Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Reported trades
1,124
34 reports · Dec 1, 2023 – Sep 25, 2026
Purchases / sales
406 / 718
305 different tickers
Est. purchases ⓘEstimate only: the sum of the midpoints of the reported dollar ranges. The real amounts can be anywhere inside each range.
Est. $59.51M
midpoint of reported ranges totalling $21.02M–$97.99M
Est. sales ⓘEstimate only: the sum of the midpoints of the reported dollar ranges.
Est. $58.79M
midpoint of reported ranges totalling $20.15M–$97.44M
Avg. filing delay ⓘAverage number of days between a trade and the date it was reported. The STOCK Act deadline is 45 days after the trade.
25 days
1 of 1,124 trades reported late (over 45 days)
Trades per month
Number of reported purchases and sales, by trade date
Column filters
Column filters
| Date ↓ | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 25, 2026 | MCD | McDonald's Corporation Common Stock (MCD) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Oct 7, 2026 | 12 days | PTR ↗ |
| Sep 15, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Oct 7, 2026 | 22 days | PTR ↗ |
| Aug 14, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [OP] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | Morgan Stanley - Portfolio Management Active Assets Account | Sep 14, 2026 | 31 days | PTR ↗ |
| Aug 14, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [OP] | Purchase | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Joint | Morgan Stanley - Portfolio Management Active Assets Account | Sep 14, 2026 | 31 days | PTR ↗ |
| Aug 14, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [OP] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | Morgan Stanley - Portfolio Management Active Assets Account | Sep 14, 2026 | 31 days | PTR ↗ |
| Aug 14, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [OP] | Sale | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Joint | Morgan Stanley - Portfolio Management Active Assets Account | Sep 14, 2026 | 31 days | PTR ↗ |
| Aug 6, 2026 | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Sep 14, 2026 | 39 days | PTR ↗ |
| Aug 6, 2026 | RSG | Republic Services, Inc. Common | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Sep 14, 2026 | 39 days | PTR ↗ |
| Aug 6, 2026 | QSR | Restaurant Brands International Inc. Common Shares (QSR) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Sep 14, 2026 | 39 days | PTR ↗ |
| Jul 24, 2026 | GOOGM | Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock (GOOGM) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Aug 10, 2026 | 17 days | PTR ↗ |
| Jul 24, 2026 | GOOGN | Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Aug 10, 2026 | 17 days | PTR ↗ |
| Jul 23, 2026 | GOOGN | Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Aug 10, 2026 | 18 days | PTR ↗ |
| Jul 23, 2026 | CCI | Crown Castle Inc. Common Stock (CCI) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Aug 10, 2026 | 18 days | PTR ↗ |
| Jul 20, 2026 | NICE | NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Aug 10, 2026 | 21 days | PTR ↗ |
| Jul 20, 2026 | SAIL | SailPoint Technologies Holdings, Inc. (SAIL) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Aug 10, 2026 | 21 days | PTR ↗ |
| Jul 17, 2026 | GTLS | Chart Industries, Inc. (GTLS) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Aug 10, 2026 | 24 days | PTR ↗ |
| Jul 17, 2026 | MNST | Monster Beverage Corporation - Common Stock (MNST) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Aug 10, 2026 | 24 days | PTR ↗ |
| Jul 16, 2026 | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Aug 10, 2026 | 25 days | PTR ↗ |
| Jul 16, 2026 | PANW | Palo Alto Networks, Inc. (PANW) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Aug 10, 2026 | 25 days | PTR ↗ |
| Jul 15, 2026 | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Aug 10, 2026 | 26 days | PTR ↗ |
| Jul 15, 2026 | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Aug 10, 2026 | 26 days | PTR ↗ |
| Jul 14, 2026 | FN | Fabrinet Ordinary Shares (FN) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Aug 10, 2026 | 27 days | PTR ↗ |
| Jun 17, 2026 | NTDOY | Nintendo Co Ltd ADR (NTDOY) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Jul 7, 2026 | 20 days | PTR ↗ |
