
Senator · WV · R
Current term Jan 3, 2021 – Jan 3, 2027 · In the Senate since Jan 6, 2015
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Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)
Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.
Reports filed since Jan 1, 2025 with the Senate Office of Public Records (eFD), last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
93 reported transactions in 20 electronically filed reports; latest filed Aug 4, 2026.
Periodic Transaction Report · filed Oct 5, 2025 · Senate eFD
View original filingMicrosoft CorpMSFT
Stock
Disclosed 17 days after the trade. MSFT closed at $508.45 on Sep 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeSep 19, 2025 | $517.93 | +1.86% | $606 gain missed | |
| Day of disclosureOct 6, 2025 | $528.57 | +3.96% | $1,286 gain missed | |
| 30 days afterOct 20, 2025 | $516.79 | +1.64% | $533 gain missed | |
| 90 days afterDec 17, 2025 | $476.12 | −6.36% | $2,067 loss avoided | |
| Latest closeOct 20, 2026 | $531.87 | +4.61% | $1,497 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.
Apple IncAAPL
Stock
Disclosed 17 days after the trade. AAPL closed at $237.88 on Sep 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeSep 19, 2025 | $245.50 | +3.20% | $1,041 gain missed | |
| Day of disclosureOct 6, 2025 | $256.69 | +7.91% | $2,570 gain missed | |
| 30 days afterOct 20, 2025 | $262.24 | +10.2% | $3,328 gain missed | |
| 90 days afterDec 17, 2025 | $271.84 | +14.3% | $4,640 gain missed | |
| Latest closeOct 20, 2026 | $339.50 | +42.7% | $13,884 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.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sep 18, 2025Filed 17 days later | Spouse | Microsoft CorpMSFTStock | Partial sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 17 days after the trade. MSFT closed at $508.45 on Sep 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Sep 18, 2025Filed 17 days later | Spouse | Apple IncAAPLStock | Partial sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 17 days after the trade. AAPL closed at $237.88 on Sep 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Periodic Transaction Report · filed Sep 3, 2025 · Senate eFD
View original filingBlackrock IncBLK
Stock
Disclosed 30 days after the trade. BLK closed at $1,116.06 on Aug 4, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 5, 2025 | $1,109.64 | −0.58% | $46 loss avoided | |
| Day of disclosureSep 3, 2025 | $1,099.49 | −1.48% | $119 loss avoided | |
| 30 days afterSep 3, 2025 | $1,099.49 | −1.48% | $119 loss avoided | |
| 90 days afterNov 3, 2025 | $1,068.83 | −4.23% | $339 loss avoided | |
| Latest closeOct 20, 2026 | $1,128.68 | +1.13% | $90 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.
Sherwin-Williams CompanySHW
Stock
Disclosed 33 days after the trade. SHW closed at $343.41 on Aug 1, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeAug 4, 2025 | $347.85 | +1.29% | +$103 gain | |
| Day of disclosureSep 3, 2025 | $363.03 | +5.71% | +$457 gain | |
| 30 days afterSep 2, 2025 | $360.92 | +5.10% | +$408 gain | |
| 90 days afterOct 30, 2025 | $347.90 | +1.31% | +$105 gain | |
| Latest closeOct 20, 2026 | $336.01 | −2.15% | −$172 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Aug 4, 2025 · Senate eFD
View original filingColgate-Palmolive CompanyCL
Stock
Disclosed 4 days after the trade. CL closed at $83.85 on Jul 31, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 1, 2025 | $83.51 | −0.41% | $32 loss avoided | |
| Day of disclosureAug 4, 2025 | $83.36 | −0.58% | $47 loss avoided | |
| 30 days afterSep 2, 2025 | $84.39 | +0.64% | $52 gain missed | |
| 90 days afterOct 29, 2025 | $75.73 | −9.68% | $775 loss avoided | |
| Latest closeOct 20, 2026 | $94.54 | +12.7% | $1,020 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 IndustriesPPG
Stock
Disclosed 4 days after the trade. PPG closed at $105.50 on Jul 31, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 1, 2025 | $104.44 | −1.00% | $80 loss avoided | |
| Day of disclosureAug 4, 2025 | $105.00 | −0.47% | $38 loss avoided | |
| 30 days afterSep 2, 2025 | $109.59 | +3.88% | $310 gain missed | |
| 90 days afterOct 29, 2025 | $99.13 | −6.04% | $483 loss avoided | |
| Latest closeOct 20, 2026 | $108.61 | +2.95% | $236 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Jul 4, 2025 · Senate eFD
View original filingUnitedhealth Group IncUNH
Stock
Disclosed 11 days after the trade. UNH closed at $300.68 on Jun 23, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 24, 2025 | $305.62 | +1.64% | $131 gain missed | |
| Day of disclosureJul 7, 2025 | $303.71 | +1.01% | $81 gain missed | |
| 30 days afterJul 23, 2025 | $292.51 | −2.72% | $217 loss avoided | |
| 90 days afterSep 22, 2025 | $341.30 | +13.5% | $1,081 gain missed | |
| Latest closeOct 20, 2026 | $419.26 | +39.4% | $3,155 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.
