146 disclosed transactions, 2025-01-16 → 2026-03-20.
| Date | Asset | Ticker | Type | Amount range | Filing |
|---|---|---|---|---|---|
| 2026-03-20 | SP The Trade Desk, Inc. - Class A | TTD | Sell | $1K – $15K | PDF ↗ |
| 2026-03-20 | The Trade Desk, Inc. - Class A | TTD | Sell | $1K – $15K | PDF ↗ |
| 2026-03-20 | SP Netflix, Inc. - Common Stock | NFLX | Buy | $1K – $15K | PDF ↗ |
| 2026-03-20 | Netflix, Inc. - Common Stock | NFLX | Buy | $1K – $15K | PDF ↗ |
| 2026-03-13 | SP PayPal Holdings, Inc. - Common | PYPL | Buy | $1K – $15K | PDF ↗ |
| 2026-03-13 | PayPal Holdings, Inc. - Common | PYPL | Buy | $1K – $15K | PDF ↗ |
| 2026-02-10 | The Trade Desk, Inc. - Class A | TTD | Buy | $1K – $15K | PDF ↗ |
| 2026-02-10 | SP The Trade Desk, Inc. - Class A | TTD | Buy | $1K – $15K | PDF ↗ |
| 2026-02-10 | SP ServiceNow, Inc. Common Stock | NOW | Buy | $1K – $15K | PDF ↗ |
| 2026-02-10 | ServiceNow, Inc. Common Stock | NOW | Buy | $1K – $15K | PDF ↗ |
| 2026-02-10 | PayPal Holdings, Inc. - Common | PYPL | Sell | $1K – $15K | PDF ↗ |
| 2026-02-10 | SP PayPal Holdings, Inc. - Common | PYPL | Sell | $1K – $15K | PDF ↗ |
| 2026-02-10 | SP Brown & Brown, Inc. Common Stock | BRO | Sell | $1K – $15K | PDF ↗ |
| 2026-02-10 | Brown & Brown, Inc. Common Stock | BRO | Sell | $1K – $15K | PDF ↗ |
| 2026-01-08 | SP The Trade Desk, Inc. - Class A | TTD | Sell | $1K – $15K | PDF ↗ |
| 2026-01-08 | The Trade Desk, Inc. - Class A | TTD | Sell | $1K – $15K | PDF ↗ |
| 2026-01-08 | Parker-Hannifin Corporation | PH | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-01-08 | Howmet Aerospace Inc. Common | HWM | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-01-08 | SP Bitcoin (CRYPTO:BTC) [CT] | — | Buy | $1K – $15K | PDF ↗ |
| 2025-12-18 | Bitcoin | BTC | Buy | $50K – $100K | PDF ↗ |
| 2025-12-18 | SP Bitcoin (CRYPTO:BTC) [CT] | — | Buy | $50K – $100K | PDF ↗ |
| 2025-12-04 | SP Comfort Systems USA, Inc. Common | FIX | Buy | $1K – $15K | PDF ↗ |
| 2025-12-04 | Comfort Systems USA, Inc. Common | FIX | Buy | $1K – $15K | PDF ↗ |
| 2025-12-04 | SP Abbott Laboratories Common Stock | ABT | Sell | $1K – $15K | PDF ↗ |
| 2025-12-04 | Abbott Laboratories Common Stock | ABT | Sell | $1K – $15K | PDF ↗ |
| 2025-10-24 | SP Visa Inc. | V | Buy | $1K – $15K | PDF ↗ |
| 2025-10-24 | Progressive Corporation | PGR | Buy | $1K – $15K | PDF ↗ |
| 2025-10-24 | Brown & Brown, Inc. Common Stock | BRO | Buy | $1K – $15K | PDF ↗ |
| 2025-10-23 | SP Howmet Aerospace Inc. Common | HWM | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-10-23 | Howmet Aerospace Inc. Common | HWM | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-10-09 | Tradeweb Markets Inc. - Class A | TW | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | SP Tradeweb Markets Inc. - Class A | TW | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | SP The Trade Desk, Inc. - Class A | — | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | The Trade Desk, Inc. - Class A | TTD | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | Progressive Corporation | PGR | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | SP Progressive Corporation | PGR | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | Fortinet, Inc. - Common Stock | FTNT | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | SP Fortinet, Inc. - Common Stock | FTNT | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | SP Chipotle Mexican Grill, Inc. Common | CMG | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | Chipotle Mexican Grill, Inc. Common | CMG | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | SP Carnival Corporation Common Stock | CCL | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | Carnival Corporation Common Stock | CCL | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | SP Brown & Brown, Inc. Common Stock | BRO | Buy | $1K – $15K | PDF ↗ |
| 2025-10-09 | Brown & Brown, Inc. Common Stock | BRO | Buy | $1K – $15K | PDF ↗ |
