| Ticker | Asset | Value |
|---|---|---|
| MSFT joint | ; Expires 1/17/2025 Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation ST | $5.0M–25M |
| VOO joint | Morgan Stanley - Portfolio Management ⇒ Vanguard S&P 500 ETF EF | $1.0M–5M |
| MSFT joint | Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock OP | $1.0M–5M |
| MSFT joint | ; Expires 1/16/2026 Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock OP | $1.0M–5M |
| MSFT joint | ; Expires 1/16/2026 Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock OP | $1.0M–5M |
| AAPL joint | Morgan Stanley - Active Asset Account # 3 ⇒ Apple Inc. ST | $500k–1M |
| MSFT joint | Morgan Stanley - Active Asset Account # 3 ⇒ Microsoft Corporation ST | $500k–1M |
| — | JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LP HE | $250k–500k |
| — | Morgan Stanley - Active Asset Account # 1 ⇒ Blackstone Real Estate Income Trust, Inc. RE | $250k–500k |
| META joint | Morgan Stanley - Active Asset Account # 3 ⇒ Meta Platforms, Inc. - Class A ST | $250k–500k |
| SPY joint | Morgan Stanley - Portfolio Management ⇒ SPDR S&P 500 EF | $250k–500k |
| VFORX spouse | Shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC Tusk Strategies 401(k) Profit Sharing Plan ⇒ Vanguard Target Retirement 2040 Fund MF | $250k–500k |
| — | Tusk Venture Partners I GP, LLC OL | $100k–250k |
| — | Microsoft 401(k) ⇒ BTC LifePath MF | $100k–250k |
| VRNIX | Microsoft 401(k) ⇒ Vanguard Russell 1000 Index Fd Insti Cl MF | $100k–250k |
| SPY | Morgan Stanley - Active Asset Account # 1 ⇒ SPDR S&P 500 EF | $100k–250k |
| AMZN joint | Morgan Stanley - Active Asset Account # 3 ⇒ Amazon.com, Inc. ST | $100k–250k |
| APDYX joint | Morgan Stanley - Portfolio Management ⇒ Artisan Developing World Fund - Advisor Shares MF | $100k–250k |
| PAVE joint | Morgan Stanley - Portfolio Management ⇒ Global X Funds Global X U.S. Infrastructure Development ETF EF | $100k–250k |
| QQQ joint | Morgan Stanley - Portfolio Management ⇒ Invesco QQQ Trust, Series 1 EF | $100k–250k |
| IJH joint | Morgan Stanley - Portfolio Management ⇒ iShares Core S&P Mid-Cap ETF EF | $100k–250k |
| IYW joint | Morgan Stanley - Portfolio Management ⇒ iShares U.S. Technology ETF EF | $100k–250k |
| — joint | ; Expires 06/20/2025 Morgan Stanley - Portfolio Management Active Assets Account ⇒ Morgan Stanley Bank N.A. # BA | $100k–250k |
| AAPL joint | Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. ST | $100k–250k |
| XCAPX | Morgan Stanley - Traditional Inherited IRA ⇒ ACAP Strategic Fund MF | $100k–250k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| sold (part) joint | NTDOY | $1k–15k | 2026-06-17 | 2026-07-07 | filing · analyze |
| sold (part) joint | INSM | $1k–15k | 2026-06-10 | 2026-07-07 | filing · analyze |
| sold joint | ADC | $1k–15k | 2026-06-01 | 2026-07-07 | filing · analyze |
| sold joint | BABA | $1k–15k | 2026-06-01 | 2026-07-07 | filing · analyze |
| sold joint | BKNG | $1k–15k | 2026-06-01 | 2026-07-07 | filing · analyze |
| sold (part) joint | NSRGY | $1k–15k | 2026-06-01 | 2026-07-07 | filing · analyze |
| sold joint | NVZMY | $1k–15k | 2026-06-01 | 2026-07-07 | filing · analyze |
| sold (part) joint | ABT | $1k–15k | 2026-05-27 | 2026-06-02 | filing · analyze |
| sold (part) joint | INTU | $1k–15k | 2026-05-22 | 2026-06-02 | filing · analyze |
| bought joint | LITE | $1k–15k | 2026-05-22 | 2026-06-02 | filing · analyze |
| bought joint | MU | $1k–15k | 2026-05-21 | 2026-06-02 | filing · analyze |
