Trade of the Donald Sternoff Beyer Jr
Democrat · VA-8 · House
In-remit alpha 12m
+50.7%
168 buys in their jurisdiction
Everything else
+2.9%
their other buys
$-weighted 12m
+33.8%
all buys, by size
t-stat (12m)
2.79
outside the noise
Disclosure lag
19 days
trade → public filing
Est. volume
$1.0M
0 option trades
Trading profile
| Disclosed transactions | 828 across 55 filings |
| Buys / sells | 391 / 431 |
| Distinct securities | 72 |
| Estimated volume | $37.6M |
| Traded in family accounts | 828 of 828 |
| Active | 16 Oct 2019 – 27 Jul 2026 |
| Busiest single day | 44 trades 14 Jul 2020 |
44 transactions on a single day is the signature of a managed account being rebalanced rather than 44 separate decisions — which is why the grades below skew low.
What they buy
| Technology | 59 | |
| Financials in remit | 44 | |
| Healthcare in remit | 41 | |
| Industrials in remit | 24 | |
| Pharma | 19 | |
| Telecom | 16 | |
| Utilities | 9 | |
| Transport | 7 |
Committees — what defines their remit
Ways and Means Joint Economic CommitteeSubcommittees
TradeTaxJurisdiction sectors: financialshealthcareindustrials · access score 0.77
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
27 |
| C |
|
113 |
| D |
|
60 |
| E |
|
87 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| AAPL | 6 | $46.8K | +37.2% |
| IAU | 3 | $35.1K | -31.5% |
| NEE | 9 | $34.9K | -4.4% |
| GS | 9 | $34.9K | +2.5% |
| FANUF | 8 | $31.0K | -28.5% |
| EL | 8 | $31.0K | +16.3% |
| MS | 1 | $27.4K | -5.7% |
| TGT | 7 | $27.1K | +29.8% |
| COST | 7 | $27.1K | +0.9% |
| BRK.B | 7 | $27.1K | +2.5% |
| TRNO | 6 | $23.2K | -13.2% |
| TJX | 6 | $23.2K | +2.6% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| — | BUY | 27 Jul 2026 | None Tri-Creek 5.00% 7/15/33 |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 26 Jul 2026 | None King Cnty Wash 4.00% 12/01/32 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 18 Jun 2026 | None Virginia Commlth 5.00% 09/15/29 |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 19 Feb 2026 | None Arlington Cnty VA 5.00% 7/01/35 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 29 Jan 2026 | None University Wash Univ 4.00% 12/01/3 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 20 Jan 2026 | None Madison Conn Go Bd 3.5% 12/18/25 |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 15 Jan 2026 | None Virginia St Pub Bldg 4.00% 08/01/3 |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 07 Jan 2026 | None Ohio St Gen Oblig 5.00% 11/01/34 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 18 Dec 2025 | None King CNTY Wash Ltd 4.00% 12/1/32 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 18 Dec 2025 | None Madison Conn GO BD 3.5% 12/18/25 |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 10 Dec 2025 | None Virginia ST 4.00% 8/1/38 |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 31 Oct 2025 | None King Cnty Wash 4.00% 12/01/32 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 23 Oct 2025 | None St John Baptist Parish Var 06/01/3 |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 22 Oct 2025 | None Connecticut St SPL Tax 5.00% 01/01 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 14 Oct 2025 | None North Allegheny PA Sch 5.00% 05/01 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 18 Sep 2025 | None Massachusetts St Sch Bld 5.00% |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 01 Jul 2025 | None Oklahoma Cnt OK Independent 3:00% |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 08 Apr 2025 | None University of Washington 4.00% 12/ |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 12 Feb 2025 | None Maryland St Health Var 07/01/45 |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 23 Dec 2024 | None Duke Street LLC, 50% Interest |
$5,000,001 - $25,000,000 | joint | — | — |
| — | BUY | 04 Dec 2024 | None Oklahoma Cnty OK Indep 3.00% 07.01 |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 04 Dec 2024 | None Oklahoma Cnty OK Indep 3.00% 07.01 |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 02 Dec 2024 | None Dallas Tex Area Rapid 5.00% 12/01/ |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 21 Nov 2024 | None Virginia State Housing Development |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 21 Nov 2024 | None Virginia State Housing Development |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 14 Nov 2024 | None Oregon State Housing & Community V |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 29 Oct 2024 | None Delaware Valley PA 4.00% 03/01/33 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 28 Oct 2024 | None North Carolina TPK 4.00% 01/01/33 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 24 Oct 2024 | None Long Island Power Authority NY 5.0 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 18 Oct 2024 | None New Jersey State 5.00% 06/15/33 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 16 Oct 2024 | None Aiken Cnty SC Cons Sch 4.00% 04/01 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 09 Oct 2024 | None Chicago Ill O'Hare 4.00% 01/01/36 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 09 Oct 2024 | None North Las Vegas Nev 4.00% 06/01/36 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 03 Oct 2024 | None Clark Cnty Nev Sch 4.00% 06/15/37 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 02 Oct 2024 | None District Columbia Go 5.00% 06/01/3 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 02 Oct 2024 | None Jefferson Cnty KY 4.00% 09/01/36 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 30 Aug 2024 | None Garden of Eden LLC, 40% Interest |
$5,000,001 - $25,000,000 | joint | — | — |
