1 year
13.35%
Cumulative estimated return
SPY: 14.60%
Outperformance: -1.25 percentage points
2025-09-15 – 2026-09-15
Missing information
- 273 sales exceeding observed holdings (unmatched amount omitted).
- 68 rows without a saved price.
Gilbert Cisneros
Updated Sep 14, 2026Democrat · House CA31
Wikipedia biography ↗Years Elected: About 3.7Rank: #46
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2019 – Jan 3, 2021
- Jan 3, 2025 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
47.24%
Cumulative estimated return
SPY: 28.67%
Outperformance: 18.57 percentage points
2025-01-07 – 2026-09-15
Missing information
- 273 sales exceeding observed holdings (unmatched amount omitted).
- 68 rows without a saved price.
- Available investment history starts 2025-01-07.
5 years
47.24%
Cumulative estimated return
SPY: 28.67%
Outperformance: 18.57 percentage points
2025-01-07 – 2026-09-15
Missing information
- 273 sales exceeding observed holdings (unmatched amount omitted).
- 68 rows without a saved price.
- Available investment history starts 2025-01-07.
As of Sep 15, 2026. 1434 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.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| DCO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $166.32Sep 15, 2026 | Unavailable |
| DUK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DD | Not reported | None | Unavailable | Unavailable | $128.04Sep 15, 2026 | Unavailable |
| DXC | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| ETN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $392.40Sep 15, 2026 | Unavailable |
| EBAY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $108.03Sep 15, 2026 | Unavailable |
| ECL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $274.60Sep 15, 2026 | Unavailable |
| EW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $85.74Sep 15, 2026 | Unavailable |
| EA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ELV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $417.54Sep 15, 2026 | Unavailable |
| LLY | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| EMR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $147.00Sep 15, 2026 | Unavailable |
| EPAC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $34.59Sep 15, 2026 | Unavailable |
| ENGQF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ENPH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $36.72Sep 15, 2026 | Unavailable |
| ETR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EOG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $153.74Sep 15, 2026 | Unavailable |
| EFX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $167.08Sep 15, 2026 | Unavailable |
| EQIX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1006.98Sep 15, 2026 | Unavailable |
| ERIE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $250.61Sep 15, 2026 | Unavailable |
| ESS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $276.05Sep 15, 2026 | Unavailable |
| EG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EVRG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $80.20Sep 15, 2026 | Unavailable |
| EXC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EXPD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $193.90Sep 15, 2026 | Unavailable |
| EXR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $137.30Sep 15, 2026 | Unavailable |
| XOM | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| FFIV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $430.88Sep 15, 2026 | Unavailable |
| FICO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $985.96Sep 15, 2026 | Unavailable |
| FAST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| FERG | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $215.11Sep 15, 2026 | Unavailable |
| FIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $37.34Sep 15, 2026 | Unavailable |
| FITB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| FWRG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $10.49Sep 15, 2026 | Unavailable |
| FE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $45.33Sep 15, 2026 | Unavailable |
| FISV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $50.02Sep 15, 2026 | Unavailable |
| FLEX | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $108.00Sep 15, 2026 | Unavailable |
