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
2025-03-19	2025-04-10	22	Josh Gottheimer	FLYW Flywire Corporation - Voting Common Stock	Sell	$1K–$15K	Joint	Filing ↗
2025-03-19	2025-04-10	22	Josh Gottheimer	HD Home Depot, Inc.	Sell	$1K–$15K	Joint	Filing ↗
2025-03-19	2025-04-10	22	Josh Gottheimer	PPBI Pacific Premier Bancorp Inc - Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-19	2025-04-10	22	Josh Gottheimer	TLK PT Telekomunikasi Indonesia, Tbk	Sell	$1K–$15K	Joint	Filing ↗
2025-03-19	2025-04-10	22	Josh Gottheimer	NOW ServiceNow, Inc. Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-19	2025-04-10	22	Josh Gottheimer	SHOP Shopify Inc. - Class A Subordinate Voting Shares	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-19	2025-04-10	22	Josh Gottheimer	SNOW Snowflake Inc. Class A Common Stock	Sell	$1K–$15K	Joint	Filing ↗
2025-03-19	2025-04-10	22	Josh Gottheimer	TNDM Tandem Diabetes Care, Inc. - Common Stock	Sell	$1K–$15K	Joint	Filing ↗
2025-03-19	2025-04-10	22	Josh Gottheimer	TTNDY TECHTRONIC INDUS LTD ADR	Sell	$1K–$15K	Joint	Filing ↗
2025-03-19	2025-04-10	22	Josh Gottheimer	TSLA Tesla, Inc. - Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-19	2025-04-10	22	Josh Gottheimer	TPH Tri Pointe Homes, Inc. Common Stock	Sell	$1K–$15K	Joint	Filing ↗
2025-03-19	2025-04-10	22	Josh Gottheimer	AZTA Azenta, Inc. - Common Stock	Sell	$1K–$15K	Joint	Filing ↗
2025-03-17	2025-04-10	24	Josh Gottheimer	ITCI Intra-Cellular Therapies Inc.	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-17	2025-04-10	24	Josh Gottheimer	WMT Walmart Inc. Common Stock	BuyTrimmed	$1K–$15K	Joint	Filing ↗
2025-03-14	2025-04-10	27	Josh Gottheimer	IFNNY Infineon Technologies AG	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-13	2025-04-10	28	Josh Gottheimer	DASH DoorDash, Inc. - Common Stock	BuyTrimmed	$1K–$15K	Joint	Filing ↗
2025-03-13	2025-04-10	28	Josh Gottheimer	IFNNY Infineon Technologies AG	Sell	$1K–$15K	Joint	Filing ↗
2025-03-13	2025-04-10	28	Josh Gottheimer	APP Applovin Corporation - Class A Common Stock	BuySold	$1K–$15K	Joint	Filing ↗
2025-03-13	2025-04-10	28	Josh Gottheimer	BBVA Banco Bilbao Vizcaya Argentaria S.A. Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-12	2025-04-10	29	Josh Gottheimer	ASML ASML Holding N.V. - New York Registry Shares	BuySold	$1K–$15K	Joint	Filing ↗
2025-03-11	2025-04-10	30	Josh Gottheimer	WMT Walmart Inc. Common Stock	BuyTrimmed	$1K–$15K	Joint	Filing ↗
2025-03-10	2025-04-10	31	Josh Gottheimer	LLY Eli Lilly and Company Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-10	2025-04-10	31	Josh Gottheimer	FI Fiserv, Inc. Common Stock	BuySold	$1K–$15K	Joint	Filing ↗
2025-03-10	2025-04-10	31	Josh Gottheimer	IBM International Business Machines Corporation Common Stock	BuySold	$1K–$15K	Joint	Filing ↗
2025-03-07	2025-04-10	34	Josh Gottheimer	APD Air Products and Chemicals, Inc. Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-07	2025-04-10	34	Josh Gottheimer	GILD Gilead Sciences, Inc. - Common Stock	BuySold	$1K–$15K	Joint	Filing ↗
2025-03-07	2025-04-10	34	Josh Gottheimer	JNJ Johnson & Johnson Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-06	2025-04-10	35	Josh Gottheimer	ABT Abbott Laboratories Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-06	2025-04-10	35	Josh Gottheimer	AAPL Apple Inc. - Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-06	2025-04-10	35	Josh Gottheimer	MA Mastercard Incorporated Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-05	2025-04-10	36	Josh Gottheimer	AAPL Apple Inc. - Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-05	2025-04-10	36	Josh Gottheimer	META Meta Platforms, Inc. - Class A Common Stock	BuyTrimmed	$1K–$15K	Joint	Filing ↗
