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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 24, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
127 reported transactions in 28 electronically filed reports; latest filed Aug 25, 2026.
Periodic Transaction Report · filed Jun 4, 2025 · House Clerk
Disclosed 33 days after the trade. ASHTY closed at $51.58 on Apr 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeApr 11, 2025
Apr 11, 2025
$51.74
+0.32%
$104 gain missed
Day of disclosureMay 13, 2025
May 13, 2025
$14.97
−71.0%
$23,070 loss avoided
30 days afterMay 12, 2025
May 12, 2025
$14.32
−72.2%
$23,477 loss avoided
90 days afterJul 9, 2025
Jul 9, 2025
$16.50
−68.0%
$22,101 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$254.61
+393.7%
$127,946 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.
ASHTED GRP PLC UNSP/ADRASHTY
Stocks (including ADRs) [ST]
Held in: Trust 2
Transaction date
Apr 10, 2025Filed 33 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified May 6, 2025
Periodic Transaction Report · filed May 5, 2025 · House Clerk
Disclosed 21 days after the trade. AVGO closed at $191.66 on Mar 21, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 24, 2025
Mar 24, 2025
$191.25
−0.21%
−$17 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$181.94
−5.07%
−$406 loss
30 days afterApr 21, 2025
Apr 21, 2025
$166.21
−13.3%
−$1,062 loss
90 days afterJun 20, 2025
Jun 20, 2025
$249.99
+30.4%
+$2,435 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+74.5%
+$5,958 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.
Disclosed 14 days after the trade. TGT closed at $104.06 on Mar 21, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 24, 2025
Mar 24, 2025
$108.35
+4.12%
$1,340 gain missed
Day of disclosureApr 4, 2025
Apr 4, 2025
$95.72
−8.01%
$2,605 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$93.78
−9.88%
$3,211 loss avoided
90 days afterJun 20, 2025
Jun 20, 2025
$95.54
−8.19%
$2,661 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$154.00
+48.0%
$15,598 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Periodic Transaction Report · filed Mar 11, 2025 · House Clerk
Disclosed 33 days after the trade. ASHTY closed at $51.58 on Apr 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeApr 11, 2025
Apr 11, 2025
$51.74
+0.32%
$104 gain missed
Day of disclosureMay 13, 2025
May 13, 2025
$14.97
−71.0%
$23,070 loss avoided
30 days afterMay 12, 2025
May 12, 2025
$14.32
−72.2%
$23,477 loss avoided
90 days afterJul 9, 2025
Jul 9, 2025
$16.50
−68.0%
$22,101 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$254.61
+393.7%
$127,946 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.
ASHTED GRP PLC UNSP/ADRASHTY
Stocks (including ADRs) [ST]
Held in: Trust 3
Transaction date
Apr 10, 2025Filed 33 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 6, 2025New
Disclosed 33 days after the trade. ASHTY closed at $51.58 on Apr 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeApr 11, 2025
Apr 11, 2025
$51.74
+0.32%
$26 gain missed
Day of disclosureMay 13, 2025
May 13, 2025
$14.97
−71.0%
$5,679 loss avoided
30 days afterMay 12, 2025
May 12, 2025
$14.32
−72.2%
$5,779 loss avoided
90 days afterJul 9, 2025
Jul 9, 2025
$16.50
−68.0%
$5,441 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$254.61
+393.7%
$31,497 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
ASHTED GRP PLC UNSP/ADRASHTY
Stocks (including ADRs) [ST]
Held in: Trust 4
Transaction date
Apr 10, 2025Filed 33 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 6, 2025New
Disclosed 33 days after the trade. ASHTY closed at $51.58 on Apr 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeApr 11, 2025
Apr 11, 2025
$51.74
+0.32%
$26 gain missed
Day of disclosureMay 13, 2025
May 13, 2025
$14.97
−71.0%
$5,679 loss avoided
30 days afterMay 12, 2025
May 12, 2025
$14.32
−72.2%
$5,779 loss avoided
90 days afterJul 9, 2025
Jul 9, 2025
$16.50
−68.0%
$5,441 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$254.61
+393.7%
