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Disclosed trades
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.
Loading disclosed trades
Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 24, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
654 reported transactions in 21 electronically filed reports; latest filed Aug 12, 2026.
Periodic Transaction Report · filed Aug 12, 2026 · House Clerk
All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Jul 1, 2026Filed 42 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Jul 13, 2026New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Jul 1, 2026Filed 42 days later
Member
US Treasury Note 06/30/27Government Securities and Agency Debt [GS]All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$15,001 - $50,000
Notified Jul 13, 2026New
No ticker reported
Periodic Transaction Report · filed Mar 18, 2026 · House Clerk
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Feb 20, 2026Filed 26 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Mar 9, 2026New
No ticker reported
Pennsylvania State Turnpike Commission Bond
Government Securities and Agency Debt [GS]
Held in: JP Morgan Brokerage Account #4
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Periodic Transaction Report · filed Feb 22, 2026 · House Clerk
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Feb 3, 2026Filed 19 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Feb 9, 2026New
No ticker reported
US Treasury Note 01/31/27
Government Securities and Agency Debt [GS]
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Periodic Transaction Report · filed Dec 19, 2025 · House Clerk
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Nov 19, 2025Filed 30 days later
Type
Sale
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Dec 1, 2025New
No prices found
BRKB Option
Other [OT]
CALL BERKSHIRE CL B NEW $380 EXP 01/16/26
Held in: LPL Account I
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Periodic Transaction Report · filed Oct 14, 2025 · House Clerk
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Sep 15, 2025Filed 29 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Sep 22, 2025New
No ticker reported
IWM Option
Other [OT]
CALL ISHARES RUSSELL 2000 $175 EXP 09/19/25
Held in: Joint Ownership LPL Account
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Periodic Transaction Report · filed Aug 29, 2025 · House Clerk
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Aug 18, 2025Filed 11 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Aug 26, 2025New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Aug 18, 2025
No ticker reported
Periodic Transaction Report · filed Aug 25, 2025 · House Clerk
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Jul 18, 2025Filed 38 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Member
Notified / status
Notified Jul 28, 2025New
No ticker reported
Pennsylvania State University Municipal Bond
Government Securities and Agency Debt [GS]
Pennsylvania State University Municipal Bond
Held in: JP Morgan Brokerage Account #4
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Disclosed 15 days after the trade. AMZN closed at $208.47 on Jun 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 24, 2025
Jun 24, 2025
$212.77
+2.06%
$165 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$219.36
+5.22%
$418 gain missed
30 days afterJul 23, 2025
Jul 23, 2025
$228.29
+9.51%
$761 gain missed
90 days afterSep 22, 2025
Sep 22, 2025
$227.63
+9.19%
$735 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+26.0%
$2,079 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.
Applovin Corporation - Class A Common StockAPP
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 6, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Periodic Transaction Report · filed Jun 23, 2025 · House Clerk
Disclosed 31 days after the trade. MMM closed at $147.62 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMay 27, 2025
May 27, 2025
$149.49
+1.27%
$412 gain missed
Day of disclosureJun 23, 2025
Jun 23, 2025
$147.60
−0.01%
$4 loss avoided
30 days afterJun 23, 2025
Jun 23, 2025
$147.60
−0.01%
$4 loss avoided
90 days afterAug 21, 2025
Aug 21, 2025
$154.38
+4.58%
$1,488 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$171.37
+16.1%
$5,229 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.
Arista Networks, Inc. Common StockANET
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 29, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Periodic Transaction Report · filed Jun 9, 2025 · House Clerk
Disclosed 25 days after the trade. ABBV closed at $181.68 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$184.02
+1.29%
+$103 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$189.16
+4.12%
+$329 gain
30 days afterJun 16, 2025
Jun 16, 2025
$190.86
+5.05%
+$404 gain
90 days afterAug 13, 2025
Aug 13, 2025
$201.47
+10.9%
+$872 gain
Latest closeOct 20, 2026
Oct 20, 2026
$289.08
+59.1%
+$4,730 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.
Air Products and Chemicals, Inc. Common StockAPD
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Transaction date
Mar 6, 2026Filed 12 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Mar 9, 2026New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Feb 20, 2026Filed 26 days later
Member
Parkland, PA School District Municipal BondGovernment Securities and Agency Debt [GS]Held in: JP Morgan Brokerage Account #4Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$50,001 - $100,000
Notified Mar 9, 2026New
No ticker reported
Mar 6, 2026Filed 12 days later
Member
Pennsylvania State Turnpike Commission BondGovernment Securities and Agency Debt [GS]Held in: JP Morgan Brokerage Account #4Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$50,001 - $100,000
Notified Mar 9, 2026New
No ticker reported
Transaction date
Feb 3, 2026Filed 19 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Feb 6, 2026New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Feb 3, 2026Filed 19 days later
Member
Philadelphia, PA Municipal BondGovernment Securities and Agency Debt [GS]Held in: JP Morgan Brokerage Account #4Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$50,001 - $100,000
Notified Feb 9, 2026New
No ticker reported
Feb 3, 2026Filed 19 days later
Member
US Treasury Note 01/31/27Government Securities and Agency Debt [GS]Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$1,001 - $15,000
Notified Feb 6, 2026New
No ticker reported
Transaction date
Nov 19, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Dec 1, 2025New
No ticker reported
BRKB Option
Other [OT]
CALL BERKSHIRE CL B NEW $410 EXP 06/18/26
Held in: LPL Account I
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Nov 19, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Dec 1, 2025New
No ticker reported
BRKB Option
Other [OT]
CALL BERKSHIRE CL B NEW $410 EXP 06/18/26
Held in: KCI Holdings LLC > LPL Brokerage Account
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Nov 19, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Dec 1, 2025New
No ticker reported
BRKB Option
Other [OT]
CALL BERKSHIRE CL B NEW $390 EXP 01/16/26
Held in: LPL Account II
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Nov 19, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Dec 1, 2025New
No ticker reported
Kellanova Common StockK
Stocks (including ADRs) [ST]
Mandatory sale due to corporate acquisition
Held in: JP Morgan Brokerage Account
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Dec 11, 2025Filed 8 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Dec 15, 2025New
Disclosed 8 days after the trade. K closed at $83.44 on Dec 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the trade
No trading within a week of Dec 12, 2025
Day of disclosure
No trading within a week of Dec 19, 2025
30 days after
No trading within a week of Jan 10, 2026
90 days after
No trading within a week of Mar 11, 2026
Latest closeDec 11, 2025
Dec 11, 2025
$83.44
0.00%
$0
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.
Pennsylvania State Turnpike Commission Bond
Government Securities and Agency Debt [GS]
Held in: JP Morgan Brokerage Account #4
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Dec 4, 2025Filed 15 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Dec 15, 2025New
No ticker reported
Souderton, PA Municipal Bond
Government Securities and Agency Debt [GS]
Held in: JP Morgan Brokerage Account #4
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Nov 25, 2025Filed 24 days later
Type
Sale
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Dec 2, 2025New
No ticker reported
SPY Option
Other [OT]
CALL SPDR S&P 500 ETF TR $500 EXP 03/20/26
Held in: LPL Account II
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Nov 19, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Dec 1, 2025New
No ticker reported
SPY Option
Other [OT]
CALL SPDR S&P 500 ETF TR $500 EXP 06/18/26
Held in: RPB Ventures LLC > LPL Account
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Nov 19, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Dec 1, 2025New
No ticker reported
SPY Option
Other [OT]
CALL SPDR S&P 500 ETF TR $550 EXP 09/18/26
Held in: KCI Holdings LLC > LPL Brokerage Account
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Nov 19, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Dec 1, 2025New
No ticker reported
SPY Option
Other [OT]
CALL SPDR S&P 500 ETF TR $505 EXP 12/19/25
Held in: LPL Account I
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Nov 19, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Dec 1, 2025New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Nov 19, 2025Filed 30 days later
Member
Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]Buy to Close Covered Call ContractHeld in: LPL Account IComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Sale
$50,001 - $100,000
Notified Dec 1, 2025New
No prices found
Nov 19, 2025Filed 30 days later
Member
BRKB OptionOther [OT]CALL BERKSHIRE CL B NEW $380 EXP 01/16/26Held in: LPL Account ILocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$15,001 - $50,000
Notified Dec 1, 2025New
No ticker reported
Nov 19, 2025Filed 30 days later
Member
BRKB OptionOther [OT]CALL BERKSHIRE CL B NEW $410 EXP 06/18/26Held in: LPL Account ILocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$50,001 - $100,000
Notified Dec 1, 2025New
No ticker reported
Nov 19, 2025Filed 30 days later
Member
BRKB OptionOther [OT]CALL BERKSHIRE CL B NEW $410 EXP 06/18/26Held in: KCI Holdings LLC > LPL Brokerage AccountLocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$1,001 - $15,000
Notified Dec 1, 2025New
No ticker reported
Nov 19, 2025Filed 30 days later
Member
BRKB OptionOther [OT]CALL BERKSHIRE CL B NEW $390 EXP 01/16/26Held in: LPL Account IILocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$15,001 - $50,000
Notified Dec 1, 2025New
No ticker reported
Dec 11, 2025Filed 8 days later
Member
Kellanova Common StockKStocks (including ADRs) [ST]Mandatory sale due to corporate acquisitionHeld in: JP Morgan Brokerage AccountComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Sale
$1,001 - $15,000
Notified Dec 15, 2025New
Disclosed 8 days after the trade. K closed at $83.44 on Dec 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the trade
No trading within a week of Dec 12, 2025
Day of disclosure
No trading within a week of Dec 19, 2025
30 days after
No trading within a week of Jan 10, 2026
90 days after
No trading within a week of Mar 11, 2026
Latest closeDec 11, 2025
Dec 11, 2025
$83.44
0.00%
$0
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.
Dec 4, 2025Filed 15 days later
Member
Pennsylvania State Turnpike Commission BondGovernment Securities and Agency Debt [GS]Held in: JP Morgan Brokerage Account #4Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$50,001 - $100,000
Notified Dec 15, 2025New
No ticker reported
Nov 25, 2025Filed 24 days later
Member
Souderton, PA Municipal BondGovernment Securities and Agency Debt [GS]Held in: JP Morgan Brokerage Account #4Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Sale
$50,001 - $100,000
Notified Dec 2, 2025New
No ticker reported
Nov 19, 2025Filed 30 days later
Member
SPY OptionOther [OT]CALL SPDR S&P 500 ETF TR $500 EXP 03/20/26Held in: LPL Account IILocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$15,001 - $50,000
Notified Dec 1, 2025New
No ticker reported
Nov 19, 2025Filed 30 days later
Member
SPY OptionOther [OT]CALL SPDR S&P 500 ETF TR $500 EXP 06/18/26Held in: RPB Ventures LLC > LPL AccountLocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$15,001 - $50,000
Notified Dec 1, 2025New
No ticker reported
Nov 19, 2025Filed 30 days later
Member
SPY OptionOther [OT]CALL SPDR S&P 500 ETF TR $550 EXP 09/18/26Held in: KCI Holdings LLC > LPL Brokerage AccountLocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$1,001 - $15,000
Notified Dec 1, 2025New
No ticker reported
Nov 19, 2025Filed 30 days later
Member
SPY OptionOther [OT]CALL SPDR S&P 500 ETF TR $505 EXP 12/19/25Held in: LPL Account ILocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$50,001 - $100,000
Notified Dec 1, 2025New
No ticker reported
Transaction date
Sep 15, 2025Filed 29 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Sep 22, 2025New
No ticker reported
QQQ Option
Other [OT]
CALL INVESCO QQQ $450 EXP 09/19/25
Held in: Joint Ownership LPL Account
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Sep 15, 2025Filed 29 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Sep 22, 2025New
No ticker reported
QQQ Option
Other [OT]
CALL INVESCO QQQ SER 1 $450 EXP 09/19/25
Held in: Kuharchik 401k
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Sep 16, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Sep 22, 2025New
No ticker reported
SPY Option
Other [OT]
CALL SPDR S&P 500 ETF TR $550 EXP 09/18/26
Held in: KCI Holdings LLC > LPL Brokerage Account
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Sep 16, 2025Filed 28 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Sep 22, 2025New
No ticker reported
SPY Option
Other [OT]
CALL SPDR S&P 500 ETF TR $470 EXP 09/19/25
Held in: KCI Holdings LLC > LPL Brokerage Account
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Sep 16, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Sep 16, 2025New
No ticker reported
SPY Option
Other [OT]
CALL SPDR S&P 500 ETF TR $470 EXP 09/19/25
Held in: Kuharchik 401k
Location: US
Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Transaction date
Sep 16, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Sep 22, 2025New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Sep 15, 2025Filed 29 days later
Member
IWM OptionOther [OT]CALL ISHARES RUSSELL 2000 $175 EXP 09/19/25Held in: LPL Account ILocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$1,001 - $15,000
Notified Sep 22, 2025New
No ticker reported
Sep 15, 2025Filed 29 days later
Joint
IWM OptionOther [OT]CALL ISHARES RUSSELL 2000 $175 EXP 09/19/25Held in: Joint Ownership LPL AccountLocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$1,001 - $15,000
Notified Sep 22, 2025New
No ticker reported
Sep 15, 2025Filed 29 days later
Joint
QQQ OptionOther [OT]CALL INVESCO QQQ $450 EXP 09/19/25Held in: Joint Ownership LPL AccountLocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$1,001 - $15,000
Notified Sep 22, 2025New
No ticker reported
Sep 16, 2025Filed 28 days later
Member
QQQ OptionOther [OT]CALL INVESCO QQQ SER 1 $450 EXP 09/19/25Held in: Kuharchik 401kLocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$1,001 - $15,000
Notified Sep 22, 2025New
No ticker reported
Sep 16, 2025Filed 28 days later
Member
SPY OptionOther [OT]CALL SPDR S&P 500 ETF TR $550 EXP 09/18/26Held in: KCI Holdings LLC > LPL Brokerage AccountLocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Sale
$1,001 - $15,000
Notified Sep 22, 2025New
No ticker reported
Sep 16, 2025Filed 28 days later
Member
SPY OptionOther [OT]CALL SPDR S&P 500 ETF TR $470 EXP 09/19/25Held in: KCI Holdings LLC > LPL Brokerage AccountLocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$15,001 - $50,000
Notified Sep 16, 2025New
No ticker reported
Sep 16, 2025Filed 28 days later
Member
SPY OptionOther [OT]CALL SPDR S&P 500 ETF TR $470 EXP 09/19/25Held in: Kuharchik 401kLocation: USComment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$15,001 - $50,000
Notified Sep 22, 2025New
No ticker reported
Filed 11 days later
Member
Arlington, TX Municipal BondGovernment Securities and Agency Debt [GS]Arlington, TX Municipal BondHeld in: JP Morgan Brokerage Account #4Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$50,001 - $100,000
Notified Aug 26, 2025New
Transaction date
Jul 21, 2025Filed 35 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Jul 28, 2025New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Jul 18, 2025Filed 38 days later
Member
Minneapolis-Saint Paul, MN Municipal BondGovernment Securities and Agency Debt [GS]Minneapolis-Saint Paul, MN Municipal BondHeld in: JP Morgan Brokerage Account #4Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$100,001 - $250,000
Notified Jul 28, 2025New
No ticker reported
Jul 21, 2025Filed 35 days later
Member
Pennsylvania State University Municipal BondGovernment Securities and Agency Debt [GS]Pennsylvania State University Municipal BondHeld in: JP Morgan Brokerage Account #4Comment: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.
