Donald S. Beyer, Jr. Democrat · VA-8
House of Representatives · in office · serving since 2015 · born June 20, 1950
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
973
across 56 filings
Securities traded
72
0 active in 6 months
Disclosed range total
$27,729,972
sum of filed minimums
In plain language
Of 973 disclosed trades, 1 was flagged by the site's published rules — 0.1%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 1 · committee window
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| VA-8 | 114th–119th | 2015–2027 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| House Committee on Science, Space, and Technology | Member | 18 | minority | record |
| House Committee on Ways and Means | Member | 12 | minority | record |
| Joint Economic Committee | Member | 7 | minority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Ways and Means | Member | 2023-02 → 2024-11 |
| 118th | Joint Economic Committee | Member | 2023-05 → 2024-11 |
| 117th | House Committee on Science, Space, and Technology | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Ways and Means | Member | 2021-03 → 2022-11 |
| 117th | Joint Economic Committee | Chairman | 2021-07 → 2022-11 |
| 116th | House Committee on Natural Resources | Member | 2019-01 → 2019-01 |
| 116th | House Committee on Science, Space, and Technology | Member | 2019-01 → 2020-12 |
| 116th | House Committee on Ways and Means | Member | 2019-02 → 2020-12 |
| 115th | House Committee on Natural Resources | Member | 2017-01 → 2018-12 |
| 115th | House Committee on Science, Space, and Technology | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Natural Resources | Member | 2015-02 → 2016-12 |
| 114th | House Committee on Science, Space, and Technology | Member | 2015-02 → 2016-12 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
No transactions disclosed in the last 6 months.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 19 | 12 / 7 | $183,510 | 2019-11 → 2022-03 |
| FANUF | Fanuc Limited Ordinary Shares (FANUF) | — | 16 | 11 / 5 | $128,008 | 2019-11 → 2022-03 |
| DAIUF | Daifuku Co Ltd Ordinary Shares (DAIUF) | — | 18 | 9 / 9 | $168,509 | 2019-11 → 2022-03 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 17 | 8 / 9 | $185,009 | 2019-11 → 2022-02 |
| ISRG | Intuitive Surgical, Inc. - Common Stock… | Medical Devices | 11 | 6 / 5 | $112,506 | 2019-11 → 2022-02 |
| MSCI | MSCI Inc. Common Stock (MSCI) | Business Services | 15 | 7 / 8 | $169,008 | 2019-11 → 2022-02 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) | Capital Markets | 13 | 9 / 4 | $128,507 | 2019-11 → 2022-02 |
| NKE | Nike Inc | Materials | 13 | 9 / 4 | $128,507 | 2019-11 → 2022-02 |
| NVS | Novartis Ag ADR | Pharmaceuticals & Biotech | 16 | 9 / 7 | $128,008 | 2019-11 → 2022-02 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 14 | 7 / 7 | $161,007 | 2019-11 → 2022-02 |
| PEP | Pepsico Inc | Food & Beverage | 14 | 8 / 6 | $112,007 | 2019-11 → 2022-02 |
| ROP | Roper Technologies, Inc. (ROP) | Medical Devices | 15 | 8 / 7 | $169,008 | 2019-11 → 2022-02 |
| TRNO | Terreno Realty Corporation (TRNO) | Real Estate | 15 | 9 / 6 | $144,508 | 2019-11 → 2022-02 |
| TJX | TJX Companies | Retail & Consumer | 16 | 9 / 7 | $128,008 | 2019-11 → 2022-02 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 11 | 6 / 5 | $112,506 | 2019-11 → 2022-02 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 14 | 9 / 5 | $136,507 | 2019-11 → 2022-02 |
