HILL RANK

Josh Gottheimer

Democrat · NJ · District 5 · term through 2027-01-03

Financial ServicesHouse Permanent Select Committee on Intelligence

Hill Rank card Official site

MEMBER BOOK

+16.6%

vs SPY +5.4%

Scored from the trade date. This is the transparency ledger, not a date a follower could use.

COPY BOOK

+10.9%

vs SPY +2.4% · vs QQQ -1.5%

Entered at the next session open after the filing date. Since last filing: -1.5% vs SPY.

50 equity buys since 2025-09-21 · 50 priced · 41 tickers · win rate +64% · late-file rate 0% · Midpoint

Midpoint Conservative (low)Aggressive (high)

Not investment advice. Public filings only. Disclosure lag can erase any edge. Hypothetical P&L from disclosed ranges. Past filings ≠ future returns.

Blotter

08/14/2026
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 09/14/2026 · $250,001–$500,000 · 31d lag · Not an equity buy
PDF
08/14/2026
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 09/14/2026 · $500,001–$1,000,000 · 31d lag · Not an equity buy
PDF
08/14/2026
sale MSFT Microsoft Corporation - Common Stock
Joint · other · filed 09/14/2026 · $250,001–$500,000 · 31d lag · Not an equity buy
PDF
08/14/2026
sale MSFT Microsoft Corporation - Common Stock
Joint · other · filed 09/14/2026 · $500,001–$1,000,000 · 31d lag · Not an equity buy
PDF
08/06/2026
purchase AMAT Applied Materials, Inc. - Common Stock
Joint · stock · filed 09/14/2026 · $1,001–$15,000 · 39d lag · copy +8.0%
PDF
08/06/2026
purchase QSR S O : Morgan Stanley - Select UMA Account # 1 JT Restaurant Brands International Inc. Common Shares
Self · stock · filed 09/14/2026 · $1,001–$15,000 · 39d lag · copy -7.4%
PDF
07/24/2026
purchase GOOGM Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 17d lag · copy -1.2%
PDF
07/24/2026
purchase GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 17d lag · copy -1.3%
PDF
07/23/2026
purchase GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 18d lag · copy -1.3%
PDF
07/23/2026
sale CCI Crown Castle Inc. Common Stock
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 18d lag · Not an equity buy
PDF
07/20/2026
purchase NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 21d lag · copy +13.3%
PDF
07/20/2026
purchase SAIL SailPoint Technologies Holdings, Inc.
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 21d lag · copy +6.4%
PDF
07/17/2026
sale GTLS Chart Industries, Inc.
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 24d lag · Not an equity buy
PDF
07/17/2026
purchase MNST Monster Beverage Corporation - Common Stock
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 24d lag · copy -5.1%
PDF
07/16/2026
sale IBM International Business Machines Corporation Common Stock
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 25d lag · Not an equity buy
PDF
07/16/2026
purchase PANW Palo Alto Networks, Inc.
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 25d lag · copy -3.2%
PDF
07/15/2026
purchase CRWD CrowdStrike Holdings, Inc. - Class A Common Stock
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 26d lag · copy +11.3%
PDF
07/15/2026
sale IBM International Business Machines Corporation Common Stock
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 26d lag · Not an equity buy
PDF
07/14/2026
sale FN Fabrinet Ordinary Shares
Joint · stock · filed 08/10/2026 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
06/17/2026
sale NTDOY Nintendo Co Ltd ADR
Joint · stock · filed 07/07/2026 · $1,001–$15,000 · 20d lag · Not an equity buy
PDF
06/10/2026
sale INSM Insmed Incorporated - Common Stock
Joint · stock · filed 07/07/2026 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
06/01/2026
sale ADC Agree Realty Corporation Common Stock
Joint · stock · filed 07/07/2026 · $1,001–$15,000 · 36d lag · Not an equity buy
PDF
06/01/2026
sale BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Joint · stock · filed 07/07/2026 · $1,001–$15,000 · 36d lag · Not an equity buy
PDF
06/01/2026
sale BKNG Booking Holdings Inc. - Common Stock
Joint · stock · filed 07/07/2026 · $1,001–$15,000 · 36d lag · Not an equity buy
PDF
06/01/2026
sale NSRGY NESTLE S.A S/ADR
Joint · stock · filed 07/07/2026 · $1,001–$15,000 · 36d lag · Not an equity buy
PDF
06/01/2026
sale NVZMY NOVONESIS B UNSP/ADR
Joint · stock · filed 07/07/2026 · $1,001–$15,000 · 36d lag · Not an equity buy
PDF
05/27/2026
sale ABT Abbott Laboratories Common Stock
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 7d lag · Not an equity buy
PDF
05/22/2026
sale INTU Intuit Inc. - Common Stock
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 12d lag · Not an equity buy
PDF
05/22/2026
purchase LITE Lumentum Holdings Inc. - Common Stock
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 12d lag · copy +6.0%
PDF
05/21/2026
purchase MU Micron Technology, Inc. - Common Stock
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 13d lag · copy +3.7%
PDF
05/19/2026
purchase ADI Analog Devices, Inc. - Common Stock
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 15d lag · copy -10.5%
PDF
05/19/2026
sale MSFT Microsoft Corporation - Common Stock
Joint · other · filed 06/03/2026 · $250,001–$500,000 · 15d lag · Not an equity buy
PDF
05/19/2026
sale MSFT Microsoft Corporation - Common Stock
Joint · other · filed 06/03/2026 · $500,001–$1,000,000 · 15d lag · Not an equity buy
PDF
05/19/2026
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 06/03/2026 · $250,001–$500,000 · 15d lag · Not an equity buy
PDF
05/19/2026
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 06/03/2026 · $500,001–$1,000,000 · 15d lag · Not an equity buy
PDF
05/15/2026
sale TPH Tri Pointe Homes, Inc. Common Stock
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 19d lag · Not an equity buy
PDF
05/14/2026
sale NSRGY NESTLE S.A S/ADR
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 20d lag · Not an equity buy
PDF
05/14/2026
purchase PANW Palo Alto Networks, Inc.
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 20d lag · copy +37.8%
PDF
05/07/2026
purchase SNDK Sandisk Corporation - Common Stock When-Issued
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 27d lag · copy +1.5%
PDF
05/05/2026
sale ABBV AbbVie Inc. Common Stock
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
05/05/2026
purchase AMD Advanced Micro Devices, Inc.
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 29d lag · copy +19.6%
PDF
05/05/2026
sale NSRGY NESTLE S.A S/ADR
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
05/04/2026
sale BRK.B Berkshire Hathaway Inc. New Common Stock
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 30d lag · Not an equity buy
PDF
05/04/2026
sale BRK.B Berkshire Hathaway Inc. New Common Stock
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 30d lag · Not an equity buy
PDF
05/04/2026
purchase TWLO Twilio Inc. Class A Common Stock
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 30d lag · copy +17.7%
PDF
05/01/2026
purchase FN Fabrinet Ordinary Shares
Joint · stock · filed 06/03/2026 · $1,001–$15,000 · 33d lag · copy -41.4%
PDF
04/28/2026
sale MMM 3M Company Common Stock
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 21d lag · Not an equity buy
PDF
04/27/2026
purchase AMD Advanced Micro Devices, Inc.
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 22d lag · copy +43.8%
PDF
04/24/2026
sale IBM International Business Machines Corporation Common Stock
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 25d lag · Not an equity buy
PDF
04/24/2026
sale NOW ServiceNow, Inc. Common Stock
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 25d lag · Not an equity buy
PDF
04/23/2026
purchase AMD Advanced Micro Devices, Inc.
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 26d lag · copy +43.8%
PDF
04/16/2026
purchase GS Goldman Sachs Group, Inc.
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 33d lag · financials overlap, not a finding · copy +1.5%
PDF
04/15/2026
purchase FCX Freeport-McMoRan, Inc. Common Stock
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 34d lag · copy +21.9%
PDF
04/13/2026
sale HDB HDFC Bank Limited Common Stock
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 36d lag · financials overlap, not a finding · Not an equity buy
PDF
04/13/2026
purchase INTA S O : Morgan Stanley - Select UMA Account # 1 JT Intapp, Inc. - Common Stock
Self · stock · filed 05/19/2026 · $1,001–$15,000 · 36d lag · copy +82.6%
PDF
04/09/2026
sale ALLY Ally Financial Inc. Common Stock
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 40d lag · financials overlap, not a finding · Not an equity buy
