
Representative · PA-3 · D
Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Nov 14, 2016
Official websiteBiographical Directory
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 House Clerk, 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.
31 reported transactions in 7 electronically filed reports; latest filed Jun 24, 2026.
Periodic Transaction Report · filed Jun 24, 2026 · House Clerk
View original filingGeneral Dynamics Corporation Common StockGD
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. GD closed at $358.86 on Jun 11, 2026 (the first session on or after the trade date); changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 11, 2026 | $358.86 | 0.00% | $0 | |
| Day of disclosureJun 24, 2026 | $344.32 | −4.05% | $324 loss avoided | |
| 30 days afterJul 10, 2026 | $375.06 | +4.51% | $361 gain missed | |
| 90 days afterSep 8, 2026 | $356.58 | −0.64% | $51 loss avoided | |
| Latest closeOct 20, 2026 | $344.44 | −4.02% | $322 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.
Intel Corporation - Common StockINTC
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. INTC closed at $116.96 on Jun 11, 2026 (the first session on or after the trade date); changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 11, 2026 | $116.96 | 0.00% | $0 | |
| Day of disclosureJun 24, 2026 | $131.65 | +12.6% | $1,005 gain missed | |
| 30 days afterJul 10, 2026 | $109.84 | −6.09% | $487 loss avoided | |
| 90 days afterSep 8, 2026 | $104.47 | −10.7% | $854 loss avoided | |
| Latest closeOct 20, 2026 | $91.69 | −21.6% | $1,729 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 10, 2026Filed 14 days later | Member | General Dynamics Corporation Common StockGDStocks (including ADRs) [ST]Held in: CETERA | Sale | $1,001 - $15,000 | Notified Jun 11, 2026New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. GD closed at $358.86 on Jun 11, 2026 (the first session on or after the trade date); 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 10, 2026Filed 14 days later | Member | Intel Corporation - Common StockINTCStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified Jun 11, 2026New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. INTC closed at $116.96 on Jun 11, 2026 (the first session on or after the trade date); 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 15, 2026 · House Clerk
View original filingAmerican Tower CorporationAMT
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 4 days after the trade. AMT closed at $177.47 on May 11, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeMay 12, 2026 | $178.82 | +0.76% | $61 gain missed | |
| Day of disclosureMay 15, 2026 | $170.63 | −3.85% | $308 loss avoided | |
| 30 days afterJun 11, 2026 | $189.31 | +6.67% | $534 gain missed | |
| 90 days afterAug 10, 2026 | $169.11 | −4.71% | $377 loss avoided | |
| Latest closeOct 20, 2026 | $183.56 | +3.43% | $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.
CVS Health Corporation Common StockCVS
Stocks (including ADRs) [ST]
Held in: PERSHING LLC
Periodic Transaction Report · filed Apr 20, 2026 · House Clerk
View original filingMicron Technology, Inc. - Common StockMU
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 27 days after the trade. MU closed at $395.53 on Mar 24, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeMar 25, 2026 | $382.09 | −3.40% | $1,104 loss avoided | |
| Day of disclosureApr 20, 2026 | $448.42 | +13.4% | $4,346 gain missed | |
| 30 days afterApr 23, 2026 | $481.72 | +21.8% | $7,082 gain missed | |
| 90 days afterJun 22, 2026 | $1,211.38 | +206.3% | $67,039 gain missed | |
| Latest closeOct 21, 2026 | $913.67 | +131.0% | $42,576 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 24, 2026Filed 27 days later | Member | Micron Technology, Inc. - Common Stock | |||||||||||||||||||||||||||||
Disclosed 27 days after the trade. MU closed at $395.53 on Mar 24, 2026; 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 Dec 19, 2025 · House Clerk
View original filingALIBABA GROUP HOLDING LTDBABAF
Stocks (including ADRs) [ST]
Held in: PERSHING LLC
Disclosed 28 days after the trade. BABAF closed at $20.61 on Nov 21, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeNov 24, 2025 | $20.00 | −2.94% | $235 loss avoided | |
| Day of disclosureDec 19, 2025 | $18.50 | −10.2% | $818 loss avoided | |
| 30 days afterDec 22, 2025 | $18.00 | −12.6% | $1,012 loss avoided | |
| 90 days afterFeb 19, 2026 | $18.68 | −9.35% | $748 loss avoided | |
| Latest closeOct 20, 2026 | $13.58 | −34.1% | $2,728 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.
