Alan S. LowenthalHouse
U.S. Representative · CA-47 · D · 2012-02 → 2022-12
- Chamber
- House
- Party
- D
- State
- CA
- Trades
- 887 (422 buys · 448 sells)
- Estimated volume
- $87.4M
- Late filings
- 6% (51 of 887)
- Median filing lag
- 11 days
- Outperformance rank
- #128 of 143 ranked
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $7.9M
- from $4.3M cost
- Estimated gain
- +$3.7M
- Up 87%
- Versus the S&P 500
- -$3.0M
- SPY would hold $10.9M
- Positions
- 114
- from 315 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc. - Class C Capital Stock | 2014-10-22 | $49K | $407K | +739% | 5% |
| 2 | MSFTMicrosoft Corporation | 2016-06-21 | $49K | $407K | +739% | 5% |
| 3 | ORCLOracle Corporation | 2015-01-22 | $106K | $265K | +151% | 3% |
| 4 | MAMastercard Incorporated | 2014-12-19 | $33K | $245K | +655% | 3% |
| 5 | AMZNAmazon.com, Inc. | 2019-10-29 | $81K | $231K | +187% | 3% |
| 6 | HCAHCA Holdings, Inc. | 2015-08-26 | $41K | $231K | +469% | 3% |
| 7 | NVDANVIDIA Corporation | 2021-03-11 | $16K | $229K | +1332% | 3% |
| 8 | TMUST-Mobile uS, Inc. | 2016-04-19 | $81K | $228K | +183% | 3% |
| 9 | CSCOCisco Systems, Inc. | 2016-06-13 | $81K | $199K | +147% | 3% |
| 10 | VRSKVerisk Analytics, Inc. | 2014-10-22 | $97K | $190K | +96% | 2% |
| 11 | IWNiShares Russell 2000 Value ETF | 2020-11-09 | $89K | $160K | +80% | 2% |
| 12 | APDAir Products and Chemicals, Inc. | 2017-07-20 | $81K | $157K | +94% | 2% |
| 13 | NFLXNetflix | 2019-07-12 | $89K | $145K | +63% | 2% |
| 14 | AXPAmerican Express | 2018-07-31 | $41K | $131K | +223% | 2% |
| 15 | NVSNovartis Ag | 2018-11-29 | $65K | $129K | +99% | 2% |
Showing top 15 of 114 positions by value
Trades that mattered most
These 8 buys explain 19% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | 2016-06-21 | 10.4y | $15K-50K | +937% | +684% | |
| 2 | GOOGL | Alphabet Inc. - Class C Capital Stock | 2014-10-22 | 12.0y | $15K-50K | +950% | +668% | |
| 3 | MA | Mastercard Incorporated | 2014-12-19 | 11.9y | $15K-50K | +655% | +399% | |
| 4 | NVDA | NVIDIA Corporation | 2021-03-11 | 5.7y | $1K-15K | +1336% | +1250% | |
| 5 | NVDA | NVIDIA Corporation | 2021-03-23 | 5.6y | $1K-15K | +1328% | +1239% | |
| 6 | TEVA | Teva Pharmaceutical Industries Limited American Depositary Shares | 2014-12-12 | 11.9y | $15K-50K | -24% | -290% | |
| 7 | TEVA | Teva Pharmaceutical Industries Limited American Depositary Shares | 2014-12-19 | 11.9y | $15K-50K | -27% | -283% | |
| 8 | LNC | Lincoln National Corporation | 2015-06-11 | 11.4y | $15K-50K | -35% | -282% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | MSFT | 4 | 3/1 | 3 of 3 | +739% | +221% |
| 2 | GOOGL | 10 | 3/7 | 3 of 3 | +739% | +233% |
| 3 | SH | 16 | 8/8 | 0 of 8 | -65% | +137% |
| 4 | NVDA | 3 | 2/1 | 2 of 2 | +1332% | +88% |
| 5 | FIS | 17 | 10/7 | 0 of 10 | -73% | +161% |
| 6 | TEVA | 3 | 2/1 | 0 of 2 | -25% | +261% |
| 7 | RUN | 26 | 11/15 | 0 of 11 | -29% | +157% |
| 8 | VZ | 5 | 2/3 | 0 of 2 | -2% | +216% |
| 9 | PSQ | 14 | 8/6 | 0 of 8 | -59% | +91% |
| 10 | MA | 1 | 1/0 | 1 of 1 | +655% | +256% |
| 11 | ZTS | 4 | 3/1 | 0 of 3 | -32% | +133% |
| 12 | COLD | 8 | 4/4 | 0 of 4 | -53% | +152% |
| 13 | BA | 10 | 5/5 | 0 of 5 | -31% | +128% |
| 14 | LNC | 2 | 1/1 | 0 of 1 | -35% | +247% |
| 15 | BWA | 2 | 1/1 | 0 of 1 | -0% | +282% |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Dec 2022 | 5 | 2 |
| Nov 2022 | 3 | 10 |
| Oct 2022 | 0 | 4 |
| Sep 2022 | 6 | 0 |
| Aug 2022 | 2 | 1 |
| Jul 2022 | 3 | 2 |
| Jun 2022 | 7 | 8 |
| May 2022 | 7 | 8 |
| Apr 2022 | 2 | 9 |
| Mar 2022 | 7 | 5 |
| Feb 2022 | 1 | 10 |
| Jan 2022 | 5 | 6 |
| Dec 2021 | 4 | 9 |
| Nov 2021 | 2 | 4 |
| Oct 2021 | 2 | 3 |
| Sep 2021 | 5 | 1 |
| Aug 2021 | 10 | 6 |
| Jul 2021 | 2 | 4 |
| Jun 2021 | 5 | 5 |
| May 2021 | 1 | 4 |
| Apr 2021 | 3 | 0 |
| Mar 2021 | 11 | 9 |
| Feb 2021 | 7 | 11 |
| Jan 2021 | 6 | 6 |
| Dec 2020 | 4 | 5 |
| Nov 2020 | 12 | 10 |
| Oct 2020 | 6 | 9 |
| Sep 2020 | 7 | 6 |
| Aug 2020 | 3 | 4 |
| Jul 2020 | 5 | 17 |
| Jun 2020 | 10 | 13 |
| May 2020 | 2 | 4 |
| Apr 2020 | 9 | 8 |
| Mar 2020 | 17 | 11 |
| Feb 2020 | 10 | 11 |
| Jan 2020 | 10 | 7 |
| Dec 2019 | 5 | 1 |
| Nov 2019 | 10 | 1 |
| Oct 2019 | 10 | 5 |
| Sep 2019 | 11 | 3 |
| Aug 2019 | 6 | 9 |
| Jul 2019 | 7 | 1 |
| Jun 2019 | 3 | 8 |
| May 2019 | 14 | 10 |
| Apr 2019 | 5 | 3 |
| Mar 2019 | 8 | 10 |
| Feb 2019 | 5 | 10 |
| Jan 2019 | 1 | 2 |
| Dec 2018 | 10 | 4 |
| Nov 2018 | 7 | 17 |
| Oct 2018 | 4 | 6 |
| Sep 2018 | 1 | 2 |
| Aug 2018 | 12 | 7 |
| Jul 2018 | 5 | 14 |
| Jun 2018 | 1 | 1 |
| May 2018 | 4 | 4 |
| Apr 2018 | 7 | 2 |
| Mar 2018 | 0 | 2 |
| Jan 2018 | 3 | 3 |
| Dec 2017 | 1 | 0 |
| Nov 2017 | 2 | 1 |
| Oct 2017 | 2 | 1 |
| Sep 2017 | 1 | 3 |
| Aug 2017 | 0 | 1 |
| Jul 2017 | 3 | 0 |
| Jun 2017 | 1 | 4 |
| May 2017 | 4 | 6 |
| Mar 2017 | 1 | 0 |
| Feb 2017 | 0 | 4 |
| Jan 2017 | 1 | 2 |
| Dec 2016 | 2 | 0 |
| Nov 2016 | 3 | 2 |
| Oct 2016 | 1 | 3 |
| Sep 2016 | 1 | 1 |
| Aug 2016 | 1 | 2 |
| Jul 2016 | 3 | 0 |
| Jun 2016 | 2 | 3 |
| May 2016 | 2 | 0 |
| Apr 2016 | 3 | 2 |
| Mar 2016 | 4 | 0 |
| Feb 2016 | 1 | 2 |
| Jan 2016 | 3 | 11 |
| Dec 2015 | 0 | 1 |
| Nov 2015 | 5 | 0 |
| Oct 2015 | 2 | 1 |
| Sep 2015 | 0 | 3 |
| Aug 2015 | 3 | 2 |
| Jul 2015 | 1 | 5 |
| Jun 2015 | 1 | 2 |
| May 2015 | 1 | 1 |
| Mar 2015 | 4 | 5 |
| Feb 2015 | 3 | 0 |
| Jan 2015 | 1 | 2 |
| Dec 2014 | 5 | 3 |
| Nov 2014 | 1 | 0 |
| Oct 2014 | 6 | 1 |
| Jul 2014 | 0 | 3 |
| Jun 2014 | 4 | 0 |
| May 2014 | 0 | 5 |
| Feb 2014 | 0 | 6 |
| Jan 2014 | 2 | 0 |
| Apr 2013 | 1 | 0 |
| Jan 2013 | 0 | 1 |
| Mar 2012 | 0 | 1 |
| Feb 2012 | 0 | 1 |
Buys and sells per month as a CSV, by the month they were made.