| F | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $13.50Sep 15, 2026 | Unavailable |
| FTV | Not reported | None | Unavailable | Unavailable | $56.45Sep 15, 2026 | Unavailable |
| FCX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $69.38Sep 15, 2026 | Unavailable |
| GRMN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $278.97Sep 15, 2026 | Unavailable |
| IT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $195.62Sep 15, 2026 | Unavailable |
| GTES | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GEHC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $64.07Sep 15, 2026 | Unavailable |
| GEV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $882.81Sep 15, 2026 | Unavailable |
| GIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $36.58Sep 15, 2026 | Unavailable |
| GM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $85.37Sep 15, 2026 | Unavailable |
| GIL | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GILD | Not reported | $15,001 - $50,000 | 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.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| 150 Main Street Trust ⇒ Bank of America ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST] | not_reported | 139.7690620565088375693458909 | 28673.62 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 104.0609786779725573448424695 | 20125.39 |
| Archer-Daniels-Midland Company Common Stock (ADM) [ST] | not_reported | 171.131690530878772722147892 | 14821.72 |
| 150 Main Street Trust ⇒ Bank of America ⇒ The AES Corporation (AES) [ST] | not_reported | 557.9149232914923291492329149 | 8257.14 |
| 150 Main Street Trust ⇒ Bank of America ⇒ American International Group, Inc. New (AIG) [ST] | not_reported | 93.51841028638223261250730567 | 7105.53 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Allstate Corporation (ALL) [ST] | not_reported | 156.1398030266634638481864040 | 40160.72 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Applied Materials, Inc. (AMAT) [ST] | not_reported | 291.8420950231526518541577493 | 122915.14 |
| 150 Main Street Trust ⇒ Bank of America ⇒ American Tower Corporation (AMT) [ST] | not_reported | 45.56871902944694423876516489 | 8098.02 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | not_reported | 92.10071412378145545227839492 | 28060.32 |
| APA Corporation - Common Stock (APA) [ST] | not_reported | 9.6048780646082363171488274 | 455.37 |
| Amphenol Corporation Common Stock (APH) [ST] | not_reported | 581.2658254110459969796918607 | 45135.29 |
| Applovin Corporation - Class A Common Stock (APP) [ST] | not_reported | 155.8029625768775256866974846 | 51642.45 |
| AppFolio, Inc. - Class A Common Stock (APPF) [ST] | not_reported | 94.44015331502603818476654771 | 21338.75 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 5.622276879831342234715390021 | 8947.74 |
| 150 Main Street Trust ⇒ Bank of America ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | not_reported | 45.58689458689458689458689459 | 7378.24 |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | not_reported | 93.462702946262113331543108 | 10219.21 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 315.1004665186724627148417265 | 162831.32 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Citizens Financial Group, Inc. (CFG) [ST] | not_reported | 556.4201335387776065742167437 | 39082.95 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Church & Dwight Company, Inc. (CHD) [ST] | not_reported | 95.41443053070960047704233751 | 9017.62 |
| Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] | not_reported | 37.88009712180333511678901987 | 5348.67 |
| Comcast Corporation - Class A Common Stock (CMCSA) [ST] | not_reported | 1.8477844139887015044644301 | 45.12 |
| CME Group Inc. - Class A Common Stock (CME) [ST] | not_reported | 29.19822614888073929295668837 | 8032.14 |
| The Vita Coco Company, Inc. - Common Stock (COCO) [ST] | not_reported | 872.9820211130239800285813640 | 48694.94 |
| The Cooper Companies, Inc. (COO) [ST] | not_reported | 646.0543064466880731507967079 | 34415.31 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 211.4456838829430655026521241 | 190586.57 |
| The Campbell's Company - Common Stock (CPB) [ST] | not_reported | 1565.971481428284781183143627 | 33449.15 |
| CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | not_reported | 130.5762548144405997524350003 | 31663.44 |
| Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | not_reported | 5.3017217014559211238148805 | 335.49 |
| DigitalBridge Group, Inc. (DBRG) [ST] | not_reported | 9.543027740760502138048094 | 151.35 |
| Ducommun Incorporated Common Stock (DCO) [ST] | not_reported | 404.5581680444814371695143472 | 67286.11 |
| D.R. Horton, Inc. Common Stock (DHI) [ST] | not_reported | 4.67957644922369442502688734 | 656.08 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Danaher Corporation (DHR) [ST] | not_reported | 141.9731784029355233269264372 | 29723.50 |
| Walt Disney Company (DIS) [ST] | not_reported | 281.9514277301033537236533721 | 30005.27 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Digital Realty Trust, Inc. (DLR) [ST] | not_reported | 51.71288216663434813522073557 | 9270.57 |
| Domino's Pizza Inc - Common Stock (DPZ) [ST] | not_reported | 26.46630718846141122762909789 | 8226.26 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Duke Energy Corporation (DUK) [ST] | not_reported | 68.25782783038989847282655064 | 8038.72 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Evergy, Inc. (EVRG) [ST] | not_reported | 110.3669471651262243068009381 | 8851.43 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Fastenal Company - Common Stock (FAST) [ST] | not_reported | 199.3645651632195365063543484 | 9850.60 |
| Ferguson Enterprises Inc. Common Stock (FERG) [ST] | not_reported | 823.3904122137263406230563467 | 177119.51 |
| Federal Signal Corporation Common Stock (FSS) [ST] | not_reported | 142.2519655472288586476214093 | 16085.85 |
| GoDaddy Inc. Class A Common Stock (GDDY) [ST] | not_reported | 83.51252609603340292275574113 | 8550.01 |
| Corning Incorporated Common Stock (GLW) [ST] | not_reported | 146.0385253128393153767720486 | 20966.75 |
| Globus Medical, Inc. Class A Common Stock (GMED) [ST] | not_reported | 827.3914621893853438756710449 | 61797.87 |
| Raymond James Roth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 1434.037603569152326322498407 | 489623.46 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Garmin Ltd. Common Stock (GRMN) [ST] | not_reported | 39.44047325610056692137047079 | 11002.71 |
| Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 44.66379011672377254507867648 | 43621.78 |
| Gates Industrial Corporation plc Ordinary Shares (GTES) [ST] | not_reported | 676.0302449520359740350806542 | 17238.77 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Huntington Bancshares Incorporated (HBAN) [ST] | not_reported | 461.1239193083573487031700288 | 7723.83 |
| Houlihan Lokey, Inc. Class A Common Stock (HLI) [ST] | not_reported | 353.7858869008941122741616321 | 47311.79 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Hillman Solutions Corp. - Common Stock (HLMN) [ST] | not_reported | 923.8452655889145496535796767 | 6697.88 |
| Horace Mann Educators Corporation Common Stock (HMN) [ST] | not_reported | 839.0714213380387305272627541 | 41542.43 |
| Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | not_reported | 101.1569098495385004425338222 | 11172.78 |
| 150 Main Street Trust ⇒ Bank of America ⇒ The Hershey Company (HSY) [ST] | not_reported | 43.96362237608528409715353336 | 7492.28 |
| 150 Main Street Trust ⇒ Bank of America ⇒ ICU Medical, Inc. (ICUI) [ST] | not_reported | 227.8019205158757972944557370 | 35509.76 |
| IDACORP, Inc. Common Stock (IDA) [ST] | not_reported | 312.4780387091046807730400790 | 41459.59 |
| 150 Main Street Trust ⇒ Bank of America ⇒ IDEXX Laboratories, Inc. (IDXX) [ST] | not_reported | 11.82578747431747298715504117 | 6039.78 |
| 150 Main Street Trust ⇒ Bank of America ⇒ J.B. Hunt Transport Services, Inc. (JBHT) [ST] | not_reported | 385.9241535453329216836472162 | 105376.59 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Kroger Company (KR) [ST] | not_reported | 128.0489756722151088348271447 | 7971.05 |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests (LB) [ST] | not_reported | 3572.167789344764237599510104 | 311564.47 |
| Legence Corp. - Class A Common stock (LGN) [ST] | not_reported | 506.3646055381116384390786350 | 26852.52 |