Purchase
$50,001 - $100,000
Notified Jul 28, 2025New
No ticker reported
Notified / status
Notified Jun 16, 2025New
Disclosed 32 days after the trade. APP closed at $417.89 on Jun 6, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 9, 2025
Jun 9, 2025
$383.60
−8.21%
−$657 loss
Day of disclosureJul 8, 2025
Jul 8, 2025
$344.75
−17.5%
−$1,400 loss
30 days afterJul 7, 2025
Jul 7, 2025
$345.00
−17.4%
−$1,396 loss
90 days afterSep 4, 2025
Sep 4, 2025
$499.97
+19.6%
+$1,572 gain
Latest closeOct 20, 2026
Oct 20, 2026
$272.46
−34.8%
−$2,784 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.
Atlassian Corporation - Class A Common StockTEAM
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 3, 2025Filed 35 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 35 days after the trade. TEAM closed at $210.89 on Jun 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 4, 2025
Jun 4, 2025
$210.92
+0.01%
$1 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$219.36
+4.02%
$321 gain missed
30 days afterJul 3, 2025
Jul 3, 2025
$213.53
+1.25%
$100 gain missed
90 days afterSep 2, 2025
Sep 2, 2025
$172.68
−18.1%
$1,450 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$221.11
+4.85%
$388 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.
Atlassian Corporation - Class A Common StockTEAM
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 11, 2025Filed 27 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 27 days after the trade. TEAM closed at $201.50 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 12, 2025
Jun 12, 2025
$199.32
−1.08%
$87 loss avoided
Day of disclosureJul 8, 2025
Jul 8, 2025
$219.36
+8.86%
$709 gain missed
30 days afterJul 11, 2025
Jul 11, 2025
$187.01
−7.19%
$575 loss avoided
90 days afterSep 9, 2025
Sep 9, 2025
$182.36
−9.50%
$760 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$221.11
+9.73%
$779 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.
Broadcom Inc. - Common StockAVGO
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 11, 2025Filed 27 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 27 days after the trade. AVGO closed at $252.91 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 12, 2025
Jun 12, 2025
$256.07
+1.25%
+$100 gain
Day of disclosureJul 8, 2025
Jul 8, 2025
$271.80
+7.47%
+$598 gain
30 days afterJul 11, 2025
Jul 11, 2025
$274.38
+8.49%
+$679 gain
90 days afterSep 9, 2025
Sep 9, 2025
$336.67
+33.1%
+$2,650 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+32.2%
+$2,577 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.
CALL BERKSHIRE CL B
Other [OT]
CALL BERKSHIRE CL B NEW $410 EXP 06/18/26 CLASS B
Held in: LPL Account I
Location: US
Comment: Sell to Open – New Covered Call Contract
Transaction date
Jun 16, 2025Filed 22 days later
Type
Sale
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Jun 30, 2025New
No ticker reported
CALL BERKSHIRE CL B
Other [OT]
CALL BERKSHIRE CL B NEW $340 EXP 06/20/25 CLASS B
Held in: LPL Account I
Location: US
Comment: Buy to Close on Covered Call
Transaction date
Jun 16, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
No ticker reported
CALL BERKSHIRE CL B
Other [OT]
CALL BERKSHIRE CL B NEW $410 EXP 06/18/26 CLASS B
Held in: KCI Holdings LLC > LPL Brokerage Account
Location: US
Comment: Sell to Open – New Covered Call Contract
Transaction date
Jun 16, 2025Filed 22 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 30, 2025New
No ticker reported
CALL BERKSHIRE CL B
Other [OT]
CALL BERKSHIRE CL B NEW $340 EXP 06/20/25 CLASS B
Held in: KCI Holdings LLC > LPL Brokerage Account
Location: US
Comment: Buy to Close on Covered Call
Transaction date
Jun 16, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Jun 30, 2025New
No ticker reported
CALL SPDR S&P 500 ETF
Other [OT]
CALL SPDR S&P 500 ETF TR $455 EXP 06/20/25 UNIT SER 1
Held in: RPB Ventures LLC > LPL Account
Location: US
Comment: Buy to Close on Covered Call
Transaction date
Jun 16, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 30, 2025New
No ticker reported
CALL SPDR S&P 500 ETF
Other [OT]
CALL SPDR S&P 500 ETF TR $500 EXP 06/18/26 UNIT SER 1
Held in: RPB Ventures LLC > LPL Account
Location: US
Comment: Sell to Open – New Covered Call Contract
Transaction date
Jun 16, 2025Filed 22 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 30, 2025New
No ticker reported
Circle Internet Group, Inc. Class A Common StockCRCL
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 24, 2025Filed 14 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 30, 2025New
Disclosed 14 days after the trade. CRCL closed at $222.65 on Jun 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 25, 2025
Jun 25, 2025
$198.62
−10.8%
−$864 loss
Day of disclosureJul 8, 2025
Jul 8, 2025
$204.81
−8.01%
−$641 loss
30 days afterJul 24, 2025
Jul 24, 2025
$193.08
−13.3%
−$1,063 loss
90 days afterSep 22, 2025
Sep 22, 2025
$137.64
−38.2%
−$3,055 loss
Latest closeOct 20, 2026
Oct 20, 2026
$85.87
−61.4%
−$4,915 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.
Coinbase Global, Inc. - Class A Common StockCOIN
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 24, 2025Filed 14 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 30, 2025New
Disclosed 14 days after the trade. COIN closed at $344.82 on Jun 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 25, 2025
Jun 25, 2025
$355.37
+3.06%
+$245 gain
Day of disclosureJul 8, 2025
Jul 8, 2025
$354.82
+2.90%
+$232 gain
30 days afterJul 24, 2025
Jul 24, 2025
$396.70
+15.0%
+$1,204 gain
90 days afterSep 22, 2025
Sep 22, 2025
$331.95
−3.73%
−$299 loss
Latest closeOct 20, 2026
Oct 20, 2026
$170.85
−50.5%
−$4,037 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.
Credo Technology Group Holding Ltd - Ordinary SharesCRDO
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 3, 2025Filed 35 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 35 days after the trade. CRDO closed at $71.92 on Jun 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 4, 2025
Jun 4, 2025
$76.46
+6.31%
+$505 gain
Day of disclosureJul 8, 2025
Jul 8, 2025
$93.36
+29.8%
+$2,385 gain
30 days afterJul 3, 2025
Jul 3, 2025
$93.61
+30.2%
+$2,413 gain
90 days afterSep 2, 2025
Sep 2, 2025
$124.27
+72.8%
+$5,824 gain
Latest closeOct 20, 2026
Oct 20, 2026
$171.51
+138.5%
+$11,079 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.
Datadog, Inc. - Class A Common StockDDOG
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 11, 2025Filed 27 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 27 days after the trade. DDOG closed at $118.63 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 12, 2025
Jun 12, 2025
$122.68
+3.41%
$273 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$145.94
+23.0%
$1,842 gain missed
30 days afterJul 11, 2025
Jul 11, 2025
$137.37
+15.8%
$1,264 gain missed
90 days afterSep 9, 2025
Sep 9, 2025
$140.46
+18.4%
$1,472 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$256.43
+116.2%
$9,294 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.
GitLab Inc. - Class A Common StockGTLB
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 3, 2025Filed 35 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 35 days after the trade. GTLB closed at $46.67 on Jun 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 4, 2025
Jun 4, 2025
$47.39
+1.54%
$123 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$46.60
−0.15%
$12 loss avoided
30 days afterJul 3, 2025
Jul 3, 2025
$46.37
−0.64%
$51 loss avoided
90 days afterSep 2, 2025
Sep 2, 2025
$47.69
+2.19%
$175 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$55.00
+17.8%
$1,428 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.
GitLab Inc. - Class A Common StockGTLB
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 11, 2025Filed 27 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 27 days after the trade. GTLB closed at $43.37 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 12, 2025
Jun 12, 2025
$43.71
+0.78%
$63 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$46.60
+7.45%
$596 gain missed
30 days afterJul 11, 2025
Jul 11, 2025
$42.03
−3.09%
$247 loss avoided
90 days afterSep 9, 2025
Sep 9, 2025
$48.17
+11.1%
$886 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$55.00
+26.8%
$2,146 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.
Intel Corporation - Common StockINTC
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 6, 2025Filed 32 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 32 days after the trade. INTC closed at $20.06 on Jun 6, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 9, 2025
Jun 9, 2025
$20.48
+2.09%
$168 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$23.59
+17.6%
$1,408 gain missed
30 days afterJul 7, 2025
Jul 7, 2025
$22.00
+9.67%
$774 gain missed
90 days afterSep 4, 2025
Sep 4, 2025
$24.61
+22.7%
$1,815 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$91.69
+357.1%
$28,570 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.
Intel Corporation - Common StockINTC
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 11, 2025Filed 27 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 27 days after the trade. INTC closed at $20.68 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 12, 2025
Jun 12, 2025
$20.77
+0.44%
$35 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$23.59
+14.1%
$1,126 gain missed
30 days afterJul 11, 2025
Jul 11, 2025
$23.43
+13.3%
$1,064 gain missed
90 days afterSep 9, 2025
Sep 9, 2025
$24.44
+18.2%
$1,455 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$91.69
+343.4%
$27,473 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.
OR ST SER J Municipal Bond
Government Securities and Agency Debt [GS]
Held in: JP Morgan Brokerage Account #4
Transaction date
Jun 2, 2025Filed 36 days later
Type
Sale
Amount (as reported)
$100,001 - $250,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
No ticker reported
ServiceTitan, Inc. - Class A Common StockTTAN
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 11, 2025Filed 27 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 27 days after the trade. TTAN closed at $103.46 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 12, 2025
Jun 12, 2025
$102.87
−0.57%
−$46 loss
Day of disclosureJul 8, 2025
Jul 8, 2025
$109.79
+6.12%
+$490 gain
30 days afterJul 11, 2025
Jul 11, 2025
$106.96
+3.38%
+$271 gain
90 days afterSep 9, 2025
Sep 9, 2025
$119.62
+15.6%
+$1,250 gain
Latest closeOct 20, 2026
Oct 20, 2026
$80.71
−22.0%
−$1,759 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.
Spotify Technology S.A. Ordinary SharesSPOT
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 5, 2025Filed 33 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 33 days after the trade. SPOT closed at $712.82 on Jun 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 6, 2025
Jun 6, 2025
$712.26
−0.08%
−$6 loss
Day of disclosureJul 8, 2025
Jul 8, 2025
$721.39
+1.20%
+$96 gain
30 days afterJul 7, 2025
Jul 7, 2025
$736.29
+3.29%
+$263 gain
90 days afterSep 3, 2025
Sep 3, 2025
$697.33
−2.17%
−$174 loss
Latest closeOct 20, 2026
Oct 20, 2026
$526.08
−26.2%
−$2,096 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.
Tesla, Inc. - Common StockTSLA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 5, 2025Filed 33 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 33 days after the trade. TSLA closed at $284.70 on Jun 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 6, 2025
Jun 6, 2025
$295.14
+3.67%
+$293 gain
Day of disclosureJul 8, 2025
Jul 8, 2025
$297.81
+4.60%
+$368 gain
30 days afterJul 7, 2025
Jul 7, 2025
$293.94
+3.25%
+$260 gain
90 days afterSep 3, 2025
Sep 3, 2025
$334.09
+17.3%
+$1,388 gain
Latest closeOct 20, 2026
Oct 20, 2026
$373.71
+31.3%
+$2,501 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.
