Congressional Trades
U.S. House · PA08

Rob Bresnahan

645

Trades

277

Purchases

368

Sales

21

Filings

Disclosed Transactions

DateTypeSecurityOwnerAmount
02/20/2026Purchase
—Parkland, PA School District Municipal BondGovernment security
Self$50,001 - $100,000
03/06/2026Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. Pennsylvania State Turnpike Commission BondGovernment security
Self$50,001 - $100,000
02/03/2026Purchase
—Philadelphia, PA Municipal BondGovernment security
Self$50,001 - $100,000
02/03/2026Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. US Treasury Note 01/31/27Government security
Self$1,001 - $15,000
07/01/2026Purchase
—US Treasury Note 06/30/27Government security
Self$15,001 - $50,000
03/31/2025Partial Sale
AVGO2 Broadcom Inc. - Common StockStock
Self$1,001 - $15,000
03/31/2025Purchase
—4 PA ST HGR EDUCTNL FACS AUTH REV UNIVOF PA HEAGovernment security
Self$50,001 - $100,000
03/31/2025Sale
TSLA2 Tesla, Inc. - Common StockStock
Self$1,001 - $15,000
03/31/2025Purchase
TXN2 Texas Instruments Incorporated - Common StockStock
Self$1,001 - $15,000
01/30/2025Purchase
BABA2 Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Self$1,001 - $15,000
01/30/2025Sale
MSFTJoint Ownership LPL Account Microsoft Corporation - Common StockStock
Self$1,001 - $15,000
01/30/2025Sale
MSFT2 Microsoft Corporation - Common StockStock
Self$1,001 - $15,000
05/29/2025Sale
ANETLPL Account I Arista Networks, Inc. Common StockStock
Self$1,001 - $15,000
05/29/2025Purchase
NVDA2 NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
05/29/2025Sale
OKTA2 Okta, Inc. - Class A Common StockStock
Self$1,001 - $15,000
05/29/2025Purchase
VEEV2 Veeva Systems Inc. Class A Common StockStock
Self$1,001 - $15,000
01/29/2025Purchase
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Self$1,001 - $15,000
01/29/2025Purchase
BABA2 Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Self$1,001 - $15,000
01/29/2025Purchase
BABA2 Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Self$1,001 - $15,000
01/29/2025Sale
CRDOJoint Ownership LPL Account Credo Technology Group Holding Ltd - Ordinary SharesStock
Self$1,001 - $15,000
01/29/2025Sale
CRDO2 Credo Technology Group Holding Ltd - Ordinary SharesStock
Self$1,001 - $15,000
01/29/2025Sale
CRDO2 Credo Technology Group Holding Ltd - Ordinary SharesStock
Self$1,001 - $15,000
01/29/2025Sale
MANHJoint Ownership LPL Account Manhattan Associates, Inc. - Common StockStock
Self$1,001 - $15,000
01/29/2025Sale
MANH2 Manhattan Associates, Inc. - Common StockStock
Self$1,001 - $15,000
01/29/2025Sale
MANHManhattan Associates, Inc. - Common StockStock
Self$1,001 - $15,000
01/29/2025Sale
METAJoint Ownership LPL Account Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/29/2025Sale
META2 Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/29/2025Sale
NVDA2 NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
01/29/2025Sale
NVDA2 NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
01/29/2025Sale
HOODJoint Ownership LPL Account Robinhood Markets, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/29/2025Sale
HOOD2 Robinhood Markets, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/29/2025Sale
HOOD2 Robinhood Markets, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/28/2025Purchase
TEAMJoint Ownership LPL Account Atlassian Corporation - Class A Common StockStock
Self$1,001 - $15,000
01/28/2025Purchase
TEAM2 Atlassian Corporation - Class A Common StockStock
Self$1,001 - $15,000
01/28/2025Purchase
TEAM2 Atlassian Corporation - Class A Common StockStock
Self$1,001 - $15,000
01/28/2025Sale
AVGOJoint Ownership LPL Account Broadcom Inc. - Common StockStock
Self$1,001 - $15,000
01/28/2025Purchase
CRWD2 CrowdStrike Holdings, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/28/2025Purchase
CRWD2 CrowdStrike Holdings, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/28/2025Purchase
CRWDJoint Ownership LPL Account CrowdStrike Holdings, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/28/2025Partial Sale
NVDAJoint Ownership LPL Account NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
01/28/2025Purchase
ZMJoint Ownership LPL Account Zoom Communications, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/28/2025Purchase
ZM2 Zoom Communications, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/28/2025Purchase
ZM2 Zoom Communications, Inc. - Class A Common StockStock
Self$1,001 - $15,000
03/27/2025Sale
—ALLEGHENY CNTY PA HOSP DEV AUTH REF-UNIV PITTSBURGH MED CNTRGovernment security
Self$100,001 - $250,000
02/27/2025Sale
ALABJP Morgan Brokerage Account Astera Labs, Inc. - Common StockStock
Self$1,001 - $15,000
02/27/2025Sale
ORCLJP Morgan Brokerage Account Oracle Corporation Common StockStock
Self$1,001 - $15,000
02/27/2025Sale
TSLA2 Tesla, Inc. - Common StockStock
Self$1,001 - $15,000
03/26/2025Purchase
IBMInternational Business Machines Corporation Common StockStock
Self$1,001 - $15,000
03/26/2025Purchase
TXN2 Texas Instruments Incorporated - Common StockStock
Self$1,001 - $15,000
02/26/2025Sale
APP2 Applovin Corporation - Class A Common StockStock
Self$1,001 - $15,000
02/26/2025Purchase
INTC2 Intel Corporation - Common StockStock
Self$1,001 - $15,000
02/26/2025Purchase
NVDA2 NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
02/26/2025Sale
PLTR2 Palantir Technologies Inc. - Class A Common StockStock
Self$1,001 - $15,000
02/26/2025Purchase
SNOW2 Snowflake Inc. Class A Common StockStock
Self$1,001 - $15,000
02/26/2025Purchase
TTDJP Morgan Brokerage Account The Trade Desk, Inc. - Class A Common StockStock
Self$1,001 - $15,000
11/25/2025Sale
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. Souderton, PA Municipal BondGovernment security
Self$50,001 - $100,000
06/25/2025Sale
ZM2 Zoom Communications, Inc. - Class A Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
AOSA.O. Smith Corporation Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
ABBVJP Morgan Brokerage Account AbbVie Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
ADBEJP Morgan Brokerage Account Adobe Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
ABNBJP Morgan Brokerage Account Airbnb, Inc. - Class A Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
AREJP Morgan Brokerage Account Alexandria Real Estate Equities, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
BABAJP Morgan Brokerage Account Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Self$1,001 - $15,000
02/25/2025Purchase
ALGN2 Align Technology, Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
APPJP Morgan Brokerage Account Applovin Corporation - Class A Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
ACGL2 Arch Capital Group Ltd. - Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
AVY2 Avery Dennison Corporation Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
BIIBBiogen Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
TECHJP Morgan Brokerage Account Bio-Techne Corp - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
BAJP Morgan Brokerage Account Boeing CompanyStock
Self$15,001 - $50,000
02/25/2025Purchase
CPBJP Morgan Brokerage Account Campbell Soup Company Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
CATJP Morgan Brokerage Account Caterpillar, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
CNPJP Morgan Brokerage Account CenterPoint Energy, IncStock
Self$1,001 - $15,000
02/25/2025Sale
CMCSAJP Morgan Brokerage Account Comcast Corporation - Class A Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
CAGJP Morgan Brokerage Account ConAgra Brands, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
COPJP Morgan Brokerage Account ConocoPhillips Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