All trades
887 of 887
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-11.8% vs SPY
GTLSChart Industries, Inc.
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
-11.8% vs SPY
GTLSChart Industries, Inc.
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
-21.4% vs SPY
CRMSalesforce, Inc.
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-21.4% vs SPY
CRMSalesforce, Inc.
Alan S. LowenthalSP
House · D · CA
Buy$100K-250K
—United States Treas Bond
Maturity date is 05/04/2023, 4.569% interest rate
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-68.3% vs SPY
BXBlackstone Inc.
Alan S. LowenthalJT
House · D · CA
Sell·p$1K-15K
-68.3% vs SPY
BXBlackstone Inc.
Alan S. LowenthalSP
House · D · CA
Buy$50M-100M
—United States Treas Bond
Maturity date is 05/04/2023, 4.569% interest rate
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
-5.3% vs SPY
TJXTJX Companies, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-86.5% vs SPY
TMUST-Mobile US, Inc.
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
—General Mtrs Co Note
Maturity date is 10/01/2025, interest rate is 6.125%
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
—Sherwin Williams Co Note
Maturity date is 08/01/2025, interest rate is 3.45%
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
-5.3% vs SPY
TJXTJX Companies, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-88.8% vs SPY
TMUST-Mobile US, Inc.
Alan S. LowenthalJT
House · D · CA
Sell·p$1K-15K
-88.8% vs SPY
TMUST-Mobile US, Inc.
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-89.8% vs SPY
BSXBoston Scientific Corporation
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-91.1% vs SPY
BSXBoston Scientific Corporation
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
-51.9% vs SPY
CCKCrown Holdings, Inc.
Alan S. LowenthalJT
House · D · CA
Sell·p$1K-15K
-91.1% vs SPY
BSXBoston Scientific Corporation
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-73.3% vs SPY
SCIService Corporation International
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-72.6% vs SPY
SCIService Corporation International
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
+50.3% vs SPY
CCitigroup Inc
Redeemed Interest rate was 4.050%, maturity date was 7/30/2022.
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-74.4% vs SPY
SCIService Corporation International
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-72.6% vs SPY
SCIService Corporation International
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-54.2% vs SPY
CRMSalesforce, Inc.
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-68.9% vs SPY
SCIService Corporation International
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
-131.8% vs SPY
ZTSZoetis Inc. Class A
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-49.8% vs SPY
CCKCrown Holdings, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-68.4% vs SPY
MDTMedtronic plc. Ordinary Shares
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-72.2% vs SPY
MDTMedtronic plc. Ordinary Shares
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-56.5% vs SPY
SPGIS&P Global Inc.
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
+126.1% vs SPY
UBERUber Technologies, Inc.
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
—VMWare Inc Note
Interest rate is 1.40%, maturity date is 08/15/2026
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
—Nextera Energy Cap Hldgs
Interest is 4.20%, maturity date is 06/20/2024
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
—Nextera Energy Cap Hldgs
Interest rate is 4.20%, maturity date is 06/20/2024.
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
—Expedia Inc
Interest rate is 4.5%, maturity date is 8/15/24
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
+6.4% vs SPY
CSCOSan Francisco Calif City
Interest rate is 5.0%, maturity date is 6/15/23.
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
—HCA inc
Interest rate is 5.875%, maturity date is 5/1/23
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
—HCA Inc
Interest rate is 5.875%, maturity date is 5/1/23.
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
—HCA inc
Interest rate is 5.875%, maturity date is 5/1/23
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
-67.8% vs SPY
ELANElanco Animal Health Inc
Tendered, Maturity date 08/28/2023, interest rate 5.7720%
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
+14.4% vs SPY
GMGeneral Motors Company
Alan S. LowenthalSP
House · D · CA
Exch$1K-15K
-125.3% vs SPY
IFFInternational Flavors & Fragrances, Inc.
Received shares of International Flavors & Fragrances, Inc. (IFF) in exchange for DuPont (DD) as result of spinoff.
Alan S. LowenthalJT
House · D · CA
Exch$1K-15K
-125.3% vs SPY
IFFInternational Flavors & Fragrances, Inc.
Received shares of International Flavors & Fragrances (IFF) in exchange for DuPont (DD) as result of spinoff.
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-74.5% vs SPY
VRSKVerisk Analytics, Inc.
Filing Status: New
Subholding Of: Neuberger Berman - Traditional IRA
Alan S. Lowenthal
House · D · CA
Sell$1K-15K
-43.9% vs SPY
IWNiShares Russell 2000 Value ETF
Filing Status: New
Subholding Of: Neuberger Berman - Malumed Lowenthal Rev Trust #2
Alan S. LowenthalSP
House · D · CA
Sell·p$15K-50K
-43.9% vs SPY
IWNiShares Russell 2000 Value ETF
Filing Status: New
Subholding Of: Neuberger Berman - Traditional IRA
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-71.5% vs SPY
VRSKVerisk Analytics, Inc.
Filing Status: New
Subholding Of: Neuberger Berman - Traditional IRA
Alan S. Lowenthal
House · D · CA
Buy$1K-15K
-64.2% vs SPY
BABoeing Company
Filing Status: New
Subholding Of: Neuberger Berman - Malumed Lowenthal Rev Trust #2
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-64.2% vs SPY
BABoeing Company
Filing Status: New
Subholding Of: Neuberger Berman - Traditional IRA
Alan S. Lowenthal
House · D · CA
Sell$1K-15K
—2000094751Expedia Inc
Interest rate is 4.5%, maturity date is 8/15/24
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
—Expedia Inc
Interest rate is 4.5%, maturity date is 8/15/24.
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
—Expedia Inc
Interest rate is 4.5%, maturity date is 8/15/24
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
+34.0% vs SPY
AMZNAmazon.com, Inc.
Filing Status: New
Subholding Of: Neuberger Berman - Traditional IRA
Alan S. Lowenthal
House · D · CA
Sell·p$1K-15K
-38.6% vs SPY
SPGIS&P Global Inc.
Filing Status: New
Subholding Of: Neuberger Berman - Malumed Lowenthal Rev Trust #2
Alan S. Lowenthal
House · D · CA
Buy$1K-15K
+6.4% vs SPY
CSCO2000094752San Francisco Calif City
Interest rate is 5.0%, maturity date is 6/15/23.
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
+6.4% vs SPY
CSCOSan Francisco Calif City
Interest rate is 5.0%, maturity date is 6/15/23.
Alan S. Lowenthal
House · D · CA
Sell$1K-15K
—2000094750HCA inc
Interest rate is 5.875%, maturity date is 5/1/23
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
—HCA Inc
Interest rate is 5.875%, maturity date is 5/1/23.
