behind it, and what would break it. Full access is $39 a month.
Read the full researchAll verified transactions
Parsed from official House Clerk periodic transaction reports for 2025 and 2026. Sort any column, filter by type or reported owner, and open the filing date to read the source filing. Amounts are the ranges reported on the filing.
560 of 560 rows
| Type | Owner | ||||
|---|---|---|---|---|---|
Microsoft Corporation - Common Stock Call options; Strike price $340; Expires 10/16/2026 MSFT | Purchase | Joint | $250,001 - $500,000 | 2026-09-14 #20035455 | |
Microsoft Corporation - Common Stock Call options; Strike price $330; Expires 10/16/2026 MSFT | Purchase | Joint | $500,001 - $1,000,000 | 2026-09-14 #20035455 | |
Microsoft Corporation - Common Stock Call options; Strike price $340; Expires 12/18/2026 MSFT | Sale | Joint | $250,001 - $500,000 | 2026-09-14 #20035455 | |
Microsoft Corporation - Common Stock Call options; Strike price $335; Expires 12/18/2026 MSFT | Sale | Joint | $500,001 - $1,000,000 | 2026-09-14 #20035455 | |
Applied Materials, Inc. - Common Stock AMAT | Purchase | Joint | $1,001 - $15,000 | 2026-09-14 #20035455 | |
Republic Services, Inc. Common | Purchase | Joint | $1,001 - $15,000 | 2026-09-14 #20035455 | |
Restaurant Brands International Inc. Common Shares QSR | Purchase | Joint | $1,001 - $15,000 | 2026-09-14 #20035455 | |
Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock GOOGM | Purchase | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock GOOGN | Purchase | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock GOOGN | Purchase | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
Crown Castle Inc. Common Stock CCI | Sale | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
NICE Ltd - American Depositary Shares each representing one Ordinary Share NICE | Purchase | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
SailPoint Technologies Holdings, Inc. SAIL | Purchase | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
Chart Industries, Inc. GTLS | Sale | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
Monster Beverage Corporation - Common Stock MNST | Purchase | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
International Business Machines Corporation Common Stock IBM | Sale | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
Palo Alto Networks, Inc. PANW | Purchase | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
CrowdStrike Holdings, Inc. - Class A Common Stock CRWD | Purchase | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
International Business Machines Corporation Common Stock IBM | Sale | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
Fabrinet Ordinary Shares FN | Sale | Joint | $1,001 - $15,000 | 2026-08-10 #20035186 | |
Nintendo Co Ltd ADR NTDOY | Sale | Joint | $1,001 - $15,000 | 2026-07-07 #20034938 | |
Insmed Incorporated - Common Stock INSM | Sale | Joint | $1,001 - $15,000 | 2026-07-07 #20034938 | |
Agree Realty Corporation Common Stock ADC | Sale | Joint | $1,001 - $15,000 | 2026-07-07 #20034938 | |
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share BABA | Sale | Joint | $1,001 - $15,000 | 2026-07-07 #20034938 | |
Booking Holdings Inc. - Common Stock BKNG | Sale | Joint | $1,001 - $15,000 | 2026-07-07 #20034938 | |
NESTLE S.A S/ADR NSRGY | Sale | Joint | $1,001 - $15,000 | 2026-07-07 #20034938 | |
NOVONESIS B UNSP/ADR NVZMY | Sale | Joint | $1,001 - $15,000 | 2026-07-07 #20034938 | |
Abbott Laboratories Common Stock ABT | Sale | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Intuit Inc. - Common Stock 5/26/26 full sale less than $1,000 INTU | Sale | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Lumentum Holdings Inc. - Common Stock LITE | Purchase | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Micron Technology, Inc. - Common Stock MU | Purchase | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Analog Devices, Inc. - Common Stock ADI | Purchase | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Microsoft Corporation - Common Stock Call options; Strike price $340; Expires 10/16/2026 MSFT | Sale | Joint | $250,001 - $500,000 | 2026-06-03 #20034693 | |
Microsoft Corporation - Common Stock Call options; Strike price $330; Expires 10/16/2026 MSFT | Sale | Joint | $500,001 - $1,000,000 | 2026-06-03 #20034693 | |
Microsoft Corporation - Common Stock Call options; Strike price $325; Expires 06/18/2026 MSFT | Purchase | Joint | $250,001 - $500,000 | 2026-06-03 #20034693 | |
Microsoft Corporation - Common Stock Call options; Strike price $325; Expires 06/18/2026 MSFT | Purchase | Joint | $500,001 - $1,000,000 | 2026-06-03 #20034693 | |
Tri Pointe Homes, Inc. Common Stock TPH | Sale | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
NESTLE S.A S/ADR NSRGY | Sale | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Palo Alto Networks, Inc. PANW | Purchase | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Sandisk Corporation - Common Stock When-Issued SNDK | Purchase | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
AbbVie Inc. Common Stock ABBV | Sale | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Advanced Micro Devices, Inc. AMD | Purchase | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
NESTLE S.A S/ADR NSRGY | Sale | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Sale | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Sale | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Twilio Inc. Class A Common Stock TWLO | Purchase | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
Fabrinet Ordinary Shares FN | Purchase | Joint | $1,001 - $15,000 | 2026-06-03 #20034693 | |
3M Company Common Stock MMM | Sale | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
Advanced Micro Devices, Inc. AMD | Purchase | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
International Business Machines Corporation Common Stock IBM | Sale | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
ServiceNow, Inc. Common Stock NOW | Sale | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
Advanced Micro Devices, Inc. AMD | Purchase | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
Goldman Sachs Group, Inc. GS | Purchase | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
Freeport-McMoRan, Inc. Common Stock FCX | Purchase | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
HDFC Bank Limited Common Stock HDB | Sale | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
Infineon Technologies AG | Purchase | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
Intapp, Inc. - Common Stock INTA | Purchase | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
Ally Financial Inc. Common Stock ALLY | Sale | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
AT&T Inc. T | Sale | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
Darden Restaurants, Inc. Common Stock DRI | Sale | Joint | $15,001 - $50,000 | 2026-05-19 #20034585 | |
