DateSecurityTypeAmountFiledOwner
2026-03-06Pennsylvania State Turnpike Commission Bond [GS]Buy$50.0K – $100.0K2026-03-18self
2026-02-03US Treasury Note 01/31/27 [GS]Buy$1.0K – $15.0K2026-02-22self
2025-12-11KKellanova Common Stock (K) [ST]Sell$1.0K – $15.0K2025-12-19self 2025-11-25Souderton, PA Municipal Bond [GS]Sell$50.0K – $100.0K2025-12-19self
2025-11-19SPY Option [OT]Buy$50.0K – $100.0K2025-12-19self
2025-11-19SPY Option [OT] F S: New S O: KCI Holdings LLC > LPL Brokerage Account L: US D: CALL SPDR S&P 500 ETF TR $550 EXP 09/18/26 C: All investment decisions related to my personal financial portfolio are delegated to professional financial 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.Buy$1.0K – $15.0K2025-12-19self
2025-11-19SPY Option [OT]Buy$15.0K – $50.0K2025-12-19self
2025-11-19BRKB Option [OT]Buy$1.0K – $15.0K2025-12-19self
2025-11-19BRKB Option [OT]Buy$15.0K – $50.0K2025-12-19self
2025-09-16SPY Option [OT] F S: New S O: Kuharchik 401k L: US D: CALL SPDR S&P 500 ETF TR $470 EXP 09/19/25 C: All investment decisions related to my personal financial portfolio are delegated to professional financial 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.Buy$15.0K – $50.0K2025-10-14self
2025-09-16SPY Option [OT]Buy$15.0K – $50.0K2025-10-14self
2025-09-16SPY Option [OT] F S: New S O: KCI Holdings LLC > LPL Brokerage Account L: US D: CALL SPDR S&P 500 ETF TR $550 EXP 09/18/26 C: All investment decisions related to my personal financial portfolio are delegated to professional financial 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.Sell$1.0K – $15.0K2025-10-14self
2025-09-16QQQ Option [OT]Buy$1.0K – $15.0K2025-10-14self
2025-09-15QQQ Option [OT] F S: New S O: Joint Ownership LPL Account L: US D: CALL INVESCO QQQ $450 EXP 09/19/25 C: All investment decisions related to my personal financial portfolio are delegated to professional financial 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.Buy$1.0K – $15.0K2025-10-14joint
2025-09-15IWM Option [OT]Buy$1.0K – $15.0K2025-10-14joint
2025-09-15IWM Option [OT] F S: New S O: LPL Account I L: US D: CALL ISHARES RUSSELL 2000 $175 EXP 09/19/25 C: All investment decisions related to my personal financial portfolio are delegated to professional financial 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.Buy$1.0K – $15.0K2025-10-14self
2025-07-21Pennsylvania State University Municipal Bond [GS]Buy$50.0K – $100.0K2025-08-25self
2025-06-25ZMZoom Communications, Inc. - Class A Common Stock (ZM) [ST] F S: New S O: JP Morgan Brokerage Account #2Sell$1.0K – $15.0K2025-07-08self 2025-06-24COINCoinbase Global, Inc. - Class A Common Stock (COIN) [ST] F S: New S O: JP Morgan Brokerage Account #2Buy$1.0K – $15.0K2025-07-08self 2025-06-24CRCLCircle Internet Group, Inc. Class A Common Stock (CRCL) [ST]Buy$1.0K – $15.0K2025-07-08self 2025-06-23AMZNAmazon.com, Inc. - Common Stock (AMZN) [ST] F S: New S O: JP Morgan Brokerage Account #2Sell$1.0K – $15.0K2025-07-08self 2025-06-16CALL SPDR S&P 500 ETF [OT] F S: New S O: RPB Ventures LLC > LPL Account L: US D: CALL SPDR S&P 500 ETF TR $500 EXP 06/18/26 UNIT SER 1 C: Sell to Open – New Covered Call ContractSell$1.0K – $15.0K2025-07-08self
