Coldpine
Wednesday, September 16, 2026Latest filing Sep 14, 2026

Rohit Khanna Periodic Transaction Report

Filed Jul 6, 2026 · House Clerk · 467 transactions

U.S. Representative · D · CA-17 · All trades by Rohit Khanna

On July 6, 2026, Rep. Rohit Khanna (D-CA-17) filed a periodic transaction report with the House Clerk disclosing 467 transactions (271 purchases, 196 sales) dated May 15, 2026 through Jun 30, 2026.

The filing covers 264 tickers, including $UBER, $JPM, $PENN, $AMZN, $MSFT.

Reported amount ranges sum to $16.4M–$84.2M. Congress reports trade sizes in ranges, not exact figures.

1 trade was reported more than 45 days after the trade date, outside the STOCK Act's 45-day window. The longest lag in this filing was 52 days.

467 transactions were reported under a spouse, dependent child, or joint account rather than the member directly.

Source document: House Clerk filing 9116206

Sample · the intelligence layer

Coldpine signal scoreA 0-1 composite from four weighted factors: disclosure speed, trade size, cluster activity (multiple members buying the same name), and the member’s track record. ≥ 0.65 is the high-conviction tier; ≥ 0.50 is moderate. Trades from trust-managed members are penalized (× 0.2 multiplier). It’s research, not a recommendation.

Rohit Khanna · Sold $MSFT · Jun 30 · $15K–$50K

0.66HIGH
Disclosure speedx 0.251.00
Trade sizex 0.250.50
Cluster activityx 0.150.30

1 other member traded this name in the same window.

Track recordx 0.350.70

Coldpine’s read

Khanna represents CA17 in Silicon Valley, placing Microsoft within his district's core technology sector. The spouse-owned sale of $15K–$50K was disclosed within six days, a relatively fast turnaround that markets may not have fully priced. One other member traded MSFT in the same direction within 30 days, and the filing notes a partial transaction held via a family trust.

Every disclosed trade in the database gets this treatment: a four-factor score and a written read from Coldpine’s AI-based analysis. Informational only, not investment advice. Create a free account for every scored trade →

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467
Transactions
271 / 196
Buys / sells
264
Tickers
52d
Longest lag

Tickers in this filing

UBER7JPM4PENN4AMZN3MSFT3SBUX3SYF3TMUS3WMT3AAPL2ADBE2AJG2AMGN2AMT2APD2AVGO2BAC2BRO2BSX2CHTR2CMCSA2CME2COO2CPRT2CRM2CTAS2DHR2ECL2GIS2HD2HIG2ICE2INTU2ISRG2JNJ2LION2MA2MKC2MLM2MMC2MRK2MRVL2MSI2MU2NVDA2PFE2PG2PINS2PODD2REGN2ROL2RSG2SCHW2T2URI2V2VEEV2XSP2ZTS2A1ABBV1ABT1ACGL1ACN1ADM1AIG1ALL1AMAT1AMCR1AME1AOS1APO1APP1ARM1ASML1AVB1AVY1AXP1BDX1BKNG1BLDR1BMY1BR1BRK.B1C1CB1CBRE1CCEP1CDNS1CEG1CHD1CI1CINF1CL1CLX1CMG1CMPGY1COF1COHR1COR1COST1CPT1CSGP1CTSH1CVNA1CVS1DASH1DG1DIS1DLTR1DOW1EG1EME1EMR1EQT1ETN1EWA1EXE1EXR1FCX1FI1FITB1GILD1GOOGL1GPC1HBAN1HCA1HON1IBM1INTC1INVH1IQV1ITW1JCI1JKHY1KMB1KR1KVUE1L1LII1LITE1LLY1LOW1LULU1MAA1MCD1MCK1MET1META1MNST1MOS1MPWR1MS1MSCI1MTD1NEE1NFLX1NOW1NRG1O1ODFL1ORLY1OTIS1PANW1PCAR1PEP1PGR1PLTR1PM1PNC1PYPL1RF1RMD1ROK1SHW1SNOW1SNPS1SPGI1STX1SWK1SYK1SYY1TECH1TENB1TJX1TRMB1TRV1TSLA1TT1TTD1TXN1USB1VICI1VLTO1VMC1VRSK1VRTX1VST1VYX1VZ1WAT1WBD1WFC1WM1WRB1WST1WY1XOM1XYL1YUM1ZBRA1ZS1

