Trade of the Kathy Manning
Democrat · NC-6 · House
In-remit alpha 12m
+6.9%
13 buys in their jurisdiction
Everything else
-2.4%
their other buys
$-weighted 12m
-0.6%
all buys, by size
t-stat (12m)
-0.73
within the noise
Disclosure lag
35 days
trade → public filing
Est. volume
$2.3M
0 option trades
Trading profile
| Disclosed transactions | 809 across 34 filings |
| Buys / sells | 461 / 348 |
| Distinct securities | 161 |
| Estimated volume | $29.4M |
| Traded in family accounts | 685 of 809 |
| Active | 15 Jan 2021 – 01 Jan 2025 |
| Busiest single day | 93 trades 27 Jul 2022 |
93 transactions on a single day is the signature of a managed account being rebalanced rather than 93 separate decisions — which is why the grades below skew low.
What they buy
| Technology | 145 | |
| Healthcare | 75 | |
| Financials | 72 | |
| Telecom | 43 | |
| Pharma | 35 | |
| Industrials | 18 | |
| Materials | 10 | |
| Agriculture | 8 |
Committees — what defines their remit
No standing committee seats on record.Jurisdiction sectors: none · access score 0.00
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
0 |
| C |
|
0 |
| D |
|
19 |
| E |
|
423 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| MSFT | 17 | $136.4K | +3.9% |
| GRMN | 3 | $78.5K | +20.6% |
| TBBC | 1 | $70.7K | -10.1% |
| NOW | 4 | $62.5K | -6.3% |
| NVDA | 10 | $62.3K | +125.8% |
| MDT | 9 | $58.4K | -20.4% |
| AAPL | 9 | $58.4K | -11.2% |
| CRM | 8 | $54.5K | -8.4% |
| CFG | 8 | $54.5K | +8.1% |
| PYPL | 7 | $50.6K | -34.4% |
| PKG | 7 | $50.6K | +3.0% |
| MTCH | 7 | $50.6K | -55.2% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| — | SELL | 01 Jan 2025 | None Seven Bridges Long/Short Equity Fu |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 01 Jan 2025 | None Seven Bridges Long/Short Equity Fu |
$50,001 - $100,000 | self | — | — |
| — | SELL | 01 Jan 2025 | None Seven Bridges Long/Short Equity Fu |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 31 Dec 2024 | None Seven Bridges Emerging Markets Fun |
$500,001 - $1,000,000 | self | — | — |
| — | SELL | 31 Dec 2024 | None Seven Bridges Emerging Markets Fun |
$100,001 - $250,000 | spouse | — | — |
| — | SELL | 31 Dec 2024 | None Seven Bridges Multi-Strategy Fund |
$100,001 - $250,000 | spouse | — | — |
| — | SELL | 31 Dec 2024 | None Seven Bridges Strategic Equity Fun |
$1,000,001 - $5,000,000 | self | — | — |
| — | SELL | 31 Dec 2024 | None Seven Bridges Strategic Equity Fun |
$250,001 - $500,000 | spouse | — | — |
| — | SELL | 28 Oct 2024 | None Seven Bridges Long/Short Equity Fu |
$100,001 - $250,000 | self | — | — |
| — | SELL | 25 Oct 2024 | None Seven Bridges Long/Short Equity Fu |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 25 Oct 2024 | None Seven Bridges Multi-Strategy Fund |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 03 Sep 2024 | None Silver Point Distressed Opportunit |
$15,001 - $50,000 | self | — | — |
| — | BUY | 29 Aug 2024 | None SB DPC Fund LP |
$15,001 - $50,000 | self | — | — |
| E | SELL | 09 Aug 2024 | PFE Pfizer, Inc. Common Stock (PFE) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 09 Aug 2024 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 08 Aug 2024 | None Seven Bridges Energy Opportunities |
$50,001 - $100,000 | self | — | — |
| — | BUY | 08 Aug 2024 | None Seven Bridges Private Equity Oppor |
$15,001 - $50,000 | self | — | — |
| — | BUY | 01 Aug 2024 | None Seven Bridges Multi-Strategy Fund |
$100,001 - $250,000 | spouse | — | — |
| — | SELL | 30 Jul 2024 | None Seven Bridges Long/Short Equity Fu |
$500,001 - $1,000,000 | self | — | — |
| — | SELL | 26 Jul 2024 | None Seven Bridges Long/Short Equity Fu |
$100,001 - $250,000 | spouse | — | — |
| E | BUY | 02 Jul 2024 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | spouse | +3.7% | — |
| E | BUY | 02 Jul 2024 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | spouse | +3.7% | — |
| E | BUY | 02 Jul 2024 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | spouse | -6.3% | — |
| E | SELL | 02 Jul 2024 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | GOOGL Alphabet Inc. - Class A Common Sto |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | GOOGL Alphabet Inc. - Class A Common Sto |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | GOOGL Alphabet Inc. - Class A Common Sto |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 02 Jul 2024 | AMGN Amgen Inc. - Common Stock (AMGN) |
$1,001 - $15,000 | spouse | -22.5% | — |
| E | SELL | 02 Jul 2024 | AON Aon plc Class A Ordinary Shares (A |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 02 Jul 2024 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | spouse | -14.2% | — |
| E | BUY | 02 Jul 2024 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | spouse | -14.2% | — |
| E | BUY | 02 Jul 2024 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | spouse | -14.2% | — |
| E | SELL | 02 Jul 2024 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 02 Jul 2024 | CNC Centene Corporation Common Stock ( |
$1,001 - $15,000 | spouse | -79.3% | — |
| E | BUY | 02 Jul 2024 | CNC Centene Corporation Common Stock ( |
$1,001 - $15,000 | spouse | -79.3% | — |
| E | SELL | 02 Jul 2024 | CB Chubb Limited Common Stock (CB) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | CB Chubb Limited Common Stock (CB) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | CB Chubb Limited Common Stock (CB) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | CME CME Group Inc. - Class A Common St |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | CME CME Group Inc. - Class A Common St |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 02 Jul 2024 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | spouse | -3.5% | — |
