Greg Landsman Stock Trades

HouseFollow

OH-01 · Democrat

Disclosed trades

170

Estimated volume

$2.7M

sum of bracket midpoints

Typical delay

72 days

trade to filing

Last filed

May 13, 2025

What their buys are worth now

54 disclosed purchases, valued at the latest close

Return

+97.6%

on paper

Gain

+$588.9K

unrealised

Disclosed cost

$603.5K

at bracket midpoints

Worth now

$1.2M

close of Oct 9, 2026

If Greg Landsman still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 2 purchases have no market price and are left out. More on the limits.

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If you had copied every buy

Entering on the day each filing became public, and still holding

Putting $1,000 into each of 54 disclosed purchases — $54,000 invested — would be worth

$79,234

+$25,234 (+46.73%)

Positions

equally weighted

Their own timing

+119.50%

entering on their trade date

Best

CRWD

+329.38%

Worst

ADBE

-55.12%

Each filing

54 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Mar 5, 2025 15d after trading	CRWD 10.95 sh	$91.36	$113.84	$275.04	$3,011	+201.05%
Mar 5, 2025 13d after trading	AMZN 4.8 sh	$208.36	$222.88	$262.43	$1,260	+25.95%
Mar 5, 2025 7d after trading	AMP 1.96 sh	$509.09	$525.27	$500.51	$983	-1.69%
Mar 5, 2025 7d after trading	CRWD 10.95 sh	$91.36	$98.64	$275.04	$3,011	+201.05%
Jan 15, 2025 27d after trading	BLK 0.986991 sh	$1,013.18	$1,016.33	$1,082.39	$1,068	+6.83%
Dec 12, 2024 34d after trading	AMP 1.83 sh	$547.83	$551.99	$500.51	$914	-8.64%
Dec 12, 2024 34d after trading	URI 1.27 sh	$786.59	$875.01	$1,056.37	$1,343	+34.30%
Oct 14, 2024 34d after trading	NEE 12.06 sh	$82.91	$82.30	$77.38	$933	-6.67%
Sep 23, 2024 40d after trading	ANET 10.37 sh	$96.39	$87.16	$216.74	$2,249	+124.85%
Sep 23, 2024 33d after trading	ANET 10.37 sh	$96.39	$88.97	$216.74	$2,249	+124.85%
Aug 14, 2024 580d after trading	AMP 2.38 sh	$419.87	$331.17	$500.51	$1,192	+19.21%
Aug 14, 2024 580d after trading	CRM 3.92 sh	$255.32	$149.60	$229.13	$897	-10.26%
Aug 14, 2024 580d after trading	ADBE 1.85 sh	$539.79	$344.54	$242.27	$449	-55.12%
Aug 14, 2024 580d after trading	NVDA 8.47 sh	$118.08	$16.51	$229.28	$1,942	+94.17%
Aug 14, 2024 580d after trading	URI 1.42 sh	$702.19	$391.77	$1,056.37	$1,504	+50.44%
Aug 14, 2024 580d after trading	COST 1.16 sh	$862.71	$482.43	$946.92	$1,098	+9.76%
Aug 14, 2024 580d after trading	BLK 1.17 sh	$857.52	$753.96	$1,082.39	$1,262	+26.22%
Aug 14, 2024 574d after trading	PH 1.73 sh	$578.39	$307.81	$962.56	$1,664	+66.42%
Aug 14, 2024 574d after trading	AMP 2.38 sh	$419.87	$328.20	$500.51	$1,192	+19.21%
Aug 14, 2024 574d after trading	LLY 1.07 sh	$931.68	$352.01	$1,179.27	$1,266	+26.57%
Aug 14, 2024 560d after trading	ISRG 2.12 sh	$471.21	$251.19	$423.96	$900	-10.03%
