
Senator · AR · R
Current term Jan 3, 2023 – Jan 3, 2029 · In the Senate since Jan 5, 2011
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Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)
Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.
Reports filed since Jan 1, 2025 with the Senate Office of Public Records (eFD), last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
287 reported transactions in 36 electronically filed reports; latest filed Oct 21, 2026.
Periodic Transaction Report · filed Jun 14, 2025 · Senate eFD
View original filingSuperseded by a later amendment; shown for the record.
Raytheon Technologies CorpRTX
Stock
Disclosed 15 days after the trade. RTX closed at $136.48 on May 30, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 2, 2025 | $137.46 | +0.72% | +$57 gain | |
| Day of disclosureJun 16, 2025 | $146.46 | +7.31% | +$585 gain | |
| 30 days afterJun 30, 2025 | $146.02 | +6.99% | +$559 gain | |
| 90 days afterAug 28, 2025 | $160.66 | +17.7% | +$1,418 gain | |
| Latest closeOct 20, 2026 | $193.34 | +41.7% | +$3,333 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Nvidia CorpNVDA
Stock
Disclosed 32 days after the trade. NVDA closed at $129.93 on May 13, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMay 14, 2025 | $135.34 | +4.16% | +$333 gain | |
| Day of disclosureJun 16, 2025 | $144.69 | +11.4% | +$909 gain | |
| 30 days afterJun 12, 2025 | $145.00 | +11.6% | +$928 gain | |
| 90 days afterAug 11, 2025 | $182.06 | +40.1% | +$3,210 gain | |
| Latest closeOct 22, 2026 | $212.21 | +63.3% | +$5,067 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Meta Platforms IncMETA
Stock
Disclosed 15 days after the trade. META closed at $647.49 on May 30, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 2, 2025 | $670.90 | +3.62% | +$289 gain | |
| Day of disclosureJun 16, 2025 | $702.12 | +8.44% | +$675 gain | |
| 30 days afterJun 30, 2025 | $738.09 | +14.0% | +$1,120 gain | |
| 90 days afterAug 28, 2025 | $751.11 | +16.0% | +$1,280 gain | |
| Latest closeOct 20, 2026 | $694.25 | +7.22% | +$578 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Meta Platforms IncMETA
Stock
Disclosed 29 days after the trade. META closed at $640.34 on May 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMay 19, 2025 | $640.43 | +0.01% | +$1 gain | |
| Day of disclosureJun 16, 2025 | $702.12 | +9.65% | +$772 gain | |
| 30 days afterJun 16, 2025 | $702.12 | +9.65% | +$772 gain | |
| 90 days afterAug 14, 2025 | $782.13 | +22.1% | +$1,772 gain | |
| Latest closeOct 20, 2026 | $694.25 | +8.42% | +$674 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Home DepotHD
Stock
Disclosed 25 days after the trade. HD closed at $377.05 on May 20, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMay 21, 2025 | $370.84 | −1.65% | −$132 loss | |
| Day of disclosureJun 16, 2025 | $353.56 | −6.23% | −$498 loss | |
| 30 days afterJun 20, 2025 | $349.62 | −7.27% | −$582 loss | |
| 90 days afterAug 18, 2025 | $394.70 | +4.68% | +$375 gain | |
| Latest closeOct 20, 2026 | $315.11 | −16.4% | −$1,314 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Home DepotHD
Stock
Disclosed 29 days after the trade. HD closed at $380.78 on May 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMay 19, 2025 | $379.38 | −0.37% | −$29 loss | |
| Day of disclosureJun 16, 2025 | $353.56 | −7.15% | −$572 loss | |
| 30 days afterJun 16, 2025 | $353.56 | −7.15% | −$572 loss | |
| 90 days afterAug 14, 2025 | $400.32 | +5.13% | +$411 gain | |
| Latest closeOct 20, 2026 | $315.11 | −17.2% | −$1,380 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Broadcom Inc. - Common Stock
Stock
No ticker reported
Atmos Energy CorpATO
Stock
Disclosed 25 days after the trade. ATO closed at $159.10 on May 20, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMay 21, 2025 | $156.96 | −1.35% | −$108 loss | |
| Day of disclosureJun 16, 2025 | $152.04 | −4.44% | −$355 loss | |
| 30 days afterJun 20, 2025 | $153.56 | −3.48% | −$279 loss | |
| 90 days afterAug 18, 2025 | $164.02 | +3.09% | +$247 gain | |
| Latest closeOct 20, 2026 | $167.13 | +5.05% | +$404 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Amazon.com IncAMZN
Stock
Disclosed 29 days after the trade. AMZN closed at $205.59 on May 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMay 19, 2025 | $206.16 | +0.28% | +$22 gain | |
| Day of disclosureJun 16, 2025 | $216.10 | +5.11% | +$409 gain | |
| 30 days afterJun 16, 2025 | $216.10 | +5.11% | +$409 gain | |
| 90 days afterAug 14, 2025 | $230.98 | +12.3% | +$988 gain | |
| Latest closeOct 20, 2026 | $262.63 | +27.7% | +$2,220 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Alphabet Cl AGOOGL
Stock
Disclosed 25 days after the trade. GOOGL closed at $163.98 on May 20, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMay 21, 2025 | $168.56 | +2.79% | +$223 gain | |
| Day of disclosureJun 16, 2025 | $176.77 | +7.80% | +$624 gain | |
| 30 days afterJun 20, 2025 | $166.64 | +1.62% | +$130 gain | |
| 90 days afterAug 18, 2025 | $203.50 | +24.1% | +$1,928 gain | |
| Latest closeOct 20, 2026 | $340.28 | +107.5% | +$8,602 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 30, 2025Filed 15 days later | Joint | Raytheon Technologies CorpRTXStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 15 days after the trade. RTX closed at $136.48 on May 30, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| May 13, 2025Filed 32 days later | Joint | Nvidia CorpNVDAStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 32 days after the trade. NVDA closed at $129.93 on May 13, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| May 30, 2025Filed 15 days later | Joint | Meta Platforms IncMETAStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 15 days after the trade. META closed at $647.49 on May 30, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| May 16, 2025Filed 29 days later | Joint | Meta Platforms IncMETA | ||||||||||||||||||||||||||||
Disclosed 29 days after the trade. META closed at $640.34 on May 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Periodic Transaction Report · filed May 14, 2025 · Senate eFD
View original filingSuperseded by a later amendment; shown for the record.
