
Representative · LA-6 · D
Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 5, 1993
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.
238 reported transactions in 22 electronically filed reports; latest filed Oct 1, 2026.
Periodic Transaction Report · filed Oct 1, 2026 · House Clerk
View original filingAlphabet Inc. - Class C Capital StockGOOG
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 17 days after the trade. GOOG closed at $345.71 on Sep 14, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeSep 15, 2026 | $341.43 | −1.24% | −$99 loss | |
| Day of disclosureOct 1, 2026 | $334.93 | −3.12% | −$249 loss | |
| 30 days afterOct 14, 2026 | $343.65 | −0.60% | −$48 loss | |
| 90 days after | Pending: first session on or after Dec 13, 2026 | |||
| Latest closeOct 20, 2026 | $336.40 | −2.69% | −$215 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.
Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE IRA
Disclosed 23 days after the trade. AAPL closed at $316.22 on Sep 8, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeSep 9, 2026 | $315.34 | −0.28% | −$22 loss | |
| Day of disclosureOct 1, 2026 | $330.32 | +4.46% | +$357 gain | |
| 30 days afterOct 8, 2026 | $340.42 | +7.65% | +$612 gain | |
| 90 days after | Pending: first session on or after Dec 7, 2026 | |||
| Latest closeOct 20, 2026 | $339.50 | +7.36% | +$589 gain | |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 21 days after the trade. MSFT closed at $492.44 on Sep 10, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeSep 11, 2026 | $495.63 | +0.65% | +$52 gain | |
| Day of disclosureOct 1, 2026 | $512.80 | +4.13% | +$331 gain | |
| 30 days afterOct 12, 2026 | $541.15 | +9.89% | +$791 gain | |
| 90 days after | Pending: first session on or after Dec 9, 2026 | |||
| Latest closeOct 20, 2026 | $531.87 | +8.01% | +$641 gain | |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC
Disclosed 21 days after the trade. MSFT closed at $492.44 on Sep 10, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeSep 11, 2026 | $495.63 | +0.65% | +$52 gain | |
| Day of disclosureOct 1, 2026 | $512.80 | +4.13% | +$331 gain | |
| 30 days afterOct 12, 2026 | $541.15 | +9.89% | +$791 gain | |
| 90 days after | Pending: first session on or after Dec 9, 2026 | |||
| Latest closeOct 20, 2026 | $531.87 | +8.01% | +$641 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.
Netflix, Inc. - Common StockNFLX
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #1
Disclosed 17 days after the trade. NFLX closed at $80.32 on Sep 14, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeSep 15, 2026 | $77.90 | −3.01% | −$241 loss | |
| Day of disclosureOct 1, 2026 | $67.85 | −15.5% | −$1,242 loss | |
| 30 days afterOct 14, 2026 | $70.57 | −12.1% | −$971 loss | |
| 90 days after | Pending: first session on or after Dec 13, 2026 | |||
| Latest closeOct 20, 2026 | $68.69 | −14.5% | −$1,159 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) | Notified / status | Prices | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sep 14, 2026Filed 17 days later | Member | Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $1,001 - $15,000 | Notified Sep 14, 2026New | |||||||||||||||||||||||||||
Disclosed 17 days after the trade. GOOG closed at $345.71 on Sep 14, 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. | ||||||||||||||||||||||||||||||||
| Sep 8, 2026Filed 23 days later | Member | Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE IRA | Purchase | $1,001 - $15,000 | Notified Sep 8, 2026New | |||||||||||||||||||||||||||
Disclosed 23 days after the trade. AAPL closed at $316.22 on Sep 8, 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. | ||||||||||||||||||||||||||||||||
| Sep 10, 2026Filed 21 days later | Member | Microsoft Corporation - Common StockMSFT | ||||||||||||||||||||||||||||||
Disclosed 21 days after the trade. MSFT closed at $492.44 on Sep 10, 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 Sep 2, 2026 · House Clerk
View original filingApple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 20 days after the trade. AAPL closed at $305.26 on Aug 13, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeAug 14, 2026 | $305.93 | +0.22% | +$18 gain | |
| Day of disclosureSep 2, 2026 | $324.96 | +6.45% | +$516 gain | |
| 30 days afterSep 14, 2026 | $333.08 | +9.11% | +$729 gain | |
| 90 days after | Pending: first session on or after Nov 11, 2026 | |||
| Latest closeOct 20, 2026 | $339.50 | +11.2% | +$897 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 | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 13, 2026Filed 20 days later | Member | Apple Inc. - Common Stock | ||||||||||||||||||||||||||||||
Disclosed 20 days after the trade. AAPL closed at $305.26 on Aug 13, 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 Jul 30, 2026 · House Clerk
