THE REFS BET
The refs bet. We keep score.

Alan S. Lowenthal Democrat · CA-47

House of Representatives · former member · serving since 2013 · born March 8, 1941

Transactions 963 across 344 filings
Securities traded 89 0 active in 6 months
Disclosed range total $52,497,403 sum of filed minimums
Huddle pairings 31 examine

In plain language

Of 963 disclosed trades, 1 was flagged by the site's published rules0.1%.

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 · shutdown/lame duck

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

SeatCongressesServedChange
CA-47 113th–117th 2013–2023 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

No current committee assignments on file (former member).

Earlier Congresses

CongressCommitteePositionObserved
117thHouse Committee on Natural Resources Member 2021-03 → 2022-11
117thHouse Committee on Transportation and Infrastructure Member 2021-03 → 2022-11
116thHouse Committee on Natural Resources Member 2019-01 → 2020-12
116thHouse Committee on Transportation and Infrastructure Member 2019-01 → 2020-12
115thHouse Committee on Natural Resources Member 2017-01 → 2018-12
115thHouse Committee on Transportation and Infrastructure Member 2017-01 → 2018-12
114thHouse Committee on Foreign Affairs Member 2015-02 → 2016-12
114thHouse Committee on Natural Resources Member 2015-02 → 2016-12
113thHouse Committee on Foreign Affairs Member 2013-03 → 2014-11
113thHouse Committee on Natural Resources Member 2013-03 → 2014-11

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

0 securities

No transactions disclosed in the last 6 months.

Previously traded

89 securities

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.

