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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.
40 reported transactions in 7 electronically filed reports; latest filed Oct 2, 2026.
Periodic Transaction Report · filed Oct 2, 2026 · House Clerk
Investment in LLC which is acquiring and managing a commercial office property at 225 Bush Street in San Francisco, CA.
Transaction date
Sep 8, 2026Filed 24 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Sep 8, 2026New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Sep 8, 2026Filed 24 days later
Spouse
REOF XXX, LLCAsset-Backed Securities [AB]Investment in LLC which is acquiring and managing a commercial office property at 225 Bush Street in San Francisco, CA.
Purchase
$500,001 - $1,000,000
Notified Sep 8, 2026New
No ticker reported
Periodic Transaction Report · filed Aug 21, 2026 · House Clerk
Disclosed 28 days after the trade. BE closed at $184.89 on Jul 24, 2026; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 bought
Day after the tradeJul 27, 2026
Jul 27, 2026
$188.18
+1.78%
+$53,383 gain
Day of disclosureAug 21, 2026
Aug 21, 2026
$201.45
+8.96%
+$268,700 gain
30 days afterAug 24, 2026
Aug 24, 2026
$204.02
+10.3%
+$310,401 gain
90 days after
Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026
Oct 20, 2026
$222.65
+20.4%
+$612,689 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.
Bloom Energy Corporation Class A Common StockBE
Options [OP]
Purchased 100 call options with a strike price of $100 and an expiration date of 6/17/27.
Transaction date
Jul 24, 2026Filed 28 days later
Type
Purchase
Amount (as reported)
$1,000,001 - $5,000,000
Periodic Transaction Report · filed Jun 23, 2026 · House Clerk
Exercised 50 call options purchased 1/14/25 (5,000 shares) at a strike price of $150 with an expiration date of 1/16/26.
Transaction date
Jan 16, 2026Filed 7 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Jan 16, 2026New
Disclosed 7 days after the trade. GOOGL closed at $330.00 on Jan 16, 2026; changes are measured from that close.
Point
Session
Close
Change
On $750,001 bought
Day after the tradeJan 20, 2026
Jan 20, 2026
$322.00
−2.42%
−$18,182 loss
Day of disclosureJan 23, 2026
Jan 23, 2026
$327.93
−0.63%
−$4,705 loss
30 days afterFeb 17, 2026
Feb 17, 2026
$302.02
−8.48%
−$63,591 loss
90 days afterApr 16, 2026
Apr 16, 2026
$336.02
+1.82%
+$13,682 gain
Latest closeOct 20, 2026
Oct 20, 2026
$340.28
+3.11%
+$23,352 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.
Periodic Transaction Report · filed Oct 24, 2025 · House Clerk
Contribution of 382 shares held personally to Trinity University in Washington, DC.
Transaction date
Oct 22, 2025Filed 2 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
Notified / status
Notified Oct 22, 2025New
Disclosed 2 days after the trade. AAPL closed at $258.45 on Oct 22, 2025; changes are measured from that close.
Point
Session
Close
Change
On $175,001 sold
Day after the tradeOct 23, 2025
Oct 23, 2025
$259.58
+0.44%
$765 gain missed
Day of disclosureOct 24, 2025
Oct 24, 2025
$262.82
+1.69%
$2,959 gain missed
30 days afterNov 21, 2025
Nov 21, 2025
$271.49
+5.05%
$8,830 gain missed
90 days afterJan 20, 2026
Jan 20, 2026
$246.70
−4.55%
$7,956 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+31.4%
$54,880 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Oct 22, 2025Filed 2 days later
Disclosed 2 days after the trade. AAPL closed at $258.45 on Oct 22, 2025; changes are measured from that close.
Point
Session
Close
Change
On $175,001 sold
Day after the tradeOct 23, 2025
Oct 23, 2025
$259.58
+0.44%
$765 gain missed
Day of disclosureOct 24, 2025
Oct 24, 2025
$262.82
+1.69%
$2,959 gain missed
30 days afterNov 21, 2025
Nov 21, 2025
$271.49
+5.05%
$8,830 gain missed
90 days afterJan 20, 2026
Jan 20, 2026
$246.70
−4.55%
$7,956 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+31.4%
$54,880 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.
Exercised 200 call options purchased 6/24/24 (20,000 shares) at a strike price of $80 with an expiration date of 6/20/25.
Transaction date
Jun 20, 2025Filed 19 days later
Type
Purchase
Amount (as reported)
$1,000,001 - $5,000,000
Owner
Spouse
Notified / status
Notified Jun 20, 2025New
Disclosed 19 days after the trade. AVGO closed at $249.99 on Jun 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 bought
Day after the tradeJun 23, 2025
Jun 23, 2025
$253.77
+1.51%
+$45,362 gain
Day of disclosureJul 9, 2025
Jul 9, 2025
$277.90
+11.2%
+$334,934 gain
30 days afterJul 21, 2025
Jul 21, 2025
$288.21
+15.3%
+$458,658 gain
90 days afterSep 18, 2025
Sep 18, 2025
$345.35
+38.1%
+$1,144,366 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+33.8%
+$1,012,601 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.
Matthews International Mutual Fund
Other [OT]
Sale of 2,822 units.
Location: US
Comment: Loss of $28,948 on sale.
Transaction date
Jun 20, 2025Filed 19 days later
Type
Sale
Periodic Transaction Report · filed Jan 17, 2025 · House Clerk
Purchased 50 call options with a strike price of $150 and an expiration date of 1/16/26.
Transaction date
Jan 14, 2025Filed 3 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Jan 14, 2025New
Options are not priced
Amazon.com, Inc. - Common StockAMZN
Options [OP]
Purchased 50 call options with a strike price of $150 and an expiration date of 1/16/26.
Transaction date
Jan 14, 2025Filed 3 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Jan 14, 2025New
Options are not priced
Owner
Spouse
Notified / status
Notified Jul 24, 2026New
Options are not priced
Bloom Energy Corporation Class A Common StockBE
Stocks (including ADRs) [ST]
Purchased 5,000 shares.