CSX2 CSX CorporationStock
Self$1,001 - $15,000
02/25/2025Purchase
CVSJP Morgan Brokerage Account CVS Health Corporation Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
DHIJP Morgan Brokerage Account D.R. Horton, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
DHRJP Morgan Brokerage Account Danaher Corporation Common StockStock
Self$15,001 - $50,000
02/25/2025Sale
SREJP Morgan Brokerage Account DBA Sempra Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
DEJP Morgan Brokerage Account Deere & Company Common StockStock
Self$15,001 - $50,000
02/25/2025Purchase
DXCMJP Morgan Brokerage Account DexCom, Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
DGJP Morgan Brokerage Account Dollar General Corporation Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
ETNJP Morgan Brokerage Account Eaton Corporation, PLC Ordinary SharesStock
Self$1,001 - $15,000
02/25/2025Purchase
EMRJP Morgan Brokerage Account Emerson Electric Company Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
EOGJP Morgan Brokerage Account EOG Resources, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
EXRJP Morgan Brokerage Account Extra Space Storage Inc Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
XOMJP Morgan Brokerage Account Exxon Mobil Corporation Common StockStock
Self$15,001 - $50,000
02/25/2025Sale
FSLRJP Morgan Brokerage Account First Solar, Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
FJP Morgan Brokerage Account Ford Motor Company Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
FCXJP Morgan Brokerage Account Freeport-McMoRan, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
GEHCJP Morgan Brokerage Account GE HealthCare Technologies Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
HALJP Morgan Brokerage Account Halliburton Company Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
HCAJP Morgan Brokerage Account HCA Healthcare, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
HUMJP Morgan Brokerage Account Humana Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
IDXXJP Morgan Brokerage Account IDEXX Laboratories, Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
IRJP Morgan Brokerage Account Ingersoll Rand Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
INTU2 Intuit Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
INTU2 Intuit Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
IQVJP Morgan Brokerage Account IQVIA Holdings, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
KDPJP Morgan Brokerage Account Keurig Dr Pepper Inc.Stock
Self$1,001 - $15,000
02/25/2025Purchase
LHJP Morgan Brokerage Account Labcorp Holdings Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
LINJP Morgan Brokerage Account Linde plc - Ordinary SharesStock
Self$1,001 - $15,000
02/25/2025Sale
LMTJP Morgan Brokerage Account Lockheed Martin Corporation Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
LULUJP Morgan Brokerage Account lululemon athletica inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
MDTJP Morgan Brokerage Account Medtronic plc. Ordinary SharesStock
Self$1,001 - $15,000
02/25/2025Sale
MRKJP Morgan Brokerage Account Merck & Company, Inc. Common StockStock
Self$15,001 - $50,000
02/25/2025Sale
MSFT2 Microsoft Corporation - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
MRNAJP Morgan Brokerage Account Moderna, Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
MDLZJP Morgan Brokerage Account Mondelez International, Inc. - Class A Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
NDSNJP Morgan Brokerage Account Nordson Corporation - Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
NVDAJP Morgan Brokerage Account NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
OXY2 Occidental Petroleum Corporation Common StockStock
Self$15,001 - $50,000
02/25/2025Sale
ODFLJP Morgan Brokerage Account Old Dominion Freight Line, Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
ONJP Morgan Brokerage Account ON Semiconductor Corporation - Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
PLTR2 Palantir Technologies Inc. - Class A Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
PLTR2 Palantir Technologies Inc. - Class A Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
PEPJP Morgan Brokerage Account Pepsico, Inc.Stock
Self$15,001 - $50,000
02/25/2025Purchase
PFEJP Morgan Brokerage Account Pfizer, Inc. Common StockStock
Self$15,001 - $50,000
02/25/2025Purchase
PWRJP Morgan Brokerage Account Quanta Services, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
REGNJP Morgan Brokerage Account Regeneron Pharmaceuticals, Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
RVTYJP Morgan Brokerage Account Revvity, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
ROKJP Morgan Brokerage Account Rockwell Automation, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
SLBJP Morgan Brokerage Account Schlumberger N.V. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
STE2 STERIS plcStock
Self$1,001 - $15,000
02/25/2025Purchase
SMCIJP Morgan Brokerage Account Super Micro Computer, Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
TFX2 Teleflex Incorporated Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
TXT2 Textron Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
AESJP Morgan Brokerage Account The AES Corporation Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
CIJP Morgan Brokerage Account The Cigna Group Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
HSYJP Morgan Brokerage Account The Hershey Company Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
KHCJP Morgan Brokerage Account The Kraft Heinz Company - Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
TMO2 Thermo Fisher Scientific Inc Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
TWLOJP Morgan Brokerage Account Twilio Inc. Class A Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
UBER2 Uber Technologies, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
UPS2 United Parcel Service, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
URIJP Morgan Brokerage Account United Rentals, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
UNHJP Morgan Brokerage Account UnitedHealth Group Incorporated Common StockStock
Self$15,001 - $50,000
02/25/2025Purchase
VTRSJP Morgan Brokerage Account Viatris Inc. - Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
VJP Morgan Brokerage Account Visa Inc.Stock
Self$1,001 - $15,000
02/25/2025Sale
GWWJP Morgan Brokerage Account W.W. Grainger, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
WATJP Morgan Brokerage Account Waters Corporation Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
WSTJP Morgan Brokerage Account West Pharmaceutical Services, Inc. Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
WYJP Morgan Brokerage Account Weyerhaeuser Company Common StockStock
Self$1,001 - $15,000
02/25/2025Sale
ZTSJP Morgan Brokerage Account Zoetis Inc. Class A Common StockStock
Self$1,001 - $15,000
02/25/2025Purchase
ZMJP Morgan Brokerage Account Zoom Communications, Inc. - Class A Common StockStock
Self$1,001 - $15,000
06/24/2025Purchase
CRCLNew Covered Call Contract Circle Internet Group, Inc. Class A Common StockStock
Self$1,001 - $15,000
06/24/2025Purchase
COIN2 Coinbase Global, Inc. - Class A Common StockStock
Self$1,001 - $15,000
06/23/2025Sale
AMZNAmazon.com, Inc. - Common StockStock
Self$1,001 - $15,000
05/23/2025Sale
MMM3M Company Common StockStock
Self$15,001 - $50,000
05/23/2025Sale
ESTCLPL Account I Elastic N.V. Ordinary SharesStock
Self$1,001 - $15,000
05/23/2025Sale
GWRE2 Guidewire Software, Inc. Common StockStock
Self$1,001 - $15,000
05/23/2025Sale
NUNu Holdings Ltd. Class A Ordinary SharesStock
Self$1,001 - $15,000
