
Senator · RI · D
Current term Jan 3, 2025 – Jan 3, 2031 · In the Senate since Jan 4, 2007
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Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.
Reports filed since Jan 1, 2025 with the Senate Office of Public Records (eFD), 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.
62 reported transactions in 16 electronically filed reports; latest filed Oct 1, 2026.
Periodic Transaction Report · filed Oct 1, 2026 · Senate eFD
View original filingJP Morgan Chase & Co. Common StockJPM
Stock
Disclosed 27 days after the trade. JPM closed at $358.64 on Sep 4, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeSep 8, 2026 | $353.51 | −1.43% | $465 loss avoided | |
| Day of disclosureOct 1, 2026 | $333.18 | −7.10% | $2,307 loss avoided | |
| 30 days afterOct 5, 2026 | $332.38 | −7.32% | $2,380 loss avoided | |
| 90 days after | Pending: first session on or after Dec 3, 2026 | |||
| Latest closeOct 20, 2026 | $335.26 | −6.52% | $2,119 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.
Analog Devices, Inc. - Common StockADI
Stock
Disclosed 27 days after the trade. ADI closed at $362.25 on Sep 4, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeSep 8, 2026 | $363.20 | +0.26% | $21 gain missed | |
| Day of disclosureOct 1, 2026 | $404.60 | +11.7% | $935 gain missed | |
| 30 days afterOct 5, 2026 | $419.10 | +15.7% | $1,256 gain missed | |
| 90 days after | Pending: first session on or after Dec 3, 2026 | |||
| Latest closeOct 20, 2026 | $397.05 | +9.61% | $769 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.
Visa Inc.V
Stock
Disclosed 27 days after the trade. V closed at $375.07 on Sep 4, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeSep 8, 2026 | $368.64 | −1.71% | $137 loss avoided | |
| Day of disclosureOct 1, 2026 | $359.85 | −4.06% | $325 loss avoided | |
| 30 days afterOct 5, 2026 | $369.71 | −1.43% | $114 loss avoided | |
| 90 days after | Pending: first session on or after Dec 3, 2026 | |||
| Latest closeOct 20, 2026 | $406.57 | +8.40% | $672 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.
Visa Inc.V
Stock
Disclosed 27 days after the trade. V closed at $375.07 on Sep 4, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeSep 8, 2026 | $368.64 | −1.71% | $137 loss avoided | |
| Day of disclosureOct 1, 2026 | $359.85 | −4.06% | $325 loss avoided | |
| 30 days afterOct 5, 2026 | $369.71 | −1.43% | $114 loss avoided | |
| 90 days after | Pending: first session on or after Dec 3, 2026 | |||
| Latest closeOct 20, 2026 | $406.57 | +8.40% | $672 gain missed | |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
JP Morgan Chase & Co. Common StockJPM
Stock
Disclosed 27 days after the trade. JPM closed at $358.64 on Sep 4, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeSep 8, 2026 | $353.51 | −1.43% | $465 loss avoided | |
| Day of disclosureOct 1, 2026 | $333.18 | −7.10% | $2,307 loss avoided | |
| 30 days afterOct 5, 2026 | $332.38 | −7.32% | $2,380 loss avoided | |
| 90 days after | Pending: first session on or after Dec 3, 2026 | |||
| Latest closeOct 20, 2026 | $335.26 | −6.52% | $2,119 loss avoided | |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sep 4, 2026Filed 27 days later | Spouse | JP Morgan Chase & Co. Common StockJPMStock | Partial sale | $15,001 - $50,000 | |||||||||||||||||||||||||||
Disclosed 27 days after the trade. JPM closed at $358.64 on Sep 4, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Sep 4, 2026Filed 27 days later | Spouse | Analog Devices, Inc. - Common StockADIStock | Partial sale | $1,001 - $15,000 | |||||||||||||||||||||||||||
Disclosed 27 days after the trade. ADI closed at $362.25 on Sep 4, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Sep 4, 2026Filed 27 days later | Spouse | Visa Inc.VStock | Partial sale | $1,001 - $15,000 | |||||||||||||||||||||||||||
Disclosed 27 days after the trade. V closed at $375.07 on Sep 4, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Sep 4, 2026Filed 27 days later | Member | Visa Inc.V | |||||||||||||||||||||||||||||
Disclosed 27 days after the trade. V closed at $375.07 on Sep 4, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
Periodic Transaction Report · filed Sep 2, 2026 · Senate eFD
View original filingSDZNY- Sandoz Group AG ADR
Stock
No ticker reported
NVIDIA Corporation - Common StockNVDA
Stock
Disclosed 20 days after the trade. NVDA closed at $225.30 on Aug 13, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeAug 14, 2026 | $225.16 | −0.06% | $20 loss avoided | |
| Day of disclosureSep 2, 2026 | $224.41 | −0.40% | $128 loss avoided | |
| 30 days afterSep 14, 2026 | $210.96 | −6.36% | $2,069 loss avoided | |
| 90 days after | Pending: first session on or after Nov 11, 2026 | |||
| Latest closeOct 20, 2026 | $216.47 | −3.92% | $1,274 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.