PDF
04/09/2026
sale T AT&T Inc.
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
04/09/2026
sale DRI Darden Restaurants, Inc. Common Stock
Joint · stock · filed 05/19/2026 · $15,001–$50,000 · 40d lag · Not an equity buy
PDF
04/09/2026
sale DLTR Dollar Tree, Inc. - Common Stock
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
04/09/2026
sale F Ford Motor Company Common Stock
Joint · stock · filed 05/19/2026 · $15,001–$50,000 · 40d lag · Not an equity buy
PDF
04/09/2026
sale GS Goldman Sachs Group, Inc.
Joint · stock · filed 05/19/2026 · $15,001–$50,000 · 40d lag · financials overlap, not a finding · Not an equity buy
PDF
04/09/2026
sale HD Home Depot, Inc.
Joint · stock · filed 05/19/2026 · $15,001–$50,000 · 40d lag · Not an equity buy
PDF
04/09/2026
sale MKTX MarketAxess Holdings, Inc. - Common Stock
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
04/09/2026
sale MLM Martin Marietta Materials, Inc. Common Stock
Joint · stock · filed 05/19/2026 · $15,001–$50,000 · 40d lag · Not an equity buy
PDF
04/09/2026
sale PFGC Performance Food Group Company Common Stock
Joint · stock · filed 05/19/2026 · $15,001–$50,000 · 40d lag · Not an equity buy
PDF
04/09/2026
sale SYF Synchrony Financial Common Stock
Joint · stock · filed 05/19/2026 · $15,001–$50,000 · 40d lag · financials overlap, not a finding · Not an equity buy
PDF
04/09/2026
sale TSCO Tractor Supply Company - Common Stock
Joint · stock · filed 05/19/2026 · $15,001–$50,000 · 40d lag · Not an equity buy
PDF
04/09/2026
sale VLY Valley National Bancorp
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
04/06/2026
purchase CBZ CBIZ, Inc. Common Stock
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 43d lag · copy +79.8%
PDF
04/06/2026
purchase FWRG First Watch Restaurant Group, Inc. - Common Stock
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 43d lag · copy -7.0%
PDF
04/06/2026
purchase NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Joint · stock · filed 05/19/2026 · $1,001–$15,000 · 43d lag · copy +2.1%
PDF
03/25/2026
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 04/08/2026 · $50,001–$100,000 · 14d lag · Not an equity buy
PDF
03/25/2026
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 04/08/2026 · $500,001–$1,000,000 · 14d lag · Not an equity buy
PDF
03/24/2026
sale CCI Crown Castle Inc. Common Stock
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 15d lag · Not an equity buy
PDF
03/24/2026
sale XNGSY EEN ENERGY HLDGS UNSP/ADR
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 15d lag · Not an equity buy
PDF
03/24/2026
purchase FN Fabrinet Ordinary Shares
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 15d lag · copy -34.5%
PDF
03/12/2026
sale ALC Alcon Inc. Ordinary Shares
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
03/12/2026
sale HDB HDFC Bank Limited Common Stock
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 27d lag · financials overlap, not a finding · Not an equity buy
PDF
03/12/2026
sale IFNNY Infineon Technologies AG
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
03/12/2026
sale INTA Intapp, Inc. - Common Stock
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
03/12/2026
sale LZB La-Z-Boy Incorporated Common Stock
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
03/10/2026
purchase SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 29d lag · copy +20.8%
PDF
03/06/2026
purchase NOW ServiceNow, Inc. Common Stock
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 33d lag · copy +42.7%
PDF
03/05/2026
purchase APD Air Products and Chemicals, Inc. Common Stock
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 34d lag · copy -5.3%
PDF
03/05/2026
sale CBZ CBIZ, Inc. Common Stock
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 34d lag · Not an equity buy
PDF
03/05/2026
sale COLB Columbia Banking System, Inc. - Common Stock
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 34d lag · financials overlap, not a finding · Not an equity buy
PDF
03/05/2026
sale FWRG First Watch Restaurant Group, Inc. - Common Stock
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 34d lag · Not an equity buy
PDF
03/05/2026
sale NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 34d lag · Not an equity buy
PDF
03/05/2026
sale PHR Phreesia, Inc. Common Stock
Joint · stock · filed 04/08/2026 · $1,001–$15,000 · 34d lag · Not an equity buy
PDF
02/27/2026
purchase IFNNY Infineon Technologies AG
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 17d lag · copy +46.5%
PDF
02/27/2026
sale PANW Palo Alto Networks, Inc.
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 17d lag · Not an equity buy
PDF
02/26/2026
purchase FSS Federal Signal Corporation Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 18d lag · copy +7.0%
PDF
02/20/2026
sale INTU Intuit Inc. - Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 24d lag · Not an equity buy
PDF
02/18/2026
sale CVNA Carvana Co. Class A Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 26d lag · Not an equity buy
PDF
02/18/2026
sale V Visa Inc.
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 26d lag · financials overlap, not a finding · Not an equity buy
PDF
02/05/2026
purchase CMI Cummins Inc. Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 39d lag · copy -2.7%
PDF
02/05/2026
purchase GEV GE Vernova Inc. Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 39d lag · copy +14.4%
PDF
02/05/2026
purchase UNH UnitedHealth Group Incorporated Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 39d lag · copy +31.2%
PDF
02/04/2026
sale NET Cloudflare, Inc. Class A Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
02/04/2026
purchase XOM Exxon Mobil Corporation Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 40d lag · copy +0.0%
PDF
02/04/2026
sale FICO Fair Isaac Corporation Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
02/04/2026
purchase MRK Merck & Company, Inc. Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 40d lag · copy +29.1%
PDF
02/02/2026
purchase XOM Exxon Mobil Corporation Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 42d lag · copy +0.0%
PDF
02/02/2026
sale MSFT Microsoft Corporation - Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 42d lag · Not an equity buy
PDF
02/02/2026
purchase MNST Monster Beverage Corporation - Common Stock
Joint · stock · filed 03/16/2026 · $1,001–$15,000 · 42d lag · copy +12.6%
PDF
01/30/2026
sale NOW ServiceNow, Inc. Common Stock
Joint · stock · filed 02/26/2026 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
01/30/2026
sale UBER Uber Technologies, Inc. Common Stock
Joint · stock · filed 02/26/2026 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
01/27/2026
purchase GILD Gilead Sciences, Inc. - Common Stock
Joint · stock · filed 02/26/2026 · $1,001–$15,000 · 30d lag · copy +4.9%
PDF
01/26/2026
purchase ICE Intercontinental Exchange Inc. Common Stock
Joint · stock · filed 02/26/2026 · $1,001–$15,000 · 31d lag · copy -4.0%
PDF
01/26/2026
sale NSRGY NESTLE S.A S/ADR
Joint · stock · filed 02/26/2026 · $1,001–$15,000 · 31d lag · Not an equity buy
PDF
01/26/2026
sale SNDR Schneider National, Inc. Common Stock
Joint · stock · filed 02/26/2026 · $1,001–$15,000 · 31d lag · Not an equity buy
PDF
12/17/2025
sale NOW ServiceNow, Inc. Common Stock
Joint · stock · filed 01/14/2026 · $1,001–$15,000 · 28d lag · Not an equity buy
PDF
12/12/2025
sale LNG Cheniere Energy, Inc. Common Stock
Joint · stock · filed 01/14/2026 · $1,001–$15,000 · 33d lag · Not an equity buy
PDF
12/11/2025
sale UBER Uber Technologies, Inc. Common Stock
Joint · stock · filed 01/14/2026 · $1,001–$15,000 · 34d lag · Not an equity buy
PDF
12/08/2025
sale APD Air Products and Chemicals, Inc. Common Stock
Joint · stock · filed 01/14/2026 · $15,001–$50,000 · 37d lag · Not an equity buy
PDF
12/08/2025
sale UTZ Utz Brands Inc Class A Common Stock
Joint · stock · filed 01/14/2026 · $1,001–$15,000 · 37d lag · Not an equity buy
PDF
12/05/2025
sale CVLT Commvault Systems, Inc. - Common Stock
Joint · stock · filed 01/14/2026 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
12/05/2025
sale MTHRY M3 INC UNSP/ADR
Joint · stock · filed 01/14/2026 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
12/05/2025
sale SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share
Joint · stock · filed 01/14/2026 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
12/05/2025
sale SSMXY SYSMEX CORP UNSP/ASDR
Joint · stock · filed 01/14/2026 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
11/21/2025
