All transactions30
Purchases2
Sales28
PerformanceAverage return based on each purchase date-27.34%
Latest filing10/01/26
30 records
DateAssetTypeReported valueAt tradeLatestReturnFiling
Sep 4, 2026Visa Inc$VSale$1,001 - $15,000$375.07$396.06+5.60%Oct 1, 2026 ↗
Sep 4, 2026Visa Inc$VSale$1,001 - $15,000$375.07$396.06+5.60%Oct 1, 2026 ↗
Sep 4, 2026JP Morgan Chase & Co. Common Stock$JPMSale (Partial)$15,001 - $50,000$356.86$331.43-7.13%Oct 1, 2026 ↗
Sep 4, 2026Analog Devices Inc$ADISale$1,001 - $15,000$362.25$414.70+14.48%Oct 1, 2026 ↗
Sep 4, 2026Analog Devices, Inc. - Common Stock$ADISale (Partial)$1,001 - $15,000$362.25$414.70+14.48%Oct 1, 2026 ↗
Sep 4, 2026Visa Inc.$VSale (Partial)$1,001 - $15,000$375.07$396.06+5.60%Oct 1, 2026 ↗
Sep 4, 2026JP Morgan Chase & Co. Common Stock$JPMSale (Partial)$15,001 - $50,000$356.86$331.43-7.13%Oct 1, 2026 ↗
Sep 4, 2026JPMorgan Chase & Co$JPMSale$15,001 - $50,000$356.86$331.43-7.13%Oct 1, 2026 ↗
Sep 4, 2026Visa Inc.$VSale (Partial)$1,001 - $15,000$375.07$396.06+5.60%Oct 1, 2026 ↗
Sep 4, 2026JPMorgan Chase & Co$JPMSale$15,001 - $50,000$356.86$331.43-7.13%Oct 1, 2026 ↗
Sep 4, 2026Analog Devices, Inc. - Common Stock-Sale (Partial)$1,001 - $15,000——UnavailableSep 30, 2026 ↗
Sep 4, 2026JP Morgan Chase & Co. Common Stock$JPMSale (Partial)$15,001 - $50,000$356.86$331.43-7.13%Sep 30, 2026 ↗
Sep 4, 2026JP Morgan Chase & Co. Common Stock-Sale (Partial)$15,001 - $50,000——UnavailableSep 30, 2026 ↗
Sep 4, 2026JP Morgan Chase & Co. Common Stock$JPMSale (Partial)$15,001 - $50,000$356.86$331.43-7.13%Sep 30, 2026 ↗
Sep 4, 2026Visa Inc.$VSale (Partial)$1,001 - $15,000$375.07$396.06+5.60%Sep 30, 2026 ↗
Sep 4, 2026Analog Devices, Inc. - Common Stock$ADISale (Partial)$1,001 - $15,000$362.25$414.70+14.48%Sep 30, 2026 ↗
Sep 4, 2026JP Morgan Chase & Co. Common Stock-Sale (Partial)$15,001 - $50,000——UnavailableSep 30, 2026 ↗
Sep 4, 2026Visa Inc.$VSale (Partial)$1,001 - $15,000$375.07$396.06+5.60%Sep 30, 2026 ↗
Aug 13, 2026NVIDIA Corporation$NVDASale$1,001 - $15,000$225.05$228.52+1.54%Sep 2, 2026 ↗
Aug 13, 2026NVIDIA Corporation$NVDASale$15,001 - $50,000$225.05$228.52+1.54%Sep 2, 2026 ↗
Aug 13, 2026Lam Research Corp$LRCXSale$1,001 - $15,000$336.65$301.11-10.56%Sep 2, 2026 ↗
Aug 12, 2026Amgen Inc$AMGNSale$1,001 - $15,000$413.76$412.84-0.22%Sep 2, 2026 ↗
Aug 6, 2026SANDOZ GROUP AG$SDZNYSale$1,001 - $15,000——UnavailableSep 2, 2026 ↗
Jul 20, 2026Lowe's Cos Inc$LOWSale$1,001 - $15,000$203.45$188.74-7.23%Aug 3, 2026 ↗
Jun 30, 2026NVIDIA Corporation$NVDASale$15,001 - $50,000$199.87$228.52+14.33%Jul 8, 2026 ↗