| BE BEBloom Energy | Purchase$500,001 - $1,000,000 · Spouse | Aug 21, 2026 | Jul 28, 2026 | ▲ 17.6%+15.9 pts vs S&P | Filing for BE on Jul 28, 2026 |
| BE BEBloom Energy | Purchase (option)$500,001 - $1,000,000 · Spouse | Aug 21, 2026 | Jul 28, 2026 | — | Filing for BE on Jul 28, 2026 |
| BE BEBloom Energy | Purchase$1,000,001 - $5,000,000 · Spouse | Aug 21, 2026 | Jul 24, 2026 | ▲ 6.1%+4.1 pts vs S&P | Filing for BE on Jul 24, 2026 |
| BE BEBloom Energy | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Aug 21, 2026 | Jul 24, 2026 | — | Filing for BE on Jul 24, 2026 |
| INTC INTCIntel | Purchase (option)$250,001 - $500,000 · Spouse | Aug 21, 2026 | Jul 24, 2026 | — | Filing for INTC on Jul 24, 2026 |
| INTC INTCIntel | Purchase$500,001 - $1,000,000 · Spouse | Aug 21, 2026 | Jul 24, 2026 | ▼ 35.0%−37.1 pts vs S&P | Filing for INTC on Jul 24, 2026 |
| INTC INTCIntel | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Jun 23, 2026 | May 29, 2026 | — | Filing for INTC on May 29, 2026 |
| UBER UBERUber | Purchase (option)$500,001 - $1,000,000 · Spouse | Jun 23, 2026 | May 29, 2026 | — | Filing for UBER on May 29, 2026 |
| GOOG GOOGLAlphabet Inc. (Class A) | Purchase (option)$500,001 - $1,000,000 · Spouse | Jan 23, 2026 | Jan 16, 2026 | — | Filing for GOOGL on Jan 16, 2026 |
| AMZN AMZNAmazon | Purchase (option)$500,001 - $1,000,000 · Spouse | Jan 23, 2026 | Jan 16, 2026 | — | Filing for AMZN on Jan 16, 2026 |
| NVDA NVDANVIDIA Corporation | Purchase (option)$250,001 - $500,000 · Spouse | Jan 23, 2026 | Jan 16, 2026 | — | Filing for NVDA on Jan 16, 2026 |
| TEM TEMTempus AI, Inc. | Purchase (option)$50,001 - $100,000 · Spouse | Jan 23, 2026 | Jan 16, 2026 | — | Filing for TEM on Jan 16, 2026 |
| VST VSTVistra Corp. | Purchase (option)$100,001 - $250,000 · Spouse | Jan 23, 2026 | Jan 16, 2026 | — | Filing for VST on Jan 16, 2026 |
| VSNT VSNTVersant Media Group, Inc. | Exchange$15.00 · Spouse | Jan 23, 2026 | Jan 2, 2026 | — | Filing for VSNT on Jan 2, 2026 |
| GOOG GOOGLAlphabet Inc. (Class A) | Purchase (option)$250,001 - $500,000 · Spouse | Jan 23, 2026 | Dec 30, 2025 | — | Filing for GOOGL on Dec 30, 2025 |
| GOOG GOOGLAlphabet Inc. (Class A) | Sale (partial)$1,000,001 - $5,000,000 · Spouse | Jan 23, 2026 | Dec 30, 2025 | ▼ 10.9%−21.3 pts vs S&P | Filing for GOOGL on Dec 30, 2025 |
| AMZN AMZNAmazon | Purchase (option)$100,001 - $250,000 · Spouse | Jan 23, 2026 | Dec 30, 2025 | — | Filing for AMZN on Dec 30, 2025 |
| AAPL AAPLApple Inc. | Purchase (option)$250,001 - $500,000 · Spouse | Jan 23, 2026 | Dec 30, 2025 | — | Filing for AAPL on Dec 30, 2025 |
| AAPL AAPLApple Inc. | Sale (partial)$5,000,001 - $25,000,000 · Spouse | Jan 23, 2026 | Dec 30, 2025 | ▲ 24.2%+13.9 pts vs S&P | Filing for AAPL on Dec 30, 2025 |
| NVDA NVDANVIDIA Corporation | Purchase (option)$100,001 - $250,000 · Spouse | Jan 23, 2026 | Dec 30, 2025 | — | Filing for NVDA on Dec 30, 2025 |
| PYPL PYPLPayPal | Sale (full)$250,001 - $500,000 · Spouse | Jan 23, 2026 | Dec 30, 2025 | ▲ 0.3%−10.0 pts vs S&P | Filing for PYPL on Dec 30, 2025 |
| DIS DISThe Walt Disney Company | Sale (full)$1,000,001 - $5,000,000 · Spouse | Jan 23, 2026 | Dec 30, 2025 | ▼ 0.7%−11.0 pts vs S&P | Filing for DIS on Dec 30, 2025 |
| AMZN AMZNAmazon | Sale (partial)$1,000,001 - $5,000,000 · Spouse | Jan 23, 2026 | Dec 24, 2025 | ▲ 5.7%−4.1 pts vs S&P | Filing for AMZN on Dec 24, 2025 |