| NTLA | Intellia Therapeutics, Inc. - Common St… | Pharmaceuticals & Biotech | 10 | 4 / 6 | $104,505 | 2019-12 → 2022-02 |
| GH | Guardant Health Inc | Healthcare Services | 10 | 4 / 6 | $80,005 | 2020-02 → 2022-02 |
| IAU | iShares gold Trust Shares of the iShare… | Capital Markets | 8 | 3 / 5 | $88,504 | 2020-02 → 2022-02 |
| COST | Costco Wholesale | Retail & Consumer | 10 | 7 / 3 | $104,505 | 2020-03 → 2022-02 |
| REGN | Regeneron Pharmaceuticals, Inc. - Commo… | Pharmaceuticals & Biotech | 7 | 4 / 3 | $56,004 | 2020-05 → 2022-02 |
| ASML | ASML Holding N.V. - New York Registry S… | Industrials | 7 | 4 / 3 | $80,504 | 2020-06 → 2022-02 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 5 | 4 / 1 | $40,003 | 2020-11 → 2022-02 |
| KAI | Kadant Inc (KAI) | Industrials | 5 | 4 / 1 | $40,003 | 2020-12 → 2022-02 |
| CDNS | Cadence Design Systems, Inc. - Common S… | Software & IT Services | 4 | 3 / 1 | $32,002 | 2021-03 → 2022-02 |
| FNV | Franco-Nevada Corporation (FNV) | Mining & Metals | 4 | 2 / 2 | $32,002 | 2021-05 → 2022-02 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2021-12 → 2022-02 |
| NSRGY | NESTLE S.A S/ADR (NSRGY) | — | 13 | 7 / 6 | $104,007 | 2019-11 → 2022-02 |
| V | Visa Inc. (V) | Business Services | 12 | 5 / 7 | $120,506 | 2019-11 → 2022-02 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 15 | 7 / 8 | $120,008 | 2019-11 → 2022-02 |
| DIS | Walt Disney Company | Media & Entertainment | 13 | 9 / 4 | $104,007 | 2019-11 → 2022-02 |
| ACN | Accenture Plc | Business Services | 14 | 9 / 5 | $136,507 | 2019-11 → 2022-02 |
| TGT | Target Corp | Retail & Consumer | 15 | 10 / 5 | $144,508 | 2019-11 → 2022-02 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 12 | 8 / 4 | $145,006 | 2019-11 → 2022-02 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 9 | 4 / 5 | $121,005 | 2019-11 → 2022-02 |
| EL | Estee Lauder Companies | Chemicals | 17 | 11 / 6 | $160,509 | 2019-11 → 2022-02 |
| CYRX | CryoPort, Inc. (CYRX) | Pharmaceuticals & Biotech | 14 | 7 / 7 | $112,007 | 2019-11 → 2022-02 |
| CGNX | Cognex Corporation | Medical Devices | 14 | 8 / 6 | $112,007 | 2019-11 → 2022-02 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 17 | 10 / 7 | $252,009 | 2019-11 → 2022-02 |
| ECL | Ecolab Inc | Chemicals | 15 | 7 / 8 | $144,508 | 2019-11 → 2022-02 |
| PI | Impinj, Inc. - Common Stock (PI) | Semiconductors | 5 | 3 / 2 | $64,503 | 2019-11 → 2022-02 |
| GS | Goldman Sachs Group | Capital Markets | 18 | 12 / 6 | $168,509 | 2019-11 → 2022-02 |
| ILMN | Illumina, Inc. - Common Stock (ILMN) | Medical Devices | 15 | 8 / 7 | $144,508 | 2019-11 → 2022-02 |
| SQ | Block, Inc. Class A Common Stock, (SQ) | — | 11 | 3 / 8 | $88,006 | 2020-01 → 2022-02 |
| KMX | CarMax Inc (KMX) | Retail & Consumer | 1 | 0 / 1 | $32,501 | 2022-02 → 2022-02 |
| BBH | VanEck Biotech ETF (BBH) | — | 2 | 1 / 1 | $16,001 | 2021-12 → 2022-01 |
| AXTE | iShares MSCI ACWI ex US Telecommunicati… | — | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| AXHE | iShares MSCI ACWI ex US Healthcare ETF … | — | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| PNC | PNC Financial Services Group, Inc. (PNC) | Banking | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| IXJ | iShares global Healthcare ETF (IXJ) | — | 1 | 1 / 0 | $8,001 | 2021-12 → 2021-12 |
| IYZ | iShares U.S. Telecommunications ETF (IY… | — | 1 | 1 / 0 | $8,001 | 2021-12 → 2021-12 |