American Water Works Company, Inc. Common StockAWK
Stocks (including ADRs) [ST]
Held in: PERSHING LLC
Periodic Transaction Report · filed Oct 30, 2025 · House Clerk
View original filingAlphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: PERSHING LLC
Disclosed 20 days after the trade. GOOGL closed at $236.57 on Oct 10, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeOct 13, 2025 | $244.15 | +3.20% | $1,041 gain missed | |
| Day of disclosureOct 30, 2025 | $281.48 | +19.0% | $6,170 gain missed | |
| 30 days afterNov 10, 2025 | $290.10 | +22.6% | $7,354 gain missed | |
| 90 days afterJan 8, 2026 | $325.44 | +37.6% | $12,209 gain missed | |
| Latest closeOct 20, 2026 | $340.28 | +43.8% | $14,247 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.
Kyndryl Holdings, Inc. Common StockKD
Stocks (including ADRs) [ST]
Held in: PERSHING LLC
Periodic Transaction Report · filed Apr 17, 2025 · House Clerk
View original filingAbbVie Inc. Common StockABBV
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. ABBV closed at $201.64 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $186.96 | −7.28% | $582 loss avoided | |
| Day of disclosureApr 17, 2025 | $172.99 | −14.2% | $1,137 loss avoided | |
| 30 days afterMay 5, 2025 | $196.07 | −2.76% | $221 loss avoided | |
| 90 days afterJul 2, 2025 | $190.75 | −5.40% | $432 loss avoided | |
| Latest closeOct 20, 2026 | $289.08 | +43.4% | $3,470 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.
Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: CETERA
Periodic Transaction Report · filed Apr 2, 2025 · House Clerk
View original filingAmazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: PERSHING LLC
Disclosed 155 days after the trade. AMZN closed at $190.83 on Oct 29, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeOct 30, 2024 | $192.73 | +1.00% | $324 gain missed | |
| Day of disclosureApr 2, 2025 | $196.01 | +2.71% | $882 gain missed | |
| 30 days afterNov 29, 2024 | $207.89 | +8.94% | $2,906 gain missed | |
| 90 days afterJan 27, 2025 | $235.42 | +23.4% | $7,594 gain missed | |
| Latest closeOct 20, 2026 | $262.63 | +37.6% | $12,229 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.
Tesla, Inc. - Common StockTSLA
Stocks (including ADRs) [ST]
Held in: PERSHING LLC
Disclosed 175 days after the trade. CVS closed at $78.03 on Nov 21, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeNov 24, 2025 | $77.90 | −0.17% | $13 loss avoided | |
| Day of disclosureMay 15, 2026 | $95.89 | +22.9% | $1,831 gain missed | |
| 30 days afterDec 22, 2025 | $78.36 | +0.42% | $34 gain missed | |
| 90 days afterFeb 19, 2026 | $77.32 | −0.91% | $73 loss avoided | |
| Latest closeOct 20, 2026 | $94.75 | +21.4% | $1,714 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: CETERA
Disclosed 8 days after the trade. INTC closed at $109.62 on May 7, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeMay 8, 2026 | $124.92 | +14.0% | $1,117 gain missed | |
| Day of disclosureMay 15, 2026 | $108.77 | −0.78% | $62 loss avoided | |
| 30 days afterJun 8, 2026 | $110.27 | +0.59% | $47 gain missed | |
| 90 days afterAug 5, 2026 | $101.06 | −7.81% | $625 loss avoided | |
| Latest closeOct 20, 2026 | $91.69 | −16.4% | $1,309 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.
Quanta Services, Inc. Common StockPWR
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 8 days after the trade. PWR closed at $750.73 on May 7, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeMay 8, 2026 | $745.00 | −0.76% | $61 loss avoided | |
| Day of disclosureMay 15, 2026 | $769.99 | +2.57% | $205 gain missed | |
| 30 days afterJun 8, 2026 | $693.81 | −7.58% | $607 loss avoided | |
| 90 days afterAug 5, 2026 | $682.99 | −9.02% | $722 loss avoided | |
| Latest closeOct 20, 2026 | $596.00 | −20.6% | $1,649 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.
