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

Recent government trades

Every trade, newest filing first.

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

Traded	Filed	Days	Official	Stock	Type	Amount	Owner
2025-06-16	2026-02-27	256	John Phelan	MSD EIV Private, LLC (JRK Investments III)	Buy	$100K–$250K		Filing ↗
2025-06-16	2026-02-27	256	John Phelan	TMG VCLR Investor, LLC	Buy	$1K–$15K		Filing ↗
2025-06-12	2026-02-27	260	John Phelan	Kingfish Investments X, LLC	Sell	$100K–$250K		Filing ↗
2025-06-12	2026-02-27	260	John Phelan	26North BDC, Inc	Sell	$15K–$50K		Filing ↗
2025-06-04	2026-02-27	268	John Phelan	SRP Continuation Partners, LP	Sell	$100K–$250K		Filing ↗
2025-06-02	2026-02-27	270	John Phelan	RCG Momentum, LP	Buy	$250K–$500K		Filing ↗
2026-02-04	2026-02-26	22	William R. Keating	UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026	Buy	$1K–$15K	Self	Filing ↗
2026-02-04	2026-02-26	22	William R. Keating	VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030	Buy	$1K–$15K	Self	Filing ↗
2026-01-30	2026-02-26	27	Josh Gottheimer	NOW ServiceNow, Inc. Common Stock	Sell	$1K–$15K	Joint	Filing ↗
2026-01-30	2026-02-26	27	Josh Gottheimer	UBER Uber Technologies, Inc. Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2026-01-27	2026-02-26	30	Josh Gottheimer	GILD Gilead Sciences, Inc. - Common Stock	BuyOpen	$1K–$15K	Joint	Filing ↗
2026-01-26	2026-02-26	31	Josh Gottheimer	ICE Intercontinental Exchange Inc. Common Stock	BuyOpen	$1K–$15K	Joint	Filing ↗
2026-01-26	2026-02-26	31	Josh Gottheimer	NSRGY NESTLE S.A S/ADR	Partial sell	$1K–$15K	Joint	Filing ↗
2026-01-26	2026-02-26	31	Josh Gottheimer	SNDR Schneider National, Inc. Common Stock	Sell	$1K–$15K	Joint	Filing ↗
2026-02-20	2026-02-25	5	Kelly Morrison	Rhoda AI	Buy	$15K–$50K	Self	Filing ↗
2026-02-11	2026-02-25	14	Kelly Morrison	Project Stardust	Buy	$15K–$50K	Self	Filing ↗
2026-01-21	2026-02-25	35	Scott H. Peters	Regeneration VC Fund 1 LP	Buy	$15K–$50K	Spouse	Filing ↗
2026-01-21	2026-02-25	35	Scott H. Peters	Valo Ventures GP II, LP	Buy	$15K–$50K	Spouse	Filing ↗
2026-01-14	2026-02-25	42	Scott H. Peters	Solace Health	Buy	$250K–$500K	Spouse	Filing ↗
2026-02-12	2026-02-24	12	Cleo Fields	AAPL Apple Inc. - Common Stock	BuyOpen	$1K–$15K	Self	Filing ↗
2026-02-03	2026-02-24	21	Cleo Fields	AMD Advanced Micro Devices, Inc.	BuyOpen	$50K–$100K	Self	Filing ↗
2026-02-03	2026-02-24	21	Cleo Fields	GOOGL Alphabet Inc. - Class A Common Stock	BuyOpen	$100K–$250K	Self	Filing ↗
2026-02-03	2026-02-24	21	Cleo Fields	LRCX Lam Research Corporation - Common Stock	BuyOpen	$15K–$50K	Self	Filing ↗
2026-02-03	2026-02-24	21	Cleo Fields	META Meta Platforms, Inc. - Class A Common Stock	BuyOpen	$100K–$250K	Self	Filing ↗
2026-02-03	2026-02-24	21	Cleo Fields	MU Micron Technology, Inc. - Common Stock	BuyOpen	$100K–$250K	Self	Filing ↗
2026-02-10	2026-02-23	13	Debbie Dingell	WAT Waters Corporation Common Stock	Exchange	$1K–$15K	Self	Filing ↗
2026-02-10	2026-02-23	13	Scott Franklin	HSY The Hershey Company Common Stock	Sell	$1K–$15K	Self	Filing ↗
2026-02-10	2026-02-23	13	Scott Franklin	HSY The Hershey Company Common Stock	Sell	$1K–$15K	Spouse	Filing ↗
2026-02-10	2026-02-23	13	Scott Franklin	HSY The Hershey Company Common Stock	Sell	$50K–$100K	Self	Filing ↗