| E | BUY | 02 Jul 2024 | EXPD Expeditors International of Washin |
$1,001 - $15,000 | spouse | -14.6% | — |
| E | BUY | 02 Jul 2024 | GRMN Garmin Ltd. Common Stock (GRMN) |
$50,001 - $100,000 | spouse | +20.6% | — |
| E | BUY | 02 Jul 2024 | GRMN Garmin Ltd. Common Stock (GRMN) |
$1,001 - $15,000 | spouse | +20.6% | — |
| E | BUY | 02 Jul 2024 | GRMN Garmin Ltd. Common Stock (GRMN) |
$1,001 - $15,000 | spouse | +20.6% | — |
| E | BUY | 02 Jul 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | spouse | -1.7% | — |
| E | BUY | 02 Jul 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | spouse | -1.7% | — |
| E | BUY | 02 Jul 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | spouse | -1.7% | — |
| E | SELL | 02 Jul 2024 | INTU Intuit Inc. - Common Stock (INTU) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 02 Jul 2024 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | spouse | -1.6% | — |
| E | BUY | 02 Jul 2024 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | spouse | -1.6% | — |
| E | BUY | 02 Jul 2024 | LRCX Lam Research Corporation - Common |
$1,001 - $15,000 | spouse | +0.6% | — |
| D | SELL | 02 Jul 2024 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 02 Jul 2024 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 02 Jul 2024 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | spouse | +8.8% | — |
| E | BUY | 02 Jul 2024 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | spouse | +8.8% | — |
| E | SELL | 02 Jul 2024 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 02 Jul 2024 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | spouse | -39.5% | — |
| E | BUY | 02 Jul 2024 | MICRD MICRON SOLUTIONS INC NEW (MICRD) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 02 Jul 2024 | MSFT Microsoft Corporation - Common Sto |
$15,001 - $50,000 | spouse | +5.6% | — |
| E | BUY | 02 Jul 2024 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | +5.6% | — |
| E | BUY | 02 Jul 2024 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | +5.6% | — |
| E | BUY | 02 Jul 2024 | MSCI MSCI Inc. Common Stock (MSCI) |
$1,001 - $15,000 | spouse | -14.5% | — |
| E | BUY | 02 Jul 2024 | MSCI MSCI Inc. Common Stock (MSCI) |
$1,001 - $15,000 | spouse | -14.5% | — |
| E | SELL | 02 Jul 2024 | NKE Nike, Inc. Common Stock (NKE) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | NKE Nike, Inc. Common Stock (NKE) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | NKE Nike, Inc. Common Stock (NKE) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 02 Jul 2024 | NVDA NVIDIA Corporation - Common Stock |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 02 Jul 2024 | PKG Packaging Corporation of America C |
$1,001 - $15,000 | spouse | -13.6% | — |
| E | BUY | 02 Jul 2024 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | spouse | -20.2% | — |
| E | BUY | 02 Jul 2024 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | spouse | -23.7% | — |
| E | BUY | 02 Jul 2024 | CRM Salesforce, Inc. Common Stock (CRM |
$1,001 - $15,000 | spouse | -22.7% | — |
| E | BUY | 02 Jul 2024 | CRM Salesforce, Inc. Common Stock (CRM |
$1,001 - $15,000 | spouse | -22.7% | — |
| E | BUY | 02 Jul 2024 | CRM Salesforce, Inc. Common Stock (CRM |
$1,001 - $15,000 | spouse | -22.7% | — |
| E | BUY | 02 Jul 2024 | SYY Sysco Corporation Common Stock (SY |
$1,001 - $15,000 | spouse | -10.0% | — |
| E | BUY | 02 Jul 2024 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | spouse | +5.1% | — |
| E | BUY | 02 Jul 2024 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | +12.2% | — |
| E | BUY | 02 Jul 2024 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | +12.2% | — |
| E | SELL | 02 Jul 2024 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 13 Jun 2024 | WU Western Union Company (WU) |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 03 May 2024 | None Seven Bridges Long/Short Equity Fu |
$500,001 - $1,000,000 | spouse | — | — |
| — | BUY | 30 Apr 2024 | None PayJoy Asset Fund LLC |
$100,001 - $250,000 | spouse | — | — |
| — | SELL | 22 Apr 2024 | None Seven Bridges Long/Short Equity Fu |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 22 Apr 2024 | None Seven Bridges Multi-Strategy Fund |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 21 Feb 2024 | None SB DPC Fund LP |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 01 Feb 2024 | None Abdiel Qualified Onshore Partners, |
$500,001 - $1,000,000 | spouse | — | — |
| — | BUY | 01 Feb 2024 | None Seven Bridges Multi-Strategy Fund |
$250,001 - $500,000 | spouse | — | — |
| — | SELL | 29 Jan 2024 | None Seven Bridges Long/Short Equity Fu |
$250,001 - $500,000 | spouse | — | — |
| — | SELL | 29 Jan 2024 | None Seven Bridges Long/Short Equity Fu |
Spouse/DC Over $1,000,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | ABT Abbott Laboratories (ABT) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | ABT Abbott Laboratories (ABT) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 23 Jan 2024 | ABBV AbbVie Inc. (ABBV) |
$1,001 - $15,000 | spouse | -8.8% | — |
| E | SELL | 23 Jan 2024 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 23 Jan 2024 | AMGN Amgen Inc. (AMGN) |
$1,001 - $15,000 | spouse | -26.5% | — |
| E | BUY | 23 Jan 2024 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | spouse | +4.6% | — |
| E | BUY | 23 Jan 2024 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | spouse | +4.6% | — |
