Business · Congress trades · House

Marie Newman

Every stock trade Marie Newman reported under the STOCK Act since 2020, and how each did against the S&P 500.

Trades301
Buys / sales143 / 158
Estimated volume$6.3MMiddle of each reported range
Trades that beat the market51.5%85 of 165: did better than the same money in the S&P 500 that day
Typical trade vs. the market+9.4%The middle trade: half did better, half worse
Disclosed late71Reported more than 45 days after the trade

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

PTON · sold February 12, 2021, $1,001 - $15,000

+193.1% vs. the S&P 500 since

Worst-timed trade

COIN · sold November 21, 2022, $1,001 - $15,000

−224.4% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since March 31, 2021: +8.7% against +88.4% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
-50%0%+50%+100%20222023202420252026March 31, 2021: portfolio +0.0%, S&P 500 +0.0%June 30, 2021: portfolio +3.9%, S&P 500 +8.0%September 30, 2021: portfolio −4.3%, S&P 500 +8.3%December 31, 2021: portfolio +2.4%, S&P 500 +19.8%March 31, 2022: portfolio −8.3%, S&P 500 +14.0%June 30, 2022: portfolio −37.0%, S&P 500 −4.8%September 30, 2022: portfolio −34.5%, S&P 500 −9.9%December 31, 2022: portfolio −47.2%, S&P 500 −3.5%March 31, 2023: portfolio −36.7%, S&P 500 +3.3%June 30, 2023: portfolio −30.5%, S&P 500 +11.8%September 30, 2023: portfolio −32.5%, S&P 500 +7.9%December 31, 2023: portfolio −25.8%, S&P 500 +19.9%March 31, 2024: portfolio −25.6%, S&P 500 +32.0%June 30, 2024: portfolio −24.4%, S&P 500 +37.3%September 30, 2024: portfolio −17.1%, S&P 500 +44.8%December 31, 2024: portfolio +0.1%, S&P 500 +47.9%March 31, 2025: portfolio −17.8%, S&P 500 +41.1%June 30, 2025: portfolio −4.0%, S&P 500 +55.9%September 30, 2025: portfolio +8.8%, S&P 500 +68.1%December 31, 2025: portfolio +11.9%, S&P 500 +72.1%March 31, 2026: portfolio −2.4%, S&P 500 +64.1%June 30, 2026: portfolio +8.7%, S&P 500 +88.4%

Compare with funds and other members · how we rebuild it is on that page.

What they still hold

By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.

StockShare of portfolioWorth about
TSLATesla24.6%$124K
RRyder19.4%$97K
MSFTMicrosoft16.8%$84K
AMZNAmazon9.6%$48K
CRMSalesforce5.4%$27K
CNACNA Financial5.2%$26K
DISThe Walt Disney Company4.4%$22K
TRVThe Travelers Companies4.1%$21K
LMNDLemonade3.4%$17K
KOThe Coca-Cola Company2.7%$14K
CCLCarnival Corporation1.6%$7,951
RIVNRivian Automotive0.8%$4,230

Most traded: COIN (19), CHWY (14), FDX (14), ZM (11), W (11), MET (9), PTON (9), MRNA (8)