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
—HCA inc
Interest rate is 5.875%, maturity date is 5/1/23
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
—HCA Inc
Interest rate is 5.3750%, maturity date is 02/01/2025
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
+93.7% vs SPY
JPMJP Morgan Chase & Co.
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-54.1% vs SPY
TMUST-Mobile US, Inc.
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
-6.2% vs SPY
ICEIntercontinental Exchange Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-8.2% vs SPY
ICEIntercontinental Exchange Inc.
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
-119.2% vs SPY
STZConstellation Brands Inc
Interest rate is 3.60%, maturity date is 05/09/2024.
Alan S. Lowenthal
House · D · CA
Sell$1K-15K
-67.8% vs SPY
ELANElanco Animal Health Inc
Tendered, Maturity date 08/28/2023, interest rate 5.7720%
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
+14.1% vs SPY
CSCOSan Francisco Calif City & City Bonds
Interest rate is 5.00%, maturity date is 06/15/2023
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-98.2% vs SPY
IFFInternational Flavors & Fragrances, Inc.
Alan S. LowenthalJT
House · D · CA
Sell·p$1K-15K
-98.8% vs SPY
IFFInternational Flavors & Fragrances, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$15K-50K
-98.8% vs SPY
IFFInternational Flavors & Fragrances, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
+600.0% vs SPY
NVDANVIDIA Corporation
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
+58.9% vs SPY
TJXTJX Companies, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-99.2% vs SPY
IFFInternational Flavors & Fragrances, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-97.8% vs SPY
IFFInternational Flavors & Fragrances, Inc.
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
+2.5% vs SPY
NFLXNetflix Inc
Maturity date is 03/01/2024, interest rate is 5.750%.
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-110.8% vs SPY
JBIJanus International Group, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-112.3% vs SPY
JBIJanus International Group, Inc.
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
+5.6% vs SPY
NFLXNetflix Inc
Maturity date is 03/01/2024, interest rate is 5.750%.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-119.0% vs SPY
JBIJanus International group, Inc.
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-76.4% vs SPY
CCKCrown Holdings, Inc.
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
+46.3% vs SPY
DECKDeckers Outdoor Corporation
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-72.6% vs SPY
CCKCrown Holdings, Inc.
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-44.1% vs SPY
ADSKAutodesk, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-87.2% vs SPY
AMTAmerican Tower Corporation
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
-126.8% vs SPY
PSQProShares Short QQQ
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-51.7% vs SPY
ADSKAutodesk, Inc.
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
-126.8% vs SPY
PSQProShares Short QQQ
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-126.8% vs SPY
PSQProShares Short QQQ
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-45.8% vs SPY
SPGIS&P global Inc.
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
-14.6% vs SPY
WFCWells Fargo & Co
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
-69.5% vs SPY
HDHome Depot, Inc.
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-69.5% vs SPY
HDHome Depot, Inc.
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
-69.5% vs SPY
HDHome Depot, Inc.
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-108.8% vs SPY
PSQProShares Short QQQ
Alan S. LowenthalSP
House · D · CA
Sell·p$15K-50K
+45.9% vs SPY
GOOGLAlphabet Inc. - Class C Capital Stock
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
-108.8% vs SPY
PSQProShares Short QQQ
Alan S. LowenthalJT
House · D · CA
Sell·p$1K-15K
+45.9% vs SPY
GOOGLAlphabet Inc. - Class C Capital Stock
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-108.8% vs SPY
PSQProShares Short QQQ
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-126.8% vs SPY
RUNSunrun Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$50K-100K
-130.0% vs SPY
DISWalt Disney Company
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-119.1% vs SPY
JBIJanus International group, Inc.
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
-50.2% vs SPY
SCIService Corp Intl
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-17.4% vs SPY
TMUST-Mobile uS, Inc.
Alan S. Lowenthal
House · D · CA
Buy$1K-15K
+5.6% vs SPY
UBERuber Technologies, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$50K-100K
—Individually Owned, 100% Interest
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-121.6% vs SPY
JBIJanus International group, Inc.
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
-118.3% vs SPY
ADBEAdobe Inc.
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
+32.3% vs SPY
BKNGBooking Holdings Inc.
Alan S. Lowenthal
House · D · CA
Sell·p$1K-15K
-25.7% vs SPY
IWNNeuberger Berman - Malumed Lowenthal Rev Trust JTiShares Russell 2000 Value ETF
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
+32.3% vs SPY
BKNGBooking Holdings Inc.
Alan S. Lowenthal
House · D · CA
Sell·p$1K-15K
-25.7% vs SPY
IWNNeuberger Berman - Beneficiary IRA SPiShares Russell 2000 Value ETF
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-118.3% vs SPY
ADBEAdobe Inc.
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
+32.3% vs SPY
BKNGBooking Holdings Inc.
Alan S. Lowenthal
House · D · CA
Sell·p$15K-50K
-25.7% vs SPY
IWNNeuberger Berman - Traditional IRA SPiShares Russell 2000 Value ETF
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
+6.6% vs SPY
AZNAstraZeneca PLC - American Depositary Shares
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-132.3% vs SPY
LZLegalZoom.com, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-48.5% vs SPY
SCIService Corporation International
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-45.9% vs SPY
SCIService Corporation International
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-44.8% vs SPY
SCIService Corporation International
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
-32.4% vs SPY
DECKDeckers Outdoor Corporation
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
+59.3% vs SPY
HHyatt hotels Corp
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
+5.8% vs SPY
BKNGBooking Holdings Inc
Alan S. LowenthalSP
House · D · CA
Sell·p$15K-50K
-71.9% vs SPY
BXBlackstone Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-29.2% vs SPY
ICEIntercontinental Exchange Inc.
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
-45.8% vs SPY
TMOThermo Fisher Scientific Inc.
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-26.1% vs SPY
DECKDeckers Outdoor Corporation
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-32.1% vs SPY
BLKBlackRock, Inc.
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
+23.5% vs SPY
BKNGBooking Holdings Inc.
Alan S. Lowenthal
House · D · CA
Sell$1K-15K
+14.4% vs SPY
GMgeneral Motors Company
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
+23.5% vs SPY
BKNGBooking Holdings Inc.
Alan S. Lowenthal
House · D · CA
Sell$1K-15K
+14.4% vs SPY
GMgeneral Motors Company
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
+23.5% vs SPY
BKNGBooking Holdings Inc.
Alan S. Lowenthal
House · D · CA
Sell$15K-50K
+14.4% vs SPY
GMgeneral Motors Company
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-149.1% vs SPY
LZLegalZoom.com, Inc.
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-149.9% vs SPY
LZLegalZoom.com, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-70.5% vs SPY
BSXBoston Scientific Corporation
Alan S. Lowenthal
House · D · CA
Buy$1K-15K
-46.8% vs SPY
DECKdeckers Outdoor Corporation
Alan S. Lowenthal
House · D · CA
Buy$1K-15K
-48.3% vs SPY
DECKdeckers Outdoor Corporation
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-72.8% vs SPY
BSXBoston Scientific Corporation
Alan S. Lowenthal
House · D · CA
Buy$1K-15K
-45.5% vs SPY
DECKdeckers Outdoor Corporation
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-41.0% vs SPY
DECKDeckers Outdoor Corporation
Alan S. LowenthalJT
House · D · CA
Sell·p$1K-15K
-54.2% vs SPY
KRESPDR S&P Regional Banking ETF
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-54.2% vs SPY
KRESPDR S&P Regional Banking ETF
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
-54.2% vs SPY
KRESPDR S&P Regional Banking ETF
Alan S. Lowenthal
House · D · CA
Buy$1K-15K
-28.3% vs SPY
UBERuber Technologies, Inc.
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
-5.4% vs SPY
JNJJohnson & Johnson
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-137.7% vs SPY
COINCoinbase global, Inc. - Class A
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-114.4% vs SPY
COINCoinbase global, Inc. - Class A
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-52.4% vs SPY
SPGIS&P global Inc.
