Alan S. Lowenthal Democrat · CA-47
House of Representatives · former member · serving since 2013 · born March 8, 1941
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
In plain language
Of 963 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 · 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
| Seat | Congresses | Served | Change |
|---|---|---|---|
| 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
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 117th | House Committee on Natural Resources | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Transportation and Infrastructure | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Natural Resources | Member | 2019-01 → 2020-12 |
| 116th | House Committee on Transportation and Infrastructure | Member | 2019-01 → 2020-12 |
| 115th | House Committee on Natural Resources | Member | 2017-01 → 2018-12 |
| 115th | House Committee on Transportation and Infrastructure | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Foreign Affairs | Member | 2015-02 → 2016-12 |
| 114th | House Committee on Natural Resources | Member | 2015-02 → 2016-12 |
| 113th | House Committee on Foreign Affairs | Member | 2013-03 → 2014-11 |
| 113th | House 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
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 |
|---|---|---|---|---|---|---|
| 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
| Year | Spread | Trades priced | Disclosed 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
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2022-12-14 | ATVI | Activision Blizzard, Inc (ATVI) | buy | $1,001 – $15,000 | spouse | record |
| 2022-12-12 | ATVI | Activision Blizzard, Inc (ATVI) | buy | $1,001 – $15,000 | spouse | record |
| 2022-12-12 | ATVI | Activision Blizzard, Inc (ATVI) | buy | $1,001 – $15,000 | joint | record |
| 2022-12-09 | GTLS | Chart Industries, Inc. (GTLS) | buy | $15,001 – $50,000 | spouse | record |
| 2022-12-09 | GTLS | Chart Industries, Inc. (GTLS) | buy | $1,001 – $15,000 | joint | record |
| 2022-12-08 | CRM | Salesforce, Inc. (CRM) | sell | $1,001 – $15,000 | spouse | record |
| 2022-12-08 | CRM | Salesforce, Inc. (CRM) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-14 | BX | Blackstone Inc. (BX) | sell | $1,001 – $15,000 | spouse | record |
| 2022-11-14 | BX | Blackstone Inc. (BX) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-08 | — | United States Treas Bond | buy | $50,000,001+ | spouse | record |
| 2022-11-08 | — | 2000099319 SP United States Treas Bond | buy | $100,001 – $250,000 | self | record |
| 2022-11-04 | TMUS | T-Mobile US, Inc. (TMUS) | sell | $1,001 – $15,000 | spouse | record |
| 2022-11-04 | TJX | TJX Companies, Inc. (TJX) | sell | $15,001 – $50,000 | spouse | record |
| 2022-11-04 | — | Sherwin Williams Co Note | sell | $1,001 – $15,000 | joint | record |
| 2022-11-04 | — | General Mtrs Co Note | buy | $1,001 – $15,000 | joint | record |
| 2022-11-04 | TJX | TJX Companies, Inc. (TJX) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-03 | TMUS | T-Mobile US, Inc. (TMUS) | sell | $1,001 – $15,000 | spouse | record |
| 2022-11-03 | ECL | Ecolab Inc. (ECL) | sell | $1,001 – $15,000 | spouse | record |
| 2022-11-03 | TMUS | T-Mobile US, Inc. (TMUS) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-03 | ECL | Ecolab Inc. (ECL) | sell | $1,001 – $15,000 | joint | record |
