CongressInsight

Charles "Chuck" Fleischmann Stock Trades: Disclosed Trades, Returns and Filing Delays

Every trade Charles "Chuck" Fleischmann (U.S. House, Tennessee’s 3rd district) disclosed under the STOCK Act: what was bought and sold, how the stock purchases did against the S&P 500 and how long each disclosure took. Data as of Oct 20, 2026.

Published Updated 3 min readHow we research

Key takeaways

  • As of Oct 20, 2026, Charles "Chuck" Fleischmann (U.S. House, Tennessee’s 3rd district) had disclosed 272 trades since Oct 20, 2020, 27 of them in individual stocks (16 buys, 11 sales).
  • Most‑traded stocks: DKNG (4), ADBE (2), TSCO (1), ZTS (1).
  • Charles "Chuck" Fleischmann’s stock purchases trailed the S&P 500 by an average of 14.5 percentage points over the following 12 months (8 buys).
  • 0.7% of trades were disclosed after the STOCK Act’s 45‑day deadline; the median delay was 22.5 days.

How much does Charles "Chuck" Fleischmann trade?

Charles "Chuck" Fleischmann (U.S. House, Tennessee’s 3rd district) disclosed 272 trades between Oct 20, 2020 and Jul 28, 2026 in STOCK Act periodic transaction reports, 27 of them in individual stocks: 16 purchases and 11 sales. Their estimated volume is $3.0 million, from the midpoints of the disclosed ranges. By account owner: self or joint 98%, dependent child 2% of the trades.

MeasureCharles "Chuck" Fleischmann
ChamberU.S. House, Tennessee’s 3rd district
Trades disclosed272
Stock trades27 (16 buys, 11 sales)
First and latest tradeOct 20, 2020 – Jul 28, 2026
Estimated volume$3.0 million
Account ownerSelf or joint 98% · Dependent child 2%

What stocks does Charles "Chuck" Fleischmann trade?

StockCompanyTrades
DKNGDraftKings Inc.4
ADBEAdobe Inc.2
TSCOTractor Supply Company1
ZTSZoetis Inc.1
ACNAccenture plc1
EEFT—1
PINSPinterest, Inc.1
PYPLPayPal Holdings, Inc.1
NOWServiceNow, Inc.1
UNHUnitedHealth Group Incorporated1

By sector: Other (8), Consumer Cyclical (5), Technology (4), Healthcare (3), Financial Services (3), Communication Services (2). Counts of disclosed trades in each stock, buys and sales together, before the last 30 days.

Has Charles "Chuck" Fleischmann beaten the market?

Exent scored 13 disclosed stock purchases by Charles "Chuck" Fleischmann against the S&P 500. Over the 12 months after each trade they trailed the S&P 500 by an average of 14.5 percentage points, and 25.0% of the 8 purchases that are a year old beat the index. Measured from the disclosure date, the first day the public could see each trade, the 12‑month figure was −6.5%. Charles "Chuck" Fleischmann is not ranked: the ranking needs at least 20 purchases that are a year old.

MeasureCharles "Chuck" FleischmannAll members
Stock buys scored1324,613
Average vs S&P 500, 3 months−6.7%−0.1%
Average vs S&P 500, 12 months−14.5%−0.4%
Buys that beat it over 12 months25.0%43.2%
12 months from the disclosure date−6.5%−0.8%
RankNot ranked—

The 10 members with the best records by this measure are named in Exent Radar, with their latest trades.

Does Charles "Chuck" Fleischmann file trades late?

2 of Charles "Chuck" Fleischmann’s 272 disclosed trades (0.7%) were reported more than 45 days after the trade, the STOCK Act deadline. The median trade was disclosed 22.5 days after it was made; the longest delay was 62 days.

MeasureCharles "Chuck" FleischmannAll members
Median days to disclose22.5 days28 days
Disclosed after 45 days0.7%14.9%
Longest delay62 days—

Charles "Chuck" Fleischmann’s latest disclosed trades

The newest 250 of the 272 trades disclosed before Sep 20, 2026 are listed below, newest first, each with a link to the original filing.

