Josh Gottheimer
| Date | Stock | Action | Amount | Return | vs SPY | Alpha |
|---|---|---|---|---|---|---|
| 2026-08-14 | MSFT Microsoft Corporation | BUY | $250,001 - $500,000 Large | — | — | — |
| 2026-08-14 | MSFT Microsoft Corporation | BUY | $500,001 - $1,000,000 Major | — | — | — |
| 2026-08-14 | MSFT Microsoft Corporation | SELL | $250,001 - $500,000 Large | — | — | — |
| 2026-08-14 | MSFT Microsoft Corporation | SELL | $500,001 - $1,000,000 Major | — | — | — |
| 2026-08-06 | AMAT Applied Materials, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-08-06 | Republic Services, Inc. Common | BUY | $1,001 - $15,000 | — | — | — |
| 2026-08-06 | QSR Restaurant Brands International Inc. Common Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2026-07-24 | Alphabet Inc. - Depositary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2026-07-23 | Alphabet Inc. - Depositary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2026-07-23 | CCI Crown Castle Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-07-20 | NICE Ltd - American Depositary | BUY | $1,001 - $15,000 | — | — | — |
| 2026-07-20 | SAIL SailPoint Technologies Holdings, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-07-17 | GTLS Chart Industries, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2026-07-17 | MNST Monster Beverage Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2026-07-16 | International Business Machines | SELL | $1,001 - $15,000 | — | — | — |
| 2026-07-16 | PANW Palo Alto Networks, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-07-15 | CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2026-07-15 | International Business Machines | SELL | $1,001 - $15,000 | — | — | — |
| 2026-07-14 | FN Fabrinet Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2026-06-17 | NTDOY Nintendo Co Ltd ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2026-06-10 | INSM Insmed Incorporated | SELL | $1,001 - $15,000 | — | — | — |
| 2026-06-01 | ADC Agree Realty Corporation Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-06-01 | Alibaba Group Holding Limited | SELL | $1,001 - $15,000 | — | — | — |
| 2026-06-01 | BKNG Booking Holdings Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2026-06-01 | NSRGY NESTLE S.A S/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2026-06-01 | NVZMY NOVONESIS B UNSP/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2026-05-27 | ABT Abbott Laboratories Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-05-22 | INTU Intuit Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2026-05-22 | LITE Lumentum Holdings Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-05-21 | MU Micron Technology, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-05-19 | ADI Analog Devices, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-05-19 | MSFT Microsoft Corporation | SELL | $250,001 - $500,000 Large | — | — | — |
| 2026-05-19 | MSFT Microsoft Corporation | SELL | $500,001 - $1,000,000 Major | — | — | — |
| 2026-05-19 | MSFT Microsoft Corporation | BUY | $250,001 - $500,000 Large | — | — | — |
| 2026-05-19 | MSFT Microsoft Corporation | BUY | $500,001 - $1,000,000 Major | — | — | — |
| 2026-05-15 | TPH Tri Pointe Homes, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-05-14 | NSRGY NESTLE S.A S/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2026-05-14 | PANW Palo Alto Networks, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-05-07 | SNDK Sandisk Corporation When-Issued | BUY | $1,001 - $15,000 | — | — | — |
| 2026-05-05 | ABBV AbbVie Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-05-05 | AMD Advanced Micro Devices, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-05-05 | NSRGY NESTLE S.A S/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2026-05-04 | BRK.B Berkshire Hathaway Inc. New Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2026-05-04 | TWLO Twilio Inc. Class A Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2026-05-01 | FN Fabrinet Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2026-04-28 | MMM 3M Company Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-04-27 | AMD Advanced Micro Devices, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-04-24 | International Business Machines | SELL | $1,001 - $15,000 | — | — | — |
| 2026-04-24 | NOW ServiceNow, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-04-23 | AMD Advanced Micro Devices, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-04-16 | GS Goldman Sachs Group, Inc. oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2026-04-15 | FCX Freeport-McMoRan, Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2026-04-13 | HDB HDFC Bank Limited Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2026-04-13 | Infineon Technologies AG (IFNNY) | BUY | $1,001 - $15,000 | — | — | — |
| 2026-04-13 | INTA Intapp, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-04-09 | ALLY Ally Financial Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2026-04-09 | T AT&T Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2026-04-09 | DRI Darden Restaurants, Inc. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-09 | DLTR Dollar Tree, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2026-04-09 | F Ford Motor Company Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-09 | GS Goldman Sachs Group, Inc. oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-09 | HD Home Depot, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-09 | MKTX MarketAxess Holdings, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2026-04-09 | MLM Martin Marietta Materials, Inc. Common Stock oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-09 | PFGC Performance Food Group Company Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-09 | SYF Synchrony Financial Common Stock oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-09 | TSCO Tractor Supply Company | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-09 | VLY Valley National Bancorp oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2026-04-06 | CBZ CBIZ, Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2026-04-06 | FWRG First Watch Restaurant Group, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-04-06 | NetEase, Inc. - American Depositary | BUY | $1,001 - $15,000 | — | — | — |