Transaction date
Jul 28, 2026Filed 24 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Jul 28, 2026New
Disclosed 24 days after the trade. BE closed at $166.84 on Jul 28, 2026; changes are measured from that close.
Point
Session
Close
Change
On $750,001 bought
Day after the tradeJul 29, 2026
Jul 29, 2026
$163.75
−1.85%
−$13,891 loss
Day of disclosureAug 21, 2026
Aug 21, 2026
$201.45
+20.7%
+$155,583 gain
30 days afterAug 27, 2026
Aug 27, 2026
$217.83
+30.6%
+$229,217 gain
90 days after
Pending: first session on or after Oct 26, 2026
Latest closeOct 20, 2026
Oct 20, 2026
$222.65
+33.5%
+$250,884 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.
Bloom Energy Corporation Class A Common StockBE
Options [OP]
Purchased 100 call options with a strike price of $100 and an expiration date of 6/17/27.
Transaction date
Jul 28, 2026Filed 24 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Jul 28, 2026New
Options are not priced
Intel Corporation - Common StockINTC
Options [OP]
Purchased 50 call options with a strike price of $50 and an expiration date of 6/17/27.
Transaction date
Jul 24, 2026Filed 28 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Jul 24, 2026New
Options are not priced
Intel Corporation - Common StockINTC
Stocks (including ADRs) [ST]
Purchased 10,000 shares.
Transaction date
Jul 24, 2026Filed 28 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Jul 24, 2026New
Disclosed 28 days after the trade. INTC closed at $92.32 on Jul 24, 2026; changes are measured from that close.
Point
Session
Close
Change
On $750,001 bought
Day after the tradeJul 27, 2026
Jul 27, 2026
$91.67
−0.70%
−$5,281 loss
Day of disclosureAug 21, 2026
Aug 21, 2026
$90.07
−2.44%
−$18,279 loss
30 days afterAug 24, 2026
Aug 24, 2026
$87.26
−5.48%
−$41,107 loss
90 days after
Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026
Oct 20, 2026
$91.69
−0.68%
−$5,118 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.
REOF XXV, LLC
Asset-Backed Securities [AB]
Additional investment in LLC which is acquiring and restoring a luxury hotel property in San Francisco, CA.
Transaction date
Jul 27, 2026Filed 25 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Jul 27, 2026New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Jul 24, 2026Filed 28 days later
Spouse
Bloom Energy Corporation Class A Common StockBEStocks (including ADRs) [ST]Purchased 10,000 shares.
Purchase
$1,000,001 - $5,000,000
Notified Jul 24, 2026New
Disclosed 28 days after the trade. BE closed at $184.89 on Jul 24, 2026; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 bought
Day after the tradeJul 27, 2026
Jul 27, 2026
$188.18
+1.78%
+$53,383 gain
Day of disclosureAug 21, 2026
Aug 21, 2026
$201.45
+8.96%
+$268,700 gain
30 days afterAug 24, 2026
Aug 24, 2026
$204.02
+10.3%
+$310,401 gain
90 days after
Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026
Oct 20, 2026
$222.65
+20.4%
+$612,689 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.
Jul 24, 2026Filed 28 days later
Spouse
Bloom Energy Corporation Class A Common StockBEOptions [OP]Purchased 100 call options with a strike price of $100 and an expiration date of 6/17/27.
Purchase
$1,000,001 - $5,000,000
Notified Jul 24, 2026New
Options are not priced
Jul 28, 2026Filed 24 days later
Spouse
Bloom Energy Corporation Class A Common StockBEStocks (including ADRs) [ST]Purchased 5,000 shares.
Purchase
$500,001 - $1,000,000
Notified Jul 28, 2026New
Disclosed 24 days after the trade. BE closed at $166.84 on Jul 28, 2026; changes are measured from that close.
Point
Session
Close
Change
On $750,001 bought
Day after the tradeJul 29, 2026
Jul 29, 2026
$163.75
−1.85%
−$13,891 loss
Day of disclosureAug 21, 2026
Aug 21, 2026
$201.45
+20.7%
+$155,583 gain
30 days afterAug 27, 2026
Aug 27, 2026
$217.83
+30.6%
+$229,217 gain
90 days after
Pending: first session on or after Oct 26, 2026
Latest closeOct 20, 2026
Oct 20, 2026
$222.65
+33.5%
+$250,884 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.
Jul 28, 2026Filed 24 days later
Spouse
Bloom Energy Corporation Class A Common StockBEOptions [OP]Purchased 100 call options with a strike price of $100 and an expiration date of 6/17/27.
Purchase
$500,001 - $1,000,000
Notified Jul 28, 2026New
Options are not priced
Jul 24, 2026Filed 28 days later
Spouse
Intel Corporation - Common StockINTCOptions [OP]Purchased 50 call options with a strike price of $50 and an expiration date of 6/17/27.
Purchase
$250,001 - $500,000
Notified Jul 24, 2026New
Options are not priced
Jul 24, 2026Filed 28 days later
Spouse
Intel Corporation - Common StockINTCStocks (including ADRs) [ST]Purchased 10,000 shares.
Purchase
$500,001 - $1,000,000
Notified Jul 24, 2026New
Disclosed 28 days after the trade. INTC closed at $92.32 on Jul 24, 2026; changes are measured from that close.
Point
Session
Close
Change
On $750,001 bought
Day after the tradeJul 27, 2026
Jul 27, 2026
$91.67
−0.70%
−$5,281 loss
Day of disclosureAug 21, 2026
Aug 21, 2026
$90.07
−2.44%
−$18,279 loss
30 days afterAug 24, 2026
Aug 24, 2026
$87.26
−5.48%
−$41,107 loss
90 days after
Pending: first session on or after Oct 22, 2026
Latest closeOct 20, 2026
Oct 20, 2026
$91.69
−0.68%
−$5,118 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.
Jul 27, 2026Filed 25 days later
Spouse
REOF XXV, LLCAsset-Backed Securities [AB]Additional investment in LLC which is acquiring and restoring a luxury hotel property in San Francisco, CA.