Zoom Communications, Inc. - Class A Common StockZM
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 6, 2025Filed 32 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 16, 2025New
Disclosed 32 days after the trade. ZM closed at $80.35 on Jun 6, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 9, 2025
Jun 9, 2025
$80.26
−0.11%
$9 loss avoided
Day of disclosureJul 8, 2025
Jul 8, 2025
$77.42
−3.65%
$292 loss avoided
30 days afterJul 7, 2025
Jul 7, 2025
$77.17
−3.96%
$317 loss avoided
90 days afterSep 4, 2025
Sep 4, 2025
$82.79
+3.04%
$243 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$97.46
+21.3%
$1,704 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.
Zoom Communications, Inc. - Class A Common StockZM
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
Jun 25, 2025Filed 13 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 30, 2025New
Disclosed 13 days after the trade. ZM closed at $76.62 on Jun 25, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 26, 2025
Jun 26, 2025
$76.96
+0.44%
$36 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$77.42
+1.04%
$84 gain missed
30 days afterJul 25, 2025
Jul 25, 2025
$74.82
−2.35%
$188 loss avoided
90 days afterSep 23, 2025
Sep 23, 2025
$82.58
+7.78%
$622 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$97.46
+27.2%
$2,176 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)
Notified / status
Prices
Jun 23, 2025Filed 15 days later
Member
Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified Jun 30, 2025New
Disclosed 15 days after the trade. AMZN closed at $208.47 on Jun 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 24, 2025
Jun 24, 2025
$212.77
+2.06%
$165 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$219.36
+5.22%
$418 gain missed
30 days afterJul 23, 2025
Jul 23, 2025
$228.29
+9.51%
$761 gain missed
90 days afterSep 22, 2025
Sep 22, 2025
$227.63
+9.19%
$735 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+26.0%
$2,079 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.
Jun 6, 2025Filed 32 days later
Member
Applovin Corporation - Class A Common StockAPPStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 32 days after the trade. APP closed at $417.89 on Jun 6, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 9, 2025
Jun 9, 2025
$383.60
−8.21%
−$657 loss
Day of disclosureJul 8, 2025
Jul 8, 2025
$344.75
−17.5%
−$1,400 loss
30 days afterJul 7, 2025
Jul 7, 2025
$345.00
−17.4%
−$1,396 loss
90 days afterSep 4, 2025
Sep 4, 2025
$499.97
+19.6%
+$1,572 gain
Latest closeOct 20, 2026
Oct 20, 2026
$272.46
−34.8%
−$2,784 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.
Jun 3, 2025Filed 35 days later
Member
Atlassian Corporation - Class A Common StockTEAMStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Partial sale
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 35 days after the trade. TEAM closed at $210.89 on Jun 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 4, 2025
Jun 4, 2025
$210.92
+0.01%
$1 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$219.36
+4.02%
$321 gain missed
30 days afterJul 3, 2025
Jul 3, 2025
$213.53
+1.25%
$100 gain missed
90 days afterSep 2, 2025
Sep 2, 2025
$172.68
−18.1%
$1,450 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$221.11
+4.85%
$388 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.
Jun 11, 2025Filed 27 days later
Member
Atlassian Corporation - Class A Common StockTEAMStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 27 days after the trade. TEAM closed at $201.50 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 12, 2025
Jun 12, 2025
$199.32
−1.08%
$87 loss avoided
Day of disclosureJul 8, 2025
Jul 8, 2025
$219.36
+8.86%
$709 gain missed
30 days afterJul 11, 2025
Jul 11, 2025
$187.01
−7.19%
$575 loss avoided
90 days afterSep 9, 2025
Sep 9, 2025
$182.36
−9.50%
$760 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$221.11
+9.73%
$779 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.
Jun 11, 2025Filed 27 days later
Member
Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 27 days after the trade. AVGO closed at $252.91 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 12, 2025
Jun 12, 2025
$256.07
+1.25%
+$100 gain
Day of disclosureJul 8, 2025
Jul 8, 2025
$271.80
+7.47%
+$598 gain
30 days afterJul 11, 2025
Jul 11, 2025
$274.38
+8.49%
+$679 gain
90 days afterSep 9, 2025
Sep 9, 2025
$336.67
+33.1%
+$2,650 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+32.2%
+$2,577 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.
Jun 16, 2025Filed 22 days later
Member
CALL BERKSHIRE CL BOther [OT]CALL BERKSHIRE CL B NEW $410 EXP 06/18/26 CLASS BHeld in: LPL Account ILocation: USComment: Sell to Open – New Covered Call Contract
Sale
$50,001 - $100,000
Notified Jun 30, 2025New
No ticker reported
Jun 16, 2025Filed 22 days later
Member
CALL BERKSHIRE CL BOther [OT]CALL BERKSHIRE CL B NEW $340 EXP 06/20/25 CLASS BHeld in: LPL Account ILocation: USComment: Buy to Close on Covered Call
Purchase
$50,001 - $100,000
Notified Jun 16, 2025New
No ticker reported
Jun 16, 2025Filed 22 days later
Member
CALL BERKSHIRE CL BOther [OT]CALL BERKSHIRE CL B NEW $410 EXP 06/18/26 CLASS BHeld in: KCI Holdings LLC > LPL Brokerage AccountLocation: USComment: Sell to Open – New Covered Call Contract
Sale
$1,001 - $15,000
Notified Jun 30, 2025New
No ticker reported
Jun 16, 2025Filed 22 days later
Member
CALL BERKSHIRE CL BOther [OT]CALL BERKSHIRE CL B NEW $340 EXP 06/20/25 CLASS BHeld in: KCI Holdings LLC > LPL Brokerage AccountLocation: USComment: Buy to Close on Covered Call
Purchase
$15,001 - $50,000
Notified Jun 30, 2025New
No ticker reported
Jun 16, 2025Filed 22 days later
Member
CALL SPDR S&P 500 ETFOther [OT]CALL SPDR S&P 500 ETF TR $455 EXP 06/20/25 UNIT SER 1Held in: RPB Ventures LLC > LPL AccountLocation: USComment: Buy to Close on Covered Call
Purchase
$1,001 - $15,000
Notified Jun 30, 2025New
No ticker reported
Jun 16, 2025Filed 22 days later
Member
CALL SPDR S&P 500 ETFOther [OT]CALL SPDR S&P 500 ETF TR $500 EXP 06/18/26 UNIT SER 1Held in: RPB Ventures LLC > LPL AccountLocation: USComment: Sell to Open – New Covered Call Contract
Sale
$1,001 - $15,000
Notified Jun 30, 2025New
No ticker reported
Jun 24, 2025Filed 14 days later
Member
Circle Internet Group, Inc. Class A Common StockCRCLStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified Jun 30, 2025New
Disclosed 14 days after the trade. CRCL closed at $222.65 on Jun 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 25, 2025
Jun 25, 2025
$198.62
−10.8%
−$864 loss
Day of disclosureJul 8, 2025
Jul 8, 2025
$204.81
−8.01%
−$641 loss
30 days afterJul 24, 2025
Jul 24, 2025
$193.08
−13.3%
−$1,063 loss
90 days afterSep 22, 2025
Sep 22, 2025
$137.64
−38.2%
−$3,055 loss
Latest closeOct 20, 2026
Oct 20, 2026
$85.87
−61.4%
−$4,915 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.
Jun 24, 2025Filed 14 days later
Member
Coinbase Global, Inc. - Class A Common StockCOINStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified Jun 30, 2025New
Disclosed 14 days after the trade. COIN closed at $344.82 on Jun 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 25, 2025
Jun 25, 2025
$355.37
+3.06%
+$245 gain
Day of disclosureJul 8, 2025
Jul 8, 2025
$354.82
+2.90%
+$232 gain
30 days afterJul 24, 2025
Jul 24, 2025
$396.70
+15.0%
+$1,204 gain
90 days afterSep 22, 2025
Sep 22, 2025
$331.95
−3.73%
−$299 loss
Latest closeOct 20, 2026
Oct 20, 2026
$170.85
−50.5%
−$4,037 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.
Jun 3, 2025Filed 35 days later
Member
Credo Technology Group Holding Ltd - Ordinary SharesCRDOStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 35 days after the trade. CRDO closed at $71.92 on Jun 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 4, 2025
Jun 4, 2025
$76.46
+6.31%
+$505 gain
Day of disclosureJul 8, 2025
Jul 8, 2025
$93.36
+29.8%
+$2,385 gain
30 days afterJul 3, 2025
Jul 3, 2025
$93.61
+30.2%
+$2,413 gain
90 days afterSep 2, 2025
Sep 2, 2025
$124.27
+72.8%
+$5,824 gain
Latest closeOct 20, 2026
Oct 20, 2026
$171.51
+138.5%
+$11,079 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.
Jun 11, 2025Filed 27 days later
Member
Datadog, Inc. - Class A Common StockDDOGStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 27 days after the trade. DDOG closed at $118.63 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 12, 2025
Jun 12, 2025
$122.68
+3.41%
$273 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$145.94
+23.0%
$1,842 gain missed
30 days afterJul 11, 2025
Jul 11, 2025
$137.37
+15.8%
$1,264 gain missed
90 days afterSep 9, 2025
Sep 9, 2025
$140.46
+18.4%
$1,472 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$256.43
+116.2%
$9,294 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.
Jun 3, 2025Filed 35 days later
Member
GitLab Inc. - Class A Common StockGTLBStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Partial sale
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 35 days after the trade. GTLB closed at $46.67 on Jun 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 4, 2025
Jun 4, 2025
$47.39
+1.54%
$123 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$46.60
−0.15%
$12 loss avoided
30 days afterJul 3, 2025
Jul 3, 2025
$46.37
−0.64%
$51 loss avoided
90 days afterSep 2, 2025
Sep 2, 2025
$47.69
+2.19%
$175 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$55.00
+17.8%
$1,428 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.
Jun 11, 2025Filed 27 days later
Member
GitLab Inc. - Class A Common StockGTLBStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 27 days after the trade. GTLB closed at $43.37 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 12, 2025
Jun 12, 2025
$43.71
+0.78%
$63 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$46.60
+7.45%
$596 gain missed
30 days afterJul 11, 2025
Jul 11, 2025
$42.03
−3.09%
$247 loss avoided
90 days afterSep 9, 2025
Sep 9, 2025
$48.17
+11.1%
$886 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$55.00
+26.8%
$2,146 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.
Jun 6, 2025Filed 32 days later
Member
Intel Corporation - Common StockINTCStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Partial sale
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 32 days after the trade. INTC closed at $20.06 on Jun 6, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 9, 2025
Jun 9, 2025
$20.48
+2.09%
$168 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$23.59
+17.6%
$1,408 gain missed
30 days afterJul 7, 2025
Jul 7, 2025
$22.00
+9.67%
$774 gain missed
90 days afterSep 4, 2025
Sep 4, 2025
$24.61
+22.7%
$1,815 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$91.69
+357.1%
$28,570 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.
Jun 11, 2025Filed 27 days later
Member
Intel Corporation - Common StockINTCStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 27 days after the trade. INTC closed at $20.68 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 12, 2025
Jun 12, 2025
$20.77
+0.44%
$35 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$23.59
+14.1%
$1,126 gain missed
30 days afterJul 11, 2025
Jul 11, 2025
$23.43
+13.3%
$1,064 gain missed
90 days afterSep 9, 2025
Sep 9, 2025
$24.44
+18.2%
$1,455 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$91.69
+343.4%
$27,473 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.
Jun 2, 2025Filed 36 days later
Member
OR ST SER J Municipal BondGovernment Securities and Agency Debt [GS]Held in: JP Morgan Brokerage Account #4
Sale
$100,001 - $250,000
Notified Jun 16, 2025New
No ticker reported
Jun 11, 2025Filed 27 days later
Member
ServiceTitan, Inc. - Class A Common StockTTANStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 27 days after the trade. TTAN closed at $103.46 on Jun 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 12, 2025
Jun 12, 2025
$102.87
−0.57%
−$46 loss
Day of disclosureJul 8, 2025
Jul 8, 2025
$109.79
+6.12%
+$490 gain
30 days afterJul 11, 2025
Jul 11, 2025
$106.96
+3.38%
+$271 gain
90 days afterSep 9, 2025
Sep 9, 2025
$119.62
+15.6%
+$1,250 gain
Latest closeOct 20, 2026
Oct 20, 2026
$80.71
−22.0%
−$1,759 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.
Disclosed 33 days after the trade. SPOT closed at $712.82 on Jun 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 6, 2025
Jun 6, 2025
$712.26
−0.08%
−$6 loss
Day of disclosureJul 8, 2025
Jul 8, 2025
$721.39
+1.20%
+$96 gain
30 days afterJul 7, 2025
Jul 7, 2025
$736.29
+3.29%
+$263 gain
90 days afterSep 3, 2025
Sep 3, 2025
$697.33
−2.17%
−$174 loss
Latest closeOct 20, 2026
Oct 20, 2026
$526.08
−26.2%
−$2,096 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.
Jun 5, 2025Filed 33 days later
Member
Tesla, Inc. - Common StockTSLAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 33 days after the trade. TSLA closed at $284.70 on Jun 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJun 6, 2025
Jun 6, 2025
$295.14
+3.67%
+$293 gain
Day of disclosureJul 8, 2025
Jul 8, 2025
$297.81
+4.60%
+$368 gain
30 days afterJul 7, 2025
Jul 7, 2025
$293.94
+3.25%
+$260 gain
90 days afterSep 3, 2025
Sep 3, 2025
$334.09
+17.3%
+$1,388 gain
Latest closeOct 20, 2026
Oct 20, 2026
$373.71
+31.3%
+$2,501 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.