05/23/2025Purchase
NVDA2 NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
05/23/2025Purchase
SNOW2 Snowflake Inc. Class A Common StockStock
Self$1,001 - $15,000
05/23/2025Purchase
TSLA2 Tesla, Inc. - Common StockStock
Self$1,001 - $15,000
07/21/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. Pennsylvania State University Municipal BondGovernment security
Self$50,001 - $100,000
02/21/2025Purchase
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Self$1,001 - $15,000
01/21/2025Sale
GOOG2 Alphabet Inc. - Class C Capital StockStock
Self$50,001 - $100,000
01/21/2025Sale
KOCoca-Cola CompanyStock
Self$1,001 - $15,000
01/21/2025Sale
CRMJoint Ownership LPL Account Salesforce, Inc. Common StockStock
Self$15,001 - $50,000
01/21/2025Sale
DISJoint Ownership LPL Account Walt Disney CompanyStock
Self$15,001 - $50,000
02/20/2025Purchase
INTC2 Intel Corporation - Common StockStock
Self$1,001 - $15,000
02/20/2025Sale
META2 Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
02/20/2025Sale
HOOD2 Robinhood Markets, Inc. - Class A Common StockStock
Self$1,001 - $15,000
11/19/2025Sale
BRK.BBerkshire Hathaway Inc. New Common StockStock
Self$50,001 - $100,000
11/19/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. BRKB OptionOT
Self$15,001 - $50,000
11/19/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. BRKB OptionOT
Self$50,001 - $100,000
11/19/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. BRKB OptionOT
Self$1,001 - $15,000
11/19/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. BRKB OptionOT
Self$15,001 - $50,000
11/19/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY OptionOT
Self$15,001 - $50,000
11/19/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY OptionOT
Self$15,001 - $50,000
11/19/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY OptionOT
Self$1,001 - $15,000
11/19/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY OptionOT
Self$50,001 - $100,000
08/18/2025Purchase
—Arlington, TX Municipal BondGovernment security
Self$50,001 - $100,000
07/18/2025Purchase
—Minneapolis-Saint Paul, MN Municipal BondGovernment security
Self$100,001 - $250,000
02/18/2025Sale
ALAB2 Astera Labs, Inc. - Common StockStock
Self$1,001 - $15,000
05/17/2025Sale
NFLX2 Netflix, Inc. - Common StockStock
Self$1,001 - $15,000
04/17/2025Sale
META2 Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/17/2025Sale
META2 Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/17/2025Sale
NFLX2000137143 Netflix, Inc. - Common StockStock
Self$1,001 - $15,000
03/17/2025Purchase
CDNS2 Cadence Design Systems, Inc. - Common StockStock
Self$1,001 - $15,000
09/16/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. QQQ OptionOT
Self$1,001 - $15,000
09/16/2025Sale
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY OptionOT
Self$1,001 - $15,000
09/16/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY OptionOT
Self$15,001 - $50,000
09/16/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY OptionOT
Self$15,001 - $50,000
06/16/2025Sale
—2 CALL BERKSHIRE CL BOT
Self$50,001 - $100,000
06/16/2025Purchase
—New Covered Call Contract CALL BERKSHIRE CL BOT
Self$50,001 - $100,000
06/16/2025Sale
—Buy to Close on Covered Call CALL BERKSHIRE CL BOT
Self$1,001 - $15,000
06/16/2025Purchase
—New Covered Call Contract CALL BERKSHIRE CL BOT
Self$15,001 - $50,000
06/16/2025Purchase
—Buy to Close on Covered Call CALL SPDR S&P 500 ETFOT
Self$1,001 - $15,000
06/16/2025Sale
—Buy to Close on Covered Call CALL SPDR S&P 500 ETFOT
Self$1,001 - $15,000
05/16/2025Purchase
NVDA2 NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
05/16/2025Purchase
TSLA2 Tesla, Inc. - Common StockStock
Self$1,001 - $15,000
05/16/2025Sale
VEEVJP Morgan Brokerage Account Veeva Systems Inc. Class A Common StockStock
Self$1,001 - $15,000
04/16/2025Partial Sale
META2 Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/16/2025Partial Sale
METAJP Morgan Brokerage Account Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/16/2025Purchase
LRCXJoint Ownership LPL Account Lam Research Corporation - Common StockStock
Self$1,001 - $15,000
09/15/2025Purchase
—IWM OptionOT
Self$1,001 - $15,000
09/15/2025Purchase
—IWM OptionOT
Joint$1,001 - $15,000
09/15/2025Purchase
—QQQ OptionOT
Joint$1,001 - $15,000
05/15/2025Purchase
AMDAdvanced Micro Devices, Inc.Stock
Self$15,001 - $50,000
05/15/2025Purchase
AJP Morgan Brokerage Account Agilent Technologies, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
AMCR2 Amcor plc Ordinary SharesStock
Self$1,001 - $15,000
05/15/2025Purchase
CATs transaction of covered calls is for hedging purposes, not for the purpose of selling options short. Caterpillar, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
CRLJP Morgan Brokerage Account Charles River Laboratories International, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
COPJP Morgan Brokerage Account ConocoPhillips Common StockStock
Self$15,001 - $50,000
05/15/2025Sale
CSGPJP Morgan Brokerage Account CoStar Group, Inc. - Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
CVSCVS Health Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
DHRJP Morgan Brokerage Account Danaher Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
ELVJP Morgan Brokerage Account Elevance Health, Inc. Common StockStock
Self$15,001 - $50,000
05/15/2025Sale
XOMJP Morgan Brokerage Account Exxon Mobil Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
GEHCJP Morgan Brokerage Account GE HealthCare Technologies Inc. - Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
GISJP Morgan Brokerage Account General Mills, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
INCYJP Morgan Brokerage Account Incyte Corporation - Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
IFFJP Morgan Brokerage Account International Flavors & Fragrances, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
IQVJP Morgan Brokerage Account IQVIA Holdings, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
KDPKeurig Dr Pepper Inc.Stock
Self$1,001 - $15,000
05/15/2025Sale
KMBJP Morgan Brokerage Account Kimberly-Clark Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
LHJP Morgan Brokerage Account Labcorp Holdings Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
MPCJP Morgan Brokerage Account Marathon Petroleum Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
MDTJP Morgan Brokerage Account Medtronic plc. Ordinary SharesStock
Self$1,001 - $15,000
05/15/2025Sale
MRKJP Morgan Brokerage Account Merck & Company, Inc. Common StockStock
Self$15,001 - $50,000
05/15/2025Purchase
MTDJP Morgan Brokerage Account Mettler-Toledo International, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
OXY2 Occidental Petroleum Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
PEPPepsico, Inc.Stock
Self$15,001 - $50,000
05/15/2025Purchase
PFEJP Morgan Brokerage Account Pfizer, Inc. Common StockStock
Self$15,001 - $50,000
05/15/2025Sale
SLB2 Schlumberger N.V. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
TXNJP Morgan Brokerage Account Texas Instruments Incorporated - Common StockStock
Self$15,001 - $50,000
05/15/2025Purchase
HSYJP Morgan Brokerage Account The Hershey Company Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
KHCJP Morgan Brokerage Account The Kraft Heinz Company - Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
TMOJP Morgan Brokerage Account Thermo Fisher Scientific Inc Common StockStock
Self$15,001 - $50,000
05/15/2025Sale
UNHJP Morgan Brokerage Account UnitedHealth Group Incorporated Common StockStock
Self$15,001 - $50,000
05/15/2025Sale
WECWEC Energy Group, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
YUMBrands, Inc.Stock
Self$1,001 - $15,000
05/15/2025Sale