| E | BUY | 23 Jan 2024 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | spouse | +4.6% | — |
| E | SELL | 23 Jan 2024 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | AAPL Apple Inc. (AAPL) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 23 Jan 2024 | CB Chubb Limited (CB) |
$1,001 - $15,000 | spouse | -12.1% | — |
| E | BUY | 23 Jan 2024 | CFG Citizens Financial Group, Inc. (CF |
$15,001 - $50,000 | spouse | +34.6% | — |
| E | BUY | 23 Jan 2024 | CFG Citizens Financial Group, Inc. (CF |
$1,001 - $15,000 | spouse | +34.6% | — |
| E | BUY | 23 Jan 2024 | CFG Citizens Financial Group, Inc. (CF |
$1,001 - $15,000 | spouse | +34.6% | — |
| E | BUY | 23 Jan 2024 | CME CME Group Inc. - Class A (CME) |
$1,001 - $15,000 | spouse | +1.8% | — |
| E | BUY | 23 Jan 2024 | COST Costco Wholesale Corporation (COST |
$15,001 - $50,000 | spouse | +24.1% | — |
| E | BUY | 23 Jan 2024 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | spouse | +24.1% | — |
| E | BUY | 23 Jan 2024 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | spouse | +24.1% | — |
| E | SELL | 23 Jan 2024 | GIS General Mills, Inc. (GIS) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | GIS General Mills, Inc. (GIS) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | GIS General Mills, Inc. (GIS) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | INTU Intuit Inc. (INTU) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | INTU Intuit Inc. (INTU) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | INTU Intuit Inc. (INTU) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 23 Jan 2024 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | -23.4% | — |
| E | SELL | 23 Jan 2024 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | LRCX Lam Research Corporation (LRCX) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | LRCX Lam Research Corporation (LRCX) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | LRCX Lam Research Corporation (LRCX) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 23 Jan 2024 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | spouse | -15.8% | yes |
| D | BUY | 23 Jan 2024 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | spouse | -15.8% | yes |
| E | BUY | 23 Jan 2024 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | -0.1% | — |
| E | BUY | 23 Jan 2024 | MA Mastercard Incorporated (MA) |
$15,001 - $50,000 | spouse | -0.1% | — |
| E | BUY | 23 Jan 2024 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | -0.1% | — |
| E | BUY | 23 Jan 2024 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | spouse | -17.1% | — |
| E | BUY | 23 Jan 2024 | MDT Medtronic plc. Ordinary Shares (MD |
$15,001 - $50,000 | spouse | -17.1% | — |
| E | BUY | 23 Jan 2024 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | spouse | -17.1% | — |
| E | BUY | 23 Jan 2024 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | spouse | -52.5% | — |
| E | BUY | 23 Jan 2024 | MRK Merck & Company, Inc. Common Stock |
$15,001 - $50,000 | spouse | -52.5% | — |
| E | BUY | 23 Jan 2024 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | spouse | -52.5% | — |
| E | SELL | 23 Jan 2024 | MU Micron Technology, Inc. (MU) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | MU Micron Technology, Inc. (MU) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | MU Micron Technology, Inc. (MU) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 23 Jan 2024 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | -20.9% | — |
| E | BUY | 23 Jan 2024 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | -20.9% | — |
| E | BUY | 23 Jan 2024 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | -20.9% | — |
| E | BUY | 23 Jan 2024 | MSCI MSCI Inc. (MSCI) |
$1,001 - $15,000 | spouse | -22.2% | — |
| E | BUY | 23 Jan 2024 | MSCI MSCI Inc. (MSCI) |
$15,001 - $50,000 | spouse | -22.2% | — |
| E | BUY | 23 Jan 2024 | MSCI MSCI Inc. (MSCI) |
$1,001 - $15,000 | spouse | -22.2% | — |
| E | BUY | 23 Jan 2024 | NKE Nike, Inc. (NKE) |
$1,001 - $15,000 | spouse | -52.5% | — |
| E | BUY | 23 Jan 2024 | NKE Nike, Inc. (NKE) |
$1,001 - $15,000 | spouse | -52.5% | — |
| E | BUY | 23 Jan 2024 | NKE Nike, Inc. (NKE) |
$1,001 - $15,000 | spouse | -52.5% | — |
| E | SELL | 23 Jan 2024 | PKG Packaging Corporation of America ( |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 23 Jan 2024 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | spouse | -15.0% | — |
| E | BUY | 23 Jan 2024 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | spouse | -15.0% | — |
| E | BUY | 23 Jan 2024 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | spouse | -15.0% | — |
| E | SELL | 23 Jan 2024 | QCOM QUALCOMM Incorporated (QCOM) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | QCOM QUALCOMM Incorporated (QCOM) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 23 Jan 2024 | CRM Salesforce, Inc. (CRM) |
$15,001 - $50,000 | spouse | -8.0% | — |
| E | BUY | 23 Jan 2024 | CRM Salesforce, Inc. (CRM) |
$1,001 - $15,000 | spouse | -8.0% | — |
| E | BUY | 23 Jan 2024 | CRM Salesforce, Inc. (CRM) |
$1,001 - $15,000 | spouse | -8.0% | — |
| E | SELL | 23 Jan 2024 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Jan 2024 | SBUX Starbucks Corporation (SBUX) |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 23 Jan 2024 | SYY Sysco Corporation (SYY) |
$1,001 - $15,000 | spouse | -32.5% | — |
| E | BUY | 23 Jan 2024 | SYY Sysco Corporation (SYY) |
$1,001 - $15,000 | spouse | -32.5% | — |