sale DASTY DASSAULT SYSTEMES SA ADR
Joint · stock · filed 12/29/2025 · $1,001–$15,000 · 38d lag · Not an equity buy
PDF
11/19/2025
sale BHP BHP Group Limited American Depositary Shares
Joint · stock · filed 12/29/2025 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
11/19/2025
sale EW Edwards Lifesciences Corporation Common Stock
Joint · stock · filed 12/29/2025 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
11/19/2025
sale FIS Fidelity National Information Services, Inc. Common Stock
Joint · stock · filed 12/29/2025 · $15,001–$50,000 · 40d lag · Not an equity buy
PDF
11/19/2025
sale HD Home Depot, Inc.
Joint · stock · filed 12/29/2025 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
11/19/2025
sale HUBS HubSpot, Inc. Common Stock
Joint · stock · filed 12/29/2025 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
11/19/2025
sale KKR KKR & Co. Inc. Common Stock
Joint · stock · filed 12/29/2025 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
11/17/2025
purchase CSW CSW Industrials, Inc. Common Stock
Joint · stock · filed 12/29/2025 · $1,001–$15,000 · 42d lag · copy -4.7%
PDF
10/20/2025
sale MMM 3M Company Common Stock
Joint · stock · filed 11/17/2025 · $1,001–$15,000 · 28d lag · Not an equity buy
PDF
10/17/2025
purchase NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Joint · stock · filed 11/17/2025 · $1,001–$15,000 · 31d lag · copy -14.1%
PDF
10/17/2025
purchase NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share
Joint · stock · filed 11/17/2025 · $1,001–$15,000 · 31d lag · copy +2.5%
PDF
10/16/2025
sale ICE Intercontinental Exchange Inc. Common Stock
Joint · stock · filed 11/17/2025 · $1,001–$15,000 · 32d lag · Not an equity buy
PDF
09/30/2025
purchase MTHRY M3 INC UNSP/ADR
Joint · stock · filed 10/15/2025 · $1,001–$15,000 · 15d lag · copy -22.5%
PDF
09/23/2025
purchase CVLT Commvault Systems, Inc. - Common Stock
Joint · stock · filed 10/15/2025 · $1,001–$15,000 · 22d lag · copy -15.3%
PDF
09/23/2025
sale BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock
Joint · stock · filed 10/15/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy
PDF
09/22/2025
sale DEO Diageo plc Common Stock
Joint · stock · filed 10/15/2025 · $1,001–$15,000 · 23d lag · Not an equity buy
PDF
09/22/2025
purchase IRT Independence Realty Trust, Inc. Common Stock
Joint · stock · filed 10/15/2025 · $1,001–$15,000 · 23d lag · copy -9.0%
PDF
09/22/2025
purchase NTRA Natera, Inc. - Common Stock
Joint · stock · filed 10/15/2025 · $1,001–$15,000 · 23d lag · copy +106.4%
PDF
09/22/2025
purchase SSMXY SYSMEX CORP UNSP/ASDR
Joint · stock · filed 10/15/2025 · $1,001–$15,000 · 23d lag · copy +0.1%
PDF
09/22/2025
purchase TNDM Tandem Diabetes Care, Inc. - Common Stock
Joint · stock · filed 10/15/2025 · $1,001–$15,000 · 23d lag · copy +18.0%
PDF
09/11/2025
sale TTD The Trade Desk, Inc. - Class A Common Stock
Joint · stock · filed 10/15/2025 · $1,001–$15,000 · 34d lag · Not an equity buy
PDF
09/03/2025
sale ISRG Intuitive Surgical, Inc. - Common Stock
Joint · stock · filed 10/15/2025 · $1,001–$15,000 · 42d lag · Not an equity buy
PDF
08/22/2025
purchase NTRA Natera, Inc. - Common Stock
Joint · stock · filed 09/05/2025 · $1,001–$15,000 · 14d lag · copy +123.0%
PDF
08/21/2025
sale SSMXY SYSMEX CORP UNSP/ASDR
Joint · stock · filed 09/05/2025 · $1,001–$15,000 · 15d lag · Not an equity buy
PDF
08/12/2025
sale IBM International Business Machines Corporation Common Stock
Joint · stock · filed 09/05/2025 · $1,001–$15,000 · 24d lag · Not an equity buy
PDF
08/12/2025
sale V Visa Inc.
Joint · stock · filed 09/05/2025 · $1,001–$15,000 · 24d lag · financials overlap, not a finding · Not an equity buy
PDF
08/01/2025
sale V Visa Inc.
Joint · stock · filed 09/05/2025 · $1,001–$15,000 · 35d lag · financials overlap, not a finding · Not an equity buy
PDF
07/28/2025
sale WMT Walmart Inc. Common Stock
Joint · stock · filed 08/11/2025 · $1,001–$15,000 · 14d lag · Not an equity buy
PDF
07/25/2025
sale IBM International Business Machines Corporation Common Stock
Joint · stock · filed 08/11/2025 · $1,001–$15,000 · 17d lag · Not an equity buy
PDF
07/22/2025
sale NTRA Natera, Inc. - Common Stock
Joint · stock · filed 08/11/2025 · $1,001–$15,000 · 20d lag · Not an equity buy
PDF
07/18/2025
sale ABT Abbott Laboratories Common Stock
Joint · stock · filed 08/11/2025 · $1,001–$15,000 · 24d lag · Not an equity buy
PDF
07/16/2025
sale IRT Independence Realty Trust, Inc. Common Stock
Joint · stock · filed 08/11/2025 · $1,001–$15,000 · 26d lag · Not an equity buy
PDF
07/14/2025
sale V Visa Inc.
Joint · stock · filed 08/11/2025 · $1,001–$15,000 · 28d lag · financials overlap, not a finding · Not an equity buy
PDF
07/02/2025
sale SWTX SpringWorks Therapeutics, Inc. - common stock
Joint · stock · filed 08/11/2025 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
06/26/2025
sale V Visa Inc.
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 20d lag · financials overlap, not a finding · Not an equity buy
PDF
06/25/2025
purchase AVGO Broadcom Inc. - Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 21d lag · copy +29.0%
PDF
06/25/2025
sale V Visa Inc.
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy
PDF
06/24/2025
sale COP ConocoPhillips Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
06/24/2025
purchase NVDA NVIDIA Corporation - Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 22d lag · copy +32.2%
PDF
06/24/2025
sale V Visa Inc.
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy
PDF
06/20/2025
purchase CVNA Carvana Co. Class A Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 26d lag · copy -4.6%
PDF
06/20/2025
purchase NET Cloudflare, Inc. Class A Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 26d lag · copy +84.6%
PDF
06/20/2025
sale MCD McDonald's Corporation Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 26d lag · Not an equity buy
PDF
06/20/2025
sale V Visa Inc.
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 26d lag · financials overlap, not a finding · Not an equity buy
PDF
06/16/2025
purchase INSM Insmed Incorporated - Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 30d lag · copy +15.5%
PDF
06/13/2025
purchase CB Chubb Limited Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 33d lag · copy +22.3%
PDF
06/05/2025
sale TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 41d lag · Not an equity buy
PDF
06/04/2025
sale CRM Salesforce, Inc. Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 42d lag · Not an equity buy
PDF
06/04/2025
sale UNP Union Pacific Corporation Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 42d lag · Not an equity buy
PDF
06/03/2025
sale AKAM Akamai Technologies, Inc. - Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 43d lag · Not an equity buy
PDF
06/03/2025
sale FIS Fidelity National Information Services, Inc. Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 43d lag · Not an equity buy
PDF
06/03/2025
sale PFE Pfizer, Inc. Common Stock
Joint · stock · filed 07/16/2025 · $1,001–$15,000 · 43d lag · Not an equity buy
PDF
05/29/2025
purchase TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 13d lag · copy +16.2%
PDF
05/28/2025
purchase APP Applovin Corporation - Class A Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 14d lag · copy -13.2%
PDF
05/28/2025
purchase GLW Corning Incorporated Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 14d lag · copy +217.5%
PDF
05/28/2025
sale UPS United Parcel Service, Inc. Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 14d lag · Not an equity buy
PDF
05/27/2025
purchase TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 15d lag · copy +16.2%
PDF
05/23/2025
purchase SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 19d lag · copy -33.0%
PDF
05/23/2025
sale ZTO ZTO Express
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 19d lag · Not an equity buy
PDF
05/22/2025
purchase ABBV AbbVie Inc. Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 20d lag · copy +37.6%
PDF
05/22/2025
purchase ASML ASML Holding N.V. - New York Registry Shares
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 20d lag · copy +117.9%
PDF
05/22/2025
purchase GLW Corning Incorporated Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 20d lag · copy +217.5%
PDF
05/22/2025
purchase MSFT Microsoft Corporation - Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 20d lag · copy +5.6%
PDF
05/22/2025
purchase CRM Salesforce, Inc. Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 20d lag · copy -10.7%
PDF
05/22/2025
purchase TEL TE Connectivity plc Ordinary Shares
