Republican · House PA08
Wikipedia biography ↗Years Elected: About 1.7Rank: #90
Federal elected service; earlier service not yet verified.
12.60%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.00 percentage points
2025-09-15 – 2026-09-15
25.27%
Cumulative estimated return
SPY: 35.25%
Outperformance: -9.98 percentage points
2024-07-12 – 2026-09-15
25.27%
Cumulative estimated return
SPY: 35.25%
Outperformance: -9.98 percentage points
2024-07-12 – 2026-09-15
As of Sep 15, 2026. 569 parsed trades. Ranks use three-year return.
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.
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.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| TSLA | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $366.20Sep 17, 2026 | Unavailable |
| TXN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $258.14Sep 17, 2026 | Unavailable |
| TPL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $347.20Sep 17, 2026 | Unavailable |
| AES | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $14.85Sep 17, 2026 | Unavailable |
| BNY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $276.00Sep 17, 2026 | Unavailable |
| HIG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $133.14Sep 17, 2026 | Unavailable |
| HSY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $168.33Sep 17, 2026 | Unavailable |
| KHC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $24.73Sep 17, 2026 | Unavailable |
| TRV | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TMO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $658.32Sep 17, 2026 | Unavailable |
| TJX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $126.55Sep 17, 2026 | Unavailable |
| TSCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $32.82Sep 17, 2026 | Unavailable |
| TT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $423.33Sep 17, 2026 | Unavailable |
| TDG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1076.01Sep 17, 2026 | Unavailable |
| TFC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $48.45Sep 17, 2026 | Unavailable |
| TYL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $341.57Sep 17, 2026 | Unavailable |
| USB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| UBER | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $70.87Sep 17, 2026 | Unavailable |
| UDR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $34.21Sep 17, 2026 | Unavailable |
| UNP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $282.48Sep 17, 2026 | Unavailable |
| UPS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $100.17Sep 17, 2026 | Unavailable |
| URI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1002.53Sep 17, 2026 | Unavailable |
| UHS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $180.75Sep 17, 2026 | Unavailable |
| VLO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $412.53Sep 17, 2026 | Unavailable |
| VTR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $87.71Sep 17, 2026 | Unavailable |
| VRSK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $176.48Sep 17, 2026 | Unavailable |
| VZ | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $48.33Sep 17, 2026 | Unavailable |
| VRTX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $516.34Sep 17, 2026 | Unavailable |
| VICI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $24.11Sep 17, 2026 | Unavailable |
| V | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $369.93Sep 17, 2026 | Unavailable |
| VST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $143.56Sep 17, 2026 | Unavailable |
| VMC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $244.50Sep 17, 2026 | Unavailable |
| WRB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $70.10Sep 17, 2026 | Unavailable |
| GWW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1262.61Sep 17, 2026 | Unavailable |
| WMT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $106.79Sep 17, 2026 | Unavailable |
| DIS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $105.35Sep 17, 2026 | Unavailable |
| WM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $213.33Sep 17, 2026 | Unavailable |
| WAT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $429.72Sep 17, 2026 | Unavailable |
| WFC | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| WELL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $232.26Sep 17, 2026 | Unavailable |