ZBHJP Morgan Brokerage Account Zimmer Biomet Holdings, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
ZTSJP Morgan Brokerage Account Zoetis Inc. Class A Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
ABBVAbbVie Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
APDJP Morgan Brokerage Account Air Products and Chemicals, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
AREJP Morgan Brokerage Account Alexandria Real Estate Equities, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
AEEJP Morgan Brokerage Account Ameren Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
BAXJP Morgan Brokerage Account Baxter International Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
BDXJP Morgan Brokerage Account Becton, Dickinson and Company Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
BIIBBiogen Inc. - Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
CNCJP Morgan Brokerage Account Centene Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
KOJP Morgan Brokerage Account Coca-Cola CompanyStock
Self$1,001 - $15,000
05/15/2025Sale
EDJP Morgan Brokerage Account Consolidated Edison, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
DXCMJP Morgan Brokerage Account DexCom, Inc. - Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
DOWJP Morgan Brokerage Account Dow Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
DDJP Morgan Brokerage Account DuPont de Nemours, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
EMNJP Morgan Brokerage Account Eastman Chemical Company Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
EAJP Morgan Brokerage Account Electronic Arts Inc. - Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
GEJP Morgan Brokerage Account GE Aerospace Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
GDJP Morgan Brokerage Account General Dynamics Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
HALJP Morgan Brokerage Account Halliburton Company Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
DOCJP Morgan Brokerage Account Healthpeak Properties, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
HSTJP Morgan Brokerage Account Host Hotels & Resorts, Inc. - Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
HUMJP Morgan Brokerage Account Humana Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
IDXXJP Morgan Brokerage Account IDEXX Laboratories, Inc. - Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
JPMJP Morgan Brokerage Account JP Morgan Chase & Co. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
LYBJP Morgan Brokerage Account LyondellBasell Industries NV Ordinary Shares Class AStock
Self$1,001 - $15,000
05/15/2025Sale
MMCJP Morgan Brokerage Account Marsh & McLennan Companies, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
MOH2 Molina Healthcare Inc Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
NOC2 Northrop Grumman Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
NUEJP Morgan Brokerage Account Nucor Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
PPG2 PPG Industries, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
REGNJP Morgan Brokerage Account Regeneron Pharmaceuticals, Inc. - Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
COO2 The Cooper Companies, Inc.Stock
Self$1,001 - $15,000
05/15/2025Purchase
VLO2 Valero Energy Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
WM2 Waste Management, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
WABJP Morgan Brokerage Account Westinghouse Air Brake Technologies Corporation Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
WYJP Morgan Brokerage Account Weyerhaeuser Company Common StockStock
Self$1,001 - $15,000
01/15/2025Sale
BRK.BJoint Ownership LPL Account Berkshire Hathaway Inc. New Common StockOption
Self$15,001 - $50,000
01/15/2025Sale
BRK.BC 380.00 Berkshire Hathaway Inc. New Common StockStock
Self$15,001 - $50,000
01/15/2025Purchase
BRK.BJoint Ownership LPL Account Berkshire Hathaway Inc. New Common StockOption
Self$50,001 - $100,000
02/14/2025Purchase
INTC2 Intel Corporation - Common StockStock
Self$1,001 - $15,000
02/14/2025Sale
ORCL2 Oracle Corporation Common StockStock
Self$1,001 - $15,000
02/14/2025Purchase
RDDT2 Reddit, Inc. Class A Common StockStock
Self$1,001 - $15,000
06/13/2025Sale
CB2 Chubb Limited Common StockStock
Self$1,001 - $15,000
05/13/2025Purchase
METAJP Morgan Brokerage Account Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
05/13/2025Sale
NFLXJP Morgan Brokerage Account Netflix, Inc. - Common StockStock
Self$1,001 - $15,000
05/13/2025Purchase
NVDA2 NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
05/13/2025Purchase
HOODJP Morgan Brokerage Account Robinhood Markets, Inc. - Class A Common StockStock
Self$1,001 - $15,000
03/13/2025Purchase
INTC2 Intel Corporation - Common StockStock
Self$1,001 - $15,000
03/13/2025Purchase
NOW2 ServiceNow, Inc. Common StockStock
Self$1,001 - $15,000
02/13/2025Sale
ANET2 Arista Networks, Inc. Common StockStock
Self$1,001 - $15,000
02/13/2025Purchase
SNOW2 Snowflake Inc. Class A Common StockStock
Self$1,001 - $15,000
01/13/2025Sale
AAONAAON, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
AAONAAON, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
ACNAccenture plc Class A Ordinary SharesStock
Joint$1,001 - $15,000
01/13/2025Sale
ADBEAdobe Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
WMSAdvanced Drainage Systems, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
01/13/2025Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
01/13/2025Sale
ANSSANSYS, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
APPFAppFolio, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
ANETArista Networks, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
AXONAxon Enterprise, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Purchase
BRK.BBerkshire Hathaway Inc. New Common StockOption
Joint$1,001 - $15,000
01/13/2025Sale
BRK.BBerkshire Hathaway Inc. New Common StockStock
Joint$15,001 - $50,000
01/13/2025Purchase
BRK.BBerkshire Hathaway Inc. New Common StockStock
Joint$15,001 - $50,000
01/13/2025Purchase
BRK.BBerkshire Hathaway Inc. New Common StockOption
Joint$1,001 - $15,000
01/13/2025Sale
BERYBerry Global Group, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
BABoeing CompanyStock
Joint$15,001 - $50,000
01/13/2025Sale
BAHBooz Allen Hamilton Holding Corporation Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
BRBroadridge Financial Solutions, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
BROBrown & Brown, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
CDNSCadence Design Systems, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
CDWCDW Corporation - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
CELHCelsius Holdings, Inc.Stock
Joint$1,001 - $15,000
01/13/2025Sale
CVXChevron Corporation Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
CMGChipotle Mexican Grill, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
CHDNChurchill Downs, Incorporated - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
CLHClean Harbors, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
FIXComfort Systems USA, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
CRWDCrowdStrike Holdings, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
DRIDarden Restaurants, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
DECKDeckers Outdoor CorporationStock
Joint$1,001 - $15,000
01/13/2025Sale
DBXDropbox, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
ELFe.l.f. Beauty, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
ELVElevance Health, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
EMEEMCOR Group, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
FTNTFortinet, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
