Elected Trades

All politicians

Rob Bresnahan

Updated Sep 14, 2026

Republican · House PA08

Wikipedia biography ↗Years Elected: About 1.7Rank: #79

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

13.27%

Cumulative estimated return

SPY: 14.60%
Outperformance: -1.33 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 329 sales exceeding observed holdings (unmatched amount omitted).
  • 12 rows without a saved price.

3 years

28.55%

Cumulative estimated return

SPY: 30.27%
Outperformance: -1.72 percentage points

2025-01-13 – 2026-09-15

Missing information
  • 329 sales exceeding observed holdings (unmatched amount omitted).
  • 12 rows without a saved price.
  • Available investment history starts 2025-01-13.

5 years

28.55%

Cumulative estimated return

SPY: 30.27%
Outperformance: -1.72 percentage points

2025-01-13 – 2026-09-15

Missing information
  • 329 sales exceeding observed holdings (unmatched amount omitted).
  • 12 rows without a saved price.
  • Available investment history starts 2025-01-13.

As of Sep 15, 2026. 569 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
BRK.BNot reported$50,001 - $100,000UnavailableUnavailable$519.80Sep 16, 2026Unavailable
ALLNot reported$1,001 - $15,000UnavailableUnavailable$254.85Sep 16, 2026Unavailable
BKNGNot reported$1,001 - $15,000UnavailableUnavailable$171.40Sep 16, 2026Unavailable
BMYNot reported$1,001 - $15,000UnavailableUnavailable$63.60Sep 16, 2026Unavailable
CVSNot reported$1,001 - $15,000UnavailableUnavailable$91.72Sep 16, 2026Unavailable
HCSGNot reported$1,001 - $15,000UnavailableUnavailable$21.89Sep 16, 2026Unavailable
SLBNot reported$1,001 - $15,000UnavailableUnavailable$52.30Sep 16, 2026Unavailable
ACNNot reported$1,001 - $15,000UnavailableUnavailable$189.64Sep 16, 2026Unavailable
ADBENot reported$1,001 - $15,000UnavailableUnavailable$250.50Sep 16, 2026Unavailable
GOOGLNot reported$1,001 - $15,000UnavailableUnavailable$342.87Sep 16, 2026Unavailable
AMENot reported$1,001 - $15,000UnavailableUnavailable$232.19Sep 16, 2026Unavailable
AMGNNot reported$1,001 - $15,000UnavailableUnavailable$376.35Sep 16, 2026Unavailable
APHNot reported$1,001 - $15,000UnavailableUnavailable$77.26Sep 16, 2026Unavailable
AONNot reported$1,001 - $15,000UnavailableUnavailable$300.57Sep 16, 2026Unavailable
ADPNot reported$1,001 - $15,000UnavailableUnavailable$273.19Sep 16, 2026Unavailable
AZONot reported$1,001 - $15,000UnavailableUnavailable$2849.04Sep 16, 2026Unavailable
AVGONot reported$1,001 - $15,000UnavailableUnavailable$339.51Sep 16, 2026Unavailable
CDWNot reported$1,001 - $15,000UnavailableUnavailable$149.96Sep 16, 2026Unavailable
CHDNot reported$1,001 - $15,000UnavailableUnavailable$95.51Sep 16, 2026Unavailable
CTASNot reported$1,001 - $15,000UnavailableUnavailable$199.46Sep 16, 2026Unavailable
CMCSANot reported$1,001 - $15,000UnavailableUnavailable$23.73Sep 16, 2026Unavailable
CPRTNot reported$1,001 - $15,000UnavailableUnavailable$30.82Sep 16, 2026Unavailable
CPAYNot reported$1,001 - $15,000UnavailableUnavailable$402.27Sep 16, 2026Unavailable
COSTNot reported$1,001 - $15,000UnavailableUnavailable$893.74Sep 16, 2026Unavailable
DECKNot reported$1,001 - $15,000UnavailableUnavailable$77.96Sep 16, 2026Unavailable
DPZNot reported$1,001 - $15,000UnavailableUnavailable$301.30Sep 16, 2026Unavailable
ELVNot reported$1,001 - $15,000UnavailableUnavailable$412.56Sep 16, 2026Unavailable