Dollar Tree, Inc. - Common Stock DLTR | Sale | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
Ford Motor Company Common Stock F | Sale | Joint | $15,001 - $50,000 | 2026-05-19 #20034585 | |
Goldman Sachs Group, Inc. GS | Sale | Joint | $15,001 - $50,000 | 2026-05-19 #20034585 | |
Home Depot, Inc. HD | Sale | Joint | $15,001 - $50,000 | 2026-05-19 #20034585 | |
MarketAxess Holdings, Inc. - Common Stock MKTX | Sale | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
Martin Marietta Materials, Inc. Common Stock MLM | Sale | Joint | $15,001 - $50,000 | 2026-05-19 #20034585 | |
Performance Food Group Company Common Stock PFGC | Sale | Joint | $15,001 - $50,000 | 2026-05-19 #20034585 | |
Synchrony Financial Common Stock SYF | Sale | Joint | $15,001 - $50,000 | 2026-05-19 #20034585 | |
Tractor Supply Company - Common Stock TSCO | Sale | Joint | $15,001 - $50,000 | 2026-05-19 #20034585 | |
Valley National Bancorp VLY | Sale | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
CBIZ, Inc. Common Stock CBZ | Purchase | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
First Watch Restaurant Group, Inc. - Common Stock FWRG | Purchase | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares NTES | Purchase | Joint | $1,001 - $15,000 | 2026-05-19 #20034585 | |
Microsoft Corporation - Common Stock Call options; Strike price $325; Expires 06/18/2026 MSFT | Purchase | Joint | $50,001 - $100,000 | 2026-04-08 #20034305 | |
Microsoft Corporation - Common Stock Call options; Strike price $320; Expires 06/18/2026 MSFT | Purchase | Joint | $500,001 - $1,000,000 | 2026-04-08 #20034305 | |
Crown Castle Inc. Common Stock CCI | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
EEN ENERGY HLDGS UNSP/ADR XNGSY | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
Fabrinet Ordinary Shares FN | Purchase | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
Alcon Inc. Ordinary Shares ALC | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
HDFC Bank Limited Common Stock HDB | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
Infineon Technologies AG IFNNY | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
Intapp, Inc. - Common Stock INTA | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
La-Z-Boy Incorporated Common Stock LZB | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share SE | Purchase | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
ServiceNow, Inc. Common Stock NOW | Purchase | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
Air Products and Chemicals, Inc. Common Stock APD | Purchase | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
CBIZ, Inc. Common Stock CBZ | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
Columbia Banking System, Inc. - Common Stock COLB | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
First Watch Restaurant Group, Inc. - Common Stock FWRG | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares NTES | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
Phreesia, Inc. Common Stock PHR | Sale | Joint | $1,001 - $15,000 | 2026-04-08 #20034305 | |
Infineon Technologies AG IFNNY | Purchase | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Palo Alto Networks, Inc. PANW | Sale | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Federal Signal Corporation Common Stock FSS | Purchase | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Intuit Inc. - Common Stock INTU | Sale | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Carvana Co. Class A Common Stock CVNA | Sale | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Visa Inc. V | Sale | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Cummins Inc. Common Stock CMI | Purchase | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
GE Vernova Inc. Common Stock GEV | Purchase | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
UnitedHealth Group Incorporated Common Stock UNH | Purchase | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Cloudflare, Inc. Class A Common Stock NET | Sale | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Exxon Mobil Corporation Common Stock XOM | Purchase | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Fair Isaac Corporation Common Stock FICO | Sale | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Merck & Company, Inc. Common Stock MRK | Purchase | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Exxon Mobil Corporation Common Stock XOM | Purchase | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Microsoft Corporation - Common Stock MSFT | Sale | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
Monster Beverage Corporation - Common Stock MNST | Purchase | Joint | $1,001 - $15,000 | 2026-03-16 #20034130 | |
ServiceNow, Inc. Common Stock NOW | Sale | Joint | $1,001 - $15,000 | 2026-02-26 #20033930 | |
Uber Technologies, Inc. Common Stock UBER | Sale | Joint | $1,001 - $15,000 | 2026-02-26 #20033930 | |
Gilead Sciences, Inc. - Common Stock GILD | Purchase | Joint | $1,001 - $15,000 | 2026-02-26 #20033930 | |
Intercontinental Exchange Inc. Common Stock ICE | Purchase | Joint | $1,001 - $15,000 | 2026-02-26 #20033930 | |
NESTLE S.A S/ADR NSRGY | Sale | Joint | $1,001 - $15,000 | 2026-02-26 #20033930 | |
Schneider National, Inc. Common Stock SNDR | Sale | Joint | $1,001 - $15,000 | 2026-02-26 #20033930 | |
ServiceNow, Inc. Common Stock NOW | Sale | Joint | $1,001 - $15,000 | 2026-01-14 #20033756 | |
Cheniere Energy, Inc. Common Stock LNG | Sale | Joint | $1,001 - $15,000 | 2026-01-14 #20033756 | |
Uber Technologies, Inc. Common Stock UBER | Sale | Joint | $1,001 - $15,000 | 2026-01-14 #20033756 | |
Air Products and Chemicals, Inc. Common Stock APD | Sale | Joint | $15,001 - $50,000 | 2026-01-14 #20033756 | |
Utz Brands Inc Class A Common Stock UTZ | Sale | Joint | $1,001 - $15,000 | 2026-01-14 #20033756 | |
Commvault Systems, Inc. - Common Stock CVLT | Sale | Joint | $1,001 - $15,000 | 2026-01-14 #20033756 | |
M3 INC UNSP/ADR MTHRY | Sale | Joint | $1,001 - $15,000 | 2026-01-14 #20033756 | |
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share SE | Sale | Joint | $1,001 - $15,000 | 2026-01-14 #20033756 | |
SYSMEX CORP UNSP/ASDR SSMXY | Sale | Joint | $1,001 - $15,000 | 2026-01-14 #20033756 | |
DASSAULT SYSTEMES SA ADR DASTY | Sale | Joint | $1,001 - $15,000 | 2025-12-29 #20033576 | |
BHP Group Limited American Depositary Shares BHP | Sale | Joint | $1,001 - $15,000 | 2025-12-29 #20033576 | |
Edwards Lifesciences Corporation Common Stock EW | Sale | Joint | $1,001 - $15,000 | 2025-12-29 #20033576 | |
Fidelity National Information Services, Inc. Common Stock FIS | Sale | Joint | $15,001 - $50,000 | 2025-12-29 #20033576 | |
Home Depot, Inc. HD | Sale | Joint | $1,001 - $15,000 | 2025-12-29 #20033576 | |
HubSpot, Inc. Common Stock HUBS | Sale | Joint | $1,001 - $15,000 | 2025-12-29 #20033576 | |
KKR & Co. Inc. Common Stock KKR | Sale | Joint | $1,001 - $15,000 | 2025-12-29 #20033576 | |
CSW Industrials, Inc. Common Stock CSW | Purchase | Joint | $1,001 - $15,000 | 2025-12-29 #20033576 | |