| 2022-10-24 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-21 | CCK | Crown Holdings, Inc. (CCK) | sell | $15,001 – $50,000 | spouse | record |
| 2022-10-21 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-21 | CCK | Crown Holdings, Inc. (CCK) | sell | $1,000 – $1,000 | joint | record |
| 2022-10-21 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | joint | record |
| 2022-09-27 | SCI | Service Corporation International (SCI) | buy | $1,001 – $15,000 | spouse | record |
| 2022-09-26 | SCI | Service Corporation International (SCI) | buy | $1,001 – $15,000 | spouse | record |
| 2022-09-23 | SCI | Service Corporation International (SCI) | buy | $1,001 – $15,000 | joint | record |
| 2022-09-23 | SCI | Service Corporation International (SCI) | buy | $1,001 – $15,000 | spouse | record |
| 2022-09-22 | SCI | Service Corporation International (SCI) | buy | $1,001 – $15,000 | joint | record |
| 2022-09-22 | CRM | Salesforce, Inc. (CRM) | buy | $1,001 – $15,000 | joint | record |
| 2022-08-26 | ZTS | Zoetis Inc. Class A (ZTS) | buy | $15,001 – $50,000 | spouse | record |
| 2022-08-10 | CCK | Crown Holdings, Inc. (CCK) | buy | $1,001 – $15,000 | spouse | record |
| 2022-08-01 | — | Citigroup Inc | sell | $1,001 – $15,000 | joint | record |
| 2022-07-29 | MDT | Medtronic plc. Ordinary Shares (MDT) | sell | $1,001 – $15,000 | spouse | record |
| 2022-07-28 | MDT | Medtronic plc. Ordinary Shares (MDT) | sell | $1,001 – $15,000 | spouse | record |
| 2022-07-20 | ECL | Ecolab Inc. (ECL) | buy | $1,001 – $15,000 | spouse | record |
| 2022-07-19 | ECL | Ecolab Inc. (ECL) | buy | $1,001 – $15,000 | spouse | record |
| 2022-07-19 | SPGI | S&P Global Inc. (SPGI) | buy | $1,001 – $15,000 | joint | record |
| 2022-06-29 | UBER | Uber Technologies, Inc. (UBER) | sell | $1,001 – $15,000 | spouse | record |
| 2022-06-21 | — | Nextera Energy Cap Hldgs | buy | $1,001 – $15,000 | joint | record |
| 2022-06-21 | — | Nextera Energy Cap Hldgs | buy | $15,001 – $50,000 | spouse | record |
| 2022-06-17 | VRSK | Verisk Analytics, Inc. (VRSK) | buy | $1,001 – $15,000 | spouse | record |
| 2022-06-16 | IWN | iShares Russell 2000 Value ETF (IWN) | sell | $1,001 – $15,000 | self | record |
| 2022-06-16 | VRSK | Verisk Analytics, Inc. (VRSK) | buy | $1,001 – $15,000 | spouse | record |
| 2022-06-16 | IWN | iShares Russell 2000 Value ETF (IWN) | sell | $15,001 – $50,000 | spouse | record |
| 2022-06-15 | BA | Boeing Company (BA) | buy | $1,001 – $15,000 | self | record |
| 2022-06-15 | BA | Boeing Company (BA) | buy | $1,001 – $15,000 | spouse | record |
| 2022-06-13 | — | Expedia Inc | sell | $1,001 – $15,000 | joint | record |
| 2022-06-13 | — | 2000094751 Expedia Inc | sell | $1,001 – $15,000 | self | record |
| 2022-06-13 | — | Expedia Inc | sell | $1,001 – $15,000 | spouse | record |
| 2022-06-13 | — | 2000094751 JT Expedia Inc | sell | $1,001 – $15,000 | self | record |
| 2022-06-07 | AMZN | Amazon.com, Inc. (AMZN) | buy | $1,001 – $15,000 | spouse | record |
| 2022-06-01 | SPGI | S&P Global Inc. (SPGI) | sell | $1,001 – $15,000 | self | record |
| 2022-05-25 | — | HCA Inc | buy | $15,001 – $50,000 | spouse | record |
| 2022-05-18 | — | San Francisco Calif City | buy | $1,001 – $15,000 | joint | record |
| 2022-05-18 | — | 2000094752 San Francisco Calif City | buy | $1,001 – $15,000 | self | record |
