Josh Gottheimer
House
Committee on Financial ServicesPermanent Select Committee on Intelligence
Alert me on this person
−0.5%
Return per decision, 1 monthS&P −0.9%
That is +0.4 points vs the S&P
+7.8%
Return per decision, 3 monthsS&P +4.4%
That is +3.4 points vs the S&P
+11.5%
Return per decision, 6 monthsS&P +12.2%
That is −0.7 points vs the S&P
Record
Same numbers as the leaderboard
137
Decisions
96
Companies
−0.5%
Return
−0.9%
S&P same days
+0.4
vs S&P
48%
Up
+0.3
After selling, 305 sales
128
Decisions
90
Companies
+7.8%
Return
+4.4%
S&P same days
+3.4
vs S&P
66%
Up
+1.2
After selling, 300 sales
113
Decisions
80
Companies
+11.5%
Return
+12.2%
S&P same days
−0.7
vs S&P
66%
Up
+2.4
After selling, 270 sales
Returns are per decision, equal weight, measured from the day the report became public to the set point the window names. 169 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 ClerkFinancial ServicesBanks, lenders, insurers, brokers, exchanges and payment companies
Permanent Select Committee on Intelligence
78 of 557 reported trades are in industries these committees oversee.How this is decided
Reports
22 reports · 557 trades · newest first
Filed Oct 7·Public Oct 8·Trades Sep 15 to Sep 25·2 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Applied Materials, Inc. - Common Stock
Sep 15
$1,001 - $15,000
After selling, 1 week+15.3 pointsstock −15.6%, S&P −0.3%
Sell
McDonald's Corporation Common Stock
Sep 25
$1,001 - $15,000
After selling, 1 week−2.7 pointsstock +2.4%, S&P −0.3%
Filed Sep 14·Public Sep 15·Trades Aug 6 to Aug 14·6 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Microsoft Corporation - Common Stock
Aug 14
$250,001 - $500,000
After sellingNot countednot a stock
Sell
Microsoft Corporation - Common Stock
Aug 14
$500,001 - $1,000,000
After sellingNot countednot a stock
Buy
Restaurant Brands International Inc. Common Shares
Aug 6
$1,001 - $15,000
1 month−3.2%S&P +1.9%
Filed Aug 10·Public Sep 8·Trades Jul 14 to Jul 24·13 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock
Jul 24
$1,001 - $15,000
1 month−3.2%S&P −1.7%
Buy
representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock
Jul 23
$1,001 - $15,000
1 month−3.2%S&P −1.7%
Buy
representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock
Jul 24
$1,001 - $15,000
1 month−3.2%S&P −1.7%
Buy
CrowdStrike Holdings, Inc. - Class A Common Stock
Jul 15
$1,001 - $15,000
1 month−5.9%S&P −1.7%
Sell
Crown Castle Inc. Common Stock
Jul 23
$1,001 - $15,000
After selling, 1 month−2.0 pointsstock +0.3%, S&P −1.7%
Sell
Fabrinet Ordinary Shares
Jul 14
$1,001 - $15,000
After selling, 1 month+21.5 pointsstock −23.2%, S&P −1.7%
Sell
International Business Machines Corporation Common Stock
Jul 15
$1,001 - $15,000
After selling, 1 month+0.1 pointsstock −1.8%, S&P −1.7%
Sell
International Business Machines Corporation Common Stock
Jul 16
$1,001 - $15,000
After selling, 1 month+0.1 pointsstock −1.8%, S&P −1.7%
Buy
NICE Ltd - American Depositary Shares each representing one Ordinary Share
Jul 20
$1,001 - $15,000
1 month−3.4%S&P −1.7%
Filed Jul 7·Trades Jun 1 to Jun 17·7 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Agree Realty Corporation Common Stock
Jun 1
$1,001 - $15,000
After selling, 3 months+19.4 pointsstock −14.6%, S&P +4.8%
Sell
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Jun 1
$1,001 - $15,000
After selling, 3 months+4.5 pointsstock +0.3%, S&P +4.8%
Sell
Booking Holdings Inc. - Common Stock
Jun 1
$1,001 - $15,000
After selling, 3 months+14.1 pointsstock −9.3%, S&P +4.8%
Sell
Insmed Incorporated - Common Stock
Jun 10
$1,001 - $15,000
After selling, 3 months+14.5 pointsstock −9.7%, S&P +4.8%
Sell
NESTLE S.A S/ADR
Jun 1
$1,001 - $15,000
After selling, 3 months+17.7 pointsstock −12.9%, S&P +4.8%
Sell
Nintendo Co Ltd ADR
Jun 17
$1,001 - $15,000
After selling, 3 months−9.0 pointsstock +13.8%, S&P +4.8%
Sell
NOVONESIS B UNSP/ADR
Jun 1
$1,001 - $15,000
After selling, 3 months+2.9 pointsstock +1.9%, S&P +4.8%
Filed Jun 3·Trades May 1 to May 27·20 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Abbott Laboratories Common Stock
May 27
$1,001 - $15,000
After selling, 3 months−18.3 pointsstock +20.7%, S&P +2.4%
Sell
AbbVie Inc. Common Stock
May 5
$1,001 - $15,000
After selling, 3 months−14.1 pointsstock +16.5%, S&P +2.4%
Sell
Berkshire Hathaway Inc. New Common Stock
May 4
$1,001 - $15,000
After selling, 3 months−3.8 pointsstock +6.2%, S&P +2.4%
Sell
Berkshire Hathaway Inc. New Common Stock
May 4
$1,001 - $15,000
After selling, 3 months−3.8 pointsstock +6.2%, S&P +2.4%
Sell
Intuit Inc. - Common Stock
May 22
$1,001 - $15,000
After selling, 3 months−12.1 pointsstock +14.5%, S&P +2.4%
Sell
Microsoft Corporation - Common Stock
May 19
$250,001 - $500,000
After sellingNot countednot a stock
Sell
Microsoft Corporation - Common Stock
May 19
$500,001 - $1,000,000
After sellingNot countednot a stock
Sell
NESTLE S.A S/ADR
May 14
$1,001 - $15,000
After selling, 3 months+3.0 pointsstock −0.6%, S&P +2.4%
Sell
NESTLE S.A S/ADR
May 5
$1,001 - $15,000
After selling, 3 months+3.0 pointsstock −0.6%, S&P +2.4%
Buy
Sandisk Corporation - Common Stock When-Issued
May 7
$1,001 - $15,000
3 months−11.6%S&P +2.4%
Filed May 19·Trades Apr 6 to Apr 28·25 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
3M Company Common Stock
Apr 28
$1,001 - $15,000
After selling, 3 months−16.4 pointsstock +19.5%, S&P +3.1%
Sell
Ally Financial Inc. Common Stock
Apr 9
$1,001 - $15,000
After selling, 3 months+3.2 pointsstock −0.1%, S&P +3.1%
Sell
Darden Restaurants, Inc. Common Stock
Apr 9
$15,001 - $50,000
After selling, 3 months−8.3 pointsstock +11.4%, S&P +3.1%
Sell
Dollar Tree, Inc. - Common Stock
Apr 9
$1,001 - $15,000
After selling, 3 months−34.3 pointsstock +37.4%, S&P +3.1%
Buy
First Watch Restaurant Group, Inc. - Common Stock
Apr 6
$1,001 - $15,000
3 months+15.1%S&P +3.1%
Sell
Ford Motor Company Common Stock
Apr 9
$15,001 - $50,000
After selling, 3 months−3.9 pointsstock +7.0%, S&P +3.1%
Sell
Goldman Sachs Group, Inc.
Apr 9
$15,001 - $50,000
After selling, 3 months+0.6 pointsstock +2.5%, S&P +3.1%
Sell
HDFC Bank Limited Common Stock
Apr 13
$1,001 - $15,000
After selling, 3 months+5.1 pointsstock −2.0%, S&P +3.1%
Sell
Home Depot, Inc.
