Gilbert Ray Cisneros, Jr.
House
Committee on Armed ServicesCommittee on Small Business
Alert me on this person
+1.6%
Return per decision, 1 monthS&P +1.8%
That is −0.2 points vs the S&P
+4.3%
Return per decision, 3 monthsS&P +5.0%
That is −0.7 points vs the S&P
+9.1%
Return per decision, 6 monthsS&P +12.6%
That is −3.5 points vs the S&P
Record
Same numbers as the leaderboard
812
Decisions
379
Companies
+1.6%
Return
+1.8%
S&P same days
−0.2
vs S&P
52%
Up
0.0
After selling, 518 sales
741
Decisions
357
Companies
+4.3%
Return
+5.0%
S&P same days
−0.7
vs S&P
52%
Up
+1.4
After selling, 473 sales
621
Decisions
322
Companies
+9.1%
Return
+12.6%
S&P same days
−3.5
vs S&P
56%
Up
+5.8
After selling, 381 sales
Returns are per decision, equal weight, measured from the day the report became public to the set point the window names. 924 stock purchases with a price. One company in one report is one decision, however many lines it was filed on, and every decision counts the same, because a Congress report gives a range and not an amount. Measured from the close of the first trading day after the filing date, because a report can be posted a day after the date it carries and the hour is never given. "Up" is the share that were higher at that point. A record marked thin is ranked on the leaderboard but sits right on the minimum of 5 decisions and 3 companies. "After selling" is what the stock did after each sale against the S&P over the same days, sign flipped, so a positive number means the stock fell behind the market after the sale. Sales never count toward the record, a signal or a score.
Committees
Current Congress, from the House ClerkArmed ServicesMakers of aircraft, ships, missiles and guidance systems
Small Business
40 of 1617 reported trades are in industries these committees oversee.How this is decided
Reports
21 reports · 1617 trades · newest first
Filed Oct 12·Public Oct 13·Trades Sep 3 to Oct 1·57 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Advanced Energy Industries, Inc. - Common Stock
Sep 29
$1,001 - $15,000
1 week−13.1%S&P −1.2%
Sell
AtriCure, Inc. - Common Stock
Sep 29
$1,001 - $15,000
After selling, 1 week−2.6 pointsstock +1.4%, S&P −1.2%
Sell
BridgeBio Pharma, Inc. - Common Stock
Sep 29
$1,001 - $15,000
After selling, 1 week−7.9 pointsstock +6.7%, S&P −1.2%
Sell
Broadcom Inc. - Common Stock
Sep 16
$1,001 - $15,000
After selling, 1 week+5.2 pointsstock −6.4%, S&P −1.2%
Buy
no ticker
California Community Choice Financing Authority Rev Bonds
Sep 24
$250,001 - $500,000
Not countednot a stock
Sell
no ticker
California Community Choice Financing Authority Rev Bonds
Sep 22
$250,001 - $500,000
After sellingNot countednot a stock
Buy
Cincinnati Financial Corporation - Common Stock
Sep 18
$1,001 - $15,000
1 week+3.9%S&P −1.2%
Sell
Corteva, Inc. Common Stock
Sep 17
$1,001 - $15,000
After selling, 1 week+2.2 pointsstock −3.4%, S&P −1.2%
Sell
Deckers Outdoor Corporation
Sep 18
$1,001 - $15,000
After selling, 1 week−5.2 pointsstock +4.0%, S&P −1.2%
Sell
Domino's Pizza Inc - Common Stock
Sep 18
$1,001 - $15,000
After selling, 1 week−8.0 pointsstock +6.8%, S&P −1.2%
Sell
no ticker
El Camino CA Community College District GO Bonds
Sep 21
$100,001 - $250,000
After sellingNot countednot a stock
Sell
Fidelity National Information Services, Inc. Common Stock
Sep 18
$1,001 - $15,000
After selling, 1 week−4.7 pointsstock +3.5%, S&P −1.2%
Buy
Gates Industrial Corporation Ltd. Common Shares
Sep 29
$1,001 - $15,000
1 week+0.5%S&P −1.2%
Sell
Halozyme Therapeutics, Inc. - Common Stock
Sep 29
$1,001 - $15,000
After selling, 1 week−14.7 pointsstock +13.5%, S&P −1.2%
Sell
no ticker
Imperial, CA, Irrigation District Bonds
Sep 29
$100,001 - $250,000
After sellingNot countednot a stock
Buy
no ticker
Indiana Finance Authority Health System Rev Bonds
Sep 29
$250,001 - $500,000
Not countednot a stock
Sell
Insulet Corporation - Common Stock
Sep 18
$1,001 - $15,000
After selling, 1 week−4.5 pointsstock +3.3%, S&P −1.2%
Sell
Intuit Inc. - Common Stock
Sep 18
$1,001 - $15,000
After selling, 1 week−12.4 pointsstock +11.2%, S&P −1.2%
Sell
ITT Inc. Common Stock
Sep 29
$15,001 - $50,000
After selling, 1 week+1.5 pointsstock −2.7%, S&P −1.2%
Sell
ITT Inc. Common Stock
Sep 21
$15,001 - $50,000
After selling, 1 week+1.5 pointsstock −2.7%, S&P −1.2%
Sell
MACOM Technology Solutions Holdings, Inc. - Common Stock
Sep 21
$1,001 - $15,000
After selling, 1 week+13.6 pointsstock −14.8%, S&P −1.2%
Sell
MACOM Technology Solutions Holdings, Inc. - Common Stock
Sep 29
$15,001 - $50,000
After selling, 1 week+13.6 pointsstock −14.8%, S&P −1.2%
Sell
Microchip Technology Incorporated - Common Stock
Sep 16
$1,001 - $15,000
After selling, 1 week−3.5 pointsstock +2.3%, S&P −1.2%
Sell
Oxford Industries, Inc. Common Stock
Sep 29
$1,001 - $15,000
After selling, 1 week−8.6 pointsstock +7.4%, S&P −1.2%
Buy
Praxis Precision Medicines, Inc. - Common Stock
Sep 29
$1,001 - $15,000
1 week+8.7%S&P −1.2%
Sell
PTC Inc. - Common Stock
Sep 17
$1,001 - $15,000
After selling, 1 week−0.9 pointsstock −0.3%, S&P −1.2%
Sell
RBC Bearings Incorporated Common Stock
Sep 14
$15,001 - $50,000
After selling, 1 week+1.7 pointsstock −2.9%, S&P −1.2%
Sell
Revvity, Inc. Common Stock
Sep 3
$1,001 - $15,000
After selling, 1 week−1.8 pointsstock +0.6%, S&P −1.2%
Sell
Revvity, Inc. Common Stock
Sep 4
$1,001 - $15,000
After selling, 1 week−1.8 pointsstock +0.6%, S&P −1.2%
Sell
Revvity, Inc. Common Stock
Sep 9
$15,001 - $50,000
After selling, 1 week−1.8 pointsstock +0.6%, S&P −1.2%
Sell
Semtech Corporation - Common Stock
Sep 29
$1,001 - $15,000
After selling, 1 week+20.0 pointsstock −21.2%, S&P −1.2%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Sep 22
$1,001 - $15,000
1 week−4.5%S&P −1.2%
Sell
The Trade Desk, Inc. - Class A Common Stock
Sep 18
$1,001 - $15,000
After selling, 1 week−5.1 pointsstock +3.9%, S&P −1.2%
Other
Thermon Group Holdings, Inc. Common Stock
Oct 1
$15,001 - $50,000
Not countedan exchange, not a purchase or a sale
Sell
Western Digital Corporation - Common Stock
Sep 18
$1,001 - $15,000
After selling, 1 week+3.1 pointsstock −4.3%, S&P −1.2%
Filed Sep 10·Public Sep 11·Trades Aug 4 to Aug 28·55 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Advanced Micro Devices, Inc.
Aug 18
$1,001 - $15,000
After selling, 1 month−13.0 pointsstock +15.1%, S&P +2.1%
Sell
Applovin Corporation - Class A Common Stock
Aug 18
$1,001 - $15,000
After selling, 1 month+18.5 pointsstock −16.4%, S&P +2.1%
Sell
Cloudflare, Inc. Class A Common Stock
Aug 18
$1,001 - $15,000
After selling, 1 month−12.4 pointsstock +14.5%, S&P +2.1%
Sell
Coherent Corp.
Aug 18
$1,001 - $15,000
After selling, 1 month+7.8 pointsstock −5.7%, S&P +2.1%
Sell
Coinbase Global, Inc. - Class A Common Stock
Aug 18
$1,001 - $15,000
After selling, 1 month−0.8 pointsstock +2.9%, S&P +2.1%
Sell
Crown Castle Inc. Common Stock
Aug 18
$1,001 - $15,000
After selling, 1 month−6.6 pointsstock +8.7%, S&P +2.1%
Sell
Dollar Tree, Inc. - Common Stock
Aug 19
$15,001 - $50,000
After selling, 1 month+2.6 pointsstock −0.5%, S&P +2.1%
Sell
DoorDash, Inc. - Common Stock
Aug 28
$1,001 - $15,000
After selling, 1 month+5.9 pointsstock −3.8%, S&P +2.1%
Sell
Ducommun Incorporated Common Stock
Aug 7
$1,001 - $15,000
After selling, 1 month+4.4 pointsstock −2.3%, S&P +2.1%
Buy
Horace Mann Educators Corporation Common Stock
Aug 20
$1,001 - $15,000
1 month−5.8%S&P +2.1%
Buy
International Business Machines Corporation Common Stock
Aug 18
$1,001 - $15,000
1 month−6.7%S&P +2.1%
Sell
Lamar Advertising Company - Class A Common Stock
Aug 24
$15,001 - $50,000
After selling, 1 month+2.5 pointsstock −0.4%, S&P +2.1%
Sell
Lamar Advertising Company - Class A Common Stock
Aug 25
$15,001 - $50,000
After selling, 1 month+2.5 pointsstock −0.4%, S&P +2.1%
Sell
Lamar Advertising Company - Class A Common Stock
Aug 20
$15,001 - $50,000
After selling, 1 month+2.5 pointsstock −0.4%, S&P +2.1%
Sell
Meta Platforms, Inc. - Class A Common Stock
Aug 20
$1,001 - $15,000
After selling, 1 month−12.6 pointsstock +14.7%, S&P +2.1%
Buy
no ticker
New Jersey Health Care Facilities Financing Authority Revenue Bonds
Aug 19
$250,001 - $500,000
Not countednot a stock
Sell
Nike, Inc. Common Stock
Aug 27
$15,001 - $50,000
After selling, 1 month+6.0 pointsstock −3.9%, S&P +2.1%
Sell
NVIDIA Corporation - Common Stock
Aug 18
$1,001 - $15,000
After selling, 1 month−1.6 pointsstock +3.7%, S&P +2.1%
Sell
NXP Semiconductors N.V. - Common Stock
Aug 5
$1,001 - $15,000
After selling, 1 month+6.5 pointsstock −4.4%, S&P +2.1%
Sell
Phreesia, Inc. Common Stock
Aug 26
$1,001 - $15,000
After selling, 1 month−2.8 pointsstock +4.9%, S&P +2.1%
Sell
Phreesia, Inc. Common Stock
Aug 25
$1,001 - $15,000
After selling, 1 month−2.8 pointsstock +4.9%, S&P +2.1%
Sell
Sterling Infrastructure, Inc. - Common Stock
Aug 7
$15,001 - $50,000
After selling, 1 month+4.0 pointsstock −1.9%, S&P +2.1%
Sell
Tesla, Inc. - Common Stock
Aug 18
$1,001 - $15,000
After selling, 1 month−1.3 pointsstock +3.4%, S&P +2.1%
Sell
Texas Roadhouse, Inc. - Common Stock
Aug 11
$1,001 - $15,000
After selling, 1 month+14.5 pointsstock −12.4%, S&P +2.1%
Sell
Verisk Analytics, Inc. - Common Stock
Aug 18
$1,001 - $15,000
After selling, 1 month+1.1 pointsstock +1.0%, S&P +2.1%
Filed Sep 4·Public Sep 8·Trades Jul 2 to Jul 31·64 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Adobe Inc. - Common Stock
Jul 24
$1,001 - $15,000
After selling, 1 month+11.2 pointsstock −9.5%, S&P +1.7%
Sell
AeroVironment, Inc. - Common Stock
Jul 2
$1,001 - $15,000
After selling, 1 month+8.4 pointsstock −6.7%, S&P +1.7%
Sell
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Jul 24
$100,001 - $250,000
After selling, 1 month+6.7 pointsstock −5.0%, S&P +1.7%
Buy
BioCryst Pharmaceuticals, Inc. - Common Stock
Jul 10
$1,001 - $15,000
1 month−7.3%S&P +1.7%
Sell
Comcast Corporation - Class A Common Stock
Jul 17
$1,001 - $15,000
After selling, 1 month+20.9 pointsstock −19.2%, S&P +1.7%
Sell
Constellation Brands, Inc. Common Stock
Jul 17
$1,001 - $15,000
After selling, 1 month+3.8 pointsstock −2.1%, S&P +1.7%
Sell
Credo Technology Group Holding Ltd - Ordinary Shares
Jul 2
$1,001 - $15,000
After selling, 1 month−29.5 pointsstock +31.2%, S&P +1.7%
Sell
Crinetics Pharmaceuticals, Inc. - Common Stock
Jul 30
$15,001 - $50,000
After sellingResult due
Buy
CrowdStrike Holdings, Inc. - Class A Common Stock
Jul 17
$1,001 - $15,000
1 month+26.4%S&P +1.7%
Sell
DuPont de Nemours, Inc. Common Stock
Jul 17
$1,001 - $15,000
After selling, 1 month+1.9 pointsstock −0.2%, S&P +1.7%
Sell
Fabrinet Ordinary Shares
Jul 16
$15,001 - $50,000
After selling, 1 month−17.9 pointsstock +19.6%, S&P +1.7%
Sell
FedEx Corporation Common Stock
Jul 21
$1,001 - $15,000
After selling, 1 month+9.3 pointsstock −7.6%, S&P +1.7%
Buy
Horace Mann Educators Corporation Common Stock
Jul 10
$1,001 - $15,000
1 month−9.9%S&P +1.7%
Sell
International Business Machines Corporation Common Stock
Jul 17
$1,001 - $15,000
After selling, 1 month+6.7 pointsstock −5.0%, S&P +1.7%
Sell
Kenvue Inc. Common Stock
Jul 17
$1,001 - $15,000
After selling, 1 month+5.2 pointsstock −3.5%, S&P +1.7%
Sell
Lamar Advertising Company - Class A Common Stock
Jul 16
$1,001 - $15,000
After selling, 1 month+5.1 pointsstock −3.4%, S&P +1.7%
Sell
Lumentum Holdings Inc. - Common Stock
Jul 17
$1,001 - $15,000
After selling, 1 month−11.8 pointsstock +13.5%, S&P +1.7%
Sell
MACOM Technology Solutions Holdings, Inc. - Common Stock
Jul 16
$1,001 - $15,000
After selling, 1 month−20.5 pointsstock +22.2%, S&P +1.7%
Other
National Storage Affiliates Trust Common Shares of Beneficial Interest
Jul 23
$15,001 - $50,000
Not countedan exchange, not a purchase or a sale
Buy
Palantir Technologies Inc. - Class A Common Stock
Jul 17
$1,001 - $15,000
1 month+14.0%S&P +1.7%
Sell
Paramount Skydance Corporation - Class B Common Stock
Jul 17
$1,001 - $15,000
After selling, 1 week−3.5 pointsstock +2.4%, S&P −1.1%
Buy
Praxis Precision Medicines, Inc. - Common Stock
Jul 30
$1,001 - $15,000
1 month−21.1%S&P +1.7%
Sell
Progressive Corporation
Jul 17
$1,001 - $15,000
After selling, 1 month+2.0 pointsstock −0.3%, S&P +1.7%
Sell
RBC Bearings Incorporated Common Stock
Jul 16
$1,001 - $15,000
After selling, 1 month0.0 pointsstock +1.7%, S&P +1.7%
Sell
Semtech Corporation - Common Stock
Jul 16
$1,001 - $15,000
After selling, 1 month−17.5 pointsstock +19.2%, S&P +1.7%
Buy
Skyward Specialty Insurance Group, Inc. - Common Stock
Jul 16
$1,001 - $15,000
1 month+1.7%S&P +1.7%
Buy
Skyward Specialty Insurance Group, Inc. - Common Stock
Jul 10
$1,001 - $15,000
1 month+1.7%S&P +1.7%
Sell
X Technologies, Inc. Common Stock
Jul 16
$1,001 - $15,000
After selling, 1 month+15.2 pointsstock −13.5%, S&P +1.7%
Sell
Uber Technologies, Inc. Common Stock
Jul 17
$1,001 - $15,000
After selling, 1 month+8.1 pointsstock −6.4%, S&P +1.7%
Sell
Verizon Communications Inc. Common Stock
Jul 17
$1,001 - $15,000
After selling, 1 month+10.9 pointsstock −9.2%, S&P +1.7%
Sell
Viavi Solutions Inc. - Common Stock
Jul 21
$1,001 - $15,000
After selling, 1 month−17.7 pointsstock +19.4%, S&P +1.7%
Sell
Zoetis Inc. Class A Common Stock
Jul 17
$1,001 - $15,000
After selling, 1 month+4.4 pointsstock −2.7%, S&P +1.7%
Filed Jul 2·Trades Jun 2 to Jun 30·62 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Ajinomoto Company, Inc. Ordinary Shares
Jun 9
$1,001 - $15,000
After selling, 3 months+22.0 pointsstock −19.3%, S&P +2.7%
Buy
Automatic Data Processing, Inc. - Common Stock
Jun 16
$1,001 - $15,000
3 months+8.3%S&P +2.7%
Sell
Boston Scientific Corporation Common Stock
Jun 5
$1,001 - $15,000
After selling, 3 months+7.2 pointsstock −4.5%, S&P +2.7%
Sell
Broadcom Corporation - Class A
Jun 30
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Sell
CBIZ, Inc. Common Stock
Jun 30
$1,001 - $15,000
After selling, 3 months−52.0 pointsstock +54.7%, S&P +2.7%
Sell
CME Group Inc. - Class A Common Stock
Jun 16
$1,001 - $15,000
After selling, 3 months−9.9 pointsstock +12.6%, S&P +2.7%
Sell
Coinbase Global, Inc. - Class A Common Stock
Jun 16
$1,001 - $15,000
After selling, 3 months−5.7 pointsstock +8.4%, S&P +2.7%
Sell
ConAgra Brands, Inc. Common Stock
Jun 16
$15,001 - $50,000
After selling, 3 months+4.7 pointsstock −2.0%, S&P +2.7%
Sell
Credo Technology Group Holding Ltd - Ordinary Shares
Jun 30
$1,001 - $15,000
After selling, 3 months+20.4 pointsstock −17.7%, S&P +2.7%
Buy
Fidelity National Information Services, Inc. Common Stock
Jun 16
$1,001 - $15,000
3 months−20.5%S&P +2.7%
Sell
Fox Corporation - Class B Common Stock
Jun 16
$1,001 - $15,000
After selling, 3 months−9.8 pointsstock +12.5%, S&P +2.7%
Sell
GoDaddy Inc. Class A Common Stock
Jun 16
$1,001 - $15,000
After selling, 3 months−10.8 pointsstock +13.5%, S&P +2.7%
Buy
Jack Henry & Associates, Inc. - Common Stock
Jun 16
$1,001 - $15,000
3 months−2.3%S&P +2.7%
Buy
no ticker
Los Angeles, CA Tax & Revenue Anticipation Notes
Jun 24
$100,001 - $250,000
Not countednot a stock
Sell
Mastercard Incorporated Common Stock