NVIDIA Corporation - Common StockNVDA
Stock
Periodic Transaction Report · filed Aug 3, 2026 · Senate eFD
View original filingLowe's Companies, Inc. Common StockLOW
Stock
Disclosed 14 days after the trade. LOW closed at $204.71 on Jul 20, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 21, 2026 | $203.51 | −0.59% | $47 loss avoided | |
| Day of disclosureAug 3, 2026 | $212.06 | +3.59% | $287 gain missed | |
| 30 days afterAug 19, 2026 | $220.00 | +7.47% | $598 gain missed | |
| 90 days afterOct 19, 2026 | $195.92 | −4.29% | $344 loss avoided | |
| Latest closeOct 20, 2026 | $198.53 | −3.02% | $242 loss avoided |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 20, 2026Filed 14 days later | Member | Lowe's Companies, Inc. Common StockLOWStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. LOW closed at $204.71 on Jul 20, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Periodic Transaction Report · filed Jul 8, 2026 · Senate eFD
View original filingApple Inc. - Common StockAAPL
Stock
Disclosed 14 days after the trade. AAPL closed at $293.08 on Jun 24, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeJun 25, 2026 | $275.15 | −6.12% | $1,988 loss avoided | |
| Day of disclosureJul 8, 2026 | $313.39 | +6.93% | $2,252 gain missed | |
| 30 days afterJul 24, 2026 | $333.02 | +13.6% | $4,429 gain missed | |
| 90 days afterSep 22, 2026 | $339.75 | +15.9% | $5,175 gain missed | |
| Latest closeOct 20, 2026 | $339.50 | +15.8% | $5,148 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
Stock
Disclosed 14 days after the trade. AAPL closed at $293.08 on Jun 24, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeJun 25, 2026 | $275.15 | −6.12% | $1,988 loss avoided | |
| Day of disclosureJul 8, 2026 | $313.39 | +6.93% | $2,252 gain missed | |
| 30 days afterJul 24, 2026 | $333.02 | +13.6% | $4,429 gain missed | |
| 90 days afterSep 22, 2026 | $339.75 | +15.9% | $5,175 gain missed | |
| Latest closeOct 20, 2026 | $339.50 | +15.8% | $5,148 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 Jun 2, 2026 · Senate eFD
View original filingOracle Corporation Common StockORCL
Stock
Disclosed 26 days after the trade. ORCL closed at $194.59 on May 7, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeMay 8, 2026 | $195.95 | +0.70% | $227 gain missed | |
| Day of disclosureJun 2, 2026 | $244.58 | +25.7% | $8,349 gain missed | |
| 30 days afterJun 8, 2026 | $211.82 | +8.85% | $2,878 gain missed | |
| 90 days afterAug 5, 2026 | $144.39 | −25.8% | $8,385 loss avoided | |
| Latest closeOct 20, 2026 | $131.14 | −32.6% | $10,598 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.
