Monthly Stock Trading Volume
Total Stock Trades
36
Total Stock Volume
$575.5K
Recent Trades
Type | Transaction | Politician | Traded | Filed After | Price | Notes |
---|---|---|---|---|---|---|
Stocks | Purchase $1,001 - $15,000 | Marjorie Taylor Greene | May 5, 2025 | 1 days | $82.83 +11.87% | Subholding Of: Marjorie IRA |
Stocks | Sale (Partial) $1,001 - $15,000 | Josh Gottheimer | Apr 17, 2025 | 27 days | $80.81 +14.66% | |
Stocks | Sale (Partial) $1,001 - $15,000 | Dan Newhouse | Apr 11, 2025 | 35 days | $84.34 +9.86% | |
Stocks | Sale $1,001 - $15,000 | Jared Moskowitz | Apr 10, 2025 | 29 days | $85.35 +8.56% | Owner: DC |
Stocks | Sale $1,001 - $15,000 | Jared Moskowitz | Apr 10, 2025 | 29 days | $85.35 +8.56% | |
Stocks | Sale $1,001 - $15,000 | Jared Moskowitz | Apr 10, 2025 | 29 days | $85.35 +8.56% | Owner: DC |
Stocks | Sale (Partial) $1,001 - $15,000 | Josh Gottheimer | Apr 9, 2025 | 35 days | $83.37 +11.14% | |
Stocks | Sale $15,001 - $50,000 | Jefferson Shreve | Apr 7, 2025 | 31 days | $79.32 +16.82% | Portfolio Rebalance |
Stocks | Sale $15,001 - $50,000 | Susie Lee | Mar 14, 2025 | 28 days | $97.32 -4.79% | |
Stocks | Purchase $1,001 - $15,000 | Josh Gottheimer | Feb 3, 2025 | 31 days | $106.36 -12.88% | |
Stocks | Purchase $1,001 - $15,000 | Josh Gottheimer | Aug 14, 2024 | 28 days | $92.99 -0.35% | |
Stocks | Sale $1,001 - $15,000 | Kathy E. Manning | Aug 9, 2024 | 26 days | $74.05 +25.13% | |
Stocks | Purchase $1,001 - $15,000 | C. Scott Franklin | Aug 7, 2024 | 330 days | $73.46 +26.14% | 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 $15,001 - $50,000 | Rick W. Allen | May 20, 2024 | 32 days | $76.26 +21.51% | Subholding Of: R.W. Allen & Associates, Inc. |
Stocks | Sale (Partial) $1,001 - $15,000 | C. Scott Franklin | Jan 30, 2024 | 520 days | $90.04 +2.91% | Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure. |
Stocks | Purchase $1,001 - $15,000 | Marjorie Taylor Greene | May 5, 2025 | 1 days | $82.83 +11.87% | Subholding Of: Marjorie IRA |
Stocks | Sale (Partial) $1,001 - $15,000 | Josh Gottheimer | Apr 17, 2025 | 27 days | $80.81 +14.66% | |
Stocks | Sale (Partial) $1,001 - $15,000 | Dan Newhouse | Apr 11, 2025 | 35 days | $84.34 +9.86% | |
Stocks | Sale $1,001 - $15,000 | Jared Moskowitz | Apr 10, 2025 | 29 days | $85.35 +8.56% | Owner: DC |
Stocks | Sale $1,001 - $15,000 | Jared Moskowitz | Apr 10, 2025 | 29 days | $85.35 +8.56% | |
Stocks | Sale $1,001 - $15,000 | Jared Moskowitz | Apr 10, 2025 | 29 days | $85.35 +8.56% | Owner: DC |
Stocks | Sale (Partial) $1,001 - $15,000 | Josh Gottheimer | Apr 9, 2025 | 35 days | $83.37 +11.14% | |
Stocks | Sale $15,001 - $50,000 | Jefferson Shreve | Apr 7, 2025 | 31 days | $79.32 +16.82% | Portfolio Rebalance |
Stocks | Sale $15,001 - $50,000 | Susie Lee | Mar 14, 2025 | 28 days | $97.32 -4.79% | |
Stocks | Purchase $1,001 - $15,000 | Josh Gottheimer | Feb 3, 2025 | 31 days | $106.36 -12.88% | |
Stocks | Purchase $1,001 - $15,000 | Josh Gottheimer | Aug 14, 2024 | 28 days | $92.99 -0.35% | |
Stocks | Sale $1,001 - $15,000 | Kathy E. Manning | Aug 9, 2024 | 26 days | $74.05 +25.13% | |
Stocks | Purchase $1,001 - $15,000 | C. Scott Franklin | Aug 7, 2024 | 330 days | $73.46 +26.14% | 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 $15,001 - $50,000 | Rick W. Allen | May 20, 2024 | 32 days | $76.26 +21.51% | Subholding Of: R.W. Allen & Associates, Inc. |
Stocks | Sale (Partial) $1,001 - $15,000 | C. Scott Franklin | Jan 30, 2024 | 520 days | $90.04 +2.91% | Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure. |