3M Company Common Stock MMM | Sale | Joint | $1,001 - $15,000 | 2025-11-17 #20033398 | |
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares NTES | Purchase | Joint | $1,001 - $15,000 | 2025-11-17 #20033398 | |
NICE Ltd - American Depositary Shares each representing one Ordinary Share NICE | Purchase | Joint | $1,001 - $15,000 | 2025-11-17 #20033398 | |
Intercontinental Exchange Inc. Common Stock ICE | Sale | Joint | $1,001 - $15,000 | 2025-11-17 #20033398 | |
M3 INC UNSP/ADR MTHRY | Purchase | Joint | $1,001 - $15,000 | 2025-10-15 #20032246 | |
Commvault Systems, Inc. - Common Stock CVLT | Purchase | Joint | $1,001 - $15,000 | 2025-10-15 #20032246 | |
The Baldwin Insurance Group, Inc. - Class A Common Stock BWIN | Sale | Joint | $1,001 - $15,000 | 2025-10-15 #20032246 | |
Diageo plc Common Stock DEO | Sale | Joint | $1,001 - $15,000 | 2025-10-15 #20032246 | |
Independence Realty Trust, Inc. Common Stock IRT | Purchase | Joint | $1,001 - $15,000 | 2025-10-15 #20032246 | |
Natera, Inc. - Common Stock NTRA | Purchase | Joint | $1,001 - $15,000 | 2025-10-15 #20032246 | |
SYSMEX CORP UNSP/ASDR SSMXY | Purchase | Joint | $1,001 - $15,000 | 2025-10-15 #20032246 | |
Tandem Diabetes Care, Inc. - Common Stock TNDM | Purchase | Joint | $1,001 - $15,000 | 2025-10-15 #20032246 | |
The Trade Desk, Inc. - Class A Common Stock TTD | Sale | Joint | $1,001 - $15,000 | 2025-10-15 #20032246 | |
Intuitive Surgical, Inc. - Common Stock ISRG | Sale | Joint | $1,001 - $15,000 | 2025-10-15 #20032246 | |
Natera, Inc. - Common Stock NTRA | Purchase | Joint | $1,001 - $15,000 | 2025-09-05 #20031032 | |
SYSMEX CORP UNSP/ASDR SSMXY | Sale | Joint | $1,001 - $15,000 | 2025-09-05 #20031032 | |
International Business Machines Corporation Common Stock IBM | Sale | Joint | $1,001 - $15,000 | 2025-09-05 #20031032 | |
Visa Inc. V | Sale | Joint | $1,001 - $15,000 | 2025-09-05 #20031032 | |
Visa Inc. V | Sale | Joint | $1,001 - $15,000 | 2025-09-05 #20031032 | |
Walmart Inc. Common Stock WMT | Sale | Joint | $1,001 - $15,000 | 2025-08-11 #20030848 | |
International Business Machines Corporation Common Stock IBM | Sale | Joint | $1,001 - $15,000 | 2025-08-11 #20030848 | |
Natera, Inc. - Common Stock NTRA | Sale | Joint | $1,001 - $15,000 | 2025-08-11 #20030848 | |
Abbott Laboratories Common Stock ABT | Sale | Joint | $1,001 - $15,000 | 2025-08-11 #20030848 | |
Independence Realty Trust, Inc. Common Stock IRT | Sale | Joint | $1,001 - $15,000 | 2025-08-11 #20030848 | |
Visa Inc. V | Sale | Joint | $1,001 - $15,000 | 2025-08-11 #20030848 | |
SpringWorks Therapeutics, Inc. - common stock SWTX | Sale | Joint | $1,001 - $15,000 | 2025-08-11 #20030848 | |
Visa Inc. V | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Broadcom Inc. - Common Stock AVGO | Purchase | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Visa Inc. V | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
ConocoPhillips Common Stock COP | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
NVIDIA Corporation - Common Stock NVDA | Purchase | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Visa Inc. V | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Carvana Co. Class A Common Stock CVNA | Purchase | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Cloudflare, Inc. Class A Common Stock NET | Purchase | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
McDonald's Corporation Common Stock MCD | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Visa Inc. V | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Insmed Incorporated - Common Stock INSM | Purchase | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Chubb Limited Common Stock CB | Purchase | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Tesla, Inc. - Common Stock TSLA | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Salesforce, Inc. Common Stock CRM | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Union Pacific Corporation Common Stock UNP | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Akamai Technologies, Inc. - Common Stock AKAM | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Fidelity National Information Services, Inc. Common Stock FIS | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Pfizer, Inc. Common Stock PFE | Sale | Joint | $1,001 - $15,000 | 2025-07-16 #20030621 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Applovin Corporation - Class A Common Stock APP | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Corning Incorporated Common Stock GLW | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
United Parcel Service, Inc. Common Stock UPS | Sale | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share SE | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
ZTO Express ZTO | Sale | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
AbbVie Inc. Common Stock ABBV | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
ASML Holding N.V. - New York Registry Shares ASML | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Corning Incorporated Common Stock GLW | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Salesforce, Inc. Common Stock CRM | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
TE Connectivity plc Ordinary Shares TEL | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Microsoft Corporation - Common Stock MSFT | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Uber Technologies, Inc. Common Stock UBER | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
COLOPLAST AS SP/ADR CLPBY | Sale | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Fiserv, Inc. Common Stock FI | Sale | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Gilead Sciences, Inc. - Common Stock GILD | Sale | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
UNICHARM CORP S/ADR UNICY | Sale | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Alphabet Inc. - Class C Capital Stock GOOG | Sale | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
Eli Lilly and Company Common Stock LLY | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 #20030462 | |
RTX Corporation Common Stock RTX | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Cheniere Energy, Inc. Common Stock LNG | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
D.R. Horton, Inc. Common Stock DHI | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Home Depot, Inc. HD | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
KKR & Co. Inc. Common Stock KKR | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
PT Telekomunikasi Indonesia, Tbk TLK | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
TECHTRONIC INDUS LTD ADR TTNDY | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Tri Pointe Homes, Inc. Common Stock TPH | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
AbbVie Inc. Common Stock ABBV | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Advanced Energy Industries, Inc. - Common Stock AEIS | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