Jun 6, 2025Filed 32 days later
Member
Zoom Communications, Inc. - Class A Common StockZMStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified Jun 16, 2025New
Disclosed 32 days after the trade. ZM closed at $80.35 on Jun 6, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 9, 2025
Jun 9, 2025
$80.26
−0.11%
$9 loss avoided
Day of disclosureJul 8, 2025
Jul 8, 2025
$77.42
−3.65%
$292 loss avoided
30 days afterJul 7, 2025
Jul 7, 2025
$77.17
−3.96%
$317 loss avoided
90 days afterSep 4, 2025
Sep 4, 2025
$82.79
+3.04%
$243 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$97.46
+21.3%
$1,704 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.
Jun 25, 2025Filed 13 days later
Member
Zoom Communications, Inc. - Class A Common StockZMStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified Jun 30, 2025New
Disclosed 13 days after the trade. ZM closed at $76.62 on Jun 25, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 26, 2025
Jun 26, 2025
$76.96
+0.44%
$36 gain missed
Day of disclosureJul 8, 2025
Jul 8, 2025
$77.42
+1.04%
$84 gain missed
30 days afterJul 25, 2025
Jul 25, 2025
$74.82
−2.35%
$188 loss avoided
90 days afterSep 23, 2025
Sep 23, 2025
$82.58
+7.78%
$622 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$97.46
+27.2%
$2,176 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.
Notified May 29, 2025New
Disclosed 25 days after the trade. ANET closed at $86.37 on May 29, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 30, 2025
May 30, 2025
$86.64
+0.31%
$25 gain missed
Day of disclosureJun 23, 2025
Jun 23, 2025
$91.95
+6.46%
$517 gain missed
30 days afterJun 30, 2025
Jun 30, 2025
$102.31
+18.5%
$1,477 gain missed
90 days afterAug 27, 2025
Aug 27, 2025
$133.27
+54.3%
$4,345 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$181.19
+109.8%
$8,784 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.
Chubb Limited Common StockCB
Stocks (including ADRs) [ST]
Held in: LPL Account I
Transaction date
Jun 13, 2025Filed 10 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jun 13, 2025New
Disclosed 10 days after the trade. CB closed at $286.79 on Jun 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 16, 2025
Jun 16, 2025
$286.43
−0.13%
$10 loss avoided
Day of disclosureJun 23, 2025
Jun 23, 2025
$288.19
+0.49%
$39 gain missed
30 days afterJul 14, 2025
Jul 14, 2025
$280.20
−2.30%
$184 loss avoided
90 days afterSep 11, 2025
Sep 11, 2025
$282.89
−1.36%
$109 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$357.75
+24.7%
$1,980 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.
Elastic N.V. Ordinary SharesESTC
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 23, 2025Filed 31 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 23, 2025New
Disclosed 31 days after the trade. ESTC closed at $92.25 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 27, 2025
May 27, 2025
$92.85
+0.65%
$52 gain missed
Day of disclosureJun 23, 2025
Jun 23, 2025
$82.12
−11.0%
$879 loss avoided
30 days afterJun 23, 2025
Jun 23, 2025
$82.12
−11.0%
$879 loss avoided
90 days afterAug 21, 2025
Aug 21, 2025
$77.59
−15.9%
$1,271 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$95.63
+3.66%
$293 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.
Guidewire Software, Inc. Common StockGWRE
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 23, 2025Filed 31 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 23, 2025New
Disclosed 31 days after the trade. GWRE closed at $209.94 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 27, 2025
May 27, 2025
$209.36
−0.28%
$22 loss avoided
Day of disclosureJun 23, 2025
Jun 23, 2025
$238.40
+13.6%
$1,085 gain missed
30 days afterJun 23, 2025
Jun 23, 2025
$238.40
+13.6%
$1,085 gain missed
90 days afterAug 21, 2025
Aug 21, 2025
$213.11
+1.51%
$121 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$183.58
−12.6%
$1,005 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.
McDonald's Corporation Common StockMCD
Stocks (including ADRs) [ST]
Held in: LPL Account I
Transaction date
Jun 2, 2025Filed 21 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Jun 2, 2025New
Disclosed 21 days after the trade. MCD closed at $312.68 on Jun 2, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeJun 3, 2025
Jun 3, 2025
$312.39
−0.09%
$30 loss avoided
Day of disclosureJun 23, 2025
Jun 23, 2025
$289.52
−7.41%
$2,407 loss avoided
30 days afterJul 2, 2025
Jul 2, 2025
$294.63
−5.77%
$1,876 loss avoided
90 days afterSep 2, 2025
Sep 2, 2025
$315.76
+0.99%
$320 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$246.52
−21.2%
$6,877 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.
Nu Holdings Ltd. Class A Ordinary SharesNU
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 23, 2025Filed 31 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 23, 2025New
Disclosed 31 days after the trade. NU closed at $11.99 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 27, 2025
May 27, 2025
$11.94
−0.42%
$33 loss avoided
Day of disclosureJun 23, 2025
Jun 23, 2025
$12.34
+2.92%
$234 gain missed
30 days afterJun 23, 2025
Jun 23, 2025
$12.34
+2.92%
$234 gain missed
90 days afterAug 21, 2025
Aug 21, 2025
$13.67
+14.0%
$1,121 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$15.09
+25.9%
$2,069 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.
NVIDIA Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 29, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 29, 2025New
Disclosed 25 days after the trade. NVDA closed at $139.19 on May 29, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 30, 2025
May 30, 2025
$135.13
−2.92%
−$233 loss
Day of disclosureJun 23, 2025
Jun 23, 2025
$144.17
+3.58%
+$286 gain
30 days afterJun 30, 2025
Jun 30, 2025
$157.99
+13.5%
+$1,081 gain
90 days afterAug 27, 2025
Aug 27, 2025
$181.60
+30.5%
+$2,438 gain
Latest closeOct 22, 2026
Oct 22, 2026
$212.21
+52.5%
+$4,197 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 Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 23, 2025Filed 31 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 23, 2025New
Disclosed 31 days after the trade. NVDA closed at $131.29 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 27, 2025
May 27, 2025
$135.50
+3.21%
+$257 gain
Day of disclosureJun 23, 2025
Jun 23, 2025
$144.17
+9.81%
+$785 gain
30 days afterJun 23, 2025
Jun 23, 2025
$144.17
+9.81%
+$785 gain
90 days afterAug 21, 2025
Aug 21, 2025
$174.98
+33.3%
+$2,663 gain
Latest closeOct 22, 2026
Oct 22, 2026
$212.21
+61.6%
+$4,931 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.
Okta, Inc. - Class A Common StockOKTA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 29, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 29, 2025New
Disclosed 25 days after the trade. OKTA closed at $106.63 on May 29, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 30, 2025
May 30, 2025
$103.17
−3.24%
$260 loss avoided
Day of disclosureJun 23, 2025
Jun 23, 2025
$98.66
−7.47%
$598 loss avoided
30 days afterJun 30, 2025
Jun 30, 2025
$99.97
−6.25%
$500 loss avoided
90 days afterAug 27, 2025
Aug 27, 2025
$93.03
−12.8%
$1,020 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$194.02
+82.0%
$6,557 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.
Snowflake Inc. Class A Common StockSNOW
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 23, 2025Filed 31 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 23, 2025New
Disclosed 31 days after the trade. SNOW closed at $200.05 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 27, 2025
May 27, 2025
$206.35
+3.15%
+$252 gain
Day of disclosureJun 23, 2025
Jun 23, 2025
$213.71
+6.83%
+$546 gain
30 days afterJun 23, 2025
Jun 23, 2025
$213.71
+6.83%
+$546 gain
90 days afterAug 21, 2025
Aug 21, 2025
$194.68
−2.68%
−$215 loss
Latest closeOct 20, 2026
Oct 20, 2026
$319.61
+59.8%
+$4,782 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.
Tesla, Inc. - Common StockTSLA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 23, 2025Filed 31 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 23, 2025New
Disclosed 31 days after the trade. TSLA closed at $339.34 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 27, 2025
May 27, 2025
$362.89
+6.94%
+$555 gain
Day of disclosureJun 23, 2025
Jun 23, 2025
$348.68
+2.75%
+$220 gain
30 days afterJun 23, 2025
Jun 23, 2025
$348.68
+2.75%
+$220 gain
90 days afterAug 21, 2025
Aug 21, 2025
$320.11
−5.67%
−$453 loss
Latest closeOct 20, 2026
Oct 20, 2026
$373.71
+10.1%
+$810 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.
Veeva Systems Inc. Class A Common StockVEEV
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 29, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 29, 2025New
Disclosed 25 days after the trade. VEEV closed at $279.04 on May 29, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 30, 2025
May 30, 2025
$279.70
+0.24%
+$19 gain
Day of disclosureJun 23, 2025
Jun 23, 2025
$280.30
+0.45%
+$36 gain
30 days afterJun 30, 2025
Jun 30, 2025
$287.98
+3.20%
+$256 gain
90 days afterAug 27, 2025
Aug 27, 2025
$293.59
+5.21%
+$417 gain
Latest closeOct 20, 2026
Oct 20, 2026
$318.67
+14.2%
+$1,136 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)
Notified / status
Prices
May 23, 2025Filed 31 days later
Member
3M Company Common StockMMMStocks (including ADRs) [ST]Held in: LPL Account I
Sale
$15,001 - $50,000
Notified May 23, 2025New
Disclosed 31 days after the trade. MMM closed at $147.62 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMay 27, 2025
May 27, 2025
$149.49
+1.27%
$412 gain missed
Day of disclosureJun 23, 2025
Jun 23, 2025
$147.60
−0.01%
$4 loss avoided
30 days afterJun 23, 2025
Jun 23, 2025
$147.60
−0.01%
$4 loss avoided
90 days afterAug 21, 2025
Aug 21, 2025
$154.38
+4.58%
$1,488 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$171.37
+16.1%
$5,229 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.
May 29, 2025Filed 25 days later
Member
Arista Networks, Inc. Common StockANETStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified May 29, 2025New
Disclosed 25 days after the trade. ANET closed at $86.37 on May 29, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 30, 2025
May 30, 2025
$86.64
+0.31%
$25 gain missed
Day of disclosureJun 23, 2025
Jun 23, 2025
$91.95
+6.46%
$517 gain missed
30 days afterJun 30, 2025
Jun 30, 2025
$102.31
+18.5%
$1,477 gain missed
90 days afterAug 27, 2025
Aug 27, 2025
$133.27
+54.3%
$4,345 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$181.19
+109.8%
$8,784 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.
Jun 13, 2025Filed 10 days later
Member
Chubb Limited Common StockCBStocks (including ADRs) [ST]Held in: LPL Account I
Sale
$1,001 - $15,000
Notified Jun 13, 2025New
Disclosed 10 days after the trade. CB closed at $286.79 on Jun 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJun 16, 2025
Jun 16, 2025
$286.43
−0.13%
$10 loss avoided
Day of disclosureJun 23, 2025
Jun 23, 2025
$288.19
+0.49%
$39 gain missed
30 days afterJul 14, 2025
Jul 14, 2025
$280.20
−2.30%
$184 loss avoided
90 days afterSep 11, 2025
Sep 11, 2025
$282.89
−1.36%
$109 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$357.75
+24.7%
$1,980 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.
Disclosed 31 days after the trade. ESTC closed at $92.25 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 27, 2025
May 27, 2025
$92.85
+0.65%
$52 gain missed
Day of disclosureJun 23, 2025
Jun 23, 2025
$82.12
−11.0%
$879 loss avoided
30 days afterJun 23, 2025
Jun 23, 2025
$82.12
−11.0%
$879 loss avoided
90 days afterAug 21, 2025
Aug 21, 2025
$77.59
−15.9%
$1,271 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$95.63
+3.66%
$293 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.
May 23, 2025Filed 31 days later
Member
Guidewire Software, Inc. Common StockGWREStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified May 23, 2025New
Disclosed 31 days after the trade. GWRE closed at $209.94 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 27, 2025
May 27, 2025
$209.36
−0.28%
$22 loss avoided
Day of disclosureJun 23, 2025
Jun 23, 2025
$238.40
+13.6%
$1,085 gain missed
30 days afterJun 23, 2025
Jun 23, 2025
$238.40
+13.6%
$1,085 gain missed
90 days afterAug 21, 2025
Aug 21, 2025
$213.11
+1.51%
$121 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$183.58
−12.6%
$1,005 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.
Jun 2, 2025Filed 21 days later
Member
McDonald's Corporation Common StockMCDStocks (including ADRs) [ST]Held in: LPL Account I
Sale
$15,001 - $50,000
Notified Jun 2, 2025New
Disclosed 21 days after the trade. MCD closed at $312.68 on Jun 2, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeJun 3, 2025
Jun 3, 2025
$312.39
−0.09%
$30 loss avoided
Day of disclosureJun 23, 2025
Jun 23, 2025
$289.52
−7.41%
$2,407 loss avoided
30 days afterJul 2, 2025
Jul 2, 2025
$294.63
−5.77%
$1,876 loss avoided
90 days afterSep 2, 2025
Sep 2, 2025
$315.76
+0.99%
$320 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$246.52
−21.2%
$6,877 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.