Thermo Fisher Scientific Inc Common StockTMO
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 8 days after the trade. TMO closed at $474.46 on May 7, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeMay 8, 2026 | $465.00 | −1.99% | $160 loss avoided | |
| Day of disclosureMay 15, 2026 | $438.34 | −7.61% | $609 loss avoided | |
| 30 days afterJun 8, 2026 | $469.63 | −1.02% | $81 loss avoided | |
| 90 days afterAug 5, 2026 | $577.83 | +21.8% | $1,743 gain missed | |
| Latest closeOct 20, 2026 | $687.37 | +44.9% | $3,590 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 11, 2026Filed 4 days later | Member | American Tower CorporationAMTStocks (including ADRs) [ST]Held in: CETERA | Sale | $1,001 - $15,000 | Notified May 14, 2026New | ||||||||||||||||||||||||||
Disclosed 4 days after the trade. AMT closed at $177.47 on May 11, 2026; 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. | |||||||||||||||||||||||||||||||
| Nov 21, 2025Amendment filed 175 days later | Member | CVS Health Corporation Common StockCVSStocks (including ADRs) [ST]Held in: PERSHING LLC | Partial sale | $1,001 - $15,000 | Notified Dec 5, 2025Amended (ID 2000152177) | ||||||||||||||||||||||||||
Disclosed 175 days after the trade. CVS closed at $78.03 on Nov 21, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| May 7, 2026Filed 8 days later | Member | Intel Corporation - Common StockINTCStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified May 14, 2026New | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. INTC closed at $109.62 on May 7, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| May 7, 2026Filed 8 days later | Member | Quanta Services, Inc. Common StockPWRStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified May 14, 2026New | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. PWR closed at $750.73 on May 7, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| May 7, 2026Filed 8 days later | Member | Thermo Fisher Scientific Inc Common StockTMOStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified May 14, 2026New | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. TMO closed at $474.46 on May 7, 2026; 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. | |||||||||||||||||||||||||||||||
| Sale |
| $15,001 - $50,000 |
| Notified Apr 6, 2026New |
Disclosed 28 days after the trade. AWK closed at $132.74 on Nov 21, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeNov 24, 2025 | $131.51 | −0.93% | $74 loss avoided | |
| Day of disclosureDec 19, 2025 | $130.25 | −1.88% | $150 loss avoided | |
| 30 days afterDec 22, 2025 | $131.67 | −0.81% | $64 loss avoided | |
| 90 days afterFeb 19, 2026 | $131.36 | −1.04% | $83 loss avoided | |
| Latest closeOct 20, 2026 | $135.79 | +2.30% | $184 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.
Apollo Global Management, Inc.APO
Stocks (including ADRs) [ST]
Held in: PERSHING LLC
Disclosed 28 days after the trade. APO closed at $130.02 on Nov 21, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeNov 24, 2025 | $130.10 | +0.06% | $5 gain missed | |
| Day of disclosureDec 19, 2025 | $146.34 | +12.6% | $1,004 gain missed | |
| 30 days afterDec 22, 2025 | $148.89 | +14.5% | $1,161 gain missed | |
| 90 days afterFeb 19, 2026 | $118.34 | −8.98% | $719 loss avoided | |
| Latest closeOct 20, 2026 | $111.22 | −14.5% | $1,157 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.