Aug 14, 2024 560d after trading	NVDA 8.47 sh	$118.08	$20.94	$229.28	$1,942	+94.17%
Aug 14, 2024 559d after trading	BLK 1.17 sh	$857.52	$770.73	$1,082.39	$1,262	+26.22%
Aug 14, 2024 524d after trading	UBER 13.9 sh	$71.93	$32.32	$71.51	$994	-0.58%
Aug 14, 2024 478d after trading	CRM 3.92 sh	$255.32	$194.92	$229.13	$897	-10.26%
Aug 14, 2024 478d after trading	ADI 4.64 sh	$215.32	$186.96	$406.19	$1,886	+88.64%
Aug 14, 2024 468d after trading	ISRG 2.12 sh	$471.21	$303.21	$423.96	$900	-10.03%
Aug 14, 2024 461d after trading	LLY 1.07 sh	$931.68	$435.55	$1,179.27	$1,266	+26.57%
Aug 14, 2024 449d after trading	ADBE 1.85 sh	$539.79	$370.42	$242.27	$449	-55.12%
Aug 14, 2024 449d after trading	CRWD 15.61 sh	$64.06	$35.97	$275.04	$4,294	+329.38%
Aug 14, 2024 442d after trading	MSFT 2.4 sh	$416.86	$331.21	$535.07	$1,284	+28.36%
Aug 14, 2024 442d after trading	ISRG 2.12 sh	$471.21	$307.07	$423.96	$900	-10.03%
Aug 14, 2024 435d after trading	AAPL 4.51 sh	$221.72	$179.21	$336.64	$1,518	+51.83%
Aug 14, 2024 418d after trading	UBER 13.9 sh	$71.93	$43.34	$71.51	$994	-0.58%
Aug 14, 2024 369d after trading	REGN 0.864409 sh	$1,156.86	$806.95	$746.54	$645	-35.47%
Aug 14, 2024 330d after trading	LNG 5.43 sh	$184.12	$161.61	$278.18	$1,511	+51.09%
Aug 14, 2024 307d after trading	GOOGL 6.24 sh	$160.37	$138.97	$351.66	$2,193	+119.28%
Aug 14, 2024 301d after trading	FANG 5.09 sh	$196.45	$169.92	$192.13	$978	-2.20%
Aug 14, 2024 273d after trading	CDNS 3.68 sh	$271.78	$265.79	$352.84	$1,298	+29.83%
Aug 14, 2024 272d after trading	CDNS 3.68 sh	$271.78	$266.99	$352.84	$1,298	+29.83%
Aug 14, 2024 240d after trading	CRWD 15.61 sh	$64.06	$64.95	$275.04	$4,294	+329.38%
Aug 14, 2024 223d after trading	URI 1.42 sh	$702.19	$548.86	$1,056.37	$1,504	+50.44%
Aug 14, 2024 124d after trading	AMZN 5.88 sh	$170.10	$186.13	$262.43	$1,543	+54.28%
Aug 14, 2024 104d after trading	PH 1.73 sh	$578.39	$530.68	$962.56	$1,664	+66.42%
Aug 14, 2024 91d after trading	COST 1.16 sh	$862.71	$787.04	$946.92	$1,098	+9.76%
Aug 14, 2024 77d after trading	TEL 6.89 sh	$145.13	$147.99	$218.29	$1,504	+50.41%
Aug 14, 2024 77d after trading	COR 4.21 sh	$237.75	$219.06	$323.85	$1,362	+36.21%
Aug 14, 2024 77d after trading	ULTA 3.04 sh	$329.05	$378.28	$570.37	$1,733	+73.34%
Aug 14, 2024 72d after trading	URI 1.42 sh	$702.19	$637.51	$1,056.37	$1,504	+50.44%
Aug 14, 2024 72d after trading	AMZN 5.88 sh	$170.10	$178.34	$262.43	$1,543	+54.28%
Aug 14, 2024 72d after trading	PH 1.73 sh	$578.39	$513.08	$962.56	$1,664	+66.42%
Aug 14, 2024 55d after trading	ISRG 2.12 sh	$471.21	$432.55	$423.96	$900	-10.03%
Aug 14, 2024 28d after trading	LHX 4.42 sh	$226.06	$238.25	$236.97	$1,048	+4.83%
Aug 14, 2024 28d after trading	FANG 5.09 sh	$196.45	$210.94	$192.13	$978	-2.20%

A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 2 purchases could not be priced and are excluded.

