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Disclosed trades
Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.
Loading disclosed trades
Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
57 reported transactions in 4 electronically filed reports; latest filed May 13, 2025.
Periodic Transaction Report · filed May 13, 2025 · House Clerk
Shares received in exchange for Pioneer Natural Resources Company (PXD) shares as a result of merger.
Held in: Sarah Landsman Traditional IRA
Comment: All-stock exchange applied to all PXD shareholders when PXD was acquired by XOM. This transaction was automatic; it was not directed or requested by the filer, his spouse, or their financial manager
Transaction date
May 6, 2024Filed 372 days later · past 45 days
Type
Exchange
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 21, 2025New
Disclosed 372 days after the trade. XOM closed at $116.75 on May 6, 2024; changes are measured from that close.
Point
Session
Close
Change
Day after the tradeMay 7, 2024
May 7, 2024
$116.17
−0.50%
Day of disclosureMay 13, 2025
May 13, 2025
$109.46
−6.24%
30 days afterJun 5, 2024
Jun 5, 2024
$113.12
−3.11%
90 days afterAug 5, 2024
Aug 5, 2024
$114.77
−1.70%
Latest closeOct 20, 2026
Oct 20, 2026
$177.86
+52.3%
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Kroger CompanyKR
Stocks (including ADRs) [ST]
Held in: Fidelity Brokerage
Transaction date
May 9, 2025Filed 4 days later
Type
Sale
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified May 12, 2025New
Disclosed 4 days after the trade. KR closed at $71.87 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $375,001 sold
Day after the tradeMay 12, 2025
May 12, 2025
$69.04
−3.94%
$14,766 loss avoided
Day of disclosureMay 13, 2025
May 13, 2025
$67.49
−6.09%
$22,854 loss avoided
30 days afterJun 9, 2025
Jun 9, 2025
$65.49
−8.88%
$33,289 loss avoided
90 days afterAug 7, 2025
Aug 7, 2025
$73.76
+2.63%
$9,862 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$62.98
−12.4%
$46,386 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
May 6, 2024Filed 372 days later · past 45 days
Spouse
Exxon Mobil Corporation Common StockXOMStocks (including ADRs) [ST]Shares received in exchange for Pioneer Natural Resources Company (PXD) shares as a result of merger.Held in: Sarah Landsman Traditional IRAComment: All-stock exchange applied to all PXD shareholders when PXD was acquired by XOM. This transaction was automatic; it was not directed or requested by the filer, his spouse, or their financial manager
Exchange
$1,001 - $15,000
Notified Apr 21, 2025New
Disclosed 372 days after the trade. XOM closed at $116.75 on May 6, 2024; changes are measured from that close.
Point
Session
Close
Change
Day after the tradeMay 7, 2024
May 7, 2024
$116.17
−0.50%
Day of disclosureMay 13, 2025
May 13, 2025
$109.46
−6.24%
30 days afterJun 5, 2024
Jun 5, 2024
$113.12
−3.11%
90 days afterAug 5, 2024
Aug 5, 2024
$114.77
−1.70%
Latest closeOct 20, 2026
Oct 20, 2026
$177.86
+52.3%
Estimates: filers report neither the price nor the 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 4 days after the trade. KR closed at $71.87 on May 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $375,001 sold
Day after the tradeMay 12, 2025
May 12, 2025
$69.04
−3.94%
$14,766 loss avoided
Day of disclosureMay 13, 2025
May 13, 2025
$67.49
−6.09%
$22,854 loss avoided
30 days afterJun 9, 2025
Jun 9, 2025
$65.49
−8.88%
$33,289 loss avoided
90 days afterAug 7, 2025
Aug 7, 2025
$73.76
+2.63%
$9,862 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$62.98
−12.4%
$46,386 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.
Disclosed 12 days after the trade. ACN closed at $308.53 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$304.33
−1.36%
$109 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$281.39
−8.80%
$704 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$293.25
−4.95%
$396 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$294.60
−4.51%
$361 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$239.12
−22.5%
$1,800 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.
Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Periodic Transaction Report · filed Mar 5, 2025 · House Clerk
Disclosed 13 days after the trade. AMZN closed at $222.88 on Feb 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeFeb 21, 2025
Feb 21, 2025
$216.58
−2.83%
−$919 loss
Day of disclosureMar 5, 2025
Mar 5, 2025
$208.36
−6.51%
−$2,117 loss
30 days afterMar 24, 2025
Mar 24, 2025
$203.26
−8.80%
−$2,861 loss
90 days afterMay 21, 2025
May 21, 2025
$201.12
−9.76%
−$3,173 loss
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+17.8%
+$5,796 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: Rockefeller Capital Management (1)
Transaction date
Feb 26, 2025Filed 7 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Periodic Transaction Report · filed Jan 15, 2025 · House Clerk
Disclosed 27 days after the trade. BLK closed at $1,016.33 on Dec 19, 2024; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeDec 20, 2024
Dec 20, 2024
$1,028.69
+1.22%
+$97 gain
Day of disclosureJan 15, 2025
Jan 15, 2025
$1,013.18
−0.31%
−$25 loss
30 days afterJan 21, 2025
Jan 21, 2025
$1,012.09
−0.42%
−$33 loss
90 days afterMar 19, 2025
Mar 19, 2025
$957.23
−5.82%
−$465 loss
Latest closeOct 20, 2026
Oct 20, 2026
$1,128.68
+11.1%
+$884 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.
United Rentals, Inc. Common StockURI
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Dec 19, 2024Filed 27 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified May 12, 2025New
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. GOOGL closed at $162.24 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$154.33
−4.88%
$1,585 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$144.70
−10.8%
$3,514 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$160.61
−1.00%
$327 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$170.68
+5.20%
$1,691 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$340.28
+109.7%
$35,665 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: Rockefeller Capital Management (1)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. AMZN closed at $201.36 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$192.72
−4.29%
$343 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$170.66
−15.2%
$1,220 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$187.70
−6.78%
$543 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$211.99
+5.28%
$422 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+30.4%
$2,435 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.