| — | BUY | 31 May 2024 | None Wise Cnty VA Indl Var 11-01-40 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 31 May 2024 | None Wise Cnty VA V-A 1.875% 11-01-40 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 23 May 2024 | None Putnam Cnty WVA Brd Ed 1.123% 05/0 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 02 May 2024 | None Metropolitan Wash DC 5.00% 10/01/3 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 28 Mar 2024 | None Virginia St Hsg Dev 3.65% 04/01/33 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 15 Sep 2023 | None Wisconsin St Health & EDL 5.00% 09 |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 30 Jun 2023 | None Union-Endicott NY Cent 3.75% 06/30 |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 06 Jun 2023 | None District Columbia Go 5.00% 06/01/3 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 06 Jun 2023 | None Virginia College Bldg 4.00% 02/01/ |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 18 Apr 2023 | None New York ST MTG AGY 3.45% 10/01/33 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 16 Mar 2023 | None Wisconsin St Health & EDL 5.00% 09 |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 01 Feb 2023 | None Virginia College Bldg 4.375% 02/01 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 10 Nov 2022 | None Clark Cnty Nev Limited 3.00% 06/01 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 10 Nov 2022 | None Virginia St Pub 3.00% 10/01/38 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 28 Jul 2022 | None Union-Endicott NY Central School D |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 02 Jun 2022 | None Farmington NM Pollutn Var 06/01/40 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 02 May 2022 | None New York NY City Transitional Fin |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 11 Apr 2022 | None California St GO BDS 4.25% 04/01/3 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 07 Apr 2022 | None Halifax County VA Indl Dev Var 12/ |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 07 Mar 2022 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 07 Mar 2022 | None Virginia College Bldg 3.00% 02/01/ |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 01 Mar 2022 | DAIUF Daifuku Co Ltd Ordinary Shares (DA |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 01 Mar 2022 | FANUF Fanuc Limited Ordinary Shares (FAN |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 01 Mar 2022 | None VgP N.V. NPV common |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 28 Feb 2022 | ACN Accenture plc Class A Ordinary Sha |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | GOOG Alphabet Inc. - Class C Capital St |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | AMZN Amazon.com, Inc. (AMZN) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | AAPL Apple Inc. (AAPL) |
$50,001 - $100,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | ASML ASML Holding N.V. - New York Regis |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | CDNS Cadence Design Systems, Inc. (CDNS |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | CGNX Cognex Corporation (CgNX) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 28 Feb 2022 | COST Costco Wholesale Corporation (COST |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 28 Feb 2022 | CYRX CryoPort, Inc. (CYRX) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | CVS CVS Health Corporation (CVS) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 28 Feb 2022 | ECL Ecolab Inc. (ECL) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 28 Feb 2022 | EL Estee Lauder Companies, Inc. (EL) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 28 Feb 2022 | FNV Franco-Nevada Corporation (FNV) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 28 Feb 2022 | GS goldman Sachs group, Inc. (gS) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | GH guardant Health, Inc. (gH) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | ILMN Illumina, Inc. (ILMN) |
$15,001 - $50,000 | joint | — | yes |
| C | SELL | 28 Feb 2022 | PI Impinj, Inc. (PI) |
$15,001 - $50,000 | joint | — | yes |
| C | SELL | 28 Feb 2022 | NTLA Intellia Therapeutics, Inc. (NTLA) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | ISRG Intuitive Surgical, Inc. (ISRg) |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 28 Feb 2022 | IAU iShares gold Trust Shares of the i |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 28 Feb 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | KAI Kadant Inc (KAI) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 28 Feb 2022 | LVMHF LVMH Moet Hennessy Louis Vuitton O |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 28 Feb 2022 | MSFT Microsoft Corporation (MSFT) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | MSCI MSCI Inc (MSCI) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | NDAQ Nasdaq, Inc. (NDAQ) |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 28 Feb 2022 | NSRGY Nestle SA Sponsored ADR representi |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 28 Feb 2022 | NKE Nike, Inc. (NKE) |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 28 Feb 2022 | NVS Novartis Ag (NVS) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | NVDA NVIDIA Corporation (NVDA) |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 28 Feb 2022 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 28 Feb 2022 | REGN Regeneron Pharmaceuticals, Inc. (R |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | ROP Roper Technologies, Inc. (ROP) |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 28 Feb 2022 | TGT Target Corporation (TgT) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 28 Feb 2022 | TRNO Terreno Realty Corporation (TRNO) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 28 Feb 2022 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 28 Feb 2022 | UNH UnitedHealth group Incorporated Co |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 28 Feb 2022 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 10 Feb 2022 | SQ Block, Inc. Class A Common Stock, |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 08 Feb 2022 | None Fontana Calif Univ Sch 3.00% 08/01 |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 03 Feb 2022 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | joint | +1.7% | yes |