Purchase
$500,001 - $1,000,000
Notified Jul 27, 2026New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
May 29, 2026Filed 25 days later
Spouse
Intel Corporation - Common StockINTCOptions [OP]Purchased 200 call options with a strike price of $50 and an expiration date of 3/19/27.
Purchase
$1,000,001 - $5,000,000
Notified May 29, 2026New
Options are not priced
May 29, 2026Filed 25 days later
Spouse
Uber Technologies, Inc. Common StockUBEROptions [OP]Purchased 200 call options with a strike price of $50 and an expiration date of 3/19/27.
Purchase
$500,001 - $1,000,000
Notified May 29, 2026New
Options are not priced
Alphabet Inc. - Class A Common StockGOOGL
Options [OP]
Purchased 20 call options with a strike price of $150 and an expiration date of 1/15/27.
Transaction date
Dec 30, 2025Filed 24 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Dec 30, 2025New
Options are not priced
Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Contribution of 7,704 shares held personally to Donor-Advised Fund.
Transaction date
Dec 30, 2025Filed 24 days later
Type
Partial sale
Amount (as reported)
$1,000,001 - $5,000,000
Owner
Spouse
Notified / status
Notified Dec 30, 2025New
Disclosed 24 days after the trade. GOOGL closed at $313.85 on Dec 30, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeDec 31, 2025
Dec 31, 2025
$313.00
−0.27%
$8,125 loss avoided
Day of disclosureJan 23, 2026
Jan 23, 2026
$327.93
+4.49%
$134,587 gain missed
30 days afterJan 29, 2026
Jan 29, 2026
$338.25
+7.77%
$233,233 gain missed
90 days afterMar 30, 2026
Mar 30, 2026
$273.50
−12.9%
$385,694 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$340.28
+8.42%
$252,589 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
Options [OP]
Purchased 20 call options with a strike price of $120 and an expiration date of 1/15/27.
Transaction date
Dec 30, 2025Filed 24 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
Notified / status
Notified Dec 30, 2025New
Options are not priced
Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Sold 20,000 shares.
Transaction date
Dec 24, 2025Filed 30 days later
Type
Partial sale
Amount (as reported)
$1,000,001 - $5,000,000
Owner
Spouse
Notified / status
Notified Dec 24, 2025New
Disclosed 30 days after the trade. AMZN closed at $232.38 on Dec 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeDec 26, 2025
Dec 26, 2025
$232.52
+0.06%
$1,807 gain missed
Day of disclosureJan 23, 2026
Jan 23, 2026
$239.16
+2.92%
$87,529 gain missed
30 days afterJan 23, 2026
Jan 23, 2026
$239.16
+2.92%
$87,529 gain missed
90 days afterMar 24, 2026
Mar 24, 2026
$207.24
−10.8%
$324,555 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+13.0%
$390,524 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]
Exercised 50 call options purchased 1/14/25 (5,000 shares) at a strike price of $150 with an expiration date of 1/16/26.
Transaction date
Jan 16, 2026Filed 7 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Jan 16, 2026New
Disclosed 7 days after the trade. AMZN closed at $239.12 on Jan 16, 2026; changes are measured from that close.
Point
Session
Close
Change
On $750,001 bought
Day after the tradeJan 20, 2026
Jan 20, 2026
$231.00
−3.40%
−$25,468 loss
Day of disclosureJan 23, 2026
Jan 23, 2026
$239.16
+0.02%
+$125 gain
30 days afterFeb 17, 2026
Feb 17, 2026
$201.15
−15.9%
−$119,093 loss
90 days afterApr 16, 2026
Apr 16, 2026
$249.70
+4.42%
+$33,184 gain
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+9.83%
+$73,739 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Sold 45,000 shares.
Transaction date
Dec 24, 2025Filed 30 days later
Type
Partial sale
Amount (as reported)
$5,000,001 - $25,000,000
Owner
Spouse
Notified / status
Notified Dec 24, 2025New
Disclosed 30 days after the trade. AAPL closed at $273.81 on Dec 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $15,000,001 sold
Day after the tradeDec 26, 2025
Dec 26, 2025
$273.40
−0.15%
$22,461 loss avoided
Day of disclosureJan 23, 2026
Jan 23, 2026
$248.04
−9.41%
$1,411,745 loss avoided
30 days afterJan 23, 2026
Jan 23, 2026
$248.04
−9.41%
$1,411,745 loss avoided
90 days afterMar 24, 2026
Mar 24, 2026
$251.64
−8.10%
$1,214,528 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+24.0%
$3,598,664 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
Options [OP]
Purchased 20 call options with a strike price of $100 and an expiration date of 1/15/27.
Transaction date
Dec 30, 2025Filed 24 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Dec 30, 2025New
Options are not priced
Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Contribution of 28,200 shares to Donor-Advised Fund.
Transaction date
Dec 30, 2025Filed 24 days later
Type
Partial sale
Amount (as reported)
$5,000,001 - $25,000,000
Owner
Spouse
Notified / status
Notified Dec 30, 2025New
Disclosed 24 days after the trade. AAPL closed at $273.08 on Dec 30, 2025; changes are measured from that close.
Point
Session
Close
Change
On $15,000,001 sold
Day after the tradeDec 31, 2025
Dec 31, 2025
$271.86
−0.45%
$67,013 loss avoided
Day of disclosureJan 23, 2026
Jan 23, 2026
$248.04
−9.17%
$1,375,421 loss avoided
30 days afterJan 29, 2026
Jan 29, 2026
$258.28
−5.42%
$812,949 loss avoided
90 days afterMar 30, 2026
Mar 30, 2026
$246.63
−9.69%
$1,452,871 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+24.3%
$3,648,382 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
Options [OP]
Purchased 20 call options with a strike price of $100 and an expiration date of 1/15/27.
Transaction date
Dec 30, 2025Filed 24 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
Notified / status
Notified Dec 30, 2025New
Options are not priced
NVIDIA Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Sold 20,000 shares.