NVIDIA Corporation - Common StockNVDA
Stock
Disclosed 25 days after the trade. NVDA closed at $215.20 on May 8, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $175,001 sold |
|---|---|---|---|---|
| Day after the tradeMay 11, 2026 | $219.44 | +1.97% | $3,448 gain missed | |
| Day of disclosureJun 2, 2026 | $222.82 | +3.54% | $6,197 gain missed | |
| 30 days afterJun 8, 2026 | $208.64 | −3.05% | $5,335 loss avoided | |
| 90 days afterAug 6, 2026 | $218.99 | +1.76% | $3,082 gain missed | |
| Latest closeOct 20, 2026 | $216.47 | +0.59% | $1,033 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 May 4, 2026 · Senate eFD
View original filingJP Morgan Chase & Co. Common StockJPM
Stock
Disclosed 21 days after the trade. JPM closed at $313.68 on Apr 13, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 14, 2026 | $311.12 | −0.82% | $265 loss avoided | |
| Day of disclosureMay 4, 2026 | $307.65 | −1.92% | $625 loss avoided | |
| 30 days afterMay 13, 2026 | $300.25 | −4.28% | $1,392 loss avoided | |
| 90 days afterJul 13, 2026 | $334.53 | +6.65% | $2,160 gain missed | |
| Latest closeOct 20, 2026 | $335.26 | +6.88% | $2,236 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) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026Filed 21 days later | Member | JP Morgan Chase & Co. Common StockJPMStock | Partial sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. JPM closed at $313.68 on Apr 13, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Periodic Transaction Report · filed Apr 8, 2026 · Senate eFD
View original filingPepsiCo, Inc. - Common StockPEP
Stock
Disclosed 9 days after the trade. PEP closed at $156.82 on Mar 30, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeMar 31, 2026 | $155.29 | −0.98% | $78 loss avoided | |
| Day of disclosureApr 8, 2026 | $154.80 | −1.29% | $103 loss avoided | |
| 30 days afterApr 29, 2026 | $155.29 | −0.98% | $78 loss avoided | |
| 90 days afterJun 29, 2026 | $138.68 | −11.6% | $926 loss avoided | |
| Latest closeOct 20, 2026 | $134.02 | −14.5% | $1,163 loss avoided |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 30, 2026Filed 9 days later | Spouse | PepsiCo, Inc. - Common StockPEPStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 9 days after the trade. PEP closed at $156.82 on Mar 30, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Periodic Transaction Report · filed Mar 6, 2026 · Senate eFD
View original filingHome Depot, Inc. (The) Common StockHD
Stock
Disclosed 11 days after the trade. HD closed at $376.99 on Feb 23, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 24, 2026 | $384.48 | +1.99% | $159 gain missed | |
| Day of disclosureMar 6, 2026 | $357.92 | −5.06% | $405 loss avoided | |
| 30 days afterMar 25, 2026 | $332.51 | −11.8% | $944 loss avoided | |
| 90 days afterMay 26, 2026 | $310.54 | −17.6% | $1,410 loss avoided | |
| Latest closeOct 20, 2026 | $315.11 | −16.4% | $1,313 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.
PepsiCo, Inc. - Common StockPEP
Stock
Disclosed 11 days after the trade. PEP closed at $168.32 on Feb 23, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 24, 2026 | $169.54 | +0.72% | $58 gain missed | |
| Day of disclosureMar 6, 2026 | $159.43 | −5.28% | $423 loss avoided | |
| 30 days afterMar 25, 2026 | $151.73 | −9.86% | $789 loss avoided | |
| 90 days afterMay 26, 2026 | $145.68 | −13.5% | $1,076 loss avoided | |
| Latest closeOct 20, 2026 | $134.02 | −20.4% | $1,630 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.