| C | SELL | 03 Feb 2022 | MSCI MSCI Inc (MSCI) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 02 Feb 2022 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | -8.3% | yes |
| — | SELL | 02 Feb 2022 | None Morgan Stanley FR Var 05/04/2027 |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Feb 2022 | KMX CarMax Inc (KMX) |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 31 Jan 2022 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 31 Jan 2022 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | joint | +10.3% | — |
| B | SELL | 31 Jan 2022 | CYRX CryoPort, Inc. (CYRX) |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 31 Jan 2022 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | joint | +8.0% | — |
| E | BUY | 31 Jan 2022 | TRNO Terreno Realty Corporation (TRNO) |
$1,001 - $15,000 | joint | -1.2% | — |
| C | BUY | 28 Jan 2022 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | joint | +6.5% | yes |
| E | SELL | 28 Jan 2022 | BBH VanEck Biotech ETF (BBH) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 27 Jan 2022 | AXHE iShares MSCI ACWI ex US Healthcare |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 27 Jan 2022 | AXTE iShares MSCI ACWI ex US Telecommun |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 27 Jan 2022 | NVS Novartis Ag (NVS) |
$1,001 - $15,000 | joint | +12.5% | yes |
| C | BUY | 27 Jan 2022 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | joint | -10.3% | yes |
| C | SELL | 20 Jan 2022 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$15,001 - $50,000 | joint | — | yes |
| — | BUY | 20 Jan 2022 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 20 Jan 2022 | None Columbia Tenn Wtrwks Rev 5.00% 12/ |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 20 Jan 2022 | PNC PNC Financial Services group, Inc. |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 14 Jan 2022 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 14 Jan 2022 | CYRX CryoPort, Inc. (CYRX) |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 14 Jan 2022 | None Virginia St Pub 3.00% 10/01/38 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 13 Jan 2022 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 13 Jan 2022 | CYRX CryoPort, Inc. (CYRX) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 13 Jan 2022 | CVS CVS Health Corporation (CVS) |
$1,001 - $15,000 | joint | -9.6% | yes |
| C | SELL | 13 Jan 2022 | GH guardant Health, Inc. (gH) |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 13 Jan 2022 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | joint | +8.0% | — |
| — | BUY | 11 Jan 2022 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 10 Jan 2022 | SQ Block, Inc. Class A Common Stock, |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 10 Jan 2022 | TRNO Terreno Realty Corporation (TRNO) |
$1,001 - $15,000 | joint | -1.2% | — |
| E | BUY | 10 Jan 2022 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | joint | +19.6% | — |
| — | SELL | 06 Jan 2022 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 22 Dec 2021 | GH guardant Health, Inc. (gH) |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 22 Dec 2021 | IXJ iShares global Healthcare ETF (IXJ |
$1,001 - $15,000 | joint | +14.0% | — |
| E | BUY | 22 Dec 2021 | IYZ iShares U.S. Telecommunications ET |
$1,001 - $15,000 | joint | -10.9% | — |
| C | SELL | 22 Dec 2021 | NVS Novartis Ag (NVS) |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 22 Dec 2021 | BBH VanEck Biotech ETF (BBH) |
$1,001 - $15,000 | joint | +3.1% | — |
| C | SELL | 22 Dec 2021 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 21 Dec 2021 | CVS CVS Health Corporation (CVS) |
$1,001 - $15,000 | joint | +11.2% | yes |
| B | SELL | 21 Dec 2021 | FVRR Fiverr International Ltd. Ordinary |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 06 Dec 2021 | AAGIY AIA group, Ltd. Sponsored American |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 06 Dec 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 06 Dec 2021 | NDAQ Nasdaq, Inc. (NDAQ) |
$1,001 - $15,000 | joint | +7.8% | yes |
| — | BUY | 06 Dec 2021 | None Pittsburgh Pa Sch 3.00% 09/01/33 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 02 Dec 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 01 Dec 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 26 Nov 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 26 Nov 2021 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 26 Nov 2021 | SQ Square, Inc. Class A (SQ) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 26 Nov 2021 | TDOC Teladoc Health, Inc. (TDOC) |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 26 Nov 2021 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | joint | +25.8% | — |
| — | BUY | 09 Nov 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 02 Nov 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 01 Nov 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 01 Nov 2021 | DAIUF Daifuku Co Ltd Ordinary Shares (DA |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Nov 2021 | SQ Square, Inc. Class A (SQ) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 01 Nov 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 29 Oct 2021 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | joint | +17.3% | yes |