| WAB | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $278.82Sep 17, 2026 | Unavailable |
| WMB | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $71.81Sep 17, 2026 | Unavailable |
| WTW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $310.99Sep 17, 2026 | Unavailable |
| WDAY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $199.28Sep 17, 2026 | Unavailable |
| XEL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $73.63Sep 17, 2026 | Unavailable |
| XYL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| YUM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $135.75Sep 17, 2026 | Unavailable |
| ZBRA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $347.81Sep 17, 2026 | Unavailable |
| ZTS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Accenture plc Class A Ordinary Shares (ACN) [ST] | joint | 2.84084568807755000434832086 | 549.42 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | joint | 92.06370796060379654881050443 | 47574.84 |
| Dropbox, Inc. - Class A Common Stock (DBX) [ST] | joint | 82.5598521520507336110172989 | 3106.73 |
| Walt Disney Company (DIS) [ST] | joint | 8.34511880687043080907614792 | 888.09 |
| GoDaddy Inc. Class A Common Stock (GDDY) [ST] | joint | 13.70218445678279166957400850 | 1402.83 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | joint | 1.22738739228170036723151525 | 419.07 |
| Manhattan Associates, Inc. - Common Stock (MANH) [ST] | joint | 3.12416460116767039231364584 | 654.89 |
| Nutanix, Inc. - Class A Common Stock (NTNX) [ST] | joint | 19.6100449060795225899837068 | 1333.29 |
| Paylocity Holding Corporation - Common Stock (PCTY) [ST] | joint | 15.05169480509675121692863532 | 2215.91 |
| Saia, Inc. - Common Stock (SAIA) [ST] | joint | 0.29819287787709762362469541 | 105.50 |
| Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | not_reported | 35.32961342492354364715934398 | 5946.68 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 29.81923220275810659709280656 | 5767.04 |
| JP Morgan Brokerage Account ⇒ Archer-Daniels-Midland Company Common Stock (ADM) [ST] | not_reported | 139.1633327535223517133414507 | 12052.94 |
| Ameren Corporation Common Stock (AEE) [ST] | not_reported | 110.5617089214789229332592164 | 11390.07 |
| JP Morgan Brokerage Account ⇒ The AES Corporation Common Stock (AES) [ST] | not_reported | 557.9149232914923291492329149 | 8257.14 |
| JP Morgan Brokerage Account ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | not_reported | 93.51841028638223261250730567 | 7058.77 |
| Rollover IRA ⇒ Allstate Corporation (ALL) [ST] | not_reported | 115.3086716310353110737448955 | 29658.54 |
| JP Morgan Brokerage Account ⇒ Applied Materials, Inc. - Common Stock (AMAT) [ST] | not_reported | 126.4660103505972995058173470 | 53263.69 |
| JP Morgan Brokerage Account ⇒ American Tower Corporation (AMT) [ST] | not_reported | 45.56871902944694423876516489 | 8098.02 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | not_reported | 45.34402629789163454998866470 | 13814.96 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Amphenol Corporation Common Stock (APH) [ST] | not_reported | 599.3932218440136155098416457 | 46542.88 |
| JP Morgan Brokerage Account #2 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | not_reported | 11.87334896559912142708735271 | 3935.54 |
| JP Morgan Brokerage Account #2 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 7.478081244274951862860561195 | 11901.22 |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | not_reported | 324.1201793520499167701040857 | 35439.30 |
| JP Morgan Brokerage Account ⇒ Bank of America Corporation Common Stock (BAC) [ST] | not_reported | 1363.645454545454545454545455 | 81164.18 |
| JP Morgan Brokerage Account ⇒ Baxter International Inc. Common Stock (BAX) [ST] | not_reported | 418.6551543694400837257980115 | 9926.31 |
| LPL Account III ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 1392.623097582811101163831692 | 719651.91 |
| JP Morgan Brokerage Account ⇒ Citizens Financial Group, Inc. (CFG) [ST] | not_reported | 209.4371727748691099476439791 | 14710.87 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Church & Dwight Company, Inc. Common Stock (CHD) [ST] | not_reported | 190.8288610614192009540846750 | 18035.24 |