EXPONot reported$1,001 - $15,000UnavailableUnavailable$68.01Sep 16, 2026Unavailable
FDSNot reported$1,001 - $15,000UnavailableUnavailable$276.41Sep 16, 2026Unavailable
FISVNot reported$1,001 - $15,000UnavailableUnavailable$49.45Sep 16, 2026Unavailable
HCANot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
IDXXNot reported$1,001 - $15,000UnavailableUnavailable$513.62Sep 16, 2026Unavailable
IBPNot reported$1,001 - $15,000UnavailableUnavailable$199.52Sep 16, 2026Unavailable
IBPNot reported$1,001 - $15,000UnavailableUnavailable$199.52Sep 16, 2026Unavailable
LIINot reported$1,001 - $15,000UnavailableUnavailable$361.04Sep 16, 2026Unavailable
LKQNot reported$1,001 - $15,000UnavailableUnavailable$23.00Sep 16, 2026Unavailable
LMTNot reported$1,001 - $15,000UnavailableUnavailable$537.25Sep 16, 2026Unavailable
LULUNot reported$1,001 - $15,000UnavailableUnavailable$95.98Sep 16, 2026Unavailable
MANot reported$1,001 - $15,000UnavailableUnavailable$567.75Sep 16, 2026Unavailable
MTDNot reported$1,001 - $15,000UnavailableUnavailable$1378.69Sep 16, 2026Unavailable
MSFTNot reported$1,001 - $15,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable
NDAQNot reported$1,001 - $15,000UnavailableUnavailable$88.76Sep 16, 2026Unavailable
ORLYNot reported$1,001 - $15,000UnavailableUnavailable$83.68Sep 16, 2026Unavailable
ORCLNot reported$1,001 - $15,000UnavailableUnavailable$143.16Sep 16, 2026Unavailable
RMDNot reported$1,001 - $15,000UnavailableUnavailable$228.25Sep 16, 2026Unavailable
ROPNot reported$1,001 - $15,000UnavailableUnavailable$375.82Sep 16, 2026Unavailable
SHWNot reported$1,001 - $15,000UnavailableUnavailable$321.46Sep 16, 2026Unavailable
SNANot reported$1,001 - $15,000UnavailableUnavailable$372.98Sep 16, 2026Unavailable
TDYNot reported$1,001 - $15,000UnavailableUnavailable$601.10Sep 16, 2026Unavailable
CINot reported$1,001 - $15,000UnavailableUnavailable$280.45Sep 16, 2026Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]joint73.2141650334527269041021828337834.15
RPB Ventures LLC ⇒ LPL Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]not_reported29.819232202758106597092806565767.04
JP Morgan Brokerage Account ⇒ Archer-Daniels-Midland Company Common Stock (ADM) [ST]not_reported139.163332753522351713341450712052.94
Ameren Corporation Common Stock (AEE) [ST]not_reported2.27123788736955639292353687233.98
JP Morgan Brokerage Account ⇒ The AES Corporation Common Stock (AES) [ST]not_reported557.91492329149232914923291498257.14
JP Morgan Brokerage Account ⇒ American International Group, Inc. New Common Stock (AIG) [ST]not_reported93.518410286382232612507305677058.77
Rollover IRA ⇒ Allstate Corporation (ALL) [ST]not_reported115.308671631035311073744895529658.54
JP Morgan Brokerage Account ⇒ Applied Materials, Inc. - Common Stock (AMAT) [ST]not_reported126.466010350597299505817347053263.69
JP Morgan Brokerage Account ⇒ American Tower Corporation (AMT) [ST]not_reported45.568719029446944238765164898098.02
RPB Ventures LLC ⇒ LPL Account ⇒ Aon plc Class A Ordinary Shares (AON) [ST]not_reported45.3440262978916345499886647013814.96
RPB Ventures LLC ⇒ LPL Account ⇒ Amphenol Corporation Common Stock (APH) [ST]not_reported599.393221844013615509841645746542.88
JP Morgan Brokerage Account #2 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST]not_reported11.873348965599121427087352713935.54