Analog DevicesADI
Stock
Disclosed 16 days after the trade. ADI closed at $229.65 on Jun 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 20, 2025 | $228.35 | −0.57% | $45 loss avoided | |
| Day of disclosureJul 7, 2025 | $241.81 | +5.30% | $424 gain missed | |
| 30 days afterJul 18, 2025 | $241.85 | +5.31% | $425 gain missed | |
| 90 days afterSep 16, 2025 | $244.10 | +6.29% | $503 gain missed | |
| Latest closeOct 20, 2026 | $397.05 | +72.9% | $5,832 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Jun 13, 2025 · Senate eFD
View original filingAlphabet Cl AGOOGL
Stock
Disclosed 36 days after the trade. GOOGL closed at $154.28 on May 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMay 9, 2025 | $152.75 | −0.99% | −$79 loss | |
| Day of disclosureJun 13, 2025 | $174.67 | +13.2% | +$1,057 gain | |
| 30 days afterJun 9, 2025 | $176.09 | +14.1% | +$1,131 gain | |
| 90 days afterAug 6, 2025 | $196.09 | +27.1% | +$2,168 gain | |
| Latest closeOct 20, 2026 | $340.28 | +120.6% | +$9,646 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 8, 2025Filed 36 days later | Spouse | Alphabet Cl AGOOGLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 36 days after the trade. GOOGL closed at $154.28 on May 8, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Periodic Transaction Report · filed May 7, 2025 · Senate eFD
View original filingAlphabet Cl AGOOGL
Stock
Disclosed 8 days after the trade. GOOGL closed at $160.16 on Apr 29, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 30, 2025 | $158.80 | −0.85% | −$68 loss | |
| Day of disclosureMay 7, 2025 | $151.38 | −5.48% | −$439 loss | |
| 30 days afterMay 29, 2025 | $171.86 | +7.31% | +$584 gain | |
| 90 days afterJul 28, 2025 | $192.58 | +20.2% | +$1,620 gain | |
| Latest closeOct 20, 2026 | $340.28 | +112.5% | +$8,998 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.
Target CorpTGT
Stock
Disclosed 26 days after the trade. TGT closed at $92.78 on Apr 11, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 14, 2025 | $94.65 | +2.02% | $161 gain missed | |
| Day of disclosureMay 7, 2025 | $95.49 | +2.92% | $234 gain missed | |
| 30 days afterMay 12, 2025 | $101.08 | +8.95% | $716 gain missed | |
| 90 days afterJul 10, 2025 | $104.74 | +12.9% | $1,031 gain missed | |
| Latest closeOct 20, 2026 | $154.00 | +66.0% | $5,279 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Apr 10, 2025 · Senate eFD
View original filingMeta Platforms IncMETA
Stock
Disclosed 15 days after the trade. META closed at $610.98 on Mar 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMar 27, 2025 | $602.58 | −1.37% | −$110 loss | |
| Day of disclosureApr 10, 2025 | $546.29 | −10.6% | −$847 loss | |
| 30 days afterApr 25, 2025 | $547.27 | −10.4% | −$834 loss | |
| 90 days afterJun 24, 2025 | $712.20 | +16.6% | +$1,326 gain | |
| Latest closeOct 20, 2026 | $694.25 | +13.6% | +$1,090 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.
Constellation Energy CorpCEG
Stock
Disclosed 15 days after the trade. CEG closed at $216.97 on Mar 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMar 27, 2025 | $209.20 | −3.58% | −$287 loss | |
| Day of disclosureApr 10, 2025 | $204.49 | −5.75% | −$460 loss | |
| 30 days afterApr 25, 2025 | $222.99 | +2.77% | +$222 gain | |
| 90 days afterJun 24, 2025 | $320.66 | +47.8% | +$3,824 gain | |
| Latest closeOct 20, 2026 | $258.84 | +19.3% | +$1,544 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Mar 6, 2025 · Senate eFD
View original filingMeta Platforms Inc
Stock
No ticker reported
Comcast Corp ACMCSA
Stock
Disclosed 10 days after the trade. CMCSA closed at $34.02 on Feb 24, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 25, 2025 | $33.60 | −1.24% | $99 loss avoided | |
| Day of disclosureMar 6, 2025 | $33.99 | −0.08% | $7 loss avoided | |
| 30 days afterMar 26, 2025 | $35.02 | +2.95% | $236 gain missed | |
| 90 days afterMay 27, 2025 | $30.70 | −9.76% | $781 loss avoided | |
| Latest closeOct 20, 2026 | $22.36 | −34.3% | $2,742 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.