| JP Morgan Brokerage Account ⇒ Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] | not_reported | 38.32574850299401197604790419 | 5411.60 |
| RPB Ventures LLC ⇒ LPL Account ⇒ The Cigna Group Common Stock (CI) [ST] | not_reported | 58.13683101406096719107655416 | 16795.73 |
| JP Morgan Brokerage Account ⇒ Cincinnati Financial Corporation (CINF) [ST] | not_reported | 65.39561876736962563348046428 | 11226.47 |
| JP Morgan Brokerage Account ⇒ Clorox Company (CLX) [ST] | not_reported | 58.65469208211143695014662757 | 5112.34 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | not_reported | 1446.366707617475378178950713 | 35320.28 |
| JP Morgan Brokerage Account ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | not_reported | 29.29727552365607148088472243 | 8059.39 |
| JP Morgan Brokerage Account #2 ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | not_reported | 35.37852657645706199699301318 | 6089.00 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 114.8062249228842451933112229 | 103480.59 |
| Campbell Soup Company Common Stock (CPB) [ST] | not_reported | 367.9939034362498219640367882 | 7860.35 |
| Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST] | not_reported | 35.93307882326521446216034134 | 3101.02 |
| JP Morgan Brokerage Account #2 ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | not_reported | 345.6011605085758170492362830 | 83804.83 |
| JP Morgan Brokerage Account ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | not_reported | 96.39156626506024096385542169 | 6099.66 |
| JP Morgan Brokerage Account #2 ⇒ Datadog, Inc. - Class A Common Stock (DDOG) [ST] | not_reported | 58.83153173027428487388778587 | 13547.14 |
| JP Morgan Brokerage Account ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | not_reported | 55.54745539123793654099840311 | 7787.75 |
| JP Morgan Brokerage Account ⇒ Danaher Corporation Common Stock (DHR) [ST] | not_reported | 141.9731784029355233269264372 | 29723.50 |
| JP Morgan Brokerage Account ⇒ Walt Disney Company (DIS) [ST] | not_reported | 285.6684538982156983387536257 | 30400.84 |
| JP Morgan Brokerage Account ⇒ Digital Realty Trust, Inc. Common Stock (DLR) [ST] | not_reported | 51.71288216663434813522073557 | 9270.57 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Domino's Pizza Inc - Common Stock (DPZ) [ST] | not_reported | 38.38827311549349839259152632 | 11931.84 |
| JP Morgan Brokerage Account ⇒ Duke Energy Corporation (DUK) [ST] | not_reported | 68.25782783038989847282655064 | 8038.72 |
| JP Morgan Brokerage Account ⇒ Devon Energy Corporation Common Stock (DVN) [ST] | not_reported | 218.4138684138684138684138684 | 11211.18 |
| JP Morgan Brokerage Account #2 ⇒ Elastic N.V. Ordinary Shares (ESTC) [ST] | not_reported | 106.0511664899257688229056204 | 9031.32 |
| JP Morgan Brokerage Account ⇒ Entergy Corporation Common Stock (ETR) [ST] | not_reported | 86.55739478524288650870929352 | 8908.49 |
| JP Morgan Brokerage Account ⇒ Evergy, Inc. (EVRG) [ST] | not_reported | 145.3315168029064486830154405 | 11655.59 |
| JP Morgan Brokerage Account ⇒ Expedia Group, Inc. - Common Stock (EXPE) [ST] | not_reported | 28.23938441989340298612826939 | 8276.40 |
| JP Morgan Brokerage Account ⇒ Fastenal Company - Common Stock (FAST) [ST] | not_reported | 199.3645651632195365063543484 | 9850.60 |
| LPL Account II ⇒ Fidelity D & D Bancorp, Inc. - Common Stock (FDBC) [ST] | not_reported | 746.6230186078566505858028946 | 42348.46 |
| JP Morgan Brokerage Account ⇒ Fox Corporation - Class B Common Stock (FOX) [ST] | not_reported | 123.2173109502541198213460650 | 7434.93 |
| JP Morgan Brokerage Account ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST] | not_reported | 64.47856221792392005157962605 | 6601.32 |
| JP Morgan Brokerage Account ⇒ Corning Incorporated Common Stock (GLW) [ST] | not_reported | 91.37163088168113293741434445 | 13118.23 |
| LPL Account I ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 686.7479286169534735500318674 | 234476.35 |
| JP Morgan Brokerage Account ⇒ Garmin Ltd. Common Stock (GRMN) [ST] | not_reported | 160.2193739216169583436036480 | 44696.40 |
| JP Morgan Brokerage Account ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 36.97440273037542662116040956 | 36111.79 |