Salesforce IncCRM
Stock
Disclosed 22 days after the trade. CRM closed at $243.39 on Apr 22, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 23, 2025 | $250.48 | +2.91% | $233 gain missed | |
| Day of disclosureMay 14, 2025 | $290.74 | +19.5% | $1,557 gain missed | |
| 30 days afterMay 22, 2025 | $283.42 | +16.4% | $1,316 gain missed | |
| 90 days afterJul 21, 2025 | $262.28 | +7.76% | $621 gain missed | |
| Latest closeOct 20, 2026 | $242.43 | −0.39% | $32 loss avoided |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Lam Research CorpLRCX
Stock
Disclosed 28 days after the trade. LRCX closed at $65.14 on Apr 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 17, 2025 | $63.76 | −2.12% | $170 loss avoided | |
| Day of disclosureMay 14, 2025 | $84.97 | +30.4% | $2,436 gain missed | |
| 30 days afterMay 16, 2025 | $84.43 | +29.6% | $2,369 gain missed | |
| 90 days afterJul 15, 2025 | $101.07 | +55.2% | $4,413 gain missed | |
| Latest closeOct 20, 2026 | $263.45 | +304.4% | $24,358 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed May 14, 2025 · Senate eFD
View original filingSuperseded by a later amendment; shown for the record.
Unitedhealth Group IncUNH
Stock
Disclosed 28 days after the trade. UNH closed at $585.04 on Apr 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 17, 2025 | $454.11 | −22.4% | −$1,791 loss | |
| Day of disclosureMay 14, 2025 | $308.01 | −47.4% | −$3,789 loss | |
| 30 days afterMay 16, 2025 | $291.91 | −50.1% | −$4,009 loss | |
| 90 days afterJul 15, 2025 | $291.71 | −50.1% | −$4,012 loss | |
| Latest closeOct 20, 2026 | $419.26 | −28.3% | −$2,267 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Oracle CorpORCL
Stock
Disclosed 28 days after the trade. ORCL closed at $129.76 on Apr 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 17, 2025 | $128.62 | −0.88% | −$70 loss | |
| Day of disclosureMay 14, 2025 | $162.95 | +25.6% | +$2,046 gain | |
| 30 days afterMay 16, 2025 | $160.49 | +23.7% | +$1,895 gain | |
| 90 days afterJul 15, 2025 | $234.96 | +81.1% | +$6,487 gain | |
| Latest closeOct 20, 2026 | $131.14 | +1.06% | +$85 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Apr 20, 2025 · Senate eFD
View original filingSuperseded by a later amendment; shown for the record.
iShares S&P 500 Growth ETFIVW
Stock
Disclosed 32 days after the trade. IVW closed at $94.80 on Mar 19, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeMar 20, 2025 | $94.58 | −0.23% | $19 loss avoided | |
| Day of disclosureApr 21, 2025 | $85.89 | −9.40% | $752 loss avoided | |
| 30 days afterApr 21, 2025 | $85.89 | −9.40% | $752 loss avoided | |
| 90 days afterJun 17, 2025 | $105.39 | +11.2% | $894 gain missed | |
| Latest closeOct 20, 2026 | $139.95 | +47.6% | $3,811 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Dte Energy CompanyDTE
Stock
Disclosed 32 days after the trade. DTE closed at $136.17 on Mar 19, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeMar 20, 2025 | $136.94 | +0.57% | $45 gain missed | |
| Day of disclosureApr 21, 2025 | $131.78 | −3.22% | $258 loss avoided | |
| 30 days afterApr 21, 2025 | $131.78 | −3.22% | $258 loss avoided | |
| 90 days afterJun 17, 2025 | $131.97 | −3.08% | $247 loss avoided | |
| Latest closeOct 20, 2026 | $129.32 | −5.03% | $402 loss avoided |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Apr 20, 2025 · Senate eFD
View original filingSuperseded by a later amendment; shown for the record.
Invesco Short Term Treasury ETFTBLL
Stock
Disclosed 32 days after the trade. TBLL closed at $105.76 on Mar 19, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMar 20, 2025 | $105.77 | +0.01% | +$1 gain | |
| Day of disclosureApr 21, 2025 | $105.44 | −0.30% | −$24 loss | |
| 30 days afterApr 21, 2025 | $105.44 | −0.30% | −$24 loss | |
| 90 days afterJun 17, 2025 | $105.74 | −0.02% | −$2 loss | |
| Latest closeOct 20, 2026 | $105.47 | −0.27% | −$22 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Invesco Short Term Treasury ETFTBLL
Stock
Disclosed 46 days after the trade. TBLL closed at $105.59 on Mar 5, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMar 6, 2025 | $105.59 | 0.00% | $0 | |
| Day of disclosureApr 21, 2025 | $105.44 | −0.14% | −$11 loss | |
| 30 days afterApr 4, 2025 | $105.64 | +0.05% | +$4 gain | |
| 90 days afterJun 3, 2025 | $105.57 | −0.02% | −$2 loss | |
| Latest closeOct 20, 2026 | $105.47 | −0.11% | −$9 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Mar 6, 2025 · Senate eFD
View original filingSprott Uranium Miners ETFURNM
Stock
Disclosed 9 days after the trade. URNM closed at $35.30 on Feb 25, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 26, 2025 | $35.96 | +1.87% | +$150 gain | |
| Day of disclosureMar 6, 2025 | $34.05 | −3.54% | −$283 loss | |
| 30 days afterMar 27, 2025 | $33.33 | −5.58% | −$447 loss | |
| 90 days afterMay 27, 2025 | $41.48 | +17.5% | +$1,401 gain | |
| Latest closeOct 20, 2026 | $43.19 | +22.4% | +$1,788 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Sprott Lithium Miners ETFLITP
Stock
Disclosed 8 days after the trade. LITP closed at $6.33 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $6.33 | −0.08% | −$6 loss | |
| Day of disclosureMar 6, 2025 | $6.31 | −0.26% | −$21 loss | |
| 30 days afterMar 28, 2025 | $6.23 | −1.58% | −$126 loss | |
| 90 days afterMay 27, 2025 | $5.51 | −13.0% | −$1,036 loss | |
| Latest closeOct 20, 2026 | $7.60 | +20.1% | +$1,610 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Mar 6, 2025 · Senate eFD
View original filingRestaurant Brands InternationalQSR
Stock
Disclosed 30 days after the trade. QSR closed at $61.93 on Feb 4, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 5, 2025 | $62.71 | +1.26% | $101 gain missed | |
| Day of disclosureMar 6, 2025 | $67.51 | +9.01% | $721 gain missed | |
| 30 days afterMar 6, 2025 | $67.51 | +9.01% | $721 gain missed | |
| 90 days afterMay 5, 2025 | $66.74 | +7.77% | $621 gain missed | |
| Latest closeOct 20, 2026 | $75.11 | +21.3% | $1,703 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Pfizer IncPFE
Stock
Disclosed 21 days after the trade. PFE closed at $25.64 on Feb 13, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 14, 2025 | $25.53 | −0.43% | $34 loss avoided | |
| Day of disclosureMar 6, 2025 | $26.24 | +2.34% | $187 gain missed | |
| 30 days afterMar 17, 2025 | $26.05 | +1.60% | $128 gain missed | |
