Democrat · House CA31
Wikipedia biography ↗Years Elected: About 3.7Rank: #49
Federal elected service; earlier service not yet verified.
13.35%
Cumulative estimated return
SPY: 14.60%
Outperformance: -1.25 percentage points
2025-09-15 – 2026-09-15
47.25%
Cumulative estimated return
SPY: 28.67%
Outperformance: 18.58 percentage points
2025-01-07 – 2026-09-15
47.25%
Cumulative estimated return
SPY: 28.67%
Outperformance: 18.58 percentage points
2025-01-07 – 2026-09-15
As of Sep 15, 2026. 1434 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 |
|---|---|---|---|---|---|---|
| DGX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $247.08Sep 16, 2026 | Unavailable |
| RBA | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ROLL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| O | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $57.15Sep 16, 2026 | Unavailable |
| REGN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $774.61Sep 16, 2026 | Unavailable |
| RF | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $28.47Sep 16, 2026 | Unavailable |
| RTO | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RSG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $219.80Sep 16, 2026 | Unavailable |
| RMD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $228.25Sep 16, 2026 | Unavailable |
| RSNHF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RVLV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $20.61Sep 16, 2026 | Unavailable |
| RVTY | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RNMBF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HOOD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $104.42Sep 16, 2026 | Unavailable |
| ROK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $414.92Sep 16, 2026 | Unavailable |
| ROP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $375.82Sep 16, 2026 | Unavailable |
| ROST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $224.80Sep 16, 2026 | Unavailable |
| RCL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RTX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $196.83Sep 16, 2026 | Unavailable |
| RYAOF | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RHP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $119.93Sep 16, 2026 | Unavailable |
| SPGI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $406.76Sep 16, 2026 | Unavailable |
| CRM | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $250.54Sep 16, 2026 | Unavailable |
| SAP | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SBAC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $180.02Sep 16, 2026 | Unavailable |
| SBGSF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SNDR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $32.75Sep 16, 2026 | Unavailable |
| SBCF | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $33.82Sep 16, 2026 | Unavailable |
| SRE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SMTC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $167.55Sep 16, 2026 | Unavailable |
| ST | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $41.91Sep 16, 2026 | Unavailable |
| NOW | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $139.82Sep 16, 2026 | Unavailable |
| SHW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $321.46Sep 16, 2026 | Unavailable |
| SMEGF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SLGN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $38.56Sep 16, 2026 | Unavailable |
| SLAB | Not reported | None | Unavailable | Unavailable | $219.71Sep 16, 2026 | Unavailable |
| SPG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $202.94Sep 16, 2026 | Unavailable |
| SKWD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $57.28Sep 16, 2026 | Unavailable |
| SW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $44.58Sep 16, 2026 | Unavailable |
| SNA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $372.98Sep 16, 2026 | Unavailable |
| SEI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $64.60Sep 16, 2026 | Unavailable |
| LUV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $39.15Sep 16, 2026 | Unavailable |
| SPOT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $547.43Sep 16, 2026 | Unavailable |
| SWTX | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SPXC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $178.68Sep 16, 2026 | Unavailable |
| SSNC | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $80.55Sep 16, 2026 | Unavailable |
| STAG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $37.08Sep 16, 2026 | Unavailable |
| SARO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $23.13Sep 16, 2026 | Unavailable |
| SBUX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $97.34Sep 16, 2026 | Unavailable |
| STT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $182.90Sep 16, 2026 | 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 |
|---|---|---|---|
| 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 | 7058.77 |
| 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 |
| Bloom Energy Corporation Class A Common Stock (BE) [ST] | not_reported | 144.9301223528752352787115413 | 37587.63 |