Jun 5
$1,001 - $15,000
After selling, 3 months−1.1 pointsstock +3.8%, S&P +2.7%
Buy
Microchip Technology Incorporated - Common Stock
Jun 30
$1,001 - $15,000
3 months−6.6%S&P +2.7%
Sell
Micron Technology, Inc. - Common Stock
Jun 5
$1,001 - $15,000
After selling, 3 months−6.5 pointsstock +9.2%, S&P +2.7%
Sell
Microsoft Corporation - Common Stock
Jun 16
$15,001 - $50,000
After selling, 3 months−31.4 pointsstock +34.1%, S&P +2.7%
Sell
no ticker
Mount San Jacinto, CA, Cmnty. College Dist. Bonds
Jun 2
$500,001 - $1,000,000
After sellingNot countednot a stock
Sell
RBC Bearings Incorporated Common Stock
Jun 30
$1,001 - $15,000
After selling, 3 months+18.1 pointsstock −15.4%, S&P +2.7%
Sell
Semtech Corporation - Common Stock
Jun 30
$1,001 - $15,000
After selling, 3 months−37.6 pointsstock +40.3%, S&P +2.7%
Sell
SOFTBANK GROUP CORP
Jun 30
$1,001 - $15,000
After selling, 3 months−12.8 pointsstock +15.5%, S&P +2.7%
Buy
Space Exploration Technologies Corp. - Class A Common Stock
Jun 18
$1,001 - $15,000
3 months−0.9%S&P +2.7%
Sell
Spotify Technology S.A. Ordinary Shares
Jun 18
$1,001 - $15,000
After selling, 3 months+4.8 pointsstock −2.1%, S&P +2.7%
Sell
Sterling Infrastructure, Inc. - Common Stock
Jun 16
$15,001 - $50,000
After selling, 3 months+28.3 pointsstock −25.6%, S&P +2.7%
Buy
Texas Capital Bancshares, Inc. - Common Stock
Jun 30
$1,001 - $15,000
3 months−10.8%S&P +2.7%
Buy
The Descartes Systems Group Inc. - Common Stock
Jun 30
$1,001 - $15,000
3 months+9.5%S&P +2.7%
Sell
The Trade Desk, Inc. - Class A Common Stock
Jun 16
$1,001 - $15,000
After selling, 3 months+40.8 pointsstock −38.1%, S&P +2.7%
Sell
W.R. Berkley Corporation Common Stock
Jun 5
$1,001 - $15,000
After selling, 3 months+5.3 pointsstock −2.6%, S&P +2.7%
Sell
Workday, Inc. - Class A Common Stock
Jun 5
$15,001 - $50,000
After selling, 3 months−32.2 pointsstock +34.9%, S&P +2.7%
Filed Jun 8·Trades May 4 to Jun 2·101 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Abbott Laboratories Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−12.4 pointsstock +16.1%, S&P +3.7%
Sell
Adobe Inc. - Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−3.4 pointsstock +7.1%, S&P +3.7%
Sell
Alphabet Inc. - Class A Common Stock
May 5
$1,001 - $15,000
After selling, 3 months+12.9 pointsstock −9.2%, S&P +3.7%
Buy
Arcutis Biotherapeutics, Inc. - Common stock
May 29
$1,001 - $15,000
3 months+4.6%S&P +3.7%
Sell
AutoZone, Inc. Common Stock
May 29
$1,001 - $15,000
After selling, 3 months+10.9 pointsstock −7.2%, S&P +3.7%
Sell
Booking Holdings Inc. - Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−2.1 pointsstock +5.8%, S&P +3.7%
Sell
Broadridge Financial Solutions, Inc. Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−9.8 pointsstock +13.5%, S&P +3.7%
Sell
Carvana Co. Class A Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−1.8 pointsstock +5.5%, S&P +3.7%
Sell
Chubb Limited Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−0.5 pointsstock +4.2%, S&P +3.7%
Sell
Clorox Company
May 15
$1,001 - $15,000
After selling, 3 months+11.6 pointsstock −7.9%, S&P +3.7%
Sell
Constellation Brands, Inc. Common Stock
May 15
$1,001 - $15,000
After selling, 3 months+16.2 pointsstock −12.5%, S&P +3.7%
Other
Coterra Energy Inc. Common Stock
May 8
$1,001 - $15,000
Not countedan exchange, not a purchase or a sale
Buy
CrowdStrike Holdings, Inc. - Class A Common Stock
May 15
$1,001 - $15,000
3 months+28.9%S&P +3.7%
Sell
FactSet Research Systems Inc. Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−10.2 pointsstock +13.9%, S&P +3.7%
Sell
Flex Ltd. - Ordinary Shares
May 7
$15,001 - $50,000
After selling, 3 months+27.2 pointsstock −23.5%, S&P +3.7%
Sell
Flex Ltd. - Ordinary Shares
May 11
$50,001 - $100,000
After selling, 3 months+27.2 pointsstock −23.5%, S&P +3.7%
Sell
Flex Ltd. - Ordinary Shares
May 12
$1,001 - $15,000
After selling, 3 months+27.2 pointsstock −23.5%, S&P +3.7%
Sell
Flex Ltd. - Ordinary Shares
May 14
$1,001 - $15,000
After selling, 3 months+27.2 pointsstock −23.5%, S&P +3.7%
Sell
GE HealthCare Technologies Inc.
May 15
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Buy
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock
May 11
$1,001 - $15,000
3 months−14.4%S&P +3.7%
Sell
International Business Machines Corporation Common Stock
May 15
$15,001 - $50,000
After selling, 3 months+16.6 pointsstock −12.9%, S&P +3.7%
Buy
Ligand Pharmaceuticals Incorporated - Common Stock
May 29
$1,001 - $15,000
3 months+18.4%S&P +3.7%
Sell
MACOM Technology Solutions Holdings, Inc. - Common Stock
May 22
$1,001 - $15,000
After selling, 3 months+23.9 pointsstock −20.2%, S&P +3.7%
Sell
Medtronic plc. Ordinary Shares
May 15
$1,001 - $15,000
After selling, 3 months−9.4 pointsstock +13.1%, S&P +3.7%
Sell
MercadoLibre, Inc. - Common Stock
May 14
$1,001 - $15,000
After selling, 3 months−10.6 pointsstock +14.3%, S&P +3.7%
Sell
Micron Technology, Inc. - Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−6.1 pointsstock +9.8%, S&P +3.7%
Sell
MongoDB, Inc. - Class A Common Stock
May 14
$1,001 - $15,000
After selling, 3 months−1.6 pointsstock +5.3%, S&P +3.7%
Buy
no ticker
New York City, NY Transitional Finance Authority Bonds
May 29
$250,001 - $500,000
Not countednot a stock
Sell
Palantir Technologies Inc. - Class A Common Stock
May 8
$1,001 - $15,000
After selling, 3 months−24.7 pointsstock +28.4%, S&P +3.7%
Sell
Palantir Technologies Inc. - Class A Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−24.7 pointsstock +28.4%, S&P +3.7%
Sell
Paramount Skydance Corporation - Class B Common Stock
May 15
$1,001 - $15,000
After selling, 3 months+3.4 pointsstock +0.3%, S&P +3.7%
Sell
PayPal Holdings, Inc. - Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−22.5 pointsstock +26.2%, S&P +3.7%
Buy
Perella Weinberg Partners - Class A Common Stock
May 29
$1,001 - $15,000
3 months+5.2%S&P +3.7%
Sell
Primoris Services Corporation
May 8
$1,001 - $15,000
After selling, 3 months+32.6 pointsstock −28.9%, S&P +3.7%
Sell
Regeneron Pharmaceuticals, Inc. - Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−27.5 pointsstock +31.2%, S&P +3.7%
Sell
Rheinmetall Ag Ordinary Shares
May 18
$1,001 - $15,000
After selling, 3 months+18.8 pointsstock −15.1%, S&P +3.7%
Sell
Roper Technologies, Inc.
May 15
$1,001 - $15,000
After selling, 3 months−13.0 pointsstock +16.7%, S&P +3.7%
Buy
Sensata Technologies Holding plc Ordinary Shares
May 7
$1,001 - $15,000
3 months−15.1%S&P +3.7%
Buy
Sensata Technologies Holding plc Ordinary Shares
May 11
$1,001 - $15,000
3 months−15.1%S&P +3.7%
Buy
Sensata Technologies Holding plc Ordinary Shares
May 12
$1,001 - $15,000
3 months−15.1%S&P +3.7%
Sell
Sterling Infrastructure, Inc. - Common Stock
May 18
$15,001 - $50,000
After selling, 3 months+44.9 pointsstock −41.2%, S&P +3.7%
Buy
Texas Capital Bancshares, Inc. - Common Stock
May 29
$1,001 - $15,000
3 months−3.2%S&P +3.7%
Sell
Trimble Inc. - Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−4.7 pointsstock +8.4%, S&P +3.7%
Sell
Tyler Technologies, Inc. Common Stock
May 15
$1,001 - $15,000
After selling, 3 months−7.2 pointsstock +10.9%, S&P +3.7%
Sell
Uber Technologies, Inc. Common Stock
May 15
$1,001 - $15,000
After selling, 3 months+2.7 pointsstock +1.0%, S&P +3.7%
Sell
Viavi Solutions Inc. - Common Stock
May 4
$1,001 - $15,000
After selling, 3 months+19.3 pointsstock −15.6%, S&P +3.7%
Sell
W.R. Berkley Corporation Common Stock
May 7
$1,001 - $15,000
After selling, 3 months−1.2 pointsstock +4.9%, S&P +3.7%
Sell
W.R. Berkley Corporation Common Stock
May 14
$1,001 - $15,000
After selling, 3 months−1.2 pointsstock +4.9%, S&P +3.7%
Sell
W.R. Berkley Corporation Common Stock
May 12
$1,001 - $15,000
After selling, 3 months−1.2 pointsstock +4.9%, S&P +3.7%
Sell
W.R. Berkley Corporation Common Stock
May 13
$1,001 - $15,000
After selling, 3 months−1.2 pointsstock +4.9%, S&P +3.7%
Sell
W.R. Berkley Corporation Common Stock
May 19
$1,001 - $15,000
After selling, 3 months−1.2 pointsstock +4.9%, S&P +3.7%
Sell
W.R. Berkley Corporation Common Stock
May 29
$1,001 - $15,000
After selling, 3 months−1.2 pointsstock +4.9%, S&P +3.7%
Sell
Workday, Inc. - Class A Common Stock
May 29
$15,001 - $50,000
After selling, 3 months−29.0 pointsstock +32.7%, S&P +3.7%
Filed May 8·Trades Apr 6 to May 1·94 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Accenture plc Class A Ordinary Shares
Apr 14
$1,001 - $15,000
After selling, 3 months−1.1 pointsstock +5.6%, S&P +4.5%
Buy
Alexandria Real Estate Equities, Inc. Common Stock
Apr 14
$1,001 - $15,000
3 months+6.0%S&P +4.5%
Sell
Applovin Corporation - Class A Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+37.9 pointsstock −33.4%, S&P +4.5%
Sell
Automatic Data Processing, Inc. - Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−24.5 pointsstock +29.0%, S&P +4.5%
Buy
Broadridge Financial Solutions, Inc. Common Stock
Apr 14
$1,001 - $15,000
3 months+15.3%S&P +4.5%
Sell
Charter Communications, Inc. - Class A Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−2.2 pointsstock +6.7%, S&P +4.5%
Sell
Cognizant Technology Solutions Corporation - Class A Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−15.2 pointsstock +19.7%, S&P +4.5%
Buy
Coinbase Global, Inc. - Class A Common Stock
Apr 14
$1,001 - $15,000
3 months−31.4%S&P +4.5%
Sell
Comcast Corporation - Class A Common Stock
Apr 14
$15,001 - $50,000
After selling, 3 months+0.6 pointsstock +3.9%, S&P +4.5%
Sell
CoStar Group, Inc. - Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+10.0 pointsstock −5.5%, S&P +4.5%
Sell
CrowdStrike Holdings, Inc. - Class A Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−59.2 pointsstock +63.7%, S&P +4.5%
Sell
Datadog, Inc. - Class A Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−17.5 pointsstock +22.0%, S&P +4.5%
Sell
Domino's Pizza Inc - Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−10.3 pointsstock +14.8%, S&P +4.5%
Sell
EPAM Systems, Inc. Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+1.9 pointsstock +2.6%, S&P +4.5%
Sell
Equifax, Inc. Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−4.3 pointsstock +8.8%, S&P +4.5%
Sell
Fair Isaac Corporation Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+9.4 pointsstock −4.9%, S&P +4.5%
Sell
Fidelity National Information Services, Inc. Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+2.4 pointsstock +2.1%, S&P +4.5%
Sell
Fiserv, Inc. - Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+7.6 pointsstock −3.1%, S&P +4.5%
Sell
Flex Ltd. - Ordinary Shares
Apr 13
$15,001 - $50,000
After selling, 3 months+20.1 pointsstock −15.6%, S&P +4.5%
Sell
Flex Ltd. - Ordinary Shares
Apr 15
$1,001 - $15,000
After selling, 3 months+20.1 pointsstock −15.6%, S&P +4.5%
Sell
Flex Ltd. - Ordinary Shares
Apr 22
$1,001 - $15,000
After selling, 3 months+20.1 pointsstock −15.6%, S&P +4.5%
Sell
Flex Ltd. - Ordinary Shares
Apr 27
$1,001 - $15,000
After selling, 3 months+20.1 pointsstock −15.6%, S&P +4.5%
Sell
Flex Ltd. - Ordinary Shares
May 1
$1,001 - $15,000
After selling, 3 months+20.1 pointsstock −15.6%, S&P +4.5%
Sell
Fortinet, Inc. - Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−35.7 pointsstock +40.2%, S&P +4.5%
Sell
Gartner, Inc. Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−17.3 pointsstock +21.8%, S&P +4.5%
Buy
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock
Apr 24
$1,001 - $15,000
3 months+1.9%S&P +4.5%
Buy
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock
Apr 27
$1,001 - $15,000
3 months+1.9%S&P +4.5%
Buy
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock
Apr 29
$1,001 - $15,000
3 months+1.9%S&P +4.5%
Buy
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock
Apr 22
$1,001 - $15,000
3 months+1.9%S&P +4.5%
Sell
Hermes Intl S A Ordinary Shares
Apr 23
$1,001 - $15,000
After selling, 3 months+6.2 pointsstock −1.7%, S&P +4.5%
Buy
International Business Machines Corporation Common Stock
Apr 14
$15,001 - $50,000
3 months+7.4%S&P +4.5%
Sell
International Paper Company Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−26.1 pointsstock +30.6%, S&P +4.5%
Sell
Intuit Inc. - Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+18.6 pointsstock −14.1%, S&P +4.5%
Sell
Jack Henry & Associates, Inc. - Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−2.9 pointsstock +7.4%, S&P +4.5%
Sell
Microsoft Corporation - Common Stock
Apr 14
$15,001 - $50,000
After selling, 3 months−17.9 pointsstock +22.4%, S&P +4.5%
Sell
Mosaic Company
Apr 14
$1,001 - $15,000
After selling, 3 months−2.6 pointsstock +7.1%, S&P +4.5%
Sell
Nike, Inc. Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+6.2 pointsstock −1.7%, S&P +4.5%
Sell
NVIDIA Corporation - Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+5.3 pointsstock −0.8%, S&P +4.5%
Sell
Omnicom Group Inc. Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−11.1 pointsstock +15.6%, S&P +4.5%
Buy
Palantir Technologies Inc. - Class A Common Stock
Apr 14
$15,001 - $50,000
3 months+27.8%S&P +4.5%
Sell
Paycom Software, Inc. Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−49.2 pointsstock +53.7%, S&P +4.5%
Buy
Robinhood Markets, Inc. - Class A Common Stock
Apr 14
$1,001 - $15,000
3 months+16.8%S&P +4.5%
Buy
Sensata Technologies Holding plc Ordinary Shares
May 1
$1,001 - $15,000
3 months+2.3%S&P +4.5%
Sell
ServiceNow, Inc. Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−34.9 pointsstock +39.4%, S&P +4.5%
Sell
SS&C Technologies Holdings, Inc. - Common Stock
Apr 13
$1,001 - $15,000
After selling, 3 months−15.1 pointsstock +19.6%, S&P +4.5%
Sell
SS&C Technologies Holdings, Inc. - Common Stock
Apr 6
$15,001 - $50,000
After selling, 3 months−15.1 pointsstock +19.6%, S&P +4.5%
Sell
SS&C Technologies Holdings, Inc. - Common Stock
May 1
$1,001 - $15,000
After selling, 3 months−15.1 pointsstock +19.6%, S&P +4.5%
Sell
SS&C Technologies Holdings, Inc. - Common Stock
Apr 29
$1,001 - $15,000
After selling, 3 months−15.1 pointsstock +19.6%, S&P +4.5%
Sell
The Kraft Heinz Company - Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−3.4 pointsstock +7.9%, S&P +4.5%
Sell
The Trade Desk, Inc. - Class A Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+41.5 pointsstock −37.0%, S&P +4.5%
Sell
Tyler Technologies, Inc. Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+1.1 pointsstock +3.4%, S&P +4.5%
Sell
Verisk Analytics, Inc. - Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−3.2 pointsstock +7.7%, S&P +4.5%
Sell
Workday, Inc. - Class A Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months−44.8 pointsstock +49.3%, S&P +4.5%
Sell
Zoetis Inc. Class A Common Stock
Apr 14
$1,001 - $15,000
After selling, 3 months+5.5 pointsstock −1.0%, S&P +4.5%
Filed Apr 7·Trades Mar 3 to Mar 31·139 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Advanced Energy Industries, Inc. - Common Stock
Mar 3
$1,001 - $15,000
6 months−20.3%S&P +15.6%
Sell
Advanced Energy Industries, Inc. - Common Stock
Mar 27
$1,001 - $15,000
After selling, 6 months+35.9 pointsstock −20.3%, S&P +15.6%
Sell
Advanced Micro Devices, Inc.