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Holdings, 2025

Weights are each holding's share of roughly $1.9M in stocks, funds and ETFs — bank accounts and property are left out of the denominator

Asset	Weight	Held by	Value	Income
IVVSarah Landsman Traditional IRA ⇒ iShares Core S&P 500 ETF (IVV) [EF]	19.4%	spouse	$250K – $500K	Tax-Deferred
ITOTSarah Landsman Traditional IRA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF]	9.0%	spouse	$100K – $250K	Tax-Deferred
ITOTRockefeller Capital Management (1) ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF]	9.0%	joint	$100K – $250K	Capital Gains, Dividends
IVVRockefeller Capital Management (1) ⇒ iShares Core S&P 500 ETF (IVV) [EF]	9.0%	joint	$100K – $250K	Dividends
PCBIXSarah Landsman Traditional IRA ⇒ Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX) [MF]	3.9%	spouse	$50K – $100K	Tax-Deferred
RSPSarah Landsman Traditional IRA ⇒ Invesco S&P 500 Equal Weight ETF (RSP) [EF]	3.9%	spouse	$50K – $100K	Tax-Deferred
APHOXRockefeller Capital Management (1) ⇒ Artisan Emerging Markets Debt Opportunities Fund - Institutional Shares (APHOX) [MF]	1.7%	joint	$15K – $50K	Dividends
APHKXRockefeller Capital Management (1) ⇒ Artisan International Value Fd Insti Shs (APHKX) [MF]	1.7%	joint	$15K – $50K	Capital Gains, Dividends
HEDGRockefeller Capital Management (1) ⇒ Equable Shares Hedged Equity ETF (HEDG) [EF]	1.7%	joint	$15K – $50K	Capital Gains, Dividends
GQGIXRockefeller Capital Management (1) ⇒ GQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional Shares (GQGIX) [MF]	1.7%	joint	$15K – $50K	Dividends
PCBIXRockefeller Capital Management (1) ⇒ Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX) [MF]	1.7%	joint	$15K – $50K	Capital Gains
GLDMRockefeller Capital Management (1) ⇒ SPDR Gold MiniShares Trust (GLDM) [EF]	1.7%	joint	$15K – $50K	None
SPYGRockefeller Capital Management (1) ⇒ State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) [EF]	1.7%	joint	$15K – $50K	None
CBYYXRockefeller Capital Management (1) ⇒ Victory Pioneer Cat Bond Fund Class Y (CBYYX) [MF]	1.7%	joint	$15K – $50K	Dividends
APHKXSarah Landsman Traditional IRA ⇒ Artisan International Value Fd Insti Shs (APHKX) [MF]	1.7%	spouse	$15K – $50K	Tax-Deferred
HEDGSarah Landsman Traditional IRA ⇒ Equable Shares Hedged Equity ETF (HEDG) [EF]	1.7%	spouse	$15K – $50K	Tax-Deferred
GQGIXSarah Landsman Traditional IRA ⇒ GQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional Shares (GQGIX) [MF]	1.7%	spouse	$15K – $50K	Tax-Deferred
NWKDXSarah Landsman Traditional IRA ⇒ Nationwide Geneva Small Cap Growth Fund Institutional Service Class (NWKDX) [MF]	1.7%	spouse	$15K – $50K	Tax-Deferred
PZIEXSarah Landsman Traditional IRA ⇒ Pzena Emerging Markets Value Fund - Institutional Class (PZIEX) [MF]	1.7%	spouse	$15K – $50K	Tax-Deferred