| AAPL AAPLApple Inc. | Sale (partial)$5,000,001 - $25,000,000 · Spouse | Jan 23, 2026 | Dec 24, 2025 | ▲ 23.9%+14.1 pts vs S&P | Filing for AAPL on Dec 24, 2025 |
| NVDA NVDANVIDIA Corporation | Sale (partial)$1,000,001 - $5,000,000 · Spouse | Jan 23, 2026 | Dec 24, 2025 | ▲ 7.4%−2.4 pts vs S&P | Filing for NVDA on Dec 24, 2025 |
| AAPL AAPLApple Inc. | Sale (partial)$100,001 - $250,000 · Spouse | Oct 24, 2025 | Oct 22, 2025 | ▲ 31.4%+17.6 pts vs S&P | Filing for AAPL on Oct 22, 2025 |
| AVGO AVGOBroadcom | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Jul 9, 2025 | Jun 20, 2025 | — | Filing for AVGO on Jun 20, 2025 |
| GOOG GOOGLAlphabet Inc. (Class A) | Purchase (option)$250,001 - $500,000 · Spouse | Jan 17, 2025 | Jan 14, 2025 | — | Filing for GOOGL on Jan 14, 2025 |
| AMZN AMZNAmazon | Purchase (option)$250,001 - $500,000 · Spouse | Jan 17, 2025 | Jan 14, 2025 | — | Filing for AMZN on Jan 14, 2025 |
| NVDA NVDANVIDIA Corporation | Purchase (option)$250,001 - $500,000 · Spouse | Jan 17, 2025 | Jan 14, 2025 | — | Filing for NVDA on Jan 14, 2025 |
| TEM TEMTempus AI, Inc. | Purchase (option)$50,001 - $100,000 · Spouse | Jan 17, 2025 | Jan 14, 2025 | — | Filing for TEM on Jan 14, 2025 |
| VST VSTVistra Corp. | Purchase (option)$500,001 - $1,000,000 · Spouse | Jan 17, 2025 | Jan 14, 2025 | — | Filing for VST on Jan 14, 2025 |
| AAPL AAPLApple Inc. | Sale (partial)$5,000,001 - $25,000,000 · Spouse | Jan 17, 2025 | Dec 31, 2024 | ▲ 36.1%+5.2 pts vs S&P | Filing for AAPL on Dec 31, 2024 |
| NVDA NVDANVIDIA Corporation | Sale (partial)$1,000,001 - $5,000,000 · Spouse | Jan 17, 2025 | Dec 31, 2024 | ▲ 50.9%+20.0 pts vs S&P | Filing for NVDA on Dec 31, 2024 |
| NVDA NVDANVIDIA Corporation | Purchase (option)$500,001 - $1,000,000 · Spouse | Jan 17, 2025 | Dec 20, 2024 | — | Filing for NVDA on Dec 20, 2024 |
| PANW PANWPalo Alto Networks | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Jan 17, 2025 | Dec 20, 2024 | — | Filing for PANW on Dec 20, 2024 |
| MSFT MSFTMicrosoft Corporation | Sale (partial)$1,000,001 - $5,000,000 · Spouse | Jul 30, 2024 | Jul 26, 2024 | ▲ 21.4%−20.4 pts vs S&P | Filing for MSFT on Jul 26, 2024 |
| NVDA NVDANVIDIA Corporation | Purchase$1,000,001 - $5,000,000 · Spouse | Jul 30, 2024 | Jul 26, 2024 | ▲ 79.2%+37.4 pts vs S&P | Filing for NVDA on Jul 26, 2024 |
| V VVisa Inc. | Sale (partial)$500,001 - $1,000,000 · Spouse | Jul 2, 2024 | Jul 1, 2024 | ▲ 64.4%+22.9 pts vs S&P | Filing for V on Jul 1, 2024 |
| NVDA NVDANVIDIA Corporation | Purchase$1,000,001 - $5,000,000 · Spouse | Jul 2, 2024 | Jun 26, 2024 | ▲ 60.3%+18.8 pts vs S&P | Filing for NVDA on Jun 26, 2024 |
| AVGO AVGOBroadcom | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Jul 2, 2024 | Jun 24, 2024 | — | Filing for AVGO on Jun 24, 2024 |
| TSLA TSLATesla, Inc. | Sale (full)$250,001 - $500,000 · Spouse | Jul 2, 2024 | Jun 24, 2024 | ▲ 121.2%+79.0 pts vs S&P | Filing for TSLA on Jun 24, 2024 |
| PANW PANWPalo Alto Networks | Purchase (option)$100,001 - $250,000 · Spouse | Feb 23, 2024 | Feb 21, 2024 | — | Filing for PANW on Feb 21, 2024 |
| PANW PANWPalo Alto Networks | Purchase (option)$500,001 - $1,000,000 · Spouse | Feb 23, 2024 | Feb 12, 2024 | — | Filing for PANW on Feb 12, 2024 |
| NVDA NVDANVIDIA Corporation | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Dec 21, 2023 | Nov 22, 2023 | — | Filing for NVDA on Nov 22, 2023 |