Apr 9
$15,001 - $50,000
After selling, 3 months−5.4 pointsstock +8.5%, S&P +3.1%
Sell
International Business Machines Corporation Common Stock
Apr 24
$1,001 - $15,000
After selling, 3 months−1.5 pointsstock +4.6%, S&P +3.1%
Sell
MarketAxess Holdings, Inc. - Common Stock
Apr 9
$1,001 - $15,000
After selling, 3 months−15.0 pointsstock +18.1%, S&P +3.1%
Sell
Martin Marietta Materials, Inc. Common Stock
Apr 9
$15,001 - $50,000
After selling, 3 months+6.0 pointsstock −2.9%, S&P +3.1%
Buy
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Apr 6
$1,001 - $15,000
3 months+3.2%S&P +3.1%
Sell
Performance Food Group Company Common Stock
Apr 9
$15,001 - $50,000
After selling, 3 months−6.8 pointsstock +9.9%, S&P +3.1%
Sell
ServiceNow, Inc. Common Stock
Apr 24
$1,001 - $15,000
After selling, 3 months−22.5 pointsstock +25.6%, S&P +3.1%
Sell
Synchrony Financial Common Stock
Apr 9
$15,001 - $50,000
After selling, 3 months−3.8 pointsstock +6.9%, S&P +3.1%
Sell
Tractor Supply Company - Common Stock
Apr 9
$15,001 - $50,000
After selling, 3 months−8.4 pointsstock +11.5%, S&P +3.1%
Sell
Valley National Bancorp
Apr 9
$1,001 - $15,000
After selling, 3 months−3.4 pointsstock +6.5%, S&P +3.1%
Filed Apr 8·Trades Mar 5 to Mar 25·18 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Air Products and Chemicals, Inc. Common Stock
Mar 5
$1,001 - $15,000
6 months−5.3%S&P +14.4%
Sell
Alcon Inc. Ordinary Shares
Mar 12
$1,001 - $15,000
After selling, 6 months+31.9 pointsstock −17.5%, S&P +14.4%
Sell
CBIZ, Inc. Common Stock
Mar 5
$1,001 - $15,000
After selling, 6 months−84.2 pointsstock +98.6%, S&P +14.4%
Sell
Columbia Banking System, Inc. - Common Stock
Mar 5
$1,001 - $15,000
After selling, 6 months+15.5 pointsstock −1.1%, S&P +14.4%
Sell
Crown Castle Inc. Common Stock
Mar 24
$1,001 - $15,000
After selling, 6 months+32.7 pointsstock −18.3%, S&P +14.4%
Sell
EEN ENERGY HLDGS UNSP/ADR
Mar 24
$1,001 - $15,000
After selling, 6 months+36.1 pointsstock −21.7%, S&P +14.4%
Sell
First Watch Restaurant Group, Inc. - Common Stock
Mar 5
$1,001 - $15,000
After selling, 6 months+20.3 pointsstock −5.9%, S&P +14.4%
Sell
HDFC Bank Limited Common Stock
Mar 12
$1,001 - $15,000
After selling, 6 months+29.4 pointsstock −15.0%, S&P +14.4%
Sell
Infineon Technologies AG
Mar 12
$1,001 - $15,000
After selling, 6 months−15.7 pointsstock +30.1%, S&P +14.4%
Sell
Intapp, Inc. - Common Stock
Mar 12
$1,001 - $15,000
After selling, 6 months−67.3 pointsstock +81.7%, S&P +14.4%
Sell
La-Z-Boy Incorporated Common Stock
Mar 12
$1,001 - $15,000
After selling, 6 months+24.2 pointsstock −9.8%, S&P +14.4%
Sell
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Mar 5
$1,001 - $15,000
After selling, 6 months+7.7 pointsstock +6.7%, S&P +14.4%
Sell
Phreesia, Inc. Common Stock
Mar 5
$1,001 - $15,000
After selling, 6 months−17.4 pointsstock +31.8%, S&P +14.4%
Buy
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share
Mar 10
$1,001 - $15,000
6 months+8.7%S&P +14.4%
Filed Mar 16·Trades Feb 2 to Feb 27·16 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Carvana Co. Class A Common Stock
Feb 18
$1,001 - $15,000
After selling, 6 months+9.1 pointsstock +3.9%, S&P +13.0%
Sell
Cloudflare, Inc. Class A Common Stock
Feb 4
$1,001 - $15,000
After selling, 6 months−40.5 pointsstock +53.5%, S&P +13.0%
Sell
Fair Isaac Corporation Common Stock
Feb 4
$1,001 - $15,000
After selling, 6 months+30.4 pointsstock −17.4%, S&P +13.0%
Sell
Intuit Inc. - Common Stock
Feb 20
$1,001 - $15,000
After selling, 6 months+43.2 pointsstock −30.2%, S&P +13.0%
Sell
Microsoft Corporation - Common Stock
Feb 2
$1,001 - $15,000
After selling, 6 months−10.3 pointsstock +23.3%, S&P +13.0%
Buy
Monster Beverage Corporation - Common Stock
Feb 2
$1,001 - $15,000
6 months+14.9%S&P +13.0%
Sell
Palo Alto Networks, Inc.
Feb 27
$1,001 - $15,000
After selling, 6 months−109.0 pointsstock +122.0%, S&P +13.0%
Buy
UnitedHealth Group Incorporated Common Stock
Feb 5
$1,001 - $15,000
6 months+32.0%S&P +13.0%
Filed Feb 26·Trades Jan 26 to Jan 30·6 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
NESTLE S.A S/ADR
Jan 26
$1,001 - $15,000
After selling, 6 months+19.7 pointsstock −7.0%, S&P +12.7%
Sell
Schneider National, Inc. Common Stock
Jan 26
$1,001 - $15,000
After selling, 6 months−9.5 pointsstock +22.2%, S&P +12.7%
Sell
ServiceNow, Inc. Common Stock
Jan 30
$1,001 - $15,000
After selling, 6 months−21.3 pointsstock +34.0%, S&P +12.7%
Sell
Uber Technologies, Inc. Common Stock
Jan 30
$1,001 - $15,000
After selling, 6 months+8.2 pointsstock +4.5%, S&P +12.7%
Filed Jan 14·Trades Dec 5, 2025 to Dec 17, 2025·9 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Air Products and Chemicals, Inc. Common Stock
Dec 8, 2025
$15,001 - $50,000
After selling, 6 months−5.1 pointsstock +12.9%, S&P +7.8%
Sell
Cheniere Energy, Inc. Common Stock
Dec 12, 2025
$1,001 - $15,000
After selling, 6 months−23.5 pointsstock +31.3%, S&P +7.8%
Sell
Commvault Systems, Inc. - Common Stock
Dec 5, 2025
$1,001 - $15,000
After selling, 6 months−9.4 pointsstock +17.2%, S&P +7.8%
Sell
M3 INC UNSP/ADR
Dec 5, 2025
$1,001 - $15,000
After selling, 6 months+19.3 pointsstock −11.5%, S&P +7.8%
Sell
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share
Dec 5, 2025
$1,001 - $15,000
After selling, 6 months+22.6 pointsstock −14.8%, S&P +7.8%
Sell
ServiceNow, Inc. Common Stock
Dec 17, 2025
$1,001 - $15,000
After selling, 6 months+28.0 pointsstock −20.2%, S&P +7.8%
Sell
SYSMEX CORP UNSP/ASDR
Dec 5, 2025
$1,001 - $15,000
After selling, 6 months+7.2 pointsstock +0.6%, S&P +7.8%
Sell
Uber Technologies, Inc. Common Stock
Dec 11, 2025
$1,001 - $15,000
After selling, 6 months+22.3 pointsstock −14.5%, S&P +7.8%
Sell
Utz Brands Inc Class A Common Stock
Dec 8, 2025
$1,001 - $15,000
After selling, 6 months+35.0 pointsstock −27.2%, S&P +7.8%
Filed Dec 29, 2025·Trades Nov 17, 2025 to Nov 21, 2025·8 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
BHP Group Limited American Depositary Shares
Nov 19, 2025
$1,001 - $15,000
After selling, 6 months−30.6 pointsstock +39.6%, S&P +9.0%
Sell
DASSAULT SYSTEMES SA ADR
Nov 21, 2025
$1,001 - $15,000
After selling, 6 months+31.7 pointsstock −22.7%, S&P +9.0%
Sell
Edwards Lifesciences Corporation Common Stock
Nov 19, 2025
$1,001 - $15,000
After selling, 6 months−0.5 pointsstock +9.5%, S&P +9.0%
Sell
Fidelity National Information Services, Inc. Common Stock
Nov 19, 2025
$15,001 - $50,000
After selling, 6 months+45.5 pointsstock −36.5%, S&P +9.0%
Sell
Home Depot, Inc.