Accenture PlcACN
Stock
Periodic Transaction Report · filed Feb 13, 2025 · Senate eFD
View original filingAnalog Devices
Stock
No ticker reported
Phillips 66PSX
Stock
Disclosed 27 days after the trade. PSX closed at $120.53 on Jan 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 21, 2025 | $120.49 | −0.03% | $3 loss avoided | |
| Day of disclosureFeb 13, 2025 | $125.54 | +4.16% | $333 gain missed | |
| 30 days afterFeb 18, 2025 | $130.28 | +8.09% | $647 gain missed | |
| 90 days afterApr 17, 2025 | $99.10 | −17.8% | $1,423 loss avoided | |
| Latest closeOct 20, 2026 | $291.03 | +141.5% | $11,318 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
JP Morgan Chase & CompanyJPM
Stock
Periodic Transaction Report · filed Jan 6, 2025 · Senate eFD
View original filingGE AerospaceGE
Stock
Disclosed 10 days after the trade. GE closed at $170.08 on Dec 27, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeDec 30, 2024 | $168.10 | −1.16% | −$93 loss | |
| Day of disclosureJan 6, 2025 | $172.45 | +1.39% | +$111 gain | |
| 30 days afterJan 27, 2025 | $194.46 | +14.3% | +$1,147 gain | |
| 90 days afterMar 27, 2025 | $205.88 | +21.0% | +$1,684 gain | |
| Latest closeOct 20, 2026 | $299.87 | +76.3% | +$6,106 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.
Unitedhealth Group IncUNH
Stock
Disclosed 17 days after the trade. UNH closed at $500.13 on Dec 20, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeDec 23, 2024 | $506.34 | +1.24% | $99 gain missed | |
| Day of disclosureJan 6, 2025 | $513.67 | +2.71% | $217 gain missed | |
| 30 days afterJan 21, 2025 | $524.99 | +4.97% | $398 gain missed | |
| 90 days afterMar 20, 2025 | $511.30 | +2.23% | $179 gain missed | |
| Latest closeOct 20, 2026 | $419.26 | −16.2% | $1,294 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.
Prologis IncPLD
Stock
Disclosed 33 days after the trade. PLD closed at $104.91 on Aug 1, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeAug 4, 2025 | $105.21 | +0.29% | +$23 gain | |
| Day of disclosureSep 3, 2025 | $110.95 | +5.76% | +$461 gain | |
| 30 days afterSep 2, 2025 | $111.30 | +6.09% | +$487 gain | |
| 90 days afterOct 30, 2025 | $124.23 | +18.4% | +$1,473 gain | |
| Latest closeOct 20, 2026 | $127.47 | +21.5% | +$1,721 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 4, 2025Filed 30 days later | Spouse | Blackrock IncBLKStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. BLK closed at $1,116.06 on Aug 4, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Aug 1, 2025Filed 33 days later | Spouse | Sherwin-Williams CompanySHWStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 33 days after the trade. SHW closed at $343.41 on Aug 1, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Aug 1, 2025Filed 33 days later | Spouse | Prologis IncPLDStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 33 days after the trade. PLD closed at $104.91 on Aug 1, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
General Dynamics CorpGD
Stock
Disclosed 4 days after the trade. GD closed at $311.61 on Jul 31, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 1, 2025 | $310.74 | −0.28% | $22 loss avoided | |
| Day of disclosureAug 4, 2025 | $312.78 | +0.38% | $30 gain missed | |
| 30 days afterSep 2, 2025 | $324.39 | +4.10% | $328 gain missed | |
| 90 days afterOct 29, 2025 | $343.48 | +10.2% | $818 gain missed | |
| Latest closeOct 20, 2026 | $344.44 | +10.5% | $843 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 IndustriesPPG
Stock
Disclosed 5 days after the trade. PPG closed at $106.25 on Jul 30, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 31, 2025 | $105.50 | −0.71% | $56 loss avoided | |
| Day of disclosureAug 4, 2025 | $105.00 | −1.18% | $94 loss avoided | |
| 30 days afterAug 29, 2025 | $111.23 | +4.69% | $375 gain missed | |
| 90 days afterOct 28, 2025 | $105.31 | −0.88% | $71 loss avoided | |
| Latest closeOct 20, 2026 | $108.61 | +2.22% | $178 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.
Meta Platforms IncMETA
Stock
Disclosed 6 days after the trade. META closed at $700.00 on Jul 29, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJul 30, 2025 | $695.21 | −0.68% | −$55 loss | |
| Day of disclosureAug 4, 2025 | $776.37 | +10.9% | +$873 gain | |
| 30 days afterAug 28, 2025 | $751.11 | +7.30% | +$584 gain | |
| 90 days afterOct 27, 2025 | $750.82 | +7.26% | +$581 gain | |
| Latest closeOct 20, 2026 | $694.25 | −0.82% | −$66 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.