| 2022-05-18 | — | 2000094752 JT San Francisco Calif City | buy | $1,001 – $15,000 | self | record |
| 2022-05-17 | TMUS | T-Mobile US, Inc. (TMUS) | buy | $1,001 – $15,000 | spouse | record |
| 2022-05-17 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | spouse | record |
| 2022-05-07 | — | HCA inc | sell | $1,001 – $15,000 | joint | record |
| 2022-05-07 | — | 2000094750 HCA inc | sell | $1,001 – $15,000 | self | record |
| 2022-05-07 | — | HCA Inc | sell | $1,001 – $15,000 | spouse | record |
| 2022-05-07 | — | 2000094750 JT HCA inc | sell | $1,001 – $15,000 | self | record |
| 2022-05-07 | — | 2000094756 SP HCA Inc | sell | $1,001 – $15,000 | self | record |
| 2022-05-07 | — | 2000094750 JT HCA inc | sell | $1,001 – $15,000 | self | record |
| 2022-05-06 | ICE | Intercontinental Exchange Inc. (ICE) | sell | $15,001 – $50,000 | spouse | record |
| 2022-05-05 | ICE | Intercontinental Exchange Inc. (ICE) | sell | $1,001 – $15,000 | spouse | record |
| 2022-05-02 | — | Constellation Brands Inc | buy | $15,001 – $50,000 | spouse | record |
| 2022-04-27 | — | San Francisco Calif City & City Bonds | buy | $1,001 – $15,000 | joint | record |
| 2022-04-21 | — | Bk of America Corp Note | buy | $1,001 – $15,000 | spouse | record |
| 2022-04-13 | — | Elanco Animal Health Inc | sell | $1,001 – $15,000 | self | record |
| 2022-04-13 | — | 2000094009 JT Elanco Animal Health Inc | sell | $1,001 – $15,000 | self | record |
| 2022-04-07 | IFF | International Flavors & Fragrances, Inc. (IFF) | sell | $1,001 – $15,000 | spouse | record |
| 2022-04-06 | IFF | International Flavors & Fragrances, Inc. (IFF) | sell | $1,001 – $15,000 | joint | record |
| 2022-04-06 | TJX | TJX Companies, Inc. (TJX) | sell | $1,001 – $15,000 | spouse | record |
| 2022-04-06 | NVDA | NVIDIA Corporation (NVDA) | sell | $1,001 – $15,000 | spouse | record |
| 2022-04-06 | IFF | International Flavors & Fragrances, Inc. (IFF) | sell | $15,001 – $50,000 | spouse | record |
| 2022-04-05 | IFF | International Flavors & Fragrances, Inc. (IFF) | sell | $1,001 – $15,000 | spouse | record |
| 2022-04-04 | IFF | International Flavors & Fragrances, Inc. (IFF) | sell | $1,001 – $15,000 | spouse | record |
| 2022-03-29 | — | Netflix Inc | buy | $1,001 – $15,000 | joint | record |
| 2022-03-25 | JBI | Janus International Group, Inc. (JBI) | sell | $1,001 – $15,000 | spouse | record |
| 2022-03-24 | — | Netflix Inc | buy | $15,001 – $50,000 | spouse | record |
| 2022-03-24 | JBI | Janus International Group, Inc. (JBI) | sell | $1,001 – $15,000 | spouse | record |
| 2022-03-16 | JBI | Janus International group, Inc. (JBI) | sell | $1,001 – $15,000 | spouse | record |
| 2022-03-07 | DECK | Deckers Outdoor Corporation (DECK) | sell | $15,001 – $50,000 | spouse | record |
| 2022-03-07 | CCK | Crown Holdings, Inc. (CCK) | buy | $1,001 – $15,000 | spouse | record |
| 2022-03-07 | — | HCA Inc | buy | $1,001 – $15,000 | joint | record |
| 2022-03-07 | — | HCA Inc | buy | $1,001 – $15,000 | spouse | record |
| 2022-03-04 | CCK | Crown Holdings, Inc. (CCK) | buy | $1,001 – $15,000 | spouse | record |
| 2022-03-03 | — | Hyatt Hotels | buy | $1,001 – $15,000 | spouse | record |
| 2022-03-03 | ADSK | Autodesk, Inc. (ADSK) | sell | $1,001 – $15,000 | spouse | record |
| 2022-02-25 | AMT | American Tower Corporation (AMT) | sell | $1,001 – $15,000 | spouse | record |