Transaction date
Dec 24, 2025Filed 30 days later
Type
Partial sale
Amount (as reported)
$1,000,001 - $5,000,000
Owner
Spouse
Notified / status
Notified Dec 24, 2025New
Disclosed 30 days after the trade. NVDA closed at $188.61 on Dec 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeDec 26, 2025
Dec 26, 2025
$190.53
+1.02%
$30,539 gain missed
Day of disclosureJan 23, 2026
Jan 23, 2026
$187.67
−0.50%
$14,951 loss avoided
30 days afterJan 23, 2026
Jan 23, 2026
$187.67
−0.50%
$14,951 loss avoided
90 days afterMar 24, 2026
Mar 24, 2026
$175.20
−7.11%
$213,297 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+14.8%
$443,137 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]
Exercised 50 call options purchased 1/14/25 (5,000 shares) at a strike price of $80 with an expiration date of 1/16/26.
Transaction date
Jan 16, 2026Filed 7 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Jan 16, 2026New
Disclosed 7 days after the trade. NVDA closed at $186.23 on Jan 16, 2026; changes are measured from that close.
Point
Session
Close
Change
On $375,001 bought
Day after the tradeJan 20, 2026
Jan 20, 2026
$178.07
−4.38%
−$16,431 loss
Day of disclosureJan 23, 2026
Jan 23, 2026
$187.67
+0.77%
+$2,900 gain
30 days afterFeb 17, 2026
Feb 17, 2026
$184.97
−0.68%
−$2,537 loss
90 days afterApr 16, 2026
Apr 16, 2026
$198.35
+6.51%
+$24,405 gain
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+16.2%
+$60,893 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.
PayPal Holdings, Inc. - Common StockPYPL
Stocks (including ADRs) [ST]
Sold 5,000 shares.
Transaction date
Dec 30, 2025Filed 24 days later
Type
Sale
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Dec 30, 2025New
Disclosed 24 days after the trade. PYPL closed at $59.10 on Dec 30, 2025; changes are measured from that close.
Point
Session
Close
Change
On $375,001 sold
Day after the tradeDec 31, 2025
Dec 31, 2025
$58.38
−1.22%
$4,569 loss avoided
Day of disclosureJan 23, 2026
Jan 23, 2026
$56.62
−4.20%
$15,736 loss avoided
30 days afterJan 29, 2026
Jan 29, 2026
$53.11
−10.1%
$38,008 loss avoided
90 days afterMar 30, 2026
Mar 30, 2026
$44.67
−24.4%
$91,561 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$57.14
−3.32%
$12,437 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.
Tempus AI, Inc. - Class A Common StockTEM
Stocks (including ADRs) [ST]
Exercised 50 call options purchased 1/14/25 (5,000 shares) at a strike price of $20 with an expiration date of 1/16/26.
Transaction date
Jan 16, 2026Filed 7 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
Notified / status
Notified Jan 16, 2026New
Disclosed 7 days after the trade. TEM closed at $70.33 on Jan 16, 2026; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeJan 20, 2026
Jan 20, 2026
$66.78
−5.05%
−$3,786 loss
Day of disclosureJan 23, 2026
Jan 23, 2026
$65.32
−7.12%
−$5,343 loss
30 days afterFeb 17, 2026
Feb 17, 2026
$52.56
−25.3%
−$18,950 loss
90 days afterApr 16, 2026
Apr 16, 2026
$54.42
−22.6%
−$16,967 loss
Latest closeOct 20, 2026
Oct 20, 2026
$66.75
−5.09%
−$3,818 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.
Versant Media Group, Inc. - Class A Common StockVSNT
Stocks (including ADRs) [ST]
776 shares and cash in lieu received as a result of spinoff from Comcast Corporation. No shares of Comcast were surrendered as a result of the spinoff.
Transaction date
Jan 2, 2026Filed 21 days later
Type
Exchange
Amount (as reported)
$15.00exact amount as reported
Owner
Spouse
Notified / status
Notified Jan 2, 2026New
Disclosed 21 days after the trade. VSNT closed at $40.57 on Jan 5, 2026 (the first session on or after the trade date); changes are measured from that close.
Point
Session
Close
Change
Day after the tradeJan 5, 2026
Jan 5, 2026
$40.57
0.00%
Day of disclosureJan 23, 2026
Jan 23, 2026
$31.62
−22.1%
30 days afterFeb 2, 2026
Feb 2, 2026
$32.49
−19.9%
90 days afterApr 2, 2026
Apr 2, 2026
$37.43
−7.74%
Latest closeOct 20, 2026
Oct 20, 2026
$31.73
−21.8%
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Vistra Corp. Common StockVST
Stocks (including ADRs) [ST]
Exercised 50 call options purchased 1/14/25 (5,000 shares) at a strike price of $50 with an expiration date of 1/16/26.
Transaction date
Jan 16, 2026Filed 7 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
Notified / status
Notified Jan 16, 2026New
Disclosed 7 days after the trade. VST closed at $166.60 on Jan 16, 2026; changes are measured from that close.
Point
Session
Close
Change
On $175,001 bought
Day after the tradeJan 20, 2026
Jan 20, 2026
$156.81
−5.88%
−$10,284 loss
Day of disclosureJan 23, 2026
Jan 23, 2026
$160.12
−3.89%
−$6,807 loss
30 days afterFeb 17, 2026
Feb 17, 2026
$173.68
+4.25%
+$7,437 gain
90 days afterApr 16, 2026
Apr 16, 2026
$165.53
−0.64%
−$1,124 loss
Latest closeOct 20, 2026
Oct 20, 2026
$150.32
−9.77%
−$17,101 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.
Walt Disney CompanyDIS
Stocks (including ADRs) [ST]
Sold 10,000 shares.