Every trade

TradedWhatStockAmountVs. the market since
November 21, 2022Sold JointCOINCoinbase Global, Inc. - Class A (COIN)$1,001 - $15,0001−224.4%
February 8, 2022Sold SpouseATVIActivision blizzard, Inc (ATVI)$1,001 - $15,0002–
February 8, 2022SoldATVIfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Activision$1,001 - $15,0002–
February 8, 2022SoldCOINfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Coinbase g$1,001 - $15,0002+88.2%
January 11, 2022SoldZMUbHOLDINg O F : Charles Schwab JT TEN L OCATION : US D ESCRIPTION : St$15,001 - $50,0003+108.5%
January 4, 2022BoughtCOINfedcbF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA JT Coinbase $1,001 - $15,0003−92.4%
January 4, 2022BoughtfedcF ILINg S TATUS : New S UbHOLDINg O F : Charles Schwab JT TEN JT g$1,001 - $15,0003–
December 31, 2021Sold SpouseAAPLApple Inc. (AAPL)$15,001 - $50,0003−30.9%
December 29, 2021Bought Spousebest buy Co., Inc. (bbY)$15,001 - $50,0004–
December 7, 2021SoldCOINfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Coinbase g$1,001 - $15,0004+104.4%
November 10, 2021Bought SpouseRIVNRivian Automotive, Inc. - Class A (RIVN)$15,001 - $50,0005−153.5%
November 26, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Apple Inc.$15,001 - $50,0006–
November 24, 2021BoughtCRMfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Salesforce$15,001 - $50,0006−81.2%
November 19, 2021BoughtHIPOfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Hippo Hold$1,001 - $15,0006−128.2%
November 18, 2021BoughtCOINIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call$15,001 - $50,0006−110.8%
November 11, 2021BoughtDISubHOlDINg O F : Rollover IRA l OCATION : uS D ESCRIPTION : grayscale b$15,001 - $50,0006−98.2%
November 9, 2021SoldCOINfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Coinbase $1,001 - $15,0006+116.7%
November 9, 2021BoughtCOINF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Coinbase globa$15,001 - $50,0006−116.7%
November 9, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Stock: gra$15,001 - $50,0006–
November 5, 2021SoldCOINfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Coinbase g$50,001 - $100,0006+113.4%
October 29, 2021Bought SpouseAMZNAmazon.com, Inc. (AMZN)$15,001 - $50,0006−19.8%
October 29, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Apple Inc.$15,001 - $50,0006–
October 28, 2021Sold SpouseCOINCoinbase global, Inc. - Class A(COIN)$1,001 - $15,0007+114.1%
October 14, 2021SoldFIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call$1,001 - $15,0007+94.0%
September 17, 2021SoldMETfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Metlife, I$1,001 - $15,0008+12.4%
September 14, 2021Bought SpouseCOINCoinbase global, Inc. - Class A(COIN)$15,001 - $50,0008−102.5%
September 10, 2021SoldPTONfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Peloton In$1,001 - $15,0008+168.6%
September 8, 2021BoughtPTONfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Peloton In$1,001 - $15,0008−165.7%
September 7, 2021BoughtMETfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Metlife, $1,001 - $15,0008−6.3%
September 7, 2021BoughtMETfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Metlife, I$1,001 - $15,0008−6.3%
September 7, 2021Bought SpouseRRyder System, Inc. (R)$15,001 - $50,0008+128.9%
September 7, 2021BoughtZMfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Zoom Video$15,001 - $50,0008−138.2%
August 27, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Netflix, I$50,001 - $100,0009–
August 20, 2021Sold SpouseCRMSalesforce.com Inc (CRM)$15,001 - $50,0009+80.1%
August 20, 2021SoldWMTfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Walmart In$1,001 - $15,0009−59.4%
August 20, 2021SoldWfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Wayfair In$15,001 - $50,0009+135.3%
August 13, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Apple Inc.$15,001 - $50,0009–
August 13, 2021SoldCHWYfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Chewy, Inc$1,001 - $15,0009+151.2%
August 13, 2021BoughtCOINfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Coinbase g$15,001 - $50,0009−106.8%
August 13, 2021SoldCOINfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Coinbase g$1,001 - $15,0009+106.8%
August 13, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Facebook, $15,001 - $50,0009–
August 13, 2021BoughtfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Starbucks$1,001 - $15,0009–
August 6, 2021Bought SpouseATVIActivision blizzard, Inc (ATVI)$1,001 - $15,0009–
August 6, 2021BoughtMSFTfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Microsoft$1,001 - $15,0009+11.9%
August 2, 2021BoughtCNAfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP CNA Financ$1,001 - $15,0009−67.0%
August 2, 2021BoughtCNAfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP CNA Financ$1,001 - $15,0009−67.0%
August 2, 2021BoughtCNAfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP CNA Financ$1,001 - $15,0009−67.0%
August 2, 2021BoughtfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Facebook,$15,001 - $50,0009–
August 2, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Tesla, Inc$1,001 - $15,0009–
August 2, 2021SoldIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call$50,001 - $100,0009–