| 2022-02-24 | PSQ | ProShares Short QQQ (PSQ) | sell | $1,001 – $15,000 | joint | record |
| 2022-02-24 | PSQ | ProShares Short QQQ (PSQ) | sell | $1,001 – $15,000 | spouse | record |
| 2022-02-24 | — | CIT group | sell | $1,001 – $15,000 | spouse | record |
| 2022-02-24 | PSQ | ProShares Short QQQ (PSQ) | sell | $15,001 – $50,000 | spouse | record |
| 2022-02-24 | ADSK | Autodesk, Inc. (ADSK) | sell | $1,001 – $15,000 | spouse | record |
| 2022-02-24 | — | CIT group | sell | $15,001 – $50,000 | spouse | record |
| 2022-02-15 | — | Netflix | sell | $1,001 – $15,000 | joint | record |
| 2022-02-15 | — | Netflix | sell | $1,001 – $15,000 | spouse | record |
| 2022-02-15 | — | Netflix | sell | $15,001 – $50,000 | spouse | record |
| 2022-02-09 | SPGI | S&P global Inc. (SPgI) | buy | $1,001 – $15,000 | spouse | record |
| 2022-01-26 | — | Wells Fargo & Co | sell | $15,001+ | spouse | record |
| 2022-01-21 | HD | Home Depot, Inc. (HD) | sell | $15,001+ | spouse | record |
| 2022-01-21 | HD | Home Depot, Inc. (HD) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-21 | HD | Home Depot, Inc. (HD) | sell | $1,001 – $15,000 | spouse | record |
| 2022-01-14 | PSQ | ProShares Short QQQ (PSQ) | buy | $15,001 – $50,000 | spouse | record |
| 2022-01-14 | — | Alphabet Inc. - Class C Capital | sell | $15,001+ | spouse | record |
| 2022-01-14 | RUN | Sunrun Inc. (RuN) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-14 | PSQ | ProShares Short QQQ (PSQ) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-14 | GOOG | Alphabet Inc. - Class C Capital Stock (gOOg) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-14 | PSQ | ProShares Short QQQ (PSQ) | buy | $1,001 – $15,000 | spouse | record |
| 2022-01-07 | JBI | Janus International group, Inc. (JBI) | buy | $1,001 – $15,000 | spouse | record |
| 2021-12-30 | — | Service Corp Intl | buy | $15,001 – $50,000 | spouse | record |
| 2021-12-27 | TMUS | T-Mobile uS, Inc. (TMuS) | buy | $1,001 – $15,000 | joint | record |
| 2021-12-27 | UBER | uber Technologies, Inc. (uBER) | buy | $1,001 – $15,000 | spouse | record |
| 2021-12-20 | JBI | Janus International group, Inc. (JBI) | buy | $1,001 – $15,000 | spouse | record |
| 2021-12-15 | IWN | iShares Russell 2000 Value ETF (IWN) | sell | $1,001 – $15,000 | joint | record |
| 2021-12-15 | BKNG | Booking Holdings Inc. (BKNg) | sell | $1,001 – $15,000 | joint | record |
| 2021-12-15 | ADBE | Adobe Inc. (ADBE) | sell | $1,001 – $15,000 | joint | record |
| 2021-12-15 | IWN | iShares Russell 2000 Value ETF (IWN) | sell | $15,001 – $50,000 | spouse | record |
| 2021-12-15 | BKNG | Booking Holdings Inc. (BKNg) | sell | $15,001 – $50,000 | spouse | record |
| 2021-12-15 | ADBE | Adobe Inc. (ADBE) | sell | $1,001 – $15,000 | spouse | record |
| 2021-12-15 | IWN | iShares Russell 2000 Value ETF (IWN) | sell | $1,001 – $15,000 | spouse | record |
| 2021-12-15 | BKNG | Booking Holdings Inc. (BKNg) | sell | $1,001 – $15,000 | spouse | record |
| 2021-12-01 | AZN | AstraZeneca PLC - American Depositary Shares (AZN) | sell | $1,001 – $15,000 | spouse | record |
| 2021-11-11 | LZ | LegalZoom.com, Inc. (LZ) | sell | $1,001 – $15,000 | spouse | record |
| 2021-11-10 | SCI | Service Corporation International (SCI) | sell | $1,001 – $15,000 | spouse | record |