Nov 19, 2025
$1,001 - $15,000
After selling, 6 months+4.2 pointsstock +4.8%, S&P +9.0%
Sell
HubSpot, Inc. Common Stock
Nov 19, 2025
$1,001 - $15,000
After selling, 6 months+61.7 pointsstock −52.7%, S&P +9.0%
Sell
KKR & Co. Inc. Common Stock
Nov 19, 2025
$1,001 - $15,000
After selling, 6 months+35.6 pointsstock −26.6%, S&P +9.0%
Filed Nov 17, 2025·Trades Oct 16, 2025 to Oct 20, 2025·4 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
3M Company Common Stock
Oct 20, 2025
$1,001 - $15,000
After selling, 6 months+21.3 pointsstock −8.1%, S&P +13.2%
Sell
Intercontinental Exchange Inc. Common Stock
Oct 16, 2025
$1,001 - $15,000
After selling, 6 months+13.4 pointsstock −0.2%, S&P +13.2%
Buy
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Oct 17, 2025
$1,001 - $15,000
6 months−16.7%S&P +13.2%
Buy
NICE Ltd - American Depositary Shares each representing one Ordinary Share
Oct 17, 2025
$1,001 - $15,000
6 months−9.7%S&P +13.2%
Filed Oct 15, 2025·Trades Sep 3, 2025 to Sep 30, 2025·10 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Commvault Systems, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
6 months−43.8%S&P +7.9%
Sell
Diageo plc Common Stock
Sep 22, 2025
$1,001 - $15,000
After selling, 6 months+21.6 pointsstock −13.7%, S&P +7.9%
Buy
Independence Realty Trust, Inc. Common Stock
Sep 22, 2025
$1,001 - $15,000
6 months+3.0%S&P +7.9%
Sell
Intuitive Surgical, Inc. - Common Stock
Sep 3, 2025
$1,001 - $15,000
After selling, 6 months+0.8 pointsstock +7.1%, S&P +7.9%
Buy
Tandem Diabetes Care, Inc. - Common Stock
Sep 22, 2025
$1,001 - $15,000
6 months+38.9%S&P +7.9%
Sell
The Baldwin Insurance Group, Inc. - Class A Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−0.9 pointsstock +8.8%, S&P +7.9%
Sell
The Trade Desk, Inc. - Class A Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+59.7 pointsstock −51.8%, S&P +7.9%
Filed Sep 5, 2025·Trades Aug 1, 2025 to Aug 22, 2025·5 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
International Business Machines Corporation Common Stock
Aug 12, 2025
$1,001 - $15,000
After selling, 6 months+6.2 pointsstock −1.2%, S&P +5.0%
Sell
SYSMEX CORP UNSP/ASDR
Aug 21, 2025
$1,001 - $15,000
After selling, 6 months+33.3 pointsstock −28.3%, S&P +5.0%
Sell
Visa Inc.
Aug 12, 2025
$1,001 - $15,000
After selling, 6 months+12.8 pointsstock −7.8%, S&P +5.0%
Sell
Visa Inc.
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months+12.8 pointsstock −7.8%, S&P +5.0%
Filed Aug 11, 2025·Trades Jul 2, 2025 to Jul 28, 2025·7 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Abbott Laboratories Common Stock
Jul 18, 2025
$1,001 - $15,000
After selling, 6 months+20.8 pointsstock −12.5%, S&P +8.3%
Sell
Independence Realty Trust, Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+9.6 pointsstock −1.3%, S&P +8.3%
Sell
International Business Machines Corporation Common Stock
Jul 25, 2025
$1,001 - $15,000
After selling, 6 months−9.2 pointsstock +17.5%, S&P +8.3%
Sell
Natera, Inc. - Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−24.6 pointsstock +32.9%, S&P +8.3%
Sell
SpringWorks Therapeutics, Inc. - common stock
Jul 2, 2025
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Sell
Visa Inc.
Jul 14, 2025
$1,001 - $15,000
After selling, 6 months+10.1 pointsstock −1.8%, S&P +8.3%
Sell
Walmart Inc. Common Stock
Jul 28, 2025
$1,001 - $15,000
After selling, 6 months−16.5 pointsstock +24.8%, S&P +8.3%
Filed Jul 16, 2025·Trades Jun 3, 2025 to Jun 26, 2025·18 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Akamai Technologies, Inc. - Common Stock
Jun 3, 2025
$1,001 - $15,000
After selling, 6 months−6.6 pointsstock +17.5%, S&P +10.9%
Sell
ConocoPhillips Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+2.4 pointsstock +8.5%, S&P +10.9%
Sell
Fidelity National Information Services, Inc. Common Stock
Jun 3, 2025
$1,001 - $15,000
After selling, 6 months+31.4 pointsstock −20.5%, S&P +10.9%
Sell
McDonald's Corporation Common Stock
Jun 20, 2025
$1,001 - $15,000
After selling, 6 months+6.9 pointsstock +4.0%, S&P +10.9%
Sell
Pfizer, Inc. Common Stock
Jun 3, 2025
$1,001 - $15,000
After selling, 6 months+1.9 pointsstock +9.0%, S&P +10.9%
Sell
Salesforce, Inc. Common Stock
Jun 4, 2025
$1,001 - $15,000
After selling, 6 months+20.7 pointsstock −9.8%, S&P +10.9%
Sell
Tesla, Inc. - Common Stock
Jun 5, 2025
$1,001 - $15,000
After selling, 6 months−26.4 pointsstock +37.3%, S&P +10.9%
Sell
Union Pacific Corporation Common Stock
Jun 4, 2025
$1,001 - $15,000
After selling, 6 months+8.3 pointsstock +2.6%, S&P +10.9%
Sell
Visa Inc.
Jun 20, 2025
$1,001 - $15,000
After selling, 6 months+16.9 pointsstock −6.0%, S&P +10.9%
Sell
Visa Inc.
Jun 26, 2025
$1,001 - $15,000
After selling, 6 months+16.9 pointsstock −6.0%, S&P +10.9%
Sell
Visa Inc.
Jun 25, 2025
$1,001 - $15,000
After selling, 6 months+16.9 pointsstock −6.0%, S&P +10.9%
Sell
Visa Inc.