| 150 Main Street Trust ⇒ Bank of America ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | not_reported | 27.25244405082263174030043942 | 6803.85 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Grand Canyon Education, Inc. (LOPE) [ST] | not_reported | 195.4212013709337983284228248 | 29983.47 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Lowe's Companies, Inc. (LOW) [ST] | not_reported | 33.17507049261900812738430917 | 6456.20 |
| 150 Main Street Trust ⇒ Bank of America ⇒ La-Z-Boy Incorporated Common Stock (LZB) [ST] | not_reported | 214.6632680440032197477864234 | 6508.59 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Marriott International - Class A (MAR) [ST] | not_reported | 25.78809953584321815368746777 | 8696.78 |
| 150 Main Street Trust ⇒ Bank of America ⇒ McDonald's Corporation (MCD) [ST] | not_reported | 106.3393645911723325589765403 | 26880.46 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | not_reported | 148.6253018762771688649451978 | 9229.63 |
| Magnolia Oil & Gas Corporation Class A Common Stock (MGY) [ST] | not_reported | 25.334227163084065467559047 | 723.29 |
| Moog Inc. Class A Common Stock (MOG.A) [ST] | not_reported | 80.62439532633772419438862841 | 28758.72 |
| Mesabi Trust Common Stock (MSB) [ST] | not_reported | 1477.967257844474761255115962 | 30357.45 |
| Strategy Inc - Class A Common Stock (MSTR) [ST] | not_reported | 1421.545984073533601539337664 | 184232.36 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Newmont Mining Corporation (NEM) [ST] | not_reported | 80.12518778167250876314471708 | 9950.75 |
| Cloudflare, Inc. Class A Common Stock (NET) [ST] | not_reported | 94.03954692019180921014147065 | 30772.56 |
| 150 Main Street Trust ⇒ Bank of America ⇒ NiSource Inc (NI) [ST] | not_reported | 191.5828544061302681992337165 | 7776.35 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 14.03079567177004963083776153 | 7453.86 |
| News Corporation - Class B Common Stock (NWS) [ST] | not_reported | 277.5060700659035726673603885 | 9374.16 |
| 150 Main Street Trust ⇒ Bank of America ⇒ OceanFirst Financial Corp. (OCFC) [ST] | not_reported | 445.7103064066852367688022284 | 8290.21 |
| Occidental Petroleum Corporation Common Stock (OXY) [ST] | not_reported | 172.9090123189971904041495569 | 10983.18 |
| Patrick Industries, Inc. - Common Stock (PATK) [ST] | not_reported | 364.8718966834663856591374335 | 25832.93 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | not_reported | 99.63262764632627646326276463 | 7016.13 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | not_reported | 194.7832529236441807098547290 | 33611.80 |
| Perella Weinberg Partners - Class A Common Stock (PWP) [ST] | not_reported | 1299.766956137724098087434173 | 17429.87 |
| 150 Main Street Trust ⇒ Bank of America ⇒ QUALCOMM Incorporated (QCOM) [ST] | not_reported | 46.77287342882198187664425607 | 8783.95 |
| Roblox Corporation Class A Common Stock (RBLX) [ST] | not_reported | 55.81739011090835206591938495 | 2804.27 |
| Regency Centers Corporation (REG) [ST] | not_reported | 114.7518646012621916236374068 | 8497.38 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Revolve Group, Inc. Class A (RVLV) [ST] | not_reported | 265.0049685326266975819807883 | 5488.25 |
| Revvity, Inc. Common Stock (RVTY) [ST] | not_reported | 2276.774851246481382363121637 | 319181.07 |
| Shake Shack, Inc. Class A Common Stock (SHAK) [ST] | not_reported | 207.2770514025940080180359007 | 12078.03 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Sherwin-Williams Company (SHW) [ST] | not_reported | 24.69061506650618769866987625 | 7980.50 |
| Schlumberger N.V. Common Stock (SLB) [ST] | not_reported | 242.0726172465960665658093797 | 13120.34 |
| Silgan Holdings Inc. (SLGN) [ST] | not_reported | 425.3219475846304370743605067 | 16332.36 |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ Sphere Entertainment Co. Class A (SPHR) [ST] | not_reported | 3944.052376945729911653344552 | 568416.83 |
| SPX Technologies, Inc. Common Stock (SPXC) [ST] | not_reported | 125.4075516093088354286453460 | 22361.42 |
| SS&C Technologies Holdings, Inc. - Common Stock (SSNC) [ST] | not_reported | 1182.255218110353369895867600 | 96105.53 |
| Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST] | not_reported | 246.2585547603253198387638012 | 24076.70 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Teledyne Technologies Incorporated (TDY) [ST] | not_reported | 342.6477786697472245609226010 | 205078.12 |
| 150 Main Street Trust ⇒ Bank of America ⇒ TJX Companies, Inc. (TJX) [ST] | not_reported | 52.08319770848252066922726385 | 6489.57 |
| 150 Main Street Trust ⇒ Bank of America ⇒ TKO Group Holdings, Inc. Class A Common Stock (TKO) [ST] | not_reported | 38.27990430622009569377990431 | 7278.16 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Tractor Supply Company (TSCO) [ST] | not_reported | 159.9780043991201759648070386 | 5284.07 |
| The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | not_reported | 1026.528232171359535798375647 | 15397.92 |
| United Airlines Holdings, Inc. - Common Stock (UAL) [ST] | not_reported | 2.79157809544989525780487830 | 298.48 |
| 150 Main Street Trust ⇒ Bank of America ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST] | not_reported | 282.5147774687065368567454798 | 38834.48 |
| U.S. Physical Therapy, Inc. Common Stock (USPH) [ST] | not_reported | 524.0308379545059235465915742 | 42839.52 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Utz Brands Inc Class A (UTZ) [ST] | not_reported | 770.7610789980732177263969171 | 10998.76 |
| Valero Energy Corporation Common Stock (VLO) [ST] | not_reported | 5.96554766060643097303380251 | 2368.56 |
| VeriSign, Inc. - Common Stock (VRSN) [ST] | not_reported | 35.75231984660990678257966826 | 10627.73 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST] | not_reported | 71.68806246691371095817893065 | 36892.83 |
| Wayfair Inc. Class A Common Stock (W) [ST] | not_reported | 697.0201931964945224681279116 | 72274.02 |
| Waters Corporation Common Stock (WAT) [ST] | not_reported | 224.5738164429941037625520560 | 93667.49 |
| Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | not_reported | 266.7922597593869106139843523 | 7478.19 |
| Workday, Inc. - Class A Common Stock (WDAY) [ST] | not_reported | 41.96763448474834107063236027 | 8001.97 |
| 150 Main Street Trust ⇒ Bank of America ⇒ WEC Energy Group, Inc. (WEC) [ST] | not_reported | 75.86288640242746064858714204 | 7852.57 |
| 150 Main Street Trust ⇒ Bank of America ⇒ WEX Inc. common stock (WEX) [ST] | not_reported | 503.4266344475768559538193046 | 100725.60 |
| W.R. Berkley Corporation Common Stock (WRB) [ST] | not_reported | 1301.102370727032052714867121 | 92742.58 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | not_reported | 24.34723067559342665855143031 | 7839.08 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST] | not_reported | 122.9144261791365801198340759 | 9625.43 |
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.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
2218 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| DASH — DoorDash, Inc. - Common Stock (DASH) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr | Aug 28, 2026 | Sep 11, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | Purchase | Aug 27, 2026 | Sep 11, 2026 |
| NKE — Nike, Inc. Common Stock (NKE) [ST] | Not reported | Sale | Aug 27, 2026 | Sep 11, 2026 |
| PWR — Quanta Services, Inc. Common Stock (PWR) [ST] | Not reported | Purchase | Aug 27, 2026 | Sep 11, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Not reported | Purchase | Aug 26, 2026 | Sep 11, 2026 |
| PHR — Phreesia, Inc. Common Stock (PHR) [ST] | Not reported | Sale | Aug 26, 2026 | Sep 11, 2026 |
| WMT — Walmart Inc. - Common Stock (WMT) [ST] | Not reported | Purchase | Aug 26, 2026 | Sep 11, 2026 |
| WPM — Wheaton Precious Metals Corp Common Shares (WPM) [ST] | Not reported | Purchase | Aug 26, 2026 | Sep 11, 2026 |
| LAMR — Lamar Advertising Company - Class A Common Stock (LAMR) [ST] | Not reported | Sale | Aug 25, 2026 | Sep 11, 2026 |
| PHR — Phreesia, Inc. Common Stock (PHR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Ptr | Aug 25, 2026 | Sep 11, 2026 |
| LAMR — Lamar Advertising Company - Class A Common Stock (LAMR) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 32 · Ptr | Aug 24, 2026 | Sep 11, 2026 |
| AGIO — Agios Pharmaceuticals, Inc. - Common Stock (AGIO) [ST] | Not reported | Purchase | Aug 20, 2026 | Sep 11, 2026 |
| AORT — Artivion, Inc. Common Stock (AORT) [ST] | Not reported | Purchase | Aug 20, 2026 | Sep 11, 2026 |