CVS Health Corporation Common StockCVS
Stocks (including ADRs) [ST]
Held in: PERSHING LLC
Disclosed 28 days after the trade. CVS closed at $78.03 on Nov 21, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeNov 24, 2025 | $77.90 | −0.17% | $13 loss avoided | |
| Day of disclosureDec 19, 2025 | $77.72 | −0.40% | $32 loss avoided | |
| 30 days afterDec 22, 2025 | $78.36 | +0.42% | $34 gain missed | |
| 90 days afterFeb 19, 2026 | $77.32 | −0.91% | $73 loss avoided | |
| Latest closeOct 20, 2026 | $94.75 | +21.4% | $1,714 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 Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: PERSHING LLC
Disclosed 28 days after the trade. MSFT closed at $472.12 on Nov 21, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeNov 24, 2025 | $474.00 | +0.40% | $32 gain missed | |
| Day of disclosureDec 19, 2025 | $485.92 | +2.92% | $234 gain missed | |
| 30 days afterDec 22, 2025 | $484.92 | +2.71% | $217 gain missed | |
| 90 days afterFeb 19, 2026 | $398.46 | −15.6% | $1,248 loss avoided | |
| Latest closeOct 20, 2026 | $531.87 | +12.7% | $1,013 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: PERSHING LLC
Disclosed 28 days after the trade. NVDA closed at $178.88 on Nov 21, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeNov 24, 2025 | $182.55 | +2.05% | +$164 gain | |
| Day of disclosureDec 19, 2025 | $180.99 | +1.18% | +$94 gain | |
| 30 days afterDec 22, 2025 | $183.69 | +2.69% | +$215 gain | |
| 90 days afterFeb 19, 2026 | $187.90 | +5.04% | +$403 gain | |
| Latest closeOct 20, 2026 | $216.47 | +21.0% | +$1,681 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nov 21, 2025Filed 28 days later | Member | ALIBABA GROUP HOLDING LTDBABAFStocks (including ADRs) [ST]Held in: PERSHING LLC | Sale | $1,001 - $15,000 | Notified Dec 5, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. BABAF closed at $20.61 on Nov 21, 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. | |||||||||||||||||||||||||||||||
| Nov 21, 2025Filed 28 days later | Member | American Water Works Company, Inc. Common StockAWKStocks (including ADRs) [ST]Held in: PERSHING LLC | Sale | $1,001 - $15,000 | Notified Dec 5, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. AWK closed at $132.74 on Nov 21, 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. | |||||||||||||||||||||||||||||||
| Nov 21, 2025Filed 28 days later | Member | Apollo Global Management, Inc.APOStocks (including ADRs) [ST]Held in: PERSHING LLC | Sale | $1,001 - $15,000 | Notified Dec 5, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. APO closed at $130.02 on Nov 21, 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. | |||||||||||||||||||||||||||||||
| Nov 21, 2025Filed 28 days later | Member | CVS Health Corporation Common StockCVSStocks (including ADRs) [ST]Held in: PERSHING LLC | Sale | $1,001 - $15,000 | Notified Dec 5, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. CVS closed at $78.03 on Nov 21, 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. | |||||||||||||||||||||||||||||||
| Nov 21, 2025Filed 28 days later | Member | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: PERSHING LLC | Partial sale | $1,001 - $15,000 | Notified Dec 5, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. MSFT closed at $472.12 on Nov 21, 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. | |||||||||||||||||||||||||||||||
| Nov 21, 2025Filed 28 days later | Member | NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: PERSHING LLC | Purchase | $1,001 - $15,000 | Notified Dec 5, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. NVDA closed at $178.88 on Nov 21, 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 20 days after the trade. KD closed at $27.68 on Oct 10, 2025; changes are measured from that close.
Uses the exact amount reported, $224.
| Point | Session | Close | Change | On $224 sold |
|---|---|---|---|---|
| Day after the tradeOct 13, 2025 | $28.00 | +1.16% | $3 gain missed | |
| Day of disclosureOct 30, 2025 | $28.41 | +2.64% | $6 gain missed | |
| 30 days afterNov 10, 2025 | $26.06 | −5.85% | $13 loss avoided | |
| 90 days afterJan 8, 2026 | $27.26 | −1.52% | $3 loss avoided | |
| Latest closeOct 20, 2026 | $13.89 | −49.8% | $112 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Oct 10, 2025Filed 20 days later | Member | Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: PERSHING LLC | Sale | $15,001 - $50,000 | Notified Oct 14, 2025New | ||||||||||||||||||||||||||
Disclosed 20 days after the trade. GOOGL closed at $236.57 on Oct 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. | |||||||||||||||||||||||||||||||
| Oct 10, 2025Filed 20 days later | Member | Kyndryl Holdings, Inc. Common StockKDStocks (including ADRs) [ST]Held in: PERSHING LLC | Sale | $224.00exact amount as reported | Notified Oct 14, 2025New | ||||||||||||||||||||||||||
Disclosed 20 days after the trade. KD closed at $27.68 on Oct 10, 2025; changes are measured from that close. Uses the exact amount reported, $224.