JP Morgan Brokerage Account #2 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]not_reported7.47808124427495186286056119511901.22
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]not_reported324.120179352049916770104085735439.30
JP Morgan Brokerage Account ⇒ Bank of America Corporation Common Stock (BAC) [ST]not_reported1363.64545454545454545454545581164.18
JP Morgan Brokerage Account ⇒ Baxter International Inc. Common Stock (BAX) [ST]not_reported418.65515436944008372579801159926.31
LPL Account III ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]not_reported1392.623097582811101163831692719651.91
RPB Ventures LLC ⇒ LPL Account ⇒ Church & Dwight Company, Inc. Common Stock (CHD) [ST]not_reported190.828861061419200954084675018035.24
JP Morgan Brokerage Account ⇒ Charter Communications, Inc. - Class A Common Stock (CHTR) [ST]not_reported38.325748502994011976047904195411.60
RPB Ventures LLC ⇒ LPL Account ⇒ The Cigna Group Common Stock (CI) [ST]not_reported58.1368310140609671910765541616795.73
RPB Ventures LLC ⇒ LPL Account ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST]not_reported1446.36670761747537817895071335320.28
JP Morgan Brokerage Account ⇒ CME Group Inc. - Class A Common Stock (CME) [ST]not_reported29.297275523656071480884722438059.39
JP Morgan Brokerage Account #2 ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN) [ST]not_reported35.378526576457061996993013186089.00
RPB Ventures LLC ⇒ LPL Account ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]not_reported114.8062249228842451933112229103480.59
Campbell Soup Company Common Stock (CPB) [ST]not_reported192.04272683629380700912145944102.03
Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST]not_reported35.933078823265214462160341343101.02
JP Morgan Brokerage Account #2 ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]not_reported345.601160508575817049236283083804.83
JP Morgan Brokerage Account ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST]not_reported96.391566265060240963855421696099.66
JP Morgan Brokerage Account #2 ⇒ Datadog, Inc. - Class A Common Stock (DDOG) [ST]not_reported58.8315317302742848738877858713547.14
JP Morgan Brokerage Account ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST]not_reported55.547455391237936540998403117787.75
JP Morgan Brokerage Account ⇒ Danaher Corporation Common Stock (DHR) [ST]not_reported141.973178402935523326926437229723.50
JP Morgan Brokerage Account ⇒ Walt Disney Company (DIS) [ST]not_reported285.668453898215698338753625730400.84
JP Morgan Brokerage Account ⇒ Digital Realty Trust, Inc. Common Stock (DLR) [ST]not_reported51.712882166634348135220735579270.57
RPB Ventures LLC ⇒ LPL Account ⇒ Domino's Pizza Inc - Common Stock (DPZ) [ST]not_reported38.3882731154934983925915263211931.84
JP Morgan Brokerage Account ⇒ Duke Energy Corporation (DUK) [ST]not_reported68.257827830389898472826550648038.72
JP Morgan Brokerage Account ⇒ Devon Energy Corporation Common Stock (DVN) [ST]not_reported218.413868413868413868413868411211.18
JP Morgan Brokerage Account #2 ⇒ Elastic N.V. Ordinary Shares (ESTC) [ST]not_reported106.05116648992576882290562049031.32
JP Morgan Brokerage Account ⇒ Entergy Corporation Common Stock (ETR) [ST]not_reported86.557394785242886508709293528908.49
JP Morgan Brokerage Account ⇒ Expedia Group, Inc. - Common Stock (EXPE) [ST]not_reported28.239384419893402986128269398276.40