Alphabet Cl AGOOGL
Stock
Disclosed 6 days after the trade. GOOGL closed at $195.75 on Jul 29, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJul 30, 2025 | $196.53 | +0.40% | +$32 gain | |
| Day of disclosureAug 4, 2025 | $195.04 | −0.36% | −$29 loss | |
| 30 days afterAug 28, 2025 | $211.64 | +8.12% | +$649 gain | |
| 90 days afterOct 27, 2025 | $269.27 | +37.6% | +$3,005 gain | |
| Latest closeOct 20, 2026 | $340.28 | +73.8% | +$5,907 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Broadcom LtdAVGO
Stock
Disclosed 17 days after the trade. AVGO closed at $283.34 on Jul 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 21, 2025 | $288.21 | +1.72% | $138 gain missed | |
| Day of disclosureAug 4, 2025 | $297.72 | +5.08% | $406 gain missed | |
| 30 days afterAug 18, 2025 | $305.76 | +7.91% | $633 gain missed | |
| 90 days afterOct 16, 2025 | $354.15 | +25.0% | $2,000 gain missed | |
| Latest closeOct 20, 2026 | $334.37 | +18.0% | $1,441 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
JP Morgan Chase & CompanyJPM
Stock
Disclosed 17 days after the trade. JPM closed at $291.27 on Jul 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 21, 2025 | $290.97 | −0.10% | $8 loss avoided | |
| Day of disclosureAug 4, 2025 | $294.26 | +1.03% | $82 gain missed | |
| 30 days afterAug 18, 2025 | $291.53 | +0.09% | $7 gain missed | |
| 90 days afterOct 16, 2025 | $298.54 | +2.50% | $200 gain missed | |
| Latest closeOct 20, 2026 | $335.26 | +15.1% | $1,208 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.
Microsoft CorpMSFT
Stock
Disclosed 17 days after the trade. MSFT closed at $510.05 on Jul 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 21, 2025 | $510.06 | +0.00% | $0 gain missed | |
| Day of disclosureAug 4, 2025 | $535.64 | +5.02% | $401 gain missed | |
| 30 days afterAug 18, 2025 | $517.10 | +1.38% | $111 gain missed | |
| 90 days afterOct 16, 2025 | $511.61 | +0.31% | $24 gain missed | |
| Latest closeOct 20, 2026 | $531.87 | +4.28% | $342 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.
Apple IncAAPL
Stock
Disclosed 17 days after the trade. AAPL closed at $211.18 on Jul 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 21, 2025 | $212.48 | +0.62% | $49 gain missed | |
| Day of disclosureAug 4, 2025 | $203.35 | −3.71% | $297 loss avoided | |
| 30 days afterAug 18, 2025 | $230.89 | +9.33% | $747 gain missed | |
| 90 days afterOct 16, 2025 | $247.45 | +17.2% | $1,374 gain missed | |
| Latest closeOct 20, 2026 | $339.50 | +60.8% | $4,862 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.
Aflac IncAFL
Stock
Disclosed 17 days after the trade. AFL closed at $101.83 on Jul 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 21, 2025 | $101.12 | −0.70% | $56 loss avoided | |
| Day of disclosureAug 4, 2025 | $98.56 | −3.21% | $257 loss avoided | |
| 30 days afterAug 18, 2025 | $105.76 | +3.86% | $309 gain missed | |
| 90 days afterOct 16, 2025 | $106.73 | +4.81% | $385 gain missed | |
| Latest closeOct 20, 2026 | $120.27 | +18.1% | $1,449 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 LtdCB
Stock
Disclosed 18 days after the trade. CB closed at $275.46 on Jul 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 18, 2025 | $274.13 | −0.48% | $39 loss avoided | |
| Day of disclosureAug 4, 2025 | $267.74 | −2.80% | $224 loss avoided | |
| 30 days afterAug 18, 2025 | $272.92 | −0.92% | $74 loss avoided | |
| 90 days afterOct 15, 2025 | $278.31 | +1.03% | $83 gain missed | |
| Latest closeOct 20, 2026 | $357.75 | +29.9% | $2,390 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.