View original filingTaiwan Semiconductor Manufacturing Company Ltd.TSM
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 20 days after the trade. TSM closed at $434.11 on Jul 10, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJul 13, 2026 | $421.58 | −2.89% | −$231 loss | |
| Day of disclosureJul 30, 2026 | $403.31 | −7.09% | −$568 loss | |
| 30 days afterAug 10, 2026 | $418.47 | −3.60% | −$288 loss | |
| 90 days afterOct 8, 2026 | $457.99 | +5.50% | +$440 gain | |
| Latest closeOct 20, 2026 | $425.08 | −2.08% | −$166 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) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 10, 2026Filed 20 days later | Member | ||||||||||||||||||||||||||||||
Disclosed 20 days after the trade. TSM closed at $434.11 on Jul 10, 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 Jul 16, 2026 · House Clerk
View original filingNVIDIA Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 20 days after the trade. NVDA closed at $192.53 on Jun 26, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 29, 2026 | $194.97 | +1.27% | +$101 gain | |
| Day of disclosureJul 16, 2026 | $207.40 | +7.72% | +$618 gain | |
| 30 days afterJul 27, 2026 | $196.51 | +2.07% | +$165 gain | |
| 90 days afterSep 24, 2026 | $224.58 | +16.6% | +$1,332 gain | |
| Latest closeOct 20, 2026 | $216.47 | +12.4% | +$995 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
NVIDIA Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE IRA
Periodic Transaction Report · filed Jun 26, 2026 · House Clerk
View original filingAlphabet Inc. - Class C Capital StockGOOG
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 11 days after the trade. GOOG closed at $367.11 on Jun 15, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 16, 2026 | $371.10 | +1.09% | +$87 gain | |
| Day of disclosureJun 26, 2026 | $334.69 | −8.83% | −$707 loss | |
| 30 days afterJul 15, 2026 | $370.21 | +0.84% | +$68 gain | |
| 90 days afterSep 14, 2026 | $345.71 | −5.83% | −$466 loss | |
| Latest closeOct 20, 2026 | $336.40 | −8.37% | −$669 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 Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Periodic Transaction Report · filed Jun 3, 2026 · House Clerk
View original filingApple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 20 days after the trade. AAPL closed at $298.21 on May 14, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMay 15, 2026 | $300.23 | +0.68% | +$54 gain | |
| Day of disclosureJun 3, 2026 | $310.26 | +4.04% | +$323 gain | |
| 30 days afterJun 15, 2026 | $296.42 | −0.60% | −$48 loss | |
| 90 days afterAug 12, 2026 | $302.25 | +1.35% | +$108 gain | |
| Latest closeOct 20, 2026 | $339.50 | +13.8% | +$1,108 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 14, 2026Filed 20 days later | Member | ||||||||||||||||||||||||||||||
Disclosed 20 days after the trade. AAPL closed at $298.21 on May 14, 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 Apr 20, 2026 · House Clerk
View original filingTaiwan Semiconductor Manufacturing Company Ltd.TSM
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 11 days after the trade. TSM closed at $365.49 on Apr 9, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 10, 2026 | $370.60 | +1.40% | +$112 gain | |
| Day of disclosureApr 20, 2026 | $366.24 | +0.21% | +$16 gain | |
| 30 days afterMay 11, 2026 | $404.54 | +10.7% | +$855 gain | |
| 90 days afterJul 8, 2026 | $436.98 | +19.6% | +$1,565 gain | |
| Latest closeOct 20, 2026 | $425.08 | +16.3% | +$1,304 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 9, 2026Filed 11 days later | Member | ||||||||||||||||||||||||||||||
Disclosed 11 days after the trade. TSM closed at $365.49 on Apr 9, 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 Apr 7, 2026 · House Clerk
View original filingAlphabet Inc. - Class C Capital StockGOOG
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 22 days after the trade. GOOG closed at $304.42 on Mar 16, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMar 17, 2026 | $309.41 | +1.64% | +$131 gain | |
| Day of disclosureApr 7, 2026 | $303.93 | −0.16% | −$13 loss | |
| 30 days afterApr 15, 2026 | $334.47 | +9.87% | +$790 gain | |
| 90 days afterJun 15, 2026 | $367.11 | +20.6% | +$1,648 gain | |
| Latest closeOct 20, 2026 | $336.40 | +10.5% | +$841 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026Filed 22 days later | Member | ||||||||||||||||||||||||||||||
Disclosed 22 days after the trade. GOOG closed at $304.42 on Mar 16, 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 Mar 17, 2026 · House Clerk
View original filingMicrosoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC
Disclosed 5 days after the trade. MSFT closed at $401.86 on Mar 12, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMar 13, 2026 | $395.55 | −1.57% | −$126 loss | |