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+16.9 pointsstock −6.0%, S&P +10.9%
Filed Jun 11, 2025·Trades May 1, 2025 to May 29, 2025·24 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Alphabet Inc. - Class C Capital Stock
May 8, 2025
$1,001 - $15,000
After selling, 6 months−62.7 pointsstock +77.5%, S&P +14.8%
Buy
Applovin Corporation - Class A Common Stock
May 28, 2025
$1,001 - $15,000
6 months+88.4%S&P +14.8%
Buy
ASML Holding N.V. - New York Registry Shares
May 22, 2025
$1,001 - $15,000
6 months+43.4%S&P +14.8%
Sell
COLOPLAST AS SP/ADR
May 14, 2025
$1,001 - $15,000
After selling, 6 months+22.5 pointsstock −7.7%, S&P +14.8%
Sell
Eli Lilly and Company Common Stock
May 13, 2025
$1,001 - $15,000
After selling, 6 months−10.0 pointsstock +24.8%, S&P +14.8%
Sell
Fiserv, Inc. Common Stock
May 14, 2025
$1,001 - $15,000
After selling, 6 months+74.2 pointsstock −59.4%, S&P +14.8%
Sell
Gilead Sciences, Inc. - Common Stock
May 14, 2025
$1,001 - $15,000
After selling, 6 months+3.3 pointsstock +11.5%, S&P +14.8%
Buy
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share
May 23, 2025
$1,001 - $15,000
6 months−18.1%S&P +14.8%
Sell
UNICHARM CORP S/ADR
May 14, 2025
$1,001 - $15,000
After selling, 6 months+45.5 pointsstock −30.7%, S&P +14.8%
Sell
United Parcel Service, Inc. Common Stock
May 28, 2025
$1,001 - $15,000
After selling, 6 months+11.6 pointsstock +3.2%, S&P +14.8%
Sell
ZTO Express
May 23, 2025
$1,001 - $15,000
After selling, 6 months−5.3 pointsstock +20.1%, S&P +14.8%
Filed May 14, 2025·Trades Apr 1, 2025 to Apr 23, 2025·117 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
AbbVie Inc. Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months−15.4 pointsstock +29.9%, S&P +14.5%
Sell
Advanced Energy Industries, Inc. - Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months−56.5 pointsstock +71.0%, S&P +14.5%
Sell
Agree Realty Corporation Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+12.7 pointsstock +1.8%, S&P +14.5%
Sell
Air Products and Chemicals, Inc. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+17.4 pointsstock −2.9%, S&P +14.5%
Buy
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Apr 4, 2025
$1,001 - $15,000
6 months+31.2%S&P +14.5%
Sell
ALLIANZ SE UNSP/ADR
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+5.6 pointsstock +8.9%, S&P +14.5%
Sell
Alphabet Inc. - Class C Capital Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−54.6 pointsstock +69.1%, S&P +14.5%
Sell
Ameris Bancorp - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−0.8 pointsstock +15.3%, S&P +14.5%
Sell
AppFolio, Inc. - Class A Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−1.5 pointsstock +16.0%, S&P +14.5%
Sell
Apple Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−14.9 pointsstock +29.4%, S&P +14.5%
Sell
Applovin Corporation - Class A Common Stock
Apr 16, 2025
$1,001 - $15,000
After selling, 6 months−37.2 pointsstock +51.7%, S&P +14.5%
Sell
Applovin Corporation - Class A Common Stock
Apr 14, 2025
$1,001 - $15,000
After selling, 6 months−37.2 pointsstock +51.7%, S&P +14.5%
Sell
Asbury Automotive Group Inc Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+19.0 pointsstock −4.5%, S&P +14.5%
Sell
ASML Holding N.V. - New York Registry Shares
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months−20.6 pointsstock +35.1%, S&P +14.5%
Sell
ATLAS COPCO AB A S/ADR
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+15.1 pointsstock −0.6%, S&P +14.5%
Sell
Balchem Corporation - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+20.6 pointsstock −6.1%, S&P +14.5%
Sell
Berkshire Hathaway Inc. New Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+13.4 pointsstock +1.1%, S&P +14.5%
Sell
Berkshire Hathaway Inc. New Common Stock
Apr 1, 2025
$1,001 - $15,000
After selling, 6 months+13.4 pointsstock +1.1%, S&P +14.5%
Sell
BHP Group Limited American Depositary Shares
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+1.3 pointsstock +13.2%, S&P +14.5%
Sell
BlackRock, Inc. Common Stock
Apr 1, 2025
$1,001 - $15,000
After selling, 6 months+4.6 pointsstock +9.9%, S&P +14.5%
Sell
BlackRock, Inc. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+4.6 pointsstock +9.9%, S&P +14.5%
Sell
Blackstone Inc. Common Stock
Apr 14, 2025
$1,001 - $15,000
After selling, 6 months+18.0 pointsstock −3.5%, S&P +14.5%
Sell
Cadre Holdings, Inc. Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months−8.8 pointsstock +23.3%, S&P +14.5%
Sell
Cathay General Bancorp - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+7.2 pointsstock +7.3%, S&P +14.5%
Sell
CBIZ, Inc. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+43.2 pointsstock −28.7%, S&P +14.5%
Sell
Central Garden & Pet Company - Class A Common Stock Nonvoting
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+22.8 pointsstock −8.3%, S&P +14.5%
Sell
Champion Homes, Inc. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+27.2 pointsstock −12.7%, S&P +14.5%
Sell
ChampionX Corporation
Apr 7, 2025
$1,001 - $15,000
After selling, 1 month+0.6 pointsstock +1.5%, S&P +2.1%
Sell
Chevron Corporation Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+2.5 pointsstock +12.0%, S&P +14.5%
Sell
CHUGAI PHARM UNSP/ADR
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+12.0 pointsstock +2.5%, S&P +14.5%
Sell
Cincinnati Financial Corporation - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+2.0 pointsstock +12.5%, S&P +14.5%
Sell
Cisco Systems, Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−7.4 pointsstock +21.9%, S&P +14.5%
Sell
Coca-Cola Company
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+13.8 pointsstock +0.7%, S&P +14.5%
Sell
Corning Incorporated Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−60.2 pointsstock +74.7%, S&P +14.5%
Sell
Corning Incorporated Common Stock
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months−60.2 pointsstock +74.7%, S&P +14.5%
Sell
Crown Castle Inc. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+22.6 pointsstock −8.1%, S&P +14.5%
Sell
DASSAULT SYSTEMES SA ADR
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+40.1 pointsstock −25.6%, S&P +14.5%
Sell
DBS GROUP HLDGS LTD S/ADR
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−9.1 pointsstock +23.6%, S&P +14.5%
Sell
Dominion Energy, Inc. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+1.3 pointsstock +13.2%, S&P +14.5%
Sell
DoorDash, Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+15.5 pointsstock −1.0%, S&P +14.5%
Sell
Eli Lilly and Company Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−25.6 pointsstock +40.1%, S&P +14.5%
Sell
Enerpac Tool Group Corp. Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months+28.3 pointsstock −13.8%, S&P +14.5%
Sell
Fastenal Company - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+14.0 pointsstock +0.5%, S&P +14.5%
Sell
Fidelity National Information Services, Inc. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+29.4 pointsstock −14.9%, S&P +14.5%
Sell
Fomento Economico Mexicano S.A.B. de C.V. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+19.0 pointsstock −4.5%, S&P +14.5%
Sell
Globus Medical, Inc. Class A Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−30.8 pointsstock +45.3%, S&P +14.5%
Sell
Haleon plc American Depositary Shares
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+21.2 pointsstock −6.7%, S&P +14.5%
Sell
HDFC Bank Limited Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+13.3 pointsstock +1.2%, S&P +14.5%
Sell
Hillman Solutions Corp. - Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months+8.8 pointsstock +5.7%, S&P +14.5%
Sell
Horace Mann Educators Corporation Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+6.2 pointsstock +8.3%, S&P +14.5%
Sell
Houlihan Lokey, Inc. Class A Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+13.7 pointsstock +0.8%, S&P +14.5%
Sell
IDACORP, Inc. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−0.1 pointsstock +14.6%, S&P +14.5%
Sell
Insmed Incorporated - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−169.6 pointsstock +184.1%, S&P +14.5%
Sell
Intapp, Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+40.2 pointsstock −25.7%, S&P +14.5%
Sell
Intra-Cellular Therapies Inc.