Ameriprise Financial, Inc. Common StockAMP
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. AMP closed at $498.84 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$482.22
−3.33%
$267 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$426.02
−14.6%
$1,168 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$468.38
−6.11%
$489 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$524.02
+5.05%
$404 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$487.67
−2.24%
$179 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.
Ameriprise Financial, Inc. Common StockAMP
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. AMP closed at $498.84 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$482.22
−3.33%
$267 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$426.02
−14.6%
$1,168 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$468.38
−6.11%
$489 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$524.02
+5.05%
$404 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$487.67
−2.24%
$179 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. AAPL closed at $223.85 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$217.90
−2.66%
$864 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$172.42
−23.0%
$7,467 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$210.14
−6.12%
$1,991 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$201.56
−9.96%
$3,236 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+51.7%
$16,791 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (2)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. AAPL closed at $223.85 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$217.90
−2.66%
$864 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$172.42
−23.0%
$7,467 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$210.14
−6.12%
$1,991 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$201.56
−9.96%
$3,236 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+51.7%
$16,791 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Arista Networks, Inc. Common StockANET
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. ANET closed at $78.96 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$77.94
−1.29%
$103 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$69.50
−12.0%
$959 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$78.31
−0.82%
$66 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$96.31
+22.0%
$1,758 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$181.19
+129.5%
$10,359 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
BlackRock, Inc. Common StockBLK
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. BLK closed at $967.94 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$946.70
−2.19%
$176 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$815.72
−15.7%
$1,258 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$913.74
−5.60%
$448 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$1,018.08
+5.18%
$414 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$1,128.68
+16.6%
$1,329 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.
Bristol-Myers Squibb Company Common StockBMY
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (2)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. BMY closed at $58.90 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$60.02
+1.90%
$152 gain missed
Day of disclosureApr 8, 2025
Apr 8, 2025
$53.07
−9.90%
$792 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$48.46
−17.7%
$1,418 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$46.68
−20.7%
$1,660 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$61.68
+4.72%
$378 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.
Cadence Design Systems, Inc. - Common StockCDNS
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. CDNS closed at $262.54 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$256.69
−2.23%
$178 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$231.64
−11.8%
$942 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$285.74
+8.84%
$707 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$297.53
+13.3%
$1,066 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$319.87
+21.8%
$1,747 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.
Cencora, Inc. Common StockCOR
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. COR closed at $273.97 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$275.21
+0.45%
$147 gain missed
Day of disclosureApr 8, 2025
Apr 8, 2025
$274.73
+0.28%
$90 gain missed
30 days afterApr 28, 2025
Apr 28, 2025
$287.75
+5.03%
$1,635 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$292.32
+6.70%
$2,177 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$343.27
+25.3%
$8,221 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.
Costco Wholesale Corporation - Common StockCOST
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. COST closed at $938.75 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$929.66
−0.97%
$77 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$908.75
−3.20%
$256 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$978.54
+4.24%
$339 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$986.54
+5.09%
$407 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$994.61
+5.95%
$476 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.
Costco Wholesale Corporation - Common StockCOST
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. COST closed at $938.75 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$929.66
−0.97%
$77 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$908.75
−3.20%
$256 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$978.54
+4.24%
$339 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$986.54
+5.09%
$407 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$994.61
+5.95%
$476 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.
Costco Wholesale Corporation - Common StockCOST
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (2)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. COST closed at $938.75 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$929.66
−0.97%
$315 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$908.75
−3.20%
$1,039 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$978.54
+4.24%
$1,378 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$986.54
+5.09%
$1,655 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$994.61
+5.95%
$1,934 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.
CrowdStrike Holdings, Inc. - Class A Common StockCRWD
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. CRWD closed at $91.64 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$89.28
−2.58%
$206 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$81.26
−11.3%
$906 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$105.77
+15.4%
$1,234 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$123.52
+34.8%
$2,784 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$227.37
+148.1%
$11,850 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.
Danaher Corporation Common StockDHR
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. DHR closed at $210.11 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$205.85
−2.03%
$162 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$174.64
−16.9%
$1,351 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$195.91
−6.76%
$541 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$201.00
−4.34%
$347 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$224.24
+6.73%
$538 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.
Dollar General Corporation Common StockDG
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. DG closed at $87.54 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$86.10
−1.64%
$132 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$87.70
+0.18%
$15 gain missed
30 days afterApr 28, 2025
Apr 28, 2025
$92.46
+5.62%
$450 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$112.77
+28.8%
$2,306 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$134.19
+53.3%
$4,264 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.
Equinix, Inc. - Common StockEQIX
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. EQIX closed at $825.31 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$803.00
−2.70%
$216 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$740.07
−10.3%
$826 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$844.68
+2.35%
$188 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$824.31
−0.12%
$10 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$987.44
+19.6%
$1,572 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.
Fifth Third Bancorp - Common StockFITB
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (2)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. FITB closed at $39.77 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$38.44
−3.34%
$268 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$33.42
−16.0%
$1,278 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$35.74
−10.1%
$811 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$40.68
+2.29%
$183 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$52.41
+31.8%
$2,543 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.
Home Depot, Inc.HD
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. HD closed at $362.73 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$358.15
−1.26%
$101 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$335.24
−7.58%
$606 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$356.92
−1.60%
$128 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$361.86
−0.24%
$19 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$315.11
−13.1%
$1,050 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.
Honeywell International Inc.HON
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. HON closed at $211.70 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$207.91
−1.79%
$143 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$180.75
−14.6%
$1,170 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$198.35
−6.31%
$505 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$219.23
+3.56%
$285 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$213.32
+0.76%
$61 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
JP Morgan Chase & Co. Common StockJPM
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (2)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. JPM closed at $248.12 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$242.85
−2.12%
$690 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$216.87
−12.6%
$4,093 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$243.22
−1.97%
$642 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$284.06
+14.5%
$4,708 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$335.26
+35.1%
$11,414 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.