| 2021-11-10 | SCI | Service Corporation International (SCI) | sell | $1,001 – $15,000 | spouse | record |
| 2021-11-09 | SCI | Service Corporation International (SCI) | sell | $1,001 – $15,000 | spouse | record |
| 2021-11-08 | SCI | Service Corporation International (SCI) | sell | $1,001 – $15,000 | spouse | record |
| 2021-11-04 | DECK | Deckers Outdoor Corporation (DECK) | buy | $15,001 – $50,000 | spouse | record |
| 2021-11-03 | — | Hyatt hotels Corp | buy | $1,001 – $15,000 | joint | record |
| 2021-10-29 | — | Booking Holdings Inc | sell | $1,001 – $15,000 | joint | record |
| 2021-10-21 | ICE | Intercontinental Exchange Inc. (ICE) | sell | $1,001 – $15,000 | spouse | record |
| 2021-10-21 | BX | Blackstone Inc. (BX) | sell | $15,001 – $50,000 | spouse | record |
| 2021-10-19 | — | Thermo Fisher Scientific Inc. | buy | $15,001 – $50,000 | spouse | record |
| 2021-10-06 | DECK | Deckers Outdoor Corporation (DECK) | buy | $1,001 – $15,000 | joint | record |
| 2021-09-28 | — | Hyatt Hotels Corp Note | buy | $1,001 – $15,000 | joint | record |
| 2021-09-27 | — | Hyatt Hotels Corp Note | buy | $15,001+ | spouse | record |
| 2021-09-17 | BLK | BlackRock, Inc. (BLK) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-10 | — | VMWare Inc Note | buy | $15,001 – $50,000 | spouse | record |
| 2021-09-10 | — | 2000086472 SP VMWare Inc Note | buy | $15,001 – $50,000 | self | record |
| 2021-09-08 | — | VMWare Inc | buy | $15,001 – $50,000 | spouse | record |
| 2021-08-24 | — | T Mobile uSA | buy | $15,001 – $50,000 | spouse | record |
| 2021-08-23 | GM | general Motors Company (gM) | sell | $1,001 – $15,000 | joint | record |
| 2021-08-23 | BKNG | Booking Holdings Inc. (BKNg) | buy | $1,001 – $15,000 | joint | record |
| 2021-08-23 | GM | general Motors Company (gM) | sell | $1,001 – $15,000 | spouse | record |
| 2021-08-23 | BKNG | Booking Holdings Inc. (BKNg) | buy | $1,001 – $15,000 | spouse | record |
| 2021-08-23 | GM | general Motors Company (gM) | sell | $15,001 – $50,000 | spouse | record |
| 2021-08-23 | BKNG | Booking Holdings Inc. (BKNg) bcdefg | buy | $15,001 – $50,000 | spouse | record |
| 2021-08-23 | GM | General Motors Company (GM) | sell | $15,001 – $50,000 | spouse | record |
| 2021-08-16 | LZ | LegalZoom.com, Inc. (LZ) | buy | $1,001 – $15,000 | spouse | record |
| 2021-08-13 | LZ | LegalZoom.com, Inc. (LZ) | buy | $1,001 – $15,000 | spouse | record |
| 2021-08-10 | — | Kraft Heinz Foods Co | buy | $1,001 – $15,000 | spouse | record |
| 2021-08-06 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | spouse | record |
| 2021-08-05 | DECK | deckers Outdoor Corporation (dECK) | buy | $1,001 – $15,000 | spouse | record |
| 2021-08-04 | DECK | deckers Outdoor Corporation (dECK) | buy | $1,001 – $15,000 | spouse | record |
| 2021-08-03 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | spouse | record |
| 2021-08-03 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | spouse | record |
| 2021-08-03 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | spouse | record |
| 2021-08-03 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | spouse | record |
| 2021-08-02 | DECK | deckers Outdoor Corporation (dECK) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-30 | DECK | Deckers Outdoor Corporation (DECK) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-08 | KRE | SPDR S&P Regional Banking ETF (KRE) | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-08 | KRE | SPDR S&P Regional Banking ETF (KRE) | sell | $15,001 – $50,000 | spouse | record |