2026-01-30	2026-02-23	24	Jonathan L. Jackson	C Citigroup, Inc. Common Stock	BuyOpen	$15K–$50K	Joint	Filing ↗
2026-01-30	2026-02-23	24	Jonathan L. Jackson	GEV GE Vernova Inc. Common Stock	BuyOpen	$15K–$50K	Joint	Filing ↗
2026-01-30	2026-02-23	24	Jonathan L. Jackson	SHOP Shopify Inc. - Class A Subordinate Voting Shares	Sell	$50K–$100K	Joint	Filing ↗
2026-01-23	2026-02-23	31	Bill Hagerty	Contour Venture Partners V, LP Company: Contour Venture Partners V, LP (Princeton, NJ) Description: Limited partnership for the purpose of making early stage eq	Buy	$250K–$500K	Self	Filing ↗
2026-01-22	2026-02-23	32	Jonathan L. Jackson	CPNG Coupang, Inc. Class A Common Stock	Sell	$15K–$50K	Joint	Filing ↗
2026-01-22	2026-02-23	32	Jonathan L. Jackson	VSAT ViaSat, Inc. - Common Stock	BuySold	$50K–$100K	Joint	Filing ↗
2026-01-20	2026-02-23	34	Jonathan L. Jackson	JPM JP Morgan Chase & Co. Common Stock	BuyOpen	$1K–$15K	Spouse	Filing ↗
2026-01-20	2026-02-23	34	Jonathan L. Jackson	HOOD Robinhood Markets, Inc. - Class A Common Stock	Sell	$1K–$15K	Spouse	Filing ↗
2026-01-16	2026-02-23	38	Jonathan L. Jackson	PLTR Palantir Technologies Inc. - Class A Common Stock	Sell	$15K–$50K	Joint	Filing ↗
2026-01-13	2026-02-23	41	Jonathan L. Jackson	TMUS T-Mobile US, Inc.	Sell	$50K–$100K	Joint	Filing ↗
2026-01-13	2026-02-23	41	Jonathan L. Jackson	WMT Walmart Inc. - Common Stock	BuySold	$50K–$100K	Joint	Filing ↗
2026-02-03	2026-02-22	19	Robert P. Bresnahan, Jr.	Philadelphia, PA Municipal Bond	Buy	$50K–$100K	Self	Filing ↗
2026-02-03	2026-02-22	19	Robert P. Bresnahan, Jr.	US Treasury Note 01/31/27	Buy	$1K–$15K	Self	Filing ↗
2026-01-30	2026-02-22	23	David McCormick	MARYLAND ST TRANSN AUTH TRANSN REV Rate/Coupon: 5% Matures: 07/01/2034	Buy	$250K–$500K	Spouse	Filing ↗
2026-01-30	2026-02-22	23	David McCormick	PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2031	Buy	$250K–$500K	Spouse	Filing ↗
2026-01-30	2026-02-22	23	David McCormick	MARYLAND ST TRANSN AUTH TRANSN REV Rate/Coupon: 5% Matures: 07/01/2034	Buy	$100K–$250K	Spouse	Filing ↗
2026-01-29	2026-02-22	24	David McCormick	PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 01/15/2027	Buy	$100K–$250K	Spouse	Filing ↗
2026-01-28	2026-02-22	25	David McCormick	WALLENPAUPACK PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 05/01/2028	Buy	$100K–$250K	Spouse	Filing ↗
2026-01-28	2026-02-22	25	David McCormick	PENNSBURY PA SCH DIST GO Rate/Coupon: 5% Matures: 08/01/2027	Buy	$100K–$250K	Spouse	Filing ↗
2026-01-27	2026-02-22	26	David McCormick	PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2029	Buy	$100K–$250K	Spouse	Filing ↗
2026-01-26	2026-02-22	27	David McCormick	DELAWARE VALLEY PA REGL FIN REV Rate/Coupon: 4% Matures: 03/01/2035	Buy	$100K–$250K	Spouse	Filing ↗

MSD EIV Private, LLC (JRK Investments III)
Buy
John Phelan
$100K–$250K · traded 2025-06-16 · filed 2026-02-27 (256d) · Filing ↗
TMG VCLR Investor, LLC
Buy
John Phelan
$1K–$15K · traded 2025-06-16 · filed 2026-02-27 (256d) · Filing ↗
Kingfish Investments X, LLC
Sell
John Phelan
$100K–$250K · traded 2025-06-12 · filed 2026-02-27 (260d) · Filing ↗
26North BDC, Inc
Sell
John Phelan
$15K–$50K · traded 2025-06-12 · filed 2026-02-27 (260d) · Filing ↗
SRP Continuation Partners, LP