Periodic Transaction Report · filed Feb 4, 2026 · Senate eFD
View original filingStarbucks CorpSBUX
Stock
Disclosed 26 days after the trade. SBUX closed at $88.88 on Jan 9, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 12, 2026 | $89.96 | +1.22% | $97 gain missed | |
| Day of disclosureFeb 4, 2026 | $96.97 | +9.10% | $728 gain missed | |
| 30 days afterFeb 9, 2026 | $98.98 | +11.4% | $909 gain missed | |
| 90 days afterApr 9, 2026 | $96.92 | +9.05% | $724 gain missed | |
| Latest closeOct 20, 2026 | $99.37 | +11.8% | $944 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 CorpNVDA
Stock
Disclosed 26 days after the trade. NVDA closed at $184.86 on Jan 9, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 12, 2026 | $184.94 | +0.04% | $3 gain missed | |
| Day of disclosureFeb 4, 2026 | $174.19 | −5.77% | $462 loss avoided | |
| 30 days afterFeb 9, 2026 | $190.04 | +2.80% | $224 gain missed | |
| 90 days afterApr 9, 2026 | $183.91 | −0.51% | $41 loss avoided | |
| Latest closeOct 20, 2026 | $216.47 | +17.1% | $1,368 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 Dec 1, 2025 · Senate eFD
View original filingGuardant Health IncGH
Stock
Disclosed 10 days after the trade. GH closed at $105.42 on Nov 21, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeNov 24, 2025 | $111.25 | +5.53% | +$442 gain | |
| Day of disclosureDec 1, 2025 | $105.22 | −0.19% | −$15 loss | |
| 30 days afterDec 22, 2025 | $101.34 | −3.87% | −$310 loss | |
| 90 days afterFeb 19, 2026 | $106.38 | +0.91% | +$73 gain | |
| Latest closeOct 20, 2026 | $162.59 | +54.2% | +$4,339 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Coca-Cola CompanyKO
Stock
Disclosed 10 days after the trade. KO closed at $72.95 on Nov 21, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeNov 24, 2025 | $72.59 | −0.49% | −$39 loss | |
| Day of disclosureDec 1, 2025 | $71.95 | −1.37% | −$110 loss | |
| 30 days afterDec 22, 2025 | $70.21 | −3.76% | −$301 loss | |
| 90 days afterFeb 19, 2026 | $78.91 | +8.17% | +$654 gain | |
| Latest closeOct 20, 2026 | $93.49 | +28.2% | +$2,253 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.
| Partial sale |
| $1,001 - $15,000 |
| Sep 4, 2026Filed 27 days later | Member | JP Morgan Chase & Co. Common StockJPMStock | Partial sale | $15,001 - $50,000 | |||||||||||||||||||||||||||
Disclosed 27 days after the trade. JPM closed at $358.64 on Sep 4, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
Disclosed 20 days after the trade. NVDA closed at $225.30 on Aug 13, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 14, 2026 | $225.16 | −0.06% | $5 loss avoided | |
| Day of disclosureSep 2, 2026 | $224.41 | −0.40% | $32 loss avoided | |
| 30 days afterSep 14, 2026 | $210.96 | −6.36% | $509 loss avoided | |
| 90 days after | Pending: first session on or after Nov 11, 2026 | |||
| Latest closeOct 20, 2026 | $216.47 | −3.92% | $314 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.
Lam Research Corporation - Common StockLRCX
Stock
Disclosed 20 days after the trade. LRCX closed at $337.01 on Aug 13, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 14, 2026 | $332.36 | −1.38% | $110 loss avoided | |
| Day of disclosureSep 2, 2026 | $288.32 | −14.4% | $1,156 loss avoided | |
| 30 days afterSep 14, 2026 | $273.49 | −18.8% | $1,508 loss avoided | |
| 90 days after | Pending: first session on or after Nov 11, 2026 | |||
| Latest closeOct 20, 2026 | $263.45 | −21.8% | $1,746 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.