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 20d lag · copy +26.6%
PDF
05/21/2025
purchase MSFT Microsoft Corporation - Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 21d lag · copy +5.6%
PDF
05/16/2025
purchase TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 26d lag · copy +16.2%
PDF
05/15/2025
purchase TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 27d lag · copy +16.2%
PDF
05/15/2025
purchase UBER Uber Technologies, Inc. Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 27d lag · copy -17.7%
PDF
05/14/2025
sale CLPBY COLOPLAST AS SP/ADR
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy
PDF
05/14/2025
sale FI Fiserv, Inc. Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy
PDF
05/14/2025
sale GILD Gilead Sciences, Inc. - Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy
PDF
05/14/2025
sale UNICY UNICHARM CORP S/ADR
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy
PDF
05/13/2025
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
05/08/2025
sale GOOG Alphabet Inc. - Class C Capital Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 34d lag · Not an equity buy
PDF
05/01/2025
purchase LLY Eli Lilly and Company Common Stock
Joint · stock · filed 06/11/2025 · $1,001–$15,000 · 41d lag · copy +43.8%
PDF
04/23/2025
purchase RTX RTX Corporation Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 21d lag · defense overlap, not a finding · copy +47.3%
PDF
04/22/2025
purchase LNG Cheniere Energy, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 22d lag · copy +18.6%
PDF
04/21/2025
purchase DHI D.R. Horton, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 23d lag · copy +13.7%
PDF
04/21/2025
purchase HD Home Depot, Inc.
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 23d lag · copy -20.1%
PDF
04/21/2025
sale KKR KKR & Co. Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 23d lag · Not an equity buy
PDF
04/21/2025
purchase TLK PT Telekomunikasi Indonesia, Tbk
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 23d lag · copy -13.6%
PDF
04/21/2025
purchase TTNDY TECHTRONIC INDUS LTD ADR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 23d lag · copy +37.9%
PDF
04/21/2025
purchase TPH Tri Pointe Homes, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 23d lag · No price
PDF
04/17/2025
sale ABBV AbbVie Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale AEIS Advanced Energy Industries, Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale ASML ASML Holding N.V. - New York Registry Shares
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale CDRE Cadre Holdings, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale GLW Corning Incorporated Common Stock
Joint · stock · filed 05/14/2025 · $15,001–$50,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale EPAC Enerpac Tool Group Corp. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale HLMN Hillman Solutions Corp. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale PAR PAR Technology Corporation Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale CRM Salesforce, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale SBUX Starbucks Corporation - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale TEL TE Connectivity plc Ordinary Shares
Joint · stock · filed 05/14/2025 · $15,001–$50,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale THR Thermon Group Holdings, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale TWLO Twilio Inc. Class A Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale USPH U.S. Physical Therapy, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/17/2025
sale UNP Union Pacific Corporation Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
04/16/2025
sale APP Applovin Corporation - Class A Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 28d lag · Not an equity buy
PDF
04/14/2025
sale APP Applovin Corporation - Class A Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 30d lag · Not an equity buy
PDF
04/14/2025
sale BX Blackstone Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 30d lag · Not an equity buy
PDF
04/14/2025
sale KKR KKR & Co. Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 30d lag · Not an equity buy
PDF
04/11/2025
sale SMNNY SHIMANO INC UNSP/ADR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 33d lag · Not an equity buy
PDF
04/09/2025
sale ADC Agree Realty Corporation Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale APD Air Products and Chemicals, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale ALIZY ALLIANZ SE UNSP/ADR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale GOOG Alphabet Inc. - Class C Capital Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale ABCB Ameris Bancorp - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale APPF AppFolio, Inc. - Class A Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale AAPL Apple Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale ABG Asbury Automotive Group Inc Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale ATLKY ATLAS COPCO AB A S/ADR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale BCPC Balchem Corporation - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale BRK.B Berkshire Hathaway Inc. New Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale BHP BHP Group Limited American Depositary Shares
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale BLK BlackRock, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · financials overlap, not a finding · Not an equity buy
PDF
04/09/2025
sale CATY Cathay General Bancorp - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale CBZ CBIZ, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale CENTA Central Garden & Pet Company - Class A Common Stock Nonvoting
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale SKY Champion Homes, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale CVX Chevron Corporation Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale CHGCY CHUGAI PHARM UNSP/ADR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale CINF Cincinnati Financial Corporation - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · financials overlap, not a finding · Not an equity buy
PDF
04/09/2025
sale CSCO Cisco Systems, Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale KO Coca-Cola Company
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale GLW Corning Incorporated Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale CCI Crown Castle Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale DASTY DASSAULT SYSTEMES SA ADR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale DBSDY DBS GROUP HLDGS LTD S/ADR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale D Dominion Energy, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale DASH DoorDash, Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale FAST Fastenal Company - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale FIS Fidelity National Information Services, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale FMX Fomento Economico Mexicano S.A.B. de C.V. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale GMED Globus Medical, Inc. Class A Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale HLN Haleon plc American Depositary Shares
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale HDB HDFC Bank Limited Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · financials overlap, not a finding · Not an equity buy
PDF
04/09/2025
sale HMN Horace Mann Educators Corporation Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale HLI Houlihan Lokey, Inc. Class A Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale IDA IDACORP, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale INSM Insmed Incorporated - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale INTA Intapp, Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale ISRG Intuitive Surgical, Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale JNJ Johnson & Johnson Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale LRLCY L'Oreal Co. American Depositary Shares
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale LOW Lowe's Companies, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale MGY Magnolia Oil & Gas Corporation Class A Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale MFC Manulife Financial Corporation Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · financials overlap, not a finding · Not an equity buy
PDF
04/09/2025
