SALE (PARTIAL)Maryland · District 6
Fortune Brands Innovations, Inc. Common Stock (FBIN)FBIN
- Transaction date
- May 29, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Dependent child
- Source status
- New
PURCHASECalifornia · District 31
Okta, Inc. - Class A Common Stock (OKTA)OKTA
- Transaction date
- May 29, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Prologis, Inc. Common Stock (PLD)PLD
- Transaction date
- May 29, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Tesla, Inc. - Common Stock (TSLA)TSLA
- Transaction date
- May 29, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- 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
PURCHASEWashington · District 1
Pacific Co B1 Bond - Martha Gardens 06/01/2027
- Transaction date
- May 29, 2025
- Reported amount
- $500,001 - $1,000,000
- Owner
- Joint
- Source status
- New
SALEMaryland · District 6
Toro Company (TTC)TTC
- Transaction date
- May 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
SALE (PARTIAL)California · District 31
GoDaddy Inc. Class A Common Stock (GDDY)GDDY
- Transaction date
- May 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK)FWONK
- Transaction date
- May 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
PTC Inc. - Common Stock (PTC)PTC
- Transaction date
- May 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Revvity, Inc. Common Stock (RVTY)RVTY
- Transaction date
- May 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Applovin Corporation - Class A Common Stock (APP)APP
- Transaction date
- May 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Corning Incorporated Common Stock (GLW)GLW
- Transaction date
- May 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
United Parcel Service, Inc. Common Stock (UPS)UPS
- Transaction date
- May 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALETennessee · District 7
OUNZ Van Eck Gold Trust ETF, 100% Interest
- Transaction date
- May 28, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Joint
- Source status
- New
PURCHASESouth Carolina · District 3
Oaktree Strategic Credit Fund Class S
- Transaction date
- May 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Maryland · District 6
Dayforce, Inc. Common Stock (DAY)DAY
- Transaction date
- May 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASEMaryland · District 6
Markel Group Inc. Common Stock (MKL)MKL
- Transaction date
- May 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASEMaryland · District 6
Tractor Supply Company - Common Stock (TSCO)TSCO
- Transaction date
- May 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASECalifornia · District 31
NINTENDO CO LTD ORD (NTDOF)NTDOF
- Transaction date
- May 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 31
Sumitomo Mitsui Financial Group Inc Ordinary Shares (SMFNF)SMFNF
- Transaction date
- May 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Tesla, Inc. - Common Stock (TSLA)TSLA
- Transaction date
- May 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASELouisiana · District 5
State Street Corporation Common Stock (STT)STT
- Transaction date
- May 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALELouisiana · District 5
UnitedHealth Group Incorporated Common Stock (UNH)UNH
- Transaction date
- May 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 50
Allocate Alpha Fund II LP
- Transaction date
- May 27, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
Bank of Nova Scotia
- Transaction date
- May 27, 2025
- Reported amount
- $250,001 - $500,000
- Owner
- Spouse
- Source status
- New
PURCHASEWashington · District 1
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030
- Transaction date
- May 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 7
Aon plc Class A Ordinary Shares (AON)AON
- Transaction date
- May 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENorth Carolina · District 14
Direxion Daily Small Cap Bull 3X ETF (TNA)
- Transaction date
- May 27, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Maryland · District 6
Bio-Techne Corp - Common Stock (TECH)TECH
- Transaction date
- May 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
SALEGeorgia · District 8
GE Aerospace Common Stock (GE)GE
- Transaction date
- May 23, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEGeorgia · District 8
GE Vernova Inc. Common Stock (GEV)GEV
- Transaction date
- May 23, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASENew Jersey · District 5
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE)SE
- Transaction date
- May 23, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
ZTO Express (ZTO)ZTO
- Transaction date
- May 23, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- 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
SALEPennsylvania · District 8
Guidewire Software, Inc. Common Stock (GWRE)GWRE
- Transaction date
- May 23, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 8
Nu Holdings Ltd. Class A Ordinary Shares (NU)NU
- Transaction date
- May 23, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- May 23, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Snowflake Inc. Class A Common Stock (SNOW)SNOW
- Transaction date
- May 23, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 8
Tesla, Inc. - Common Stock (TSLA)TSLA
- Transaction date
- May 23, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 50
Allocate Premier Access Fund
- Transaction date
- May 23, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASENew Jersey · District 5
AbbVie Inc. Common Stock (ABBV)ABBV
- Transaction date
- May 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
ASML Holding N.V. - New York Registry Shares (ASML)ASML
- Transaction date
- May 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Corning Incorporated Common Stock (GLW)GLW
- Transaction date
- May 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- May 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Salesforce, Inc. Common Stock (CRM)CRM
- Transaction date
- May 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
TE Connectivity plc Ordinary Shares (TEL)TEL
- Transaction date
- May 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEWashington · District 1
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42
- Transaction date
- May 22, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 14
Direxion Daily Small Cap Bull 3X ETF
- Transaction date
- May 22, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEIllinois · District 1
Eli Lilly and Company Common Stock (LLY)LLY
- Transaction date
- May 21, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEIllinois · District 1
Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX)FMX
- Transaction date
- May 21, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEIllinois · District 1
International Business Machines Corporation Common Stock (IBM)IBM
- Transaction date
- May 21, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASENew Jersey · District 5
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- May 21, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASECalifornia · District 50
Lynett Capital Partners III
- Transaction date
- May 21, 2025
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Oregon · District 4
Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B
- Transaction date
- May 21, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEOregon · District 4
CME Group Inc. - Class A Common Stock (CME)CME
- Transaction date
- May 21, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New