Sell
John Phelan
$100K–$250K · traded 2025-06-04 · filed 2026-02-27 (268d) · Filing ↗
RCG Momentum, LP
Buy
John Phelan
$250K–$500K · traded 2025-06-02 · filed 2026-02-27 (270d) · Filing ↗
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Buy
William R. Keating
$1K–$15K · Self · traded 2026-02-04 · filed 2026-02-26 (22d) · Filing ↗
VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030
Buy
William R. Keating
$1K–$15K · Self · traded 2026-02-04 · filed 2026-02-26 (22d) · Filing ↗
NOW ServiceNow, Inc. Common Stock
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-01-30 · filed 2026-02-26 (27d) · Filing ↗
UBER Uber Technologies, Inc. Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-01-30 · filed 2026-02-26 (27d) · Filing ↗
GILD Gilead Sciences, Inc. - Common Stock
OpenBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2026-01-27 · filed 2026-02-26 (30d) · Filing ↗
ICE Intercontinental Exchange Inc. Common Stock
OpenBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2026-01-26 · filed 2026-02-26 (31d) · Filing ↗
NSRGY NESTLE S.A S/ADR
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-01-26 · filed 2026-02-26 (31d) · Filing ↗
SNDR Schneider National, Inc. Common Stock
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-01-26 · filed 2026-02-26 (31d) · Filing ↗
Rhoda AI
Buy
Kelly Morrison
$15K–$50K · Self · traded 2026-02-20 · filed 2026-02-25 (5d) · Filing ↗
Project Stardust
Buy
Kelly Morrison
$15K–$50K · Self · traded 2026-02-11 · filed 2026-02-25 (14d) · Filing ↗
Regeneration VC Fund 1 LP
Buy
Scott H. Peters
$15K–$50K · Spouse · traded 2026-01-21 · filed 2026-02-25 (35d) · Filing ↗
Valo Ventures GP II, LP
Buy
Scott H. Peters
$15K–$50K · Spouse · traded 2026-01-21 · filed 2026-02-25 (35d) · Filing ↗
Solace Health
Buy
Scott H. Peters
$250K–$500K · Spouse · traded 2026-01-14 · filed 2026-02-25 (42d) · Filing ↗
AAPL Apple Inc. - Common Stock
OpenBuy
Cleo Fields
$1K–$15K · Self · traded 2026-02-12 · filed 2026-02-24 (12d) · Filing ↗
AMD Advanced Micro Devices, Inc.
OpenBuy
Cleo Fields
$50K–$100K · Self · traded 2026-02-03 · filed 2026-02-24 (21d) · Filing ↗
GOOGL Alphabet Inc. - Class A Common Stock
OpenBuy
Cleo Fields
$100K–$250K · Self · traded 2026-02-03 · filed 2026-02-24 (21d) · Filing ↗
LRCX Lam Research Corporation - Common Stock
OpenBuy
Cleo Fields
$15K–$50K · Self · traded 2026-02-03 · filed 2026-02-24 (21d) · Filing ↗
META Meta Platforms, Inc. - Class A Common Stock
OpenBuy
Cleo Fields
$100K–$250K · Self · traded 2026-02-03 · filed 2026-02-24 (21d) · Filing ↗
MU Micron Technology, Inc. - Common Stock
OpenBuy
Cleo Fields
$100K–$250K · Self · traded 2026-02-03 · filed 2026-02-24 (21d) · Filing ↗
WAT Waters Corporation Common Stock
Exchange
Debbie Dingell
$1K–$15K · Self · traded 2026-02-10 · filed 2026-02-23 (13d) · Filing ↗
HSY The Hershey Company Common Stock
Sell
Scott Franklin
$1K–$15K · Self · traded 2026-02-10 · filed 2026-02-23 (13d) · Filing ↗
HSY The Hershey Company Common Stock
Sell
Scott Franklin
$1K–$15K · Spouse · traded 2026-02-10 · filed 2026-02-23 (13d) · Filing ↗
HSY The Hershey Company Common Stock
Sell
Scott Franklin
$50K–$100K · Self · traded 2026-02-10 · filed 2026-02-23 (13d) · Filing ↗