Apr 3, 2025
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Sell
Intuitive Surgical, Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+13.6 pointsstock +0.9%, S&P +14.5%
Sell
Johnson & Johnson Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−18.1 pointsstock +32.6%, S&P +14.5%
Sell
KKR & Co. Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+18.3 pointsstock −3.8%, S&P +14.5%
Sell
KKR & Co. Inc. Common Stock
Apr 14, 2025
$1,001 - $15,000
After selling, 6 months+18.3 pointsstock −3.8%, S&P +14.5%
Sell
L'Oreal Co. American Depositary Shares
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+15.9 pointsstock −1.4%, S&P +14.5%
Sell
Lowe's Companies, Inc. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+13.9 pointsstock +0.6%, S&P +14.5%
Sell
MACOM Technology Solutions Holdings, Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−17.9 pointsstock +32.4%, S&P +14.5%
Sell
Magnolia Oil & Gas Corporation Class A Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+12.8 pointsstock +1.7%, S&P +14.5%
Sell
Manulife Financial Corporation Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+4.2 pointsstock +10.3%, S&P +14.5%
Sell
Mastercard Incorporated Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+18.8 pointsstock −4.3%, S&P +14.5%
Sell
McKesson Corporation Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−5.5 pointsstock +20.0%, S&P +14.5%
Sell
Meta Platforms, Inc. - Class A Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+19.6 pointsstock −5.1%, S&P +14.5%
Sell
NESTLE S.A S/ADR
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+16.6 pointsstock −2.1%, S&P +14.5%
Sell
Netflix, Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+16.5 pointsstock −2.0%, S&P +14.5%
Sell
Nintendo Co Ltd ADR
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+4.3 pointsstock +10.2%, S&P +14.5%
Sell
Norfolk Southern Corporation Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−2.9 pointsstock +17.4%, S&P +14.5%
Sell
Northrop Grumman Corporation Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−5.5 pointsstock +20.0%, S&P +14.5%
Sell
NVIDIA Corporation - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−24.1 pointsstock +38.6%, S&P +14.5%
Sell
PAR Technology Corporation Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months+58.3 pointsstock −43.8%, S&P +14.5%
Sell
Patrick Industries, Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−2.8 pointsstock +17.3%, S&P +14.5%
Sell
Paychex, Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+40.9 pointsstock −26.4%, S&P +14.5%
Sell
Progressive Corporation
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+35.1 pointsstock −20.6%, S&P +14.5%
Sell
RBC Bearings Incorporated Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−3.0 pointsstock +17.5%, S&P +14.5%
Sell
Rio Tinto Plc Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−1.4 pointsstock +15.9%, S&P +14.5%
Sell
ROCHE HOLDING LTD S/ADR
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−4.0 pointsstock +18.5%, S&P +14.5%
Sell
Salesforce, Inc. Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months+31.5 pointsstock −17.0%, S&P +14.5%
Sell
SAP SE ADS
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+28.9 pointsstock −14.4%, S&P +14.5%
Sell
Shell PLC American Depositary Shares
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−0.5 pointsstock +15.0%, S&P +14.5%
Sell
SHIMANO INC UNSP/ADR
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+38.1 pointsstock −23.6%, S&P +14.5%
Sell
Silgan Holdings Inc.
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+43.8 pointsstock −29.3%, S&P +14.5%
Sell
SPX Technologies, Inc. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−22.8 pointsstock +37.3%, S&P +14.5%
Sell
Stag Industrial, Inc. Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+3.3 pointsstock +11.2%, S&P +14.5%
Sell
Starbucks Corporation - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+14.1 pointsstock +0.4%, S&P +14.5%
Sell
Starbucks Corporation - Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months+14.1 pointsstock +0.4%, S&P +14.5%
Sell
Sterling Infrastructure, Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−62.2 pointsstock +76.7%, S&P +14.5%
Sell
Stifel Financial Corporation Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−10.9 pointsstock +25.4%, S&P +14.5%
Sell
SYSMEX CORP UNSP/ASDR
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+55.0 pointsstock −40.5%, S&P +14.5%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−31.8 pointsstock +46.3%, S&P +14.5%
Sell
TE Connectivity plc Ordinary Shares
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−31.5 pointsstock +46.0%, S&P +14.5%
Sell
TE Connectivity plc Ordinary Shares
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months−31.5 pointsstock +46.0%, S&P +14.5%
Sell
TENCENT HLDGS UNSP/ADR
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months−12.6 pointsstock +27.1%, S&P +14.5%
Sell
Texas Instruments Incorporated - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+26.7 pointsstock −12.2%, S&P +14.5%
Sell
The Descartes Systems Group Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+41.5 pointsstock −27.0%, S&P +14.5%
Sell
Thermon Group Holdings, Inc. Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months−0.4 pointsstock +14.9%, S&P +14.5%
Sell
Twilio Inc. Class A Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months+6.0 pointsstock +8.5%, S&P +14.5%
Sell
U.S. Physical Therapy, Inc. Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months+22.5 pointsstock −8.0%, S&P +14.5%
Sell
UFP Industries, Inc. - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+25.3 pointsstock −10.8%, S&P +14.5%
Sell
UMB Financial Corporation - Common Stock
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+11.4 pointsstock +3.1%, S&P +14.5%
Sell
Union Pacific Corporation Common Stock
Apr 17, 2025
$1,001 - $15,000
After selling, 6 months+17.4 pointsstock −2.9%, S&P +14.5%
Filed Apr 10, 2025·Trades Mar 18, 2024 to Mar 24, 2025·47 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Abbott Laboratories Common Stock
Mar 6, 2025
$1,001 - $15,000
After selling, 6 months+20.4 pointsstock +4.5%, S&P +24.9%
Sell
Air Products and Chemicals, Inc. Common Stock
Mar 7, 2025
$1,001 - $15,000
After selling, 6 months+26.7 pointsstock −1.8%, S&P +24.9%
Sell
Apple Inc. - Common Stock
Mar 6, 2025
$1,001 - $15,000
After selling, 6 months−0.4 pointsstock +25.3%, S&P +24.9%
Sell
Apple Inc. - Common Stock
Mar 5, 2025
$1,001 - $15,000
After selling, 6 months−0.4 pointsstock +25.3%, S&P +24.9%
Buy
Applovin Corporation - Class A Common Stock
Mar 13, 2025
$1,001 - $15,000
6 months+136.1%S&P +24.9%
Buy
ASML Holding N.V. - New York Registry Shares
Mar 12, 2025
$1,001 - $15,000
6 months+48.4%S&P +24.9%
Sell
Azenta, Inc. - Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months+10.6 pointsstock +14.3%, S&P +24.9%
Sell
Banco Bilbao Vizcaya Argentaria S.A. Common Stock
Mar 13, 2025
$1,001 - $15,000
After selling, 6 months−15.9 pointsstock +40.8%, S&P +24.9%
Sell
Broadcom Inc. - Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−72.0 pointsstock +96.9%, S&P +24.9%
Sell
Chord Energy Corporation - Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months+18.4 pointsstock +6.5%, S&P +24.9%
Sell
Crinetics Pharmaceuticals, Inc. - Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−27.7 pointsstock +52.6%, S&P +24.9%
Sell
D.R. Horton, Inc. Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−3.2 pointsstock +28.1%, S&P +24.9%
Sell
Diageo plc Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months+37.6 pointsstock −12.7%, S&P +24.9%
Sell
DISCO CORP UNSP /ADR
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−52.6 pointsstock +77.5%, S&P +24.9%
Sell
Eli Lilly and Company Common Stock
Mar 10, 2025
$1,001 - $15,000
After selling, 6 months+12.6 pointsstock +12.3%, S&P +24.9%
Sell
Endava plc American Depositary Shares
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months+78.2 pointsstock −53.3%, S&P +24.9%
Sell
Flywire Corporation - Voting Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−22.3 pointsstock +47.2%, S&P +24.9%
Sell
Home Depot, Inc.
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months+16.4 pointsstock +8.5%, S&P +24.9%
Sell
Infineon Technologies AG
Mar 13, 2025
$1,001 - $15,000
After selling, 6 months−1.1 pointsstock +26.0%, S&P +24.9%
Buy
[ST] JTIntercontinental Exchange Inc. Common Stock
Mar 18, 2024
$1,001 - $15,000
6 months+2.4%S&P +24.9%
Buy
International Business Machines Corporation Common Stock
Mar 10, 2025
$1,001 - $15,000
6 months+19.3%S&P +24.9%
Sell
Intra-Cellular Therapies Inc.