| FVRR | Fiverr International Ltd. Ordinary Shar… | — | 3 | 1 / 2 | $24,002 | 2020-08 → 2021-12 |
| AAGIY | AIA Group Limited | — | 2 | 1 / 1 | $16,001 | 2021-01 → 2021-12 |
| TDOC | Teladoc Health, Inc. (TDOC) | Healthcare Services | 17 | 8 / 9 | $160,509 | 2019-11 → 2021-11 |
| LVMHF | LVMH Moet Hennessy Louis Vuitton Ordina… | — | 6 | 2 / 4 | $48,003 | 2020-04 → 2021-10 |
| LDNXF | London Stock Exchange Group plc Ordinar… | — | 7 | 3 / 4 | $56,004 | 2020-01 → 2021-05 |
| MS | Morgan Stanley Common Stock (MS) | Capital Markets | 1 | 1 / 0 | $32,501 | 2021-05 → 2021-05 |
| SPLK | 2000084719 Splunk Inc. (SPLK) | — | 14 | 7 / 7 | $112,007 | 2019-11 → 2021-04 |
| RHHBF | Roche Holdings Ag Basel Ordinary Shares… | — | 3 | 1 / 2 | $24,002 | 2020-07 → 2021-04 |
| EDIT | Editas Medicine, Inc. | Pharmaceuticals & Biotech | 11 | 7 / 4 | $88,006 | 2019-11 → 2021-04 |
| SLB | Schlumberger N.V. | Oil & Gas | 2 | 1 / 1 | $16,001 | 2021-03 → 2021-03 |
| RDS.A | Royal Dutch Shell PLC Royal Dutch Shell… | — | 2 | 1 / 1 | $16,001 | 2021-03 → 2021-03 |
| AAIGF | AIA group, Ltd. Ordinary Shares (AAIgF) | — | 1 | 1 / 0 | $8,001 | 2021-02 → 2021-02 |
| MCO | Moody's Corporation Common Stock | Business Services | 2 | 1 / 1 | $16,001 | 2020-08 → 2021-01 |
| C | Citigroup Inc | Banking | 12 | 7 / 5 | $120,506 | 2019-11 → 2020-07 |
| CME | CME Group Inc. - Class A Common Stock (… | Capital Markets | 5 | 4 / 1 | $40,003 | 2019-11 → 2020-07 |
| FLIR | FLIR Systems, Inc. (FLIR) | — | 9 | 6 / 3 | $72,005 | 2019-11 → 2020-06 |
| DAL | Delta Air Lines, Inc. Common Stock (DAL) | Transportation | 6 | 4 / 2 | $48,003 | 2019-11 → 2020-04 |
| RHHBY | ROCHE HOLDING LTD S/ADR (RHHBY) | — | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| CONE | CyrusOne Inc - Common Stock | Banking | 4 | 2 / 2 | $25,003 | 2019-11 → 2020-02 |
| LVMUY | LVMH Moet Hennessy Louis Vuitton Unspon… | — | 7 | 7 / 0 | $56,004 | 2019-11 → 2020-02 |
| HZN | Horizon global Corporation Common Share… | — | 1 | 1 / 0 | $8,001 | 2020-02 → 2020-02 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2022 | +4.8% | 59 | $1,053,530 |
| 2021 | +3.6% | 82 | $687,542 |
| 2020 | +1.9% | 288 | $2,622,644 |
| 2019 | +7.6% | 136 | $1,088,068 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-06-18 | — | Virginia Commlth 5.00% 09/15/29 | buy | $50,001 – $100,000 | joint | record |
| 2026-02-19 | — | Arlington Cnty VA 5.00% 7/01/35 | buy | $15,001 – $50,000 | joint | record |
| 2026-01-29 | — | University Wash Univ 4.00% 12/01/33 | buy | $15,001 – $50,000 | joint | record |
| 2026-01-20 | — | Madison Conn Go Bd 3.5% 12/18/25 | buy | $50,001 – $100,000 | joint | record |
| 2026-01-15 | — | Virginia St Pub Bldg 4.00% 08/01/36 | buy | $50,001 – $100,000 | joint | record |
| 2026-01-07 | — | Ohio St Gen Oblig 5.00% 11/01/34 | buy | $15,001 – $50,000 | joint | record |
| 2025-12-18 | — | Madison Conn GO BD 3.5% 12/18/25 | sell | $50,001 – $100,000 | joint | record |
| 2025-12-18 | — | King CNTY Wash Ltd 4.00% 12/1/32 | sell | $15,001 – $50,000 | joint | record |
| 2025-12-10 | — | Virginia ST 4.00% 8/1/38 | sell | $50,001 – $100,000 | joint | record |
| 2025-10-31 | — | King Cnty Wash 4.00% 12/01/32 | buy | $15,001 – $50,000 | joint | record |
| 2025-10-23 | — | St John Baptist Parish Var 06/01/37 | buy | $50,001 – $100,000 | joint | record |
| 2025-10-22 | — | Connecticut St SPL Tax 5.00% 01/01/37 | buy | $15,001 – $50,000 | joint | record |