May 23, 2025Filed 31 days later
Member
Nu Holdings Ltd. Class A Ordinary SharesNUStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified May 23, 2025New
Disclosed 31 days after the trade. NU closed at $11.99 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 27, 2025
May 27, 2025
$11.94
−0.42%
$33 loss avoided
Day of disclosureJun 23, 2025
Jun 23, 2025
$12.34
+2.92%
$234 gain missed
30 days afterJun 23, 2025
Jun 23, 2025
$12.34
+2.92%
$234 gain missed
90 days afterAug 21, 2025
Aug 21, 2025
$13.67
+14.0%
$1,121 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$15.09
+25.9%
$2,069 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.
May 29, 2025Filed 25 days later
Member
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 29, 2025New
Disclosed 25 days after the trade. NVDA closed at $139.19 on May 29, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 30, 2025
May 30, 2025
$135.13
−2.92%
−$233 loss
Day of disclosureJun 23, 2025
Jun 23, 2025
$144.17
+3.58%
+$286 gain
30 days afterJun 30, 2025
Jun 30, 2025
$157.99
+13.5%
+$1,081 gain
90 days afterAug 27, 2025
Aug 27, 2025
$181.60
+30.5%
+$2,438 gain
Latest closeOct 22, 2026
Oct 22, 2026
$212.21
+52.5%
+$4,197 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.
May 23, 2025Filed 31 days later
Member
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 23, 2025New
Disclosed 31 days after the trade. NVDA closed at $131.29 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 27, 2025
May 27, 2025
$135.50
+3.21%
+$257 gain
Day of disclosureJun 23, 2025
Jun 23, 2025
$144.17
+9.81%
+$785 gain
30 days afterJun 23, 2025
Jun 23, 2025
$144.17
+9.81%
+$785 gain
90 days afterAug 21, 2025
Aug 21, 2025
$174.98
+33.3%
+$2,663 gain
Latest closeOct 22, 2026
Oct 22, 2026
$212.21
+61.6%
+$4,931 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.
May 29, 2025Filed 25 days later
Member
Okta, Inc. - Class A Common StockOKTAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified May 29, 2025New
Disclosed 25 days after the trade. OKTA closed at $106.63 on May 29, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 30, 2025
May 30, 2025
$103.17
−3.24%
$260 loss avoided
Day of disclosureJun 23, 2025
Jun 23, 2025
$98.66
−7.47%
$598 loss avoided
30 days afterJun 30, 2025
Jun 30, 2025
$99.97
−6.25%
$500 loss avoided
90 days afterAug 27, 2025
Aug 27, 2025
$93.03
−12.8%
$1,020 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$194.02
+82.0%
$6,557 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.
May 23, 2025Filed 31 days later
Member
Snowflake Inc. Class A Common StockSNOWStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 23, 2025New
Disclosed 31 days after the trade. SNOW closed at $200.05 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 27, 2025
May 27, 2025
$206.35
+3.15%
+$252 gain
Day of disclosureJun 23, 2025
Jun 23, 2025
$213.71
+6.83%
+$546 gain
30 days afterJun 23, 2025
Jun 23, 2025
$213.71
+6.83%
+$546 gain
90 days afterAug 21, 2025
Aug 21, 2025
$194.68
−2.68%
−$215 loss
Latest closeOct 20, 2026
Oct 20, 2026
$319.61
+59.8%
+$4,782 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.
May 23, 2025Filed 31 days later
Member
Tesla, Inc. - Common StockTSLAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 23, 2025New
Disclosed 31 days after the trade. TSLA closed at $339.34 on May 23, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 27, 2025
May 27, 2025
$362.89
+6.94%
+$555 gain
Day of disclosureJun 23, 2025
Jun 23, 2025
$348.68
+2.75%
+$220 gain
30 days afterJun 23, 2025
Jun 23, 2025
$348.68
+2.75%
+$220 gain
90 days afterAug 21, 2025
Aug 21, 2025
$320.11
−5.67%
−$453 loss
Latest closeOct 20, 2026
Oct 20, 2026
$373.71
+10.1%
+$810 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.
May 29, 2025Filed 25 days later
Member
Veeva Systems Inc. Class A Common StockVEEVStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 29, 2025New
Disclosed 25 days after the trade. VEEV closed at $279.04 on May 29, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 30, 2025
May 30, 2025
$279.70
+0.24%
+$19 gain
Day of disclosureJun 23, 2025
Jun 23, 2025
$280.30
+0.45%
+$36 gain
30 days afterJun 30, 2025
Jun 30, 2025
$287.98
+3.20%
+$256 gain
90 days afterAug 27, 2025
Aug 27, 2025
$293.59
+5.21%
+$417 gain
Latest closeOct 20, 2026
Oct 20, 2026
$318.67
+14.2%
+$1,136 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.
Notified May 15, 2025New
Disclosed 25 days after the trade. APD closed at $274.42 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$278.93
+1.64%
+$131 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$279.92
+2.00%
+$160 gain
30 days afterJun 16, 2025
Jun 16, 2025
$280.43
+2.19%
+$175 gain
90 days afterAug 13, 2025
Aug 13, 2025
$294.21
+7.21%
+$577 gain
Latest closeOct 20, 2026
Oct 20, 2026
$302.58
+10.3%
+$821 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.
Alexandria Real Estate Equities, Inc. Common StockARE
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. ARE closed at $71.56 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$72.85
+1.80%
$144 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$71.75
+0.27%
$21 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$72.64
+1.51%
$121 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$74.98
+4.78%
$382 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$42.65
−40.4%
$3,232 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.
Ameren Corporation Common StockAEE
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. AEE closed at $96.82 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$98.02
+1.24%
$99 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$95.93
−0.92%
$74 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$94.81
−2.08%
$166 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$102.22
+5.58%
$446 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$106.23
+9.72%
$778 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.
Baxter International Inc. Common StockBAX
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. BAX closed at $31.04 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$31.66
+2.00%
+$160 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$30.85
−0.61%
−$49 loss
30 days afterJun 16, 2025
Jun 16, 2025
$30.82
−0.71%
−$57 loss
90 days afterAug 13, 2025
Aug 13, 2025
$24.11
−22.3%
−$1,786 loss
Latest closeOct 20, 2026
Oct 20, 2026
$24.51
−21.0%
−$1,683 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.
Becton, Dickinson and Company Common StockBDX
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. BDX closed at $135.43 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$137.90
+1.82%
+$146 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$135.62
+0.14%
+$11 gain
30 days afterJun 16, 2025
Jun 16, 2025
$135.30
−0.10%
−$8 loss
90 days afterAug 13, 2025
Aug 13, 2025
$154.06
+13.8%
+$1,100 gain
Latest closeOct 20, 2026
Oct 20, 2026
$193.80
+43.1%
+$3,448 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.
Biogen Inc. - Common StockBIIB
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. BIIB closed at $123.70 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$125.59
+1.53%
+$122 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$134.15
+8.45%
+$676 gain
30 days afterJun 16, 2025
Jun 16, 2025
$131.04
+5.93%
+$475 gain
90 days afterAug 13, 2025
Aug 13, 2025
$135.19
+9.29%
+$743 gain
Latest closeOct 20, 2026
Oct 20, 2026
$243.10
+96.5%
+$7,723 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.
Centene Corporation Common StockCNC
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. CNC closed at $60.06 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$61.78
+2.86%
$229 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$55.76
−7.16%
$573 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$54.68
−8.96%
$717 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$27.07
−54.9%
$4,395 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$70.81
+17.9%
$1,432 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.
Coca-Cola CompanyKO
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. KO closed at $71.61 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$72.00
+0.54%
$44 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$71.77
+0.22%
$18 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$70.52
−1.52%
$122 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$70.46
−1.61%
$128 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$93.49
+30.6%
$2,445 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.
Consolidated Edison, Inc. Common StockED
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. ED closed at $102.01 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$104.29
+2.24%
$179 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$101.11
−0.88%
$71 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$101.63
−0.37%
$30 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$103.66
+1.62%
$129 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$111.98
+9.77%
$782 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.
DexCom, Inc. - Common StockDXCM
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. DXCM closed at $85.67 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$85.48
−0.22%
−$18 loss
Day of disclosureJun 9, 2025
Jun 9, 2025
$85.68
+0.01%
+$1 gain
30 days afterJun 16, 2025
Jun 16, 2025
$83.00
−3.12%
−$249 loss
90 days afterAug 13, 2025
Aug 13, 2025
$79.96
−6.67%
−$533 loss
Latest closeOct 20, 2026
Oct 20, 2026
$85.74
+0.08%
+$7 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.
Dow Inc. Common StockDOW
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. DOW closed at $29.90 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$30.19
+0.97%
+$78 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$29.39
−1.71%
−$136 loss
30 days afterJun 16, 2025
Jun 16, 2025
$30.57
+2.24%
+$179 gain
90 days afterAug 13, 2025
Aug 13, 2025
$22.92
−23.3%
−$1,868 loss
Latest closeOct 20, 2026
Oct 20, 2026
$30.69
+2.64%
+$211 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.
DuPont de Nemours, Inc. Common StockDD
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. DD closed at $35.81 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$36.41
+1.67%
$134 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$36.02
+0.59%
$47 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$35.70
−0.29%
$23 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$38.86
+8.52%
$682 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$132.96
+271.3%
$21,708 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.
Eastman Chemical Company Common StockEMN
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. EMN closed at $81.25 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$82.58
+1.64%
$131 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$79.95
−1.60%
$128 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$77.04
−5.18%
$415 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$66.55
−18.1%
$1,448 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$63.50
−21.8%
$1,748 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.
Electronic Arts Inc. - Common StockEA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. EA closed at $149.57 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$151.54
+1.32%
$105 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$146.92
−1.77%
$142 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$151.10
+1.02%
$82 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$178.40
+19.3%
$1,542 gain missed
Latest closeAug 10, 2026
Aug 10, 2026
$209.70
+40.2%
$3,217 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.
EOG Resources, Inc. Common StockEOG
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. EOG closed at $115.86 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$115.50
−0.31%
−$25 loss
Day of disclosureJun 9, 2025
Jun 9, 2025
$114.33
−1.32%
−$106 loss
30 days afterJun 16, 2025
Jun 16, 2025
$123.18
+6.32%
+$506 gain
90 days afterAug 13, 2025
Aug 13, 2025
$119.47
+3.12%
+$249 gain
Latest closeOct 20, 2026
Oct 20, 2026
$157.91
+36.3%
+$2,904 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.
GE Aerospace Common StockGE
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. GE closed at $229.38 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$231.78
+1.05%
$84 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$251.41
+9.60%
$768 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$236.54
+3.12%
$250 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$268.86
+17.2%
$1,377 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$299.87
+30.7%
$2,459 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.
General Dynamics Corporation Common StockGD
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. GD closed at $278.51 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$280.71
+0.79%
$63 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$277.31
−0.43%
$34 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$279.29
+0.28%
$22 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$317.49
+14.0%
$1,120 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$344.44
+23.7%
$1,894 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.
Halliburton Company Common StockHAL
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. HAL closed at $21.04 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$21.25
+1.00%
$80 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$21.00
−0.19%
$15 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$22.91
+8.89%
$711 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$21.20
+0.76%
$61 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$33.59
+59.6%
$4,772 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.
Healthpeak Properties, Inc. Common StockDOC
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. DOC closed at $17.31 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$17.73
+2.43%
$194 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$17.27
−0.23%
$18 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$17.14
−0.98%
$79 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$17.14
−0.98%
$79 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$18.76
+8.38%
$670 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.
Host Hotels & Resorts, Inc. - Common StockHST
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. HST closed at $15.40 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$15.56
+1.04%
$83 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$15.92
+3.38%
$270 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$15.64
+1.56%
$125 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$16.10
+4.55%
$364 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$24.80
+61.0%
$4,884 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.
Humana Inc. Common StockHUM
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. HUM closed at $227.47 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$237.96
+4.61%
$369 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$233.07
+2.46%
$197 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$235.39
+3.48%
$279 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$281.99
+24.0%
$1,918 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$427.38
+87.9%
$7,032 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.
IDEXX Laboratories, Inc. - Common StockIDXX
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. IDXX closed at $511.99 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$518.10
+1.19%
+$95 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$518.60
+1.29%
+$103 gain
30 days afterJun 16, 2025
Jun 16, 2025
$528.77
+3.28%
+$262 gain
90 days afterAug 13, 2025
Aug 13, 2025
$663.92
+29.7%
+$2,374 gain
Latest closeOct 20, 2026
Oct 20, 2026
$557.93
+8.97%
+$718 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.
JP Morgan Chase & Co. Common StockJPM
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. JPM closed at $267.49 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$267.56
+0.03%
+$2 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$266.74
−0.28%
−$22 loss
30 days afterJun 16, 2025
Jun 16, 2025
$270.36
+1.07%
+$86 gain
90 days afterAug 13, 2025
Aug 13, 2025
$290.53
+8.61%
+$689 gain
Latest closeOct 20, 2026
Oct 20, 2026
$335.26
+25.3%
+$2,027 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.
Lockheed Martin Corporation Common StockLMT
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. LMT closed at $465.14 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$468.32
+0.68%
+$55 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$480.83
+3.37%
+$270 gain
30 days afterJun 16, 2025
Jun 16, 2025
$467.06
+0.41%
+$33 gain
90 days afterAug 13, 2025
Aug 13, 2025
$442.57
−4.85%
−$388 loss
Latest closeOct 20, 2026
Oct 20, 2026
$548.71
+18.0%
+$1,438 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.