| 2026-03-25 | MSFT Microsoft Corporation | BUY | $50,001 - $100,000 | — | — | — |
| 2026-03-25 | MSFT Microsoft Corporation | BUY | $500,001 - $1,000,000 Major | — | — | — |
| 2026-03-24 | CCI Crown Castle Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-03-24 | XNGSY EEN ENERGY HLDGS UNSP/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2026-03-24 | FN Fabrinet Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2026-03-12 | ALC Alcon Inc. Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2026-03-12 | HDB HDFC Bank Limited Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2026-03-12 | IFNNY Infineon Technologies AG | SELL | $1,001 - $15,000 | — | — | — |
| 2026-03-12 | INTA Intapp, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2026-03-12 | LZB La-Z-Boy Incorporated Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-03-10 | Sea Limited American Depositary | BUY | $1,001 - $15,000 | — | — | — |
| 2026-03-06 | NOW ServiceNow, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2026-03-05 | APD Air Products and Chemicals, Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2026-03-05 | CBZ CBIZ, Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2026-03-05 | COLB Columbia Banking System, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2026-03-05 | FWRG First Watch Restaurant Group, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2026-03-05 | NetEase, Inc. - American Depositary | SELL | $1,001 - $15,000 | — | — | — |
| 2026-03-05 | PHR Phreesia, Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2026-02-27 | IFNNY Infineon Technologies AG | BUY | $1,001 - $15,000 | — | — | — |
| 2026-02-27 | PANW Palo Alto Networks, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2026-02-26 | FSS Federal Signal Corporation Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2026-02-20 | INTU Intuit Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2026-02-18 | CVNA Carvana Co. Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-02-18 | V Visa Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2026-02-05 | CMI Cummins Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2026-02-05 | GEV GE Vernova Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2026-02-05 | UNH UnitedHealth Group Incorporated Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2026-02-04 | NET Cloudflare, Inc. Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-02-04 | XOM Exxon Mobil Corporation Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2026-02-04 | FICO Fair Isaac Corporation Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2026-02-04 | MRK Merck & Company, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2026-02-03 | NVDA NVIDIA Corporation | BUY | $15,001 - $50,000 | +20.1% | +4.0% | +16.1% |
| 2026-02-02 | XOM Exxon Mobil Corporation Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2026-02-02 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2026-02-02 | MNST Monster Beverage Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2026-01-30 | NOW ServiceNow, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-01-30 | UBER Uber Technologies, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-01-27 | GILD Gilead Sciences, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-01-26 | ICE Intercontinental Exchange Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2026-01-26 | NSRGY NESTLE S.A S/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2026-01-26 | SNDR Schneider National, Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-12-17 | NOW ServiceNow, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-12-12 | LNG Cheniere Energy, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-12-11 | UBER Uber Technologies, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-12-09 | MSFT Microsoft Corporation | BUY | $50,001 - $100,000 | -13.5% | +5.3% | -18.8% |
| 2025-12-08 | APD Air Products and Chemicals, Inc. Common Stock oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2025-12-08 | UTZ Utz Brands Inc Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-12-05 | CVLT Commvault Systems, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-12-05 | MTHRY M3 INC UNSP/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2025-12-05 | Sea Limited American Depositary | SELL | $1,001 - $15,000 | — | — | — |
| 2025-12-05 | SSMXY SYSMEX CORP UNSP/ASDR | SELL | $1,001 - $15,000 | — | — | — |
| 2025-11-21 | DASTY DASSAULT SYSTEMES SA ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2025-11-19 | BHP BHP Group Limited American Depositary Shares oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-11-19 | EW Edwards Lifesciences Corporation Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-11-19 | Fidelity National Information | SELL | $15,001 - $50,000 | — | — | — |
