ron l wyden

Senate / Democratic / Oregon

Net Worth Est.

$15.88M

Trade volume

$12.54M

Total trades

231

Last Traded

Feb. 10, 2025

Trades
Current Portfolio
Networth

Trade volume

Top Traded Sectors

Electronic technology
67
Technology services
38
Producer manufacturing
22
Retail trade
18
Transportation
14
Health technology
14
Consumer durables
13
Consumer non-durables
9
Finance
9
Consumer services
9

Trade Volume$12.54M

Total Trades$231

Ticker	Transaction	Transaction on	Description	Change Since Trade
LLY LLY Eli Lilly	Sale $50,001 - $100,000	Feb 10, 2025 Reported on Feb 21, 2025	After learning that her independent broker purchased shares of LLY without her knowledge, the filer’s spouse requested that the shares be sold in full	-15.10%
IRBT IRBT iRobot	Sale $1,001 - $15,000	Feb 06, 2025 Reported on Feb 21, 2025	---	-60.59%
SOLV SOLV Solventum	Sale $1,001 - $15,000	Feb 06, 2025 Reported on Feb 21, 2025	Received shares through a spin-off with 3M Company	-2.26%
LLY LLY Eli Lilly	Purchase $50,001 - $100,000	Jan 22, 2025 Reported on Feb 21, 2025	Underlying asset of M. Schunker LLC	-2.16%
UPS UPS United Parcel Service	Sale $100,001 - $250,000	Mar 27, 2024 Reported on Apr 12, 2024	---	-33.79%
STX STX Seagate Tech Hldgs	Sale (Partial) $15,001 - $50,000	Nov 11, 2022 Reported on Dec 11, 2022	---	106.37%
MTCH MTCH Match Group	Sale $15,001 - $50,000	Nov 11, 2022 Reported on Dec 11, 2022	---	-41.80%
META META Meta Platforms	Sale $50,001 - $100,000	Nov 11, 2022 Reported on Dec 11, 2022	Name change - f/k/a Facebook, Inc.	472.90%
WDAY WDAY Workday	Sale $1,001 - $15,000	Nov 11, 2022 Reported on Dec 11, 2022	---	57.83%
FDX FDX FedEx	Sale $50,001 - $100,000	Nov 11, 2022 Reported on Dec 11, 2022	---	24.20%
IRBT IRBT iRobot	Sale (Partial) $15,001 - $50,000	Nov 11, 2022 Reported on Dec 11, 2022	---	-94.25%
NFLX NFLX Netflix	Sale $50,001 - $100,000	Nov 11, 2022 Reported on Dec 11, 2022	---	316.10%
PYPL PYPL PayPal Holdings	Sale $100,001 - $250,000	Nov 11, 2022 Reported on Dec 11, 2022	---	-22.79%
BALL BALL Ball	Sale $15,001 - $50,000	Nov 11, 2022 Reported on Dec 11, 2022	---	-5.69%
SQ SQ Block	Sale $15,001 - $50,000	Nov 11, 2022 Reported on Dec 11, 2022	---	----
DIS DIS Walt Disney	Sale (Partial) $50,001 - $100,000	Nov 11, 2022 Reported on Dec 11, 2022	---	18.98%
MMM MMM 3M	Sale (Partial) $1,001 - $15,000	Nov 11, 2022 Reported on Dec 11, 2022	---	33.43%
AAPL AAPL Apple	Purchase $50,001 - $100,000	Feb 24, 2022 Reported on Mar 23, 2022	---	23.42%
AAPL AAPL Apple	Sale (Partial) $50,001 - $100,000	Feb 24, 2022 Reported on Mar 23, 2022	The shares of AAPL were purchased in error and immediately sold on the same date, with no gain.	23.42%
- New York NY City Transitional Fin	Sale $15,001 - $50,000	May 07, 2021 Reported on Jul 12, 2021	---	----
AMAT AMAT Applied Materials	Sale $50,001 - $100,000	Apr 16, 2021 Reported on Apr 30, 2021	---	17.21%
KLAC KLAC KLA	Sale $50,001 - $100,000	Apr 16, 2021 Reported on Apr 30, 2021	---	127.29%
AMAT AMAT Applied Materials	Sale (Partial) $100,001 - $250,000	Apr 06, 2021 Reported on Apr 09, 2021	---	12.33%
AVGO AVGO Broadcom	Sale $100,001 - $250,000	Apr 06, 2021 Reported on Apr 09, 2021	---	400.28%
INTC INTC Intel	Sale $15,001 - $50,000	Apr 06, 2021 Reported on Apr 09, 2021	---	-70.18%
KLAC KLAC KLA	Sale $1,001 - $15,000	Apr 06, 2021 Reported on Apr 09, 2021	Underlying asset of Fidelity Brokerage - Dependent #2	118.37%
KLAC KLAC KLA	Sale $1,001 - $15,000	Apr 06, 2021 Reported on Apr 09, 2021	Underlying asset of Fidelity Brokerage - Dependent #1	118.37%
KLAC KLAC KLA	Sale (Partial) $100,001 - $250,000	Apr 06, 2021 Reported on Apr 09, 2021	---	118.37%
