Official filing metadata
- Filer (as printed)
- Hon. Rob Bresnahan
- Office (as printed)
- PA08
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 13, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 130
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 408
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 130
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | JT | AAON, Inc. - Common Stock (AAON) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | AAON | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | AAON0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | AAON, Inc. - Common Stock (AAON) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | AAON | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | AAON0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Accenture plc Class A Ordinary Shares (ACN) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | ACN | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | ACN0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | ADBE | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | ADBE0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Advanced Drainage Systems, Inc. Common Stock (WMS) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | WMS | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | WMS0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | AMD | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | AMD0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | BABA | P | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | BABA0.98 | BuyBuy | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | BABA | P | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | BABA0.98 | BuyBuy | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | BABA | P | 01/30/2025 | 01/30/2025 | $1,001 - $15,000 | 1.00 | BABA0.98 | BuyBuy | Self | Jan 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | BABA | P | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | BABA0.98 | BuyBuy | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: LPL Account I | GOOG | S | 01/21/2025 | 01/21/2025 | $50,001 - $100,000 | 1.00 | GOOG0.98 | SellSell | Self | Jan 21, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 12 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | GOOG | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | GOOG0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | ANSYS, Inc. - Common Stock (ANSS) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | ANSS | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | JT | AppFolio, Inc. - Class A Common Stock (APPF) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | APPF | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | APPF0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | ANET | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | ANET0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Atlassian Corporation - Class A Common Stock (TEAM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TEAM | P | 01/28/2025 | 01/28/2025 | $1,001 - $15,000 | 1.00 | TEAM0.98 | BuyBuy | Self | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Atlassian Corporation - Class A Common Stock (TEAM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TEAM | P | 01/28/2025 | 01/28/2025 | $1,001 - $15,000 | 1.00 | TEAM0.98 | BuyBuy | Self | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Atlassian Corporation - Class A Common Stock (TEAM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TEAM | P | 01/28/2025 | 01/28/2025 | $1,001 - $15,000 | 1.00 | TEAM0.98 | BuyBuy | Self | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Axon Enterprise, Inc. - Common Stock (AXON) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | AXON | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | AXON0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | Berkshire Hathaway Inc. New Common Stock (BRK.B) [OP] filing_status: New | subholding_of: LPL Account I | description: C 380.00 | BRK.B | S | 01/15/2025 | 01/15/2025 | $15,001 - $50,000 | 1.00 | BRK-B0.98 | SellSell | Self | Jan 15, 2025 | $15,001 - $50,000mid $32.5K | Option | not modelled |
| 21 | — | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: LPL Account I | BRK.B | S | 01/15/2025 | 01/15/2025 | $15,001 - $50,000 | 1.00 | BRK-B0.98 | SellSell | Self | Jan 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | JT | Berkshire Hathaway Inc. New Common Stock (BRK.B) [OP] filing_status: New | subholding_of: Joint Ownership LPL Account | description: CALL BERKSHIRE CL B NEW $300 EXP 01/17/25 CLASS B | BRK.B | P | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | BuyBuy | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 23 | JT | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | BRK.B | P | 01/13/2025 | 01/13/2025 | $15,001 - $50,000 | 1.00 | BRK-B0.98 | BuyBuy | Joint | Jan 13, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | — | Berkshire Hathaway Inc. New Common Stock (BRK.B) [OP] filing_status: New | subholding_of: LPL Account I | description: EXP 01/17/25 CLASS B C 300.00 | BRK.B | P | 01/15/2025 | 01/15/2025 | $50,001 - $100,000 | 1.00 | BRK-B0.98 | BuyBuy | Self | Jan 15, 2025 | $50,001 - $100,000mid $75K | Option | not modelled |
| 25 | JT | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | BRK.B | S | 01/13/2025 | 01/13/2025 | $15,001 - $50,000 | 1.00 | BRK-B0.98 | SellSell | Joint | Jan 13, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 26 | JT | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | BRK.B | P | 01/13/2025 | 01/10/2025 | $15,001 - $50,000 | 1.00 | BRK-B0.98 | BuyBuy | Joint | Jan 13, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 27 | JT | Berkshire Hathaway Inc. New Common Stock (BRK.B) [OP] filing_status: New | subholding_of: Joint Ownership LPL Account | description: CALL BERKSHIRE CL B NEW $300 EXP 01/17/25 CLASS B | BRK.B | P | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | BuyBuy | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 28 | JT | Berry Global Group, Inc. Common Stock (BERY) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | BERY | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | JT | Boeing Company (BA) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | BA | S | 01/13/2025 | 01/13/2025 | $15,001 - $50,000 | 1.00 | BA0.98 | SellSell | Joint | Jan 13, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | JT | Booz Allen Hamilton Holding Corporation Common Stock (BAH) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | BAH | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | BAH0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | — | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | AVGO | S | 01/28/2025 | 01/28/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | SellSell | Self | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | BR | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | BR0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Brown & Brown, Inc. Common Stock (BRO) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | BRO | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | BRO0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | CDNS | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | CDNS0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | CDW Corporation - Common Stock (CDW) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | CDW | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | CDW0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Celsius Holdings, Inc. (CELH) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | CELH | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | CELH0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Chevron Corporation Common Stock (CVX) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | CVX | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | CVX0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | CMG | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | CMG0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Churchill Downs, Incorporated - Common Stock (CHDN) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | CHDN | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | CHDN0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Clean Harbors, Inc. Common Stock (CLH) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | CLH | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | CLH0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | — | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: Kuharchik 401k | KO | S | 01/21/2025 | 01/21/2025 | $1,001 - $15,000 | 1.00 | KO0.98 | SellSell | Self | Jan 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Comfort Systems USA, Inc. Common Stock (FIX) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | FIX | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | FIX0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | — | Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | CRDO | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | CRDO0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | — | Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | CRDO | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | CRDO0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | — | Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | CRDO | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | CRDO0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | — | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | CRWD | P | 01/28/2025 | 01/28/2025 | $1,001 - $15,000 | 1.00 | CRWD0.98 | BuyBuy | Self | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | — | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | CRWD | P | 01/28/2025 | 01/28/2025 | $1,001 - $15,000 | 1.00 | CRWD0.98 | BuyBuy | Self | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | CRWD | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | CRWD0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | — | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | CRWD | P | 01/28/2025 | 01/28/2025 | $1,001 - $15,000 | 1.00 | CRWD0.98 | BuyBuy | Self | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Darden Restaurants, Inc. Common Stock (DRI) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | DRI | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | DRI0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Deckers Outdoor Corporation (DECK) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | DECK | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | DECK0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Dropbox, Inc. - Class A Common Stock (DBX) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | DBX | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | DBX0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | e.l.f. Beauty, Inc. Common Stock (ELF) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | ELF | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | ELF0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | Elevance Health, Inc. Common Stock (ELV) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | ELV | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | ELV0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | EMCOR Group, Inc. Common Stock (EME) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | EME | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | EME0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | Fortinet, Inc. - Common Stock (FTNT) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | FTNT | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | FTNT0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | GoDaddy Inc. Class A Common Stock (GDDY) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | GDDY | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | GDDY0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | Graphic Packaging Holding Company (GPK) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | GPK | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | GPK0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | HealthEquity, Inc. - Common Stock (HQY) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | HQY | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | HQY0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | JT | Heico Corporation Common Stock (HEI) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | HEI | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | HEI0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | JT | Heico Corporation Common Stock (HEI) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | HEI | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | HEI0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | JT | Ingersoll Rand Inc. Common Stock (IR) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | IR | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | IR0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | JT | Installed Building Products, Inc. Common Stock (IBP) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | IBP | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | IBP0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | — | Intel Corporation - Common Stock (INTC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | INTC | P | 02/03/2025 | 02/03/2025 | $1,001 - $15,000 | 1.00 | INTC0.98 | BuyBuy | Self | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | — | Intel Corporation - Common Stock (INTC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | INTC | P | 02/03/2025 | 02/03/2025 | $1,001 - $15,000 | 1.00 | INTC0.98 | BuyBuy | Self | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | — | Intel Corporation - Common Stock (INTC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | INTC | P | 02/03/2025 | 02/03/2025 | $1,001 - $15,000 | 1.00 | INTC0.98 | BuyBuy | Self | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | JT | Intercontinental Exchange Inc. Common Stock (ICE) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | ICE | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | ICE0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | JT | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | INTU | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | INTU0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | — | Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | LRCX | P | 01/16/2025 | 01/16/2025 | $1,001 - $15,000 | 1.00 | LRCX0.98 | BuyBuy | Self | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | JT | Lamb Weston Holdings, Inc. Common Stock (LW) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | LW | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | LW0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | JT | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | LIN | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | LIN0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | — | Lowe's Companies, Inc. Common Stock (LOW) [ST] filing_status: New | subholding_of: LPL Account I | LOW | S | 02/07/2025 | 02/07/2025 | $15,001 - $50,000 | 1.00 | LOW0.98 | SellSell | Self | Feb 7, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 73 | JT | lululemon athletica inc. - Common Stock (LULU) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | LULU | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | LULU0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | JT | Manhattan Associates, Inc. - Common Stock (MANH) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | MANH | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | MANH0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | — | Manhattan Associates, Inc. - Common Stock (MANH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | MANH | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | MANH0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | — | Manhattan Associates, Inc. - Common Stock (MANH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | MANH | S | 01/29/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | MANH0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | — | Manhattan Associates, Inc. - Common Stock (MANH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | MANH | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | MANH0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | JT | Mastercard Incorporated Common Stock (MA) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | MA | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | MA0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | JT | Medpace Holdings, Inc. - Common Stock (MEDP) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | MEDP | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | MEDP0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | — | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | META | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | META0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | — | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | META | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | META0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | MSFT | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | MSFT | S | 01/30/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Self | Jan 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | MSFT | S | 01/30/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Self | Jan 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | JT | Molina Healthcare Inc Common Stock (MOH) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | MOH | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | MOH0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | JT | Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | MPWR | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | MPWR0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | JT | MSCI Inc. Common Stock (MSCI) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | MSCI | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | MSCI0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | JT | Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | NFLX | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | NFLX0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | JT | Nutanix, Inc. - Class A Common Stock (NTNX) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | NTNX | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | NTNX0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | — | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | NVDA | S (partial) | 01/28/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Self | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | — | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | NVDA | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | — | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | NVDA | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | JT | NVR, Inc. Common Stock (NVR) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | NVR | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | NVR0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | JT | PACCAR Inc. - Common Stock (PCAR) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | PCAR | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | PCAR0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | JT | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | PANW | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | PANW0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | JT | Paychex, Inc. - Common Stock (PAYX) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | PAYX | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | PAYX0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | JT | Paylocity Holding Corporation - Common Stock (PCTY) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | PCTY | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | PCTY0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | JT | Performance Food Group Company Common Stock (PFGC) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | PFGC | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | PFGC0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | JT | Pure Storage, Inc. Class A Common Stock (PSTG) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | PSTG | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 100 | JT | Quanta Services, Inc. Common Stock (PWR) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | PWR | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | PWR0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | JT | ResMed Inc. Common Stock (RMD) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | RMD | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | RMD0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | — | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | HOOD | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | HOOD0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 103 | — | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | HOOD | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | HOOD0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | — | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | HOOD | S | 01/29/2025 | 01/29/2025 | $1,001 - $15,000 | 1.00 | HOOD0.98 | SellSell | Self | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | JT | Royal Caribbean Cruises Ltd. Common Stock (RCL) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | RCL | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | RCL0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | JT | Saia, Inc. - Common Stock (SAIA) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | SAIA | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | SAIA0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | — | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: LPL Account I | CRM | S | 01/21/2025 | 01/21/2025 | $15,001 - $50,000 | 1.00 | CRM0.98 | SellSell | Self | Jan 21, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 108 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | CRM | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | CRM0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | JT | SBA Communications Corporation - Class A Common Stock (SBAC) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | SBAC | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | SBAC0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | JT | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | NOW | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | NOW0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | — | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | NOW | P | 02/03/2025 | 02/03/2025 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Self | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | — | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | NOW | P | 02/03/2025 | 02/03/2025 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Self | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | JT | Super Micro Computer, Inc. - Common Stock (SMCI) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | SMCI | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | SMCI0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | JT | Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | SNPS | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | SNPS0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | — | Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TTWO | P | 02/03/2025 | 02/03/2025 | $1,001 - $15,000 | 1.00 | TTWO0.98 | BuyBuy | Self | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 116 | — | Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TTWO | P | 02/03/2025 | 02/03/2025 | $1,001 - $15,000 | 1.00 | TTWO0.98 | BuyBuy | Self | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | — | Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TTWO | P | 02/03/2025 | 02/03/2025 | $1,001 - $15,000 | 1.00 | TTWO0.98 | BuyBuy | Self | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 118 | JT | The Cigna Group Common Stock (CI) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | CI | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | CI0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | JT | T-Mobile US, Inc. (TMUS) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | TMUS | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | TMUS0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | JT | Transdigm Group Incorporated Common Stock (TDG) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | TDG | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | TDG0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 121 | JT | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | URI | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | URI0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | UNH | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | UNH0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | JT | Walt Disney Company (DIS) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | DIS | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | DIS0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | — | Walt Disney Company (DIS) [ST] filing_status: New | subholding_of: LPL Account I | DIS | S | 01/21/2025 | 01/21/2025 | $15,001 - $50,000 | 1.00 | DIS0.98 | SellSell | Self | Jan 21, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 125 | JT | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | WAB | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | WAB0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | JT | WillScot Holdings Corporation - Class A Common Stock (WSC) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | WSC | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | WSC0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | — | Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | ZM | P | 01/28/2025 | 01/28/2025 | $1,001 - $15,000 | 1.00 | ZM0.98 | BuyBuy | Self | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | — | Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | ZM | P | 01/28/2025 | 01/28/2025 | $1,001 - $15,000 | 1.00 | ZM0.98 | BuyBuy | Self | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 129 | — | Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | ZM | P | 01/28/2025 | 01/28/2025 | $1,001 - $15,000 | 1.00 | ZM0.98 | BuyBuy | Self | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | JT | Zscaler, Inc. - Common Stock (ZS) [ST] filing_status: New | subholding_of: Joint Ownership LPL Account | ZS | S | 01/13/2025 | 01/13/2025 | $1,001 - $15,000 | 1.00 | ZS0.98 | SellSell | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |