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 |
|---|---|---|---|---|---|---|
| GBCI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $45.25Sep 15, 2026 | Unavailable |
| GPN | Not reported | None | Unavailable | Unavailable | $88.98Sep 15, 2026 | Unavailable |
| GMED | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $74.69Sep 15, 2026 | Unavailable |
| GDDY | Not reported | None | Unavailable | Unavailable | $102.38Sep 15, 2026 | Unavailable |
| GS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $976.67Sep 15, 2026 | Unavailable |
| LOPE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $153.43Sep 15, 2026 | Unavailable |
| GPOR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $173.25Sep 11, 2026 | Unavailable |
| HAL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $35.67Sep 15, 2026 | Unavailable |
| HALO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $106.25Sep 15, 2026 | Unavailable |
| HCA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HQY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $96.51Sep 15, 2026 | Unavailable |
| HESAF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HLMN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HLT | Not reported | None | Unavailable | Unavailable | $307.79Sep 15, 2026 | Unavailable |
| HD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $203.44Sep 15, 2026 | Unavailable |
| HMN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $49.51Sep 15, 2026 | Unavailable |
| HST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $22.13Sep 15, 2026 | Unavailable |
| HLI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $133.73Sep 15, 2026 | Unavailable |
| HWM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $224.67Sep 15, 2026 | Unavailable |
| HPQ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $33.82Sep 15, 2026 | Unavailable |
| HUM | Not reported | None | Unavailable | Unavailable | $396.62Sep 15, 2026 | Unavailable |
| HBAN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $16.75Sep 15, 2026 | Unavailable |
| IBDSF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ICFI | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| ICUI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $155.88Sep 15, 2026 | Unavailable |
| IDA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| IDXX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $510.73Sep 15, 2026 | Unavailable |
| ITW | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $268.60Sep 15, 2026 | Unavailable |
| ILMN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $222.29Sep 15, 2026 | Unavailable |
| IRT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $15.17Sep 15, 2026 | Unavailable |
| INDB | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $83.64Sep 15, 2026 | Unavailable |
| IR | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $71.91Sep 15, 2026 | Unavailable |
| INSM | Not reported | None | Unavailable | Unavailable | $119.92Sep 15, 2026 | Unavailable |
| PODD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $139.24Sep 15, 2026 | Unavailable |
| INTA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $37.49Sep 15, 2026 | Unavailable |
| INTC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $97.14Sep 15, 2026 | Unavailable |
| ICE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $156.90Sep 15, 2026 | Unavailable |
| IBM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| IFF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $84.24Sep 15, 2026 | Unavailable |
| IP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ITCI | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| INTU | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $329.27Sep 15, 2026 | Unavailable |
| ISRG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $377.16Sep 15, 2026 | Unavailable |
| IVZ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $30.78Sep 15, 2026 | Unavailable |
| INVH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $27.64Sep 15, 2026 | Unavailable |
| ITT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $197.99Sep 15, 2026 | Unavailable |
| JBHT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JKHY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $154.07Sep 15, 2026 | Unavailable |
| JNJ | Not reported | $50,001 - $100,000 | 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 |
|---|---|---|---|---|
| NEO — NeoGenomics, Inc. - Common Stock (NEO) [ST] | Not reported | Purchase | Aug 7, 2026 | Sep 11, 2026 |
| SKHY — SK hynix Inc. - American Depositary Shares (SKHY) [ST] | Not reported | Purchase | Aug 7, 2026 | Sep 11, 2026 |
| SNOW — Snowflake Inc. Common Stock (SNOW) [ST] | Not reported | Purchase | Aug 7, 2026 | Sep 11, 2026 |
| STRL — Sterling Infrastructure, Inc. - Common Stock (STRL) [ST] | Not reported | Sale | Aug 7, 2026 | Sep 11, 2026 |
| EA — Electronic Arts Inc. - Common Stock (EA) [ST] | Not reported | Sale | Aug 5, 2026 | Sep 11, 2026 |
| NXPI — NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Ptr | Aug 5, 2026 | Sep 11, 2026 |