ASML Holding N.V. - New York Registry Shares ASML | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Cadre Holdings, Inc. Common Stock CDRE | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Corning Incorporated Common Stock GLW | Sale | Joint | $15,001 - $50,000 | 2025-05-14 #20030338 | |
Enerpac Tool Group Corp. Common Stock EPAC | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Hillman Solutions Corp. - Common Stock HLMN | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
PAR Technology Corporation Common Stock PAR | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Salesforce, Inc. Common Stock CRM | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Starbucks Corporation - Common Stock SBUX | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
TE Connectivity plc Ordinary Shares TEL | Sale | Joint | $15,001 - $50,000 | 2025-05-14 #20030338 | |
Thermon Group Holdings, Inc. Common Stock THR | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Twilio Inc. Class A Common Stock TWLO | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
U.S. Physical Therapy, Inc. Common Stock USPH | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Union Pacific Corporation Common Stock UNP | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Applovin Corporation - Class A Common Stock APP | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Applovin Corporation - Class A Common Stock APP | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Blackstone Inc. Common Stock BX | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
KKR & Co. Inc. Common Stock KKR | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
SHIMANO INC UNSP/ADR SMNNY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Agree Realty Corporation Common Stock ADC | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Air Products and Chemicals, Inc. Common Stock APD | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
ALLIANZ SE UNSP/ADR ALIZY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Alphabet Inc. - Class C Capital Stock GOOG | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Ameris Bancorp - Common Stock ABCB | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
AppFolio, Inc. - Class A Common Stock APPF | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Apple Inc. - Common Stock AAPL | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Asbury Automotive Group Inc Common Stock ABG | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
ATLAS COPCO AB A S/ADR ATLKY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Balchem Corporation - Common Stock BCPC | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
BHP Group Limited American Depositary Shares BHP | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
BlackRock, Inc. Common Stock BLK | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Cathay General Bancorp - Common Stock CATY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
CBIZ, Inc. Common Stock CBZ | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Central Garden & Pet Company - Class A Common Stock Nonvoting CENTA | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Champion Homes, Inc. Common Stock SKY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Chevron Corporation Common Stock CVX | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
CHUGAI PHARM UNSP/ADR CHGCY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Cincinnati Financial Corporation - Common Stock CINF | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Cisco Systems, Inc. - Common Stock CSCO | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Coca-Cola Company KO | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Corning Incorporated Common Stock GLW | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Crown Castle Inc. Common Stock CCI | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
DASSAULT SYSTEMES SA ADR DASTY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
DBS GROUP HLDGS LTD S/ADR DBSDY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Dominion Energy, Inc. Common Stock D | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
DoorDash, Inc. - Common Stock DASH | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Fastenal Company - Common Stock FAST | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Fidelity National Information Services, Inc. Common Stock FIS | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Fomento Economico Mexicano S.A.B. de C.V. Common Stock FMX | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Globus Medical, Inc. Class A Common Stock GMED | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Haleon plc American Depositary Shares HLN | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
HDFC Bank Limited Common Stock HDB | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Horace Mann Educators Corporation Common Stock HMN | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Houlihan Lokey, Inc. Class A Common Stock HLI | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
IDACORP, Inc. Common Stock IDA | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Insmed Incorporated - Common Stock INSM | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Intapp, Inc. - Common Stock INTA | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Intuitive Surgical, Inc. - Common Stock ISRG | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Johnson & Johnson Common Stock JNJ | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
L'Oreal Co. American Depositary Shares LRLCY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Lowe's Companies, Inc. Common Stock LOW | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
MACOM Technology Solutions Holdings, Inc. - Common Stock MTSI | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Magnolia Oil & Gas Corporation Class A Common Stock MGY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Manulife Financial Corporation Common Stock MFC | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Mastercard Incorporated Common Stock MA | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
McKesson Corporation Common Stock MCK | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Meta Platforms, Inc. - Class A Common Stock META | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
NESTLE S.A S/ADR NSRGY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Netflix, Inc. - Common Stock NFLX | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Nintendo Co Ltd ADR NTDOY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Norfolk Southern Corporation Common Stock NSC | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Northrop Grumman Corporation Common Stock NOC | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
NVIDIA Corporation - Common Stock NVDA | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Patrick Industries, Inc. - Common Stock PATK | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Paychex, Inc. - Common Stock PAYX | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Progressive Corporation PGR | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