| ATRC — AtriCure, Inc. - Common Stock (ATRC) [ST] | Not reported | Purchase | Aug 20, 2026 | Sep 11, 2026 |
| CECO — CECO Environmental Corp. - Common Stock (CECO) [ST] | Not reported | Purchase | Aug 20, 2026 | Sep 11, 2026 |
| HMN — Horace Mann Educators Corporation Common Stock (HMN) [ST] | Not reported | Purchase | Aug 20, 2026 | Sep 11, 2026 |
| LAMR — Lamar Advertising Company - Class A Common Stock (LAMR) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 35 · Ptr | Aug 20, 2026 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Ptr | Aug 20, 2026 | Sep 11, 2026 |
| KMX — CarMax Inc (KMX) [ST] | Not reported | Purchase | Aug 19, 2026 | Sep 11, 2026 |
| CDW — CDW Corporation - Common Stock (CDW) [ST] | Not reported | Purchase | Aug 19, 2026 | Sep 11, 2026 |
| CSGP — CoStar Group, Inc. - Common Stock (CSGP) [ST] | Not reported | Purchase | Aug 19, 2026 | Sep 11, 2026 |
| DLTR — Dollar Tree, Inc. - Common Stock (DLTR) [ST] | Not reported | Sale | Aug 19, 2026 | Sep 11, 2026 |
| FSV — FirstService Corporation - Common Shares (FSV) [ST] | Not reported | Purchase | Aug 19, 2026 | Sep 11, 2026 |
| GMED — Globus Medical, Inc. Class A Common Stock (GMED) [ST] | Not reported | Purchase | Aug 19, 2026 | Sep 11, 2026 |
| LAMR — Lamar Advertising Company - Class A Common Stock (LAMR) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 34 · Ptr | Aug 19, 2026 | Sep 11, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Aug 18, 2026 | Sep 11, 2026 |
| APH — Amphenol Corporation Common Stock (APH) [ST] | Not reported | Purchase | Aug 18, 2026 | Sep 11, 2026 |
| APP — Applovin Corporation - Class A Common Stock (APP) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Aug 18, 2026 | Sep 11, 2026 |
| BSX — Boston Scientific Corporation Common Stock (BSX) [ST] | Not reported | Purchase | Aug 18, 2026 | Sep 11, 2026 |
| NET — Cloudflare, Inc. Class A Common Stock (NET) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr | Aug 18, 2026 | Sep 11, 2026 |
| COHR — Coherent Corp. (COHR) [ST] | Not reported | Sale | Aug 18, 2026 | Sep 11, 2026 |
| COIN — Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | Not reported | Sale | Aug 18, 2026 | Sep 11, 2026 |
| CCI — Crown Castle Inc. Common Stock (CCI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr | Aug 18, 2026 | Sep 11, 2026 |
| GDDY — GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Not reported | Purchase | Aug 18, 2026 | Sep 11, 2026 |
| PODD — Insulet Corporation - Common Stock (PODD) [ST] | Not reported | Purchase | Aug 18, 2026 | Sep 11, 2026 |
| IBM — International Business Machines Corporation Common Stock (IBM) [ST] | Not reported | Purchase | Aug 18, 2026 | Sep 11, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Not reported | Purchase | Aug 18, 2026 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | Aug 18, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Ptr | Aug 18, 2026 | Sep 11, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Ptr | Aug 18, 2026 | Sep 11, 2026 |
| TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Not reported | Purchase | Aug 18, 2026 | Sep 11, 2026 |
| TYL — Tyler Technologies, Inc. Common Stock (TYL) [ST] | Not reported | Purchase | Aug 18, 2026 | Sep 11, 2026 |
| VRSK — Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Ptr | Aug 18, 2026 | Sep 11, 2026 |
| WDAY — Workday, Inc. - Class A Common Stock (WDAY) [ST] | Not reported | Purchase | Aug 18, 2026 | Sep 11, 2026 |
| SHAK — Shake Shack, Inc. Class A Common Stock (SHAK) [ST] | Not reported | Purchase | Aug 11, 2026 | Sep 11, 2026 |
| TXRH — Texas Roadhouse, Inc. - Common Stock (TXRH) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 52 · Ptr | Aug 11, 2026 | Sep 11, 2026 |
| CRWD — CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Not reported | Purchase | Aug 7, 2026 | Sep 11, 2026 |
| DCO — Ducommun Incorporated Common Stock (DCO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr | Aug 7, 2026 | Sep 11, 2026 |
| HLI — Houlihan Lokey, Inc. Class A Common Stock (HLI) [ST] | Not reported | Purchase | Aug 7, 2026 | Sep 11, 2026 |
| MOG.A — Moog Inc. Class A Common Stock (MOG.A) [ST] | Not reported | Purchase | Aug 7, 2026 | Sep 11, 2026 |
All disclosures
28 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.