$31,497 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Broadcom Inc. - Common StockAVGO
Stocks (including ADRs) [ST]
Held in: Trust 2
Transaction date
Apr 11, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified May 6, 2025New
Disclosed 32 days after the trade. AVGO closed at $181.94 on Apr 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 14, 2025
Apr 14, 2025
$178.36
−1.97%
−$640 loss
Day of disclosureMay 13, 2025
May 13, 2025
$232.42
+27.7%
+$9,018 gain
30 days afterMay 12, 2025
May 12, 2025
$221.58
+21.8%
+$7,081 gain
90 days afterJul 10, 2025
Jul 10, 2025
$275.40
+51.4%
+$16,695 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+83.8%
+$27,229 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Broadcom Inc. - Common StockAVGO
Stocks (including ADRs) [ST]
Held in: Trust 1
Transaction date
Apr 11, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 6, 2025New
Disclosed 32 days after the trade. AVGO closed at $181.94 on Apr 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeApr 14, 2025
Apr 14, 2025
$178.36
−1.97%
−$157 loss
Day of disclosureMay 13, 2025
May 13, 2025
$232.42
+27.7%
+$2,220 gain
30 days afterMay 12, 2025
May 12, 2025
$221.58
+21.8%
+$1,743 gain
90 days afterJul 10, 2025
Jul 10, 2025
$275.40
+51.4%
+$4,110 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+83.8%
+$6,703 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.
CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15
Government Securities and Agency Debt [GS]
Interest
Held in: Trust 2
Transaction date
Apr 1, 2025Filed 42 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 6, 2025New
No ticker reported
Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Trust 2
Transaction date
Apr 11, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified May 6, 2025New
Disclosed 32 days after the trade. META closed at $543.57 on Apr 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 14, 2025
Apr 14, 2025
$531.48
−2.22%
−$723 loss
Day of disclosureMay 13, 2025
May 13, 2025
$656.03
+20.7%
+$6,724 gain
30 days afterMay 12, 2025
May 12, 2025
$639.43
+17.6%
+$5,732 gain
90 days afterJul 10, 2025
Jul 10, 2025
$727.24
+33.8%
+$10,982 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+27.7%
+$9,009 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Trust 1
Transaction date
Apr 11, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 6, 2025New
Disclosed 32 days after the trade. META closed at $543.57 on Apr 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeApr 14, 2025
Apr 14, 2025
$531.48
−2.22%
−$178 loss
Day of disclosureMay 13, 2025
May 13, 2025
$656.03
+20.7%
+$1,655 gain
30 days afterMay 12, 2025
May 12, 2025
$639.43
+17.6%
+$1,411 gain
90 days afterJul 10, 2025
Jul 10, 2025
$727.24
+33.8%
+$2,704 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+27.7%
+$2,218 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.
MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16
Government Securities and Agency Debt [GS]
Interest
Held in: Trust 2
Transaction date
Apr 1, 2025Filed 42 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 6, 2025New
No ticker reported
ResMed Inc. Common StockRMD
Stocks (including ADRs) [ST]
Held in: Trust 1
Transaction date
Apr 28, 2025Filed 15 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 6, 2025New
Disclosed 15 days after the trade. RMD closed at $234.14 on Apr 28, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeApr 29, 2025
Apr 29, 2025
$237.74
+1.54%
$123 gain missed
Day of disclosureMay 13, 2025
May 13, 2025
$247.65
+5.77%
$462 gain missed
30 days afterMay 28, 2025
May 28, 2025
$244.76
+4.54%
$363 gain missed
90 days afterJul 28, 2025
Jul 28, 2025
$273.50
+16.8%
$1,345 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$245.50
+4.85%
$388 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 33 days after the trade. ASHTY closed at $51.58 on Apr 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeApr 11, 2025
Apr 11, 2025
$51.74
+0.32%
$104 gain missed
Day of disclosureMay 13, 2025