Transaction date
Dec 30, 2025Filed 24 days later
Type
Sale
Amount (as reported)
$1,000,001 - $5,000,000
Owner
Spouse
Notified / status
Notified Dec 30, 2025New
Disclosed 24 days after the trade. DIS closed at $114.79 on Dec 30, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeDec 31, 2025
Dec 31, 2025
$113.77
−0.89%
$26,657 loss avoided
Day of disclosureJan 23, 2026
Jan 23, 2026
$110.98
−3.32%
$99,573 loss avoided
30 days afterJan 29, 2026
Jan 29, 2026
$111.58
−2.80%
$83,892 loss avoided
90 days afterMar 30, 2026
Mar 30, 2026
$94.32
−17.8%
$534,977 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$111.67
−2.72%
$81,540 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 StockGOOGLStocks (including ADRs) [ST]Exercised 50 call options purchased 1/14/25 (5,000 shares) at a strike price of $150 with an expiration date of 1/16/26.
Purchase
$500,001 - $1,000,000
Notified Jan 16, 2026New
Disclosed 7 days after the trade. GOOGL closed at $330.00 on Jan 16, 2026; changes are measured from that close.
Point
Session
Close
Change
On $750,001 bought
Day after the tradeJan 20, 2026
Jan 20, 2026
$322.00
−2.42%
−$18,182 loss
Day of disclosureJan 23, 2026
Jan 23, 2026
$327.93
−0.63%
−$4,705 loss
30 days afterFeb 17, 2026
Feb 17, 2026
$302.02
−8.48%
−$63,591 loss
90 days afterApr 16, 2026
Apr 16, 2026
$336.02
+1.82%
+$13,682 gain
Latest closeOct 20, 2026
Oct 20, 2026
$340.28
+3.11%
+$23,352 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 30, 2025Filed 24 days later
Spouse
Alphabet Inc. - Class A Common StockGOOGLOptions [OP]Purchased 20 call options with a strike price of $150 and an expiration date of 1/15/27.
Purchase
$250,001 - $500,000
Notified Dec 30, 2025New
Options are not priced
Dec 30, 2025Filed 24 days later
Spouse
Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Contribution of 7,704 shares held personally to Donor-Advised Fund.
Partial sale
$1,000,001 - $5,000,000
Notified Dec 30, 2025New
Disclosed 24 days after the trade. GOOGL closed at $313.85 on Dec 30, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeDec 31, 2025
Dec 31, 2025
$313.00
−0.27%
$8,125 loss avoided
Day of disclosureJan 23, 2026
Jan 23, 2026
$327.93
+4.49%
$134,587 gain missed
30 days afterJan 29, 2026
Jan 29, 2026
$338.25
+7.77%
$233,233 gain missed
90 days afterMar 30, 2026
Mar 30, 2026
$273.50
−12.9%
$385,694 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$340.28
+8.42%
$252,589 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.
Dec 30, 2025Filed 24 days later
Spouse
Amazon.com, Inc. - Common StockAMZNOptions [OP]Purchased 20 call options with a strike price of $120 and an expiration date of 1/15/27.
Purchase
$100,001 - $250,000
Notified Dec 30, 2025New
Options are not priced
Dec 24, 2025Filed 30 days later
Spouse
Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Sold 20,000 shares.
Partial sale
$1,000,001 - $5,000,000
Notified Dec 24, 2025New
Disclosed 30 days after the trade. AMZN closed at $232.38 on Dec 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeDec 26, 2025
Dec 26, 2025
$232.52
+0.06%
$1,807 gain missed
Day of disclosureJan 23, 2026
Jan 23, 2026
$239.16
+2.92%
$87,529 gain missed
30 days afterJan 23, 2026
Jan 23, 2026
$239.16
+2.92%
$87,529 gain missed
90 days afterMar 24, 2026
Mar 24, 2026
$207.24
−10.8%
$324,555 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+13.0%
$390,524 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 16, 2026Filed 7 days later
Spouse
Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Exercised 50 call options purchased 1/14/25 (5,000 shares) at a strike price of $150 with an expiration date of 1/16/26.
Purchase
$500,001 - $1,000,000
Notified Jan 16, 2026New
Disclosed 7 days after the trade. AMZN closed at $239.12 on Jan 16, 2026; changes are measured from that close.
Point
Session
Close
Change
On $750,001 bought
Day after the tradeJan 20, 2026
Jan 20, 2026
$231.00
−3.40%
−$25,468 loss
Day of disclosureJan 23, 2026
Jan 23, 2026
$239.16
+0.02%
+$125 gain
30 days afterFeb 17, 2026
Feb 17, 2026
$201.15
−15.9%
−$119,093 loss
90 days afterApr 16, 2026
Apr 16, 2026
$249.70
+4.42%
+$33,184 gain
Latest closeOct 20, 2026
Oct 20, 2026
$262.63
+9.83%
+$73,739 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 24, 2025Filed 30 days later
Spouse
Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Sold 45,000 shares.
Partial sale
$5,000,001 - $25,000,000
Notified Dec 24, 2025New
Disclosed 30 days after the trade. AAPL closed at $273.81 on Dec 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $15,000,001 sold
Day after the tradeDec 26, 2025
Dec 26, 2025
$273.40
−0.15%
$22,461 loss avoided
Day of disclosureJan 23, 2026
Jan 23, 2026
$248.04
−9.41%
$1,411,745 loss avoided
30 days afterJan 23, 2026
Jan 23, 2026
$248.04
−9.41%
$1,411,745 loss avoided
90 days afterMar 24, 2026
Mar 24, 2026
$251.64
−8.10%
$1,214,528 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+24.0%
$3,598,664 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.
Dec 30, 2025Filed 24 days later
Spouse
Apple Inc. - Common StockAAPLOptions [OP]Purchased 20 call options with a strike price of $100 and an expiration date of 1/15/27.
Purchase
$250,001 - $500,000
Notified Dec 30, 2025New
Options are not priced
Dec 30, 2025Filed 24 days later
Spouse
Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Contribution of 28,200 shares to Donor-Advised Fund.
Partial sale
$5,000,001 - $25,000,000
Notified Dec 30, 2025New
Disclosed 24 days after the trade. AAPL closed at $273.08 on Dec 30, 2025; changes are measured from that close.