| 2025-10-14 | — | North Allegheny PA Sch 5.00% | exchange | $15,001 – $50,000 | joint | record |
| 2025-09-18 | — | Massachusetts St Sch Bld 5.00% | exchange | $50,001 – $100,000 | joint | record |
| 2025-07-01 | — | Oklahoma Cnt OK Independent | exchange | $15,001 – $50,000 | joint | record |
| 2025-04-08 | — | University of Washington 4.00% 12/01/33 | buy | $15,001 – $50,000 | joint | record |
| 2025-02-12 | — | Maryland St Health Var 07/01/45 | buy | $50,001 – $100,000 | joint | record |
| 2024-12-23 | — | Duke Street LLC, 50% Interest | sell | $5,000,001 – $25,000,000 | joint | record |
| 2024-12-04 | — | Oklahoma Cnty OK Indep 3.00% 07.01.25 | buy | $1,001 – $15,000 | joint | record |
| 2024-12-04 | — | Oklahoma Cnty OK Indep 3.00% 07.01.25 | buy | $1,001 – $15,000 | joint | record |
| 2024-12-02 | — | Dallas Tex Area Rapid 5.00% 12/01/25 | exchange | $1,001 – $15,000 | joint | record |
| 2024-11-21 | — | Virginia State Housing Development | buy | $15,001 – $50,000 | joint | record |
| 2024-11-21 | — | Virginia State Housing Development | buy | $15,001 – $50,000 | joint | record |
| 2024-11-14 | — | Oregon State Housing & Community Var 01/10/48 | buy | $15,001 – $50,000 | joint | record |
| 2024-10-29 | — | Delaware Valley PA 4.00% 03/01/33 | buy | $15,001 – $50,000 | joint | record |
| 2024-10-28 | — | North Carolina TPK 4.00% 01/01/33 | buy | $15,001 – $50,000 | joint | record |
| 2024-10-24 | — | Long Island Power Authority NY | buy | $15,001 – $50,000 | joint | record |
| 2024-10-18 | — | New Jersey State 5.00% 06/15/33 | buy | $15,001 – $50,000 | joint | record |
| 2024-10-16 | — | Aiken Cnty SC Cons Sch 4.00% 04/01/37 | buy | $15,001 – $50,000 | joint | record |
| 2024-10-09 | — | North Las Vegas Nev 4.00% 06/01/36 | buy | $15,001 – $50,000 | joint | record |
| 2024-10-09 | — | Chicago Ill O'Hare 4.00% 01/01/36 | buy | $15,001 – $50,000 | joint | record |
| 2024-10-03 | — | Clark Cnty Nev Sch 4.00% 06/15/37 | buy | $15,001 – $50,000 | joint | record |
| 2024-10-02 | — | Jefferson Cnty KY 4.00% 09/01/36 | buy | $15,001 – $50,000 | joint | record |
| 2024-10-02 | — | District Columbia Go 5.00% 06/01/35 | exchange | $15,001 – $50,000 | joint | record |
| 2024-08-30 | — | Garden of Eden LLC, 40% Interest | sell | $5,000,001 – $25,000,000 | joint | record |
| 2024-05-31 | — | Wise Cnty VA V-A 1.875% 11-01-40 | sell | $15,001 – $50,000 | joint | record |
| 2024-05-31 | — | Wise Cnty VA Indl Var 11-01-40 | buy | $15,001 – $50,000 | joint | record |
| 2024-05-23 | — | Putnam Cnty WVA Brd Ed 1.123% 05/01/24 | sell | $15,001 – $50,000 | joint | record |
| 2024-05-02 | — | Metropolitan Wash DC 5.00% 10/01/31 | buy | $15,001 – $50,000 | joint | record |
| 2024-03-28 | — | Virginia St Hsg Dev 3.65% 04/01/33 | buy | $15,001 – $50,000 | joint | record |
| 2023-09-15 | — | Wisconsin St Health & EDL 5.00% 09/15/30 | sell | $1,001 – $15,000 | joint | record |
| 2023-06-30 | — | Union-Endicott NY Cent 3.75% 06/30/23 | sell | $1,001 – $15,000 | joint | record |
| 2023-06-06 | — | Virginia College Bldg 4.00% 02/01/33 | sell | $15,001 – $50,000 | joint | record |
| 2023-06-06 | — | District Columbia Go 5.00% 06/01/35 | buy | $15,001 – $50,000 | joint | record |
| 2023-04-18 | — | New York ST MTG AGY 3.45% 10/01/33 | sell | $15,001 – $50,000 | joint | record |
| 2023-03-16 | — | Wisconsin St Health & EDL 5.00% 09/15/30 | buy | $1,001 – $15,000 | joint | record |
| 2023-02-01 | — | Virginia College Bldg 4.375% 02/01/32 | sell | $15,001 – $50,000 | joint | record |