2025-06-16CALL SPDR S&P 500 ETF [OT]Buy$1.0K – $15.0K2025-07-08self
2025-06-16CALL BERKSHIRE CL B [OT]Sell$1.0K – $15.0K2025-07-08self
2025-06-16CALL BERKSHIRE CL B [OT]Sell$50.0K – $100.0K2025-07-08self
2025-06-13CBChubb Limited Common Stock (CB) [ST] F S: New S O: LPL Account ISell$1.0K – $15.0K2025-06-23self 2025-06-11INTCIntel Corporation - Common Stock (INTC) [ST] F S: New S O: JP Morgan Brokerage Account #2Sell$1.0K – $15.0K2025-07-08self 2025-06-11GTLBGitLab Inc. - Class A Common Stock (GTLB) [ST] F S: New S O: JP Morgan Brokerage Account #2Sell$1.0K – $15.0K2025-07-08self 2025-06-11DDOGDatadog, Inc. - Class A Common Stock (DDOG) [ST] F S: New S O: JP Morgan Brokerage Account #2Sell$1.0K – $15.0K2025-07-08self 2025-06-11AVGOBroadcom Inc. - Common Stock (AVGO) [ST] F S: New S O: JP Morgan Brokerage Account #2Buy$1.0K – $15.0K2025-07-08self 2025-06-11TEAMAtlassian Corporation - Class A Common Stock (TEAM) [ST]Sell$1.0K – $15.0K2025-07-08self 2025-06-06ZMZoom Communications, Inc. - Class A Common Stock (ZM) [ST]Sell$1.0K – $15.0K2025-07-08self 2025-06-06INTCIntel Corporation - Common Stock (INTC) [ST]Sell$1.0K – $15.0K2025-07-08self 2025-06-06APPApplovin Corporation - Class A Common Stock (APP) [ST]Buy$1.0K – $15.0K2025-07-08self 2025-06-05TSLATesla, Inc. - Common Stock (TSLA) [ST] F S: New S O: JP Morgan Brokerage Account #2Buy$1.0K – $15.0K2025-07-08self 2025-06-05SPOTSpotify Technology S.A. Ordinary Shares (SPOT) [ST]Buy$1.0K – $15.0K2025-07-08self 2025-06-03GTLBGitLab Inc. - Class A Common Stock (GTLB) [ST]Sell$1.0K – $15.0K2025-07-08self 2025-06-03CRDOCredo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST]Buy$1.0K – $15.0K2025-07-08self 2025-06-03TEAMAtlassian Corporation - Class A Common Stock (TEAM) [ST] F S: New S O: JP Morgan Brokerage Account #2Sell$1.0K – $15.0K2025-07-08self 2025-06-02OR ST SER J Municipal Bond [GS]Sell$100.0K – $250.0K2025-07-08self
2025-06-02MCDMcDonald's Corporation Common Stock (MCD) [ST]Sell$15.0K – $50.0K2025-06-23self 2025-05-29VEEVVeeva Systems Inc. Class A Common Stock (VEEV) [ST] F S: New S O: JP Morgan Brokerage Account #2Buy$1.0K – $15.0K2025-06-23self 2025-05-29OKTAOkta, Inc. - Class A Common Stock (OKTA) [ST]Sell$1.0K – $15.0K2025-06-23self 2025-05-29NVDANVIDIA Corporation - Common Stock (NVDA) [ST]Buy$1.0K – $15.0K2025-06-23self 2025-05-29ANETArista Networks, Inc. Common Stock (ANET) [ST]Sell$1.0K – $15.0K2025-06-23self 2025-05-23TSLATesla, Inc. - Common Stock (TSLA) [ST]Buy$1.0K – $15.0K2025-06-23self 2025-05-23SNOWSnowflake Inc. Class A Common Stock (SNOW) [ST] F S: New S O: JP Morgan Brokerage Account #2Buy$1.0K – $15.0K2025-06-23self 2025-05-23NVDANVIDIA Corporation - Common Stock (NVDA) [ST] F S: New S O: JP Morgan Brokerage Account #2Buy$1.0K – $15.0K2025-06-23self 2025-05-23NUNu Holdings Ltd. Class A Ordinary Shares (NU) [ST] F S: New S O: JP Morgan Brokerage Account #2Sell$1.0K – $15.0K2025-06-23self 2025-05-23GWREGuidewire Software, Inc. Common Stock (GWRE) [ST] F S: New S O: JP Morgan Brokerage Account #2Sell$1.0K – $15.0K2025-06-23self