- Date
- Sep 17, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $33.51
- Latest
- $30.35
- Return
- -9.43%
- Filing
- Oct 7, 2026 ↗
All transactions14
Purchases4
Sales10
PerformanceAverage return based on each purchase date+3.80%
Latest filing10/07/26
14 records
- Date
- Sep 17, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $24.77
- Latest
- $23.83
- Return
- -3.79%
- Filing
- Oct 7, 2026 ↗
- Date
- Sep 17, 2026
- Reported value
- $50,001 - $100,000
- At trade
- $138.47
- Latest
- $138.61
- Return
- +0.10%
- Filing
- Oct 7, 2026 ↗
- Date
- Sep 17, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $14.26
- Latest
- $12.17
- Return
- -14.66%
- Filing
- Oct 7, 2026 ↗
- Purchase
- Date
- Aug 14, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $124.00
- Latest
- $138.61
- Return
- +11.78%
- Filing
- Sep 7, 2026 ↗
- Date
- Aug 14, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $14.14
- Latest
- $12.17
- Return
- -13.93%
- Filing
- Sep 7, 2026 ↗
- Date
- Aug 14, 2026
- Reported value
- $50,001 - $100,000
- At trade
- $23.96
- Latest
- $23.87
- Return
- -0.38%
- Filing
- Sep 7, 2026 ↗
- Purchase
- Date
- Aug 14, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $224.14
- Latest
- $221.28
- Return
- -1.28%
- Filing
- Sep 7, 2026 ↗
- Date
- Jul 14, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $167.27
- Latest
- $238.01
- Return
- +42.29%
- Filing
- Aug 19, 2026 ↗
- Sale
- Date
- Jul 14, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $220.78
- Latest
- $236.28
- Return
- +7.02%
- Filing
- Aug 19, 2026 ↗
- Purchase
- Date
- Jul 14, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $31.72
- Latest
- $23.83
- Return
- -24.87%
- Filing
- Aug 19, 2026 ↗
- Purchase
- Date
- Jun 9, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $106.97
- Latest
- $138.61
- Return
- +29.58%
- Filing
- Aug 10, 2026 ↗
- Date
- Jun 9, 2026
- Reported value
- $100,001 - $250,000
- At trade
- $475.51
- Latest
- $605.53
- Return
- +27.34%
- Filing
- Aug 10, 2026 ↗
- Date
- Jun 9, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $31.06
- Latest
- $23.83
- Return
- -23.28%
- Filing
- Aug 10, 2026 ↗
| Date | Asset | Type | Reported value | At trade | Latest | Return | Filing |
|---|---|---|---|---|---|---|---|
| Sep 17, 2026 | Chipotle Mexican Grill Inc$CMG | Sale | $15,001 - $50,000 | $33.51 | $30.35 | -9.43% | Oct 7, 2026 ↗ |
| Sep 17, 2026 | UPSTART HOLDINGS INC$UPST | Sale | $15,001 - $50,000 | $24.77 | $23.83 | -3.79% | Oct 7, 2026 ↗ |
| Sep 17, 2026 | ServiceNow Inc$NOW | Sale | $50,001 - $100,000 | $138.47 | $138.61 | +0.10% | Oct 7, 2026 ↗ |
| Sep 17, 2026 | The Trade Desk Inc$TTD | Sale | $15,001 - $50,000 | $14.26 | $12.17 | -14.66% | Oct 7, 2026 ↗ |
| Aug 14, 2026 | ServiceNow Inc$NOW | Purchase | $15,001 - $50,000 | $124.00 | $138.61 | +11.78% | Sep 7, 2026 ↗ |
| Aug 14, 2026 | The Trade Desk Inc$TTD | Sale | $15,001 - $50,000 | $14.14 | $12.17 | -13.93% | Sep 7, 2026 ↗ |
| Aug 14, 2026 | SCHWAB SHORT-TERM US TRS ETF$SCHO | Sale | $50,001 - $100,000 | $23.96 | $23.87 | -0.38% | Sep 7, 2026 ↗ |
| Aug 14, 2026 | HubSpot Inc$HUBS | Purchase | $15,001 - $50,000 | $224.14 | $221.28 | -1.28% | Sep 7, 2026 ↗ |
| Jul 14, 2026 | salesforce.com Inc$CRM | Sale | $15,001 - $50,000 | $167.27 | $238.01 | +42.29% | Aug 19, 2026 ↗ |
| Jul 14, 2026 | Adobe Inc$ADBE | Sale | $1,001 - $15,000 | $220.78 | $236.28 | +7.02% | Aug 19, 2026 ↗ |
| Jul 14, 2026 | UPSTART HOLDINGS INC$UPST | Purchase | $15,001 - $50,000 | $31.72 | $23.83 | -24.87% | Aug 19, 2026 ↗ |
| Jun 9, 2026 | ServiceNow Inc$NOW | Purchase | $15,001 - $50,000 | $106.97 | $138.61 | +29.58% | Aug 10, 2026 ↗ |
| Jun 9, 2026 | Advanced Micro Devices Inc$AMD | Sale | $100,001 - $250,000 | $475.51 | $605.53 | +27.34% | Aug 10, 2026 ↗ |
| Jun 9, 2026 | UPSTART HOLDINGS INC$UPST | Sale | $15,001 - $50,000 | $31.06 | $23.83 | -23.28% | Aug 10, 2026 ↗ |