Josh Gottheimer
house Democrat NJ
G000583
3055 trades tracked · 1 spouse · 49 late filings · avg lag 29.3d
Official site ↗Committees
- House Permanent Select Committee on Intelligence
- House Committee on Financial Services
- HSBA10
- HSBA21
- HSBA16
- HLIG04
- HLIG02
Est. volume
$300,470,501
Range midpoints
Buys / Sells
1277 / 1773
Spouse share
0%
Late (>45d)
49
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag |
|---|---|---|---|---|---|---|---|
| Apr 27, 2023 | ETSY ↗ | Etsy Inc | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 22d |
| Apr 6, 2023 | FSLR ↗ | First Solar Inc | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 43d |
| Apr 27, 2023 | AAPL ↗ | Apple Inc | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 22d |
| Apr 3, 2023 | GMED ↗ | Globus Medical Inc | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 46d |
| Apr 10, 2023 | MA ↗ | Mastercard Inc | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 39d |
| Apr 10, 2023 | LOW ↗ | Lowe's Cos Inc | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 39d |
| Apr 3, 2023 | NVDA ↗ | NVIDIA Corporation | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 46d |
| Apr 3, 2023 | NFLX ↗ | Netflix Inc | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 46d |
| Apr 27, 2023 | MSCI ↗ | MSCI Inc | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 22d |
| Apr 10, 2023 | FOXF ↗ | Fox Factory Holding Corp | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 39d |
| Apr 10, 2023 | MS ↗ | Morgan Stanley | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 39d |
| Apr 19, 2023 | FSLR ↗ | First Solar Inc | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 30d |
| Apr 27, 2023 | MNST ↗ | Monster Beverage Corp | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 22d |
| Apr 27, 2023 | MSFT ↗ | Microsoft Corp | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 22d |
| Apr 10, 2023 | MSFT ↗ | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 39d |
| Apr 28, 2023 | AMD ↗ | Advanced Micro Devices Inc | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 21d |
| Apr 25, 2023 | N/A | Blackstone Real Estate Income Trust | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 24d |
| Apr 10, 2023 | AZO ↗ | AutoZone Inc | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 39d |
| Apr 25, 2023 | N/A | BLACKSTONE REAL ESTATE INCOME TRUST | Purchase | Self | $1,001 - $15,000 | May 19, 2023 | 24d |
| Apr 27, 2023 | COF ↗ | Capital One Financial Corp | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 22d |
| Apr 3, 2023 | ORCL ↗ | Oracle Corp | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 46d |
| Apr 28, 2023 | SLGN ↗ | Silgan Holdings Inc | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 21d |
| Apr 26, 2023 | SNAP ↗ | Snap Inc | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 23d |
| Apr 21, 2023 | SBUX ↗ | Starbucks Corp | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 28d |
| Apr 28, 2023 | TXN ↗ | Texas Instruments Inc | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 21d |
| Apr 10, 2023 | MNST ↗ | Monster Beverage Corp | Sale | Joint | $1,001 - $15,000 | May 19, 2023 | 39d |
| Apr 20, 2023 | AAPL ↗ | Apple Inc | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 29d |
| Apr 17, 2023 | ARQT ↗ | ARCUTIS BIOTHERAPEUTICS INC | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 32d |
| Apr 24, 2023 | FSLR ↗ | First Solar Inc | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 25d |
| Apr 24, 2023 | GOOG ↗ | Alphabet Inc | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 25d |
| Apr 12, 2023 | AMGN ↗ | Amgen Inc | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 37d |
| Apr 3, 2023 | APPF ↗ | APPFOLIO INC | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 46d |
| Apr 6, 2023 | AAPL ↗ | Apple Inc | Purchase | Joint | $1,001 - $15,000 | May 19, 2023 | 43d |
| Mar 16, 2023 | COP ↗ | ConocoPhillips | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 35d |
| Mar 16, 2023 | PYPL ↗ | PayPal Holdings Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 35d |
| Mar 6, 2023 | SCHW ↗ | Charles Schwab Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 6, 2023 | NVDA ↗ | NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 6, 2023 | ABBV ↗ | AbbVie Inc | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 6, 2023 | SRPT ↗ | Sarepta Therapeutics | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 6, 2023 | MCK ↗ | McKesson Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 6, 2023 | COP ↗ | ConocoPhillips | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 16, 2023 | FIS ↗ | Fidelity National Information Services I... | Sale (Partial) | Joint | $15,001 - $50,000 | Apr 20, 2023 | 35d |
| Mar 10, 2023 | WDS ↗ | Woodside Energy Group Limited ADR Shares... | Sale (Full) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 41d |
| Mar 27, 2023 | ROK ↗ | Rockwell Automation Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 24d |
| Mar 9, 2023 | SIVB ↗ | SVB Financial Group | Sale (Full) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 42d |
| Mar 29, 2023 | SCBF ↗ | Seacoast Banking Corporation fo Florida | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 22d |
| Mar 14, 2023 | ABCB ↗ | Ameris Bancorp | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 37d |
| Mar 24, 2023 | ABBV ↗ | AbbVie Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 27d |
| Mar 22, 2023 | BREIT ↗ | Blackstone Real Estate Income Trust | Purchase | Self | $1,001 - $15,000 | Apr 20, 2023 | 29d |
| Mar 6, 2023 | KO ↗ | Coca-Cola Company | Sale (Full) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 15, 2023 | MELI ↗ | MercadoLibre Inc | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 36d |
| Mar 6, 2023 | ASML ↗ | ASML Holding NV - New York Registry Shar... | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 6, 2023 | REGN ↗ | Regeneron Pharmaceuticals | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 6, 2023 | NFLX ↗ | Netflix Inc | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 6, 2023 | LOW ↗ | Lowes Companies Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 9, 2023 | TSM ↗ | Taiwan Semiconductor Manufacturing | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 42d |
| Mar 24, 2023 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 27d |
| Mar 6, 2023 | ALGN ↗ | Align Technology Inc | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Feb 6, 2023 | SCHW ↗ | Charles Schwab Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 73d |
| Mar 31, 2023 | HLN ↗ | Haleon plc ADRR | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 20d |