| Day of disclosureMar 17, 2026 | $399.41 | −0.61% | −$49 loss | |
| 30 days afterApr 13, 2026 | $384.37 | −4.35% | −$348 loss | |
| 90 days afterJun 11, 2026 | $390.34 | −2.87% | −$229 loss | |
| Latest closeOct 20, 2026 | $531.87 | +32.4% | +$2,588 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Periodic Transaction Report · filed Feb 24, 2026 · House Clerk
View original filingAdvanced Micro Devices, Inc.AMD
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 21 days after the trade. AMD closed at $242.11 on Feb 3, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 4, 2026 | $200.19 | −17.3% | −$12,986 loss | |
| Day of disclosureFeb 24, 2026 | $213.84 | −11.7% | −$8,757 loss | |
| 30 days afterMar 5, 2026 | $199.45 | −17.6% | −$13,215 loss | |
| 90 days afterMay 4, 2026 | $341.54 | +41.1% | +$30,801 gain | |
| Latest closeOct 20, 2026 | $534.74 | +120.9% | +$90,651 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
| Purchase |
| $1,001 - $15,000 |
| Notified Sep 10, 2026New |
| Sep 10, 2026Filed 21 days later | Member | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC | Purchase | $1,001 - $15,000 | Notified Sep 10, 2026New | |||||||||||||||||||||||||||
Disclosed 21 days after the trade. MSFT closed at $492.44 on Sep 10, 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. | ||||||||||||||||||||||||||||||||
| Sep 14, 2026Filed 17 days later | Member | Netflix, Inc. - Common StockNFLXStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #1 | Purchase | $1,001 - $15,000 | Notified Sep 14, 2026New | |||||||||||||||||||||||||||
Disclosed 17 days after the trade. NFLX closed at $80.32 on Sep 14, 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. | ||||||||||||||||||||||||||||||||
| Purchase |
| $1,001 - $15,000 |
| Notified Aug 13, 2026New |
| Purchase |
| $1,001 - $15,000 |
| Notified Jul 10, 2026New |
Disclosed 20 days after the trade. NVDA closed at $192.53 on Jun 26, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 29, 2026 | $194.97 | +1.27% | +$101 gain | |
| Day of disclosureJul 16, 2026 | $207.40 | +7.72% | +$618 gain | |
| 30 days afterJul 27, 2026 | $196.51 | +2.07% | +$165 gain | |
| 90 days afterSep 24, 2026 | $224.58 | +16.6% | +$1,332 gain | |
| Latest closeOct 20, 2026 | $216.47 | +12.4% | +$995 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
NVIDIA Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC
Disclosed 20 days after the trade. NVDA closed at $192.53 on Jun 26, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 29, 2026 | $194.97 | +1.27% | +$101 gain | |
| Day of disclosureJul 16, 2026 | $207.40 | +7.72% | +$618 gain | |
| 30 days afterJul 27, 2026 | $196.51 | +2.07% | +$165 gain | |
| 90 days afterSep 24, 2026 | $224.58 | +16.6% | +$1,332 gain | |
| Latest closeOct 20, 2026 | $216.47 | +12.4% | +$995 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 26, 2026Filed 20 days later | Member | NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $1,001 - $15,000 | Notified Jun 26, 2026New | ||||||||||||||||||||||||||
Disclosed 20 days after the trade. NVDA closed at $192.53 on Jun 26, 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. | |||||||||||||||||||||||||||||||
| Jun 26, 2026Filed 20 days later | Member | NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE IRA | Purchase | $1,001 - $15,000 | Notified Jun 26, 2026New | ||||||||||||||||||||||||||
Disclosed 20 days after the trade. NVDA closed at $192.53 on Jun 26, 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. | |||||||||||||||||||||||||||||||
| Jun 26, 2026Filed 20 days later | Member | NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC | Purchase | $1,001 - $15,000 | Notified Jun 26, 2026New | ||||||||||||||||||||||||||
Disclosed 20 days after the trade. NVDA closed at $192.53 on Jun 26, 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. | |||||||||||||||||||||||||||||||
Disclosed 15 days after the trade. MSFT closed at $390.34 on Jun 11, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 12, 2026 | $390.74 | +0.10% | +$8 gain | |
| Day of disclosureJun 26, 2026 | $372.97 | −4.45% | −$356 loss | |
| 30 days afterJul 13, 2026 | $390.99 | +0.17% | +$13 gain | |
| 90 days afterSep 9, 2026 | $491.65 | +26.0% | +$2,077 gain | |
| Latest closeOct 20, 2026 | $531.87 | +36.3% | +$2,901 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC
Disclosed 15 days after the trade. MSFT closed at $390.34 on Jun 11, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 12, 2026 | $390.74 | +0.10% | +$8 gain | |
| Day of disclosureJun 26, 2026 | $372.97 | −4.45% | −$356 loss | |
| 30 days afterJul 13, 2026 | $390.99 | +0.17% | +$13 gain | |
| 90 days afterSep 9, 2026 | $491.65 | +26.0% | +$2,077 gain | |
| Latest closeOct 20, 2026 | $531.87 | +36.3% | +$2,901 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.
