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Disclosed tradesShowing latest 100 of 239
| Date | Asset | Type | Amount | Filing |
|---|---|---|---|---|
| 2026-09-22 | AAPL · Apple Inc. - Common Stock | Sell | $100k | PTR |
| 2026-09-14 | ABBV · AbbVie Inc. Common Stock | Sell | $15k | PTR |
| 2026-09-14 | GOOGL · Alphabet Inc. - Class A Common Stock | Sell | $15k – $50k | PTR |
| 2026-07-24 | ARCC · Ares Capital Corporation - Closed End Fund F S: New S O: IRA One | Sell | $1k – $15k | PTR |
| 2026-03-09 | VZ · Verizon Communications Inc. Common Stock F S: New | Sell | $1k – $15k | — |
| 2025-06-12 | JNJ · Johnson & Johnson Common Stock | Sell | $15k – $50k | — |
| 2024-12-18 | MSFT · Microsoft Corporation - Common Stock F S: New S O: Trust One | Buy | $1k – $15k | — |
| 2024-11-01 | NVDA · NVIDIA Corporation - Common Stock | Buy | $1k – $15k | — |
| 2024-09-16 | NVDA · NVIDIA Corporation - Common Stock | Buy | $1k – $15k | — |
| 2024-09-09 | MSFT · Microsoft Corporation - Common Stock | Buy | $1k – $15k | — |
| 2024-06-06 | NVST · Envista Holdings Corporation Common Stock F S: New S O: Trust One | Sell | $1k – $15k | — |
| 2024-05-21 | NVDA · NVIDIA Corporation - Common Stock | Sell | $50k | — |
| 2024-02-29 | V · Visa Inc. | Buy | $1k – $15k | — |
| 2024-01-31 | COST · Costco Wholesale Corporation | Buy | $1k – $15k | — |
| 2023-12-28 | AMT · American Tower Corporation | Sell | $1k – $15k | — |
| 2023-12-28 | CCI · Crown Castle Inc. | Sell | $1k – $15k | — |
| 2023-12-15 | BUI · BlackRock Utility, Infrastructure & Power Opportunities Trust | Sell | $1k – $15k | — |
| 2023-11-03 | MPW · Medical Properties Trust, Inc. common stock | Sell | $257 | — |
| 2023-11-01 | ARCC · Ares Capital Corporation - Closed End Fund | Sell | $1k – $15k | — |
| 2023-11-01 | WBD · Warner Bros. Discovery, Inc. - Series A | Sell | $477 | — |
| 2023-10-31 | BUI · BlackRock Utility, Infrastructure & Power Opportunities Trust | Sell | $250k – $500k | — |
| 2023-10-31 | ET · Energy Transfer LP Common Units | Sell | $15k – $50k | — |
| 2023-10-31 | MCD · McDonald's Corporation | Sell | — | — |
| 2023-10-31 | SNOW · Snowflake Inc. Class A | Sell | $15k – $50k | — |
| 2023-10-31 | WBD · Warner Bros. Discovery, Inc. - Series A | Sell | $1k – $15k | — |
| 2023-10-31 | CMG · Chipotle Mexican Grill, Inc. | Sell | $15k – $50k | — |
| 2023-10-31 | CCI · Crown Castle Inc. | Sell | $1k – $15k | — |
| 2023-10-06 | WBD · Warner Bros. Discovery, Inc. - Series A | Sell | $494 | — |
| 2023-09-20 | MSFT · Microsoft Corporation | Buy | $1k – $15k | — |
| 2023-09-05 | AI · C3.ai, Inc. Class A | Sell | $314 | — |
| 2023-08-21 | MA · Mastercard Incorporated | Sell | $1k – $15k | — |
| 2023-08-18 | DBRG · DigitalBridge Group, Inc. | Sell | $189 | — |
| 2023-07-28 | KD · Kyndryl Holdings, Inc. | Sell | $163 | — |
| 2023-07-21 | CRM · Salesforce, Inc. | Sell | $1k – $15k | — |
| 2023-06-15 | DFS · Discover Financial Services | Sell | $15k – $50k | — |
| 2023-06-15 | MDT · Medtronic plc. Ordinary Shares | Sell | $15k – $50k | — |
| 2022-09-27 | VZ · Verizon Communications Inc. | Buy | $1k – $15k | — |
| 2022-07-08 | NVDA · NVIDIA Corporation | Buy | $1k – $15k | — |
| 2022-04-15 | MSFT · Microsoft Corporation | Buy | $1k – $15k | — |
| 2022-03-22 | NVDA · NVIDIA Corporation | Buy | $1k – $15k | — |
| 2022-02-23 | MSFT · Microsoft Corporation | Buy | $1k – $15k | — |
| 2022-02-22 | MPW · Medical Properties Trust, Inc. common stock | Buy | $1k – $15k | — |
| 2022-01-18 | DTM · DT Midstream, Inc. | Sell | $1k – $15k | — |
| 2022-01-18 | EIX · Edison International | Sell | $1k – $15k | — |
| 2022-01-18 | EPD · Enterprise Products Partners l.P. | Sell | $1k – $15k | — |
| 2022-01-18 | KYN · Kayne Anderson Energy Infrastructure Fund, Inc. | Sell | $1k – $15k | — |
| 2022-01-18 | OTIS · Otis Worldwide Corporation | Sell | $1k – $15k | — |
| 2022-01-18 | TDC · Teradata Corporation | Sell | $1k – $15k | — |
| 2021-09-10 | JPM · JP Morgan Chase & Co. | Sell | $100k – $250k | — |