August 2, 2021BoughtTRVfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP The Trave$1,001 - $15,0009+81.4%
July 30, 2021Sold SpouseCOINCoinbase global, Inc. - Class A(COIN)$15,001 - $50,0009+102.8%
July 30, 2021SoldCOINfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Coinbase $15,001 - $50,0009+102.8%
July 30, 2021SoldCOSTIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call$15,001 - $50,0009−54.2%
July 28, 2021BoughtfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Starbucks $1,001 - $15,00010–
July 23, 2021Bought SpouseCOINCoinbase global, Inc. - Class A(COIN)$15,001 - $50,00010−98.4%
July 19, 2021BoughtFfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Ford Motor$1,001 - $15,00010−88.0%
July 19, 2021SoldNFLXfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Netflix, I$1,001 - $15,00010+45.2%
July 19, 2021SoldTSLAfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Tesla, Inc$1,001 - $15,00010+13.4%
July 16, 2021Sold SpouseStarbucks Corporation (SbUX)$1,001 - $15,00010–
July 16, 2021SoldTRUPfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA JT Trupanion,$1,001 - $15,00010+152.5%
July 15, 2021BoughtLMNDfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Lemonade, $15,001 - $50,00010−124.7%
July 13, 2021BoughtCOSTfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Costco Who$15,001 - $50,00010+65.8%
July 9, 2021Sold SpouseAAPLApple Inc. (AAPL)$15,001 - $50,00010−59.5%
July 9, 2021SoldCHWYfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Chewy, Inc$1,001 - $15,00010+152.7%
July 9, 2021SoldNKEILINg S TATUS : New S UbHOLDINg O F : Rollover IRA D ESCRIPTION : call$15,001 - $50,00010+154.1%
July 6, 2021BoughtCOINfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA JT Coinbase g$1,001 - $15,00010−104.7%
July 6, 2021SoldTSLAILINg S TATUS : New S UbHOLDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00010+13.4%
July 6, 2021BoughtTSLAfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Tesla, Inc$50,001 - $100,00010−13.4%
July 2, 2021BoughtCCLfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Carnival C$1,001 - $15,00010−78.6%
July 2, 2021BoughtCHWYfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Chewy, Inc$1,001 - $15,00010−151.9%
July 2, 2021BoughtCOINfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Coinbase g$15,001 - $50,00010−106.0%
July 2, 2021BoughtNVCRfedcbF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP NovoCure $15,001 - $50,00010−170.1%
July 2, 2021BoughtCRMfedcF ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA SP Salesforce$15,001 - $50,00010−81.0%
July 2, 2021SoldTSLAILINg S TATUS : New S UbHOLDINg O F : Rollover IRA D ESCRIPTION : call$50,001 - $100,00010+17.8%
June 29, 2021BoughtWfedcbF ILINg S TATUS : New S UbHOLDINg O F : Charles Schwab JT TEN SP $15,001 - $50,00010−143.9%
June 25, 2021SoldWD ESCRIPTION : Call SP Wayfair Inc. Class A (W)$15,001 - $50,00011+145.9%
June 18, 2021Sold JointARKKARK Innovation ETF (ARKK)$1,001 - $15,00011–
June 18, 2021SoldPTONfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Peloton In$1,001 - $15,00011+181.1%
June 18, 2021SoldCRMfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT Salesforce$15,001 - $50,00011+86.9%
June 18, 2021SoldIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call$1,001 - $15,00011–
June 18, 2021SoldZMIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call$50,001 - $100,00011+159.8%
June 14, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP C$1,001 - $15,00011–
June 2, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP T$1,001 - $15,00011–
June 2, 2021SoldZMfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Zoom Vide$1,001 - $15,00011+153.6%
May 21, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT Trupanion,$1,001 - $15,00012–
May 20, 2021Sold SpousebowX Acquisition Corp. - Class A(bOWX)$1,001 - $15,00012–
April 30, 2021BoughtMSFTg fedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA Microsoft $15,001 - $50,00012+29.0%
April 30, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Tesla, Inc$1,001 - $15,00012–
April 30, 2021BoughtIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call$50,001 - $100,00012–
April 30, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP u$1,001 - $15,00012–
April 26, 2021BoughtIlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN D ESCRIPTI$1,001 - $15,00013–
April 23, 2021SoldJNJfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Johnson & $15,001 - $50,00013+32.2%
April 23, 2021SoldWfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Wayfair In$1,001 - $15,00013+148.6%
April 23, 2021BoughtYTRAIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call$1,001 - $15,00013−140.0%
April 22, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Tesla, Inc$50,001 - $100,00013–
April 22, 2021BoughtIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call$1,001 - $15,00013–
April 19, 2021BoughtKOfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP C$1,001 - $15,00013−15.5%
April 19, 2021BoughtPTONfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Peloton In$1,001 - $15,00013−180.9%
April 19, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Tesla, Inc$50,001 - $100,00013–
April 19, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Tesla, Inc$1,001 - $15,00013–
April 16, 2021Bought SpousebowX Acquisition Corp. - Class A(bOWX)$1,001 - $15,00013–
