$4.8Mraised, 2026 cycle
$12.7Mspent
$12.8Mcash on hand
560trades · $50.9M est.
100%
disclosed on time · 1 late, worst 343d over
Committees
current Congress| Committee | Role | Industry oversight |
|---|---|---|
| House Permanent Select Committee on Intelligence | Minority member | — |
| House Committee on Financial Services | Minority member | financial |
Assignments from unitedstates/congress-legislators (full committees; subcommittees not shown). "Industry oversight" marks committees whose core jurisdiction covers a sector we map traded stocks to; trades below in those sectors carry an oversight badge.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | Sell | $500K – $1M | Joint | Aug 14, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell | $250K – $500K | Joint | Aug 14, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $500K – $1M | Joint | Aug 14, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $250K – $500K | Joint | Aug 14, 2026 | filing ↗ |
| QSR Restaurant Brands International Inc. Common Shares | Buy | $1K – $15K | Joint | Aug 6, 2026 | filing ↗ |
| RSG Republic Services, Inc. Common Stock | Buy | $1K – $15K | Joint | Aug 6, 2026 | filing ↗ |
| AMAT Applied Materials, Inc. - Common Stock | Buy | $1K – $15K | Joint | Aug 6, 2026 | filing ↗ |
| GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock | Buy | $1K – $15K | Joint | Jul 24, 2026 | filing ↗ |
| GOOGM Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock | Buy | $1K – $15K | Joint | Jul 24, 2026 | filing ↗ |
| CCI Crown Castle Inc. Common Stock | Sell | $1K – $15K | Joint | Jul 23, 2026 | filing ↗ |
| GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock | Buy | $1K – $15K | Joint | Jul 23, 2026 | filing ↗ |
| SAIL SailPoint Technologies Holdings, Inc. | Buy | $1K – $15K | Joint | Jul 20, 2026 | filing ↗ |
| NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share | Buy | $1K – $15K | Joint | Jul 20, 2026 | filing ↗ |
| MNST Monster Beverage Corporation - Common Stock | Buy | $1K – $15K | Joint | Jul 17, 2026 | filing ↗ |
| GTLS Chart Industries, Inc. | Sell | $1K – $15K | Joint | Jul 17, 2026 | filing ↗ |
| PANW Palo Alto Networks, Inc. | Buy | $1K – $15K | Joint | Jul 16, 2026 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Sell | $1K – $15K | Joint | Jul 16, 2026 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Jul 15, 2026 | filing ↗ |
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Buy | $1K – $15K | Joint | Jul 15, 2026 | filing ↗ |
| FN Fabrinet Ordinary Shares | Sell | $1K – $15K | Joint | Jul 14, 2026 | filing ↗ |
| NTDOY Nintendo Co Ltd ADR | Sell (partial) | $1K – $15K | Joint | Jun 17, 2026 | filing ↗ |
| INSM Insmed Incorporated - Common Stock | Sell (partial) | $1K – $15K | Joint | Jun 10, 2026 | filing ↗ |
| NVZMY NOVONESIS B UNSP/ADR | Sell | $1K – $15K | Joint | Jun 1, 2026 | filing ↗ |
| NSRGY NESTLE S.A S/ADR | Sell (partial) | $1K – $15K | Joint | Jun 1, 2026 | filing ↗ |
| BKNG Booking Holdings Inc. - Common Stock | Sell | $1K – $15K | Joint | Jun 1, 2026 | filing ↗ |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sell | $1K – $15K | Joint | Jun 1, 2026 | filing ↗ |
| ADC Agree Realty Corporation Common Stock | Sell | $1K – $15K | Joint | Jun 1, 2026 | filing ↗ |
| ABT Abbott Laboratories Common Stock | Sell (partial) | $1K – $15K | Joint | May 27, 2026 | filing ↗ |
| LITE Lumentum Holdings Inc. - Common Stock | Buy | $1K – $15K | Joint | May 22, 2026 | filing ↗ |
| INTU Intuit Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | May 22, 2026 | filing ↗ |
| MU Micron Technology, Inc. - Common Stock | Buy | $1K – $15K | Joint | May 21, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $500K – $1M | Joint | May 19, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $250K – $500K | Joint | May 19, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell | $500K – $1M | Joint | May 19, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell | $250K – $500K | Joint | May 19, 2026 | filing ↗ |
| ADI Analog Devices, Inc. - Common Stock | Buy | $1K – $15K | Joint | May 19, 2026 | filing ↗ |
| TPH Tri Pointe Homes, Inc. Common Stock | Sell | $1K – $15K | Joint | May 15, 2026 | filing ↗ |
| PANW Palo Alto Networks, Inc. | Buy | $1K – $15K | Joint | May 14, 2026 | filing ↗ |
| NSRGY NESTLE S.A S/ADR | Sell (partial) | $1K – $15K | Joint | May 14, 2026 | filing ↗ |
| SNDK Sandisk Corporation - Common Stock When-Issued | Buy | $1K – $15K | Joint | May 7, 2026 | filing ↗ |
| NSRGY NESTLE S.A S/ADR | Sell (partial) | $1K – $15K | Joint | May 5, 2026 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Buy | $1K – $15K | Joint | May 5, 2026 | filing ↗ |
| ABBV AbbVie Inc. Common Stock | Sell | $1K – $15K | Joint | May 5, 2026 | filing ↗ |
| TWLO Twilio Inc. Class A Common Stock | Buy | $1K – $15K | Joint | May 4, 2026 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock oversight | Sell (partial) | $1K – $15K | Joint | May 4, 2026 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock oversight | Sell (partial) | $1K – $15K | Joint | May 4, 2026 | filing ↗ |
| FN Fabrinet Ordinary Shares | Buy | $1K – $15K | Joint | May 1, 2026 | filing ↗ |
| MMM 3M Company Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 28, 2026 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Buy | $1K – $15K | Joint | Apr 27, 2026 | filing ↗ |
| NOW ServiceNow, Inc. Common Stock | Sell | $1K – $15K | Joint | Apr 24, 2026 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 24, 2026 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Buy | $1K – $15K | Joint | Apr 23, 2026 | filing ↗ |
| GS Goldman Sachs Group, Inc. oversight | Buy | $1K – $15K | Joint | Apr 16, 2026 | filing ↗ |
| FCX Freeport-McMoRan, Inc. Common Stock | Buy | $1K – $15K | Joint | Apr 15, 2026 | filing ↗ |
| INTA Intapp, Inc. - Common Stock | Buy | $1K – $15K | Joint | Apr 13, 2026 | filing ↗ |
| IFNNY Infineon Technologies AG | Buy | $1K – $15K | Joint | Apr 13, 2026 | filing ↗ |
| HDB HDFC Bank Limited Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Apr 13, 2026 | filing ↗ |
| VLY Valley National Bancorp | Sell | $1K – $15K | Joint | Apr 9, 2026 | filing ↗ |
| TSCO Tractor Supply Company - Common Stock | Sell | $15K – $50K | Joint | Apr 9, 2026 | filing ↗ |
| SYF Synchrony Financial Common Stock | Sell | $15K – $50K | Joint | Apr 9, 2026 | filing ↗ |