Transactions disclosed

Trade dateTickerAssetTypeOwnerAmountLag
May 15, 2026LIONLIONSGATE STUDIOS CORP CMNsellSpouse$1K–$15K52d
Jun 1, 2026JPMJPMORGAN CHASE & CO. HYBRID PERPETUALbuyDependent Child$1K–$15K35d
Jun 1, 2026PENNPENN ENTERTAINMENT INC CMNsellSpouse$1K–$15K35d
Jun 1, 2026—MAI CAPITAL MANAGEMENTsellSpouse$5.0M–$25.0M35d
Jun 1, 2026—MAI CAPITAL MANAGEMENTsellDependent Child$5.0M–$25.0M35d
Jun 1, 2026—MAI CAPITAL MANAGEMENTsellDependent Child$5.0M–$25.0M35d
Jun 1, 2026JPMJPMORGAN CHASE & CO. HYBRID PERPETUALbuySpouse$1K–$15K35d
Jun 2, 2026SYFSYNCHRONY FINANCIAL HYBRID PERPETUALbuyDependent Child$1K–$15K34d
Jun 2, 2026HDTHE HOME DEPOT, INC. CMNbuyDependent Child$15K–$50K34d
Jun 2, 2026MCDMC DONALDS CORP CMNbuyDependent Child$15K–$50K34d
Jun 2, 2026TAT&T INC. CMNbuyDependent Child$15K–$50K34d
Jun 2, 2026PNCPNC FINANCIAL SERVICES GROUP, CMNbuyDependent Child$15K–$50K34d
Jun 2, 2026DHRDANAHER CORPORATION CMNbuyDependent Child$15K–$50K34d
Jun 2, 2026CCITIGROUP INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026AIGAMERICAN INTL GROUP, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026TRVTHE TRAVELERS COMPANIES, INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026CTASCINTAS CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026LLOEWS CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026AJGARTHUR J GALLAGHER & CO CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026MMCMARSH ORD CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026RSGREPUBLIC SERVICES INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026MSFTMICROSOFT CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026KMBKIMBERLY-CLARK CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026PMPHILIP MORRIS INTL INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026TMUST-MOBILE US, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026CBCHUBB LIMITED CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026AVBAVALONBAY COMMUNITIES INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026METAMETA PLATFORMS INC-CLASS A CMN CLASS AbuyDependent Child$1K–$15K34d
Jun 2, 2026SYYSYSCO CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026CLCOLGATE-PALMOLIVE CO CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026SHWSHERWIN-WILLIAMS CO CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026SCHWCHARLES SCHWAB CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026USBU.S. BANCORP CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026ABTABBOTT LABORATORIES CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026UBERUBER TECHNOLOGIES, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026KRKROGER COMPANY CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026BSXBOSTON SCIENTIFIC CORP. COMMON STOCKbuyDependent Child$1K–$15K34d
Jun 2, 2026WRBW.R. BERKLEY CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026OTISOTIS WORLDWIDE CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026ADBEADOBE INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026XYLXYLEM INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026NOWSERVICENOW INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026LLYELI LILLY & CO CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026VVISA INC. CMN CLASS AbuyDependent Child$1K–$15K34d