April 16, 2021BoughtCOINfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Coinbase g$15,001 - $50,00013−134.3%
April 16, 2021SoldCOINfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Coinbase g$15,001 - $50,00013+134.3%
April 16, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP goPro, Inc$1,001 - $15,00013–
April 16, 2021SoldMETfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP M$1,001 - $15,00013+26.0%
April 16, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Netflix, I$1,001 - $15,00013–
April 16, 2021BoughtNKEIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call$1,001 - $15,00013−157.3%
April 16, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP TEgNA Inc $1,001 - $15,00013–
April 16, 2021BoughtWfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Wayfair In$15,001 - $50,00013−149.9%
April 13, 2021BoughtJNJfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Johnson & $15,001 - $50,00013−28.1%
April 13, 2021SoldSPOTfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN JT S$15,001 - $50,00013+5.8%
April 13, 2021BoughtSPOTfedcbF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN JT $1,001 - $15,00013−5.8%
April 12, 2021BoughtfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Netflix, $50,001 - $100,00013–
April 12, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP TEgNA Inc $1,001 - $15,00013–
April 9, 2021SoldFDXfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP FedEx Corp$15,001 - $50,00013+60.4%
April 9, 2021BoughtfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP goPro, In$1,001 - $15,00013–
April 9, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Netflix, I$50,001 - $100,00013–
April 9, 2021BoughtSPOTfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT Spotify Te$15,001 - $50,00013+2.6%
April 5, 2021BoughtCHWYfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT Chewy, Inc$15,001 - $50,00013−164.0%
April 5, 2021SoldCHWYfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN JT C$15,001 - $50,00013+164.0%
April 5, 2021BoughtFDXfedcbF IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) SP FedE$15,001 - $50,00013−60.5%
April 5, 2021BoughtMETfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Metlife, I$1,001 - $15,00013−27.1%
April 5, 2021BoughtF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Netflix, Inc. $50,001 - $100,00013–
April 5, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT Netflix, I$50,001 - $100,00013–
April 5, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN JT N$50,001 - $100,00013–
April 5, 2021BoughtIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call$1,001 - $15,00013–
April 1, 2021Sold SpouseFDXFedEx Corporation (FDX)$15,001 - $50,00013+64.2%
April 1, 2021SoldfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT lemonade,$1,001 - $15,00013–
April 1, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP N$50,001 - $100,00013–
April 1, 2021SoldPTONF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Peloton Intera$15,001 - $50,00013+187.9%
April 1, 2021SoldF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Tesla, Inc. (T$50,001 - $100,00013–
April 1, 2021SoldfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Tesla, In$50,001 - $100,00013–
January 29, 2021LATESoldfedcF IlINg S TATuS : Amended S ubHOlDINg O F : Rollover IRA 200007815$15,001 - $50,00014–
January 22, 2021LATESold2000078140 SP Alibaba group Holding l imitedAmerican Depositary Shares$15,001 - $50,00014–
March 29, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA Duke Energy C$1,001 - $15,00015–
March 29, 2021BoughtFDXfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP FedEx Corp$15,001 - $50,00015−64.5%
March 29, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA International$1,001 - $15,00015–
March 29, 2021SoldIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00015–
March 29, 2021BoughtD ESCRIPTION : call SP Tesla, Inc. (TSlA)$50,001 - $100,00015–
March 26, 2021SoldEAfedcF IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) SP Elect$1,001 - $15,00015–
March 26, 2021SoldFDXfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP FedEx Corp$15,001 - $50,00015+65.4%
March 26, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP united Par$15,001 - $50,00015–
March 26, 2021SoldKfedcF IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) SP unite$15,001 - $50,00015–
March 23, 2021SoldWMTfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN JT W$1,001 - $15,00015−65.9%
March 22, 2021BoughtEAfedcbF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP $1,001 - $15,00015–
March 22, 2021BoughtFDXfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP FedEx Cor$15,001 - $50,00015−63.6%
March 22, 2021SoldfedcbF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP $1,001 - $15,00015–
March 22, 2021BoughtIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00015–
March 22, 2021Bought JointWMTWalmart Inc. (WMT)$1,001 - $15,00015+70.5%
March 19, 2021SoldFDXfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP FedEx Corp$15,001 - $50,00015+67.9%
March 19, 2021SoldRfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT Ryder Syst$1,001 - $15,00015−126.5%
March 19, 2021SoldWfedcbF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP $15,001 - $50,00015+164.5%