| PFGC Performance Food Group Company Common Stock | Sell | $15K – $50K | Joint | Apr 9, 2026 | filing ↗ |
| MLM Martin Marietta Materials, Inc. Common Stock | Sell | $15K – $50K | Joint | Apr 9, 2026 | filing ↗ |
| MKTX MarketAxess Holdings, Inc. - Common Stock | Sell | $1K – $15K | Joint | Apr 9, 2026 | filing ↗ |
| HD Home Depot, Inc. | Sell | $15K – $50K | Joint | Apr 9, 2026 | filing ↗ |
| GS Goldman Sachs Group, Inc. oversight | Sell | $15K – $50K | Joint | Apr 9, 2026 | filing ↗ |
| F Ford Motor Company Common Stock | Sell | $15K – $50K | Joint | Apr 9, 2026 | filing ↗ |
| DLTR Dollar Tree, Inc. - Common Stock | Sell | $1K – $15K | Joint | Apr 9, 2026 | filing ↗ |
| DRI Darden Restaurants, Inc. Common Stock | Sell | $15K – $50K | Joint | Apr 9, 2026 | filing ↗ |
| T AT&T Inc. | Sell | $1K – $15K | Joint | Apr 9, 2026 | filing ↗ |
| ALLY Ally Financial Inc. Common Stock | Sell | $1K – $15K | Joint | Apr 9, 2026 | filing ↗ |
| NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Buy | $1K – $15K | Joint | Apr 6, 2026 | filing ↗ |
| FWRG First Watch Restaurant Group, Inc. - Common Stock | Buy | $1K – $15K | Joint | Apr 6, 2026 | filing ↗ |
| CBZ CBIZ, Inc. Common Stock | Buy | $1K – $15K | Joint | Apr 6, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $500K – $1M | Joint | Mar 25, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $50K – $100K | Joint | Mar 25, 2026 | filing ↗ |
| FN Fabrinet Ordinary Shares | Buy | $1K – $15K | Joint | Mar 24, 2026 | filing ↗ |
| XNGSY EEN ENERGY HLDGS UNSP/ADR | Sell (partial) | $1K – $15K | Joint | Mar 24, 2026 | filing ↗ |
| CCI Crown Castle Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 24, 2026 | filing ↗ |
| LZB La-Z-Boy Incorporated Common Stock | Sell | $1K – $15K | Joint | Mar 12, 2026 | filing ↗ |
| INTA Intapp, Inc. - Common Stock | Sell | $1K – $15K | Joint | Mar 12, 2026 | filing ↗ |
| IFNNY Infineon Technologies AG | Sell | $1K – $15K | Joint | Mar 12, 2026 | filing ↗ |
| HDB HDFC Bank Limited Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Mar 12, 2026 | filing ↗ |
| ALC Alcon Inc. Ordinary Shares | Sell | $1K – $15K | Joint | Mar 12, 2026 | filing ↗ |
| SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | Buy | $1K – $15K | Joint | Mar 10, 2026 | filing ↗ |
| NOW ServiceNow, Inc. Common Stock | Buy | $1K – $15K | Joint | Mar 6, 2026 | filing ↗ |
| PHR Phreesia, Inc. Common Stock | Sell | $1K – $15K | Joint | Mar 5, 2026 | filing ↗ |
| NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Sell (partial) | $1K – $15K | Joint | Mar 5, 2026 | filing ↗ |
| FWRG First Watch Restaurant Group, Inc. - Common Stock | Sell | $1K – $15K | Joint | Mar 5, 2026 | filing ↗ |
| COLB Columbia Banking System, Inc. - Common Stock | Sell | $1K – $15K | Joint | Mar 5, 2026 | filing ↗ |
| CBZ CBIZ, Inc. Common Stock | Sell | $1K – $15K | Joint | Mar 5, 2026 | filing ↗ |
| APD Air Products and Chemicals, Inc. Common Stock | Buy | $1K – $15K | Joint | Mar 5, 2026 | filing ↗ |
| PANW Palo Alto Networks, Inc. | Sell | $1K – $15K | Joint | Feb 27, 2026 | filing ↗ |
| IFNNY Infineon Technologies AG | Buy | $1K – $15K | Joint | Feb 27, 2026 | filing ↗ |
| FSS Federal Signal Corporation Common Stock | Buy | $1K – $15K | Joint | Feb 26, 2026 | filing ↗ |
| INTU Intuit Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 20, 2026 | filing ↗ |
| V Visa Inc. oversight | Sell (partial) | $1K – $15K | Joint | Feb 18, 2026 | filing ↗ |
| CVNA Carvana Co. Class A Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 18, 2026 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock | Buy | $1K – $15K | Joint | Feb 5, 2026 | filing ↗ |
| GEV GE Vernova Inc. Common Stock | Buy | $1K – $15K | Joint | Feb 5, 2026 | filing ↗ |
| CMI Cummins Inc. Common Stock | Buy | $1K – $15K | Joint | Feb 5, 2026 | filing ↗ |
| MRK Merck & Company, Inc. Common Stock | Buy | $1K – $15K | Joint | Feb 4, 2026 | filing ↗ |
| FICO Fair Isaac Corporation Common Stock | Sell | $1K – $15K | Joint | Feb 4, 2026 | filing ↗ |
| XOM Exxon Mobil Corporation Common Stock | Buy | $1K – $15K | Joint | Feb 4, 2026 | filing ↗ |
| NET Cloudflare, Inc. Class A Common Stock | Sell | $1K – $15K | Joint | Feb 4, 2026 | filing ↗ |
| MNST Monster Beverage Corporation - Common Stock | Buy | $1K – $15K | Joint | Feb 2, 2026 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 2, 2026 | filing ↗ |
| XOM Exxon Mobil Corporation Common Stock | Buy | $1K – $15K | Joint | Feb 2, 2026 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 30, 2026 | filing ↗ |
| NOW ServiceNow, Inc. Common Stock | Sell | $1K – $15K | Joint | Jan 30, 2026 | filing ↗ |
| GILD Gilead Sciences, Inc. - Common Stock | Buy | $1K – $15K | Joint | Jan 27, 2026 | filing ↗ |
| SNDR Schneider National, Inc. Common Stock | Sell | $1K – $15K | Joint | Jan 26, 2026 | filing ↗ |
| NSRGY NESTLE S.A S/ADR | Sell (partial) | $1K – $15K | Joint | Jan 26, 2026 | filing ↗ |
| ICE Intercontinental Exchange Inc. Common Stock oversight | Buy | $1K – $15K | Joint | Jan 26, 2026 | filing ↗ |
| NOW ServiceNow, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 17, 2025 | filing ↗ |
| LNG Cheniere Energy, Inc. Common Stock | Sell | $1K – $15K | Joint | Dec 12, 2025 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 11, 2025 | filing ↗ |
| UTZ Utz Brands Inc Class A Common Stock | Sell | $1K – $15K | Joint | Dec 8, 2025 | filing ↗ |
| APD Air Products and Chemicals, Inc. Common Stock | Sell (partial) | $15K – $50K | Joint | Dec 8, 2025 | filing ↗ |
| SSMXY SYSMEX CORP UNSP/ASDR | Sell (partial) | $1K – $15K | Joint | Dec 5, 2025 | filing ↗ |
| SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | Sell | $1K – $15K | Joint | Dec 5, 2025 | filing ↗ |
| MTHRY M3 INC UNSP/ADR | Sell | $1K – $15K | Joint | Dec 5, 2025 | filing ↗ |
| CVLT Commvault Systems, Inc. - Common Stock | Sell | $1K – $15K | Joint | Dec 5, 2025 | filing ↗ |
| DASTY DASSAULT SYSTEMES SA ADR | Sell (partial) | $1K – $15K | Joint | Nov 21, 2025 | filing ↗ |
| KKR KKR & Co. Inc. Common Stock oversight | Sell | $1K – $15K | Joint | Nov 19, 2025 | filing ↗ |
| HUBS HubSpot, Inc. Common Stock | Sell | $1K – $15K | Joint | Nov 19, 2025 | filing ↗ |
| HD Home Depot, Inc. | Sell | $1K – $15K | Joint | Nov 19, 2025 | filing ↗ |
| FIS Fidelity National Information Services, Inc. Common Stock oversight | Sell | $15K – $50K | Joint | Nov 19, 2025 | filing ↗ |