Point
Session
Close
Change
On $15,000,001 sold
Day after the tradeDec 31, 2025
Dec 31, 2025
$271.86
−0.45%
$67,013 loss avoided
Day of disclosureJan 23, 2026
Jan 23, 2026
$248.04
−9.17%
$1,375,421 loss avoided
30 days afterJan 29, 2026
Jan 29, 2026
$258.28
−5.42%
$812,949 loss avoided
90 days afterMar 30, 2026
Mar 30, 2026
$246.63
−9.69%
$1,452,871 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+24.3%
$3,648,382 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.
Dec 30, 2025Filed 24 days later
Spouse
NVIDIA Corporation - Common StockNVDAOptions [OP]Purchased 20 call options with a strike price of $100 and an expiration date of 1/15/27.
Purchase
$100,001 - $250,000
Notified Dec 30, 2025New
Options are not priced
Dec 24, 2025Filed 30 days later
Spouse
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Sold 20,000 shares.
Partial sale
$1,000,001 - $5,000,000
Notified Dec 24, 2025New
Disclosed 30 days after the trade. NVDA closed at $188.61 on Dec 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeDec 26, 2025
Dec 26, 2025
$190.53
+1.02%
$30,539 gain missed
Day of disclosureJan 23, 2026
Jan 23, 2026
$187.67
−0.50%
$14,951 loss avoided
30 days afterJan 23, 2026
Jan 23, 2026
$187.67
−0.50%
$14,951 loss avoided
90 days afterMar 24, 2026
Mar 24, 2026
$175.20
−7.11%
$213,297 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+14.8%
$443,137 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 16, 2026Filed 7 days later
Spouse
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Exercised 50 call options purchased 1/14/25 (5,000 shares) at a strike price of $80 with an expiration date of 1/16/26.
Purchase
$250,001 - $500,000
Notified Jan 16, 2026New
Disclosed 7 days after the trade. NVDA closed at $186.23 on Jan 16, 2026; changes are measured from that close.
Point
Session
Close
Change
On $375,001 bought
Day after the tradeJan 20, 2026
Jan 20, 2026
$178.07
−4.38%
−$16,431 loss
Day of disclosureJan 23, 2026
Jan 23, 2026
$187.67
+0.77%
+$2,900 gain
30 days afterFeb 17, 2026
Feb 17, 2026
$184.97
−0.68%
−$2,537 loss
90 days afterApr 16, 2026
Apr 16, 2026
$198.35
+6.51%
+$24,405 gain
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+16.2%
+$60,893 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 30, 2025Filed 24 days later
Spouse
PayPal Holdings, Inc. - Common StockPYPLStocks (including ADRs) [ST]Sold 5,000 shares.
Sale
$250,001 - $500,000
Notified Dec 30, 2025New
Disclosed 24 days after the trade. PYPL closed at $59.10 on Dec 30, 2025; changes are measured from that close.
Point
Session
Close
Change
On $375,001 sold
Day after the tradeDec 31, 2025
Dec 31, 2025
$58.38
−1.22%
$4,569 loss avoided
Day of disclosureJan 23, 2026
Jan 23, 2026
$56.62
−4.20%
$15,736 loss avoided
30 days afterJan 29, 2026
Jan 29, 2026
$53.11
−10.1%
$38,008 loss avoided
90 days afterMar 30, 2026
Mar 30, 2026
$44.67
−24.4%
$91,561 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$57.14
−3.32%
$12,437 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.
Jan 16, 2026Filed 7 days later
Spouse
Tempus AI, Inc. - Class A Common StockTEMStocks (including ADRs) [ST]Exercised 50 call options purchased 1/14/25 (5,000 shares) at a strike price of $20 with an expiration date of 1/16/26.
Purchase
$50,001 - $100,000
Notified Jan 16, 2026New
Disclosed 7 days after the trade. TEM closed at $70.33 on Jan 16, 2026; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeJan 20, 2026
Jan 20, 2026
$66.78
−5.05%
−$3,786 loss
Day of disclosureJan 23, 2026
Jan 23, 2026
$65.32
−7.12%
−$5,343 loss
30 days afterFeb 17, 2026
Feb 17, 2026
$52.56
−25.3%
−$18,950 loss
90 days afterApr 16, 2026
Apr 16, 2026
$54.42
−22.6%
−$16,967 loss
Latest closeOct 20, 2026
Oct 20, 2026
$66.75
−5.09%
−$3,818 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.
Jan 2, 2026Filed 21 days later
Spouse
Versant Media Group, Inc. - Class A Common StockVSNTStocks (including ADRs) [ST]776 shares and cash in lieu received as a result of spinoff from Comcast Corporation. No shares of Comcast were surrendered as a result of the spinoff.
Exchange
$15.00exact amount as reported
Notified Jan 2, 2026New
Disclosed 21 days after the trade. VSNT closed at $40.57 on Jan 5, 2026 (the first session on or after the trade date); changes are measured from that close.
Point
Session
Close
Change
Day after the tradeJan 5, 2026
Jan 5, 2026
$40.57
0.00%
Day of disclosureJan 23, 2026
Jan 23, 2026
$31.62
−22.1%
30 days afterFeb 2, 2026
Feb 2, 2026
$32.49
−19.9%
90 days afterApr 2, 2026
Apr 2, 2026
$37.43
−7.74%
Latest closeOct 20, 2026
Oct 20, 2026
$31.73
−21.8%
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 16, 2026Filed 7 days later
Spouse
Vistra Corp. Common StockVSTStocks (including ADRs) [ST]Exercised 50 call options purchased 1/14/25 (5,000 shares) at a strike price of $50 with an expiration date of 1/16/26.
Purchase
$100,001 - $250,000
Notified Jan 16, 2026New
Disclosed 7 days after the trade. VST closed at $166.60 on Jan 16, 2026; changes are measured from that close.