Trade dateStockTradeAmountDisclosed after
Jul 28, 2026VanEck Vectors ETF Trust VanEck Vectors Gold M…Sale (joint)$1,001–$15,00017 days · filing
Jul 28, 2026Proshares Trust - ProShares S&P MidCap 400 Div…Buy (joint)$1,001–$15,00017 days · filing
Jul 28, 2026SPDR Bloomberg Barclays Intermediate Term Trea…Buy (joint)$15,001–$50,00017 days · filing
Jul 28, 2026iShares Core MSCI Europe ETFBuy (joint)$1,001–$15,00017 days · filing
Jul 28, 2026SPDR Portfolio S&P 500 Growth ETFSale (joint)$1,001–$15,00017 days · filing
Jul 28, 2026INVESCO S&P SMALLCAP QUALITY ETFBuy (joint)$1,001–$15,00017 days · filing
Jul 28, 2026VANGUARD FTSE PACIFIC ETFBuy (joint)$1,001–$15,00017 days · filing
Jul 28, 2026GLOBAL X DEFENSE TECH ETFSale (joint)$1,001–$15,00017 days · filing
Jul 28, 2026SPDR S&P Aerospace & Defense ETFBuy (joint)$1,001–$15,00017 days · filing
Jul 28, 2026iShares 10-20 Year Treasury Bond ETFSale (joint)$15,001–$50,00017 days · filing
Jul 28, 2026SPDR GOLD MINISHARES TRSale (joint)$1,001–$15,00017 days · filing
Jun 9, 2026TSCOSale (joint)$1,001–$15,00034 days · filing
Jun 9, 2026ZTSBuy (joint)$15,001–$50,00034 days · filing
Apr 28, 2026SPDR Portfolio Developed World ex-US ETFSale (joint)$1,001–$15,00015 days · filing
Apr 28, 2026SPDR S&P 500 ETF TrustBuy (joint)$1,001–$15,00015 days · filing
Apr 28, 2026STATE STREET SPDR MOT BKD BDSale (joint)$1,001–$15,00015 days · filing
Apr 28, 2026iShares 3-7 Year Treasury Bond ETFSale (joint)$1,001–$15,00015 days · filing
Apr 28, 2026SPDR Series Trust - SPDR Portfolio S&P 500 Val…Buy (joint)$1,001–$15,00015 days · filing
Apr 28, 2026ISHARES BB RAT CORP BOND ETFSale (joint)$15,001–$50,00015 days · filing
Apr 28, 2026SPDR Portfolio S&P 500 Growth ETFBuy (joint)$1,001–$15,00015 days · filing
Apr 28, 2026The Select Sector SPDR Trust - The Energy Sele…Buy (joint)$1,001–$15,00015 days · filing
Feb 23, 2026ACNBuy (joint)$15,001–$50,00028 days · filing
Feb 20, 2026EEFTSale (joint)$1,001–$15,00031 days · filing
Feb 20, 2026PINSSale (joint)$1,001–$15,00031 days · filing
Feb 20, 2026ADBEBuy (joint)$1,001–$15,00031 days · filing
  • Jul 28, 2026
    Stock
    VanEck Vectors ETF Trust VanEck Vectors Gold M…
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jul 28, 2026
    Stock
    Proshares Trust - ProShares S&P MidCap 400 Div…
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jul 28, 2026
    Stock
    SPDR Bloomberg Barclays Intermediate Term Trea…
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    17 days · filing
  • Jul 28, 2026
    Stock
    iShares Core MSCI Europe ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jul 28, 2026
    Stock
    SPDR Portfolio S&P 500 Growth ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jul 28, 2026
    Stock
    INVESCO S&P SMALLCAP QUALITY ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jul 28, 2026
    Stock
    VANGUARD FTSE PACIFIC ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jul 28, 2026
    Stock
    GLOBAL X DEFENSE TECH ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jul 28, 2026
    Stock
    SPDR S&P Aerospace & Defense ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jul 28, 2026
    Stock
    iShares 10-20 Year Treasury Bond ETF
    Trade
    Sale (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    17 days · filing
  • Jul 28, 2026
    Stock
    SPDR GOLD MINISHARES TR
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jun 9, 2026
    Stock
    TSCO
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    34 days · filing
  • Jun 9, 2026
    Stock
    ZTS
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    34 days · filing
  • Apr 28, 2026
    Stock
    SPDR Portfolio Developed World ex-US ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    15 days · filing
  • Apr 28, 2026
    Stock
    SPDR S&P 500 ETF Trust
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    15 days · filing
  • Apr 28, 2026
    Stock
    STATE STREET SPDR MOT BKD BD
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    15 days · filing
  • Apr 28, 2026
    Stock
    iShares 3-7 Year Treasury Bond ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    15 days · filing
  • Apr 28, 2026
    Stock
    SPDR Series Trust - SPDR Portfolio S&P 500 Val…
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    15 days · filing
  • Apr 28, 2026
    Stock
    ISHARES BB RAT CORP BOND ETF
    Trade
    Sale (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    15 days · filing
  • Apr 28, 2026
    Stock
    SPDR Portfolio S&P 500 Growth ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    15 days · filing
  • Apr 28, 2026
    Stock
    The Select Sector SPDR Trust - The Energy Sele…
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    15 days · filing
  • Feb 23, 2026
    Stock
    ACN
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    28 days · filing
  • Feb 20, 2026
    Stock
    EEFT
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    31 days · filing
  • Feb 20, 2026
    Stock
    PINS
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    31 days · filing
  • Feb 20, 2026
    Stock
    ADBE
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    31 days · filing
Show all 250
Trade dateStockTradeAmountDisclosed after
Feb 20, 2026PYPLSale (joint)$1,001–$15,00031 days · filing
Feb 20, 2026NOWBuy (joint)$1,001–$15,00031 days · filing
Feb 20, 2026UNHBuy (joint)$15,001–$50,00031 days · filing
Jan 28, 2026Proshares Trust - ProShares S&P MidCap 400 Div…Sale (joint)$1,001–$15,00013 days · filing
Jan 28, 2026ISHARES MSCI GBL METLS & MNGBuy (joint)$1,001–$15,00013 days · filing
Jan 28, 2026VanEck Vectors ETF Trust VanEck Vectors Gold M…Buy (joint)$1,001–$15,00013 days · filing
Jan 28, 2026STATE STREET SPDR MOT BKD BDBuy (joint)$1,001–$15,00013 days · filing
Jan 28, 2026SPDR S&P 400 Mid Cap Growth ETFSale (joint)$1,001–$15,00013 days · filing
Jan 28, 2026SPDR GOLD MINISHARES TRSale (joint)$1,001–$15,00013 days · filing
Jan 28, 2026iShares 10-20 Year Treasury Bond ETFBuy (joint)$1,001–$15,00013 days · filing
Jan 28, 2026SPDR Series Trust - SPDR Portfolio S&P 500 Val…Buy (joint)$1,001–$15,00013 days · filing
Jan 28, 2026SPDR S&P 400 Mid Cap Value ETFSale (joint)$1,001–$15,00013 days · filing
Oct 21, 2025SPDR GOLD MINISHARES TRSale (joint)$1,001–$15,00030 days · filing
Oct 21, 2025iShares Core MSCI Europe ETFBuy (joint)$1,001–$15,00030 days · filing
Oct 21, 2025SPDR Portfolio S&P 500 Growth ETFBuy (joint)$1,001–$15,00030 days · filing
Oct 21, 2025SPDR Portfolio Developed World ex-US ETFBuy (joint)$1,001–$15,00030 days · filing
Oct 21, 2025SPDR MidCap 400 ETF Trust (2)Sale (joint)$1,001–$15,00030 days · filing
Oct 21, 2025ISHARES BB RAT CORP BOND ETFBuy (joint)$1,001–$15,00030 days · filing
Oct 21, 2025iShares 10-20 Year Treasury Bond ETFSale (joint)$1,001–$15,00030 days · filing
Jul 17, 2025iShares 3-7 Year Treasury Bond ETFSale (joint)$1,001–$15,00033 days · filing
Jul 17, 2025SPDR S&P 400 Mid Cap Growth ETFBuy (joint)$1,001–$15,00033 days · filing
Jul 17, 2025INVESCO CURRENCYSHARES SWISS FRANC TRUSTSale (joint)$1,001–$15,00033 days · filing
Jul 17, 2025AVANTIS INTERNATIONAL SMALL CAP VALUE ETFBuy (joint)$1,001–$15,00033 days · filing
Jul 17, 2025SPDR S&P 400 MID CAP VALUE ETFSale (joint)$1,001–$15,00033 days · filing
Jul 17, 2025SPDR Portfolio S&P 500 Growth ETFBuy (joint)$1,001–$15,00033 days · filing
Jul 17, 2025ISHARES BB RAT CORP BOND ETFBuy (joint)$1,001–$15,00033 days · filing
Jul 17, 2025SPDR® PORTFOLIO MORTGAGE BACKED BOND ETFSale (joint)$1,001–$15,00033 days · filing
Jul 17, 2025The Consumer Staples Select Sector SPDR FundSale (joint)$1,001–$15,00033 days · filing
Jul 17, 2025iShares 10-20 Year Treasury Bond ETFSale (joint)$1,001–$15,00033 days · filing
Jul 17, 2025iShares Core MSCI Europe ETFBuy (joint)$1,001–$15,00033 days · filing
Jul 17, 2025SPDR Portfolio Developed World ex-US ETFBuy (joint)$1,001–$15,00033 days · filing
Jan 28, 2025ADBEBuy (joint)$15,001–$50,00017 days · filing
Jan 28, 2025VZBuy (joint)$1,001–$15,00017 days · filing
Jan 28, 2025SPDR Portfolio S&P 500 Growth ETFBuy (joint)$1,001–$15,00017 days · filing
Jan 28, 2025SPDR S&P 600 Small Cap Value ETFBuy (joint)$1,001–$15,00017 days · filing
Jan 28, 2025The Select Sector SPDR Trust - The Energy Sele…Sale (joint)$1,001–$15,00017 days · filing