| 2021-09-08 | MSFT · Microsoft Corporation | Buy | $1k – $15k | — |
| 2021-08-18 | AMZN · Amazon.com, Inc. | Buy | $1k – $15k | — |
| 2021-08-16 | QQQ · Invesco QQQ Trust, Series 1 | Buy | $1k – $15k | — |
| 2021-08-02 | NVDA · NVIDIA Corporation | Buy | $1k – $15k | — |
| 2021-07-13 | KR · Kroger Company | Buy | $1k – $15k | — |
| 2021-07-07 | AESE · Allied Esports Entertainment, Inc. | Buy | $1k – $15k | — |
| 2021-07-01 | HNDL · Strategy Shares Nasdaq 7HANDL Index ETF | Buy | $1k – $15k | — |
| 2021-06-30 | BNS · Bank Nova Scotia Halifax Pfd 3 Ordinary Shares | Buy | $1k – $15k | — |
| 2021-06-30 | HNDL · Strategy Shares Nasdaq 7HANDL Index ETF | Buy | $15k – $50k | — |
| 2021-05-24 | BABA · Alibaba group Holding Limited American Depositary Shares each representing eight Ordinary share | Buy | $1k – $15k | — |
| 2021-05-19 | MO · Altria group, Inc. | Buy | $1k – $15k | — |
| 2021-05-05 | AMZN · Amazon.com, Inc. | Buy | $15k – $50k | — |
| 2021-05-05 | CCI · Crown Castle International Corp. | Buy | $1k – $15k | — |
| 2021-05-04 | NVDA · NVIDIA Corporation | Buy | $1k – $15k | — |
| 2021-05-04 | CCI · Crown Castle International Corp. | Buy | $1k – $15k | — |
| 2021-05-04 | AMZN · Amazon.com, Inc. | Buy | $15k – $50k | — |
| 2021-05-03 | CCI · Crown Castle International Corp. | Buy | $1k – $15k | — |
| 2021-05-03 | MSFT · Microsoft Corporation | Buy | $1k – $15k | — |
| 2021-04-30 | IBM · International Business Machines Corporation | Buy | $1k – $15k | — |
| 2021-04-26 | LOW · Lowe's Companies, Inc. | Buy | $1k – $15k | — |
| 2021-04-20 | ARCC · Ares Capital Corporation - Closed End Fund | Buy | $1k – $15k | — |
| 2021-04-20 | T · AT&T Inc. | Buy | $1k – $15k | — |
| 2021-04-19 | AI · C3.ai, Inc. Class A | Buy | $1k – $15k | — |
| 2021-04-19 | KO · Coca-Cola Company | Buy | $1k – $15k | — |
| 2021-04-19 | CRM · Salesforce.com Inc | Buy | $1k – $15k | — |
| 2021-04-14 | LOW · Lowe's Companies, Inc. | Buy | $1k – $15k | — |
| 2021-04-12 | AMT · American Tower Corporation | Buy | $1k – $15k | — |
| 2021-03-10 | TSM · Taiwan Semiconductor Manufacturing Company Ltd. | Buy | $1k – $15k | — |
| 2021-02-09 | LOW · Lowe's Companies, Inc. | Buy | $1k – $15k | — |
| 2021-01-20 | NIO · NIO Inc. American depositary shares, each representing one Class A ordinary share | Buy | $1k – $15k | — |
| 2018-12-20 | AMZN · amazon.com, Inc. | Buy | $1k – $15k | — |
| 2018-10-31 | REZI · Resideo Technologies, Inc. | Sell | $640 | — |
| 2018-10-31 | GTX · garrett Motion Inc. | Sell | $288 | — |
| 2018-10-24 | ARKK · aRK Innovation ETF | Buy | $1k – $15k | — |
| 2018-09-28 | MPC · Marathon Petroleum Corporation | Buy | $15k – $50k | — |
| 2018-09-28 | OXY · occidental Petroleum Corporation | Sell | $15k | — |
| 2018-08-08 | PEP · Pepsico, Inc. | Buy | $1k – $15k | — |
| 2018-08-03 | DLTR · Dollar Tree, Inc. | Buy | $1k – $15k | — |
| 2018-08-02 | CME · CME group Inc. - Class a | Buy | $15k | — |
| 2018-08-01 | STI · SunTrust Banks, Inc. | Sell | $15k – $50k | — |
| 2018-08-01 | ACN · accenture plc Class a ordinary Shares | Buy | $1k – $15k | — |
| 2018-08-01 | TJX · TJX Companies, Inc. | Sell | $1k – $15k | — |
| 2018-07-31 | IWN · iShares Russell 2000 Value ETF | Sell | $1k – $15k | — |
| 2018-07-18 | MDT · Medtronic plc. ordinary Shares | Buy | $1k – $15k | — |
| 2018-07-05 | MKC · McCormick & Company, Incorporated | Buy | $1k – $15k | — |
| 2018-06-21 | PPL · PPL Corporation | Sell | $15k – $50k | — |
| 2018-06-07 | AMZN · amazon.com, Inc. | Buy | $1k – $15k | — |
| 2018-06-01 | LLY · Eli Lilly and Company | Sell | $1k – $15k | — |
| 2018-06-01 | HON · Honeywell International Inc. | Buy | $1k – $15k | — |
| 2018-06-01 | MA · Mastercard Incorporated | Sell | $1k – $15k | — |
| 2018-06-01 | ROP · Roper Technologies, Inc. | Sell | $1k – $15k | — |
Trades sourced from public US House & Senate periodic transaction reports (PTRs). Disclosures lag the trades they describe; amounts are disclosed as ranges. Educational only — not investment advice. Methodology: how we collect this.