Point
Session
Close
Change
On $175,001 bought
Day after the tradeJan 20, 2026
Jan 20, 2026
$156.81
−5.88%
−$10,284 loss
Day of disclosureJan 23, 2026
Jan 23, 2026
$160.12
−3.89%
−$6,807 loss
30 days afterFeb 17, 2026
Feb 17, 2026
$173.68
+4.25%
+$7,437 gain
90 days afterApr 16, 2026
Apr 16, 2026
$165.53
−0.64%
−$1,124 loss
Latest closeOct 20, 2026
Oct 20, 2026
$150.32
−9.77%
−$17,101 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.
Dec 30, 2025Filed 24 days later
Spouse
Walt Disney CompanyDISStocks (including ADRs) [ST]Sold 10,000 shares.
Sale
$1,000,001 - $5,000,000
Notified Dec 30, 2025New
Disclosed 24 days after the trade. DIS closed at $114.79 on Dec 30, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeDec 31, 2025
Dec 31, 2025
$113.77
−0.89%
$26,657 loss avoided
Day of disclosureJan 23, 2026
Jan 23, 2026
$110.98
−3.32%
$99,573 loss avoided
30 days afterJan 29, 2026
Jan 29, 2026
$111.58
−2.80%
$83,892 loss avoided
90 days afterMar 30, 2026
Mar 30, 2026
$94.32
−17.8%
$534,977 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$111.67
−2.72%
$81,540 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.
Spouse
Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Contribution of 382 shares held personally to Trinity University in Washington, DC.
Partial sale
$100,001 - $250,000
Notified Oct 22, 2025New
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Jun 20, 2025New
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Jun 20, 2025Filed 19 days later
Spouse
Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Exercised 200 call options purchased 6/24/24 (20,000 shares) at a strike price of $80 with an expiration date of 6/20/25.
Purchase
$1,000,001 - $5,000,000
Notified Jun 20, 2025New
Disclosed 19 days after the trade. AVGO closed at $249.99 on Jun 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 bought
Day after the tradeJun 23, 2025
Jun 23, 2025
$253.77
+1.51%
+$45,362 gain
Day of disclosureJul 9, 2025
Jul 9, 2025
$277.90
+11.2%
+$334,934 gain
30 days afterJul 21, 2025
Jul 21, 2025
$288.21
+15.3%
+$458,658 gain
90 days afterSep 18, 2025
Sep 18, 2025
$345.35
+38.1%
+$1,144,366 gain
Latest closeOct 20, 2026
Oct 20, 2026
$334.37
+33.8%
+$1,012,601 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.
Jun 20, 2025Filed 19 days later
Spouse
Matthews International Mutual FundOther [OT]Sale of 2,822 units.Location: USComment: Loss of $28,948 on sale.
Sale
$15,001 - $50,000
Notified Jun 20, 2025New
No ticker reported
Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Sold 31,600 shares.
Transaction date
Dec 31, 2024Filed 17 days later
Type
Partial sale
Amount (as reported)
$5,000,001 - $25,000,000
Owner
Spouse
Notified / status
Notified Dec 31, 2024New
Disclosed 17 days after the trade. AAPL closed at $250.42 on Dec 31, 2024; changes are measured from that close.
Point
Session
Close
Change
On $15,000,001 sold
Day after the tradeJan 2, 2025
Jan 2, 2025
$243.85
−2.62%
$393,539 loss avoided
Day of disclosureJan 17, 2025
Jan 17, 2025
$229.98
−8.16%
$1,224,343 loss avoided
30 days afterJan 30, 2025
Jan 30, 2025
$237.59
−5.12%
$768,509 loss avoided
90 days afterMar 31, 2025
Mar 31, 2025
$222.13
−11.3%
$1,694,553 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+35.6%
$5,335,836 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]
Sold 10,000 shares.
Transaction date
Dec 31, 2024Filed 17 days later
Type
Partial sale
Amount (as reported)
$1,000,001 - $5,000,000
Owner
Spouse
Notified / status
Notified Dec 31, 2024New
Disclosed 17 days after the trade. NVDA closed at $134.29 on Dec 31, 2024; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeJan 2, 2025
Jan 2, 2025
$138.31
+2.99%
$89,806 gain missed
Day of disclosureJan 17, 2025
Jan 17, 2025
$137.71
+2.55%
$76,402 gain missed
30 days afterJan 30, 2025
Jan 30, 2025
$124.65
−7.18%
$215,355 loss avoided
90 days afterMar 31, 2025
Mar 31, 2025
$108.38
−19.3%
$578,822 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+61.2%
$1,835,878 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]
Exercised 500 call options purchased 11/22/23 (50,000 shares) at a strike price of $12 with an expiration date of 12/20/24.
Transaction date
Dec 20, 2024Filed 28 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Dec 20, 2024New
Disclosed 28 days after the trade. NVDA closed at $134.70 on Dec 20, 2024; changes are measured from that close.
Point
Session
Close
Change
On $750,001 bought
Day after the tradeDec 23, 2024
Dec 23, 2024
$139.67
+3.69%
+$27,673 gain
Day of disclosureJan 17, 2025
Jan 17, 2025
$137.71
+2.23%
+$16,759 gain
30 days afterJan 21, 2025
Jan 21, 2025
$140.83
+4.55%
+$34,131 gain
90 days afterMar 20, 2025
Mar 20, 2025
$118.53
−12.0%
−$90,034 loss
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+60.7%
+$455,290 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
Options [OP]
Purchased 50 call options with a strike price of $80 and an expiration date of 1/16/26.
Transaction date
Jan 14, 2025Filed 3 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
Notified / status
Notified Jan 14, 2025New
Options are not priced
Palo Alto Networks, Inc.PANW
Stocks (including ADRs) [ST]
Exercised 140 call options purchased 2/12/24 & 2/21/24 (14,000 shares) at a strike price of $100 with an expiration date of 12/20/24.
Transaction date
Dec 20, 2024Filed 28 days later
Type
Purchase
Amount (as reported)
$1,000,001 - $5,000,000
Owner
Spouse
Notified / status
Notified Dec 20, 2024New
Disclosed 28 days after the trade. PANW closed at $186.78 on Dec 20, 2024; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 bought
Day after the tradeDec 23, 2024
Dec 23, 2024
$188.22
+0.77%
+$23,129 gain
Day of disclosureJan 17, 2025
Jan 17, 2025
$177.11
−5.18%
−$155,316 loss
30 days afterJan 21, 2025
Jan 21, 2025
$183.51
−1.75%
−$52,522 loss
90 days afterMar 20, 2025
Mar 20, 2025
$184.01
−1.48%
−$44,491 loss
Latest closeOct 20, 2026
Oct 20, 2026
$340.28
+82.2%
+$2,465,468 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.