Jan 28, 2025iShares U.S. Aerospace & Defense ETFSale (joint)$1,001–$15,00017 days · filing
Jan 28, 2025SPDR S&P 500 ETF TrustBuy (joint)$1,001–$15,00017 days · filing
Jan 28, 2025Global X Uranium ETFBuy (joint)$1,001–$15,00017 days · filing
Jan 28, 2025PIMCO 25 YR ZERO CPN US ETFSale (joint)$1,001–$15,00017 days · filing
Jan 28, 2025iShares 10-20 Year Treasury Bond ETFBuy (joint)$1,001–$15,00017 days · filing
Jan 28, 2025Amplify Online Retail ETFBuy (joint)$1,001–$15,00017 days · filing
Jan 28, 2025SPDR® PORTFOLIO MORTGAGE BACKED BOND ETFBuy (joint)$1,001–$15,00017 days · filing
Jan 28, 2025SPDR Portfolio Developed World ex-US ETFSale (joint)$1,001–$15,00017 days · filing
Jan 28, 2025SPDR Series Trust - SPDR Portfolio S&P 500 Val…Buy (joint)$1,001–$15,00017 days · filing
Jan 28, 2025SPDR GOLD MINISHARES TRSale (joint)$1,001–$15,00017 days · filing
Jan 28, 2025SPDR S&P 400 Mid Cap Growth ETFSale (joint)$1,001–$15,00017 days · filing
Jan 28, 2025iShares 1-5 Year Investment Grade Corp Bond ETFSale (joint)$1,001–$15,00017 days · filing
Jan 28, 2025SPDR S&P 600 Small Cap Growth ETFSale (joint)$1,001–$15,00017 days · filing
Jan 28, 2025FRANKLIN FTSE JAPAN ETFSale (joint)$1,001–$15,00017 days · filing
Oct 22, 2024FRANKLIN FTSE JAPAN ETFSale (joint)$1,001–$15,00023 days · filing
Oct 22, 2024iShares 1-5 Year Investment Grade Corp Bond ETFSale (joint)$1,001–$15,00023 days · filing
Oct 22, 2024iShares 1-3 Year Treasury Bond ETFSale (joint)$15,001–$50,00023 days · filing
Oct 22, 2024SPDR GOLD MINISHARES TRSale (joint)$1,001–$15,00023 days · filing
Oct 22, 2024SPDR® PORTFOLIO MORTGAGE BACKED BOND ETFBuy (joint)$15,001–$50,00023 days · filing
Oct 22, 2024iShares 3-7 Year Treasury Bond ETFBuy (joint)$1,001–$15,00023 days · filing
Oct 22, 2024BONDBLOXX B O Y T D US T ETFSale (joint)$1,001–$15,00023 days · filing
Oct 22, 2024PIMCO 25 YR ZERO CPN US ETFBuy (joint)$1,001–$15,00023 days · filing
Oct 22, 2024SPDR Portfolio Developed World ex-US ETFSale (joint)$1,001–$15,00023 days · filing
Jan 26, 2024SPDR Portfolio S&P 500 Growth ETFBuy (joint)$1,001–$15,00014 days · filing
Jan 26, 2024iShares iBonds Dec 2024 Term Corporate ETFBuy (joint)$1,001–$15,00014 days · filing
Jan 26, 2024SPDR GOLD MINISHARES TRBuy (joint)$1,001–$15,00014 days · filing
Jan 26, 2024SPDR S&P 600 Small Cap Growth ETFBuy (joint)$15,001–$50,00014 days · filing
Jan 26, 2024ISHARES BB RAT CORP BOND ETFSale (joint)$1,001–$15,00014 days · filing
Jan 26, 2024iShares 10-20 Year Treasury Bond ETFSale (joint)$15,001–$50,00014 days · filing
Jan 26, 2024PACER US SM CP CS CW 100 ETFSale (joint)$1,001–$15,00014 days · filing
Jan 26, 2024Vanguard Scottsdale Funds Vanguard Long-Term C…Buy (joint)$1,001–$15,00014 days · filing
Jan 26, 2024SPDR Series Trust - SPDR Portfolio S&P 500 Val…Sale (joint)$1,001–$15,00014 days · filing
Jan 26, 2024The Industrial Select Sector SPDR FundBuy (joint)$1,001–$15,00014 days · filing
Jan 26, 2024SPDR S&P Metals & Mining ETFSale (joint)$1,001–$15,00014 days · filing
Oct 20, 2023BONDBLOXX B O Y T D US T ETFSale (joint)$1,001–$15,00028 days · filing
Oct 20, 2023FRANKLIN FTSE JAPAN ETFSale (joint)$1,001–$15,00028 days · filing
Oct 20, 2023SPDR GOLD MINISHARES TRSale (joint)$1,001–$15,00028 days · filing
Oct 20, 2023iShares 10-20 Year Treasury Bond ETFBuy (joint)$1,001–$15,00028 days · filing
Oct 20, 2023SPDR S&P 400 Mid Cap Growth ETFSale (joint)$1,001–$15,00028 days · filing
Oct 20, 2023Global X FinTech ETFBuy (joint)$1,001–$15,00028 days · filing
Oct 20, 2023Vanguard Scottsdale Funds Vanguard Short-Term…Buy (joint)$1,001–$15,00028 days · filing
Oct 20, 2023SPDR S&P 400 Mid Cap Value ETFSale (joint)$1,001–$15,00028 days · filing
Oct 20, 2023Invesco Optimum Yield Diversified Commodity St…Buy (joint)$1,001–$15,00028 days · filing
Oct 20, 2023INVESCO S&P MDCP QUALITY ETFBuy (joint)$1,001–$15,00028 days · filing
Oct 20, 2023PACER US SM CP CS CW 100 ETFBuy (joint)$1,001–$15,00028 days · filing
Oct 20, 2023SPDR Portfolio Developed World ex-US ETFSale (joint)$15,001–$50,00028 days · filing
Oct 20, 2023SPDR S&P 600 Small Cap Growth ETFBuy (joint)$1,001–$15,00028 days · filing
Jul 21, 2023SPDR Portfolio Developed World ex-US ETFSale (joint)$1,001–$15,00024 days · filing
Jul 21, 2023BONDBLOXX B O Y T D US T ETFBuy (joint)$15,001–$50,00024 days · filing
Jul 21, 2023iShares 1-3 Year Treasury Bond ETFSale (joint)$15,001–$50,00024 days · filing
Jul 21, 2023INVESCO S&P MDCP QUALITY ETFSale (joint)$1,001–$15,00024 days · filing
Jul 21, 2023FRANKLIN FTSE JAPAN ETFBuy (joint)$1,001–$15,00024 days · filing
Apr 26, 2023Invesco Exchange-traded FDBuy (joint)$1,001–$15,00013 days · filing
Apr 26, 2023iShares TR BB Rated Corp BD ESale (joint)$1,001–$15,00013 days · filing
Apr 26, 2023Invesco Actively Managed EXSale (joint)$1,001–$15,00013 days · filing
Apr 26, 2023MSYGBuy (joint)$1,001–$15,00013 days · filing
Apr 26, 2023Pacer FDS TR PACER US SMALL CapSale (joint)$1,001–$15,00013 days · filing
Apr 26, 2023SPDR SER TR S&P 600 SMALL CAPSale (joint)$1,001–$15,00013 days · filing
Apr 26, 2023SPDR SER TR S&P 400 Mid Cap VASale (joint)$1,001–$15,00013 days · filing
Apr 10, 2023MMMBuy$1,001–$15,00029 days · filing
Apr 10, 2023DKNGSale$1,001–$15,00029 days · filing
Apr 10, 2023PNFPBuy$1,001–$15,00029 days · filing
Apr 10, 2023TROWBuy$1,001–$15,00029 days · filing
Apr 10, 2023UPWKSale$1,001–$15,00029 days · filing
Apr 10, 2023GRMNBuy$1,001–$15,00029 days · filing
Apr 10, 2023TCEHYSale$1,001–$15,00029 days · filing
Jan 23, 2023iShares TR 1-3 YR Treasury BD ETFSale (joint)$15,001–$50,00021 days · filing
Jan 23, 2023Select Sector SPDR TR ConsumerSale (joint)$1,001–$15,00021 days · filing
Jan 23, 2023iShares TR BB Rated BD ESale (joint)$1,001–$15,00021 days · filing
Jan 23, 2023SPDR SER TR S&P 600 Small CapBuy (joint)$1,001–$15,00021 days · filing
Jan 23, 2023SPDR SER S&P 400 MID CAP VASale (joint)$1,001–$15,00021 days · filing
Jan 23, 2023SPDR Index SHS FDS SPDR PORTBuy (joint)$15,001–$50,00021 days · filing
Jan 23, 2023PIMCO ETF TR 25+ Yr Zero CPNSale (joint)$1,001–$15,00021 days · filing
Jan 23, 2023PACER FDS TR PACER US SMALL CBuy (joint)$1,001–$15,00021 days · filing
Jan 23, 2023SPDR SER TR S&P Metals & MNGBuy (joint)$1,001–$15,00021 days · filing
Jan 23, 2023iShares Gold TR ISHARES NewSale (joint)$1,001–$15,00021 days · filing
Jan 23, 2023SPDR SER TR S&P 600 Smal CapSale (joint)$1,001–$15,00021 days · filing
Jan 23, 2023Select Sector SPDR TR INDLBuy (joint)$1,001–$15,00021 days · filing
Jan 23, 2023WORLD GOLD TR SPDR GOLD MINIBuy (joint)$1,001–$15,00021 days · filing
Jan 23, 2023SELECT SECTOR SPDR TR HEALTHSale (joint)$1,001–$15,00021 days · filing
Dec 21, 2022DODGE & COX GLOBAL STOCK FUNDBuy$1,001–$15,00011 days · filing
Dec 20, 2022T ROWE PRICE BALANCED FUNDBuy$1,001–$15,00012 days · filing
Dec 16, 2022AMG YACKTMAN FUNDBuy$1,001–$15,00016 days · filing
Dec 14, 2022T ROWE PRICE BLUE CHIP GROWTH FUNDBuy$1,001–$15,00018 days · filing
Nov 28, 2022TWLOSale$1,001–$15,00014 days · filing
Nov 18, 2022Paranassus Mid-Cap Fund INVEBuy$1,001–$15,00024 days · filing
Oct 19, 2022iShares TR IBonds Dec 2026 TerSale (joint)$1,001–$15,00026 days · filing
Oct 19, 2022IShares TR 1-3YR Treasury BD ETFBuy (joint)$15,001–$50,00026 days · filing
Oct 19, 2022SPDR SER TR S&P 400 Mid Cap Value ETFBuy (joint)$15,001–$50,00026 days · filing
Oct 19, 2022Wisdomtree TR Japan Hedged ETFSale (joint)$1,001–$15,00026 days · filing
Oct 19, 2022SPDR Ser TR S&P 600 Small CapSale (joint)$1,001–$15,00026 days · filing
Oct 19, 2022SPDR SER TR S&P 500 Value ETFSale (joint)$1,001–$15,00026 days · filing
Oct 19, 2022SPDR Ser TR S&P 600 Small CapSale (joint)$1,001–$15,00026 days · filing
Oct 19, 2022iShares TR iBonds Dec 2030 TerSale (joint)$15,001–$50,00026 days · filing
Oct 19, 2022IShares Gold TR iShares NewSale (joint)$1,001–$15,00026 days · filing
Oct 19, 2022SPDR SER TR S&P 400 Mid Cap Growth ETFBuy (joint)$1,001–$15,00026 days · filing
Oct 19, 2022Pimco ETF TR 25+ Yr Zero CPN UBuy (joint)$1,001–$15,00026 days · filing
Oct 19, 2022iShares TR BB Rated Corp BD EBuy (joint)$1,001–$15,00026 days · filing
Oct 19, 2022Invesco Actively Managed ExSale (joint)$1,001–$15,00026 days · filing
Oct 19, 2022iShares TR iBonds Dec 2029 TerSale (joint)$1,001–$15,00026 days · filing