| Mar 23, 2023 | GOOG ↗ | Alphabet Inc - Class C Capital Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 28d |
| Mar 6, 2023 | LLY ↗ | Eli Lilly and Company | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 6, 2023 | MELI ↗ | MercadoLibre Inc | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 24, 2023 | TSLA ↗ | Tesla Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 27d |
| Mar 31, 2023 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 20d |
| Mar 31, 2023 | MRNA ↗ | Moderna Inc | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 20d |
| Mar 6, 2023 | GOOG ↗ | Alphabet Inc - Class C Capital Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 14, 2023 | SCHW ↗ | Charles Schwab Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 37d |
| Mar 10, 2023 | LRLCY ↗ | LOreal Co ADR Shares | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 41d |
| Mar 16, 2023 | TWKS ↗ | Thoughtworks Holding Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 35d |
| Mar 16, 2023 | VBTX ↗ | Veritex Holdings Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 35d |
| Mar 27, 2023 | AMGN ↗ | Amgen Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 24d |
| Mar 16, 2023 | GOOG ↗ | Alphabet Inc - Class C Capital Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 35d |
| Mar 16, 2023 | CCI ↗ | Crown Castle Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 35d |
| Mar 14, 2023 | APPF ↗ | AppFolio Inc - Class A | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 37d |
| Mar 24, 2023 | DE ↗ | Deere & Company | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 27d |
| Mar 6, 2023 | AMGN ↗ | Amgen Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 6, 2023 | AAPL ↗ | Apple Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Mar 6, 2023 | MS ↗ | Morgan Stanley | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2023 | 45d |
| Feb 17, 2023 | DE ↗ | Deere & Company | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 28d |
| Feb 21, 2023 | UBER ↗ | Uber Technologies Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 24d |
| Feb 3, 2023 | UNH ↗ | UnitedHealth Group Incorporated | Sale (Full) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 42d |
| Feb 14, 2023 | LRCX ↗ | Lam Research Corporation | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 31d |
| Feb 7, 2023 | ABBV ↗ | AbbVie Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 38d |
| Feb 13, 2023 | AAGIY ↗ | AIA Group Ltd Sponsored ADR Reciept | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 32d |
| Feb 17, 2023 | LLY ↗ | Eli Lilly and Company | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 28d |
| Feb 27, 2023 | NVDA ↗ | NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 18d |
| Feb 3, 2023 | LLY ↗ | Eli Lilly and Company | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 42d |
| Feb 10, 2023 | WDAY ↗ | Workday Inc - Class A | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 35d |
| Feb 13, 2023 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $500,001 - $1,000,000 | Mar 17, 2023 | 32d |
| Feb 17, 2023 | AMD ↗ | Advanced Micro Devices Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 28d |
| Feb 10, 2023 | ADBE ↗ | Adobe Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 35d |
| Feb 21, 2023 | NFLX ↗ | Netflix Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 24d |
| Feb 23, 2023 | MCK ↗ | McKesson Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 22d |
| Feb 10, 2023 | AZO ↗ | AutoZone Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 35d |
| Feb 23, 2023 | APPF ↗ | AppFolio Inc - Class A | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 22d |
| Feb 23, 2023 | CBZ ↗ | CBIZ Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 22d |
| Feb 3, 2023 | PYPL ↗ | PayPal Holdings Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 42d |
| Feb 8, 2023 | GMED ↗ | Globus Medical Inc Class A | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 37d |
| Feb 13, 2023 | UBER ↗ | Uber Technologies Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 32d |
| Feb 27, 2023 | INTU ↗ | Intuit Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 18d |
| Feb 23, 2023 | UBER ↗ | Uber Technologies Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 22d |
| Feb 1, 2023 | IBN ↗ | ICICI Bank Limited | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 44d |
| Feb 7, 2023 | KO ↗ | Coca-Cola Company | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 38d |
| Feb 14, 2023 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Joint | $1,000,001 - $5,000,000 | Mar 17, 2023 | 31d |
| Feb 13, 2023 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Joint | $250,001 - $500,000 | Mar 17, 2023 | 32d |
| Feb 13, 2023 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Joint | $500,001 - $1,000,000 | Mar 17, 2023 | 32d |
| Feb 13, 2023 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,000,001 - $5,000,000 | Mar 17, 2023 | 32d |
| Feb 23, 2023 | NVDA ↗ | NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 22d |
| Feb 6, 2023 | NFLX ↗ | Netflix Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 39d |
| Feb 24, 2023 | AZO ↗ | AutoZone Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 21d |
| Feb 28, 2023 | FIVE ↗ | Five Below Inc | Sale (Full) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 17d |
| Feb 2, 2023 | ADBE ↗ | Adobe Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 43d |
| Feb 13, 2023 | AMD ↗ | Advanced Micro Devices Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 32d |
| Feb 21, 2023 | PFGC ↗ | Performance Food Group Company | Sale (Full) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 24d |
| Feb 21, 2023 | KO ↗ | Coca-Cola Company | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 24d |
| Feb 27, 2023 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 18d |
| Feb 21, 2023 | NVDA ↗ | NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 24d |
| Feb 6, 2023 | VRSK ↗ | Verisk Analytics Inc | Sale (Full) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 39d |
| Feb 23, 2023 | AMD ↗ | Advanced Micro Devices Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 22d |
| Feb 14, 2023 | KO ↗ | Coca-Cola Company | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 31d |
| Feb 21, 2023 | ABBV ↗ | AbbVie Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 24d |
| Feb 7, 2023 | LLY ↗ | Eli Lilly and Company | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 38d |
| Feb 3, 2023 | FB ↗ | Meta Platforms Inc - Class A | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 42d |
| Feb 23, 2023 | ADP ↗ | Automatic Data Processing Inc | Sale (Full) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 22d |