| JP Morgan Brokerage Account #2 ⇒ GitLab Inc. - Class A Common Stock (GTLB) [ST] | not_reported | 213.1761257660538236077804423 | 10466.95 |
| RPB Ventures LLC ⇒ LPL Account ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | not_reported | 15.85748971805163272384916506 | 20131.56 |
| JP Morgan Brokerage Account ⇒ Huntington Bancshares Incorporated - Common Stock (HBAN) [ST] | not_reported | 461.1239193083573487031700288 | 7723.83 |
| Rollover IRA ⇒ Healthcare Services Group, Inc. - Common Stock (HCSG) [ST] | not_reported | 418.4361924686192468619246862 | 9167.94 |
| JP Morgan Brokerage Account ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | not_reported | 58.05878084179970972423802612 | 7897.74 |
| JP Morgan Brokerage Account #2 ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | not_reported | 287.3607427055702917771883289 | 31738.99 |
| JP Morgan Brokerage Account ⇒ Henry Schein, Inc. - Common Stock (HSIC) [ST] | not_reported | 105.8547234718179412543000794 | 9264.41 |
| RPB Ventures LLC ⇒ LPL Account ⇒ The Hershey Company Common Stock (HSY) [ST] | not_reported | 87.92724475217056819430706672 | 14984.56 |
| RPB Ventures LLC ⇒ LPL Account ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | not_reported | 23.65157494863494597431008234 | 12079.57 |
| JP Morgan Brokerage Account ⇒ Incyte Corporation - Common Stock (INCY) [ST] | not_reported | 81.00131618912625291080287537 | 9861.10 |
| JP Morgan Brokerage Account ⇒ IQVIA Holdings, Inc. Common Stock (IQV) [ST] | not_reported | 35.49310145956257486358191739 | 9571.42 |
| JP Morgan Brokerage Account ⇒ Iron Mountain Incorporated (IRM) [ST] | not_reported | 96.44966847498493068113321278 | 10806.22 |
| JP Morgan Brokerage Account ⇒ J.B. Hunt Transport Services, Inc. (JBHT) [ST] | not_reported | 48.14937409725565719788155994 | 13147.19 |
| Keysight Technologies Inc. Common Stock (KEYS) [ST] | not_reported | 118.8213830433825361784364172 | 37233.87 |
| JP Morgan Brokerage Account ⇒ The Kraft Heinz Company - Common Stock (KHC) [ST] | not_reported | 329.9175257731958762886597938 | 8158.86 |
| JP Morgan Brokerage Account ⇒ Kimco Realty Corporation (KIM) [ST] | not_reported | 394.6965959546127281697089295 | 9074.07 |
| JP Morgan Brokerage Account ⇒ Kroger Company (KR) [ST] | not_reported | 128.0489756722151088348271447 | 7971.05 |
| JP Morgan Brokerage Account ⇒ Leidos Holdings, Inc. Common Stock (LDOS) [ST] | not_reported | 44.34866962305986696230598670 | 5731.62 |
| JP Morgan Brokerage Account ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | not_reported | 27.25244405082263174030043942 | 6803.85 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Lennox International, Inc. Common Stock (LII) [ST] | not_reported | 16.47617282425141068413031838 | 5967.51 |
| RPB Ventures LLC ⇒ LPL Account ⇒ LKQ Corporation - Common Stock (LKQ) [ST] | not_reported | 529.8344370860927152317880794 | 12398.13 |
| JP Morgan Brokerage Account #2 ⇒ Lemonade, Inc. Common Stock (LMND) [ST] | not_reported | 112.3981455465018263557178983 | 5590.68 |
| LPL Account I ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | not_reported | 167.9424448498921877591640405 | 32683.28 |
| JP Morgan Brokerage Account ⇒ Las Vegas Sands Corp. (LVS) [ST] | not_reported | 187.2337935876433419143458928 | 7727.14 |
| JP Morgan Brokerage Account ⇒ Lamb Weston Holdings, Inc. (LW) [ST] | not_reported | 101.3362887903736542115262825 | 4771.93 |
| JP Morgan Brokerage Account ⇒ Mid-America Apartment Communities, Inc. Common Stock (MAA) [ST] | not_reported | 57.59484558347131236052120078 | 7169.98 |
| JP Morgan Brokerage Account ⇒ Marriott International - Class A Common Stock (MAR) [ST] | not_reported | 25.78809953584321815368746777 | 8696.78 |
| JP Morgan Brokerage Account ⇒ Masco Corporation Common Stock (MAS) [ST] | not_reported | 126.0715411282697762369996848 | 8683.81 |
| JP Morgan Brokerage Account ⇒ McDonald's Corporation Common Stock (MCD) [ST] | not_reported | 106.3393645911723325589765403 | 26880.46 |
| JP Morgan Brokerage Account ⇒ Moody's Corporation Common Stock (MCO) [ST] | not_reported | 15.66115298032690613683077224 | 7316.26 |
| JP Morgan Brokerage Account ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | not_reported | 148.6253018762771688649451978 | 9229.63 |