March 15, 2021SoldFDXFedEx Corporation (FDX)$15,001 - $50,00015+58.2%
March 15, 2021BoughtFDXfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP FedEx Cor$15,001 - $50,00015−58.2%
March 15, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP l$1,001 - $15,00015–
March 15, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP lemonade, $1,001 - $15,00015–
March 15, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP u$15,001 - $50,00015–
March 12, 2021SoldFDXfedcF IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) SP FedEx$15,001 - $50,00015+61.0%
March 12, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN JT l$1,001 - $15,00015–
March 12, 2021SoldPFEfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Pfizer, In$1,001 - $15,00015+111.6%
March 11, 2021SoldPFEfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Pfizer, I$1,001 - $15,00015+111.3%
March 11, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP united Par$15,001 - $50,00015–
March 5, 2021SoldfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Internati$1,001 - $15,00015–
March 5, 2021Sold SpouseKRKroger Company (KR)$1,001 - $15,00015+19.1%
March 5, 2021SoldKfedcF IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) SP unite$15,001 - $50,00015–
March 1, 2021BoughtCHWYfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Chewy, In$1,001 - $15,00015−178.1%
March 1, 2021BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT lemonade, $1,001 - $15,00015–
March 1, 2021SoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Tesla, Inc$1,001 - $15,00015–
March 1, 2021SoldVRMfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Vroom, Inc$1,001 - $15,00015–
March 1, 2021SoldZMfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Zoom Vide$1,001 - $15,00015+174.2%
March 1, 2021SoldZMIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00015+174.2%
February 26, 2021LATESold SpouseCarnival Corporation (CCl)$1,001 - $15,00015–
February 26, 2021LATESoldETNfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT Eaton Cor$1,001 - $15,00015−97.6%
February 26, 2021LATESoldDISfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN JT W$15,001 - $50,00015+144.4%
February 19, 2021LATESoldMETfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Metlife, $1,001 - $15,00016+19.0%
February 19, 2021LATEBoughtPTONF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Peloton Intera$1,001 - $15,00016−194.1%
February 19, 2021LATEBoughtPTONfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Peloton In$1,001 - $15,00016−194.1%
February 19, 2021LATESoldPFEfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT Pfizer, In$1,001 - $15,00016+112.4%
February 19, 2021LATEBoughtRfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN JT R$1,001 - $15,00016+164.1%
February 19, 2021LATESoldSNAPfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP S$1,001 - $15,00016+188.1%
February 19, 2021LATEBoughtIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00016–
February 19, 2021LATESoldIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00016–
February 19, 2021LATESoldTRVIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00016−65.2%
February 19, 2021LATESold Spouseunited Airlines Holdings, Inc. (uAl)$1,001 - $15,00016–
February 19, 2021LATEBoughtVRMfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Vroom, Inc$1,001 - $15,00016–
February 19, 2021LATEBoughtDISfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT Walt Disne$15,001 - $50,00016−137.7%
February 17, 2021LATESoldIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00016–
February 16, 2021LATESoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN JT C$1,001 - $15,00016–
February 16, 2021LATEBoughtCHWYfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Chewy, In$1,001 - $15,00016−178.5%
February 16, 2021LATEBoughtETNfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT Eaton Corp$1,001 - $15,00016+116.3%
February 16, 2021LATEBoughtFDXfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP FedEx Corp$15,001 - $50,00016−57.6%
February 16, 2021LATEBoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT lemonade, $15,001 - $50,00016–
February 16, 2021LATEBoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA JT Trupanion,$1,001 - $15,00016–
February 12, 2021LATESoldCHWYfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Chewy, Inc$15,001 - $50,00016+178.9%
February 12, 2021LATESoldFDXfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP FedEx Corp$50,001 - $100,00016+58.0%
February 12, 2021LATESoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP M$15,001 - $50,00016–
February 12, 2021LATESoldNKEfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Nike, Inc.$1,001 - $15,00016+170.4%
February 12, 2021LATESoldPTONfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Peloton In$1,001 - $15,00016+193.1%
February 12, 2021LATESoldfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP united Ai$1,001 - $15,00016–
February 11, 2021LATESoldEAfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Electronic$1,001 - $15,00016–
February 11, 2021LATEBoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Tesla, Inc$50,001 - $100,00016–
February 11, 2021LATESold SpouseTesla, Inc. (TSlA)$1,001 - $15,00016–
February 11, 2021LATEBought SpouseZMZoom Video Communications, Inc. - Class A (ZM)$15,001 - $50,00016−174.9%