Jun 2, 2026MAMASTERCARD INCORPORATED CMN CLASS AbuyDependent Child$1K–$15K34d
Jun 2, 2026URIUNITED RENTALS, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026SNPSSYNOPSYS, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026AMGNAMGEN INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026EGEVEREST GROUP LTD CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026FCXFREEPORT-MCMORAN INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026AMTAMERICAN TOWER CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026METMETLIFE, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026VEEVVEEVA SYSTEMS INC CMN CLASS AbuyDependent Child$1K–$15K34d
Jun 2, 2026PCARPACCAR INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026MAAMID-AMERICA APT CMNTYS INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026CVSCVS HEALTH CORP CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026CLXCLOROX CO (THE) (DELAWARE) CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026DLTRDOLLAR TREE STORES, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026MNSTMONSTER BEVERAGE CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026RFREGIONS FINANCIAL CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026CHDCHURCH & DWIGHT CO., INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026DGDOLLAR GENERAL CORPORATION CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026VRTXVERTEX PHARMACEUTICALS INCORPO CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026EXREXTRA SPACE STORAGE INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026CPTCAMDEN PROPERTY TRUST CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026AOSA.O. SMITH CORP (DEL) CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026VMCVULCAN MATERIALS CO CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026JCIJOHNSON CONTROLS INTERNATIONAL CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026CHTRCHARTER COMMUNICATIONS, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026INVHINVITATION HOMES INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026MKCMCCORMICK & CO NON VTG SHRS CMN CLASS NbuyDependent Child$1K–$15K34d
Jun 2, 2026GISGENERAL MILLS INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS AbuyDependent Child$1K–$15K34d
Jun 2, 2026MSIMOTOROLA SOLUTIONS INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026ROLROLLINS INC. REGOFF SCTASK0796638buyDependent Child$1K–$15K34d
Jun 2, 2026CDNSCADENCE DESIGN SYSTEMS INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026AAGILENT TECHNOLOGIES, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026AMCRAMCOR PLC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026CORCENCORA INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026ISRGINTUITIVE SURGICAL, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026CPRTCOPART, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026APOAPOLLO GLOBAL MANAGEMENT INC CMN CLASS AbuyDependent Child$1K–$15K34d