| — | BUY | 29 Oct 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 29 Oct 2021 | NTLA Intellia Therapeutics, Inc. (NTLA) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 29 Oct 2021 | LVMHF LVMH Moet Hennessy Louis Vuitton O |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 05 Oct 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 05 Oct 2021 | None Salisbury Twp Pa Sch 2.375% 04/01/ |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 04 Oct 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 04 Oct 2021 | FNV Franco-Nevada Corporation (FNV) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 04 Oct 2021 | PI Impinj, Inc. (PI) |
$1,001 - $15,000 | joint | +78.2% | yes |
| — | BUY | 01 Oct 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 30 Sep 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 30 Sep 2021 | None Des Moines Iowa gO Bds 2.00% 06/01 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 28 Sep 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 27 Sep 2021 | None AIA group Ltd NPV common |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 27 Sep 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 21 Sep 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 21 Sep 2021 | CYRX CryoPort, Inc. (CYRX) |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 20 Sep 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 20 Sep 2021 | CDNS Cadence Design Systems, Inc. (CDNS |
$1,001 - $15,000 | joint | +24.2% | yes |
| C | SELL | 20 Sep 2021 | NTLA Intellia Therapeutics, Inc. (NTLA) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 20 Sep 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 20 Sep 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 17 Sep 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 17 Sep 2021 | CGNX Cognex Corporation (CgNX) |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 17 Sep 2021 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | joint | +20.5% | — |
| C | SELL | 17 Sep 2021 | ILMN Illumina, Inc. (ILMN) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 17 Sep 2021 | NVS Novartis Ag (NVS) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 17 Sep 2021 | REGN Regeneron Pharmaceuticals, Inc. (R |
$1,001 - $15,000 | joint | +42.2% | yes |
| E | SELL | 17 Sep 2021 | SQ Square, Inc. Class A (SQ) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 17 Sep 2021 | UNH UnitedHealth group Incorporated Co |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 09 Sep 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 03 Sep 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 02 Sep 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 28 Aug 2021 | FANUF Fanuc Limited Ordinary Shares (FAN |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 18 Aug 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 18 Aug 2021 | CDNS Cadence Design Systems, Inc. (CDNS |
$1,001 - $15,000 | joint | +13.9% | yes |
| B | SELL | 18 Aug 2021 | TDOC Teladoc Health, Inc. (TDOC) |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 06 Aug 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 06 Aug 2021 | DAIUF Daifuku Co Ltd Ordinary Shares (DA |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 05 Aug 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 05 Aug 2021 | CDNS Cadence Design Systems, Inc. (CDNS |
$1,001 - $15,000 | joint | +13.9% | yes |
| E | SELL | 05 Aug 2021 | IAU iShares gold Trust Shares of the i |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 05 Aug 2021 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 03 Aug 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 02 Aug 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 21 Jul 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 21 Jul 2021 | NTLA Intellia Therapeutics, Inc. (NTLA) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 21 Jul 2021 | NEE NextEra Energy, Inc. (NEE) |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 21 Jul 2021 | REGN Regeneron Pharmaceuticals, Inc. (R |
$1,001 - $15,000 | joint | +7.6% | yes |
| — | BUY | 21 Jul 2021 | None Roanoke Cnty VA Economic 3.25% 10/ |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 15 Jul 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 15 Jul 2021 | None VGP N.V. NPV common |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 07 Jul 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 02 Jul 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 24 Jun 2021 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | joint | -0.6% | yes |
| — | SELL | 24 Jun 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 21 Jun 2021 | FNV Franco-Nevada Corporation (FNV) |
$1,001 - $15,000 | joint | -0.6% | — |
| B | SELL | 21 Jun 2021 | TDOC Teladoc Health, Inc. (TDOC) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 18 Jun 2021 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 18 Jun 2021 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | joint | +9.4% | yes |
| — | BUY | 18 Jun 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 18 Jun 2021 | DAIUF Daifuku Co Ltd Ordinary Shares (DA |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 18 Jun 2021 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 17 Jun 2021 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | joint | -26.8% | yes |
| — | BUY | 17 Jun 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 17 Jun 2021 | ECL Ecolab Inc. (ECL) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 17 Jun 2021 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 17 Jun 2021 | REGN Regeneron Pharmaceuticals, Inc. (R |