L3Harris Technologies, Inc. Common StockLHX
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. LHX closed at $212.70 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$207.75
−2.33%
$186 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$200.75
−5.62%
$450 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$218.76
+2.85%
$228 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$247.87
+16.5%
$1,323 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$248.77
+17.0%
$1,357 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: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. MSFT closed at $390.58 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$378.80
−3.02%
$2,262 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$354.56
−9.22%
$6,917 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$391.16
+0.15%
$111 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$492.27
+26.0%
$19,527 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$531.87
+36.2%
$27,131 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: Rockefeller Capital Management (2)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$50,001 - $100,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. MSFT closed at $390.58 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$378.80
−3.02%
$2,262 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$354.56
−9.22%
$6,917 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$391.16
+0.15%
$111 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$492.27
+26.0%
$19,527 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$531.87
+36.2%
$27,131 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: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. NVDA closed at $111.43 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$109.67
−1.58%
$513 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$96.30
−13.6%
$4,413 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$108.73
−2.42%
$788 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$154.31
+38.5%
$12,507 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+94.3%
$30,637 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: Rockefeller Capital Management (1)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. NVDA closed at $111.43 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$109.67
−1.58%
$126 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$96.30
−13.6%
$1,086 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$108.73
−2.42%
$194 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$154.31
+38.5%
$3,079 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+94.3%
$7,542 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.
O'Reilly Automotive, Inc. - Common StockORLY
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. ORLY closed at $94.91 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$93.90
−1.06%
$344 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$87.68
−7.62%
$2,475 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$91.34
−3.76%
$1,220 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$87.84
−7.45%
$2,420 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$90.02
−5.15%
$1,674 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.
Parker-Hannifin Corporation Common StockPH
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. PH closed at $626.26 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$601.43
−3.96%
$1,289 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$525.48
−16.1%
$5,230 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$597.09
−4.66%
$1,514 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$673.51
+7.54%
$2,452 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$944.61
+50.8%
$16,521 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.
Parker-Hannifin Corporation Common StockPH
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. PH closed at $626.26 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$601.43
−3.96%
$317 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$525.48
−16.1%
$1,288 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$597.09
−4.66%
$373 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$673.51
+7.54%
$604 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$944.61
+50.8%
$4,067 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.
Philip Morris International Inc Common StockPM
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (2)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. PM closed at $155.01 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$155.16
+0.10%
$31 gain missed
Day of disclosureApr 8, 2025
Apr 8, 2025
$149.23
−3.73%
$1,212 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$169.17
+9.13%
$2,969 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$179.60
+15.9%
$5,156 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$199.90
+29.0%
$9,412 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.
Procter & Gamble CompanyPG
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (2)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. PG closed at $168.71 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$168.03
−0.40%
$131 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$158.39
−6.12%
$1,988 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$161.85
−4.07%
$1,322 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$158.97
−5.77%
$1,876 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$159.32
−5.57%
$1,809 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.
Salesforce, Inc. Common StockCRM
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. CRM closed at $277.81 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$269.97
−2.82%
$917 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$243.99
−12.2%
$3,957 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$265.64
−4.38%
$1,424 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$267.76
−3.62%
$1,176 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$242.43
−12.7%
$4,139 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.
Simon Property Group, Inc. Common StockSPG
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (2)
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. SPG closed at $165.85 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$164.28
−0.95%
$308 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$140.37
−15.4%
$4,993 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$158.51
−4.43%
$1,438 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$157.40
−5.09%
$1,656 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$206.99
+24.8%
$8,062 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.
TE Connectivity plc Ordinary SharesTEL
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 25, 2025Filed 14 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 14 days after the trade. TEL closed at $150.80 on Mar 25, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 26, 2025
Mar 26, 2025
$149.74
−0.70%
$228 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$122.32
−18.9%
$6,138 loss avoided
30 days afterApr 24, 2025
Apr 24, 2025
$143.52
−4.83%
$1,569 loss avoided
90 days afterJun 23, 2025
Jun 23, 2025
$165.82
+9.96%
$3,237 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$213.66
+41.7%
$13,548 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.
Thermo Fisher Scientific Inc Common StockTMO
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. TMO closed at $511.68 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$500.16
−2.25%
$180 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$419.31
−18.1%
$1,444 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$421.34
−17.7%
$1,413 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$410.65
−19.7%
$1,580 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$687.37
+34.3%
$2,747 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.
Uber Technologies, Inc. Common StockUBER
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. UBER closed at $74.86 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$72.75
−2.82%
$226 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$65.07
−13.1%
$1,046 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$78.33
+4.64%
$371 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$90.90
+21.4%
$1,714 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$68.94
−7.91%
$633 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.
United Rentals, Inc. Common StockURI
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. URI closed at $645.92 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$627.65
−2.83%
$919 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$551.94
−14.5%
$4,729 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$629.18
−2.59%
$842 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$736.18
+14.0%
$4,542 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$1,043.87
+61.6%
$20,024 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.
UnitedHealth Group Incorporated Common StockUNH
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. UNH closed at $515.72 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$516.04
+0.06%
$20 gain missed
Day of disclosureApr 8, 2025
Apr 8, 2025
$553.08
+7.24%
$2,354 gain missed
30 days afterApr 28, 2025
Apr 28, 2025
$420.00
−18.6%
$6,032 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$302.02
−41.4%
$13,468 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$419.26
−18.7%
$6,079 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.
Visa Inc.V
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. V closed at $349.86 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$342.85
−2.00%
$651 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$308.27
−11.9%
$3,864 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$337.51
−3.53%
$1,147 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$345.26
−1.31%
$427 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$406.57
+16.2%
$5,268 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.
