Not financial advice. ThetaGrade is educational and informational only. Nothing here is a recommendation to buy or sell any security, and it is not tailored to anyone. Options involve substantial risk; read the OCC Characteristics and Risks of Standardized Options. Past performance does not guarantee future results. Methodology

Stephen I Miran

Governor

77 trades · 7 buys · 70 sells · files ~92 days after trading · last filing 2026-04-25

Trades are filed weeks after they happen and amounts are reported as ranges. Educational, not financial advice.

Trade history

Traded	Filed	Days	Stock	Type	Amount
2026-03-02	2026-04-25	54	BBH LIMITED DURATION FUND CL I	Sell	$500K–$1M	Filing ↗
2026-03-02	2026-04-25	54	BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES	Sell	$100K–$250K	Filing ↗
2026-02-20	2026-04-25	64	BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES	Sell	$100K–$250K	Filing ↗
2026-02-06	2026-04-25	78	BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES	Sell	$100K–$250K	Filing ↗
2026-01-30	2026-04-25	85	BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES	Sell	$100K–$250K	Filing ↗
2026-01-21	2026-04-25	94	BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES	Sell	$100K–$250K	Filing ↗
2026-01-20	2026-04-25	95	BBH Wealth Strategies, LLC - SILVER POINT DISTRESSED OPPORTUNITY II SERIES	Buy	$1K–$15K	Filing ↗
2025-11-14	2025-12-31	47	ISHARES S&P 500 INDEX FUND - IVV	Buy	$500K–$1M	Filing ↗
2025-06-13	2025-09-06	85	SHYD VanEck Vectors Short High-Yield Municipal IndexETF	BuyOpen	$100K–$250K	Filing ↗
2025-06-09	2025-09-06	89	ABT Abbott Laboratories	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	ADBE Adobe Inc	Sell	$50K–$100K	Filing ↗
2025-06-09	2025-09-06	89	ADP Automatic Data Processing Inc.	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	BRK.B Berkshire Hathaway Inc.	Sell	$100K–$250K	Filing ↗
2025-06-09	2025-09-06	89	BKNG Booking Holdings Inc.	Sell	$50K–$100K	Filing ↗
2025-06-09	2025-09-06	89	BFAM Bright Horizons Family Solutions	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	BRO Brown & Brown Inc.	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	BRKR Bruker Corp	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	CDNS Cadence Design Systems Inc.	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	CBRE CBRE Group	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	COST Costco Whotesale Corp	Sell	$50K–$100K	Filing ↗
2025-06-09	2025-09-06	89	DAR Darling Ingredients Inc.	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	Advanced Drainage System Inc.	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	ENTG Entegris Inc	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	GFL GFL Environmental	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	Globant SA	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	GWRE Guidewire Software Inc	Sell	$50K–$100K	Filing ↗
2025-06-09	2025-09-06	89	GXO Logistics Incorporated	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	HEI Heico Corp	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	ICLR Icon PLC	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	KLA Corporation	Sell	$100K–$250K	Filing ↗
2025-06-09	2025-09-06	89	LIN Linde PLC	Sell	$100K–$250K	Filing ↗
2025-06-09	2025-09-06	89	LPLA LPL Financial Holdings Inc	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	ALC Alcon Inc.	Sell	$50K–$100K	Filing ↗
2025-06-09	2025-09-06	89	MA Mastercard Incorporated	Sell	$100K–$250K	Filing ↗
2025-06-09	2025-09-06	89	MSFT Microsoft Corp	Sell	$100K–$250K	Filing ↗
2025-06-09	2025-09-06	89	NKE Nike Inc.	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	ORCL Oracle Corp.	Sell	$100K–$250K	Filing ↗
2025-06-09	2025-09-06	89	Otis Worldwide Corporation	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	Progressive Corp Ohio	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	SPGI S&P Global Inc	Sell	$50K–$100K	Filing ↗
2025-06-09	2025-09-06	89	FOUR Shift4 Payments Inc.	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	TTWO Take-Two Interactive Software	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	TXN Texas Instruments Inc	Sell	$50K–$100K	Filing ↗
2025-06-09	2025-09-06	89	GOOGL Alphabet Inc.	Sell	$100K–$250K	Filing ↗
2025-06-09	2025-09-06	89	TMO Thermo Fisher Scientific Inc.	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	TORO Toro Co	Sell	$1K–$15K	Filing ↗
2025-06-09	2025-09-06	89	ULSolutions Inc.	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	Unlted Health Group	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	VMC Vulcan Materials Co.	Sell	$15K–$50K	Filing ↗
2025-06-09	2025-09-06	89	WM Waste Management Inc.	Sell	$100K–$250K	Filing ↗