TickerSecuritySectorTrades Buys / SellsTotal valueActive
ATVI Activision Blizzard, Inc - Common Stock 5 3 / 2 $32,759 2019-02 → 2022-12
GTLS Chart Industries, Inc. (GTLS) Industrials 2 2 / 0 $40,501 2022-12 → 2022-12
CRM Salesforce Inc Software & IT Services 9 4 / 5 $89,129 2020-06 → 2022-12
BX Blackstone Inc Capital Markets 12 9 / 3 $76,073 2020-04 → 2022-11
TJX TJX Companies Retail & Consumer 13 8 / 5 $83,814 2020-05 → 2022-11
TMUS T-Mobile US, Inc. - Common Stock Telecommunications 11 8 / 3 $65,301 2020-02 → 2022-11
ECL Ecolab Inc Chemicals 17 8 / 9 $91,133 2019-10 → 2022-11
BSX Boston Scientific Corporation Common St… Medical Devices 18 6 / 12 $131,398 2020-03 → 2022-10
CCK Crown Holdings, Inc. (CCK) Industrials 5 3 / 2 $57,502 2022-03 → 2022-10
SCI Service Corporation International Commo… Consumer Services 14 5 / 9 $88,501 2019-02 → 2022-09
ZTS Zoetis Inc. Class A Common Stock (ZTS) Pharmaceuticals & Biotech 2 1 / 1 $40,501 2020-07 → 2022-08
MDT Medtronic plc. Ordinary Shares (MDT) Medical Devices 5 3 / 2 $64,503 2020-10 → 2022-07
SPGI S&P Global Inc. Common Stock (SPGI) Business Services 7 6 / 1 $80,504 2021-06 → 2022-07
UBER Uber Technologies, Inc. Common Stock (U… Business Services 9 8 / 1 $42,044 2020-07 → 2022-06
VRSK Verisk Analytics, Inc. - Common Stock (… Software & IT Services 5 5 / 0 $64,503 2021-02 → 2022-06
IWN iShares Russell 2000 Value ETF 10 5 / 5 $146,218 2020-11 → 2022-06
BA Boeing Company (BA) Defense & Aerospace 9 5 / 4 $56,757 2019-11 → 2022-06
AMZN Amazon.com, Inc. - Common Stock (AMZN) Retail & Consumer 10 7 / 3 $87,006 2019-10 → 2022-06
JPM JP Morgan Chase & Co. Common Stock (JPM) Banking 5 3 / 2 $49,519 2020-04 → 2022-05
ICE Intercontinental Exchange Inc. Common S… Capital Markets 6 1 / 5 $65,059 2019-04 → 2022-05
IFF International Flavors & Fragrances, Inc… Chemicals 8 1 / 5 $113,004 2021-01 → 2022-04
NVDA NVIDIA Corporation - Common Stock (NVDA) Semiconductors 3 2 / 1 $24,002 2021-03 → 2022-04
JBI Janus International Group, Inc. (JBI) Industrials 5 2 / 3 $40,003 2021-12 → 2022-03
DECK Deckers Outdoor Corporation (DECK) Materials 7 6 / 1 $105,004 2021-07 → 2022-03
ADSK Autodesk Inc Software & IT Services 11 3 / 8 $82,551 2019-02 → 2022-03
AMT American Tower Corporation (AMT) Investment Funds 1 0 / 1 $8,001 2022-02 → 2022-02
PSQ ProShares Short QQQ 18 12 / 6 $180,843 2020-06 → 2022-02
HD Home Depot, Inc. (HD) Retail & Consumer 6 3 / 3 $47,689 2018-12 → 2022-01
GOOG Alphabet Inc. - Class C Capital Stock (… Software & IT Services 5 2 / 3 $40,003 2019-06 → 2022-01
RUN Sunrun Inc. (RUN) Technology Hardware 105 17 / 88 $326,795 2018-12 → 2022-01
BKNG Booking Holdings Inc. - Common Stock (B… Other 6 3 / 3 $97,003 2021-08 → 2021-12
ADBE Adobe Systems Inc Software & IT Services 4 2 / 2 $24,900 2021-03 → 2021-12
AZN AstraZeneca PLC - American Depositary S… Pharmaceuticals & Biotech 4 3 / 1 $49,465 2021-02 → 2021-12
LZ LegalZoom.com, Inc. (LZ) 3 2 / 1 $24,002 2021-08 → 2021-11
BLK Blackrock Inc Capital Markets 3 0 / 3 $16,421 2020-05 → 2021-09
GM General Motors Company Common Stock (GM) Automotive 10 6 / 4 $131,689 2020-11 → 2021-08
KRE SPDR S&P Regional Banking ETF 6 3 / 3 $97,003 2021-03 → 2021-07
JNJ Johnson & Johnson Common Stock (JNJ) Pharmaceuticals & Biotech 1 0 / 1 $8,001 2021-07 → 2021-07
COIN Coinbase Global, Inc. - Class A Common … Banking 2 1 / 1 $16,001 2021-04 → 2021-06
FIS Fidelity National Information Services,… Business Services 20 12 / 8 $108,177 2019-07 → 2021-06
KTOS Kratos Defense & Security Solutions, In… Defense & Aerospace 28 15 / 13 $85,054 2020-09 → 2021-05
SPCE Virgin Galactic Holdings, Inc. Common S… Other 21 2 / 19 $75,068 2020-02 → 2021-05
COLD Americold Realty Trust, Inc. (COLD) Investment Funds 8 4 / 4 $80,595 2020-01 → 2021-03
DIS Walt Disney Company Media & Entertainment 1 0 / 1 $50,001 2021-03 → 2021-03