JP Morgan Brokerage Account ⇒ Fastenal Company - Common Stock (FAST) [ST]not_reported199.36456516321953650635434849850.60
LPL Account II ⇒ Fidelity D & D Bancorp, Inc. - Common Stock (FDBC) [ST]not_reported746.623018607856650585802894642348.46
JP Morgan Brokerage Account ⇒ Fox Corporation - Class B Common Stock (FOX) [ST]not_reported123.21731095025411982134606507434.93
JP Morgan Brokerage Account ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST]not_reported64.478562217923920051579626056601.32
JP Morgan Brokerage Account ⇒ Corning Incorporated Common Stock (GLW) [ST]not_reported91.3716308816811329374143444513118.23
LPL Account I ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]not_reported686.7479286169534735500318674234476.35
JP Morgan Brokerage Account ⇒ Garmin Ltd. Common Stock (GRMN) [ST]not_reported160.219373921616958343603648044696.40
JP Morgan Brokerage Account ⇒ Goldman Sachs Group, Inc. (GS) [ST]not_reported36.9744027303754266211604095636111.79
JP Morgan Brokerage Account #2 ⇒ GitLab Inc. - Class A Common Stock (GTLB) [ST]not_reported213.176125766053823607780442310466.95
RPB Ventures LLC ⇒ LPL Account ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST]not_reported15.8574897180516327238491650620131.56
JP Morgan Brokerage Account ⇒ Huntington Bancshares Incorporated - Common Stock (HBAN) [ST]not_reported461.12391930835734870317002887723.83
Rollover IRA ⇒ Healthcare Services Group, Inc. - Common Stock (HCSG) [ST]not_reported418.43619246861924686192468629167.94
JP Morgan Brokerage Account ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST]not_reported58.058780841799709724238026127897.74
JP Morgan Brokerage Account #2 ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]not_reported287.360742705570291777188328931738.99
JP Morgan Brokerage Account ⇒ Henry Schein, Inc. - Common Stock (HSIC) [ST]not_reported105.85472347181794125430007949264.41
RPB Ventures LLC ⇒ LPL Account ⇒ The Hershey Company Common Stock (HSY) [ST]not_reported87.9272447521705681943070667214984.56
RPB Ventures LLC ⇒ LPL Account ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST]not_reported23.6515749486349459743100823412079.57
JP Morgan Brokerage Account ⇒ Incyte Corporation - Common Stock (INCY) [ST]not_reported81.001316189126252910802875379861.10
JP Morgan Brokerage Account ⇒ IQVIA Holdings, Inc. Common Stock (IQV) [ST]not_reported35.493101459562574863581917399571.42
JP Morgan Brokerage Account ⇒ Iron Mountain Incorporated (IRM) [ST]not_reported96.4496684749849306811332127810806.22
Keysight Technologies Inc. Common Stock (KEYS) [ST]not_reported62.5234448265082838386995936219592.35
JP Morgan Brokerage Account ⇒ The Kraft Heinz Company - Common Stock (KHC) [ST]not_reported329.91752577319587628865979388158.86
JP Morgan Brokerage Account ⇒ Kimco Realty Corporation (KIM) [ST]not_reported394.69659595461272816970892959074.07
JP Morgan Brokerage Account ⇒ Kroger Company (KR) [ST]not_reported128.04897567221510883482714477971.05
JP Morgan Brokerage Account ⇒ Leidos Holdings, Inc. Common Stock (LDOS) [ST]not_reported44.348669623059866962305986705731.62
JP Morgan Brokerage Account ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST]not_reported27.252444050822631740300439426803.85
RPB Ventures LLC ⇒ LPL Account ⇒ Lennox International, Inc. Common Stock (LII) [ST]not_reported16.476172824251410684130318385967.51
RPB Ventures LLC ⇒ LPL Account ⇒ LKQ Corporation - Common Stock (LKQ) [ST]not_reported529.834437086092715231788079412398.13