| 2022-11-10 | — | Virginia St Pub 3.00% 10/01/38 | sell | $15,001 – $50,000 | joint | record |
| 2022-11-10 | — | Clark Cnty Nev Limited 3.00% 06/01/37 | buy | $15,001 – $50,000 | joint | record |
| 2022-07-28 | — | Union-Endicott NY Central School District | buy | $15,001 – $50,000 | joint | record |
| 2022-06-02 | — | Farmington NM Pollutn Var 06/01/40 | sell | $15,001 – $50,000 | joint | record |
| 2022-05-02 | — | New York NY City Transitional Fin Auth | sell | $15,001 – $50,000 | joint | record |
| 2022-04-11 | — | California St GO BDS 4.25% 04/01/35 | sell | $15,001 – $50,000 | joint | record |
| 2022-04-07 | — | Halifax County VA Indl Dev Var 12/01/41 | sell | $15,001 – $50,000 | joint | record |
| 2022-03-07 | — | Virginia College Bldg 3.00% 02/01/37 | sell | $15,001 – $50,000 | joint | record |
| 2022-03-07 | NEE | NextEra Energy, Inc. (NEE) | sell | $1,001 – $15,000 | joint | record |
| 2022-03-01 | — | VgP N.V. NPV common | sell | $15,001 – $50,000 | joint | record |
| 2022-03-01 | FANUF | Fanuc Limited Ordinary Shares (FANUF) | sell | $1,001 – $15,000 | joint | record |
| 2022-03-01 | DAIUF | Daifuku Co Ltd Ordinary Shares (DAIUF) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | DIS | Walt Disney Company (DIS) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | VZ | Verizon Communications Inc. (VZ) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | UNH | UnitedHealth group Incorporated Common Stock (UNH) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | TJX | TJX Companies, Inc. (TJX) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | TRNO | Terreno Realty Corporation (TRNO) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | TGT | Target Corporation (TgT) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | ROP | Roper Technologies, Inc. (ROP) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | REGN | Regeneron Pharmaceuticals, Inc. (REgN) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | PEP | Pepsico, Inc. (PEP) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | NVDA | NVIDIA Corporation (NVDA) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | NVS | Novartis Ag (NVS) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | NKE | Nike, Inc. (NKE) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | NSRGY | Nestle SA Sponsored ADR representing Registered Shares Series B (NSRgY) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | NDAQ | Nasdaq, Inc. (NDAQ) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | MSCI | MSCI Inc (MSCI) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | MSFT | Microsoft Corporation (MSFT) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | — | LVMH Moet Hennessy Louis | sell | $15,001+ | joint | record |
| 2022-02-28 | KAI | Kadant Inc (KAI) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | JPM | JP Morgan Chase & Co. (JPM) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | IAU | iShares gold Trust Shares of the iShares gold Trust (IAU) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | ISRG | Intuitive Surgical, Inc. (ISRg) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | NTLA | Intellia Therapeutics, Inc. (NTLA) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | PI | Impinj, Inc. (PI) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | ILMN | Illumina, Inc. (ILMN) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | GH | guardant