Jun 2, 2026ABBVABBVIE INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026BROBROWN & BROWN, INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026HCAHCA HEALTHCARE, INC CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026JNJJOHNSON & JOHNSON CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026KVUEKENVUE INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026MRKMERCK & CO., INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026IBMINTL BUSINESS MACHINES CORP CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026MSCIMSCI INC. CMNbuyDependent Child$1K–$15K34d
Jun 2, 2026BRK.BBERKSHIRE HATHAWAY INC. CLASS BsellDependent Child$50K–$100K34d
Jun 2, 2026BACBANK OF AMERICA CORP CMNsellDependent Child$15K–$50K34d
Jun 2, 2026PGRTHE PROGRESSIVE CORPORATION CMNsellDependent Child$15K–$50K34d
Jun 2, 2026OREALTY INCOME CORPORATION CMNsellDependent Child$15K–$50K34d
Jun 2, 2026PFEPFIZER INC. CMNsellDependent Child$15K–$50K34d
Jun 2, 2026WMTWALMART INC CMNsellDependent Child$15K–$50K34d
Jun 2, 2026INTUINTUIT INC CMNsellDependent Child$15K–$50K34d
Jun 2, 2026LOWLOWES COMPANIES INC CMNsellDependent Child$15K–$50K34d
Jun 2, 2026CMCSACOMCAST CORPORATION CMN CLASS A VOTINGsellDependent Child$15K–$50K34d
Jun 2, 2026PGTHE PROCTER & GAMBLE COMPANY CMNsellDependent Child$15K–$50K34d
Jun 2, 2026CICIGNA GROUP/THE CMNsellDependent Child$15K–$50K34d
Jun 2, 2026WMWASTE MANAGEMENT INC CMNsellDependent Child$15K–$50K34d
Jun 2, 2026COSTCOSTCO WHOLESALE CORPORATION CMNsellDependent Child$1K–$15K34d
Jun 2, 2026HBANHUNTINGTON BANCSHARES INCORPOR CMNsellDependent Child$1K–$15K34d
Jun 2, 2026MLMMARTIN MARIETTA MATERIALS, INC CMNsellDependent Child$1K–$15K34d
Jun 2, 2026CMECME GROUP INC. CMN CLASS AsellDependent Child$1K–$15K34d
Jun 2, 2026GPCGENUINE PARTS CO. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026HIGHARTFORD INSURANCE GROUP INC/T CMNsellDependent Child$1K–$15K34d
Jun 2, 2026TRMBTRIMBLE INC CMNsellDependent Child$1K–$15K34d
Jun 2, 2026STXSEAGATE TECHNOLOGY HOLDIN PLC CMNsellDependent Child$1K–$15K34d
Jun 2, 2026TTTRANE TECHNOLOGIES PUBLIC LIMI CMNsellDependent Child$1K–$15K34d
Jun 2, 2026TXNTEXAS INSTRUMENTS INC. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026JPMJPMORGAN CHASE & CO CMNsellDependent Child$1K–$15K34d
Jun 2, 2026ECLECOLAB INC. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026ITWILLINOIS TOOL WORKS CMNsellDependent Child$1K–$15K34d
Jun 2, 2026MCKMCKESSON CORPORATION CMNsellDependent Child$1K–$15K34d
Jun 2, 2026IQVIQVIA HOLDINGS INC CMNsellDependent Child$1K–$15K34d
Jun 2, 2026ICEINTERCONTINENTAL EXCHANGE INC CMNsellDependent Child$1K–$15K34d
Jun 2, 2026ACGLARCH CAPITAL GROUP LTD. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026AMEAMETEK INC (NEW) CMNsellDependent Child$1K–$15K34d
Jun 2, 2026TECHBIO-TECHNE CORPORATION CMNsellDependent Child$1K–$15K34d
Jun 2, 2026REGNREGENERON PHARMACEUTICAL INC CMNsellDependent Child$1K–$15K34d
Jun 2, 2026MTDMETTLER-TOLEDO INTL CMNsellDependent Child$1K–$15K34d