$1,001 - $15,000 | joint | +13.1% | yes |
| — | SELL | 08 Jun 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 08 Jun 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 08 Jun 2021 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | +19.4% | — |
| C | BUY | 07 Jun 2021 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | joint | +9.4% | yes |
| — | SELL | 03 Jun 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 02 Jun 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 01 Jun 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 25 May 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 25 May 2021 | None VGP N.V. NPV Common |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 17 May 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 17 May 2021 | LDNXF London Stock Exchange Group plc Or |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 13 May 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| B | BUY | 13 May 2021 | MS Morgan Stanley (MS) |
$15,001 - $50,000 | joint | -5.7% | yes |
| — | BUY | 11 May 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 11 May 2021 | None FIVERR Intl Ltd Ord |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 07 May 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 07 May 2021 | TDOC Teladoc Health, Inc. (TDOC) |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 06 May 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 06 May 2021 | FNV Franco-Nevada Corporation (FNV) |
$1,001 - $15,000 | joint | -2.3% | — |
| C | SELL | 06 May 2021 | ILMN Illumina, Inc. (ILMN) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 06 May 2021 | NDAQ Nasdaq, Inc. (NDAQ) |
$1,001 - $15,000 | joint | -6.6% | yes |
| — | SELL | 04 May 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 04 May 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 29 Apr 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 29 Apr 2021 | NDAQ Nasdaq, Inc. (NDAQ) |
$1,001 - $15,000 | joint | -2.0% | yes |
| E | SELL | 29 Apr 2021 | SPLK Splunk Inc. (SPLK) |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 14 Apr 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 14 Apr 2021 | EDIT Editas Medicine, Inc. (EDIT) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 14 Apr 2021 | RHHBF Roche Holdings Ag Basel Ordinary S |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 13 Apr 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 13 Apr 2021 | None California St gO BDS 4.25% 04/01/3 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 05 Apr 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 01 Apr 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 18 Mar 2021 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 18 Mar 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Mar 2021 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 18 Mar 2021 | GS goldman Sachs group, Inc. (gS) |
$1,001 - $15,000 | joint | -14.0% | yes |
| C | BUY | 18 Mar 2021 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | -24.7% | yes |
| C | BUY | 18 Mar 2021 | KAI Kadant Inc (KAI) |
$1,001 - $15,000 | joint | -10.2% | yes |
| C | SELL | 18 Mar 2021 | MSCI MSCI Inc (MSCI) |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 15 Mar 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Mar 2021 | RDS.A Royal Dutch Shell PLC Royal Dutch |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Mar 2021 | SLB Schlumberger N.V. (SLB) |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 11 Mar 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 11 Mar 2021 | GS goldman Sachs group, Inc. (gS) |
$1,001 - $15,000 | joint | -14.0% | yes |
| E | SELL | 11 Mar 2021 | IAU ishares gold Trust (IAU) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 11 Mar 2021 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | -24.7% | yes |
| C | BUY | 11 Mar 2021 | KAI Kadant Inc (KAI) |
$1,001 - $15,000 | joint | -10.2% | yes |
| C | SELL | 11 Mar 2021 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 11 Mar 2021 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 03 Mar 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 03 Mar 2021 | CDNS Cadence Design Systems, Inc. (CDNS |
$1,001 - $15,000 | joint | +1.8% | yes |
| E | SELL | 03 Mar 2021 | SPLK Splunk Inc. (SPLK) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 02 Mar 2021 | EDIT Editas Medicine, Inc. (EDIT) |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 02 Mar 2021 | RDS.A Royal Dutch Shell PLC Royal Dutch |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 01 Mar 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 01 Mar 2021 | GS goldman Sachs group, Inc. (gS) |
$1,001 - $15,000 | joint | -14.0% | yes |
| C | BUY | 01 Mar 2021 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | -24.7% | yes |
| — | SELL | 01 Mar 2021 | None Maryland St Community |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 01 Mar 2021 | SLB Schlumberger N.V. (SLB) |
$1,001 - $15,000 | joint | +32.1% | — |
| C | SELL | 01 Mar 2021 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 26 Feb 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 26 Feb 2021 | FVRR Fiverr International Ltd. Ordinary |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 25 Feb 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 25 Feb 2021 | None Texas Mun gas Acquisition 5.00% 12 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 22 Feb 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 22 Feb 2021 | None Farmington NM Pollutn Var 06/01/40 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 19 Feb 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 19 Feb 2021 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 08 Feb 2021 | AAIGF AIA group, Ltd. Ordinary Shares (A |