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-52.4% vs SPY
SPGIS&P global Inc.
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-156.0% vs SPY
FISFidelity National Information Services, Inc.
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
-156.0% vs SPY
FISFidelity National Information Services, Inc.
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-52.9% vs SPY
SPGIS&P global Inc.
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
-156.0% vs SPY
FISFidelity National Information Services, Inc.
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
-52.9% vs SPY
SPGIS&P global Inc.
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-60.8% vs SPY
VRSKVerisk Analytics, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-36.1% vs SPY
KTOSKratos Defense & Security Solutions, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-37.2% vs SPY
KTOSKratos Defense & Security Solutions, Inc.
Alan S. LowenthalSP
House · D · CA
Sell·p$1K-15K
-38.3% vs SPY
KTOSKratos Defense & Security Solutions, Inc.
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
-176.8% vs SPY
SPCEVirgin galactic Holdings, Inc.
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
-34.9% vs SPY
SCIService Corp Intl
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
—Lennar Corp Note Call Make Whole
Alan S. LowenthalSP
House · D · CA
Sell$1K-15K
—Bank Amer Corp MTN Call Make Whole
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
—CBS OUTDOOR AMERS CAP LLC
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-99.3% vs SPY
DKNGDraftKings Inc. - Class A
Alan S. LowenthalSP
House · D · CA
Buy$1K-15K
-88.1% vs SPY
DKNGDraftKings Inc. - Class A
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
-216.4% vs SPY
FISFidelity Natl Information Svcs
Alan S. LowenthalSP
House · D · CA
Sell$15K-50K
—Limited Brands, Inc.
Alan S. LowenthalSP
House · D · CA
Buy$15K-50K
—Outfront Media Inc. Ser B Note 5.625%; Due 2/15/2024
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
-72.7% vs SPY
MDLZMondelez Intl
Alan S. LowenthalJT
House · D · CA
Sell$1K-15K
-172.1% vs SPY
FISFidelity Natl Information Svcs
Alan S. LowenthalJT
House · D · CA
Buy$1K-15K
+1239.1% vs SPY
NVDANVIDIA Corporation
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
Alan S. LowenthalSP House · D · CA | Activision Blizzard, Inc | Buy | $1K-15K | 2022-12-14 | 2022-12-21 7d | — | ||
Alan S. LowenthalJT House · D · CA | Activision Blizzard, Inc | Buy | $1K-15K | 2022-12-12 | 2022-12-21 9d | — | ||
Alan S. LowenthalSP House · D · CA | Activision Blizzard, Inc | Buy | $1K-15K | 2022-12-12 | 2022-12-21 9d | — | ||
Alan S. LowenthalJT House · D · CA | Chart Industries, Inc. | Buy | $1K-15K | 2022-12-09 | 2022-12-21 12d | -11.8% | ||
Alan S. LowenthalSP House · D · CA | Chart Industries, Inc. | Buy | $15K-50K | 2022-12-09 | 2022-12-21 12d | -11.8% | ||
Alan S. LowenthalJT House · D · CA | Salesforce, Inc. | Sell | $1K-15K | 2022-12-08 | 2022-12-21 13d | -21.4% | ||
Alan S. LowenthalSP House · D · CA | Salesforce, Inc. | Sell | $1K-15K | 2022-12-08 | 2022-12-21 13d | -21.4% | ||
Alan S. LowenthalSP House · D · CA | — | United States Treas Bond Maturity date is 05/04/2023, 4.569% interest rate | Buy | $100K-250K | 2022-11-08 | 2022-11-24 16d | — | |
Alan S. LowenthalSP House · D · CA | Blackstone Inc. | Sell·p | $1K-15K | 2022-11-14 | 2022-11-23 9d | -68.3% | ||
Alan S. LowenthalJT House · D · CA | Blackstone Inc. | Sell·p | $1K-15K | 2022-11-14 | 2022-11-23 9d | -68.3% | ||
Alan S. LowenthalSP House · D · CA | — | United States Treas Bond Maturity date is 05/04/2023, 4.569% interest rate | Buy | $50M-100M | 2022-11-08 | 2022-11-23 15d | — | |
Alan S. LowenthalSP House · D · CA | TJX Companies, Inc. | Sell | $15K-50K | 2022-11-04 | 2022-11-23 19d | -5.3% | ||
Alan S. LowenthalSP House · D · CA | T-Mobile US, Inc. | Sell·p | $1K-15K | 2022-11-04 | 2022-11-23 19d | -86.5% | ||
Alan S. LowenthalJT House · D · CA | — | General Mtrs Co Note Maturity date is 10/01/2025, interest rate is 6.125% | Buy | $1K-15K | 2022-11-04 | 2022-11-23 19d | — | |
Alan S. LowenthalJT House · D · CA | — | Sherwin Williams Co Note Maturity date is 08/01/2025, interest rate is 3.45% | Sell | $1K-15K | 2022-11-04 | 2022-11-23 19d | — | |
Alan S. LowenthalJT House · D · CA | TJX Companies, Inc. | Sell | $1K-15K | 2022-11-04 | 2022-11-23 19d | -5.3% | ||
Alan S. LowenthalSP House · D · CA | Ecolab Inc. | Sell | $1K-15K | 2022-11-03 | 2022-11-12 9d | +30.7% | ||
Alan S. LowenthalSP House · D · CA | T-Mobile US, Inc. | Sell·p | $1K-15K | 2022-11-03 | 2022-11-12 9d | -88.8% | ||
Alan S. LowenthalJT House · D · CA | Ecolab Inc. | Sell | $1K-15K | 2022-11-03 | 2022-11-12 9d | +30.7% | ||
Alan S. LowenthalJT House · D · CA | T-Mobile US, Inc. | Sell·p | $1K-15K | 2022-11-03 | 2022-11-12 9d | -88.8% | ||
Alan S. LowenthalSP House · D · CA | Boston Scientific Corporation | Sell | $1K-15K | 2022-10-24 | 2022-11-05 12d | -89.8% | ||
Alan S. LowenthalSP House · D · CA | Boston Scientific Corporation | Sell·p | $1K-15K | 2022-10-21 | 2022-10-29 8d | -91.1% | ||
Alan S. LowenthalSP House · D · CA | Crown Holdings, Inc. | Sell | $15K-50K | 2022-10-21 | 2022-10-29 8d | -51.9% | ||
Alan S. LowenthalJT House · D · CA | Boston Scientific Corporation | Sell·p | $1K-15K | 2022-10-21 | 2022-10-29 8d | -91.1% | ||
Alan S. LowenthalSP House · D · CA | Service Corporation International | Buy | $1K-15K | 2022-09-27 | 2022-10-14 17d | -73.3% | ||
Alan S. LowenthalSP House · D · CA | Service Corporation International | Buy | $1K-15K | 2022-09-23 | 2022-10-08 15d | -72.6% | ||
Alan S. LowenthalJT House · D · CA | Citigroup Inc Redeemed Interest rate was 4.050%, maturity date was 7/30/2022. | Sell | $1K-15K | 2022-08-01 | 2022-10-08 68d | +50.3% | ||