SPYGSarah Landsman Traditional IRA ⇒ State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) [EF]	1.7%	spouse	$15K – $50K	Tax-Deferred
IEFASarah Landsman Traditional IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF]	1.7%	spouse	$15K – $50K	Tax-Deferred
IEFARockefeller Capital Management (1) ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF]	1.7%	joint	$15K – $50K	Capital Gains, Dividends
IJHSarah Landsman Traditional IRA ⇒ iShares Core S&P Mid-Cap ETF (IJH) [EF]	1.7%	spouse	$15K – $50K	Tax-Deferred
IJHRockefeller Capital Management (1) ⇒ iShares Core S&P Mid-Cap ETF (IJH) [EF]	1.7%	joint	$15K – $50K	None
KWEBSarah Landsman Traditional IRA ⇒ KraneShares CSI China Internet ETF (KWEB) [EF]	1.7%	spouse	$15K – $50K	Tax-Deferred
KWEBRockefeller Capital Management (1) ⇒ KraneShares CSI China Internet ETF (KWEB) [EF]	1.7%	joint	$15K – $50K	Dividends
LYRIXSarah Landsman Traditional IRA ⇒ Lyrical U.S. Value Equity Fund Institutional Class (LYRIX) [MF]	1.7%	spouse	$15K – $50K	Tax-Deferred
RSPRockefeller Capital Management (1) ⇒ Invesco S&P 500 Equal Weight ETF (RSP) [EF]	1.7%	joint	$15K – $50K	Dividends
WCMIXSarah Landsman Traditional IRA ⇒ WCM Focused International Growth Fund Insti Cl (WCMIX) [MF]	1.7%	spouse	$15K – $50K	Tax-Deferred
WCMIXRockefeller Capital Management (1) ⇒ WCM Focused International Growth Fund Insti Cl (WCMIX) [MF]	1.7%	joint	$15K – $50K	Capital Gains, Dividends
BAGIXRockefeller Capital Management (1) ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX) [MF]	0.41%	joint	$1K – $15K	Capital Gains, Dividends
BRMSXRockefeller Capital Management (1) ⇒ Bramshill Income Performance Fund - Institutional Class (BRMSX) [MF]	0.41%	joint	$1K – $15K	Dividends
EIGOXRockefeller Capital Management (1) ⇒ Eaton Vance Government Obligations Fund Class I (EIGOX) [MF]	0.41%	joint	$1K – $15K	Capital Gains, Dividends
GIBIXRockefeller Capital Management (1) ⇒ Guggenheim Total Return Bond Fund- Institutional Class (GIBIX) [MF]	0.41%	joint	$1K – $15K	Dividends
HASCXRockefeller Capital Management (1) ⇒ Harbor Small Cap Value Fund Insti Cl (HASCX) [MF]	0.41%	joint	$1K – $15K	Capital Gains, Dividends
IPACRockefeller Capital Management (1) ⇒ iShares Core MSCI Pacific ETF (IPAC) [EF]	0.41%	joint	$1K – $15K	Dividends
NWKDXRockefeller Capital Management (1) ⇒ Nationwide Geneva Small Cap Growth Fund Institutional Service Class (NWKDX) [MF]	0.41%	joint	$1K – $15K	Capital Gains
PYCHXRockefeller Capital Management (1) ⇒ Payden High Income Fund SI Class (PYCHX) [MF]	0.41%	joint	$1K – $15K	Dividends
PZIEXRockefeller Capital Management (1) ⇒ Pzena Emerging Markets Value Fund - Institutional Class (PZIEX) [MF]	0.41%	joint	$1K – $15K	Capital Gains, Dividends
HASCXSarah Landsman Traditional IRA ⇒ Harbor Small Cap Value Fund Insti Cl (HASCX) [MF]	0.41%	spouse	$1K – $15K	Tax-Deferred

Showing 40 of 113 disclosed assets.

Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

HR10570Science, Technology, CommunicationsSep 24, 2026
No Secrets for Data Centers Act of 2026
Referred to the Committee on the Judiciary, and in addition to the Committees on Energy and Commerce, and Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR10394HealthSep 15, 2026
Protecting Approved Care Act
Referred to the Committee on Ways and Means, and in addition to the Committee on Energy and Commerce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR10367TaxationSep 14, 2026
Working Americans Affordability Tax Credit Act
Referred to the House Committee on Ways and Means.
HR10210HealthSep 1, 2026
Doctors Not AI Act of 2026
Referred to the Committee on Energy and Commerce, and in addition to the Committees on Ways and Means, and Education and Workforce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR9629Environmental ProtectionJul 9, 2026
Protecting Communities from Data Center Impacts Act of 2026
Referred to the House Committee on Energy and Commerce.
HR9553CommerceJun 30, 2026
Child Care Small Business Insight and Improvement Act of 2026
Referred to the House Committee on Small Business.
HR9222Government Operations and PoliticsJun 9, 2026
Drain the Swamp Act
Referred to the Committee on the Judiciary, and in addition to the Committees on Oversight and Government Reform, House Administration, Ways and Means, and Rules, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HJRES187HealthMay 19, 2026
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Centers for Medicare & Medicaid Services of the Department of Health and Human Services relating to "Medicare Program; Implementation of Prior Authorization for Select Services for the Wasteful and Inappropriate Services Reduction (WISeR) Model".
Referred to the Committee on Ways and Means, and in addition to the Committee on Energy and Commerce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR8729HealthMay 11, 2026
No-Cost Breast Examinations in Medicaid Act of 2026
Referred to the House Committee on Energy and Commerce.
HR8446Agriculture and FoodApr 22, 2026
Family Farm Transition Act of 2026
Referred to the House Committee on Agriculture.
HRES1130International AffairsMar 20, 2026
Recognizing the Bangladesh Genocide of 1971 and protection of religious minorities in Bangladesh.
Referred to the House Committee on Foreign Affairs.
HR8033EnergyMar 20, 2026
No Harm Data Centers Act
Referred to the House Committee on Energy and Commerce.

Campaign finance

Reported to the FEC, through Jun 30, 2026

Raised

$4.6M

Spent

$1.2M

Cash on hand

$3.6M

From PACs

$970.7K

committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Greg Landsman's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

Date	Measure	Question	Vote
Sep 16, 2026	S 2403	Retire through Ownership Act	Yea
Sep 16, 2026	H R 9497	Water Resources Development Act	Yea
Sep 16, 2026	H R 9340	Ratepayer Protection Act	Yea
Sep 16, 2026	H J RES 213	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”	Nay
Sep 16, 2026	H R 10326	PROOF Act	Nay
Sep 16, 2026	H R 9576	National Fraud Enforcement Division Act	Yea
Sep 16, 2026	H R 5334	An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes	Yea
Sep 15, 2026	H CON RES 93	Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran	Yea
Sep 15, 2026	H J RES 210	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”	Nay
Sep 15, 2026	H R 9500	Tax Relief for Fraud Victims Act	Yea