$1,001 - $15,000 | joint | -32.9% | yes |
| — | SELL | 08 Feb 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 08 Feb 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 08 Feb 2021 | GS goldman Sachs group, Inc. (gS) |
$1,001 - $15,000 | joint | -10.0% | yes |
| — | BUY | 05 Feb 2021 | None Columbia Tenn Wtrwks Rev 5.00% 12/ |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 05 Feb 2021 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 04 Feb 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 04 Feb 2021 | KAI Kadant Inc (KAI) |
$1,001 - $15,000 | joint | -5.7% | yes |
| C | SELL | 04 Feb 2021 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 03 Feb 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 02 Feb 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 01 Feb 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 28 Jan 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 19 Jan 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 19 Jan 2021 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | joint | +10.0% | — |
| C | BUY | 19 Jan 2021 | FANUF Fanuc Limited Ordinary Shares (FAN |
$1,001 - $15,000 | joint | -46.5% | yes |
| — | BUY | 15 Jan 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 15 Jan 2021 | GS goldman Sachs group, Inc. (gS) |
$1,001 - $15,000 | joint | +13.0% | yes |
| C | SELL | 15 Jan 2021 | NTLA Intellia Therapeutics, Inc. (NTLA) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 15 Jan 2021 | NSRGY Nestle SA Sponsored ADR representi |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 15 Jan 2021 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 13 Jan 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 13 Jan 2021 | None New York N Y City 5.00% 05/01/34 |
$15,001 - $50,000 | joint | — | — |
| B | BUY | 12 Jan 2021 | AAGIY AIA group, Ltd. Sponsored American |
$1,001 - $15,000 | joint | -36.8% | yes |
| — | SELL | 12 Jan 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 11 Jan 2021 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | joint | +2.4% | yes |
| — | SELL | 11 Jan 2021 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 11 Jan 2021 | GS goldman Sachs group, Inc. (gS) |
$1,001 - $15,000 | joint | +13.0% | yes |
| — | BUY | 11 Jan 2021 | None Massachusetts St go BDS 5.00% 09/0 |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 11 Jan 2021 | MCO Moody's Corporation (MCO) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 11 Jan 2021 | NSRGY Nestle SA Sponsored ADR representi |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 11 Jan 2021 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 11 Jan 2021 | SPLK Splunk Inc. (SPLK) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 11 Jan 2021 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 05 Jan 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 04 Jan 2021 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 23 Dec 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 23 Dec 2020 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 16 Dec 2020 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 16 Dec 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 16 Dec 2020 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 15 Dec 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 15 Dec 2020 | GS goldman Sachs group, Inc. (gS) |
$1,001 - $15,000 | joint | +26.4% | yes |
| B | BUY | 15 Dec 2020 | KAI Kadant Inc (KAI) |
$1,001 - $15,000 | joint | +34.3% | yes |
| — | SELL | 14 Dec 2020 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 14 Dec 2020 | None Virginia College Bldg 3.00% 02/01/ |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 07 Dec 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 07 Dec 2020 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | joint | -43.5% | yes |
| — | SELL | 04 Dec 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 04 Dec 2020 | None VgP N.V. NPV Common |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 03 Dec 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 03 Dec 2020 | CGNX Cognex Corporation (CgNX) |
$1,001 - $15,000 | joint | -35.4% | yes |
| C | BUY | 03 Dec 2020 | MSCI MSCI Inc (MSCI) |
$1,001 - $15,000 | joint | +3.1% | yes |
| — | SELL | 02 Dec 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 02 Dec 2020 | ECL Ecolab Inc. (ECL) |
$1,001 - $15,000 | joint | -20.9% | — |
| E | BUY | 02 Dec 2020 | LVMHF LVMH Moet Hennessy Louis Vuitton O |
$1,001 - $15,000 | joint | +5.0% | — |
| — | BUY | 01 Dec 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 27 Nov 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 25 Nov 2020 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 25 Nov 2020 | ECL Ecolab Inc. (ECL) |
$1,001 - $15,000 | joint | -25.7% | — |
| C | BUY | 25 Nov 2020 | FANUF Fanuc Limited Ordinary Shares (FAN |
$1,001 - $15,000 | joint | -44.1% | yes |
| — | BUY | 25 Nov 2020 | None Putnam Cnty W Va BRD Ed 1.123% 05/ |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 24 Nov 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 24 Nov 2020 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | joint | +27.5% | yes |
| — | SELL | 20 Nov 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 20 Nov 2020 | RHHBF Roche Holdings Ag Basel Ordinary S |
$1,001 - $15,000 | joint | -2.7% | yes |
| — | SELL | 19 Nov 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 19 Nov 2020 | FANUF Fanuc Limited Ordinary Shares (FAN |
$1,001 - $15,000 | joint | -44.1% | yes |
| — | SELL | 18 Nov 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 18 Nov 2020 | DAIUF Daifuku Co Ltd Ordinary Shares (DA |
$1,001 - $15,000 | joint | +104.1% | yes |