sale MA Mastercard Incorporated Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · financials overlap, not a finding · Not an equity buy
PDF
04/09/2025
sale MCK McKesson Corporation Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale META Meta Platforms, Inc. - Class A Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale NSRGY NESTLE S.A S/ADR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale NFLX Netflix, Inc. - Common Stock
Joint · etf · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale NTDOY Nintendo Co Ltd ADR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale NSC Norfolk Southern Corporation Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale NOC Northrop Grumman Corporation Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · defense overlap, not a finding · Not an equity buy
PDF
04/09/2025
sale NVDA NVIDIA Corporation - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale PATK Patrick Industries, Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale PAYX Paychex, Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale PGR Progressive Corporation
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale RBC RBC Bearings Incorporated Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale RIO Rio Tinto Plc Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale RHHBY ROCHE HOLDING LTD S/ADR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale SAP SAP SE ADS
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale SHEL Shell PLC American Depositary Shares
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale SLGN Silgan Holdings Inc.
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale SPXC S O : Morgan Stanley - Select UMA Account # 1 JT SPX Technologies, Inc. Common Stock
Self · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale STAG Stag Industrial, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale SBUX Starbucks Corporation - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale STRL Sterling Infrastructure, Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale SF Stifel Financial Corporation Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · financials overlap, not a finding · Not an equity buy
PDF
04/09/2025
sale SSMXY SYSMEX CORP UNSP/ASDR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale TSM Taiwan Semiconductor Manufacturing Company Ltd.
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale TEL TE Connectivity plc Ordinary Shares
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale TCEHY TENCENT HLDGS UNSP/ADR
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale TXN Texas Instruments Incorporated - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale DSGX The Descartes Systems Group Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale UFPI UFP Industries, Inc. - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
04/09/2025
sale UMBF UMB Financial Corporation - Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 35d lag · financials overlap, not a finding · Not an equity buy
PDF
04/07/2025
sale CHX ChampionX Corporation
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy
PDF
04/07/2025
purchase SCHW Charles Schwab Corporation
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · financials overlap, not a finding · copy +22.6%
PDF
04/05/2025
purchase MMM 3M Company Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 39d lag · copy +12.7%
PDF
04/04/2025
purchase BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 40d lag · copy -8.3%
PDF
04/04/2025
purchase FI Fiserv, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 40d lag · No price
PDF
04/04/2025
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 05/14/2025 · $50,001–$100,000 · 40d lag · Not an equity buy
PDF
04/03/2025
purchase ABBV AbbVie Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 41d lag · copy +48.6%
PDF
04/03/2025
sale ITCI Intra-Cellular Therapies Inc.
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 41d lag · Not an equity buy
PDF
04/01/2025
purchase ABBV AbbVie Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · copy +48.6%
PDF
04/01/2025
sale BRK.B Berkshire Hathaway Inc. New Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy
PDF
04/01/2025
sale BLK BlackRock, Inc. Common Stock
Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · financials overlap, not a finding · Not an equity buy
PDF
03/24/2025
sale SPOT Spotify Technology S.A. Ordinary Shares
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 17d lag · Not an equity buy
PDF
03/24/2025
purchase V Visa Inc.
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 17d lag · financials overlap, not a finding · copy +14.0%
PDF
03/19/2025
sale AZTA Azenta, Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale AVGO Broadcom Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale CHRD Chord Energy Corporation - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale CRNX Crinetics Pharmaceuticals, Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale DHI D.R. Horton, Inc. Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale DEO Diageo plc Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale DSCSY DISCO CORP UNSP /ADR
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale DAVA Endava plc American Depositary Shares
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale FLYW Flywire Corporation - Voting Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale HD Home Depot, Inc.
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale PPBI Pacific Premier Bancorp Inc - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale TLK PT Telekomunikasi Indonesia, Tbk
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale NOW ServiceNow, Inc. Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale SHOP Shopify Inc. - Class A Subordinate Voting Shares
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale SNOW Snowflake Inc. Class A Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale TNDM Tandem Diabetes Care, Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale TTNDY TECHTRONIC INDUS LTD ADR
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/19/2025
sale TPH Tri Pointe Homes, Inc. Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
03/17/2025
sale ITCI Intra-Cellular Therapies Inc.
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 24d lag · Not an equity buy
PDF
03/17/2025
purchase WMT Walmart Inc. Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 24d lag · copy +18.5%
PDF
03/13/2025
purchase APP Applovin Corporation - Class A Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 28d lag · copy +27.8%
PDF
03/13/2025
sale BBVA Banco Bilbao Vizcaya Argentaria S.A. Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 28d lag · Not an equity buy
PDF
03/13/2025
purchase DASH DoorDash, Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 28d lag · copy +8.6%
PDF
03/13/2025
sale IFNNY Infineon Technologies AG
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 28d lag · Not an equity buy
PDF
03/12/2025
purchase ASML ASML Holding N.V. - New York Registry Shares
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 29d lag · copy +160.8%
PDF
03/11/2025
purchase WMT Walmart Inc. Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 30d lag · copy +18.5%
PDF
03/10/2025
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 31d lag · Not an equity buy
PDF
03/10/2025
purchase FI Fiserv, Inc. Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 31d lag · No price
PDF
03/10/2025
purchase IBM International Business Machines Corporation Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 31d lag · copy +1.0%
PDF
03/07/2025
sale APD Air Products and Chemicals, Inc. Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 34d lag · Not an equity buy
PDF
03/07/2025
purchase GILD Gilead Sciences, Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 34d lag · copy +47.3%
PDF
03/07/2025
sale JNJ Johnson & Johnson Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 34d lag · Not an equity buy
PDF
03/06/2025
sale ABT Abbott Laboratories Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
03/06/2025
sale AAPL Apple Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
03/06/2025
sale MA Mastercard Incorporated Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 35d lag · financials overlap, not a finding · Not an equity buy
PDF
03/05/2025
sale AAPL Apple Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 36d lag · Not an equity buy
PDF
03/05/2025
purchase BKNG Booking Holdings Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 36d lag · copy -6.5%
PDF
03/05/2025