BBH LIMITED DURATION FUND CL I
Sell
$500K–$1M · traded 2026-03-02 · filed 2026-04-25 (54d) · Filing ↗
BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES
Sell
$100K–$250K · traded 2026-03-02 · filed 2026-04-25 (54d) · Filing ↗
BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES
Sell
$100K–$250K · traded 2026-02-20 · filed 2026-04-25 (64d) · Filing ↗
BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES
Sell
$100K–$250K · traded 2026-02-06 · filed 2026-04-25 (78d) · Filing ↗
BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES
Sell
$100K–$250K · traded 2026-01-30 · filed 2026-04-25 (85d) · Filing ↗
BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES
Sell
$100K–$250K · traded 2026-01-21 · filed 2026-04-25 (94d) · Filing ↗
BBH Wealth Strategies, LLC - SILVER POINT DISTRESSED OPPORTUNITY II SERIES
Buy
$1K–$15K · traded 2026-01-20 · filed 2026-04-25 (95d) · Filing ↗
ISHARES S&P 500 INDEX FUND - IVV
Buy
$500K–$1M · traded 2025-11-14 · filed 2025-12-31 (47d) · Filing ↗
SHYD VanEck Vectors Short High-Yield Municipal IndexETF
OpenBuy
$100K–$250K · traded 2025-06-13 · filed 2025-09-06 (85d) · Filing ↗
ABT Abbott Laboratories
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
ADBE Adobe Inc
Sell
$50K–$100K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
ADP Automatic Data Processing Inc.
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
BRK.B Berkshire Hathaway Inc.
Sell
$100K–$250K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
BKNG Booking Holdings Inc.
Sell
$50K–$100K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
BFAM Bright Horizons Family Solutions
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
BRO Brown & Brown Inc.
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
BRKR Bruker Corp
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
CDNS Cadence Design Systems Inc.
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
CBRE CBRE Group
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
COST Costco Whotesale Corp
Sell
$50K–$100K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
DAR Darling Ingredients Inc.
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
Advanced Drainage System Inc.
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
ENTG Entegris Inc
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
GFL GFL Environmental
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
Globant SA
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
GWRE Guidewire Software Inc
Sell
$50K–$100K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
GXO Logistics Incorporated
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
HEI Heico Corp
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
ICLR Icon PLC
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
KLA Corporation
Sell
$100K–$250K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
LIN Linde PLC
Sell
$100K–$250K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
LPLA LPL Financial Holdings Inc
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
ALC Alcon Inc.
Sell
$50K–$100K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
MA Mastercard Incorporated
Sell
$100K–$250K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
MSFT Microsoft Corp
Sell
$100K–$250K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
NKE Nike Inc.
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
ORCL Oracle Corp.
Sell
$100K–$250K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
Otis Worldwide Corporation
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
Progressive Corp Ohio
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
SPGI S&P Global Inc
Sell
$50K–$100K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
FOUR Shift4 Payments Inc.
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
TTWO Take-Two Interactive Software
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
TXN Texas Instruments Inc
Sell
$50K–$100K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
GOOGL Alphabet Inc.
Sell
$100K–$250K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
TMO Thermo Fisher Scientific Inc.
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
TORO Toro Co
Sell
$1K–$15K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
ULSolutions Inc.
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
Unlted Health Group
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
VMC Vulcan Materials Co.
Sell
$15K–$50K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗
WM Waste Management Inc.
Sell
$100K–$250K · traded 2025-06-09 · filed 2025-09-06 (89d) · Filing ↗

Open means no later sale of that stock has been filed. Owner is who holds the account, as reported.