| E | BUY | 18 Nov 2020 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | joint | +10.3% | — |
| C | BUY | 18 Nov 2020 | NTLA Intellia Therapeutics, Inc. (NTLA) |
$1,001 - $15,000 | joint | +166.1% | yes |
| C | BUY | 18 Nov 2020 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | joint | -28.7% | yes |
| D | BUY | 17 Nov 2020 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | +20.4% | yes |
| D | BUY | 17 Nov 2020 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | joint | +7.9% | yes |
| — | SELL | 17 Nov 2020 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 17 Nov 2020 | CGNX Cognex Corporation (CgNX) |
$1,001 - $15,000 | joint | -24.1% | yes |
| C | BUY | 17 Nov 2020 | CYRX CryoPort, Inc. (CYRX) |
$1,001 - $15,000 | joint | -2.3% | yes |
| C | BUY | 17 Nov 2020 | EDIT Editas Medicine, Inc. (EDIT) |
$1,001 - $15,000 | joint | -31.6% | yes |
| D | BUY | 17 Nov 2020 | ILMN Illumina, Inc. (ILMN) |
$1,001 - $15,000 | joint | -20.2% | yes |
| E | BUY | 17 Nov 2020 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | -5.3% | — |
| E | BUY | 17 Nov 2020 | NKE Nike, Inc. (NKE) |
$1,001 - $15,000 | joint | -0.4% | — |
| D | BUY | 17 Nov 2020 | NVS Novartis Ag (NVS) |
$1,001 - $15,000 | joint | -36.2% | yes |
| D | BUY | 17 Nov 2020 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | joint | +113.8% | yes |
| D | BUY | 17 Nov 2020 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | joint | -16.3% | yes |
| E | BUY | 17 Nov 2020 | SQ Square, Inc. Class A (SQ) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 17 Nov 2020 | TGT Target Corporation (TgT) |
$1,001 - $15,000 | joint | +12.7% | — |
| C | BUY | 17 Nov 2020 | TDOC Teladoc Health, Inc. (TDOC) |
$1,001 - $15,000 | joint | -76.9% | yes |
| C | BUY | 13 Nov 2020 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | joint | +50.4% | yes |
| — | SELL | 13 Nov 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 13 Nov 2020 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | joint | +10.2% | — |
| C | BUY | 13 Nov 2020 | FANUF Fanuc Limited Ordinary Shares (FAN |
$1,001 - $15,000 | joint | -44.1% | yes |
| C | BUY | 13 Nov 2020 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | +10.9% | yes |
| — | SELL | 10 Nov 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 09 Nov 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 09 Nov 2020 | FANUF Fanuc Limited Ordinary Shares (FAN |
$1,001 - $15,000 | joint | -44.1% | yes |
| — | SELL | 05 Nov 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 05 Nov 2020 | DAIUF Daifuku Co Ltd Ordinary Shares (DA |
$1,001 - $15,000 | joint | +104.1% | yes |
| C | BUY | 05 Nov 2020 | FANUF Fanuc Limited Ordinary Shares (FAN |
$1,001 - $15,000 | joint | -44.1% | yes |
| C | BUY | 05 Nov 2020 | ISRG Intuitive Surgical, Inc. (ISRg) |
$1,001 - $15,000 | joint | +7.2% | yes |
| C | BUY | 04 Nov 2020 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | joint | +7.9% | yes |
| C | BUY | 04 Nov 2020 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | joint | +113.8% | yes |
| — | SELL | 03 Nov 2020 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 03 Nov 2020 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | joint | +10.3% | — |
| E | BUY | 03 Nov 2020 | IAU ishares gold Trust (IAU) |
$1,001 - $15,000 | joint | -30.2% | — |
| E | BUY | 03 Nov 2020 | LVMHF LVMH Moet Hennessy Louis Vuitton O |
$1,001 - $15,000 | joint | +4.8% | — |
| E | BUY | 03 Nov 2020 | NKE Nike, Inc. (NKE) |
$1,001 - $15,000 | joint | -0.4% | — |
| E | BUY | 03 Nov 2020 | SPLK Splunk Inc. (SPLK) |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 02 Nov 2020 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 02 Nov 2020 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | joint | +10.2% | — |
| C | BUY | 02 Nov 2020 | CYRX CryoPort, Inc. (CYRX) |
$1,001 - $15,000 | joint | -2.3% | yes |
| C | BUY | 02 Nov 2020 | GH guardant Health, Inc. (gH) |
$1,001 - $15,000 | joint | -47.1% | yes |
| E | BUY | 02 Nov 2020 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | -5.3% | — |
| E | BUY | 02 Nov 2020 | TGT Target Corporation (TgT) |
$1,001 - $15,000 | joint | +12.7% | — |
| C | BUY | 02 Nov 2020 | UNH UnitedHealth group Incorporated Co |
$1,001 - $15,000 | joint | +5.2% | yes |
| — | BUY | 02 Nov 2020 | None Virginia College Bldg 4.00% 02/01/ |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 28 Oct 2020 | None BLF FedFund TDDXX |
$375,000.00 | joint | — | — |
| — | SELL | 26 Oct 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 26 Oct 2020 | TGT Target Corporation (TGT) |
$1,001 - $15,000 | joint | +26.8% | — |
| — | BUY | 26 Oct 2020 | None VGP NV common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Oct 2020 | ECL Ecolab Inc. (ECL) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Oct 2020 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | -19.5% | — |
| — | BUY | 22 Oct 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 22 Oct 2020 | GH Guardant Health, Inc. (GH) |
$1,001 - $15,000 | joint | -37.8% | yes |
| C | SELL | 22 Oct 2020 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 14 Oct 2020 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 14 Oct 2020 | None Texas Mun Gas Acquisition 5.00% |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 08 Oct 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 08 Oct 2020 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | joint | +12.1% | — |
| C | SELL | 08 Oct 2020 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 08 Oct 2020 | TRNO Terreno Realty Corporation (TRNO) |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 05 Oct 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 05 Oct 2020 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 05 Oct 2020 | GH Guardant Health, Inc. (GH) |