Most traded

By number of disclosed transactions

NVDA10x · $129K URI9x · $121K ISRG8x · $113K PH8x · $88.5K AMZN8x · $162K UBER7x · $56K AMP7x · $56K CRWD7x · $56K

Disclosed transactions

170 in total, newest first

Asset		Amount	Traded	Filed	Note
KR	sellReduce	$250K – $500K	May 9, 2025	May 13, 2025 4 days later	—
Zoetis Inc. Class A Common Stock	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
DIS	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
V	sellspouseReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
UNH	sellspouseReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
URI	sellspouseReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
UBER	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
TMO	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
SPG	selljointReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
CRM	sellspouseReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
PG	selljointReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
PM	selljointReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
PH	selljointReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
PH	sellspouseReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
ORLY	sellspouseReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
NVDA	selljointReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
NVDA	sellspouseReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
MSFT	selljointReduce	$50K – $100K	Mar 27, 2025	Apr 8, 2025 12 days later	—
MSFT	sellspouseReduce	$50K – $100K	Mar 27, 2025	Apr 8, 2025 12 days later	—
LHX	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
JPM	selljointReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
HON	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
HD	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
FITB	selljointReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
EQIX	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
DG	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
DHR	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
CRWD	selljointReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
COST	selljointReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
COST	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
COST	selljointReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
COR	sellspouseReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
CDNS	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
BMY	selljointReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
BLK	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
ANET	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
AAPL	selljointReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
AAPL	sellspouseReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
AMP	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
AMP	selljointReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
AMZN	selljointReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
GOOGL	sellspouseReduce	$15K – $50K	Mar 27, 2025	Apr 8, 2025 12 days later	—
ACN	sellspouseReduce	$1K – $15K	Mar 27, 2025	Apr 8, 2025 12 days later	—
TEL	sellspouseReduce	$15K – $50K	Mar 25, 2025	Apr 8, 2025 14 days later	—
PH	sellReduce	$1K – $15K	Feb 26, 2025	Mar 5, 2025 7 days later	—
NVDA	selljointReduce	$1K – $15K	Feb 26, 2025	Mar 5, 2025 7 days later	—
CRWD	buyjointOpen	$1K – $15K	Feb 26, 2025	Mar 5, 2025 7 days later	—
COST	selljointReduce	$1K – $15K	Feb 26, 2025	Mar 5, 2025 7 days later	—
AMP	buyjointOpen	$1K – $15K	Feb 26, 2025	Mar 5, 2025 7 days later	—
AMZN	selljointReduce	$1K – $15K	Feb 26, 2025	Mar 5, 2025 7 days later	—