GDDYGoDaddy Inc. Class A Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
GPKGraphic Packaging Holding CompanyStock
Joint$1,001 - $15,000
01/13/2025Sale
HQYHealthEquity, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
HEIHeico Corporation Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
HEIHeico Corporation Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
IRIngersoll Rand Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
IBPInstalled Building Products, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
ICEIntercontinental Exchange Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
INTUIntuit Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
LWLamb Weston Holdings, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
LINLinde plc - Ordinary SharesStock
Joint$1,001 - $15,000
01/13/2025Sale
LULUlululemon athletica inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
MANHManhattan Associates, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
MAMastercard Incorporated Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
MEDPMedpace Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
MOHMolina Healthcare Inc Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
MPWRMonolithic Power Systems, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
MSCIMSCI Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
NFLXNetflix, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
NTNXNutanix, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
NVRNVR, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
PCARPACCAR Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
PANWPalo Alto Networks, Inc.Stock
Joint$1,001 - $15,000
01/13/2025Sale
PAYXPaychex, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
PCTYPaylocity Holding Corporation - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
PFGCPerformance Food Group Company Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
PSTGPure Storage, Inc. Class A Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
PWRQuanta Services, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
RMDResMed Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
RCLRoyal Caribbean Cruises Ltd. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
SAIASaia, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
SBACSBA Communications Corporation - Class A Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
NOWServiceNow, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
SMCISuper Micro Computer, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
SNPSSynopsys, Inc. - Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
CIThe Cigna Group Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
TMUST-Mobile US, Inc.Stock
Joint$1,001 - $15,000
01/13/2025Sale
TDGTransdigm Group Incorporated Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
URIUnited Rentals, Inc. Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
UNHUnitedHealth Group Incorporated Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
DISWalt Disney CompanyStock
Joint$1,001 - $15,000
01/13/2025Sale
WABWestinghouse Air Brake Technologies Corporation Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
WSCWillScot Holdings Corporation - Class A Common StockStock
Joint$1,001 - $15,000
01/13/2025Sale
ZSZscaler, Inc. - Common StockStock
Joint$1,001 - $15,000
05/12/2025Sale
ONTO2 Onto Innovation Inc. Common StockStock
Self$1,001 - $15,000
05/12/2025Purchase
TSLA2 Tesla, Inc. - Common StockStock
Self$1,001 - $15,000
05/12/2025Purchase
TXN2 Texas Instruments Incorporated - Common StockStock
Self$1,001 - $15,000
02/12/2025Partial Sale
HOOD2 Robinhood Markets, Inc. - Class A Common StockStock
Self$1,001 - $15,000
02/12/2025Purchase
SNOW2 Snowflake Inc. Class A Common StockStock
Self$1,001 - $15,000
12/11/2025Sale
KAll investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. Kellanova Common StockStock
Self$1,001 - $15,000
06/11/2025Sale
TEAM2 Atlassian Corporation - Class A Common StockStock
Self$1,001 - $15,000
06/11/2025Purchase
AVGO2 Broadcom Inc. - Common StockStock
Self$1,001 - $15,000
06/11/2025Sale
DDOG2 Datadog, Inc. - Class A Common StockStock
Self$1,001 - $15,000
06/11/2025Sale
GTLB2 GitLab Inc. - Class A Common StockStock
Self$1,001 - $15,000
06/11/2025Sale
INTC2 Intel Corporation - Common StockStock
Self$1,001 - $15,000
06/11/2025Purchase
TTAN4 ServiceTitan, Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/11/2025Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Self$1,001 - $15,000
04/11/2025Purchase
NVDA2 NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
04/11/2025Purchase
TXN2 Texas Instruments Incorporated - Common StockStock
Self$1,001 - $15,000
04/11/2025Sale
WDCJP Morgan Brokerage Account Western Digital Corporation - Common StockStock
Self$1,001 - $15,000
03/11/2025Sale
AVGOBroadcom Inc. - Common StockStock
Self$1,001 - $15,000
03/11/2025Purchase
IBM2 International Business Machines Corporation Common StockStock
Self$1,001 - $15,000
03/11/2025Partial Sale
NVDA2 NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
03/11/2025Sale
ORCL2 Oracle Corporation Common StockStock
Self$1,001 - $15,000
03/11/2025Sale
RDDT2 Reddit, Inc. Class A Common StockStock
Self$1,001 - $15,000
03/11/2025Sale
HOOD2 Robinhood Markets, Inc. - Class A Common StockStock
Self$1,001 - $15,000
03/11/2025Partial Sale
HOOD2 Robinhood Markets, Inc. - Class A Common StockStock
Self$1,001 - $15,000
03/11/2025Purchase
SBAC2 SBA Communications Corporation - Class A Common StockStock
Self$1,001 - $15,000
03/11/2025Purchase
SE2 Sea Limited American Depositary Shares, each representing one Class A Ordinary ShareStock
Self$1,001 - $15,000
03/11/2025Partial Sale
TSLA2 Tesla, Inc. - Common StockStock
Self$1,001 - $15,000
02/11/2025Purchase
MNDY2 monday.com Ltd. - Ordinary SharesStock
Self$1,001 - $15,000
02/11/2025Sale
ON2 ON Semiconductor Corporation - Common StockStock
Self$1,001 - $15,000
04/10/2025Purchase
—JP Morgan Brokerage Account UNIV OF WA WA UNIV REVENUES REF-SER AGovernment security
Self$50,001 - $100,000
04/10/2025Partial Sale
WDCWestern Digital Corporation - Common StockStock
Self$1,001 - $15,000
03/10/2025Purchase
IBM2 International Business Machines Corporation Common StockStock
Self$1,001 - $15,000
03/10/2025Purchase
MELI2 MercadoLibre, Inc. - Common StockStock
Self$1,001 - $15,000
03/10/2025Purchase
NU2 Nu Holdings Ltd. Class A Ordinary SharesStock
Self$1,001 - $15,000
03/10/2025Partial Sale
TSLA2 Tesla, Inc. - Common StockStock
Self$1,001 - $15,000
03/10/2025Purchase
TXN2 Texas Instruments Incorporated - Common StockStock
Self$1,001 - $15,000
03/10/2025Purchase
UBER2 Uber Technologies, Inc. Common StockStock
Self$1,001 - $15,000
02/10/2025Purchase
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Self$1,001 - $15,000
02/10/2025Purchase
NET2 Cloudflare, Inc. Class A Common StockStock
Self$1,001 - $15,000
02/10/2025Purchase
MTSI2 MACOM Technology Solutions Holdings, Inc. - Common StockStock
Self$1,001 - $15,000
02/10/2025Sale
MSFT2 Microsoft Corporation - Common StockStock
Self$1,001 - $15,000
02/10/2025Purchase
TTWO2 Take-Two Interactive Software, Inc. - Common StockStock
Self$1,001 - $15,000
02/10/2025Sale
TTD2 The Trade Desk, Inc. - Class A Common StockStock
Self$1,001 - $15,000
05/09/2025Purchase
NVDAJP Morgan Brokerage Account NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
05/09/2025Purchase
HOODJP Morgan Brokerage Account Robinhood Markets, Inc. - Class A Common StockStock
Self$1,001 - $15,000
05/09/2025Purchase
MSFT2 Microsoft Corporation - Common StockStock
Self$1,001 - $15,000
05/09/2025Purchase
OKTA2 Okta, Inc. - Class A Common StockStock
Self$1,001 - $15,000