RBC Bearings Incorporated Common Stock RBC | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Rio Tinto Plc Common Stock RIO | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
ROCHE HOLDING LTD S/ADR RHHBY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
SAP SE ADS SAP | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Shell PLC American Depositary Shares SHEL | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Silgan Holdings Inc. SLGN | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Sony Group Corporation American | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
SPX Technologies, Inc. Common Stock SPXC | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Stag Industrial, Inc. Common Stock STAG | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Starbucks Corporation - Common Stock SBUX | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Sterling Infrastructure, Inc. - Common Stock STRL | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Stifel Financial Corporation Common Stock SF | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
SYSMEX CORP UNSP/ASDR SSMXY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Taiwan Semiconductor Manufacturing Company Ltd. TSM | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
TE Connectivity plc Ordinary Shares TEL | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
TENCENT HLDGS UNSP/ADR TCEHY | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Texas Instruments Incorporated - Common Stock TXN | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
The Descartes Systems Group Inc. - Common Stock DSGX | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
UFP Industries, Inc. - Common Stock UFPI | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
UMB Financial Corporation - Common Stock UMBF | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
ChampionX Corporation CHX | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Charles Schwab Corporation SCHW | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
3M Company Common Stock MMM | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share BABA | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Fiserv, Inc. Common Stock FI | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Microsoft Corporation - Common Stock Call options; Strike price $320; Expires 6/18/2026 MSFT | Purchase | Joint | $50,001 - $100,000 | 2025-05-14 #20030338 | |
AbbVie Inc. Common Stock ABBV | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Intra-Cellular Therapies Inc. ITCI | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
AbbVie Inc. Common Stock ABBV | Purchase | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
BlackRock, Inc. Common Stock BLK | Sale | Joint | $1,001 - $15,000 | 2025-05-14 #20030338 | |
Spotify Technology S.A. Ordinary Shares SPOT | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Visa Inc. V | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Azenta, Inc. - Common Stock AZTA | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Broadcom Inc. - Common Stock AVGO | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Chord Energy Corporation - Common Stock CHRD | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Crinetics Pharmaceuticals, Inc. - Common Stock CRNX | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
D.R. Horton, Inc. Common Stock DHI | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Diageo plc Common Stock DEO | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
DISCO CORP UNSP /ADR DSCSY | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Endava plc American Depositary Shares DAVA | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Flywire Corporation - Voting Common Stock FLYW | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Home Depot, Inc. HD | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Pacific Premier Bancorp Inc - Common Stock PPBI | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
PT Telekomunikasi Indonesia, Tbk TLK | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
ServiceNow, Inc. Common Stock NOW | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Shopify Inc. - Class A Subordinate Voting Shares SHOP | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Snowflake Inc. Class A Common Stock SNOW | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Tandem Diabetes Care, Inc. - Common Stock TNDM | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
TECHTRONIC INDUS LTD ADR TTNDY | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Tesla, Inc. - Common Stock TSLA | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Tri Pointe Homes, Inc. Common Stock TPH | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Intra-Cellular Therapies Inc. ITCI | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Walmart Inc. Common Stock WMT | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Infineon Technologies AG | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Applovin Corporation - Class A Common Stock APP | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Banco Bilbao Vizcaya Argentaria S.A. Common Stock BBVA | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
DoorDash, Inc. - Common Stock DASH | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Infineon Technologies AG IFNNY | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
ASML Holding N.V. - New York Registry Shares ASML | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Walmart Inc. Common Stock WMT | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Fiserv, Inc. Common Stock FI | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
International Business Machines Corporation Common Stock IBM | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Air Products and Chemicals, Inc. Common Stock APD | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Gilead Sciences, Inc. - Common Stock GILD | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Johnson & Johnson Common Stock JNJ | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Abbott Laboratories Common Stock ABT | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Apple Inc. - Common Stock AAPL | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Mastercard Incorporated Common Stock MA | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Apple Inc. - Common Stock AAPL | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Booking Holdings Inc. - Common Stock BKNG | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Meta Platforms, Inc. - Class A Common Stock META | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Visa Inc. V | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Booking Holdings Inc. - Common Stock BKNG | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Taiwan Semiconductor Manufacturing Company Ltd. TSM | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