| AAPL AAPLApple Inc. | Purchase (option)$250,001 - $500,000 · Spouse | Jun 22, 2023 | Jun 15, 2023 | — | Filing for AAPL on Jun 15, 2023 |
| MSFT MSFTMicrosoft Corporation | Purchase (option)$500,001 - $1,000,000 · Spouse | Jun 22, 2023 | Jun 15, 2023 | — | Filing for MSFT on Jun 15, 2023 |
| AAPL AAPLApple Inc. | Sale (partial)$500,001 - $1,000,000 · Spouse | Jun 6, 2023 | May 8, 2023 | ▲ 98.2%+7.9 pts vs S&P | Filing for AAPL on May 8, 2023 |
| AAPL AAPLApple Inc. | Purchase (option)$500,001 - $1,000,000 · Spouse | Apr 6, 2023 | Mar 17, 2023 | — | Filing for AAPL on Mar 17, 2023 |
| RBLX RBLXRoblox Corp | Sale (full) (option)$1.00 · Spouse | Jan 25, 2023 | Jan 20, 2023 | — | Filing for RBLX on Jan 20, 2023 |
| NFLX NFLXNetflix | Sale (partial)$250,001 - $500,000 · Spouse | Jan 12, 2023 | Dec 30, 2022 | ▲ 111.4%+5.2 pts vs S&P | Filing for NFLX on Dec 30, 2022 |
| NFLX NFLXNetflix | Sale (partial)$250,001 - $500,000 · Spouse | Jan 12, 2023 | Dec 29, 2022 | ▲ 114.1%+8.5 pts vs S&P | Filing for NFLX on Dec 29, 2022 |
| GOOG GOOGLAlphabet Inc. (Class A) | Sale (partial)$500,001 - $1,000,000 · Spouse | Jan 12, 2023 | Dec 28, 2022 | ▲ 227.4%+118.1 pts vs S&P | Filing for GOOGL on Dec 28, 2022 |
| PYPL PYPLPayPal | Sale (partial)$250,001 - $500,000 · Spouse | Jan 12, 2023 | Dec 28, 2022 | ▼ 12.0%−121.4 pts vs S&P | Filing for PYPL on Dec 28, 2022 |
| RBLX RBLXRoblox Corp | Sale (partial)$100,001 - $250,000 · Spouse | Jan 12, 2023 | Dec 28, 2022 | ▲ 63.9%−45.4 pts vs S&P | Filing for RBLX on Dec 28, 2022 |
| GOOG GOOGLAlphabet Inc. (Class A) | Sale (partial)$500,001 - $1,000,000 · Spouse | Jan 12, 2023 | Dec 21, 2022 | ▲ 214.4%+110.3 pts vs S&P | Filing for GOOGL on Dec 21, 2022 |
| PYPL PYPLPayPal | Sale (partial)$250,001 - $500,000 · Spouse | Jan 12, 2023 | Dec 21, 2022 | ▼ 14.1%−118.3 pts vs S&P | Filing for PYPL on Dec 21, 2022 |
| DIS DISThe Walt Disney Company | Sale (partial)$500,001 - $1,000,000 · Spouse | Jan 12, 2023 | Dec 21, 2022 | ▲ 34.2%−69.9 pts vs S&P | Filing for DIS on Dec 21, 2022 |
| GOOG GOOGLAlphabet Inc. (Class A) | Sale (partial)$500,001 - $1,000,000 · Spouse | Jan 12, 2023 | Dec 20, 2022 | ▲ 216.4%+109.2 pts vs S&P | Filing for GOOGL on Dec 20, 2022 |
| CRM CRMSalesforce | Sale (full) (option)$9.00 · Spouse | Jan 12, 2023 | Dec 20, 2022 | — | Filing for CRM on Dec 20, 2022 |
| TSLA TSLATesla, Inc. | Sale (partial)$500,001 - $1,000,000 · Spouse | Jan 12, 2023 | Dec 20, 2022 | ▲ 193.1%+85.8 pts vs S&P | Filing for TSLA on Dec 20, 2022 |
| V VVisa Inc. | Sale (partial)$1,000,001 - $5,000,000 · Spouse | Nov 30, 2022 | Nov 8, 2022 | ▲ 117.5%+10.1 pts vs S&P | Filing for V on Nov 8, 2022 |
| GOOG GOOGLAlphabet Inc. (Class A) | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Oct 14, 2022 | Sep 16, 2022 | — | Filing for GOOGL on Sep 16, 2022 |
| MU MUMicron Technology | Sale (full) (option)$15,001 - $50,000 · Spouse | Oct 14, 2022 | Sep 16, 2022 | — | Filing for MU on Sep 16, 2022 |
| NVDA NVDANVIDIA Corporation | Sale (full) (option)$100,001 - $250,000 · Spouse | Oct 14, 2022 | Sep 16, 2022 | — | Filing for NVDA on Sep 16, 2022 |
| DIS DISThe Walt Disney Company | Sale (full) (option)$1.00 · Spouse | Oct 14, 2022 | Sep 16, 2022 | — | Filing for DIS on Sep 16, 2022 |
| NVDA NVDANVIDIA Corporation | Sale (full)$1,000,001 - $5,000,000 · Spouse | Jul 26, 2022 | Jul 26, 2022 | ▲ 1126.9%+1023.5 pts vs S&P | Filing for NVDA on Jul 26, 2022 |