STZ STZ Constellation Brands	Sale $100,001 - $250,000	Apr 06, 2021 Reported on Apr 09, 2021	---	-24.55%
KLAC KLAC KLA	Sale $1,001 - $15,000	Apr 06, 2021 Reported on Apr 09, 2021	Underlying asset of Fidelity Brokerage - Dependent #3	118.37%
MTCH MTCH Match Group	Purchase $15,001 - $50,000	Apr 01, 2021 Reported on Apr 30, 2021	---	-79.01%
AVGO AVGO Broadcom	Sale (Partial) $1,001 - $15,000	Mar 30, 2021 Reported on Apr 02, 2021	---	430.67%
STX STX Seagate Tech Hldgs	Purchase $1,001 - $15,000	Mar 05, 2021 Reported on Apr 02, 2021	---	60.72%
STX STX Seagate Tech Hldgs	Purchase $1,001 - $15,000	Mar 04, 2021 Reported on Apr 02, 2021	---	64.70%
AVGO AVGO Broadcom	Purchase $1,001 - $15,000	Mar 04, 2021 Reported on Apr 02, 2021	---	445.71%
STX STX Seagate Tech Hldgs	Purchase $1,001 - $15,000	Feb 26, 2021 Reported on Mar 23, 2021	---	61.05%
AMAT AMAT Applied Materials	Purchase $1,001 - $15,000	Feb 26, 2021 Reported on Mar 23, 2021	---	32.63%
KLAC KLAC KLA	Purchase $1,001 - $15,000	Feb 26, 2021 Reported on Mar 23, 2021	---	143.19%
AAPL AAPL Apple	Purchase $1,001 - $15,000	Jan 27, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #3	41.38%
AAPL AAPL Apple	Purchase $1,001 - $15,000	Jan 27, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #1	41.38%
KLAC KLAC KLA	Purchase $1,001 - $15,000	Jan 27, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #3	166.09%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Jan 27, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #3	-30.66%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Jan 27, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #2	-30.66%
KLAC KLAC KLA	Purchase $1,001 - $15,000	Jan 27, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #1	166.09%
KLAC KLAC KLA	Purchase $1,001 - $15,000	Jan 27, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #2	166.09%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Jan 27, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #1	-30.66%
AAPL AAPL Apple	Purchase $1,001 - $15,000	Jan 27, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #2	41.38%
AAPL AAPL Apple	Purchase $1,001 - $15,000	Jan 20, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #1	52.12%
AAPL AAPL Apple	Purchase $1,001 - $15,000	Jan 20, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #2	52.12%
AAPL AAPL Apple	Purchase $1,001 - $15,000	Jan 20, 2021 Reported on Feb 18, 2021	Underlying asset of Fidelity Brokerage - Dependent #3	52.12%
- Metropolitan Transn Auth NY Rev Ser D	Sale $15,001 - $50,000	Nov 16, 2020 Reported on Jul 12, 2021	---	----
BYND BYND Beyond Meat	Sale $50,001 - $100,000	Nov 10, 2020 Reported on Dec 05, 2020	---	-97.66%
NVDA NVDA NVIDIA	Purchase $1,001 - $15,000	Oct 16, 2020 Reported on Nov 16, 2020	Underlying asset of Fidelity Brokerage - Dependent #1	878.39%
NVDA NVDA NVIDIA	Purchase $1,001 - $15,000	Oct 16, 2020 Reported on Nov 16, 2020	Underlying asset of Fidelity Brokerage - Dependent #2	878.39%
WDAY WDAY Workday	Purchase $1,001 - $15,000	Oct 16, 2020 Reported on Nov 16, 2020	Underlying asset of Fidelity Brokerage - Dependent #1	7.96%
WDAY WDAY Workday	Purchase $1,001 - $15,000	Oct 16, 2020 Reported on Nov 16, 2020	Underlying asset of Fidelity Brokerage - Dependent #2	7.96%
NVDA NVDA NVIDIA	Purchase $1,001 - $15,000	Oct 16, 2020 Reported on Nov 16, 2020	Underlying asset of Fidelity Brokerage - Dependent #3	878.39%
WDAY WDAY Workday	Purchase $1,001 - $15,000	Oct 16, 2020 Reported on Nov 16, 2020	Underlying asset of Fidelity Brokerage - Dependent #3	7.96%
NFLX NFLX Netflix	Sale $1,001 - $15,000	Sep 23, 2020 Reported on Oct 09, 2020	Underlying asset of dependent #3	156.52%