Jun 2, 2026BDXBECTON, DICKINSON AND COMPANY CMNsellDependent Child$1K–$15K34d
Jun 2, 2026ZTSZOETIS INC. CMN CLASS AsellDependent Child$1K–$15K34d
Jun 2, 2026MUMICRON TECHNOLOGY, INC. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026LIILENNOX INTERNATIONAL INC CMNsellDependent Child$1K–$15K34d
Jun 2, 2026ADMARCHER-DANIELS-MIDLAND COMPANY CMNsellDependent Child$1K–$15K34d
Jun 2, 2026VZVERIZON COMMUNICATIONS INC. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026WSTWEST PHARMACEUTICAL SERVICES INCsellDependent Child$1K–$15K34d
Jun 2, 2026AXPAMERICAN EXPRESS CO. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026TJXTJX COMPANIES INC (NEW) CMNsellDependent Child$1K–$15K34d
Jun 2, 2026CMGCHIPOTLE MEXICAN GRILL, INC. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026ALLALLSTATE CORPORATION COMMON STOCKsellDependent Child$1K–$15K34d
Jun 2, 2026EMEEMCOR GROUP, INC. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026FITBFIFTH THIRD BANCORP CMNsellDependent Child$1K–$15K34d
Jun 2, 2026CINFCINCINNATI FINANCIAL CRP CMNsellDependent Child$1K–$15K34d
Jun 2, 2026SWKSTANLEY BLACK & DECKER, INC. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026CVNACARVANA CO. CMN CLASS AsellDependent Child$1K–$15K34d
Jun 2, 2026DASHDOORDASH INC CMN CLASS AsellDependent Child$1K–$15K34d
Jun 2, 2026SBUXSTARBUCKS CORP. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026BLDRBUILDERS FIRSTSOURCE, INC. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026VICIVICI PROPERTIES INC. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026YUMYUM BRANDS, INC. CMNsellDependent Child$1K–$15K34d
Jun 2, 2026WYWEYERHAEUSER COMPANY CMNsellDependent Child$1K–$15K34d
Jun 2, 2026PODDINSULET CORPORATION CMNsellDependent Child$1K–$15K34d
Jun 2, 2026JKHYJACK HENRY & ASSOC INC CMNsellDependent Child$1K–$15K34d
Jun 2, 2026CBRECBRE GROUP, INC. CMN CLASS AsellDependent Child$1K–$15K34d
Jun 2, 2026AVYAVERY DENNISON CORPORATION CMNsellDependent Child$1K–$15K34d
Jun 2, 2026WATWATERS CORPORATION COMMON STOCKsellDependent Child$1K–$15K34d
Jun 2, 2026TENBTENABLE HOLDINGS, INC CMNsellSpouse$1K–$15K34d
Jun 2, 2026—CLEVELAND OHIO WTR REV REV 5% 01/01/27 JDbuyDependent Child$15K–$50K34d
Jun 2, 2026—ALASKA ST HSG FIN CORP REV 5% 12/01/27 JDbuySpouse$50K–$100K34d
Jun 2, 2026SYFSYNCHRONY FINANCIAL HYBRID PERPETUALbuySpouse$1K–$15K34d
Jun 3, 2026SYFSYNCHRONY FINANCIAL HYBRID PERPETUALbuySpouse$1K–$15K33d
Jun 4, 2026XSPPUT/XSP @ 715 EXP 08/07/2026sellSpouse$1K–$15K32d
Jun 4, 2026—LAKEWOOD OHIO GO 5% 12/01/25 JDbuyDependent Child$1K–$15K32d
Jun 5, 2026AVGOBROADCOM INC. CMNbuyDependent Child$15K–$50K31d
Jun 5, 2026MLMMARTIN MARIETTA MATERIALS, INC CMNbuyDependent Child$15K–$50K31d
Jun 5, 2026MRVLMARVELL TECHNOLOGY, INC. CMNbuyDependent Child$1K–$15K31d
Jun 5, 2026MSFTMICROSOFT CORPORATION CMNbuyDependent Child$1K–$15K31d
Jun 5, 2026NVDANVIDIA CORPORATION CMNbuyDependent Child$1K–$15K31d
Jun 5, 2026URIUNITED RENTALS, INC. CMNbuyDependent Child$1K–$15K31d
Jun 5, 2026ETNEATON CORP PLC CMNbuyDependent Child$1K–$15K31d