| V VVisa Inc. | Sale (partial)$1,000,001 - $5,000,000 · Spouse | Jul 14, 2022 | Jun 21, 2022 | ▲ 126.2%+14.1 pts vs S&P | Filing for V on Jun 21, 2022 |
| AAPL AAPLApple Inc. | Sale (partial) (option)$100,001 - $250,000 · Spouse | Jul 14, 2022 | Jun 17, 2022 | — | Filing for AAPL on Jun 17, 2022 |
| NVDA NVDANVIDIA Corporation | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Jul 14, 2022 | Jun 17, 2022 | — | Filing for NVDA on Jun 17, 2022 |
| AAPL AAPLApple Inc. | Purchase (option)$250,001 - $500,000 · Spouse | Jun 3, 2022 | May 24, 2022 | — | Filing for AAPL on May 24, 2022 |
| MSFT MSFTMicrosoft Corporation | Purchase (option)$50,001 - $100,000 · Spouse | Jun 3, 2022 | May 24, 2022 | — | Filing for MSFT on May 24, 2022 |
| MSFT MSFTMicrosoft Corporation | Purchase (option)$250,001 - $500,000 · Spouse | Jun 3, 2022 | May 24, 2022 | — | Filing for MSFT on May 24, 2022 |
| AAPL AAPLApple Inc. | Purchase (option)$500,001 - $1,000,000 · Spouse | Jun 3, 2022 | May 13, 2022 | — | Filing for AAPL on May 13, 2022 |
| TSLA TSLATesla, Inc. | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Mar 21, 2022 | Mar 17, 2022 | — | Filing for TSLA on Mar 17, 2022 |
| AXP AXPAmerican Express | Purchase (option)$250,001 - $500,000 · Spouse | Mar 4, 2022 | Jan 21, 2022 | — | Filing for AXP on Jan 21, 2022 |
| AAPL AAPLApple Inc. | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Mar 4, 2022 | Jan 21, 2022 | — | Filing for AAPL on Jan 21, 2022 |
| PYPL PYPLPayPal | Purchase (option)$500,001 - $1,000,000 · Spouse | Mar 4, 2022 | Jan 21, 2022 | — | Filing for PYPL on Jan 21, 2022 |
| DIS DISThe Walt Disney Company | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Mar 4, 2022 | Jan 21, 2022 | — | Filing for DIS on Jan 21, 2022 |
| AXP AXPAmerican Express | Purchase (option)$250,001 - $500,000 · Spouse | Feb 28, 2022 | Jan 21, 2022 | — | Filing for AXP on Jan 21, 2022 |
| AAPL AAPLApple Inc. | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Feb 28, 2022 | Jan 21, 2022 | — | Filing for AAPL on Jan 21, 2022 |
| PYPL PYPLPayPal | Purchase (option)$500,001 - $1,000,000 · Spouse | Feb 28, 2022 | Jan 21, 2022 | — | Filing for PYPL on Jan 21, 2022 |
| DIS DISThe Walt Disney Company | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Feb 28, 2022 | Jan 21, 2022 | — | Filing for DIS on Jan 21, 2022 |
| AAPL AAPLApple Inc. | Sale (partial)$500,001 - $1,000,000 · Spouse | Jan 12, 2022 | Dec 30, 2021 | ▲ 94.4%+26.1 pts vs S&P | Filing for AAPL on Dec 30, 2021 |
| AAPL AAPLApple Inc. | Sale (partial)$500,001 - $1,000,000 · Spouse | Jan 12, 2022 | Dec 30, 2021 | ▲ 94.4%+26.1 pts vs S&P | Filing for AAPL on Dec 30, 2021 |
| MU MUMicron Technology | Purchase (option)$250,001 - $500,000 · Spouse | Dec 29, 2021 | Dec 21, 2021 | — | Filing for MU on Dec 21, 2021 |
| RBLX RBLXRoblox Corp | Purchase (option)$250,001 - $500,000 · Spouse | Dec 29, 2021 | Dec 20, 2021 | — | Filing for RBLX on Dec 20, 2021 |
| CRM CRMSalesforce | Purchase (option)$500,001 - $1,000,000 · Spouse | Dec 29, 2021 | Dec 20, 2021 | — | Filing for CRM on Dec 20, 2021 |
| CRM CRMSalesforce | Purchase (option)$100,001 - $250,000 · Spouse | Dec 29, 2021 | Dec 20, 2021 | — | Filing for CRM on Dec 20, 2021 |
| GOOG GOOGLAlphabet Inc. (Class A) | Purchase (option)$500,001 - $1,000,000 · Spouse | Dec 29, 2021 | Dec 17, 2021 | — | Filing for GOOGL on Dec 17, 2021 |