| 90 days afterMay 14, 2025 | $22.02 | −14.1% | $1,130 loss avoided | |
| Latest closeOct 20, 2026 | $30.11 | +17.4% | $1,395 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Feb 8, 2025 · Senate eFD
View original filingSPDR??S&P 500? ETF TrustSPY
Stock
Disclosed 23 days after the trade. SPY closed at $591.64 on Jan 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 17, 2025 | $597.58 | +1.00% | $80 gain missed | |
| Day of disclosureFeb 10, 2025 | $604.85 | +2.23% | $179 gain missed | |
| 30 days afterFeb 18, 2025 | $611.49 | +3.36% | $268 gain missed | |
| 90 days afterApr 16, 2025 | $525.66 | −11.2% | $892 loss avoided | |
| Latest closeOct 20, 2026 | $769.05 | +30.0% | $2,399 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
iShares S&P 500 Growth ETFIVW
Stock
Disclosed 11 days after the trade. IVW closed at $104.48 on Jan 28, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 29, 2025 | $103.79 | −0.66% | $53 loss avoided | |
| Day of disclosureFeb 10, 2025 | $105.64 | +1.11% | $89 gain missed | |
| 30 days afterFeb 27, 2025 | $99.34 | −4.92% | $394 loss avoided | |
| 90 days afterApr 28, 2025 | $94.04 | −9.99% | $799 loss avoided | |
| Latest closeOct 20, 2026 | $139.95 | +33.9% | $2,716 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Feb 8, 2025 · Senate eFD
View original filingSalesforce IncCRM
Stock
Disclosed 25 days after the trade. CRM closed at $323.54 on Jan 14, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJan 15, 2025 | $321.16 | −0.74% | −$59 loss | |
| Day of disclosureFeb 10, 2025 | $327.20 | +1.13% | +$91 gain | |
| 30 days afterFeb 13, 2025 | $329.85 | +1.95% | +$156 gain | |
| 90 days afterApr 14, 2025 | $254.55 | −21.3% | −$1,706 loss | |
| Latest closeOct 20, 2026 | $242.43 | −25.1% | −$2,006 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Nvidia CorpNVDA
Stock
Disclosed 25 days after the trade. NVDA closed at $131.76 on Jan 14, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJan 15, 2025 | $136.24 | +3.40% | +$272 gain | |
| Day of disclosureFeb 10, 2025 | $133.57 | +1.37% | +$110 gain | |
| 30 days afterFeb 13, 2025 | $135.29 | +2.68% | +$214 gain | |
| 90 days afterApr 14, 2025 | $110.71 | −16.0% | −$1,278 loss | |
| Latest closeOct 22, 2026 | $212.21 | +61.1% | +$4,885 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Jan 14, 2025 · Senate eFD
View original filingApplied Materials, Inc. - Common StockAMAT
Stock
Disclosed 22 days after the trade. AMAT closed at $167.46 on Dec 23, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeDec 24, 2024 | $168.37 | +0.54% | $43 gain missed | |
| Day of disclosureJan 14, 2025 | $173.65 | +3.70% | $296 gain missed | |
| 30 days afterJan 22, 2025 | $195.51 | +16.8% | $1,340 gain missed | |
| 90 days afterMar 24, 2025 | $154.95 | −7.47% | $598 loss avoided | |
| Latest closeOct 20, 2026 | $404.98 | +141.8% | $11,348 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dec 23, 2024Filed 22 days later | Joint | Applied Materials, Inc. - Common StockAMATStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 22 days after the trade. AMAT closed at $167.46 on Dec 23, 2024; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Purchase |
| $1,001 - $15,000 |
| May 20, 2025Filed 25 days later | Joint | Home DepotHDStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. HD closed at $377.05 on May 20, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| May 16, 2025Filed 29 days later | Joint | Home DepotHDStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. HD closed at $380.78 on May 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| May 13, 2025Filed 32 days later | Joint | Broadcom Inc. - Common StockStock | Purchase | $1,001 - $15,000 | No ticker reported |
| May 20, 2025Filed 25 days later | Joint | Atmos Energy CorpATOStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. ATO closed at $159.10 on May 20, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| May 16, 2025Filed 29 days later | Joint | Amazon.com IncAMZNStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. AMZN closed at $205.59 on May 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| May 20, 2025Filed 25 days later | Joint | Alphabet Cl AGOOGLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. GOOGL closed at $163.98 on May 20, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
JP Morgan Chase & CompanyJPM
Stock
Disclosed 36 days after the trade. JPM closed at $216.87 on Apr 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 9, 2025 | $234.34 | +8.06% | $645 gain missed | |
| Day of disclosureMay 14, 2025 | $265.64 | +22.5% | $1,799 gain missed | |
| 30 days afterMay 8, 2025 | $253.47 | +16.9% | $1,350 gain missed | |
| 90 days afterJul 7, 2025 | $291.97 | +34.6% | $2,771 gain missed | |
| Latest closeOct 20, 2026 | $335.26 | +54.6% | $4,368 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
iShares S&P 500 Growth ETFIVW
Stock
Disclosed 36 days after the trade. IVW closed at $82.96 on Apr 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 9, 2025 | $92.32 | +11.3% | $903 gain missed | |
| Day of disclosureMay 14, 2025 | $103.21 | +24.4% | $1,953 gain missed | |
| 30 days afterMay 8, 2025 | $97.18 | +17.1% | $1,371 gain missed | |
| 90 days afterJul 7, 2025 | $110.15 | +32.8% | $2,622 gain missed | |
| Latest closeOct 20, 2026 | $139.95 | +68.7% | $5,496 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
iShares 1-3 Year Treasury Bond ETFSHY
Stock
Disclosed 35 days after the trade. SHY closed at $82.59 on Apr 9, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 10, 2025 | $82.58 | −0.01% | $1 loss avoided | |
| Day of disclosureMay 14, 2025 | $82.26 | −0.40% | $32 loss avoided | |
| 30 days afterMay 9, 2025 | $82.49 | −0.12% | $10 loss avoided | |
| 90 days afterJul 8, 2025 | $82.40 | −0.23% | $18 loss avoided | |
| Latest closeOct 20, 2026 | $81.30 | −1.56% | $125 loss avoided |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Gilead Sciences IncGILD
Stock
Disclosed 28 days after the trade. GILD closed at $104.88 on Apr 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 17, 2025 | $104.54 | −0.32% | $26 loss avoided | |
| Day of disclosureMay 14, 2025 | $98.38 | −6.20% | $496 loss avoided | |
| 30 days afterMay 16, 2025 | $102.50 | −2.27% | $182 loss avoided | |