Health, Inc. (gH) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | GS | goldman Sachs group, Inc. (gS) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | FNV | Franco-Nevada Corporation (FNV) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | EL | Estee Lauder Companies, Inc. (EL) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | ECL | Ecolab Inc. (ECL) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | CVS | CVS Health Corporation (CVS) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | CYRX | CryoPort, Inc. (CYRX) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | COST | Costco Wholesale Corporation (COST) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | CGNX | Cognex Corporation (CgNX) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | CDNS | Cadence Design Systems, Inc. (CDNS) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | BRK.B | Berkshire Hathaway Inc. New (BRK.B) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-28 | ASML | ASML Holding N.V. - New York Registry Shares (ASML) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | AAPL | Apple Inc. (AAPL) | sell | $50,001 – $100,000 | joint | record |
| 2022-02-28 | AMZN | Amazon.com, Inc. (AMZN) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | GOOG | Alphabet Inc. - Class C Capital Stock (gOOg) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-28 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $15,001 – $50,000 | joint | record |
| 2022-02-10 | SQ | Block, Inc. Class A Common Stock, (SQ) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-08 | — | Fontana Calif Univ Sch 3.00% 08/01/38 | buy | $15,001 – $50,000 | joint | record |
| 2022-02-03 | MSCI | MSCI Inc (MSCI) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-03 | BRK.B | Berkshire Hathaway Inc. New (BRK.B) | buy | $1,001 – $15,000 | joint | record |
| 2022-02-02 | — | Morgan Stanley FR Var | sell | $1,001 – $15,000 | joint | record |
| 2022-02-02 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | joint | record |
| 2022-02-01 | KMX | CarMax Inc (KMX) | sell | $15,001 – $50,000 | joint | record |
| 2022-01-31 | TRNO | Terreno Realty Corporation (TRNO) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-31 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-31 | CYRX | CryoPort, Inc. (CYRX) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-31 | COST | Costco Wholesale Corporation (COST) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-31 | — | BLF FedFund TDDXX | sell | $1,001 – $15,000 | joint | record |
| 2022-01-28 | BBH | VanEck Biotech ETF (BBH) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-28 | BRK.B | Berkshire Hathaway Inc. New (BRK.B) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-27 | VZ | Verizon Communications Inc. (VZ) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-27 | NVS | Novartis Ag (NVS) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-27 | AXTE | iShares MSCI ACWI ex US Telecommunication Services ETF (AXTE) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-27 | AXHE | iShares MSCI ACWI ex US Healthcare ETF (AXHE) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-20 | PNC | PNC Financial Services group, Inc. (PNC) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-20 | — | Columbia Tenn Wtrwks Rev 5.00% 12/01/32 | sell | $15,001 – $50,000 | joint | record |
| 2022-01-20 | — | BLF FedFund TDDXX | buy | $15,001 – $50,000 | joint | record |