| DIS DISThe Walt Disney Company | Purchase (option)$100,001 - $250,000 · Spouse | Dec 29, 2021 | Dec 17, 2021 | — | Filing for DIS on Dec 17, 2021 |
| NVDA NVDANVIDIA Corporation | Purchase$500,001 - $1,000,000 · Spouse | Aug 20, 2021 | Jul 23, 2021 | ▲ 937.9%+854.5 pts vs S&P | Filing for NVDA on Jul 23, 2021 |
| NVDA NVDANVIDIA Corporation | Purchase (option)$250,001 - $500,000 · Spouse | Aug 20, 2021 | Jul 23, 2021 | — | Filing for NVDA on Jul 23, 2021 |
| GOOG GOOGLAlphabet Inc. (Class A) | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Jul 2, 2021 | Jun 18, 2021 | — | Filing for GOOGL on Jun 18, 2021 |
| NVDA NVDANVIDIA Corporation | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Jul 2, 2021 | Jun 3, 2021 | — | Filing for NVDA on Jun 3, 2021 |
| AMZN AMZNAmazon | Purchase (option)$500,001 - $1,000,000 · Spouse | Jul 2, 2021 | May 21, 2021 | — | Filing for AMZN on May 21, 2021 |
| AAPL AAPLApple Inc. | Purchase (option)$100,001 - $250,000 · Spouse | Jul 2, 2021 | May 21, 2021 | — | Filing for AAPL on May 21, 2021 |
| MSFT MSFTMicrosoft Corporation | Purchase$1,000,001 - $5,000,000 · Spouse | Apr 9, 2021 | Mar 19, 2021 | ▲ 130.4%+22.6 pts vs S&P | Filing for MSFT on Mar 19, 2021 |
| MSFT MSFTMicrosoft Corporation | Purchase$1,000,001 - $5,000,000 · Spouse | Apr 9, 2021 | Mar 19, 2021 | ▲ 130.4%+22.6 pts vs S&P | Filing for MSFT on Mar 19, 2021 |
| AB ABAlliancebernstein Holding L.p. | Purchase$500,001 - $1,000,000 · Spouse | Mar 9, 2021 | Feb 23, 2021 | ▲ 53.3%−56.3 pts vs S&P | Filing for AB on Feb 23, 2021 |
| AB ABAlliancebernstein Holding L.p. | Purchase$500,001 - $1,000,000 · Spouse | Mar 9, 2021 | Feb 18, 2021 | ▲ 50.2%−57.6 pts vs S&P | Filing for AB on Feb 18, 2021 |
| AB ABAlliancebernstein Holding L.p. | Purchase$500,001 - $1,000,000 · Spouse | Jan 21, 2021 | Dec 22, 2020 | ▲ 70.6%−50.5 pts vs S&P | Filing for AB on Dec 22, 2020 |
| AAPL AAPLApple Inc. | Purchase (option)$250,001 - $500,000 · Spouse | Jan 21, 2021 | Dec 22, 2020 | — | Filing for AAPL on Dec 22, 2020 |
| TSLA TSLATesla, Inc. | Purchase (option)$500,001 - $1,000,000 · Spouse | Jan 21, 2021 | Dec 22, 2020 | — | Filing for TSLA on Dec 22, 2020 |
| DIS DISThe Walt Disney Company | Purchase (option)$500,001 - $1,000,000 · Spouse | Jan 21, 2021 | Dec 22, 2020 | — | Filing for DIS on Dec 22, 2020 |
| AAPL AAPLApple Inc. | Sale (partial)$500,001 - $1,000,000 · Spouse | Dec 10, 2020 | Nov 6, 2020 | ▲ 193.6%+60.7 pts vs S&P | Filing for AAPL on Nov 6, 2020 |
| CRWD CRWDCrowdStrike | Purchase$500,001 - $1,000,000 · Spouse | Oct 4, 2020 | Sep 3, 2020 | ▲ 648.4%+511.3 pts vs S&P | Filing for CRWD on Sep 3, 2020 |
| META METAMeta Platforms | Sale (full)$1,000,001 - $5,000,000 · Spouse | Sep 3, 2020 | Aug 7, 2020 | ▲ 128.2%−16.5 pts vs S&P | Filing for META on Aug 7, 2020 |
| AXP AXPAmerican Express | Purchase (option)$100,001 - $250,000 · Spouse | Jul 20, 2020 | Jun 24, 2020 | — | Filing for AXP on Jun 24, 2020 |
| PYPL PYPLPayPal | Purchase (option)$250,001 - $500,000 · Spouse | Jul 20, 2020 | Jun 24, 2020 | — | Filing for PYPL on Jun 24, 2020 |
| AAPL AAPLApple Inc. | Sale (full) (option)$1,000,001 - $5,000,000 · Spouse | Jul 20, 2020 | Jun 18, 2020 | — | Filing for AAPL on Jun 18, 2020 |