ARINA	selljointReduce	$15K – $50K	Feb 20, 2025	Mar 5, 2025 13 days later	—
AMZN	buyjointOpen	$15K – $50K	Feb 20, 2025	Mar 5, 2025 13 days later	—
CRWD	buyjointOpen	$1K – $15K	Feb 18, 2025	Mar 5, 2025 15 days later	—
BLK	selljointReduce	$1K – $15K	Feb 18, 2025	Mar 5, 2025 15 days later	—
URI	sellReduce	$1K – $15K	Dec 19, 2024	Jan 15, 2025 27 days later	—
BLK	buyjointOpen	$1K – $15K	Dec 19, 2024	Jan 15, 2025 27 days later	—
URI	buyOpen	$1K – $15K	Nov 8, 2024	Dec 12, 2024 34 days later	—
LLY	selljointReduce	$15K – $50K	Nov 8, 2024	Dec 12, 2024 34 days later	—
AMP	buyjointOpen	$1K – $15K	Nov 8, 2024	Dec 12, 2024 34 days later	—
REGN	sellReduce	$1K – $15K	Oct 15, 2024	Nov 14, 2024 30 days later	—
PSX	selljointReduce	$15K – $50K	Oct 15, 2024	Nov 14, 2024 30 days later	—
PFE	selljointReduce	$1K – $15K	Oct 15, 2024	Nov 14, 2024 30 days later	—
NEE	selljointReduce	$1K – $15K	Oct 15, 2024	Nov 14, 2024 30 days later	—
NEE	sellspouseReduce	$1K – $15K	Oct 15, 2024	Nov 14, 2024 30 days later	—
LIN	sellspouseReduce	$1K – $15K	Oct 15, 2024	Nov 14, 2024 30 days later	—
XOM	selljointReduce	$15K – $50K	Oct 15, 2024	Nov 14, 2024 30 days later	—
FANG	sellspouseReduce	$15K – $50K	Oct 15, 2024	Nov 14, 2024 30 days later	—
CRWD	sellspouseReduce	$1K – $15K	Oct 15, 2024	Nov 14, 2024 30 days later	—
LNG	sellspouseReduce	$1K – $15K	Oct 15, 2024	Nov 14, 2024 30 days later	—
AMZN	sellspouseReduce	$15K – $50K	Oct 15, 2024	Nov 14, 2024 30 days later	—
AMZN	selljointReduce	$15K – $50K	Oct 15, 2024	Nov 14, 2024 30 days later	—
NEE	buyOpen	$1K – $15K	Sep 10, 2024	Oct 14, 2024 34 days later	—
FANG	selljointReduce	$1K – $15K	Sep 10, 2024	Oct 14, 2024 34 days later	—
ANET	buyjointOpen	$15K – $50K	Aug 21, 2024	Sep 23, 2024 33 days later	—
AMZN	selljointReduce	$15K – $50K	Aug 21, 2024	Sep 23, 2024 33 days later	—
ULTA	sellReduce	$1K – $15K	Aug 14, 2024	Sep 23, 2024 40 days later	—
ANET	buyspouseOpen	$1K – $15K	Aug 14, 2024	Sep 23, 2024 40 days later	—
ADBE	sellspouseReduce	$15K – $50K	Aug 14, 2024	Sep 23, 2024 40 days later	—
LHX	buyspouseOpen	$1K – $15K	Jul 17, 2024	Aug 14, 2024 28 days later	—
ISRG	sellspouseReduce	$1K – $15K	Jul 17, 2024	Aug 14, 2024 28 days later	—
ISRG	selljointReduce	$15K – $50K	Jul 17, 2024	Aug 14, 2024 28 days later	—
FANG	buyjointOpen	$15K – $50K	Jul 17, 2024	Aug 14, 2024 28 days later	—
URI	selljointReduce	$15K – $50K	Jun 20, 2024	Aug 14, 2024 55 days later	—
ISRG	buyjointOpen	$15K – $50K	Jun 20, 2024	Aug 14, 2024 55 days later	—
URI	buyjointOpen	$1K – $15K	Jun 3, 2024	Aug 14, 2024 72 days later	—
PH	buyjointOpen	$1K – $15K	Jun 3, 2024	Aug 14, 2024 72 days later	—
NVDA	selljointReduce	$1K – $15K	Jun 3, 2024	Aug 14, 2024 72 days later	—
LLY	selljointReduce	$1K – $15K	Jun 3, 2024	Aug 14, 2024 72 days later	—
AMZN	buyjointOpen	$1K – $15K	Jun 3, 2024	Aug 14, 2024 72 days later	—
VLTO	sellReduce	$1K – $15K	May 29, 2024	Aug 14, 2024 77 days later	—
ULTA	buyspouseOpen	$15K – $50K	May 29, 2024	Aug 14, 2024 77 days later	—
TEL	buyspouseOpen	$15K – $50K	May 29, 2024	Aug 14, 2024 77 days later	—
NVDA	sellspouseReduce	$15K – $50K	May 29, 2024	Aug 14, 2024 77 days later	—
MSFT	sellspouseReduce	$1K – $15K	May 29, 2024	Aug 14, 2024 77 days later	—
XOM	sellspouseReduce	$1K – $15K	May 29, 2024	Aug 14, 2024 77 days later	—
COR	buyspouseOpen	$15K – $50K	May 29, 2024	Aug 14, 2024 77 days later	—
AAPL	sellspouseReduce	$1K – $15K	May 29, 2024	Aug 14, 2024 77 days later	—
GOOGL	sellspouseReduce	$1K – $15K	May 29, 2024	Aug 14, 2024 77 days later	—
UBER	selljointReduce	$1K – $15K	May 15, 2024	Aug 14, 2024 91 days later	—
COST	buyjointOpen	$1K – $15K	May 15, 2024	Aug 14, 2024 91 days later	—

Source: the original filing