Oct 19, 2022SPDR Ser TR S&P 500 Growth ESale (joint)$1,001–$15,00026 days · filing
Jul 21, 2022SPDR SER TR S&P 600 Small CapSale (joint)$1,001–$15,00022 days · filing
Jul 21, 2022iShares Gold TR iShares NewSale (joint)$1,001–$15,00022 days · filing
Jul 21, 2022SPRD Index SHB FDS SPDR PortSale (joint)$15,001–$50,00022 days · filing
Jul 21, 2022iShares TR iBonds Dec 2029 TerBuy (joint)$1,001–$15,00022 days · filing
Jul 21, 2022Invesco Actively Managed ExSale (joint)$1,001–$15,00022 days · filing
Jul 21, 2022SPDR SER TR S&P 600 Small CapSale (joint)$1,001–$15,00022 days · filing
Jul 21, 2022iShares TR BB Rated Corp BD EBuy (joint)$1,001–$15,00022 days · filing
Jul 21, 2022iShares TR iBonds Dec 2030 TerBuy (joint)$15,001–$50,00022 days · filing
Jul 21, 2022iShare TR Bonds Dec 2024 TERBuy (joint)$1,001–$15,00022 days · filing
Apr 25, 2022SPDR SER TR S&P 400 Mid Cap Growth ETFSale (joint)$1,001–$15,00021 days · filing
Apr 25, 2022iShares TR iBonds DEC 2025 TERSale (joint)$1,001–$15,00021 days · filing
Apr 25, 2022SPDR SER TR S&P 500 Growth ETFBuy (joint)$1,001–$15,00021 days · filing
Apr 25, 2022iShares TR iBonds DEC 2029 TERBuy (joint)$1,001–$15,00021 days · filing
Apr 25, 2022Select Sector SPDR TR MatlsSale (joint)$1,001–$15,00021 days · filing
Apr 25, 2022Select Sector SPDR TR ConsumerBuy (joint)$1,001–$15,00021 days · filing
Apr 25, 2022iShares TR BB Rated Corp BD EBuy (joint)$1,001–$15,00021 days · filing
Apr 25, 2022iShares TR Bonds DEC 2024Sale (joint)$1,001–$15,00021 days · filing
Apr 25, 2022SPDR SER TR S&P 400 Mid Cap Value ETFSale (joint)$1,001–$15,00021 days · filing
Apr 25, 2022Select Sector SPDR TR EnergyBuy (joint)$1,001–$15,00021 days · filing
Apr 25, 2022iShares TR US Aerospace & DefenseBuy (joint)$1,001–$15,00021 days · filing
Apr 25, 2022Invesco Actively Managed ExBuy (joint)$1,001–$15,00021 days · filing
Apr 25, 2022iShares TR MSCI UTD Kingdom ESale (joint)$1,001–$15,00021 days · filing
Apr 25, 2022SPDR SER TR S&P 500 Value ETFBuy (joint)$1,001–$15,00021 days · filing
Apr 25, 2022iShares TR iBonds DEC 2030 TERBuy (joint)$1,001–$15,00021 days · filing
Apr 25, 2022SPDR SER TR S&P HomebuildersSale (joint)$1,001–$15,00021 days · filing
Apr 25, 2022SPDR Index SHS FDS SPDR PortSale (joint)$1,001–$15,00021 days · filing
Apr 25, 2022Wisdomtree TR Japan Hedged ETFBuy (joint)$1,001–$15,00021 days · filing
Apr 25, 2022Select Sector SPDR TR FinancialSale (joint)$1,001–$15,00021 days · filing
Jan 24, 2022Select Sector SPDR TR INDLSale (joint)$1,001–$15,00018 days · filing
Jan 24, 2022Select Sector SPDR TR HealthBuy (joint)$1,001–$15,00018 days · filing
Jan 24, 2022iShares Bonds Dec 2026 Term TBuy (joint)$1,001–$15,00018 days · filing
Jan 24, 2022SPDR Ser Tr S&P 500 Growth ETFSale (joint)$1,001–$15,00018 days · filing
Jan 24, 2022iShares Gold TR Shares newSale (joint)$1,001–$15,00018 days · filing
Jan 24, 2022Invesco Actively Managed ExBuy (joint)$1,001–$15,00018 days · filing
Jan 24, 2022iShares Bonds Dec 2022 Term TSale (joint)$1,001–$15,00018 days · filing
Jan 24, 2022iShares Bonds Dec 2025 Term TBuy (joint)$1,001–$15,00018 days · filing
Jan 24, 2022SPDR Ser TR S&P 500 Value ETFSale (joint)$1,001–$15,00018 days · filing
Jan 19, 2022DKNGBuy$1,001–$15,00023 days · filing
Dec 22, 2021DODWXBuy (joint)$1,001–$15,00028 days · filing
Dec 17, 2021T Rowe Price Global TechnoBuy$15,001–$50,00033 days · filing
Dec 17, 2021The Oakmark Global Fund InBuy (joint)$1,001–$15,00033 days · filing
Dec 17, 2021William Blair Large Cap GrowthBuy$1,001–$15,00033 days · filing
Dec 17, 2021New World Fund Class F-2Buy$1,001–$15,00033 days · filing
Dec 16, 2021AMG Yacktman Fund Class IBuy$1,001–$15,00034 days · filing
Dec 16, 2021Vanguard International GrowthBuy$1,001–$15,00034 days · filing
Dec 15, 2021T Rowe Price Blue Chip GrowthBuy$1,001–$15,00035 days · filing
Dec 14, 2021T Rowe Price BalancedBuy (joint)$1,001–$15,00036 days · filing
Nov 19, 2021DKNGSale$1,001–$15,00027 days · filing
Nov 19, 2021Parnassus Mid-Cap FundBuy$1,001–$15,00027 days · filing
Oct 25, 2021MFYVBuy (joint)$1,001–$15,00018 days · filing
Oct 25, 2021IShares Inc MSCI Emerging MKSale (joint)$1,001–$15,00018 days · filing
Oct 25, 2021SPDR SER TR S&P 400 MID Cap GBuy (joint)$1,001–$15,00018 days · filing
Sep 9, 2021Pimco Income Fund Class I-1Buy (joint)$15,001–$50,00034 days · filing
Sep 9, 2021Pimco Income Fund InstuitionSale (joint)$15,001–$50,00034 days · filing
Aug 6, 2021DKNGBuy$1,001–$15,00062 days · filing
Aug 6, 2021ZBHSale$1,001–$15,00062 days · filing
Jul 29, 2021First Eagle Global Fund ClassSale (dependent child)$50,001–$100,00019 days · filing
Jul 29, 2021William Blair Large Cap GrowthBuy (dependent child)$50,001–$100,00019 days · filing
Jul 22, 2021iShares TRMBD ETFSale (joint)$1,001–$15,00026 days · filing
Jul 22, 2021SPDR SER TR S&P 00 MID CAP VABuy (joint)$1,001–$15,00026 days · filing
Jul 22, 2021iShares TR Bonds DEC 2024 TERBuy (joint)$1,001–$15,00026 days · filing
Jul 22, 2021SPDR SER TR S&P 400 MID CAP GRBuy (joint)$1,001–$15,00026 days · filing
Jul 22, 2021iShares TR 10+YR INVT GRACE COSale (joint)$1,001–$15,00026 days · filing
Jul 22, 2021iShares iBonds DEC 2023 TERM TSale (joint)$1,001–$15,00026 days · filing
Jul 22, 2021iShares Inc Core MSCI EMERGINGSale (joint)$1,001–$15,00026 days · filing
Jul 22, 2021iShares Inc MSCI EMERGING MKTBuy (joint)$1,001–$15,00026 days · filing
Apr 22, 2021IShares Gold TRBuy (joint)$1,001–$15,00020 days · filing
Apr 22, 2021iShares TR MSCI UTD Kingdom EBuy (joint)$1,001–$15,00020 days · filing
Apr 22, 2021SPDR SER TR S&P 400 Mid Cap GSale (joint)$1,001–$15,00020 days · filing
Apr 22, 2021SPDR Portfolio S&P 500 ValueBuy (joint)$1,001–$15,00020 days · filing
Apr 22, 2021iShares Inc Core MSCI Emerging MarketsBuy (joint)$1,001–$15,00020 days · filing
Apr 22, 2021SPDR SER TR S&P 400 Mid Cap VASale (joint)$1,001–$15,00020 days · filing
Apr 22, 2021SPDR SER TR S&P 600 Small CapSale (joint)$1,001–$15,00020 days · filing
Apr 22, 2021Vanguard Index FDS Real EstateSale (joint)$1,001–$15,00020 days · filing
Apr 22, 2021iShares TR 10+ YR Invt Grade CBuy (joint)$1,001–$15,00020 days · filing
Apr 22, 2021SPDR SER TR S&P 500 Growth ESale (joint)$1,001–$15,00020 days · filing
Jan 21, 2021iShares Gold TrustSale (joint)$1,001–$15,00041 days · filing
Jan 21, 2021iShares iBonds Dec 2023 Term Corporate ETFSale (joint)$1,001–$15,00041 days · filing
Jan 21, 2021iShares iBonds Dec 2026 Term Treasury ETFSale (joint)$1,001–$15,00041 days · filing
Jan 21, 2021iShares iBonds Dec 2028 Term Treasury ETFSale (joint)$1,001–$15,00041 days · filing
Jan 21, 2021SPDR Portfolio S&P 500 Value ETFSale (joint)$1,001–$15,00041 days · filing
Jan 21, 2021SPDR Portfolio Developed World ex-US ETFBuy (joint)$15,001–$50,00041 days · filing
Jan 21, 2021iShares iBoxx $ Inv Grade Corporate Bond ETFSale (joint)$1,001–$15,00041 days · filing
Jan 21, 2021Financial Select Sector SPDR FundBuy (joint)$1,001–$15,00041 days · filing
Jan 21, 2021SPDR Portfolio S&P 500 Growth ETFSale (joint)$1,001–$15,00041 days · filing
Jan 21, 2021iShares iBonds Dec 2027 Term Treasury ETFSale (joint)$1,001–$15,00041 days · filing
Jan 21, 2021iShares iBonds Dec 2022 Term Treasury ETFBuy (joint)$1,001–$15,00041 days · filing
Jan 21, 2021iShares iBonds Dec 2023 Term Treasury ETFBuy (joint)$1,001–$15,00041 days · filing
  • Feb 20, 2026
    Stock
    PYPL
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    31 days · filing
  • Feb 20, 2026
    Stock
    NOW
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    31 days · filing
  • Feb 20, 2026
    Stock
    UNH
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    31 days · filing
  • Jan 28, 2026
    Stock
    Proshares Trust - ProShares S&P MidCap 400 Div…
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Jan 28, 2026
    Stock
    ISHARES MSCI GBL METLS & MNG
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Jan 28, 2026
    Stock
    VanEck Vectors ETF Trust VanEck Vectors Gold M…
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Jan 28, 2026
    Stock
    STATE STREET SPDR MOT BKD BD
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Jan 28, 2026
    Stock
    SPDR S&P 400 Mid Cap Growth ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Jan 28, 2026
