Net Worth Est.
$9.48MTrade volume
$1.97MTotal trades
93Last Traded
Jan. 24, 2024Process industries
15
Health technology
14
Retail trade
11
Finance
10
Technology services
9
Electronic technology
6
Producer manufacturing
5
Consumer non-durables
3
3
Consumer services
3
Ticker | Transaction | Transaction on | Description | Change Since Trade | Copy Trade |
|---|---|---|---|---|---|
Sale (Partial) $15,001 - $50,000 | Jan 24, 2024 Reported on Feb 09, 2024 | Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | ---- | ||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $15,001 - $50,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $15,001 - $50,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $15,001 - $50,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $15,001 - $50,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $50,001 - $100,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Aug 22, 2023 Reported on Sep 18, 2023 | Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | |||
Sale $1,001 - $15,000 | Mar 17, 2023 Reported on Apr 26, 2023 | --- | |||
Purchase $1,001 - $15,000 | Feb 21, 2023 Reported on Mar 16, 2023 | --- | |||
Purchase $1,001 - $15,000 | Feb 10, 2023 Reported on Mar 16, 2023 | --- | |||
Sale (Partial) $1,001 - $15,000 | Feb 10, 2023 Reported on Mar 16, 2023 | --- | |||
Purchase $1,001 - $15,000 | Feb 10, 2023 Reported on Mar 16, 2023 | --- | |||
Sale (Partial) $1,001 - $15,000 | Jan 10, 2023 Reported on Feb 13, 2023 | --- | |||
Sale (Partial) $1,001 - $15,000 | Jan 10, 2023 Reported on Feb 13, 2023 | --- | |||
Sale (Partial) $1,001 - $15,000 | Jan 10, 2023 Reported on Feb 13, 2023 | --- | |||
Sale (Partial) $1,001 - $15,000 | Jan 10, 2023 Reported on Feb 13, 2023 | --- | |||
Purchase $1,001 - $15,000 | Jan 10, 2023 Reported on Feb 13, 2023 | --- | |||
Purchase $1,001 - $15,000 | Jan 10, 2023 Reported on Feb 13, 2023 | --- | |||
Sale (Partial) $1,001 - $15,000 | Jan 10, 2023 Reported on Feb 13, 2023 | --- | ---- | ||
Purchase $1,001 - $15,000 | Jan 10, 2023 Reported on Feb 13, 2023 | --- | |||
Sale (Partial) $1,001 - $15,000 | Jan 10, 2023 Reported on Feb 13, 2023 | --- | |||
Sale $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Purchase $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Sale $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Sale $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Sale (Partial) $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Sale $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Sale $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Sale $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Sale $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Purchase $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Purchase $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Purchase $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Purchase $15,001 - $50,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Sale $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Sale (Partial) $15,001 - $50,000 | Nov 30, 2022 Reported on Dec 21, 2022 | Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. | |||
Sale $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Sale $1,001 - $15,000 | Nov 30, 2022 Reported on Dec 21, 2022 | --- | |||
Sale $1,001 - $15,000 | Aug 30, 2022 Reported on Nov 03, 2022 | Asset inherited after the death of filer’s parent & promptly sold by third party investment professional, who did not advise filer of sale until 10/30 | |||
Sale (Partial) $15,001 - $50,000 | Jun 21, 2022 Reported on Jul 14, 2022 | Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. | |||
Sale (Partial) $1,001 - $15,000 | Mar 04, 2022 Reported on Apr 08, 2022 | Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. | |||