NFLX NFLX Netflix	Sale $1,001 - $15,000	Sep 14, 2020 Reported on Oct 09, 2020	Underlying asset of dependent #1	153.48%
NFLX NFLX Netflix	Sale $1,001 - $15,000	Sep 14, 2020 Reported on Oct 09, 2020	Underlying asset of dependent #2	153.48%
AAPL AAPL Apple	Purchase $50,001 - $100,000	Sep 02, 2020 Reported on Sep 24, 2020	---	52.85%
W W Wayfair	Sale $50,001 - $100,000	Sep 02, 2020 Reported on Sep 24, 2020	---	-86.26%
AMZN AMZN Amazon.com	Purchase $15,001 - $50,000	Sep 01, 2020 Reported on Sep 24, 2020	---	17.18%
AMWD AMWD American Woodmark	Sale $1,001 - $15,000	Aug 27, 2020 Reported on Sep 24, 2020	---	-35.33%
AAPL AAPL Apple	Purchase $50,001 - $100,000	Aug 27, 2020 Reported on Sep 24, 2020	---	60.67%
IRBT IRBT iRobot	Purchase $1,001 - $15,000	Aug 26, 2020 Reported on Sep 24, 2020	---	-95.98%
FDX FDX FedEx	Purchase $15,001 - $50,000	Aug 25, 2020 Reported on Sep 24, 2020	---	1.77%
UPS UPS United Parcel Service	Purchase $50,001 - $100,000	Aug 25, 2020 Reported on Sep 24, 2020	---	-38.67%
KR KR Kroger	Sale $50,001 - $100,000	Aug 24, 2020 Reported on Sep 24, 2020	---	89.21%
AMWD AMWD American Woodmark	Purchase $1,001 - $15,000	Aug 24, 2020 Reported on Sep 24, 2020	---	-40.75%
W W Wayfair	Purchase $50,001 - $100,000	Aug 24, 2020 Reported on Sep 24, 2020	---	-87.80%
CLX CLX Clorox	Sale $1,001 - $15,000	Aug 24, 2020 Reported on Sep 24, 2020	---	-40.90%
NVDA NVDA NVIDIA	Purchase $50,001 - $100,000	Aug 21, 2020 Reported on Aug 29, 2020	---	965.40%
T T AT&T	Sale $50,001 - $100,000	Aug 21, 2020 Reported on Aug 29, 2020	---	24.06%
XOM XOM Exxon Mobil	Sale $15,001 - $50,000	Aug 21, 2020 Reported on Aug 29, 2020	---	149.45%
FDX FDX FedEx	Purchase $15,001 - $50,000	Aug 21, 2020 Reported on Aug 29, 2020	---	3.62%
UPS UPS United Parcel Service	Purchase $50,001 - $100,000	Aug 21, 2020 Reported on Aug 29, 2020	---	-38.67%
NFLX NFLX Netflix	Purchase $1,001 - $15,000	Aug 20, 2020 Reported on Aug 29, 2020	Underlying asset of dependent child #1	142.46%
NFLX NFLX Netflix	Purchase $1,001 - $15,000	Aug 20, 2020 Reported on Aug 29, 2020	Underlying asset of dependent child #2	142.46%
NFLX NFLX Netflix	Purchase $1,001 - $15,000	Aug 20, 2020 Reported on Aug 29, 2020	Underlying asset of dependent child #3	142.46%
FDX FDX FedEx	Purchase $15,001 - $50,000	Aug 19, 2020 Reported on Aug 29, 2020	---	4.92%
NVDA NVDA NVIDIA	Purchase $15,001 - $50,000	Aug 19, 2020 Reported on Aug 29, 2020	---	1013.23%
KR KR Kroger	Purchase $15,001 - $50,000	Aug 19, 2020 Reported on Aug 29, 2020	---	88.38%
UPS UPS United Parcel Service	Purchase $50,001 - $100,000	Aug 19, 2020 Reported on Aug 29, 2020	---	-39.17%
DHI DHI D.R. Horton	Purchase $15,001 - $50,000	Aug 18, 2020 Reported on Aug 29, 2020	---	60.54%
LOW LOW Lowe's Companies	Purchase $15,001 - $50,000	Aug 18, 2020 Reported on Aug 29, 2020	---	42.95%
UPS UPS United Parcel Service	Purchase $50,001 - $100,000	Aug 17, 2020 Reported on Aug 29, 2020	---	-39.15%
FDX FDX FedEx	Purchase $15,001 - $50,000	Aug 14, 2020 Reported on Aug 29, 2020	---	4.55%
PSA PSA Public Storage	Purchase $15,001 - $50,000	Aug 14, 2020 Reported on Aug 29, 2020	---	54.02%
UPS UPS United Parcel Service	Purchase $15,001 - $50,000	Aug 14, 2020 Reported on Aug 29, 2020	---	-39.32%
DHI DHI D.R. Horton	Purchase $50,001 - $100,000	Aug 11, 2020 Reported on Aug 29, 2020	---	71.00%
F F Ford Motor	Purchase $15,001 - $50,000	Aug 11, 2020 Reported on Aug 29, 2020	---	43.57%
AAPL AAPL Apple	Purchase $50,001 - $100,000	Aug 07, 2020 Reported on Aug 29, 2020	---	80.76%
KR KR Kroger	Purchase $1,001 - $15,000	Aug 05, 2020 Reported on Aug 29, 2020	---	94.44%