| EW Edwards Lifesciences Corporation Common Stock | Sell | $1K – $15K | Joint | Nov 19, 2025 | filing ↗ |
| BHP BHP Group Limited American Depositary Shares | Sell | $1K – $15K | Joint | Nov 19, 2025 | filing ↗ |
| CSW CSW Industrials, Inc. Common Stock | Buy | $1K – $15K | Joint | Nov 17, 2025 | filing ↗ |
| MMM 3M Company Common Stock | Sell (partial) | $1K – $15K | Joint | Oct 20, 2025 | filing ↗ |
| NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share | Buy | $1K – $15K | Joint | Oct 17, 2025 | filing ↗ |
| NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Buy | $1K – $15K | Joint | Oct 17, 2025 | filing ↗ |
| ICE Intercontinental Exchange Inc. Common Stock oversight | Sell | $1K – $15K | Joint | Oct 16, 2025 | filing ↗ |
| MTHRY M3 INC UNSP/ADR | Buy | $1K – $15K | Joint | Sep 30, 2025 | filing ↗ |
| BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $1K – $15K | Joint | Sep 23, 2025 | filing ↗ |
| CVLT Commvault Systems, Inc. - Common Stock | Buy | $1K – $15K | Joint | Sep 23, 2025 | filing ↗ |
| TNDM Tandem Diabetes Care, Inc. - Common Stock | Buy | $1K – $15K | Joint | Sep 22, 2025 | filing ↗ |
| SSMXY SYSMEX CORP UNSP/ASDR | Buy | $1K – $15K | Joint | Sep 22, 2025 | filing ↗ |
| NTRA Natera, Inc. - Common Stock | Buy | $1K – $15K | Joint | Sep 22, 2025 | filing ↗ |
| IRT Independence Realty Trust, Inc. Common Stock | Buy | $1K – $15K | Joint | Sep 22, 2025 | filing ↗ |
| DEO Diageo plc Common Stock | Sell | $1K – $15K | Joint | Sep 22, 2025 | filing ↗ |
| TTD The Trade Desk, Inc. - Class A Common Stock | Sell | $1K – $15K | Joint | Sep 11, 2025 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Sep 3, 2025 | filing ↗ |
| NTRA Natera, Inc. - Common Stock | Buy | $1K – $15K | Joint | Aug 22, 2025 | filing ↗ |
| SSMXY SYSMEX CORP UNSP/ASDR | Sell (partial) | $1K – $15K | Joint | Aug 21, 2025 | filing ↗ |
| V Visa Inc. oversight | Sell (partial) | $1K – $15K | Joint | Aug 12, 2025 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Aug 12, 2025 | filing ↗ |
| V Visa Inc. oversight | Sell (partial) | $1K – $15K | Joint | Aug 1, 2025 | filing ↗ |
| WMT Walmart Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Jul 28, 2025 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Jul 25, 2025 | filing ↗ |
| NTRA Natera, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Jul 22, 2025 | filing ↗ |
| ABT Abbott Laboratories Common Stock | Sell (partial) | $1K – $15K | Joint | Jul 18, 2025 | filing ↗ |
| IRT Independence Realty Trust, Inc. Common Stock | Sell | $1K – $15K | Joint | Jul 16, 2025 | filing ↗ |
| V Visa Inc. oversight | Sell (partial) | $1K – $15K | Joint | Jul 14, 2025 | filing ↗ |
| SWTX SpringWorks Therapeutics, Inc. - common stock | Sell | $1K – $15K | Joint | Jul 2, 2025 | filing ↗ |
| V Visa Inc. oversight | Sell (partial) | $1K – $15K | Joint | Jun 26, 2025 | filing ↗ |
| V Visa Inc. oversight | Sell (partial) | $1K – $15K | Joint | Jun 25, 2025 | filing ↗ |
| AVGO Broadcom Inc. - Common Stock | Buy | $1K – $15K | Joint | Jun 25, 2025 | filing ↗ |
| V Visa Inc. oversight | Sell (partial) | $1K – $15K | Joint | Jun 24, 2025 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Buy | $1K – $15K | Joint | Jun 24, 2025 | filing ↗ |
| COP ConocoPhillips Common Stock | Sell (partial) | $1K – $15K | Joint | Jun 24, 2025 | filing ↗ |
| V Visa Inc. oversight | Sell (partial) | $1K – $15K | Joint | Jun 20, 2025 | filing ↗ |
| MCD McDonald's Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Jun 20, 2025 | filing ↗ |
| NET Cloudflare, Inc. Class A Common Stock | Buy | $1K – $15K | Joint | Jun 20, 2025 | filing ↗ |
| CVNA Carvana Co. Class A Common Stock | Buy | $1K – $15K | Joint | Jun 20, 2025 | filing ↗ |
| INSM Insmed Incorporated - Common Stock | Buy | $1K – $15K | Joint | Jun 16, 2025 | filing ↗ |
| CB Chubb Limited Common Stock oversight | Buy | $1K – $15K | Joint | Jun 13, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Jun 5, 2025 | filing ↗ |
| UNP Union Pacific Corporation Common Stock | Sell | $1K – $15K | Joint | Jun 4, 2025 | filing ↗ |
| CRM Salesforce, Inc. Common Stock | Sell | $1K – $15K | Joint | Jun 4, 2025 | filing ↗ |
| PFE Pfizer, Inc. Common Stock | Sell | $1K – $15K | Joint | Jun 3, 2025 | filing ↗ |
| FIS Fidelity National Information Services, Inc. Common Stock oversight | Sell | $1K – $15K | Joint | Jun 3, 2025 | filing ↗ |
| AKAM Akamai Technologies, Inc. - Common Stock | Sell | $1K – $15K | Joint | Jun 3, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Joint | May 29, 2025 | filing ↗ |
| UPS United Parcel Service, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | May 28, 2025 | filing ↗ |
| GLW Corning Incorporated Common Stock | Buy | $1K – $15K | Joint | May 28, 2025 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Buy | $1K – $15K | Joint | May 28, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Joint | May 27, 2025 | filing ↗ |
| ZTO ZTO Express | Sell | $1K – $15K | Joint | May 23, 2025 | filing ↗ |
| SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | Buy | $1K – $15K | Joint | May 23, 2025 | filing ↗ |
| TEL TE Connectivity plc Ordinary Shares | Buy | $1K – $15K | Joint | May 22, 2025 | filing ↗ |
| CRM Salesforce, Inc. Common Stock | Buy | $1K – $15K | Joint | May 22, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1K – $15K | Joint | May 22, 2025 | filing ↗ |
| GLW Corning Incorporated Common Stock | Buy | $1K – $15K | Joint | May 22, 2025 | filing ↗ |
| ASML ASML Holding N.V. - New York Registry Shares | Buy | $1K – $15K | Joint | May 22, 2025 | filing ↗ |
| ABBV AbbVie Inc. Common Stock | Buy | $1K – $15K | Joint | May 22, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1K – $15K | Joint | May 21, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Joint | May 16, 2025 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Buy | $1K – $15K | Joint | May 15, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Joint | May 15, 2025 | filing ↗ |
| UNICY UNICHARM CORP S/ADR | Sell (partial) | $1K – $15K | Joint | May 14, 2025 | filing ↗ |
| GILD Gilead Sciences, Inc. - Common Stock | Sell | $1K – $15K | Joint | May 14, 2025 | filing ↗ |
| FI Fiserv, Inc. Common Stock oversight | Sell | $1K – $15K | Joint | May 14, 2025 | filing ↗ |
| CLPBY COLOPLAST AS SP/ADR | Sell | $1K – $15K | Joint | May 14, 2025 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | May 13, 2025 | filing ↗ |
