Mark W Menezes
Spotify Technology × 5 BYND × 4 ETSY × 4 Shopify Inc. × 3 AMZN × 3 SWVXX × 3 view in graph
38trades · $304K est.
39%
disclosed on time · 23 late, worst 38d over
$7.2Mest. assets · Termination
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| SPLK Splunk, Inc. | Sell | $1K – $15K | Self | Jan 15, 2021 | filing ↗ |
| FB Facebook, Inc. | Buy | $1K – $15K | Self | Jan 15, 2021 | filing ↗ |
| FB Facebook, Inc. | Buy | $1K – $15K | Self | Jan 14, 2021 | filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | Jan 13, 2021 | filing ↗ |
| CRM salesforce.com, inc. | Buy | $1K – $15K | Self | Dec 9, 2020 | 30d late filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | Dec 9, 2020 | 30d late filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | Dec 4, 2020 | 35d late filing ↗ |
| CRM salesforce.com, inc. | Buy | $1K – $15K | Self | Dec 3, 2020 | 36d late filing ↗ |
| Shopify Inc. | Buy | $1K – $15K | Self | Nov 16, 2020 | 11d late filing ↗ |
| BYND Beyond Meat, Inc. | Sell | $1K – $15K | Self | Nov 10, 2020 | 17d late filing ↗ |
| GlaxoSmithKline PLC Sponsored ADR | Buy | $1K – $15K | Self | Sep 29, 2020 | filing ↗ |
| Spotify Technology | Buy | $1K – $15K | Self | Sep 28, 2020 | filing ↗ |
| SBUX Starbucks Corp. | Buy | $1K – $15K | Self | Sep 21, 2020 | filing ↗ |
| Spotify Technology | Buy | $1K – $15K | Self | Sep 21, 2020 | filing ↗ |
| SWVXX Schwab Value Advantage Money Fund Investor Class Shares | Sell | $1K – $15K | Self | Sep 17, 2020 | filing ↗ |
| PYPL PayPal Holdings, Inc. | Buy | $1K – $15K | Self | Sep 16, 2020 | filing ↗ |
| ETSY Etsy, Inc. | Buy | $1K – $15K | Self | Sep 16, 2020 | filing ↗ |
| Shopify Inc. | Buy | $1K – $15K | Self | Sep 16, 2020 | filing ↗ |
| Shopify Inc. | Buy | $1K – $15K | Self | Sep 8, 2020 | 4d late filing ↗ |
| SWVXX Schwab Value Advantage Money Fund Investor Class Shares | Sell | $1K – $15K | Self | Aug 28, 2020 | 15d late filing ↗ |
| ETSY Etsy, Inc. | Buy | $1K – $15K | Self | Aug 28, 2020 | 15d late filing ↗ |
| ETSY Etsy, Inc. | Buy | $1K – $15K | Self | Aug 27, 2020 | 16d late filing ↗ |
| BYND Beyond Meat, Inc. | Buy | $1K – $15K | Self | Aug 18, 2020 | 25d late filing ↗ |
| Morgan Stanley | Buy | $1K – $15K | Self | Aug 17, 2020 | 26d late filing ↗ |
| LLY Eli Lilly & Co. | Buy | $1K – $15K | Self | Aug 13, 2020 | 30d late filing ↗ |
| FSLY Fastly, Inc. | Buy | $1K – $15K | Self | Aug 12, 2020 | 31d late filing ↗ |
| SWVXX Schwab Value Advantage Money Fund Investor Class Shares | Sell | $1K – $15K | Self | Aug 7, 2020 | 36d late filing ↗ |
| ROKU Roku, Inc. | Buy | $1K – $15K | Self | Aug 6, 2020 | 37d late filing ↗ |
| ETSY Etsy, Inc. | Buy | $1K – $15K | Self | Aug 6, 2020 | 37d late filing ↗ |
| TDOC Teladoc Health, Inc. | Buy | $1K – $15K | Self | Aug 5, 2020 | 38d late filing ↗ |
| BYND Beyond Meat, Inc. | Buy | $1K – $15K | Self | Aug 5, 2020 | 38d late filing ↗ |
| Spotify Technology | Buy | $1K – $15K | Self | Aug 5, 2020 | 38d late filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1K – $15K | Self | Aug 3, 2020 | filing ↗ |
| Spotify Technology | Buy | $1K – $15K | Self | Aug 3, 2020 | filing ↗ |
| Spotify Technology | Buy | $1K – $15K | Self | Jul 31, 2020 | filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1K – $15K | Self | Jul 20, 2020 | 7d late filing ↗ |
| BYND Beyond Meat, Inc. | Buy | $1K – $15K | Self | Jul 20, 2020 | 7d late filing ↗ |
| SBUX Starbucks Corp. | Buy | $1K – $15K | Self | Jul 20, 2020 | 7d late filing ↗ |
Asset holdings
Termination · filed —All positions
65 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Hunton Andrews Kurth, LLP 401(k) - Administered by Fidelity | Self | — | — |
| Fidelity Puritan Fund Class K FPUKX | Self | $1M – $5M | — |
| IRA #1 | Self | — | — |