PSA PSA Public Storage	Purchase $15,001 - $50,000	Aug 05, 2020 Reported on Aug 29, 2020	---	56.58%
WDAY WDAY Workday	Purchase $1,001 - $15,000	Aug 05, 2020 Reported on Aug 29, 2020	---	34.63%
BYND BYND Beyond Meat	Purchase $15,001 - $50,000	Aug 05, 2020 Reported on Aug 29, 2020	---	-97.79%
CLX CLX Clorox	Purchase $1,001 - $15,000	Aug 05, 2020 Reported on Aug 29, 2020	---	-44.39%
COUP COUP Coupa Software	Purchase $15,001 - $50,000	Aug 05, 2020 Reported on Aug 29, 2020	---	----
DHI DHI D.R. Horton	Purchase $1,001 - $15,000	Aug 05, 2020 Reported on Aug 29, 2020	---	73.39%
PSA PSA Public Storage	Purchase $50,001 - $100,000	Aug 04, 2020 Reported on Aug 29, 2020	---	53.15%
MTCH MTCH Match Group	Purchase $1,001 - $15,000	Aug 04, 2020 Reported on Aug 29, 2020	---	-72.17%
DIS DIS Walt Disney	Purchase $15,001 - $50,000	Aug 04, 2020 Reported on Aug 29, 2020	---	-3.62%
KLAC KLAC KLA	Purchase $15,001 - $50,000	Aug 04, 2020 Reported on Aug 29, 2020	---	269.39%
KR KR Kroger	Purchase $1,001 - $15,000	Aug 04, 2020 Reported on Aug 29, 2020	---	92.79%
MAR MAR Marriott Intl	Sale $100,001 - $250,000	Aug 03, 2020 Reported on Aug 29, 2020	---	215.89%
VAC VAC Marriott Vacations	Sale $15,001 - $50,000	Aug 03, 2020 Reported on Aug 29, 2020	---	-20.45%
INTC INTC Intel	Sale $15,001 - $50,000	Aug 03, 2020 Reported on Aug 29, 2020	---	-59.52%
MSFT MSFT Microsoft	Purchase $50,001 - $100,000	Jul 31, 2020 Reported on Aug 29, 2020	---	124.55%
OSK OSK Oshkosh	Purchase $15,001 - $50,000	Jul 30, 2020 Reported on Aug 29, 2020	---	23.56%
BYND BYND Beyond Meat	Purchase $15,001 - $50,000	Jul 30, 2020 Reported on Aug 29, 2020	---	-97.62%
NVDA NVDA NVIDIA	Purchase $50,001 - $100,000	Jul 30, 2020 Reported on Aug 29, 2020	---	1173.13%
DHI DHI D.R. Horton	Purchase $15,001 - $50,000	Jul 28, 2020 Reported on Jul 31, 2020	---	82.81%
GOOG GOOG Alphabet	Purchase $15,001 - $50,000	Jul 27, 2020 Reported on Jul 31, 2020	---	125.92%
NVDA NVDA NVIDIA	Purchase $15,001 - $50,000	Jul 27, 2020 Reported on Jul 31, 2020	---	1196.65%
IRBT IRBT iRobot	Purchase $15,001 - $50,000	Jul 27, 2020 Reported on Jul 31, 2020	---	-95.75%
MSFT MSFT Microsoft	Purchase $100,001 - $250,000	Jul 23, 2020 Reported on Jul 31, 2020	---	127.29%
OSK OSK Oshkosh	Purchase $15,001 - $50,000	Jul 20, 2020 Reported on Jul 31, 2020	---	31.13%
AAPL AAPL Apple	Purchase $15,001 - $50,000	Jul 20, 2020 Reported on Jul 31, 2020	---	104.20%
AAPL AAPL Apple	Purchase $15,001 - $50,000	Jul 15, 2020 Reported on Jul 31, 2020	---	105.53%
COST COST Costco Wholesale	Purchase $15,001 - $50,000	Jul 13, 2020 Reported on Jul 31, 2020	---	222.12%
OSK OSK Oshkosh	Purchase $50,001 - $100,000	Jul 13, 2020 Reported on Jul 31, 2020	---	35.43%
F F Ford Motor	Purchase $1,001 - $15,000	Jul 13, 2020 Reported on Jul 31, 2020	---	71.29%
CAT CAT Caterpillar	Sale $50,001 - $100,000	Jul 13, 2020 Reported on Jul 31, 2020	---	166.55%
AAPL AAPL Apple	Purchase $15,001 - $50,000	Jul 13, 2020 Reported on Jul 31, 2020	---	110.36%
TRIP TRIP TripAdvisor	Sale $50,001 - $100,000	Jul 07, 2020 Reported on Jul 31, 2020	---	-23.03%
NVDA NVDA NVIDIA	Purchase $15,001 - $50,000	Jul 06, 2020 Reported on Jul 31, 2020	---	1273.38%
MSFT MSFT Microsoft	Purchase $15,001 - $50,000	Jul 06, 2020 Reported on Jul 31, 2020	---	118.49%
KLAC KLAC KLA	Purchase $15,001 - $50,000	Jul 06, 2020 Reported on Jul 31, 2020	---	271.77%
STX STX Seagate Tech Hldgs	Purchase $50,001 - $100,000	Jul 06, 2020 Reported on Jul 31, 2020	---	145.55%
AAPL AAPL Apple	Purchase $50,001 - $100,000	Jul 06, 2020 Reported on Jul 31, 2020	---	114.90%