FB Meta Platforms, Inc. - Class A (FB) 6 1 / 5 $25,423 2019-02 → 2021-02
GLD SPDR Gold Trust Capital Markets 11 8 / 3 $82,828 2019-09 → 2021-02
DD DuPont de Nemours, Inc. Common Stock (D… Chemicals 3 2 / 1 $24,002 2021-01 → 2021-02
JIH Juniper Industrial Holdings, Inc. Class… 13 13 / 0 $10,599 2021-01 → 2021-01
DKNG DraftKings Inc. - Class A (DKNg) Media & Entertainment 23 2 / 21 $83,331 2020-01 → 2021-01
BABA Alibaba Group Holding Limited American … Business Services 6 3 / 3 $82,463 2020-08 → 2020-12
NVS Novartis Ag ADR Pharmaceuticals & Biotech 6 3 / 3 $57,668 2019-02 → 2020-11
SH ProShares Short S&P500 37 16 / 21 $233,295 2019-10 → 2020-11
OLED universal Display Corporation (OLED) Electronics 17 4 / 13 $65,863 2019-02 → 2020-10
AAPL Apple Inc. - Common Stock (AAPL) Technology Hardware 4 0 / 4 $17,513 2020-01 → 2020-09
BIPC Brookfield Infrastructure Partners LP C… 3 1 / 2 $33,251 2020-04 → 2020-07
NEE NextEra Energy, Inc. Common Stock (NEE) Utilities 5 4 / 1 $49,727 2020-03 → 2020-07
CVS CVS Health Corporation Common Stock (CV… Retail & Consumer 1 0 / 1 $32,501 2020-07 → 2020-07
TMUSR T-Mobile uS, Inc. - Subscription Rights… 2 0 / 2 $37 2020-07 → 2020-07
VSLR Vivint Solar, Inc. (VSLR) 34 19 / 15 $126,428 2019-08 → 2020-07
BXMT Blackstone Mortgage Trust, Inc. (BXMT) Investment Funds 2 0 / 2 $16,001 2020-04 → 2020-06
STWD STARWOOD PROPERTY TRUST, INC. Starwood … 1 0 / 1 $8,001 2020-06 → 2020-06
SRE DBA Sempra Common Stock (SRE) Utilities 12 0 / 12 $74,484 2019-03 → 2020-06
DEACU Diamond Eagle Acquisition Corp. - unit … 18 18 / 0 $51,147 2020-01 → 2020-04
BIP Brookfield Infrastructure Partners lP l… 2 0 / 1 $65,001 2020-04 → 2020-04
WCN Waste Connections, Inc. Common Shares (… Utilities 8 8 / 0 $41,167 2019-12 → 2020-03
BRK.B Berkshire Hathaway Inc. New Common Stoc… 7 1 / 6 $73,501 2019-06 → 2020-03
APD Air Products and Chemicals, Inc. Common… Chemicals 6 0 / 6 $89,840 2019-06 → 2020-03
CSCO Cisco Systems Inc Technology Hardware 7 3 / 4 $65,832 2019-08 → 2020-02
BKI Black Knight, Inc. (BKI) 27 18 / 9 $86,224 2019-03 → 2020-01
QGEN Qiagen N.V. Common Shares (QgEN) Pharmaceuticals & Biotech 8 5 / 3 $65,545 2019-09 → 2019-10
SPY SPDR S&P 500 4 1 / 3 $24,297 2019-06 → 2019-09
MSFT Microsoft Corporation - Common Stock (M… Software & IT Services 3 3 / 0 $16,108 2019-02 → 2019-09
ARCC Ares Capital Corporation - Closed End F… 3 0 / 3 $8,596 2019-08 → 2019-08
ELAN Elanco Animal Health Incorporated Commo… Pharmaceuticals & Biotech 4 0 / 2 $48,560 2019-03 → 2019-08
BMRN BioMarin Pharmaceutical Inc. (BMRN) Pharmaceuticals & Biotech 4 0 / 4 $16,724 2019-08 → 2019-08
VST Vistra Corp. Common Stock (VST) Utilities 8 4 / 4 $33,458 2019-03 → 2019-08
RHT Red Hat, Inc. 2 0 / 2 $23,002 2019-02 → 2019-06
NTNX Nutanix, Inc. - Class A Common Stock (N… Software & IT Services 6 2 / 4 $24,667 2019-03 → 2019-05
WY Weyerhaeuser Company Common Stock (WY) Investment Funds 11 5 / 6 $50,788 2019-04 → 2019-05
IEMG iShares Core MSCI Emerging Markets ETF 3 0 / 3 $48,502 2019-05 → 2019-05
UNH UnitedHealth Group Incorporated Common … Insurance 3 0 / 3 $9,143 2019-03 → 2019-04
ALC Alcon Inc. Ordinary Shares (ALC) Medical Devices 3 0 / 3 $8,661 2019-04 → 2019-04
GS Goldman Sachs Group Capital Markets 2 0 / 2 $40,501 2019-04 → 2019-04
INFO IHS Markit Ltd. Common Shares (INFO) 6 0 / 6 $32,638 2019-03 → 2019-03
CI The Cigna Group Common Stock (CI) Insurance 6 2 / 4 $26,133 2019-02 → 2019-03
DEA Easterly government Properties, Inc. (D… 1 0 / 1 $8,001 2019-03 → 2019-03
LLY Eli Lilly and Company Common Stock (LLY) Pharmaceuticals & Biotech 2 2 / 0 $16,001 2019-02 → 2019-02
CHTR Charter Communications, Inc. - Class A … Telecommunications 4 0 / 4 $17,051 2019-02 → 2019-02
DOV Dover Corporation Common Stock (DOV) Industrials 6 0 / 6 $17,670 2018-12 → 2019-02

