advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. Pennsylvania State Turnpike Commission Bond
Mar 6, 2026
≈$71K
Parkland, PA School District Municipal Bond
Feb 20, 2026
≈$71K
Philadelphia, PA Municipal Bond
Feb 3, 2026
≈$71K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. US Treasury Note 01/31/27
Feb 3, 2026
≈$3.9K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. Kellanova
Dec 11, 2025
≈$3.9K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. Pennsylvania State Turnpike Commission Bond
Dec 4, 2025
≈$71K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. Souderton, PA Municipal Bond
Nov 25, 2025
≈$71K
Berkshire Hathaway Inc. New (stock)
Nov 19, 2025
≈$71K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. BRKB Option
Nov 19, 2025
≈$27K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. BRKB Option
Nov 19, 2025
≈$71K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. BRKB Option
Nov 19, 2025
≈$3.9K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. BRKB Option
Nov 19, 2025
≈$27K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY Option
Nov 19, 2025
≈$27K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY Option
Nov 19, 2025
≈$27K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY Option
Nov 19, 2025
≈$3.9K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY Option
Nov 19, 2025
≈$71K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. QQQ Option
Sep 16, 2025
≈$3.9K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY Option
Sep 16, 2025
≈$3.9K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY Option
Sep 16, 2025
≈$27K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY Option
Sep 16, 2025
≈$27K
IWM Option
Sep 15, 2025
≈$3.9K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. JT IWM Option
Sep 15, 2025
≈$3.9K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. JT QQQ Option
Sep 15, 2025
≈$3.9K
Arlington, TX Municipal Bond
Aug 18, 2025
≈$71K
advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. Pennsylvania State University Municipal Bond
Jul 21, 2025
≈$71K
Minneapolis-Saint Paul, MN Municipal Bond
Jul 18, 2025
≈$160K
Zoom Communications, Inc.
Jun 25, 2025
≈$3.9K
Circle Internet Group, Inc.
Jun 24, 2025
≈$3.9K
Coinbase Global, Inc.
Jun 24, 2025
≈$3.9K
Amazon.com, Inc.
Jun 23, 2025
≈$3.9K
CALL BERKSHIRE CL B
Jun 16, 2025
≈$71K
CALL BERKSHIRE CL B
Jun 16, 2025
≈$71K
CALL BERKSHIRE CL B
Jun 16, 2025
≈$3.9K
CALL BERKSHIRE CL B
Jun 16, 2025
≈$27K
CALL SPDR S&P 500 ETF
Jun 16, 2025
≈$3.9K
CALL SPDR S&P 500 ETF
Jun 16, 2025
≈$3.9K
Chubb Limited
Jun 13, 2025
≈$3.9K
Atlassian Corporation
Jun 11, 2025
≈$3.9K
Broadcom Inc.
Jun 11, 2025
≈$3.9K
Datadog, Inc.
Jun 11, 2025
≈$3.9K
GitLab Inc.
Jun 11, 2025
≈$3.9K
Intel Corporation
Jun 11, 2025
≈$3.9K
ServiceTitan, Inc.
Jun 11, 2025
≈$3.9K
Applovin Corporation
Jun 6, 2025
≈$3.9K
Intel Corporation
Jun 6, 2025
≈$3.9K
Zoom Communications, Inc.
Jun 6, 2025
≈$3.9K
Spotify Technology S.A.
Jun 5, 2025
≈$3.9K
Tesla, Inc.
Jun 5, 2025
≈$3.9K
Atlassian Corporation
Jun 3, 2025
≈$3.9K
Credo Technology Group Holding Ltd
Jun 3, 2025
≈$3.9K
GitLab Inc.
Jun 3, 2025
≈$3.9K
OR ST SER J Municipal Bond
Jun 2, 2025
≈$160K
McDonald's Corporation
Jun 2, 2025
≈$27K
Arista Networks, Inc.
May 29, 2025
≈$3.9K
NVIDIA Corporation
May 29, 2025
≈$3.9K
Okta, Inc.
May 29, 2025
≈$3.9K
Veeva Systems Inc.
May 29, 2025
≈$3.9K
3M Company
May 23, 2025
≈$27K
Elastic N.V.
May 23, 2025
≈$3.9K
Guidewire Software, Inc.
May 23, 2025
≈$3.9K
Nu Holdings Ltd.
May 23, 2025
≈$3.9K
NVIDIA Corporation
May 23, 2025
≈$3.9K
Snowflake Inc.
May 23, 2025
≈$3.9K
Tesla, Inc.
May 23, 2025
≈$3.9K
NVIDIA Corporation
May 16, 2025
≈$3.9K
Tesla, Inc.
May 16, 2025
≈$3.9K
Veeva Systems Inc.
May 16, 2025
≈$3.9K
AbbVie Inc.
May 15, 2025
≈$3.9K
Air Products and Chemicals, Inc.
May 15, 2025
≈$3.9K
Alexandria Real Estate Equities, Inc.
May 15, 2025
≈$3.9K
Ameren Corporation
May 15, 2025
≈$3.9K
Baxter International Inc.
May 15, 2025
≈$3.9K
Becton, Dickinson and Company
May 15, 2025
≈$3.9K
Biogen Inc.
May 15, 2025
≈$3.9K
Centene Corporation
May 15, 2025
≈$3.9K
Coca-Cola Company
May 15, 2025
≈$3.9K
Consolidated Edison, Inc.
May 15, 2025
≈$3.9K
DexCom, Inc.
May 15, 2025
≈$3.9K
Dow Inc.
May 15, 2025
≈$3.9K
DuPont de Nemours, Inc.
May 15, 2025
≈$3.9K
Eastman Chemical Company
May 15, 2025
≈$3.9K
Electronic Arts Inc.
May 15, 2025
≈$3.9K
EOG Resources, Inc.
May 15, 2025
≈$3.9K
GE Aerospace
May 15, 2025
≈$3.9K
General Dynamics Corporation
May 15, 2025
≈$3.9K
Halliburton Company
May 15, 2025
≈$3.9K
Healthpeak Properties, Inc.
May 15, 2025
≈$3.9K
Host Hotels & Resorts, Inc.
May 15, 2025
≈$3.9K
Humana Inc.
May 15, 2025
≈$3.9K
IDEXX Laboratories, Inc.
May 15, 2025
≈$3.9K
JP Morgan Chase & Co.
May 15, 2025
≈$3.9K
Lockheed Martin Corporation
May 15, 2025
≈$3.9K
LyondellBasell Industries NV Ordinary Shares Class A