Walt Disney CompanyDIS
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. DIS closed at $100.45 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$98.07
−2.37%
$190 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$81.72
−18.6%
$1,492 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$90.16
−10.2%
$820 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$119.42
+18.9%
$1,511 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$111.67
+11.2%
$894 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Zoetis Inc. Class A Common StockZTS
Stocks (including ADRs) [ST]
Held in: Sarah Landsman Traditional IRA
Transaction date
Mar 27, 2025Filed 12 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Apr 4, 2025New
Disclosed 12 days after the trade. ZTS closed at $165.02 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$163.11
−1.16%
$93 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$144.41
−12.5%
$999 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$153.57
−6.94%
$555 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$157.23
−4.72%
$378 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$80.04
−51.5%
$4,120 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
Mar 27, 2025Filed 12 days later
Spouse
Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. ACN closed at $308.53 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$304.33
−1.36%
$109 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$281.39
−8.80%
$704 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$293.25
−4.95%
$396 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$294.60
−4.51%
$361 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$239.12
−22.5%
$1,800 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.
Mar 27, 2025Filed 12 days later
Spouse
Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. GOOGL closed at $162.24 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$154.33
−4.88%
$1,585 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$144.70
−10.8%
$3,514 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$160.61
−1.00%
$327 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$170.68
+5.20%
$1,691 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$340.28
+109.7%
$35,665 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.
Mar 27, 2025Filed 12 days later
Joint
Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. AMZN closed at $201.36 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$192.72
−4.29%
$343 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$170.66
−15.2%
$1,220 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$187.70
−6.78%
$543 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$211.99
+5.28%
$422 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+30.4%
$2,435 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.
Mar 27, 2025Filed 12 days later
Joint
Ameriprise Financial, Inc. Common StockAMPStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. AMP closed at $498.84 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$482.22
−3.33%
$267 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$426.02
−14.6%
$1,168 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$468.38
−6.11%
$489 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$524.02
+5.05%
$404 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$487.67
−2.24%
$179 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.
Mar 27, 2025Filed 12 days later
Spouse
Ameriprise Financial, Inc. Common StockAMPStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. AMP closed at $498.84 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$482.22
−3.33%
$267 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$426.02
−14.6%
$1,168 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$468.38
−6.11%
$489 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$524.02
+5.05%
$404 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$487.67
−2.24%
$179 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.
Mar 27, 2025Filed 12 days later
Spouse
Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. AAPL closed at $223.85 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$217.90
−2.66%
$864 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$172.42
−23.0%
$7,467 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$210.14
−6.12%
$1,991 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$201.56
−9.96%
$3,236 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+51.7%
$16,791 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.
Mar 27, 2025Filed 12 days later
Joint
Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (2)
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. AAPL closed at $223.85 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$217.90
−2.66%
$864 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$172.42
−23.0%
$7,467 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$210.14
−6.12%
$1,991 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$201.56
−9.96%
$3,236 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+51.7%
$16,791 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.
Mar 27, 2025Filed 12 days later
Spouse
Arista Networks, Inc. Common StockANETStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. ANET closed at $78.96 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$77.94
−1.29%
$103 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$69.50
−12.0%
$959 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$78.31
−0.82%
$66 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$96.31
+22.0%
$1,758 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$181.19
+129.5%
$10,359 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.
Mar 27, 2025Filed 12 days later
Spouse
BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. BLK closed at $967.94 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$946.70
−2.19%
$176 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$815.72
−15.7%
$1,258 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$913.74
−5.60%
$448 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$1,018.08
+5.18%
$414 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$1,128.68
+16.6%
$1,329 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.
Mar 27, 2025Filed 12 days later
Joint
Bristol-Myers Squibb Company Common StockBMYStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (2)
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. BMY closed at $58.90 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$60.02
+1.90%
$152 gain missed
Day of disclosureApr 8, 2025
Apr 8, 2025
$53.07
−9.90%
$792 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$48.46
−17.7%
$1,418 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$46.68
−20.7%
$1,660 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$61.68
+4.72%
$378 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.
Mar 27, 2025Filed 12 days later
Spouse
Cadence Design Systems, Inc. - Common StockCDNSStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. CDNS closed at $262.54 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$256.69
−2.23%
$178 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$231.64
−11.8%
$942 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$285.74
+8.84%
$707 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$297.53
+13.3%
$1,066 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$319.87
+21.8%
$1,747 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.
Mar 27, 2025Filed 12 days later
Spouse
Cencora, Inc. Common StockCORStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. COR closed at $273.97 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$275.21
+0.45%
$147 gain missed
Day of disclosureApr 8, 2025
Apr 8, 2025
$274.73
+0.28%
$90 gain missed
30 days afterApr 28, 2025
Apr 28, 2025
$287.75
+5.03%
$1,635 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$292.32
+6.70%
$2,177 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$343.27
+25.3%
$8,221 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.
Mar 27, 2025Filed 12 days later
Joint
Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. COST closed at $938.75 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$929.66
−0.97%
$77 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$908.75
−3.20%
$256 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$978.54
+4.24%
$339 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$986.54
+5.09%
$407 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$994.61
+5.95%
$476 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.
Mar 27, 2025Filed 12 days later
Spouse
Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. COST closed at $938.75 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$929.66
−0.97%
$77 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$908.75
−3.20%
$256 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$978.54
+4.24%
$339 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$986.54
+5.09%
$407 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$994.61
+5.95%
$476 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.
Mar 27, 2025Filed 12 days later
Joint
Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (2)
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. COST closed at $938.75 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$929.66
−0.97%
$315 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$908.75
−3.20%
$1,039 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$978.54
+4.24%
$1,378 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$986.54
+5.09%
$1,655 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$994.61
+5.95%
$1,934 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.
Mar 27, 2025Filed 12 days later
Joint
CrowdStrike Holdings, Inc. - Class A Common StockCRWDStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. CRWD closed at $91.64 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$89.28
−2.58%
$206 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$81.26
−11.3%
$906 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$105.77
+15.4%
$1,234 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$123.52
+34.8%
$2,784 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$227.37
+148.1%
$11,850 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.
Mar 27, 2025Filed 12 days later
Spouse
Danaher Corporation Common StockDHRStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. DHR closed at $210.11 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$205.85
−2.03%
$162 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$174.64
−16.9%
$1,351 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$195.91
−6.76%
$541 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$201.00
−4.34%
$347 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$224.24
+6.73%
$538 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.