2025-03-05	2025-04-10	36	Josh Gottheimer	V Visa Inc.	BuyTrimmed	$1K–$15K	Joint	Filing ↗
2025-03-05	2025-04-10	36	Josh Gottheimer	BKNG Booking Holdings Inc. - Common Stock	BuySold	$1K–$15K	Joint	Filing ↗
2025-03-04	2025-04-10	37	Josh Gottheimer	TSM Taiwan Semiconductor Manufacturing Company Ltd.	Partial sell	$1K–$15K	Joint	Filing ↗
2025-03-04	2025-04-10	37	Josh Gottheimer	BKNG Booking Holdings Inc. - Common Stock	BuySold	$1K–$15K	Joint	Filing ↗
2025-03-03	2025-04-10	38	Josh Gottheimer	PYPL PayPal Holdings, Inc. - Common Stock	Sell	$1K–$15K	Joint	Filing ↗
2025-03-03	2025-04-10	38	Josh Gottheimer	V Visa Inc.	BuyTrimmed	$1K–$15K	Joint	Filing ↗
2024-03-18	2025-04-10	388	Josh Gottheimer	ICE Intercontinental Exchange Inc. Common Stock	BuySold	$1K–$15K	Joint	Filing ↗
2025-03-17	2025-04-09	23	Robert P. Bresnahan, Jr.	CDNS Cadence Design Systems, Inc. - Common Stock	BuyOpen	$1K–$15K	Self	Filing ↗
2025-03-13	2025-04-09	27	Robert P. Bresnahan, Jr.	NOW ServiceNow, Inc. Common Stock	BuyOpen	$1K–$15K	Self	Filing ↗
2025-03-13	2025-04-09	27	Robert P. Bresnahan, Jr.	INTC Intel Corporation - Common Stock	BuySold	$1K–$15K	Self	Filing ↗
2025-03-13	2025-04-09	27	Michael J Kratsios	DGRO iShares Core Dividend Growth ETF	Sell	$15K–$50K		Filing ↗
2025-03-13	2025-04-09	27	Michael J Kratsios	VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares	BuySold	$15K–$50K		Filing ↗
2025-03-13	2025-04-09	27	Michael J Kratsios	VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares	Sell	$1K–$15K		Filing ↗
2025-03-13	2025-04-09	27	Michael J Kratsios	ITOT iShares Core S&P Total US Stock Market ETF	BuySold	$1K–$15K		Filing ↗
2025-03-13	2025-04-09	27	Michael J Kratsios	MUB iShares National Muni Bond ETF	BuySold	$1K–$15K		Filing ↗
2025-03-12	2025-04-09	28	Michael J Kratsios	VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares	Sell	$1K–$15K		Filing ↗
2025-03-12	2025-04-09	28	Michael J Kratsios	ITOT iShares Core S&P Total US Stock Market ETF	BuySold	$1K–$15K		Filing ↗
2025-03-11	2025-04-09	29	Robert P. Bresnahan, Jr.	AVGO Broadcom Inc. - Common Stock	Sell	$1K–$15K	Self	Filing ↗

FLYW Flywire Corporation - Voting Common Stock
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
HD Home Depot, Inc.
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
PPBI Pacific Premier Bancorp Inc - Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
TLK PT Telekomunikasi Indonesia, Tbk
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
NOW ServiceNow, Inc. Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
SHOP Shopify Inc. - Class A Subordinate Voting Shares
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
SNOW Snowflake Inc. Class A Common Stock
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
TNDM Tandem Diabetes Care, Inc. - Common Stock
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
TTNDY TECHTRONIC INDUS LTD ADR
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
TSLA Tesla, Inc. - Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
TPH Tri Pointe Homes, Inc. Common Stock
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
AZTA Azenta, Inc. - Common Stock
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-19 · filed 2025-04-10 (22d) · Filing ↗
ITCI Intra-Cellular Therapies Inc.