Amgen Inc. - Common StockAMGN
Stock
Disclosed 21 days after the trade. AMGN closed at $416.18 on Aug 12, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 13, 2026 | $417.84 | +0.40% | $32 gain missed | |
| Day of disclosureSep 2, 2026 | $442.84 | +6.41% | $513 gain missed | |
| 30 days afterSep 11, 2026 | $377.35 | −9.33% | $747 loss avoided | |
| 90 days after | Pending: first session on or after Nov 10, 2026 | |||
| Latest closeOct 20, 2026 | $438.94 | +5.47% | $438 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) | Prices | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 6, 2026Filed 27 days later | Member | SDZNY- Sandoz Group AG ADRStock | Sale | $1,001 - $15,000 | No ticker reported | ||||||||||||||||||||||||||
| Aug 13, 2026Filed 20 days later | Member | NVIDIA Corporation - Common StockNVDAStock | Partial sale | $15,001 - $50,000 | |||||||||||||||||||||||||||
Disclosed 20 days after the trade. NVDA closed at $225.30 on Aug 13, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Aug 13, 2026Filed 20 days later | Spouse | NVIDIA Corporation - Common StockNVDAStock | Partial sale | $1,001 - $15,000 | |||||||||||||||||||||||||||
Disclosed 20 days after the trade. NVDA closed at $225.30 on Aug 13, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Aug 13, 2026Filed 20 days later | Spouse | Lam Research Corporation - Common StockLRCXStock | Partial sale | $1,001 - $15,000 | |||||||||||||||||||||||||||
Disclosed 20 days after the trade. LRCX closed at $337.01 on Aug 13, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Aug 12, 2026Filed 21 days later | Spouse | Amgen Inc. - Common StockAMGNStock | Partial sale | $1,001 - $15,000 | |||||||||||||||||||||||||||
Disclosed 21 days after the trade. AMGN closed at $416.18 on Aug 12, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
Crown Castle Inc. Common StockCCI
Stock
Disclosed 13 days after the trade. CCI closed at $79.53 on Jun 25, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 26, 2026 | $82.62 | +3.89% | $311 gain missed | |
| Day of disclosureJul 8, 2026 | $76.90 | −3.31% | $265 loss avoided | |
| 30 days afterJul 27, 2026 | $74.13 | −6.79% | $543 loss avoided | |
| 90 days afterSep 23, 2026 | $70.23 | −11.7% | $936 loss avoided | |
| Latest closeOct 20, 2026 | $81.14 | +2.02% | $162 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
Stock
Disclosed 8 days after the trade. NVDA closed at $200.09 on Jun 30, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeJul 1, 2026 | $197.58 | −1.25% | $408 loss avoided | |
| Day of disclosureJul 8, 2026 | $204.12 | +2.01% | $655 gain missed | |
| 30 days afterJul 30, 2026 | $195.04 | −2.52% | $820 loss avoided | |
| 90 days afterSep 28, 2026 | $228.86 | +14.4% | $4,673 gain missed | |
| Latest closeOct 20, 2026 | $216.47 | +8.19% | $2,661 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.
Coherent Corp. Common StockCOHR
Stock
Disclosed 13 days after the trade. COHR closed at $407.25 on Jun 25, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeJun 26, 2026 | $380.56 | −6.55% | −$2,130 loss | |
| Day of disclosureJul 8, 2026 | $317.05 | −22.1% | −$7,199 loss | |
| 30 days afterJul 27, 2026 | $271.31 | −33.4% | −$10,849 loss | |
| 90 days afterSep 23, 2026 | $300.60 | −26.2% | −$8,511 loss | |
| Latest closeOct 20, 2026 | $231.80 | −43.1% | −$14,002 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.
Micron Technology, Inc. - Common StockMU
Stock
Disclosed 13 days after the trade. MU closed at $1,213.56 on Jun 25, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 26, 2026 | $1,132.33 | −6.69% | −$536 loss | |
| Day of disclosureJul 8, 2026 | $948.80 | −21.8% | −$1,746 loss | |
| 30 days afterJul 27, 2026 | $900.20 | −25.8% | −$2,066 loss | |
| 90 days afterSep 23, 2026 | $1,071.88 | −11.7% | −$934 loss | |
| Latest closeOct 21, 2026 | $913.67 | −24.7% | −$1,977 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 24, 2026Filed 14 days later | Member | Apple Inc. - Common StockAAPLStock | Partial sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. AAPL closed at $293.08 on Jun 24, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jun 24, 2026Filed 14 days later | Spouse | Apple Inc. - Common StockAAPLStock | Partial sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 14 days after the trade. AAPL closed at $293.08 on Jun 24, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jun 25, 2026Filed 13 days later | Member | Crown Castle Inc. Common StockCCIStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 13 days after the trade. CCI closed at $79.53 on Jun 25, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jun 30, 2026Filed 8 days later | Member | NVIDIA Corporation - Common StockNVDAStock | Partial sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. NVDA closed at $200.09 on Jun 30, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jun 25, 2026Filed 13 days later | Member | Coherent Corp. Common StockCOHRStock | Purchase | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 13 days after the trade. COHR closed at $407.25 on Jun 25, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jun 25, 2026Filed 13 days later | Member | Micron Technology, Inc. - Common StockMUStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 13 days after the trade. MU closed at $1,213.56 on Jun 25, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