| GOOG Alphabet Inc. - Class C Capital Stock | Sell (partial) | $1K – $15K | Joint | May 8, 2025 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Buy | $1K – $15K | Joint | May 1, 2025 | filing ↗ |
| RTX RTX Corporation Common Stock | Buy | $1K – $15K | Joint | Apr 23, 2025 | filing ↗ |
| LNG Cheniere Energy, Inc. Common Stock | Buy | $1K – $15K | Joint | Apr 22, 2025 | filing ↗ |
| TPH Tri Pointe Homes, Inc. Common Stock | Buy | $1K – $15K | Joint | Apr 21, 2025 | filing ↗ |
| TTNDY TECHTRONIC INDUS LTD ADR | Buy | $1K – $15K | Joint | Apr 21, 2025 | filing ↗ |
| TLK PT Telekomunikasi Indonesia, Tbk | Buy | $1K – $15K | Joint | Apr 21, 2025 | filing ↗ |
| KKR KKR & Co. Inc. Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Apr 21, 2025 | filing ↗ |
| HD Home Depot, Inc. | Buy | $1K – $15K | Joint | Apr 21, 2025 | filing ↗ |
| DHI D.R. Horton, Inc. Common Stock | Buy | $1K – $15K | Joint | Apr 21, 2025 | filing ↗ |
| UNP Union Pacific Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| USPH U.S. Physical Therapy, Inc. Common Stock | Sell | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| TWLO Twilio Inc. Class A Common Stock | Sell | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| THR Thermon Group Holdings, Inc. Common Stock | Sell | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| TEL TE Connectivity plc Ordinary Shares | Sell | $15K – $50K | Joint | Apr 17, 2025 | filing ↗ |
| SBUX Starbucks Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| CRM Salesforce, Inc. Common Stock | Sell | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| PAR PAR Technology Corporation Common Stock | Sell | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| HLMN Hillman Solutions Corp. - Common Stock | Sell | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| EPAC Enerpac Tool Group Corp. Common Stock | Sell | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| GLW Corning Incorporated Common Stock | Sell | $15K – $50K | Joint | Apr 17, 2025 | filing ↗ |
| CDRE Cadre Holdings, Inc. Common Stock | Sell | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| ASML ASML Holding N.V. - New York Registry Shares | Sell | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| AEIS Advanced Energy Industries, Inc. - Common Stock | Sell | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| ABBV AbbVie Inc. Common Stock | Sell | $1K – $15K | Joint | Apr 17, 2025 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Sell | $1K – $15K | Joint | Apr 16, 2025 | filing ↗ |
| KKR KKR & Co. Inc. Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Apr 14, 2025 | filing ↗ |
| BX Blackstone Inc. Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Apr 14, 2025 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Sell | $1K – $15K | Joint | Apr 14, 2025 | filing ↗ |
| SMNNY SHIMANO INC UNSP/ADR | Sell | $1K – $15K | Joint | Apr 11, 2025 | filing ↗ |
| UMBF UMB Financial Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| UFPI UFP Industries, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| DSGX The Descartes Systems Group Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| TXN Texas Instruments Incorporated - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| TCEHY TENCENT HLDGS UNSP/ADR | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| TEL TE Connectivity plc Ordinary Shares | Sell | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| SSMXY SYSMEX CORP UNSP/ASDR | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| SF Stifel Financial Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| STRL Sterling Infrastructure, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| SBUX Starbucks Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| STAG Stag Industrial, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| SPXC SPX Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| SONY Sony Group Corporation American Depositary Shares | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| SLGN Silgan Holdings Inc. | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| SHEL Shell PLC American Depositary Shares | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| SAP SAP SE ADS | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| RHHBY ROCHE HOLDING LTD S/ADR | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| RIO Rio Tinto Plc Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| RBC RBC Bearings Incorporated Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| PGR Progressive Corporation oversight | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| PAYX Paychex, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| PATK Patrick Industries, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| NOC Northrop Grumman Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| NSC Norfolk Southern Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| NTDOY Nintendo Co Ltd ADR | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| NFLX Netflix, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| NSRGY NESTLE S.A S/ADR | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| META Meta Platforms, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| MCK McKesson Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| MA Mastercard Incorporated Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| MFC Manulife Financial Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| MGY Magnolia Oil & Gas Corporation Class A Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| LOW Lowe's Companies, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| LRLCY L'Oreal Co. American Depositary Shares | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| JNJ Johnson & Johnson Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| INTA Intapp, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| INSM Insmed Incorporated - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| IDA IDACORP, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| HLI Houlihan Lokey, Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| HMN Horace Mann Educators Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| HDB HDFC Bank Limited Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| HLN Haleon plc American Depositary Shares | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| GMED Globus Medical, Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| FMX Fomento Economico Mexicano S.A.B. de C.V. Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| FIS Fidelity National Information Services, Inc. Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| FAST Fastenal Company - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| D Dominion Energy, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| DBSDY DBS GROUP HLDGS LTD S/ADR | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| DASTY DASSAULT SYSTEMES SA ADR | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| CCI Crown Castle Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| GLW Corning Incorporated Common Stock | Sell | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| KO Coca-Cola Company | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| CSCO Cisco Systems, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| CINF Cincinnati Financial Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| CHGCY CHUGAI PHARM UNSP/ADR | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| CVX Chevron Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| SKY Champion Homes, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| CENTA Central Garden & Pet Company - Class A Common Stock Nonvoting | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| CBZ CBIZ, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| CATY Cathay General Bancorp - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| BLK BlackRock, Inc. Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| BHP BHP Group Limited American Depositary Shares | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| BCPC Balchem Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| ATLKY ATLAS COPCO AB A S/ADR | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| ABG Asbury Automotive Group Inc Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| AAPL Apple Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| APPF AppFolio, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| ABCB Ameris Bancorp - Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| GOOG Alphabet Inc. - Class C Capital Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| ALIZY ALLIANZ SE UNSP/ADR | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| APD Air Products and Chemicals, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| ADC Agree Realty Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Apr 9, 2025 | filing ↗ |
| SCHW Charles Schwab Corporation oversight | Buy | $1K – $15K | Joint | Apr 7, 2025 | filing ↗ |
| CHX ChampionX Corporation | Sell | $1K – $15K | Joint | Apr 7, 2025 | filing ↗ |
| MMM 3M Company Common Stock | Buy | $1K – $15K | Joint | Apr 5, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $50K – $100K | Joint | Apr 4, 2025 | filing ↗ |
| FI Fiserv, Inc. Common Stock oversight | Buy | $1K – $15K | Joint | Apr 4, 2025 | filing ↗ |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Buy | $1K – $15K | Joint | Apr 4, 2025 | filing ↗ |
| ITCI Intra-Cellular Therapies Inc. | Sell | $1K – $15K | Joint | Apr 3, 2025 | filing ↗ |
| ABBV AbbVie Inc. Common Stock | Buy | $1K – $15K | Joint | Apr 3, 2025 | filing ↗ |
| BLK BlackRock, Inc. Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Apr 1, 2025 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Apr 1, 2025 | filing ↗ |
| ABBV AbbVie Inc. Common Stock | Buy | $1K – $15K | Joint | Apr 1, 2025 | filing ↗ |
| V Visa Inc. oversight | Buy | $1K – $15K | Joint | Mar 24, 2025 | filing ↗ |
| SPOT Spotify Technology S.A. Ordinary Shares | Sell (partial) | $1K – $15K | Joint | Mar 24, 2025 | filing ↗ |
| TPH Tri Pointe Homes, Inc. Common Stock | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| TTNDY TECHTRONIC INDUS LTD ADR | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| TNDM Tandem Diabetes Care, Inc. - Common Stock | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| SNOW Snowflake Inc. Class A Common Stock | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | Sell (partial) | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| NOW ServiceNow, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| TLK PT Telekomunikasi Indonesia, Tbk | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| PPBI Pacific Premier Bancorp Inc - Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| HD Home Depot, Inc. | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| FLYW Flywire Corporation - Voting Common Stock | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| DAVA Endava plc American Depositary Shares | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| DSCSY DISCO CORP UNSP /ADR | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| DEO Diageo plc Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| DHI D.R. Horton, Inc. Common Stock | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| CHRD Chord Energy Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| AVGO Broadcom Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| AZTA Azenta, Inc. - Common Stock | Sell | $1K – $15K | Joint | Mar 19, 2025 | filing ↗ |
| WMT Walmart Inc. Common Stock | Buy | $1K – $15K | Joint | Mar 17, 2025 | filing ↗ |
| ITCI Intra-Cellular Therapies Inc. | Sell (partial) | $1K – $15K | Joint | Mar 17, 2025 | filing ↗ |
| IFNNY Infineon Technologies AG | Sell (partial) | $1K – $15K | Joint | Mar 14, 2025 | filing ↗ |
| IFNNY Infineon Technologies AG | Sell | $1K – $15K | Joint | Mar 13, 2025 | filing ↗ |
| DASH DoorDash, Inc. - Common Stock | Buy | $1K – $15K | Joint | Mar 13, 2025 | filing ↗ |
| BBVA Banco Bilbao Vizcaya Argentaria S.A. Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 13, 2025 | filing ↗ |
| APP Applovin Corporation - Class A Common Stock | Buy | $1K – $15K | Joint | Mar 13, 2025 | filing ↗ |
| ASML ASML Holding N.V. - New York Registry Shares | Buy | $1K – $15K | Joint | Mar 12, 2025 | filing ↗ |
| WMT Walmart Inc. Common Stock | Buy | $1K – $15K | Joint | Mar 11, 2025 | filing ↗ |
| IBM International Business Machines Corporation Common Stock | Buy | $1K – $15K | Joint | Mar 10, 2025 | filing ↗ |
| FI Fiserv, Inc. Common Stock oversight | Buy | $1K – $15K | Joint | Mar 10, 2025 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 10, 2025 | filing ↗ |
| JNJ Johnson & Johnson Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 7, 2025 | filing ↗ |
| GILD Gilead Sciences, Inc. - Common Stock | Buy | $1K – $15K | Joint | Mar 7, 2025 | filing ↗ |