| 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 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Cimpress PLC - Ordinary Shares (CMPR) [ST] | not_reported | 488.0687790959603544075687040 | 40704.94 |
| The Vita Coco Company, Inc. - Common Stock (COCO) [ST] | not_reported | 872.9820211130239800285813640 | 48694.94 |
| Compass, Inc. Class A Common Stock (COMP) [ST] | not_reported | 656.8555008210180623973727422 | 6805.02 |
| 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 |
| The Descartes Systems Group Inc. - Common Stock (DSGX) [ST] | not_reported | 364.9921030447881885310342565 | 29119.07 |
| 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 ⇒ Entergy Corporation (ETR) [ST] | not_reported | 86.55739478524288650870929352 | 8908.49 |
| 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 |
| 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 |
| Horace Mann Educators Corporation Common Stock (HMN) [ST] | not_reported | 839.0714213380387305272627541 | 41240.36 |
| 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 |
| 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 |
| Lennar Corporation Class A Common Stock (LEN) [ST] | not_reported | 10.73572873585721394252339117 | 859.61 |
| 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 ⇒ Wells Fargo Advisors ⇒ Marathon Digital Holdings, Inc. - Common Stock (MARA) [ST] | not_reported | 890.9242761692650334075723831 | 10013.99 |
| 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 |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ Madison Square Garden Entertainment Corp. Class A (MSGE) [ST] | not_reported | 603.0896270179996288736314715 | 48783.92 |
| 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 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Oxford Industries, Inc. (OXM) [ST] | not_reported | 233.9327485380116959064327485 | 6938.45 |
| Occidental Petroleum Corporation Common Stock (OXY) [ST] | not_reported | 172.9090123189971904041495569 | 10983.18 |
| 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 |
| Charles Schwab Corporation (SCHW) [ST] | not_reported | 1744.827648634620786233410405 | 188074.97 |
| Shake Shack, Inc. Class A Common Stock (SHAK) [ST] | not_reported | 207.2770514025940080180359007 | 12078.03 |
| 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 ⇒ TFI International Inc. Common Shares (TFII) [ST] | not_reported | 314.4702467343976777939042090 | 41915.74 |
| 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 |
| 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 |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests (WBI) [ST] | not_reported | 8745.652173913043478260869565 | 275488.04 |
| 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 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | not_reported | 516.1153424164423654194453366 | 87388.65 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST] | not_reported | 122.9144261791365801198340759 | 9625.43 |
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. | ||||||
2218 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 |
|---|---|---|---|---|
| DOX — Amdocs Limited - Ordinary Shares (DOX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Oct 1, 2025 | Sep 11, 2026 |
| SARO — StandardAero, Inc. Common Stock (SARO) [ST] | Not reported | Purchase | Oct 1, 2025 | Sep 11, 2026 |
| APG — 150 Main Street Trust ⇒ Bank of America ⇒ APi Group Corporation Common Stock (APG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2025 | Sep 14, 2026 |
| AJINF — 150 Main Street Trust ⇒ Bank of America ⇒ AJINOMOTO CO INC (AJINF) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2025 | Sep 14, 2026 |
| MHVYF — 150 Main Street Trust ⇒ Bank of America ⇒ Mitsubishi Heavy Industries Ltd Ordinary Shares (MHVYF) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2025 | Sep 14, 2026 |
| CSGP — 150 Main Street Trust ⇒ Bank of America ⇒ CoStar Group, Inc. - Common Stock (CSGP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2025 | Sep 14, 2026 |
| PTC — 150 Main Street Trust ⇒ Bank of America ⇒ PTC Inc. - Common Stock (PTC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2025 | Sep 14, 2026 |
| SARO — 150 Main Street Trust ⇒ Bank of America ⇒ StandardAero, Inc. Common Stock (SARO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2025 | Sep 14, 2026 |
| WAT — 150 Main Street Trust ⇒ Bank of America ⇒ Waters Corporation Common Stock (WAT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2025 | Sep 14, 2026 |
| DOX — 150 Main Street Trust ⇒ Bank of America ⇒ Amdocs Limited - Ordinary Shares (DOX) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 458 · Annual | Sep 30, 2025 | Sep 14, 2026 |
| FTV — 150 Main Street Trust ⇒ Bank of America ⇒ Fortive Corporation Common Stock (FTV) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2025 | Sep 14, 2026 |
| GDDY — 150 Main Street Trust ⇒ Bank of America ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 460 · Annual | Sep 30, 2025 | Sep 14, 2026 |
| AJINF — AJINOMOTO CO INC (AJINF) [ST] | Not reported | Purchase | Sep 30, 2025 | Sep 11, 2026 |
| DOX — Amdocs Limited - Ordinary Shares (DOX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Sep 30, 2025 | Sep 11, 2026 |