AMZN AMZN Amazon.com	Purchase $15,001 - $50,000	Jul 06, 2020 Reported on Jul 31, 2020	---	34.12%
STX STX Seagate Tech Hldgs	Purchase $15,001 - $50,000	Jul 02, 2020 Reported on Jul 31, 2020	---	149.13%
AMZN AMZN Amazon.com	Purchase $15,001 - $50,000	Jul 02, 2020 Reported on Jul 31, 2020	---	41.86%
AMZN AMZN Amazon.com	Purchase $15,001 - $50,000	Jun 30, 2020 Reported on Jul 02, 2020	---	48.62%
MSFT MSFT Microsoft	Purchase $15,001 - $50,000	Jun 26, 2020 Reported on Jul 02, 2020	---	134.48%
AMZN AMZN Amazon.com	Purchase $15,001 - $50,000	Jun 26, 2020 Reported on Jul 02, 2020	---	52.26%
AAPL AAPL Apple	Purchase $15,001 - $50,000	Jun 26, 2020 Reported on Jul 02, 2020	---	127.19%
NFLX NFLX Netflix	Purchase $15,001 - $50,000	Jun 26, 2020 Reported on Jul 02, 2020	---	172.27%
NVDA NVDA NVIDIA	Purchase $15,001 - $50,000	Jun 26, 2020 Reported on Jul 02, 2020	---	1376.02%
NVDA NVDA NVIDIA	Purchase $15,001 - $50,000	Jun 24, 2020 Reported on Jul 02, 2020	---	1363.16%
DIS DIS Walt Disney	Purchase $50,001 - $100,000	Jun 24, 2020 Reported on Jul 02, 2020	---	0.87%
AAPL AAPL Apple	Purchase $15,001 - $50,000	Jun 24, 2020 Reported on Jul 02, 2020	---	123.13%
PYPL PYPL PayPal Holdings	Purchase $15,001 - $50,000	Jun 24, 2020 Reported on Jul 02, 2020	---	-58.17%
IRBT IRBT iRobot	Purchase $15,001 - $50,000	Jun 24, 2020 Reported on Jul 02, 2020	---	-96.15%
MSFT MSFT Microsoft	Purchase $15,001 - $50,000	Jun 24, 2020 Reported on Jul 02, 2020	---	132.69%
COUP COUP Coupa Software	Purchase $50,001 - $100,000	Jun 24, 2020 Reported on Jul 02, 2020	---	----
GOOG GOOG Alphabet	Purchase $15,001 - $50,000	Jun 24, 2020 Reported on Jul 02, 2020	---	141.42%
COST COST Costco Wholesale	Purchase $15,001 - $50,000	Jun 24, 2020 Reported on Jul 02, 2020	---	249.03%
MSFT MSFT Microsoft	Purchase $15,001 - $50,000	Jun 23, 2020 Reported on Jul 02, 2020	---	128.00%
AVGO AVGO Broadcom	Purchase $15,001 - $50,000	Jun 23, 2020 Reported on Jul 02, 2020	---	677.61%
AMAT AMAT Applied Materials	Purchase $15,001 - $50,000	Jun 23, 2020 Reported on Jul 02, 2020	---	157.64%
AAPL AAPL Apple	Purchase $50,001 - $100,000	Jun 23, 2020 Reported on Jul 02, 2020	---	119.19%
MMM MMM 3M	Purchase $50,001 - $100,000	Jun 23, 2020 Reported on Jul 02, 2020	---	12.42%
COUP COUP Coupa Software	Purchase $15,001 - $50,000	Jun 23, 2020 Reported on Jul 02, 2020	---	----
MSFT MSFT Microsoft	Purchase $15,001 - $50,000	Jun 17, 2020 Reported on Jul 02, 2020	---	137.01%
AMAT AMAT Applied Materials	Purchase $15,001 - $50,000	Jun 17, 2020 Reported on Jul 02, 2020	---	161.25%
KLAC KLAC KLA	Purchase $15,001 - $50,000	Jun 17, 2020 Reported on Jul 02, 2020	---	290.37%
INTC INTC Intel	Purchase $15,001 - $50,000	Jun 17, 2020 Reported on Jul 02, 2020	---	-67.68%
COUP COUP Coupa Software	Purchase $15,001 - $50,000	Jun 17, 2020 Reported on Jul 02, 2020	---	----
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Jun 12, 2020 Reported on Jul 02, 2020	---	-2.12%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Jun 12, 2020 Reported on Jul 02, 2020	---	-2.12%
NVDA NVDA NVIDIA	Purchase $50,001 - $100,000	Jun 12, 2020 Reported on Jul 02, 2020	---	1412.79%
DIS DIS Walt Disney	Purchase $50,001 - $100,000	Jun 12, 2020 Reported on Jul 02, 2020	---	-2.12%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Jun 12, 2020 Reported on Jul 02, 2020	---	-2.12%
TRIP TRIP TripAdvisor	Purchase $50,001 - $100,000	Jun 05, 2020 Reported on Jul 02, 2020	---	-44.13%
CAT CAT Caterpillar	Purchase $15,001 - $50,000	Jun 05, 2020 Reported on Jul 02, 2020	---	157.57%
MAR MAR Marriott Intl	Purchase $50,001 - $100,000	Jun 05, 2020 Reported on Jul 02, 2020	---	144.38%