05/09/2025Partial Sale
ONTO2 Onto Innovation Inc. Common StockStock
Self$1,001 - $15,000
05/09/2025Purchase
TTDJP Morgan Brokerage Account The Trade Desk, Inc. - Class A Common StockStock
Self$1,001 - $15,000
05/08/2025Sale
GOOGJP Morgan Brokerage Account Alphabet Inc. - Class C Capital StockStock
Self$1,001 - $15,000
04/08/2025Sale
ACNAccenture plc Class A Ordinary SharesStock
Self$15,001 - $50,000
04/08/2025Sale
AMDJP Morgan Brokerage Account Advanced Micro Devices, Inc.Stock
Self$15,001 - $50,000
04/08/2025Sale
AJP Morgan Brokerage Account Agilent Technologies, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
ABNBJP Morgan Brokerage Account Airbnb, Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
GOOGLJP Morgan Brokerage Account Alphabet Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Partial Sale
GOOGJP Morgan Brokerage Account Alphabet Inc. - Class C Capital StockStock
Self$1,001 - $15,000
04/08/2025Sale
AMCRAmcor plc Ordinary SharesStock
Self$1,001 - $15,000
04/08/2025Sale
AAPLJP Morgan Brokerage Account Apple Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
ANETJP Morgan Brokerage Account Arista Networks, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
BDXJP Morgan Brokerage Account Becton, Dickinson and Company Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
BBYJP Morgan Brokerage Account Best Buy Co., Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
BAJP Morgan Brokerage Account Boeing CompanyStock
Self$1,001 - $15,000
04/08/2025Sale
CSXJP Morgan Brokerage Account CSX CorporationStock
Self$1,001 - $15,000
04/08/2025Sale
DEJP Morgan Brokerage Account Deere & Company Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
DXCMJP Morgan Brokerage Account DexCom, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
LLYJP Morgan Brokerage Account Eli Lilly and Company Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
EMRJP Morgan Brokerage Account Emerson Electric Company Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
EOGJP Morgan Brokerage Account EOG Resources, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
FDXJP Morgan Brokerage Account FedEx Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
ITJP Morgan Brokerage Account Gartner, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
GEHCJP Morgan Brokerage Account GE HealthCare Technologies Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
GNRCJP Morgan Brokerage Account Generac Holdlings Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
GISJP Morgan Brokerage Account General Mills, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
HDJP Morgan Brokerage Account Home Depot, Inc.Stock
Self$1,001 - $15,000
04/08/2025Sale
HPQJP Morgan Brokerage Account HP Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
IDXXJP Morgan Brokerage Account IDEXX Laboratories, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
IVZJP Morgan Brokerage Account Invesco Ltd Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
JNJJP Morgan Brokerage Account Johnson & Johnson Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
KMBJP Morgan Brokerage Account Kimberly-Clark Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
LENJP Morgan Brokerage Account Lennar Corporation Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
LULUJP Morgan Brokerage Account lululemon athletica inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
MAJP Morgan Brokerage Account Mastercard Incorporated Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
MKCJP Morgan Brokerage Account McCormick & Company, Incorporated Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
MDTJP Morgan Brokerage Account Medtronic plc. Ordinary SharesStock
Self$1,001 - $15,000
04/08/2025Sale
MTDJP Morgan Brokerage Account Mettler-Toledo International, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
NSCJP Morgan Brokerage Account Norfolk Southern Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
OXYJP Morgan Brokerage Account Occidental Petroleum Corporation Common StockStock
Self$15,001 - $50,000
04/08/2025Sale
PFEJP Morgan Brokerage Account Pfizer, Inc. Common StockStock
Self$15,001 - $50,000
04/08/2025Sale
PGJP Morgan Brokerage Account Procter & Gamble CompanyStock
Self$1,001 - $15,000
04/08/2025Sale
QCOMJP Morgan Brokerage Account QUALCOMM Incorporated - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
ROKJP Morgan Brokerage Account Rockwell Automation, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
ROPJP Morgan Brokerage Account Roper Technologies, Inc.Stock
Self$1,001 - $15,000
04/08/2025Sale
SNPSSynopsys, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
TGTJP Morgan Brokerage Account Target Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
TXNJP Morgan Brokerage Account Texas Instruments Incorporated - Common StockStock
Self$15,001 - $50,000
04/08/2025Sale
HSYJP Morgan Brokerage Account The Hershey Company Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
KHCJP Morgan Brokerage Account The Kraft Heinz Company - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
TMOJP Morgan Brokerage Account Thermo Fisher Scientific Inc Common StockStock
Self$15,001 - $50,000
04/08/2025Sale
VLOJP Morgan Brokerage Account Valero Energy Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
ZBRAJP Morgan Brokerage Account Zebra Technologies Corporation - Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
ZTSJP Morgan Brokerage Account Zoetis Inc. Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
ABBVAbbVie Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
ADBEJP Morgan Brokerage Account Adobe Inc. - Common StockStock
Self$15,001 - $50,000
04/08/2025Sale
ALGNJP Morgan Brokerage Account Align Technology, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
AMZNJP Morgan Brokerage Account Amazon.com, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
AEEJP Morgan Brokerage Account Ameren Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
AMTJP Morgan Brokerage Account American Tower CorporationStock
Self$1,001 - $15,000
04/08/2025Sale
AMEAMETEK, Inc.Stock
Self$1,001 - $15,000
04/08/2025Sale
AMGNJP Morgan Brokerage Account Amgen Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
APHJP Morgan Brokerage Account Amphenol Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
ADIJP Morgan Brokerage Account Analog Devices, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
AMATJP Morgan Brokerage Account Applied Materials, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
ADMJP Morgan Brokerage Account Archer-Daniels-Midland Company Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
AVYJP Morgan Brokerage Account Avery Dennison Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
BACJP Morgan Brokerage Account Bank of America Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
BIIBJP Morgan Brokerage Account Biogen Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
TECHBio-Techne Corp - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
BRJP Morgan Brokerage Account Broadridge Financial Solutions, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
CAHJP Morgan Brokerage Account Cardinal Health, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
CATJP Morgan Brokerage Account Caterpillar, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
CDWJP Morgan Brokerage Account CDW Corporation - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
CNCJP Morgan Brokerage Account Centene Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
CRLJP Morgan Brokerage Account Charles River Laboratories International, Inc. Common StockStock
Self$15,001 - $50,000
04/08/2025Purchase
CHTRJP Morgan Brokerage Account Charter Communications, Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