| APG — APi Group Corporation Common Stock (APG) [ST] | Not reported | Purchase | Aug 4, 2026 | Sep 11, 2026 |
| MSB — Mesabi Trust Common Stock (MSB) [ST] | Not reported | Purchase | Jul 31, 2026 | Sep 11, 2026 |
| ALKS — Alkermes plc - Ordinary Shares (ALKS) [ST] | Not reported | Purchase | Jul 30, 2026 | Sep 11, 2026 |
| CRNX — Crinetics Pharmaceuticals, Inc. - Common Stock (CRNX) [ST] | Not reported | Sale | Jul 30, 2026 | Sep 11, 2026 |
| PRAX — Praxis Precision Medicines, Inc. - Common Stock (PRAX) [ST] | Not reported | Purchase | Jul 30, 2026 | Sep 11, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Jul 24, 2026 | Sep 11, 2026 |
| BABA — Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | Not reported | Sale | Jul 24, 2026 | Sep 11, 2026 |
| NSA — National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST] | Not reported | Exchange | Jul 23, 2026 | Sep 11, 2026 |
| FDX — FedEx Corporation Common Stock (FDX) [ST] | Not reported | Sale | Jul 21, 2026 | Sep 11, 2026 |
| GBCI — Glacier Bancorp, Inc. (GBCI) [ST] | Not reported | Purchase | Jul 21, 2026 | Sep 11, 2026 |
| SAIL — SailPoint, Inc. - Common Stock (SAIL) [ST] | Not reported | Purchase | Jul 21, 2026 | Sep 11, 2026 |
| SMTC — Semtech Corporation - Common Stock (SMTC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Ptr | Jul 21, 2026 | Sep 11, 2026 |
| VIAV — Viavi Solutions Inc. - Common Stock (VIAV) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Ptr | Jul 21, 2026 | Sep 11, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Purchase | Jul 17, 2026 | Sep 11, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | Purchase | Jul 17, 2026 | Sep 11, 2026 |
| APP — Applovin Corporation - Class A Common Stock (APP) [ST] | Not reported | Purchase | Jul 17, 2026 | Sep 11, 2026 |
| COIN — Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | Not reported | Purchase | Jul 17, 2026 | Sep 11, 2026 |
| CMCSA — Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Not reported | Sale | Jul 17, 2026 | Sep 11, 2026 |
| STZ — Constellation Brands, Inc. Common Stock (STZ) [ST] | Not reported | Sale | Jul 17, 2026 | Sep 11, 2026 |
| CRWD — CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Not reported | Purchase | Jul 17, 2026 | Sep 11, 2026 |
| DD — DuPont de Nemours, Inc. Common Stock (DD) [ST] | Not reported | Sale | Jul 17, 2026 | Sep 11, 2026 |
| EA — Electronic Arts Inc. - Common Stock (EA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Ptr | Jul 17, 2026 | Sep 11, 2026 |
| IBM — International Business Machines Corporation Common Stock (IBM) [ST] | Not reported | Sale | Jul 17, 2026 | Sep 11, 2026 |
| KVUE — Kenvue Inc. Common Stock (KVUE) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Ptr | Jul 17, 2026 | Sep 11, 2026 |
| LITE — Lumentum Holdings Inc. - Common Stock (LITE) [ST] | Not reported | Sale | Jul 17, 2026 | Sep 11, 2026 |
| MRVL — Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Not reported | Purchase | Jul 17, 2026 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | Jul 17, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Purchase | Jul 17, 2026 | Sep 11, 2026 |
| PLTR — Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Not reported | Purchase | Jul 17, 2026 | Sep 11, 2026 |
| PSKY — Paramount Skydance Corporation - Class B Common Stock (PSKY) [ST] | Not reported | Sale | Jul 17, 2026 | Sep 11, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Ptr | Jul 17, 2026 | Sep 11, 2026 |
| TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Not reported | Purchase | Jul 17, 2026 | Sep 11, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 61 · Ptr | Jul 17, 2026 | Sep 11, 2026 |
| VZ — Verizon Communications Inc. Common Stock (VZ) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 63 · Ptr | Jul 17, 2026 | Sep 11, 2026 |
| WDC — Western Digital Corporation - Common Stock (WDC) [ST] | Not reported | Purchase | Jul 17, 2026 | Sep 11, 2026 |
| ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 66 · Ptr | Jul 17, 2026 | Sep 11, 2026 |
| AORT — Artivion, Inc. Common Stock (AORT) [ST] | Not reported | Purchase | Jul 16, 2026 | Sep 11, 2026 |
| COMP — Compass, Inc. Class A Common Stock (COMP) [ST] | Not reported | Purchase | Jul 16, 2026 | Sep 11, 2026 |
| CSW — CSW Industrials, Inc. Common Stock (CSW) [ST] | Not reported | Purchase | Jul 16, 2026 | Sep 11, 2026 |
| EPAC — Enerpac Tool Group Corp. Common Stock (EPAC) [ST] | Not reported | Purchase | Jul 16, 2026 | Sep 11, 2026 |
| FN — Fabrinet Ordinary Shares (FN) [ST] | Not reported | Sale | Jul 16, 2026 | Sep 11, 2026 |
| FERG — Ferguson Enterprises Inc. Common Stock (FERG) [ST] | Not reported | Purchase | Jul 16, 2026 | Sep 11, 2026 |
| HLI — Houlihan Lokey, Inc. Class A Common Stock (HLI) [ST] | Not reported | Purchase | Jul 16, 2026 | Sep 11, 2026 |
| LAMR — Lamar Advertising Company - Class A Common Stock (LAMR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Ptr | Jul 16, 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.