Mar 13
$1,001 - $15,000
After selling, 6 months−163.0 pointsstock +178.6%, S&P +15.6%
Sell
Amazon.com, Inc. - Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months−1.9 pointsstock +17.5%, S&P +15.6%
Sell
Amazon.com, Inc. - Common Stock
Mar 16
$1,001 - $15,000
After selling, 6 months−1.9 pointsstock +17.5%, S&P +15.6%
Sell
Apollo Global Management, Inc.
Mar 13
$1,001 - $15,000
After selling, 6 months+6.7 pointsstock +8.9%, S&P +15.6%
Sell
Applovin Corporation - Class A Common Stock
Mar 18
$15,001 - $50,000
After selling, 6 months+43.7 pointsstock −28.1%, S&P +15.6%
Buy
Applovin Corporation - Class A Common Stock
Mar 13
$1,001 - $15,000
6 months−28.1%S&P +15.6%
Sell
Archer-Daniels-Midland Company Common Stock
Mar 20
$50,001 - $100,000
After selling, 6 months+0.7 pointsstock +14.9%, S&P +15.6%
Buy
Arcutis Biotherapeutics, Inc. - Common stock
Mar 3
$1,001 - $15,000
6 months−1.8%S&P +15.6%
Sell
Arista Networks, Inc. Common Stock
Mar 25
$1,001 - $15,000
After selling, 6 months−33.2 pointsstock +48.8%, S&P +15.6%
Sell
Berkshire Hathaway Inc. New Common Stock
Mar 25
$1,001 - $15,000
After selling, 6 months+10.1 pointsstock +5.5%, S&P +15.6%
Sell
Berkshire Hathaway Inc. New Common Stock
Mar 16
$1,001 - $15,000
After selling, 6 months+10.1 pointsstock +5.5%, S&P +15.6%
Buy
Block, Inc. Class A Common Stock,
Mar 13
$1,001 - $15,000
Not yetno closing prices for this company yet
Sell
Broadcom Inc. - Common Stock
Mar 25
$1,001 - $15,000
After selling, 6 months+7.8 pointsstock +7.8%, S&P +15.6%
Buy
no ticker
California Health Facilities Financing Authority Rev Bonds
Mar 27
$250,001 - $500,000
Not countednot a stock
Sell
no ticker
California State Public Works Board Lease Rev Bonds
Mar 27
$50,001 - $100,000
After sellingNot countednot a stock
Buy
Central Garden & Pet Company - Class A Common Stock Nonvoting
Mar 3
$1,001 - $15,000
6 months+6.4%S&P +15.6%
Sell
Charles Schwab Corporation
Mar 27
$1,001 - $15,000
After selling, 6 months+16.1 pointsstock −0.5%, S&P +15.6%
Buy
Charter Communications, Inc. - Class A Common Stock
Mar 13
$1,001 - $15,000
6 months−51.7%S&P +15.6%
Buy
Cognizant Technology Solutions Corporation - Class A Common Stock
Mar 13
$1,001 - $15,000
6 months−5.3%S&P +15.6%
Sell
ConAgra Brands, Inc. Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+27.5 pointsstock −11.9%, S&P +15.6%
Buy
Crinetics Pharmaceuticals, Inc. - Common Stock
Mar 3
$1,001 - $15,000
3 months+109.3%S&P +11.5%
Buy
CrowdStrike Holdings, Inc. - Class A Common Stock
Mar 13
$1,001 - $15,000
6 months+148.9%S&P +15.6%
Sell
DigitalBridge Group, Inc.
Mar 12
$50,001 - $100,000
After selling, 3 months+10.3 pointsstock +1.2%, S&P +11.5%
Sell
DoorDash, Inc. - Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months−3.4 pointsstock +19.0%, S&P +15.6%
Sell
DoorDash, Inc. - Common Stock
Mar 18
$1,001 - $15,000
After selling, 6 months−3.4 pointsstock +19.0%, S&P +15.6%
Sell
Eli Lilly and Company Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months−9.5 pointsstock +25.1%, S&P +15.6%
Sell
Everest Group, Ltd. Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+5.7 pointsstock +9.9%, S&P +15.6%
Buy
Fidelity National Information Services, Inc. Common Stock
Mar 13
$1,001 - $15,000
6 months−26.4%S&P +15.6%
Sell
Flex Ltd. - Ordinary Shares
Mar 27
$1,001 - $15,000
After selling, 6 months−47.5 pointsstock +63.1%, S&P +15.6%
Buy
Gates Industrial Corporation plc Ordinary Shares
Mar 3
$1,001 - $15,000
Not yetreported before our prices begin
Sell
GoDaddy Inc. Class A Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months−4.7 pointsstock +20.3%, S&P +15.6%
Buy
no ticker
Illinois State General Obligation Bonds
Mar 25
$100,001 - $250,000
Not countednot a stock
Sell
International Business Machines Corporation Common Stock
Mar 13
$15,001 - $50,000
After selling, 6 months+23.1 pointsstock −7.5%, S&P +15.6%
Sell
no ticker
John Swett, CA, USD GO Bonds
Mar 31
$100,001 - $250,000
After sellingNot countednot a stock
Sell
Kenvue Inc. Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+10.9 pointsstock +4.7%, S&P +15.6%
Sell
KeyCorp Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+20.6 pointsstock −5.0%, S&P +15.6%
Buy
Ligand Pharmaceuticals Incorporated - Common Stock
Mar 3
$1,001 - $15,000
6 months+40.9%S&P +15.6%
Sell
lululemon athletica inc. - Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+57.8 pointsstock −42.2%, S&P +15.6%
Sell
MACOM Technology Solutions Holdings, Inc. - Common Stock
Mar 27
$1,001 - $15,000
After selling, 6 months−20.4 pointsstock +36.0%, S&P +15.6%
Buy
MACOM Technology Solutions Holdings, Inc. - Common Stock
Mar 3
$1,001 - $15,000
6 months+36.0%S&P +15.6%
Sell
MercadoLibre, Inc. - Common Stock
Mar 25
$1,001 - $15,000
After selling, 6 months+10.1 pointsstock +5.5%, S&P +15.6%
Buy
Miami International Holdings, Inc. Common Stock
Mar 20
$15,001 - $50,000
6 months−28.5%S&P +15.6%
Sell
Molson Coors Beverage Company Class B Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+29.4 pointsstock −13.8%, S&P +15.6%
Buy
NorthWestern Energy Group, Inc. - Common Stock
Mar 3
$1,001 - $15,000
6 months+6.9%S&P +15.6%
Sell
NVIDIA Corporation - Common Stock
Mar 25
$1,001 - $15,000
After selling, 6 months−15.1 pointsstock +30.7%, S&P +15.6%
Buy
Palantir Technologies Inc. Class A Common Stock
Mar 16
$1,001 - $15,000
6 months+37.9%S&P +15.6%
Sell
Palantir Technologies Inc. Class A Common Stock
Mar 13
$15,001 - $50,000
After selling, 6 months−22.3 pointsstock +37.9%, S&P +15.6%
Sell
Palantir Technologies Inc. Class A Common Stock
Mar 16
$1,001 - $15,000
After selling, 6 months−22.3 pointsstock +37.9%, S&P +15.6%
Buy
Paramount Skydance Corporation - Class B Common Stock
Mar 13
$1,001 - $15,000
3 months−13.4%S&P +11.5%
Sell
Pfizer, Inc. Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+10.1 pointsstock +5.5%, S&P +15.6%
Sell
Robinhood Markets, Inc. - Class A Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months−36.9 pointsstock +52.5%, S&P +15.6%
Sell
Roper Technologies, Inc.
Mar 13
$1,001 - $15,000
After selling, 6 months+14.3 pointsstock +1.3%, S&P +15.6%
Buy
Supernus Pharmaceuticals, Inc. - Common Stock
Mar 3
$1,001 - $15,000
6 months−16.6%S&P +15.6%
Sell
Tesla, Inc. - Common Stock
Mar 13
$15,001 - $50,000
After selling, 6 months+5.5 pointsstock +10.1%, S&P +15.6%
Sell
The Cigna Group Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+14.1 pointsstock +1.5%, S&P +15.6%
Buy
The Trade Desk, Inc. - Class A Common Stock
Mar 13
$1,001 - $15,000
6 months−40.3%S&P +15.6%
Sell
Transdigm Group Incorporated Common Stock
Mar 25
$1,001 - $15,000
After selling, 6 months+25.7 pointsstock −10.1%, S&P +15.6%
Sell
Uber Technologies, Inc. Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+21.0 pointsstock −5.4%, S&P +15.6%
Buy
Ultragenyx Pharmaceutical Inc. - Common Stock
Mar 3
$1,001 - $15,000
6 months−35.7%S&P +15.6%
Sell
United Parcel Service, Inc. Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+20.6 pointsstock −5.0%, S&P +15.6%
Buy
UnitedHealth Group Incorporated Common Stock
Mar 13
$1,001 - $15,000
6 months+24.3%S&P +15.6%
Sell
VeriSign, Inc. - Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+6.4 pointsstock +9.2%, S&P +15.6%
Sell
Viavi Solutions Inc. - Common Stock
Mar 9
$1,001 - $15,000
After selling, 6 months+3.9 pointsstock +11.7%, S&P +15.6%
Sell
Viavi Solutions Inc. - Common Stock
Mar 27
$1,001 - $15,000
After selling, 6 months+3.9 pointsstock +11.7%, S&P +15.6%
Sell
VICI Properties Inc. Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+31.0 pointsstock −15.4%, S&P +15.6%
Sell
W.R. Berkley Corporation Common Stock
Mar 18
$1,001 - $15,000
After selling, 6 months+10.8 pointsstock +4.8%, S&P +15.6%
Sell
Wells Fargo & Company Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+19.7 pointsstock −4.1%, S&P +15.6%
Sell
no ticker
West Kern, CA, Community College District GO Bonds
Mar 27
$250,001 - $500,000
After sellingNot countednot a stock
Sell
Zoetis Inc. Class A Common Stock
Mar 13
$1,001 - $15,000
After selling, 6 months+55.2 pointsstock −39.6%, S&P +15.6%
Filed Mar 9·Trades Feb 5 to Mar 2·83 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Abbott Laboratories Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+16.7 pointsstock −3.5%, S&P +13.2%
Sell
Accenture plc Class A Ordinary Shares
Feb 10
$1,001 - $15,000
After selling, 6 months+24.2 pointsstock −11.0%, S&P +13.2%
Buy
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Feb 9
$50,001 - $100,000
6 months−19.3%S&P +13.2%
Sell
AMETEK, Inc.
Feb 10
$1,001 - $15,000
After selling, 6 months+8.5 pointsstock +4.7%, S&P +13.2%
Sell
AppFolio, Inc. - Class A Common Stock
Feb 18
$1,001 - $15,000
After selling, 6 months+2.1 pointsstock +11.1%, S&P +13.2%
Sell
Applovin Corporation - Class A Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+49.3 pointsstock −36.1%, S&P +13.2%
Sell
Applovin Corporation - Class A Common Stock
Feb 5
$1,001 - $15,000
After selling, 6 months+49.3 pointsstock −36.1%, S&P +13.2%
Sell
Arthur J. Gallagher & Co. Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months−2.9 pointsstock +16.1%, S&P +13.2%
Sell
Block, Inc. Class A Common Stock,
Feb 10
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Sell
Booking Holdings Inc. - Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+13.8 pointsstock −0.6%, S&P +13.2%
Sell
Capital One Financial Corporation Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months−1.8 pointsstock +15.0%, S&P +13.2%
Sell
Coinbase Global, Inc. - 3Class A Common Stock
Feb 12
$1,001 - $15,000
After selling, 6 months+24.3 pointsstock −11.1%, S&P +13.2%
Sell
Dayforce, Inc. Common Stock
Feb 5
$50,001 - $100,000
After sellingNot yettoo few closes after it became public
Sell
Erie Indemnity Company - Class A Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+12.1 pointsstock +1.1%, S&P +13.2%
Sell
Everest Group, Ltd. Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months−1.1 pointsstock +14.3%, S&P +13.2%
Sell
Fair Isaac Corporation Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+36.7 pointsstock −23.5%, S&P +13.2%
Sell
Fidelity National Information Services, Inc. Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+37.0 pointsstock −23.8%, S&P +13.2%
Sell
First Solar, Inc. - Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+10.5 pointsstock +2.7%, S&P +13.2%
Sell
Fiserv, Inc. - Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+31.4 pointsstock −18.2%, S&P +13.2%
Sell
GE Aerospace Common Stock
Feb 10
$15,001 - $50,000
After selling, 6 months+13.4 pointsstock −0.2%, S&P +13.2%
Sell
General Dynamics Corporation Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+13.1 pointsstock +0.1%, S&P +13.2%
Sell
General Mills, Inc. Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+22.5 pointsstock −9.3%, S&P +13.2%
Sell
Healthpeak Properties, Inc. Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months−7.7 pointsstock +20.9%, S&P +13.2%
Sell
International Business Machines Corporation Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+15.9 pointsstock −2.7%, S&P +13.2%
Sell
Invesco Ltd Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months−22.6 pointsstock +35.8%, S&P +13.2%
Sell
Invitation Homes Inc. Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+1.3 pointsstock +11.9%, S&P +13.2%
Sell
Micron Technology, Inc. - Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months−141.9 pointsstock +155.1%, S&P +13.2%
Sell
Microsoft Corporation - Common Stock
Feb 10
$15,001 - $50,000
After selling, 6 months−8.5 pointsstock +21.7%, S&P +13.2%
Buy
Mitsubishi Heavy Industries Ltd Ordinary Shares
Feb 13
$1,001 - $15,000
6 months−16.7%S&P +13.2%
Buy
Occidental Petroleum Corporation Common Stock
Feb 10
$1,001 - $15,000
6 months+15.9%S&P +13.2%
Sell
Oracle Corporation Common Stock
Feb 24
$1,001 - $15,000
After selling, 6 months+4.2 pointsstock +9.0%, S&P +13.2%
Sell
PAR Technology Corporation Common Stock
Feb 18
$1,001 - $15,000
After selling, 6 months+8.1 pointsstock +5.1%, S&P +13.2%
Sell
Primoris Services Corporation
Feb 18
$1,001 - $15,000
After selling, 6 months+58.1 pointsstock −44.9%, S&P +13.2%
Sell
Progressive Corporation
Feb 10
$1,001 - $15,000
After selling, 6 months+9.0 pointsstock +4.2%, S&P +13.2%
Sell
Prudential Financial, Inc. Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months−13.5 pointsstock +26.7%, S&P +13.2%
Sell
Robinhood Markets, Inc. - Class A Common Stock
Feb 24
$1,001 - $15,000
After selling, 6 months−33.6 pointsstock +46.8%, S&P +13.2%
Sell
Roper Technologies, Inc.