May 13, 2025
$14.97
−71.0%
$23,070 loss avoided
30 days afterMay 12, 2025
May 12, 2025
$14.32
−72.2%
$23,477 loss avoided
90 days afterJul 9, 2025
Jul 9, 2025
$16.50
−68.0%
$22,101 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$254.61
+393.7%
$127,946 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 33 days after the trade. ASHTY closed at $51.58 on Apr 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeApr 11, 2025
Apr 11, 2025
$51.74
+0.32%
$104 gain missed
Day of disclosureMay 13, 2025
May 13, 2025
$14.97
−71.0%
$23,070 loss avoided
30 days afterMay 12, 2025
May 12, 2025
$14.32
−72.2%
$23,477 loss avoided
90 days afterJul 9, 2025
Jul 9, 2025
$16.50
−68.0%
$22,101 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$254.61
+393.7%
$127,946 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 33 days after the trade. ASHTY closed at $51.58 on Apr 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeApr 11, 2025
Apr 11, 2025
$51.74
+0.32%
$26 gain missed
Day of disclosureMay 13, 2025
May 13, 2025
$14.97
−71.0%
$5,679 loss avoided
30 days afterMay 12, 2025
May 12, 2025
$14.32
−72.2%
$5,779 loss avoided
90 days afterJul 9, 2025
Jul 9, 2025
$16.50
−68.0%
$5,441 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$254.61
+393.7%
$31,497 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 33 days after the trade. ASHTY closed at $51.58 on Apr 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeApr 11, 2025
Apr 11, 2025
$51.74
+0.32%
$26 gain missed
Day of disclosureMay 13, 2025
May 13, 2025
$14.97
−71.0%
$5,679 loss avoided
30 days afterMay 12, 2025
May 12, 2025
$14.32
−72.2%
$5,779 loss avoided
90 days afterJul 9, 2025
Jul 9, 2025
$16.50
−68.0%
$5,441 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$254.61
+393.7%
$31,497 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Apr 11, 2025Filed 32 days later
Member
Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: Trust 2
Purchase
$15,001 - $50,000
Notified May 6, 2025New
Disclosed 32 days after the trade. AVGO closed at $181.94 on Apr 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 14, 2025
Apr 14, 2025
$178.36
−1.97%
−$640 loss
Day of disclosureMay 13, 2025
May 13, 2025
$232.42
+27.7%
+$9,018 gain
30 days afterMay 12, 2025
May 12, 2025
$221.58
+21.8%
+$7,081 gain
90 days afterJul 10, 2025
Jul 10, 2025
$275.40
+51.4%
+$16,695 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+83.8%
+$27,229 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.
Apr 11, 2025Filed 32 days later
Member
Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: Trust 1
Purchase
$1,001 - $15,000
Notified May 6, 2025New
Disclosed 32 days after the trade. AVGO closed at $181.94 on Apr 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeApr 14, 2025
Apr 14, 2025
$178.36
−1.97%
−$157 loss
Day of disclosureMay 13, 2025
May 13, 2025
$232.42
+27.7%
+$2,220 gain
30 days afterMay 12, 2025
May 12, 2025
$221.58
+21.8%
+$1,743 gain
90 days afterJul 10, 2025
Jul 10, 2025
$275.40
+51.4%
+$4,110 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+83.8%
+$6,703 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.
Apr 1, 2025Filed 42 days later
Member
CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15Government Securities and Agency Debt [GS]InterestHeld in: Trust 2
Purchase
$1,001 - $15,000
Notified May 6, 2025New
No ticker reported
Apr 11, 2025Filed 32 days later
Member
Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Trust 2
Purchase
$15,001 - $50,000
Notified May 6, 2025New
Disclosed 32 days after the trade. META closed at $543.57 on Apr 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 14, 2025
Apr 14, 2025
$531.48
−2.22%
−$723 loss
Day of disclosureMay 13, 2025
May 13, 2025
$656.03
+20.7%
+$6,724 gain
30 days afterMay 12, 2025
May 12, 2025
$639.43
+17.6%
+$5,732 gain
90 days afterJul 10, 2025
Jul 10, 2025
$727.24
+33.8%
+$10,982 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+27.7%
+$9,009 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.