Mar 27, 2025Filed 12 days later
Spouse
Dollar General Corporation Common StockDGStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. DG closed at $87.54 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$86.10
−1.64%
$132 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$87.70
+0.18%
$15 gain missed
30 days afterApr 28, 2025
Apr 28, 2025
$92.46
+5.62%
$450 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$112.77
+28.8%
$2,306 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$134.19
+53.3%
$4,264 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.
Mar 27, 2025Filed 12 days later
Spouse
Equinix, Inc. - Common StockEQIXStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. EQIX closed at $825.31 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$803.00
−2.70%
$216 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$740.07
−10.3%
$826 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$844.68
+2.35%
$188 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$824.31
−0.12%
$10 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$987.44
+19.6%
$1,572 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.
Mar 27, 2025Filed 12 days later
Joint
Fifth Third Bancorp - Common StockFITBStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (2)
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. FITB closed at $39.77 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$38.44
−3.34%
$268 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$33.42
−16.0%
$1,278 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$35.74
−10.1%
$811 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$40.68
+2.29%
$183 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$52.41
+31.8%
$2,543 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.
Mar 27, 2025Filed 12 days later
Spouse
Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. HD closed at $362.73 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$358.15
−1.26%
$101 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$335.24
−7.58%
$606 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$356.92
−1.60%
$128 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$361.86
−0.24%
$19 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$315.11
−13.1%
$1,050 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.
Mar 27, 2025Filed 12 days later
Spouse
Honeywell International Inc.HONStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. HON closed at $211.70 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$207.91
−1.79%
$143 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$180.75
−14.6%
$1,170 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$198.35
−6.31%
$505 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$219.23
+3.56%
$285 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$213.32
+0.76%
$61 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.
Mar 27, 2025Filed 12 days later
Joint
JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (2)
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. JPM closed at $248.12 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$242.85
−2.12%
$690 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$216.87
−12.6%
$4,093 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$243.22
−1.97%
$642 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$284.06
+14.5%
$4,708 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$335.26
+35.1%
$11,414 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.
Mar 27, 2025Filed 12 days later
Spouse
L3Harris Technologies, Inc. Common StockLHXStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. LHX closed at $212.70 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$207.75
−2.33%
$186 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$200.75
−5.62%
$450 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$218.76
+2.85%
$228 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$247.87
+16.5%
$1,323 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$248.77
+17.0%
$1,357 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.
Mar 27, 2025Filed 12 days later
Spouse
Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$50,001 - $100,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. MSFT closed at $390.58 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$378.80
−3.02%
$2,262 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$354.56
−9.22%
$6,917 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$391.16
+0.15%
$111 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$492.27
+26.0%
$19,527 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$531.87
+36.2%
$27,131 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.
Mar 27, 2025Filed 12 days later
Joint
Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (2)
Sale
$50,001 - $100,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. MSFT closed at $390.58 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$378.80
−3.02%
$2,262 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$354.56
−9.22%
$6,917 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$391.16
+0.15%
$111 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$492.27
+26.0%
$19,527 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$531.87
+36.2%
$27,131 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.
Mar 27, 2025Filed 12 days later
Spouse
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. NVDA closed at $111.43 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$109.67
−1.58%
$513 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$96.30
−13.6%
$4,413 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$108.73
−2.42%
$788 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$154.31
+38.5%
$12,507 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+94.3%
$30,637 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.
Mar 27, 2025Filed 12 days later
Joint
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. NVDA closed at $111.43 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$109.67
−1.58%
$126 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$96.30
−13.6%
$1,086 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$108.73
−2.42%
$194 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$154.31
+38.5%
$3,079 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+94.3%
$7,542 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.
Mar 27, 2025Filed 12 days later
Spouse
O'Reilly Automotive, Inc. - Common StockORLYStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. ORLY closed at $94.91 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$93.90
−1.06%
$344 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$87.68
−7.62%
$2,475 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$91.34
−3.76%
$1,220 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$87.84
−7.45%
$2,420 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$90.02
−5.15%
$1,674 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.
Mar 27, 2025Filed 12 days later
Spouse
Parker-Hannifin Corporation Common StockPHStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. PH closed at $626.26 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$601.43
−3.96%
$1,289 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$525.48
−16.1%
$5,230 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$597.09
−4.66%
$1,514 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$673.51
+7.54%
$2,452 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$944.61
+50.8%
$16,521 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.
Mar 27, 2025Filed 12 days later
Joint
Parker-Hannifin Corporation Common StockPHStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. PH closed at $626.26 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$601.43
−3.96%
$317 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$525.48
−16.1%
$1,288 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$597.09
−4.66%
$373 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$673.51
+7.54%
$604 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$944.61
+50.8%
$4,067 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.
Mar 27, 2025Filed 12 days later
Joint
Philip Morris International Inc Common StockPMStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (2)
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. PM closed at $155.01 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$155.16
+0.10%
$31 gain missed
Day of disclosureApr 8, 2025
Apr 8, 2025
$149.23
−3.73%
$1,212 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$169.17
+9.13%
$2,969 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$179.60
+15.9%
$5,156 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$199.90
+29.0%
$9,412 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 12 days after the trade. PG closed at $168.71 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$168.03
−0.40%
$131 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$158.39
−6.12%
$1,988 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$161.85
−4.07%
$1,322 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$158.97
−5.77%
$1,876 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$159.32
−5.57%
$1,809 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.
Mar 27, 2025Filed 12 days later
Spouse
Salesforce, Inc. Common StockCRMStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. CRM closed at $277.81 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$269.97
−2.82%
$917 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$243.99
−12.2%
$3,957 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$265.64
−4.38%
$1,424 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$267.76
−3.62%
$1,176 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$242.43
−12.7%
$4,139 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.