Feb 10
$15,001 - $50,000
After selling, 6 months+2.3 pointsstock +10.9%, S&P +13.2%
Sell
Skyworks Solutions, Inc. - Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months−27.3 pointsstock +40.5%, S&P +13.2%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Feb 26
$1,001 - $15,000
6 months+26.1%S&P +13.2%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Feb 9
$100,001 - $250,000
6 months+26.1%S&P +13.2%
Sell
The Descartes Systems Group Inc. - Common Stock
Feb 18
$1,001 - $15,000
After selling, 6 months+8.3 pointsstock +4.9%, S&P +13.2%
Sell
The Trade Desk, Inc. - Class A Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+63.0 pointsstock −49.8%, S&P +13.2%
Sell
Thermon Group Holdings, Inc. Common Stock
Mar 2
$1,001 - $15,000
After selling, 6 months−19.0 pointsstock +31.5%, S&P +12.5%
Sell
Tri Pointe Homes, Inc. Common Stock
Feb 23
$1,001 - $15,000
After selling, 1 month−0.1 pointsstock +0.8%, S&P +0.7%
Sell
Uber Technologies, Inc. Common Stock
Feb 24
$1,001 - $15,000
After selling, 6 months+15.0 pointsstock −1.8%, S&P +13.2%
Buy
Ultragenyx Pharmaceutical Inc. - Common Stock
Feb 18
$1,001 - $15,000
6 months−37.3%S&P +13.2%
Sell
United Airlines Holdings, Inc. - Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months−4.4 pointsstock +17.6%, S&P +13.2%
Sell
UnitedHealth Group Incorporated Common Stock
Feb 10
$15,001 - $50,000
After selling, 6 months−26.8 pointsstock +40.0%, S&P +13.2%
Sell
Walt Disney Company
Feb 10
$1,001 - $15,000
After selling, 6 months+9.6 pointsstock +3.6%, S&P +13.2%
Sell
Warner Bros. Discovery, Inc. - Series A Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months+12.7 pointsstock +0.5%, S&P +13.2%
Sell
XIAOMI CORP
Feb 20
$1,001 - $15,000
After selling, 6 months+33.7 pointsstock −20.5%, S&P +13.2%
Filed Feb 13·Trades Jan 5 to Feb 3·147 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Advanced Energy Industries, Inc. - Common Stock
Jan 20
$1,001 - $15,000
6 months+0.2%S&P +13.0%
Sell
Agree Realty Corporation Common Stock
Jan 15
$15,001 - $50,000
After selling, 6 months+17.3 pointsstock −4.3%, S&P +13.0%
Sell
Ameris Bancorp - Common Stock
Jan 5
$1,001 - $15,000
After selling, 6 months+7.3 pointsstock +5.7%, S&P +13.0%
Sell
APA Corporation - Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months−44.1 pointsstock +57.1%, S&P +13.0%
Buy
ASML Holding N.V. - New York Registry Shares
Jan 30
$1,001 - $15,000
6 months+27.4%S&P +13.0%
Sell
Baker Hughes Company - Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+4.6 pointsstock +8.4%, S&P +13.0%
Buy
Bloom Energy Corporation Class A Common Stock
Jan 30
$1,001 - $15,000
6 months+43.8%S&P +13.0%
Sell
Brown & Brown, Inc. Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+11.7 pointsstock +1.3%, S&P +13.0%
Buy
no ticker
California Community Choice Financing Authority Rev Bonds
Jan 30
$250,001 - $500,000
Not countednot a stock
Buy
no ticker
California Community Choice Financing Authority Rev Bonds
Jan 27
$250,001 - $500,000
Not countednot a stock
Sell
Cameco Corporation Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+28.0 pointsstock −15.0%, S&P +13.0%
Buy
Canadian Pacific Kansas City Limited Common Shares
Jan 20
$1,001 - $15,000
6 months+12.2%S&P +13.0%
Buy
Capital One Financial Corporation Common Stock
Jan 9
$1,001 - $15,000
6 months+8.4%S&P +13.0%
Sell
Chevron Corporation Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months−2.0 pointsstock +15.0%, S&P +13.0%
Sell
Chevron Corporation Common Stock
Jan 9
$15,001 - $50,000
After selling, 6 months−2.0 pointsstock +15.0%, S&P +13.0%
Sell
Chord Energy Corporation - Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months−34.6 pointsstock +47.6%, S&P +13.0%
Buy
Coinbase Global, Inc. - 3Class A Common Stock
Jan 30
$1,001 - $15,000
6 months−11.9%S&P +13.0%
Sell
Columbia Banking System, Inc. - Common Stock
Jan 15
$15,001 - $50,000
After selling, 6 months+7.7 pointsstock +5.3%, S&P +13.0%
Buy
Comcast Corporation - Class A Common Stock
Jan 9
$1,001 - $15,000
6 months−14.8%S&P +13.0%
Sell
ConAgra Brands, Inc. Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+27.9 pointsstock −14.9%, S&P +13.0%
Sell
ConocoPhillips Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months−8.8 pointsstock +21.8%, S&P +13.0%
Sell
ConocoPhillips Common Stock
Jan 7
$15,001 - $50,000
After selling, 6 months−8.8 pointsstock +21.8%, S&P +13.0%
Buy
Costco Wholesale Corporation - Common Stock
Jan 30
$1,001 - $15,000
6 months−4.7%S&P +13.0%
Buy
Credo Technology Group Holding Ltd - Ordinary Shares
Jan 20
$1,001 - $15,000
6 months+97.1%S&P +13.0%
Sell
D.R. Horton, Inc. Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+24.9 pointsstock −11.9%, S&P +13.0%
Sell
Dollar Tree, Inc. - Common Stock
Jan 28
$1,001 - $15,000
After selling, 6 months+11.5 pointsstock +1.5%, S&P +13.0%
Sell
EOG Resources, Inc. Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months−13.0 pointsstock +26.0%, S&P +13.0%
Sell
Exxon Mobil Corporation Common Stock
Jan 9
$50,001 - $100,000
After selling, 6 months−1.7 pointsstock +14.7%, S&P +13.0%
Sell
Gulfport Energy Corporation Common Shares
Jan 9
$1,001 - $15,000
After selling, 6 months+25.4 pointsstock −12.4%, S&P +13.0%
Sell
Halliburton Company Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+9.2 pointsstock +3.8%, S&P +13.0%
Sell
Horace Mann Educators Corporation Common Stock
Jan 5
$1,001 - $15,000
After selling, 6 months−8.6 pointsstock +21.6%, S&P +13.0%
Buy
Independence Realty Trust, Inc. Common Stock
Jan 15
$1,001 - $15,000
6 months+2.0%S&P +13.0%
Sell
Kenvue Inc. Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+8.5 pointsstock +4.5%, S&P +13.0%
Sell
Kinder Morgan, Inc. Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+8.8 pointsstock +4.2%, S&P +13.0%
Sell
Lennar Corporation Class A Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+42.3 pointsstock −29.3%, S&P +13.0%
Buy
Ligand Pharmaceuticals Incorporated - Common Stock
Jan 15
$1,001 - $15,000
6 months+53.4%S&P +13.0%
Buy
Ligand Pharmaceuticals Incorporated - Common Stock
Jan 5
$1,001 - $15,000
6 months+53.4%S&P +13.0%
Buy
LyondellBasell Industries NV Ordinary Shares Class A
Jan 9
$1,001 - $15,000
6 months+19.3%S&P +13.0%
Sell
MACOM Technology Solutions Holdings, Inc. - Common Stock
Jan 20
$1,001 - $15,000
After selling, 6 months−6.3 pointsstock +19.3%, S&P +13.0%
Sell
Matador Resources Company Common Stock
Jan 9
$15,001 - $50,000
After selling, 6 months−10.4 pointsstock +23.4%, S&P +13.0%
Sell
Medpace Holdings, Inc. - Common Stock
Jan 15
$15,001 - $50,000
After selling, 6 months−24.9 pointsstock +37.9%, S&P +13.0%
Buy
Meta Platforms, Inc. - Class A Common Stock
Jan 30
$1,001 - $15,000
6 months−14.8%S&P +13.0%
Sell
no ticker
Milwaukee, Wisconsin GO Promissory Notes Series N2
Jan 30
$100,001 - $250,000
After sellingNot countednot a stock
Sell
Minerals Technologies Inc. Common Stock
Jan 5
$1,001 - $15,000
After selling, 6 months+14.3 pointsstock −1.3%, S&P +13.0%
Buy
Mitsubishi Heavy Industries Ltd Ordinary Shares
Feb 3
$1,001 - $15,000
6 months−14.5%S&P +13.0%
Buy
National Health Investors, Inc. Common Stock
Jan 15
$1,001 - $15,000
6 months−17.6%S&P +13.0%
Sell
ONEOK, Inc. Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months−3.1 pointsstock +16.1%, S&P +13.0%
Buy
Palantir Technologies Inc. - Class A Common Stock
Jan 9
$1,001 - $15,000
6 months+29.0%S&P +13.0%
Sell
Pan American Silver Corp.
Jan 27
$50,001 - $100,000
After selling, 6 months+29.4 pointsstock −16.4%, S&P +13.0%
Buy
Perella Weinberg Partners - Class A Common Stock
Jan 15
$1,001 - $15,000
6 months−21.9%S&P +13.0%
Sell
no ticker
Perris, CA Union High School District GO Ref. Bonds
Jan 30
$250,001 - $500,000
After sellingNot countednot a stock
Sell
Procter & Gamble Company
Jan 30
$1,001 - $15,000
After selling, 6 months+21.8 pointsstock −8.8%, S&P +13.0%
Sell
no ticker
Redlands, CA, Uni. School District GO Bonds
Jan 30
$50,001 - $100,000
After sellingNot countednot a stock
Buy
Robinhood Markets, Inc. - Class A Common Stock
Jan 30
$1,001 - $15,000
6 months+21.3%S&P +13.0%
Sell
no ticker
San Francisco CA City & County, GO Bonds
Jan 30
$250,001 - $500,000
After sellingNot countednot a stock
Sell
SBA Communications Corporation - Class A Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+22.6 pointsstock −9.6%, S&P +13.0%
Sell
Schneider Electric Sa Ordinary Shares
Jan 12
$1,001 - $15,000
After selling, 6 months−1.2 pointsstock +14.2%, S&P +13.0%
Sell
Schneider National, Inc. Common Stock
Jan 15
$1,001 - $15,000
After selling, 6 months−10.4 pointsstock +23.4%, S&P +13.0%
Sell
Silgan Holdings Inc.
Jan 15
$1,001 - $15,000
After selling, 6 months+26.8 pointsstock −13.8%, S&P +13.0%
Sell
Silgan Holdings Inc.
Jan 5
$1,001 - $15,000
After selling, 6 months+26.8 pointsstock −13.8%, S&P +13.0%
Buy
Skyward Specialty Insurance Group, Inc. - Common Stock
Jan 5
$1,001 - $15,000
6 months+26.9%S&P +13.0%
Sell
Solaris Energy Infrastructure, Inc. Class A Common Stock
Jan 9
$15,001 - $50,000
After selling, 6 months−5.4 pointsstock +18.4%, S&P +13.0%
Sell
no ticker
Southeast Energy Authority Cooperative District, Alabama Bonds
Jan 23
$250,001 - $500,000
After sellingNot countednot a stock
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Jan 30
$1,001 - $15,000
6 months+14.1%S&P +13.0%
Sell
Targa Resources, Inc. Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months−21.0 pointsstock +34.0%, S&P +13.0%
Sell
Texas Roadhouse, Inc. - Common Stock
Jan 5
$1,001 - $15,000
After selling, 6 months+3.2 pointsstock +9.8%, S&P +13.0%
Sell
The Kraft Heinz Company - Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+5.0 pointsstock +8.0%, S&P +13.0%
Sell
Valero Energy Corporation Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months−66.0 pointsstock +79.0%, S&P +13.0%
Sell
Ventas, Inc. Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+6.8 pointsstock +6.2%, S&P +13.0%
Sell
Veralto Corp Common Stock
Jan 28
$1,001 - $15,000
After selling, 6 months+8.5 pointsstock +4.5%, S&P +13.0%
Sell
Verisk Analytics, Inc. - Common Stock
Jan 9
$1,001 - $15,000
After selling, 6 months+11.6 pointsstock +1.4%, S&P +13.0%
Sell
W.R. Berkley Corporation Common Stock
Jan 6
$1,001 - $15,000
After selling, 6 months+13.2 pointsstock −0.2%, S&P +13.0%
Sell
W.R. Berkley Corporation Common Stock
Jan 20
$1,001 - $15,000
After selling, 6 months+13.2 pointsstock −0.2%, S&P +13.0%
Buy
Warner Bros. Discovery, Inc. - Series A Common Stock
Jan 9
$1,001 - $15,000
6 months−0.9%S&P +13.0%
Sell
Williams Companies, Inc.
Jan 9
$1,001 - $15,000
After selling, 6 months+7.1 pointsstock +5.9%, S&P +13.0%
Filed Jan 12·Trades Dec 10, 2025 to Dec 31, 2025·120 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Abbott Laboratories Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+27.8 pointsstock −19.0%, S&P +8.8%
Sell
Advanced Micro Devices, Inc.
Dec 19, 2025
$15,001 - $50,000
After selling, 6 months−117.9 pointsstock +126.7%, S&P +8.8%
Buy
Agios Pharmaceuticals, Inc. - Common Stock
Dec 11, 2025
$1,001 - $15,000
6 months+39.3%S&P +8.8%
Sell
AJINOMOTO CO INC
Dec 26, 2025
$1,001 - $15,000
After selling, 6 months−57.4 pointsstock +66.2%, S&P +8.8%
Sell
Alexandria Real Estate Equities, Inc. Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+14.3 pointsstock −5.5%, S&P +8.8%
Sell
ALIBABA GROUP HOLDING LTD
Dec 30, 2025
$1,001 - $15,000
After selling, 6 months+36.4 pointsstock −27.6%, S&P +8.8%
Sell
Amazon.com, Inc. - Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+5.8 pointsstock +3.0%, S&P +8.8%
Sell
Amazon.com, Inc. - Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+5.8 pointsstock +3.0%, S&P +8.8%
Sell
Amcor plc Ordinary Shares
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+3.2 pointsstock +5.6%, S&P +8.8%
Buy
Applovin Corporation - Class A Common Stock
Dec 19, 2025
$1,001 - $15,000
6 months−35.0%S&P +8.8%
Sell
Arcutis Biotherapeutics, Inc. - Common stock
Dec 11, 2025
$1,001 - $15,000
After selling, 6 months+2.3 pointsstock +6.5%, S&P +8.8%
Sell
Arista Networks, Inc. Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months−20.9 pointsstock +29.7%, S&P +8.8%
Buy
AstraZeneca PLC - American Depositary Shares
Dec 18, 2025
$1,001 - $15,000
6 months−8.6%S&P +8.8%
Sell
AutoZone, Inc. Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+21.5 pointsstock −12.7%, S&P +8.8%
Sell
Berkshire Hathaway Inc. New Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+9.2 pointsstock −0.4%, S&P +8.8%
Buy
Block, Inc. Class A Common Stock,
Dec 19, 2025
$1,001 - $15,000
Not yetno closing prices for this company yet
Sell
Bloom Energy Corporation Class A Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months−39.1 pointsstock +47.9%, S&P +8.8%
Sell
Boston Scientific Corporation Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+61.4 pointsstock −52.6%, S&P +8.8%
Buy
Bristol-Myers Squibb Company Common Stock
Dec 19, 2025
$1,001 - $15,000
6 months+10.5%S&P +8.8%
Sell
BXP, Inc. Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months−0.3 pointsstock +9.1%, S&P +8.8%
Buy
no ticker
California State Dept. of Water Resources CVP Revenue Bonds
Dec 10, 2025
$100,001 - $250,000
Not countednot a stock
Sell
Cameco Corporation Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+28.6 pointsstock −19.8%, S&P +8.8%
Buy
Canadian Pacific Kansas City Limited Common Shares
Dec 10, 2025
$1,001 - $15,000
6 months+32.1%S&P +8.8%
Sell
Cboe Global Markets, Inc.
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+4.2 pointsstock +4.6%, S&P +8.8%
Sell
Charles Schwab Corporation
Dec 10, 2025
$1,001 - $15,000
After selling, 6 months+6.5 pointsstock +2.3%, S&P +8.8%
Sell
Chevron Corporation Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months−5.5 pointsstock +14.3%, S&P +8.8%
Sell
Cloudflare, Inc. Class A Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months−35.6 pointsstock +44.4%, S&P +8.8%
Sell
Coinbase Global, Inc. - Class A Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+45.3 pointsstock −36.5%, S&P +8.8%
Sell
Coinbase Global, Inc. - Class A Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+45.3 pointsstock −36.5%, S&P +8.8%
Sell
ConAgra Brands, Inc. Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+17.6 pointsstock −8.8%, S&P +8.8%
Buy
Constellation Brands, Inc. Common Stock
Dec 19, 2025
$1,001 - $15,000
6 months−10.2%S&P +8.8%
Sell
Costco Wholesale Corporation - Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+8.1 pointsstock +0.7%, S&P +8.8%
Sell
Coterra Energy Inc. Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 3 months−25.1 pointsstock +26.3%, S&P +1.2%
Sell
Crown Castle Inc. Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+15.9 pointsstock −7.1%, S&P +8.8%
Sell
Eaton Corporation, PLC Ordinary Shares
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months−11.1 pointsstock +19.9%, S&P +8.8%
Buy
Erie Indemnity Company - Class A Common Stock
Dec 19, 2025
$1,001 - $15,000
6 months−18.8%S&P +8.8%
Sell
Expand Energy Corporation - Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+22.2 pointsstock −13.4%, S&P +8.8%
Sell
Ferrari N.V. Common Shares
Dec 18, 2025
$1,001 - $15,000
After selling, 6 months+0.1 pointsstock +8.7%, S&P +8.8%
Buy
Fidelity National Information Services, Inc. Common Stock
Dec 19, 2025
$1,001 - $15,000
6 months−32.3%S&P +8.8%
Sell
Flex Ltd. - Ordinary Shares
Dec 10, 2025
$15,001 - $50,000
After selling, 6 months−79.7 pointsstock +88.5%, S&P +8.8%
Sell
Global Payments Inc. Common Stock
Dec 10, 2025
$15,001 - $50,000
After selling, 6 months+4.2 pointsstock +4.6%, S&P +8.8%
Sell
Global Payments Inc. Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+4.2 pointsstock +4.6%, S&P +8.8%
Sell
Halliburton Company Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+0.4 pointsstock +8.4%, S&P +8.8%
Sell
Hermes Intl S A Ordinary Shares
Dec 30, 2025
$1,001 - $15,000
After selling, 6 months+33.1 pointsstock −24.3%, S&P +8.8%
Sell
Home Depot, Inc.