| 90 days afterJul 15, 2025 | $109.06 | +3.99% | $319 gain missed | |
| Latest closeOct 20, 2026 | $156.51 | +49.2% | $3,939 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Bank of America CorpBAC
Stock
Disclosed 29 days after the trade. BAC closed at $37.99 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $37.33 | −1.74% | $139 loss avoided | |
| Day of disclosureMay 14, 2025 | $44.74 | +17.8% | $1,422 gain missed | |
| 30 days afterMay 15, 2025 | $44.38 | +16.8% | $1,346 gain missed | |
| 90 days afterJul 14, 2025 | $47.07 | +23.9% | $1,912 gain missed | |
| Latest closeOct 20, 2026 | $50.64 | +33.3% | $2,664 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Applied MaterialsAMAT
Stock
Disclosed 28 days after the trade. AMAT closed at $138.19 on Apr 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 17, 2025 | $137.46 | −0.53% | $42 loss avoided | |
| Day of disclosureMay 14, 2025 | $174.14 | +26.0% | $2,081 gain missed | |
| 30 days afterMay 16, 2025 | $165.57 | +19.8% | $1,585 gain missed | |
| 90 days afterJul 15, 2025 | $199.29 | +44.2% | $3,538 gain missed | |
| Latest closeOct 20, 2026 | $404.98 | +193.1% | $15,447 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 22, 2025Filed 22 days later | Joint | Salesforce IncCRMStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 22 days after the trade. CRM closed at $243.39 on Apr 22, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 16, 2025Filed 28 days later | Joint | Lam Research CorpLRCXStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. LRCX closed at $65.14 on Apr 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 8, 2025Filed 36 days later | Joint | JP Morgan Chase & CompanyJPMStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 36 days after the trade. JPM closed at $216.87 on Apr 8, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 8, 2025Filed 36 days later | Joint | iShares S&P 500 Growth ETFIVWStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 36 days after the trade. IVW closed at $82.96 on Apr 8, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 9, 2025Filed 35 days later | Joint | iShares 1-3 Year Treasury Bond ETFSHYStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 35 days after the trade. SHY closed at $82.59 on Apr 9, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 16, 2025Filed 28 days later | Joint | Gilead Sciences IncGILDStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. GILD closed at $104.88 on Apr 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 29 days later | Joint | Bank of America CorpBACStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. BAC closed at $37.99 on Apr 15, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 16, 2025Filed 28 days later | Joint | Applied MaterialsAMATStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. AMAT closed at $138.19 on Apr 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Microsoft CorpMSFT
Stock
Disclosed 22 days after the trade. MSFT closed at $366.82 on Apr 22, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 23, 2025 | $374.39 | +2.06% | +$165 gain | |
| Day of disclosureMay 14, 2025 | $452.94 | +23.5% | +$1,878 gain | |
| 30 days afterMay 22, 2025 | $454.86 | +24.0% | +$1,920 gain | |
| 90 days afterJul 21, 2025 | $510.06 | +39.0% | +$3,124 gain | |
| Latest closeOct 20, 2026 | $531.87 | +45.0% | +$3,600 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft CorpMSFT
Stock
Disclosed 28 days after the trade. MSFT closed at $371.61 on Apr 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 17, 2025 | $367.78 | −1.03% | −$82 loss | |
| Day of disclosureMay 14, 2025 | $452.94 | +21.9% | +$1,751 gain | |
| 30 days afterMay 16, 2025 | $454.27 | +22.2% | +$1,780 gain | |
| 90 days afterJul 15, 2025 | $505.82 | +36.1% | +$2,890 gain | |
| Latest closeOct 20, 2026 | $531.87 | +43.1% | +$3,450 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Meta Platforms IncMETA
Stock
Disclosed 29 days after the trade. META closed at $521.52 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $502.31 | −3.68% | −$295 loss | |
| Day of disclosureMay 14, 2025 | $659.36 | +26.4% | +$2,115 gain | |
| 30 days afterMay 15, 2025 | $643.88 | +23.5% | +$1,877 gain | |
| 90 days afterJul 14, 2025 | $720.92 | +38.2% | +$3,059 gain | |
| Latest closeOct 20, 2026 | $694.25 | +33.1% | +$2,650 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
iShares iBoxx $ High Yield Corporate Bond ETFHYG
Stock
Disclosed 35 days after the trade. HYG closed at $77.78 on Apr 9, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 10, 2025 | $76.51 | −1.63% | −$131 loss | |
| Day of disclosureMay 14, 2025 | $79.18 | +1.80% | +$144 gain | |
| 30 days afterMay 9, 2025 | $78.55 | +0.99% | +$79 gain | |
| 90 days afterJul 8, 2025 | $79.99 | +2.84% | +$227 gain | |
| Latest closeOct 20, 2026 | $76.83 | −1.22% | −$98 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
COLGATE PALMOLIVE LTD.COLPAL
Stock
Ticker not recognized
First Trust Global Tactical Commodity Strategy FunFTGC
Stock
Disclosed 36 days after the trade. FTGC closed at $23.09 on Apr 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 9, 2025 | $23.92 | +3.59% | +$288 gain | |
| Day of disclosureMay 14, 2025 | $24.60 | +6.54% | +$523 gain | |
| 30 days afterMay 8, 2025 | $24.36 | +5.50% | +$440 gain | |
| 90 days afterJul 7, 2025 | $24.88 | +7.75% | +$620 gain | |
| Latest closeOct 20, 2026 | $30.98 | +34.2% | +$2,733 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Broadcom Inc. - Common StockAVGO
Stock
Disclosed 36 days after the trade. AVGO closed at $156.03 on Apr 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 9, 2025 | $185.15 | +18.7% | +$1,493 gain | |
| Day of disclosureMay 14, 2025 | $232.12 | +48.8% | +$3,902 gain | |
| 30 days afterMay 8, 2025 | $207.77 | +33.2% | +$2,653 gain | |
| 90 days afterJul 7, 2025 | $274.18 | +75.7% | +$6,059 gain | |