Apr 11, 2025Filed 32 days later
Member
Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Trust 1
Purchase
$1,001 - $15,000
Notified May 6, 2025New
Disclosed 32 days after the trade. META closed at $543.57 on Apr 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeApr 14, 2025
Apr 14, 2025
$531.48
−2.22%
−$178 loss
Day of disclosureMay 13, 2025
May 13, 2025
$656.03
+20.7%
+$1,655 gain
30 days afterMay 12, 2025
May 12, 2025
$639.43
+17.6%
+$1,411 gain
90 days afterJul 10, 2025
Jul 10, 2025
$727.24
+33.8%
+$2,704 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+27.7%
+$2,218 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.
Apr 1, 2025Filed 42 days later
Member
MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16Government Securities and Agency Debt [GS]InterestHeld in: Trust 2
Purchase
$1,001 - $15,000
Notified May 6, 2025New
No ticker reported
Apr 28, 2025Filed 15 days later
Member
ResMed Inc. Common StockRMDStocks (including ADRs) [ST]Held in: Trust 1
Sale
$1,001 - $15,000
Notified May 6, 2025New
Disclosed 15 days after the trade. RMD closed at $234.14 on Apr 28, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeApr 29, 2025
Apr 29, 2025
$237.74
+1.54%
$123 gain missed
Day of disclosureMay 13, 2025
May 13, 2025
$247.65
+5.77%
$462 gain missed
30 days afterMay 28, 2025
May 28, 2025
$244.76
+4.54%
$363 gain missed
90 days afterJul 28, 2025
Jul 28, 2025
$273.50
+16.8%
$1,345 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$245.50
+4.85%
$388 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.
$1,001 - $15,000
Notified Apr 10, 2025New
New
Disclosed 21 days after the trade. AVGO closed at $191.66 on Mar 21, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 24, 2025
Mar 24, 2025
$191.25
−0.21%
−$17 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$181.94
−5.07%
−$406 loss
30 days afterApr 21, 2025
Apr 21, 2025
$166.21
−13.3%
−$1,062 loss
90 days afterJun 20, 2025
Jun 20, 2025
$249.99
+30.4%
+$2,435 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+74.5%
+$5,958 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.
CACI International, Inc. Class A Common StockCACI
Stocks (including ADRs) [ST]
Held in: Trust 1
Transaction date
Mar 20, 2025Filed 22 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. CACI closed at $369.66 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$366.12
−0.96%
$77 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$412.69
+11.6%
$931 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$418.77
+13.3%
$1,063 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$454.54
+23.0%
$1,837 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$607.75
+64.4%
$5,153 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.
CACI International, Inc. Class A Common StockCACI
Stocks (including ADRs) [ST]
Held in: Trust 5
Transaction date
Mar 20, 2025Filed 22 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. CACI closed at $369.66 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$366.12
−0.96%
$77 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$412.69
+11.6%
$931 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$418.77
+13.3%
$1,063 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$454.54
+23.0%
$1,837 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$607.75
+64.4%
$5,153 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.
CACI International, Inc. Class A Common StockCACI
Stocks (including ADRs) [ST]
Held in: Trust 2
Transaction date
Mar 20, 2025Filed 22 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. CACI closed at $369.66 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$366.12
−0.96%
$77 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$412.69
+11.6%
$931 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$418.77
+13.3%
$1,063 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$454.54
+23.0%
$1,837 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$607.75
+64.4%
$5,153 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.
D.R. Horton, Inc. Common StockDHI
Stocks (including ADRs) [ST]
Held in: Trust 5
Transaction date
Mar 20, 2025Filed 22 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. DHI closed at $131.13 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$128.84
−1.75%
$140 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$119.78
−8.66%
$693 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$120.76
−7.91%
$633 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$121.28
−7.51%
$601 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$140.17
+6.89%
$552 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.
D.R. Horton, Inc. Common StockDHI
Stocks (including ADRs) [ST]
Held in: Trust 1
Transaction date
Mar 20, 2025Filed 22 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. DHI closed at $131.13 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$128.84
−1.75%
$140 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$119.78
−8.66%
$693 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$120.76
−7.91%
$633 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$121.28
−7.51%
$601 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$140.17
+6.89%
$552 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.