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+15.8 pointsstock −7.0%, S&P +8.8%
Buy
International Business Machines Corporation Common Stock
Dec 19, 2025
$1,001 - $15,000
6 months−26.8%S&P +8.8%
Buy
Intuitive Surgical, Inc. - Common Stock
Dec 10, 2025
$1,001 - $15,000
6 months−28.4%S&P +8.8%
Sell
Kellanova Common Stock
Dec 11, 2025
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Sell
Lennar Corporation Class A Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+37.6 pointsstock −28.8%, S&P +8.8%
Sell
Lockheed Martin Corporation Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+15.7 pointsstock −6.9%, S&P +8.8%
Sell
no ticker
Los Angeles, CA, Dept. Wtr. & Pwr. Wtrwks. Rev. Bonds
Dec 10, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Buy
LPL Financial Holdings Inc. - Common Stock
Dec 10, 2025
$1,001 - $15,000
6 months−9.0%S&P +8.8%
Sell
McKesson Corporation Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+6.5 pointsstock +2.3%, S&P +8.8%
Sell
MercadoLibre, Inc. - Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+19.2 pointsstock −10.4%, S&P +8.8%
Sell
Meta Platforms, Inc. - Class A Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+3.3 pointsstock +5.5%, S&P +8.8%
Sell
Microsoft Corporation - Common Stock
Dec 19, 2025
$15,001 - $50,000
After selling, 6 months+23.2 pointsstock −14.4%, S&P +8.8%
Sell
Mitsubishi Heavy Industries Ltd Ordinary Shares
Dec 26, 2025
$1,001 - $15,000
After selling, 6 months+27.4 pointsstock −18.6%, S&P +8.8%
Buy
Mitsubishi UFJ Financial Group Inc Ordinary Shares
Dec 19, 2025
$1,001 - $15,000
6 months+32.2%S&P +8.8%
Sell
Netflix, Inc. - Common Stock
Dec 10, 2025
$1,001 - $15,000
After selling, 6 months+26.5 pointsstock −17.7%, S&P +8.8%
Sell
NINTENDO CO LTD ORD
Dec 26, 2025
$1,001 - $15,000
After selling, 6 months+37.6 pointsstock −28.8%, S&P +8.8%
Sell
NVIDIA Corporation - Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months−3.0 pointsstock +11.8%, S&P +8.8%
Sell
NVIDIA Corporation - Common Stock
Dec 19, 2025
$15,001 - $50,000
After selling, 6 months−3.0 pointsstock +11.8%, S&P +8.8%
Sell
Oracle Corporation Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+47.0 pointsstock −38.2%, S&P +8.8%
Sell
Oracle Corporation Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+47.0 pointsstock −38.2%, S&P +8.8%
Sell
Pfizer, Inc. Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+5.5 pointsstock +3.3%, S&P +8.8%
Sell
Primoris Services Corporation
Dec 11, 2025
$1,001 - $15,000
After selling, 6 months+44.9 pointsstock −36.1%, S&P +8.8%
Sell
Procter & Gamble Company
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+2.3 pointsstock +6.5%, S&P +8.8%
Sell
Public Storage Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months−9.5 pointsstock +18.3%, S&P +8.8%
Sell
Quanta Services, Inc. Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months−33.3 pointsstock +42.1%, S&P +8.8%
Sell
Quanta Services, Inc. Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months−33.3 pointsstock +42.1%, S&P +8.8%
Sell
Rheinmetall Ag Ordinary Shares
Dec 31, 2025
$1,001 - $15,000
After selling, 6 months+59.5 pointsstock −50.7%, S&P +8.8%
Sell
Robinhood Markets, Inc. - Class A Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+20.6 pointsstock −11.8%, S&P +8.8%
Sell
Roblox Corporation Class A Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+45.1 pointsstock −36.3%, S&P +8.8%
Buy
no ticker
San Rafael, CA Elementary School District GO Bonds
Dec 17, 2025
$100,001 - $250,000
Not countednot a stock
Sell
SCHNEIDER ELECTRIC SA
Dec 30, 2025
$1,001 - $15,000
After selling, 6 months−3.6 pointsstock +12.4%, S&P +8.8%
Sell
Spotify Technology S.A. Ordinary Shares
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+19.8 pointsstock −11.0%, S&P +8.8%
Buy
Supernus Pharmaceuticals, Inc. - Common Stock
Dec 11, 2025
$1,001 - $15,000
6 months−6.3%S&P +8.8%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months−15.5 pointsstock +24.3%, S&P +8.8%
Sell
TENCENT HLDIGS LTD
Dec 30, 2025
$1,001 - $15,000
After selling, 6 months+32.7 pointsstock −23.9%, S&P +8.8%
Sell
The Campbell's Company - Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+19.0 pointsstock −10.2%, S&P +8.8%
Buy
The Campbell's Company - Common Stock
Dec 30, 2025
$50,001 - $100,000
6 months−10.2%S&P +8.8%
Sell
The Vita Coco Company, Inc. - Common Stock
Dec 11, 2025
$1,001 - $15,000
After selling, 6 months−23.7 pointsstock +32.5%, S&P +8.8%
Sell
Transdigm Group Incorporated Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+19.7 pointsstock −10.9%, S&P +8.8%
Buy
United Airlines Holdings, Inc. - Common Stock
Dec 19, 2025
$1,001 - $15,000
6 months+3.8%S&P +8.8%
Buy
UnitedHealth Group Incorporated Common Stock
Dec 19, 2025
$15,001 - $50,000
6 months+28.5%S&P +8.8%
Sell
Verisk Analytics, Inc. - Common Stock
Dec 19, 2025
$1,001 - $15,000
After selling, 6 months+17.6 pointsstock −8.8%, S&P +8.8%
Sell
Vertiv Holdings, LLC Class A Common Stock
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months−61.6 pointsstock +70.4%, S&P +8.8%
Buy
no ticker
Wisconsin State Health & Educational Facilities Authority Rev. Bonds
Dec 30, 2025
$250,001 - $500,000
Not countednot a stock
Sell
XIAOMI CORP
Dec 30, 2025
$1,001 - $15,000
After selling, 6 months+35.9 pointsstock −27.1%, S&P +8.8%
Filed Dec 15, 2025·Trades Nov 3, 2025 to Dec 1, 2025·176 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Alexandria Real Estate Equities, Inc. Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months+12.0%S&P +10.9%
Buy
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Nov 19, 2025
$15,001 - $50,000
6 months−27.6%S&P +10.9%
Buy
Alkami Technology, Inc. - Common Stock
Nov 13, 2025
$1,001 - $15,000
6 months−33.7%S&P +10.9%
Buy
Allianz SE ADS
Nov 19, 2025
$1,001 - $15,000
Not yetno closing prices for this company yet
Buy
Alphabet Inc. - Class A Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months+20.2%S&P +10.9%
Sell
Alphabet Inc. - Class A Common Stock
Nov 26, 2025
$1,001 - $15,000
After selling, 6 months−9.3 pointsstock +20.2%, S&P +10.9%
Sell
Amdocs Limited - Ordinary Shares
Nov 12, 2025
$15,001 - $50,000
After selling, 6 months+45.3 pointsstock −34.4%, S&P +10.9%
Buy
Applovin Corporation - Class A Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−30.6%S&P +10.9%
Buy
AstraZeneca PLC - American Depositary Shares
Nov 19, 2025
$1,001 - $15,000
6 months−2.2%S&P +10.9%
Buy
Berkshire Hathaway Inc. New Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−2.1%S&P +10.9%
Buy
BioCryst Pharmaceuticals, Inc. - Common Stock
Nov 13, 2025
$1,001 - $15,000
6 months+20.3%S&P +10.9%
Buy
Block, Inc. Class A Common Stock,
Nov 18, 2025
$1,001 - $15,000
Not yetno closing prices for this company yet
Buy
Bloom Energy Corporation Class A Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months+275.4%S&P +10.9%
Sell
Boeing Company
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months+3.2 pointsstock +7.7%, S&P +10.9%
Buy
Booking Holdings Inc. - Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−20.6%S&P +10.9%
Buy
Boston Scientific Corporation Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−51.3%S&P +10.9%
Buy
Bristol-Myers Squibb Company Common Stock
Nov 12, 2025
$1,001 - $15,000
6 months+1.8%S&P +10.9%
Sell
BYD Company Ltd H Shares
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months+25.4 pointsstock −14.5%, S&P +10.9%
Buy
Canadian Pacific Kansas City Limited Common Shares
Nov 12, 2025
$15,001 - $50,000
6 months+17.8%S&P +10.9%
Buy
Canadian Pacific Kansas City Limited Common Shares
Nov 17, 2025
$1,001 - $15,000
6 months+17.8%S&P +10.9%
Buy
Chipotle Mexican Grill, Inc. Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−8.9%S&P +10.9%
Sell
Clorox Company
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months+12.6 pointsstock −1.7%, S&P +10.9%
Buy
Cloudflare, Inc. Class A Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months+13.4%S&P +10.9%
Buy
Coinbase Global, Inc. - Class A Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−35.4%S&P +10.9%
Sell
Comcast Corporation - Class A Common Stock
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months+29.2 pointsstock −18.3%, S&P +10.9%
Sell
Comcast Corporation - Class A Common Stock
Nov 18, 2025
$1,001 - $15,000
After selling, 6 months+29.2 pointsstock −18.3%, S&P +10.9%
Buy
Constellation Brands, Inc. Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months+0.3%S&P +10.9%
Sell
DuPont de Nemours, Inc. Common Stock
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months−8.0 pointsstock +18.9%, S&P +10.9%
Buy
Eaton Corporation, PLC Ordinary Shares
Nov 18, 2025
$1,001 - $15,000
6 months+28.6%S&P +10.9%
Buy
Expand Energy Corporation - Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−17.5%S&P +10.9%
Buy
FactSet Research Systems Inc. Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−23.7%S&P +10.9%
Buy
Fidelity National Information Services, Inc. Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−41.5%S&P +10.9%
Buy
First Watch Restaurant Group, Inc. - Common Stock
Nov 26, 2025
$1,001 - $15,000
6 months−27.9%S&P +10.9%
Sell
Humana Inc. Common Stock
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months−30.0 pointsstock +40.9%, S&P +10.9%
Buy
Iberdrola SA Bilbao Ordinary Shares
Nov 19, 2025
$1,001 - $15,000
6 months+14.1%S&P +10.9%
Sell
Intapp, Inc. - Common Stock
Nov 13, 2025
$1,001 - $15,000
After selling, 6 months+61.7 pointsstock −50.8%, S&P +10.9%
Buy
International Business Machines Corporation Common Stock
Nov 12, 2025
$1,001 - $15,000
6 months−16.8%S&P +10.9%
Buy
International Flavors & Fragrances, Inc. Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months+20.9%S&P +10.9%
Buy
International Paper Company Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−2.2%S&P +10.9%
Buy
Intuitive Surgical, Inc. - Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−26.7%S&P +10.9%
Sell
ITT Inc. Common Stock
Nov 6, 2025
$1,001 - $15,000
After selling, 6 months−2.0 pointsstock +12.9%, S&P +10.9%
Buy
Jack Henry & Associates, Inc. - Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−31.9%S&P +10.9%
Buy
Jack Henry & Associates, Inc. - Common Stock
Nov 12, 2025
$1,001 - $15,000
6 months−31.9%S&P +10.9%
Sell
Kimberly-Clark Corporation Common Stock
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months+8.3 pointsstock +2.6%, S&P +10.9%
Sell
KKR & Co. Inc. Common Stock
Nov 7, 2025
$1,001 - $15,000
After selling, 6 months+37.7 pointsstock −26.8%, S&P +10.9%
Buy
LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests
Nov 20, 2025
$50,001 - $100,000
6 months+27.2%S&P +10.9%
Buy
LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests
Nov 21, 2025
$15,001 - $50,000
6 months+27.2%S&P +10.9%
Buy
Legence Corp. - Class A Common stock
Nov 24, 2025
$1,001 - $15,000
6 months+104.1%S&P +10.9%
Buy
Lennar Corporation Class A Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−22.9%S&P +10.9%
Buy
Lockheed Martin Corporation Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months+8.4%S&P +10.9%
Buy
lululemon athletica inc. - Common Stock
Nov 12, 2025
$1,001 - $15,000
6 months−45.9%S&P +10.9%
Sell
MACOM Technology Solutions Holdings, Inc. - Common Stock
Nov 13, 2025
$1,001 - $15,000
After selling, 6 months−111.9 pointsstock +122.8%, S&P +10.9%
Buy
Microsoft Corporation - Common Stock
Nov 12, 2025
$1,001 - $15,000
6 months−20.0%S&P +10.9%
Buy
Microsoft Corporation - Common Stock
Nov 18, 2025
$50,001 - $100,000
6 months−20.0%S&P +10.9%
Buy
Mitsubishi Heavy Industries Ltd Ordinary Shares
Nov 20, 2025
$1,001 - $15,000
6 months−3.1%S&P +10.9%
Buy
Mitsubishi UFJ Financial Group Inc Ordinary Shares
Nov 20, 2025
$1,001 - $15,000
6 months+34.7%S&P +10.9%
Sell
Molina Healthcare Inc Common Stock
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months−10.5 pointsstock +21.4%, S&P +10.9%
Buy
Molson Coors Beverage Company Class B Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−15.7%S&P +10.9%
Buy
NXP Semiconductors N.V. - Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months+37.1%S&P +10.9%
Sell
Occidental Petroleum Corporation Common Stock
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months−23.5 pointsstock +34.4%, S&P +10.9%
Buy
Palantir Technologies Inc. - Class A Common Stock
Nov 7, 2025
$1,001 - $15,000
6 months−31.6%S&P +10.9%
Buy
Palantir Technologies Inc. Class A Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−31.6%S&P +10.9%
Sell
no ticker
Portola Valley, CA Sch. Dist. Go Bonds
Nov 25, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
Primoris Services Corporation
Nov 24, 2025
$1,001 - $15,000
After selling, 6 months+32.0 pointsstock −21.1%, S&P +10.9%
Sell
Primoris Services Corporation
Nov 6, 2025
$1,001 - $15,000
After selling, 6 months+32.0 pointsstock −21.1%, S&P +10.9%
Other
Qnity Electronics, Inc. Common Stock
Nov 3, 2025
$1,001 - $15,000
Not countedan exchange, not a purchase or a sale
Sell
RBC Bearings Incorporated Common Stock
Nov 24, 2025
$1,001 - $15,000
After selling, 6 months−30.8 pointsstock +41.7%, S&P +10.9%
Sell
Realty Income Corporation Common Stock
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months+3.2 pointsstock +7.7%, S&P +10.9%
Buy
Regeneron Pharmaceuticals, Inc. - Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−18.1%S&P +10.9%
Buy
Robinhood Markets, Inc. - Class A Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−9.4%S&P +10.9%
Buy
Roblox Corporation Class A Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−41.1%S&P +10.9%
Buy
Roblox Corporation Class A Common Stock
Nov 7, 2025
$1,001 - $15,000
6 months−41.1%S&P +10.9%
Sell
SAP SE ADS
Nov 7, 2025
$1,001 - $15,000
After selling, 6 months+46.1 pointsstock −35.2%, S&P +10.9%
Buy
SBA Communications Corporation - Class A Common Stock
Nov 12, 2025
$1,001 - $15,000
6 months−0.4%S&P +10.9%
Sell
ServiceNow, Inc. Common Stock
Nov 7, 2025
$1,001 - $15,000
After selling, 6 months+50.1 pointsstock −39.2%, S&P +10.9%
Buy
no ticker
Southeast Energy Authority Cooperative District, Alabama Bonds
Dec 1, 2025
$250,001 - $500,000
Not countednot a stock
Buy
Spotify Technology S.A. Ordinary Shares
Nov 18, 2025
$1,001 - $15,000
6 months−19.2%S&P +10.9%
Sell
Spotify Technology S.A. Ordinary Shares
Nov 26, 2025
$1,001 - $15,000
After selling, 6 months+30.1 pointsstock −19.2%, S&P +10.9%
Sell
X Technologies, Inc. Common Stock
Nov 6, 2025
$1,001 - $15,000
After selling, 6 months−1.1 pointsstock +12.0%, S&P +10.9%
Sell
Stifel Financial Corporation Common Stock
Nov 24, 2025
$1,001 - $15,000
After selling, 6 months+23.6 pointsstock −12.7%, S&P +10.9%
Sell
Super Micro Computer, Inc. - Common Stock
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months+14.1 pointsstock −3.2%, S&P +10.9%
Sell
Synopsys, Inc. - Common Stock
Nov 18, 2025
$1,001 - $15,000
After selling, 6 months+12.6 pointsstock −1.7%, S&P +10.9%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Nov 18, 2025
$1,001 - $15,000
6 months+61.9%S&P +10.9%
Buy
Tencent Holdings Limited Ordinary Shares
Nov 20, 2025
$1,001 - $15,000
6 months−26.7%S&P +10.9%
Buy
The Campbell's Company - Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−23.8%S&P +10.9%
Sell
The Cigna Group Common Stock
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months+8.6 pointsstock +2.3%, S&P +10.9%
Buy
TKO Group Holdings, Inc. Class A Common Stock
Nov 26, 2025
$1,001 - $15,000
6 months−4.9%S&P +10.9%
Buy
Transdigm Group Incorporated Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months+4.5%S&P +10.9%
Buy
Uber Technologies, Inc. Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−11.5%S&P +10.9%
Sell
UFP Industries, Inc. - Common Stock
Nov 6, 2025
$1,001 - $15,000
After selling, 6 months+17.0 pointsstock −6.1%, S&P +10.9%
Buy
United Parcel Service, Inc. Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months+8.1%S&P +10.9%
Sell
UnitedHealth Group Incorporated Common Stock
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months−10.7 pointsstock +21.6%, S&P +10.9%
Sell
Veracyte, Inc. - Common Stock
Nov 12, 2025
$1,001 - $15,000
After selling, 6 months−13.2 pointsstock +24.1%, S&P +10.9%
Buy
Verisk Analytics, Inc. - Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−19.7%S&P +10.9%
Buy
Vertiv Holdings, LLC Class A Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months+107.4%S&P +10.9%
Sell
Viavi Solutions Inc. - Common Stock
