Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)
Disclosed trades
Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.
Loading disclosed trades
Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 24, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
41 reported transactions in 13 electronically filed reports; latest filed Aug 25, 2026.
Periodic Transaction Report · filed Mar 21, 2025 · House Clerk
BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE
Corporate Securities (Bonds and Notes) [CS]
06051GLC1
Held in: Bill's IRA
Transaction date
Mar 6, 2025Filed 15 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Mar 21, 2025New
No ticker reported
BJ's Wholesale Club Holdings, Inc. Common StockBJ
Stocks (including ADRs) [ST]
Held in: Bill's IRA
Transaction date
Mar 3, 2025Filed 18 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Mar 21, 2025New
Disclosed 18 days after the trade. BJ closed at $99.41 on Mar 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 4, 2025
Mar 4, 2025
$101.09
+1.69%
$135 gain missed
Day of disclosureMar 21, 2025
Mar 21, 2025
$110.19
+10.8%
$868 gain missed
30 days afterApr 2, 2025
Apr 2, 2025
$114.97
+15.7%
$1,252 gain missed
90 days afterJun 2, 2025
Jun 2, 2025
$111.70
+12.4%
$989 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$102.33
+2.94%
$235 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.
GOLDMAN SACHS GROUP INC NOTE 5.79800% 08/10/2026 CALL MAKE WHOLE
Corporate Securities (Bonds and Notes) [CS]
38145GAM2
Held in: Bill's IRA
Transaction date
Feb 28, 2025Filed 21 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Mar 21, 2025New
No ticker reported
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029
Corporate Securities (Bonds and Notes) [CS]
46647PDU7
Held in: Bill's IRA
Transaction date
Mar 6, 2025Filed 15 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Mar 21, 2025New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Mar 6, 2025Filed 15 days later
Member
BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLECorporate Securities (Bonds and Notes) [CS]06051GLC1Held in: Bill's IRA
Purchase
$1,001 - $15,000
Notified Mar 21, 2025New
No ticker reported
Mar 3, 2025Filed 18 days later
Member
BJ's Wholesale Club Holdings, Inc. Common StockBJStocks (including ADRs) [ST]Held in: Bill's IRA
Sale
$1,001 - $15,000
Notified Mar 21, 2025New
Disclosed 18 days after the trade. BJ closed at $99.41 on Mar 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 4, 2025
Mar 4, 2025
$101.09
+1.69%
$135 gain missed
Day of disclosureMar 21, 2025
Mar 21, 2025
$110.19
+10.8%
$868 gain missed
30 days afterApr 2, 2025
Apr 2, 2025
$114.97
+15.7%
$1,252 gain missed
90 days afterJun 2, 2025
Jun 2, 2025
$111.70
+12.4%
$989 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$102.33
+2.94%
$235 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.
Feb 28, 2025Filed 21 days later
Member
GOLDMAN SACHS GROUP INC NOTE 5.79800% 08/10/2026 CALL MAKE WHOLECorporate Securities (Bonds and Notes) [CS]
No ticker reported
Periodic Transaction Report · filed Feb 25, 2025 · House Clerk
Disclosed 20 days after the trade. ACN closed at $398.25 on Feb 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 6, 2025
Feb 6, 2025
$387.34
−2.74%
−$219 loss
Day of disclosureFeb 25, 2025
Feb 25, 2025
$362.95
−8.86%
−$709 loss
30 days afterMar 7, 2025
Mar 7, 2025
$342.18
−14.1%
−$1,126 loss
90 days afterMay 6, 2025
May 6, 2025
$303.80
−23.7%
−$1,898 loss
Latest closeOct 20, 2026
Oct 20, 2026
$239.12
−40.0%
−$3,197 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.