purchase META Meta Platforms, Inc. - Class A Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 36d lag · copy +38.4%
PDF
03/05/2025
purchase V Visa Inc.
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 36d lag · financials overlap, not a finding · copy +14.0%
PDF
03/04/2025
purchase BKNG Booking Holdings Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 37d lag · copy -6.5%
PDF
03/04/2025
sale TSM Taiwan Semiconductor Manufacturing Company Ltd.
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 37d lag · Not an equity buy
PDF
03/03/2025
sale PYPL PayPal Holdings, Inc. - Common Stock
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 38d lag · Not an equity buy
PDF
03/03/2025
purchase V Visa Inc.
Joint · stock · filed 04/10/2025 · $1,001–$15,000 · 38d lag · financials overlap, not a finding · copy +14.0%
PDF
02/28/2025
sale GS Goldman Sachs Group, Inc.
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 6d lag · financials overlap, not a finding · Not an equity buy
PDF
02/28/2025
purchase V Visa Inc.
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 6d lag · financials overlap, not a finding · copy +8.5%
PDF
02/27/2025
sale BX Blackstone Inc. Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 7d lag · Not an equity buy
PDF
02/27/2025
sale XYZ Block, Inc. Class A Common Stock,
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 7d lag · Not an equity buy
PDF
02/27/2025
sale KKR KKR & Co. Inc. Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 7d lag · Not an equity buy
PDF
02/27/2025
sale FNA Paragon 28, Inc. Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 7d lag · Not an equity buy
PDF
02/26/2025
sale BX Blackstone Inc. Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 8d lag · Not an equity buy
PDF
02/26/2025
purchase FI Fiserv, Inc. Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 8d lag · No price
PDF
02/26/2025
sale KKR KKR & Co. Inc. Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 8d lag · Not an equity buy
PDF
02/25/2025
sale VRT Vertiv Holdings, LLC Class A Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 9d lag · Not an equity buy
PDF
02/24/2025
sale AAPL Apple Inc. - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 10d lag · Not an equity buy
PDF
02/24/2025
sale HD Home Depot, Inc.
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 10d lag · Not an equity buy
PDF
02/24/2025
sale MSFT Microsoft Corporation - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 10d lag · Not an equity buy
PDF
02/21/2025
sale AAPL Apple Inc. - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
02/21/2025
sale BRK.B Berkshire Hathaway Inc. New Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
02/21/2025
sale SCHW Charles Schwab Corporation
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · financials overlap, not a finding · Not an equity buy
PDF
02/21/2025
sale CSCO Cisco Systems, Inc. - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
02/21/2025
sale DASTY DASSAULT SYSTEMES SA ADR
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
02/21/2025
purchase FI Fiserv, Inc. Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · No price
PDF
02/21/2025
sale IFNNY Infineon Technologies AG
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
02/21/2025
sale MSFT Microsoft Corporation - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
02/21/2025
sale NTDOY Nintendo Co Ltd ADR
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
02/21/2025
sale PAYX Paychex, Inc. - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
02/21/2025
purchase SNOW Snowflake Inc. Class A Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · copy +117.2%
PDF
02/21/2025
sale SPOT Spotify Technology S.A. Ordinary Shares
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
02/19/2025
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 15d lag · Not an equity buy
PDF
02/19/2025
sale ICFI ICF International, Inc. - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 15d lag · Not an equity buy
PDF
02/14/2025
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 03/06/2025 · $1,000,001–$5,000,000 · 20d lag · Not an equity buy
PDF
02/14/2025
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 03/06/2025 · $500,001–$1,000,000 · 20d lag · Not an equity buy
PDF
02/14/2025
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 03/06/2025 · $1,000,001–$5,000,000 · 20d lag · Not an equity buy
PDF
02/14/2025
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 03/06/2025 · $1,000,001–$5,000,000 · 20d lag · Not an equity buy
PDF
02/14/2025
sale MSFT Microsoft Corporation - Common Stock
Joint · other · filed 03/06/2025 · $500,001–$1,000,000 · 20d lag · Not an equity buy
PDF
02/14/2025
sale MSFT Microsoft Corporation - Common Stock
Joint · other · filed 03/06/2025 · $250,001–$500,000 · 20d lag · Not an equity buy
PDF
02/14/2025
sale MSFT Microsoft Corporation - Common Stock
Joint · other · filed 03/06/2025 · $1,000,001–$5,000,000 · 20d lag · Not an equity buy
PDF
02/14/2025
sale MSFT Microsoft Corporation - Common Stock
Joint · stock · filed 03/06/2025 · $1,000,001–$5,000,000 · 20d lag · Not an equity buy
PDF
02/14/2025
sale TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 20d lag · Not an equity buy
PDF
02/13/2025
purchase ABT Abbott Laboratories Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 21d lag · copy -23.4%
PDF
02/13/2025
sale DHI D.R. Horton, Inc. Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 21d lag · Not an equity buy
PDF
02/13/2025
sale PYPL PayPal Holdings, Inc. - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 21d lag · Not an equity buy
PDF
02/13/2025
sale TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 21d lag · Not an equity buy
PDF
02/13/2025
purchase V Visa Inc.
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · copy +8.5%
PDF
02/12/2025
purchase BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 22d lag · copy -19.0%
PDF
02/12/2025
purchase SHOP Shopify Inc. Class A Subordinate Voting Shares
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 22d lag · copy +36.8%
PDF
02/10/2025
purchase DSCSY DISCO CORP UNSP /ADR
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 24d lag · copy +61.0%
PDF
02/10/2025
sale XNGSY EEN ENERGY HLDGS UNSP/ADR
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 24d lag · Not an equity buy
PDF
02/07/2025
sale ABEV Ambev S.A. American Depositary Shares
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
02/07/2025
purchase DSCSY DISCO CORP UNSP /ADR
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 27d lag · copy +61.0%
PDF
02/07/2025
sale XNGSY EEN ENERGY HLDGS UNSP/ADR
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
02/06/2025
sale ABEV Ambev S.A. American Depositary Shares
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 28d lag · Not an equity buy
PDF
02/06/2025
purchase AVGO Broadcom Inc. - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 28d lag · copy +93.2%
PDF
02/06/2025
sale PYPL PayPal Holdings, Inc. - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 28d lag · Not an equity buy
PDF
02/06/2025
purchase TWLO Twilio Inc. Class A Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 28d lag · copy +145.6%
PDF
02/05/2025
purchase TSLA S O : Morgan Stanley - Select UMA Account # 1 JT Tesla, Inc. - Common Stock
Self · stock · filed 03/06/2025 · $1,001–$15,000 · 29d lag · copy +44.7%
PDF
02/04/2025
sale TDG Transdigm Group Incorporated Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 30d lag · Not an equity buy
PDF
02/03/2025
sale AAPL Apple Inc. - Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 31d lag · Not an equity buy
PDF
02/03/2025
purchase XYZ Block, Inc. Class A Common Stock,
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 31d lag · copy +30.3%
PDF
02/03/2025
purchase SHOP Shopify Inc. Class A Subordinate Voting Shares
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 31d lag · copy +36.8%
PDF
02/03/2025
purchase UNP Union Pacific Corporation Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 31d lag · copy +9.6%
PDF
02/03/2025
purchase WMT Walmart Inc. Common Stock
Joint · stock · filed 03/06/2025 · $1,001–$15,000 · 31d lag · copy +14.4%
PDF
01/31/2025
purchase BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 10d lag · copy +1.6%
PDF
01/31/2025
sale ANET Arista Networks, Inc. Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 10d lag · Not an equity buy
PDF
01/31/2025
sale ICFI ICF International, Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 10d lag · Not an equity buy
PDF
01/31/2025