Diageo plc Common StockDEO
Stocks (including ADRs) [ST]
Held in: Trust 1
Transaction date
Mar 20, 2025Filed 22 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. DEO closed at $108.00 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$107.04
−0.89%
$71 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$109.53
+1.42%
$113 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$109.70
+1.57%
$126 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$101.63
−5.90%
$472 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$93.41
−13.5%
$1,081 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.
Diageo plc Common StockDEO
Stocks (including ADRs) [ST]
Held in: Trust 5
Transaction date
Mar 20, 2025Filed 22 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. DEO closed at $108.00 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$107.04
−0.89%
$71 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$109.53
+1.42%
$113 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$109.70
+1.57%
$126 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$101.63
−5.90%
$472 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$93.41
−13.5%
$1,081 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.
Diageo plc Common StockDEO
Stocks (including ADRs) [ST]
Held in: Trust 2
Transaction date
Mar 20, 2025Filed 22 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. DEO closed at $108.00 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$107.04
−0.89%
$71 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$109.53
+1.42%
$113 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$109.70
+1.57%
$126 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$101.63
−5.90%
$472 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$93.41
−13.5%
$1,081 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.
Merck & Company, Inc. Common StockMRK
Stocks (including ADRs) [ST]
Held in: Trust 2
Transaction date
Mar 20, 2025Filed 22 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. MRK closed at $94.73 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$93.11
−1.71%
$137 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$79.18
−16.4%
$1,313 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$77.85
−17.8%
$1,426 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$79.29
−16.3%
$1,304 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$148.30
+56.6%
$4,525 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Trust 5
Transaction date
Mar 24, 2025Filed 18 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 18 days after the trade. META closed at $618.85 on Mar 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 25, 2025
Mar 25, 2025
$626.31
+1.21%
+$96 gain
Day of disclosureApr 11, 2025
Apr 11, 2025
$543.57
−12.2%
−$973 loss
30 days afterApr 23, 2025
Apr 23, 2025
$520.27
−15.9%
−$1,275 loss
90 days afterJun 23, 2025
Jun 23, 2025
$698.53
+12.9%
+$1,030 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+12.2%
+$975 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Trust 1
Transaction date
Mar 24, 2025Filed 18 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 18 days after the trade. META closed at $618.85 on Mar 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 25, 2025
Mar 25, 2025
$626.31
+1.21%
+$96 gain
Day of disclosureApr 11, 2025
Apr 11, 2025
$543.57
−12.2%
−$973 loss
30 days afterApr 23, 2025
Apr 23, 2025
$520.27
−15.9%
−$1,275 loss
90 days afterJun 23, 2025
Jun 23, 2025
$698.53
+12.9%
+$1,030 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+12.2%
+$975 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Trust 2
Transaction date
Mar 24, 2025Filed 18 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 18 days after the trade. META closed at $618.85 on Mar 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 25, 2025
Mar 25, 2025
$626.31
+1.21%
+$392 gain
Day of disclosureApr 11, 2025
Apr 11, 2025
$543.57
−12.2%
−$3,954 loss
30 days afterApr 23, 2025
Apr 23, 2025
$520.27
−15.9%
−$5,177 loss
90 days afterJun 23, 2025
Jun 23, 2025
$698.53
+12.9%
+$4,185 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+12.2%
+$3,960 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 Parcel Service, Inc. Common StockUPS
Stocks (including ADRs) [ST]
Held in: Trust 1
Transaction date
Mar 20, 2025Filed 22 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. UPS closed at $116.98 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$115.10
−1.61%
$129 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$97.08
−17.0%
$1,361 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$96.25
−17.7%
$1,418 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$99.21
−15.2%
$1,215 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$98.52
−15.8%
$1,263 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 Parcel Service, Inc. Common StockUPS
Stocks (including ADRs) [ST]
Held in: Trust 2
Transaction date
Mar 20, 2025Filed 22 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. UPS closed at $116.98 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$115.10
−1.61%
$129 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$97.08
−17.0%
$1,361 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$96.25
−17.7%
$1,418 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$99.21
−15.2%
$1,215 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$98.52
−15.8%
$1,263 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 Parcel Service, Inc. Common StockUPS
Stocks (including ADRs) [ST]
Held in: Trust 5
Transaction date
Mar 20, 2025Filed 22 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
Disclosed 22 days after the trade. UPS closed at $116.98 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$115.10
−1.61%
$129 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$97.08
−17.0%
$1,361 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$96.25
−17.7%
$1,418 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$99.21
−15.2%
$1,215 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$98.52
−15.8%
$1,263 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.