Sale (Partial) $15,001 - $50,000 | Mar 05, 2021 Reported on Apr 13, 2021 | The filer's portfolio is managed by a third party investment professional. The filer was advised of these transactions on April 13, 2021. This activity is part of an ongoing long-term portfolio diversification strategy that regularly includes similar transactions | |||
Sale (Partial) $50,001 - $100,000 | Jun 16, 2020 Reported on Jul 14, 2020 | The filer's portfolio is managed by a third party investment professional. The filer was advised of these transactions on July 7, 2020. This activity is part of an ongoing long term portfolio diversification strategy that regularly includes similar transactions. | |||
Sale (Partial) $50,001 - $100,000 | May 18, 2020 Reported on Jun 15, 2020 | The filer's portfolio is managed by a third party investment professional. The filer was advised of these transactions on June 2, 2020. This activity is part of an ongoing long-term portfolio diversification strategy that regularly includes similar transactions. | |||
Sale (Partial) $50,001 - $100,000 | Feb 27, 2020 Reported on Apr 11, 2020 | The filer's portfolio is managed by a third party investment professional. The filer was advised of these transactions on April 7, 2020. This activity is part of an ongoing long-term portfolio diversification strategy that regularly includes similar transactions. | |||
Purchase $50,001 - $100,000 | Feb 27, 2020 Reported on Apr 11, 2020 | The filer's portfolio is managed by a third party investment professional. The filer was advised of these transactions on April 7, 2020. This activity is part of an ongoing long-term portfolio diversification strategy that regularly includes similar transactions. | ---- | ||
Sale (Partial) $15,001 - $50,000 | Oct 08, 2019 Reported on Nov 06, 2019 | --- | |||
Purchase $1,001 - $15,000 | Jul 18, 2019 Reported on Aug 07, 2019 | --- | ---- | ||
Purchase $1,001 - $15,000 | Jul 17, 2019 Reported on Aug 07, 2019 | --- | ---- | ||
Sale $1,001 - $15,000 | Jul 17, 2019 Reported on Aug 07, 2019 | --- | ---- | ||
Purchase $1,001 - $15,000 | Jul 17, 2019 Reported on Aug 07, 2019 | --- | ---- | ||
Sale (Partial) $15,001 - $50,000 | Jul 17, 2019 Reported on Aug 07, 2019 | --- | |||
Sale (Partial) $50,001 - $100,000 | Mar 19, 2019 Reported on Apr 08, 2019 | --- | |||
Purchase $1,001 - $15,000 | Dec 21, 2018 Reported on Jan 03, 2019 | --- | ---- | ||
Purchase $1,001 - $15,000 | Dec 19, 2018 Reported on Jan 03, 2019 | --- | ---- | ||
Sale (Partial) $50,001 - $100,000 | Oct 25, 2018 Reported on Nov 01, 2018 | --- | |||
Sale (Partial) $1,001 - $15,000 | Oct 02, 2018 Reported on Nov 01, 2018 | --- | |||
Sale (Partial) $1,001 - $15,000 | Sep 25, 2018 Reported on Oct 09, 2018 | --- | |||
Sale (Partial) $1,001 - $15,000 | May 22, 2018 Reported on Jul 24, 2018 | --- | |||
Sale (Partial) $1,001 - $15,000 | Mar 28, 2018 Reported on Jul 24, 2018 | Filer notified of transaction >45 days after it occurred. | |||
Sale $250,001 - $500,000 | Sep 15, 2015 Reported on Aug 03, 2016 | --- | ---- | ||
Sale $50,001 - $100,000 | Aug 17, 2015 Reported on Aug 03, 2016 | --- | |||
Sale (Partial) $1,001 - $15,000 | Jul 15, 2015 Reported on Aug 03, 2016 | --- | ---- | ||
Sale (Partial) $15,001 - $50,000 | May 28, 2015 Reported on Aug 03, 2016 | --- | |||
Sale $15,001 - $50,000 | Mar 27, 2015 Reported on Aug 03, 2016 | --- | |||
Sale (Partial) $1,001 - $15,000 | Jan 28, 2015 Reported on Aug 03, 2016 | --- | |||
Sale (Partial) $1,001 - $15,000 | Jan 28, 2015 Reported on Aug 03, 2016 | --- | |||
Sale (Partial) $1,001 - $15,000 | Jan 28, 2015 Reported on Aug 03, 2016 | --- |
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