GOOG GOOG Alphabet	Purchase $15,001 - $50,000	Jun 05, 2020 Reported on Jul 02, 2020	---	140.34%
AMZN AMZN Amazon.com	Purchase $15,001 - $50,000	Jun 05, 2020 Reported on Jul 02, 2020	---	65.13%
VMC VMC Vulcan Materials	Purchase $15,001 - $50,000	Jun 05, 2020 Reported on Jul 02, 2020	---	----
AMAT AMAT Applied Materials	Purchase $15,001 - $50,000	Jun 05, 2020 Reported on Jul 02, 2020	---	160.43%
AVGO AVGO Broadcom	Purchase $15,001 - $50,000	Jun 04, 2020 Reported on Jul 02, 2020	---	683.68%
PYPL PYPL PayPal Holdings	Purchase $15,001 - $50,000	Jun 04, 2020 Reported on Jul 02, 2020	---	-54.54%
VMC VMC Vulcan Materials	Purchase $50,001 - $100,000	Jun 04, 2020 Reported on Jul 02, 2020	---	----
MAR MAR Marriott Intl	Purchase $15,001 - $50,000	Jun 04, 2020 Reported on Jul 02, 2020	---	151.70%
STZ STZ Constellation Brands	Purchase $50,001 - $100,000	Jun 04, 2020 Reported on Jul 02, 2020	---	1.46%
KLAC KLAC KLA	Purchase $15,001 - $50,000	Jun 04, 2020 Reported on Jul 02, 2020	---	306.29%
NFLX NFLX Netflix	Purchase $50,001 - $100,000	Jun 03, 2020 Reported on Jul 02, 2020	---	186.09%
AMZN AMZN Amazon.com	Purchase $15,001 - $50,000	Jun 02, 2020 Reported on Jul 02, 2020	---	65.84%
BERY BERY Berry Global Group	Purchase $50,001 - $100,000	Jun 02, 2020 Reported on Jul 02, 2020	---	50.55%
MAR MAR Marriott Intl	Purchase $50,001 - $100,000	May 27, 2020 Reported on Jun 02, 2020	---	169.32%
VAC VAC Marriott Vacations	Purchase $15,001 - $50,000	May 27, 2020 Reported on Jun 02, 2020	---	-33.24%
TRIP TRIP TripAdvisor	Purchase $15,001 - $50,000	May 27, 2020 Reported on Jun 02, 2020	---	-39.01%
NVDA NVDA NVIDIA	Purchase $100,001 - $250,000	May 26, 2020 Reported on Jun 02, 2020	---	1450.06%
VAC VAC Marriott Vacations	Purchase $15,001 - $50,000	May 26, 2020 Reported on Jun 02, 2020	---	-28.72%
GOOG GOOG Alphabet	Purchase $15,001 - $50,000	May 21, 2020 Reported on Jun 02, 2020	---	146.44%
PYPL PYPL PayPal Holdings	Purchase $50,001 - $100,000	May 20, 2020 Reported on Jun 02, 2020	---	-53.44%
- Triborough Brdg & Tuni Auth NY Revs	Purchase $50,001 - $100,000	May 11, 2020 Reported on Jul 12, 2021	---	----
UBER UBER Uber Technologies	Sale $15,001 - $50,000	May 11, 2020 Reported on Jun 02, 2020	---	165.99%
- Metropolitan Transn Auth NY Rev Ser D	Purchase $50,001 - $100,000	May 11, 2020 Reported on Jul 12, 2021	---	----
UBER UBER Uber Technologies	Purchase $15,001 - $50,000	May 08, 2020 Reported on Jun 02, 2020	---	156.66%
MTCH MTCH Match Group	Purchase $50,001 - $100,000	May 07, 2020 Reported on Jun 02, 2020	---	-59.20%
GE GE General Electric	Sale $1,001 - $15,000	May 07, 2020 Reported on Jun 02, 2020	---	708.38%
BERY BERY Berry Global Group	Purchase $15,001 - $50,000	May 07, 2020 Reported on Jun 02, 2020	---	59.35%
STZ STZ Constellation Brands	Purchase $15,001 - $50,000	May 07, 2020 Reported on Jun 02, 2020	---	8.21%
BYND BYND Beyond Meat	Purchase $15,001 - $50,000	May 05, 2020 Reported on Jun 02, 2020	---	-97.07%
QSR QSR Restaurant Brands Intl	Purchase $15,001 - $50,000	May 05, 2020 Reported on Jun 02, 2020	---	45.79%
DPZ DPZ Domino's Pizza	Purchase $50,001 - $100,000	May 05, 2020 Reported on Jun 02, 2020	---	27.56%
MCD MCD McDonald's	Purchase $15,001 - $50,000	May 05, 2020 Reported on Jun 02, 2020	---	75.10%
- Nassau Cnty NY Interim Fin Auth Ser A	Purchase $15,001 - $50,000	May 01, 2020 Reported on Jul 12, 2021	---	----
AMZN AMZN Amazon.com	Purchase $15,001 - $50,000	May 01, 2020 Reported on May 05, 2020	---	79.36%
AMZN AMZN Amazon.com	Purchase $15,001 - $50,000	May 01, 2020 Reported on Jun 02, 2020	---	79.36%
CRWD CRWD CrowdStrike Holdings	Sale $50,001 - $100,000	Apr 24, 2020 Reported on May 05, 2020	---	554.68%