February 11, 2021LATESoldZMfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Zoom Video$15,001 - $50,00016+174.9%
February 11, 2021LATEBoughtZMIlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00016−174.9%
February 9, 2021LATESoldVRMg fedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA Vroom, Inc.$1,001 - $15,00016–
February 9, 2021LATEBoughtVRMfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Vroom, In$1,001 - $15,00016–
February 8, 2021LATEBoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Apple Inc.$1,001 - $15,00016–
February 8, 2021LATEBoughtKfedcF IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) JT Carni$1,001 - $15,00016–
February 8, 2021LATEBoughtCHWYfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Chewy, Inc$15,001 - $50,00016−178.2%
February 8, 2021LATEBoughtPTONfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Peloton In$1,001 - $15,00016−194.0%
February 8, 2021LATEBoughtSNAPfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Snap Inc.$1,001 - $15,00016−187.6%
February 8, 2021LATEBoughtZMfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Zoom Vide$1,001 - $15,00016−173.8%
February 5, 2021LATEBoughtfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Apple Inc$1,001 - $15,00016–
February 5, 2021LATESoldS ubHOlDINg O F : Rollover IRA SP Carnival Corporation (CCl)$1,001 - $15,00016–
February 5, 2021LATESoldCHWYfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Chewy, Inc$1,001 - $15,00016+180.1%
February 5, 2021LATESoldCHWYfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Chewy, In$1,001 - $15,00016+180.1%
February 5, 2021LATESoldXOMfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Exxon Mob$1,001 - $15,00016−150.6%
February 5, 2021LATEBoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Internatio$1,001 - $15,00016–
February 5, 2021LATEBoughtMETfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Metlife, I$1,001 - $15,00016−8.4%
February 5, 2021LATEBoughtTRVfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP The Trave$1,001 - $15,00016+66.0%
February 5, 2021LATESoldYETIfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN JT Y$1,001 - $15,00016+141.4%
February 4, 2021LATESoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Apple Inc.$15,001 - $50,00016–
February 4, 2021LATEBoughtEAfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP E$1,001 - $15,00016–
February 4, 2021LATESoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Internatio$1,001 - $15,00016–
February 4, 2021LATEBoughtNKEfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Nike, Inc$1,001 - $15,00016−173.4%
February 4, 2021LATESoldVRMfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Vroom, In$1,001 - $15,00016–
February 3, 2021LATEBoughtCHWYF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Chewy, Inc. Cl$1,001 - $15,00016−181.9%
February 1, 2021LATEBoughtCHWYfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Chewy, Inc$1,001 - $15,00016−184.5%
February 1, 2021LATEBought SpouseKRKroger Company (KR)$1,001 - $15,00016−19.1%
February 1, 2021LATEBoughtPFEfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Pfizer, In$1,001 - $15,00016−122.9%
February 1, 2021LATEBoughtVRMfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Vroom, Inc$1,001 - $15,00016–
February 1, 2021LATEBoughtVRMg fedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA Vroom, Inc.$1,001 - $15,00016–
January 29, 2021LATEBoughtKfedcF IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) SP Apple$15,001 - $50,00016–
January 29, 2021LATESoldfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP boeing Com$15,001 - $50,00016–
January 29, 2021LATESoldCHWYfedcbF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP $1,001 - $15,00016+188.0%
January 29, 2021LATESoldMRNAfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Moderna, I$15,001 - $50,00016+72.0%
January 29, 2021LATESoldMRNAfedcbF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Moderna, $1,001 - $15,00016+72.0%
January 29, 2021LATESoldTWTRfedcF IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN SP T$1,001 - $15,00016–
January 29, 2021LATESoldTWTRfedcF IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA SP Twitter, I$1,001 - $15,00016–
February 22, 2021BoughtfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA International$1,001 - $15,00017–
January 26, 2021SoldWIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : Call$1,001 - $15,00017+160.9%
January 25, 2021BoughtfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP boeing Com$15,001 - $50,00017–
January 25, 2021BoughtfedcbF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP McDonald'$15,001 - $50,00017–
January 25, 2021BoughtIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : Put $50,001 - $100,00017–
January 25, 2021BoughtWfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Wayfair In$15,00117−162.5%
January 25, 2021SoldWfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Wayfair In$1,001 - $15,00017+162.5%
January 22, 2021Sold SpouseAlibaba group holding l imitedAmerican Depositary Sh ares eachrepresen$15,001 - $50,00017–
January 22, 2021SoldfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Apple Inc.$1,001 - $15,00017–
January 22, 2021Bought SpouseXOMExxon Mobil Corporation (XOM)$1,001 - $15,00017+166.7%