American Express CompanyAXP
Stock
Disclosed 34 days after the trade. AXP closed at $322.53 on Jul 1, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeJul 2, 2025 | $325.61 | +0.95% | +$310 gain | |
| Day of disclosureAug 4, 2025 | $298.59 | −7.42% | −$2,412 loss | |
| 30 days afterJul 31, 2025 | $299.31 | −7.20% | −$2,340 loss | |
| 90 days afterSep 29, 2025 | $342.31 | +6.13% | +$1,993 gain | |
| Latest closeOct 20, 2026 | $318.34 | −1.30% | −$422 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 31, 2025Filed 4 days later | Spouse | Colgate-Palmolive CompanyCLStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 4 days after the trade. CL closed at $83.85 on Jul 31, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 31, 2025Filed 4 days later | Spouse | PPG IndustriesPPGStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 4 days after the trade. PPG closed at $105.50 on Jul 31, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 31, 2025Filed 4 days later | Spouse | General Dynamics CorpGDStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 4 days after the trade. GD closed at $311.61 on Jul 31, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 30, 2025Filed 5 days later | Spouse | PPG IndustriesPPGStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 5 days after the trade. PPG closed at $106.25 on Jul 30, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 29, 2025Filed 6 days later | Spouse | Meta Platforms IncMETAStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 6 days after the trade. META closed at $700.00 on Jul 29, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 29, 2025Filed 6 days later | Spouse | Alphabet Cl AGOOGLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 6 days after the trade. GOOGL closed at $195.75 on Jul 29, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 18, 2025Filed 17 days later | Spouse | Broadcom LtdAVGOStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 17 days after the trade. AVGO closed at $283.34 on Jul 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 18, 2025Filed 17 days later | Spouse | JP Morgan Chase & CompanyJPMStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 17 days after the trade. JPM closed at $291.27 on Jul 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 18, 2025Filed 17 days later | Spouse | Microsoft CorpMSFTStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 17 days after the trade. MSFT closed at $510.05 on Jul 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 18, 2025Filed 17 days later | Spouse | Apple IncAAPLStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 17 days after the trade. AAPL closed at $211.18 on Jul 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 18, 2025Filed 17 days later | Spouse | Aflac IncAFLStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 17 days after the trade. AFL closed at $101.83 on Jul 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 17, 2025Filed 18 days later | Spouse | Chubb LtdCBStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 18 days after the trade. CB closed at $275.46 on Jul 17, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jul 1, 2025Filed 34 days later | Spouse | American Express CompanyAXPStock | Purchase | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 34 days after the trade. AXP closed at $322.53 on Jul 1, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Wells Fargo & CompanyWFC
Stock
Disclosed 16 days after the trade. WFC closed at $74.74 on Jun 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 20, 2025 | $75.40 | +0.88% | $71 gain missed | |
| Day of disclosureJul 7, 2025 | $82.34 | +10.2% | $814 gain missed | |
| 30 days afterJul 18, 2025 | $80.64 | +7.89% | $632 gain missed | |
| 90 days afterSep 16, 2025 | $81.39 | +8.90% | $712 gain missed | |
| Latest closeOct 20, 2026 | $82.20 | +9.98% | $799 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.
Microsoft CorpMSFT
Stock
Disclosed 16 days after the trade. MSFT closed at $480.24 on Jun 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 20, 2025 | $477.40 | −0.59% | $47 loss avoided | |
| Day of disclosureJul 7, 2025 | $497.72 | +3.64% | $291 gain missed | |
| 30 days afterJul 18, 2025 | $510.05 | +6.21% | $497 gain missed | |
| 90 days afterSep 16, 2025 | $509.04 | +6.00% | $480 gain missed | |
| Latest closeOct 20, 2026 | $531.87 | +10.8% | $860 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.
Exxon Mobil CorpXOM
Stock
Disclosed 16 days after the trade. XOM closed at $113.19 on Jun 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 20, 2025 | $114.70 | +1.33% | $107 gain missed | |
| Day of disclosureJul 7, 2025 | $111.11 | −1.84% | $147 loss avoided | |
| 30 days afterJul 18, 2025 | $107.77 | −4.79% | $383 loss avoided | |
| 90 days afterSep 16, 2025 | $114.68 | +1.32% | $105 gain missed | |
| Latest closeOct 20, 2026 | $177.86 | +57.1% | $4,571 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.
Citigroup IncC
Stock
Disclosed 16 days after the trade. C closed at $78.35 on Jun 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 20, 2025 | $78.45 | +0.13% | $10 gain missed | |
| Day of disclosureJul 7, 2025 | $87.60 | +11.8% | $945 gain missed | |
| 30 days afterJul 18, 2025 | $93.45 | +19.3% | $1,542 gain missed | |
| 90 days afterSep 16, 2025 | $100.64 | +28.4% | $2,276 gain missed | |
| Latest closeOct 20, 2026 | $122.51 | +56.4% | $4,510 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 23, 2025Filed 11 days later | Spouse | Unitedhealth Group IncUNHStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. UNH closed at $300.68 on Jun 23, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jun 18, 2025Filed 16 days later | Spouse | Analog DevicesADIStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 16 days after the trade. ADI closed at $229.65 on Jun 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jun 18, 2025Filed 16 days later | Spouse | Wells Fargo & CompanyWFCStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 16 days after the trade. WFC closed at $74.74 on Jun 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jun 18, 2025Filed 16 days later | Spouse | Microsoft CorpMSFTStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 16 days after the trade. MSFT closed at $480.24 on Jun 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jun 18, 2025Filed 16 days later | Spouse | Exxon Mobil CorpXOMStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 16 days after the trade. XOM closed at $113.19 on Jun 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jun 18, 2025Filed 16 days later | Spouse | Citigroup IncCStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 16 days after the trade. C closed at $78.35 on Jun 18, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Nike IncNKE
Stock
Disclosed 27 days after the trade. NKE closed at $54.40 on Apr 10, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 11, 2025 | $54.39 | −0.02% | $1 loss avoided | |
| Day of disclosureMay 7, 2025 | $58.62 | +7.76% | $621 gain missed | |
| 30 days afterMay 12, 2025 | $62.58 | +15.0% | $1,203 gain missed | |
| 90 days afterJul 9, 2025 | $73.56 | +35.2% | $2,818 gain missed | |
| Latest closeOct 20, 2026 | $37.88 | −30.4% | $2,430 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) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 29, 2025Filed 8 days later | Spouse | Alphabet Cl AGOOGLStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. GOOGL closed at $160.16 on Apr 29, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 11, 2025Filed 26 days later | Spouse | Target CorpTGTStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 26 days after the trade. TGT closed at $92.78 on Apr 11, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Apr 10, 2025Filed 27 days later | Spouse | Nike IncNKEStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 27 days after the trade. NKE closed at $54.40 on Apr 10, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 26, 2025Filed 15 days later | Spouse | Meta Platforms IncMETAStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 15 days after the trade. META closed at $610.98 on Mar 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Mar 26, 2025Filed 15 days later | Spouse | Constellation Energy CorpCEGStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 15 days after the trade. CEG closed at $216.97 on Mar 26, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Disclosed 10 days after the trade. ACN closed at $363.91 on Feb 24, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 25, 2025 | $362.95 | −0.26% | $21 loss avoided | |
| Day of disclosureMar 6, 2025 | $341.84 | −6.06% | $485 loss avoided | |
| 30 days afterMar 26, 2025 | $311.16 | −14.5% | $1,160 loss avoided | |
| 90 days afterMay 27, 2025 | $315.43 | −13.3% | $1,066 loss avoided | |
| Latest closeOct 20, 2026 | $239.12 | −34.3% | $2,744 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.