| E | BUY | 23 Jan 2024 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | spouse | +7.4% | — |
| E | BUY | 23 Jan 2024 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | spouse | +7.4% | — |
| E | BUY | 23 Jan 2024 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | spouse | +7.4% | — |
| E | SELL | 23 Jan 2024 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 23 Jan 2024 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | spouse | +59.6% | — |
| E | BUY | 23 Jan 2024 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | spouse | +59.6% | — |
| — | SELL | 16 Jan 2024 | None Echo Street GoodCo Select, LP |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 16 Jan 2024 | None Echo Street GoodCo Select, LP |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 08 Jan 2024 | None SB Venture Select Fund LP |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 08 Jan 2024 | None Seven Bridges Energy Opportunities |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 08 Jan 2024 | None Seven Bridges Private Equity Oppor |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 05 Jan 2024 | None Echo Street GoodCo Select, LP |
$500,001 - $1,000,000 | spouse | — | — |
| — | SELL | 05 Jan 2024 | None Echo Street GoodCo Select, LP |
$500,001 - $1,000,000 | spouse | — | — |
| — | BUY | 01 Jan 2024 | None J. Goldman, L.P. |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 01 Jan 2024 | None J. Goldman, L.P. |
$500,001 - $1,000,000 | self | — | — |
| — | SELL | 31 Dec 2023 | None Seven Bridges Multi-Strategy Fund |
Spouse/DC Over $1,000,000 | spouse | — | — |
| — | SELL | 31 Dec 2023 | None Seven Bridges Multi-Strategy Fund |
$100,001 - $250,000 | spouse | — | — |
| — | SELL | 31 Dec 2023 | None Seven Bridges Multi-Strategy Fund |
$500,001 - $1,000,000 | self | — | — |
| E | SELL | 12 Dec 2023 | CFG Citizens Financial Group, Inc. (CF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | CFG Citizens Financial Group, Inc. (CF |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | CFG Citizens Financial Group, Inc. (CF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | EL Estee Lauder Companies, Inc. (EL) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | MDT Medtronic plc. Ordinary Shares (MD |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | PYPL PayPal Holdings, Inc. (PYPL) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | PFE Pfizer, Inc. (PFE) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | DIS Walt Disney Company (DIS) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Dec 2023 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 01 Nov 2023 | None Seven Bridges Long/Short Equity Fu |
$100,001 - $250,000 | spouse | — | — |
| — | SELL | 01 Nov 2023 | None Seven Bridges Long/Short Equity Fu |
$250,001 - $500,000 | spouse | — | — |
| — | SELL | 01 Nov 2023 | None Seven Bridges Long/Short Equity Fu |
$500,001 - $1,000,000 | self | — | — |
| — | BUY | 01 Nov 2023 | None Seven Bridges Multi-Strategy Fund |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 31 Aug 2023 | None Seven Bridges Multi-Strategy Fund |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 28 Apr 2023 | ABT Abbott Laboratories (ABT) |
$1,001 - $15,000 | self | -32.1% | — |
| E | SELL | 28 Apr 2023 | ABBV AbbVie Inc. (ABBV) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 28 Apr 2023 | ABBV AbbVie Inc. (ABBV) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 28 Apr 2023 | ABBV AbbVie Inc. (ABBV) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 28 Apr 2023 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | -22.2% | — |
| E | BUY | 28 Apr 2023 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | -22.2% | — |
| E | SELL | 28 Apr 2023 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 28 Apr 2023 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 28 Apr 2023 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 28 Apr 2023 | AMGN Amgen Inc. (AMGN) |
$1,001 - $15,000 | self | +15.6% | — |
| E | BUY | 28 Apr 2023 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | self | -38.9% | — |
| E | BUY | 28 Apr 2023 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | -17.6% | — |
| E | BUY | 28 Apr 2023 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | self | -17.6% | — |
| E | BUY | 28 Apr 2023 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | -17.6% | — |
| E | SELL | 28 Apr 2023 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Apr 2023 | CNC Centene Corporation (CNC) |
$1,001 - $15,000 | self | -8.8% | — |
| E | BUY | 28 Apr 2023 | CNC Centene Corporation (CNC) |
$1,001 - $15,000 | spouse | -8.8% | — |
| E | SELL | 28 Apr 2023 | CB Chubb Limited (CB) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Apr 2023 | CFG Citizens Financial Group, Inc. (CF |
$1,001 - $15,000 | spouse | +17.1% | — |
| E | BUY | 28 Apr 2023 | CFG Citizens Financial Group, Inc. (CF |
$1,001 - $15,000 | self | +17.1% | — |
| E | SELL | 28 Apr 2023 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 28 Apr 2023 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Apr 2023 | INTU Intuit Inc. (INTU) |
$1,001 - $15,000 | self | +20.7% | — |
| E | BUY | 28 Apr 2023 | INTU Intuit Inc. (INTU) |
$1,001 - $15,000 | spouse | +20.7% | — |
| E | SELL | 28 Apr 2023 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 28 Apr 2023 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Apr 2023 | LRCX Lam Research Corporation (LRCX) |
$1,001 - $15,000 | self | +37.8% | — |