JP Morgan Brokerage Account #2 ⇒ Lemonade, Inc. Common Stock (LMND) [ST]not_reported112.39814554650182635571789835590.68
LPL Account I ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST]not_reported167.942444849892187759164040532683.28
JP Morgan Brokerage Account ⇒ Mid-America Apartment Communities, Inc. Common Stock (MAA) [ST]not_reported57.594845583471312360521200787169.98
JP Morgan Brokerage Account ⇒ Marriott International - Class A Common Stock (MAR) [ST]not_reported25.788099535843218153687467778696.78
JP Morgan Brokerage Account ⇒ Masco Corporation Common Stock (MAS) [ST]not_reported126.07154112826977623699968488683.81
JP Morgan Brokerage Account ⇒ McDonald's Corporation Common Stock (MCD) [ST]not_reported106.339364591172332558976540326880.46
JP Morgan Brokerage Account ⇒ Moody's Corporation Common Stock (MCO) [ST]not_reported15.661152980326906136830772247316.26
JP Morgan Brokerage Account ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]not_reported148.62530187627716886494519789229.63
JP Morgan Brokerage Account ⇒ Mohawk Industries, Inc. Common Stock (MHK) [ST]not_reported73.197621225983531564501372379440.30
JP Morgan Brokerage Account ⇒ Mosaic Company (MOS) [ST]not_reported332.10875882108758821087588218455.49
JP Morgan Brokerage Account ⇒ Newmont Corporation (NEM) [ST]not_reported325.493239859789684526790185340423.01
JP Morgan Brokerage Account ⇒ NiSource Inc Common Stock (NI) [ST]not_reported191.58285440613026819923371657776.35
JP Morgan Brokerage Account ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]not_reported14.030795671770049630837761537453.86
JP Morgan Brokerage Account #2 ⇒ Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST]not_reported477.92712066905615292712066916781.79
JP Morgan Brokerage Account ⇒ News Corporation - Class B Common Stock (NWS) [ST]not_reported270.01349983125210934863314219121.06
JP Morgan Brokerage Account ⇒ News Corporation - Class A Common Stock (NWSA) [ST]not_reported306.29785604900459418070444109322.18
JP Morgan Brokerage Account #2 ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST]not_reported92.5234185266566439227477737917621.09
JP Morgan Brokerage Account ⇒ Occidental Petroleum Corporation Common Stock (OXY) [ST]not_reported194.564688715953307392996108912358.75
JP Morgan Brokerage Account #2 ⇒ Procore Technologies, Inc. Common Stock (PCOR) [ST]not_reported109.98762716524608193566125935780.95
LPL Account I ⇒ Paylocity Holding Corporation - Common Stock (PCTY) [ST]not_reported52.462295081967213114754098367723.50
JP Morgan Brokerage Account ⇒ Public Service Enterprise Group Incorporated Common Stock (PEG) [ST]not_reported99.632627646326276463262764637016.13
LPL Account I ⇒ PulteGroup, Inc. Common Stock (PHM) [ST]not_reported68.228722497015179942009210308151.29
JP Morgan Brokerage Account ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]not_reported421.943741209563994374120956472810.61
JP Morgan Brokerage Account ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST]not_reported190.005846243788365974861151735683.10
JP Morgan Brokerage Account ⇒ Regency Centers Corporation (REG) [ST]not_reported115.89888454295233956250905408582.31
JP Morgan Brokerage Account ⇒ Ralph Lauren Corporation Common Stock (RL) [ST]not_reported91.9105794519385763977263086530811.18