Tempus AI, Inc. - Class A Common StockTEM
Options [OP]
Purchased 50 call options with a strike price of $20 and an expiration date of 1/16/26.
Transaction date
Jan 14, 2025Filed 3 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
Notified / status
Notified Jan 14, 2025New
Options are not priced
Vistra Corp. Common StockVST
Options [OP]
Purchased 50 call options with a strike price of $50 and an expiration date of 1/16/26.
Transaction date
Jan 14, 2025Filed 3 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Spouse
Notified / status
Notified Jan 14, 2025New
Options are not priced
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Jan 14, 2025Filed 3 days later
Spouse
Alphabet Inc. - Class A Common StockGOOGLOptions [OP]Purchased 50 call options with a strike price of $150 and an expiration date of 1/16/26.
Purchase
$250,001 - $500,000
Notified Jan 14, 2025New
Options are not priced
Jan 14, 2025Filed 3 days later
Spouse
Amazon.com, Inc. - Common StockAMZNOptions [OP]Purchased 50 call options with a strike price of $150 and an expiration date of 1/16/26.
Purchase
$250,001 - $500,000
Notified Jan 14, 2025New
Options are not priced
Dec 31, 2024Filed 17 days later
Spouse
Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Sold 31,600 shares.
Partial sale
$5,000,001 - $25,000,000
Notified Dec 31, 2024New
Disclosed 17 days after the trade. AAPL closed at $250.42 on Dec 31, 2024; changes are measured from that close.
Point
Session
Close
Change
On $15,000,001 sold
Day after the tradeJan 2, 2025
Jan 2, 2025
$243.85
−2.62%
$393,539 loss avoided
Day of disclosureJan 17, 2025
Jan 17, 2025
$229.98
−8.16%
$1,224,343 loss avoided
30 days afterJan 30, 2025
Jan 30, 2025
$237.59
−5.12%
$768,509 loss avoided
90 days afterMar 31, 2025
Mar 31, 2025
$222.13
−11.3%
$1,694,553 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$339.50
+35.6%
$5,335,836 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.
Dec 31, 2024Filed 17 days later
Spouse
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Sold 10,000 shares.
Partial sale
$1,000,001 - $5,000,000
Notified Dec 31, 2024New
Disclosed 17 days after the trade. NVDA closed at $134.29 on Dec 31, 2024; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeJan 2, 2025
Jan 2, 2025
$138.31
+2.99%
$89,806 gain missed
Day of disclosureJan 17, 2025
Jan 17, 2025
$137.71
+2.55%
$76,402 gain missed
30 days afterJan 30, 2025
Jan 30, 2025
$124.65
−7.18%
$215,355 loss avoided
90 days afterMar 31, 2025
Mar 31, 2025
$108.38
−19.3%
$578,822 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+61.2%
$1,835,878 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.
Dec 20, 2024Filed 28 days later
Spouse
NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Exercised 500 call options purchased 11/22/23 (50,000 shares) at a strike price of $12 with an expiration date of 12/20/24.
Purchase
$500,001 - $1,000,000
Notified Dec 20, 2024New
Disclosed 28 days after the trade. NVDA closed at $134.70 on Dec 20, 2024; changes are measured from that close.
Point
Session
Close
Change
On $750,001 bought
Day after the tradeDec 23, 2024
Dec 23, 2024
$139.67
+3.69%
+$27,673 gain
Day of disclosureJan 17, 2025
Jan 17, 2025
$137.71
+2.23%
+$16,759 gain
30 days afterJan 21, 2025
Jan 21, 2025
$140.83
+4.55%
+$34,131 gain
90 days afterMar 20, 2025
Mar 20, 2025
$118.53
−12.0%
−$90,034 loss
Latest closeOct 20, 2026
Oct 20, 2026
$216.47
+60.7%
+$455,290 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 14, 2025Filed 3 days later
Spouse
NVIDIA Corporation - Common StockNVDAOptions [OP]Purchased 50 call options with a strike price of $80 and an expiration date of 1/16/26.
Purchase
$250,001 - $500,000
Notified Jan 14, 2025New
Options are not priced
Dec 20, 2024Filed 28 days later
Spouse
Palo Alto Networks, Inc.PANWStocks (including ADRs) [ST]Exercised 140 call options purchased 2/12/24 & 2/21/24 (14,000 shares) at a strike price of $100 with an expiration date of 12/20/24.
Purchase
$1,000,001 - $5,000,000
Notified Dec 20, 2024New
Disclosed 28 days after the trade. PANW closed at $186.78 on Dec 20, 2024; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 bought
Day after the tradeDec 23, 2024
Dec 23, 2024
$188.22
+0.77%
+$23,129 gain
Day of disclosureJan 17, 2025
Jan 17, 2025
$177.11
−5.18%
−$155,316 loss
30 days afterJan 21, 2025
Jan 21, 2025
$183.51
−1.75%
−$52,522 loss
90 days afterMar 20, 2025
Mar 20, 2025
$184.01
−1.48%
−$44,491 loss
Latest closeOct 20, 2026
Oct 20, 2026
$340.28
+82.2%
+$2,465,468 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Jan 14, 2025Filed 3 days later
Spouse
Tempus AI, Inc. - Class A Common StockTEMOptions [OP]Purchased 50 call options with a strike price of $20 and an expiration date of 1/16/26.
Purchase
$50,001 - $100,000
Notified Jan 14, 2025New
Options are not priced
Jan 14, 2025Filed 3 days later
Spouse
Vistra Corp. Common StockVSTOptions [OP]Purchased 50 call options with a strike price of $50 and an expiration date of 1/16/26.