| Feb 8, 2023 | PFGC ↗ | Performance Food Group Company | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 37d |
| Feb 3, 2023 | MELI ↗ | MercadoLibre Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 42d |
| Feb 13, 2023 | MDB ↗ | MongoDB Inc - Class A | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 32d |
| Feb 14, 2023 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,000,001 - $5,000,000 | Mar 17, 2023 | 31d |
| Feb 14, 2023 | UBER ↗ | Uber Technologies Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 31d |
| Feb 14, 2023 | LLY ↗ | Eli Lilly and Company | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 31d |
| Feb 13, 2023 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Joint | $1,000,001 - $5,000,000 | Mar 17, 2023 | 32d |
| Feb 10, 2023 | DE ↗ | Deere & Company | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 35d |
| Feb 7, 2023 | UBER ↗ | Uber Technologies Inc | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 38d |
| Feb 13, 2023 | HSHCY ↗ | HAIER SMART HOME CO LTD ADR | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 32d |
| Feb 22, 2023 | AMGN ↗ | Amgen Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 17, 2023 | 23d |
| Feb 21, 2023 | TTD ↗ | The Trade Desk Inc - Class A | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2023 | 24d |
| Jan 4, 2023 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Joint | $250,001 - $500,000 | Feb 17, 2023 | 44d |
| Jan 27, 2023 | HCA ↗ | HCA Healthcare Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 11, 2023 | MNST ↗ | Monster Beverage Corporation | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 27, 2023 | HUBS ↗ | HubSpot Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 31, 2023 | MCK ↗ | McKesson Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 27, 2023 | MSFT ↗ | Microsoft Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 20, 2023 | IBM ↗ | International Business Machines | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 28d |
| Jan 11, 2023 | DE ↗ | Deere & Company | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 18, 2023 | SCHW ↗ | Charles Schwab Corporation | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 30d |
| Jan 20, 2023 | EXAS ↗ | Exact Sciences Corporation | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 28d |
| Jan 17, 2023 | SHOP ↗ | Shopify Inc Class A Subordinate Voting S... | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 31d |
| Jan 11, 2023 | TCEHY ↗ | Tencent Holdings Limited Unsponsored ADR... | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 20, 2023 | GOOG ↗ | Alphabet Inc - Class C Capital Stock | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 28d |
| Jan 11, 2023 | MSCI ↗ | MSCI | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 20, 2023 | NFLX ↗ | Netflix Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 28d |
| Jan 23, 2023 | LRCX ↗ | Lam Research Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 25d |
| Jan 27, 2023 | SQ ↗ | Block Inc Class A Common Stock | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 11, 2023 | DBSDY ↗ | DBS Group Holdings Ltd ADR Shares | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 13, 2023 | KO ↗ | Coca-Cola Company | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 35d |
| Jan 31, 2023 | MELI ↗ | MercadoLibre Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 31, 2023 | SQ ↗ | Block Inc Class A Common Stock | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 13, 2023 | CRM ↗ | Salesforce Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 35d |
| Jan 13, 2023 | AZO ↗ | AutoZone Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 35d |
| Jan 20, 2023 | KO ↗ | Coca-Cola Company | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 28d |
| Jan 11, 2023 | FIS ↗ | Fidelity National Information Services I... | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 22, 2023 | FCX ↗ | Freeport-McMoRan Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 26d |
| Jan 17, 2023 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 31d |
| Jan 27, 2023 | TSLA ↗ | Tesla Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 11, 2023 | JNJ ↗ | Johnson & Johnson | Exchange | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 31, 2023 | IBM ↗ | International Business Machines | Sale (Full) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 23, 2023 | ALGM ↗ | Allegro MicoSystems Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 25d |
| Jan 11, 2023 | ICFI ↗ | ICF International Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 11, 2023 | LLY ↗ | Eli Lilly and Company | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 31, 2023 | LLY ↗ | Eli Lilly and Company | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 4, 2023 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $500,001 - $1,000,000 | Feb 17, 2023 | 44d |
| Jan 4, 2023 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Joint | $500,001 - $1,000,000 | Feb 17, 2023 | 44d |
| Jan 11, 2023 | BHP ↗ | BHP Group Limited American Depositary Sh... | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 27, 2023 | AAPL ↗ | Amgen Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 27, 2023 | AAPL ↗ | Apple Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 31, 2023 | UPS ↗ | United Parcel Service Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 23, 2023 | MTSI ↗ | MACOM Technology Solutions Holdings Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 25d |
| Jan 11, 2023 | GMED ↗ | Globus Medical Inc, Class A | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 11, 2023 | NFLX ↗ | Netflix Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 11, 2023 | TMO ↗ | Thermo Fisher Scientific Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 17, 2023 | MELI ↗ | MercadoLibre Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 31d |
| Jan 11, 2023 | BLK ↗ | BlackRock Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 31, 2023 | SHOP ↗ | Shopify Inc Class A Subordinate Voting S... | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 20, 2023 | ABBV ↗ | AbbVie inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 28d |
| Jan 27, 2023 | LLY ↗ | Eli Lilly and Company | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 27, 2023 | COF ↗ | Capital One Financial Corporation | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 27, 2023 | AMGN ↗ | Amgen Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 11, 2023 | FAST ↗ | Fastenal Company | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 11, 2023 | ORCL ↗ | Oracle Corporation | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 13, 2023 | AAPL ↗ | Amgen Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 35d |