January 22, 2021SoldfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP general Mo$1,001 - $15,00017–
January 22, 2021SoldfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP McDonald's$15,001 - $50,00017–
January 22, 2021SoldMSFTfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Microsoft $15,001 - $50,00017−37.2%
January 22, 2021SoldMRNAfedcbF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Moderna, $1,001 - $15,00017+21.1%
January 22, 2021BoughtMRNAfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Moderna, I$1,001 - $15,00017−21.1%
January 22, 2021SoldfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Netflix, I$100,001 - $250,00017–
January 22, 2021SoldCRMfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA JT Salesforce$15,001 - $50,00017+95.0%
January 22, 2021BoughtYETIfedcbF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA JT YETI hold$1,001 - $15,00017−141.7%
January 21, 2021BoughtfedcbF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Chewy, In$1,001 - $15,00017–
January 21, 2021BoughtfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA Duke Energy C$1,001 - $15,00017–
January 21, 2021BoughtXOMfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Exxon Mobi$1,001 - $15,00017+162.2%
January 21, 2021BoughtfedcbF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Internati$1,001 - $15,00017–
January 21, 2021BoughtTWTRfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Twitter, I$1,001 - $15,00017–
January 21, 2021BoughtfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP united Air$1,001 - $15,00017–
January 19, 2021SoldIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00017–
January 19, 2021BoughtIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00017–
January 19, 2021SoldIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00017–
January 19, 2021Sold SpouseNetflix, Inc. (NFlX)$1,001 - $15,00017–
January 15, 2021SoldfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Duke Energ$1,001 - $15,00017–
January 15, 2021SoldFDXfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP FedEx Corp$15,001 - $50,00017+61.2%
January 15, 2021BoughtIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00017–
January 15, 2021Bought SpouseMcDonald's Corporation (MC D)$15,001 - $50,00017–
January 15, 2021SoldMETfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Metlife, I$1,001 - $15,00017+9.4%
January 15, 2021SoldWfedcbF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION$15,001 - $50,00017+167.9%
January 15, 2021SoldZOOMfedcF IlINg S TATuS : New S ubhOlDINg O F : Charles Schwab JT TEN SP Z$1,001 - $15,00017–
January 15, 2021SoldZOOMIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00017–
January 14, 2021SoldfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP DocuSign, $15,001 - $50,00017–
January 14, 2021BoughtfedcbF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP DocuSign,$1,001 - $15,00017–
January 14, 2021BoughtMSFTfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Microsoft $15,001 - $50,00017+49.3%
January 14, 2021BoughtMRNAfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Moderna, I$1,001 - $15,00017−21.6%
January 14, 2021BoughtMRNAfedcF IlINg S TATuS : New S ubhOlDINg O F : Charles Schwab JT TEN SP M$1,001 - $15,00017−21.6%
January 14, 2021SoldIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00017–
January 14, 2021SoldIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00017–
January 14, 2021BoughtWMTfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Walmart In$1,001 - $15,00017+36.7%
January 11, 2021BoughtKfedcF IlINg S TATuS : New S ubhOlDINg O F : Individual 401(K) SP Apple$1,001 - $15,00017–
January 11, 2021BoughtfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP DocuSign, $15,001 - $50,00017–
January 11, 2021BoughtIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00017–
January 11, 2021BoughtMETfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Metlife, I$1,001 - $15,00017−0.8%
January 11, 2021BoughtTWTRfedcF IlINg S TATuS : New S ubhOlDINg O F : Charles Schwab JT TEN SP T$1,001 - $15,00017–
January 8, 2021SoldfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP best buy C$15,001 - $50,00017–
January 8, 2021SoldS ubhOlDINg O F : Rollover IRA SP Chewy, Inc. Class A (ChWY)$1,001 - $15,00017–
January 8, 2021SoldXOMfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Exxon Mobi$1,001 - $15,00017−181.8%
January 8, 2021SoldfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP McDonald's$15,001 - $50,00017–
January 8, 2021SoldMRNAF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Moderna, Inc. $15,001 - $50,00017−7.3%
January 8, 2021SoldMRNAfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA JT Moderna, I$1,001 - $15,00017−7.3%
January 8, 2021SoldWfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Wayfair In$15,001 - $50,00017+158.8%
January 4, 2021BoughtfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP Chewy, Inc$1,001 - $15,00017–
January 4, 2021SoldFDXfedcF IlINg S TATuS : New S ubhOlDINg O F : Rollover IRA SP FedEx Corp$1,001 - $15,00017+65.4%
January 4, 2021BoughtZOOMIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : call$1,001 - $15,00017–
January 4, 2021SoldZMIlINg S TATuS : New S ubhOlDINg O F : Rollover IRA D ESCRIPTION : call$15,001 - $50,00017+182.0%