PayPal Holdings, Inc. - Common Stock PYPL | Sale | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Visa Inc. V | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 | |
Goldman Sachs Group, Inc. GS | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Visa Inc. V | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Blackstone Inc. Common Stock BX | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Block, Inc. Class A Common Stock, XYZ | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
KKR & Co. Inc. Common Stock KKR | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Paragon 28, Inc. Common Stock FNA | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Blackstone Inc. Common Stock BX | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Fiserv, Inc. Common Stock FI | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
KKR & Co. Inc. Common Stock KKR | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Vertiv Holdings, LLC Class A Common Stock VRT | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Apple Inc. - Common Stock AAPL | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Home Depot, Inc. HD | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Microsoft Corporation - Common Stock MSFT | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Apple Inc. - Common Stock AAPL | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Charles Schwab Corporation SCHW | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Cisco Systems, Inc. - Common Stock CSCO | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
DASSAULT SYSTEMES SA ADR DASTY | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Fiserv, Inc. Common Stock FI | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Infineon Technologies AG IFNNY | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Microsoft Corporation - Common Stock MSFT | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Nintendo Co Ltd ADR NTDOY | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Paychex, Inc. - Common Stock PAYX | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Snowflake Inc. Class A Common Stock SNOW | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Spotify Technology S.A. Ordinary Shares SPOT | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
ICF International, Inc. - Common Stock ICFI | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Microsoft Corporation - Common Stock Call options; Strike price $240; Expires 12/19/2025 MSFT | Purchase | Joint | $1,000,001 - $5,000,000 | 2025-03-06 #20027901 | |
Microsoft Corporation - Common Stock Call options; Strike price $240; Expires 12/19/2025 MSFT | Purchase | Joint | $500,001 - $1,000,000 | 2025-03-06 #20027901 | |
Microsoft Corporation - Common Stock Call options; Strike price $235; Expires 1/16/2026 MSFT | Purchase | Joint | $1,000,001 - $5,000,000 | 2025-03-06 #20027901 | |
Microsoft Corporation - Common Stock Call options; Strike price $230; Expires 1/16/2026 MSFT | Purchase | Joint | $1,000,001 - $5,000,000 | 2025-03-06 #20027901 | |
Microsoft Corporation - Common Stock Call options; Strike price $325; Expires 6/18/2026 MSFT | Sale | Joint | $500,001 - $1,000,000 | 2025-03-06 #20027901 | |
Microsoft Corporation - Common Stock Call options; Strike price $325; Expires 6/18/2026 MSFT | Sale | Joint | $250,001 - $500,000 | 2025-03-06 #20027901 | |
Microsoft Corporation - Common Stock Call options; Strike price $320; Expires 6/18/2026 MSFT | Sale | Joint | $1,000,001 - $5,000,000 | 2025-03-06 #20027901 | |
Microsoft Corporation - Common Stock MSFT | Sale | Joint | $1,000,001 - $5,000,000 | 2025-03-06 #20027901 | |
Tesla, Inc. - Common Stock TSLA | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Abbott Laboratories Common Stock ABT | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
D.R. Horton, Inc. Common Stock DHI | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
PayPal Holdings, Inc. - Common Stock PYPL | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Tesla, Inc. - Common Stock TSLA | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Visa Inc. V | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share BABA | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Shopify Inc. Class A Subordinate Voting Shares SHOP | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
DISCO CORP UNSP /ADR DSCSY | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
EEN ENERGY HLDGS UNSP/ADR XNGSY | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Ambev S.A. American Depositary Shares ABEV | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
DISCO CORP UNSP /ADR DSCSY | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
EEN ENERGY HLDGS UNSP/ADR XNGSY | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Ambev S.A. American Depositary Shares ABEV | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Broadcom Inc. - Common Stock AVGO | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
PayPal Holdings, Inc. - Common Stock PYPL | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Twilio Inc. Class A Common Stock TWLO | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Transdigm Group Incorporated Common Stock TDG | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Apple Inc. - Common Stock AAPL | Sale | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Block, Inc. Class A Common Stock, XYZ | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Shopify Inc. Class A Subordinate Voting Shares SHOP | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Starbucks Corporation - Common | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Union Pacific Corporation Common Stock UNP | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Walmart Inc. Common Stock WMT | Purchase | Joint | $1,001 - $15,000 | 2025-03-06 #20027901 | |
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share BABA | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Arista Networks, Inc. Common Stock ANET | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
ICF International, Inc. - Common Stock ICFI | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Mastercard Incorporated Common Stock MA | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Microsoft Corporation - Common Stock MSFT | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Twilio Inc. Class A Common Stock TWLO | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Visa Inc. V | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
3M Company Common Stock MMM | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Corning Incorporated Common Stock GLW | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Mastercard Incorporated Common Stock MA | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Trane Technologies plc TT | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Visa Inc. V | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Abbott Laboratories Common Stock ABT | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Broadcom Inc. - Common Stock AVGO | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Eaton Corporation, PLC Ordinary Shares ETN | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Intuitive Surgical, Inc. - Common Stock ISRG | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