| Jan 31, 2023 | ADP ↗ | Automatic Data Processing | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 11, 2023 | MRK ↗ | Merck & Company Inc Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 31, 2023 | FB ↗ | Meta Platforms Inc - Class A | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 17, 2023 | ADP ↗ | Automatic Data Processing | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 31d |
| Jan 27, 2023 | GOOG ↗ | Alphabet Inc - Class C Capital Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 4, 2023 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $250,001 - $500,000 | Feb 17, 2023 | 44d |
| Jan 11, 2023 | AAPL ↗ | Amgen Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 11, 2023 | ADP ↗ | Automatic Data Processing | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 27, 2023 | BX ↗ | Blackstone Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 20, 2023 | SQ ↗ | Block Inc Class A Common Stock | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 28d |
| Jan 11, 2023 | CSCO ↗ | Cisco Systems Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 31, 2023 | SNAP ↗ | Snap Inc Class A | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 31, 2023 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 11, 2023 | HLI ↗ | Houlihan Lokey Inc Class A | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 27, 2023 | ALGN ↗ | Align Technology Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 11, 2023 | CINF ↗ | Cincinnati Financial Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 11, 2023 | MTSI ↗ | MACOM Technology Solutions Holdings Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 31, 2023 | ADBE ↗ | Adobe Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 31, 2023 | KO ↗ | Coca-Cola Company | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 23, 2023 | SYNH ↗ | Syneos Health Inc - Class A | Sale (Full) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 25d |
| Jan 27, 2023 | ABBV ↗ | AbbVie inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 21d |
| Jan 11, 2023 | IBM ↗ | International Business Machines | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 12, 2023 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 36d |
| Jan 11, 2023 | COP ↗ | ConocoPhillips | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 23, 2023 | SHOP ↗ | Shopify Inc Class A Subordinate Voting S... | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 25d |
| Jan 23, 2023 | WDAY ↗ | Workday Inc, Class A | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 25d |
| Jan 20, 2023 | MA ↗ | Mastercard Incorporated | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 28d |
| Jan 31, 2023 | MTCH ↗ | Match Group Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 17d |
| Jan 12, 2023 | MA ↗ | Mastercard Incorporated | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 36d |
| Jan 11, 2023 | PAYX ↗ | Paychex Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 11, 2023 | ALIZY ↗ | Allianz SE ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Jan 11, 2023 | ETSY ↗ | Etsy Inc | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2023 | 37d |
| Dec 6, 2022 | RBA ↗ | Ritchie Bros. Auctioneers Incorporated | Sale (Full) | Joint | $1,001 - $15,000 | Jan 13, 2023 | 38d |
| Dec 1, 2022 | FIS ↗ | Fidelity National Information Services I... | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 43d |
| Dec 20, 2022 | ADP ↗ | Automatic Data Processing Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 24d |
| Dec 9, 2022 | AMGN ↗ | Amgen Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 35d |
| Dec 6, 2022 | INSM ↗ | Insmed Incorporated | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 38d |
| Dec 5, 2022 | BX ↗ | Blackstone Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 13, 2023 | 39d |
| Dec 23, 2022 | SUPN ↗ | Supernus Pharmaceuticals Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 13, 2023 | 21d |
| Dec 6, 2022 | SYNH ↗ | Syneos Health Inc - Class A | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 13, 2023 | 38d |
| Dec 6, 2022 | SHLS ↗ | Shoals Technolgies Group - Inc. Class A | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 38d |
| Dec 7, 2022 | LLY ↗ | Eli Lilly and Company | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 37d |
| Dec 30, 2022 | CSPCY ↗ | Pharmaceutical GRP LTF | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 13, 2023 | 14d |
| Dec 6, 2022 | HALO ↗ | Halozyme Therapeutics INc | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 13, 2023 | 38d |
| Nov 2, 2022 | TSLA ↗ | Tesla Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 17, 2022 | 45d |
| Nov 4, 2022 | GOOG ↗ | Alphabet Inc - Class C Capital Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 17, 2022 | 43d |
| Nov 9, 2022 | TSLA ↗ | Tesla Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 17, 2022 | 38d |
| Nov 2, 2022 | GOOG ↗ | Alphabet Inc - Class C Capital Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 17, 2022 | 45d |
| Nov 11, 2022 | AZO ↗ | AutoZone Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 17, 2022 | 36d |
| Nov 16, 2022 | MAR ↗ | Marriott International - Class A | Purchase | Joint | $1,001 - $15,000 | Dec 17, 2022 | 31d |
| Nov 14, 2022 | FLYW ↗ | Flywire Corporation - Voting | Purchase | Joint | $1,001 - $15,000 | Dec 17, 2022 | 33d |
| Nov 7, 2022 | EL ↗ | Estee Lauder Companies Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 17, 2022 | 40d |
| Nov 8, 2022 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $1,001 - $15,000 | Dec 17, 2022 | 39d |
| Nov 8, 2022 | NVDA ↗ | NVIDIA Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 17, 2022 | 39d |
| Nov 7, 2022 | MNST ↗ | Monster Beverage Corporation | Purchase | Joint | $1,001 - $15,000 | Dec 17, 2022 | 40d |
| Nov 2, 2022 | IBM ↗ | International Business Machines Corporat... | Purchase | Joint | $1,001 - $15,000 | Dec 17, 2022 | 45d |
| Nov 21, 2022 | TWKS ↗ | Thoughtworks Holding Inc | Purchase | Joint | $1,001 - $15,000 | Dec 17, 2022 | 26d |
| Oct 20, 2022 | EFX ↗ | Equifax Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 10, 2022 | 21d |
| Oct 17, 2022 | CRM ↗ | Salesforce Inc | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 24d |
| Oct 11, 2022 | PCTY ↗ | Paylocity Holding Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Nov 10, 2022 | 30d |
| Oct 18, 2022 | MSFT ↗ | Microsoft Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 10, 2022 | 23d |
| Oct 17, 2022 | FIS ↗ | Fidelity National Information Services I... | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 24d |