Mar 27, 2025Filed 12 days later
Joint
Simon Property Group, Inc. Common StockSPGStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (2)
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. SPG closed at $165.85 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$164.28
−0.95%
$308 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$140.37
−15.4%
$4,993 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$158.51
−4.43%
$1,438 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$157.40
−5.09%
$1,656 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$206.99
+24.8%
$8,062 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.
Mar 25, 2025Filed 14 days later
Spouse
TE Connectivity plc Ordinary SharesTELStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 14 days after the trade. TEL closed at $150.80 on Mar 25, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 26, 2025
Mar 26, 2025
$149.74
−0.70%
$228 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$122.32
−18.9%
$6,138 loss avoided
30 days afterApr 24, 2025
Apr 24, 2025
$143.52
−4.83%
$1,569 loss avoided
90 days afterJun 23, 2025
Jun 23, 2025
$165.82
+9.96%
$3,237 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$213.66
+41.7%
$13,548 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.
Mar 27, 2025Filed 12 days later
Spouse
Thermo Fisher Scientific Inc Common StockTMOStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. TMO closed at $511.68 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$500.16
−2.25%
$180 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$419.31
−18.1%
$1,444 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$421.34
−17.7%
$1,413 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$410.65
−19.7%
$1,580 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$687.37
+34.3%
$2,747 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.
Mar 27, 2025Filed 12 days later
Spouse
Uber Technologies, Inc. Common StockUBERStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. UBER closed at $74.86 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$72.75
−2.82%
$226 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$65.07
−13.1%
$1,046 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$78.33
+4.64%
$371 gain missed
90 days afterJun 25, 2025
Jun 25, 2025
$90.90
+21.4%
$1,714 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$68.94
−7.91%
$633 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.
Mar 27, 2025Filed 12 days later
Spouse
United Rentals, Inc. Common StockURIStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. URI closed at $645.92 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$627.65
−2.83%
$919 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$551.94
−14.5%
$4,729 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$629.18
−2.59%
$842 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$736.18
+14.0%
$4,542 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$1,043.87
+61.6%
$20,024 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.
Mar 27, 2025Filed 12 days later
Spouse
UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. UNH closed at $515.72 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$516.04
+0.06%
$20 gain missed
Day of disclosureApr 8, 2025
Apr 8, 2025
$553.08
+7.24%
$2,354 gain missed
30 days afterApr 28, 2025
Apr 28, 2025
$420.00
−18.6%
$6,032 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$302.02
−41.4%
$13,468 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$419.26
−18.7%
$6,079 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.
Mar 27, 2025Filed 12 days later
Spouse
Visa Inc.VStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. V closed at $349.86 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$342.85
−2.00%
$651 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$308.27
−11.9%
$3,864 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$337.51
−3.53%
$1,147 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$345.26
−1.31%
$427 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$406.57
+16.2%
$5,268 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.
Mar 27, 2025Filed 12 days later
Spouse
Walt Disney CompanyDISStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. DIS closed at $100.45 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$98.07
−2.37%
$190 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$81.72
−18.6%
$1,492 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$90.16
−10.2%
$820 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$119.42
+18.9%
$1,511 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$111.67
+11.2%
$894 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 27, 2025Filed 12 days later
Spouse
Zoetis Inc. Class A Common StockZTSStocks (including ADRs) [ST]Held in: Sarah Landsman Traditional IRA
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 12 days after the trade. ZTS closed at $165.02 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 28, 2025
Mar 28, 2025
$163.11
−1.16%
$93 loss avoided
Day of disclosureApr 8, 2025
Apr 8, 2025
$144.41
−12.5%
$999 loss avoided
30 days afterApr 28, 2025
Apr 28, 2025
$153.57
−6.94%
$555 loss avoided
90 days afterJun 25, 2025
Jun 25, 2025
$157.23
−4.72%
$378 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$80.04
−51.5%
$4,120 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.
Notified / status
Notified Mar 3, 2025New
Disclosed 7 days after the trade. AMZN closed at $214.35 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 27, 2025
Feb 27, 2025
$208.74
−2.62%
$209 loss avoided
Day of disclosureMar 5, 2025
Mar 5, 2025
$208.36
−2.79%
$224 loss avoided
30 days afterMar 28, 2025
Mar 28, 2025
$192.72
−10.1%
$807 loss avoided
90 days afterMay 27, 2025
May 27, 2025
$206.02
−3.89%
$311 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+22.5%
$1,802 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.
Ameriprise Financial, Inc. Common StockAMP
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Feb 26, 2025Filed 7 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Mar 3, 2025New
Disclosed 7 days after the trade. AMP closed at $525.27 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 27, 2025
Feb 27, 2025
$526.07
+0.15%
+$12 gain
Day of disclosureMar 5, 2025
Mar 5, 2025
$509.09
−3.08%
−$246 loss
30 days afterMar 28, 2025
Mar 28, 2025
$482.22
−8.20%
−$656 loss
90 days afterMay 27, 2025
May 27, 2025
$517.49
−1.48%
−$119 loss
Latest closeOct 20, 2026
Oct 20, 2026
$487.67
−7.16%
−$573 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.
Arista Investors Corp. Class AARINA
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Feb 20, 2025Filed 13 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Mar 3, 2025New
No prices found
BlackRock, Inc. Common StockBLK
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Feb 18, 2025Filed 15 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Mar 3, 2025New
Disclosed 15 days after the trade. BLK closed at $977.86 on Feb 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 19, 2025
Feb 19, 2025
$986.34
+0.87%
$69 gain missed
Day of disclosureMar 5, 2025
Mar 5, 2025
$968.14
−0.99%
$80 loss avoided
30 days afterMar 20, 2025
Mar 20, 2025
$954.17
−2.42%
$194 loss avoided
90 days afterMay 19, 2025
May 19, 2025
$993.66
+1.62%
$129 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$1,128.68
+15.4%
$1,234 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.
