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Morgan Stanley (MS)
Walmart, Inc. (WMT)
Thermo Fisher Scientific, Inc. (TMO)
PepsiCo, Inc. (PEP)
The PNC Financial Services Group, Inc. (PNC)
Microsoft Corp. (MSFT)
Lowe's Cos., Inc. (LOW)
International Business Machines Corp. (IBM)
Danaher Corp. (DHR)
Apple, Inc. (AAPL)
| Asset | Side | Value filed | Traded | Disclosed | Price at trade | Price now | Source |
|---|---|---|---|---|---|---|---|
MORGAN STANLEYDetails +Hide detailsMorgan Stanley (MS) | Sold | $1K - $15K | Apr 1, 2025 | Jun 6, 2025 | $115.74 | $190.64+64.7% | Filing |
Walmart Inc.Details +Hide detailsWalmart, Inc. (WMT) | Sold | $1K - $15K | Mar 24, 2025 | Jun 6, 2025 | $87.49 | $126.19+44.2% | Filing |
THERMO FISHER SCIENTIFIC INC.Details +Hide detailsThermo Fisher Scientific, Inc. (TMO) | Sold | $1K - $15K | Mar 24, 2025 | Jun 6, 2025 | $519.90 | $699.44+34.5% | Filing |
PEPSICO INCDetails +Hide detailsPepsiCo, Inc. (PEP) | Sold | $1K - $15K | Mar 24, 2025 | Jun 6, 2025 | $146.45 | $145.44-0.7% | Filing |
PNC FINANCIAL SERVICES GROUP, INC.Details +Hide detailsThe PNC Financial Services Group, Inc. (PNC) | Sold | $1K - $15K | Mar 24, 2025 | Jun 6, 2025 | $176.54 | $231.03+30.9% | Filing |
MICROSOFT CORPDetails +Hide detailsMicrosoft Corp. (MSFT) | Sold | $1K - $15K | Mar 24, 2025 | Jun 6, 2025 | $393.08 | $523.00+33.1% | Filing |
LOWES COMPANIES INCDetails +Hide detailsLowe's Cos., Inc. (LOW) | Sold | $1K - $15K | Mar 24, 2025 | Jun 6, 2025 | $232.89 | $227.87-2.2% | Filing |
INTERNATIONAL BUSINESS MACHINES CORPDetails +Hide detailsInternational Business Machines Corp. (IBM) | Sold | $1K - $15K | Mar 24, 2025 | Jun 6, 2025 | $248.45 | $244.67-1.5% | Filing |
DANAHER CORP /DE/Details +Hide detailsDanaher Corp. (DHR) | Sold | $1K - $15K | Mar 24, 2025 | Jun 6, 2025 | $212.80 | $232.16+9.1% | Filing |
Apple Inc.Details +Hide detailsApple, Inc. (AAPL) | Sold | $15K - $50K | Mar 24, 2025 | Jun 6, 2025 | $220.73 | $354.88+60.8% | Filing |
Disclosed amounts are ranges. Trades are not current holdings.
Public filings, shown as filed. Federal law (5 U.S.C. 13107) limits some uses.
29 stock trades from periodic reports, Feb 2025 to Apr 2025.
| Month | Buys | Sales | Stocks | Buy value | Sale value |
|---|---|---|---|---|---|
| Apr 2025 | 0 | 1 | 1 | - | $1K - $15K |
| Mar 2025 | 0 | 23 | 23 | - | $107K - $555K |
| Feb 2025 | 0 | 5 | 5 | - | $33K - $145K |
By trade date, from periodic reports (OGE 278-T) only. A month missing here may be in the annual report. Values are filed ranges added up, not amounts paid.
Ranked by value range, buys and sales each.
| Stock | Side | Trade date | Value range |
|---|---|---|---|
| AppleAAPL | Sale | Mar 24, 2025 | $15K - $50K |
| AlphabetGOOG | Sale | Mar 24, 2025 | $15K - $50K |
| T-Mobile USTMUS | Sale | Mar 24, 2025 | $15K - $50K |
| Amazon.comAMZN | Sale | Mar 24, 2025 | $15K - $50K |
| Ares CapitalARCC | Sale | Mar 24, 2025 | $15K - $50K |