Aramark Common StockARMK
Stocks (including ADRs) [ST]
Held in: Bill's IRA
Transaction date
Feb 5, 2025Filed 20 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Feb 24, 2025
Periodic Transaction Report · filed Jan 15, 2025 · House Clerk
Disclosed 8 days after the trade. ABNB closed at $131.29 on Jan 7, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 8, 2025
Jan 8, 2025
$130.80
−0.37%
$30 loss avoided
Day of disclosureJan 15, 2025
Jan 15, 2025
$132.52
+0.94%
$75 gain missed
30 days afterFeb 6, 2025
Feb 6, 2025
$132.57
+0.97%
$78 gain missed
90 days afterApr 7, 2025
Apr 7, 2025
$106.30
−19.0%
$1,523 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$176.94
+34.8%
$2,782 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Bill's IRA
Transaction date
Jan 7, 2025Filed 8 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jan 10, 2025
38145GAM2
Held in: Bill's IRA
Purchase
$15,001 - $50,000
Notified Mar 21, 2025New
Mar 6, 2025Filed 15 days later
Member
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029Corporate Securities (Bonds and Notes) [CS]46647PDU7Held in: Bill's IRA
Purchase
$1,001 - $15,000
Notified Mar 21, 2025New
No ticker reported
New
Disclosed 20 days after the trade. ARMK closed at $37.87 on Feb 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 6, 2025
Feb 6, 2025
$38.02
+0.40%
+$32 gain
Day of disclosureFeb 25, 2025
Feb 25, 2025
$36.88
−2.61%
−$209 loss
30 days afterMar 7, 2025
Mar 7, 2025
$35.93
−5.12%
−$410 loss
90 days afterMay 6, 2025
May 6, 2025
$37.64
−0.61%
−$49 loss
Latest closeOct 20, 2026
Oct 20, 2026
$56.12
+48.2%
+$3,856 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.
COCA COLA CO NOTE CALL MAKE WHOLE 5.00000% 05/13/2034
Corporate Securities (Bonds and Notes) [CS]
191216DR8
Held in: Bill's IRA
Transaction date
Feb 6, 2025Filed 19 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Feb 24, 2025New
No ticker reported
CoStar Group, Inc. - Common StockCSGP
Stocks (including ADRs) [ST]
Held in: Bill's IRA
Transaction date
Jan 21, 2025Filed 35 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Feb 24, 2025New
Disclosed 35 days after the trade. CSGP closed at $74.16 on Jan 21, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 22, 2025
Jan 22, 2025
$74.01
−0.20%
−$16 loss
Day of disclosureFeb 25, 2025
Feb 25, 2025
$77.60
+4.64%
+$371 gain
30 days afterFeb 20, 2025
Feb 20, 2025
$78.33
+5.62%
+$450 gain
90 days afterApr 21, 2025
Apr 21, 2025
$77.81
+4.92%
+$394 gain
Latest closeOct 20, 2026
Oct 20, 2026
$33.05
−55.4%
−$4,435 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.
GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032
Corporate Securities (Bonds and Notes) [CS]
37045VAZ3
Held in: Bill's IRA
Transaction date
Feb 6, 2025Filed 19 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Feb 24, 2025New
No ticker reported
KLA Corporation - Common StockKLAC
Stocks (including ADRs) [ST]
Held in: Bill's IRA
Transaction date
Jan 24, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Feb 24, 2025New
Disclosed 32 days after the trade. KLAC closed at $74.98 on Jan 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 27, 2025
Jan 27, 2025
$70.27
−6.28%
−$503 loss
Day of disclosureFeb 25, 2025
Feb 25, 2025
$72.50
−3.31%
−$265 loss
30 days afterFeb 24, 2025
Feb 24, 2025
$73.76
−1.63%
−$131 loss
90 days afterApr 24, 2025
Apr 24, 2025
$68.94
−8.06%
−$645 loss
Latest closeOct 20, 2026
Oct 20, 2026
$161.74
+115.7%
+$9,258 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: Bill's IRA
Transaction date
Jan 24, 2025Filed 32 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Feb 24, 2025New