Costco Wholesale Corporation - Common StockCOST
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Feb 26, 2025Filed 7 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Mar 3, 2025New
Disclosed 7 days after the trade. COST closed at $1,031.97 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 27, 2025
Feb 27, 2025
$1,021.71
−0.99%
$80 loss avoided
Day of disclosureMar 5, 2025
Mar 5, 2025
$1,047.75
+1.53%
$122 gain missed
30 days afterMar 28, 2025
Mar 28, 2025
$929.66
−9.91%
$793 loss avoided
90 days afterMay 27, 2025
May 27, 2025
$1,017.79
−1.37%
$110 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$994.61
−3.62%
$290 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.
CrowdStrike Holdings, Inc. - Class A Common StockCRWD
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Feb 18, 2025Filed 15 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Mar 3, 2025New
Disclosed 15 days after the trade. CRWD closed at $113.84 on Feb 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 19, 2025
Feb 19, 2025
$112.54
−1.15%
−$92 loss
Day of disclosureMar 5, 2025
Mar 5, 2025
$91.36
−19.7%
−$1,580 loss
30 days afterMar 20, 2025
Mar 20, 2025
$92.26
−19.0%
−$1,517 loss
90 days afterMay 19, 2025
May 19, 2025
$111.09
−2.42%
−$193 loss
Latest closeOct 20, 2026
Oct 20, 2026
$227.37
+99.7%
+$7,979 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.
CrowdStrike Holdings, Inc. - Class A Common StockCRWD
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Feb 26, 2025Filed 7 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Mar 3, 2025New
Disclosed 7 days after the trade. CRWD closed at $98.64 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 27, 2025
Feb 27, 2025
$95.06
−3.63%
−$290 loss
Day of disclosureMar 5, 2025
Mar 5, 2025
$91.36
−7.38%
−$591 loss
30 days afterMar 28, 2025
Mar 28, 2025
$89.28
−9.49%
−$759 loss
90 days afterMay 27, 2025
May 27, 2025
$118.06
+19.7%
+$1,575 gain
Latest closeOct 20, 2026
Oct 20, 2026
$227.37
+130.5%
+$10,442 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: Rockefeller Capital Management (1)
Transaction date
Feb 26, 2025Filed 7 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Mar 3, 2025New
Disclosed 7 days after the trade. NVDA closed at $131.28 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 27, 2025
Feb 27, 2025
$120.15
−8.48%
$678 loss avoided
Day of disclosureMar 5, 2025
Mar 5, 2025
$117.30
−10.6%
$852 loss avoided
30 days afterMar 28, 2025
Mar 28, 2025
$109.67
−16.5%
$1,317 loss avoided
90 days afterMay 27, 2025
May 27, 2025
$135.50
+3.21%
$257 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+64.9%
$5,192 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.
Parker-Hannifin Corporation Common StockPH
Stocks (including ADRs) [ST]
Held in: Rockefeller Capital Management (1)
Transaction date
Feb 26, 2025Filed 7 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
Notified / status
Notified Mar 3, 2025New
Disclosed 7 days after the trade. PH closed at $660.59 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 27, 2025
Feb 27, 2025
$655.00
−0.85%
$68 loss avoided
Day of disclosureMar 5, 2025
Mar 5, 2025
$640.05
−3.11%
$249 loss avoided
30 days afterMar 28, 2025
Mar 28, 2025
$601.43
−8.96%
$717 loss avoided
90 days afterMay 27, 2025
May 27, 2025
$670.91
+1.56%
$125 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$944.61
+43.0%
$3,440 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
Feb 20, 2025Filed 13 days later
Joint
Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Purchase
$15,001 - $50,000
Notified Mar 3, 2025New
Disclosed 13 days after the trade. AMZN closed at $222.88 on Feb 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeFeb 21, 2025
Feb 21, 2025
$216.58
−2.83%
−$919 loss
Day of disclosureMar 5, 2025
Mar 5, 2025
$208.36
−6.51%
−$2,117 loss
30 days afterMar 24, 2025
Mar 24, 2025
$203.26
−8.80%
−$2,861 loss
90 days afterMay 21, 2025
May 21, 2025
$201.12
−9.76%
−$3,173 loss
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+17.8%
+$5,796 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 26, 2025Filed 7 days later
Joint
Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Partial sale
$1,001 - $15,000
Notified Mar 3, 2025New
Disclosed 7 days after the trade. AMZN closed at $214.35 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 27, 2025
Feb 27, 2025
$208.74
−2.62%
$209 loss avoided
Day of disclosureMar 5, 2025
Mar 5, 2025
$208.36
−2.79%
$224 loss avoided
30 days afterMar 28, 2025
Mar 28, 2025
$192.72
−10.1%
$807 loss avoided
90 days afterMay 27, 2025
May 27, 2025
$206.02
−3.89%
$311 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+22.5%
$1,802 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 26, 2025Filed 7 days later
Joint
Ameriprise Financial, Inc. Common StockAMPStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Purchase
$1,001 - $15,000
Notified Mar 3, 2025New
Disclosed 7 days after the trade. AMP closed at $525.27 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 27, 2025
Feb 27, 2025
$526.07
+0.15%
+$12 gain
Day of disclosureMar 5, 2025
Mar 5, 2025
$509.09
−3.08%
−$246 loss
30 days afterMar 28, 2025
Mar 28, 2025
$482.22
−8.20%
−$656 loss
90 days afterMay 27, 2025
May 27, 2025
$517.49
−1.48%
−$119 loss
Latest closeOct 20, 2026
Oct 20, 2026
$487.67
−7.16%
−$573 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 20, 2025Filed 13 days later
Joint
Arista Investors Corp. Class AARINAStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Sale
$15,001 - $50,000
Notified Mar 3, 2025New
No prices found
Feb 18, 2025Filed 15 days later
Joint
BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Sale
$1,001 - $15,000
Notified Mar 3, 2025New
Disclosed 15 days after the trade. BLK closed at $977.86 on Feb 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 19, 2025
Feb 19, 2025
$986.34
+0.87%
$69 gain missed
Day of disclosureMar 5, 2025
Mar 5, 2025
$968.14
−0.99%
$80 loss avoided
30 days afterMar 20, 2025
Mar 20, 2025
$954.17
−2.42%
$194 loss avoided
90 days afterMay 19, 2025
May 19, 2025
$993.66
+1.62%
$129 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$1,128.68
+15.4%
$1,234 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 26, 2025Filed 7 days later
Joint
Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Partial sale
$1,001 - $15,000
Notified Mar 3, 2025New
Disclosed 7 days after the trade. COST closed at $1,031.97 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 27, 2025
Feb 27, 2025
$1,021.71
−0.99%
$80 loss avoided
Day of disclosureMar 5, 2025
Mar 5, 2025
$1,047.75
+1.53%
$122 gain missed
30 days afterMar 28, 2025
Mar 28, 2025
$929.66
−9.91%
$793 loss avoided
90 days afterMay 27, 2025
May 27, 2025
$1,017.79
−1.37%
$110 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$994.61
−3.62%
$290 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.