The Spread by year

YearSpreadTrades pricedDisclosed value
2022 -0.7% 67 $756,534
2021 +3.6% 103 $1,122,433
2020 -1.2% 337 $1,774,441
2019 -3.4% 154 $877,295
2018 +1.1% 10 $26,262

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

DateTickerAssetActionAmount (as filed)OwnerFiling
2022-12-14 ATVI Activision Blizzard, Inc (ATVI) buy $1,001 – $15,000 spouse
2022-12-12 ATVI Activision Blizzard, Inc (ATVI) buy $1,001 – $15,000 spouse
2022-12-12 ATVI Activision Blizzard, Inc (ATVI) buy $1,001 – $15,000 joint
2022-12-09 GTLS Chart Industries, Inc. (GTLS) buy $15,001 – $50,000 spouse
2022-12-09 GTLS Chart Industries, Inc. (GTLS) buy $1,001 – $15,000 joint
2022-12-08 CRM Salesforce, Inc. (CRM) sell $1,001 – $15,000 spouse
2022-12-08 CRM Salesforce, Inc. (CRM) sell $1,001 – $15,000 joint
2022-11-14 BX Blackstone Inc. (BX) sell $1,001 – $15,000 spouse
2022-11-14 BX Blackstone Inc. (BX) sell $1,001 – $15,000 joint
2022-11-08 United States Treas Bond buy $50,000,001+ spouse
2022-11-08 2000099319 SP United States Treas Bond buy $100,001 – $250,000 self
2022-11-04 TMUS T-Mobile US, Inc. (TMUS) sell $1,001 – $15,000 spouse
2022-11-04 TJX TJX Companies, Inc. (TJX) sell $15,001 – $50,000 spouse
2022-11-04 Sherwin Williams Co Note sell $1,001 – $15,000 joint
2022-11-04 General Mtrs Co Note buy $1,001 – $15,000 joint
2022-11-04 TJX TJX Companies, Inc. (TJX) sell $1,001 – $15,000 joint
2022-11-03 TMUS T-Mobile US, Inc. (TMUS) sell $1,001 – $15,000 spouse
2022-11-03 ECL Ecolab Inc. (ECL) sell $1,001 – $15,000 spouse
2022-11-03 TMUS T-Mobile US, Inc. (TMUS) sell $1,001 – $15,000 joint
2022-11-03 ECL Ecolab Inc. (ECL) sell $1,001 – $15,000 joint
2022-10-24 BSX Boston Scientific Corporation (BSX) sell $1,001 – $15,000 spouse
2022-10-21 CCK Crown Holdings, Inc. (CCK) sell $15,001 – $50,000 spouse
2022-10-21 BSX Boston Scientific Corporation (BSX) sell $1,001 – $15,000 spouse
2022-10-21 CCK Crown Holdings, Inc. (CCK) sell $1,000 – $1,000 joint
2022-10-21 BSX Boston Scientific Corporation (BSX) sell $1,001 – $15,000 joint
2022-09-27 SCI Service Corporation International (SCI) buy $1,001 – $15,000 spouse
2022-09-26 SCI Service Corporation International (SCI) buy $1,001 – $15,000 spouse
2022-09-23 SCI Service Corporation International (SCI) buy $1,001 – $15,000 joint
2022-09-23 SCI Service Corporation International (SCI) buy $1,001 – $15,000 spouse
2022-09-22 SCI Service Corporation International (SCI) buy $1,001 – $15,000 joint
2022-09-22 CRM Salesforce, Inc. (CRM) buy $1,001 – $15,000 joint
2022-08-26 ZTS Zoetis Inc. Class A (ZTS) buy $15,001 – $50,000 spouse
2022-08-10 CCK Crown Holdings, Inc. (CCK) buy $1,001 – $15,000 spouse
2022-08-01 Citigroup Inc sell $1,001 – $15,000 joint
2022-07-29 MDT Medtronic plc. Ordinary Shares (MDT) sell $1,001 – $15,000 spouse
2022-07-28 MDT Medtronic plc. Ordinary Shares (MDT) sell $1,001 – $15,000 spouse