| APD Air Products and Chemicals, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 7, 2025 | filing ↗ |
| MA Mastercard Incorporated Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Mar 6, 2025 | filing ↗ |
| AAPL Apple Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 6, 2025 | filing ↗ |
| ABT Abbott Laboratories Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 6, 2025 | filing ↗ |
| V Visa Inc. oversight | Buy | $1K – $15K | Joint | Mar 5, 2025 | filing ↗ |
| META Meta Platforms, Inc. - Class A Common Stock | Buy | $1K – $15K | Joint | Mar 5, 2025 | filing ↗ |
| BKNG Booking Holdings Inc. - Common Stock | Buy | $1K – $15K | Joint | Mar 5, 2025 | filing ↗ |
| AAPL Apple Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Mar 5, 2025 | filing ↗ |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Sell (partial) | $1K – $15K | Joint | Mar 4, 2025 | filing ↗ |
| BKNG Booking Holdings Inc. - Common Stock | Buy | $1K – $15K | Joint | Mar 4, 2025 | filing ↗ |
| V Visa Inc. oversight | Buy | $1K – $15K | Joint | Mar 3, 2025 | filing ↗ |
| PYPL PayPal Holdings, Inc. - Common Stock oversight | Sell | $1K – $15K | Joint | Mar 3, 2025 | filing ↗ |
| V Visa Inc. oversight | Buy | $1K – $15K | Joint | Feb 28, 2025 | filing ↗ |
| GS Goldman Sachs Group, Inc. oversight | Sell (partial) | $1K – $15K | Joint | Feb 28, 2025 | filing ↗ |
| FNA Paragon 28, Inc. Common Stock | Sell | $1K – $15K | Joint | Feb 27, 2025 | filing ↗ |
| KKR KKR & Co. Inc. Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Feb 27, 2025 | filing ↗ |
| XYZ Block, Inc. Class A Common Stock, | Sell | $1K – $15K | Joint | Feb 27, 2025 | filing ↗ |
| BX Blackstone Inc. Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Feb 27, 2025 | filing ↗ |
| KKR KKR & Co. Inc. Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Feb 26, 2025 | filing ↗ |
| FI Fiserv, Inc. Common Stock oversight | Buy | $1K – $15K | Joint | Feb 26, 2025 | filing ↗ |
| BX Blackstone Inc. Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Feb 26, 2025 | filing ↗ |
| VRT Vertiv Holdings, LLC Class A Common Stock | Sell | $1K – $15K | Joint | Feb 25, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 24, 2025 | filing ↗ |
| HD Home Depot, Inc. | Sell (partial) | $1K – $15K | Joint | Feb 24, 2025 | filing ↗ |
| AAPL Apple Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 24, 2025 | filing ↗ |
| SPOT Spotify Technology S.A. Ordinary Shares | Sell (partial) | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| SNOW Snowflake Inc. Class A Common Stock | Buy | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| PAYX Paychex, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| NTDOY Nintendo Co Ltd ADR | Sell (partial) | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| IFNNY Infineon Technologies AG | Sell (partial) | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| FI Fiserv, Inc. Common Stock oversight | Buy | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| DASTY DASSAULT SYSTEMES SA ADR | Sell (partial) | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| CSCO Cisco Systems, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| SCHW Charles Schwab Corporation oversight | Sell (partial) | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| AAPL Apple Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 21, 2025 | filing ↗ |
| ICFI ICF International, Inc. - Common Stock | Sell | $1K – $15K | Joint | Feb 19, 2025 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 19, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 14, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $1M – $5M | Joint | Feb 14, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell | $1M – $5M | Joint | Feb 14, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell | $250K – $500K | Joint | Feb 14, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell | $500K – $1M | Joint | Feb 14, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1M – $5M | Joint | Feb 14, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1M – $5M | Joint | Feb 14, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $500K – $1M | Joint | Feb 14, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1M – $5M | Joint | Feb 14, 2025 | filing ↗ |
| V Visa Inc. oversight | Buy | $1K – $15K | Joint | Feb 13, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 13, 2025 | filing ↗ |
| PYPL PayPal Holdings, Inc. - Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Feb 13, 2025 | filing ↗ |
| DHI D.R. Horton, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 13, 2025 | filing ↗ |
| ABT Abbott Laboratories Common Stock | Buy | $1K – $15K | Joint | Feb 13, 2025 | filing ↗ |
| SHOP Shopify Inc. Class A Subordinate Voting Shares | Buy | $1K – $15K | Joint | Feb 12, 2025 | filing ↗ |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Buy | $1K – $15K | Joint | Feb 12, 2025 | filing ↗ |
| XNGSY EEN ENERGY HLDGS UNSP/ADR | Sell (partial) | $1K – $15K | Joint | Feb 10, 2025 | filing ↗ |
| DSCSY DISCO CORP UNSP /ADR | Buy | $1K – $15K | Joint | Feb 10, 2025 | filing ↗ |
| XNGSY EEN ENERGY HLDGS UNSP/ADR | Sell (partial) | $1K – $15K | Joint | Feb 7, 2025 | filing ↗ |
| DSCSY DISCO CORP UNSP /ADR | Buy | $1K – $15K | Joint | Feb 7, 2025 | filing ↗ |
| ABEV Ambev S.A. American Depositary Shares | Sell | $1K – $15K | Joint | Feb 7, 2025 | filing ↗ |
| TWLO Twilio Inc. Class A Common Stock | Buy | $1K – $15K | Joint | Feb 6, 2025 | filing ↗ |
| PYPL PayPal Holdings, Inc. - Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Feb 6, 2025 | filing ↗ |
| AVGO Broadcom Inc. - Common Stock | Buy | $1K – $15K | Joint | Feb 6, 2025 | filing ↗ |
| ABEV Ambev S.A. American Depositary Shares | Sell (partial) | $1K – $15K | Joint | Feb 6, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Joint | Feb 5, 2025 | filing ↗ |
| TDG Transdigm Group Incorporated Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 4, 2025 | filing ↗ |
| WMT Walmart Inc. Common Stock | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| UNP Union Pacific Corporation Common Stock | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| Starbucks Corporation - Common | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| SHOP Shopify Inc. Class A Subordinate Voting Shares | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| XYZ Block, Inc. Class A Common Stock, | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| AAPL Apple Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| V Visa Inc. oversight | Buy | $1K – $15K | Joint | Jan 31, 2025 | filing ↗ |