Alan S. LowenthalSP House · D · CA | Service Corporation International | Buy | $1K-15K | 2022-09-26 | 2022-10-01 5d | -74.4% | ||
Alan S. LowenthalJT House · D · CA | Service Corporation International | Buy | $1K-15K | 2022-09-23 | 2022-10-01 8d | -72.6% | ||
Alan S. LowenthalJT House · D · CA | Salesforce, Inc. | Buy | $1K-15K | 2022-09-22 | 2022-10-01 9d | -54.2% | ||
Alan S. LowenthalJT House · D · CA | Service Corporation International | Buy | $1K-15K | 2022-09-22 | 2022-10-01 9d | -68.9% | ||
Alan S. LowenthalSP House · D · CA | Zoetis Inc. Class A | Buy | $15K-50K | 2022-08-26 | 2022-09-03 8d | -131.8% | ||
Alan S. LowenthalSP House · D · CA | Crown Holdings, Inc. | Buy | $1K-15K | 2022-08-10 | 2022-09-03 24d | -49.8% | ||
Alan S. LowenthalSP House · D · CA | Medtronic plc. Ordinary Shares | Sell·p | $1K-15K | 2022-07-29 | 2022-08-07 9d | -68.4% | ||
Alan S. LowenthalSP House · D · CA | Medtronic plc. Ordinary Shares | Sell·p | $1K-15K | 2022-07-28 | 2022-08-04 7d | -72.2% | ||
Alan S. LowenthalSP House · D · CA | Ecolab Inc. | Buy | $1K-15K | 2022-07-20 | 2022-07-25 5d | +2.4% | ||
Alan S. LowenthalJT House · D · CA | S&P Global Inc. | Buy | $1K-15K | 2022-07-19 | 2022-07-25 6d | -56.5% | ||
Alan S. LowenthalSP House · D · CA | Ecolab Inc. | Buy | $1K-15K | 2022-07-19 | 2022-07-25 6d | +3.1% | ||
Alan S. LowenthalSP House · D · CA | Uber Technologies, Inc. | Sell | $1K-15K | 2022-06-29 | 2022-07-06 7d | +126.1% | ||
Alan S. LowenthalSP House · D · CA | — | VMWare Inc Note Interest rate is 1.40%, maturity date is 08/15/2026 | Buy | $15K-50K | 2021-09-10 | 2022-07-06 299d | — | |
Alan S. LowenthalJT House · D · CA | — | Nextera Energy Cap Hldgs Interest is 4.20%, maturity date is 06/20/2024 | Buy | $1K-15K | 2022-06-21 | 2022-06-30 9d | — | |
Alan S. LowenthalSP House · D · CA | — | Nextera Energy Cap Hldgs Interest rate is 4.20%, maturity date is 06/20/2024. | Buy | $15K-50K | 2022-06-21 | 2022-06-30 9d | — | |
Alan S. LowenthalJT House · D · CA | — | Expedia Inc Interest rate is 4.5%, maturity date is 8/15/24 | Sell | $1K-15K | 2022-06-13 | 2022-06-30 17d | — | |
Alan S. LowenthalJT House · D · CA | San Francisco Calif City Interest rate is 5.0%, maturity date is 6/15/23. | Buy | $1K-15K | 2022-05-18 | 2022-06-30 43d | +6.4% | ||
Alan S. LowenthalJT House · D · CA | — | HCA inc Interest rate is 5.875%, maturity date is 5/1/23 | Sell | $1K-15K | 2022-05-07 | 2022-06-30 54d | — | |
Alan S. LowenthalSP House · D · CA | — | HCA Inc Interest rate is 5.875%, maturity date is 5/1/23. | Sell | $1K-15K | 2022-05-07 | 2022-06-30 54d | — | |
Alan S. LowenthalJT House · D · CA | — | HCA inc Interest rate is 5.875%, maturity date is 5/1/23 | Sell | $1K-15K | 2022-05-07 | 2022-06-30 54d | — | |
Alan S. LowenthalJT House · D · CA | Elanco Animal Health Inc Tendered, Maturity date 08/28/2023, interest rate 5.7720% | Sell | $1K-15K | 2022-04-13 | 2022-06-30 78d | -67.8% | ||
Alan S. LowenthalSP House · D · CA | General Motors Company | Sell | $15K-50K | 2021-08-23 | 2022-06-24 305d | +14.4% | ||
Alan S. LowenthalSP House · D · CA | — | Equinix Inc. Note 5.375%; Due 5/15/2027 Corporate Bond | Sell | $15K-50K | 2021-06-02 | 2022-06-24 387d | — | |
Alan S. LowenthalSP House · D · CA | International Flavors & Fragrances, Inc. Received shares of International Flavors & Fragrances, Inc. (IFF) in exchange for DuPont (DD) as result of spinoff. | Exch | $1K-15K | 2021-02-04 | 2022-06-24 505d | -125.3% | ||
Alan S. LowenthalJT House · D · CA | International Flavors & Fragrances, Inc. Received shares of International Flavors & Fragrances (IFF) in exchange for DuPont (DD) as result of spinoff. | Exch | $1K-15K | 2021-02-04 | 2022-06-24 505d | -125.3% | ||
Alan S. LowenthalSP House · D · CA | Verisk Analytics, Inc. Filing Status: New
Subholding Of: Neuberger Berman - Traditional IRA | Buy | $1K-15K | 2022-06-17 | 2022-06-19 2d | -74.5% | ||
Alan S. Lowenthal House · D · CA | iShares Russell 2000 Value ETF Filing Status: New
Subholding Of: Neuberger Berman - Malumed Lowenthal Rev Trust #2 | Sell | $1K-15K | 2022-06-16 | 2022-06-19 3d | -43.9% | ||
Alan S. LowenthalSP House · D · CA | iShares Russell 2000 Value ETF Filing Status: New
Subholding Of: Neuberger Berman - Traditional IRA | Sell·p | $15K-50K | 2022-06-16 | 2022-06-19 3d | -43.9% | ||
Alan S. LowenthalSP House · D · CA | Verisk Analytics, Inc. Filing Status: New
Subholding Of: Neuberger Berman - Traditional IRA | Buy | $1K-15K | 2022-06-16 | 2022-06-19 3d | -71.5% | ||
Alan S. Lowenthal House · D · CA | Boeing Company Filing Status: New
Subholding Of: Neuberger Berman - Malumed Lowenthal Rev Trust #2 | Buy | $1K-15K | 2022-06-15 | 2022-06-19 4d | -64.2% | ||
Alan S. LowenthalSP House · D · CA | Boeing Company Filing Status: New
Subholding Of: Neuberger Berman - Traditional IRA | Buy | $1K-15K | 2022-06-15 | 2022-06-19 4d | -64.2% | ||
Alan S. Lowenthal House · D · CA | — | 2000094751Expedia Inc Interest rate is 4.5%, maturity date is 8/15/24 | Sell | $1K-15K | 2022-06-13 | 2022-06-19 6d | — | |
Alan S. LowenthalSP House · D · CA | — | Expedia Inc Interest rate is 4.5%, maturity date is 8/15/24. | Sell | $1K-15K | 2022-06-13 | 2022-06-19 6d | — | |
Alan S. LowenthalJT House · D · CA | — | Expedia Inc Interest rate is 4.5%, maturity date is 8/15/24 | Sell | $1K-15K | 2022-06-13 | 2022-06-19 6d | — | |
Alan S. LowenthalSP House · D · CA | Amazon.com, Inc. Filing Status: New
Subholding Of: Neuberger Berman - Traditional IRA | Buy | $1K-15K | 2022-06-07 | 2022-06-19 12d | +34.0% | ||
Alan S. Lowenthal House · D · CA | S&P Global Inc. Filing Status: New
Subholding Of: Neuberger Berman - Malumed Lowenthal Rev Trust #2 | Sell·p | $1K-15K | 2022-06-01 | 2022-06-19 18d | -38.6% | ||
Alan S. Lowenthal House · D · CA | 2000094752San Francisco Calif City Interest rate is 5.0%, maturity date is 6/15/23. | Buy | $1K-15K | 2022-05-18 | 2022-06-19 32d | +6.4% | ||