Mar 17, 2025
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Sell
Johnson & Johnson Common Stock
Mar 7, 2025
$1,001 - $15,000
After selling, 6 months−2.9 pointsstock +27.8%, S&P +24.9%
Sell
Mastercard Incorporated Common Stock
Mar 6, 2025
$1,001 - $15,000
After selling, 6 months+14.9 pointsstock +10.0%, S&P +24.9%
Buy
Meta Platforms, Inc. - Class A Common Stock
Mar 5, 2025
$1,001 - $15,000
6 months+31.9%S&P +24.9%
Sell
Pacific Premier Bancorp Inc - Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 3 months−2.4 pointsstock +19.3%, S&P +16.9%
Sell
PayPal Holdings, Inc. - Common Stock
Mar 3, 2025
$1,001 - $15,000
After selling, 6 months+14.9 pointsstock +10.0%, S&P +24.9%
Sell
PT Telekomunikasi Indonesia, Tbk
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−14.8 pointsstock +39.7%, S&P +24.9%
Sell
ServiceNow, Inc. Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months+7.3 pointsstock +17.6%, S&P +24.9%
Sell
Shopify Inc. - Class A Subordinate Voting Shares
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−58.7 pointsstock +83.6%, S&P +24.9%
Sell
Snowflake Inc. Class A Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−45.7 pointsstock +70.6%, S&P +24.9%
Sell
Spotify Technology S.A. Ordinary Shares
Mar 24, 2025
$1,001 - $15,000
After selling, 6 months−2.4 pointsstock +27.3%, S&P +24.9%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Mar 4, 2025
$1,001 - $15,000
After selling, 6 months−69.2 pointsstock +94.1%, S&P +24.9%
Sell
Tandem Diabetes Care, Inc. - Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months+43.6 pointsstock −18.7%, S&P +24.9%
Sell
TECHTRONIC INDUS LTD ADR
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−2.1 pointsstock +27.0%, S&P +24.9%
Sell
Tesla, Inc. - Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−47.9 pointsstock +72.8%, S&P +24.9%
Sell
Tri Pointe Homes, Inc. Common Stock
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months+19.2 pointsstock +5.7%, S&P +24.9%
Filed Mar 6, 2025·Trades Feb 3, 2025 to Feb 28, 2025·59 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
Feb 12, 2025
$1,001 - $15,000
6 months+2.1%S&P +13.3%
Sell
Ambev S.A. American Depositary Shares
Feb 7, 2025
$1,001 - $15,000
After selling, 6 months+11.8 pointsstock +1.5%, S&P +13.3%
Sell
Ambev S.A. American Depositary Shares
Feb 6, 2025
$1,001 - $15,000
After selling, 6 months+11.8 pointsstock +1.5%, S&P +13.3%
Sell
Apple Inc. - Common Stock
Feb 3, 2025
$1,001 - $15,000
After selling, 6 months+13.6 pointsstock −0.3%, S&P +13.3%
Sell
Apple Inc. - Common Stock
Feb 24, 2025
$1,001 - $15,000
After selling, 6 months+13.6 pointsstock −0.3%, S&P +13.3%
Sell
Apple Inc. - Common Stock
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months+13.6 pointsstock −0.3%, S&P +13.3%
Sell
Berkshire Hathaway Inc. New Common Stock
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months+13.7 pointsstock −0.4%, S&P +13.3%
Sell
Blackstone Inc. Common Stock
Feb 27, 2025
$1,001 - $15,000
After selling, 6 months−7.7 pointsstock +21.0%, S&P +13.3%
Sell
Blackstone Inc. Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months−7.7 pointsstock +21.0%, S&P +13.3%
Sell
Block, Inc. Class A Common Stock,
Feb 27, 2025
$1,001 - $15,000
After selling, 6 months−13.1 pointsstock +26.4%, S&P +13.3%
Sell
Charles Schwab Corporation
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months−12.7 pointsstock +26.0%, S&P +13.3%
Sell
Cisco Systems, Inc. - Common Stock
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months+7.3 pointsstock +6.0%, S&P +13.3%
Sell
D.R. Horton, Inc. Common Stock
Feb 13, 2025
$1,001 - $15,000
After selling, 6 months−25.4 pointsstock +38.7%, S&P +13.3%
Sell
DASSAULT SYSTEMES SA ADR
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months+38.4 pointsstock −25.1%, S&P +13.3%
Sell
EEN ENERGY HLDGS UNSP/ADR
Feb 7, 2025
$1,001 - $15,000
After selling, 6 months−11.3 pointsstock +24.6%, S&P +13.3%
Sell
EEN ENERGY HLDGS UNSP/ADR
Feb 10, 2025
$1,001 - $15,000
After selling, 6 months−11.3 pointsstock +24.6%, S&P +13.3%
Sell
Eli Lilly and Company Common Stock
Feb 19, 2025
$1,001 - $15,000
After selling, 6 months+28.0 pointsstock −14.7%, S&P +13.3%
Sell
Goldman Sachs Group, Inc.
Feb 28, 2025
$1,001 - $15,000
After selling, 6 months−20.6 pointsstock +33.9%, S&P +13.3%
Sell
Home Depot, Inc.
Feb 24, 2025
$1,001 - $15,000
After selling, 6 months−0.2 pointsstock +13.5%, S&P +13.3%
Sell
ICF International, Inc. - Common Stock
Feb 19, 2025
$1,001 - $15,000
After selling, 6 months−0.1 pointsstock +13.4%, S&P +13.3%
Sell
Infineon Technologies AG
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months+18.9 pointsstock −5.6%, S&P +13.3%
Sell
KKR & Co. Inc. Common Stock
Feb 27, 2025
$1,001 - $15,000
After selling, 6 months−7.4 pointsstock +20.7%, S&P +13.3%
Sell
KKR & Co. Inc. Common Stock
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months−7.4 pointsstock +20.7%, S&P +13.3%
Sell
Microsoft Corporation - Common Stock
Feb 24, 2025
$1,001 - $15,000
After selling, 6 months−13.8 pointsstock +27.1%, S&P +13.3%
Sell
Microsoft Corporation - Common Stock
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months−13.8 pointsstock +27.1%, S&P +13.3%
Buy
Microsoft Corporation - Common Stock
Feb 14, 2025
$1,000,001 - $5,000,000
Not countednot a stock
Buy
Microsoft Corporation - Common Stock
Feb 14, 2025
$500,001 - $1,000,000
Not countednot a stock
Buy
Microsoft Corporation - Common Stock
Feb 14, 2025
$1,000,001 - $5,000,000
Not countednot a stock
Buy
Microsoft Corporation - Common Stock
Feb 14, 2025
$1,000,001 - $5,000,000
Not countednot a stock
Sell
Microsoft Corporation - Common Stock
Feb 14, 2025
$500,001 - $1,000,000
After sellingNot countednot a stock
Sell
Microsoft Corporation - Common Stock
Feb 14, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
Microsoft Corporation - Common Stock
Feb 14, 2025
$1,000,001 - $5,000,000
After sellingNot countednot a stock
Sell
Microsoft Corporation - Common Stock
Feb 14, 2025
$1,000,001 - $5,000,000
After selling, 6 months−13.8 pointsstock +27.1%, S&P +13.3%
Sell
Nintendo Co Ltd ADR
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months−21.0 pointsstock +34.3%, S&P +13.3%