Disclosed 32 days after the trade. LRCX closed at $79.68 on Jan 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 27, 2025
Jan 27, 2025
$75.63
−5.08%
$407 loss avoided
Day of disclosureFeb 25, 2025
Feb 25, 2025
$80.29
+0.77%
$61 gain missed
30 days afterFeb 24, 2025
Feb 24, 2025
$83.34
+4.59%
$368 gain missed
90 days afterApr 24, 2025
Apr 24, 2025
$70.90
−11.0%
$882 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$263.45
+230.6%
$18,453 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: Bill's IRA
Transaction date
Feb 5, 2025Filed 20 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Feb 24, 2025New
Disclosed 20 days after the trade. MSFT closed at $413.29 on Feb 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 6, 2025
Feb 6, 2025
$415.82
+0.61%
+$49 gain
Day of disclosureFeb 25, 2025
Feb 25, 2025
$397.90
−3.72%
−$298 loss
30 days afterMar 7, 2025
Mar 7, 2025
$393.31
−4.83%
−$387 loss
90 days afterMay 6, 2025
May 6, 2025
$433.31
+4.84%
+$388 gain
Latest closeOct 20, 2026
Oct 20, 2026
$531.87
+28.7%
+$2,296 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Pepsico, Inc.PEP
Stocks (including ADRs) [ST]
Held in: Bill's IRA
Transaction date
Feb 5, 2025Filed 20 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Feb 24, 2025New
Disclosed 20 days after the trade. PEP closed at $145.66 on Feb 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 6, 2025
Feb 6, 2025
$145.35
−0.21%
−$17 loss
Day of disclosureFeb 25, 2025
Feb 25, 2025
$156.42
+7.39%
+$591 gain
30 days afterMar 7, 2025
Mar 7, 2025
$154.44
+6.03%
+$482 gain
90 days afterMay 6, 2025
May 6, 2025
$130.74
−10.2%
−$820 loss
Latest closeOct 20, 2026
Oct 20, 2026
$134.02
−7.99%
−$639 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.
THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE
Corporate Securities (Bonds and Notes) [CS]
134429BP3
Held in: Bill's IRA
Transaction date
Feb 6, 2025Filed 19 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Feb 24, 2025New
No ticker reported
WELLS FARGO &CO SER W MTN 5.24400% 01/24/2031 CALL MAKE WHOLE
Corporate Securities (Bonds and Notes) [CS]
95000U3P6
Held in: Bill's IRA
Transaction date
Feb 6, 2025Filed 19 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Feb 24, 2025New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Feb 5, 2025Filed 20 days later
Member
Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Bill's IRA
Purchase
$1,001 - $15,000
Notified Feb 24, 2025New
Disclosed 20 days after the trade. ACN closed at $398.25 on Feb 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 6, 2025
Feb 6, 2025
$387.34
−2.74%
−$219 loss
Day of disclosureFeb 25, 2025
Feb 25, 2025
$362.95
−8.86%
−$709 loss
30 days afterMar 7, 2025
Mar 7, 2025
$342.18
−14.1%
−$1,126 loss
90 days afterMay 6, 2025
May 6, 2025
$303.80
−23.7%
−$1,898 loss
Latest closeOct 20, 2026
Oct 20, 2026
$239.12
−40.0%
−$3,197 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.
Feb 5, 2025Filed 20 days later
Member
Aramark Common StockARMKStocks (including ADRs) [ST]Held in: Bill's IRA
Purchase
$1,001 - $15,000
Notified Feb 24, 2025New
Disclosed 20 days after the trade. ARMK closed at $37.87 on Feb 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 6, 2025
Feb 6, 2025
$38.02
+0.40%
+$32 gain
Day of disclosureFeb 25, 2025
Feb 25, 2025
$36.88
−2.61%
−$209 loss
30 days afterMar 7, 2025
Mar 7, 2025
$35.93
−5.12%
−$410 loss
90 days afterMay 6, 2025
May 6, 2025
$37.64
−0.61%
−$49 loss
Latest closeOct 20, 2026
Oct 20, 2026
$56.12
+48.2%
+$3,856 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.