US Treasury Note DTD 02/28/26
Government Securities and Agency Debt [GS]
Held in: Trust 5
Transaction date
Mar 4, 2025Filed 38 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Apr 4, 2025New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Mar 21, 2025Filed 21 days later
Member
Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: Trust 1
Purchase
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 21 days after the trade. AVGO closed at $191.66 on Mar 21, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 24, 2025
Mar 24, 2025
$191.25
−0.21%
−$17 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$181.94
−5.07%
−$406 loss
30 days afterApr 21, 2025
Apr 21, 2025
$166.21
−13.3%
−$1,062 loss
90 days afterJun 20, 2025
Jun 20, 2025
$249.99
+30.4%
+$2,435 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+74.5%
+$5,958 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.
Mar 21, 2025Filed 21 days later
Member
Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: Trust 5
Purchase
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 21 days after the trade. AVGO closed at $191.66 on Mar 21, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 24, 2025
Mar 24, 2025
$191.25
−0.21%
−$17 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$181.94
−5.07%
−$406 loss
30 days afterApr 21, 2025
Apr 21, 2025
$166.21
−13.3%
−$1,062 loss
90 days afterJun 20, 2025
Jun 20, 2025
$249.99
+30.4%
+$2,435 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+74.5%
+$5,958 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.
Mar 20, 2025Filed 22 days later
Member
CACI International, Inc. Class A Common StockCACIStocks (including ADRs) [ST]Held in: Trust 1
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. CACI closed at $369.66 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$366.12
−0.96%
$77 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$412.69
+11.6%
$931 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$418.77
+13.3%
$1,063 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$454.54
+23.0%
$1,837 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$607.75
+64.4%
$5,153 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 20, 2025Filed 22 days later
Member
CACI International, Inc. Class A Common StockCACIStocks (including ADRs) [ST]Held in: Trust 5
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. CACI closed at $369.66 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$366.12
−0.96%
$77 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$412.69
+11.6%
$931 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$418.77
+13.3%
$1,063 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$454.54
+23.0%
$1,837 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$607.75
+64.4%
$5,153 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 20, 2025Filed 22 days later
Member
CACI International, Inc. Class A Common StockCACIStocks (including ADRs) [ST]Held in: Trust 2
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. CACI closed at $369.66 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$366.12
−0.96%
$77 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$412.69
+11.6%
$931 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$418.77
+13.3%
$1,063 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$454.54
+23.0%
$1,837 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$607.75
+64.4%
$5,153 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 20, 2025Filed 22 days later
Member
D.R. Horton, Inc. Common StockDHIStocks (including ADRs) [ST]Held in: Trust 5
Partial sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. DHI closed at $131.13 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$128.84
−1.75%
$140 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$119.78
−8.66%
$693 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$120.76
−7.91%
$633 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$121.28
−7.51%
$601 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$140.17
+6.89%
$552 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 20, 2025Filed 22 days later
Member
D.R. Horton, Inc. Common StockDHIStocks (including ADRs) [ST]Held in: Trust 1
Partial sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. DHI closed at $131.13 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$128.84
−1.75%
$140 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$119.78
−8.66%
$693 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$120.76
−7.91%
$633 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$121.28