Sell
Paragon 28, Inc. Common Stock
Feb 27, 2025
$1,001 - $15,000
After selling, 6 months+31.2 pointsstock +0.5%, S&P +31.7%
Sell
Paychex, Inc. - Common Stock
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months+23.8 pointsstock −10.5%, S&P +13.3%
Sell
PayPal Holdings, Inc. - Common Stock
Feb 13, 2025
$1,001 - $15,000
After selling, 6 months+16.3 pointsstock −3.0%, S&P +13.3%
Sell
PayPal Holdings, Inc. - Common Stock
Feb 6, 2025
$1,001 - $15,000
After selling, 6 months+16.3 pointsstock −3.0%, S&P +13.3%
Buy
Shopify Inc. Class A Subordinate Voting Shares
Feb 12, 2025
$1,001 - $15,000
6 months+46.0%S&P +13.3%
Buy
Shopify Inc. Class A Subordinate Voting Shares
Feb 3, 2025
$1,001 - $15,000
6 months+46.0%S&P +13.3%
Sell
Spotify Technology S.A. Ordinary Shares
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months−21.7 pointsstock +35.0%, S&P +13.3%
Sell
Tesla, Inc. - Common Stock
Feb 14, 2025
$1,001 - $15,000
After selling, 6 months−18.6 pointsstock +31.9%, S&P +13.3%
Sell
Tesla, Inc. - Common Stock
Feb 13, 2025
$1,001 - $15,000
After selling, 6 months−18.6 pointsstock +31.9%, S&P +13.3%
Sell
Transdigm Group Incorporated Common Stock
Feb 4, 2025
$1,001 - $15,000
After selling, 6 months+10.3 pointsstock +3.0%, S&P +13.3%
Buy
Union Pacific Corporation Common Stock
Feb 3, 2025
$1,001 - $15,000
6 months−11.8%S&P +13.3%
Sell
Vertiv Holdings, LLC Class A Common Stock
Feb 25, 2025
$1,001 - $15,000
After selling, 6 months−30.1 pointsstock +43.4%, S&P +13.3%
Filed Feb 10, 2025·Trades Jan 8, 2025 to Jan 31, 2025·81 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
Jan 31, 2025
$1,001 - $15,000
6 months+14.4%S&P +7.2%
Buy
no ticker
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Jan 16, 2025
$1,001 - $15,000
Not countednot a stock
Sell
Alphabet Inc. - Class C Capital Stock
Jan 16, 2025
$1,001 - $15,000
After selling, 6 months−1.6 pointsstock +8.8%, S&P +7.2%
Buy
Ambev S.A. American Depositary Shares
Jan 27, 2025
$1,001 - $15,000
6 months+22.9%S&P +7.2%
Sell
Arista Networks, Inc. Common Stock
Jan 31, 2025
$1,001 - $15,000
After selling, 6 months−10.9 pointsstock +18.1%, S&P +7.2%
Sell
Arista Networks, Inc. Common Stock
Jan 28, 2025
$1,001 - $15,000
After selling, 6 months−10.9 pointsstock +18.1%, S&P +7.2%
Buy
Berkshire Hathaway Inc. New Common Stock
Jan 16, 2025
$1,001 - $15,000
6 months+1.0%S&P +7.2%
Sell
Broadcom Inc. - Common Stock
Jan 28, 2025
$1,001 - $15,000
After selling, 6 months−25.0 pointsstock +32.2%, S&P +7.2%
Sell
Broadcom Inc. - Common Stock
Jan 29, 2025
$1,001 - $15,000
After selling, 6 months−25.0 pointsstock +32.2%, S&P +7.2%
Sell
Eaton Corporation, PLC Ordinary Shares
Jan 29, 2025
$1,001 - $15,000
After selling, 6 months−6.9 pointsstock +14.1%, S&P +7.2%
Sell
Eaton Corporation, PLC Ordinary Shares
Jan 23, 2025
$1,001 - $15,000
After selling, 6 months−6.9 pointsstock +14.1%, S&P +7.2%
Sell
Eli Lilly and Company Common Stock
Jan 8, 2025
$1,001 - $15,000
After selling, 6 months+30.6 pointsstock −23.4%, S&P +7.2%
Sell
Fair Isaac Corporation Common Stock
Jan 27, 2025
$1,001 - $15,000
After selling, 6 months+32.9 pointsstock −25.7%, S&P +7.2%
Buy
Genmab A/S - American Depositary Shares
Jan 16, 2025
$1,001 - $15,000
6 months+20.0%S&P +7.2%
Buy
Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR
Jan 27, 2025
$1,001 - $15,000
6 months+30.4%S&P +7.2%
Sell
ICF International, Inc. - Common Stock
Jan 31, 2025
$1,001 - $15,000
After selling, 6 months+20.3 pointsstock −13.1%, S&P +7.2%
Sell
Intapp, Inc. - Common Stock
Jan 17, 2025
$1,001 - $15,000
After selling, 6 months+46.3 pointsstock −39.1%, S&P +7.2%
Sell
Intra-Cellular Therapies Inc.
Jan 24, 2025
$1,001 - $15,000
After selling, 1 month−11.9 pointsstock +3.0%, S&P −8.9%
Sell
Intuitive Surgical, Inc. - Common Stock
Jan 21, 2025
$1,001 - $15,000
After selling, 6 months+25.7 pointsstock −18.5%, S&P +7.2%
Sell
Intuitive Surgical, Inc. - Common Stock
Jan 29, 2025
$1,001 - $15,000
After selling, 6 months+25.7 pointsstock −18.5%, S&P +7.2%
Sell
Intuitive Surgical, Inc. - Common Stock
Jan 10, 2025
$1,001 - $15,000
After selling, 6 months+25.7 pointsstock −18.5%, S&P +7.2%
Sell
Mastercard Incorporated Common Stock
Jan 16, 2025
$1,001 - $15,000
After selling, 6 months+4.6 pointsstock +2.6%, S&P +7.2%
Sell
MercadoLibre, Inc. - Common Stock
Jan 27, 2025
$1,001 - $15,000
After selling, 6 months−7.2 pointsstock +14.4%, S&P +7.2%
Sell
Merck & Company, Inc. Common Stock
Jan 27, 2025
$15,001 - $50,000
After selling, 6 months+9.8 pointsstock −2.6%, S&P +7.2%
Sell
Meta Platforms, Inc. - Class A Common Stock
Jan 16, 2025
$1,001 - $15,000
After selling, 6 months−1.3 pointsstock +8.5%, S&P +7.2%
Sell
Microsoft Corporation - Common Stock
Jan 16, 2025
$1,001 - $15,000
After selling, 6 months−19.8 pointsstock +27.0%, S&P +7.2%
Sell
Microsoft Corporation - Common Stock
Jan 21, 2025
$1,001 - $15,000
After selling, 6 months−19.8 pointsstock +27.0%, S&P +7.2%
Sell
Microsoft Corporation - Common Stock
Jan 31, 2025
$1,001 - $15,000
After selling, 6 months−19.8 pointsstock +27.0%, S&P +7.2%
Sell
Netflix, Inc. - Common Stock
Jan 22, 2025
$1,001 - $15,000
After selling, 6 months−12.3 pointsstock +19.5%, S&P +7.2%
Sell
NVIDIA Corporation - Common Stock
Jan 29, 2025
$1,001 - $15,000
After selling, 6 months−29.6 pointsstock +36.8%, S&P +7.2%
Sell
NVIDIA Corporation - Common Stock
Jan 28, 2025
$1,001 - $15,000
After selling, 6 months−29.6 pointsstock +36.8%, S&P +7.2%
Sell
NVIDIA Corporation - Common Stock
Jan 17, 2025
$1,001 - $15,000
After selling, 6 months−29.6 pointsstock +36.8%, S&P +7.2%
Sell
NVIDIA Corporation - Common Stock
Jan 16, 2025
$1,001 - $15,000
After selling, 6 months−29.6 pointsstock +36.8%, S&P +7.2%
Sell
Oracle Corporation Common Stock
Jan 28, 2025
$1,001 - $15,000
After selling, 6 months−31.4 pointsstock +38.6%, S&P +7.2%
Sell
Oracle Corporation Common Stock
Jan 22, 2025
$1,001 - $15,000
After selling, 6 months−31.4 pointsstock +38.6%, S&P +7.2%
Sell
Oracle Corporation Common Stock
Jan 21, 2025
$1,001 - $15,000
After selling, 6 months−31.4 pointsstock +38.6%, S&P +7.2%
Sell
Palo Alto Networks, Inc.