    Stock
    SPDR GOLD MINISHARES TR
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Jan 28, 2026
    Stock
    iShares 10-20 Year Treasury Bond ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Jan 28, 2026
    Stock
    SPDR Series Trust - SPDR Portfolio S&P 500 Val…
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Jan 28, 2026
    Stock
    SPDR S&P 400 Mid Cap Value ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Oct 21, 2025
    Stock
    SPDR GOLD MINISHARES TR
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    30 days · filing
  • Oct 21, 2025
    Stock
    iShares Core MSCI Europe ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    30 days · filing
  • Oct 21, 2025
    Stock
    SPDR Portfolio S&P 500 Growth ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    30 days · filing
  • Oct 21, 2025
    Stock
    SPDR Portfolio Developed World ex-US ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    30 days · filing
  • Oct 21, 2025
    Stock
    SPDR MidCap 400 ETF Trust (2)
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    30 days · filing
  • Oct 21, 2025
    Stock
    ISHARES BB RAT CORP BOND ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    30 days · filing
  • Oct 21, 2025
    Stock
    iShares 10-20 Year Treasury Bond ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    30 days · filing
  • Jul 17, 2025
    Stock
    iShares 3-7 Year Treasury Bond ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jul 17, 2025
    Stock
    SPDR S&P 400 Mid Cap Growth ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jul 17, 2025
    Stock
    INVESCO CURRENCYSHARES SWISS FRANC TRUST
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jul 17, 2025
    Stock
    AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jul 17, 2025
    Stock
    SPDR S&P 400 MID CAP VALUE ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jul 17, 2025
    Stock
    SPDR Portfolio S&P 500 Growth ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jul 17, 2025
    Stock
    ISHARES BB RAT CORP BOND ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jul 17, 2025
    Stock
    SPDR® PORTFOLIO MORTGAGE BACKED BOND ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jul 17, 2025
    Stock
    The Consumer Staples Select Sector SPDR Fund
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jul 17, 2025
    Stock
    iShares 10-20 Year Treasury Bond ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jul 17, 2025
    Stock
    iShares Core MSCI Europe ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jul 17, 2025
    Stock
    SPDR Portfolio Developed World ex-US ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Jan 28, 2025
    Stock
    ADBE
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    VZ
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    SPDR Portfolio S&P 500 Growth ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    SPDR S&P 600 Small Cap Value ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    The Select Sector SPDR Trust - The Energy Sele…
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    iShares U.S. Aerospace & Defense ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    SPDR S&P 500 ETF Trust
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    Global X Uranium ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    PIMCO 25 YR ZERO CPN US ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    iShares 10-20 Year Treasury Bond ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    Amplify Online Retail ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    SPDR® PORTFOLIO MORTGAGE BACKED BOND ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    SPDR Portfolio Developed World ex-US ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    SPDR Series Trust - SPDR Portfolio S&P 500 Val…
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    SPDR GOLD MINISHARES TR
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    SPDR S&P 400 Mid Cap Growth ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    iShares 1-5 Year Investment Grade Corp Bond ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    SPDR S&P 600 Small Cap Growth ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Jan 28, 2025
    Stock
    FRANKLIN FTSE JAPAN ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    17 days · filing
  • Oct 22, 2024
    Stock
    FRANKLIN FTSE JAPAN ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    23 days · filing
  • Oct 22, 2024
    Stock
    iShares 1-5 Year Investment Grade Corp Bond ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    23 days · filing
  • Oct 22, 2024
    Stock
    iShares 1-3 Year Treasury Bond ETF
    Trade
    Sale (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    23 days · filing
  • Oct 22, 2024
    Stock
    SPDR GOLD MINISHARES TR
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    23 days · filing
  • Oct 22, 2024
    Stock
    SPDR® PORTFOLIO MORTGAGE BACKED BOND ETF
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    23 days · filing
  • Oct 22, 2024
    Stock
    iShares 3-7 Year Treasury Bond ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    23 days · filing
  • Oct 22, 2024
    Stock
    BONDBLOXX B O Y T D US T ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    23 days · filing
  • Oct 22, 2024
    Stock
    PIMCO 25 YR ZERO CPN US ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    23 days · filing
  • Oct 22, 2024
    Stock
    SPDR Portfolio Developed World ex-US ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    23 days · filing
  • Jan 26, 2024
    Stock
    SPDR Portfolio S&P 500 Growth ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    14 days · filing
  • Jan 26, 2024
    Stock
    iShares iBonds Dec 2024 Term Corporate ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    14 days · filing
  • Jan 26, 2024
    Stock
    SPDR GOLD MINISHARES TR
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    14 days · filing
  • Jan 26, 2024
    Stock
    SPDR S&P 600 Small Cap Growth ETF
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    14 days · filing
  • Jan 26, 2024
    Stock
    ISHARES BB RAT CORP BOND ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    14 days · filing
  • Jan 26, 2024
    Stock
    iShares 10-20 Year Treasury Bond ETF
    Trade
    Sale (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    14 days · filing
  • Jan 26, 2024
    Stock
    PACER US SM CP CS CW 100 ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    14 days · filing
  • Jan 26, 2024
    Stock
    Vanguard Scottsdale Funds Vanguard Long-Term C…
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    14 days · filing
  • Jan 26, 2024
    Stock
    SPDR Series Trust - SPDR Portfolio S&P 500 Val…
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    14 days · filing
  • Jan 26, 2024
    Stock
    The Industrial Select Sector SPDR Fund
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    14 days · filing
  • Jan 26, 2024
    Stock
    SPDR S&P Metals & Mining ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    14 days · filing
  • Oct 20, 2023
    Stock
    BONDBLOXX B O Y T D US T ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    FRANKLIN FTSE JAPAN ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    SPDR GOLD MINISHARES TR
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    iShares 10-20 Year Treasury Bond ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    SPDR S&P 400 Mid Cap Growth ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    Global X FinTech ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    Vanguard Scottsdale Funds Vanguard Short-Term…
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    SPDR S&P 400 Mid Cap Value ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    Invesco Optimum Yield Diversified Commodity St…
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    INVESCO S&P MDCP QUALITY ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    PACER US SM CP CS CW 100 ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    SPDR Portfolio Developed World ex-US ETF
    Trade