JCI JCI Johnson Controls Intl	Sale $1,001 - $15,000	Apr 24, 2020 Reported on May 05, 2020	---	263.20%
TEL TEL TE Connectivity	Sale $1,001 - $15,000	Apr 24, 2020 Reported on May 05, 2020	---	128.18%
C C Citigroup	Sale $1,001 - $15,000	Apr 24, 2020 Reported on May 05, 2020	---	74.76%
PYPL PYPL PayPal Holdings	Purchase $50,001 - $100,000	Apr 23, 2020 Reported on May 05, 2020	---	-39.01%
NVDA NVDA NVIDIA	Purchase $50,001 - $100,000	Apr 21, 2020 Reported on May 05, 2020	---	1905.57%
CRWD CRWD CrowdStrike Holdings	Purchase $15,001 - $50,000	Apr 21, 2020 Reported on May 05, 2020	---	613.44%
KLAC KLAC KLA	Purchase $15,001 - $50,000	Apr 17, 2020 Reported on May 05, 2020	---	369.50%
SBUX SBUX Starbucks	Purchase $15,001 - $50,000	Apr 17, 2020 Reported on May 05, 2020	---	8.88%
DIS DIS Walt Disney	Purchase $50,001 - $100,000	Apr 17, 2020 Reported on May 05, 2020	---	6.01%
GOOG GOOG Alphabet	Purchase $50,001 - $100,000	Apr 17, 2020 Reported on May 05, 2020	---	169.39%
AMZN AMZN Amazon.com	Purchase $50,001 - $100,000	Apr 17, 2020 Reported on May 05, 2020	---	72.64%
VMC VMC Vulcan Materials	Purchase $50,001 - $100,000	Apr 17, 2020 Reported on May 05, 2020	---	----
T T AT&T	Purchase $15,001 - $50,000	Apr 17, 2020 Reported on May 05, 2020	---	17.94%
F F Ford Motor	Purchase $15,001 - $50,000	Apr 17, 2020 Reported on May 05, 2020	---	102.73%
AMAT AMAT Applied Materials	Purchase $15,001 - $50,000	Apr 17, 2020 Reported on May 05, 2020	---	194.64%
- New York NY City Transitional Fin Auth Rev Sub-future Tax Ser B	Purchase $15,001 - $50,000	Apr 13, 2020 Reported on May 05, 2020	---	----
UPS UPS United Parcel Service	Purchase $15,001 - $50,000	Apr 08, 2020 Reported on May 05, 2020	---	-1.27%
GOOG GOOG Alphabet	Purchase $1,001 - $15,000	Apr 08, 2020 Reported on May 05, 2020	---	185.64%
- New York NY GO BDS Ser A	Purchase $50,001 - $100,000	Apr 06, 2020 Reported on May 05, 2020	---	----
AMAT AMAT Applied Materials	Purchase $15,001 - $50,000	Apr 06, 2020 Reported on May 05, 2020	---	239.65%
CSCO CSCO Cisco Systems	Purchase $15,001 - $50,000	Apr 06, 2020 Reported on May 05, 2020	---	52.16%
GOOG GOOG Alphabet	Purchase $1,001 - $15,000	Apr 06, 2020 Reported on May 05, 2020	---	191.26%
QSR QSR Restaurant Brands Intl	Purchase $1,001 - $15,000	Apr 06, 2020 Reported on May 05, 2020	---	88.97%
CAT CAT Caterpillar	Purchase $15,001 - $50,000	Apr 06, 2020 Reported on May 05, 2020	---	188.99%
AVGO AVGO Broadcom	Purchase $15,001 - $50,000	Apr 06, 2020 Reported on May 05, 2020	---	858.92%
V V Visa	Purchase $15,001 - $50,000	Apr 06, 2020 Reported on May 05, 2020	---	115.53%
SBUX SBUX Starbucks	Purchase $1,001 - $15,000	Apr 06, 2020 Reported on May 05, 2020	---	23.84%
T T AT&T	Purchase $1,001 - $15,000	Apr 06, 2020 Reported on May 05, 2020	---	25.11%
KLAC KLAC KLA	Purchase $15,001 - $50,000	Apr 06, 2020 Reported on May 05, 2020	---	409.68%
AMZN AMZN Amazon.com	Purchase $50,001 - $100,000	Apr 06, 2020 Reported on May 05, 2020	---	105.26%
DIS DIS Walt Disney	Purchase $50,001 - $100,000	Apr 06, 2020 Reported on May 05, 2020	---	13.52%
XOM XOM Exxon Mobil	Purchase $15,001 - $50,000	Apr 06, 2020 Reported on May 05, 2020	---	152.78%
IRBT IRBT iRobot	Purchase $1,001 - $15,000	Apr 06, 2020 Reported on May 05, 2020	---	-92.75%
- Westchester Cnty NY GO Ref BDS Ser	Purchase $50,001 - $100,000	Mar 31, 2020 Reported on Jul 12, 2021	---	----
- New York NY City Transitional Fin	Purchase $100,001 - $250,000	Mar 30, 2020 Reported on Jul 12, 2021	---	----
- New York NY GO BDS Ser Fiscal 2013 C-A	Purchase $50,001 - $100,000	Mar 26, 2020 Reported on Jul 12, 2021	---	----
