| Ticker | Asset | Value |
|---|---|---|
| — | Merrill CMA Account ⇒ Cash Accounts BA | $1.0M–5M |
| — | Morgan Stanley Active Assets (7) ⇒ Cash Account BA | $1.0M–5M |
| — joint | Marcus Savings Account BA | $500k–1M |
| — | Goldman Sachs Savings Account BA | $250k–500k |
| — spouse | MOD LLC OL | $250k–500k |
| AMZN | Morgan Stanley Active Assets (2) ⇒ Amazon.com, Inc. ST | $250k–500k |
| — child | Morgan Stanley Active Assets (3) ⇒ Cash Account BA | $250k–500k |
| — | Merrill CMA Account ⇒ CDs BA | $100k–250k |
| — | Merrill CMA Account ⇒ US Treasury STRIP OT | $100k–250k |
| — child | Morgan Stanley Active Assets (4) ⇒ Cash Account BA | $100k–250k |
| — | MainStay Growth Allocation Class A MF | $50k–100k |
| — | Mass Mutual Whole Life Insurance WU | $50k–100k |
| — spouse | Mass Mutual Whole Life Insurance WU | $50k–100k |
| — | Ashbritt Inc. 401k ⇒ American Funds Fundamental Investors® Class R-2 MF | $50k–100k |
| — | Ashbritt Inc. 401k ⇒ American Funds The Growth Fund of America® Class R-2 MF | $50k–100k |
| — | Ashbritt Inc. 401k ⇒ Invesco American Franchise Fund Class R MF | $50k–100k |
| SPYM spouse | Betterment SEP IRA (SP) ⇒ State Street SPDR Portfolio S&P 500 ETF EF | $50k–100k |
| — child | John Hancock Freedom 529 Plan ⇒ BLUE CHIP GROWTH PORTFOLIO A MF | $50k–100k |
| AAPL | Morgan Stanley Active Assets (2) ⇒ Apple Inc. ST | $50k–100k |
| BAC | Morgan Stanley Active Assets (2) ⇒ Bank of America Corporation ST | $50k–100k |
| GS | Morgan Stanley Active Assets (2) ⇒ Goldman Sachs Group, Inc. ST | $50k–100k |
| MSFT | Morgan Stanley Active Assets (2) ⇒ Microsoft Corporation ST | $50k–100k |
| — spouse | Morgan Stanley Active Assets (8) ⇒ Cash Account BA | $50k–100k |
| — | MainStay MacKay High Yield Corporate Bond Fund Class A MF | $15k–50k |
| — | C) Stationhead, Inc. PS | $15k–50k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| bought child | AMAT | $1k–15k | 2026-07-13 | 2026-07-31 | filing · analyze |
| sold | STE | $1k–15k | 2026-07-13 | 2026-07-31 | filing · analyze |
| sold (part) | GWW | $1k–15k | 2026-07-13 | 2026-07-31 | filing · analyze |
| bought child | AMAT | $1k–15k | 2026-06-18 | 2026-06-30 | filing · analyze |
| bought child | AMAT | $1k–15k | 2026-06-18 | 2026-06-30 | filing · analyze |
| bought | AMAT | $1k–15k | 2026-06-18 | 2026-06-30 | filing · analyze |
| bought child | HCA | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| bought | HCA | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| bought | HD | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| bought child | META | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| bought | META | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| bought child | MSFT | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| bought | MSFT | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| bought child | MNST | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| bought | MNST | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| sold child | SPGI | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| sold child | SPGI | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| sold | SPGI | $1k–15k | 2026-06-17 | 2026-06-30 | filing · analyze |
| bought | SPCX | $1k–15k | 2026-06-12 | 2026-06-30 | filing · analyze |
| sold child | COR | $1k–15k | 2026-05-06 | 2026-05-31 | filing · analyze |
| sold | COR | $1k–15k | 2026-05-06 | 2026-05-31 | filing · analyze |
| bought child | GILD | $1k–15k | 2026-05-06 | 2026-05-31 | filing · analyze |
| bought | GILD | $1k–15k | 2026-05-06 | 2026-05-31 | filing · analyze |
| bought | AXP | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| bought | ASML | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| bought | AVGO | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| sold (part) | CAT | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| bought | COR | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| bought | CB | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| sold (part) | CMI | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| bought | GE | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| bought | GD | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| bought | HD | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| bought | MCD | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| bought | PANW | $1k–15k | 2026-03-31 | 2026-03-31 | filing · analyze |
| sold | QCOM | $15k–50k | 2026-03-31 | 2026-03-31 | filing · analyze |
| sold child | ACN | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold child | ACN | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold | ACN | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought child | ASML | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought child | ASML | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought | ASML | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold child | ADP | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold child | ADP | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold | ADP | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold child | BRO | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold child | BRO | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold | BRO | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought child | COR | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought | COR | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought child | GE | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought | GE | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought child | GD | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought | GD | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought child | MNST | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought | MNST | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought child | MSI | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought | MSI | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold child | ORCL | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold child | ORCL | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold | ORCL | $15k–50k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought child | PANW | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought | PANW | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought child | PH | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought | PH | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold child | CI | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold | CI | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| bought | TJX | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold child | TSCO | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold child | TSCO | $1k–15k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold | TSCO | $15k–50k | 2026-03-23 | 2026-03-31 | filing · analyze |
| sold child | ROP | $1k–15k | 2026-02-27 | 2026-02-28 | filing · analyze |
| sold child | ROP | $1k–15k | 2026-02-27 | 2026-02-28 | filing · analyze |
| sold | ROP | $1k–15k | 2026-02-27 | 2026-02-28 | filing · analyze |
| bought child | ATO | $1k–15k | 2025-12-02 | 2025-12-31 | filing · analyze |
| bought child | MCK | $1k–15k | 2025-12-02 | 2025-12-31 | filing · analyze |
| bought | MCK | $1k–15k | 2025-12-02 | 2025-12-31 | filing · analyze |
| sold child | PEP | $1k–15k | 2025-12-02 | 2025-12-31 | filing · analyze |
| sold child | PEP | $1k–15k | 2025-12-02 | 2025-12-31 | filing · analyze |
| sold | PEP | $15k–50k | 2025-12-02 | 2025-12-31 | filing · analyze |
| bought | PEG | $1k–15k | 2025-12-02 | 2025-12-31 | filing · analyze |
| bought | SO | $1k–15k | 2025-12-02 | 2025-12-31 | filing · analyze |