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-17 · filed 2025-04-10 (24d) · Filing ↗
WMT Walmart Inc. Common Stock
TrimmedBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-17 · filed 2025-04-10 (24d) · Filing ↗
IFNNY Infineon Technologies AG
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-14 · filed 2025-04-10 (27d) · Filing ↗
DASH DoorDash, Inc. - Common Stock
TrimmedBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-13 · filed 2025-04-10 (28d) · Filing ↗
IFNNY Infineon Technologies AG
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-13 · filed 2025-04-10 (28d) · Filing ↗
APP Applovin Corporation - Class A Common Stock
SoldBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-13 · filed 2025-04-10 (28d) · Filing ↗
BBVA Banco Bilbao Vizcaya Argentaria S.A. Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-13 · filed 2025-04-10 (28d) · Filing ↗
ASML ASML Holding N.V. - New York Registry Shares
SoldBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-12 · filed 2025-04-10 (29d) · Filing ↗
WMT Walmart Inc. Common Stock
TrimmedBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-11 · filed 2025-04-10 (30d) · Filing ↗
LLY Eli Lilly and Company Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-10 · filed 2025-04-10 (31d) · Filing ↗
FI Fiserv, Inc. Common Stock
SoldBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-10 · filed 2025-04-10 (31d) · Filing ↗
IBM International Business Machines Corporation Common Stock
SoldBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-10 · filed 2025-04-10 (31d) · Filing ↗
APD Air Products and Chemicals, Inc. Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-07 · filed 2025-04-10 (34d) · Filing ↗
GILD Gilead Sciences, Inc. - Common Stock
SoldBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-07 · filed 2025-04-10 (34d) · Filing ↗
JNJ Johnson & Johnson Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-07 · filed 2025-04-10 (34d) · Filing ↗
ABT Abbott Laboratories Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-06 · filed 2025-04-10 (35d) · Filing ↗
AAPL Apple Inc. - Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-06 · filed 2025-04-10 (35d) · Filing ↗
MA Mastercard Incorporated Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-06 · filed 2025-04-10 (35d) · Filing ↗
AAPL Apple Inc. - Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-05 · filed 2025-04-10 (36d) · Filing ↗
META Meta Platforms, Inc. - Class A Common Stock
TrimmedBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-05 · filed 2025-04-10 (36d) · Filing ↗
V Visa Inc.
TrimmedBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-05 · filed 2025-04-10 (36d) · Filing ↗
BKNG Booking Holdings Inc. - Common Stock
SoldBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-05 · filed 2025-04-10 (36d) · Filing ↗
TSM Taiwan Semiconductor Manufacturing Company Ltd.
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-04 · filed 2025-04-10 (37d) · Filing ↗
BKNG Booking Holdings Inc. - Common Stock
SoldBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-04 · filed 2025-04-10 (37d) · Filing ↗
PYPL PayPal Holdings, Inc. - Common Stock
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-03 · filed 2025-04-10 (38d) · Filing ↗
V Visa Inc.
TrimmedBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2025-03-03 · filed 2025-04-10 (38d) · Filing ↗
ICE Intercontinental Exchange Inc. Common Stock
SoldBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2024-03-18 · filed 2025-04-10 (388d) · Filing ↗
CDNS Cadence Design Systems, Inc. - Common Stock
OpenBuy
Robert P. Bresnahan, Jr.
$1K–$15K · Self · traded 2025-03-17 · filed 2025-04-09 (23d) · Filing ↗
NOW ServiceNow, Inc. Common Stock
OpenBuy
Robert P. Bresnahan, Jr.
$1K–$15K · Self · traded 2025-03-13 · filed 2025-04-09 (27d) · Filing ↗
INTC Intel Corporation - Common Stock
SoldBuy
Robert P. Bresnahan, Jr.
$1K–$15K · Self · traded 2025-03-13 · filed 2025-04-09 (27d) · Filing ↗
DGRO iShares Core Dividend Growth ETF
Sell
Michael J Kratsios
$15K–$50K · traded 2025-03-13 · filed 2025-04-09 (27d) · Filing ↗
VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares
SoldBuy
Michael J Kratsios
$15K–$50K · traded 2025-03-13 · filed 2025-04-09 (27d) · Filing ↗
VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares
Sell
Michael J Kratsios
$1K–$15K · traded 2025-03-13 · filed 2025-04-09 (27d) · Filing ↗
ITOT iShares Core S&P Total US Stock Market ETF
SoldBuy
Michael J Kratsios
$1K–$15K · traded 2025-03-13 · filed 2025-04-09 (27d) · Filing ↗
MUB iShares National Muni Bond ETF
SoldBuy
Michael J Kratsios
$1K–$15K · traded 2025-03-13 · filed 2025-04-09 (27d) · Filing ↗
VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares
Sell
Michael J Kratsios
$1K–$15K · traded 2025-03-12 · filed 2025-04-09 (28d) · Filing ↗
ITOT iShares Core S&P Total US Stock Market ETF
SoldBuy
Michael J Kratsios
$1K–$15K · traded 2025-03-12 · filed 2025-04-09 (28d) · Filing ↗
AVGO Broadcom Inc. - Common Stock
Sell
Robert P. Bresnahan, Jr.
$1K–$15K · Self · traded 2025-03-11 · filed 2025-04-09 (29d) · Filing ↗