Jun 5, 2026AMTAMERICAN TOWER CORPORATION CMNbuyDependent Child$1K–$15K31d
Jun 5, 2026TMUST-MOBILE US, INC. CMNbuyDependent Child$1K–$15K31d
Jun 5, 2026SBUXSTARBUCKS CORP. CMNbuyDependent Child$1K–$15K31d
Jun 5, 2026WMTWALMART INC CMNbuyDependent Child$1K–$15K31d
Jun 5, 2026MSCALL/MS FLEX EURO PM @ 187.5 EXP 06/05/2026buyDependent Child$1K–$15K31d
Jun 5, 2026AAPLCALL/AAPL FLEX EURO PM 285 EXP 06/05/2026buyDependent Child$1K–$15K31d
Jun 5, 2026ODFLCALL/ODFL FLEX EURO PM 235 EXP 06/05/2026buyDependent Child$1K–$15K31d
Jun 5, 2026NVDACALL/NVDA FLEX EURO PM 205 EXP 06/05/2026buyDependent Child$1K–$15K31d
Jun 5, 2026AMZNCALL/AMZN FLEX EURO PM 245 EXP 06/05/2026buyDependent Child$1K–$15K31d
Jun 5, 2026APDAIR PRODUCTS & CHEMICALS INC CMNsellDependent Child$15K–$50K31d
Jun 5, 2026CCEPCOCA-COLA EUROPEAN PARTNERS PL CMNsellDependent Child$1K–$15K31d
Jun 5, 2026ROKROCKWELL AUTOMATION INC CMNsellDependent Child$1K–$15K31d
Jun 5, 2026JPMJPMORGAN CHASE & CO CMNsellDependent Child$1K–$15K31d
Jun 5, 2026AAPLAPPLE INC. CMNsellDependent Child$1K–$15K31d
Jun 5, 2026AMZNAMAZON.COM INC CMNsellDependent Child$1K–$15K31d
Jun 5, 2026—STATE OF OHIO GO 5.0000% 09/15/31 MSbuyDependent Child$1K–$15K31d
Jun 5, 2026—OHIO ST REV 5% 02/01/27 FAbuyDependent Child$1K–$15K31d
Jun 10, 2026VYXNCR VOYIX CORP CMN CLASS AbuySpouse$1K–$15K26d
Jun 10, 2026—STATE OF OHIO GEN OBLIGATION GO 5.0000% 05/01/27 MNbuyDependent Child$1K–$15K26d
Jun 10, 2026—OHIO ST DB 5% 05/01/27 MNbuyDependent Child$1K–$15K26d
Jun 11, 2026—RIVERSOUTH AUTH OHIO REV REV 5% 12/01/27 JDbuySpouse$50K–$100K25d
Jun 12, 2026EWAISHARES MSCI AUSTRALIA ETFbuySpouse$1K–$15K24d
Jun 12, 2026CMPGYCOMPASS GROUP PLC SPONSORED ADR CMNbuySpouse$1K–$15K24d
Jun 12, 2026ASMLASML HOLDING N.V. ADR CMNbuySpouse$1K–$15K24d
Jun 12, 2026—CALL/UBS FLEX EURO PM @ 47 EXP 06/12/2026buySpouse$1K–$15K24d
Jun 12, 2026—CHILLICOTHE OHIO CITY SCH DIST GO 5% 12/01/26 JDbuyDependent Child$1K–$15K24d
Jun 15, 2026UBERUBER TECHNOLOGIES, INC. CMNbuyDependent Child$1K–$15K21d
Jun 15, 2026UBERUBER TECHNOLOGIES, INC. CMNbuySpouse$1K–$15K21d
Jun 15, 2026PENNPENN ENTERTAINMENT INC CMNsellSpouse$1K–$15K21d
Jun 15, 2026PINSPINTEREST INC CMN CLASS AsellSpouse$1K–$15K21d
Jun 16, 2026MAMASTERCARD INCORPORATED CMN CLASS AbuySpouse$15K–$50K20d
Jun 16, 2026HDTHE HOME DEPOT, INC. CMNbuySpouse$15K–$50K20d
Jun 16, 2026TAT&T INC. CMNbuySpouse$15K–$50K20d
Jun 16, 2026BKNGBOOKING HOLDINGS INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026ICEINTERCONTINENTAL EXCHANGE INC CMNbuySpouse$1K–$15K20d
Jun 16, 2026AMGNAMGEN INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026COFCAPITAL ONE FINANCIAL CORP CMNbuySpouse$1K–$15K20d
Jun 16, 2026TMUST-MOBILE US, INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026MMCMARSH ORD CMNbuySpouse$1K–$15K20d
Jun 16, 2026MRKMERCK & CO., INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026UBERUBER TECHNOLOGIES, INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026HONHONEYWELL INTL INC CMNbuySpouse$1K–$15K20d
Jun 16, 2026AJGARTHUR J GALLAGHER & CO CMNbuySpouse$1K–$15K20d