JP Morgan Brokerage Account #2 ⇒ SBA Communications Corporation - Class A Common Stock (SBAC) [ST]not_reported209.383239414775370935222044238346.45
JP Morgan Brokerage Account #2 ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST]not_reported201.904081505870659129030254126219.26
Rollover IRA ⇒ SLB Limited Common Shares (SLB) [ST]not_reported208.454924439812402292860865011298.26
JP Morgan Brokerage Account ⇒ Sollensys Corp. (SOLS) [ST]not_reported164.68711403869905310827501039413.52
JP Morgan Brokerage Account #2 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST]not_reported13.777100446005751579962459757691.20
RPB Ventures LLC ⇒ LPL Account ⇒ Teledyne Technologies Incorporated Common Stock (TDY) [ST]not_reported31.3296653809253421573042507818751.12
JP Morgan Brokerage Account #2 ⇒ Atlassian Corporation - Class A Common Stock (TEAM) [ST]not_reported49.343160231898359442457135819365.83
JP Morgan Brokerage Account #2 ⇒ Tempus AI, Inc. - Class A Common Stock (TEM) [ST]not_reported135.48687552921253175275190529328.27
LPL Account I ⇒ Thor Industries, Inc. Common Stock (THO) [ST]not_reported77.924418038375377422810947705557.57
JP Morgan Brokerage Account ⇒ TJX Companies, Inc. (TJX) [ST]not_reported211.578022264175509406939652426362.62
RPB Ventures LLC ⇒ LPL Account ⇒ Tractor Supply Company - Common Stock (TSCO) [ST]not_reported319.956008798240351929614077210568.15
JP Morgan Brokerage Account #2 ⇒ ServiceTitan, Inc. - Class A Common Stock (TTAN) [ST]not_reported75.122065727699530516431924884402.15
JP Morgan Brokerage Account #2 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]not_reported210.76132771338250790305584833161.42
JP Morgan Brokerage Account #2 ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST]not_reported228.490579302587176602924634455331.28
JP Morgan Brokerage Account #2 ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST]not_reported35.839716883931371231465304849555.59
JP Morgan Brokerage Account ⇒ Valero Energy Corporation Common Stock (VLO) [ST]not_reported49.1461391977394188832237852419512.98
JP Morgan Brokerage Account ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]not_reported71.6880624669137109581789306536892.83
JP Morgan Brokerage Account ⇒ Waters Corporation Common Stock (WAT) [ST]not_reported21.063370455203643735355290528785.32
JP Morgan Brokerage Account ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST]not_reported37.249743924015271440543812277102.41
LPL Account I ⇒ Winnebago Industries, Inc. Common Stock (WGO) [ST]not_reported197.44570582428430404738400795390.27
JP Morgan Brokerage Account ⇒ W.R. Berkley Corporation Common Stock (WRB) [ST]not_reported114.09726183685111237877923568132.85
JP Morgan Brokerage Account #2 ⇒ Warby Parker Inc. Class A Common Stock (WRBY) [ST]not_reported367.16383662230380908673703538936.77
JP Morgan Brokerage Account ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST]not_reported24.347230675593426658551430317839.08
JP Morgan Brokerage Account ⇒ Xcel Energy Inc. (XEL) [ST]not_reported108.31979420525318169509883567852.10
LPL Account I ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]not_reported893.3106199102542795412996510151255.35
JP Morgan Brokerage Account ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST]not_reported32.9482744419734782966806688111292.36
JP Morgan Brokerage Account #2 ⇒ Zoom Communications, Inc. - Class A Common Stock (ZM) [ST]not_reported92.716421369799513269208483028629.12