| NFLX NFLXNetflix | Purchase$1,000,001 - $5,000,000 · Spouse | Jul 20, 2020 | Jun 18, 2020 | ▲ 38.6%−125.2 pts vs S&P | Filing for NFLX on Jun 18, 2020 |
| CRM CRMSalesforce | Purchase$1,000,001 - $5,000,000 · Spouse | Jul 20, 2020 | Jun 18, 2020 | ▲ 22.8%−140.9 pts vs S&P | Filing for CRM on Jun 18, 2020 |
| PYPL PYPLPayPal | Purchase$500,001 - $1,000,000 · Spouse | Jul 20, 2020 | Jun 12, 2020 | ▼ 61.7%−232.0 pts vs S&P | Filing for PYPL on Jun 12, 2020 |
| PYPL PYPLPayPal | Purchase$500,001 - $1,000,000 · Spouse | Jul 20, 2020 | Jun 12, 2020 | ▼ 61.7%−232.0 pts vs S&P | Filing for PYPL on Jun 12, 2020 |
| AAPL AAPLApple Inc. | Sale (partial)$500,001 - $1,000,000 · Spouse | Jun 9, 2020 | May 8, 2020 | ▲ 351.1%+169.9 pts vs S&P | Filing for AAPL on May 8, 2020 |
| AAPL AAPLApple Inc. | Sale (partial)$500,001 - $1,000,000 · Spouse | Jun 9, 2020 | May 8, 2020 | ▲ 351.1%+169.9 pts vs S&P | Filing for AAPL on May 8, 2020 |
| AAPL AAPLApple Inc. | Sale (partial)$1,000,001 - $5,000,000 · Spouse | Jun 9, 2020 | May 8, 2020 | ▲ 351.1%+169.9 pts vs S&P | Filing for AAPL on May 8, 2020 |
| META METAMeta Platforms | Sale (partial)$1,000,001 - $5,000,000 · Spouse | Jun 9, 2020 | May 8, 2020 | ▲ 188.5%+7.3 pts vs S&P | Filing for META on May 8, 2020 |
| IBKR IBKRInteractive Brokers | Sale (partial)$100,001 - $250,000 · Spouse | Jun 9, 2020 | May 8, 2020 | ▲ 655.2%+474.0 pts vs S&P | Filing for IBKR on May 8, 2020 |
| MORN MORNMorningstar, Inc. | Sale (partial)$100,001 - $250,000 · Spouse | Jun 9, 2020 | May 8, 2020 | ▲ 74.4%−106.8 pts vs S&P | Filing for MORN on May 8, 2020 |
| V VVisa Inc. | Sale (partial)$500,001 - $1,000,000 · Spouse | Jun 9, 2020 | May 8, 2020 | ▲ 140.9%−40.3 pts vs S&P | Filing for V on May 8, 2020 |
| V VVisa Inc. | Sale (partial)$500,001 - $1,000,000 · Spouse | Jun 9, 2020 | May 8, 2020 | ▲ 140.9%−40.3 pts vs S&P | Filing for V on May 8, 2020 |
| MSFT MSFTMicrosoft Corporation | Purchase (option)$100,001 - $250,000 · sp | Apr 1, 2020 | Feb 28, 2020 | — | Filing for MSFT on Feb 28, 2020 |
| GOOG GOOGLAlphabet Inc. (Class A) | Purchase (option)$500,001 - $1,000,000 · sp | Apr 1, 2020 | Feb 27, 2020 | — | Filing for GOOGL on Feb 27, 2020 |
| MSFT MSFTMicrosoft Corporation | Purchase (option)$500,001 - $1,000,000 · sp | Apr 1, 2020 | Feb 21, 2020 | — | Filing for MSFT on Feb 21, 2020 |
| MSFT MSFTMicrosoft Corporation | Purchase (option)$250,001 - $500,000 · sp | Apr 1, 2020 | Feb 20, 2020 | — | Filing for MSFT on Feb 20, 2020 |
| AMZN AMZNAmazon | Sale (full) (option)$250,001 - $500,000 · Spouse | Jul 20, 2020 | Jan 16, 2020 | — | Filing for AMZN on Jan 16, 2020 |
| AMZN AMZNAmazon | Sale (full) (option)$250,001 - $500,000 · Spouse | Jul 20, 2020 | Jan 16, 2020 | — | Filing for AMZN on Jan 16, 2020 |
| AMZN AMZNAmazon | Purchase (option)$1,000,001 - $5,000,000 · Spouse | Feb 11, 2020 | Jan 16, 2020 | — | Filing for AMZN on Jan 16, 2020 |
| AMZN AMZNAmazon | Sale (full) (option)$250,001 - $500,000 · Spouse | Feb 11, 2020 | Jan 16, 2020 | — | Filing for AMZN on Jan 16, 2020 |
| AMZN AMZNAmazon | Sale (full) (option)$250,001 - $500,000 · Spouse | Feb 11, 2020 | Jan 16, 2020 | — | Filing for AMZN on Jan 16, 2020 |
| META METAMeta Platforms | Purchase (option)$250,001 - $500,000 · Spouse | Feb 11, 2020 | Jan 16, 2020 | — | Filing for META on Jan 16, 2020 |
| META METAMeta Platforms | Purchase (option)$250,001 - $500,000 · Spouse | Feb 11, 2020 | Jan 16, 2020 | — | Filing for META on Jan 16, 2020 |