NVIDIA Corporation - Common Stock NVDA | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Quanta Services, Inc. Common Stock PWR | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Salesforce, Inc. Common Stock CRM | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Uber Technologies, Inc. Common Stock UBER | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Union Pacific Corporation Common Stock UNP | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Abbott Laboratories Common Stock ABT | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Arista Networks, Inc. Common Stock ANET | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Broadcom Inc. - Common Stock AVGO | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
NVIDIA Corporation - Common Stock NVDA | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Oracle Corporation Common Stock ORCL | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Taiwan Semiconductor Manufacturing Company Ltd. TSM | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Visa Inc. V | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Ambev S.A. American Depositary Shares ABEV | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Cadre Holdings, Inc. Common Stock CDRE | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
COLOPLAST AS SP/ADR CLPBY | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Corning Incorporated Common Stock GLW | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Fair Isaac Corporation Common Stock FICO | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR GBOOY | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
MercadoLibre, Inc. - Common Stock MELI | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Merck & Company, Inc. Common Stock MRK | Sale | Joint | $15,001 - $50,000 | 2025-02-10 #20026732 | |
Intra-Cellular Therapies Inc. ITCI | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Johnson & Johnson Common Stock JNJ | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Regeneron Pharmaceuticals, Inc. - Common Stock REGN | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Visa Inc. V | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Eaton Corporation, PLC Ordinary Shares ETN | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
TE Connectivity plc Ordinary Shares TEL | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Trane Technologies plc TT | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Uber Technologies, Inc. Common Stock UBER | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Visa Inc. V | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Netflix, Inc. - Common Stock NFLX | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Oracle Corporation Common Stock ORCL | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Walmart Inc. Common Stock WMT | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
3M Company Common Stock MMM | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Coca-Cola Company KO | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Intuitive Surgical, Inc. - Common Stock ISRG | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Johnson & Johnson Common Stock JNJ | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Microsoft Corporation - Common Stock MSFT | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Oracle Corporation Common Stock ORCL | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Quanta Services, Inc. Common Stock PWR | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Intapp, Inc. - Common Stock INTA | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
NVIDIA Corporation - Common Stock NVDA | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
PAR Technology Corporation Common Stock PAR | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Alphabet Inc. - Class C Capital Stock GOOG | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Berkshire Hathaway Inc. New Common Stock BRK.B | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Coca-Cola Company KO | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
D.R. Horton, Inc. Common Stock DHI | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Dominion Energy, Inc. Common Stock D | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Genmab A/S - American Depositary Shares GMAB | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Johnson & Johnson Common Stock JNJ | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Mastercard Incorporated Common Stock MA | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Meta Platforms, Inc. - Class A Common Stock META | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Microsoft Corporation - Common Stock MSFT | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
NESTLE S.A S/ADR NSRGY | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
NVIDIA Corporation - Common Stock NVDA | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Palo Alto Networks, Inc. PANW | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
PT Telekomunikasi Indonesia, Tbk TLK | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Shell PLC American Depositary Shares SHEL | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Transdigm Group Incorporated Common Stock TDG | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
UNICHARM CORP S/ADR UNICY | Purchase | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Intuitive Surgical, Inc. - Common Stock ISRG | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-02-10 #20026732 | |
Block, Inc. Class A Common Stock, SQ | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Goldman Sachs Group, Inc. GS | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Ambev S.A. American Depositary Shares ABEV | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Cadre Holdings, Inc. Common Stock CDRE | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
COLOPLAST AS SP/ADR CLPBY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR GBOOY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Intuitive Surgical, Inc. - Common Stock ISRG | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Trane Technologies plc TT | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Microsoft Corporation - Common Stock Call options; Strike price $240; Expires 12/19/2025 MSFT | Sale | Joint | $1,000,001 - $5,000,000 | 2025-01-14 #20026533 | |
Microsoft Corporation - Common Stock Call options; Strike price $235; Expires 1/16/2026 MSFT | Sale | Joint | $1,000,001 - $5,000,000 | 2025-01-14 #20026533 | |
Microsoft Corporation - Common Stock Call options; Strike price $230; Expires 1/16/2026 MSFT | Sale | Joint | $1,000,001 - $5,000,000 | 2025-01-14 #20026533 | |