| 2025-11-19 | HD Home Depot, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-11-19 | HUBS HubSpot, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-11-19 | KKR KKR & Co. Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-11-18 | TSLA Tesla Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2025-11-17 | CSW CSW Industrials, Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2025-10-20 | MMM 3M Company Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-10-17 | NetEase, Inc. - American Depositary | BUY | $1,001 - $15,000 | — | — | — |
| 2025-10-16 | ICE Intercontinental Exchange Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-09-30 | MTHRY M3 INC UNSP/ADR | BUY | $1,001 - $15,000 | — | — | — |
| 2025-09-23 | CVLT Commvault Systems, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-09-23 | BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-09-22 | DEO Diageo plc Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-09-22 | IRT Independence Realty Trust, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-09-22 | NTRA Natera, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-09-22 | SSMXY SYSMEX CORP UNSP/ASDR | BUY | $1,001 - $15,000 | — | — | — |
| 2025-09-22 | TNDM Tandem Diabetes Care, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-09-11 | TTD The Trade Desk, Inc. - Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-09-03 | ISRG Intuitive Surgical, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-08-22 | NTRA Natera, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-08-21 | SSMXY SYSMEX CORP UNSP/ASDR | SELL | $1,001 - $15,000 | — | — | — |
| 2025-08-12 | International Business Machines | SELL | $1,001 - $15,000 | — | — | — |
| 2025-08-12 | V Visa Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-08-01 | V Visa Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-07-28 | WMT Walmart Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-07-25 | International Business Machines | SELL | $1,001 - $15,000 | — | — | — |
| 2025-07-22 | NTRA Natera, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-07-18 | ABT Abbott Laboratories Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-07-16 | IRT Independence Realty Trust, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-07-14 | V Visa Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-07-11 | GOOGL Alphabet Inc. | BUY | $50,001 - $100,000 | +94.9% | +15.7% | +79.2% |
| 2025-07-02 | SWTX SpringWorks Therapeutics, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-26 | V Visa Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-25 | AVGO Broadcom Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-06-25 | V Visa Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-24 | COP ConocoPhillips Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-24 | NVDA NVIDIA Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2025-06-24 | V Visa Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-20 | CVNA Carvana Co. Class A Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-06-20 | NET Cloudflare, Inc. Class A Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-06-20 | MCD McDonald's Corporation Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-20 | V Visa Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-16 | INSM Insmed Incorporated | BUY | $1,001 - $15,000 | — | — | — |
| 2025-06-13 | CB Chubb Limited Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2025-06-05 | TSLA Tesla, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-04 | CRM Salesforce, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-04 | UNP Union Pacific Corporation Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-03 | AKAM Akamai Technologies, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-03 | Fidelity National Information | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-03 | PFE Pfizer, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-05-29 | TSLA Tesla, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-28 | APP Applovin Corporation - Class A Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-28 | GLW Corning Incorporated Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-28 | UPS United Parcel Service, Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-05-27 | TSLA Tesla, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-23 | Sea Limited American Depositary | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-23 | ZTO ZTO Express oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-05-22 | ABBV AbbVie Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-22 | ASML ASML Holding N.V. - New York Registry Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-22 | GLW Corning Incorporated Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-22 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-22 | CRM Salesforce, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-22 | TEL TE Connectivity plc Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-21 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-16 | TSLA Tesla, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-15 | TSLA Tesla, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-15 | UBER Uber Technologies, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-14 | CLPBY COLOPLAST AS SP/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2025-05-14 | FI Fiserv, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-05-14 | GILD Gilead Sciences, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-05-14 | UNICY UNICHARM CORP S/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2025-05-13 | LLY Eli Lilly and Company Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-05-08 | GOOG Alphabet Inc. - Class C Capital Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-05-01 | LLY Eli Lilly and Company Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-04-23 | RTX RTX Corporation Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2025-04-22 | LNG Cheniere Energy, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-04-21 | DHI D.R. Horton, Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2025-04-21 | HD Home Depot, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-04-21 | KKR KKR & Co. Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-21 | TLK PT Telekomunikasi Indonesia, Tbk | BUY | $1,001 - $15,000 | — | — | — |