LyondellBasell Industries NV Ordinary Shares Class ALYB
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. LYB closed at $58.42 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$59.77
+2.31%
+$185 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$58.48
+0.10%
+$8 gain
30 days afterJun 16, 2025
Jun 16, 2025
$61.22
+4.79%
+$383 gain
90 days afterAug 13, 2025
Aug 13, 2025
$52.93
−9.40%
−$752 loss
Latest closeOct 20, 2026
Oct 20, 2026
$63.96
+9.48%
+$759 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.
Marsh & McLennan Companies, Inc. Common StockMMC
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. MMC closed at $227.24 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$231.39
+1.83%
$146 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$222.52
−2.08%
$166 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$216.63
−4.67%
$374 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$209.35
−7.87%
$630 loss avoided
Latest closeMar 17, 2026
Mar 17, 2026
$171.94
−24.3%
$1,947 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.
Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 13, 2025Filed 27 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 13, 2025New
Disclosed 27 days after the trade. META closed at $656.03 on May 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 14, 2025
May 14, 2025
$659.36
+0.51%
+$41 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$694.06
+5.80%
+$464 gain
30 days afterJun 12, 2025
Jun 12, 2025
$693.36
+5.69%
+$455 gain
90 days afterAug 11, 2025
Aug 11, 2025
$765.87
+16.7%
+$1,340 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+5.83%
+$466 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 Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 9, 2025Filed 31 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 9, 2025New
Disclosed 31 days after the trade. MSFT closed at $438.73 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 12, 2025
May 12, 2025
$449.26
+2.40%
+$192 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$472.75
+7.75%
+$620 gain
30 days afterJun 9, 2025
Jun 9, 2025
$472.75
+7.75%
+$620 gain
90 days afterAug 7, 2025
Aug 7, 2025
$520.84
+18.7%
+$1,497 gain
Latest closeOct 20, 2026
Oct 20, 2026
$531.87
+21.2%
+$1,699 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.
Molina Healthcare Inc Common StockMOH
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. MOH closed at $313.97 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$325.34
+3.62%
+$290 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$297.00
−5.40%
−$432 loss
30 days afterJun 16, 2025
Jun 16, 2025
$290.25
−7.55%
−$604 loss
90 days afterAug 13, 2025
Aug 13, 2025
$161.21
−48.7%
−$3,893 loss
Latest closeOct 20, 2026
Oct 20, 2026
$219.72
−30.0%
−$2,402 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.
Netflix, Inc. - Common StockNFLX
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 13, 2025Filed 27 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 13, 2025New
Disclosed 27 days after the trade. NFLX closed at $11.38 on May 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 14, 2025
May 14, 2025
$11.51
+1.10%
$88 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$12.24
+7.56%
$605 gain missed
30 days afterJun 12, 2025
Jun 12, 2025
$12.15
+6.73%
$538 gain missed
90 days afterAug 11, 2025
Aug 11, 2025
$12.18
+7.02%
$561 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$68.69
+503.4%
$40,275 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.
Northrop Grumman Corporation Common StockNOC
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. NOC closed at $469.05 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$473.17
+0.88%
$70 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$491.36
+4.76%
$381 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$497.52
+6.07%
$486 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$582.09
+24.1%
$1,928 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$534.00
+13.8%
$1,108 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.
Nucor Corporation Common StockNUE
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. NUE closed at $115.46 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$116.16
+0.61%
$49 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$122.53
+6.12%
$490 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$121.67
+5.38%
$430 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$145.84
+26.3%
$2,105 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$261.50
+126.5%
$10,120 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.
NVIDIA Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 12, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 12, 2025New
Disclosed 28 days after the trade. NVDA closed at $123.00 on May 12, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 13, 2025
May 13, 2025
$129.93
+5.63%
+$451 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$142.63
+16.0%
+$1,277 gain
30 days afterJun 11, 2025
Jun 11, 2025
$142.83
+16.1%
+$1,290 gain
90 days afterAug 11, 2025
Aug 11, 2025
$182.06
+48.0%
+$3,842 gain
Latest closeOct 22, 2026
Oct 22, 2026
$212.21
+72.5%
+$5,803 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 Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 16, 2025Filed 24 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 16, 2025New
Disclosed 24 days after the trade. NVDA closed at $135.40 on May 16, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 19, 2025
May 19, 2025
$135.57
+0.13%
+$10 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$142.63
+5.34%
+$427 gain
30 days afterJun 16, 2025
Jun 16, 2025
$144.69
+6.86%
+$549 gain
90 days afterAug 14, 2025
Aug 14, 2025
$182.02
+34.4%
+$2,755 gain
Latest closeOct 22, 2026
Oct 22, 2026
$212.21
+56.7%
+$4,539 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 Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 13, 2025Filed 27 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 13, 2025New
Disclosed 27 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
May 14, 2025
$135.34
+4.16%
+$333 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$142.63
+9.77%
+$782 gain
30 days afterJun 12, 2025
Jun 12, 2025
$145.00
+11.6%
+$928 gain
90 days afterAug 11, 2025
Aug 11, 2025
$182.06
+40.1%
+$3,210 gain
Latest closeOct 22, 2026
Oct 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.
Okta, Inc. - Class A Common StockOKTA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 9, 2025Filed 31 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 9, 2025New
Disclosed 31 days after the trade. OKTA closed at $119.45 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 12, 2025
May 12, 2025
$124.17
+3.95%
+$316 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$101.20
−15.3%
−$1,222 loss
30 days afterJun 9, 2025
Jun 9, 2025
$101.20
−15.3%
−$1,222 loss
90 days afterAug 7, 2025
Aug 7, 2025
$93.58
−21.7%
−$1,733 loss
Latest closeOct 20, 2026
Oct 20, 2026
$194.02
+62.4%
+$4,995 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.
Onto Innovation Inc. Common StockONTO
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 9, 2025Filed 31 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 9, 2025New
Disclosed 31 days after the trade. ONTO closed at $88.50 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 12, 2025
May 12, 2025
$93.49
+5.64%
$451 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$99.46
+12.4%
$991 gain missed
30 days afterJun 9, 2025
Jun 9, 2025
$99.46
+12.4%
$991 gain missed
90 days afterAug 7, 2025
Aug 7, 2025
$92.68
+4.72%
$378 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$219.62
+148.2%
$11,854 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.
Onto Innovation Inc. Common StockONTO
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 12, 2025Filed 28 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 12, 2025New
Disclosed 28 days after the trade. ONTO closed at $93.49 on May 12, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 13, 2025
May 13, 2025
$99.19
+6.10%
$488 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$99.46
+6.39%
$511 gain missed
30 days afterJun 11, 2025
Jun 11, 2025
$99.94
+6.90%
$552 gain missed
90 days afterAug 11, 2025
Aug 11, 2025
$104.66
+11.9%
$956 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$219.62
+134.9%
$10,794 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.
PPG Industries, Inc. Common StockPPG
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. PPG closed at $113.06 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$114.08
+0.90%
$72 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$113.46
+0.35%
$28 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$109.04
−3.56%
$284 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$112.62
−0.39%
$31 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$108.61
−3.94%
$315 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.
Regeneron Pharmaceuticals, Inc. - Common StockREGN
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. REGN closed at $584.99 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$594.32
+1.59%
+$128 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$517.60
−11.5%
−$922 loss
30 days afterJun 16, 2025
Jun 16, 2025
$522.68
−10.7%
−$852 loss
90 days afterAug 13, 2025
Aug 13, 2025
$561.55
−4.01%
−$321 loss
Latest closeOct 20, 2026
Oct 20, 2026
$807.48
+38.0%
+$3,043 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.
Robinhood Markets, Inc. - Class A Common StockHOOD
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 13, 2025Filed 27 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 13, 2025New
Disclosed 27 days after the trade. HOOD closed at $62.57 on May 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 14, 2025
May 14, 2025
$61.39
−1.89%
−$151 loss
Day of disclosureJun 9, 2025
Jun 9, 2025
$73.40
+17.3%
+$1,385 gain
30 days afterJun 12, 2025
Jun 12, 2025
$73.84
+18.0%
+$1,441 gain
90 days afterAug 11, 2025
Aug 11, 2025
$113.62
+81.6%
+$6,528 gain
Latest closeOct 20, 2026
Oct 20, 2026
$98.21
+57.0%
+$4,557 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.
Tempus AI, Inc. - Class A Common StockTEM
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 9, 2025Filed 31 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 9, 2025New
Disclosed 31 days after the trade. TEM closed at $61.37 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 12, 2025
May 12, 2025
$62.69
+2.15%
+$172 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$66.94
+9.08%
+$726 gain
30 days afterJun 9, 2025
Jun 9, 2025
$66.94
+9.08%
+$726 gain
90 days afterAug 7, 2025
Aug 7, 2025
$58.74
−4.29%
−$343 loss
Latest closeOct 20, 2026
Oct 20, 2026
$66.75
+8.77%
+$701 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.
Tesla, Inc. - Common StockTSLA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 12, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 12, 2025New
Disclosed 28 days after the trade. TSLA closed at $318.38 on May 12, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 13, 2025
May 13, 2025
$334.07
+4.93%
+$394 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$308.58
−3.08%
−$246 loss
30 days afterJun 11, 2025
Jun 11, 2025
$326.43
+2.53%
+$202 gain
90 days afterAug 11, 2025
Aug 11, 2025
$339.03
+6.49%
+$519 gain
Latest closeOct 20, 2026
Oct 20, 2026
$373.71
+17.4%
+$1,390 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.
Tesla, Inc. - Common StockTSLA
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 16, 2025Filed 24 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 16, 2025New
Disclosed 24 days after the trade. TSLA closed at $349.98 on May 16, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 19, 2025
May 19, 2025
$342.09
−2.25%
−$180 loss
Day of disclosureJun 9, 2025
Jun 9, 2025
$308.58
−11.8%
−$946 loss
30 days afterJun 16, 2025
Jun 16, 2025
$329.13
−5.96%
−$477 loss
90 days afterAug 14, 2025
Aug 14, 2025
$335.58
−4.11%
−$329 loss
Latest closeOct 20, 2026
Oct 20, 2026
$373.71
+6.78%
+$542 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.
Texas Instruments Incorporated - Common StockTXN
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 12, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 12, 2025New
Disclosed 28 days after the trade. TXN closed at $187.28 on May 12, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 13, 2025
May 13, 2025
$188.20
+0.49%
+$39 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$199.21
+6.37%
+$510 gain
30 days afterJun 11, 2025
Jun 11, 2025
$199.69
+6.63%
+$530 gain
90 days afterAug 11, 2025
Aug 11, 2025
$183.71
−1.91%
−$153 loss
Latest closeOct 20, 2026
Oct 20, 2026
$277.78
+48.3%
+$3,866 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.
The Cooper Companies, Inc.COO
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. COO closed at $81.45 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$82.92
+1.80%
$144 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$71.97
−11.6%
$931 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$69.74
−14.4%
$1,150 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$74.27
−8.82%
$705 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$59.12
−27.4%
$2,194 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.
The Trade Desk, Inc. - Class A Common StockTTD
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 9, 2025Filed 31 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 9, 2025New
Disclosed 31 days after the trade. TTD closed at $71.04 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 12, 2025
May 12, 2025
$79.40
+11.8%
+$942 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$71.49
+0.63%
+$51 gain
30 days afterJun 9, 2025
Jun 9, 2025
$71.49
+0.63%
+$51 gain
90 days afterAug 7, 2025
Aug 7, 2025
$88.33
+24.3%
+$1,947 gain
Latest closeOct 20, 2026
Oct 20, 2026
$12.65
−82.2%
−$6,576 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.
Valero Energy Corporation Common StockVLO
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. VLO closed at $135.37 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$135.74
+0.27%
+$22 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$128.26
−5.25%
−$420 loss
30 days afterJun 16, 2025
Jun 16, 2025
$137.76
+1.77%
+$141 gain
90 days afterAug 13, 2025
Aug 13, 2025
$136.15
+0.58%
+$46 gain
Latest closeOct 20, 2026
Oct 20, 2026
$433.42
+220.2%
+$17,616 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.
Veeva Systems Inc. Class A Common StockVEEV
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account #2
Transaction date
May 16, 2025Filed 24 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 16, 2025New
Disclosed 24 days after the trade. VEEV closed at $242.78 on May 16, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 19, 2025
May 19, 2025
$239.64
−1.29%
$103 loss avoided
Day of disclosureJun 9, 2025
Jun 9, 2025
$283.33
+16.7%
$1,336 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$284.58
+17.2%
$1,378 gain missed
90 days afterAug 14, 2025
Aug 14, 2025
$274.98
+13.3%
$1,061 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$318.67
+31.3%
$2,501 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.
Waste Management, Inc. Common StockWM
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. WM closed at $228.02 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$229.87
+0.81%
$65 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$233.99
+2.62%
$209 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$234.66
+2.91%
$233 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$229.90
+0.82%
$66 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$231.73
+1.63%
$130 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.
Waters Corporation Common StockWAT
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. WAT closed at $351.60 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$359.48
+2.24%
+$179 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$348.33
−0.93%
−$74 loss
30 days afterJun 16, 2025
Jun 16, 2025
$347.81
−1.08%
−$86 loss
90 days afterAug 13, 2025
Aug 13, 2025
$296.83
−15.6%
−$1,246 loss
Latest closeOct 20, 2026
Oct 20, 2026
$442.83
+25.9%
+$2,076 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.