- Manhasset NY UN Free Sch Dist Ref	Purchase $50,001 - $100,000	Mar 25, 2020 Reported on Jul 12, 2021	---	----
- Tuxedo Park NY Pub Impt BDS Ser	Purchase $15,001 - $50,000	Mar 25, 2020 Reported on Jul 12, 2021	---	----
- Roslyn NY UN Free Sch Dist GTD EBD	Purchase $15,001 - $50,000	Mar 25, 2020 Reported on Jul 12, 2021	---	----
- Nassau Cnty NY Gen Impt BDS LT Ser B	Purchase $15,001 - $50,000	Mar 25, 2020 Reported on Jul 12, 2021	---	----
- New York NY GO BDS Ser 2011 B	Purchase $15,001 - $50,000	Mar 03, 2020 Reported on Jul 12, 2021	---	----
- Buffalo NY BD Antic NTS 2019 LT	Purchase $250,001 - $500,000	Mar 03, 2020 Reported on Jul 12, 2021	---	----
- Metropolitan Transn Auth NY Rev Transn Rev Ser C	Purchase $100,001 - $250,000	Dec 24, 2019 Reported on Jul 31, 2020	---	----
- Metropolitan Transn Auth NY Rev Transn BDS C-1	Purchase $50,001 - $100,000	Dec 18, 2019 Reported on Jul 31, 2020	---	----
- Suffolk Cnty NY Rev Antic Nts 2019	Purchase $50,001 - $100,000	Dec 13, 2019 Reported on Jul 31, 2020	---	----
- Metropolitan Transn Auth NY Rev Bds Ser C	Purchase $15,001 - $50,000	Dec 13, 2019 Reported on Jul 31, 2020	---	----
- Metropolitan Transn Auth NY Rev Bds Ser C	Purchase $15,001 - $50,000	Dec 11, 2019 Reported on Jul 31, 2020	---	----
- Metropolitan Transn Auth NY Rev Bd Antic Nts B	Purchase $100,001 - $250,000	Dec 11, 2019 Reported on Jul 31, 2020	---	----
- Fitz Frames, Inc.	Purchase $15,001 - $50,000	Nov 24, 2018 Reported on Jan 03, 2019	---	----
- Oregon St For Previous Issues GO Bds	Purchase $50,001 - $100,000	Mar 24, 2016 Reported on Jul 06, 2017	holding of inherited trust	----
- Waterville NY Cent Sch Dist Fixed	Sale $15,001 - $50,000	Feb 26, 2016 Reported on Jul 06, 2017	---	----
- New York St Loc Govt Assistance Corp Ref	Sale $15,001 - $50,000	Feb 26, 2016 Reported on Jul 06, 2017	---	----
- Erie Cnty NY Indl Dev Agy Sch Fac Rev	Sale $15,001 - $50,000	Feb 19, 2016 Reported on Jul 06, 2017	---	----
- Schenectady Cnty NY Var Purp Bds	Sale $50,001 - $100,000	Feb 19, 2016 Reported on Jul 06, 2017	---	----
- Nassau Cnty NY Swr & Storm Wtr Fin Auth	Sale $15,001 - $50,000	Feb 19, 2016 Reported on Jul 06, 2017	---	----
- Port Auth NY & NJ consolidated Bds	Sale $50,001 - $100,000	Feb 19, 2016 Reported on Jul 06, 2017	---	----
- SCHENECTADY CNTY N Y VAR PURP BDS 2013	Purchase $50,001 - $100,000	Jan 03, 2014 Reported on Jul 02, 2014	---	----
- PORT AUTH N Y & N J CONSOLIDATED BDS 179	Purchase $50,001 - $100,000	Jan 03, 2014 Reported on Jul 02, 2014	---	----
- NEW YORK ST LOC GOVT ASSISTANCE CORP REF BDS 1993E	Purchase $50,001 - $100,000	Jan 03, 2014 Reported on Jul 02, 2014	---	----
- NASSAU CNTY N Y SWR & STORM WTR FIN AUT REV BDS 2008A	Purchase $15,001 - $50,000	Jan 03, 2014 Reported on Jul 02, 2014	---	----
- NEW YORK N Y CITY TRANSITIONAL FIN AUTH FUTURE TAX SECURED SUB BDS 2007B	Purchase $15,001 - $50,000	Jan 03, 2014 Reported on Jul 02, 2014	---	----
- WATERVILLE N Y CENT SCH DIST SCH DIST BDS 2006	Purchase $15,001 - $50,000	Jan 03, 2014 Reported on Jul 02, 2014	---	----
- ERIE CNTY NY INDL DEV AGY SCH FAC REV REV BDS CITY SCH DIST OF BUFFALO 2008A	Purchase $15,001 - $50,000	Jan 03, 2014 Reported on Jul 02, 2014	---	----
- triborough brdg & Tunl auth ny rev bond	Purchase $15,001 - $50,000	Sep 30, 2013 Reported on Jul 02, 2014	---	----
- brookhaven NY ref bonds	Purchase $50,001 - $100,000	Sep 30, 2013 Reported on Jul 02, 2014	---	----
- new york st dorm auth lease bond fund	Purchase $100,001 - $250,000	Aug 07, 2013 Reported on Jul 02, 2014	---	----

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