Alan S. LowenthalJT House · D · CA | San Francisco Calif City Interest rate is 5.0%, maturity date is 6/15/23. | Buy | $1K-15K | 2022-05-18 | 2022-06-19 32d | +6.4% | ||
Alan S. Lowenthal House · D · CA | — | 2000094750HCA inc Interest rate is 5.875%, maturity date is 5/1/23 | Sell | $1K-15K | 2022-05-07 | 2022-06-19 43d | — | |
Alan S. LowenthalSP House · D · CA | — | HCA Inc Interest rate is 5.875%, maturity date is 5/1/23. | Sell | $1K-15K | 2022-05-07 | 2022-06-19 43d | — | |
Alan S. LowenthalJT House · D · CA | — | HCA inc Interest rate is 5.875%, maturity date is 5/1/23 | Sell | $1K-15K | 2022-05-07 | 2022-06-19 43d | — | |
Alan S. LowenthalSP House · D · CA | — | HCA Inc Interest rate is 5.3750%, maturity date is 02/01/2025 | Buy | $15K-50K | 2022-05-25 | 2022-06-02 8d | — | |
Alan S. LowenthalSP House · D · CA | JP Morgan Chase & Co. | Buy | $1K-15K | 2022-05-17 | 2022-05-22 5d | +93.7% | ||
Alan S. LowenthalSP House · D · CA | T-Mobile US, Inc. | Buy | $1K-15K | 2022-05-17 | 2022-05-22 5d | -54.1% | ||
Alan S. LowenthalSP House · D · CA | Intercontinental Exchange Inc. | Sell | $15K-50K | 2022-05-06 | 2022-05-21 15d | -6.2% | ||
Alan S. LowenthalSP House · D · CA | Intercontinental Exchange Inc. | Sell·p | $1K-15K | 2022-05-05 | 2022-05-21 16d | -8.2% | ||
Alan S. LowenthalSP House · D · CA | Constellation Brands Inc Interest rate is 3.60%, maturity date is 05/09/2024. | Buy | $15K-50K | 2022-05-02 | 2022-05-21 19d | -119.2% | ||
Alan S. Lowenthal House · D · CA | Elanco Animal Health Inc Tendered, Maturity date 08/28/2023, interest rate 5.7720% | Sell | $1K-15K | 2022-04-13 | 2022-05-21 38d | -67.8% | ||
Alan S. LowenthalJT House · D · CA | San Francisco Calif City & City Bonds Interest rate is 5.00%, maturity date is 06/15/2023 | Buy | $1K-15K | 2022-04-27 | 2022-05-02 5d | +14.1% | ||
Alan S. LowenthalSP House · D · CA | — | Bk of America Corp Note Maturity date is 4/27/2025 | Buy | $1K-15K | 2022-04-21 | 2022-04-28 7d | — | |
Alan S. LowenthalSP House · D · CA | International Flavors & Fragrances, Inc. | Sell | $1K-15K | 2022-04-07 | 2022-04-16 9d | -98.2% | ||
Alan S. LowenthalJT House · D · CA | International Flavors & Fragrances, Inc. | Sell·p | $1K-15K | 2022-04-06 | 2022-04-12 6d | -98.8% | ||
Alan S. LowenthalSP House · D · CA | International Flavors & Fragrances, Inc. | Sell·p | $15K-50K | 2022-04-06 | 2022-04-12 6d | -98.8% | ||
Alan S. LowenthalSP House · D · CA | NVIDIA Corporation | Sell·p | $1K-15K | 2022-04-06 | 2022-04-12 6d | +600.0% | ||
Alan S. LowenthalSP House · D · CA | TJX Companies, Inc. | Sell·p | $1K-15K | 2022-04-06 | 2022-04-12 6d | +58.9% | ||
Alan S. LowenthalSP House · D · CA | International Flavors & Fragrances, Inc. | Sell·p | $1K-15K | 2022-04-05 | 2022-04-12 7d | -99.2% | ||
Alan S. LowenthalSP House · D · CA | International Flavors & Fragrances, Inc. | Sell·p | $1K-15K | 2022-04-04 | 2022-04-10 6d | -97.8% | ||
Alan S. LowenthalJT House · D · CA | Netflix Inc Maturity date is 03/01/2024, interest rate is 5.750%. | Buy | $1K-15K | 2022-03-29 | 2022-04-10 12d | +2.5% | ||
Alan S. LowenthalSP House · D · CA | Janus International Group, Inc. | Sell | $1K-15K | 2022-03-25 | 2022-04-10 16d | -110.8% | ||
Alan S. LowenthalSP House · D · CA | Janus International Group, Inc. | Sell·p | $1K-15K | 2022-03-24 | 2022-04-10 17d | -112.3% | ||
Alan S. LowenthalSP House · D · CA | Netflix Inc Maturity date is 03/01/2024, interest rate is 5.750%. | Buy | $15K-50K | 2022-03-24 | 2022-04-10 17d | +5.6% | ||
Alan S. LowenthalSP House · D · CA | Janus International group, Inc. | Sell·p | $1K-15K | 2022-03-16 | 2022-03-26 10d | -119.0% | ||
Alan S. LowenthalJT House · D · CA | — | HCA Inc | Buy | $1K-15K | 2022-03-07 | 2022-03-22 15d | — | |
Alan S. LowenthalSP House · D · CA | — | HCA Inc | Buy | $1K-15K | 2022-03-07 | 2022-03-22 15d | — | |
Alan S. LowenthalSP House · D · CA | Crown Holdings, Inc. | Buy | $1K-15K | 2022-03-07 | 2022-03-22 15d | -76.4% | ||
Alan S. LowenthalSP House · D · CA | Deckers Outdoor Corporation | Sell | $15K-50K | 2022-03-07 | 2022-03-22 15d | +46.3% | ||
Alan S. LowenthalSP House · D · CA | Crown Holdings, Inc. | Buy | $1K-15K | 2022-03-04 | 2022-03-22 18d | -72.6% | ||
Alan S. LowenthalSP House · D · CA | Autodesk, Inc. | Sell | $1K-15K | 2022-03-03 | 2022-03-04 1d | -44.1% | ||
Alan S. LowenthalSP House · D · CA | Hyatt Hotels | Buy | $1K-15K | 2022-03-03 | 2022-03-04 1d | +30.3% | ||
Alan S. LowenthalSP House · D · CA | American Tower Corporation | Sell·p | $1K-15K | 2022-02-25 | 2022-03-04 7d | -87.2% | ||
Alan S. LowenthalJT House · D · CA | ProShares Short QQQ | Sell | $1K-15K | 2022-02-24 | 2022-03-04 8d | -126.8% | ||
Alan S. LowenthalSP House · D · CA | Autodesk, Inc. | Sell·p | $1K-15K | 2022-02-24 | 2022-03-04 8d | -51.7% | ||
Alan S. LowenthalSP House · D · CA | ProShares Short QQQ | Sell | $15K-50K | 2022-02-24 | 2022-03-04 8d | -126.8% | ||
Alan S. LowenthalSP House · D · CA | — | CIT group | Sell | $15K-50K | 2022-02-24 | 2022-03-04 8d | — | |
Alan S. LowenthalSP House · D · CA | — | CIT group | Sell | $1K-15K | 2022-02-24 | 2022-03-04 8d | — | |
Alan S. LowenthalSP House · D · CA | ProShares Short QQQ | Sell | $1K-15K | 2022-02-24 | 2022-03-04 8d | -126.8% | ||
Alan S. LowenthalJT House · D · CA | Netflix | Sell | $1K-15K | 2022-02-15 | 2022-03-04 17d | -9.2% | ||
Alan S. LowenthalSP House · D · CA | Netflix | Sell | $15K-50K | 2022-02-15 | 2022-03-04 17d | -9.2% | ||
Alan S. LowenthalSP House · D · CA | Netflix | Sell | $1K-15K | 2022-02-15 | 2022-03-04 17d | -9.2% | ||
Alan S. LowenthalSP House · D · CA | S&P global Inc. | Buy | $1K-15K | 2022-02-09 | 2022-02-18 9d | -45.8% | ||