| Oct 27, 2022 | GOOG ↗ | Alphabet Inc - Class C Capital Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 10, 2022 | 14d |
| Oct 19, 2022 | REGN ↗ | Regeneron Pharmaceuticals Inc | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 22d |
| Oct 27, 2022 | MSFT ↗ | Microsoft Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 10, 2022 | 14d |
| Oct 18, 2022 | SCHW ↗ | Charles Schwab Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 10, 2022 | 23d |
| Oct 19, 2022 | AAPL ↗ | Apple Inc | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 22d |
| Oct 27, 2022 | FB ↗ | Meta Platforms Inc - Class A | Sale (Full) | Joint | $1,001 - $15,000 | Nov 10, 2022 | 14d |
| Oct 17, 2022 | ALIZY ↗ | Allianz SE ADR | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 24d |
| Oct 17, 2022 | CTSH ↗ | Cognizant Technology Solutions Corporati... | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 24d |
| Oct 17, 2022 | BHP ↗ | BHP Group Limited ADR Shares | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 24d |
| Oct 17, 2022 | SGEN ↗ | Seagen Inc | Sale (Full) | Joint | $1,001 - $15,000 | Nov 10, 2022 | 24d |
| Oct 19, 2022 | LLY ↗ | Eli Lilly and Company | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 22d |
| Oct 19, 2022 | ABNB ↗ | AirBnb Inc | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 22d |
| Oct 21, 2022 | BX ↗ | Blackstone Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 10, 2022 | 20d |
| Oct 17, 2022 | VZ ↗ | Verizon Communications Inc | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 24d |
| Oct 21, 2022 | TSLA ↗ | Tesla Inc | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 20d |
| Oct 17, 2022 | TSLA ↗ | Tesla Inc | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 24d |
| Oct 17, 2022 | TCEHY ↗ | Tencent Holdings Limited | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 24d |
| Oct 19, 2022 | AMGN ↗ | Amgen Inc | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 22d |
| Oct 17, 2022 | MDB ↗ | MongoDB Inc - Class A | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 24d |
| Oct 25, 2022 | AAPL ↗ | Apple Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 10, 2022 | 16d |
| Oct 13, 2022 | LNG ↗ | Cheniere Energy Inc | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 28d |
| Oct 24, 2022 | DE ↗ | Deere & Company | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 17d |
| Oct 19, 2022 | TTD ↗ | The Trade Desk Inc - Class A | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 22d |
| Oct 17, 2022 | NVDA ↗ | NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | Nov 10, 2022 | 24d |
| Oct 20, 2022 | CCXI ↗ | ChemoCentryx Inc | Sale (Full) | Joint | $1,001 - $15,000 | Nov 10, 2022 | 21d |
| Sep 15, 2022 | MDB ↗ | MongoDb Inc - Class A | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 15, 2022 | TWKS ↗ | Thoughtworks Holding Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 15, 2022 | FIS ↗ | Fidelity National Information Services I... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 21, 2022 | PCTY ↗ | Paylocity Holding Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 25d |
| Sep 28, 2022 | ALNY ↗ | Alnylam Pharmaceuticals Inc | Purchase | Joint | $1,001 - $15,000 | Oct 16, 2022 | 18d |
| Sep 15, 2022 | ALIZY ↗ | Allianz SE ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 14, 2022 | ABMD ↗ | ABIOMED Inc | Sale (Full) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 32d |
| Sep 28, 2022 | ORCL ↗ | Oracle Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 18d |
| Sep 26, 2022 | SMNNY ↗ | Shimano inc ADR | Purchase | Joint | $1,001 - $15,000 | Oct 16, 2022 | 20d |
| Sep 14, 2022 | BX ↗ | Blackstone Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 32d |
| Sep 15, 2022 | CVET ↗ | Covetrus Inc | Sale (Full) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 12, 2022 | DE ↗ | Deere & Company | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 34d |
| Sep 15, 2022 | NVDA ↗ | NVIDIA Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 28, 2022 | DXCM ↗ | DexCom Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 18d |
| Sep 1, 2022 | SAP ↗ | SAP SE ADS | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 45d |
| Sep 27, 2022 | FLYW ↗ | Flywire Corporation - Voting | Purchase | Joint | $1,001 - $15,000 | Oct 16, 2022 | 19d |
| Sep 15, 2022 | VZ ↗ | Verizon Communications | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 15, 2022 | STAG ↗ | Stag Industrial Inc | Purchase | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 12, 2022 | REGN ↗ | Regeneron Pharmaceuticals Inc | Purchase | Joint | $1,001 - $15,000 | Oct 16, 2022 | 34d |
| Sep 15, 2022 | CRM ↗ | Salesforce Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 15, 2022 | TCEHY ↗ | Tencent Holdings ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 28, 2022 | HCA ↗ | HCA Healthcare Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 18d |
| Sep 28, 2022 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $1,001 - $15,000 | Oct 16, 2022 | 18d |
| Sep 27, 2022 | SMNNY ↗ | Shimano inc ADR | Purchase | Joint | $1,001 - $15,000 | Oct 16, 2022 | 19d |
| Sep 15, 2022 | CTSH ↗ | Cognizant Technology Solutions Corp. | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 27, 2022 | MGY ↗ | Magnolia Oil & Gas Corporation Class A | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 19d |
| Sep 15, 2022 | BHP ↗ | BHP Group Limited ADR Shares | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 16, 2022 | 31d |
| Sep 26, 2022 | ADP ↗ | Automatic Data Processing INC | Purchase | Joint | $1,001 - $15,000 | Oct 16, 2022 | 20d |
| Aug 15, 2022 | CRNC ↗ | Cerence Inc | Sale | Joint | $1,001 - $15,000 | Sep 19, 2022 | 35d |
| Aug 17, 2022 | MSFT ↗ | Microsoft Corporation | Sale (Partial) | Joint | $100,001 - $250,000 | Sep 16, 2022 | 30d |
| Aug 5, 2022 | HALO ↗ | Halozyme Therapeutics Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 16, 2022 | 42d |
| Aug 11, 2022 | MSFT ↗ | Microsoft Corporation - CALL @ $155 expi... | Sale (Full) | Joint | $250,001 - $500,000 | Sep 16, 2022 | 36d |
| Aug 5, 2022 | ROK ↗ | Rockwell Automation Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 16, 2022 | 42d |
| Sep 6, 2022 | AAPL ↗ | Apple Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 16, 2022 | 10d |
| Aug 11, 2022 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $1,001 - $15,000 | Sep 16, 2022 | 36d |
| Aug 11, 2022 | MSFT ↗ | Microsoft Corporation - CALL @ $150 expi... | Purchase | Joint | $1,000,001 - $5,000,000 | Sep 16, 2022 | 36d |
| Aug 15, 2022 | CRNC ↗ | Cerence Inc | Sale (Full) | Joint | $1,001 - $15,000 | Sep 16, 2022 | 32d |