Jan 16, 2025
$1,001 - $15,000
After selling, 6 months+16.7 pointsstock −9.5%, S&P +7.2%
Buy
PAR Technology Corporation Common Stock
Jan 17, 2025
$1,001 - $15,000
6 months−26.1%S&P +7.2%
Sell
Quanta Services, Inc. Common Stock
Jan 29, 2025
$1,001 - $15,000
After selling, 6 months−18.4 pointsstock +25.6%, S&P +7.2%
Sell
Quanta Services, Inc. Common Stock
Jan 21, 2025
$1,001 - $15,000
After selling, 6 months−18.4 pointsstock +25.6%, S&P +7.2%
Sell
Regeneron Pharmaceuticals, Inc. - Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months+22.6 pointsstock −15.4%, S&P +7.2%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Jan 28, 2025
$1,001 - $15,000
After selling, 6 months−9.3 pointsstock +16.5%, S&P +7.2%
Sell
Trane Technologies plc
Jan 30, 2025
$1,001 - $15,000
After selling, 6 months−12.6 pointsstock +19.8%, S&P +7.2%
Sell
Trane Technologies plc
Jan 23, 2025
$1,001 - $15,000
After selling, 6 months−12.6 pointsstock +19.8%, S&P +7.2%
Sell
Transdigm Group Incorporated Common Stock
Jan 16, 2025
$1,001 - $15,000
After selling, 6 months+2.5 pointsstock +4.7%, S&P +7.2%
Sell
Uber Technologies, Inc. Common Stock
Jan 23, 2025
$1,001 - $15,000
After selling, 6 months−10.8 pointsstock +18.0%, S&P +7.2%
Sell
Uber Technologies, Inc. Common Stock
Jan 29, 2025
$1,001 - $15,000
After selling, 6 months−10.8 pointsstock +18.0%, S&P +7.2%
Filed Jan 14, 2025·Trades Dec 3, 2024 to Dec 30, 2024·55 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Dec 16, 2024
$1,001 - $15,000
After selling, 6 months−41.8 pointsstock +48.3%, S&P +6.5%
Sell
Ambev S.A. American Depositary Shares
Dec 27, 2024
$1,001 - $15,000
After selling, 6 months−22.8 pointsstock +29.3%, S&P +6.5%
Buy
Block, Inc. Class A Common Stock,
Dec 30, 2024
$1,001 - $15,000
Not yetno closing prices for this company yet
Sell
Cadre Holdings, Inc. Common Stock
Dec 27, 2024
$1,001 - $15,000
After selling, 6 months+11.2 pointsstock −4.7%, S&P +6.5%
Sell
Coca-Cola Company
Dec 16, 2024
$1,001 - $15,000
After selling, 6 months−8.2 pointsstock +14.7%, S&P +6.5%
Sell
COLOPLAST AS SP/ADR
Dec 27, 2024
$1,001 - $15,000
After selling, 6 months+20.0 pointsstock −13.5%, S&P +6.5%
Sell
D.R. Horton, Inc. Common Stock
Dec 16, 2024
$1,001 - $15,000
After selling, 6 months+15.3 pointsstock −8.8%, S&P +6.5%
Sell
Dominion Energy, Inc. Common Stock
Dec 16, 2024
$1,001 - $15,000
After selling, 6 months−4.4 pointsstock +10.9%, S&P +6.5%
Sell
Eaton Corporation, PLC Ordinary Shares
Dec 11, 2024
$1,001 - $15,000
After selling, 6 months−4.8 pointsstock +11.3%, S&P +6.5%
Sell
Eli Lilly and Company Common Stock
Dec 10, 2024
$1,001 - $15,000
After selling, 6 months+2.8 pointsstock +3.7%, S&P +6.5%
Sell
Eli Lilly and Company Common Stock
Dec 9, 2024
$1,001 - $15,000
After selling, 6 months+2.8 pointsstock +3.7%, S&P +6.5%
Sell
Eli Lilly and Company Common Stock
Dec 11, 2024
$1,001 - $15,000
After selling, 6 months+2.8 pointsstock +3.7%, S&P +6.5%
Sell
Eli Lilly and Company Common Stock
Dec 13, 2024
$1,001 - $15,000
After selling, 6 months+2.8 pointsstock +3.7%, S&P +6.5%
Sell
Eli Lilly and Company Common Stock
Dec 12, 2024
$1,001 - $15,000
After selling, 6 months+2.8 pointsstock +3.7%, S&P +6.5%
Sell
Eli Lilly and Company Common Stock
Dec 16, 2024
$1,001 - $15,000
After selling, 6 months+2.8 pointsstock +3.7%, S&P +6.5%
Sell
Eli Lilly and Company Common Stock
Dec 18, 2024
$1,001 - $15,000
After selling, 6 months+2.8 pointsstock +3.7%, S&P +6.5%
Sell
Genmab A/S - American Depositary Shares
Dec 16, 2024
$1,001 - $15,000
After selling, 6 months−1.7 pointsstock +8.2%, S&P +6.5%
Sell
Glacier Bancorp, Inc.
Dec 6, 2024
$1,001 - $15,000
After selling, 6 months+15.4 pointsstock −8.9%, S&P +6.5%
Sell
Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR
Dec 27, 2024
$1,001 - $15,000
After selling, 6 months−20.6 pointsstock +27.1%, S&P +6.5%
Sell
Intuitive Surgical, Inc. - Common Stock
Dec 23, 2024
$1,001 - $15,000
After selling, 6 months+17.1 pointsstock −10.6%, S&P +6.5%
Sell
Microsoft Corporation - Common Stock
Dec 20, 2024
$1,000,001 - $5,000,000
After sellingNot countednot a stock
Sell
Microsoft Corporation - Common Stock
Dec 20, 2024
$1,000,001 - $5,000,000
After sellingNot countednot a stock
Sell
Microsoft Corporation - Common Stock
Dec 20, 2024
$1,000,001 - $5,000,000
After sellingNot countednot a stock
Sell
Microsoft Corporation - Common Stock
Dec 20, 2024
$1,000,001 - $5,000,000
After sellingNot countednot a stock
Buy
Microsoft Corporation - Common Stock
Dec 20, 2024
$1,000,001 - $5,000,000
Not countednot a stock
Buy
Microsoft Corporation - Common Stock
Dec 20, 2024
$1,000,001 - $5,000,000
Not countednot a stock
Buy
Microsoft Corporation - Common Stock
Dec 20, 2024
$1,000,001 - $5,000,000
Not countednot a stock
Buy
Microsoft Corporation - Common Stock
Dec 20, 2024
$1,000,001 - $5,000,000
Not countednot a stock
Sell
NESTLE S.A S/ADR
Dec 16, 2024
$1,001 - $15,000
After selling, 6 months−17.4 pointsstock +23.9%, S&P +6.5%
Sell
NVIDIA Corporation - Common Stock
Dec 19, 2024
$1,001 - $15,000
After selling, 6 months−20.1 pointsstock +26.6%, S&P +6.5%
Sell
Oracle Corporation Common Stock
Dec 18, 2024
$1,001 - $15,000
After selling, 6 months−49.5 pointsstock +56.0%, S&P +6.5%
Sell
Primoris Services Corporation
Dec 6, 2024
$1,001 - $15,000
After selling, 6 months+0.8 pointsstock +5.7%, S&P +6.5%
Sell
Progyny, Inc. - Common Stock
Dec 6, 2024
$1,001 - $15,000
After selling, 6 months+0.5 pointsstock +6.0%, S&P +6.5%
Sell
PT Telekomunikasi Indonesia, Tbk
Dec 16, 2024
$1,001 - $15,000
After selling, 6 months−4.7 pointsstock +11.2%, S&P +6.5%
Sell
Shell PLC American Depositary Shares
Dec 16, 2024
$1,001 - $15,000
After selling, 6 months−1.7 pointsstock +8.2%, S&P +6.5%
Sell
SPX Technologies, Inc. Common Stock
Dec 6, 2024
$1,001 - $15,000
After selling, 6 months−13.0 pointsstock +19.5%, S&P +6.5%
Sell
Synopsys, Inc. - Common Stock
Dec 9, 2024
$1,001 - $15,000
After selling, 6 months−8.8 pointsstock +15.3%, S&P +6.5%
Sell
Texas Roadhouse, Inc. - Common Stock
Dec 6, 2024
$1,001 - $15,000
After selling, 6 months+3.1 pointsstock +3.4%, S&P +6.5%
Buy
Thermon Group Holdings, Inc. Common Stock
Dec 6, 2024
$1,001 - $15,000
6 months−4.3%S&P +6.5%
Sell
Trane Technologies plc
Dec 23, 2024
$1,001 - $15,000
After selling, 6 months−10.1 pointsstock +16.6%, S&P +6.5%
Sell
Trane Technologies plc
Dec 5, 2024
$1,001 - $15,000
After selling, 6 months−10.1 pointsstock +16.6%, S&P +6.5%
Sell
Uber Technologies, Inc. Common Stock
Dec 9, 2024
$1,001 - $15,000
After selling, 6 months−28.7 pointsstock +35.2%, S&P +6.5%
Sell
Uber Technologies, Inc. Common Stock
Dec 18, 2024
$1,001 - $15,000
After selling, 6 months−28.7 pointsstock +35.2%, S&P +6.5%
Sell
UNICHARM CORP S/ADR
Dec 16, 2024
$1,001 - $15,000
After selling, 6 months+21.7 pointsstock −15.2%, S&P +6.5%
Sell
W.W. Grainger, Inc. Common Stock
Dec 12, 2024
$1,001 - $15,000
After selling, 6 months+12.1 pointsstock −5.6%, S&P +6.5%
"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.