purchase MA Mastercard Incorporated Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 10d lag · financials overlap, not a finding · copy +0.5%
PDF
01/31/2025
sale MSFT Microsoft Corporation - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 10d lag · Not an equity buy
PDF
01/31/2025
purchase TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 10d lag · copy +8.5%
PDF
01/31/2025
purchase TWLO Twilio Inc. Class A Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 10d lag · copy +85.0%
PDF
01/31/2025
purchase V Visa Inc.
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 10d lag · financials overlap, not a finding · copy +6.2%
PDF
01/30/2025
purchase MMM 3M Company Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 11d lag · copy +10.5%
PDF
01/30/2025
purchase GLW Corning Incorporated Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 11d lag · copy +200.6%
PDF
01/30/2025
purchase MA Mastercard Incorporated Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 11d lag · financials overlap, not a finding · copy +0.5%
PDF
01/30/2025
purchase TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 11d lag · copy +8.5%
PDF
01/30/2025
sale TT Trane Technologies plc
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 11d lag · Not an equity buy
PDF
01/30/2025
purchase V Visa Inc.
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 11d lag · financials overlap, not a finding · copy +6.2%
PDF
01/29/2025
purchase ABT Abbott Laboratories Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 12d lag · copy -21.5%
PDF
01/29/2025
sale AVGO Broadcom Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 12d lag · Not an equity buy
PDF
01/29/2025
sale ETN Eaton Corporation, PLC Ordinary Shares
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 12d lag · Not an equity buy
PDF
01/29/2025
sale ISRG Intuitive Surgical, Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 12d lag · Not an equity buy
PDF
01/29/2025
sale NVDA NVIDIA Corporation - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 12d lag · Not an equity buy
PDF
01/29/2025
sale PWR Quanta Services, Inc. Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 12d lag · Not an equity buy
PDF
01/29/2025
purchase CRM Salesforce, Inc. Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 12d lag · copy -27.0%
PDF
01/29/2025
sale UBER Uber Technologies, Inc. Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 12d lag · Not an equity buy
PDF
01/29/2025
purchase UNP Union Pacific Corporation Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 12d lag · copy +10.1%
PDF
01/28/2025
purchase ABT Abbott Laboratories Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 13d lag · copy -21.5%
PDF
01/28/2025
sale ANET Arista Networks, Inc. Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
01/28/2025
sale AVGO Broadcom Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
01/28/2025
sale NVDA NVIDIA Corporation - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
01/28/2025
sale ORCL Oracle Corporation Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
01/28/2025
sale TSM Taiwan Semiconductor Manufacturing Company Ltd.
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 13d lag · Not an equity buy
PDF
01/28/2025
purchase TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 13d lag · copy +8.5%
PDF
01/28/2025
purchase V Visa Inc.
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 13d lag · financials overlap, not a finding · copy +6.2%
PDF
01/27/2025
purchase ABEV Ambev S.A. American Depositary Shares
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 14d lag · copy +59.4%
PDF
01/27/2025
purchase CDRE Cadre Holdings, Inc. Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 14d lag · copy -25.8%
PDF
01/27/2025
purchase CLPBY COLOPLAST AS SP/ADR
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 14d lag · copy -41.8%
PDF
01/27/2025
purchase GLW Corning Incorporated Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 14d lag · copy +200.6%
PDF
01/27/2025
sale FICO Fair Isaac Corporation Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 14d lag · Not an equity buy
PDF
01/27/2025
purchase GBOOY Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 14d lag · copy +63.5%
PDF
01/27/2025
sale MELI MercadoLibre, Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 14d lag · Not an equity buy
PDF
01/27/2025
sale MRK Merck & Company, Inc. Common Stock
Joint · stock · filed 02/10/2025 · $15,001–$50,000 · 14d lag · Not an equity buy
PDF
01/24/2025
sale ITCI Intra-Cellular Therapies Inc.
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 17d lag · Not an equity buy
PDF
01/24/2025
purchase JNJ Johnson & Johnson Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 17d lag · copy +74.9%
PDF
01/24/2025
sale REGN Regeneron Pharmaceuticals, Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 17d lag · Not an equity buy
PDF
01/24/2025
purchase V Visa Inc.
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 17d lag · financials overlap, not a finding · copy +6.2%
PDF
01/23/2025
sale ETN Eaton Corporation, PLC Ordinary Shares
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 18d lag · Not an equity buy
PDF
01/23/2025
purchase TEL TE Connectivity plc Ordinary Shares
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 18d lag · copy +41.6%
PDF
01/23/2025
sale TT Trane Technologies plc
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 18d lag · Not an equity buy
PDF
01/23/2025
sale UBER Uber Technologies, Inc. Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 18d lag · Not an equity buy
PDF
01/23/2025
purchase V Visa Inc.
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 18d lag · financials overlap, not a finding · copy +6.2%
PDF
01/22/2025
sale NFLX Netflix, Inc. - Common Stock
Joint · etf · filed 02/10/2025 · $1,001–$15,000 · 19d lag · Not an equity buy
PDF
01/22/2025
sale ORCL Oracle Corporation Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 19d lag · Not an equity buy
PDF
01/22/2025
purchase WMT Walmart Inc. Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 19d lag · copy +4.7%
PDF
01/21/2025
purchase KO Coca-Cola Company
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 20d lag · copy +29.1%
PDF
01/21/2025
sale ISRG Intuitive Surgical, Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 20d lag · Not an equity buy
PDF
01/21/2025
purchase JNJ Johnson & Johnson Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 20d lag · copy +74.9%
PDF
01/21/2025
sale MSFT Microsoft Corporation - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 20d lag · Not an equity buy
PDF
01/21/2025
sale ORCL Oracle Corporation Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 20d lag · Not an equity buy
PDF
01/21/2025
sale PWR Quanta Services, Inc. Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 20d lag · Not an equity buy
PDF
01/17/2025
sale INTA Intapp, Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 24d lag · Not an equity buy
PDF
01/17/2025
sale NVDA NVIDIA Corporation - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 24d lag · Not an equity buy
PDF
01/17/2025
purchase PAR PAR Technology Corporation Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 24d lag · copy -78.5%
PDF
01/16/2025
sale GOOG S O : Morgan Stanley - Select UMA Account # 1 JT Alphabet Inc. - Class C Capital Stock
Self · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · Not an equity buy
PDF
01/16/2025
purchase BRK.B Berkshire Hathaway Inc. New Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · copy +6.8%
PDF
01/16/2025
purchase KO Coca-Cola Company
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · copy +29.1%
PDF
01/16/2025
purchase DHI D.R. Horton, Inc. Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · copy +7.2%
PDF
01/16/2025
purchase D Dominion Energy, Inc. Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · copy +14.0%
PDF
01/16/2025
purchase GMAB Genmab A/S - American Depositary Shares
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · copy +82.1%
PDF
01/16/2025
purchase JNJ Johnson & Johnson Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · copy +74.9%
PDF
01/16/2025
sale MA Mastercard Incorporated Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · financials overlap, not a finding · Not an equity buy
PDF
01/16/2025
sale META Meta Platforms, Inc. - Class A Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · Not an equity buy
PDF
01/16/2025
sale MSFT Microsoft Corporation - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · Not an equity buy
PDF
01/16/2025