NVIDIA Corporation - Common StockNVDA
Stock
Disclosed 25 days after the trade. NVDA closed at $215.20 on May 8, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $175,001 sold |
|---|---|---|---|---|
| Day after the tradeMay 11, 2026 | $219.44 | +1.97% | $3,448 gain missed | |
| Day of disclosureJun 2, 2026 | $222.82 | +3.54% | $6,197 gain missed | |
| 30 days afterJun 8, 2026 | $208.64 | −3.05% | $5,335 loss avoided | |
| 90 days afterAug 6, 2026 | $218.99 | +1.76% | $3,082 gain missed | |
| Latest closeOct 20, 2026 | $216.47 | +0.59% | $1,033 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) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026Filed 26 days later | Member | Oracle Corporation Common StockORCLStock | Partial sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 26 days after the trade. ORCL closed at $194.59 on May 7, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| May 8, 2026Filed 25 days later | Member | NVIDIA Corporation - Common StockNVDAStock | Partial sale | $100,001 - $250,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. NVDA closed at $215.20 on May 8, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| May 8, 2026Filed 25 days later | Spouse | NVIDIA Corporation - Common StockNVDAStock | Partial sale | $100,001 - $250,000 | ||||||||||||||||||||||||||
Disclosed 25 days after the trade. NVDA closed at $215.20 on May 8, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Verizon Communications Inc. Common StockVZ
Stock
Disclosed 11 days after the trade. VZ closed at $49.68 on Feb 23, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 24, 2026 | $49.86 | +0.36% | $29 gain missed | |
| Day of disclosureMar 6, 2026 | $51.12 | +2.90% | $232 gain missed | |
| 30 days afterMar 25, 2026 | $50.37 | +1.39% | $111 gain missed | |
| 90 days afterMay 26, 2026 | $48.49 | −2.40% | $192 loss avoided | |
| Latest closeOct 20, 2026 | $44.54 | −10.3% | $828 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.
Mastercard Incorporated Common StockMA
Stock
Disclosed 11 days after the trade. MA closed at $496.03 on Feb 23, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 24, 2026 | $498.00 | +0.40% | $32 gain missed | |
| Day of disclosureMar 6, 2026 | $522.34 | +5.30% | $424 gain missed | |
| 30 days afterMar 25, 2026 | $502.76 | +1.36% | $109 gain missed | |
| 90 days afterMay 26, 2026 | $493.01 | −0.61% | $49 loss avoided | |
| Latest closeOct 20, 2026 | $620.42 | +25.1% | $2,006 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.
PepsiCo, Inc. - Common StockPEP
Stock
Disclosed 11 days after the trade. PEP closed at $168.32 on Feb 23, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 24, 2026 | $169.54 | +0.72% | $58 gain missed | |
| Day of disclosureMar 6, 2026 | $159.43 | −5.28% | $423 loss avoided | |
| 30 days afterMar 25, 2026 | $151.73 | −9.86% | $789 loss avoided | |
| 90 days afterMay 26, 2026 | $145.68 | −13.5% | $1,076 loss avoided | |
| Latest closeOct 20, 2026 | $134.02 | −20.4% | $1,630 loss avoided |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 23, 2026Filed 11 days later | Member | Home Depot, Inc. (The) Common StockHDStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. HD closed at $376.99 on Feb 23, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 23, 2026Filed 11 days later | Member | PepsiCo, Inc. - Common StockPEPStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. PEP closed at $168.32 on Feb 23, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 23, 2026Filed 11 days later | Spouse | Verizon Communications Inc. Common StockVZStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. VZ closed at $49.68 on Feb 23, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 23, 2026Filed 11 days later | Spouse | Mastercard Incorporated Common StockMAStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. MA closed at $496.03 on Feb 23, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Feb 23, 2026Filed 11 days later | Spouse | PepsiCo, Inc. - Common StockPEPStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. PEP closed at $168.32 on Feb 23, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Home DepotHD
Stock
Disclosed 26 days after the trade. HD closed at $374.64 on Jan 9, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 12, 2026 | $374.94 | +0.08% | $6 gain missed | |
| Day of disclosureFeb 4, 2026 | $387.20 | +3.35% | $268 gain missed | |
| 30 days afterFeb 9, 2026 | $381.00 | +1.70% | $136 gain missed | |
| 90 days afterApr 9, 2026 | $339.58 | −9.36% | $749 loss avoided | |
| Latest closeOct 20, 2026 | $315.11 | −15.9% | $1,271 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.