| Jun 10, 2026 | INSM | Insmed Incorporated - Common Stock (INSM) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jul 7, 2026 | 27 days | PTR ↗ |
| Jun 1, 2026 | ADC | Agree Realty Corporation Common Stock (ADC) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jul 7, 2026 | 36 days | PTR ↗ |
| Jun 1, 2026 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jul 7, 2026 | 36 days | PTR ↗ |
| Jun 1, 2026 | BKNG | Booking Holdings Inc. - Common Stock (BKNG) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jul 7, 2026 | 36 days | PTR ↗ |
| Jun 1, 2026 | NSRGY | NESTLE S.A S/ADR (NSRGY) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Jul 7, 2026 | 36 days | PTR ↗ |
| Jun 1, 2026 | NVZMY | NOVONESIS B UNSP/ADR (NVZMY) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jul 7, 2026 | 36 days | PTR ↗ |
| May 27, 2026 | ABT | Abbott Laboratories Common Stock (ABT) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 7 days | PTR ↗ |
| May 22, 2026 | INTU | Intuit Inc. - Common Stock (INTU) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 12 days | PTR ↗ |
| May 22, 2026 | LITE | Lumentum Holdings Inc. - Common Stock (LITE) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 12 days | PTR ↗ |
| May 21, 2026 | MU | Micron Technology, Inc. - Common Stock (MU) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 13 days | PTR ↗ |
| May 19, 2026 | ADI | Analog Devices, Inc. - Common Stock (ADI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 15 days | PTR ↗ |
| May 19, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [OP] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | Morgan Stanley - Portfolio Management Active Assets Account | Jun 3, 2026 | 15 days | PTR ↗ |
| May 19, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [OP] | Sale | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Joint | Morgan Stanley - Portfolio Management Active Assets Account | Jun 3, 2026 | 15 days | PTR ↗ |
| May 19, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [OP] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | Morgan Stanley - Portfolio Management Active Assets Account | Jun 3, 2026 | 15 days | PTR ↗ |
| May 19, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [OP] | Purchase | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Joint | Morgan Stanley - Portfolio Management Active Assets Account | Jun 3, 2026 | 15 days | PTR ↗ |
| May 15, 2026 | TPH | Tri Pointe Homes, Inc. Common Stock (TPH) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 19 days | PTR ↗ |
| May 14, 2026 | NSRGY | NESTLE S.A S/ADR (NSRGY) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Jun 3, 2026 | 20 days | PTR ↗ |
| May 14, 2026 | PANW | Palo Alto Networks, Inc. (PANW) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 20 days | PTR ↗ |
| May 7, 2026 | SNDK | Sandisk Corporation - Common Stock When-Issued (SNDK) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 27 days | PTR ↗ |
| May 5, 2026 | ABBV | AbbVie Inc. Common Stock (ABBV) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 29 days | PTR ↗ |
| May 5, 2026 | AMD | Advanced Micro Devices, Inc. (AMD) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 29 days | PTR ↗ |
| May 5, 2026 | NSRGY | NESTLE S.A S/ADR (NSRGY) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Jun 3, 2026 | 29 days | PTR ↗ |
| May 4, 2026 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 30 days | PTR ↗ |
| May 4, 2026 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 30 days | PTR ↗ |
| May 4, 2026 | TWLO | Twilio Inc. Class A Common Stock (TWLO) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 30 days | PTR ↗ |
| May 1, 2026 | FN | Fabrinet Ordinary Shares (FN) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Jun 3, 2026 | 33 days | PTR ↗ |
| Apr 28, 2026 | MMM | 3M Company Common Stock (MMM) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | May 19, 2026 | 21 days | PTR ↗ |
8 Periodic Transaction Reports on file
- PTR 20035590 · filed Oct 7, 2026 · 2 trades
- PTR 20035455 · filed Sep 14, 2026 · 7 trades
- PTR 20035186 · filed Aug 10, 2026 · 13 trades
- PTR 20034938 · filed Jul 7, 2026 · 7 trades
- PTR 20034693 · filed Jun 3, 2026 · 20 trades
- PTR 20034585 · filed May 19, 2026 · 26 trades
- PTR 20034305 · filed Apr 8, 2026 · 18 trades
- PTR 20034130 · filed Mar 16, 2026 · 16 trades
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