−7.51%
$601 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$140.17
+6.89%
$552 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 20, 2025Filed 22 days later
Member
Diageo plc Common StockDEOStocks (including ADRs) [ST]Held in: Trust 1
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. DEO closed at $108.00 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$107.04
−0.89%
$71 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$109.53
+1.42%
$113 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$109.70
+1.57%
$126 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$101.63
−5.90%
$472 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$93.41
−13.5%
$1,081 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 20, 2025Filed 22 days later
Member
Diageo plc Common StockDEOStocks (including ADRs) [ST]Held in: Trust 5
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. DEO closed at $108.00 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$107.04
−0.89%
$71 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$109.53
+1.42%
$113 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$109.70
+1.57%
$126 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$101.63
−5.90%
$472 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$93.41
−13.5%
$1,081 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 20, 2025Filed 22 days later
Member
Diageo plc Common StockDEOStocks (including ADRs) [ST]Held in: Trust 2
Sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. DEO closed at $108.00 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$107.04
−0.89%
$71 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$109.53
+1.42%
$113 gain missed
30 days afterApr 21, 2025
Apr 21, 2025
$109.70
+1.57%
$126 gain missed
90 days afterJun 18, 2025
Jun 18, 2025
$101.63
−5.90%
$472 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$93.41
−13.5%
$1,081 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 20, 2025Filed 22 days later
Member
Merck & Company, Inc. Common StockMRKStocks (including ADRs) [ST]Held in: Trust 2
Partial sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. MRK closed at $94.73 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$93.11
−1.71%
$137 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$79.18
−16.4%
$1,313 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$77.85
−17.8%
$1,426 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$79.29
−16.3%
$1,304 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$148.30
+56.6%
$4,525 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 24, 2025Filed 18 days later
Member
Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Trust 5
Purchase
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 18 days after the trade. META closed at $618.85 on Mar 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 25, 2025
Mar 25, 2025
$626.31
+1.21%
+$96 gain
Day of disclosureApr 11, 2025
Apr 11, 2025
$543.57
−12.2%
−$973 loss
30 days afterApr 23, 2025
Apr 23, 2025
$520.27
−15.9%
−$1,275 loss
90 days afterJun 23, 2025
Jun 23, 2025
$698.53
+12.9%
+$1,030 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+12.2%
+$975 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.
Mar 24, 2025Filed 18 days later
Member
Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Trust 1
Purchase
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 18 days after the trade. META closed at $618.85 on Mar 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 25, 2025
Mar 25, 2025
$626.31
+1.21%
+$96 gain
Day of disclosureApr 11, 2025
Apr 11, 2025
$543.57
−12.2%
−$973 loss
30 days afterApr 23, 2025
Apr 23, 2025
$520.27
−15.9%
−$1,275 loss
90 days afterJun 23, 2025
Jun 23, 2025
$698.53
+12.9%
+$1,030 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+12.2%
+$975 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.
Mar 24, 2025Filed 18 days later
Member
Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Trust 2
Purchase
$15,001 - $50,000
Notified Apr 4, 2025New
Disclosed 18 days after the trade. META closed at $618.85 on Mar 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 25, 2025
Mar 25, 2025
$626.31
+1.21%
+$392 gain
Day of disclosureApr 11, 2025
Apr 11, 2025
$543.57
−12.2%
−$3,954 loss
30 days afterApr 23, 2025
Apr 23, 2025
$520.27
−15.9%
−$5,177 loss
90 days afterJun 23, 2025
Jun 23, 2025
$698.53
+12.9%
+$4,185 gain
Latest closeOct 20, 2026
Oct 20, 2026
$694.25
+12.2%
+$3,960 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.