Jun 16, 2026SYKSTRYKER CORPORATION CMNbuySpouse$1K–$15K20d
Jun 16, 2026CSGPCOSTAR GROUP, INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026CRMSALESFORCE INC CMNbuySpouse$1K–$15K20d
Jun 16, 2026CHTRCHARTER COMMUNICATIONS, INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026JNJJOHNSON & JOHNSON CMNbuySpouse$1K–$15K20d
Jun 16, 2026ECLECOLAB INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026DHRDANAHER CORPORATION CMNbuySpouse$1K–$15K20d
Jun 16, 2026NFLXNETFLIX, INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026SPGIS&P GLOBAL INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026ZTSZOETIS INC. CMN CLASS AbuySpouse$1K–$15K20d
Jun 16, 2026CTASCINTAS CORPORATION CMNbuySpouse$1K–$15K20d
Jun 16, 2026NRGNRG ENERGY, INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026ACNACCENTURE PLC CMN CLASS AbuySpouse$1K–$15K20d
Jun 16, 2026VEEVVEEVA SYSTEMS INC CMN CLASS AbuySpouse$1K–$15K20d
Jun 16, 2026VSTVISTRA CORP CMNbuySpouse$1K–$15K20d
Jun 16, 2026RSGREPUBLIC SERVICES INC CMNbuySpouse$1K–$15K20d
Jun 16, 2026GISGENERAL MILLS INC CMNbuySpouse$1K–$15K20d
Jun 16, 2026ROLROLLINS INC. REGOFF SCTASK0796638buySpouse$1K–$15K20d
Jun 16, 2026REGNREGENERON PHARMACEUTICAL INC CMNbuySpouse$1K–$15K20d
Jun 16, 2026MKCMCCORMICK & CO NON VTG SHRS CMN CLASS NbuySpouse$1K–$15K20d
Jun 16, 2026PGTHE PROCTER & GAMBLE COMPANY CMNbuySpouse$1K–$15K20d
Jun 16, 2026MOSMOSAIC COMPANY (THE) CMNbuySpouse$1K–$15K20d
Jun 16, 2026EMREMERSON ELECTRIC CO. CMNbuySpouse$1K–$15K20d
Jun 16, 2026BROBROWN & BROWN, INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026TTDTRADE DESK, INC. (THE) CMNbuySpouse$1K–$15K20d
Jun 16, 2026PODDINSULET CORPORATION CMNbuySpouse$1K–$15K20d
Jun 16, 2026LULULULULEMON ATHLETICA INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026VLTOVERALTO CORPORATION CMNbuySpouse$1K–$15K20d
Jun 16, 2026RMDRESMED INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026BRBROADRIDGE FINANCIAL SOLUTIONS IN CMNbuySpouse$1K–$15K20d
Jun 16, 2026VRSKVERISK ANALYTICS, INC. CMNbuySpouse$1K–$15K20d
Jun 16, 2026CEGCONSTELLATION ENERGY CORP CMNbuySpouse$1K–$15K20d
Jun 16, 2026MSIMOTOROLA SOLUTIONS INC CMNbuySpouse$1K–$15K20d
Jun 16, 2026VVISA INC. CMN CLASS AsellSpouse$15K–$50K20d
Jun 16, 2026CMECME GROUP INC. CMN CLASS AsellSpouse$15K–$50K20d
Jun 16, 2026CMCSACOMCAST CORPORATION CMN CLASS A VOTINGsellSpouse$15K–$50K20d
Jun 16, 2026SCHWCHARLES SCHWAB CORPORATION CMNsellSpouse$15K–$50K20d
Jun 16, 2026GILDGILEAD SCIENCES CMNsellSpouse$15K–$50K20d
Jun 16, 2026BMYBRISTOL-MYERS SQUIBB COMPANY CMNsellSpouse$1K–$15K20d
Jun 16, 2026ISRGINTUITIVE SURGICAL, INC. CMNsellSpouse$1K–$15K20d
Jun 16, 2026BSXBOSTON SCIENTIFIC CORP. COMMON STOCKsellSpouse$1K–$15K20d
Jun 16, 2026INTUINTUIT INC CMNsellSpouse$1K–$15K20d
Jun 16, 2026NEENEXTERA ENERGY, INC. CMNsellSpouse$1K–$15K20d
Jun 16, 2026PFEPFIZER INC. CMNsellSpouse$1K–$15K20d
Jun 16, 2026TSLATESLA, INC. CMNsellSpouse$1K–$15K20d
Jun 16, 2026APDAIR PRODUCTS & CHEMICALS INC CMNsellSpouse$1K–$15K20d
Jun 16, 2026ADBEADOBE INC CMNsellSpouse$1K–$15K20d
Jun 16, 2026PYPLPAYPAL HOLDINGS, INC. CMNsellSpouse$1K–$15K20d