| 2021-07-08 | KRE | SPDR S&P Regional Banking ETF (KRE) | sell | $1,001 – $15,000 | joint | record |
| 2021-07-07 | UBER | uber Technologies, Inc. (uBER) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-06 | JNJ | Johnson & Johnson (JNJ) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-24 | COIN | Coinbase global, Inc. - Class A (COIN) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-08 | — | Kraft Heinz Foods Co | buy | $15,001 – $50,000 | spouse | record |
| 2021-06-04 | SPGI | S&P global Inc. (SPgI) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-04 | SPGI | S&P global Inc. (SPgI) | buy | $1,001 – $15,000 | spouse | record |
| 2021-06-03 | SPGI | S&P global Inc. (SPgI) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-03 | FIS | Fidelity National Information Services, Inc. (FIS) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-03 | FIS | Fidelity National Information Services, Inc. (FIS) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-03 | SPGI | S&P global Inc. (SPgI) | buy | $15,001 – $50,000 | spouse | record |
| 2021-06-03 | FIS | Fidelity National Information Services, Inc. (FIS) | sell | $15,001 – $50,000 | spouse | record |
| 2021-06-02 | — | Equinix Inc. Note 5.375%; Due 5/15/2027 | sell | $15,001 – $50,000 | spouse | record |
| 2021-05-19 | VRSK | Verisk Analytics, Inc. (VRSK) | buy | $1,001 – $15,000 | joint | record |
| 2021-05-14 | KTOS | Kratos Defense & Security Solutions, Inc. (KTOS) | sell | $1,001 – $15,000 | spouse | record |
| 2021-05-12 | KTOS | Kratos Defense & Security Solutions, Inc. (KTOS) | sell | $1,001 – $15,000 | spouse | record |
| 2021-05-11 | SPCE | Virgin galactic Holdings, Inc. (SPCE) | sell | $1,001 – $15,000 | spouse | record |
| 2021-05-11 | KTOS | Kratos Defense & Security Solutions, Inc. (KTOS) | sell | $1,001 – $15,000 | spouse | record |
| 2021-04-14 | COIN | Coinbase global, Inc. - Class A (COIN) | buy | $1,001 – $15,000 | spouse | record |
| 2021-04-13 | — | Service Corp Intl | buy | $1,001 – $15,000 | joint | record |
| 2021-04-01 | — | CDW LLC / CDW FIN | buy | $1,001 – $15,000 | joint | record |
| 2021-03-31 | — | Mondelez Intl | sell | $1,001 – $15,000 | joint | record |
| 2021-03-25 | — | Toll Bros Fin | buy | $15,001 – $50,000 | spouse | record |
| 2021-03-24 | — | Netflix | buy | $1,001 – $15,000 | spouse | record |
| 2021-03-23 | NVDA | NVIDIA Corporation (NVDA) | buy | $1,001 – $15,000 | joint | record |
| 2021-03-18 | KRE | SPDR S&P Regional Banking ETF (KRE) | buy | $1,001 – $15,000 | spouse | record |
| 2021-03-18 | KRE | SPDR S&P Regional Banking ETF (KRE) | buy | $15,001 – $50,000 | spouse | record |
| 2021-03-18 | KRE | SPDR S&P Regional Banking ETF (KRE) | buy | $1,001 – $15,000 | joint | record |
| 2021-03-18 | — | Ares Capital | sell | $1,001 – $15,000 | joint | record |
| 2021-03-17 | ADSK | Autodesk, Inc. (ADSK) | buy | $1,001 – $15,000 | joint | record |
| 2021-03-17 | ADBE | Adobe Inc. (ADBE) | buy | $898 – $898 | joint | record |
| 2021-03-15 | COLD | Americold Realty Trust Common Shares (COLD) | sell | $1,001 – $15,000 | joint | record |
| 2021-03-15 | COLD | Americold Realty Trust Common Shares (COLD) | sell | $1,001 – $15,000 | spouse | record |