Alan S. LowenthalSP House · D · CA | Wells Fargo & Co | Sell | $15K-50K | 2022-01-26 | 2022-02-10 15d | -14.6% | ||
Alan S. LowenthalJT House · D · CA | Home Depot, Inc. | Sell | $1K-15K | 2022-01-21 | 2022-01-30 9d | -69.5% | ||
Alan S. LowenthalSP House · D · CA | Home Depot, Inc. | Sell | $1K-15K | 2022-01-21 | 2022-01-30 9d | -69.5% | ||
Alan S. LowenthalSP House · D · CA | Home Depot, Inc. | Sell | $15K-50K | 2022-01-21 | 2022-01-29 8d | -69.5% | ||
Alan S. LowenthalSP House · D · CA | ProShares Short QQQ | Buy | $1K-15K | 2022-01-14 | 2022-01-27 13d | -108.8% | ||
Alan S. LowenthalSP House · D · CA | Alphabet Inc. - Class C Capital Stock | Sell·p | $15K-50K | 2022-01-14 | 2022-01-27 13d | +45.9% | ||
Alan S. LowenthalSP House · D · CA | ProShares Short QQQ | Buy | $15K-50K | 2022-01-14 | 2022-01-27 13d | -108.8% | ||
Alan S. LowenthalJT House · D · CA | Alphabet Inc. - Class C Capital Stock | Sell·p | $1K-15K | 2022-01-14 | 2022-01-27 13d | +45.9% | ||
Alan S. LowenthalJT House · D · CA | ProShares Short QQQ | Buy | $1K-15K | 2022-01-14 | 2022-01-27 13d | -108.8% | ||
Alan S. LowenthalJT House · D · CA | Sunrun Inc. | Buy | $1K-15K | 2022-01-14 | 2022-01-27 13d | -126.8% | ||
Alan S. LowenthalSP House · D · CA | Walt Disney Company | Sell·p | $50K-100K | 2021-03-02 | 2022-01-25 329d | -130.0% | ||
Alan S. LowenthalSP House · D · CA | Janus International group, Inc. | Buy | $1K-15K | 2022-01-07 | 2022-01-21 14d | -119.1% | ||
Alan S. LowenthalSP House · D · CA | Service Corp Intl | Buy | $15K-50K | 2021-12-30 | 2022-01-21 22d | -50.2% | ||
Alan S. LowenthalJT House · D · CA | T-Mobile uS, Inc. | Buy | $1K-15K | 2021-12-27 | 2022-01-21 25d | -17.4% | ||
Alan S. Lowenthal House · D · CA | uber Technologies, Inc. | Buy | $1K-15K | 2021-12-27 | 2022-01-21 25d | +5.6% | ||
Alan S. LowenthalSP House · D · CA | — | Individually Owned, 100% Interest | Sell·p | $50K-100K | 2021-03-02 | 2022-01-21 325d | — | |
Alan S. LowenthalSP House · D · CA | Janus International group, Inc. | Buy | $1K-15K | 2021-12-20 | 2022-01-06 17d | -121.6% | ||
Alan S. LowenthalJT House · D · CA | Adobe Inc. | Sell | $1K-15K | 2021-12-15 | 2021-12-25 10d | -118.3% | ||
Alan S. LowenthalJT House · D · CA | Booking Holdings Inc. | Sell | $1K-15K | 2021-12-15 | 2021-12-25 10d | +32.3% | ||
Alan S. Lowenthal House · D · CA | Neuberger Berman - Malumed Lowenthal Rev Trust JTiShares Russell 2000 Value ETF | Sell·p | $1K-15K | 2021-12-15 | 2021-12-25 10d | -25.7% | ||
Alan S. LowenthalSP House · D · CA | Booking Holdings Inc. | Sell | $1K-15K | 2021-12-15 | 2021-12-25 10d | +32.3% | ||
Alan S. Lowenthal House · D · CA | Neuberger Berman - Beneficiary IRA SPiShares Russell 2000 Value ETF | Sell·p | $1K-15K | 2021-12-15 | 2021-12-25 10d | -25.7% | ||
Alan S. LowenthalSP House · D · CA | Adobe Inc. | Sell | $1K-15K | 2021-12-15 | 2021-12-25 10d | -118.3% | ||
Alan S. LowenthalSP House · D · CA | Booking Holdings Inc. | Sell | $15K-50K | 2021-12-15 | 2021-12-25 10d | +32.3% | ||
Alan S. Lowenthal House · D · CA | Neuberger Berman - Traditional IRA SPiShares Russell 2000 Value ETF | Sell·p | $15K-50K | 2021-12-15 | 2021-12-25 10d | -25.7% | ||
Alan S. LowenthalSP House · D · CA | AstraZeneca PLC - American Depositary Shares | Sell | $1K-15K | 2021-12-01 | 2021-12-14 13d | +6.6% | ||
Alan S. LowenthalSP House · D · CA | LegalZoom.com, Inc. | Sell | $1K-15K | 2021-11-11 | 2021-11-28 17d | -132.3% | ||
Alan S. LowenthalSP House · D · CA | Service Corporation International | Sell·p | $1K-15K | 2021-11-10 | 2021-11-18 8d | -48.5% | ||
Alan S. LowenthalSP House · D · CA | Service Corporation International | Sell·p | $1K-15K | 2021-11-09 | 2021-11-18 9d | -45.9% | ||
Alan S. LowenthalSP House · D · CA | Service Corporation International | Sell·p | $1K-15K | 2021-11-08 | 2021-11-18 10d | -44.8% | ||
Alan S. LowenthalSP House · D · CA | Deckers Outdoor Corporation | Buy | $15K-50K | 2021-11-04 | 2021-11-15 11d | -32.4% | ||
Alan S. LowenthalJT House · D · CA | Hyatt hotels Corp | Buy | $1K-15K | 2021-11-03 | 2021-11-10 7d | +59.3% | ||
Alan S. LowenthalSP House · D · CA | — | VMWare Inc Note | Buy | $15K-50K | 2021-09-10 | 2021-11-10 61d | — | |
Alan S. LowenthalJT House · D · CA | Booking Holdings Inc | Sell | $1K-15K | 2021-10-29 | 2021-11-08 10d | +5.8% | ||
Alan S. LowenthalSP House · D · CA | Blackstone Inc. | Sell·p | $15K-50K | 2021-10-21 | 2021-11-08 18d | -71.9% | ||
Alan S. LowenthalSP House · D · CA | Intercontinental Exchange Inc. | Sell·p | $1K-15K | 2021-10-21 | 2021-11-08 18d | -29.2% | ||
Alan S. LowenthalSP House · D · CA | Thermo Fisher Scientific Inc. | Buy | $15K-50K | 2021-10-19 | 2021-11-08 20d | -45.8% | ||
Alan S. LowenthalJT House · D · CA | Deckers Outdoor Corporation | Buy | $1K-15K | 2021-10-06 | 2021-10-16 10d | -26.1% | ||
Alan S. LowenthalJT House · D · CA | — | Hyatt Hotels Corp Note | Buy | $1K-15K | 2021-09-28 | 2021-10-07 9d | — | |
Alan S. LowenthalSP House · D · CA | — | Hyatt Hotels Corp Note | Buy | $15K-50K | 2021-09-27 | 2021-10-07 10d | — | |
Alan S. LowenthalSP House · D · CA | BlackRock, Inc. | Sell·p | $1K-15K | 2021-09-17 | 2021-10-04 17d | -32.1% | ||
Alan S. LowenthalSP House · D · CA | — | VMWare Inc | Buy | $15K-50K | 2021-09-08 | 2021-09-14 6d | — | |
Alan S. LowenthalSP House · D · CA | — | T Mobile uSA | Buy | $15K-50K | 2021-08-24 | 2021-09-14 21d | — | |
Alan S. LowenthalJT House · D · CA | Booking Holdings Inc. | Buy | $1K-15K | 2021-08-23 | 2021-09-14 22d | +23.5% | ||
Alan S. Lowenthal House · D · CA | general Motors Company | Sell | $1K-15K | 2021-08-23 | 2021-09-14 22d | +14.4% | ||
Alan S. LowenthalSP House · D · CA | Booking Holdings Inc. | Buy | $1K-15K | 2021-08-23 | 2021-09-14 22d | +23.5% | ||
Alan S. Lowenthal House · D · CA | general Motors Company | Sell | $1K-15K | 2021-08-23 | 2021-09-14 22d | +14.4% | ||