| V VVisa Inc. | Sale (partial)$100,001 - $250,000 · Spouse | Sep 19, 2019 | Aug 7, 2019 | ▲ 155.5%−34.4 pts vs S&P | Filing for V on Aug 7, 2019 |
| V VVisa Inc. | Sale (partial)$100,001 - $250,000 · Spouse | Sep 18, 2019 | Aug 7, 2019 | ▲ 155.5%−34.4 pts vs S&P | Filing for V on Aug 7, 2019 |
| V VVisa Inc. | Sale (partial)$100,001 - $250,000 · Spouse | Sep 18, 2019 | Aug 7, 2019 | ▲ 155.5%−34.4 pts vs S&P | Filing for V on Aug 7, 2019 |
| AMZN AMZNAmazon | Purchase (option)$500,001 - $1,000,000 · Spouse | Aug 13, 2019 | Jul 22, 2019 | — | Filing for AMZN on Jul 22, 2019 |
| NFLX NFLXNetflix | Purchase (option)$100,001 - $250,000 · Spouse | Aug 13, 2019 | Jul 22, 2019 | — | Filing for NFLX on Jul 22, 2019 |
| NFLX NFLXNetflix | Purchase (option)$250,001 - $500,000 · Spouse | Aug 13, 2019 | Jul 5, 2019 | — | Filing for NFLX on Jul 5, 2019 |
| CRM CRMSalesforce | Purchase (option)$100,001 - $250,000 · sp | Jul 11, 2019 | Jun 18, 2019 | — | Filing for CRM on Jun 18, 2019 |
| CRM CRMSalesforce | Purchase (option)$50,001 - $100,000 · sp | Jul 11, 2019 | Jun 14, 2019 | — | Filing for CRM on Jun 14, 2019 |
| T TAT&T | Purchase$250,001 - $500,000 · sp | Nov 8, 2018 | Oct 24, 2018 | ▲ 62.3%−157.2 pts vs S&P | Filing for T on Oct 24, 2018 |
| AMZN AMZNAmazon | Purchase (option)$1,000,001 - $5,000,000 · sp | Nov 8, 2018 | Oct 12, 2018 | — | Filing for AMZN on Oct 12, 2018 |
| META METAMeta Platforms | Purchase (option)$100,001 - $250,000 · sp | Nov 8, 2018 | Oct 9, 2018 | — | Filing for META on Oct 9, 2018 |
| AAPL AAPLApple Inc. | Purchase (option)$500,001 - $1,000,000 · sp | Oct 25, 2018 | Sep 20, 2018 | — | Filing for AAPL on Sep 20, 2018 |
| AAPL AAPLApple Inc. | Purchase (option)$500,001 - $1,000,000 · sp | Oct 25, 2018 | Sep 20, 2018 | — | Filing for AAPL on Sep 20, 2018 |
| AAPL AAPLApple Inc. | Purchase (option)$500,001 - $1,000,000 · sp | Oct 25, 2018 | Sep 11, 2018 | — | Filing for AAPL on Sep 11, 2018 |
| AMZN AMZNAmazon | Purchase (option)$500,001 - $1,000,000 · sp | Sep 6, 2018 | Jul 27, 2018 | — | Filing for AMZN on Jul 27, 2018 |
| META METAMeta Platforms | Purchase (option)$50,001 - $100,000 · sp | Sep 6, 2018 | Jul 27, 2018 | — | Filing for META on Jul 27, 2018 |
| DBX DBXDropbox, Inc. | Purchase$250,001 - $500,000 · Spouse | Apr 16, 2018 | Mar 27, 2018 | ▲ 19.2%−209.0 pts vs S&P | Filing for DBX on Mar 27, 2018 |
| AAPL AAPLApple Inc. | Purchase (option)$100,001 - $250,000 · sp | Feb 26, 2018 | Feb 2, 2018 | — | Filing for AAPL on Feb 2, 2018 |
| AAPL AAPLApple Inc. | Purchase (option)$100,001 - $250,000 · sp | Feb 26, 2018 | Feb 2, 2018 | — | Filing for AAPL on Feb 2, 2018 |
| AAPL AAPLApple Inc. | Sale (full)$250,001 - $500,000 · Spouse | Jan 10, 2018 | Dec 29, 2017 | ▲ 756.0%+534.1 pts vs S&P | Filing for AAPL on Dec 29, 2017 |
| AAPL AAPLApple Inc. | Sale (full)$1,000,001 - $5,000,000 · Spouse | Jan 10, 2018 | Dec 28, 2017 | ▲ 746.7%+526.1 pts vs S&P | Filing for AAPL on Dec 28, 2017 |
| V VVisa Inc. | Sale (full)$500,001 - $1,000,000 · Spouse | Jan 10, 2018 | Dec 28, 2017 | ▲ 295.7%+75.1 pts vs S&P | Filing for V on Dec 28, 2017 |
| AAPL AAPLApple Inc. | Sale (full)$100,001 - $250,000 · Spouse | Jan 10, 2018 | Dec 21, 2017 | ▲ 727.7%+506.7 pts vs S&P | Filing for AAPL on Dec 21, 2017 |
| V VVisa Inc. | Sale (full)$100,001 - $250,000 · Spouse | Jan 10, 2018 | Dec 21, 2017 | ▲ 302.5%+81.5 pts vs S&P | Filing for V on Dec 21, 2017 |
