SM

Sean McMasterExec

Level II Department of Transportation ยท 2025-08 โ†’ 2026-05

Chamber
Executive branch
Agency
Department of Transportation
Party
โ€”
State
โ€”
Trades
25 (14 buys ยท 11 sells)
Estimated volume
$1.0M
Late filings
100% (12 of 25)
Median filing lag
152 days

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
$174K
from $227K cost
Estimated gain
-$53K
Down 23%
Versus the S&P 500
-$75K
SPY would hold $249K
Positions
5
from 10 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
GRABGrab Holdings Limited Class A Ordinary Shares
2025-11-03$106K$70K-34%40%
2
AMKRAmkor Technology, Inc.
2025-10-13$41K$44K+8%25%
3
AMCRAmcor plc
2025-10-09$33K$37K+15%21%
4
BMNRbitmine immersion technology
2025-08-07$41K$18K-56%10%
5
HOODRobinhood Markets Inc. Class A Common Stock
2026-01-09$8K$6K-30%3%

Trades that mattered most

These 8 buys explain 99% of their result against the S&P 500.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1BMNR
bitmine immersion technology
2025-08-071.3y$15K-50K-55%-71%
2GRAB
Grab Holdings Limited Class A Ordinary Shares
2025-11-031.0y$15K-50K-44%-51%
3GRAB
Grab Holdings Limited Class A Ordinary Shares
2025-12-1811mo$15K-50K-31%-39%
4GRAB
Grab Holdings Limited Class A Ordinary Shares
2026-01-0910mo$15K-50K-30%-36%
5BMNR
bitmine immersion technology
2025-08-081.2y$1K-15K-64%-79%
6HOOD
Robinhood Markets Inc. Class A Common Stock
2026-01-0910mo$1K-15K-30%-36%
7GRAB
Grab Holdings Limited Class A Ordinary Shares
2026-01-2110mo$1K-15K-22%-30%
8AMCR
Amcor plc
2025-10-091.1y$15K-50K+15%+5%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1GRAB44/00 of 4-34%+7%
2BMNR22/00 of 2-56%+16%
3HOOD11/00 of 1-30%+6%
4AMCR21/11 of 1+15%+10%
5AMKR22/00 of 2+8%+11%
6FPS11/0โ€”โ€”โ€”
7OSS11/0โ€”โ€”โ€”
8TSLA10/1โ€”โ€”โ€”
9MSTR10/1โ€”โ€”โ€”
10ETHZ11/0โ€”โ€”โ€”
11ASGN40/4โ€”โ€”โ€”
12COIN10/1โ€”โ€”โ€”
13ATNF11/0โ€”โ€”โ€”
14SMLR10/1โ€”โ€”โ€”
15ARGT10/1โ€”โ€”โ€”

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

25 of 25

ASGNASGN, Inc.
2025-08-22 โ†’ 2026-09-09 ยท 383d late
ASGNASGN, Inc.
2025-08-22 โ†’ 2026-09-09 ยท 383d late
ASGNASGN, Inc.
2025-08-22 โ†’ 2026-09-09 ยท 383d late
ASGNASGN, Inc.
2025-08-11 โ†’ 2026-09-09 ยท 394d late
FPSForgent Power Solution
2026-05-14 โ†’ 2026-07-15 ยท 62d late
GRABGrab Holdings Limited Class A Ordinary Shares
2026-01-21 โ†’ 2026-04-01
OSSOne Stop Systems Inc. Common Stock
2026-01-13 โ†’ 2026-03-13
HOODRobinhood Markets Inc. Class A Common Stock
2026-01-09 โ†’ 2026-03-13
GRABGrab Holdings Limited Class A Ordinary Shares
2026-01-09 โ†’ 2026-03-13
GRABGrab Holdings Limited Class A Ordinary Shares
2025-12-18 โ†’ 2026-03-13
TSLATesla, Inc.
2025-12-10 โ†’ 2026-01-27
GRABGrab Holdings Limited Class A Ordinary Shares
2025-11-03 โ†’ 2026-01-27
AMKRAmkor Technology, Inc.
2025-10-14 โ†’ 2026-01-27
AMCRAmcor plc
2025-10-13 โ†’ 2026-01-27
AMKRAmkor Technology, Inc.
2025-10-13 โ†’ 2026-01-27
MSTRMicroStrategy, Inc.
2025-10-09 โ†’ 2026-01-27
AMCRAmcor plc
2025-10-09 โ†’ 2026-01-27
ETHZETHZilla Corp
2025-10-07 โ†’ 2026-01-27
COINCoinbase Global Inc. Class A Common Stock
2025-08-13 โ†’ 2026-01-06 ยท 146d late
ATNF180 Life Sciences Corp. Common Stock (ATNF) See Endnote
2025-08-13 โ†’ 2026-01-06 ยท 146d late
BMNRbitmine immersion technology
2025-08-08 โ†’ 2026-01-06 ยท 151d late
SMLRSemler Scientific Inc. Common Stock
2025-08-07 โ†’ 2026-01-06 ยท 152d late
ARGTGlobal X MSCI Argentina ETF
2025-08-07 โ†’ 2026-01-06 ยท 152d late
MSFTMicrosoft Corp.
2025-08-07 โ†’ 2026-01-06 ยท 152d late
BMNRbitmine immersion technology
2025-08-07 โ†’ 2026-01-06 ยท 152d late