Feb 6, 2025Filed 19 days later
Member
COCA COLA CO NOTE CALL MAKE WHOLE 5.00000% 05/13/2034Corporate Securities (Bonds and Notes) [CS]191216DR8Held in: Bill's IRA
Purchase
$15,001 - $50,000
Notified Feb 24, 2025New
No ticker reported
Jan 21, 2025Filed 35 days later
Member
CoStar Group, Inc. - Common StockCSGPStocks (including ADRs) [ST]Held in: Bill's IRA
Purchase
$1,001 - $15,000
Notified Feb 24, 2025New
Disclosed 35 days after the trade. CSGP closed at $74.16 on Jan 21, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 22, 2025
Jan 22, 2025
$74.01
−0.20%
−$16 loss
Day of disclosureFeb 25, 2025
Feb 25, 2025
$77.60
+4.64%
+$371 gain
30 days afterFeb 20, 2025
Feb 20, 2025
$78.33
+5.62%
+$450 gain
90 days afterApr 21, 2025
Apr 21, 2025
$77.81
+4.92%
+$394 gain
Latest closeOct 20, 2026
Oct 20, 2026
$33.05
−55.4%
−$4,435 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.
Feb 6, 2025Filed 19 days later
Member
GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032Corporate Securities (Bonds and Notes) [CS]37045VAZ3Held in: Bill's IRA
Purchase
$1,001 - $15,000
Notified Feb 24, 2025New
No ticker reported
Jan 24, 2025Filed 32 days later
Member
KLA Corporation - Common StockKLACStocks (including ADRs) [ST]Held in: Bill's IRA
Purchase
$1,001 - $15,000
Notified Feb 24, 2025New
Disclosed 32 days after the trade. KLAC closed at $74.98 on Jan 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 27, 2025
Jan 27, 2025
$70.27
−6.28%
−$503 loss
Day of disclosureFeb 25, 2025
Feb 25, 2025
$72.50
−3.31%
−$265 loss
30 days afterFeb 24, 2025
Feb 24, 2025
$73.76
−1.63%
−$131 loss
90 days afterApr 24, 2025
Apr 24, 2025
$68.94
−8.06%
−$645 loss
Latest closeOct 20, 2026
Oct 20, 2026
$161.74
+115.7%
+$9,258 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.
Jan 24, 2025Filed 32 days later
Member
Lam Research Corporation - Common StockLRCXStocks (including ADRs) [ST]Held in: Bill's IRA
Sale
$1,001 - $15,000
Notified Feb 24, 2025New
Disclosed 32 days after the trade. LRCX closed at $79.68 on Jan 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 27, 2025
Jan 27, 2025
$75.63
−5.08%
$407 loss avoided
Day of disclosureFeb 25, 2025
Feb 25, 2025
$80.29
+0.77%
$61 gain missed
30 days afterFeb 24, 2025
Feb 24, 2025
$83.34
+4.59%
$368 gain missed
90 days afterApr 24, 2025
Apr 24, 2025
$70.90
−11.0%
$882 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$263.45
+230.6%
$18,453 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.
Feb 5, 2025Filed 20 days later
Member
Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Bill's IRA
Purchase
$1,001 - $15,000
Notified Feb 24, 2025New
Disclosed 20 days after the trade. MSFT closed at $413.29 on Feb 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 6, 2025
Feb 6, 2025
$415.82
+0.61%
+$49 gain
Day of disclosureFeb 25, 2025
Feb 25, 2025
$397.90
−3.72%
−$298 loss
30 days afterMar 7, 2025
Mar 7, 2025
$393.31
−4.83%
−$387 loss
90 days afterMay 6, 2025
May 6, 2025
$433.31
+4.84%
+$388 gain
Latest closeOct 20, 2026
Oct 20, 2026
$531.87
+28.7%
+$2,296 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Feb 5, 2025Filed 20 days later
Member
Pepsico, Inc.PEPStocks (including ADRs) [ST]Held in: Bill's IRA
Purchase
$1,001 - $15,000
Notified Feb 24, 2025New
Disclosed 20 days after the trade. PEP closed at $145.66 on Feb 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 6, 2025
Feb 6, 2025
$145.35
−0.21%
−$17 loss
Day of disclosureFeb 25, 2025
Feb 25, 2025
$156.42
+7.39%
+$591 gain
30 days afterMar 7, 2025
Mar 7, 2025
$154.44
+6.03%
+$482 gain
90 days afterMay 6, 2025
May 6, 2025
$130.74
−10.2%
−$820 loss
Latest closeOct 20, 2026
Oct 20, 2026
$134.02
−7.99%
−$639 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.
