Monthly Stock Trading Volume
Total Stock Trades
33
Total Stock Volume
$614.0K
Recent Trades
Type | Transaction | Politician | Traded | Filed After | Price | Notes |
---|---|---|---|---|---|---|
Stocks | Sale $1,001 - $15,000 | Gilbert Ray Cisneros, Jr. | May 30, 2025 | 7 days | $474.76 -2.27% | |
Stocks | Purchase $1,001 - $15,000 | Robert P. Bresnahan, Jr. | May 15, 2025 | 25 days | $458.89 +1.1% | |
Stocks | Purchase $1,001 - $15,000 | Gilbert Ray Cisneros, Jr. | Apr 29, 2025 | 7 days | $475.93 -2.52% | |
Stocks | Purchase $15,001 - $50,000 | Jefferson Shreve | Apr 11, 2025 | 27 days | $469.62 -1.21% | Portfolio Rebalance |
Stocks | Purchase $1,001 - $15,000 | Jared Moskowitz | Apr 7, 2025 | 32 days | $426.51 +8.78% | |
Stocks | Sale $50,001 - $100,000 | George Whitesides | Mar 24, 2025 | 30 days | $430.31 +7.82% | |
Stocks | Purchase $1,001 - $15,000 | Carol D. Miller | Mar 10, 2025 | 32 days | $477.32 -2.8% | |
Stocks | Sale $1,001 - $15,000 | Robert Bresnahan | Feb 25, 2025 | 30 days | $441.84 +5.01% | |
Stocks | Purchase $1,001 - $15,000 | C. Scott Franklin | Feb 18, 2025 | 28 days | $425.97 +8.92% | Owner: SP, Subholding Of: Fidelity Roth IRA |
Stocks | Purchase $1,001 - $15,000 | C. Scott Franklin | Feb 18, 2025 | 28 days | $425.97 +8.92% | Subholding Of: Fidelity Roth IRA |
Stocks | Purchase $15,001 - $50,000 | C. Scott Franklin | Feb 18, 2025 | 28 days | $425.97 +8.92% | Subholding Of: Fidelity Traditional IRA |
Stocks | Sale $1,001 - $15,000 | Byron Donalds | Feb 13, 2025 | 40 days | $435.40 +6.56% | Owner: SP |
Stocks | Sale $1,001 - $15,000 | Byron Donalds | Feb 13, 2025 | 40 days | $435.40 +6.56% | |
Stocks | Purchase $1,001 - $15,000 | Jared Moskowitz | Nov 8, 2024 | 31 days | $552.45 -16.02% | |
Stocks | Purchase $1,001 - $15,000 | C. Scott Franklin | Aug 7, 2024 | 330 days | $530.20 -12.49% | Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. |
Stocks | Sale $1,001 - $15,000 | Gilbert Ray Cisneros, Jr. | May 30, 2025 | 7 days | $474.76 -2.27% | |
Stocks | Purchase $1,001 - $15,000 | Robert P. Bresnahan, Jr. | May 15, 2025 | 25 days | $458.89 +1.1% | |
Stocks | Purchase $1,001 - $15,000 | Gilbert Ray Cisneros, Jr. | Apr 29, 2025 | 7 days | $475.93 -2.52% | |
Stocks | Purchase $15,001 - $50,000 | Jefferson Shreve | Apr 11, 2025 | 27 days | $469.62 -1.21% | Portfolio Rebalance |
Stocks | Purchase $1,001 - $15,000 | Jared Moskowitz | Apr 7, 2025 | 32 days | $426.51 +8.78% | |
Stocks | Sale $50,001 - $100,000 | George Whitesides | Mar 24, 2025 | 30 days | $430.31 +7.82% | |
Stocks | Purchase $1,001 - $15,000 | Carol D. Miller | Mar 10, 2025 | 32 days | $477.32 -2.8% | |
Stocks | Sale $1,001 - $15,000 | Robert Bresnahan | Feb 25, 2025 | 30 days | $441.84 +5.01% | |
Stocks | Purchase $1,001 - $15,000 | C. Scott Franklin | Feb 18, 2025 | 28 days | $425.97 +8.92% | Owner: SP, Subholding Of: Fidelity Roth IRA |
Stocks | Purchase $1,001 - $15,000 | C. Scott Franklin | Feb 18, 2025 | 28 days | $425.97 +8.92% | Subholding Of: Fidelity Roth IRA |
Stocks | Purchase $15,001 - $50,000 | C. Scott Franklin | Feb 18, 2025 | 28 days | $425.97 +8.92% | Subholding Of: Fidelity Traditional IRA |
Stocks | Sale $1,001 - $15,000 | Byron Donalds | Feb 13, 2025 | 40 days | $435.40 +6.56% | Owner: SP |
Stocks | Sale $1,001 - $15,000 | Byron Donalds | Feb 13, 2025 | 40 days | $435.40 +6.56% | |
Stocks | Purchase $1,001 - $15,000 | Jared Moskowitz | Nov 8, 2024 | 31 days | $552.45 -16.02% | |
Stocks | Purchase $1,001 - $15,000 | C. Scott Franklin | Aug 7, 2024 | 330 days | $530.20 -12.49% | Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. |