Westinghouse Air Brake Technologies Corporation Common StockWAB
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. WAB closed at $204.24 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$205.69
+0.71%
$57 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$205.37
+0.55%
$44 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$203.50
−0.36%
$29 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$194.40
−4.82%
$385 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$283.43
+38.8%
$3,102 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.
Weyerhaeuser Company Common StockWY
Stocks (including ADRs) [ST]
Held in: JP Morgan Brokerage Account
Transaction date
May 15, 2025Filed 25 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 15, 2025New
Disclosed 25 days after the trade. WY closed at $26.47 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$26.72
+0.94%
$76 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$27.01
+2.04%
$163 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$26.70
+0.87%
$70 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$26.41
−0.23%
$18 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$19.34
−26.9%
$2,155 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.
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
May 15, 2025Filed 25 days later
Member
AbbVie Inc. Common StockABBVStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. ABBV closed at $181.68 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$184.02
+1.29%
+$103 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$189.16
+4.12%
+$329 gain
30 days afterJun 16, 2025
Jun 16, 2025
$190.86
+5.05%
+$404 gain
90 days afterAug 13, 2025
Aug 13, 2025
$201.47
+10.9%
+$872 gain
Latest closeOct 20, 2026
Oct 20, 2026
$289.08
+59.1%
+$4,730 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.
May 15, 2025Filed 25 days later
Member
Air Products and Chemicals, Inc. Common StockAPDStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. APD closed at $274.42 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$278.93
+1.64%
+$131 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$279.92
+2.00%
+$160 gain
30 days afterJun 16, 2025
Jun 16, 2025
$280.43
+2.19%
+$175 gain
90 days afterAug 13, 2025
Aug 13, 2025
$294.21
+7.21%
+$577 gain
Latest closeOct 20, 2026
Oct 20, 2026
$302.58
+10.3%
+$821 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.
May 15, 2025Filed 25 days later
Member
Alexandria Real Estate Equities, Inc. Common StockAREStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. ARE closed at $71.56 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$72.85
+1.80%
$144 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$71.75
+0.27%
$21 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$72.64
+1.51%
$121 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$74.98
+4.78%
$382 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$42.65
−40.4%
$3,232 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.
May 15, 2025Filed 25 days later
Member
Ameren Corporation Common StockAEEStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. AEE closed at $96.82 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$98.02
+1.24%
$99 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$95.93
−0.92%
$74 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$94.81
−2.08%
$166 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$102.22
+5.58%
$446 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$106.23
+9.72%
$778 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.
May 15, 2025Filed 25 days later
Member
Baxter International Inc. Common StockBAXStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. BAX closed at $31.04 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$31.66
+2.00%
+$160 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$30.85
−0.61%
−$49 loss
30 days afterJun 16, 2025
Jun 16, 2025
$30.82
−0.71%
−$57 loss
90 days afterAug 13, 2025
Aug 13, 2025
$24.11
−22.3%
−$1,786 loss
Latest closeOct 20, 2026
Oct 20, 2026
$24.51
−21.0%
−$1,683 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.
May 15, 2025Filed 25 days later
Member
Becton, Dickinson and Company Common StockBDXStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. BDX closed at $135.43 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$137.90
+1.82%
+$146 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$135.62
+0.14%
+$11 gain
30 days afterJun 16, 2025
Jun 16, 2025
$135.30
−0.10%
−$8 loss
90 days afterAug 13, 2025
Aug 13, 2025
$154.06
+13.8%
+$1,100 gain
Latest closeOct 20, 2026
Oct 20, 2026
$193.80
+43.1%
+$3,448 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.
May 15, 2025Filed 25 days later
Member
Biogen Inc. - Common StockBIIBStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. BIIB closed at $123.70 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$125.59
+1.53%
+$122 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$134.15
+8.45%
+$676 gain
30 days afterJun 16, 2025
Jun 16, 2025
$131.04
+5.93%
+$475 gain
90 days afterAug 13, 2025
Aug 13, 2025
$135.19
+9.29%
+$743 gain
Latest closeOct 20, 2026
Oct 20, 2026
$243.10
+96.5%
+$7,723 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.
May 15, 2025Filed 25 days later
Member
Centene Corporation Common StockCNCStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. CNC closed at $60.06 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$61.78
+2.86%
$229 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$55.76
−7.16%
$573 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$54.68
−8.96%
$717 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$27.07
−54.9%
$4,395 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$70.81
+17.9%
$1,432 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.
May 15, 2025Filed 25 days later
Member
Coca-Cola CompanyKOStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. KO closed at $71.61 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$72.00
+0.54%
$44 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$71.77
+0.22%
$18 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$70.52
−1.52%
$122 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$70.46
−1.61%
$128 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$93.49
+30.6%
$2,445 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.
May 15, 2025Filed 25 days later
Member
Consolidated Edison, Inc. Common StockEDStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. ED closed at $102.01 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$104.29
+2.24%
$179 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$101.11
−0.88%
$71 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$101.63
−0.37%
$30 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$103.66
+1.62%
$129 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$111.98
+9.77%
$782 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.
May 15, 2025Filed 25 days later
Member
DexCom, Inc. - Common StockDXCMStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. DXCM closed at $85.67 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$85.48
−0.22%
−$18 loss
Day of disclosureJun 9, 2025
Jun 9, 2025
$85.68
+0.01%
+$1 gain
30 days afterJun 16, 2025
Jun 16, 2025
$83.00
−3.12%
−$249 loss
90 days afterAug 13, 2025
Aug 13, 2025
$79.96
−6.67%
−$533 loss
Latest closeOct 20, 2026
Oct 20, 2026
$85.74
+0.08%
+$7 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.
May 15, 2025Filed 25 days later
Member
Dow Inc. Common StockDOWStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. DOW closed at $29.90 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$30.19
+0.97%
+$78 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$29.39
−1.71%
−$136 loss
30 days afterJun 16, 2025
Jun 16, 2025
$30.57
+2.24%
+$179 gain
90 days afterAug 13, 2025
Aug 13, 2025
$22.92
−23.3%
−$1,868 loss
Latest closeOct 20, 2026
Oct 20, 2026
$30.69
+2.64%
+$211 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.
May 15, 2025Filed 25 days later
Member
DuPont de Nemours, Inc. Common StockDDStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. DD closed at $35.81 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$36.41
+1.67%
$134 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$36.02
+0.59%
$47 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$35.70
−0.29%
$23 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$38.86
+8.52%
$682 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$132.96
+271.3%
$21,708 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.
May 15, 2025Filed 25 days later
Member
Eastman Chemical Company Common StockEMNStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. EMN closed at $81.25 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$82.58
+1.64%
$131 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$79.95
−1.60%
$128 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$77.04
−5.18%
$415 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$66.55
−18.1%
$1,448 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$63.50
−21.8%
$1,748 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.
May 15, 2025Filed 25 days later
Member
Electronic Arts Inc. - Common StockEAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. EA closed at $149.57 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$151.54
+1.32%
$105 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$146.92
−1.77%
$142 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$151.10
+1.02%
$82 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$178.40
+19.3%
$1,542 gain missed
Latest closeAug 10, 2026
Aug 10, 2026
$209.70
+40.2%
$3,217 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.
May 15, 2025Filed 25 days later
Member
EOG Resources, Inc. Common StockEOGStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. EOG closed at $115.86 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$115.50
−0.31%
−$25 loss
Day of disclosureJun 9, 2025
Jun 9, 2025
$114.33
−1.32%
−$106 loss
30 days afterJun 16, 2025
Jun 16, 2025
$123.18
+6.32%
+$506 gain
90 days afterAug 13, 2025
Aug 13, 2025
$119.47
+3.12%
+$249 gain
Latest closeOct 20, 2026
Oct 20, 2026
$157.91
+36.3%
+$2,904 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.
May 15, 2025Filed 25 days later
Member
GE Aerospace Common StockGEStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. GE closed at $229.38 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$231.78
+1.05%
$84 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$251.41
+9.60%
$768 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$236.54
+3.12%
$250 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$268.86
+17.2%
$1,377 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$299.87
+30.7%
$2,459 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.
May 15, 2025Filed 25 days later
Member
General Dynamics Corporation Common StockGDStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. GD closed at $278.51 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$280.71
+0.79%
$63 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$277.31
−0.43%
$34 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$279.29
+0.28%
$22 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$317.49
+14.0%
$1,120 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$344.44
+23.7%
$1,894 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.
May 15, 2025Filed 25 days later
Member
Halliburton Company Common StockHALStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. HAL closed at $21.04 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$21.25
+1.00%
$80 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$21.00
−0.19%
$15 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$22.91
+8.89%
$711 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$21.20
+0.76%
$61 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$33.59
+59.6%
$4,772 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.
May 15, 2025Filed 25 days later
Member
Healthpeak Properties, Inc. Common StockDOCStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. DOC closed at $17.31 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$17.73
+2.43%
$194 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$17.27
−0.23%
$18 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$17.14
−0.98%
$79 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$17.14
−0.98%
$79 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$18.76
+8.38%
$670 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.
May 15, 2025Filed 25 days later
Member
Host Hotels & Resorts, Inc. - Common StockHSTStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. HST closed at $15.40 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$15.56
+1.04%
$83 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$15.92
+3.38%
$270 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$15.64
+1.56%
$125 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$16.10
+4.55%
$364 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$24.80
+61.0%
$4,884 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.
May 15, 2025Filed 25 days later
Member
Humana Inc. Common StockHUMStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. HUM closed at $227.47 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$237.96
+4.61%
$369 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$233.07
+2.46%
$197 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$235.39
+3.48%
$279 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$281.99
+24.0%
$1,918 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$427.38
+87.9%
$7,032 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.
May 15, 2025Filed 25 days later
Member
IDEXX Laboratories, Inc. - Common StockIDXXStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. IDXX closed at $511.99 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$518.10
+1.19%
+$95 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$518.60
+1.29%
+$103 gain
30 days afterJun 16, 2025
Jun 16, 2025
$528.77
+3.28%
+$262 gain
90 days afterAug 13, 2025
Aug 13, 2025
$663.92
+29.7%
+$2,374 gain
Latest closeOct 20, 2026
Oct 20, 2026
$557.93
+8.97%
+$718 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.
May 15, 2025Filed 25 days later
Member
JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. JPM closed at $267.49 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$267.56
+0.03%
+$2 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$266.74
−0.28%
−$22 loss
30 days afterJun 16, 2025
Jun 16, 2025
$270.36
+1.07%
+$86 gain
90 days afterAug 13, 2025
Aug 13, 2025
$290.53
+8.61%
+$689 gain
Latest closeOct 20, 2026
Oct 20, 2026
$335.26
+25.3%
+$2,027 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.
May 15, 2025Filed 25 days later
Member
Lockheed Martin Corporation Common StockLMTStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. LMT closed at $465.14 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$468.32
+0.68%
+$55 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$480.83
+3.37%
+$270 gain
30 days afterJun 16, 2025
Jun 16, 2025
$467.06
+0.41%
+$33 gain
90 days afterAug 13, 2025
Aug 13, 2025
$442.57
−4.85%
−$388 loss
Latest closeOct 20, 2026
Oct 20, 2026
$548.71
+18.0%
+$1,438 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.
May 15, 2025Filed 25 days later
Member
LyondellBasell Industries NV Ordinary Shares Class ALYBStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. LYB closed at $58.42 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$59.77
+2.31%
+$185 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$58.48
+0.10%
+$8 gain
30 days afterJun 16, 2025
Jun 16, 2025
$61.22
+4.79%
+$383 gain
90 days afterAug 13, 2025
Aug 13, 2025
$52.93
−9.40%
−$752 loss
Latest closeOct 20, 2026
Oct 20, 2026
$63.96
+9.48%
+$759 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.
May 15, 2025Filed 25 days later
Member
Marsh & McLennan Companies, Inc. Common StockMMCStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. MMC closed at $227.24 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$231.39
+1.83%
$146 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$222.52
−2.08%
$166 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$216.63
−4.67%
$374 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$209.35
−7.87%
$630 loss avoided
Latest closeMar 17, 2026
Mar 17, 2026
$171.94
−24.3%
$1,947 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.
May 13, 2025Filed 27 days later
Member
Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 13, 2025New
Disclosed 27 days after the trade. META closed at $656.03 on May 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 14, 2025
May 14, 2025
$659.36
+0.51%
+$41 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$694.06
+5.80%
+$464 gain
30 days afterJun 12, 2025
Jun 12, 2025
$693.36
+5.69%
+$455 gain
90 days afterAug 11, 2025
Aug 11, 2025
$765.87
+16.7%
+$1,340 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+5.83%
+$466 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.
May 9, 2025Filed 31 days later
Member
Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 9, 2025New
Disclosed 31 days after the trade. MSFT closed at $438.73 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 12, 2025
May 12, 2025
$449.26
+2.40%
+$192 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$472.75
+7.75%
+$620 gain
30 days afterJun 9, 2025
Jun 9, 2025
$472.75
+7.75%
+$620 gain
90 days afterAug 7, 2025
Aug 7, 2025
$520.84
+18.7%
+$1,497 gain
Latest closeOct 20, 2026
Oct 20, 2026
$531.87
+21.2%
+$1,699 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.