| Aug 5, 2022 | TT ↗ | Trane Technologies plc | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 16, 2022 | 42d |
| Aug 16, 2022 | LOW ↗ | Lowe's Companies Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 16, 2022 | 31d |
| Aug 11, 2022 | BCRX ↗ | BioCryst Pharmaceuticals Inc | Purchase | Joint | $1,001 - $15,000 | Sep 16, 2022 | 36d |
| Aug 5, 2022 | KO ↗ | Coca-Cola Company | Purchase | Joint | $1,001 - $15,000 | Sep 16, 2022 | 42d |
| Aug 12, 2022 | ADP ↗ | Automatic Data Processing Inc | Purchase | Joint | $1,001 - $15,000 | Sep 16, 2022 | 35d |
| Aug 11, 2022 | CCXI ↗ | ChemoCentryx Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 16, 2022 | 36d |
| Aug 17, 2022 | SHW ↗ | Sherwin-Williams Company | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 16, 2022 | 30d |
| Aug 10, 2022 | RPD ↗ | Rapid7 Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 16, 2022 | 37d |
| Aug 11, 2022 | MSFT ↗ | Microsoft Corporation - CALL @ $145 expi... | Purchase | Joint | $250,001 - $500,000 | Sep 16, 2022 | 36d |
| Aug 11, 2022 | MSFT ↗ | Microsoft Corporation - CALL @ $155 expi... | Purchase | Joint | $1,000,001 - $5,000,000 | Sep 16, 2022 | 36d |
| Aug 11, 2022 | MSFT ↗ | Microsoft Corporation - CALL @ $160 expi... | Sale (Full) | Joint | $250,001 - $500,000 | Sep 16, 2022 | 36d |
| Aug 11, 2022 | MSFT ↗ | Microsoft Corporation - CALL @ $160 expi... | Sale (Full) | Joint | $1,000,001 - $5,000,000 | Sep 16, 2022 | 36d |
| Aug 11, 2022 | MSFT ↗ | Microsoft Corporation - CALL @ $160 expi... | Purchase | Joint | $250,001 - $500,000 | Sep 16, 2022 | 36d |
| Aug 2, 2022 | SGSOY ↗ | SGS SA ADR | Sale (Full) | Joint | $1,001 - $15,000 | Sep 16, 2022 | 45d |
| Aug 17, 2022 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $100,001 - $250,000 | Sep 16, 2022 | 30d |
| Aug 11, 2022 | MSFT ↗ | Microsoft Corporation - CALL @ $150 expi... | Purchase | Joint | $1,000,001 - $5,000,000 | Sep 16, 2022 | 36d |
| Aug 17, 2022 | MSFT ↗ | Microsoft Corporation - CALL @ $150 expi... | Sale (Full) | Joint | $100,001 - $250,000 | Sep 16, 2022 | 30d |
| Aug 11, 2022 | BX ↗ | Blackstone Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 16, 2022 | 36d |
| Aug 11, 2022 | MSFT ↗ | Microsoft Corporation - CALL @ $155 expi... | Purchase | Joint | $250,001 - $500,000 | Sep 16, 2022 | 36d |
| Jul 15, 2022 | INTU ↗ | Intuit Inc | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 25, 2022 | NOVT ↗ | Novanta Inc - Common Shares | Sale (Partial) | Self | $1,001 - $15,000 | Aug 29, 2022 | 35d |
| Jul 27, 2022 | UNG ↗ | UnitedHealth Group Inc | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 33d |
| Jul 20, 2022 | GOOG ↗ | Alphabet Inc - Class C Capital Stock | Sale (Partial) | Self | $1,001 - $15,000 | Aug 29, 2022 | 40d |
| Jul 15, 2022 | COF ↗ | Capital One Financial Corporation | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 27, 2022 | GOOG ↗ | Alphabet Inc Class C Capital Stock | Sale (Partial) | Self | $1,001 - $15,000 | Aug 29, 2022 | 33d |
| Jul 15, 2022 | XP ↗ | XP Inc Class A | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 15, 2022 | FIS ↗ | Fidelity National Information Services I... | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 15, 2022 | AAPL ↗ | Apple Inc | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 29, 2022 | ALIZY ↗ | Allianz SE ADR | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 31d |
| Jul 22, 2022 | MEDP ↗ | Medplace Holdings Inc | Sale (Partial) | Self | $1,001 - $15,000 | Aug 29, 2022 | 38d |
| Jul 19, 2022 | IBM ↗ | International Business Machines Corporat... | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 41d |
| Jul 29, 2022 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 31d |
| Jul 15, 2022 | ORCL ↗ | Oracle Corporation | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 22, 2022 | RBA ↗ | Ritchie Bros Auctioneers Incorporated | Sale (Partial) | Self | $1,001 - $15,000 | Aug 29, 2022 | 38d |
| Jul 22, 2022 | HELE ↗ | Helen of Troy Limited | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 38d |
| Jul 15, 2022 | MSFT ↗ | Microsoft Corporation | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 21, 2022 | CRM ↗ | Salesforce In | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 39d |
| Jul 15, 2022 | DE ↗ | Deere & Company | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 15, 2022 | EFX ↗ | Equifax Inc | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 15, 2022 | TGT ↗ | Target Corporation | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 15, 2022 | SSDOY ↗ | Shiseido Co Ltf Ord American Depositary ... | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 15, 2022 | TT ↗ | Trane Technologies plc | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 15, 2022 | NTDOY ↗ | Nintendo Co LTD ADR | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 15, 2022 | UPS ↗ | United Parcel Service Inc | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 15, 2022 | SBUX ↗ | Starbucks Corporation | Purchase | Self | $15,001 - $50,000 | Aug 29, 2022 | 45d |
| Jul 15, 2022 | SIVB ↗ | SVB Financial Group | Purchase | Self | $1,001 - $15,000 | Aug 29, 2022 | 45d |
| Jul 29, 2022 | DE ↗ | Deere & Company | Sale (Partial) | Self | $1,001 - $15,000 | Aug 29, 2022 | 31d |
| Nov 15, 2021 | INDB ↗ | Independent Bank Corp | Exchange | Joint | $1,001 - $15,000 | Aug 13, 2022 | 271d |
| Jun 21, 2022 | LHCG ↗ | LHC Group Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 31d |
| Jun 23, 2022 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $1,001 - $15,000 | Jul 22, 2022 | 29d |
| Jun 14, 2022 | AAPL ↗ | Apple Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 21, 2022 | SKY ↗ | Skyline Champion Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 31d |
| Jun 21, 2022 | ITT ↗ | ITT Inc | Purchase | Joint | $1,001 - $15,000 | Jul 22, 2022 | 31d |
| Jun 21, 2022 | TXRH ↗ | Texas Roadhouse Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 31d |
| Jun 28, 2022 | NSRGY ↗ | Nestla SA Sponsored ADR rep registered s... | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 24d |
| Jun 14, 2022 | TGT ↗ | Target Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 29, 2022 | NSRGY ↗ | Nestla SA Sponsored ADR rep registered s... | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 23d |
| Jun 28, 2022 | DEO ↗ | Diageo plc | Sale (Partial) | Self | $1,001 - $15,000 | Jul 22, 2022 | 24d |
| Jun 14, 2022 | XP ↗ | XP inc - Class A | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 14, 2022 | ORCL ↗ | Oracle Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 30, 2022 | DFKCY ↗ | Daifuku Co, LTD ADR | Purchase | Self | $1,001 - $15,000 | Jul 22, 2022 | 22d |