Microsoft Corporation - Common Stock Call options; Strike price $230; Expires 1/16/2026 MSFT | Sale | Joint | $1,000,001 - $5,000,000 | 2025-01-14 #20026533 | |
Microsoft Corporation - Common Stock Call options; Strike price $230; Expires 12/19/2025 MSFT | Purchase | Joint | $1,000,001 - $5,000,000 | 2025-01-14 #20026533 | |
Microsoft Corporation - Common Stock Call options; Strike price $225; Expires 12/19/2025 MSFT | Purchase | Joint | $1,000,001 - $5,000,000 | 2025-01-14 #20026533 | |
Microsoft Corporation - Common Stock Call options; Strike price $240; Expires 9/19/2025 MSFT | Purchase | Joint | $1,000,001 - $5,000,000 | 2025-01-14 #20026533 | |
Microsoft Corporation - Common Stock Call options; Strike price $230; Expires 9/19/2025 MSFT | Purchase | Joint | $1,000,001 - $5,000,000 | 2025-01-14 #20026533 | |
Walmart Inc. Common Stock WMT | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Apple Inc. - Common Stock AAPL | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
NVIDIA Corporation - Common Stock NVDA | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Walmart Inc. Common Stock WMT | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Oracle Corporation Common Stock ORCL | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Uber Technologies, Inc. Common Stock UBER | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Walmart Inc. Common Stock WMT | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share BABA | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Coca-Cola Company KO | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
D.R. Horton, Inc. Common Stock DHI | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Dominion Energy, Inc. Common Stock D | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Genmab A/S - American Depositary Shares GMAB | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
NESTLE S.A S/ADR NSRGY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
PT Telekomunikasi Indonesia, Tbk TLK | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Shell PLC American Depositary Shares SHEL | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
UNICHARM CORP S/ADR UNICY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Salesforce, Inc. Common Stock CRM | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Union Pacific Corporation Common Stock UNP | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Johnson & Johnson Common Stock JNJ | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
W.W. Grainger, Inc. Common Stock GWW | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Eaton Corporation, PLC Ordinary Shares ETN | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Eli Lilly and Company Common Stock LLY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Synopsys, Inc. - Common Stock SNPS | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Uber Technologies, Inc. Common Stock UBER | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Cadre Holdings, Inc. Common Stock CDRE | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Glacier Bancorp, Inc. GBCI | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Primoris Services Corporation PRIM | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Progyny, Inc. - Common Stock PGNY | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
SPX Technologies, Inc. Common Stock SPXC | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Texas Roadhouse, Inc. - Common Stock TXRH | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Thermon Group Holdings, Inc. Common Stock THR | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Trane Technologies plc TT | Sale | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Tesla, Inc. - Common Stock TSLA | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 #20026533 | |
Intercontinental Exchange Inc. Common Stock ICE | Purchase | Joint | $1,001 - $15,000 | 2025-04-10 #20029083 |
Under the STOCK Act, lawmakers must disclose reportable securities transactions publicly. A filing is a delayed, range-based disclosure—not a real-time trading signal or proof of motive.
Committees & roles
Financial Services
Sectors in the disclosures
Row counts by sector for tickers in Yield Theory's company catalog. Bonds, funds, and tickers outside the catalog are not counted.
Information Technology · 106Financials · 57Health Care · 46Consumer Discretionary · 33Industrials · 31Consumer Staples · 15Communication Services · 9Materials · 6Energy · 4Real Estate · 3Utilities · 3
Most active filers in Congress
Explore the disclosure data
Josh Gottheimer — frequently asked questions
How many stock trades has Josh Gottheimer disclosed?
The House Clerk periodic transaction reports covering 2025 and 2026 contain 560 reportable transactions for Josh Gottheimer: 189 purchases, 371 sales, across 225 distinct tickers. Rows may belong to the member, a spouse, a dependent, or a joint account.
What does Josh Gottheimer trade most?
MSFT (Microsoft Corporation - Common Stock) appears most often, with 35 disclosed transactions (17 purchases, 18 sales). The most-traded table on this page lists every ticker with a verified row.
How much money is involved in Josh Gottheimer's disclosed trades?
Filings report amounts as ranges, not exact values. Summing the low and high ends of every range gives a disclosed total between $18.6M – $83.2M across 560 transactions. Yield Theory does not convert ranges to midpoints or estimate portfolio value or returns.
Does Josh Gottheimer file trades on time?
The STOCK Act requires disclosure within 45 days of a transaction. Across Josh Gottheimer's trades the median gap between trade date and filing date is 27 days, and 1 trade was reported more than 45 days after it happened. Late filing is a disclosure-timing fact, not evidence of wrongdoing.
Is it legal for members of Congress to trade stocks?
Yes. Members may trade individual stocks but the 2012 STOCK Act requires public disclosure, usually within 45 days, and bans trading on material non-public information. Proposals to ban individual stock ownership by members recur regularly.
Yield Theory is not affiliated with, endorsed by, or connected to any elected official. Information is compiled from public STOCK Act disclosures filed with the US House Clerk for 2025 and 2026 and from the public congress-legislators dataset. Image-only filings are not parsed, so this is not a complete lifetime portfolio; filings can be amended and are reported in ranges. This page is educational and is not investment advice.
Don’t copy the filing. Read the thesis.
Josh Gottheimer disclosures are delayed, ranged, and often a spouse. Members get the monthly call that treats those rows as one input, then names catalysts, risks, and what would change the view. $39/month or $249/year.
Members-only research on this topic
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$39/mo or $249/yr · cancel future renewals anytime · sources included