| TWLO Twilio Inc. Class A Common Stock | Buy | $1K – $15K | Joint | Jan 31, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Joint | Jan 31, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 31, 2025 | filing ↗ |
| MA Mastercard Incorporated Common Stock oversight | Buy | $1K – $15K | Joint | Jan 31, 2025 | filing ↗ |
| ICFI ICF International, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 31, 2025 | filing ↗ |
| ANET Arista Networks, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 31, 2025 | filing ↗ |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Buy | $1K – $15K | Joint | Jan 31, 2025 | filing ↗ |
| V Visa Inc. oversight | Buy | $1K – $15K | Joint | Jan 30, 2025 | filing ↗ |
| TT Trane Technologies plc | Sell (partial) | $1K – $15K | Joint | Jan 30, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Joint | Jan 30, 2025 | filing ↗ |
| MA Mastercard Incorporated Common Stock oversight | Buy | $1K – $15K | Joint | Jan 30, 2025 | filing ↗ |
| GLW Corning Incorporated Common Stock | Buy | $1K – $15K | Joint | Jan 30, 2025 | filing ↗ |
| MMM 3M Company Common Stock | Buy | $1K – $15K | Joint | Jan 30, 2025 | filing ↗ |
| UNP Union Pacific Corporation Common Stock | Buy | $1K – $15K | Joint | Jan 29, 2025 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 29, 2025 | filing ↗ |
| CRM Salesforce, Inc. Common Stock | Buy | $1K – $15K | Joint | Jan 29, 2025 | filing ↗ |
| PWR Quanta Services, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 29, 2025 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 29, 2025 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 29, 2025 | filing ↗ |
| ETN Eaton Corporation, PLC Ordinary Shares | Sell (partial) | $1K – $15K | Joint | Jan 29, 2025 | filing ↗ |
| AVGO Broadcom Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 29, 2025 | filing ↗ |
| ABT Abbott Laboratories Common Stock | Buy | $1K – $15K | Joint | Jan 29, 2025 | filing ↗ |
| V Visa Inc. oversight | Buy | $1K – $15K | Joint | Jan 28, 2025 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Joint | Jan 28, 2025 | filing ↗ |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Sell (partial) | $1K – $15K | Joint | Jan 28, 2025 | filing ↗ |
| ORCL Oracle Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 28, 2025 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 28, 2025 | filing ↗ |
| AVGO Broadcom Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 28, 2025 | filing ↗ |
| ANET Arista Networks, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 28, 2025 | filing ↗ |
| ABT Abbott Laboratories Common Stock | Buy | $1K – $15K | Joint | Jan 28, 2025 | filing ↗ |
| MRK Merck & Company, Inc. Common Stock | Sell | $15K – $50K | Joint | Jan 27, 2025 | filing ↗ |
| MELI MercadoLibre, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 27, 2025 | filing ↗ |
| GBOOY Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR | Buy | $1K – $15K | Joint | Jan 27, 2025 | filing ↗ |
| FICO Fair Isaac Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 27, 2025 | filing ↗ |
| GLW Corning Incorporated Common Stock | Buy | $1K – $15K | Joint | Jan 27, 2025 | filing ↗ |
| CLPBY COLOPLAST AS SP/ADR | Buy | $1K – $15K | Joint | Jan 27, 2025 | filing ↗ |
| CDRE Cadre Holdings, Inc. Common Stock | Buy | $1K – $15K | Joint | Jan 27, 2025 | filing ↗ |
| ABEV Ambev S.A. American Depositary Shares | Buy | $1K – $15K | Joint | Jan 27, 2025 | filing ↗ |
| V Visa Inc. oversight | Buy | $1K – $15K | Joint | Jan 24, 2025 | filing ↗ |
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | Sell | $1K – $15K | Joint | Jan 24, 2025 | filing ↗ |
| JNJ Johnson & Johnson Common Stock | Buy | $1K – $15K | Joint | Jan 24, 2025 | filing ↗ |
| ITCI Intra-Cellular Therapies Inc. | Sell (partial) | $1K – $15K | Joint | Jan 24, 2025 | filing ↗ |
| V Visa Inc. oversight | Buy | $1K – $15K | Joint | Jan 23, 2025 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 23, 2025 | filing ↗ |
| TT Trane Technologies plc | Sell (partial) | $1K – $15K | Joint | Jan 23, 2025 | filing ↗ |
| TEL TE Connectivity plc Ordinary Shares | Buy | $1K – $15K | Joint | Jan 23, 2025 | filing ↗ |
| ETN Eaton Corporation, PLC Ordinary Shares | Sell (partial) | $1K – $15K | Joint | Jan 23, 2025 | filing ↗ |
| WMT Walmart Inc. Common Stock | Buy | $1K – $15K | Joint | Jan 22, 2025 | filing ↗ |
| ORCL Oracle Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 22, 2025 | filing ↗ |
| NFLX Netflix, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 22, 2025 | filing ↗ |
| PWR Quanta Services, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 21, 2025 | filing ↗ |
| ORCL Oracle Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 21, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 21, 2025 | filing ↗ |
| JNJ Johnson & Johnson Common Stock | Buy | $1K – $15K | Joint | Jan 21, 2025 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 21, 2025 | filing ↗ |
| KO Coca-Cola Company | Buy | $1K – $15K | Joint | Jan 21, 2025 | filing ↗ |
| MMM 3M Company Common Stock | Buy | $1K – $15K | Joint | Jan 21, 2025 | filing ↗ |
| PAR PAR Technology Corporation Common Stock | Buy | $1K – $15K | Joint | Jan 17, 2025 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 17, 2025 | filing ↗ |
| INTA Intapp, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 17, 2025 | filing ↗ |