| Fidelity Government Cash Reserves FDRXX | Self | $100K – $250K | — |
| American Funds Investment Company of America Class A AIVSX | Self | $100K – $250K | — |
| American Funds New World Fund Class A NEWFX | Self | $15K – $50K | — |
| Fidelity Capital & Income Fund FAGIX | Self | $50K – $100K | — |
| Fidelity Short-Term Bond Fund FSHBX | Self | $250K – $500K | — |
| Fidelity High Income Fund SPHIX | Self | $50K – $100K | — |
| UBS Global Allocation Fund Class A BNGLX | Self | $15K – $50K | — |
| Novartis AG (ADR) NVS | Self | $1K – $15K | — |
| Old Dominion Freight Line ODFL | Self | $15K – $50K | — |
| Patterson Companies, Inc. PDCO | Self | $1K – $15K | — |
| IRA #2 | Self | — | — |
| U.S. Brokerage Account (Cash) | Self | $15K – $50K | — |
| Amgen Inc. | Self | $1K – $15K | — |
| Costco Wholesale Corp | Self | $15K – $50K | — |
| Delta Air Lines Inc. | Self | $1K – $15K | — |
| Glaxosmithkline PLC ADR | Self | $1K – $15K | — |
| Merck & Co. | Self | $1K – $15K | — |
| Netflix Inc. | Self | $50K – $100K | — |
| Square Inc. Class A | Self | $50K – $100K | — |
| TJX Companies Inc. | Self | $15K – $50K | — |
| Twitter Inc. | Self | $15K – $50K | — |
| Union Pacific Corp. | Self | $1K – $15K | — |
| United Parcel SRVC Class B | Self | $1K – $15K | — |
| Walt Disney Co | Self | $1K – $15K | — |
| Workday Inc. | Self | $1K – $15K | — |
| SPDR S&P Emerging Markets ETF | Self | $1K – $15K | — |
| Schwab Value Advantage Fund | Self | $15K – $50K | — |
| Zoom Video Communications | Self | $15K – $50K | — |
| Starbucks Corp SBUX | Self | $15K – $50K | — |
| Amazon.com, Inc. AMZN | Self | $1K – $15K | — |
| Etsy, Inc. ETSY | Self | $15K – $50K | — |
| Facebook, Inc. FB | Self | $1K – $15K | — |
| PayPal Holdings, Inc. PYPL | Self | $1K – $15K | — |
| Roku, Inc. ROKU | Self | $1K – $15K | — |
| salesforce.com, inc. CRM | Self | $1K – $15K | — |
| Shopify | Self | $1K – $15K | — |
| Spotify Technology | Self | $15K – $50K | — |
| Teladoc, Inc. | Self | $1K – $15K | — |
| Schwab Municipal Money Fund Investor Class Shares SWTXX | Self | $1K – $15K | — |
| Beyond Meat, Inc. BYND | Self | $1K – $15K | — |
| Language Interpretation Services - Sole Proprietorship | Spouse | Under $1K | Fees · $0 |
| U.S. bank account #1 (cash) | — | $50K – $100K | Interest |
| U.S. brokerage account #1 | — | — | — |
| U.S. bank deposit program (cash) | — | $1K – $15K | — |
| CVS Health Corp | — | $1K – $15K | Dividends Capital Gains |
| Facebook, Inc. - Class A Common Stock | — | $1K – $15K | — |
| U.S. bank account #2 (cash) | — | $1K – $15K | Interest |
| Fidelity Variable Annuity | — | — | — |
| Fidelity VIP Government Money Market FTNJC | — | $1K – $15K | — |
| U.S. bank account #3 (cash) | — | $1K – $15K | — |
| American Equity Investment Life Insurance Company - Fixed Annuity | — | $100K – $250K | — |
| Residential Rental Real Estate (Washington, DC) | — | $250K – $500K | Rent or Royalties · $50K – $100K |
| Residential Rental Real Estate (Arlington, VA) | — | $250K – $500K | Rent or Royalties · $50K – $100K |
| Residential Rental Real Estate (Falls Church, VA) | — | $500K – $1M | Rent or Royalties · $50K – $100K |
| Health Savings Account (HSA) administered by FPS Trust Company/HSA Administration | — | — | — |
| Vanguard LifeStrategy Growth Fund Investor Shares VASGX | — | $15K – $50K | — |
| Midland National Life Insurance Company - Universal Life Insurance Policy | — | $250K – $500K | — |
| U.S. brokerage account #2 | — | — | — |
| Fidelity Government Money Market Fund SPAXX | — | $1K – $15K | — |
| Mondelez International Inc MDLZ | — | $1K – $15K | — |
| U.S. bank account #4 (cash) | — | $1K – $15K | — |
| Residential Investment Real Estate (Washington, D.C.) | — | $250K – $500K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.