| Latest closeOct 20, 2026 | $334.37 | +114.3% | +$9,145 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 16, 2025Filed 28 days later | Joint | Unitedhealth Group IncUNHStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. UNH closed at $585.04 on Apr 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 16, 2025Filed 28 days later | Joint | Oracle CorpORCLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. ORCL closed at $129.76 on Apr 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 22, 2025Filed 22 days later | Joint | Microsoft CorpMSFTStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 22 days after the trade. MSFT closed at $366.82 on Apr 22, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 16, 2025Filed 28 days later | Joint | Microsoft CorpMSFTStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. MSFT closed at $371.61 on Apr 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 29 days later | Joint | Meta Platforms IncMETAStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. META closed at $521.52 on Apr 15, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 9, 2025Filed 35 days later | Joint | iShares iBoxx $ High Yield Corporate Bond ETFHYGStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 35 days after the trade. HYG closed at $77.78 on Apr 9, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 8, 2025Filed 36 days later | Joint | COLGATE PALMOLIVE LTD.COLPALStock | Purchase | $1,001 - $15,000 | Ticker not recognized | |||||||||||||||||||||||||
| Apr 8, 2025Filed 36 days later | Joint | First Trust Global Tactical Commodity Strategy FunFTGCStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 36 days after the trade. FTGC closed at $23.09 on Apr 8, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 8, 2025Filed 36 days later | Joint | Broadcom Inc. - Common StockAVGOStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 36 days after the trade. AVGO closed at $156.03 on Apr 8, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 19, 2025Filed 32 days later | Joint | iShares S&P 500 Growth ETFIVWStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 32 days after the trade. IVW closed at $94.80 on Mar 19, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Mar 19, 2025Filed 32 days later | Joint | Dte Energy CompanyDTEStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 32 days after the trade. DTE closed at $136.17 on Mar 19, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Applied MaterialsAMAT
Stock
Disclosed 32 days after the trade. AMAT closed at $154.46 on Mar 19, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMar 20, 2025 | $154.38 | −0.05% | −$4 loss | |
| Day of disclosureApr 21, 2025 | $135.56 | −12.2% | −$979 loss | |
| 30 days afterApr 21, 2025 | $135.56 | −12.2% | −$979 loss | |
| 90 days afterJun 17, 2025 | $174.09 | +12.7% | +$1,017 gain | |
| Latest closeOct 20, 2026 | $404.98 | +162.2% | +$12,977 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 19, 2025Filed 32 days later | Joint | Invesco Short Term Treasury ETFTBLLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 32 days after the trade. TBLL closed at $105.76 on Mar 19, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Mar 5, 2025Filed 46 days later · past 45 days | Joint | Invesco Short Term Treasury ETFTBLLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 46 days after the trade. TBLL closed at $105.59 on Mar 5, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Mar 19, 2025Filed 32 days later | Joint | Applied MaterialsAMATStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 32 days after the trade. AMAT closed at $154.46 on Mar 19, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Nvidia CorpNVDA
Stock
Disclosed 8 days after the trade. NVDA closed at $131.28 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $120.15 | −8.48% | −$678 loss | |
| Day of disclosureMar 6, 2025 | $110.57 | −15.8% | −$1,262 loss | |
| 30 days afterMar 28, 2025 | $109.67 | −16.5% | −$1,317 loss | |
| 90 days afterMay 27, 2025 | $135.50 | +3.21% | +$257 gain | |
| Latest closeOct 22, 2026 | $212.21 | +61.6% | +$4,932 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Motorola SolutionsMSI
Stock
Disclosed 8 days after the trade. MSI closed at $426.27 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $429.55 | +0.77% | +$62 gain | |
| Day of disclosureMar 6, 2025 | $423.31 | −0.69% | −$56 loss | |
| 30 days afterMar 28, 2025 | $432.99 | +1.58% | +$126 gain | |
| 90 days afterMay 27, 2025 | $420.44 | −1.37% | −$109 loss | |
| Latest closeOct 20, 2026 | $463.46 | +8.72% | +$698 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft CorpMSFT
Stock
Disclosed 20 days after the trade. MSFT closed at $408.43 on Feb 14, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 18, 2025 | $409.64 | +0.30% | +$24 gain | |
| Day of disclosureMar 6, 2025 | $396.89 | −2.83% | −$226 loss | |
| 30 days afterMar 17, 2025 | $388.70 | −4.83% | −$387 loss | |
| 90 days afterMay 15, 2025 | $453.13 | +10.9% | +$876 gain | |
| Latest closeOct 20, 2026 | $531.87 | +30.2% | +$2,418 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft CorpMSFT
Stock
Disclosed 29 days after the trade. MSFT closed at $413.29 on Feb 5, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 6, 2025 | $415.82 | +0.61% | +$49 gain | |
| Day of disclosureMar 6, 2025 | $396.89 | −3.97% | −$317 loss | |
| 30 days afterMar 7, 2025 | $393.31 | −4.83% | −$387 loss | |
| 90 days afterMay 6, 2025 | $433.31 | +4.84% | +$388 gain | |
| Latest closeOct 20, 2026 | $531.87 | +28.7% | +$2,296 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mastercard IncMA
Stock
Disclosed 29 days after the trade. MA closed at $566.29 on Feb 5, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 6, 2025 | $567.16 | +0.15% | +$12 gain | |
| Day of disclosureMar 6, 2025 | $549.82 | −2.91% | −$233 loss | |
| 30 days afterMar 7, 2025 | $546.77 | −3.45% | −$276 loss | |
| 90 days afterMay 6, 2025 | $558.99 | −1.29% | −$103 loss | |
| Latest closeOct 20, 2026 | $620.42 | +9.56% | +$765 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Invesco Short Term Treasury ETFTBLL
Stock
Disclosed 8 days after the trade. TBLL closed at $105.50 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $105.51 | +0.01% | +$1 gain | |
| Day of disclosureMar 6, 2025 | $105.59 | +0.09% | +$7 gain | |
| 30 days afterMar 28, 2025 | $105.52 | +0.02% | +$2 gain | |
| 90 days afterMay 27, 2025 | $105.49 | −0.00% | −$0 loss | |
| Latest closeOct 20, 2026 | $105.47 | −0.02% | −$2 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Ecolab IncECL
Stock
Disclosed 8 days after the trade. ECL closed at $266.47 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $267.18 | +0.27% | +$21 gain | |