2022-07-20 ECL Ecolab Inc. (ECL) buy $1,001 – $15,000 spouse
2022-07-19 ECL Ecolab Inc. (ECL) buy $1,001 – $15,000 spouse
2022-07-19 SPGI S&P Global Inc. (SPGI) buy $1,001 – $15,000 joint
2022-06-29 UBER Uber Technologies, Inc. (UBER) sell $1,001 – $15,000 spouse
2022-06-21 Nextera Energy Cap Hldgs buy $1,001 – $15,000 joint
2022-06-21 Nextera Energy Cap Hldgs buy $15,001 – $50,000 spouse
2022-06-17 VRSK Verisk Analytics, Inc. (VRSK) buy $1,001 – $15,000 spouse
2022-06-16 IWN iShares Russell 2000 Value ETF (IWN) sell $1,001 – $15,000 self
2022-06-16 VRSK Verisk Analytics, Inc. (VRSK) buy $1,001 – $15,000 spouse
2022-06-16 IWN iShares Russell 2000 Value ETF (IWN) sell $15,001 – $50,000 spouse
2022-06-15 BA Boeing Company (BA) buy $1,001 – $15,000 self
2022-06-15 BA Boeing Company (BA) buy $1,001 – $15,000 spouse
2022-06-13 Expedia Inc sell $1,001 – $15,000 joint
2022-06-13 2000094751 Expedia Inc sell $1,001 – $15,000 self
2022-06-13 Expedia Inc sell $1,001 – $15,000 spouse
2022-06-13 2000094751 JT Expedia Inc sell $1,001 – $15,000 self
2022-06-07 AMZN Amazon.com, Inc. (AMZN) buy $1,001 – $15,000 spouse
2022-06-01 SPGI S&P Global Inc. (SPGI) sell $1,001 – $15,000 self
2022-05-25 HCA Inc buy $15,001 – $50,000 spouse
2022-05-18 San Francisco Calif City buy $1,001 – $15,000 joint
2022-05-18 2000094752 San Francisco Calif City buy $1,001 – $15,000 self
2022-05-18 2000094752 JT San Francisco Calif City buy $1,001 – $15,000 self
2022-05-17 TMUS T-Mobile US, Inc. (TMUS) buy $1,001 – $15,000 spouse
2022-05-17 JPM JP Morgan Chase & Co. (JPM) buy $1,001 – $15,000 spouse
2022-05-07 HCA inc sell $1,001 – $15,000 joint
2022-05-07 2000094750 HCA inc sell $1,001 – $15,000 self
2022-05-07 HCA Inc sell $1,001 – $15,000 spouse
2022-05-07 2000094750 JT HCA inc sell $1,001 – $15,000 self
2022-05-07 2000094756 SP HCA Inc sell $1,001 – $15,000 self
2022-05-07 2000094750 JT HCA inc sell $1,001 – $15,000 self
2022-05-06 ICE Intercontinental Exchange Inc. (ICE) sell $15,001 – $50,000 spouse
2022-05-05 ICE Intercontinental Exchange Inc. (ICE) sell $1,001 – $15,000 spouse
2022-05-02 Constellation Brands Inc buy $15,001 – $50,000 spouse
2022-04-27 San Francisco Calif City & City Bonds buy $1,001 – $15,000 joint
2022-04-21 Bk of America Corp Note buy $1,001 – $15,000 spouse
2022-04-13 Elanco Animal Health Inc sell $1,001 – $15,000 self
2022-04-13 2000094009 JT Elanco Animal Health Inc sell $1,001 – $15,000 self
2022-04-07 IFF International Flavors & Fragrances, Inc. (IFF) sell $1,001 – $15,000 spouse
2022-04-06 IFF International Flavors & Fragrances, Inc. (IFF) sell $1,001 – $15,000 joint
2022-04-06 TJX TJX Companies, Inc. (TJX) sell $1,001 – $15,000 spouse
2022-04-06 NVDA NVIDIA Corporation (NVDA) sell $1,001 – $15,000 spouse
2022-04-06 IFF International Flavors & Fragrances, Inc. (IFF) sell $15,001 – $50,000 spouse
2022-04-05 IFF International Flavors & Fragrances, Inc. (IFF) sell $1,001 – $15,000 spouse
