All transactions79
Purchases19
Sales60
PerformanceAverage return based on each purchase date+14.59%
Latest filing08/05/26
79 records
DateAssetTypeReported valueAt tradeLatestReturnFiling
Dec 17, 2025Apple Inc$AAPLSale$50,001 - $100,000$271.10$341.27+25.88%Aug 5, 2026 ↗
Dec 17, 2025Alphabet Inc$GOOGLSale$1,001 - $15,000$296.14$353.78+19.46%Aug 5, 2026 ↗
Dec 17, 2025The Health Care Select Sector SPDR Fund$XLVPurchase$15,001 - $50,000$151.26$169.66+12.16%Aug 5, 2026 ↗
Dec 17, 2025The Consumer Staples Select Sector SPDR Fund$XLPPurchase$15,001 - $50,000$77.52$84.19+8.60%Aug 5, 2026 ↗
Oct 7, 2025Microsoft Corp$MSFTSale$15,001 - $50,000$519.70$543.45+4.57%Aug 5, 2026 ↗
Oct 7, 2025Owens Corning$OCSale$15,001 - $50,000$130.07$112.79-13.29%Aug 5, 2026 ↗
Apr 15, 2025Constellation Brands Inc$STZSale$15,001 - $50,000$176.63$127.06-28.06%Aug 5, 2026 ↗
Apr 15, 2025PayPal Holdings Inc$PYPLSale$15,001 - $50,000$61.32$56.17-8.40%Aug 5, 2026 ↗
Apr 15, 2025Archer-Daniels-Midland Co$ADMSale$15,001 - $50,000$43.93$83.20+89.39%Aug 5, 2026 ↗
Apr 15, 2025JPMorgan Chase & Co$JPMSale$15,001 - $50,000$226.53$331.43+46.31%Aug 5, 2026 ↗
Apr 15, 2025CSX Corp$CSXSale$15,001 - $50,000$27.32$47.76+74.82%Aug 5, 2026 ↗
Apr 15, 2025The Goldman Sachs Group Inc$GSSale$15,001 - $50,000$492.98$891.91+80.92%Aug 5, 2026 ↗
Apr 15, 2025Bristol-Myers Squibb Co$BMYSale$1,001 - $15,000$46.59$56.67+21.64%Aug 5, 2026 ↗
Apr 15, 2025Duke Energy Corp$DUKSale$15,001 - $50,000$114.37$118.19+3.34%Aug 5, 2026 ↗
Apr 15, 2025Microsoft Corp$MSFTSale$15,001 - $50,000$381.25$543.45+42.54%Aug 5, 2026 ↗
Apr 15, 2025Mastercard Inc$MASale$15,001 - $50,000$512.70$604.80+17.96%Aug 5, 2026 ↗
Apr 15, 2025Amgen Inc$AMGNSale$15,001 - $50,000$282.52$412.84+46.13%Aug 5, 2026 ↗
Apr 15, 2025QUALCOMM Inc$QCOMSale$15,001 - $50,000$134.20$176.86+31.79%Aug 5, 2026 ↗
Jan 10, 2025Apple Inc$AAPLSale$15,001 - $50,000$235.14$341.27+45.13%Aug 5, 2026 ↗
Jan 10, 2025Texas Instruments Inc$TXNSale$15,001 - $50,000$181.12$287.85+58.93%Aug 5, 2026 ↗
Oct 29, 2024Nestle SA, Cham Und Vevey$NSRGYSale$15,001 - $50,000——UnavailableAug 5, 2026 ↗
Oct 29, 2024Microsoft Corp$MSFTSale$15,001 - $50,000$425.23$543.45+27.80%Aug 5, 2026 ↗
Oct 29, 2024Honeywell International Inc$HONSale$15,001 - $50,000$195.46$207.29+6.05%Aug 5, 2026 ↗
Oct 29, 2024Otis Worldwide Corp$OTISSale$1,001 - $15,000$97.56$67.68-30.63%Aug 5, 2026 ↗
Oct 29, 2024Johnson & Johnson$JNJSale$15,001 - $50,000$151.66$248.61+63.93%Aug 5, 2026 ↗