| D | SELL | 28 Apr 2023 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 28 Apr 2023 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 28 Apr 2023 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 28 Apr 2023 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | self | -30.0% | — |
| E | BUY | 28 Apr 2023 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | spouse | -30.0% | — |
| E | SELL | 28 Apr 2023 | MU Micron Technology, Inc. (MU) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Apr 2023 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | +7.0% | — |
| E | BUY | 28 Apr 2023 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | +7.0% | — |
| E | BUY | 28 Apr 2023 | MSFT Microsoft Corporation (MSFT) |
$15,001 - $50,000 | self | +7.0% | — |
| E | SELL | 28 Apr 2023 | NKE Nike, Inc. (NKE) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 28 Apr 2023 | NKE Nike, Inc. (NKE) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Apr 2023 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | self | +180.0% | — |
| E | BUY | 28 Apr 2023 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | spouse | +180.0% | — |
| E | BUY | 28 Apr 2023 | PKG Packaging Corporation of America ( |
$1,001 - $15,000 | spouse | +16.7% | — |
| E | BUY | 28 Apr 2023 | PKG Packaging Corporation of America ( |
$1,001 - $15,000 | self | +16.7% | — |
| E | BUY | 28 Apr 2023 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | self | -23.6% | — |
| E | BUY | 28 Apr 2023 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | spouse | -23.6% | — |
| E | BUY | 28 Apr 2023 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | self | -47.0% | — |
| E | SELL | 28 Apr 2023 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Apr 2023 | QCOM QUALCOMM Incorporated (QCOM) |
$1,001 - $15,000 | self | +70.0% | — |
| E | BUY | 28 Apr 2023 | QCOM QUALCOMM Incorporated (QCOM) |
$1,001 - $15,000 | spouse | +70.0% | — |
| E | BUY | 28 Apr 2023 | QCOM QUALCOMM Incorporated (QCOM) |
$1,001 - $15,000 | spouse | +70.0% | — |
| E | SELL | 28 Apr 2023 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 28 Apr 2023 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 28 Apr 2023 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 28 Apr 2023 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 28 Apr 2023 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 28 Apr 2023 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 28 Apr 2023 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 28 Apr 2023 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 31 Mar 2023 | ECL Ecolab Inc. (ECL) |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 30 Dec 2022 | None Seven Bridges Long/Short Equity Fu |
Spouse/DC Over $1,000,000 | spouse | — | — |
| — | SELL | 30 Dec 2022 | None Seven Bridges Long/Short Equity Fu |
$100,001 - $250,000 | spouse | — | — |
| — | SELL | 30 Dec 2022 | None Seven Bridges Long/Short Equity Fu |
$500,001 - $1,000,000 | self | — | — |
| — | SELL | 30 Dec 2022 | None Seven Bridges Long/Short Equity Fu |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 30 Dec 2022 | None Seven Bridges Multi-Strategy Fund |
$250,001 - $500,000 | self | — | — |
| — | BUY | 30 Dec 2022 | None Seven Bridges Multi-Strategy Fund |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 30 Dec 2022 | None Seven Bridges Strategic Equity Fun |
$250,001 - $500,000 | self | — | — |
| — | BUY | 30 Dec 2022 | None Seven Bridges Strategic Equity Fun |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 01 Nov 2022 | None Echo Street GoodCo Select, LP |
$100,001 - $250,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | MMM 3M Company (MMM) |
$1,001 - $15,000 | spouse | -37.5% | — |
| E | BUY | 12 Oct 2022 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | -0.1% | — |
| E | SELL | 12 Oct 2022 | ADBE Adobe Inc. (ADBE) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | spouse | +26.9% | — |
| E | BUY | 12 Oct 2022 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | +33.5% | — |
| E | BUY | 12 Oct 2022 | AEE Ameren Corporation (AEE) |
$1,001 - $15,000 | spouse | -21.1% | — |
| E | BUY | 12 Oct 2022 | AEP American Electric Power Company, I |
$1,001 - $15,000 | spouse | -24.5% | — |
| E | SELL | 12 Oct 2022 | AMT American Tower Corporation (AMT) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | AMGN Amgen Inc. (AMGN) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | AMAT Applied Materials, Inc. (AMAT) |
$1,001 - $15,000 | spouse | +31.3% | — |
| E | SELL | 12 Oct 2022 | T AT&T Inc. (T) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | BAC Bank of America Corporation (BAC) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | BLK BlackRock, Inc. (BLK) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | BRCM Broadcom Corporation - Class A (BR |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | KO Coca-Cola Company (KO) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | spouse | +17.1% | — |
| E | SELL | 12 Oct 2022 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | EQIX Equinix, Inc. (EQIX) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | FDX FedEx Corporation (FDX) |
$1,001 - $15,000 | spouse | +37.7% | — |
| E | SELL | 12 Oct 2022 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | spouse | +24.3% | — |
| E | BUY | 12 Oct 2022 | INTU Intuit Inc. (INTU) |
$1,001 - $15,000 | spouse | +19.3% | — |
| E | SELL | 12 Oct 2022 | ISRG Intuitive Surgical, Inc. (ISRG) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | INVH Invitation Homes Inc. (INVH) |
$1,001 - $15,000 | spouse | -12.3% | — |
| E | BUY | 12 Oct 2022 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | -25.4% | — |