Jun 16, 2026WFCWELLS FARGO & COMPANY CMNsellSpouse$1K–$15K20d
Jun 16, 2026ORLYO'REILLY AUTOMOTIVE, INC. CMNsellSpouse$1K–$15K20d
Jun 16, 2026FIFISERV, INC. CMNsellSpouse$1K–$15K20d
Jun 16, 2026DOWDOW INC CMNsellSpouse$1K–$15K20d
Jun 16, 2026HIGHARTFORD INSURANCE GROUP INC/T CMNsellSpouse$1K–$15K20d
Jun 16, 2026PINSPINTEREST INC CMN CLASS AsellSpouse$1K–$15K20d
Jun 16, 2026SBUXSTARBUCKS CORP. CMNsellSpouse$1K–$15K20d
Jun 16, 2026DISWALT DISNEY COMPANY (THE) CMNsellSpouse$1K–$15K20d
Jun 16, 2026PEPPEPSICO, INC. CMNsellSpouse$1K–$15K20d
Jun 16, 2026LIONLIONSGATE STUDIOS CORP CMNsellSpouse$1K–$15K20d
Jun 16, 2026ZBRAZEBRA TECHNOLOGIES INC CMN CLASS AsellSpouse$1K–$15K20d
Jun 16, 2026CPRTCOPART, INC. CMNsellSpouse$1K–$15K20d
Jun 16, 2026WBDWARNER BROS DISCOVERY INC CMN CLASS AsellSpouse$1K–$15K20d
Jun 16, 2026LITELUMENTUM HOLDINGS INC. CMNbuyDependent Child$15K–$50K20d
Jun 16, 2026ARMARM HOLDINGS PLC ADR CMNbuyDependent Child$15K–$50K20d
Jun 16, 2026PLTRPALANTIR TECHNOLOGIES INC. CMNbuyDependent Child$1K–$15K20d
Jun 16, 2026AVGOBROADCOM INC. CMNbuyDependent Child$1K–$15K20d
Jun 16, 2026SNOWSNOWFLAKE INC. CMN CLASS AbuyDependent Child$1K–$15K20d
Jun 16, 2026—VERMONT MUN BD BK REV 5% 12/01/26 JDbuyDependent Child$1K–$15K20d
Jun 16, 2026GOOGLALPHABET INC. CMN CLASS AbuyDependent Child$1K–$15K20d
Jun 16, 2026AMZNAMAZON.COM INC CMNbuyDependent Child$1K–$15K20d
Jun 16, 2026MSFTMICROSOFT CORPORATION CMNbuyDependent Child$1K–$15K20d
Jun 16, 2026PANWPALO ALTO NETWORKS INC. CMNbuyDependent Child$1K–$15K20d
Jun 16, 2026ZSZSCALER, INC. CMNbuyDependent Child$1K–$15K20d
Jun 16, 2026APPAPPLOVIN CORPORATION CMN CLASS AsellDependent Child$15K–$50K20d
Jun 16, 2026AMATAPPLIED MATERIALS INC CMNsellDependent Child$15K–$50K20d
Jun 16, 2026MRVLMARVELL TECHNOLOGY, INC. CMNsellDependent Child$15K–$50K20d
Jun 16, 2026MUMICRON TECHNOLOGY, INC. CMNsellDependent Child$1K–$15K20d
Jun 16, 2026COHRCOHERENT CORP CMNsellDependent Child$1K–$15K20d
Jun 17, 2026UBERUBER TECHNOLOGIES, INC. CMNbuySpouse$1K–$15K19d
Jun 17, 2026BACBANK OF AMERICA CORP CMNsellSpouse$1K–$15K19d
Jun 17, 2026PENNPENN ENTERTAINMENT INC CMNsellSpouse$1K–$15K19d
Jun 18, 2026UBERUBER TECHNOLOGIES, INC. CMNbuySpouse$1K–$15K18d
Jun 18, 2026WMTWALMART INC CMNsellSpouse$1K–$15K18d
Jun 18, 2026INTCINTEL CORPORATION CMNsellSpouse$1K–$15K18d
Jun 18, 2026CRMSALESFORCE INC CMNsellSpouse$1K–$15K18d
Jun 18, 2026XSPPUT/XSP @ 710 EXP 08/31/2026sellSpouse$1K–$15K18d
Jun 18, 2026EXEEXPAND ENERGY CORP CMNbuyDependent Child$1K–$15K18d
Jun 18, 2026MPWRMONOLITHIC POWER SYSTEMS, INC. CMNbuyDependent Child$1K–$15K18d
Jun 18, 2026XOMEXXON MOBIL CORPORATION CMNsellDependent Child$1K–$15K18d
Jun 18, 2026EQTEQT CORPORATION CMNsellDependent Child$1K–$15K18d
Jun 22, 2026COOCOOPER COS INC/THE CMNbuyDependent Child$1K–$15K14d
Jun 22, 2026PENNPENN ENTERTAINMENT INC CMNsellDependent Child$1K–$15K14d
Jun 22, 2026UBERUBER TECHNOLOGIES, INC. CMNbuySpouse$1K–$15K14d
Jun 22, 2026COOCOOPER COS INC/THE CMNbuySpouse$1K–$15K14d

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