Abbott LaboratoriesABT
Stock
Disclosed 10 days after the trade. ABT closed at $134.95 on Feb 24, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 25, 2025 | $135.82 | +0.64% | $52 gain missed | |
| Day of disclosureMar 6, 2025 | $135.08 | +0.10% | $8 gain missed | |
| 30 days afterMar 26, 2025 | $126.61 | −6.18% | $494 loss avoided | |
| 90 days afterMay 27, 2025 | $132.94 | −1.49% | $119 loss avoided | |
| Latest closeOct 20, 2026 | $102.45 | −24.1% | $1,927 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.
Apple IncAAPL
Stock
Disclosed 29 days after the trade. AAPL closed at $232.47 on Feb 5, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 6, 2025 | $233.22 | +0.32% | $26 gain missed | |
| Day of disclosureMar 6, 2025 | $235.33 | +1.23% | $98 gain missed | |
| 30 days afterMar 7, 2025 | $239.07 | +2.84% | $227 gain missed | |
| 90 days afterMay 6, 2025 | $198.51 | −14.6% | $1,169 loss avoided | |
| Latest closeOct 20, 2026 | $339.50 | +46.0% | $3,684 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.
Constellation Energy CorpCEG
Stock
Disclosed 30 days after the trade. CEG closed at $306.33 on Feb 4, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 5, 2025 | $313.83 | +2.45% | +$196 gain | |
| Day of disclosureMar 6, 2025 | $207.69 | −32.2% | −$2,576 loss | |
| 30 days afterMar 6, 2025 | $207.69 | −32.2% | −$2,576 loss | |
| 90 days afterMay 5, 2025 | $248.27 | −19.0% | −$1,516 loss | |
| Latest closeOct 20, 2026 | $258.84 | −15.5% | −$1,240 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft CorpMSFT
Stock
Disclosed 30 days after the trade. MSFT closed at $412.37 on Feb 4, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 5, 2025 | $413.29 | +0.22% | $18 gain missed | |
| Day of disclosureMar 6, 2025 | $396.89 | −3.75% | $300 loss avoided | |
| 30 days afterMar 6, 2025 | $396.89 | −3.75% | $300 loss avoided | |
| 90 days afterMay 5, 2025 | $436.17 | +5.77% | $462 gain missed | |
| Latest closeOct 20, 2026 | $531.87 | +29.0% | $2,319 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 25, 2025Filed 9 days later | Spouse | Meta Platforms IncStock | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 24, 2025Filed 10 days later | Spouse | Comcast Corp ACMCSAStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 10 days after the trade. CMCSA closed at $34.02 on Feb 24, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 24, 2025Filed 10 days later | Spouse | Accenture PlcACNStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 10 days after the trade. ACN closed at $363.91 on Feb 24, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 24, 2025Filed 10 days later | Spouse | Abbott LaboratoriesABTStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 10 days after the trade. ABT closed at $134.95 on Feb 24, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 5, 2025Filed 29 days later | Spouse | Apple IncAAPLStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. AAPL closed at $232.47 on Feb 5, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 4, 2025Filed 30 days later | Spouse | Constellation Energy CorpCEGStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. CEG closed at $306.33 on Feb 4, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 4, 2025Filed 30 days later | Spouse | Microsoft CorpMSFTStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. MSFT closed at $412.37 on Feb 4, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Disclosed 27 days after the trade. JPM closed at $259.16 on Jan 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 21, 2025 | $263.03 | +1.49% | $119 gain missed | |
| Day of disclosureFeb 13, 2025 | $276.32 | +6.62% | $530 gain missed | |
| 30 days afterFeb 18, 2025 | $279.95 | +8.02% | $642 gain missed | |
| 90 days afterApr 17, 2025 | $231.96 | −10.5% | $840 loss avoided | |
| Latest closeOct 20, 2026 | $335.26 | +29.4% | $2,349 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.