Estimates: filers report neither the price nor the 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 14 days after the trade. GOOGL closed at $150.72 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $145.60 | −3.40% | −$272 loss | |
| Day of disclosureApr 17, 2025 | $151.16 | +0.29% | +$23 gain | |
| 30 days afterMay 5, 2025 | $164.21 | +8.95% | +$716 gain | |
| 90 days afterJul 2, 2025 | $178.64 | +18.5% | +$1,482 gain | |
| Latest closeOct 20, 2026 | $340.28 | +125.8% | +$10,063 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. AMZN closed at $178.41 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $171.00 | −4.15% | −$332 loss | |
| Day of disclosureApr 17, 2025 | $172.61 | −3.25% | −$260 loss | |
| 30 days afterMay 5, 2025 | $186.35 | +4.45% | +$356 gain | |
| 90 days afterJul 2, 2025 | $219.92 | +23.3% | +$1,862 gain | |
| Latest closeOct 20, 2026 | $262.63 | +47.2% | +$3,777 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
American Tower CorporationAMT
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. AMT closed at $228.19 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $220.17 | −3.51% | $281 loss avoided | |
| Day of disclosureApr 17, 2025 | $222.66 | −2.42% | $194 loss avoided | |
| 30 days afterMay 5, 2025 | $223.87 | −1.89% | $151 loss avoided | |
| 90 days afterJul 2, 2025 | $222.83 | −2.35% | $188 loss avoided | |
| Latest closeOct 20, 2026 | $183.56 | −19.6% | $1,565 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.
Intel Corporation - Common StockINTC
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. INTC closed at $22.43 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $19.85 | −11.5% | −$920 loss | |
| Day of disclosureApr 17, 2025 | $18.93 | −15.6% | −$1,248 loss | |
| 30 days afterMay 5, 2025 | $20.27 | −9.63% | −$770 loss | |
| 90 days afterJul 2, 2025 | $21.88 | −2.45% | −$196 loss | |
| Latest closeOct 20, 2026 | $91.69 | +308.8% | +$24,706 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.
International Business Machines Corporation Common StockIBM
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. IBM closed at $243.49 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $227.48 | −6.58% | −$526 loss | |
| Day of disclosureApr 17, 2025 | $238.81 | −1.92% | −$154 loss | |
| 30 days afterMay 5, 2025 | $249.18 | +2.34% | +$187 gain | |
| 90 days afterJul 2, 2025 | $287.65 | +18.1% | +$1,451 gain | |
| Latest closeOct 20, 2026 | $241.92 | −0.64% | −$52 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.
Kinder Morgan, Inc. Common StockKMI
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. KMI closed at $27.72 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $25.29 | −8.77% | $701 loss avoided | |
| Day of disclosureApr 17, 2025 | $27.10 | −2.24% | $179 loss avoided | |
| 30 days afterMay 5, 2025 | $26.87 | −3.07% | $245 loss avoided | |
| 90 days afterJul 2, 2025 | $28.50 | +2.81% | $225 gain missed | |
| Latest closeOct 20, 2026 | $33.57 | +21.1% | $1,689 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.
NextEra Energy, Inc. Common StockNEE
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. NEE closed at $72.14 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $66.91 | −7.25% | $580 loss avoided | |
| Day of disclosureApr 17, 2025 | $66.31 | −8.08% | $647 loss avoided | |
| 30 days afterMay 5, 2025 | $66.10 | −8.37% | $670 loss avoided | |
| 90 days afterJul 2, 2025 | $73.02 | +1.22% | $98 gain missed | |
| Latest closeOct 20, 2026 | $78.86 | +9.32% | $745 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: CETERA
Disclosed 14 days after the trade. NVDA closed at $101.80 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $94.31 | −7.36% | −$589 loss | |
| Day of disclosureApr 17, 2025 | $101.49 | −0.30% | −$24 loss | |
| 30 days afterMay 5, 2025 | $113.82 | +11.8% | +$945 gain | |
| 90 days afterJul 2, 2025 | $157.25 | +54.5% | +$4,358 gain | |
| Latest closeOct 20, 2026 | $216.47 | +112.6% | +$9,013 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.
ONEOK, Inc. Common StockOKE
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. OKE closed at $92.70 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $80.86 | −12.8% | $1,022 loss avoided | |
| Day of disclosureApr 17, 2025 | $86.23 | −6.98% | $558 loss avoided | |
| 30 days afterMay 5, 2025 | $80.15 | −13.5% | $1,083 loss avoided | |
| 90 days afterJul 2, 2025 | $82.14 | −11.4% | $911 loss avoided | |
| Latest closeOct 20, 2026 | $92.85 | +0.16% | $13 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.