May 15, 2025Filed 25 days later
Member
Molina Healthcare Inc Common StockMOHStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. MOH closed at $313.97 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$325.34
+3.62%
+$290 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$297.00
−5.40%
−$432 loss
30 days afterJun 16, 2025
Jun 16, 2025
$290.25
−7.55%
−$604 loss
90 days afterAug 13, 2025
Aug 13, 2025
$161.21
−48.7%
−$3,893 loss
Latest closeOct 20, 2026
Oct 20, 2026
$219.72
−30.0%
−$2,402 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.
May 13, 2025Filed 27 days later
Member
Netflix, Inc. - Common StockNFLXStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified May 13, 2025New
Disclosed 27 days after the trade. NFLX closed at $11.38 on May 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 14, 2025
May 14, 2025
$11.51
+1.10%
$88 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$12.24
+7.56%
$605 gain missed
30 days afterJun 12, 2025
Jun 12, 2025
$12.15
+6.73%
$538 gain missed
90 days afterAug 11, 2025
Aug 11, 2025
$12.18
+7.02%
$561 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$68.69
+503.4%
$40,275 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.
May 15, 2025Filed 25 days later
Member
Northrop Grumman Corporation Common StockNOCStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. NOC closed at $469.05 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$473.17
+0.88%
$70 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$491.36
+4.76%
$381 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$497.52
+6.07%
$486 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$582.09
+24.1%
$1,928 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$534.00
+13.8%
$1,108 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.
May 15, 2025Filed 25 days later
Member
Nucor Corporation Common StockNUEStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. NUE closed at $115.46 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$116.16
+0.61%
$49 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$122.53
+6.12%
$490 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$121.67
+5.38%
$430 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$145.84
+26.3%
$2,105 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$261.50
+126.5%
$10,120 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.
May 12, 2025Filed 28 days later
Member
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 12, 2025New
Disclosed 28 days after the trade. NVDA closed at $123.00 on May 12, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 13, 2025
May 13, 2025
$129.93
+5.63%
+$451 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$142.63
+16.0%
+$1,277 gain
30 days afterJun 11, 2025
Jun 11, 2025
$142.83
+16.1%
+$1,290 gain
90 days afterAug 11, 2025
Aug 11, 2025
$182.06
+48.0%
+$3,842 gain
Latest closeOct 22, 2026
Oct 22, 2026
$212.21
+72.5%
+$5,803 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.
May 16, 2025Filed 24 days later
Member
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 16, 2025New
Disclosed 24 days after the trade. NVDA closed at $135.40 on May 16, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 19, 2025
May 19, 2025
$135.57
+0.13%
+$10 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$142.63
+5.34%
+$427 gain
30 days afterJun 16, 2025
Jun 16, 2025
$144.69
+6.86%
+$549 gain
90 days afterAug 14, 2025
Aug 14, 2025
$182.02
+34.4%
+$2,755 gain
Latest closeOct 22, 2026
Oct 22, 2026
$212.21
+56.7%
+$4,539 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.
May 13, 2025Filed 27 days later
Member
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 13, 2025New
Disclosed 27 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
May 14, 2025
$135.34
+4.16%
+$333 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$142.63
+9.77%
+$782 gain
30 days afterJun 12, 2025
Jun 12, 2025
$145.00
+11.6%
+$928 gain
90 days afterAug 11, 2025
Aug 11, 2025
$182.06
+40.1%
+$3,210 gain
Latest closeOct 22, 2026
Oct 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.
May 9, 2025Filed 31 days later
Member
Okta, Inc. - Class A Common StockOKTAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 9, 2025New
Disclosed 31 days after the trade. OKTA closed at $119.45 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 12, 2025
May 12, 2025
$124.17
+3.95%
+$316 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$101.20
−15.3%
−$1,222 loss
30 days afterJun 9, 2025
Jun 9, 2025
$101.20
−15.3%
−$1,222 loss
90 days afterAug 7, 2025
Aug 7, 2025
$93.58
−21.7%
−$1,733 loss
Latest closeOct 20, 2026
Oct 20, 2026
$194.02
+62.4%
+$4,995 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.
May 9, 2025Filed 31 days later
Member
Onto Innovation Inc. Common StockONTOStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Partial sale
$1,001 - $15,000
Notified May 9, 2025New
Disclosed 31 days after the trade. ONTO closed at $88.50 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 12, 2025
May 12, 2025
$93.49
+5.64%
$451 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$99.46
+12.4%
$991 gain missed
30 days afterJun 9, 2025
Jun 9, 2025
$99.46
+12.4%
$991 gain missed
90 days afterAug 7, 2025
Aug 7, 2025
$92.68
+4.72%
$378 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$219.62
+148.2%
$11,854 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.
May 12, 2025Filed 28 days later
Member
Onto Innovation Inc. Common StockONTOStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified May 12, 2025New
Disclosed 28 days after the trade. ONTO closed at $93.49 on May 12, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 13, 2025
May 13, 2025
$99.19
+6.10%
$488 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$99.46
+6.39%
$511 gain missed
30 days afterJun 11, 2025
Jun 11, 2025
$99.94
+6.90%
$552 gain missed
90 days afterAug 11, 2025
Aug 11, 2025
$104.66
+11.9%
$956 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$219.62
+134.9%
$10,794 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.
May 15, 2025Filed 25 days later
Member
PPG Industries, Inc. Common StockPPGStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. PPG closed at $113.06 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$114.08
+0.90%
$72 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$113.46
+0.35%
$28 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$109.04
−3.56%
$284 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$112.62
−0.39%
$31 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$108.61
−3.94%
$315 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.
May 15, 2025Filed 25 days later
Member
Regeneron Pharmaceuticals, Inc. - Common StockREGNStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. REGN closed at $584.99 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$594.32
+1.59%
+$128 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$517.60
−11.5%
−$922 loss
30 days afterJun 16, 2025
Jun 16, 2025
$522.68
−10.7%
−$852 loss
90 days afterAug 13, 2025
Aug 13, 2025
$561.55
−4.01%
−$321 loss
Latest closeOct 20, 2026
Oct 20, 2026
$807.48
+38.0%
+$3,043 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.
May 13, 2025Filed 27 days later
Member
Robinhood Markets, Inc. - Class A Common StockHOODStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 13, 2025New
Disclosed 27 days after the trade. HOOD closed at $62.57 on May 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 14, 2025
May 14, 2025
$61.39
−1.89%
−$151 loss
Day of disclosureJun 9, 2025
Jun 9, 2025
$73.40
+17.3%
+$1,385 gain
30 days afterJun 12, 2025
Jun 12, 2025
$73.84
+18.0%
+$1,441 gain
90 days afterAug 11, 2025
Aug 11, 2025
$113.62
+81.6%
+$6,528 gain
Latest closeOct 20, 2026
Oct 20, 2026
$98.21
+57.0%
+$4,557 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.
May 9, 2025Filed 31 days later
Member
Tempus AI, Inc. - Class A Common StockTEMStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 9, 2025New
Disclosed 31 days after the trade. TEM closed at $61.37 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 12, 2025
May 12, 2025
$62.69
+2.15%
+$172 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$66.94
+9.08%
+$726 gain
30 days afterJun 9, 2025
Jun 9, 2025
$66.94
+9.08%
+$726 gain
90 days afterAug 7, 2025
Aug 7, 2025
$58.74
−4.29%
−$343 loss
Latest closeOct 20, 2026
Oct 20, 2026
$66.75
+8.77%
+$701 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.
May 12, 2025Filed 28 days later
Member
Tesla, Inc. - Common StockTSLAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 12, 2025New
Disclosed 28 days after the trade. TSLA closed at $318.38 on May 12, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 13, 2025
May 13, 2025
$334.07
+4.93%
+$394 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$308.58
−3.08%
−$246 loss
30 days afterJun 11, 2025
Jun 11, 2025
$326.43
+2.53%
+$202 gain
90 days afterAug 11, 2025
Aug 11, 2025
$339.03
+6.49%
+$519 gain
Latest closeOct 20, 2026
Oct 20, 2026
$373.71
+17.4%
+$1,390 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.
May 16, 2025Filed 24 days later
Member
Tesla, Inc. - Common StockTSLAStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 16, 2025New
Disclosed 24 days after the trade. TSLA closed at $349.98 on May 16, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 19, 2025
May 19, 2025
$342.09
−2.25%
−$180 loss
Day of disclosureJun 9, 2025
Jun 9, 2025
$308.58
−11.8%
−$946 loss
30 days afterJun 16, 2025
Jun 16, 2025
$329.13
−5.96%
−$477 loss
90 days afterAug 14, 2025
Aug 14, 2025
$335.58
−4.11%
−$329 loss
Latest closeOct 20, 2026
Oct 20, 2026
$373.71
+6.78%
+$542 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.
May 12, 2025Filed 28 days later
Member
Texas Instruments Incorporated - Common StockTXNStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 12, 2025New
Disclosed 28 days after the trade. TXN closed at $187.28 on May 12, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 13, 2025
May 13, 2025
$188.20
+0.49%
+$39 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$199.21
+6.37%
+$510 gain
30 days afterJun 11, 2025
Jun 11, 2025
$199.69
+6.63%
+$530 gain
90 days afterAug 11, 2025
Aug 11, 2025
$183.71
−1.91%
−$153 loss
Latest closeOct 20, 2026
Oct 20, 2026
$277.78
+48.3%
+$3,866 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.
May 15, 2025Filed 25 days later
Member
The Cooper Companies, Inc.COOStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. COO closed at $81.45 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$82.92
+1.80%
$144 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$71.97
−11.6%
$931 loss avoided
30 days afterJun 16, 2025
Jun 16, 2025
$69.74
−14.4%
$1,150 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$74.27
−8.82%
$705 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$59.12
−27.4%
$2,194 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.
May 9, 2025Filed 31 days later
Member
The Trade Desk, Inc. - Class A Common StockTTDStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Purchase
$1,001 - $15,000
Notified May 9, 2025New
Disclosed 31 days after the trade. TTD closed at $71.04 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 12, 2025
May 12, 2025
$79.40
+11.8%
+$942 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$71.49
+0.63%
+$51 gain
30 days afterJun 9, 2025
Jun 9, 2025
$71.49
+0.63%
+$51 gain
90 days afterAug 7, 2025
Aug 7, 2025
$88.33
+24.3%
+$1,947 gain
Latest closeOct 20, 2026
Oct 20, 2026
$12.65
−82.2%
−$6,576 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.
May 15, 2025Filed 25 days later
Member
Valero Energy Corporation Common StockVLOStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. VLO closed at $135.37 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$135.74
+0.27%
+$22 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$128.26
−5.25%
−$420 loss
30 days afterJun 16, 2025
Jun 16, 2025
$137.76
+1.77%
+$141 gain
90 days afterAug 13, 2025
Aug 13, 2025
$136.15
+0.58%
+$46 gain
Latest closeOct 20, 2026
Oct 20, 2026
$433.42
+220.2%
+$17,616 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.
May 16, 2025Filed 24 days later
Member
Veeva Systems Inc. Class A Common StockVEEVStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account #2
Sale
$1,001 - $15,000
Notified May 16, 2025New
Disclosed 24 days after the trade. VEEV closed at $242.78 on May 16, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 19, 2025
May 19, 2025
$239.64
−1.29%
$103 loss avoided
Day of disclosureJun 9, 2025
Jun 9, 2025
$283.33
+16.7%
$1,336 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$284.58
+17.2%
$1,378 gain missed
90 days afterAug 14, 2025
Aug 14, 2025
$274.98
+13.3%
$1,061 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$318.67
+31.3%
$2,501 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.
May 15, 2025Filed 25 days later
Member
Waste Management, Inc. Common StockWMStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. WM closed at $228.02 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$229.87
+0.81%
$65 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$233.99
+2.62%
$209 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$234.66
+2.91%
$233 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$229.90
+0.82%
$66 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$231.73
+1.63%
$130 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.
May 15, 2025Filed 25 days later
Member
Waters Corporation Common StockWATStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Purchase
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. WAT closed at $351.60 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMay 16, 2025
May 16, 2025
$359.48
+2.24%
+$179 gain
Day of disclosureJun 9, 2025
Jun 9, 2025
$348.33
−0.93%
−$74 loss
30 days afterJun 16, 2025
Jun 16, 2025
$347.81
−1.08%
−$86 loss
90 days afterAug 13, 2025
Aug 13, 2025
$296.83
−15.6%
−$1,246 loss
Latest closeOct 20, 2026
Oct 20, 2026
$442.83
+25.9%
+$2,076 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.
May 15, 2025Filed 25 days later
Member
Westinghouse Air Brake Technologies Corporation Common StockWABStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. WAB closed at $204.24 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$205.69
+0.71%
$57 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$205.37
+0.55%
$44 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$203.50
−0.36%
$29 loss avoided
90 days afterAug 13, 2025
Aug 13, 2025
$194.40
−4.82%
$385 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$283.43
+38.8%
$3,102 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.
May 15, 2025Filed 25 days later
Member
Weyerhaeuser Company Common StockWYStocks (including ADRs) [ST]Held in: JP Morgan Brokerage Account
Sale
$1,001 - $15,000
Notified May 15, 2025New
Disclosed 25 days after the trade. WY closed at $26.47 on May 15, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 16, 2025
May 16, 2025
$26.72
+0.94%
$76 gain missed
Day of disclosureJun 9, 2025
Jun 9, 2025
$27.01
+2.04%
$163 gain missed
30 days afterJun 16, 2025
Jun 16, 2025
$26.70
+0.87%
$70 gain missed
90 days afterAug 13, 2025
Aug 13, 2025
$26.41
−0.23%
$18 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$19.34
−26.9%
$2,155 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.