| 2022-01-20 | BRK.B | Berkshire Hathaway Inc. New (BRK.B) | sell | $15,001 – $50,000 | joint | record |
| 2022-01-14 | — | Virginia St Pub 3.00% 10/01/38 | buy | $15,001 – $50,000 | joint | record |
| 2022-01-14 | CYRX | CryoPort, Inc. (CYRX) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-14 | — | BLF FedFund TDDXX | sell | $15,001 – $50,000 | joint | record |
| 2022-01-13 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-13 | GH | guardant Health, Inc. (gH) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-13 | CVS | CVS Health Corporation (CVS) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-13 | CYRX | CryoPort, Inc. (CYRX) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-13 | — | BLF FedFund TDDXX | sell | $1,001 – $15,000 | joint | record |
| 2022-01-11 | — | BLF FedFund TDDXX | buy | $15,001 – $50,000 | joint | record |
| 2022-01-10 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-10 | TRNO | Terreno Realty Corporation (TRNO) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-10 | SQ | Block, Inc. Class A Common Stock, (SQ) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-06 | — | BLF FedFund TDDXX | sell | $15,001 – $50,000 | joint | record |
| 2021-12-22 | VZ | Verizon Communications Inc. (VZ) | sell | $1,001 – $15,000 | joint | record |
| 2021-12-22 | BBH | VanEck Biotech ETF (BBH) | buy | $1,001 – $15,000 | joint | record |
| 2021-12-22 | NVS | Novartis Ag (NVS) | sell | $1,001 – $15,000 | joint | record |
| 2021-12-22 | IYZ | iShares U.S. Telecommunications ETF (IYZ) | buy | $1,001 – $15,000 | joint | record |
| 2021-12-22 | IXJ | iShares global Healthcare ETF (IXJ) | buy | $1,001 – $15,000 | joint | record |
| 2021-12-22 | GH | guardant Health, Inc. (gH) | sell | $1,001 – $15,000 | joint | record |
| 2021-12-21 | FVRR | Fiverr International Ltd. Ordinary Shares, no par value (FVRR) | sell | $1,001 – $15,000 | joint | record |
| 2021-12-21 | CVS | CVS Health Corporation (CVS) | buy | $1,001 – $15,000 | joint | record |
| 2021-12-06 | — | Pittsburgh Pa Sch 3.00% 09/01/33 | buy | $15,001 – $50,000 | joint | record |
| 2021-12-06 | NDAQ | Nasdaq, Inc. (NDAQ) | buy | $1,001 – $15,000 | joint | record |
| 2021-12-06 | — | BLF FedFund TDDXX | sell | $15,001 – $50,000 | joint | record |
| 2021-12-06 | AAGIY | AIA group, Ltd. Sponsored American Depository Receipt (AAgIY) | sell | $1,001 – $15,000 | joint | record |
| 2021-12-02 | — | BLF FedFund TDDXX | sell | $1,001 – $15,000 | joint | record |
| 2021-12-01 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-11-26 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | joint | record |
| 2021-11-26 | TDOC | Teladoc Health, Inc. (TDOC) | sell | $1,001 – $15,000 | joint | record |
| 2021-11-26 | SQ | Square, Inc. Class A (SQ) | sell | $1,001 – $15,000 | joint | record |
| 2021-11-26 | NVDA | NVIDIA Corporation (NVDA) | sell | $1,001 – $15,000 | joint | record |
| 2021-11-26 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-11-09 | — | BLF FedFund TDDXX | buy | $15,001 – $50,000 | joint | record |
| 2021-11-02 | — | BLF FedFund TDDXX | sell | $1,001 – $15,000 | joint | record |
| 2021-11-01 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2021-11-01 | SQ | Square, Inc. Class A (SQ) | sell | $1,001 – $15,000 | joint | record |
| 2021-11-01 | DAIUF | Daifuku Co Ltd Ordinary Shares (DAIUF) | sell | $1,001 – $15,000 | joint | record |