| JP Morgan Brokerage Account ⇒ Mohawk Industries, Inc. Common Stock (MHK) [ST] | not_reported | 73.19762122598353156450137237 | 9440.30 |
| JP Morgan Brokerage Account ⇒ Mosaic Company (MOS) [ST] | not_reported | 332.1087588210875882108758821 | 8455.49 |
| JP Morgan Brokerage Account ⇒ Newmont Corporation (NEM) [ST] | not_reported | 325.4932398597896845267901853 | 40423.01 |
| JP Morgan Brokerage Account ⇒ NiSource Inc Common Stock (NI) [ST] | not_reported | 191.5828544061302681992337165 | 7776.35 |
| JP Morgan Brokerage Account ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 14.03079567177004963083776153 | 7453.86 |
| JP Morgan Brokerage Account #2 ⇒ Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST] | not_reported | 477.9271206690561529271206691 | 6781.79 |
| JP Morgan Brokerage Account ⇒ News Corporation - Class B Common Stock (NWS) [ST] | not_reported | 270.0134998312521093486331421 | 9121.06 |
| JP Morgan Brokerage Account ⇒ News Corporation - Class A Common Stock (NWSA) [ST] | not_reported | 306.2978560490045941807044410 | 9322.18 |
| JP Morgan Brokerage Account #2 ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST] | not_reported | 92.52341852665664392274777379 | 17621.09 |
| JP Morgan Brokerage Account #2 ⇒ Universal Display Corporation - Common Stock (OLED) [ST] | not_reported | 35.49940098504681190930469894 | 2765.05 |
| JP Morgan Brokerage Account ⇒ Occidental Petroleum Corporation Common Stock (OXY) [ST] | not_reported | 194.5646887159533073929961089 | 12358.75 |
| JP Morgan Brokerage Account #2 ⇒ Procore Technologies, Inc. Common Stock (PCOR) [ST] | not_reported | 109.9876271652460819356612593 | 5780.95 |
| LPL Account I ⇒ Paylocity Holding Corporation - Common Stock (PCTY) [ST] | not_reported | 52.46229508196721311475409836 | 7723.50 |
| JP Morgan Brokerage Account ⇒ Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | not_reported | 99.63262764632627646326276463 | 7016.13 |
| LPL Account I ⇒ PulteGroup, Inc. Common Stock (PHM) [ST] | not_reported | 68.22872249701517994200921030 | 8151.29 |
| LPL Account I ⇒ Planet Fitness, Inc. (PLNT) [ST] | not_reported | 106.1496616690991110521427624 | 5393.46 |
| JP Morgan Brokerage Account ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | not_reported | 421.9437412095639943741209564 | 72810.61 |
| JP Morgan Brokerage Account ⇒ Pinnacle West Capital Corporation (PNW) [ST] | not_reported | 199.3894080996884735202492212 | 18922.05 |
| JP Morgan Brokerage Account ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 190.0058462437883659748611517 | 35683.10 |
| JP Morgan Brokerage Account ⇒ Raymond James Financial, Inc. (RJF) [ST] | not_reported | 66.08706426565339501073847679 | 11152.19 |
| JP Morgan Brokerage Account ⇒ Ralph Lauren Corporation Common Stock (RL) [ST] | not_reported | 91.91057945193857639772630865 | 30811.18 |
| Revvity, Inc. Common Stock (RVTY) [ST] | not_reported | 55.16406964516395301766297503 | 7733.45 |
| JP Morgan Brokerage Account #2 ⇒ SBA Communications Corporation - Class A Common Stock (SBAC) [ST] | not_reported | 209.3832394147753709352220442 | 38346.45 |
| JP Morgan Brokerage Account ⇒ Charles Schwab Corporation (SCHW) [ST] | not_reported | 106.1355797293711859909790395 | 11440.35 |
| JP Morgan Brokerage Account #2 ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | not_reported | 201.9040815058706591290302541 | 26219.26 |
| Rollover IRA ⇒ SLB Limited Common Shares (SLB) [ST] | not_reported | 208.4549244398124022928608650 | 11298.26 |
| JP Morgan Brokerage Account ⇒ Sollensys Corp. (SOLS) [ST] | not_reported | 164.6871140386990531082750103 | 9413.52 |
| JP Morgan Brokerage Account #2 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | not_reported | 13.77710044600575157996245975 | 7691.20 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Teledyne Technologies Incorporated Common Stock (TDY) [ST] | not_reported | 31.32966538092534215730425078 | 18751.12 |
| JP Morgan Brokerage Account #2 ⇒ Atlassian Corporation - Class A Common Stock (TEAM) [ST] | not_reported | 49.34316023189835944245713581 | 9365.83 |
| JP Morgan Brokerage Account #2 ⇒ Tempus AI, Inc. - Class A Common Stock (TEM) [ST] | not_reported | 135.4868755292125317527519052 | 9328.27 |
| LPL Account I ⇒ Thor Industries, Inc. Common Stock (THO) [ST] | not_reported | 77.92441803837537742281094770 | 5557.57 |