    Sale (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    28 days · filing
  • Oct 20, 2023
    Stock
    SPDR S&P 600 Small Cap Growth ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Jul 21, 2023
    Stock
    SPDR Portfolio Developed World ex-US ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    24 days · filing
  • Jul 21, 2023
    Stock
    BONDBLOXX B O Y T D US T ETF
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    24 days · filing
  • Jul 21, 2023
    Stock
    iShares 1-3 Year Treasury Bond ETF
    Trade
    Sale (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    24 days · filing
  • Jul 21, 2023
    Stock
    INVESCO S&P MDCP QUALITY ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    24 days · filing
  • Jul 21, 2023
    Stock
    FRANKLIN FTSE JAPAN ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    24 days · filing
  • Apr 26, 2023
    Stock
    Invesco Exchange-traded FD
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Apr 26, 2023
    Stock
    iShares TR BB Rated Corp BD E
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Apr 26, 2023
    Stock
    Invesco Actively Managed EX
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Apr 26, 2023
    Stock
    MSYG
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Apr 26, 2023
    Stock
    Pacer FDS TR PACER US SMALL Cap
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Apr 26, 2023
    Stock
    SPDR SER TR S&P 600 SMALL CAP
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Apr 26, 2023
    Stock
    SPDR SER TR S&P 400 Mid Cap VA
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    13 days · filing
  • Apr 10, 2023
    Stock
    MMM
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    29 days · filing
  • Apr 10, 2023
    Stock
    DKNG
    Trade
    Sale
    Amount
    $1,001–$15,000
    Disclosed after
    29 days · filing
  • Apr 10, 2023
    Stock
    PNFP
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    29 days · filing
  • Apr 10, 2023
    Stock
    TROW
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    29 days · filing
  • Apr 10, 2023
    Stock
    UPWK
    Trade
    Sale
    Amount
    $1,001–$15,000
    Disclosed after
    29 days · filing
  • Apr 10, 2023
    Stock
    GRMN
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    29 days · filing
  • Apr 10, 2023
    Stock
    TCEHY
    Trade
    Sale
    Amount
    $1,001–$15,000
    Disclosed after
    29 days · filing
  • Jan 23, 2023
    Stock
    iShares TR 1-3 YR Treasury BD ETF
    Trade
    Sale (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    Select Sector SPDR TR Consumer
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    iShares TR BB Rated BD E
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    SPDR SER TR S&P 600 Small Cap
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    SPDR SER S&P 400 MID CAP VA
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    SPDR Index SHS FDS SPDR PORT
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    PIMCO ETF TR 25+ Yr Zero CPN
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    PACER FDS TR PACER US SMALL C
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    SPDR SER TR S&P Metals & MNG
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    iShares Gold TR ISHARES New
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    SPDR SER TR S&P 600 Smal Cap
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    Select Sector SPDR TR INDL
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    WORLD GOLD TR SPDR GOLD MINI
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 23, 2023
    Stock
    SELECT SECTOR SPDR TR HEALTH
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Dec 21, 2022
    Stock
    DODGE & COX GLOBAL STOCK FUND
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    11 days · filing
  • Dec 20, 2022
    Stock
    T ROWE PRICE BALANCED FUND
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    12 days · filing
  • Dec 16, 2022
    Stock
    AMG YACKTMAN FUND
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    16 days · filing
  • Dec 14, 2022
    Stock
    T ROWE PRICE BLUE CHIP GROWTH FUND
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Nov 28, 2022
    Stock
    TWLO
    Trade
    Sale
    Amount
    $1,001–$15,000
    Disclosed after
    14 days · filing
  • Nov 18, 2022
    Stock
    Paranassus Mid-Cap Fund INVE
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    24 days · filing
  • Oct 19, 2022
    Stock
    iShares TR IBonds Dec 2026 Ter
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    IShares TR 1-3YR Treasury BD ETF
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    SPDR SER TR S&P 400 Mid Cap Value ETF
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    Wisdomtree TR Japan Hedged ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    SPDR Ser TR S&P 600 Small Cap
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    SPDR SER TR S&P 500 Value ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    SPDR Ser TR S&P 600 Small Cap
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    iShares TR iBonds Dec 2030 Ter
    Trade
    Sale (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    IShares Gold TR iShares New
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    SPDR SER TR S&P 400 Mid Cap Growth ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    Pimco ETF TR 25+ Yr Zero CPN U
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    iShares TR BB Rated Corp BD E
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    Invesco Actively Managed Ex
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    iShares TR iBonds Dec 2029 Ter
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Oct 19, 2022
    Stock
    SPDR Ser TR S&P 500 Growth E
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Jul 21, 2022
    Stock
    SPDR SER TR S&P 600 Small Cap
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    22 days · filing
  • Jul 21, 2022
    Stock
    iShares Gold TR iShares New
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    22 days · filing
  • Jul 21, 2022
    Stock
    SPRD Index SHB FDS SPDR Port
    Trade
    Sale (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    22 days · filing
  • Jul 21, 2022
    Stock
    iShares TR iBonds Dec 2029 Ter
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    22 days · filing
  • Jul 21, 2022
    Stock
    Invesco Actively Managed Ex
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    22 days · filing
  • Jul 21, 2022
    Stock
    SPDR SER TR S&P 600 Small Cap
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    22 days · filing
  • Jul 21, 2022
    Stock
    iShares TR BB Rated Corp BD E
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    22 days · filing
  • Jul 21, 2022
    Stock
    iShares TR iBonds Dec 2030 Ter
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    22 days · filing
  • Jul 21, 2022
    Stock
    iShare TR Bonds Dec 2024 TER
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    22 days · filing
  • Apr 25, 2022
    Stock
    SPDR SER TR S&P 400 Mid Cap Growth ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    iShares TR iBonds DEC 2025 TER
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    SPDR SER TR S&P 500 Growth ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    iShares TR iBonds DEC 2029 TER
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    Select Sector SPDR TR Matls
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    Select Sector SPDR TR Consumer
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    iShares TR BB Rated Corp BD E
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    iShares TR Bonds DEC 2024
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    SPDR SER TR S&P 400 Mid Cap Value ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    Select Sector SPDR TR Energy
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    iShares TR US Aerospace & Defense
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    Invesco Actively Managed Ex
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    iShares TR MSCI UTD Kingdom E