Feb 18, 2025Filed 15 days later
Joint
CrowdStrike Holdings, Inc. - Class A Common StockCRWDStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Purchase
$1,001 - $15,000
Notified Mar 3, 2025New
Disclosed 15 days after the trade. CRWD closed at $113.84 on Feb 18, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 19, 2025
Feb 19, 2025
$112.54
−1.15%
−$92 loss
Day of disclosureMar 5, 2025
Mar 5, 2025
$91.36
−19.7%
−$1,580 loss
30 days afterMar 20, 2025
Mar 20, 2025
$92.26
−19.0%
−$1,517 loss
90 days afterMay 19, 2025
May 19, 2025
$111.09
−2.42%
−$193 loss
Latest closeOct 20, 2026
Oct 20, 2026
$227.37
+99.7%
+$7,979 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 26, 2025Filed 7 days later
Joint
CrowdStrike Holdings, Inc. - Class A Common StockCRWDStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Purchase
$1,001 - $15,000
Notified Mar 3, 2025New
Disclosed 7 days after the trade. CRWD closed at $98.64 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeFeb 27, 2025
Feb 27, 2025
$95.06
−3.63%
−$290 loss
Day of disclosureMar 5, 2025
Mar 5, 2025
$91.36
−7.38%
−$591 loss
30 days afterMar 28, 2025
Mar 28, 2025
$89.28
−9.49%
−$759 loss
90 days afterMay 27, 2025
May 27, 2025
$118.06
+19.7%
+$1,575 gain
Latest closeOct 20, 2026
Oct 20, 2026
$227.37
+130.5%
+$10,442 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 26, 2025Filed 7 days later
Joint
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Partial sale
$1,001 - $15,000
Notified Mar 3, 2025New
Disclosed 7 days after the trade. NVDA closed at $131.28 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 27, 2025
Feb 27, 2025
$120.15
−8.48%
$678 loss avoided
Day of disclosureMar 5, 2025
Mar 5, 2025
$117.30
−10.6%
$852 loss avoided
30 days afterMar 28, 2025
Mar 28, 2025
$109.67
−16.5%
$1,317 loss avoided
90 days afterMay 27, 2025
May 27, 2025
$135.50
+3.21%
$257 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+64.9%
$5,192 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 26, 2025Filed 7 days later
Joint
Parker-Hannifin Corporation Common StockPHStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Partial sale
$1,001 - $15,000
Notified Mar 3, 2025New
Disclosed 7 days after the trade. PH closed at $660.59 on Feb 26, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeFeb 27, 2025
Feb 27, 2025
$655.00
−0.85%
$68 loss avoided
Day of disclosureMar 5, 2025
Mar 5, 2025
$640.05
−3.11%
$249 loss avoided
30 days afterMar 28, 2025
Mar 28, 2025
$601.43
−8.96%
$717 loss avoided
90 days afterMay 27, 2025
May 27, 2025
$670.91
+1.56%
$125 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$944.61
+43.0%
$3,440 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Notified / status
Notified Jan 9, 2025New
Disclosed 27 days after the trade. URI closed at $710.94 on Dec 19, 2024; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeDec 20, 2024
Dec 20, 2024
$722.64
+1.65%
$132 gain missed
Day of disclosureJan 15, 2025
Jan 15, 2025
$741.49
+4.30%
$344 gain missed
30 days afterJan 21, 2025
Jan 21, 2025
$789.00
+11.0%
$878 gain missed
90 days afterMar 19, 2025
Mar 19, 2025
$626.94
−11.8%
$945 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$1,043.87
+46.8%
$3,747 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
Dec 19, 2024Filed 27 days later
Joint
BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Purchase
$1,001 - $15,000
Notified Jan 9, 2025New
Disclosed 27 days after the trade. BLK closed at $1,016.33 on Dec 19, 2024; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeDec 20, 2024
Dec 20, 2024
$1,028.69
+1.22%
+$97 gain
Day of disclosureJan 15, 2025
Jan 15, 2025
$1,013.18
−0.31%
−$25 loss
30 days afterJan 21, 2025
Jan 21, 2025
$1,012.09
−0.42%
−$33 loss
90 days afterMar 19, 2025
Mar 19, 2025
$957.23
−5.82%
−$465 loss
Latest closeOct 20, 2026
Oct 20, 2026
$1,128.68
+11.1%
+$884 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.
Dec 19, 2024Filed 27 days later
Joint
United Rentals, Inc. Common StockURIStocks (including ADRs) [ST]Held in: Rockefeller Capital Management (1)
Sale
$1,001 - $15,000
Notified Jan 9, 2025New
Disclosed 27 days after the trade. URI closed at $710.94 on Dec 19, 2024; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeDec 20, 2024
Dec 20, 2024
$722.64
+1.65%
$132 gain missed
Day of disclosureJan 15, 2025
Jan 15, 2025
$741.49
+4.30%
$344 gain missed
30 days afterJan 21, 2025
Jan 21, 2025
$789.00
+11.0%
$878 gain missed
90 days afterMar 19, 2025
Mar 19, 2025
$626.94
−11.8%
$945 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$1,043.87
+46.8%
$3,747 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.