| JP Morgan Brokerage Account ⇒ TJX Companies, Inc. (TJX) [ST] | not_reported | 211.5780222641755094069396524 | 26362.62 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | not_reported | 319.9560087982403519296140772 | 10568.15 |
| JP Morgan Brokerage Account #2 ⇒ ServiceTitan, Inc. - Class A Common Stock (TTAN) [ST] | not_reported | 75.12206572769953051643192488 | 4402.15 |
| JP Morgan Brokerage Account #2 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | not_reported | 210.7613277133825079030558483 | 3161.42 |
| JP Morgan Brokerage Account #2 ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST] | not_reported | 228.4905793025871766029246344 | 55331.28 |
| JP Morgan Brokerage Account #2 ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | not_reported | 35.83971688393137123146530484 | 9555.59 |
| JP Morgan Brokerage Account ⇒ Valero Energy Corporation Common Stock (VLO) [ST] | not_reported | 49.14613919773941888322378524 | 19512.98 |
| JP Morgan Brokerage Account ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | not_reported | 71.68806246691371095817893065 | 36892.83 |
| JP Morgan Brokerage Account ⇒ Waters Corporation Common Stock (WAT) [ST] | not_reported | 21.06337045520364373535529052 | 8785.32 |
| JP Morgan Brokerage Account ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | not_reported | 37.24974392401527144054381227 | 7102.41 |
| LPL Account I ⇒ Winnebago Industries, Inc. Common Stock (WGO) [ST] | not_reported | 197.4457058242843040473840079 | 5390.27 |
| JP Morgan Brokerage Account ⇒ W.R. Berkley Corporation Common Stock (WRB) [ST] | not_reported | 114.0972618368511123787792356 | 8132.85 |
| JP Morgan Brokerage Account #2 ⇒ Warby Parker Inc. Class A Common Stock (WRBY) [ST] | not_reported | 367.1638366223038090867370353 | 8936.77 |
| JP Morgan Brokerage Account ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | not_reported | 24.34723067559342665855143031 | 7839.08 |
| JP Morgan Brokerage Account ⇒ Xcel Energy Inc. (XEL) [ST] | not_reported | 108.3197942052531816950988356 | 7852.10 |
| LPL Account I ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | not_reported | 893.3106199102542795412996510 | 151255.35 |
| JP Morgan Brokerage Account ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | not_reported | 32.94827444197347829668066881 | 11292.36 |
| JP Morgan Brokerage Account #2 ⇒ Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] | not_reported | 92.71642136979951326920848302 | 8629.12 |
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. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
1145 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| K — JP Morgan Brokerage Account ⇒ Kellanova Common Stock (K) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| K — Kellanova Common Stock (K) [ST] | Not reported | Sale | Dec 11, 2025 | Sep 11, 2026 |
| BRK.B — LPL Account I ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 19, 2025 | Sep 14, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | Sale | Nov 19, 2025 | Sep 11, 2026 |
| ZM — JP Morgan Brokerage Account #2 ⇒ Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 25, 2025 | Sep 14, 2026 |
| ZM — Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] | Not reported | Sale | Jun 25, 2025 | Sep 11, 2026 |
| COIN — JP Morgan Brokerage Account #2 ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CRCL — JP Morgan Brokerage Account #2 ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CRCL — Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST] | Not reported | Purchase | Jun 24, 2025 | Sep 11, 2026 |
| COIN — Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | Not reported | Purchase | Jun 24, 2025 | Sep 11, 2026 |
| AMZN — JP Morgan Brokerage Account #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 23, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Sale | Jun 23, 2025 | Sep 11, 2026 |
| CB — LPL Account I ⇒ Chubb Limited Common Stock (CB) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 13, 2025 | Sep 14, 2026 |
| CB — Chubb Limited Common Stock (CB) [ST] | Not reported | Sale | Jun 13, 2025 | Sep 11, 2026 |