Microsoft CorpMSFT
Stock
Disclosed 27 days after the trade. MSFT closed at $429.03 on Jan 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 21, 2025 | $428.50 | −0.12% | $10 loss avoided | |
| Day of disclosureFeb 13, 2025 | $410.54 | −4.31% | $345 loss avoided | |
| 30 days afterFeb 18, 2025 | $409.64 | −4.52% | $362 loss avoided | |
| 90 days afterApr 17, 2025 | $367.78 | −14.3% | $1,142 loss avoided | |
| Latest closeOct 20, 2026 | $531.87 | +24.0% | $1,918 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Lowe's CompaniesLOW
Stock
Disclosed 27 days after the trade. LOW closed at $261.06 on Jan 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 21, 2025 | $264.35 | +1.26% | $101 gain missed | |
| Day of disclosureFeb 13, 2025 | $252.66 | −3.22% | $257 loss avoided | |
| 30 days afterFeb 18, 2025 | $250.71 | −3.96% | $317 loss avoided | |
| 90 days afterApr 17, 2025 | $219.00 | −16.1% | $1,289 loss avoided | |
| Latest closeOct 20, 2026 | $198.53 | −24.0% | $1,916 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.
Illinois Tool Works IncITW
Stock
Disclosed 27 days after the trade. ITW closed at $256.38 on Jan 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 21, 2025 | $261.39 | +1.95% | $156 gain missed | |
| Day of disclosureFeb 13, 2025 | $260.09 | +1.45% | $116 gain missed | |
| 30 days afterFeb 18, 2025 | $262.25 | +2.29% | $183 gain missed | |
| 90 days afterApr 17, 2025 | $230.84 | −9.96% | $797 loss avoided | |
| Latest closeOct 20, 2026 | $274.97 | +7.25% | $580 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.
W.W. GraingerGWW
Stock
Disclosed 27 days after the trade. GWW closed at $1,113.60 on Jan 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 21, 2025 | $1,121.51 | +0.71% | $57 gain missed | |
| Day of disclosureFeb 13, 2025 | $1,027.83 | −7.70% | $616 loss avoided | |
| 30 days afterFeb 18, 2025 | $1,022.64 | −8.17% | $654 loss avoided | |
| 90 days afterApr 17, 2025 | $1,002.69 | −9.96% | $797 loss avoided | |
| Latest closeOct 20, 2026 | $1,335.96 | +20.0% | $1,598 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 LtdCB
Stock
Disclosed 27 days after the trade. CB closed at $269.48 on Jan 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 21, 2025 | $268.86 | −0.23% | $18 loss avoided | |
| Day of disclosureFeb 13, 2025 | $267.74 | −0.65% | $52 loss avoided | |
| 30 days afterFeb 18, 2025 | $266.61 | −1.07% | $85 loss avoided | |
| 90 days afterApr 17, 2025 | $285.59 | +5.98% | $478 gain missed | |
| Latest closeOct 20, 2026 | $357.75 | +32.8% | $2,621 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.
Blackrock IncBLK
Stock
Disclosed 27 days after the trade. BLK closed at $1,004.96 on Jan 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 21, 2025 | $1,012.09 | +0.71% | $57 gain missed | |
| Day of disclosureFeb 13, 2025 | $980.30 | −2.45% | $196 loss avoided | |
| 30 days afterFeb 18, 2025 | $977.86 | −2.70% | $216 loss avoided | |
| 90 days afterApr 17, 2025 | $875.78 | −12.9% | $1,028 loss avoided | |
| Latest closeOct 20, 2026 | $1,128.68 | +12.3% | $985 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.
Apple IncAAPL
Stock
Disclosed 27 days after the trade. AAPL closed at $229.98 on Jan 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 21, 2025 | $222.64 | −3.19% | $255 loss avoided | |
| Day of disclosureFeb 13, 2025 | $241.53 | +5.02% | $402 gain missed | |
| 30 days afterFeb 18, 2025 | $244.47 | +6.30% | $504 gain missed | |
| 90 days afterApr 17, 2025 | $196.98 | −14.3% | $1,148 loss avoided | |
| Latest closeOct 20, 2026 | $339.50 | +47.6% | $3,810 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.
Aflac IncAFL
Stock
Disclosed 27 days after the trade. AFL closed at $106.49 on Jan 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 21, 2025 | $106.39 | −0.09% | $8 loss avoided | |
| Day of disclosureFeb 13, 2025 | $104.08 | −2.26% | $181 loss avoided | |
| 30 days afterFeb 18, 2025 | $104.26 | −2.09% | $168 loss avoided | |
| 90 days afterApr 17, 2025 | $107.44 | +0.89% | $71 gain missed | |
| Latest closeOct 20, 2026 | $120.27 | +12.9% | $1,035 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.