| APG — APi Group Corporation Common Stock (APG) [ST] | Not reported | Purchase | Sep 30, 2025 | Sep 11, 2026 |
| CSGP — CoStar Group, Inc. - Common Stock (CSGP) [ST] | Not reported | Purchase | Sep 30, 2025 | Sep 11, 2026 |
| FTV — Fortive Corporation Common Stock (FTV) [ST] | Not reported | Sale | Sep 30, 2025 | Sep 11, 2026 |
| GDDY — GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Ptr | Sep 30, 2025 | Sep 11, 2026 |
| MHVYF — Mitsubishi Heavy Industries Ltd Ordinary Shares (MHVYF) [ST] | Not reported | Purchase | Sep 30, 2025 | Sep 11, 2026 |
| PTC — PTC Inc. - Common Stock (PTC) [ST] | Not reported | Purchase | Sep 30, 2025 | Sep 11, 2026 |
| SARO — StandardAero, Inc. Common Stock (SARO) [ST] | Not reported | Purchase | Sep 30, 2025 | Sep 11, 2026 |
| WAT — Waters Corporation Common Stock (WAT) [ST] | Not reported | Purchase | Sep 30, 2025 | Sep 11, 2026 |
| ARIS — 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ Aris Water Solutions, Inc. Class A Common Stock (ARIS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 26, 2025 | Sep 14, 2026 |
| BE — 150 Main Street Trust ⇒ Bank of America ⇒ Bloom Energy Corporation Class A Common Stock (BE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 26, 2025 | Sep 14, 2026 |
| USB — 150 Main Street Trust ⇒ Bank of America ⇒ U.S. Bancorp Common Stock (USB) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 26, 2025 | Sep 14, 2026 |
| WM — 150 Main Street Trust ⇒ Bank of America ⇒ Waste Management, Inc. Common Stock (WM) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 457 · Annual | Sep 26, 2025 | Sep 14, 2026 |
| ARIS — Aris Water Solutions, Inc. Class A Common Stock (ARIS) [ST] | Not reported | Sale | Sep 26, 2025 | Sep 11, 2026 |
| BE — Bloom Energy Corporation Class A Common Stock (BE) [ST] | Not reported | Purchase | Sep 26, 2025 | Sep 11, 2026 |
| USB — U.S. Bancorp Common Stock (USB) [ST] | Not reported | Sale | Sep 26, 2025 | Sep 11, 2026 |
| WM — Waste Management, Inc. Common Stock (WM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Ptr | Sep 26, 2025 | Sep 11, 2026 |
| BBIO — 150 Main Street Trust ⇒ Bank of America ⇒ BridgeBio Pharma, Inc. - Common Stock (BBIO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 22, 2025 | Sep 14, 2026 |
| CSGP — 150 Main Street Trust ⇒ Bank of America ⇒ CoStar Group, Inc. - Common Stock (CSGP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 22, 2025 | Sep 14, 2026 |
| THR — 150 Main Street Trust ⇒ Bank of America ⇒ Thermon Group Holdings, Inc. Common Stock (THR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 22, 2025 | Sep 14, 2026 |
| WDAY — 150 Main Street Trust ⇒ Bank of America ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 22, 2025 | Sep 14, 2026 |
| DOX — 150 Main Street Trust ⇒ Bank of America ⇒ Amdocs Limited - Ordinary Shares (DOX) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 452 · Annual | Sep 22, 2025 | Sep 14, 2026 |
| INSM — 150 Main Street Trust ⇒ Bank of America ⇒ Insmed Incorporated - Common Stock (INSM) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 453 · Annual | Sep 22, 2025 | Sep 14, 2026 |
| FTV — 150 Main Street Trust ⇒ Bank of America ⇒ Fortive Corporation Common Stock (FTV) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 454 · Annual | Sep 22, 2025 | Sep 14, 2026 |
| GDDY — 150 Main Street Trust ⇒ Bank of America ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 455 · Annual | Sep 22, 2025 | Sep 14, 2026 |
| DOX — Amdocs Limited - Ordinary Shares (DOX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Sep 22, 2025 | Sep 11, 2026 |
| BBIO — BridgeBio Pharma, Inc. - Common Stock (BBIO) [ST] | Not reported | Purchase | Sep 22, 2025 | Sep 11, 2026 |
| CSGP — CoStar Group, Inc. - Common Stock (CSGP) [ST] | Not reported | Purchase | Sep 22, 2025 | Sep 11, 2026 |
| FTV — Fortive Corporation Common Stock (FTV) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Ptr | Sep 22, 2025 | Sep 11, 2026 |
| GDDY — GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 28 · Ptr | Sep 22, 2025 | Sep 11, 2026 |
| INSM — Insmed Incorporated - Common Stock (INSM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Ptr | Sep 22, 2025 | Sep 11, 2026 |
| THR — Thermon Group Holdings, Inc. Common Stock (THR) [ST] | Not reported | Purchase | Sep 22, 2025 | Sep 11, 2026 |
| WDAY — Workday, Inc. - Class A Common Stock (WDAY) [ST] | Not reported | Purchase | Sep 22, 2025 | Sep 11, 2026 |
| UNCFF — 150 Main Street Trust ⇒ Bank of America ⇒ UNICREDITO SPA ORD NEW (UNCFF) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 18, 2025 | Sep 14, 2026 |
| UNCFF — UNICREDITO SPA ORD NEW (UNCFF) [ST] | Not reported | Purchase | Sep 18, 2025 | Sep 11, 2026 |
| ARIS — 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ Aris Water Solutions, Inc. Class A Common Stock (ARIS) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 301 · Annual | Sep 17, 2025 | Sep 14, 2026 |
| ARIS — Aris Water Solutions, Inc. Class A Common Stock (ARIS) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Ptr | Sep 17, 2025 | Sep 11, 2026 |
28 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.