Feb 6, 2025Filed 19 days later
Member
THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLECorporate Securities (Bonds and Notes) [CS]134429BP3Held in: Bill's IRA
Purchase
$15,001 - $50,000
Notified Feb 24, 2025New
No ticker reported
Feb 6, 2025Filed 19 days later
Member
WELLS FARGO &CO SER W MTN 5.24400% 01/24/2031 CALL MAKE WHOLECorporate Securities (Bonds and Notes) [CS]95000U3P6Held in: Bill's IRA
Purchase
$15,001 - $50,000
Notified Feb 24, 2025New
No ticker reported
New
Disclosed 8 days after the trade. AMZN closed at $222.11 on Jan 7, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 8, 2025
Jan 8, 2025
$222.13
+0.01%
+$1 gain
Day of disclosureJan 15, 2025
Jan 15, 2025
$223.35
+0.56%
+$45 gain
30 days afterFeb 6, 2025
Feb 6, 2025
$238.83
+7.53%
+$602 gain
90 days afterApr 7, 2025
Apr 7, 2025
$175.26
−21.1%
−$1,688 loss
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+18.2%
+$1,460 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.
Fiserv, Inc. Common StockFI
Stocks (including ADRs) [ST]
Held in: Bill's IRA
Transaction date
Jan 7, 2025Filed 8 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jan 10, 2025New
Disclosed 8 days after the trade. FI closed at $203.82 on Jan 7, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 8, 2025
Jan 8, 2025
$205.23
+0.69%
+$55 gain
Day of disclosureJan 15, 2025
Jan 15, 2025
$204.25
+0.21%
+$17 gain
30 days afterFeb 6, 2025
Feb 6, 2025
$231.24
+13.5%
+$1,076 gain
90 days afterApr 7, 2025
Apr 7, 2025
$198.44
−2.64%
−$211 loss
Latest closeNov 19, 2025
Nov 19, 2025
$61.17
−70.0%
−$5,600 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
Jan 7, 2025Filed 8 days later
Member
Airbnb, Inc. - Class A Common StockABNBStocks (including ADRs) [ST]Held in: Bill's IRA
Sale
$1,001 - $15,000
Notified Jan 10, 2025New
Disclosed 8 days after the trade. ABNB closed at $131.29 on Jan 7, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeJan 8, 2025
Jan 8, 2025
$130.80
−0.37%
$30 loss avoided
Day of disclosureJan 15, 2025
Jan 15, 2025
$132.52
+0.94%
$75 gain missed
30 days afterFeb 6, 2025
Feb 6, 2025
$132.57
+0.97%
$78 gain missed
90 days afterApr 7, 2025
Apr 7, 2025
$106.30
−19.0%
$1,523 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$176.94
+34.8%
$2,782 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 7, 2025Filed 8 days later
Member
Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Bill's IRA
Purchase
$1,001 - $15,000
Notified Jan 10, 2025New
Disclosed 8 days after the trade. AMZN closed at $222.11 on Jan 7, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 8, 2025
Jan 8, 2025
$222.13
+0.01%
+$1 gain
Day of disclosureJan 15, 2025
Jan 15, 2025
$223.35
+0.56%
+$45 gain
30 days afterFeb 6, 2025
Feb 6, 2025
$238.83
+7.53%
+$602 gain
90 days afterApr 7, 2025
Apr 7, 2025
$175.26
−21.1%
−$1,688 loss
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+18.2%
+$1,460 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.
Jan 7, 2025Filed 8 days later
Member
Fiserv, Inc. Common StockFIStocks (including ADRs) [ST]Held in: Bill's IRA
Purchase
$1,001 - $15,000
Notified Jan 10, 2025New
Disclosed 8 days after the trade. FI closed at $203.82 on Jan 7, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeJan 8, 2025
Jan 8, 2025
$205.23
+0.69%
+$55 gain
Day of disclosureJan 15, 2025
Jan 15, 2025
$204.25
+0.21%
+$17 gain
30 days afterFeb 6, 2025
Feb 6, 2025
$231.24
+13.5%
+$1,076 gain
90 days afterApr 7, 2025
Apr 7, 2025
$198.44
−2.64%
−$211 loss
Latest closeNov 19, 2025
Nov 19, 2025
$61.17
−70.0%
−$5,600 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.