Microsoft CorpMSFT
Stock
Disclosed 41 days after the trade. MSFT closed at $423.35 on Jan 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 6, 2025 | $427.85 | +1.06% | $85 gain missed | |
| Day of disclosureFeb 13, 2025 | $410.54 | −3.03% | $242 loss avoided | |
| 30 days afterFeb 3, 2025 | $410.92 | −2.94% | $235 loss avoided | |
| 90 days afterApr 3, 2025 | $373.11 | −11.9% | $949 loss avoided | |
| Latest closeOct 20, 2026 | $531.87 | +25.6% | $2,051 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan 13, 2025Filed 31 days later | Spouse | Analog DevicesStock | Partial sale | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 17, 2025Filed 27 days later | Spouse | Phillips 66PSXStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 27 days after the trade. PSX closed at $120.53 on Jan 17, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 17, 2025Filed 27 days later | Spouse | JP Morgan Chase & CompanyJPMStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 27 days after the trade. JPM closed at $259.16 on Jan 17, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 17, 2025Filed 27 days later | Spouse | Microsoft CorpMSFTStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 27 days after the trade. MSFT closed at $429.03 on Jan 17, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 17, 2025Filed 27 days later | Spouse | Lowe's CompaniesLOWStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 27 days after the trade. LOW closed at $261.06 on Jan 17, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 17, 2025Filed 27 days later | Spouse | Illinois Tool Works IncITWStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 27 days after the trade. ITW closed at $256.38 on Jan 17, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 17, 2025Filed 27 days later | Spouse | W.W. GraingerGWWStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 27 days after the trade. GWW closed at $1,113.60 on Jan 17, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 17, 2025Filed 27 days later | Spouse | Chubb LtdCBStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 27 days after the trade. CB closed at $269.48 on Jan 17, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 17, 2025Filed 27 days later | Spouse | Blackrock IncBLKStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 27 days after the trade. BLK closed at $1,004.96 on Jan 17, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 17, 2025Filed 27 days later | Spouse | Apple IncAAPLStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 27 days after the trade. AAPL closed at $229.98 on Jan 17, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 17, 2025Filed 27 days later | Spouse | Aflac IncAFLStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 27 days after the trade. AFL closed at $106.49 on Jan 17, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 3, 2025Filed 41 days later | Spouse | Microsoft CorpMSFTStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 41 days after the trade. MSFT closed at $423.35 on Jan 3, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Lowe's CompaniesLOW
Stock
Disclosed 24 days after the trade. LOW closed at $262.39 on Dec 13, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeDec 16, 2024 | $260.10 | −0.87% | $70 loss avoided | |
| Day of disclosureJan 6, 2025 | $249.74 | −4.82% | $386 loss avoided | |
| 30 days afterJan 13, 2025 | $248.66 | −5.23% | $419 loss avoided | |
| 90 days afterMar 13, 2025 | $222.66 | −15.1% | $1,211 loss avoided | |
| Latest closeOct 20, 2026 | $198.53 | −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.
Broadcom Inc. - Common StockAVGO
Stock
Disclosed 25 days after the trade. AVGO closed at $180.66 on Dec 12, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeDec 13, 2024 | $224.80 | +24.4% | +$1,955 gain | |
| Day of disclosureJan 6, 2025 | $236.41 | +30.9% | +$2,469 gain | |
| 30 days afterJan 13, 2025 | $225.29 | +24.7% | +$1,977 gain | |
| 90 days afterMar 12, 2025 | $194.23 | +7.51% | +$601 gain | |
| Latest closeOct 20, 2026 | $334.37 | +85.1% | +$6,807 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft CorpMSFT
Stock
Disclosed 21 days after the trade. MSFT closed at $451.59 on Dec 16, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeDec 17, 2024 | $454.46 | +0.64% | $51 gain missed | |
| Day of disclosureJan 6, 2025 | $427.85 | −5.26% | $421 loss avoided | |
| 30 days afterJan 15, 2025 | $426.31 | −5.60% | $448 loss avoided | |
| 90 days afterMar 17, 2025 | $388.70 | −13.9% | $1,114 loss avoided | |
| Latest closeOct 20, 2026 | $531.87 | +17.8% | $1,422 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dec 27, 2024Filed 10 days later | Spouse | GE AerospaceGEStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 10 days after the trade. GE closed at $170.08 on Dec 27, 2024; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Dec 20, 2024Filed 17 days later | Spouse | Unitedhealth Group IncUNHStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 17 days after the trade. UNH closed at $500.13 on Dec 20, 2024; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Dec 13, 2024Filed 24 days later | Spouse | Lowe's CompaniesLOWStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 24 days after the trade. LOW closed at $262.39 on Dec 13, 2024; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Dec 12, 2024Filed 25 days later | Spouse | Broadcom Inc. - Common StockAVGOStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. AVGO closed at $180.66 on Dec 12, 2024; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Dec 16, 2024Filed 21 days later | Spouse | Microsoft CorpMSFTStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. MSFT closed at $451.59 on Dec 16, 2024; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||