Alan S. LowenthalSP House · D · CA | Booking Holdings Inc. | Buy | $15K-50K | 2021-08-23 | 2021-09-14 22d | +23.5% | ||
Alan S. Lowenthal House · D · CA | general Motors Company | Sell | $15K-50K | 2021-08-23 | 2021-09-14 22d | +14.4% | ||
Alan S. LowenthalSP House · D · CA | LegalZoom.com, Inc. | Buy | $1K-15K | 2021-08-16 | 2021-08-30 14d | -149.1% | ||
Alan S. LowenthalSP House · D · CA | LegalZoom.com, Inc. | Buy | $1K-15K | 2021-08-13 | 2021-08-30 17d | -149.9% | ||
Alan S. LowenthalSP House · D · CA | — | Kraft Heinz Foods Co | Buy | $1K-15K | 2021-08-10 | 2021-08-30 20d | — | |
Alan S. LowenthalSP House · D · CA | Boston Scientific Corporation | Sell·p | $1K-15K | 2021-08-06 | 2021-08-12 6d | -70.5% | ||
Alan S. Lowenthal House · D · CA | deckers Outdoor Corporation | Buy | $1K-15K | 2021-08-05 | 2021-08-12 7d | -46.8% | ||
Alan S. Lowenthal House · D · CA | deckers Outdoor Corporation | Buy | $1K-15K | 2021-08-04 | 2021-08-12 8d | -48.3% | ||
Alan S. LowenthalSP House · D · CA | Boston Scientific Corporation | Sell·p | $1K-15K | 2021-08-03 | 2021-08-12 9d | -72.8% | ||
Alan S. Lowenthal House · D · CA | deckers Outdoor Corporation | Buy | $1K-15K | 2021-08-02 | 2021-08-12 10d | -45.5% | ||
Alan S. LowenthalSP House · D · CA | Deckers Outdoor Corporation | Buy | $1K-15K | 2021-07-30 | 2021-08-07 8d | -41.0% | ||
Alan S. LowenthalJT House · D · CA | SPDR S&P Regional Banking ETF | Sell·p | $1K-15K | 2021-07-08 | 2021-07-16 8d | -54.2% | ||
Alan S. LowenthalSP House · D · CA | SPDR S&P Regional Banking ETF | Sell | $1K-15K | 2021-07-08 | 2021-07-15 7d | -54.2% | ||
Alan S. LowenthalSP House · D · CA | SPDR S&P Regional Banking ETF | Sell | $15K-50K | 2021-07-08 | 2021-07-15 7d | -54.2% | ||
Alan S. Lowenthal House · D · CA | uber Technologies, Inc. | Buy | $1K-15K | 2021-07-07 | 2021-07-15 8d | -28.3% | ||
Alan S. LowenthalJT House · D · CA | Johnson & Johnson | Sell | $1K-15K | 2021-07-06 | 2021-07-15 9d | -5.4% | ||
Alan S. LowenthalSP House · D · CA | — | Kraft Heinz Foods Co | Buy | $15K-50K | 2021-06-08 | 2021-07-10 32d | — | |
Alan S. LowenthalSP House · D · CA | Coinbase global, Inc. - Class A | Buy | $1K-15K | 2021-04-14 | 2021-07-06 83d | -137.7% | ||
Alan S. LowenthalSP House · D · CA | Coinbase global, Inc. - Class A | Sell | $1K-15K | 2021-06-24 | 2021-07-05 11d | -114.4% | ||
Alan S. LowenthalJT House · D · CA | S&P global Inc. | Buy | $1K-15K | 2021-06-04 | 2021-06-13 9d | -52.4% | ||
Alan S. LowenthalSP House · D · CA | S&P global Inc. | Buy | $1K-15K | 2021-06-04 | 2021-06-13 9d | -52.4% | ||
Alan S. LowenthalSP House · D · CA | Fidelity National Information Services, Inc. | Sell | $1K-15K | 2021-06-03 | 2021-06-13 10d | -156.0% | ||
Alan S. LowenthalJT House · D · CA | Fidelity National Information Services, Inc. | Sell | $1K-15K | 2021-06-03 | 2021-06-13 10d | -156.0% | ||
Alan S. LowenthalJT House · D · CA | S&P global Inc. | Buy | $1K-15K | 2021-06-03 | 2021-06-13 10d | -52.9% | ||
Alan S. LowenthalSP House · D · CA | Fidelity National Information Services, Inc. | Sell | $15K-50K | 2021-06-03 | 2021-06-13 10d | -156.0% | ||
Alan S. LowenthalSP House · D · CA | S&P global Inc. | Buy | $15K-50K | 2021-06-03 | 2021-06-13 10d | -52.9% | ||
Alan S. LowenthalJT House · D · CA | Verisk Analytics, Inc. | Buy | $1K-15K | 2021-05-19 | 2021-06-06 18d | -60.8% | ||
Alan S. LowenthalSP House · D · CA | Kratos Defense & Security Solutions, Inc. | Sell·p | $1K-15K | 2021-05-14 | 2021-05-24 10d | -36.1% | ||
Alan S. LowenthalSP House · D · CA | Kratos Defense & Security Solutions, Inc. | Sell·p | $1K-15K | 2021-05-12 | 2021-05-24 12d | -37.2% | ||
Alan S. LowenthalSP House · D · CA | Kratos Defense & Security Solutions, Inc. | Sell·p | $1K-15K | 2021-05-11 | 2021-05-24 13d | -38.3% | ||
Alan S. LowenthalSP House · D · CA | Virgin galactic Holdings, Inc. | Sell | $1K-15K | 2021-05-11 | 2021-05-24 13d | -176.8% | ||
Alan S. LowenthalJT House · D · CA | Service Corp Intl | Buy | $1K-15K | 2021-04-13 | 2021-05-17 34d | -34.9% | ||
Alan S. LowenthalSP House · D · CA | — | Lennar Corp Note Call Make Whole | Sell | $15K-50K | 2020-11-24 | 2021-05-17 174d | — | |
Alan S. LowenthalSP House · D · CA | — | Bank Amer Corp MTN Call Make Whole | Sell | $1K-15K | 2020-10-01 | 2021-05-17 228d | — | |
Alan S. LowenthalSP House · D · CA | — | CBS OUTDOOR AMERS CAP LLC | Sell | $15K-50K | 2020-07-31 | 2021-05-17 290d | — | |
Alan S. LowenthalSP House · D · CA | DraftKings Inc. - Class A | Buy | $1K-15K | 2020-02-03 | 2021-05-17 469d | -99.3% | ||
Alan S. LowenthalSP House · D · CA | DraftKings Inc. - Class A | Buy | $1K-15K | 2020-01-21 | 2021-05-17 482d | -88.1% | ||
Alan S. LowenthalSP House · D · CA | Fidelity Natl Information Svcs | Sell | $15K-50K | 2019-12-03 | 2021-05-17 531d | -216.4% | ||
Alan S. LowenthalSP House · D · CA | — | Limited Brands, Inc. | Sell | $15K-50K | 2019-06-20 | 2021-05-17 697d | — | |
Alan S. LowenthalSP House · D · CA | — | Outfront Media Inc. Ser B Note 5.625%; Due 2/15/2024 | Buy | $15K-50K | 2019-05-31 | 2021-05-17 717d | — | |
Alan S. LowenthalJT House · D · CA | — | CDW LLC / CDW FIN | Buy | $1K-15K | 2021-04-01 | 2021-04-15 14d | — | |
Alan S. LowenthalJT House · D · CA | Mondelez Intl | Sell | $1K-15K | 2021-03-31 | 2021-04-15 15d | -72.7% | ||
Alan S. LowenthalJT House · D · CA | Fidelity Natl Information Svcs | Sell | $1K-15K | 2021-03-03 | 2021-04-15 43d | -172.1% | ||
Alan S. LowenthalSP House · D · CA | — | Toll Bros Fin | Buy | $15K-50K | 2021-03-25 | 2021-04-04 10d | — | |
Alan S. LowenthalSP House · D · CA | Netflix | Buy | $1K-15K | 2021-03-24 | 2021-04-04 11d | -68.0% | ||
Alan S. LowenthalJT House · D · CA | NVIDIA Corporation | Buy | $1K-15K | 2021-03-23 | 2021-04-04 12d | +1239.1% |
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