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

1145 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
BR — Joint Ownership LPL Account ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 300 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
BERY — Joint Ownership LPL Account ⇒ Berry Global Group, Inc. Common Stock (BERY) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 301 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
BRK.B — Joint Ownership LPL Account ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 302 · Annual
joint · S · $15,001 - $50,000

Jan 13, 2025Sep 14, 2026
BRO — Joint Ownership LPL Account ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 303 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
CDNS — Joint Ownership LPL Account ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 304 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
CDW — Joint Ownership LPL Account ⇒ CDW Corporation - Common Stock (CDW) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 305 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
CELH — Joint Ownership LPL Account ⇒ Celsius Holdings, Inc. (CELH) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 306 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
CHDN — Joint Ownership LPL Account ⇒ Churchill Downs, Incorporated - Common Stock (CHDN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 307 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
CI — Joint Ownership LPL Account ⇒ The Cigna Group Common Stock (CI) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 308 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
CLH — Joint Ownership LPL Account ⇒ Clean Harbors, Inc. Common Stock (CLH) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 309 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
CMG — Joint Ownership LPL Account ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 310 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
CRM — Joint Ownership LPL Account ⇒ Salesforce, Inc. Common Stock (CRM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 311 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
CRWD — Joint Ownership LPL Account ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 312 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
CVX — Joint Ownership LPL Account ⇒ Chevron Corporation Common Stock (CVX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 313 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
DBX — Joint Ownership LPL Account ⇒ Dropbox, Inc. - Class A Common Stock (DBX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 314 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
DECK — Joint Ownership LPL Account ⇒ Deckers Outdoor Corporation (DECK) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 315 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
DIS — Joint Ownership LPL Account ⇒ Walt Disney Company (DIS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 316 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
DRI — Joint Ownership LPL Account ⇒ Darden Restaurants, Inc. Common Stock (DRI) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 317 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
ELF — Joint Ownership LPL Account ⇒ e.l.f. Beauty, Inc. Common Stock (ELF) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 318 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
ELV — Joint Ownership LPL Account ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 319 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
EME — Joint Ownership LPL Account ⇒ EMCOR Group, Inc. Common Stock (EME) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 320 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
FIX — Joint Ownership LPL Account ⇒ Comfort Systems USA, Inc. Common Stock (FIX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 321 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
FTNT — Joint Ownership LPL Account ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 322 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
GDDY — Joint Ownership LPL Account ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 323 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
GOOG — Joint Ownership LPL Account ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 324 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
GPK — Joint Ownership LPL Account ⇒ Graphic Packaging Holding Company (GPK) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 325 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
HEI — Joint Ownership LPL Account ⇒ Heico Corporation Common Stock (HEI) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (2)

$2,002–$30,000

Original ↗ · Row 326 · Annual
joint · S · $1,001 - $15,000

Original ↗ · Row 327 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
HQY — Joint Ownership LPL Account ⇒ HealthEquity, Inc. - Common Stock (HQY) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 328 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
IBP — Joint Ownership LPL Account ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 329 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
ICE — Joint Ownership LPL Account ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 330 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
INTU — Joint Ownership LPL Account ⇒ Intuit Inc. - Common Stock (INTU) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 331 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
IR — Joint Ownership LPL Account ⇒ Ingersoll Rand Inc. Common Stock (IR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 332 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
LIN — Joint Ownership LPL Account ⇒ Linde plc - Ordinary Shares (LIN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 333 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
LULU — Joint Ownership LPL Account ⇒ lululemon athletica inc. - Common Stock (LULU) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 334 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
LW — Joint Ownership LPL Account ⇒ Lamb Weston Holdings, Inc. Common Stock (LW) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 335 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
MA — Joint Ownership LPL Account ⇒ Mastercard Incorporated Common Stock (MA) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 336 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
MANH — Joint Ownership LPL Account ⇒ Manhattan Associates, Inc. - Common Stock (MANH) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 337 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
MEDP — Joint Ownership LPL Account ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 338 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
MOH — Joint Ownership LPL Account ⇒ Molina Healthcare Inc Common Stock (MOH) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 339 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
MPWR — Joint Ownership LPL Account ⇒ Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 340 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
MSCI — Joint Ownership LPL Account ⇒ MSCI Inc. Common Stock (MSCI) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 341 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
MSFT — Joint Ownership LPL Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 342 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
NFLX — Joint Ownership LPL Account ⇒ Netflix, Inc. - Common Stock (NFLX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 343 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
NOW — Joint Ownership LPL Account ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 344 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
NTNX — Joint Ownership LPL Account ⇒ Nutanix, Inc. - Class A Common Stock (NTNX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 345 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
NVR — Joint Ownership LPL Account ⇒ NVR, Inc. Common Stock (NVR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 346 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
PANW — Joint Ownership LPL Account ⇒ Palo Alto Networks, Inc. (PANW) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 347 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
PAYX — Joint Ownership LPL Account ⇒ Paychex, Inc. - Common Stock (PAYX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 348 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
PCAR — Joint Ownership LPL Account ⇒ PACCAR Inc. - Common Stock (PCAR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 349 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026
PCTY — Joint Ownership LPL Account ⇒ Paylocity Holding Corporation - Common Stock (PCTY) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 350 · Annual
joint · S · $1,001 - $15,000