CVXJP Morgan Brokerage Account Chevron Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
NETCloudflare, Inc. Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
CME2 CME Group Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
CMCSAJP Morgan Brokerage Account Comcast Corporation - Class A Common StockStock
Self$15,001 - $50,000
04/08/2025Sale
CAGJP Morgan Brokerage Account ConAgra Brands, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
COPJP Morgan Brokerage Account ConocoPhillips Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
STZJP Morgan Brokerage Account Constellation Brands, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
GLWJP Morgan Brokerage Account Corning Incorporated Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
EXEJP Morgan Brokerage Account Crexendo, Inc.Stock
Self$1,001 - $15,000
04/08/2025Purchase
DHIJP Morgan Brokerage Account D.R. Horton, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
DHRDanaher Corporation Common StockStock
Self$15,001 - $50,000
04/08/2025Purchase
DRIJP Morgan Brokerage Account Darden Restaurants, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
SREJP Morgan Brokerage Account DBA Sempra Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
DELLJP Morgan Brokerage Account Dell Technologies Inc. Class C Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
DALJP Morgan Brokerage Account Delta Air Lines, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
DVNJP Morgan Brokerage Account Devon Energy Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
FANGJP Morgan Brokerage Account Diamondback Energy, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
DASHJP Morgan Brokerage Account DoorDash, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
DOVJP Morgan Brokerage Account Dover Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
EWEdwards Lifesciences Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
EAJP Morgan Brokerage Account Electronic Arts Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
EQTJP Morgan Brokerage Account EQT Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
EFXJP Morgan Brokerage Account Equifax, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
ESJP Morgan Brokerage Account Eversource EnergyStock
Self$1,001 - $15,000
04/08/2025Purchase
XOMJP Morgan Brokerage Account Exxon Mobil Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
FSLRJP Morgan Brokerage Account First Solar, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
FJP Morgan Brokerage Account Ford Motor Company Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
FTVJP Morgan Brokerage Account Fortive Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
GMJP Morgan Brokerage Account General Motors Company Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
GDDYJP Morgan Brokerage Account GoDaddy Inc. Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
HSICJP Morgan Brokerage Account Henry Schein, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
HONJP Morgan Brokerage Account Honeywell International Inc.Stock
Self$1,001 - $15,000
04/08/2025Sale
HONJP Morgan Brokerage Account Honeywell International Inc.Stock
Self$1,001 - $15,000
04/08/2025Sale
HBANJP Morgan Brokerage Account Huntington Bancshares Incorporated - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
IRJP Morgan Brokerage Account Ingersoll Rand Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
IQVJP Morgan Brokerage Account IQVIA Holdings, Inc. Common StockStock
Self$15,001 - $50,000
04/08/2025Purchase
KJP Morgan Brokerage Account Kellanova Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
KEYSJP Morgan Brokerage Account Keysight Technologies Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
KKRJP Morgan Brokerage Account KKR & Co. Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
LHJP Morgan Brokerage Account Labcorp Holdings Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
LRCXJP Morgan Brokerage Account Lam Research Corporation - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
LINJP Morgan Brokerage Account Linde plc - Ordinary SharesStock
Self$1,001 - $15,000
04/08/2025Sale
LOWJP Morgan Brokerage Account Lowe's Companies, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
MPCJP Morgan Brokerage Account Marathon Petroleum Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
MRKJP Morgan Brokerage Account Merck & Company, Inc. Common StockStock
Self$15,001 - $50,000
04/08/2025Purchase
MCHP2 Microchip Technology Incorporated - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
MUJP Morgan Brokerage Account Micron Technology, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
MSFTJP Morgan Brokerage Account Microsoft Corporation - Common StockStock
Self$15,001 - $50,000
04/08/2025Purchase
MSFTJP Morgan Brokerage Account Microsoft Corporation - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
MRNA2 Moderna, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
MPWRJP Morgan Brokerage Account Monolithic Power Systems, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
MSCIJP Morgan Brokerage Account MSCI Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
NEMJP Morgan Brokerage Account Newmont CorporationStock
Self$1,001 - $15,000
04/08/2025Sale
NEEJP Morgan Brokerage Account NextEra Energy, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
NKEJP Morgan Brokerage Account Nike, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
NDSNJP Morgan Brokerage Account Nordson Corporation - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
NXPIJP Morgan Brokerage Account NXP Semiconductors N.V. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
OKTAJP Morgan Brokerage Account Okta, Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
ODFL2 Old Dominion Freight Line, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
OMCJP Morgan Brokerage Account Omnicom Group Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
ORCLJP Morgan Brokerage Account Oracle Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
—09/01/2035 DTD 09/10/2024 PAR CALLGovernment security
Self$50,001 - $100,000
04/08/2025Purchase
PCAR4 PACCAR Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
PLTRJP Morgan Brokerage Account Palantir Technologies Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
PYPLJP Morgan Brokerage Account PayPal Holdings, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
PEPJP Morgan Brokerage Account Pepsico, Inc.Stock
Self$15,001 - $50,000
04/08/2025Sale
PTCJP Morgan Brokerage Account PTC Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
RDDTJP Morgan Brokerage Account Reddit, Inc. Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
RDDTJP Morgan Brokerage Account Reddit, Inc. Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
REGN2 Regeneron Pharmaceuticals, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
RVTYJP Morgan Brokerage Account Revvity, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
RCLJP Morgan Brokerage Account Royal Caribbean Cruises Ltd. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
SPGIJP Morgan Brokerage Account S&P Global Inc. Common StockStock
Self$15,001 - $50,000
04/08/2025Sale
SNDKJP Morgan Brokerage Account Sandisk Corporation - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
STX2 Seagate Technology Holdings PLC - Ordinary SharesStock
Self$1,001 - $15,000
04/08/2025Sale
SYKJP Morgan Brokerage Account Stryker Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
SYKJP Morgan Brokerage Account Stryker Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
SMCIJP Morgan Brokerage Account Super Micro Computer, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