Starbucks CorpSBUX
Stock
Disclosed 26 days after the trade. SBUX closed at $88.88 on Jan 9, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 12, 2026 | $89.96 | +1.22% | $97 gain missed | |
| Day of disclosureFeb 4, 2026 | $96.97 | +9.10% | $728 gain missed | |
| 30 days afterFeb 9, 2026 | $98.98 | +11.4% | $909 gain missed | |
| 90 days afterApr 9, 2026 | $96.92 | +9.05% | $724 gain missed | |
| Latest closeOct 20, 2026 | $99.37 | +11.8% | $944 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 CorpNVDA
Stock
Disclosed 26 days after the trade. NVDA closed at $184.86 on Jan 9, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 12, 2026 | $184.94 | +0.04% | $3 gain missed | |
| Day of disclosureFeb 4, 2026 | $174.19 | −5.77% | $462 loss avoided | |
| 30 days afterFeb 9, 2026 | $190.04 | +2.80% | $224 gain missed | |
| 90 days afterApr 9, 2026 | $183.91 | −0.51% | $41 loss avoided | |
| Latest closeOct 20, 2026 | $216.47 | +17.1% | $1,368 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.
McDonald's CorpMCD
Stock
Disclosed 26 days after the trade. MCD closed at $307.32 on Jan 9, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeJan 12, 2026 | $306.75 | −0.19% | $60 loss avoided | |
| Day of disclosureFeb 4, 2026 | $323.69 | +5.33% | $1,731 gain missed | |
| 30 days afterFeb 9, 2026 | $325.60 | +5.95% | $1,933 gain missed | |
| 90 days afterApr 9, 2026 | $309.55 | +0.73% | $236 gain missed | |
| Latest closeOct 20, 2026 | $246.52 | −19.8% | $6,430 loss avoided |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan 9, 2026Filed 26 days later | Member | Starbucks CorpSBUXStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 26 days after the trade. SBUX closed at $88.88 on Jan 9, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 9, 2026Filed 26 days later | Member | Nvidia CorpNVDAStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 26 days after the trade. NVDA closed at $184.86 on Jan 9, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 9, 2026Filed 26 days later | Member | Home DepotHDStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 26 days after the trade. HD closed at $374.64 on Jan 9, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 9, 2026Filed 26 days later | Spouse | Starbucks CorpSBUXStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 26 days after the trade. SBUX closed at $88.88 on Jan 9, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 9, 2026Filed 26 days later | Spouse | Nvidia CorpNVDAStock | Partial sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 26 days after the trade. NVDA closed at $184.86 on Jan 9, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Jan 9, 2026Filed 26 days later | Spouse | McDonald's CorpMCDStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 26 days after the trade. MCD closed at $307.32 on Jan 9, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
Hershey Foods CorpHSY
Stock
Disclosed 10 days after the trade. HSY closed at $186.00 on Nov 21, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeNov 24, 2025 | $185.80 | −0.11% | −$9 loss | |
| Day of disclosureDec 1, 2025 | $185.08 | −0.49% | −$40 loss | |
| 30 days afterDec 22, 2025 | $186.38 | +0.20% | +$16 gain | |
| 90 days afterFeb 19, 2026 | $219.91 | +18.2% | +$1,459 gain | |
| Latest closeOct 20, 2026 | $169.58 | −8.83% | −$706 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nov 21, 2025Filed 10 days later | Member | Guardant Health IncGHStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 10 days after the trade. GH closed at $105.42 on Nov 21, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Nov 21, 2025Filed 10 days later | Member | Coca-Cola CompanyKOStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 10 days after the trade. KO closed at $72.95 on Nov 21, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||
| Nov 21, 2025Filed 10 days later | Member | Hershey Foods CorpHSYStock | Purchase | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 10 days after the trade. HSY closed at $186.00 on Nov 21, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||