| Ticker | Asset | Value |
|---|---|---|
| — joint | Allouez, Brown, WI, US Tony Wied for Congress DO | $500k–1M |
| AMD joint | Brokerage Account ⇒ Advanced Micro Devices, Inc. ST | $250k–500k |
| GOOGL joint | Brokerage Account ⇒ Alphabet Inc. - Class A Common Stock ST | $250k–500k |
| AMZN joint | - Common Stock ST | $250k–500k |
| ANET joint | Brokerage Account ⇒ Arista Networks, Inc. Common Stock ST | $250k–500k |
| AVGO joint | - Common Stock ST | $250k–500k |
| FIHBX joint | Brokerage Account ⇒ Federated Hermes Institutional High Yield Bond Fund Institutional Shares MF | $250k–500k |
| FTNT joint | - Common Stock ST | $250k–500k |
| LRCX joint | Brokerage Account ⇒ Lam Research Corporation - Common Stock ST | $250k–500k |
| MSFT joint | Metlife, Inc 06/15/34 Brokerage Account ⇒ Microsoft Corporation - Common Stock ST | $250k–500k |
| WAL joint | Waste Management 03/01/35 Brokerage Account ⇒ Western Alliance Bancorporation Common Stock ST | $250k–500k |
| — joint | Little Suamico, Oconto, WI, US Ally Money Market BA | $100k–250k |
| ABNB joint | Brokerage Account ⇒ Airbnb, Inc. - Class A Common Stock ST | $100k–250k |
| AAPL joint | - Common Stock ST | $100k–250k |
| XYZ joint | Class A Common Stock, ST | $100k–250k |
| BKNG joint | Brokerage Account ⇒ Booking Holdings Inc. - Common Stock ST | $100k–250k |
| — joint | Brokerage Account ⇒ Charles Schwab Bank BA | $100k–250k |
| CMG joint | Brokerage Account ⇒ Chipotle Mexican Grill, Inc. Common Stock ST | $100k–250k |
| — joint | Brokerage Account ⇒ FHLMC SD8362 09/01/53 GS | $100k–250k |
| — joint | Brokerage Account ⇒ GNMA PL MA9106M 08/20/53 GS | $100k–250k |
| KNSL joint | JPMorgan Chase & Co 09/22/35 Brokerage Account ⇒ Kinsale Capital Group, Inc. ST | $100k–250k |
| MELI joint | - Common Stock ST | $100k–250k |
| PYPL joint | - Common Stock ST | $100k–250k |
| CRM joint | Brokerage Account ⇒ Salesforce, Inc. Common Stock ST | $100k–250k |
| NOW joint | Brokerage Account ⇒ ServiceNow, Inc. Common Stock ST | $100k–250k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| bought joint | US-TBILL paper | $250k–500k | 2026-08-31 | 2026-09-02 | filing · analyze |
| sold joint | US TREASUR NT 1 5 / 08XXX**MATURED paper | $250k–500k | 2026-08-15 | 2026-09-02 | filing |
| bought joint | HUBS paper | $15k–50k | 2026-08-14 | 2026-09-02 | filing · analyze |
| bought joint | CRM paper | $15k–50k | 2026-08-14 | 2026-09-02 | filing · analyze |
| sold (part) joint | SCHWAB SHORT TERM US TREASURY ETF paper | $50k–100k | 2026-08-14 | 2026-09-02 | filing |
| bought joint | NOW paper | $15k–50k | 2026-08-14 | 2026-09-02 | filing · analyze |
| sold (part) joint | THE TRADE DESK INC CLASS A paper | $15k–50k | 2026-08-14 | 2026-09-02 | filing |
| sold (part) joint | UPST paper | $15k–50k | 2026-08-14 | 2026-09-02 | filing · analyze |
| bought joint | SCHWAB SHORT TERM U S TREASURY ETF paper | $50k–100k | 2026-07-22 | 2026-08-18 | filing |
| sold (part) joint | ADBE paper | $1k–15k | 2026-07-14 | 2026-08-18 | filing · analyze |
| sold (part) joint | HUBSPOT INC paper | $15k–50k | 2026-07-14 | 2026-08-18 | filing |
| sold (part) joint | CRM paper | $15k–50k | 2026-07-14 | 2026-08-18 | filing · analyze |
| sold (part) joint | NOW paper | $15k–50k | 2026-07-14 | 2026-08-18 | filing · analyze |