TTWOJP Morgan Brokerage Account Take-Two Interactive Software, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
TELJP Morgan Brokerage Account TE Connectivity plc Ordinary SharesStock
Self$1,001 - $15,000
04/08/2025Purchase
TDYJP Morgan Brokerage Account Teledyne Technologies Incorporated Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
TSLAJP Morgan Brokerage Account Tesla, Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
TPLJP Morgan Brokerage Account Texas Pacific Land Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
TSCOJP Morgan Brokerage Account Tractor Supply Company - Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
TFCJP Morgan Brokerage Account Truist Financial Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
UNPJP Morgan Brokerage Account Union Pacific Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
UPSJP Morgan Brokerage Account United Parcel Service, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
URIJP Morgan Brokerage Account United Rentals, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
UNHJP Morgan Brokerage Account UnitedHealth Group Incorporated Common StockStock
Self$15,001 - $50,000
04/08/2025Purchase
VZ4 Verizon Communications Inc. Common StockStock
Self$15,001 - $50,000
04/08/2025Sale
VTRSJP Morgan Brokerage Account Viatris Inc. - Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
VJP Morgan Brokerage Account Visa Inc.Stock
Self$15,001 - $50,000
04/08/2025Sale
DISJP Morgan Brokerage Account Walt Disney CompanyStock
Self$1,001 - $15,000
04/08/2025Sale
WATJP Morgan Brokerage Account Waters Corporation Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
WECJP Morgan Brokerage Account WEC Energy Group, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Sale
WSTJP Morgan Brokerage Account West Pharmaceutical Services, Inc. Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
WDAY2 Workday, Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/08/2025Purchase
ZBHJP Morgan Brokerage Account Zimmer Biomet Holdings, Inc. Common StockStock
Self$1,001 - $15,000
05/07/2025Sale
GOOG2 Alphabet Inc. - Class C Capital StockStock
Self$1,001 - $15,000
03/07/2025Purchase
INTU2 Intuit Inc. - Common StockStock
Self$1,001 - $15,000
02/07/2025Sale
LOWJoint Ownership LPL Account Lowe's Companies, Inc. Common StockStock
Self$15,001 - $50,000
06/06/2025Purchase
APP2 Applovin Corporation - Class A Common StockStock
Self$1,001 - $15,000
06/06/2025Partial Sale
INTC2 Intel Corporation - Common StockStock
Self$1,001 - $15,000
06/06/2025Sale
ZM2 Zoom Communications, Inc. - Class A Common StockStock
Self$1,001 - $15,000
03/06/2025Sale
TSLAJP Morgan Brokerage Account Tesla, Inc. - Common StockStock
Self$1,001 - $15,000
06/05/2025Purchase
SPOT2 Spotify Technology S.A. Ordinary SharesStock
Self$1,001 - $15,000
06/05/2025Purchase
TSLA2 Tesla, Inc. - Common StockStock
Self$1,001 - $15,000
03/05/2025Purchase
SEJP Morgan Brokerage Account Sea Limited American Depositary Shares, each representing one Class A Ordinary ShareStock
Self$1,001 - $15,000
12/04/2025Purchase
—All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. Pennsylvania State Turnpike Commission BondGovernment security
Self$50,001 - $100,000
04/04/2025Sale
NET2 Cloudflare, Inc. Class A Common StockStock
Self$1,001 - $15,000
04/04/2025Purchase
OKTA2 Okta, Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/04/2025Sale
RDDT4 Reddit, Inc. Class A Common StockStock
Self$1,001 - $15,000
04/04/2025Sale
SNDK2 Sandisk Corporation - Common StockStock
Self$1,001 - $15,000
03/04/2025Sale
BABA2 Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Self$15,001 - $50,000
03/04/2025Sale
CRDO2 Credo Technology Group Holding Ltd - Ordinary SharesStock
Self$1,001 - $15,000
03/04/2025Purchase
METAJP Morgan Brokerage Account Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
03/04/2025Purchase
TWLO2 Twilio Inc. Class A Common StockStock
Self$1,001 - $15,000
03/04/2025Purchase
ZM2 Zoom Communications, Inc. - Class A Common StockStock
Self$1,001 - $15,000
06/03/2025Partial Sale
TEAM2 Atlassian Corporation - Class A Common StockStock
Self$1,001 - $15,000
06/03/2025Purchase
CRDO2 Credo Technology Group Holding Ltd - Ordinary SharesStock
Self$1,001 - $15,000
06/03/2025Partial Sale
GTLB2 GitLab Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/03/2025Sale
AMZN4 Amazon.com, Inc. - Common StockStock
Self$1,001 - $15,000
04/03/2025Partial Sale
AVGO2 Broadcom Inc. - Common StockStock
Self$1,001 - $15,000
04/03/2025Purchase
MSFT2 Microsoft Corporation - Common StockStock
Self$1,001 - $15,000
04/03/2025Sale
HOOD2 Robinhood Markets, Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/03/2025Sale
SHOP2 Shopify Inc. - Class A Subordinate Voting SharesStock
Self$1,001 - $15,000
03/03/2025Purchase
BABA2 Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Self$1,001 - $15,000
03/03/2025Purchase
INTCJP Morgan Brokerage Account Intel Corporation - Common StockStock
Self$1,001 - $15,000
03/03/2025Sale
NVDAJP Morgan Brokerage Account NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
03/03/2025Purchase
SNOW2 Snowflake Inc. Class A Common StockStock
Self$1,001 - $15,000
03/03/2025Sale
TSMJP Morgan Brokerage Account Taiwan Semiconductor Manufacturing Company Ltd.Stock
Self$1,001 - $15,000
03/03/2025Purchase
TTWO2 Take-Two Interactive Software, Inc. - Common StockStock
Self$1,001 - $15,000
02/03/2025Purchase
INTCJoint Ownership LPL Account Intel Corporation - Common StockStock
Self$1,001 - $15,000
02/03/2025Purchase
INTC2 Intel Corporation - Common StockStock
Self$1,001 - $15,000
02/03/2025Purchase
INTC2 Intel Corporation - Common StockStock
Self$1,001 - $15,000
02/03/2025Purchase
NOWJoint Ownership LPL Account ServiceNow, Inc. Common StockStock
Self$1,001 - $15,000
02/03/2025Purchase
NOW2 ServiceNow, Inc. Common StockStock
Self$1,001 - $15,000
02/03/2025Purchase
TTWOJoint Ownership LPL Account Take-Two Interactive Software, Inc. - Common StockStock
Self$1,001 - $15,000
02/03/2025Purchase
TTWO2 Take-Two Interactive Software, Inc. - Common StockStock
Self$1,001 - $15,000
02/03/2025Purchase
TTWO2 Take-Two Interactive Software, Inc. - Common StockStock
Self$1,001 - $15,000
06/02/2025Sale
MCD2 McDonald's Corporation Common StockStock
Self$15,001 - $50,000
06/02/2025Sale
—2 OR ST SER J Municipal BondGovernment security
Self$100,001 - $250,000
04/02/2025Sale
META2 Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
04/02/2025Purchase
—2 PA ST HGR EDUCTNL FACS AUTH REV REF-UNIVERSITY OF PAGovernment security
Self$50,001 - $100,000
04/02/2025Purchase
—4 PA ST TPK COMMN TPK REV REF- SER AGovernment security
Self$50,001 - $100,000
05/01/2025Sale
—JP Morgan Brokerage Account CALL INVESCO QQQ SER 1OT
Self$1,001 - $15,000
05/01/2025Sale
—s transaction of covered calls is for hedging purposes, not for the purpose of selling options short. CALL INVESCO QQQ SER 1OT
Self$1,001 - $15,000
05/01/2025Sale
—s transaction of covered calls is for hedging purposes, not for the purpose of selling options short. CALL ISHARES RUSSELLOT
Self$1,001 - $15,000
05/01/2025Sale
—s transaction of covered calls is for hedging purposes, not for the purpose of selling options short. CALL ISHARES RUSSELLOT
Self$1,001 - $15,000
04/01/2025Sale
—2 EASTON PA AREA SCH DIST REF- SER A LTD TAXGovernment security
Self$100,001 - $250,000
04/01/2025Purchase
INTU2 Intuit Inc. - Common StockStock
Self$1,001 - $15,000
04/01/2025Purchase
MNDY2 monday.com Ltd. - Ordinary SharesStock
Self$1,001 - $15,000

Public STOCK Act disclosure data from the U.S. House Clerk. Amounts are disclosed as ranges. Informational only — not investment advice.

Rob Bresnahan — Congressional Stock Trades | SEC Data Investor | SEC Data Investor