| 2021-11-01 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-10-29 | LVMHF | LVMH Moet Hennessy Louis Vuitton Ordinary Shares (LVMHF) | sell | $1,001 – $15,000 | joint | record |
| 2021-10-29 | NTLA | Intellia Therapeutics, Inc. (NTLA) | sell | $1,001 – $15,000 | joint | record |
| 2021-10-29 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-10-29 | BRK.B | Berkshire Hathaway Inc. New (BRK.B) | buy | $1,001 – $15,000 | joint | record |
| 2021-10-05 | — | Salisbury Twp Pa Sch 2.375% 04/01/2025 | sell | $15,001 – $50,000 | joint | record |
| 2021-10-05 | — | BLF FedFund TDDXX | buy | $15,001 – $50,000 | joint | record |
| 2021-10-04 | PI | Impinj, Inc. (PI) | buy | $1,001 – $15,000 | joint | record |
| 2021-10-04 | FNV | Franco-Nevada Corporation (FNV) | sell | $1,001 – $15,000 | joint | record |
| 2021-10-04 | — | BLF FedFund TDDXX | sell | $1,001 – $15,000 | joint | record |
| 2021-10-01 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-09-30 | — | Des Moines Iowa gO Bds 2.00% 06/01/33 | buy | $15,001 – $50,000 | joint | record |
| 2021-09-30 | — | BLF FedFund TDDXX | sell | $15,001 – $50,000 | joint | record |
| 2021-09-28 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-09-27 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-09-27 | — | AIA group Ltd NPV common | sell | $1,001 – $15,000 | joint | record |
| 2021-09-21 | CYRX | CryoPort, Inc. (CYRX) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-21 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-09-20 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-20 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-20 | NTLA | Intellia Therapeutics, Inc. (NTLA) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-20 | CDNS | Cadence Design Systems, Inc. (CDNS) | buy | $1,001 – $15,000 | joint | record |
| 2021-09-20 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-09-17 | UNH | UnitedHealth group Incorporated Common Stock (UNH) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-17 | SQ | Square, Inc. Class A (SQ) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-17 | REGN | Regeneron Pharmaceuticals, Inc. (REgN) | buy | $1,001 – $15,000 | joint | record |
| 2021-09-17 | NVS | Novartis Ag (NVS) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-17 | ILMN | Illumina, Inc. (ILMN) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-17 | COST | Costco Wholesale Corporation (COST) | buy | $1,001 – $15,000 | joint | record |
| 2021-09-17 | CGNX | Cognex Corporation (CgNX) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-17 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-09-09 | — | BLF FedFund TDDXX | sell | $15,001 – $50,000 | joint | record |
| 2021-09-03 | — | BLF FedFund TDDXX | sell | $1,001 – $15,000 | joint | record |
| 2021-09-02 | — | BLF FedFund TDDXX | sell | $1,001 – $15,000 | joint | record |
| 2021-08-28 | FANUF | Fanuc Limited Ordinary Shares (FANUF) | sell | $1,001 – $15,000 | joint | record |
| 2021-08-18 | TDOC | Teladoc Health, Inc. (TDOC) | sell | $1,001 – $15,000 | joint | record |
| 2021-08-18 | CDNS | Cadence Design Systems, Inc. (CDNS) | buy | $1,001 – $15,000 | joint | record |
| 2021-08-18 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-08-06 | DAIUF | Daifuku Co Ltd Ordinary Shares (DAIUF) | sell | $1,001 – $15,000 | joint | record |
| 2021-08-06 | — | BLF FedFund TDDXX | buy | $1,001 – $15,000 | joint | record |
| 2021-08-05 | TJX | TJX Companies, Inc. (TJX) | sell | $1,001 – $15,000 | joint | record |