Jan 13, 2025Sep 14, 2026

All disclosures

30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Aug 13, 2026Rob Bresnahan — Annual report filed 2026-08-13
Annual
Dec 31, 2025Needs review
Aug 12, 2026Rob Bresnahan — PTR filed 2026-08-12
Ptr
Not establishedParsed
May 12, 2026Rob Bresnahan — Financial disclosure (X) filed 2026-05-12
Financial
Not establishedParsed
Mar 18, 2026Rob Bresnahan — PTR filed 2026-03-18
Ptr
Not establishedParsed
Feb 22, 2026Rob Bresnahan — PTR filed 2026-02-22
Ptr
Not establishedParsed
Dec 19, 2025Rob Bresnahan — PTR filed 2025-12-19
Ptr
Not establishedParsed
Oct 14, 2025Rob Bresnahan — PTR filed 2025-10-14
Ptr
Not establishedParsed
Aug 29, 2025Rob Bresnahan — PTR filed 2025-08-29
Ptr
Not establishedParsed
Aug 25, 2025Rob Bresnahan — PTR filed 2025-08-25
Ptr
Not establishedParsed
Aug 13, 2025Rob Bresnahan — Financial disclosure (H) filed 2025-08-13
Financial
Not establishedNeeds review
Jul 8, 2025Rob Bresnahan — PTR filed 2025-07-08
Ptr
Not establishedParsed
Jun 23, 2025Rob Bresnahan — PTR filed 2025-06-23
Ptr
Not establishedParsed
Jun 9, 2025Rob Bresnahan — PTR filed 2025-06-09
Ptr
Not establishedParsed
May 31, 2025Rob Bresnahan — PTR filed 2025-05-31
Ptr
Not establishedParsed
May 12, 2025Rob Bresnahan — PTR filed 2025-05-12
Ptr
Not establishedNeeds review
May 11, 2025Rob Bresnahan — PTR filed 2025-05-11
Ptr
Not establishedNeeds review
May 8, 2025Rob Bresnahan — PTR filed 2025-05-08
Ptr
Not establishedParsed
Apr 28, 2025Rob Bresnahan — PTR filed 2025-04-28
Ptr
Not establishedParsed
Apr 22, 2025Rob Bresnahan — PTR filed 2025-04-22
Ptr
Not establishedParsed
Apr 21, 2025Rob Bresnahan — Financial disclosure (X) filed 2025-04-21
Financial
Not establishedParsed
Apr 14, 2025Rob Bresnahan — Financial disclosure (G) filed 2025-04-14
Financial
Not establishedNeeds review
Apr 9, 2025Rob Bresnahan — PTR filed 2025-04-09
Ptr
Not establishedParsed
Mar 27, 2025Rob Bresnahan — PTR filed 2025-03-27
Ptr
Not establishedParsed
Mar 10, 2025Rob Bresnahan — PTR filed 2025-03-10
Ptr
Not establishedParsed
Mar 7, 2025Rob Bresnahan — PTR filed 2025-03-07
Ptr
Not establishedParsed
Feb 13, 2025Rob Bresnahan — PTR filed 2025-02-13
Ptr
Not establishedParsed
Aug 13, 2024Rob Bresnahan — Financial disclosure (C) filed 2024-08-13
Financial
Not establishedNeeds review
Apr 30, 2024Rob Bresnahan — Financial disclosure (X) filed 2024-04-30
Financial
Not establishedParsed
Jan 30, 2024Rob Bresnahan — Financial disclosure (C) filed 2024-01-30
Financial
Not establishedNeeds review
Oct 24, 2023Rob Bresnahan — Financial disclosure (X) filed 2023-10-24
Financial
Not establishedParsed