Quanta Services, Inc. Common StockPWR
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. PWR closed at $252.04 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $239.47 | −4.99% | $399 loss avoided | |
| Day of disclosureApr 17, 2025 | $267.22 | +6.02% | $482 gain missed | |
| 30 days afterMay 5, 2025 | $322.62 | +28.0% | $2,241 gain missed | |
| 90 days afterJul 2, 2025 | $373.41 | +48.2% | $3,853 gain missed | |
| Latest closeOct 20, 2026 | $596.00 | +136.5% | $10,919 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.
ServiceNow, Inc. Common StockNOW
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. NOW closed at $154.81 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $144.33 | −6.77% | $542 loss avoided | |
| Day of disclosureApr 17, 2025 | $154.43 | −0.25% | $20 loss avoided | |
| 30 days afterMay 5, 2025 | $195.61 | +26.4% | $2,108 gain missed | |
| 90 days afterJul 2, 2025 | $40.39 | −73.9% | $5,914 loss avoided | |
| Latest closeOct 20, 2026 | $149.54 | −3.41% | $273 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.
Williams Companies, Inc.WMB
Stocks (including ADRs) [ST]
Held in: CETERA
Disclosed 14 days after the trade. WMB closed at $59.03 on Apr 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 4, 2025 | $54.57 | −7.56% | $605 loss avoided | |
| Day of disclosureApr 17, 2025 | $58.62 | −0.69% | $56 loss avoided | |
| 30 days afterMay 5, 2025 | $60.17 | +1.93% | $155 gain missed | |
| 90 days afterJul 2, 2025 | $59.14 | +0.19% | $15 gain missed | |
| Latest closeOct 20, 2026 | $70.33 | +19.1% | $1,532 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 3, 2025Filed 14 days later | Member | AbbVie Inc. Common StockABBVStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. ABBV closed at $201.64 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: CETERA | Purchase | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. GOOGL closed at $150.72 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: CETERA | Purchase | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. AMZN closed at $178.41 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | American Tower CorporationAMTStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. AMT closed at $228.19 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | Intel Corporation - Common StockINTCStocks (including ADRs) [ST]Held in: CETERA | Purchase | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. INTC closed at $22.43 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | International Business Machines Corporation Common StockIBMStocks (including ADRs) [ST]Held in: CETERA | Purchase | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. IBM closed at $243.49 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | Kinder Morgan, Inc. Common StockKMIStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. KMI closed at $27.72 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | NextEra Energy, Inc. Common StockNEEStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. NEE closed at $72.14 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: CETERA | Purchase | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. NVDA closed at $101.80 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | ONEOK, Inc. Common StockOKEStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. OKE closed at $92.70 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | Quanta Services, Inc. Common StockPWRStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. PWR closed at $252.04 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | ServiceNow, Inc. Common StockNOWStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. NOW closed at $154.81 on Apr 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. | |||||||||||||||||||||||||||||||
| Apr 3, 2025Filed 14 days later | Member | Williams Companies, Inc.WMBStocks (including ADRs) [ST]Held in: CETERA | Partial sale | $1,001 - $15,000 | Notified Apr 16, 2025New | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. WMB closed at $59.03 on Apr 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. | |||||||||||||||||||||||||||||||
Disclosed 155 days after the trade. TSLA closed at $259.52 on Oct 29, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeOct 30, 2024 | $257.55 | −0.76% | $61 loss avoided | |
| Day of disclosureApr 2, 2025 | $282.76 | +8.95% | $716 gain missed | |
| 30 days afterNov 29, 2024 | $345.16 | +33.0% | $2,640 gain missed | |
| 90 days afterJan 27, 2025 | $397.15 | +53.0% | $4,243 gain missed | |
| Latest closeOct 20, 2026 | $373.71 | +44.0% | $3,520 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Oct 29, 2024Filed 155 days later · past 45 days | Member | Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: PERSHING LLC | Sale | $15,001 - $50,000 | Notified Apr 2, 2025New | ||||||||||||||||||||||||||
Disclosed 155 days after the trade. AMZN closed at $190.83 on Oct 29, 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. | |||||||||||||||||||||||||||||||
| Oct 29, 2024Filed 155 days later · past 45 days | Member | Tesla, Inc. - Common StockTSLAStocks (including ADRs) [ST]Held in: PERSHING LLC | Sale | $1,001 - $15,000 | Notified Apr 2, 2025New | ||||||||||||||||||||||||||
Disclosed 155 days after the trade. TSLA closed at $259.52 on Oct 29, 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. | |||||||||||||||||||||||||||||||