| sold (part) joint | THE TRADE DESK INC CLASS A paper | $15k–50k | 2026-07-14 | 2026-08-18 | filing |
| bought joint | UPSTART HLDGS INC paper | $15k–50k | 2026-07-14 | 2026-08-18 | filing |
| bought joint | ADBE paper | $50k–100k | 2026-06-09 | 2026-07-24 | filing · analyze |
| bought joint | HUBSPOT INC paper | $15k–50k | 2026-06-09 | 2026-07-24 | filing |
| bought joint | CRM paper | $15k–50k | 2026-06-09 | 2026-07-24 | filing · analyze |
| bought joint | NOW paper | $15k–50k | 2026-06-09 | 2026-07-24 | filing · analyze |
| bought joint | THE TRADE DESK INC CLASS A paper | $15k–50k | 2026-06-09 | 2026-07-24 | filing |
| sold (part) joint | UPSTART HLDGS INC paper | $15k–50k | 2026-06-09 | 2026-07-24 | filing |
| sold (part) joint | ADVANCED MICRO DEVIC paper | $100k–250k | 2026-06-03 | 2026-07-24 | filing |
| bought joint | Federated Hermes High Yield Bond Fund paper | $1k–15k | 2026-04-30 | 2026-05-04 | filing |
| sold (part) joint | US TREASURY BILL 26U S TBILL Due 5/14/26 paper | $100k–250k | 2026-04-01 | 2026-05-04 | filing |
| sold (part) joint | AVGO paper | $15k–50k | 2026-02-19 | 2026-03-05 | filing · analyze |
| bought joint | Charles Schwab Corp paper | $50k–100k | 2026-02-19 | 2026-03-05 | filing |
| sold (part) joint | Fortinet Inc paper | $15k–50k | 2026-02-19 | 2026-03-05 | filing |
| bought joint | Labcorp Holdings Inc paper | $15k–50k | 2026-02-19 | 2026-03-05 | filing |
| bought joint | Micron Technology Inc paper | $15k–50k | 2026-02-19 | 2026-03-05 | filing |
| bought joint | V paper | $50k–100k | 2026-02-19 | 2026-03-05 | filing · analyze |
| sold (part) joint | Western Alliance Bancorp paper | $50k–100k | 2026-02-19 | 2026-03-05 | filing |
| sold (part) joint | CRM paper | $15k–50k | 2026-02-17 | 2026-03-05 | filing · analyze |
| bought joint | US Treasury Bill26U S T Bill Due 5/14/26 paper | $500k–1M | 2026-02-13 | 2026-03-05 | filing |
| sold (part) joint | Arista Networks Inc paper | $100k–250k | 2026-02-12 | 2026-03-05 | filing |
| sold joint | Block Inc Class A paper | $50k–100k | 2026-02-12 | 2026-03-05 | filing |
| sold (part) joint | Lam Resh Corp paper | $50k–100k | 2026-02-12 | 2026-03-05 | filing |
| sold joint | Paycom Software Inc paper | $15k–50k | 2026-02-12 | 2026-03-05 | filing |
| sold (part) joint | Block Inc A Class paper | $50k–100k | 2026-02-11 | 2026-03-05 | filing |
| sold (part) joint | Take-Two Interactive paper | $50k–100k | 2026-02-11 | 2026-03-05 | filing |
| sold (part) joint | Lam Resh Corp paper | $50k–100k | 2026-02-09 | 2026-03-05 | filing |
| sold (part) joint | Western Alliance Bancorp paper | $50k–100k | 2026-02-09 | 2026-03-05 | filing |
| bought joint | NOW paper | $15k–50k | 2026-02-04 | 2026-03-05 | filing · analyze |
| sold (part) joint | Arista Networks Inc paper | $15k–50k | 2026-02-03 | 2026-03-05 | filing |
| bought joint | Hims & Hers Health Inc paper | $50k–100k | 2026-02-03 | 2026-03-05 | filing |
| bought joint | Hubspot Inc paper | $15k–50k | 2026-02-03 | 2026-03-05 | filing |
| sold (part) joint | Lam Resh Corp paper | $50k–100k | 2026-02-03 | 2026-03-05 | filing |
| sold (part) joint | Take-Two Interactive paper | $15k–50k | 2026-02-03 | 2026-03-05 | filing |
| bought joint | The Trade Desk Inc Class A paper | $50k–100k | 2026-02-03 | 2026-03-05 | filing |
| sold (part) joint | Ulta Beauty Inc paper | $15k–50k | 2026-02-03 | 2026-03-05 | filing |