Nov 13, 2025
$1,001 - $15,000
After selling, 6 months−162.1 pointsstock +173.0%, S&P +10.9%
Buy
Warner Bros. Discovery, Inc. - Series A Common Stock
Nov 18, 2025
$1,001 - $15,000
6 months−9.3%S&P +10.9%
Buy
WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests
Nov 11, 2025
$100,001 - $250,000
6 months+68.2%S&P +10.9%
Buy
no ticker
WaterBridge Infrastructure LLC Class A Shares Representing Limited
Nov 12, 2025
$50,001 - $100,000
Not countednot a stock
Buy
Wheaton Precious Metals Corp Common Shares
Nov 18, 2025
$1,001 - $15,000
6 months+7.4%S&P +10.9%
Filed Nov 18, 2025·Trades Oct 2, 2025 to Nov 3, 2025·119 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Oct 14, 2025
$15,001 - $50,000
6 months−18.2%S&P +13.2%
Buy
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Oct 17, 2025
$15,001 - $50,000
6 months−18.2%S&P +13.2%
Buy
Allianz SE ADS
Oct 21, 2025
$1,001 - $15,000
Not yetno closing prices for this company yet
Buy
Alphabet Inc. - Class A Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months+31.0%S&P +13.2%
Sell
Amdocs Limited - Ordinary Shares
Oct 15, 2025
$1,001 - $15,000
After selling, 6 months+28.8 pointsstock −15.6%, S&P +13.2%
Buy
Applovin Corporation - Class A Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months−9.1%S&P +13.2%
Buy
Applovin Corporation - Class A Common Stock
Oct 9, 2025
$1,001 - $15,000
6 months−9.1%S&P +13.2%
Sell
Artivion, Inc. Common Stock
Oct 9, 2025
$1,001 - $15,000
After selling, 6 months+62.9 pointsstock −49.7%, S&P +13.2%
Buy
AstraZeneca PLC - American Depositary Shares
Oct 21, 2025
$1,001 - $15,000
6 months+7.3%S&P +13.2%
Buy
Berkshire Hathaway Inc. New Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months−3.0%S&P +13.2%
Buy
Bloom Energy Corporation Class A Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months+177.7%S&P +13.2%
Buy
Boston Scientific Corporation Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months−40.4%S&P +13.2%
Sell
Bristol-Myers Squibb Company Common Stock
Oct 9, 2025
$1,001 - $15,000
After selling, 6 months−19.6 pointsstock +32.8%, S&P +13.2%
Sell
no ticker
California State Public Works Board Lease Rev. Bonds
Oct 7, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
no ticker
Chula Vista, CA Elementary School Bonds
Oct 3, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Buy
Cloudflare, Inc. Class A Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months+10.2%S&P +13.2%
Buy
Coinbase Global, Inc. - Class A Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months−28.1%S&P +13.2%
Buy
Coinbase Global, Inc. - Class A Common Stock
Oct 9, 2025
$1,001 - $15,000
6 months−28.1%S&P +13.2%
Buy
Columbia Banking System, Inc. - Common Stock
Oct 3, 2025
$1,001 - $15,000
6 months+15.7%S&P +13.2%
Sell
Comcast Corporation - Class A Common Stock
Oct 9, 2025
$1,001 - $15,000
After selling, 6 months+11.7 pointsstock +1.5%, S&P +13.2%
Buy
Commvault Systems, Inc. - Common Stock
Nov 3, 2025
$1,001 - $15,000
6 months−10.3%S&P +13.2%
Buy
Commvault Systems, Inc. - Common Stock
Oct 3, 2025
$1,001 - $15,000
6 months−10.3%S&P +13.2%
Sell
ConAgra Brands, Inc. Common Stock
Oct 9, 2025
$1,001 - $15,000
After selling, 6 months+31.8 pointsstock −18.6%, S&P +13.2%
Buy
Costco Wholesale Corporation - Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months+15.8%S&P +13.2%
Buy
Credo Technology Group Holding Ltd - Ordinary Shares
Oct 30, 2025
$1,001 - $15,000
6 months+53.9%S&P +13.2%
Buy
Cytokinetics, Incorporated - Common Stock
Oct 9, 2025
$1,001 - $15,000
6 months+18.8%S&P +13.2%
Buy
Dbs Group Holdings Ltd Ord Ordinary Shares
Oct 22, 2025
$1,001 - $15,000
6 months+21.6%S&P +13.2%
Buy
Eaton Corporation, PLC Ordinary Shares
Oct 15, 2025
$1,001 - $15,000
6 months+13.9%S&P +13.2%
Sell
Edison International Common Stock
Oct 9, 2025
$1,001 - $15,000
After selling, 6 months−14.0 pointsstock +27.2%, S&P +13.2%
Buy
Enerpac Tool Group Corp. Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−7.9%S&P +13.2%
Sell
Flex Ltd. - Ordinary Shares
Oct 7, 2025
$1,001 - $15,000
After selling, 6 months−114.0 pointsstock +127.2%, S&P +13.2%
Sell
Flex Ltd. - Ordinary Shares
Oct 17, 2025
$1,001 - $15,000
After selling, 6 months−114.0 pointsstock +127.2%, S&P +13.2%
Sell
no ticker
Fountain Valley, CA Public Financing Authority Bonds
Oct 16, 2025
$100,001 - $250,000
After sellingNot countednot a stock
Sell
GoDaddy Inc. Class A Common Stock
Oct 16, 2025
$15,001 - $50,000
After selling, 6 months+40.4 pointsstock −27.2%, S&P +13.2%
Sell
GoDaddy Inc. Class A Common Stock
Oct 15, 2025
$1,001 - $15,000
After selling, 6 months+40.4 pointsstock −27.2%, S&P +13.2%
Sell
GoDaddy Inc. Class A Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months+40.4 pointsstock −27.2%, S&P +13.2%
Sell
GoDaddy Inc. Class A Common Stock
Oct 7, 2025
$1,001 - $15,000
After selling, 6 months+40.4 pointsstock −27.2%, S&P +13.2%
Buy
Iberdrola SA Bilbao Ordinary Shares
Oct 21, 2025
$1,001 - $15,000
6 months+12.1%S&P +13.2%
Sell
Insmed Incorporated - Common Stock
Oct 3, 2025
$1,001 - $15,000
After selling, 6 months+61.0 pointsstock −47.8%, S&P +13.2%
Sell
no ticker
Long Beach, CA Unified School District Bonds
Oct 3, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Medpace Holdings, Inc. - Common Stock
Oct 9, 2025
$1,001 - $15,000
After selling, 6 months+40.1 pointsstock −26.9%, S&P +13.2%
Buy
Meta Platforms, Inc. - Class A Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months+3.5%S&P +13.2%
Buy
no ticker
Milwaukee, Wisconsin GO Promissory Notes Series N2
Oct 8, 2025
$250,001 - $500,000
Not countednot a stock
Buy
no ticker
Missouri Health and Educational Facilities Authority Revenue Bonds
Oct 8, 2025
$250,001 - $500,000
Not countednot a stock
Buy
Mitsubishi Heavy Industries Ltd Ordinary Shares
Oct 21, 2025
$1,001 - $15,000
6 months+0.5%S&P +13.2%
Buy
Mitsubishi UFJ Financial Group Inc Ordinary Shares
Oct 21, 2025
$1,001 - $15,000
6 months+23.1%S&P +13.2%
Sell
Netflix, Inc. - Common Stock
Oct 7, 2025
$1,001 - $15,000
After selling, 6 months+32.7 pointsstock −19.5%, S&P +13.2%
Buy
no ticker
New York Liberty Development Corporation Revenue Bonds
Oct 8, 2025
$250,001 - $500,000
Not countednot a stock
Buy
NXP Semiconductors N.V. - Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months+68.1%S&P +13.2%
Buy
Palantir Technologies Inc. - Class A Common Stock
Oct 9, 2025
$1,001 - $15,000
6 months−17.3%S&P +13.2%
Sell
no ticker
Perris, CA Union High School District GO Ref. Bonds
Oct 7, 2025
$100,001 - $250,000
After sellingNot countednot a stock
Buy
Robinhood Markets, Inc. - Class A Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months−37.7%S&P +13.2%
Sell
no ticker
San Diego, CA, Cmnty. College Dist. GO Bonds
Oct 15, 2025
$100,001 - $250,000
After sellingNot countednot a stock
Buy
Skyward Specialty Insurance Group, Inc. - Common Stock
Oct 3, 2025
$1,001 - $15,000
6 months+0.7%S&P +13.2%
Sell
Sterling Infrastructure, Inc. - Common Stock
Oct 3, 2025
$1,001 - $15,000
After selling, 6 months−106.1 pointsstock +119.3%, S&P +13.2%
Sell
Sterling Infrastructure, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−106.1 pointsstock +119.3%, S&P +13.2%
Sell
Supernus Pharmaceuticals, Inc. - Common Stock
Oct 9, 2025
$1,001 - $15,000
After selling, 6 months+7.7 pointsstock +5.5%, S&P +13.2%
Sell
Synopsys, Inc. - Common Stock
Oct 9, 2025
$1,001 - $15,000
After selling, 6 months−22.6 pointsstock +35.8%, S&P +13.2%
Sell
The Baldwin Insurance Group, Inc. - Class A Common Stock
Oct 3, 2025
$1,001 - $15,000
After selling, 6 months+39.7 pointsstock −26.5%, S&P +13.2%
Sell
The Descartes Systems Group Inc. - Common Stock
Nov 3, 2025
$1,001 - $15,000
After selling, 6 months+23.4 pointsstock −10.2%, S&P +13.2%
Buy
Transdigm Group Incorporated Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months−9.5%S&P +13.2%
Buy
Uber Technologies, Inc. Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months−19.8%S&P +13.2%
Sell
UFP Industries, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+21.7 pointsstock −8.5%, S&P +13.2%
Buy
UnitedHealth Group Incorporated Common Stock
Oct 9, 2025
$1,001 - $15,000
6 months+27.5%S&P +13.2%
Buy
Vertiv Holdings, LLC Class A Common Stock
Oct 17, 2025
$1,001 - $15,000
6 months+92.0%S&P +13.2%
Buy
no ticker
Washington State Health Care Facilities Authority Revenue Bonds
Oct 8, 2025
$250,001 - $500,000
Not countednot a stock
Buy
Wheaton Precious Metals Corp Common Shares
Oct 17, 2025
$1,001 - $15,000
6 months+22.0%S&P +13.2%
Sell
no ticker
Wiseburn, CA, Unified School District GO Ref. A Bonds
Oct 15, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Buy
Workday, Inc. - Class A Common Stock
Oct 14, 2025
$1,001 - $15,000
6 months−42.8%S&P +13.2%
Buy
Workday, Inc. - Class A Common Stock
Oct 15, 2025
$1,001 - $15,000
6 months−42.8%S&P +13.2%
Filed Oct 10, 2025·Trades Sep 3, 2025 to Oct 1, 2025·69 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Amdocs Limited - Ordinary Shares
Sep 22, 2025
$1,001 - $15,000
After selling, 6 months+24.6 pointsstock −18.4%, S&P +6.2%
Sell
Amdocs Limited - Ordinary Shares
Sep 30, 2025
$1,001 - $15,000
After selling, 6 months+24.6 pointsstock −18.4%, S&P +6.2%
Sell
Amdocs Limited - Ordinary Shares
Oct 1, 2025
$1,001 - $15,000
After selling, 6 months+24.6 pointsstock −18.4%, S&P +6.2%
Sell
no ticker
Anaheim CA Elementary School District GO Bonds
Sep 30, 2025
$100,001 - $250,000
After sellingNot countednot a stock
Sell
Aris Water Solutions, Inc. Class A Common Stock
Sep 17, 2025
$15,001 - $50,000
After selling, 6 months−54.3 pointsstock +69.0%, S&P +14.7%
Sell
Aris Water Solutions, Inc. Class A Common Stock
Sep 26, 2025
$15,001 - $50,000
After selling, 6 months−54.3 pointsstock +69.0%, S&P +14.7%
Sell
no ticker
Bay Area Toll Authority, CA, Toll Bridge Revenue Bonds
Sep 30, 2025
$500,001 - $1,000,000
After sellingNot countednot a stock
Buy
Bloom Energy Corporation Class A Common Stock
Sep 26, 2025
$1,001 - $15,000
6 months+94.6%S&P +6.2%
Buy
BridgeBio Pharma, Inc. - Common Stock
Sep 22, 2025
$1,001 - $15,000
6 months+38.8%S&P +6.2%
Buy
no ticker
Bucks County, PA Industrial Development Authority Hospital Rev Bonds
Sep 26, 2025
$250,001 - $500,000
Not countednot a stock
Sell
no ticker
Cajon Valley, CA, Unified School District GO Bonds
Sep 30, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
no ticker
Calaveras County, CA GO Ref. Bonds
Sep 30, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
California State GO Bonds
Sep 30, 2025
$500,001 - $1,000,000
After sellingNot countednot a stock
Sell
Chipotle Mexican Grill, Inc. Common Stock
Sep 12, 2025
$1,001 - $15,000
After selling, 6 months+20.0 pointsstock −13.8%, S&P +6.2%
Sell
ConAgra Brands, Inc. Common Stock
Sep 5, 2025
$1,001 - $15,000
After selling, 6 months+25.6 pointsstock −19.4%, S&P +6.2%
Sell
no ticker
Eastern Municipal Water District Financing Authority, CA, Water & Wastewater Revenue Bonds
Sep 30, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
Flex Ltd. - Ordinary Shares
Sep 12, 2025
$1,001 - $15,000
After selling, 6 months−27.1 pointsstock +33.3%, S&P +6.2%
Sell
Fortive Corporation Common Stock
Sep 12, 2025
$1,001 - $15,000
After selling, 6 months−16.3 pointsstock +22.5%, S&P +6.2%
Sell
Fortive Corporation Common Stock
Sep 30, 2025
$15,001 - $50,000
After selling, 6 months−16.3 pointsstock +22.5%, S&P +6.2%
Sell
Fortive Corporation Common Stock
Sep 22, 2025
$1,001 - $15,000
After selling, 6 months−16.3 pointsstock +22.5%, S&P +6.2%
Sell
no ticker
Gilroy, CA, Unified School District GO Bonds
Sep 30, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
GoDaddy Inc. Class A Common Stock
Sep 22, 2025
$15,001 - $50,000
After selling, 6 months+44.0 pointsstock −37.8%, S&P +6.2%
Sell
GoDaddy Inc. Class A Common Stock
Sep 30, 2025
$1,001 - $15,000
After selling, 6 months+44.0 pointsstock −37.8%, S&P +6.2%
Sell
no ticker
Healdsburg, CA Unified School Dist. GO Bonds
Sep 30, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
Insmed Incorporated - Common Stock
Sep 22, 2025
$1,001 - $15,000
After selling, 6 months+16.7 pointsstock −10.5%, S&P +6.2%
Sell
Kellanova Common Stock
Sep 5, 2025
$1,001 - $15,000
After selling, 1 month+2.4 pointsstock +0.6%, S&P +3.0%
Sell
Kinder Morgan, Inc. Common Stock
Sep 5, 2025
$1,001 - $15,000
After selling, 6 months−12.2 pointsstock +18.4%, S&P +6.2%
Sell
no ticker
Los Angeles County, CA, Met. Transportation Authority Bonds
Sep 30, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
Marsh & McLennan Companies, Inc. Common Stock
Sep 16, 2025
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Buy
Mitsubishi Heavy Industries Ltd Ordinary Shares
Sep 30, 2025
$1,001 - $15,000
6 months+16.8%S&P +6.2%
Sell
Molson Coors Beverage Company Class B Common Stock
Sep 5, 2025
$1,001 - $15,000
After selling, 6 months+7.9 pointsstock −1.7%, S&P +6.2%
Sell
no ticker
Moreno Valley, CA, USD Bonds
Sep 29, 2025
$100,001 - $250,000
After sellingNot countednot a stock
Sell
Northrop Grumman Corporation Common Stock
Sep 5, 2025
$1,001 - $15,000
After selling, 6 months−4.3 pointsstock +10.5%, S&P +6.2%
Sell
no ticker
Oakland, CA GO Bonds
Sep 30, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
Okta, Inc. - Class A Common Stock
Sep 12, 2025
$1,001 - $15,000
After selling, 6 months+31.5 pointsstock −25.3%, S&P +6.2%
Other
Pacific Premier Bancorp Inc - Common Stock
Sep 3, 2025
$1,001 - $15,000
Not countedan exchange, not a purchase or a sale
Sell
no ticker
Puente Basin Water Agency CA Bonds
Sep 29, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
no ticker
San Jacinto CA Uni. School Dist. GO Bonds
Sep 30, 2025
$100,001 - $250,000
After sellingNot countednot a stock
Sell
no ticker
Santa Clara County, CA, Financing Authority Bonds
Sep 30, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
no ticker
Selma, CA, Unified School District Bonds
Sep 30, 2025
$100,001 - $250,000
After sellingNot countednot a stock
Buy
Southwest Airlines Company Common Stock
Sep 5, 2025
$1,001 - $15,000
6 months+31.9%S&P +6.2%
Sell
no ticker
Southwestern Community College Dist. CA, Bonds
Sep 30, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Buy
Super Micro Computer, Inc. - Common Stock
Sep 5, 2025
$1,001 - $15,000
6 months−50.2%S&P +6.2%
Sell
Sysco Corporation Common Stock
Sep 12, 2025
$1,001 - $15,000
After selling, 6 months+10.1 pointsstock −3.9%, S&P +6.2%
Buy
Thermon Group Holdings, Inc. Common Stock
Sep 5, 2025
$1,001 - $15,000
6 months+109.6%S&P +6.2%
Buy
Thermon Group Holdings, Inc. Common Stock
Sep 22, 2025
$1,001 - $15,000
6 months+109.6%S&P +6.2%
Sell
U.S. Bancorp Common Stock
Sep 26, 2025
$1,001 - $15,000
After selling, 6 months−18.3 pointsstock +24.5%, S&P +6.2%
Buy
UnitedHealth Group Incorporated Common Stock
Sep 5, 2025
$1,001 - $15,000
6 months−11.2%S&P +6.2%
Sell
Waste Management, Inc. Common Stock
Sep 26, 2025
$1,001 - $15,000
After selling, 6 months+1.8 pointsstock +4.4%, S&P +6.2%
Buy
Wheaton Precious Metals Corp Common Shares
Sep 12, 2025
$1,001 - $15,000
6 months+35.9%S&P +6.2%
Buy
Workday, Inc. - Class A Common Stock
Sep 22, 2025
$15,001 - $50,000
6 months−47.5%S&P +6.2%
Filed Sep 12, 2025·Trades Jul 8, 2025 to Sep 2, 2025·62 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Adobe Inc. - Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months+28.9 pointsstock −26.8%, S&P +2.1%
Sell
Amdocs Limited - Ordinary Shares
Aug 26, 2025
$1,001 - $15,000
After selling, 6 months+21.9 pointsstock −19.8%, S&P +2.1%
Sell
Amdocs Limited - Ordinary Shares
Aug 27, 2025
$1,001 - $15,000
After selling, 6 months+21.9 pointsstock −19.8%, S&P +2.1%
Sell
Avantor, Inc. Common Stock
Aug 12, 2025
$1,001 - $15,000
After selling, 6 months+39.1 pointsstock −37.0%, S&P +2.1%
Sell
Avantor, Inc. Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+39.1 pointsstock −37.0%, S&P +2.1%
Sell
Berkshire Hathaway Inc. New Common Stock
Aug 6, 2025
$1,001 - $15,000
After selling, 6 months+1.9 pointsstock +0.2%, S&P +2.1%
Buy
C.H. Robinson Worldwide, Inc. - Common Stock
Aug 5, 2025
$1,001 - $15,000
6 months+29.8%S&P +2.1%
Sell
Cadence Design Systems, Inc. - Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months+18.5 pointsstock −16.4%, S&P +2.1%
Sell
Canadian Pacific Kansas City Limited Common Shares
Aug 6, 2025
$1,001 - $15,000
After selling, 6 months−4.5 pointsstock +6.6%, S&P +2.1%
Sell
Chart Industries, Inc.
Sep 2, 2025
$1,001 - $15,000
After selling, 6 months−1.6 pointsstock +3.7%, S&P +2.1%
Sell
Comcast Corporation - Class A Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months+2.4 pointsstock −0.3%, S&P +2.1%
Buy
Commvault Systems, Inc. - Common Stock
Aug 15, 2025
$1,001 - $15,000
6 months−57.7%S&P +2.1%
Sell
Fortive Corporation Common Stock
Aug 26, 2025
$1,001 - $15,000
After selling, 6 months−13.1 pointsstock +15.2%, S&P +2.1%
Sell
General Mills, Inc. Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months+21.0 pointsstock −18.9%, S&P +2.1%
Sell
GoDaddy Inc. Class A Common Stock
Aug 26, 2025
$1,001 - $15,000
After selling, 6 months+43.6 pointsstock −41.5%, S&P +2.1%
Sell
Insmed Incorporated - Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months+1.5 pointsstock +0.6%, S&P +2.1%
Sell
Kinder Morgan, Inc. Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months−22.1 pointsstock +24.2%, S&P +2.1%
Buy
LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests
Aug 6, 2025
$50,001 - $100,000
6 months+50.6%S&P +2.1%
Buy
Lockheed Martin Corporation Common Stock
Aug 5, 2025
$1,001 - $15,000
6 months+36.2%S&P +2.1%
Sell
McKesson Corporation Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months−32.1 pointsstock +34.2%, S&P +2.1%
Sell
MetLife, Inc. Common Stock
Aug 6, 2025
$1,001 - $15,000
After selling, 6 months+14.7 pointsstock −12.6%, S&P +2.1%
Buy
Mitsubishi UFJ Financial Group Inc Ordinary Shares
Aug 8, 2025
$1,001 - $15,000
6 months+10.6%S&P +2.1%
Buy
Molson Coors Beverage Company Class B Common Stock
Aug 5, 2025
$1,001 - $15,000
6 months−9.1%S&P +2.1%
Sell
Mondelez International, Inc. - Class A Common Stock
Aug 6, 2025
$1,001 - $15,000
After selling, 6 months+6.4 pointsstock −4.3%, S&P +2.1%
Buy
Occidental Petroleum Corporation Common Stock
Aug 5, 2025
$1,001 - $15,000
6 months+28.3%S&P +2.1%
Sell
Pfizer, Inc. Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months−16.4 pointsstock +18.5%, S&P +2.1%
Sell
Public Storage Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months+0.1 pointsstock +2.0%, S&P +2.1%
Sell
2000142794Ralliant Corporation Common Stock
Jul 8, 2025
$15,001 - $50,000
After selling, 6 months−2.8 pointsstock +4.9%, S&P +2.1%
Sell
Schlumberger N.V. Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months−32.3 pointsstock +34.4%, S&P +2.1%
Sell
Southwest Airlines Company Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months−29.9 pointsstock +32.0%, S&P +2.1%
Sell
Sterling Infrastructure, Inc. - Common Stock
Aug 15, 2025
$1,001 - $15,000
After selling, 6 months−29.7 pointsstock +31.8%, S&P +2.1%
Buy
Strategy Inc - Variable Rate Series A Perpetual Stretch Preferred Stock
Aug 6, 2025
$15,001 - $50,000
6 months+8.9%S&P +2.1%
Sell
The Cigna Group Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months+12.4 pointsstock −10.3%, S&P +2.1%
Buy
Ultragenyx Pharmaceutical Inc. - Common Stock
Aug 8, 2025
$1,001 - $15,000
6 months−25.5%S&P +2.1%
Sell
United Parcel Service, Inc. Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months−18.0 pointsstock +20.1%, S&P +2.1%
Sell
UnitedHealth Group Incorporated Common Stock
Aug 5, 2025
$15,001 - $50,000
After selling, 6 months+18.2 pointsstock −16.1%, S&P +2.1%
Sell
Valero Energy Corporation Common Stock
Aug 6, 2025
$1,001 - $15,000
After selling, 6 months−49.6 pointsstock +51.7%, S&P +2.1%
Sell
Zoetis Inc. Class A Common Stock
Aug 5, 2025
$1,001 - $15,000
After selling, 6 months+18.3 pointsstock −16.2%, S&P +2.1%
Filed Aug 14, 2025·Trades Jul 1, 2025 to Jul 31, 2025·25 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
no ticker
Alameda County, CA Water District Financing Authority Bonds
Jul 3, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Other
ANSYS, Inc. - Common Stock
Jul 21, 2025
$1,001 - $15,000
Not countedan exchange, not a purchase or a sale
Sell
Avantor, Inc. Common Stock
Jul 23, 2025
$1,001 - $15,000
After selling, 6 months+36.7 pointsstock −30.0%, S&P +6.7%
Sell
Boston Scientific Corporation Common Stock
Jul 31, 2025
$1,001 - $15,000
After selling, 6 months+32.8 pointsstock −26.1%, S&P +6.7%
Sell
Daiichi Sankyo Co Ltd Ordinary Shares
Jul 3, 2025
$1,001 - $15,000
After selling, 6 months+23.4 pointsstock −16.7%, S&P +6.7%
Buy
Gulfport Energy Corporation Common Shares
Jul 7, 2025
$1,001 - $15,000
6 months+16.5%S&P +6.7%
Buy
Gulfport Energy Corporation Common Shares
Jul 18, 2025
$1,001 - $15,000
6 months+16.5%S&P +6.7%
Sell
Insmed Incorporated - Common Stock
Jul 7, 2025
$1,001 - $15,000
After selling, 6 months−11.1 pointsstock +17.8%, S&P +6.7%
Sell
Kellanova Common Stock
Jul 3, 2025
$1,001 - $15,000
After selling, 3 months+0.1 pointsstock +4.6%, S&P +4.7%
Sell
Magnolia Oil & Gas Corporation Class A Common Stock
Jul 7, 2025
$1,001 - $15,000
After selling, 6 months−4.9 pointsstock +11.6%, S&P +6.7%
Sell
Medpace Holdings, Inc. - Common Stock
Jul 24, 2025
$1,001 - $15,000
After selling, 6 months+13.2 pointsstock −6.5%, S&P +6.7%
Sell
Ralliant Corporation Common Stock
Jul 9, 2025
$15,001 - $50,000
After selling, 6 months+4.2 pointsstock +2.5%, S&P +6.7%
Sell
Rio Tinto Plc Common Stock
Jul 3, 2025
$1,001 - $15,000
After selling, 6 months−51.5 pointsstock +58.2%, S&P +6.7%
Buy
Robinhood Markets, Inc. - Class A Common Stock
Jul 9, 2025
$1,001 - $15,000
6 months−33.9%S&P +6.7%
Sell
no ticker
San Diego, CA Unified School District GO Bonds
Jul 1, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Buy
Southwest Airlines Company Common Stock
Jul 3, 2025
$1,001 - $15,000
6 months+74.0%S&P +6.7%
Buy
Ultragenyx Pharmaceutical Inc. - Common Stock
Jul 15, 2025
$1,001 - $15,000
6 months−32.0%S&P +6.7%
Sell
W.R. Berkley Corporation Common Stock
Jul 31, 2025
$1,001 - $15,000
After selling, 6 months+4.6 pointsstock +2.1%, S&P +6.7%
Filed Jul 10, 2025·Trades Jun 11, 2025 to Jul 1, 2025·27 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Amdocs Limited - Ordinary Shares
Jun 30, 2025
$1,001 - $15,000
After selling, 6 months+16.1 pointsstock −4.2%, S&P +11.9%
Buy
Applovin Corporation - Class A Common Stock
Jul 1, 2025
$1,001 - $15,000
6 months+93.3%S&P +11.9%
Sell
ASML Holding N.V. - New York Registry Shares
Jun 27, 2025
$1,001 - $15,000
After selling, 6 months−47.6 pointsstock +59.5%, S&P +11.9%
Sell
Boot Barn Holdings, Inc. Common Stock
Jun 16, 2025
$1,001 - $15,000
After selling, 6 months−2.5 pointsstock +14.4%, S&P +11.9%
Sell
Boston Scientific Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months+17.3 pointsstock −5.4%, S&P +11.9%
Sell
Boston Scientific Corporation Common Stock
Jun 26, 2025
$1,001 - $15,000
After selling, 6 months+17.3 pointsstock −5.4%, S&P +11.9%
Sell
Chart Industries, Inc.
Jun 16, 2025
$1,001 - $15,000
After selling, 6 months−11.2 pointsstock +23.1%, S&P +11.9%
Sell
GoDaddy Inc. Class A Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months+44.3 pointsstock −32.4%, S&P +11.9%
Sell
HealthEquity, Inc. - Common Stock
Jun 16, 2025
$1,001 - $15,000
After selling, 6 months+12.3 pointsstock −0.4%, S&P +11.9%
Sell
Liberty Media Corporation - Series C Liberty Formula One Common Stock
Jun 26, 2025
$1,001 - $15,000
After selling, 6 months+24.5 pointsstock −12.6%, S&P +11.9%
Sell
NextEra Energy, Inc. Common Stock
Jun 25, 2025
$1,001 - $15,000
After selling, 6 months+2.9 pointsstock +9.0%, S&P +11.9%
Buy
NXP Semiconductors N.V. - Common Stock
Jun 25, 2025
$1,001 - $15,000
6 months+6.3%S&P +11.9%
Sell
Pacific Premier Bancorp Inc - Common Stock
Jun 16, 2025
$1,001 - $15,000
After selling, 1 month+2.8 pointsstock −0.8%, S&P +2.0%
Sell
RBC Bearings Incorporated Common Stock
Jun 16, 2025
$1,001 - $15,000
After selling, 6 months−16.9 pointsstock +28.8%, S&P +11.9%
Buy
Seacoast Banking Corporation of Florida - Common Stock
Jun 16, 2025
$1,001 - $15,000
6 months+13.0%S&P +11.9%
Sell
SpringWorks Therapeutics, Inc. - common stock
Jul 1, 2025
$15,001 - $50,000
After sellingNot yettoo few closes after it became public
Sell
Willis Towers Watson Public Limited Company - Ordinary Shares
Jun 26, 2025
$1,001 - $15,000
After selling, 6 months+3.8 pointsstock +8.1%, S&P +11.9%
Filed Jun 6, 2025·Trades May 6, 2025 to May 30, 2025·47 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Boston Scientific Corporation Common Stock
May 13, 2025
$1,001 - $15,000
After selling, 6 months+20.9 pointsstock −6.2%, S&P +14.7%
Sell
Centene Corporation Common Stock
May 30, 2025
$1,001 - $15,000
After selling, 6 months+46.8 pointsstock −32.1%, S&P +14.7%
Sell
ConAgra Brands, Inc. Common Stock
May 30, 2025
$1,001 - $15,000
After selling, 6 months+35.3 pointsstock −20.6%, S&P +14.7%
Sell
ConocoPhillips Common Stock
May 30, 2025
$1,001 - $15,000
After selling, 6 months+7.3 pointsstock +7.4%, S&P +14.7%
Sell
Elevance Health, Inc. Common Stock
May 30, 2025
$1,001 - $15,000
After selling, 6 months+28.5 pointsstock −13.8%, S&P +14.7%
Sell
Eli Lilly and Company Common Stock
May 30, 2025
$1,001 - $15,000
After selling, 6 months−14.7 pointsstock +29.4%, S&P +14.7%
Sell
Endava plc American Depositary Shares
May 16, 2025
$1,001 - $15,000
After selling, 6 months+75.5 pointsstock −60.8%, S&P +14.7%
Buy
First Watch Restaurant Group, Inc. - Common Stock
May 15, 2025
$1,001 - $15,000
6 months+6.4%S&P +14.7%
Sell
GoDaddy Inc. Class A Common Stock
May 13, 2025
$1,001 - $15,000
After selling, 6 months+43.8 pointsstock −29.1%, S&P +14.7%
Sell
GoDaddy Inc. Class A Common Stock
May 28, 2025
$1,001 - $15,000
After selling, 6 months+43.8 pointsstock −29.1%, S&P +14.7%
Sell
Hilton Worldwide Holdings Inc. Common Stock
May 7, 2025
$1,001 - $15,000
After selling, 6 months+7.5 pointsstock +7.2%, S&P +14.7%
Sell
Humana Inc. Common Stock
May 30, 2025
$1,001 - $15,000
After selling, 6 months+3.9 pointsstock +10.8%, S&P +14.7%
Sell
ICU Medical, Inc. - Common Stock
May 6, 2025
$1,001 - $15,000
After selling, 6 months+9.2 pointsstock +5.5%, S&P +14.7%
Buy
L3Harris Technologies, Inc. Common Stock
May 30, 2025
$1,001 - $15,000
6 months+15.8%S&P +14.7%
Buy
Lennar Corporation Class A Common Stock
May 30, 2025
$1,001 - $15,000
6 months+10.3%S&P +14.7%
Sell
Liberty Media Corporation - Series C Liberty Formula One Common Stock
May 28, 2025
$1,001 - $15,000
After selling, 6 months+22.0 pointsstock −7.3%, S&P +14.7%
Sell
Lockheed Martin Corporation Common Stock
May 30, 2025
$1,001 - $15,000
After selling, 6 months+16.4 pointsstock −1.7%, S&P +14.7%
Sell
Merck & Company, Inc. Common Stock
May 30, 2025
$1,001 - $15,000
After selling, 6 months−12.5 pointsstock +27.2%, S&P +14.7%
Buy
Minerals Technologies Inc. Common Stock
May 6, 2025
$1,001 - $15,000
6 months−1.5%S&P +14.7%
Sell
Molina Healthcare Inc Common Stock
May 30, 2025
$1,001 - $15,000
After selling, 6 months+62.3 pointsstock −47.6%, S&P +14.7%
Buy
Northrop Grumman Corporation Common Stock
May 30, 2025
$1,001 - $15,000
6 months+13.6%S&P +14.7%
Sell
O'Reilly Automotive, Inc. - Common Stock
May 30, 2025
$1,001 - $15,000
After selling, 6 months+5.5 pointsstock +9.2%, S&P +14.7%
Sell
Prologis, Inc. Common Stock
May 29, 2025
$1,001 - $15,000
After selling, 6 months−3.7 pointsstock +18.4%, S&P +14.7%
Sell
Resona Holdings Inc Osaka Ordinary Shares
May 9, 2025
$1,001 - $15,000
After selling, 6 months+6.8 pointsstock +7.9%, S&P +14.7%
Sell
Silicon Laboratories, Inc. - Common Stock
May 6, 2025
$1,001 - $15,000
After selling, 6 months+11.5 pointsstock +3.2%, S&P +14.7%
Buy
Solaris Energy Infrastructure, Inc. Class A Common Stock
May 6, 2025
$1,001 - $15,000
6 months+84.9%S&P +14.7%
Sell
Sumitomo Mitsui Financial Group Inc Ordinary Shares
May 27, 2025
$1,001 - $15,000
After selling, 6 months−8.3 pointsstock +23.0%, S&P +14.7%
Buy
U.S. Physical Therapy, Inc. Common Stock
May 20, 2025
$1,001 - $15,000
6 months−3.0%S&P +14.7%
Buy
UnitedHealth Group Incorporated Common Stock
May 30, 2025
$1,001 - $15,000
6 months+8.9%S&P +14.7%
Sell
Yum! Brands, Inc.
May 30, 2025
$1,001 - $15,000
After selling, 6 months+14.2 pointsstock +0.5%, S&P +14.7%
Filed May 6, 2025·Trades Apr 3, 2025 to May 2, 2025·50 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Agios Pharmaceuticals, Inc. - Common Stock
Apr 17, 2025
$1,001 - $15,000
6 months+43.6%S&P +21.4%
Buy
Alkami Technology, Inc. - Common Stock
Apr 17, 2025
$1,001 - $15,000
6 months−31.8%S&P +21.4%
Buy
Alkami Technology, Inc. - Common Stock
Apr 30, 2025
$1,001 - $15,000
6 months−31.8%S&P +21.4%
Sell
Amazon.com, Inc. - Common Stock
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months−11.2 pointsstock +32.6%, S&P +21.4%
Buy
Aris Water Solutions, Inc. Class A Common Stock
Apr 8, 2025
$50,001 - $100,000
6 months+74.7%S&P +21.4%
Sell
Boston Scientific Corporation Common Stock
Apr 28, 2025
$1,001 - $15,000
After selling, 6 months+27.0 pointsstock −5.6%, S&P +21.4%
Sell
CACI International, Inc. Class A Common Stock
Apr 8, 2025
$15,001 - $50,000
After selling, 6 months−2.7 pointsstock +24.1%, S&P +21.4%
Sell
Canadian Pacific Kansas City Limited Common Shares
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months+25.7 pointsstock −4.3%, S&P +21.4%
Sell
Capri Holdings Limited Ordinary Shares
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months−19.5 pointsstock +40.9%, S&P +21.4%
Sell
ChampionX Corporation
Apr 9, 2025
$1,001 - $15,000
After selling, 1 month+4.5 pointsstock +2.3%, S&P +6.8%
Buy
Crinetics Pharmaceuticals, Inc. - Common Stock
Apr 17, 2025
$1,001 - $15,000
6 months+35.5%S&P +21.4%
Sell
Dow Inc. Common Stock
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months+38.2 pointsstock −16.8%, S&P +21.4%
Sell
DXC Technology Company Common Stock
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months+32.1 pointsstock −10.7%, S&P +21.4%
Buy
Ferguson Enterprises Inc. Common Stock
Apr 14, 2025
$1,001 - $15,000
6 months+49.2%S&P +21.4%
Sell
Flywire Corporation - Voting Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months−6.9 pointsstock +28.3%, S&P +21.4%
Sell
Humana Inc. Common Stock
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months+16.0 pointsstock +5.4%, S&P +21.4%
Sell
Intra-Cellular Therapies Inc.