| E | BUY | 12 Oct 2022 | KMB Kimberly-Clark Corporation (KMB) |
$1,001 - $15,000 | spouse | -15.1% | — |
| E | SELL | 12 Oct 2022 | LRCX Lam Research Corporation (LRCX) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | +3.9% | — |
| E | SELL | 12 Oct 2022 | MCD McDonald's Corporation (MCD) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | spouse | -24.5% | — |
| E | SELL | 12 Oct 2022 | FB Meta Platforms, Inc. - Class A (FB |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | +40.5% | — |
| E | SELL | 12 Oct 2022 | NKE Nike, Inc. (NKE) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | spouse | +192.8% | — |
| E | SELL | 12 Oct 2022 | ORCL Oracle Corporation (ORCL) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | -47.7% | — |
| E | BUY | 12 Oct 2022 | PPL PPL Corporation (PPL) |
$1,001 - $15,000 | spouse | -18.5% | — |
| E | BUY | 12 Oct 2022 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | spouse | -3.2% | — |
| E | SELL | 12 Oct 2022 | QCOM QUALCOMM Incorporated (QCOM) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | RTN Raytheon Company (RTN) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | SPGI S&P Global Inc. (SPGI) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | CRM Salesforce, Inc. (CRM) |
$1,001 - $15,000 | spouse | +23.4% | — |
| E | BUY | 12 Oct 2022 | TSLA Tesla, Inc. (TSLA) |
$1,001 - $15,000 | spouse | +2.3% | — |
| E | BUY | 12 Oct 2022 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | spouse | -26.4% | — |
| E | BUY | 12 Oct 2022 | TMO Thermo Fisher Scientific Inc (TMO) |
$1,001 - $15,000 | spouse | -27.8% | — |
| E | SELL | 12 Oct 2022 | UPS United Parcel Service, Inc. (UPS) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Oct 2022 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | spouse | -13.7% | — |
| E | SELL | 12 Oct 2022 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Oct 2022 | WELL Welltower Inc. (WELL) |
$1,001 - $15,000 | spouse | +13.1% | — |
| — | BUY | 01 Oct 2022 | None Seven Bridges Multi-Strategy Fund |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 01 Oct 2022 | None Seven Bridges Multi-Strategy Fund |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 01 Oct 2022 | None Seven Bridges Multi-Strategy Fund |
$100,001 - $250,000 | self | — | — |
| — | BUY | 01 Oct 2022 | None Seven Bridges Multi-Strategy Fund |
$15,001 - $50,000 | self | — | — |
| E | BUY | 12 Sep 2022 | ABBV AbbVie Inc. (ABBV) |
$1,001 - $15,000 | spouse | -12.9% | — |
| E | SELL | 12 Sep 2022 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Sep 2022 | T AT&T Inc. (T) |
$1,001 - $15,000 | spouse | -18.5% | — |
| E | SELL | 12 Sep 2022 | AVGO Broadcom Inc. (AVGO) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Sep 2022 | CHTR Charter Communications, Inc. - Cla |
$1,001 - $15,000 | spouse | +22.7% | — |
| E | SELL | 12 Sep 2022 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Sep 2022 | ISRG Intuitive Surgical, Inc. (ISRG) |
$1,001 - $15,000 | spouse | +19.7% | — |
| E | SELL | 12 Sep 2022 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 12 Sep 2022 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | spouse | -6.4% | — |
| E | SELL | 12 Sep 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Sep 2022 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Sep 2022 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Sep 2022 | TSLA Tesla, Inc. (TSLA) |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 01 Sep 2022 | None Whale Rock Long Opportunities Fund |
$250,001 - $500,000 | spouse | — | — |
| E | BUY | 05 Aug 2022 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | spouse | +17.0% | — |
| E | BUY | 05 Aug 2022 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | +16.6% | — |
| E | BUY | 05 Aug 2022 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | -4.9% | — |
| E | BUY | 05 Aug 2022 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | -1.2% | — |
| E | SELL | 05 Aug 2022 | T AT&T Inc. (T) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 05 Aug 2022 | BAC Bank of America Corporation (BAC) |
$1,001 - $15,000 | spouse | -27.3% | — |
| E | BUY | 05 Aug 2022 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | spouse | +16.9% | — |
| E | BUY | 05 Aug 2022 | AVGO Broadcom Inc. (AVGO) |
$1,001 - $15,000 | spouse | +57.2% | — |
| D | BUY | 05 Aug 2022 | CVX Chevron Corporation (CVX) |
$1,001 - $15,000 | spouse | -7.7% | yes |
| E | BUY | 05 Aug 2022 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | spouse | -4.8% | — |
| D | BUY | 05 Aug 2022 | XOM Exxon Mobil Corporation (XOM) |
$1,001 - $15,000 | spouse | +10.2% | yes |
| E | BUY | 05 Aug 2022 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | spouse | +3.7% | — |
| E | BUY | 05 Aug 2022 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | -14.1% | — |
| E | SELL | 05 Aug 2022 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 05 Aug 2022 | META Meta Platforms, Inc. - Class A (ME |
$1,001 - $15,000 | spouse | +85.4% | — |
| E | BUY | 05 Aug 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | +18.4% | — |
| E | BUY | 05 Aug 2022 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | spouse | +222.4% | — |
| E | BUY | 05 Aug 2022 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | spouse | -5.5% | — |
| E | BUY | 05 Aug 2022 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | -38.2% | — |
| E | BUY | 05 Aug 2022 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | spouse | -1.6% | — |
| E | BUY | 05 Aug 2022 | TSLA Tesla, Inc. (TSLA) |