| Day of disclosureMar 6, 2025 | $266.25 | −0.08% | −$7 loss | |
| 30 days afterMar 28, 2025 | $249.51 | −6.36% | −$509 loss | |
| 90 days afterMay 27, 2025 | $265.48 | −0.37% | −$30 loss | |
| Latest closeOct 20, 2026 | $288.16 | +8.14% | +$651 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Boston Scientific CorpBSX
Stock
Disclosed 21 days after the trade. BSX closed at $106.14 on Feb 13, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 14, 2025 | $106.11 | −0.03% | −$2 loss | |
| Day of disclosureMar 6, 2025 | $100.80 | −5.03% | −$403 loss | |
| 30 days afterMar 17, 2025 | $98.90 | −6.82% | −$546 loss | |
| 90 days afterMay 14, 2025 | $102.95 | −3.01% | −$240 loss | |
| Latest closeOct 20, 2026 | $45.58 | −57.1% | −$4,565 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
American Express CompanyAXP
Stock
Disclosed 8 days after the trade. AXP closed at $296.10 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $294.20 | −0.64% | −$51 loss | |
| Day of disclosureMar 6, 2025 | $275.64 | −6.91% | −$553 loss | |
| 30 days afterMar 28, 2025 | $265.48 | −10.3% | −$827 loss | |
| 90 days afterMay 27, 2025 | $293.76 | −0.79% | −$63 loss | |
| Latest closeOct 20, 2026 | $318.34 | +7.51% | +$601 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
American Express CompanyAXP
Stock
Disclosed 29 days after the trade. AXP closed at $320.53 on Feb 5, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 6, 2025 | $320.15 | −0.12% | −$9 loss | |
| Day of disclosureMar 6, 2025 | $275.64 | −14.0% | −$1,121 loss | |
| 30 days afterMar 7, 2025 | $273.21 | −14.8% | −$1,181 loss | |
| 90 days afterMay 6, 2025 | $275.37 | −14.1% | −$1,127 loss | |
| Latest closeOct 20, 2026 | $318.34 | −0.68% | −$55 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Amazon.com IncAMZN
Stock
Disclosed 8 days after the trade. AMZN closed at $214.35 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $208.74 | −2.62% | −$209 loss | |
| Day of disclosureMar 6, 2025 | $200.70 | −6.37% | −$510 loss | |
| 30 days afterMar 28, 2025 | $192.72 | −10.1% | −$807 loss | |
| 90 days afterMay 27, 2025 | $206.02 | −3.89% | −$311 loss | |
| Latest closeOct 20, 2026 | $262.63 | +22.5% | +$1,802 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Amazon.com IncAMZN
Stock
Disclosed 30 days after the trade. AMZN closed at $242.06 on Feb 4, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 5, 2025 | $236.17 | −2.43% | −$195 loss | |
| Day of disclosureMar 6, 2025 | $200.70 | −17.1% | −$1,367 loss | |
| 30 days afterMar 6, 2025 | $200.70 | −17.1% | −$1,367 loss | |
| 90 days afterMay 5, 2025 | $186.35 | −23.0% | −$1,841 loss | |
| Latest closeOct 20, 2026 | $262.63 | +8.50% | +$680 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Alphabet Cl AGOOGL
Stock
Disclosed 21 days after the trade. GOOGL closed at $186.14 on Feb 13, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 14, 2025 | $185.23 | −0.49% | −$39 loss | |
| Day of disclosureMar 6, 2025 | $172.35 | −7.41% | −$593 loss | |
| 30 days afterMar 17, 2025 | $164.29 | −11.7% | −$939 loss | |
| 90 days afterMay 14, 2025 | $165.37 | −11.2% | −$893 loss | |
| Latest closeOct 20, 2026 | $340.28 | +82.8% | +$6,625 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 25, 2025Filed 9 days later | Joint | Sprott Uranium Miners ETFURNMStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 9 days after the trade. URNM closed at $35.30 on Feb 25, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 8 days later | Joint | Sprott Lithium Miners ETFLITPStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. LITP closed at $6.33 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 8 days later | Joint | Nvidia CorpNVDAStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. NVDA closed at $131.28 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 8 days later | Joint | Motorola SolutionsMSIStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. MSI closed at $426.27 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 14, 2025Filed 20 days later | Joint | Microsoft CorpMSFTStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 20 days after the trade. MSFT closed at $408.43 on Feb 14, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 5, 2025Filed 29 days later | Joint | Microsoft CorpMSFTStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. MSFT closed at $413.29 on Feb 5, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 5, 2025Filed 29 days later | Joint | Mastercard IncMAStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. MA closed at $566.29 on Feb 5, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 8 days later | Joint | Invesco Short Term Treasury ETFTBLLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. TBLL closed at $105.50 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 8 days later | Joint | Ecolab IncECLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. ECL closed at $266.47 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 13, 2025Filed 21 days later | Joint | Boston Scientific CorpBSXStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. BSX closed at $106.14 on Feb 13, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 8 days later | Joint | American Express CompanyAXPStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. AXP closed at $296.10 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 5, 2025Filed 29 days later | Joint | American Express CompanyAXPStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. AXP closed at $320.53 on Feb 5, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 8 days later | Joint | Amazon.com IncAMZNStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. AMZN closed at $214.35 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 4, 2025Filed 30 days later | Joint | Amazon.com IncAMZNStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. AMZN closed at $242.06 on Feb 4, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 13, 2025Filed 21 days later | Joint | Alphabet Cl AGOOGLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. GOOGL closed at $186.14 on Feb 13, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Lam Research CorpLRCX
Stock
Disclosed 29 days after the trade. LRCX closed at $81.94 on Feb 5, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 6, 2025 | $82.83 | +1.09% | $87 gain missed | |