C Citigroup, Inc. Common Stock
OpenBuy
Jonathan L. Jackson
$15K–$50K · Joint · traded 2026-01-30 · filed 2026-02-23 (24d) · Filing ↗
GEV GE Vernova Inc. Common Stock
OpenBuy
Jonathan L. Jackson
$15K–$50K · Joint · traded 2026-01-30 · filed 2026-02-23 (24d) · Filing ↗
SHOP Shopify Inc. - Class A Subordinate Voting Shares
Sell
Jonathan L. Jackson
$50K–$100K · Joint · traded 2026-01-30 · filed 2026-02-23 (24d) · Filing ↗
Contour Venture Partners V, LP Company: Contour Venture Partners V, LP (Princeton, NJ) Description: Limited partnership for the purpose of making early stage eq
Buy
Bill Hagerty
$250K–$500K · Self · traded 2026-01-23 · filed 2026-02-23 (31d) · Filing ↗
CPNG Coupang, Inc. Class A Common Stock
Sell
Jonathan L. Jackson
$15K–$50K · Joint · traded 2026-01-22 · filed 2026-02-23 (32d) · Filing ↗
VSAT ViaSat, Inc. - Common Stock
SoldBuy
Jonathan L. Jackson
$50K–$100K · Joint · traded 2026-01-22 · filed 2026-02-23 (32d) · Filing ↗
JPM JP Morgan Chase & Co. Common Stock
OpenBuy
Jonathan L. Jackson
$1K–$15K · Spouse · traded 2026-01-20 · filed 2026-02-23 (34d) · Filing ↗
HOOD Robinhood Markets, Inc. - Class A Common Stock
Sell
Jonathan L. Jackson
$1K–$15K · Spouse · traded 2026-01-20 · filed 2026-02-23 (34d) · Filing ↗
PLTR Palantir Technologies Inc. - Class A Common Stock
Sell
Jonathan L. Jackson
$15K–$50K · Joint · traded 2026-01-16 · filed 2026-02-23 (38d) · Filing ↗
TMUS T-Mobile US, Inc.
Sell
Jonathan L. Jackson
$50K–$100K · Joint · traded 2026-01-13 · filed 2026-02-23 (41d) · Filing ↗
WMT Walmart Inc. - Common Stock
SoldBuy
Jonathan L. Jackson
$50K–$100K · Joint · traded 2026-01-13 · filed 2026-02-23 (41d) · Filing ↗
Philadelphia, PA Municipal Bond
Buy
Robert P. Bresnahan, Jr.
$50K–$100K · Self · traded 2026-02-03 · filed 2026-02-22 (19d) · Filing ↗
US Treasury Note 01/31/27
Buy
Robert P. Bresnahan, Jr.
$1K–$15K · Self · traded 2026-02-03 · filed 2026-02-22 (19d) · Filing ↗
MARYLAND ST TRANSN AUTH TRANSN REV Rate/Coupon: 5% Matures: 07/01/2034
Buy
David McCormick
$250K–$500K · Spouse · traded 2026-01-30 · filed 2026-02-22 (23d) · Filing ↗
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2031
Buy
David McCormick
$250K–$500K · Spouse · traded 2026-01-30 · filed 2026-02-22 (23d) · Filing ↗
MARYLAND ST TRANSN AUTH TRANSN REV Rate/Coupon: 5% Matures: 07/01/2034
Buy
David McCormick
$100K–$250K · Spouse · traded 2026-01-30 · filed 2026-02-22 (23d) · Filing ↗
PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 01/15/2027
Buy
David McCormick
$100K–$250K · Spouse · traded 2026-01-29 · filed 2026-02-22 (24d) · Filing ↗
WALLENPAUPACK PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 05/01/2028
Buy
David McCormick
$100K–$250K · Spouse · traded 2026-01-28 · filed 2026-02-22 (25d) · Filing ↗
PENNSBURY PA SCH DIST GO Rate/Coupon: 5% Matures: 08/01/2027
Buy
David McCormick
$100K–$250K · Spouse · traded 2026-01-28 · filed 2026-02-22 (25d) · Filing ↗
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2029
Buy
David McCormick
$100K–$250K · Spouse · traded 2026-01-27 · filed 2026-02-22 (26d) · Filing ↗
DELAWARE VALLEY PA REGL FIN REV Rate/Coupon: 4% Matures: 03/01/2035
Buy
David McCormick
$100K–$250K · Spouse · traded 2026-01-26 · filed 2026-02-22 (27d) · Filing ↗