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    SPDR SER TR S&P 500 Value ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    iShares TR iBonds DEC 2030 TER
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    SPDR SER TR S&P Homebuilders
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    SPDR Index SHS FDS SPDR Port
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    Wisdomtree TR Japan Hedged ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Apr 25, 2022
    Stock
    Select Sector SPDR TR Financial
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    21 days · filing
  • Jan 24, 2022
    Stock
    Select Sector SPDR TR INDL
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Jan 24, 2022
    Stock
    Select Sector SPDR TR Health
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Jan 24, 2022
    Stock
    iShares Bonds Dec 2026 Term T
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Jan 24, 2022
    Stock
    SPDR Ser Tr S&P 500 Growth ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Jan 24, 2022
    Stock
    iShares Gold TR Shares new
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Jan 24, 2022
    Stock
    Invesco Actively Managed Ex
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Jan 24, 2022
    Stock
    iShares Bonds Dec 2022 Term T
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Jan 24, 2022
    Stock
    iShares Bonds Dec 2025 Term T
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Jan 24, 2022
    Stock
    SPDR Ser TR S&P 500 Value ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Jan 19, 2022
    Stock
    DKNG
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    23 days · filing
  • Dec 22, 2021
    Stock
    DODWX
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    28 days · filing
  • Dec 17, 2021
    Stock
    T Rowe Price Global Techno
    Trade
    Buy
    Amount
    $15,001–$50,000
    Disclosed after
    33 days · filing
  • Dec 17, 2021
    Stock
    The Oakmark Global Fund In
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Dec 17, 2021
    Stock
    William Blair Large Cap Growth
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Dec 17, 2021
    Stock
    New World Fund Class F-2
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    33 days · filing
  • Dec 16, 2021
    Stock
    AMG Yacktman Fund Class I
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    34 days · filing
  • Dec 16, 2021
    Stock
    Vanguard International Growth
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    34 days · filing
  • Dec 15, 2021
    Stock
    T Rowe Price Blue Chip Growth
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    35 days · filing
  • Dec 14, 2021
    Stock
    T Rowe Price Balanced
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    36 days · filing
  • Nov 19, 2021
    Stock
    DKNG
    Trade
    Sale
    Amount
    $1,001–$15,000
    Disclosed after
    27 days · filing
  • Nov 19, 2021
    Stock
    Parnassus Mid-Cap Fund
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    27 days · filing
  • Oct 25, 2021
    Stock
    MFYV
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Oct 25, 2021
    Stock
    IShares Inc MSCI Emerging MK
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Oct 25, 2021
    Stock
    SPDR SER TR S&P 400 MID Cap G
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    18 days · filing
  • Sep 9, 2021
    Stock
    Pimco Income Fund Class I-1
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    34 days · filing
  • Sep 9, 2021
    Stock
    Pimco Income Fund Instuition
    Trade
    Sale (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    34 days · filing
  • Aug 6, 2021
    Stock
    DKNG
    Trade
    Buy
    Amount
    $1,001–$15,000
    Disclosed after
    62 days · filing
  • Aug 6, 2021
    Stock
    ZBH
    Trade
    Sale
    Amount
    $1,001–$15,000
    Disclosed after
    62 days · filing
  • Jul 29, 2021
    Stock
    First Eagle Global Fund Class
    Trade
    Sale (dependent child)
    Amount
    $50,001–$100,000
    Disclosed after
    19 days · filing
  • Jul 29, 2021
    Stock
    William Blair Large Cap Growth
    Trade
    Buy (dependent child)
    Amount
    $50,001–$100,000
    Disclosed after
    19 days · filing
  • Jul 22, 2021
    Stock
    iShares TRMBD ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Jul 22, 2021
    Stock
    SPDR SER TR S&P 00 MID CAP VA
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Jul 22, 2021
    Stock
    iShares TR Bonds DEC 2024 TER
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Jul 22, 2021
    Stock
    SPDR SER TR S&P 400 MID CAP GR
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Jul 22, 2021
    Stock
    iShares TR 10+YR INVT GRACE CO
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Jul 22, 2021
    Stock
    iShares iBonds DEC 2023 TERM T
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Jul 22, 2021
    Stock
    iShares Inc Core MSCI EMERGING
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Jul 22, 2021
    Stock
    iShares Inc MSCI EMERGING MKT
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    26 days · filing
  • Apr 22, 2021
    Stock
    IShares Gold TR
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    20 days · filing
  • Apr 22, 2021
    Stock
    iShares TR MSCI UTD Kingdom E
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    20 days · filing
  • Apr 22, 2021
    Stock
    SPDR SER TR S&P 400 Mid Cap G
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    20 days · filing
  • Apr 22, 2021
    Stock
    SPDR Portfolio S&P 500 Value
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    20 days · filing
  • Apr 22, 2021
    Stock
    iShares Inc Core MSCI Emerging Markets
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    20 days · filing
  • Apr 22, 2021
    Stock
    SPDR SER TR S&P 400 Mid Cap VA
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    20 days · filing
  • Apr 22, 2021
    Stock
    SPDR SER TR S&P 600 Small Cap
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    20 days · filing
  • Apr 22, 2021
    Stock
    Vanguard Index FDS Real Estate
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    20 days · filing
  • Apr 22, 2021
    Stock
    iShares TR 10+ YR Invt Grade C
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    20 days · filing
  • Apr 22, 2021
    Stock
    SPDR SER TR S&P 500 Growth E
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    20 days · filing
  • Jan 21, 2021
    Stock
    iShares Gold Trust
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    41 days · filing
  • Jan 21, 2021
    Stock
    iShares iBonds Dec 2023 Term Corporate ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    41 days · filing
  • Jan 21, 2021
    Stock
    iShares iBonds Dec 2026 Term Treasury ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    41 days · filing
  • Jan 21, 2021
    Stock
    iShares iBonds Dec 2028 Term Treasury ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    41 days · filing
  • Jan 21, 2021
    Stock
    SPDR Portfolio S&P 500 Value ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    41 days · filing
  • Jan 21, 2021
    Stock
    SPDR Portfolio Developed World ex-US ETF
    Trade
    Buy (joint)
    Amount
    $15,001–$50,000
    Disclosed after
    41 days · filing
  • Jan 21, 2021
    Stock
    iShares iBoxx $ Inv Grade Corporate Bond ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    41 days · filing
  • Jan 21, 2021
    Stock
    Financial Select Sector SPDR Fund
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    41 days · filing
  • Jan 21, 2021
    Stock
    SPDR Portfolio S&P 500 Growth ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    41 days · filing
  • Jan 21, 2021
    Stock
    iShares iBonds Dec 2027 Term Treasury ETF
    Trade
    Sale (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    41 days · filing
  • Jan 21, 2021
    Stock
    iShares iBonds Dec 2022 Term Treasury ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    41 days · filing
  • Jan 21, 2021
    Stock
    iShares iBonds Dec 2023 Term Treasury ETF
    Trade
    Buy (joint)
    Amount
    $1,001–$15,000
    Disclosed after
    41 days · filing