| Day of disclosureMar 6, 2025 | $76.47 | −6.68% | $534 loss avoided | |
| 30 days afterMar 7, 2025 | $79.01 | −3.58% | $286 loss avoided | |
| 90 days afterMay 6, 2025 | $73.16 | −10.7% | $857 loss avoided | |
| Latest closeOct 20, 2026 | $263.45 | +221.5% | $17,723 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
JP Morgan Chase & CompanyJPM
Stock
Disclosed 29 days after the trade. JPM closed at $270.43 on Feb 5, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 6, 2025 | $276.90 | +2.39% | $191 gain missed | |
| Day of disclosureMar 6, 2025 | $246.54 | −8.83% | $707 loss avoided | |
| 30 days afterMar 7, 2025 | $242.28 | −10.4% | $833 loss avoided | |
| 90 days afterMay 6, 2025 | $249.25 | −7.83% | $627 loss avoided | |
| Latest closeOct 20, 2026 | $335.26 | +24.0% | $1,918 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
iShares S&P 500 Growth ETFIVW
Stock
Disclosed 8 days after the trade. IVW closed at $102.01 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $99.34 | −2.62% | $209 loss avoided | |
| Day of disclosureMar 6, 2025 | $96.22 | −5.68% | $454 loss avoided | |
| 30 days afterMar 28, 2025 | $92.55 | −9.27% | $742 loss avoided | |
| 90 days afterMay 27, 2025 | $103.81 | +1.76% | $141 gain missed | |
| Latest closeOct 20, 2026 | $139.95 | +37.2% | $2,976 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
iShares S&P 500 Growth ETFIVW
Stock
Disclosed 20 days after the trade. IVW closed at $106.63 on Feb 14, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 18, 2025 | $106.66 | +0.03% | $2 gain missed | |
| Day of disclosureMar 6, 2025 | $96.22 | −9.76% | $781 loss avoided | |
| 30 days afterMar 17, 2025 | $95.14 | −10.8% | $862 loss avoided | |
| 90 days afterMay 15, 2025 | $103.31 | −3.11% | $249 loss avoided | |
| Latest closeOct 20, 2026 | $139.95 | +31.2% | $2,500 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
First Trust Global Tactical Commodity Strategy FunFTGC
Stock
Disclosed 8 days after the trade. FTGC closed at $25.08 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $25.02 | −0.24% | $19 loss avoided | |
| Day of disclosureMar 6, 2025 | $24.87 | −0.84% | $67 loss avoided | |
| 30 days afterMar 28, 2025 | $25.32 | +0.96% | $77 gain missed | |
| 90 days afterMay 27, 2025 | $24.37 | −2.83% | $227 loss avoided | |
| Latest closeOct 20, 2026 | $30.98 | +23.5% | $1,881 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
First Trust North American Energy Infrastructure FEMLP
Stock
Disclosed 8 days after the trade. EMLP closed at $37.11 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $36.74 | −1.00% | $80 loss avoided | |
| Day of disclosureMar 6, 2025 | $35.79 | −3.56% | $285 loss avoided | |
| 30 days afterMar 28, 2025 | $37.33 | +0.59% | $47 gain missed | |
| 90 days afterMay 27, 2025 | $37.14 | +0.08% | $6 gain missed | |
| Latest closeOct 20, 2026 | $43.09 | +16.1% | $1,289 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Walt Disney CompanyDIS
Stock
Disclosed 21 days after the trade. DIS closed at $109.59 on Feb 13, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 14, 2025 | $110.38 | +0.72% | $58 gain missed | |
| Day of disclosureMar 6, 2025 | $105.43 | −3.80% | $304 loss avoided | |
| 30 days afterMar 17, 2025 | $99.36 | −9.33% | $747 loss avoided | |
| 90 days afterMay 14, 2025 | $112.94 | +3.06% | $245 gain missed | |
| Latest closeOct 20, 2026 | $111.67 | +1.90% | $152 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Bank of America CorpBAC
Stock
Disclosed 29 days after the trade. BAC closed at $47.11 on Feb 5, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 6, 2025 | $47.74 | +1.34% | $107 gain missed | |
| Day of disclosureMar 6, 2025 | $41.46 | −12.0% | $960 loss avoided | |
| 30 days afterMar 7, 2025 | $41.40 | −12.1% | $970 loss avoided | |
| 90 days afterMay 6, 2025 | $40.84 | −13.3% | $1,065 loss avoided | |
| Latest closeOct 20, 2026 | $50.64 | +7.49% | $600 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2025Filed 30 days later | Joint | Restaurant Brands InternationalQSRStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. QSR closed at $61.93 on Feb 4, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 13, 2025Filed 21 days later | Joint | Pfizer IncPFEStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. PFE closed at $25.64 on Feb 13, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 5, 2025Filed 29 days later | Joint | Lam Research CorpLRCXStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. LRCX closed at $81.94 on Feb 5, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 5, 2025Filed 29 days later | Joint | JP Morgan Chase & CompanyJPMStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. JPM closed at $270.43 on Feb 5, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 8 days later | Joint | iShares S&P 500 Growth ETFIVWStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. IVW closed at $102.01 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 14, 2025Filed 20 days later | Joint | iShares S&P 500 Growth ETFIVWStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 20 days after the trade. IVW closed at $106.63 on Feb 14, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 8 days later | Joint | First Trust Global Tactical Commodity Strategy FunFTGCStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. FTGC closed at $25.08 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 26, 2025Filed 8 days later | Joint | First Trust North American Energy Infrastructure FEMLPStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. EMLP closed at $37.11 on Feb 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 13, 2025Filed 21 days later | Joint | Walt Disney CompanyDISStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. DIS closed at $109.59 on Feb 13, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 5, 2025Filed 29 days later | Joint | Bank of America CorpBACStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. BAC closed at $47.11 on Feb 5, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Invesco QQQ Trust, Series 1QQQ
Stock
Disclosed 25 days after the trade. QQQ closed at $505.08 on Jan 14, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 15, 2025 | $516.70 | +2.30% | $184 gain missed | |
| Day of disclosureFeb 10, 2025 | $529.25 | +4.79% | $383 gain missed | |
