| Ticker | Asset | Value |
|---|---|---|
| — | Schwab One ⇒ Schwab One bank balance BA | $1.0M–5M |
| WMPXX | Wells Fargo ⇒ Allspring Money Market Fund - Premier Class MF | $1.0M–5M |
| — | Schwab One ⇒ Cash account BA | $500k–1M |
| — | Avails Medical, Inc OT | $250k–500k |
| — | Raleigh, NC, US Live Oak Banking BA | $250k–500k |
| — | Moore Properties of Kings Mountain LLC ⇒ Bishop Park Condo RP | $250k–500k |
| — | Kings Mountain/Cleveland, NC, US Moore Properties of Kings Mountain LLC ⇒ E King - 1 RP | $250k–500k |
| TZA | Schwab One ⇒ Direxion Small Cap Bear 3X Shares ST | $250k–500k |
| — | Medical Devices, Menlo Park, CA (Privately owned) Commercial Bank MM BA | $100k–250k |
| — | Kings Mountain/Cleveland, NC, US Moore Properties of Kings Mountain LLC ⇒ Carpenter Ext RP | $100k–250k |
| BSOL | Schwab One ⇒ Bitwise Solana Staking ETF EF | $100k–250k |
| — | Discover Bank BA | $50k–100k |
| — | Raleigh/Wake, NC, US Moore Properties of Kings Mountain LLC ⇒ Carpenter RP | $50k–100k |
| NVDA | TradeWinds ⇒ NVIDIA Corporation ST | $50k–100k |
| CBRL | Schwab One ⇒ Cracker Barrel Old Country Store, Inc. - Common Stock ST | $15k–50k |
| HOG | Schwab One ⇒ Harley-Davidson, Inc. Common Stock ST | $15k–50k |
| VZ | Schwab One ⇒ Verizon Communications Inc. Common Stock ST | $15k–50k |
| MSTY | Schwab One ⇒ YieldMax MSTR Option Income Strategy ETF EF | $15k–50k |
| GOOG | TradeWinds ⇒ Alphabet Inc. - Class C Capital Stock ST | $15k–50k |
| AMZN | TradeWinds ⇒ Amazon.com, Inc. ST | $15k–50k |
| AAPL | TradeWinds ⇒ Apple Inc. ST | $15k–50k |
| BKR | TradeWinds ⇒ Baker Hughes Company - Common Stock ST | $15k–50k |
| BRK.B | TradeWinds ⇒ Berkshire Hathaway Inc. New ST | $15k–50k |
| BLK | TradeWinds ⇒ BlackRock, Inc. Common Stock ST | $15k–50k |
| COIN | TradeWinds ⇒ Coinbase Global, Inc. - Class A Common Stock ST | $15k–50k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| sold child | DASH | $1k–15k | 2026-06-09 | 2026-07-08 | filing · analyze |
| bought | T | $50k–100k | 2026-06-04 | 2026-06-04 | filing · analyze |
| sold child | T | $15k–50k | 2026-05-21 | 2026-05-21 | filing · analyze |
| bought child | T | $15k–50k | 2026-05-18 | 2026-05-18 | filing · analyze |
| bought | IHG | $1k–15k | 2026-05-07 | 2026-05-08 | filing · analyze |
| bought | RYCEY | $1k–15k | 2026-05-07 | 2026-05-08 | filing · analyze |
| sold | HOG | $50k–100k | 2026-04-07 | 2026-04-07 | filing · analyze |
| sold child | CBRL | $15k–50k | 2026-04-01 | 2026-04-01 | filing · analyze |
| sold | LGIH | $100k–250k | 2026-03-26 | 2026-04-07 | filing · analyze |
| sold | NVDA | $15k–50k | 2026-03-24 | 2026-04-24 | filing · analyze |
| bought child | CBRL | $15k–50k | 2026-03-23 | 2026-03-23 | filing · analyze |
| bought | LGIH | $15k–50k | 2026-03-20 | 2026-03-20 | filing · analyze |
| bought | LGIH | $50k–100k | 2026-03-19 | 2026-03-19 | filing · analyze |
| bought | LGIH | $15k–50k | 2026-03-18 | 2026-03-18 | filing · analyze |
| sold | DNUT | $15k–50k | 2026-03-17 | 2026-03-17 | filing · analyze |
| bought | SMPL | $1k–15k | 2026-03-13 | 2026-03-13 | filing · analyze |
| bought | HOG | $15k–50k | 2026-03-12 | 2026-03-12 | filing · analyze |
| bought | LGIH | $15k–50k | 2026-03-12 | 2026-03-12 | filing · analyze |
| sold | COIN | $1k–15k | 2026-02-18 | 2026-02-18 | filing · analyze |
| bought | DNUT | $1k–15k | 2026-02-12 | 2026-02-12 | filing · analyze |
| bought | SMPL | $15k–50k | 2026-02-11 | 2026-02-11 | filing · analyze |
| bought | GNPX | $1k–15k | 2026-02-05 | 2026-02-05 | filing · analyze |
| bought | SMPL | $15k–50k | 2026-02-03 | 2026-02-03 | filing · analyze |
| sold child | T | $15k–50k | 2026-01-30 | 2026-01-30 | filing · analyze |
| bought | HOG | $15k–50k | 2026-01-23 | 2026-01-23 | filing · analyze |
| bought child | T | $15k–50k | 2026-01-09 | 2026-01-22 | filing · analyze |
| sold | CBRL | $50k–100k | 2026-01-05 | 2026-01-22 | filing · analyze |
| sold | HY | $15k–50k | 2026-01-05 | 2026-01-22 | filing · analyze |
| bought child | CBRL | $15k–50k | 2025-12-31 | 2026-01-03 | filing · analyze |
| bought | HY | $15k–50k | 2025-12-31 | 2026-01-22 | filing · analyze |
| bought | GNPX | $1k–15k | 2025-12-18 | 2026-01-03 | filing · analyze |
| bought | HOG | $15k–50k | 2025-12-18 | 2026-01-03 | filing · analyze |