| Jun 14, 2022 | TT ↗ | Trane Technologies | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 14, 2022 | MSFT ↗ | Microsoft Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 14, 2022 | SSDOY ↗ | Shiseido Co ltd Ord ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 29, 2022 | DFKCY ↗ | Daifuku Co, LTD ADR | Purchase | Joint | $1,001 - $15,000 | Jul 22, 2022 | 23d |
| Jun 21, 2022 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $1,001 - $15,000 | Jul 22, 2022 | 31d |
| Jun 14, 2022 | SIVB ↗ | SVB Financial Group | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 14, 2022 | DE ↗ | Deere & Company | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 8, 2022 | ORCL ↗ | Oracle Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 44d |
| Jun 21, 2022 | HCA ↗ | HCA Healthcare Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 31d |
| Jun 14, 2022 | EFX ↗ | Equifax Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 29, 2022 | DEO ↗ | Diageo plc | Sale (Full) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 23d |
| Jun 14, 2022 | UPS ↗ | United Parcel Services Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 21, 2022 | AVNT ↗ | Avient Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 31d |
| Jun 14, 2022 | FIS ↗ | Fidelity National Information Services I... | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 14, 2022 | NTDOY ↗ | Nintendo Co Ltd ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 21, 2022 | VBTX ↗ | Veritex Holdings Inc | Purchase | Joint | $1,001 - $15,000 | Jul 22, 2022 | 31d |
| Jun 28, 2022 | MFC ↗ | Manulife Financial Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 22, 2022 | 24d |
| Jun 29, 2022 | PPRUY ↗ | Kering Unsponsored ADR | Purchase | Joint | $1,001 - $15,000 | Jul 22, 2022 | 23d |
| Jun 28, 2022 | PPRUY ↗ | Kering Unsponsored ADR | Purchase | Joint | $1,001 - $15,000 | Jul 22, 2022 | 24d |
| Jun 14, 2022 | INTU ↗ | Intuit Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 14, 2022 | COF ↗ | Capital one Financial Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 22, 2022 | 38d |
| Jun 15, 2022 | ARQT ↗ | Arcutis Biotherapeutics Inc Common Stock | Purchase | Joint | $1,001 - $15,000 | Jul 22, 2022 | 37d |
| Jun 14, 2022 | SBUX ↗ | Starbucks Corporation | Sale (Partial) | Joint | $15,001 - $50,000 | Jul 22, 2022 | 38d |
| May 5, 2022 | RGEN ↗ | Regeneron Pharmaceuticals | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2022 | 42d |
| May 10, 2022 | CHKP ↗ | Check Point Software Technologies Ltd - ... | Sale (Full) | Joint | $1,001 - $15,000 | Jun 16, 2022 | 37d |
| May 9, 2022 | LHCG ↗ | LHC Group - common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 16, 2022 | 38d |
| May 23, 2022 | COP ↗ | ConocoPhillips | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2022 | 24d |
| May 9, 2022 | CHKP ↗ | Check Point Software Technologies Ltd - ... | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 16, 2022 | 38d |
| May 26, 2022 | STAG ↗ | Stag Industrial Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 16, 2022 | 21d |
| May 27, 2022 | NVDA ↗ | NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2022 | 20d |
| May 26, 2022 | TSLA ↗ | Tesla Inc | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2022 | 21d |
| May 26, 2022 | MAR ↗ | Marriott International - Class A | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2022 | 21d |
| May 26, 2022 | IBM ↗ | International Business Machines Corporat... | Purchase | Self | $1,001 - $15,000 | Jun 16, 2022 | 21d |
| May 11, 2022 | AMGN ↗ | Amgen Inc | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2022 | 36d |
| May 6, 2022 | ADYEY ↗ | Adyen NV ADR | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2022 | 41d |
| May 18, 2022 | DE ↗ | Deere & Company | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 16, 2022 | 29d |
| May 2, 2022 | BX ↗ | Blackstone Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 16, 2022 | 45d |
| May 5, 2022 | CHKP ↗ | Check Point Software Technologies Ltd - ... | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 16, 2022 | 42d |
| May 6, 2022 | IFNNY ↗ | Infineon Technologies AG | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2022 | 41d |
| May 10, 2022 | FMX ↗ | Fomento Economico Mexicano SAB de CV | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2022 | 37d |
| May 18, 2022 | TGT ↗ | Target Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 16, 2022 | 29d |
| May 6, 2022 | CHKP ↗ | Check Point Software Technologies Ltd - ... | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 16, 2022 | 41d |
| May 3, 2022 | TT ↗ | Trane Technologies plc | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 16, 2022 | 44d |
| Apr 14, 2022 | MNST ↗ | Monster Beverage Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 32d |
| Apr 19, 2022 | PYCR ↗ | Paycor HCM Inc | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 19, 2022 | CCXI ↗ | ChemoCentryx Inc | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 21, 2022 | CHX ↗ | ChampionX Corporation | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 25d |
| Apr 19, 2022 | CRNC ↗ | Cerence Inc | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 14, 2022 | BKNG ↗ | Booking Holdings Inc | Sale (Full) | Joint | $15,001 - $50,000 | May 16, 2022 | 32d |
| Apr 19, 2022 | TCEHY ↗ | Tencent Holdings Limited Unsponsored ADR... | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 21, 2022 | MGY ↗ | Magnolia Oil & Gas Corporation Class A | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 25d |
| Apr 27, 2022 | MS ↗ | Morgan Stanley | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 19d |
| Apr 19, 2022 | APD ↗ | Air Products and Chemicals Inc | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 21, 2022 | PTEN ↗ | Patterson UTI Energy Inc | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 25d |
| Apr 1, 2022 | SBUX ↗ | Starbucks Corporation | Purchase | Joint | $15,001 - $50,000 | May 16, 2022 | 45d |
| Apr 1, 2022 | NSC ↗ | Norfolk Southern Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 45d |
| Apr 1, 2022 | BRK.B ↗ | Berkshire Hathaway Inc New | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 45d |
| Apr 19, 2022 | XNGSY ↗ | ENN Energy Holdings Ltd Unsponsored ADR | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 14, 2022 | TPR ↗ | Tapestry Inc | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 32d |
| Apr 21, 2022 | UNICY ↗ | Unicharm Corp Sponsored ADR | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 25d |
| Apr 28, 2022 | COP ↗ | ConocoPhillips | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 18d |