| 2025-04-21 | TTNDY TECHTRONIC INDUS LTD ADR | BUY | $1,001 - $15,000 | — | — | — |
| 2025-04-21 | TPH Tri Pointe Homes, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | ABBV AbbVie Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | AEIS Advanced Energy Industries, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | ASML ASML Holding N.V. - New York Registry Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | CDRE Cadre Holdings, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | GLW Corning Incorporated Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2025-04-17 | EPAC Enerpac Tool Group Corp. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | HLMN Hillman Solutions Corp. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | PAR PAR Technology Corporation Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | CRM Salesforce, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | SBUX Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | TEL TE Connectivity plc Ordinary Shares | SELL | $15,001 - $50,000 | — | — | — |
| 2025-04-17 | THR Thermon Group Holdings, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | TWLO Twilio Inc. Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | USPH U.S. Physical Therapy, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-17 | UNP Union Pacific Corporation Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-16 | APP Applovin Corporation - Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-14 | APP Applovin Corporation - Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-14 | BX Blackstone Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-14 | KKR KKR & Co. Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-11 | SMNNY SHIMANO INC UNSP/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | ADC Agree Realty Corporation Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | APD Air Products and Chemicals, Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | ALIZY ALLIANZ SE UNSP/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | GOOG Alphabet Inc. - Class C Capital Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | ABCB Ameris Bancorp oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | APPF AppFolio, Inc. - Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | ABG Asbury Automotive Group Inc Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | ATLKY ATLAS COPCO AB A S/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | BCPC Balchem Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | BRK.B Berkshire Hathaway Inc. New Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | BHP BHP Group Limited American Depositary Shares oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | BLK BlackRock, Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | CATY Cathay General Bancorp oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | CBZ CBIZ, Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | Central Garden & Pet Company | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | SKY Champion Homes, Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | CVX Chevron Corporation Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | CHGCY CHUGAI PHARM UNSP/ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | CINF Cincinnati Financial Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | CSCO Cisco Systems, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | KO Coca-Cola Company | SELL | $1,001 - $15,000 | — | — | — |
| 2025-04-09 | GLW Corning Incorporated Common Stock | SELL | $1,001 - $15,000 | — | — | — |
← swipe the chart to see the whole period
CBZ moved +51.2% while the S&P did +30.4%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
VRSK moved -9.9% while the S&P did -7.2%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
PANW moved -5.7% while the S&P did +9.7%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
JBL moved -25.5% while the S&P did +24.6%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
What this is not: a profit.
The STOCK Act discloses an amount band, never a share count. A member who
bought in the $50,001–$100,000 band and sold in the $15,001–$50,000 band
might have trimmed the position or might have watched it fall — nothing in the
filing tells the two apart. So every figure here is the movement in the share
price between two disclosed dates, next to what the S&P 500 did over exactly
those days.
Only completed positions appear — one purchase, one sale, in
that order. A stock bought twice, or sold before any purchase we hold, has no
single cost basis we can honestly describe and is left out. Prices are
adjusted closes, which account for splits and dividends; that is what makes
the comparison with the index like for like, and it is why a price shown here
can differ from what the stock traded at on the day.
A flagged trade means this member traded a company in a sector one of their committees oversees. It is drawn from public committee rosters and public disclosures, and it is not an allegation of wrongdoing — trading in an overseen sector is legal, and members do not necessarily direct their own trades.