| bought joint | ADI | $1k–15k | 2026-05-19 | 2026-06-02 | filing · analyze |
| sold joint | MSFT OP | $250k–500k | 2026-05-19 | 2026-06-02 | filing · analyze |
| sold joint | MSFT OP | $500k–1M | 2026-05-19 | 2026-06-02 | filing · analyze |
| bought joint | MSFT OP | $250k–500k | 2026-05-19 | 2026-06-02 | filing · analyze |
| bought joint | MSFT OP | $500k–1M | 2026-05-19 | 2026-06-02 | filing · analyze |
| sold joint | TPH | $1k–15k | 2026-05-15 | 2026-06-02 | filing · analyze |
| sold (part) joint | NSRGY | $1k–15k | 2026-05-14 | 2026-06-02 | filing · analyze |
| bought joint | PANW | $1k–15k | 2026-05-14 | 2026-06-02 | filing · analyze |
| bought joint | SNDK | $1k–15k | 2026-05-07 | 2026-06-02 | filing · analyze |
| sold joint | ABBV | $1k–15k | 2026-05-05 | 2026-06-02 | filing · analyze |
| bought joint | AMD | $1k–15k | 2026-05-05 | 2026-06-02 | filing · analyze |
| sold (part) joint | NSRGY | $1k–15k | 2026-05-05 | 2026-06-02 | filing · analyze |
| sold (part) joint | BRK.B | $1k–15k | 2026-05-04 | 2026-06-02 | filing · analyze |
| sold (part) joint | BRK.B | $1k–15k | 2026-05-04 | 2026-06-02 | filing · analyze |
| bought joint | TWLO | $1k–15k | 2026-05-04 | 2026-06-02 | filing · analyze |
| bought joint | FN | $1k–15k | 2026-05-01 | 2026-06-02 | filing · analyze |
| sold (part) joint | MMM | $1k–15k | 2026-04-28 | 2026-05-05 | filing · analyze |
| bought joint | AMD | $1k–15k | 2026-04-27 | 2026-05-05 | filing · analyze |
| sold (part) joint | IBM | $1k–15k | 2026-04-24 | 2026-05-05 | filing · analyze |
| sold joint | NOW | $1k–15k | 2026-04-24 | 2026-05-05 | filing · analyze |
| bought joint | AMD | $1k–15k | 2026-04-23 | 2026-05-05 | filing · analyze |
| bought joint | GS | $1k–15k | 2026-04-16 | 2026-05-05 | filing · analyze |
| bought joint | FCX | $1k–15k | 2026-04-15 | 2026-05-05 | filing · analyze |
| sold (part) joint | HDB | $1k–15k | 2026-04-13 | 2026-05-05 | filing · analyze |
| bought joint | INTA | $1k–15k | 2026-04-13 | 2026-05-05 | filing · analyze |
| sold joint | ALLY | $1k–15k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | T | $1k–15k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | DRI | $15k–50k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | DLTR | $1k–15k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | F | $15k–50k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | GS | $15k–50k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | HD | $15k–50k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | MKTX | $1k–15k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | MLM | $15k–50k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | PFGC | $15k–50k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | SYF | $15k–50k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | TSCO | $15k–50k | 2026-04-09 | 2026-05-05 | filing · analyze |
| sold joint | VLY | $1k–15k | 2026-04-09 | 2026-05-05 | filing · analyze |
| bought joint | CBZ | $1k–15k | 2026-04-06 | 2026-05-05 | filing · analyze |
| bought joint | FWRG | $1k–15k | 2026-04-06 | 2026-05-05 | filing · analyze |
| bought joint | NTES | $1k–15k | 2026-04-06 | 2026-05-05 | filing · analyze |
| bought joint | MSFT OP | $50k–100k | 2026-03-25 | 2026-04-07 | filing · analyze |
| bought joint | MSFT OP | $500k–1M | 2026-03-25 | 2026-04-07 | filing · analyze |
| sold (part) joint | CCI | $1k–15k | 2026-03-24 | 2026-04-07 | filing · analyze |
| sold (part) joint | XNGSY | $1k–15k | 2026-03-24 | 2026-04-07 | filing · analyze |