2022-04-04 IFF International Flavors & Fragrances, Inc. (IFF) sell $1,001 – $15,000 spouse
2022-03-29 Netflix Inc buy $1,001 – $15,000 joint
2022-03-25 JBI Janus International Group, Inc. (JBI) sell $1,001 – $15,000 spouse
2022-03-24 Netflix Inc buy $15,001 – $50,000 spouse
2022-03-24 JBI Janus International Group, Inc. (JBI) sell $1,001 – $15,000 spouse
2022-03-16 JBI Janus International group, Inc. (JBI) sell $1,001 – $15,000 spouse
2022-03-07 DECK Deckers Outdoor Corporation (DECK) sell $15,001 – $50,000 spouse
2022-03-07 CCK Crown Holdings, Inc. (CCK) buy $1,001 – $15,000 spouse
2022-03-07 HCA Inc buy $1,001 – $15,000 joint
2022-03-07 HCA Inc buy $1,001 – $15,000 spouse
2022-03-04 CCK Crown Holdings, Inc. (CCK) buy $1,001 – $15,000 spouse
2022-03-03 Hyatt Hotels buy $1,001 – $15,000 spouse
2022-03-03 ADSK Autodesk, Inc. (ADSK) sell $1,001 – $15,000 spouse
2022-02-25 AMT American Tower Corporation (AMT) sell $1,001 – $15,000 spouse
2022-02-24 PSQ ProShares Short QQQ (PSQ) sell $1,001 – $15,000 joint
2022-02-24 PSQ ProShares Short QQQ (PSQ) sell $1,001 – $15,000 spouse
2022-02-24 CIT group sell $1,001 – $15,000 spouse
2022-02-24 PSQ ProShares Short QQQ (PSQ) sell $15,001 – $50,000 spouse
2022-02-24 ADSK Autodesk, Inc. (ADSK) sell $1,001 – $15,000 spouse
2022-02-24 CIT group sell $15,001 – $50,000 spouse
2022-02-15 Netflix sell $1,001 – $15,000 joint
2022-02-15 Netflix sell $1,001 – $15,000 spouse
2022-02-15 Netflix sell $15,001 – $50,000 spouse
2022-02-09 SPGI S&P global Inc. (SPgI) buy $1,001 – $15,000 spouse
2022-01-26 Wells Fargo & Co sell $15,001+ spouse
2022-01-21 HD Home Depot, Inc. (HD) sell $15,001+ spouse
2022-01-21 HD Home Depot, Inc. (HD) sell $1,001 – $15,000 joint
2022-01-21 HD Home Depot, Inc. (HD) sell $1,001 – $15,000 spouse
2022-01-14 PSQ ProShares Short QQQ (PSQ) buy $15,001 – $50,000 spouse
2022-01-14 Alphabet Inc. - Class C Capital sell $15,001+ spouse
2022-01-14 RUN Sunrun Inc. (RuN) buy $1,001 – $15,000 joint
2022-01-14 PSQ ProShares Short QQQ (PSQ) buy $1,001 – $15,000 joint
2022-01-14 GOOG Alphabet Inc. - Class C Capital Stock (gOOg) sell $1,001 – $15,000 joint
2022-01-14 PSQ ProShares Short QQQ (PSQ) buy $1,001 – $15,000 spouse
2022-01-07 JBI Janus International group, Inc. (JBI) buy $1,001 – $15,000 spouse
2021-12-30 Service Corp Intl buy $15,001 – $50,000 spouse
2021-12-27 TMUS T-Mobile uS, Inc. (TMuS) buy $1,001 – $15,000 joint
2021-12-27 UBER uber Technologies, Inc. (uBER) buy $1,001 – $15,000 spouse
2021-12-20 JBI Janus International group, Inc. (JBI) buy $1,001 – $15,000 spouse
2021-12-15 IWN iShares Russell 2000 Value ETF (IWN) sell $1,001 – $15,000 joint
2021-12-15 BKNG Booking Holdings Inc. (BKNg) sell $1,001 – $15,000 joint
2021-12-15 ADBE Adobe Inc. (ADBE) sell $1,001 – $15,000 joint
2021-12-15 IWN iShares Russell 2000 Value ETF (IWN) sell $15,001 – $50,000 spouse
