PURCHASEOhio · District 2
Salesforce, Inc. Common Stock (CRM)CRM
- Transaction date
- Sep 3, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
EXCHANGECalifornia · District 31
Pacific Premier Bancorp Inc - Common Stock (PPBI)PPBI
- Transaction date
- Sep 3, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEIllinois · District 1
Lam Research Corporation - Common Stock (LRCX)LRCX
- Transaction date
- Sep 3, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEIllinois · District 1
Tenet Healthcare Corporation Common Stock (THC)THC
- Transaction date
- Sep 3, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Intuitive Surgical, Inc. - Common Stock (ISRG)ISRG
- Transaction date
- Sep 3, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASECalifornia · District 50
Inverted Capital I LP
- Transaction date
- Sep 3, 2025
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
PURCHASENew Jersey · District 7
Danaher Corporation Common Stock (DHR)DHR
- Transaction date
- Sep 3, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 7
Franco-Nevada Corporation (FNV)FNV
- Transaction date
- Sep 3, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALENew Jersey · District 7
Franklin Resources, Inc. Common Stock (BEN)BEN
- Transaction date
- Sep 3, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Avient Corporation Common Stock (AVNT)AVNT
- Transaction date
- Sep 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Chart Industries, Inc. (GTLS)GTLS
- Transaction date
- Sep 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Semtech Corporation - Common Stock (SMTC)SMTC
- Transaction date
- Sep 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Solaris Energy Infrastructure, Inc. Class A Common Stock (SEI)SEI
- Transaction date
- Sep 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEIllinois · District 1
Arm Holdings plc - American Depositary Shares (ARM)ARM
- Transaction date
- Sep 2, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
KKR Real Estate Select Trust Class U
- Transaction date
- Aug 29, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASENorth Carolina · District 14
Yieldmax Smci Optn Inc Strg ETF - SMCY
- Transaction date
- Aug 29, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Michigan · District 9
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)TSM
- Transaction date
- Aug 28, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Spouse
- Source status
- New
PURCHASEGeorgia · District 14
Alphabet Inc. - Class C Capital Stock (GOOG)GOOG
- Transaction date
- Aug 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Exelon Corporation (EXC)EXC
- Transaction date
- Aug 28, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
FedEx Corporation Common Stock (FDX)FDX
- Transaction date
- Aug 28, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
MercadoLibre, Inc. - Common Stock (MELI)MELI
- Transaction date
- Aug 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Merck & Company, Inc. Common Stock (MRK)MRK
- Transaction date
- Aug 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Morgan Stanley Common Stock (MS)MS
- Transaction date
- Aug 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Novo Nordisk A/S Common Stock (NVO)NVO
- Transaction date
- Aug 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Pepsico, Inc. (PEP)PEP
- Transaction date
- Aug 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Ryman Hospitality Properties, Inc. (RHP)RHP
- Transaction date
- Aug 28, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Southern Company (SO)SO
- Transaction date
- Aug 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
United Parcel Service, Inc. Common Stock (UPS)UPS
- Transaction date
- Aug 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
UnitedHealth Group Incorporated Common Stock (UNH)UNH
- Transaction date
- Aug 28, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEGeorgia · District 14
US Treasury Bill
- Transaction date
- Aug 28, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASENorth Carolina · District 14
Direxion Daily Small Cap Bear 3X ETF - TZA
- Transaction date
- Aug 28, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Amdocs Limited - Ordinary Shares (DOX)DOX
- Transaction date
- Aug 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASESouth Carolina · District 3
Oaktree Strategic Credit Fund Class S
- Transaction date
- Aug 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEOregon · District 4
Walgreens Boots Alliance, Inc. - Common Stock (WBA)WBA
- Transaction date
- Aug 27, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)California · District 31
Amdocs Limited - Ordinary Shares (DOX)DOX
- Transaction date
- Aug 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
APi Group Corporation Common Stock (APG)APG
- Transaction date
- Aug 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Fortive Corporation Common Stock (FTV)FTV
- Transaction date
- Aug 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
GoDaddy Inc. Class A Common Stock (GDDY)GDDY
- Transaction date
- Aug 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Intapp, Inc. - Common Stock (INTA)INTA
- Transaction date
- Aug 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Semtech Corporation - Common Stock (SMTC)SMTC
- Transaction date
- Aug 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Waters Corporation Common Stock (WAT)WAT
- Transaction date
- Aug 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALELouisiana · District 5
Albertsons Companies, Inc. Class A Common Stock (ACI)ACI
- Transaction date
- Aug 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASELouisiana · District 5
Assurant, Inc. Common Stock (AIZ)AIZ
- Transaction date
- Aug 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASELouisiana · District 5
Chipotle Mexican Grill, Inc. Common Stock (CMG)CMG
- Transaction date
- Aug 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 30
Walt Disney Company (DIS)DIS
- Transaction date
- Aug 26, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMaryland · District 6
BJ's Wholesale Club Holdings, Inc. Common Stock (BJ)BJ
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASEIllinois · District 1
Doximity, Inc. Class A Common Stock (DOCS)DOCS
- Transaction date
- Aug 25, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASETexas · District 17
Tomball TX 889858AE6
- Transaction date
- Aug 25, 2025
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
PURCHASESouth Carolina · District 3
US Treasury Note 11/15/2025
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US Treasury Note 11/30/2026
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US Treasury Note 2/15/2028
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US Treasury Note 2/15/2033
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US Treasury Note 2/15/2035
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US Treasury Note 5/15/2028
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US Treasury Note 8/15/2027
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US Treasury Note 8/15/2028
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US Treasury Note 8/15/2029
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
US Treasury Note 8/31/2030
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)New Jersey · District 7
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 7
Stryker Corporation Common Stock (SYK)SYK
- Transaction date
- Aug 25, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New