Sources

Each trade links to the report it was filed on.

  1. 1
    Marie Newman: periodic transaction report filed December 23, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20022173.pdf
    H20022173
  2. 2
    Marie Newman: periodic transaction report filed March 5, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020560.pdf
    H20020560
  3. 3
    Marie Newman: periodic transaction report filed February 8, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020370.pdf
    H20020370
  4. 4
    Marie Newman: periodic transaction report filed January 8, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020145.pdf
    H20020145
  5. 5
    Marie Newman: periodic transaction report filed December 9, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019988.pdf
    H20019988
  6. 6
    Marie Newman: periodic transaction report filed December 8, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019971.pdf
    H20019971
  7. 7
    Marie Newman: periodic transaction report filed November 7, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019749.pdf
    H20019749
  8. 8
    Marie Newman: periodic transaction report filed October 6, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019581.pdf
    H20019581
  9. 9
    Marie Newman: periodic transaction report filed September 8, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019443.pdf
    H20019443
  10. 10
    Marie Newman: periodic transaction report filed August 5, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019240.pdf
    H20019240
  11. 11
    Marie Newman: periodic transaction report filed July 9, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019052.pdf
    H20019052
  12. 12
    Marie Newman: periodic transaction report filed June 10, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018891.pdf
    H20018891
  13. 13
    Marie Newman: periodic transaction report filed May 9, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018702.pdf
    H20018702
  14. 14
    Marie Newman: periodic transaction report filed April 21, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018616.pdf
    H20018616
  15. 15
    Marie Newman: periodic transaction report filed April 15, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018592.pdf
    H20018592
  16. 16
    Marie Newman: periodic transaction report filed April 15, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018385.pdf
    H20018385
  17. 17
    Marie Newman: periodic transaction report filed February 13, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018190.pdf
    H20018190