2021-12-15 BKNG Booking Holdings Inc. (BKNg) sell $15,001 – $50,000 spouse
2021-12-15 ADBE Adobe Inc. (ADBE) sell $1,001 – $15,000 spouse
2021-12-15 IWN iShares Russell 2000 Value ETF (IWN) sell $1,001 – $15,000 spouse
2021-12-15 BKNG Booking Holdings Inc. (BKNg) sell $1,001 – $15,000 spouse
2021-12-01 AZN AstraZeneca PLC - American Depositary Shares (AZN) sell $1,001 – $15,000 spouse
2021-11-11 LZ LegalZoom.com, Inc. (LZ) sell $1,001 – $15,000 spouse
2021-11-10 SCI Service Corporation International (SCI) sell $1,001 – $15,000 spouse
2021-11-10 SCI Service Corporation International (SCI) sell $1,001 – $15,000 spouse
2021-11-09 SCI Service Corporation International (SCI) sell $1,001 – $15,000 spouse
2021-11-08 SCI Service Corporation International (SCI) sell $1,001 – $15,000 spouse
2021-11-04 DECK Deckers Outdoor Corporation (DECK) buy $15,001 – $50,000 spouse
2021-11-03 Hyatt hotels Corp buy $1,001 – $15,000 joint
2021-10-29 Booking Holdings Inc sell $1,001 – $15,000 joint
2021-10-21 ICE Intercontinental Exchange Inc. (ICE) sell $1,001 – $15,000 spouse
2021-10-21 BX Blackstone Inc. (BX) sell $15,001 – $50,000 spouse
2021-10-19 Thermo Fisher Scientific Inc. buy $15,001 – $50,000 spouse
2021-10-06 DECK Deckers Outdoor Corporation (DECK) buy $1,001 – $15,000 joint
2021-09-28 Hyatt Hotels Corp Note buy $1,001 – $15,000 joint
2021-09-27 Hyatt Hotels Corp Note buy $15,001+ spouse
2021-09-17 BLK BlackRock, Inc. (BLK) sell $1,001 – $15,000 spouse
2021-09-10 VMWare Inc Note buy $15,001 – $50,000 spouse
2021-09-10 2000086472 SP VMWare Inc Note buy $15,001 – $50,000 self
2021-09-08 VMWare Inc buy $15,001 – $50,000 spouse
2021-08-24 T Mobile uSA buy $15,001 – $50,000 spouse
2021-08-23 GM general Motors Company (gM) sell $1,001 – $15,000 joint
2021-08-23 BKNG Booking Holdings Inc. (BKNg) buy $1,001 – $15,000 joint
2021-08-23 GM general Motors Company (gM) sell $1,001 – $15,000 spouse
2021-08-23 BKNG Booking Holdings Inc. (BKNg) buy $1,001 – $15,000 spouse
2021-08-23 GM general Motors Company (gM) sell $15,001 – $50,000 spouse
2021-08-23 BKNG Booking Holdings Inc. (BKNg) bcdefg buy $15,001 – $50,000 spouse
2021-08-23 GM General Motors Company (GM) sell $15,001 – $50,000 spouse
2021-08-16 LZ LegalZoom.com, Inc. (LZ) buy $1,001 – $15,000 spouse
2021-08-13 LZ LegalZoom.com, Inc. (LZ) buy $1,001 – $15,000 spouse
2021-08-10 Kraft Heinz Foods Co buy $1,001 – $15,000 spouse
2021-08-06 BSX Boston Scientific Corporation (BSX) sell $1,001 – $15,000 spouse
2021-08-05 DECK deckers Outdoor Corporation (dECK) buy $1,001 – $15,000 spouse
2021-08-04 DECK deckers Outdoor Corporation (dECK) buy $1,001 – $15,000 spouse
2021-08-03 BSX Boston Scientific Corporation (BSX) sell $1,001 – $15,000 spouse
2021-08-03 BSX Boston Scientific Corporation (BSX) sell $1,001 – $15,000 spouse
2021-08-03 BSX Boston Scientific Corporation (BSX) sell $1,001 – $15,000 spouse