$1,001 - $15,000 | joint | -37.8% | yes |
| C | SELL | 05 Oct 2020 | NVS Novartis AG (NVS) |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 02 Oct 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 01 Oct 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 29 Sep 2020 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 29 Sep 2020 | None California St Various 5.00% 04/01/ |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 15 Sep 2020 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 11 Sep 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 11 Sep 2020 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 09 Sep 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 09 Sep 2020 | None VGP Group |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 03 Sep 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 02 Sep 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 01 Sep 2020 | None Halifax Cnty VA Indl Dev Var 12/01 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 28 Aug 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 28 Aug 2020 | MCO Moody's Corporation (MCO) |
$1,001 - $15,000 | joint | +2.6% | yes |
| E | BUY | 28 Aug 2020 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | -8.9% | — |
| C | BUY | 27 Aug 2020 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | +13.3% | yes |
| — | BUY | 27 Aug 2020 | None BLF FedFund TDDXX |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 27 Aug 2020 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | joint | +4.2% | — |
| E | SELL | 27 Aug 2020 | ECL Ecolab Inc. (ECL) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 27 Aug 2020 | FVRR Fiverr International Ltd. Ordinary |
$1,001 - $15,000 | joint | +29.2% | yes |
| C | SELL | 27 Aug 2020 | ILMN Illumina, Inc. (ILMN) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 27 Aug 2020 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 27 Aug 2020 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | joint | -15.1% | yes |
| — | SELL | 27 Aug 2020 | None Texas St Tax Rev 4.00% 08/27/20 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 26 Aug 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 26 Aug 2020 | NTLA Intellia Therapeutics, Inc. (NTLA) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 14 Aug 2020 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 14 Aug 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 14 Aug 2020 | REGN Regeneron Pharmaceuticals, Inc. (R |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 13 Aug 2020 | None BLF FedFund TDDXX |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 04 Aug 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 03 Aug 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 27 Jul 2020 | None BLF FedFund TDDXX |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 27 Jul 2020 | PI Impinj, Inc. (PI) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | GOOG Alphabet Inc. - Class C Capital St |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | AMZN Amazon.com, Inc. (AMZN) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | AAPL Apple Inc. (AAPL) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 14 Jul 2020 | None BLF FedFund TDDXX |
$1,000,001 - $5,000,000 | joint | — | — |
| D | SELL | 14 Jul 2020 | C Citigroup, Inc. (C) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | CGNX Cognex Corporation (CgNX) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Jul 2020 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Jul 2020 | CYRX CryoPort, Inc. (CYRX) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | DAIUF Daifuku Co Ltd Ordinary Shares (DA |
$15,001 - $50,000 | joint | — | yes |
| — | SELL | 14 Jul 2020 | None District of Columbia 4.00% 04-01- |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 14 Jul 2020 | None District of Columbia 4.00% 06-01- |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Jul 2020 | ECL Ecolab Inc. (ECL) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Jul 2020 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Jul 2020 | FANUF Fanuc Limited Ordinary Shares (FAN |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | GS goldman Sachs group, Inc. (gS) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | GH guardant Health, Inc. (gH) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | ILMN Illumina, Inc. (ILMN) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | ISRG Intuitive Surgical, Inc. (ISRg) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Jul 2020 | IAU ishares gold Trust (IAU) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Jul 2020 | LDNXF London Stock Exchange group plc Or |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Jul 2020 | LVMHF LVMH Moet Hennessy Louis Vuitton O |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Jul 2020 | MSFT Microsoft Corporation (MSFT) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | MSCI MSCI Inc (MSCI) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | NDAQ Nasdaq, Inc. (NDAQ) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Jul 2020 | NSRGY Nestle SA Sponsored ADR representi |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Jul 2020 | NEE NextEra Energy, Inc. (NEE) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Jul 2020 | NKE Nike, Inc. (NKE) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Jul 2020 | NVS Novartis Ag (NVS) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Jul 2020 | NVDA NVIDIA Corporation (NVDA) |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Jul 2020 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | joint | — | — |
Click any row for the full trade breakdown.