| 2025-09-04 | SP Tradeweb Markets Inc. - Class A | TW | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | Tradeweb Markets Inc. - Class A | TW | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | The Trade Desk, Inc. - Class A | — | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | SP The Trade Desk, Inc. - Class A | TTD | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | SP Progressive Corporation | PGR | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | Progressive Corporation | PGR | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | Molina Healthcare Inc Common | MOH | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | SP Molina Healthcare Inc Common | MOH | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | SP IDEXX Laboratories, Inc. - Common | IDXX | Buy | $1K – $15K | PDF ↗ |
| 2025-09-04 | IDEXX Laboratories, Inc. - Common | IDXX | Buy | $1K – $15K | PDF ↗ |
| 2025-09-04 | Fortinet, Inc. - Common Stock | FTNT | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | SP Fortinet, Inc. - Common Stock | FTNT | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | SP Fiserv, Inc. Common Stock | FI | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | Fiserv, Inc. Common Stock | FI | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | Chipotle Mexican Grill, Inc. Common | CMG | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | SP Chipotle Mexican Grill, Inc. Common | CMG | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | SP Brown & Brown, Inc. Common Stock | BRO | Sell | $1K – $15K | PDF ↗ |
| 2025-09-04 | Brown & Brown, Inc. Common Stock | BRO | Sell | $1K – $15K | PDF ↗ |
| 2025-08-07 | Lam Research Corporation - Common | LRCX | Buy | $1K – $15K | PDF ↗ |
| 2025-08-07 | SP Lam Research Corporation - Common | LRCX | Buy | $1K – $15K | PDF ↗ |
| 2025-08-07 | Howmet Aerospace Inc. Common | HWM | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-08-07 | SP Deckers Outdoor Corporation | DECK | Sell | $1K – $15K | PDF ↗ |
| 2025-08-07 | Deckers Outdoor Corporation | DECK | Sell | $1K – $15K | PDF ↗ |
| 2025-04-10 | Visa Inc. | V | Buy | $1K – $15K | PDF ↗ |
| 2025-04-10 | SP Visa Inc. | V | Buy | $1K – $15K | PDF ↗ |
| 2025-04-10 | SP Regeneron Pharmaceuticals, Inc. - | REGN | Sell | $1K – $15K | PDF ↗ |
| 2025-04-10 | Regeneron Pharmaceuticals, Inc. - | REGN | Sell | $1K – $15K | PDF ↗ |
| 2025-04-10 | Nu Holdings Ltd. Class A Ordinary | NU | Sell | $1K – $15K | PDF ↗ |
| 2025-04-10 | SP Nu Holdings Ltd. Class A Ordinary | NU | Sell | $1K – $15K | PDF ↗ |
| 2025-04-10 | SP Amphenol Corporation Common | APH | Buy | $1K – $15K | PDF ↗ |
| 2025-04-10 | Amphenol Corporation Common | APH | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Vertex Pharmaceuticals Incorporated | VRTX | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | Vertex Pharmaceuticals Incorporated | VRTX | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | Veeva Systems Inc. Class A Common | VEEV | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Veeva Systems Inc. Class A Common | VEEV | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Tradeweb Markets Inc. - Class A | TW | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | Tradeweb Markets Inc. - Class A | TW | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Robinhood Markets, Inc. - Class A | HOOD | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | Robinhood Markets, Inc. - Class A | HOOD | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Progressive Corporation | PGR | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | Progressive Corporation | PGR | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | PayPal Holdings, Inc. - Common | PYPL | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP PayPal Holdings, Inc. - Common | PYPL | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Novo Nordisk A/S Common Stock | NVO | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | Novo Nordisk A/S Common Stock | NVO | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | MSCI Inc. Common Stock | MSCI | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP MSCI Inc. Common Stock | MSCI | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP JP Morgan Chase & Co. Common | JPM | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | JP Morgan Chase & Co. Common | JPM | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | GoDaddy Inc. Class A Common Stock | GDDY | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP GoDaddy Inc. Class A Common Stock | GDDY | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Gartner, Inc. Common Stock | IT | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | Gartner, Inc. Common Stock | IT | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Fiserv, Inc. Common Stock | FI | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | Fiserv, Inc. Common Stock | FI | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP First Citizens BancShares, Inc. - Class | FCNCA | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | First Citizens BancShares, Inc. - Class | FCNCA | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | Equifax, Inc. Common Stock | EFX | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Equifax, Inc. Common Stock | EFX | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP DoorDash, Inc. - Common Stock | DASH | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | DoorDash, Inc. - Common Stock | DASH | Sell | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Chipotle Mexican Grill, Inc. Common | — | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | Chipotle Mexican Grill, Inc. Common | CMG | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Brown & Brown, Inc. Common Stock | BRO | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | Brown & Brown, Inc. Common Stock | BRO | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | Broadcom Inc. - Common Stock | AVGO | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Broadcom Inc. - Common Stock | AVGO | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Autodesk, Inc. - Common Stock | ADSK | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | Autodesk, Inc. - Common Stock | ADSK | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Arista Networks, Inc. Common Stock | ANET | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | Arista Networks, Inc. Common Stock | ANET | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | Amazon.com, Inc. - Common Stock | AMZN | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Amazon.com, Inc. - Common Stock | AMZN | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | SP Abbott Laboratories Common Stock | ABT | Buy | $1K – $15K | PDF ↗ |
| 2025-03-20 | Abbott Laboratories Common Stock | ABT | Buy | $1K – $15K | PDF ↗ |
| 2025-03-06 | SP The Trade Desk, Inc. - Class A | TTD | Buy | $1K – $15K | PDF ↗ |
| 2025-03-06 | The Trade Desk, Inc. - Class A | TTD | Buy | $1K – $15K | PDF ↗ |
| 2025-03-06 | Robinhood Markets, Inc. - Class A | HOOD | Buy | $1K – $15K | PDF ↗ |
| 2025-03-06 | SP Robinhood Markets, Inc. - Class A | HOOD | Buy | $1K – $15K | PDF ↗ |
| 2025-03-06 | Chemed Corp | CHE | Sell | $1K – $15K | PDF ↗ |
| 2025-03-06 | SP Chemed Corp | CHE | Sell | $1K – $15K | PDF ↗ |
| 2025-02-13 | SP Lockheed Martin Corporation | LMT | Sell | $1K – $15K | PDF ↗ |
| 2025-02-13 | Lockheed Martin Corporation | LMT | Sell | $1K – $15K | PDF ↗ |
| 2025-02-13 | Fortinet, Inc. - Common Stock | FTNT | Buy | $1K – $15K | PDF ↗ |
| 2025-02-13 | SP Fortinet, Inc. - Common Stock | FTNT | Buy | $1K – $15K | PDF ↗ |
| 2025-02-13 | SP FactSet Research Systems Inc. | FDS | Sell | $1K – $15K | PDF ↗ |
| 2025-02-13 | FactSet Research Systems Inc. | FDS | Sell | $1K – $15K | PDF ↗ |
| 2025-02-13 | SP DoorDash, Inc. - Common Stock | DASH | Buy | $1K – $15K | PDF ↗ |
| 2025-02-13 | DoorDash, Inc. - Common Stock | DASH | Buy | $1K – $15K | PDF ↗ |
| 2025-01-21 | SP RLI Corp. Common Stock | RLI | Sell | $1K – $15K | PDF ↗ |
| 2025-01-21 | GoDaddy Inc. Class A Common Stock | GDDY | Buy | $1K – $15K | PDF ↗ |
| 2025-01-21 | SP GoDaddy Inc. Class A Common Stock | GDDY | Buy | $1K – $15K | PDF ↗ |
| 2025-01-21 | SP First Citizens BancShares, Inc. - Class | FCNCA | Buy | $1K – $15K | PDF ↗ |
| 2025-01-21 | First Citizens BancShares, Inc. - Class | FCNCA | Buy | $1K – $15K | PDF ↗ |
| 2025-01-16 | RLI Corp. Common Stock | RLI | Sell | $1K – $15K | PDF ↗ |
| 2025-01-16 | RLI Corp. Common Stock | RLI | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-01-16 | SP RLI Corp. Common Stock | RLI | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-01-16 | SP Merck & Company, Inc. Common | MRK | Sell | $1K – $15K | PDF ↗ |
| 2025-01-16 | Merck & Company, Inc. Common | MRK | Sell | $1K – $15K | PDF ↗ |
| 2025-01-16 | SP GoDaddy Inc. Class A Common Stock | GDDY | Buy | $1K – $15K | PDF ↗ |
| 2025-01-16 | GoDaddy Inc. Class A Common Stock | GDDY | Buy | $1K – $15K | PDF ↗ |
| 2025-01-16 | First Citizens BancShares, Inc. - Class | FCNCA | Buy | $1K – $15K | PDF ↗ |