Quantinuum Inc. - Class A Common StockQNT
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 22 days after the trade. QNT closed at $54.94 on Jun 9, 2026 (the first session on or after the trade date); changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 9, 2026 | $54.94 | 0.00% | $0 | |
| Day of disclosureJun 26, 2026 | $75.57 | +37.6% | +$3,004 gain | |
| 30 days afterJul 6, 2026 | $83.17 | +51.4% | +$4,111 gain | |
| 90 days afterSep 2, 2026 | $48.00 | −12.6% | −$1,011 loss | |
| Latest closeOct 20, 2026 | $35.68 | −35.1% | −$2,805 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) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026Filed 11 days later | Member | Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $1,001 - $15,000 | Notified Jun 15, 2026New | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. GOOG closed at $367.11 on Jun 15, 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. | |||||||||||||||||||||||||||||||
| Jun 11, 2026Filed 15 days later | Member | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $1,001 - $15,000 | Notified Jun 11, 2026New | ||||||||||||||||||||||||||
Disclosed 15 days after the trade. MSFT closed at $390.34 on Jun 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. | |||||||||||||||||||||||||||||||
| Jun 11, 2026Filed 15 days later | Member | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC | Purchase | $1,001 - $15,000 | Notified Jun 11, 2026New | ||||||||||||||||||||||||||
Disclosed 15 days after the trade. MSFT closed at $390.34 on Jun 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. | |||||||||||||||||||||||||||||||
| Jun 4, 2026Filed 22 days later | Member | Quantinuum Inc. - Class A Common StockQNTStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $1,001 - $15,000 | Notified Jun 4, 2026New | ||||||||||||||||||||||||||
Disclosed 22 days after the trade. QNT closed at $54.94 on Jun 9, 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. | |||||||||||||||||||||||||||||||
| Purchase |
| $1,001 - $15,000 |
| Notified May 14, 2026New |
| Purchase |
| $1,001 - $15,000 |
| Notified Apr 9, 2026New |
| Purchase |
| $1,001 - $15,000 |
| Notified Mar 16, 2026New |
Disclosed 5 days after the trade. MSFT closed at $401.86 on Mar 12, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMar 13, 2026 | $395.55 | −1.57% | −$126 loss | |
| Day of disclosureMar 17, 2026 | $399.41 | −0.61% | −$49 loss | |
| 30 days afterApr 13, 2026 | $384.37 | −4.35% | −$348 loss | |
| 90 days afterJun 11, 2026 | $390.34 | −2.87% | −$229 loss | |
| Latest closeOct 20, 2026 | $531.87 | +32.4% | +$2,588 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 12, 2026Filed 5 days later | Member | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC | Purchase | $1,001 - $15,000 | Notified Mar 12, 2026New | ||||||||||||||||||||||||||
Disclosed 5 days after the trade. MSFT closed at $401.86 on Mar 12, 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. | |||||||||||||||||||||||||||||||
| Mar 12, 2026Filed 5 days later | Member | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $1,001 - $15,000 | Notified Mar 12, 2026New | ||||||||||||||||||||||||||
Disclosed 5 days after the trade. MSFT closed at $401.86 on Mar 12, 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. | |||||||||||||||||||||||||||||||
Disclosed 21 days after the trade. GOOGL closed at $339.71 on Feb 3, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $175,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 4, 2026 | $333.04 | −1.96% | −$3,436 loss | |
| Day of disclosureFeb 24, 2026 | $310.90 | −8.48% | −$14,841 loss | |
| 30 days afterMar 5, 2026 | $300.88 | −11.4% | −$20,003 loss | |
| 90 days afterMay 4, 2026 | $383.25 | +12.8% | +$22,430 gain | |
| Latest closeOct 20, 2026 | $340.28 | +0.17% | +$291 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.
Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 12 days after the trade. AAPL closed at $261.73 on Feb 12, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 13, 2026 | $255.78 | −2.27% | −$182 loss | |
| Day of disclosureFeb 24, 2026 | $272.14 | +3.98% | +$318 gain | |
| 30 days afterMar 16, 2026 | $252.82 | −3.40% | −$272 loss | |
| 90 days afterMay 13, 2026 | $298.87 | +14.2% | +$1,135 gain | |
| Latest closeOct 20, 2026 | $339.50 | +29.7% | +$2,377 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.
Lam Research Corporation - Common StockLRCX
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 21 days after the trade. LRCX closed at $230.10 on Feb 3, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeFeb 4, 2026 | $209.78 | −8.83% | −$2,870 loss | |
| Day of disclosureFeb 24, 2026 | $244.25 | +6.15% | +$1,999 gain | |
| 30 days afterMar 5, 2026 | $214.68 | −6.70% | −$2,178 loss | |
| 90 days afterMay 4, 2026 | $258.57 | +12.4% | +$4,021 gain | |
| Latest closeOct 20, 2026 | $263.45 | +14.5% | +$4,711 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 21 days after the trade. META closed at $691.70 on Feb 3, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $175,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 4, 2026 | $668.99 | −3.28% | −$5,746 loss | |
| Day of disclosureFeb 24, 2026 | $639.30 | −7.58% | −$13,257 loss | |
| 30 days afterMar 5, 2026 | $660.57 | −4.50% | −$7,876 loss | |
| 90 days afterMay 4, 2026 | $610.41 | −11.8% | −$20,566 loss | |
| Latest closeOct 20, 2026 | $694.25 | +0.37% | +$645 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.
Micron Technology, Inc. - Common StockMU
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - E*TRADE #2
Disclosed 21 days after the trade. MU closed at $419.44 on Feb 3, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $175,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 4, 2026 | $379.40 | −9.55% | −$16,706 loss | |
| Day of disclosureFeb 24, 2026 | $418.01 | −0.34% | −$597 loss | |
| 30 days afterMar 5, 2026 | $397.05 | −5.34% | −$9,342 loss | |
| 90 days afterMay 4, 2026 | $576.45 | +37.4% | +$65,509 gain | |
| Latest closeOct 21, 2026 | $913.67 | +117.8% | +$206,205 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 3, 2026Filed 21 days later | Member | Advanced Micro Devices, Inc.AMDStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $50,001 - $100,000 | Notified Feb 3, 2026New | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. AMD closed at $242.11 on Feb 3, 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. | |||||||||||||||||||||||||||||||
| Feb 3, 2026Filed 21 days later | Member | Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $100,001 - $250,000 | Notified Feb 3, 2026New | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. GOOGL closed at $339.71 on Feb 3, 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. | |||||||||||||||||||||||||||||||
| Feb 12, 2026Filed 12 days later | Member | Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $1,001 - $15,000 | Notified Feb 12, 2026New | ||||||||||||||||||||||||||
Disclosed 12 days after the trade. AAPL closed at $261.73 on Feb 12, 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. | |||||||||||||||||||||||||||||||
| Feb 3, 2026Filed 21 days later | Member | Lam Research Corporation - Common StockLRCXStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $15,001 - $50,000 | Notified Feb 3, 2026New | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. LRCX closed at $230.10 on Feb 3, 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. | |||||||||||||||||||||||||||||||
| Feb 3, 2026Filed 21 days later | Member | Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $100,001 - $250,000 | Notified Feb 3, 2026New | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. META closed at $691.70 on Feb 3, 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. | |||||||||||||||||||||||||||||||
| Feb 3, 2026Filed 21 days later | Member | Micron Technology, Inc. - Common StockMUStocks (including ADRs) [ST]Held in: Morgan Stanley - E*TRADE #2 | Purchase | $100,001 - $250,000 | Notified Feb 3, 2026New | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. MU closed at $419.44 on Feb 3, 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. | |||||||||||||||||||||||||||||||