$1,001 - $15,000 | spouse | -24.2% | — |
| E | BUY | 05 Aug 2022 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | spouse | -19.4% | — |
| E | SELL | 03 Aug 2022 | MO Altria Group, Inc. (MO) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | AMCR Amcor plc Ordinary Shares (AMCR) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | AIG American International Group, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | AMP Ameriprise Financial, Inc. (AMP) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | AMGN Amgen Inc. (AMGN) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 03 Aug 2022 | APA APA Corporation (APA) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 03 Aug 2022 | T AT&T Inc. (T) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | AZO AutoZone, Inc. (AZO) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | BAC Bank of America Corporation (BAC) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | BBY Best Buy Co., Inc. (BBY) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | BIIB Biogen Inc. (BIIB) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | BXP Boston Properties, Inc. (BXP) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | BLDR Builders FirstSource, Inc. (BLDR) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | COF Capital One Financial Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | CAH Cardinal Health, Inc. (CAH) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | CE Celanese Corporation Celanese Corp |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | CHTR Charter Communications, Inc. - Cla |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | C Citigroup, Inc. (C) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | CMA Comerica Incorporated (CMA) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | CCK Crown Holdings, Inc. (CCK) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | DRI Darden Restaurants, Inc. (DRI) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 03 Aug 2022 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 03 Aug 2022 | DFS Discover Financial Services (DFS) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | DPZ Domino's Pizza Inc (DPZ) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | EMN Eastman Chemical Company (EMN) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | FICO Fair Isaac Corproation (FICO) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | IT Gartner, Inc. (IT) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | HCA HCA Healthcare, Inc. (HCA) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | HST Host Hotels (HST) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | HPQ HP Inc. (HPQ) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | IP International Paper Company (IP) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | KEY KeyCorp (KEY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 03 Aug 2022 | KMI Kinder Morgan, Inc. (KMI) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 03 Aug 2022 | LHX L3Harris Technologies, Inc. (LHX) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 03 Aug 2022 | LBTYK Liberty Global plc - Class C Ordin |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | L Loews Corporation (L) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | LOW Lowe's Companies, Inc. (LOW) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | LUMN Lumen Technologies, Inc. (LUMN) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | MRO Marathon Oil Corporation (MRO) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 03 Aug 2022 | MPC Marathon Petroleum Corporation (MP |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 03 Aug 2022 | MAS Masco Corporation (MAS) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | MCK McKesson Corporation (MCK) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | MET MetLife, Inc. (MET) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 03 Aug 2022 | NOC Northrop Grumman Corporation (NOC) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 03 Aug 2022 | NVR NVR, Inc. (NVR) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | ORCL Oracle Corporation (ORCL) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | PRU Prudential Financial, Inc. (PRU) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | PHM PulteGroup, Inc. (PHM) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | DGX Quest Diagnostics Incorporated (DG |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | REG Regency Centers Corporation (REG) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | SPG Simon Property Group, Inc. (SPG) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | SYF Synchrony Financial (SYF) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | UNP Union Pacific Corporation (UNP) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | WY Weyerhaeuser Company (WY) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Aug 2022 | WHR Whirlpool Corporation (WHR) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 Jul 2022 | ABT Abbott Laboratories (ABT) |
$1,001 - $15,000 | spouse | -10.2% | — |
| E | BUY | 27 Jul 2022 | ABT Abbott Laboratories (ABT) |
$1,001 - $15,000 | self | -10.2% | — |
| E | BUY | 27 Jul 2022 | ABT Abbott Laboratories (ABT) |
$1,001 - $15,000 | spouse | -10.2% | — |
| E | BUY | 27 Jul 2022 | ABBV AbbVie Inc. (ABBV) |
$1,001 - $15,000 | spouse | +5.8% | — |
| E | SELL | 27 Jul 2022 | ABBV AbbVie Inc. (ABBV) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 27 Jul 2022 | ABBV AbbVie Inc. (ABBV) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 27 Jul 2022 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | -8.2% | — |