| AAPL AAPLApple Inc. | Purchase (option)$500,001 - $1,000,000 · Spouse | Jul 20, 2017 | Jun 15, 2017 | — | Filing for AAPL on Jun 15, 2017 |
| AAPL AAPLApple Inc. | Sale (full) (option)$250,001 - $500,000 · Spouse | Feb 14, 2017 | Jan 20, 2017 | — | Filing for AAPL on Jan 20, 2017 |
| XYZ XYZBlock, Inc. | Purchase (option)$15,001 - $50,000 · Spouse | Feb 14, 2017 | Jan 20, 2017 | — | Filing for XYZ on Jan 20, 2017 |
| AAPL AAPLApple Inc. | Purchase (option)$500,001 - $1,000,000 · Spouse | Feb 14, 2017 | Jan 19, 2017 | — | Filing for AAPL on Jan 19, 2017 |
| MGRC MGRCMcgrath Rentcorp | Sale (full)$250,001 - $500,000 · Spouse | Aug 17, 2016 | Jul 21, 2016 | ▲ 404.8%+95.5 pts vs S&P | Filing for MGRC on Jul 21, 2016 |
| V VVisa Inc. | Sale (full)$50,001 - $100,000 · Spouse | Aug 17, 2016 | Jul 21, 2016 | ▲ 480.6%+171.3 pts vs S&P | Filing for V on Jul 21, 2016 |
| AAPL AAPLApple Inc. | Purchase (option)$100,001 - $250,000 | May 24, 2016 | May 17, 2016 | — | Filing for AAPL on May 17, 2016 |
| XYZ XYZBlock, Inc. | Purchase (option)$1,001 - $15,000 | May 24, 2016 | May 17, 2016 | — | Filing for XYZ on May 17, 2016 |
| DIS DISThe Walt Disney Company | Purchase (option)$500,001 - $1,000,000 | Feb 17, 2016 | Jan 15, 2016 | — | Filing for DIS on Jan 15, 2016 |
| AAPL AAPLApple Inc. | Purchase (option)$250,001 - $500,000 | Feb 17, 2016 | Jan 13, 2016 | — | Filing for AAPL on Jan 13, 2016 |
| CRM CRMSalesforce | Sale (full)$50,001 - $100,000 | Feb 2, 2016 | Dec 30, 2015 | ▲ 191.3%−143.0 pts vs S&P | Filing for CRM on Dec 30, 2015 |
| V VVisa Inc. | Sale (full)$100,001 - $250,000 | Feb 2, 2016 | Dec 30, 2015 | ▲ 486.0%+151.7 pts vs S&P | Filing for V on Dec 30, 2015 |
| V VVisa Inc. | Sale (full)$250,001 - $500,000 | Feb 2, 2016 | Dec 29, 2015 | ▲ 479.6%+148.4 pts vs S&P | Filing for V on Dec 29, 2015 |
| HTZ HTZHertz Global Holdings, Inc | Purchase (option)$100,001 - $250,000 | Jul 28, 2015 | Jul 16, 2015 | — | Filing for HTZ on Jul 16, 2015 |
| HTZ HTZHertz Global Holdings, Inc | Purchase (option)$15,001 - $50,000 | Jul 28, 2015 | Jul 15, 2015 | — | Filing for HTZ on Jul 15, 2015 |
| V VVisa Inc. | Sale (full)$100,001 - $250,000 | Jan 12, 2015 | Dec 30, 2014 | — | Filing for V on Dec 30, 2014 |
| V VVisa Inc. | Sale (full)$250,001 - $500,000 | Jan 12, 2015 | Dec 29, 2014 | — | Filing for V on Dec 29, 2014 |
| DIS DISThe Walt Disney Company | Purchase (option)$50,001 - $100,000 | Jul 7, 2015 | Dec 10, 2014 | — | Filing for DIS on Dec 10, 2014 |
| DIS DISThe Walt Disney Company | Purchase$50,001 - $100,000 | Jan 12, 2015 | Dec 10, 2014 | — | Filing for DIS on Dec 10, 2014 |
| HTZ HTZHertz Global Holdings, Inc | Purchase (option)$50,001 - $100,000 | Jul 7, 2015 | Nov 28, 2014 | — | Filing for HTZ on Nov 28, 2014 |
| DIS DISThe Walt Disney Company | Purchase (option)$1,001 - $15,000 | Jul 7, 2015 | Nov 28, 2014 | — | Filing for DIS on Nov 28, 2014 |
| HTZ HTZHertz Global Holdings, Inc | Purchase (option)$100,001 - $250,000 | Jul 7, 2015 | Nov 25, 2014 | — | Filing for HTZ on Nov 25, 2014 |
| HTZ HTZHertz Global Holdings, Inc | Purchase (option)$50,001 - $100,000 | Jul 7, 2015 | Nov 6, 2014 | — | Filing for HTZ on Nov 6, 2014 |
| HTZ HTZHertz Global Holdings, Inc | Purchase (option)$15,001 - $50,000 | Jul 7, 2015 | Nov 5, 2014 | — | Filing for HTZ on Nov 5, 2014 |