| 30 days afterFeb 13, 2025 | $535.90 | +6.10% | $488 gain missed | |
| 90 days afterApr 14, 2025 | $457.48 | −9.42% | $754 loss avoided | |
| Latest closeOct 20, 2026 | $717.63 | +42.1% | $3,367 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
HP IncHPQ
Stock
Disclosed 11 days after the trade. HPQ closed at $32.74 on Jan 28, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 29, 2025 | $32.61 | −0.40% | $32 loss avoided | |
| Day of disclosureFeb 10, 2025 | $32.82 | +0.24% | $20 gain missed | |
| 30 days afterFeb 27, 2025 | $33.13 | +1.19% | $95 gain missed | |
| 90 days afterApr 28, 2025 | $25.39 | −22.4% | $1,796 loss avoided | |
| Latest closeOct 20, 2026 | $31.21 | −4.67% | $374 loss avoided |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Ebay IncEBAY
Stock
Disclosed 25 days after the trade. EBAY closed at $64.41 on Jan 14, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 15, 2025 | $65.11 | +1.09% | $87 gain missed | |
| Day of disclosureFeb 10, 2025 | $68.26 | +5.98% | $478 gain missed | |
| 30 days afterFeb 13, 2025 | $69.26 | +7.53% | $602 gain missed | |
| 90 days afterApr 14, 2025 | $66.07 | +2.58% | $206 gain missed | |
| Latest closeOct 20, 2026 | $121.19 | +88.2% | $7,053 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Cisco Systems IncCSCO
Stock
Disclosed 25 days after the trade. CSCO closed at $59.33 on Jan 14, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 15, 2025 | $59.98 | +1.10% | $88 gain missed | |
| Day of disclosureFeb 10, 2025 | $62.81 | +5.87% | $469 gain missed | |
| 30 days afterFeb 13, 2025 | $63.84 | +7.60% | $608 gain missed | |
| 90 days afterApr 14, 2025 | $57.41 | −3.24% | $259 loss avoided | |
| Latest closeOct 21, 2026 | $107.26 | +80.8% | $6,464 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan 16, 2025Filed 23 days later | Joint | SPDR??S&P 500? ETF TrustSPYStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 23 days after the trade. SPY closed at $591.64 on Jan 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 28, 2025Filed 11 days later | Joint | iShares S&P 500 Growth ETFIVWStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. IVW closed at $104.48 on Jan 28, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 14, 2025Filed 25 days later | Joint | Invesco QQQ Trust, Series 1QQQStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. QQQ closed at $505.08 on Jan 14, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 28, 2025Filed 11 days later | Joint | HP IncHPQStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. HPQ closed at $32.74 on Jan 28, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 14, 2025Filed 25 days later | Joint | Ebay IncEBAYStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. EBAY closed at $64.41 on Jan 14, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 14, 2025Filed 25 days later | Joint | Cisco Systems IncCSCOStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. CSCO closed at $59.33 on Jan 14, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
NRG Energy, Inc. Common StockNRG
Stock
Disclosed 11 days after the trade. NRG closed at $100.87 on Jan 28, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJan 29, 2025 | $100.57 | −0.30% | −$24 loss | |
| Day of disclosureFeb 10, 2025 | $105.18 | +4.27% | +$342 gain | |
| 30 days afterFeb 27, 2025 | $105.11 | +4.20% | +$336 gain | |
| 90 days afterApr 28, 2025 | $109.36 | +8.42% | +$673 gain | |
| Latest closeOct 20, 2026 | $97.84 | −3.00% | −$240 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mastercard Incorporated Common StockMA
Stock
Disclosed 25 days after the trade. MA closed at $509.02 on Jan 14, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJan 15, 2025 | $522.35 | +2.62% | +$210 gain | |
| Day of disclosureFeb 10, 2025 | $565.49 | +11.1% | +$888 gain | |
| 30 days afterFeb 13, 2025 | $566.31 | +11.3% | +$901 gain | |
| 90 days afterApr 14, 2025 | $512.46 | +0.68% | +$54 gain | |
| Latest closeOct 20, 2026 | $620.42 | +21.9% | +$1,751 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Invesco Short Term Treasury ETFTBLL
Stock
Disclosed 11 days after the trade. TBLL closed at $105.51 on Jan 28, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJan 29, 2025 | $105.53 | +0.01% | +$1 gain | |
| Day of disclosureFeb 10, 2025 | $105.66 | +0.14% | +$11 gain | |
| 30 days afterFeb 27, 2025 | $105.51 | 0.00% | $0 | |
| 90 days afterApr 28, 2025 | $105.52 | +0.01% | +$1 gain | |
| Latest closeOct 20, 2026 | $105.47 | −0.04% | −$3 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Invesco Short Term Treasury ETFTBLL
Stock
Disclosed 23 days after the trade. TBLL closed at $105.76 on Jan 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJan 17, 2025 | $105.76 | 0.00% | $0 | |
| Day of disclosureFeb 10, 2025 | $105.66 | −0.10% | −$8 loss | |
| 30 days afterFeb 18, 2025 | $105.75 | −0.01% | −$1 loss | |
| 90 days afterApr 16, 2025 | $105.73 | −0.03% | −$2 loss | |
| Latest closeOct 20, 2026 | $105.47 | −0.27% | −$22 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan 14, 2025Filed 25 days later | Joint | Salesforce IncCRMStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. CRM closed at $323.54 on Jan 14, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 14, 2025Filed 25 days later | Joint | Nvidia CorpNVDAStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. NVDA closed at $131.76 on Jan 14, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 28, 2025Filed 11 days later | Joint | NRG Energy, Inc. Common StockNRGStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. NRG closed at $100.87 on Jan 28, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 14, 2025Filed 25 days later | Joint | Mastercard Incorporated Common StockMAStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. MA closed at $509.02 on Jan 14, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 28, 2025Filed 11 days later | Joint | Invesco Short Term Treasury ETFTBLLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. TBLL closed at $105.51 on Jan 28, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 16, 2025Filed 23 days later | Joint | Invesco Short Term Treasury ETFTBLLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 23 days after the trade. TBLL closed at $105.76 on Jan 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||