| bought joint | FN | $1k–15k | 2026-03-24 | 2026-04-07 | filing · analyze |
| sold joint | ALC | $1k–15k | 2026-03-12 | 2026-04-07 | filing · analyze |
| sold (part) joint | HDB | $1k–15k | 2026-03-12 | 2026-04-07 | filing · analyze |
| sold joint | IFNNY | $1k–15k | 2026-03-12 | 2026-04-07 | filing · analyze |
| sold joint | INTA | $1k–15k | 2026-03-12 | 2026-04-07 | filing · analyze |
| sold joint | LZB | $1k–15k | 2026-03-12 | 2026-04-07 | filing · analyze |
| bought joint | SE | $1k–15k | 2026-03-10 | 2026-04-07 | filing · analyze |
| bought joint | NOW | $1k–15k | 2026-03-06 | 2026-04-07 | filing · analyze |
| bought joint | APD | $1k–15k | 2026-03-05 | 2026-04-07 | filing · analyze |
| sold joint | CBZ | $1k–15k | 2026-03-05 | 2026-04-07 | filing · analyze |
| sold joint | COLB | $1k–15k | 2026-03-05 | 2026-04-07 | filing · analyze |
| sold joint | FWRG | $1k–15k | 2026-03-05 | 2026-04-07 | filing · analyze |
| sold (part) joint | NTES | $1k–15k | 2026-03-05 | 2026-04-07 | filing · analyze |
| sold joint | PHR | $1k–15k | 2026-03-05 | 2026-04-07 | filing · analyze |
| bought joint | IFNNY | $1k–15k | 2026-02-27 | 2026-03-05 | filing · analyze |
| sold joint | PANW | $1k–15k | 2026-02-27 | 2026-03-05 | filing · analyze |
| bought joint | FSS | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold (part) joint | INTU | $1k–15k | 2026-02-20 | 2026-03-05 | filing · analyze |
| sold (part) joint | CVNA | $1k–15k | 2026-02-18 | 2026-03-05 | filing · analyze |
| sold (part) joint | V | $1k–15k | 2026-02-18 | 2026-03-05 | filing · analyze |
| bought joint | CMI | $1k–15k | 2026-02-05 | 2026-03-05 | filing · analyze |
| bought joint | GEV | $1k–15k | 2026-02-05 | 2026-03-05 | filing · analyze |
| bought joint | UNH | $1k–15k | 2026-02-05 | 2026-03-05 | filing · analyze |
| sold joint | NET | $1k–15k | 2026-02-04 | 2026-03-05 | filing · analyze |
| bought joint | XOM | $1k–15k | 2026-02-04 | 2026-03-05 | filing · analyze |
| sold joint | FICO | $1k–15k | 2026-02-04 | 2026-03-05 | filing · analyze |
| bought joint | MRK | $1k–15k | 2026-02-04 | 2026-03-05 | filing · analyze |
| bought joint | XOM | $1k–15k | 2026-02-02 | 2026-03-05 | filing · analyze |
| sold (part) joint | MSFT | $1k–15k | 2026-02-02 | 2026-03-05 | filing · analyze |
| bought joint | MNST | $1k–15k | 2026-02-02 | 2026-03-05 | filing · analyze |
| sold joint | NOW | $1k–15k | 2026-01-30 | 2026-02-03 | filing · analyze |
| sold (part) joint | UBER | $1k–15k | 2026-01-30 | 2026-02-03 | filing · analyze |
| bought joint | GILD | $1k–15k | 2026-01-27 | 2026-02-03 | filing · analyze |
| bought joint | ICE | $1k–15k | 2026-01-26 | 2026-02-03 | filing · analyze |
| sold (part) joint | NSRGY | $1k–15k | 2026-01-26 | 2026-02-03 | filing · analyze |
| sold joint | SNDR | $1k–15k | 2026-01-26 | 2026-02-03 | filing · analyze |
| sold (part) joint | NOW | $1k–15k | 2025-12-17 | 2026-01-07 | filing · analyze |
| sold joint | LNG | $1k–15k | 2025-12-12 | 2026-01-07 | filing · analyze |
| sold (part) joint | UBER | $1k–15k | 2025-12-11 | 2026-01-07 | filing · analyze |
| sold (part) joint | APD | $15k–50k | 2025-12-08 | 2026-01-07 | filing · analyze |
| sold joint | UTZ | $1k–15k | 2025-12-08 | 2026-01-07 | filing · analyze |
| sold joint | CVLT | $1k–15k | 2025-12-05 | 2026-01-07 | filing · analyze |
| sold joint | MTHRY | $1k–15k | 2025-12-05 | 2026-01-07 | filing · analyze |
| sold joint | SE | $1k–15k | 2025-12-05 | 2026-01-07 | filing · analyze |