purchase NSRGY NESTLE S.A S/ADR
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · copy +9.3%
PDF
01/16/2025
sale NVDA NVIDIA Corporation - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · Not an equity buy
PDF
01/16/2025
sale PANW Palo Alto Networks, Inc.
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · Not an equity buy
PDF
01/16/2025
purchase TLK PT Telekomunikasi Indonesia, Tbk
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · copy -2.3%
PDF
01/16/2025
purchase SHEL Shell PLC American Depositary Shares
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · copy +39.4%
PDF
01/16/2025
sale TDG Transdigm Group Incorporated Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · Not an equity buy
PDF
01/16/2025
purchase UNICY UNICHARM CORP S/ADR
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 25d lag · copy -21.4%
PDF
01/10/2025
sale ISRG Intuitive Surgical, Inc. - Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 31d lag · Not an equity buy
PDF
01/08/2025
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 02/10/2025 · $1,001–$15,000 · 33d lag · Not an equity buy
PDF
12/30/2024
purchase SQ Block, Inc. Class A Common Stock,
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 15d lag · No price
PDF
12/30/2024
purchase GS Goldman Sachs Group, Inc.
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 15d lag · financials overlap, not a finding · copy +60.4%
PDF
12/27/2024
sale ABEV Ambev S.A. American Depositary Shares
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 18d lag · Not an equity buy
PDF
12/27/2024
sale CDRE Cadre Holdings, Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 18d lag · Not an equity buy
PDF
12/27/2024
sale CLPBY COLOPLAST AS SP/ADR
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 18d lag · Not an equity buy
PDF
12/27/2024
sale GBOOY Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 18d lag · Not an equity buy
PDF
12/23/2024
sale ISRG Intuitive Surgical, Inc. - Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
12/23/2024
sale TT Trane Technologies plc
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 22d lag · Not an equity buy
PDF
12/20/2024
sale MSFT Microsoft Corporation - Common Stock
Joint · other · filed 01/14/2025 · $1,000,001–$5,000,000 · 25d lag · Not an equity buy
PDF
12/20/2024
sale MSFT Microsoft Corporation - Common Stock
Joint · other · filed 01/14/2025 · $1,000,001–$5,000,000 · 25d lag · Not an equity buy
PDF
12/20/2024
sale MSFT Microsoft Corporation - Common Stock
Joint · other · filed 01/14/2025 · $1,000,001–$5,000,000 · 25d lag · Not an equity buy
PDF
12/20/2024
sale MSFT Microsoft Corporation - Common Stock
Joint · other · filed 01/14/2025 · $1,000,001–$5,000,000 · 25d lag · Not an equity buy
PDF
12/20/2024
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 01/14/2025 · $1,000,001–$5,000,000 · 25d lag · Not an equity buy
PDF
12/20/2024
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 01/14/2025 · $1,000,001–$5,000,000 · 25d lag · Not an equity buy
PDF
12/20/2024
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 01/14/2025 · $1,000,001–$5,000,000 · 25d lag · Not an equity buy
PDF
12/20/2024
purchase MSFT Microsoft Corporation - Common Stock
Joint · other · filed 01/14/2025 · $1,000,001–$5,000,000 · 25d lag · Not an equity buy
PDF
12/20/2024
purchase WMT Walmart Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 25d lag · copy +18.0%
PDF
12/19/2024
purchase AAPL Apple Inc. - Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 26d lag · copy +44.5%
PDF
12/19/2024
sale NVDA NVIDIA Corporation - Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 26d lag · Not an equity buy
PDF
12/19/2024
purchase WMT Walmart Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 26d lag · copy +18.0%
PDF
12/18/2024
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
12/18/2024
sale ORCL Oracle Corporation Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
12/18/2024
sale UBER Uber Technologies, Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy
PDF
12/18/2024
purchase WMT Walmart Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 27d lag · copy +18.0%
PDF
12/16/2024
sale BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
12/16/2024
sale KO Coca-Cola Company
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
12/16/2024
sale DHI D.R. Horton, Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
12/16/2024
sale D Dominion Energy, Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
12/16/2024
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
12/16/2024
sale GMAB Genmab A/S - American Depositary Shares
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
12/16/2024
sale NSRGY NESTLE S.A S/ADR
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
12/16/2024
sale TLK PT Telekomunikasi Indonesia, Tbk
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
12/16/2024
sale SHEL Shell PLC American Depositary Shares
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
12/16/2024
sale UNICY UNICHARM CORP S/ADR
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 29d lag · Not an equity buy
PDF
12/13/2024
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 32d lag · Not an equity buy
PDF
12/13/2024
purchase CRM Salesforce, Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 32d lag · copy -28.3%
PDF
12/13/2024
purchase UNP Union Pacific Corporation Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 32d lag · copy +15.7%
PDF
12/12/2024
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 33d lag · Not an equity buy
PDF
12/12/2024
purchase JNJ Johnson & Johnson Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 33d lag · copy +85.4%
PDF
12/12/2024
sale GWW W.W. Grainger, Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 33d lag · Not an equity buy
PDF
12/11/2024
sale ETN Eaton Corporation, PLC Ordinary Shares
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 34d lag · Not an equity buy
PDF
12/11/2024
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 34d lag · Not an equity buy
PDF
12/10/2024
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 35d lag · Not an equity buy
PDF
12/09/2024
sale LLY Eli Lilly and Company Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 36d lag · Not an equity buy
PDF
12/09/2024
sale SNPS Synopsys, Inc. - Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 36d lag · Not an equity buy
PDF
12/09/2024
sale UBER Uber Technologies, Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 36d lag · Not an equity buy
PDF
12/06/2024
purchase CDRE Cadre Holdings, Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 39d lag · copy -20.5%
PDF
12/06/2024
sale GBCI Glacier Bancorp, Inc.
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 39d lag · Not an equity buy
PDF
12/06/2024
sale PRIM Primoris Services Corporation
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 39d lag · Not an equity buy
PDF
12/06/2024
sale PGNY Progyny, Inc. - Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 39d lag · Not an equity buy
PDF
12/06/2024
sale SPXC SPX Technologies, Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 39d lag · Not an equity buy
PDF
12/06/2024
sale TXRH Texas Roadhouse, Inc. - Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 39d lag · Not an equity buy
PDF
12/06/2024
purchase THR Thermon Group Holdings, Inc. Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 39d lag · No price
PDF
12/05/2024
sale TT Trane Technologies plc
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 40d lag · Not an equity buy
PDF
12/03/2024
purchase TSLA Tesla, Inc. - Common Stock
Joint · stock · filed 01/14/2025 · $1,001–$15,000 · 42d lag · copy -8.4%
PDF
03/18/2024
purchase ICE S O : Morgan Stanley - Select UMA Account # 1 JT Intercontinental Exchange Inc. Common Stock
Self · stock · filed 04/10/2025 · $1,001–$15,000 · 388d late · copy +0.5%
LatePDF

Source filings

09/14/2026 · Clerk PDF 20035455
08/10/2026 · Clerk PDF 20035186
07/07/2026 · Clerk PDF 20034938
06/03/2026 · Clerk PDF 20034693
05/19/2026 · Clerk PDF 20034585
04/08/2026 · Clerk PDF 20034305
03/16/2026 · Clerk PDF 20034130
02/26/2026 · Clerk PDF 20033930
01/14/2026 · Clerk PDF 20033756
12/29/2025 · Clerk PDF 20033576
11/17/2025 · Clerk PDF 20033398
10/15/2025 · Clerk PDF 20032246
09/05/2025 · Clerk PDF 20031032
08/11/2025 · Clerk PDF 20030848
07/16/2025 · Clerk PDF 20030621
06/11/2025 · Clerk PDF 20030462
05/14/2025 · Clerk PDF 20030338
04/10/2025 · Clerk PDF 20029083
03/06/2025 · Clerk PDF 20027901
02/10/2025 · Clerk PDF 20026732
01/14/2025 · Clerk PDF 20026533