| INTC — JP Morgan Brokerage Account #2 ⇒ Intel Corporation - Common Stock (INTC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| GTLB — JP Morgan Brokerage Account #2 ⇒ GitLab Inc. - Class A Common Stock (GTLB) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| TEAM — JP Morgan Brokerage Account #2 ⇒ Atlassian Corporation - Class A Common Stock (TEAM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| DDOG — JP Morgan Brokerage Account #2 ⇒ Datadog, Inc. - Class A Common Stock (DDOG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| TTAN — JP Morgan Brokerage Account #2 ⇒ ServiceTitan, Inc. - Class A Common Stock (TTAN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| AVGO — JP Morgan Brokerage Account #2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| TEAM — Atlassian Corporation - Class A Common Stock (TEAM) [ST] | Not reported | Sale | Jun 11, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | Purchase | Jun 11, 2025 | Sep 11, 2026 |
| DDOG — Datadog, Inc. - Class A Common Stock (DDOG) [ST] | Not reported | Sale | Jun 11, 2025 | Sep 11, 2026 |
| GTLB — GitLab Inc. - Class A Common Stock (GTLB) [ST] | Not reported | Sale | Jun 11, 2025 | Sep 11, 2026 |
| INTC — Intel Corporation - Common Stock (INTC) [ST] | Not reported | Sale | Jun 11, 2025 | Sep 11, 2026 |
| TTAN — ServiceTitan, Inc. - Class A Common Stock (TTAN) [ST] | Not reported | Purchase | Jun 11, 2025 | Sep 11, 2026 |
| INTC — JP Morgan Brokerage Account #2 ⇒ Intel Corporation - Common Stock (INTC) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 608 · Annual | Jun 6, 2025 | Sep 14, 2026 |
| ZM — JP Morgan Brokerage Account #2 ⇒ Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
| APP — JP Morgan Brokerage Account #2 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
| APP — Applovin Corporation - Class A Common Stock (APP) [ST] | Not reported | Purchase | Jun 6, 2025 | Sep 11, 2026 |
| INTC — Intel Corporation - Common Stock (INTC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Ptr | Jun 6, 2025 | Sep 11, 2026 |
| ZM — Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] | Not reported | Sale | Jun 6, 2025 | Sep 11, 2026 |
| TSLA — JP Morgan Brokerage Account #2 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 5, 2025 | Sep 14, 2026 |
| SPOT — JP Morgan Brokerage Account #2 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 5, 2025 | Sep 14, 2026 |
| SPOT — Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Not reported | Purchase | Jun 5, 2025 | Sep 11, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Not reported | Purchase | Jun 5, 2025 | Sep 11, 2026 |
| TEAM — JP Morgan Brokerage Account #2 ⇒ Atlassian Corporation - Class A Common Stock (TEAM) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 611 · Annual | Jun 3, 2025 | Sep 14, 2026 |
| GTLB — JP Morgan Brokerage Account #2 ⇒ GitLab Inc. - Class A Common Stock (GTLB) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 614 · Annual | Jun 3, 2025 | Sep 14, 2026 |
| CRDO — JP Morgan Brokerage Account #2 ⇒ Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 3, 2025 | Sep 14, 2026 |
| TEAM — Atlassian Corporation - Class A Common Stock (TEAM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Jun 3, 2025 | Sep 11, 2026 |
| CRDO — Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST] | Not reported | Purchase | Jun 3, 2025 | Sep 11, 2026 |
| GTLB — GitLab Inc. - Class A Common Stock (GTLB) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr | Jun 3, 2025 | Sep 11, 2026 |
| MCD — LPL Account I ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 2, 2025 | Sep 14, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Not reported | Sale | Jun 2, 2025 | Sep 11, 2026 |
| NVDA — JP Morgan Brokerage Account #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 29, 2025 | Sep 14, 2026 |
| VEEV — JP Morgan Brokerage Account #2 ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 29, 2025 | Sep 14, 2026 |
| ANET — JP Morgan Brokerage Account #2 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | May 29, 2025 | Sep 14, 2026 |
| OKTA — JP Morgan Brokerage Account #2 ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | May 29, 2025 | Sep 14, 2026 |
| ANET — Arista Networks, Inc. Common Stock (ANET) [ST] | Not reported | Sale | May 29, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Purchase | May 29, 2025 | Sep 11, 2026 |
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.