Mar 20, 2025Filed 22 days later
Member
United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Trust 1
Partial sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. UPS closed at $116.98 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$115.10
−1.61%
$129 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$97.08
−17.0%
$1,361 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$96.25
−17.7%
$1,418 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$99.21
−15.2%
$1,215 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$98.52
−15.8%
$1,263 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 20, 2025Filed 22 days later
Member
United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Trust 2
Partial sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. UPS closed at $116.98 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$115.10
−1.61%
$129 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$97.08
−17.0%
$1,361 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$96.25
−17.7%
$1,418 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$99.21
−15.2%
$1,215 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$98.52
−15.8%
$1,263 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 20, 2025Filed 22 days later
Member
United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Trust 5
Partial sale
$1,001 - $15,000
Notified Apr 4, 2025New
Disclosed 22 days after the trade. UPS closed at $116.98 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 21, 2025
Mar 21, 2025
$115.10
−1.61%
$129 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$97.08
−17.0%
$1,361 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$96.25
−17.7%
$1,418 loss avoided
90 days afterJun 18, 2025
Jun 18, 2025
$99.21
−15.2%
$1,215 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$98.52
−15.8%
$1,263 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 4, 2025Filed 38 days later
Member
US Treasury Note DTD 02/28/26Government Securities and Agency Debt [GS]Held in: Trust 5
Purchase
$15,001 - $50,000
Notified Apr 4, 2025New
No ticker reported
Target Corporation Common StockTGT
Stocks (including ADRs) [ST]
Held in: Brokerage Account 1
Transaction date
Mar 21, 2025Filed 14 days later
Type
Sale
Amount (as reported)
$100,001 - $250,000
Owner
Member
Notified / status
Notified Mar 21, 2025New
Disclosed 14 days after the trade. TGT closed at $104.06 on Mar 21, 2025; changes are measured from that close.
Point
Session
Close
Change
On $175,001 sold
Day after the tradeMar 24, 2025
Mar 24, 2025
$108.35
+4.12%
$7,215 gain missed
Day of disclosureApr 4, 2025
Apr 4, 2025
$95.72
−8.01%
$14,026 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$93.78
−9.88%
$17,288 loss avoided
90 days afterJun 20, 2025
Jun 20, 2025
$95.54
−8.19%
$14,328 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$154.00
+48.0%
$83,986 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.
Target Corporation Common StockTGT
Stocks (including ADRs) [ST]
Dividend Received
Held in: Brokerage Account 1
Transaction date
Mar 3, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Mar 28, 2025New
Disclosed 32 days after the trade. TGT closed at $120.76 on Mar 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 4, 2025
Mar 4, 2025
$117.14
−3.00%
−$240 loss
Day of disclosureApr 4, 2025
Apr 4, 2025
$95.72
−20.7%
−$1,659 loss
30 days afterApr 2, 2025
Apr 2, 2025
$105.77
−12.4%
−$993 loss
90 days afterJun 2, 2025
Jun 2, 2025
$93.32
−22.7%
−$1,818 loss
Latest closeOct 20, 2026
Oct 20, 2026
$154.00
+27.5%
+$2,202 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.
Disclosed 14 days after the trade. TGT closed at $104.06 on Mar 21, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 24, 2025
Mar 24, 2025
$108.35
+4.12%
$1,340 gain missed
Day of disclosureApr 4, 2025
Apr 4, 2025
$95.72
−8.01%
$2,605 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$93.78
−9.88%
$3,211 loss avoided
90 days afterJun 20, 2025
Jun 20, 2025
$95.54
−8.19%
$2,661 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$154.00
+48.0%
$15,598 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Disclosed 14 days after the trade. TGT closed at $104.06 on Mar 21, 2025; changes are measured from that close.
Point
Session
Close
Change
On $175,001 sold
Day after the tradeMar 24, 2025
Mar 24, 2025
$108.35
+4.12%
$7,215 gain missed
Day of disclosureApr 4, 2025
Apr 4, 2025
$95.72
−8.01%
$14,026 loss avoided
30 days afterApr 21, 2025
Apr 21, 2025
$93.78
−9.88%
$17,288 loss avoided
90 days afterJun 20, 2025
Jun 20, 2025
$95.54
−8.19%
$14,328 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$154.00
+48.0%
$83,986 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 32 days after the trade. TGT closed at $120.76 on Mar 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 4, 2025
Mar 4, 2025
$117.14
−3.00%
−$240 loss
Day of disclosureApr 4, 2025
Apr 4, 2025
$95.72
−20.7%
−$1,659 loss
30 days afterApr 2, 2025
Apr 2, 2025
$105.77
−12.4%
−$993 loss
90 days afterJun 2, 2025
Jun 2, 2025
$93.32
−22.7%
−$1,818 loss
Latest closeOct 20, 2026
Oct 20, 2026
$154.00
+27.5%
+$2,202 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.