Where this data comes from

Members of Congress report each trade over $1,000 in stocks, bonds and other securities, by themselves, their spouse or dependent children, in periodic transaction reports under the STOCK Act, filed with the House Clerk and the Senate. A trade must be reported within 45 days. Exent reads these public financial disclosures; every trade listed here links to its original filing.

Amounts are disclosed as ranges ($1,001–$15,000, $15,001–$50,000 and up), so dollar volumes are estimates from the midpoint of each range. Returns compare each disclosed purchase of a listed stock with the S&P 500 (SPY): total return with dividends from the close on the trade date to 3 and 12 months later, and again from the disclosure date, the first day the public could see the trade. Sales are not scored. The ranking covers members with at least 20 purchases that are a year old.

Trades disclosed in the last 30 days are counted but not listed; they are in Exent Radar, with the records of the top 10 performers. The disclosures carry no party labels: this is the public record of what was traded and when it was disclosed. Data as of Oct 20, 2026. How to read a filing yourself: Congress stock trading: how to see what members bought.

Past performance does not guarantee future results. Historical figures are calculated by Exent from market data and are for education only; they are not investment advice or a recommendation to buy or sell any security.

Follow Congress trades as they are disclosed

  1. Exent Radar lists new congressional trades as they are disclosed, before they reach this page.
  2. It names the top 10 members by the record of their stock buys, next to insider buying and big‑fund moves.
  3. Check any idea against your own portfolio before you act on it.

Exent is our product. Educational content, not investment advice.

Frequently asked questions

In STOCK Act disclosures, the stocks Charles "Chuck" Fleischmann traded most often are DKNG (4 trades), ADBE (2 trades), TSCO (1 trade), ZTS (1 trade), ACN (1 trade). Of 272 disclosed trades, 27 were in individual stocks. Periodic transaction reports show trades, not full holdings.

Charles "Chuck" Fleischmann's disclosed stock purchases trailed the S&P 500 by an average of 14.5 percentage points over the 12 months after each trade (8 purchases a year old), and 25.0% of them beat the index. Measured from the disclosure date the average was −6.5%. Past results do not predict future ones.

2 of 272 disclosed trades (0.7%) were reported after the STOCK Act's 45-day deadline. The median trade was disclosed 22.5 days after it was made, the longest 62 days; across Congress the median is 28 days.

See the latest Congress trades in Radar

Exent Radar shows trades by members of Congress, company insiders and big funds as they are disclosed, with the records of the top performers.

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Educational content, not investment advice. Examples are illustrative; past performance does not guarantee future results.

DISCLAIMER: Exent AI is an informational research platform and does not provide investment advice, financial advice, or act as an investment adviser, broker-dealer, or fiduciary. All content, analytics, and model outputs are provided for educational and informational purposes only and should not be relied upon as a recommendation to buy, sell, or hold any financial instrument. Investing involves risk, including the possible loss of principal. Exent AI does not execute trades, hold customer funds, or provide brokerage services. Past performance and hypothetical results are not indicative of future results. Third-party data and AI-generated outputs may be incomplete or inaccurate.