PURCHASEPennsylvania · District 8
US Treasury Note 06/30/27
- Transaction date
- Jul 1, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Pennsylvania State Turnpike Commission Bond
- Transaction date
- Mar 6, 2026
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Parkland, PA School District Municipal Bond
- Transaction date
- Feb 20, 2026
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Philadelphia, PA Municipal Bond
- Transaction date
- Feb 3, 2026
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
US Treasury Note 01/31/27
- Transaction date
- Feb 3, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Kellanova Common Stock (K)K
- Transaction date
- Dec 11, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Pennsylvania State Turnpike Commission Bond
- Transaction date
- Dec 4, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Souderton, PA Municipal Bond
- Transaction date
- Nov 25, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B
- Transaction date
- Nov 19, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
BRKB Option
- Transaction date
- Nov 19, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
BRKB Option
- Transaction date
- Nov 19, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
BRKB Option
- Transaction date
- Nov 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
BRKB Option
- Transaction date
- Nov 19, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
SPY Option
- Transaction date
- Nov 19, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
SPY Option
- Transaction date
- Nov 19, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
SPY Option
- Transaction date
- Nov 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
SPY Option
- Transaction date
- Nov 19, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
QQQ Option
- Transaction date
- Sep 16, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
SPY Option
- Transaction date
- Sep 16, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
SPY Option
- Transaction date
- Sep 16, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
SPY Option
- Transaction date
- Sep 16, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
IWM Option
- Transaction date
- Sep 15, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
IWM Option
- Transaction date
- Sep 15, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEPennsylvania · District 8
QQQ Option
- Transaction date
- Sep 15, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEPennsylvania · District 8
Arlington, TX Municipal Bond
- Transaction date
- Aug 18, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Pennsylvania State University Municipal Bond
- Transaction date
- Jul 21, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Minneapolis-Saint Paul, MN Municipal Bond
- Transaction date
- Jul 18, 2025
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Zoom Communications, Inc. - Class A Common Stock (ZM)ZM
- Transaction date
- Jun 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Circle Internet Group, Inc. Class A Common Stock (CRCL)CRCL
- Transaction date
- Jun 24, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Coinbase Global, Inc. - Class A Common Stock (COIN)COIN
- Transaction date
- Jun 24, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Amazon.com, Inc. - Common Stock (AMZN)AMZN
- Transaction date
- Jun 23, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
CALL BERKSHIRE CL B
- Transaction date
- Jun 16, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
CALL BERKSHIRE CL B
- Transaction date
- Jun 16, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
CALL BERKSHIRE CL B
- Transaction date
- Jun 16, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
CALL BERKSHIRE CL B
- Transaction date
- Jun 16, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
CALL SPDR S&P 500 ETF
- Transaction date
- Jun 16, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
CALL SPDR S&P 500 ETF
- Transaction date
- Jun 16, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Chubb Limited Common Stock (CB)CB
- Transaction date
- Jun 13, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Atlassian Corporation - Class A Common Stock (TEAM)TEAM
- Transaction date
- Jun 11, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Broadcom Inc. - Common Stock (AVGO)AVGO
- Transaction date
- Jun 11, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Datadog, Inc. - Class A Common Stock (DDOG)DDOG
- Transaction date
- Jun 11, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
GitLab Inc. - Class A Common Stock (GTLB)GTLB
- Transaction date
- Jun 11, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Intel Corporation - Common Stock (INTC)INTC
- Transaction date
- Jun 11, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
ServiceTitan, Inc. - Class A Common Stock (TTAN)TTAN
- Transaction date
- Jun 11, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Applovin Corporation - Class A Common Stock (APP)APP
- Transaction date
- Jun 6, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Pennsylvania · District 8
Intel Corporation - Common Stock (INTC)INTC
- Transaction date
- Jun 6, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Zoom Communications, Inc. - Class A Common Stock (ZM)ZM
- Transaction date
- Jun 6, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Spotify Technology S.A. Ordinary Shares (SPOT)SPOT
- Transaction date
- Jun 5, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Tesla, Inc. - Common Stock (TSLA)TSLA
- Transaction date
- Jun 5, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Pennsylvania · District 8
Atlassian Corporation - Class A Common Stock (TEAM)TEAM
- Transaction date
- Jun 3, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)CRDO
- Transaction date
- Jun 3, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Pennsylvania · District 8
GitLab Inc. - Class A Common Stock (GTLB)GTLB
- Transaction date
- Jun 3, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
McDonald's Corporation Common Stock (MCD)MCD
- Transaction date
- Jun 2, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
OR ST SER J Municipal Bond
- Transaction date
- Jun 2, 2025
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Arista Networks, Inc. Common Stock (ANET)ANET
- Transaction date
- May 29, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- May 29, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Okta, Inc. - Class A Common Stock (OKTA)OKTA
- Transaction date
- May 29, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Veeva Systems Inc. Class A Common Stock (VEEV)VEEV
- Transaction date
- May 29, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
3M Company Common Stock (MMM)MMM
- Transaction date
- May 23, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Elastic N.V. Ordinary Shares (ESTC)ESTC
- Transaction date
- May 23, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New