| Apr 14, 2022 | LLY ↗ | Eli Lilly and Company | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 32d |
| Apr 19, 2022 | HSHCY ↗ | Haier Smart Home Co Ltd ADR | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 19, 2022 | PNGAY ↗ | Ping An Insurance | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 13, 2022 | ECOL ↗ | US Ecology Inc | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 33d |
| Apr 14, 2022 | EL ↗ | Estee Lauder Company | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 32d |
| Apr 19, 2022 | MBD ↗ | MongoDB Inc - Class A | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 19, 2022 | SPXC ↗ | SPX Corporation | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 20, 2022 | FB ↗ | Meta Platforms Inc Class A | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 26d |
| Apr 13, 2022 | TWKS ↗ | Thoughtworks Holding Inc | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 33d |
| Apr 14, 2022 | TGT ↗ | Target Corporation | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 32d |
| Apr 19, 2022 | AAPL ↗ | Apple Inc | Purchase | Joint | $15,001 - $50,000 | May 16, 2022 | 27d |
| Apr 28, 2022 | LLY ↗ | Eli Lilly and Company | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 18d |
| Apr 19, 2022 | TEX ↗ | Terex Corporation | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 28, 2022 | ALGN ↗ | Align Technology Inc | Sale (Full) | Joint | $1,001 - $15,000 | May 16, 2022 | 18d |
| Apr 27, 2022 | CTSH ↗ | Cognizant Technology Solutions Corporati... | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 19d |
| Apr 14, 2022 | COP ↗ | ConocoPhillips | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 32d |
| Apr 19, 2022 | CVET ↗ | Covetrus Inc | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 19, 2022 | CSPCY ↗ | CSPC Pharmaceuticals Group ADR | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 19, 2022 | INTU ↗ | Intuit Inc | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 27d |
| Apr 1, 2022 | LOW ↗ | Lowes Companies Inc | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 45d |
| Apr 14, 2022 | MAR ↗ | Marriott International Class A | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 32d |
| Apr 20, 2022 | MTCH ↗ | Match Group Inc | Sale (Full) | Joint | $1,001 - $15,000 | May 16, 2022 | 26d |
| Apr 1, 2022 | CVX ↗ | Chevron Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | May 16, 2022 | 45d |
| Apr 21, 2022 | SSDOY ↗ | Shiseido Co Ltd Ord ADR Shares | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 25d |
| Mar 9, 2022 | AAPL ↗ | Apple Inc | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 39d |
| Mar 9, 2022 | ORCL ↗ | Oracle Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 39d |
| Mar 9, 2022 | GOOG ↗ | Alphabet Inc - Class C Capital Stock | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 39d |
| Mar 15, 2022 | XNGSY ↗ | ENN Energry Holdings Ltd Unsponsored ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 15, 2022 | CCXI ↗ | ChemoCentryx Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 17, 2022 | BIIB ↗ | Biogen Inc | Sale (Full) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 31d |
| Mar 9, 2022 | UPS ↗ | United Parcel Service Inc | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 39d |
| Mar 9, 2022 | VBTX ↗ | Veritex Holdings Inc | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 39d |
| Mar 15, 2022 | INTU ↗ | Intuit Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 15, 2022 | HUBS ↗ | HubSpot Inc | Sale (Full) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 15, 2022 | HSHCY ↗ | Haier Smart Home Co, ltd ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 3, 2022 | HSHCY ↗ | Haier Smart Home Co, ltd ADR | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 45d |
| Mar 15, 2022 | CSTL ↗ | Castle Biosciences Inc - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 4, 2022 | HSHCY ↗ | Haier Smart Home Co, ltd ADR | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 44d |
| Mar 15, 2022 | APD ↗ | Air Products and Chemicals Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 15, 2022 | TWKS ↗ | Thoughtworks Holding Inc | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 9, 2022 | MCK ↗ | McKesson Corproation | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 39d |
| Mar 8, 2022 | ABBV ↗ | AbbVie Inc | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 40d |
| Mar 15, 2022 | MDB ↗ | MongoDB Inc - Class A | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 15, 2022 | PYCR ↗ | Paycor HCM Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 7, 2022 | CVNA ↗ | Carvana Co Class A | Sale (Full) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 41d |
| Mar 9, 2022 | BX ↗ | Blackstone Inc | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 39d |
| Mar 15, 2022 | DAVA ↗ | Endava plc ADR Shares | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 3, 2022 | AMGN ↗ | Amgen Inc | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 45d |
| Mar 15, 2022 | TEX ↗ | Terex Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 17, 2022 | ABBV ↗ | AbbVie Inc | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 31d |
| Mar 15, 2022 | AAPL ↗ | Apple Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 15, 2022 | PNGAY ↗ | Ping An Insurance | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 15, 2022 | SPXC ↗ | SPX Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 9, 2022 | FIS ↗ | Fidelity National Information Services I... | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 39d |
| Mar 16, 2022 | MRNA ↗ | Moderna Inc | Sale (Full) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 32d |
| Mar 15, 2022 | TCEHY ↗ | Tencent Holdings Limited Unsponsored ADR... | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 33d |
| Mar 9, 2022 | VZ ↗ | Verizon Communications Inc | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 39d |
| Mar 30, 2022 | TSM ↗ | Taiwan Semiconductor Manufacturing Compa... | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 18d |
| Mar 4, 2022 | TT ↗ | Trane Technologies plc | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 44d |
| Mar 17, 2022 | NFLX ↗ | Netflix Inc | Sale (Full) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 31d |
| Mar 31, 2022 | UL ↗ | Unilever PLC | Sale (Full) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 17d |
| Mar 29, 2022 | CTSH ↗ | Cognizant Technology Solutions Corporati... | Purchase | Joint | $1,001 - $15,000 | Apr 17, 2022 | 19d |
| Mar 4, 2022 | DAVA ↗ | Endava plc ADR Shares | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 17, 2022 | 44d |