Apr 3, 2025
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Sell
Johnson & Johnson Common Stock
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months+1.3 pointsstock +20.1%, S&P +21.4%
Buy
Lockheed Martin Corporation Common Stock
Apr 29, 2025
$1,001 - $15,000
6 months+1.8%S&P +21.4%
Buy
Microsoft Corporation - Common Stock
Apr 29, 2025
$15,001 - $50,000
6 months+17.4%S&P +21.4%
Buy
O'Reilly Automotive, Inc. - Common Stock
Apr 29, 2025
$1,001 - $15,000
6 months+3.3%S&P +21.4%
Sell
Sarepta Therapeutics, Inc. - Common Stock
Apr 14, 2025
$1,001 - $15,000
After selling, 6 months+70.6 pointsstock −49.2%, S&P +21.4%
Sell
Silicon Laboratories, Inc. - Common Stock
Apr 14, 2025
$1,001 - $15,000
After selling, 6 months+2.2 pointsstock +19.2%, S&P +21.4%
Buy
Sphere Entertainment Co. Class A Common Stock
Apr 4, 2025
$15,001 - $50,000
6 months+146.6%S&P +21.4%
Buy
Sphere Entertainment Co. Class A Common Stock
Apr 8, 2025
$1,001 - $15,000
6 months+146.6%S&P +21.4%
Sell
Tencent Music Entertainment Group American Depositary Shares, each representing two Class A Ordinary Shares
Apr 8, 2025
$1,001 - $15,000
After selling, 6 months−36.1 pointsstock +57.5%, S&P +21.4%
Sell
United Parcel Service, Inc. Common Stock
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months+19.0 pointsstock +2.4%, S&P +21.4%
Sell
UnitedHealth Group Incorporated Common Stock
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months+36.5 pointsstock −15.1%, S&P +21.4%
Sell
W.R. Berkley Corporation Common Stock
Apr 7, 2025
$1,001 - $15,000
After selling, 6 months+18.2 pointsstock +3.2%, S&P +21.4%
Sell
W.R. Berkley Corporation Common Stock
Apr 14, 2025
$1,001 - $15,000
After selling, 6 months+18.2 pointsstock +3.2%, S&P +21.4%
Sell
W.R. Berkley Corporation Common Stock
Apr 28, 2025
$1,001 - $15,000
After selling, 6 months+18.2 pointsstock +3.2%, S&P +21.4%
Buy
Willis Towers Watson Public Limited Company - Ordinary Shares
Apr 7, 2025
$1,001 - $15,000
6 months+6.2%S&P +21.4%
Sell
Zions Bancorporation N.A. - Common Stock
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months+5.1 pointsstock +16.3%, S&P +21.4%
Filed Apr 7, 2025·Trades Mar 4, 2025 to Apr 1, 2025·38 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
ALIMENTATION COUCHE-TARD
Mar 7, 2025
$1,001 - $15,000
After selling, 6 months+28.1 pointsstock +8.3%, S&P +36.4%
Buy
no ticker
Antioch, CA, Unified School District GO Bonds
Mar 24, 2025
$250,001 - $500,000
Not countednot a stock
Buy
ASML Holding N.V. - New York Registry Shares
Mar 17, 2025
$1,001 - $15,000
6 months+67.3%S&P +36.4%
Buy
no ticker
Audent Hospitality Real Estate Fund I L.P.
Mar 26, 2025
$1,000,001 - $5,000,000
Not countednot a stock
Sell
Boston Scientific Corporation Common Stock
Mar 17, 2025
$1,001 - $15,000
After selling, 6 months+29.6 pointsstock +6.8%, S&P +36.4%
Sell
Centene Corporation Common Stock
Mar 31, 2025
$1,001 - $15,000
After selling, 6 months+74.8 pointsstock −38.4%, S&P +36.4%
Buy
Ferguson Enterprises Inc. Common Stock
Mar 17, 2025
$15,001 - $50,000
6 months+59.9%S&P +36.4%
Sell
GoDaddy Inc. Class A Common Stock
Apr 1, 2025
$15,001 - $50,000
After selling, 6 months+52.9 pointsstock −16.5%, S&P +36.4%
Sell
Halozyme Therapeutics, Inc. - Common Stock
Mar 24, 2025
$1,001 - $15,000
After selling, 6 months+23.1 pointsstock +13.3%, S&P +36.4%
Sell
Henry Schein, Inc. - Common Stock
Mar 31, 2025
$1,001 - $15,000
After selling, 6 months+33.2 pointsstock +3.2%, S&P +36.4%
Sell
Hologic, Inc. - Common Stock
Mar 31, 2025
$1,001 - $15,000
After selling, 6 months+19.5 pointsstock +16.9%, S&P +36.4%
Sell
Intra-Cellular Therapies Inc.
Mar 24, 2025
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Sell
Labcorp Holdings Inc. Common Stock
Mar 31, 2025
$1,001 - $15,000
After selling, 6 months+8.2 pointsstock +28.2%, S&P +36.4%
Sell
Merck & Company, Inc. Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months+24.8 pointsstock +11.6%, S&P +36.4%
Sell
Microsoft Corporation - Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months−12.1 pointsstock +48.5%, S&P +36.4%
Buy
Palantir Technologies Inc. - Class A Common Stock
Mar 31, 2025
$1,001 - $15,000
6 months+137.4%S&P +36.4%
Sell
Palo Alto Networks, Inc.
Mar 18, 2025
$1,001 - $15,000
After selling, 6 months−6.4 pointsstock +42.8%, S&P +36.4%
Sell
Palo Alto Networks, Inc.
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−6.4 pointsstock +42.8%, S&P +36.4%
Buy
PAR Technology Corporation Common Stock
Mar 13, 2025
$1,001 - $15,000
6 months−26.7%S&P +36.4%
Sell
Pfizer, Inc. Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months+14.5 pointsstock +21.9%, S&P +36.4%
Sell
Quanta Services, Inc. Common Stock
Mar 14, 2025
$1,001 - $15,000
After selling, 6 months−44.7 pointsstock +81.1%, S&P +36.4%
Buy
Supernus Pharmaceuticals, Inc. - Common Stock
Mar 24, 2025
$1,001 - $15,000
6 months+56.7%S&P +36.4%
Buy
Tandem Diabetes Care, Inc. - Common Stock
Mar 4, 2025
$1,001 - $15,000
6 months−6.3%S&P +36.4%
Buy
Tencent Holdings Limited Ordinary Shares
Mar 20, 2025
$1,001 - $15,000
6 months+64.6%S&P +36.4%
Sell
Tesla, Inc. - Common Stock
Mar 31, 2025
$1,001 - $15,000
After selling, 6 months−61.3 pointsstock +97.7%, S&P +36.4%
Buy
UnitedHealth Group Incorporated Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months−32.2%S&P +36.4%
Sell
Viatris Inc. - Common Stock
Mar 31, 2025
$1,001 - $15,000
After selling, 6 months−2.6 pointsstock +39.0%, S&P +36.4%
Sell
W.R. Berkley Corporation Common Stock
Mar 17, 2025
$1,001 - $15,000
After selling, 6 months+16.1 pointsstock +20.3%, S&P +36.4%
Sell
W.R. Berkley Corporation Common Stock
Apr 1, 2025
$1,001 - $15,000
After selling, 6 months+16.1 pointsstock +20.3%, S&P +36.4%
Sell
Wynn Resorts, Limited - Common Stock
Mar 31, 2025
$1,001 - $15,000
After selling, 6 months−48.4 pointsstock +84.8%, S&P +36.4%
Filed Mar 6, 2025·Trades Feb 10, 2025 to Mar 3, 2025·28 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Akamai Technologies, Inc. - Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months+23.2 pointsstock −9.9%, S&P +13.3%
Sell
Align Technology, Inc. - Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months+34.5 pointsstock −21.2%, S&P +13.3%
Buy
no ticker
Anaheim CA Elementary School District GO Bonds
Feb 10, 2025
$100,001 - $250,000
Not countednot a stock
Sell
ANSYS, Inc. - Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months+0.5 pointsstock +15.0%, S&P +15.5%
Sell
Boston Scientific Corporation Common Stock
Feb 24, 2025
$1,001 - $15,000
After selling, 6 months+4.2 pointsstock +9.1%, S&P +13.3%
Sell
Cadence Design Systems, Inc. - Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months−35.0 pointsstock +48.3%, S&P +13.3%
Sell
Chipotle Mexican Grill, Inc. Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months+34.4 pointsstock −21.1%, S&P +13.3%
Sell
Danaher Corporation Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months+19.3 pointsstock −6.0%, S&P +13.3%
Buy
Dollar General Corporation Common Stock
Feb 26, 2025
$1,001 - $15,000
6 months+34.4%S&P +13.3%
Buy
no ticker
El Camino CA Community College District GO Bonds
Feb 19, 2025
$250,001 - $500,000
Not countednot a stock
Buy
Enerpac Tool Group Corp. Common Stock
Feb 26, 2025
$1,001 - $15,000
6 months−7.3%S&P +13.3%
Sell
Ford Motor Company Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months−8.1 pointsstock +21.4%, S&P +13.3%
Sell
General Motors Company Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months−10.1 pointsstock +23.4%, S&P +13.3%
Buy
Hillman Solutions Corp. - Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+4.6%S&P +13.3%
Sell
ICF International, Inc. - Common Stock
Feb 20, 2025
$1,001 - $15,000
After selling, 6 months−0.1 pointsstock +13.4%, S&P +13.3%
Buy
Microsoft Corporation - Common Stock
Feb 26, 2025
$15,001 - $50,000
6 months+27.1%S&P +13.3%
Sell
Pacific Gas & Electric Co. Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months+21.8 pointsstock −8.5%, S&P +13.3%
Sell
Southwest Airlines Company Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months+2.8 pointsstock +10.5%, S&P +13.3%
Buy
Sterling Infrastructure, Inc. - Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+143.0%S&P +13.3%
Buy
Uber Technologies, Inc. Common Stock
Feb 26, 2025
$1,001 - $15,000
6 months+23.7%S&P +13.3%
Sell
UnitedHealth Group Incorporated Common Stock
Feb 26, 2025
$15,001 - $50,000
After selling, 6 months+47.7 pointsstock −34.4%, S&P +13.3%
Sell
Walgreens Boots Alliance, Inc. - Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 3 months+5.5 pointsstock −1.2%, S&P +4.3%
Buy
Willis Towers Watson Public Limited Company - Ordinary Shares
Feb 24, 2025
$1,001 - $15,000
6 months+1.0%S&P +13.3%
Buy
Wynn Resorts, Limited - Common Stock
Feb 26, 2025
$1,001 - $15,000
6 months+38.9%S&P +13.3%
Filed Feb 11, 2025·Trades Jan 7, 2025 to Feb 3, 2025·54 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Agios Pharmaceuticals, Inc. - Common Stock
Jan 29, 2025
$1,001 - $15,000
6 months+11.8%S&P +7.5%
Sell
Airbnb, Inc. - Class A Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months+18.8 pointsstock −11.3%, S&P +7.5%
Sell
Boeing Company
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−17.7 pointsstock +25.2%, S&P +7.5%
Sell
Broadcom Inc. - Common Stock
Jan 30, 2025
$1,001 - $15,000
After selling, 6 months−24.9 pointsstock +32.4%, S&P +7.5%
Buy
CACI International, Inc. Class A Common Stock
Jan 31, 2025
$15,001 - $50,000
6 months+37.9%S&P +7.5%
Buy
Constellation Brands, Inc. Common Stock
Jan 13, 2025
$1,001 - $15,000
Not countednot a stock
Buy
Crinetics Pharmaceuticals, Inc. - Common Stock
Jan 29, 2025
$1,001 - $15,000
6 months−15.7%S&P +7.5%
Sell
DENTSPLY SIRONA Inc. - Common Stock
Jan 7, 2025
$1,001 - $15,000
After selling, 6 months+30.4 pointsstock −22.9%, S&P +7.5%
Sell
DENTSPLY SIRONA Inc. - Common Stock
Jan 8, 2025
$1,001 - $15,000
After selling, 6 months+30.4 pointsstock −22.9%, S&P +7.5%
Sell
Dollar General Corporation Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−49.8 pointsstock +57.3%, S&P +7.5%
Sell
Dominion Energy, Inc. Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−4.5 pointsstock +12.0%, S&P +7.5%
Sell
Edison International Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−2.3 pointsstock +9.8%, S&P +7.5%
Buy
Ferguson Enterprises Inc. Common Stock
Jan 7, 2025
$1,001 - $15,000
6 months+27.2%S&P +7.5%
Sell
GoDaddy Inc. Class A Common Stock
Jan 7, 2025
$1,001 - $15,000
After selling, 6 months+38.3 pointsstock −30.8%, S&P +7.5%
Buy
Hawaiian Electric Industries, Inc. Common Stock
Jan 31, 2025
$50,001 - $100,000
6 months+4.8%S&P +7.5%
Sell
ICF International, Inc. - Common Stock
Feb 3, 2025
$1,001 - $15,000
After selling, 6 months+16.9 pointsstock −9.4%, S&P +7.5%
Sell
Intapp, Inc. - Common Stock
Jan 22, 2025
$1,001 - $15,000
After selling, 6 months+49.3 pointsstock −41.8%, S&P +7.5%
Buy
Intuitive Surgical, Inc. - Common Stock
Jan 30, 2025
$1,001 - $15,000
6 months−19.1%S&P +7.5%
Sell
Johnson & Johnson Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−6.9 pointsstock +14.4%, S&P +7.5%
Sell
KLA Corporation - Common Stock
Jan 13, 2025
$1,001 - $15,000
After selling, 6 months−20.4 pointsstock +27.9%, S&P +7.5%
Sell
Lam Research Corporation - Common Stock
Jan 28, 2025
$15,001 - $50,000
After selling, 6 months−24.9 pointsstock +32.4%, S&P +7.5%
Buy
Lantheus Holdings, Inc. - Common Stock
Jan 28, 2025
$1,001 - $15,000
6 months−33.7%S&P +7.5%
Buy
Lantheus Holdings, Inc. - Common Stock
Jan 13, 2025
$1,001 - $15,000
6 months−33.7%S&P +7.5%
Buy
Lantheus Holdings, Inc. - Common Stock
Jan 7, 2025
$1,001 - $15,000
6 months−33.7%S&P +7.5%
Buy
Lantheus Holdings, Inc. - Common Stock
Jan 8, 2025
$1,001 - $15,000
6 months−33.7%S&P +7.5%
Sell
McKesson Corporation Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−6.0 pointsstock +13.5%, S&P +7.5%
Sell
Merck & Company, Inc. Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months+9.1 pointsstock −1.6%, S&P +7.5%
Sell
Mondelez International, Inc. - Class A Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months+4.7 pointsstock +2.8%, S&P +7.5%
Sell
Pacific Gas & Electric Co. Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months+11.7 pointsstock −4.2%, S&P +7.5%
Buy
Palantir Technologies Inc. - Class A Common Stock
Jan 24, 2025
$1,001 - $15,000
6 months+54.2%S&P +7.5%
Buy
PAR Technology Corporation Common Stock
Jan 22, 2025
$1,001 - $15,000
6 months−23.3%S&P +7.5%
Sell
Pfizer, Inc. Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months+5.3 pointsstock +2.2%, S&P +7.5%
Buy
Southwest Airlines Company Common Stock
Jan 24, 2025
$1,001 - $15,000
6 months+4.0%S&P +7.5%
Buy
SpringWorks Therapeutics, Inc. - common stock
Jan 29, 2025
$1,001 - $15,000
3 months−22.0%S&P −2.3%
Sell
TENCENT HLDIGS LTD
Jan 9, 2025
$1,001 - $15,000
After selling, 6 months−22.7 pointsstock +30.2%, S&P +7.5%
Sell
The Cigna Group Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months+7.3 pointsstock +0.2%, S&P +7.5%
Sell
The J.M. Smucker Company Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−1.9 pointsstock +9.4%, S&P +7.5%
Buy
U.S. Physical Therapy, Inc. Common Stock
Jan 29, 2025
$1,001 - $15,000
6 months+2.3%S&P +7.5%
Sell
no ticker
U.S. Treasury Bills
Jan 31, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Buy
UnitedHealth Group Incorporated Common Stock
Jan 24, 2025
$15,001 - $50,000
6 months−47.9%S&P +7.5%
Sell
Westinghouse Air Brake Technologies Corporation Common Stock
Jan 13, 2025
$15,001 - $50,000
After selling, 6 months+6.2 pointsstock +1.3%, S&P +7.5%
Sell
Westinghouse Air Brake Technologies Corporation Common Stock
Jan 7, 2025
$1,001 - $15,000
After selling, 6 months+6.2 pointsstock +1.3%, S&P +7.5%
Buy
Willis Towers Watson Public Limited Company - Ordinary Shares
Jan 28, 2025
$1,001 - $15,000
6 months+4.1%S&P +7.5%
Buy
Willis Towers Watson Public Limited Company - Ordinary Shares
Jan 13, 2025
$15,001 - $50,000
6 months+4.1%S&P +7.5%
"Public" is the day the report appeared on the index it was filed on. It is left out for reports we caught up on later, where we did not see the day it was posted.
Portrait: the official House photo, a United States government work.