2021-08-03 BSX Boston Scientific Corporation (BSX) sell $1,001 – $15,000 spouse
2021-08-02 DECK deckers Outdoor Corporation (dECK) buy $1,001 – $15,000 spouse
2021-07-30 DECK Deckers Outdoor Corporation (DECK) buy $1,001 – $15,000 spouse
2021-07-08 KRE SPDR S&P Regional Banking ETF (KRE) sell $1,001 – $15,000 spouse
2021-07-08 KRE SPDR S&P Regional Banking ETF (KRE) sell $15,001 – $50,000 spouse
2021-07-08 KRE SPDR S&P Regional Banking ETF (KRE) sell $1,001 – $15,000 joint
2021-07-07 UBER uber Technologies, Inc. (uBER) buy $1,001 – $15,000 spouse
2021-07-06 JNJ Johnson & Johnson (JNJ) sell $1,001 – $15,000 joint
2021-06-24 COIN Coinbase global, Inc. - Class A (COIN) sell $1,001 – $15,000 spouse
2021-06-08 Kraft Heinz Foods Co buy $15,001 – $50,000 spouse
2021-06-04 SPGI S&P global Inc. (SPgI) buy $1,001 – $15,000 joint
2021-06-04 SPGI S&P global Inc. (SPgI) buy $1,001 – $15,000 spouse
2021-06-03 SPGI S&P global Inc. (SPgI) buy $1,001 – $15,000 joint
2021-06-03 FIS Fidelity National Information Services, Inc. (FIS) sell $1,001 – $15,000 joint
2021-06-03 FIS Fidelity National Information Services, Inc. (FIS) sell $1,001 – $15,000 spouse
2021-06-03 SPGI S&P global Inc. (SPgI) buy $15,001 – $50,000 spouse
2021-06-03 FIS Fidelity National Information Services, Inc. (FIS) sell $15,001 – $50,000 spouse
2021-06-02 Equinix Inc. Note 5.375%; Due 5/15/2027 sell $15,001 – $50,000 spouse
2021-05-19 VRSK Verisk Analytics, Inc. (VRSK) buy $1,001 – $15,000 joint
2021-05-14 KTOS Kratos Defense & Security Solutions, Inc. (KTOS) sell $1,001 – $15,000 spouse
2021-05-12 KTOS Kratos Defense & Security Solutions, Inc. (KTOS) sell $1,001 – $15,000 spouse
2021-05-11 SPCE Virgin galactic Holdings, Inc. (SPCE) sell $1,001 – $15,000 spouse
2021-05-11 KTOS Kratos Defense & Security Solutions, Inc. (KTOS) sell $1,001 – $15,000 spouse
2021-04-14 COIN Coinbase global, Inc. - Class A (COIN) buy $1,001 – $15,000 spouse
2021-04-13 Service Corp Intl buy $1,001 – $15,000 joint
2021-04-01 CDW LLC / CDW FIN buy $1,001 – $15,000 joint
2021-03-31 Mondelez Intl sell $1,001 – $15,000 joint
2021-03-25 Toll Bros Fin buy $15,001 – $50,000 spouse
2021-03-24 Netflix buy $1,001 – $15,000 spouse
2021-03-23 NVDA NVIDIA Corporation (NVDA) buy $1,001 – $15,000 joint
2021-03-18 KRE SPDR S&P Regional Banking ETF (KRE) buy $1,001 – $15,000 spouse
2021-03-18 KRE SPDR S&P Regional Banking ETF (KRE) buy $15,001 – $50,000 spouse
2021-03-18 KRE SPDR S&P Regional Banking ETF (KRE) buy $1,001 – $15,000 joint
2021-03-18 Ares Capital sell $1,001 – $15,000 joint
2021-03-17 ADSK Autodesk, Inc. (ADSK) buy $1,001 – $15,000 joint
2021-03-17 ADBE Adobe Inc. (ADBE) buy $898 – $898 joint
2021-03-15 COLD Americold Realty Trust Common Shares (COLD) sell $1,001 – $15,000 joint
2021-03-15 COLD Americold Realty Trust Common Shares (COLD) sell $1,001 – $15,000 spouse

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