| E | BUY | 27 Jul 2022 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | -8.2% | — |
| E | BUY | 27 Jul 2022 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | -8.2% | — |
| E | BUY | 27 Jul 2022 | APD Air Products and Chemicals, Inc. ( |
$1,001 - $15,000 | spouse | +3.7% | — |
| E | BUY | 27 Jul 2022 | APD Air Products and Chemicals, Inc. ( |
$1,001 - $15,000 | self | +3.7% | — |
| E | BUY | 27 Jul 2022 | APD Air Products and Chemicals, Inc. ( |
$1,001 - $15,000 | spouse | +3.7% | — |
| E | SELL | 27 Jul 2022 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 27 Jul 2022 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 27 Jul 2022 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | spouse | -0.3% | — |
| E | BUY | 27 Jul 2022 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | -0.5% | — |
| E | BUY | 27 Jul 2022 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | -0.5% | — |
| E | SELL | 27 Jul 2022 | AMGN Amgen Inc. (AMGN) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 27 Jul 2022 | AMGN Amgen Inc. (AMGN) |
$1,001 - $15,000 | spouse | +0.5% | — |
| E | SELL | 27 Jul 2022 | AMGN Amgen Inc. (AMGN) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 27 Jul 2022 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | spouse | +0.8% | — |
| E | SELL | 27 Jul 2022 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | self | — | — |
| E | SELL | 27 Jul 2022 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 27 Jul 2022 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | -1.9% | — |
| E | SELL | 27 Jul 2022 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 27 Jul 2022 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | spouse | +44.1% | — |
| E | BUY | 27 Jul 2022 | CNC Centene Corporation (CNC) |
$1,001 - $15,000 | spouse | -37.7% | — |
| E | SELL | 27 Jul 2022 | CNC Centene Corporation (CNC) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 27 Jul 2022 | CNC Centene Corporation (CNC) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 27 Jul 2022 | CB Chubb Limited (CB) |
$1,001 - $15,000 | spouse | -0.5% | — |
| E | BUY | 27 Jul 2022 | CFG Citizens Financial Group, Inc. (CF |
$1,001 - $15,000 | spouse | -24.3% | — |
| E | BUY | 27 Jul 2022 | CFG Citizens Financial Group, Inc. (CF |
$1,001 - $15,000 | self | -24.3% | — |
| E | BUY | 27 Jul 2022 | CFG Citizens Financial Group, Inc. (CF |
$1,001 - $15,000 | spouse | -24.3% | — |
| E | BUY | 27 Jul 2022 | CME CME Group Inc. - Class A (CME) |
$1,001 - $15,000 | spouse | +1.8% | — |
| E | BUY | 27 Jul 2022 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | spouse | -45.4% | — |
| E | SELL | 27 Jul 2022 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 27 Jul 2022 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 27 Jul 2022 | EXPD Expeditors International of Washin |
$1,001 - $15,000 | spouse | +2.5% | — |
| E | BUY | 27 Jul 2022 | GIS General Mills, Inc. (GIS) |
$1,001 - $15,000 | spouse | -11.0% | — |
| E | SELL | 27 Jul 2022 | GIS General Mills, Inc. (GIS) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 27 Jul 2022 | GIS General Mills, Inc. (GIS) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 27 Jul 2022 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 27 Jul 2022 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | spouse | +1.3% | — |
| E | BUY | 27 Jul 2022 | INTU Intuit Inc. (INTU) |
$1,001 - $15,000 | spouse | -4.0% | — |
| E | BUY | 27 Jul 2022 | INTU Intuit Inc. (INTU) |
$1,001 - $15,000 | self | -4.0% | — |
| E | BUY | 27 Jul 2022 | INTU Intuit Inc. (INTU) |
$1,001 - $15,000 | spouse | -4.0% | — |
| E | BUY | 27 Jul 2022 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | -1.0% | — |
| E | BUY | 27 Jul 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | +25.8% | — |
| E | BUY | 27 Jul 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | +25.8% | — |
| E | BUY | 27 Jul 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | self | +25.8% | — |
| E | BUY | 27 Jul 2022 | LRCX Lam Research Corporation (LRCX) |
$1,001 - $15,000 | self | +26.2% | — |
| E | BUY | 27 Jul 2022 | LRCX Lam Research Corporation (LRCX) |
$1,001 - $15,000 | spouse | +26.2% | — |
| E | BUY | 27 Jul 2022 | LRCX Lam Research Corporation (LRCX) |
$1,001 - $15,000 | spouse | +26.2% | — |
| D | BUY | 27 Jul 2022 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | spouse | +1.5% | yes |
| D | SELL | 27 Jul 2022 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 27 Jul 2022 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | self | -16.0% | — |
| E | BUY | 27 Jul 2022 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | spouse | -16.0% | — |
| E | BUY | 27 Jul 2022 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | spouse | -16.0% | — |
| E | BUY | 27 Jul 2022 | MU Micron Technology, Inc. (MU) |
$1,001 - $15,000 | spouse | -2.4% | — |
| E | BUY | 27 Jul 2022 | MU Micron Technology, Inc. (MU) |
$1,001 - $15,000 | self | -2.4% | — |
| E | BUY | 27 Jul 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | self | +4.4% | — |
| E | BUY | 27 Jul 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | +4.4% | — |
| E | BUY | 27 Jul 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | +4.4% | — |
| E | BUY | 27 Jul 2022 | MSFT Microsoft Corporation (MSFT) |
$15,001 - $50,000 | spouse | +4.4% | — |
| E | BUY | 27 Jul 2022 | NKE Nike, Inc. (NKE) |
$1,001 - $15,000 | spouse | -11.8% | — |
Click any row for the full trade breakdown.