| UNICY UNICHARM CORP S/ADR | Buy | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| TDG Transdigm Group Incorporated Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| SHEL Shell PLC American Depositary Shares | Buy | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| TLK PT Telekomunikasi Indonesia, Tbk | Buy | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| PANW Palo Alto Networks, Inc. | Sell (partial) | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| NSRGY NESTLE S.A S/ADR | Buy | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| META Meta Platforms, Inc. - Class A Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| MA Mastercard Incorporated Common Stock oversight | Sell (partial) | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| JNJ Johnson & Johnson Common Stock | Buy | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| GMAB Genmab A/S - American Depositary Shares | Buy | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| D Dominion Energy, Inc. Common Stock | Buy | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| DHI D.R. Horton, Inc. Common Stock | Buy | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| KO Coca-Cola Company | Buy | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| BRK.B Berkshire Hathaway Inc. New Common Stock oversight | Buy | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| GOOG Alphabet Inc. - Class C Capital Stock | Sell (partial) | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Buy | $1K – $15K | Joint | Jan 16, 2025 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 10, 2025 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | Jan 8, 2025 | filing ↗ |
| GS Goldman Sachs Group, Inc. | Buy | $1K – $15K | Joint | Dec 30, 2024 | filing ↗ |
| SQ Block, Inc. Class A Common Stock, | Buy | $1K – $15K | Joint | Dec 30, 2024 | filing ↗ |
| GBOOY Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR | Sell | $1K – $15K | Joint | Dec 27, 2024 | filing ↗ |
| CLPBY COLOPLAST AS SP/ADR | Sell | $1K – $15K | Joint | Dec 27, 2024 | filing ↗ |
| CDRE Cadre Holdings, Inc. Common Stock | Sell | $1K – $15K | Joint | Dec 27, 2024 | filing ↗ |
| ABEV Ambev S.A. American Depositary Shares | Sell (partial) | $1K – $15K | Joint | Dec 27, 2024 | filing ↗ |
| TT Trane Technologies plc | Sell (partial) | $1K – $15K | Joint | Dec 23, 2024 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 23, 2024 | filing ↗ |
| WMT Walmart Inc. Common Stock | Buy | $1K – $15K | Joint | Dec 20, 2024 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1M – $5M | Joint | Dec 20, 2024 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1M – $5M | Joint | Dec 20, 2024 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1M – $5M | Joint | Dec 20, 2024 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $1M – $5M | Joint | Dec 20, 2024 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell | $1M – $5M | Joint | Dec 20, 2024 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell | $1M – $5M | Joint | Dec 20, 2024 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell | $1M – $5M | Joint | Dec 20, 2024 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Sell | $1M – $5M | Joint | Dec 20, 2024 | filing ↗ |
| WMT Walmart Inc. Common Stock | Buy | $1K – $15K | Joint | Dec 19, 2024 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 19, 2024 | filing ↗ |
| AAPL Apple Inc. - Common Stock | Buy | $1K – $15K | Joint | Dec 19, 2024 | filing ↗ |
| WMT Walmart Inc. Common Stock | Buy | $1K – $15K | Joint | Dec 18, 2024 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 18, 2024 | filing ↗ |
| ORCL Oracle Corporation Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 18, 2024 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 18, 2024 | filing ↗ |
| UNICY UNICHARM CORP S/ADR | Sell | $1K – $15K | Joint | Dec 16, 2024 | filing ↗ |
| SHEL Shell PLC American Depositary Shares | Sell (partial) | $1K – $15K | Joint | Dec 16, 2024 | filing ↗ |
| TLK PT Telekomunikasi Indonesia, Tbk | Sell | $1K – $15K | Joint | Dec 16, 2024 | filing ↗ |
| NSRGY NESTLE S.A S/ADR | Sell (partial) | $1K – $15K | Joint | Dec 16, 2024 | filing ↗ |
| GMAB Genmab A/S - American Depositary Shares | Sell | $1K – $15K | Joint | Dec 16, 2024 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 16, 2024 | filing ↗ |
| D Dominion Energy, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 16, 2024 | filing ↗ |
| DHI D.R. Horton, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 16, 2024 | filing ↗ |
| KO Coca-Cola Company | Sell | $1K – $15K | Joint | Dec 16, 2024 | filing ↗ |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sell | $1K – $15K | Joint | Dec 16, 2024 | filing ↗ |
| UNP Union Pacific Corporation Common Stock | Buy | $1K – $15K | Joint | Dec 13, 2024 | filing ↗ |
| CRM Salesforce, Inc. Common Stock | Buy | $1K – $15K | Joint | Dec 13, 2024 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 13, 2024 | filing ↗ |
| GWW W.W. Grainger, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 12, 2024 | filing ↗ |
| JNJ Johnson & Johnson Common Stock | Buy | $1K – $15K | Joint | Dec 12, 2024 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 12, 2024 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 11, 2024 | filing ↗ |
| ETN Eaton Corporation, PLC Ordinary Shares | Sell (partial) | $1K – $15K | Joint | Dec 11, 2024 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 10, 2024 | filing ↗ |
| UBER Uber Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 9, 2024 | filing ↗ |
| SNPS Synopsys, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 9, 2024 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 9, 2024 | filing ↗ |
| THR Thermon Group Holdings, Inc. Common Stock | Buy | $1K – $15K | Joint | Dec 6, 2024 | filing ↗ |
| TXRH Texas Roadhouse, Inc. - Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 6, 2024 | filing ↗ |
| SPXC SPX Technologies, Inc. Common Stock | Sell (partial) | $1K – $15K | Joint | Dec 6, 2024 | filing ↗ |
| PGNY Progyny, Inc. - Common Stock | Sell | $1K – $15K | Joint | Dec 6, 2024 | filing ↗ |
| PRIM Primoris Services Corporation | Sell (partial) | $1K – $15K | Joint | Dec 6, 2024 | filing ↗ |
| GBCI Glacier Bancorp, Inc. | Sell (partial) | $1K – $15K | Joint | Dec 6, 2024 | filing ↗ |
| CDRE Cadre Holdings, Inc. Common Stock | Buy | $1K – $15K | Joint | Dec 6, 2024 | filing ↗ |
| TT Trane Technologies plc | Sell (partial) | $1K – $15K | Joint | Dec 5, 2024 | filing ↗ |
| TSLA Tesla, Inc. - Common Stock | Buy | $1K – $15K | Joint | Dec 3, 2024 | filing ↗ |
| ICE Intercontinental Exchange Inc. Common Stock | Buy | $1K – $15K | Joint | Mar 18, 2024 | 343d late filing ↗ |
Campaign committees
| Committee | Role | Raised | Spent | Cash on hand | Through |
|---|---|---|---|---|---|
| JOSH FOR JERSEY | Principal campaign | $4.8M | $12.7M | $12.8M | Jun 30, 2026 |
The raised / spent / cash-on-hand tiles above cover the member's own campaign (principal and authorized committees). Joint fundraising committees, leadership PACs, and party committees are listed here but not added into the tiles: joint committees pass their money on to the campaign, so counting both would double it.