21 purchases · 35 sales · 56 total

Purchases

21 trades
DateSymbolAmountAsset
2026-08-31 N/A $250,001 - $500,000 US TREASURY BILL27U S T BILL DUE 02/25/27 JT Filing ↗ OCR
2026-08-14 N/A $15,001 - $50,000 SALESFORCE INC JT Filing ↗ OCR
2026-08-14 N/A $15,001 - $50,000 SERVICENOW INC JT Filing ↗ OCR
2026-08-14 N/A $15,001 - $50,000 HUBSPOT INC JT Filing ↗ OCR
2026-07-22 N/A $50,001 - $100,000 SCHWAB SHORT TERM U S TREASURY ETF JT Filing ↗ OCR
2026-07-14 N/A $15,001 - $50,000 UPSTART HLDGS INC JT Filing ↗ OCR
2026-06-09 N/A $50,001 - $100,000 ADOBE INC JT Filing ↗ OCR
2026-06-09 N/A $15,001 - $50,000 SALESFORCE INC JT Filing ↗ OCR
2026-06-09 N/A $15,001 - $50,000 THE TRADE DESK INC CLASS A JT Filing ↗ OCR
2026-06-09 N/A $15,001 - $50,000 HUBSPOT INC JT Filing ↗ OCR
2026-06-09 N/A $15,001 - $50,000 SERVICENOW INC JT Filing ↗ OCR
2026-04-30 N/A $1,001 - $15,000 Federated Hermes High Yield Bond Fund JT Filing ↗ OCR
2026-02-19 N/A $50,001 - $100,000 Visa Inc Class A JT Filing ↗ OCR
2026-02-19 N/A $15,001 - $50,000 Labcorp Holdings Inc JT Filing ↗ OCR
2026-02-19 N/A $50,001 - $100,000 Charles Schwab Corp JT Filing ↗ OCR
2026-02-19 N/A $15,001 - $50,000 Micron Technology Inc JT Filing ↗ OCR
2026-02-13 N/A $500,001 - $1,000,000 US Treasury Bill26U S T Bill Due 5/14/26 JT Filing ↗ OCR
2026-02-04 N/A $15,001 - $50,000 ServiceNow Inc JT Filing ↗ OCR
2026-02-03 N/A $50,001 - $100,000 Hims & Hers Health Inc JT Filing ↗ OCR
2026-02-03 N/A $15,001 - $50,000 Hubspot Inc JT Filing ↗ OCR
2026-02-03 N/A $50,001 - $100,000 The Trade Desk Inc Class A JT Filing ↗ OCR

Sales

35 trades
DateSymbolAmountAsset
2026-08-15 N/A $250,001 - $500,000 US TREASUR NT 1 5 / 08XXX**MATURED JT Filing ↗ OCR
2026-08-14 N/A $50,001 - $100,000 SCHWAB SHORT TERM U S TREASURY ETF JT Filing ↗ OCR
2026-08-14 N/A $15,001 - $50,000 THE TRADE DESK INC CLASS A JT Filing ↗ OCR
2026-08-14 N/A $15,001 - $50,000 UPSTART HLDGS INC JT Filing ↗ OCR
2026-07-14 N/A $1,001 - $15,000 ADOBE INC JT Filing ↗ OCR
2026-07-14 N/A $15,001 - $50,000 SALESFORCE INC JT Filing ↗ OCR
2026-07-14 N/A $15,001 - $50,000 HUBSPOT INC JT Filing ↗ OCR
2026-07-14 N/A $15,001 - $50,000 THE TRADE DESK INC CLASS A JT Filing ↗ OCR
2026-07-14 N/A $15,001 - $50,000 SERVICENOW INC JT Filing ↗ OCR
2026-06-09 N/A $15,001 - $50,000 UPSTART HLDGS INC JT Filing ↗ OCR
2026-06-03 N/A $100,001 - $250,000 ADVANCED MICRO DEVICES INC JT Filing ↗ OCR
2026-04-01 N/A $100,001 - $250,000 US TREASURY BILL 26U S TBILL Due 5/14/26 JT Filing ↗ OCR
2026-02-19 N/A $15,001 - $50,000 Fortinet Inc JT Filing ↗ OCR
2026-02-19 N/A $15,001 - $50,000 Broadcom Inc JT Filing ↗ OCR
2026-02-19 N/A $50,001 - $100,000 Western Alliance Bancorp JT Filing ↗ OCR
2026-02-17 N/A $15,001 - $50,000 Salesforce Inc JT Filing ↗ OCR
2026-02-12 N/A $50,001 - $100,000 Lam Resh Corp JT Filing ↗ OCR
2026-02-12 N/A $100,001 - $250,000 Arista Networks Inc JT Filing ↗ OCR
2026-02-12 N/A $15,001 - $50,000 Paycom Software Inc JT Filing ↗ OCR
2026-02-12 N/A $50,001 - $100,000 Block Inc Class A JT Filing ↗ OCR
2026-02-11 N/A $50,001 - $100,000 Take-Two Interactive JT Filing ↗ OCR
2026-02-11 N/A $50,001 - $100,000 Block Inc A Class JT Filing ↗ OCR
2026-02-09 N/A $50,001 - $100,000 Western Alliance Bancorp JT Filing ↗ OCR
2026-02-09 N/A $50,001 - $100,000 Lam Resh Corp JT Filing ↗ OCR
2026-02-03 N/A $15,001 - $50,000 Take-Two Interactive JT Filing ↗ OCR
2026-02-03 N/A $15,001 - $50,000 Arista Networks Inc JT Filing ↗ OCR
2026-02-03 N/A $50,001 - $100,000 Lam Resh Corp JT Filing ↗ OCR
2026-02-03 N/A $15,001 - $50,000 Ulta Beauty Inc JT Filing ↗ OCR
2025-12-17 N/A $15,001 - $50,000 RH JT Filing ↗ OCR
2025-12-17 N/A $1,001 - $15,000 Chipotle Mexican Grill JT Filing ↗ OCR
2025-12-17 N/A $50,001 - $100,000 Adobe Inc JT Filing ↗ OCR
2025-12-17 N/A $15,001 - $50,000 Paycom Software Inc JT Filing ↗ OCR
2025-12-17 N/A $100,001 - $250,000 Hims & Hers Health Inc JT Filing ↗ OCR
2025-12-17 N/A $100,001 - $250,000 Trade Desk Inc JT Filing ↗ OCR
2025-12-08 N/A $1,000,001 - $5,000,000 US Treasury Bill26U S T Bill Due 1/22/26 JT Filing ↗ OCR