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Financial disclosures · Stock trades

Mark Alford

Periodic transaction report filed March 31, 2026, MO04. Member page · The Clerk's PDF (document 20034201)

9
Transactions
from a 3-page report
0
Purchases
9
Sales
full and partial
0
Reported late
past the 30-day or 45-day deadline

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Member AMZN Amazon.com, Inc. - Common Stock (AMZN) (Stock) Sale (partial) Mar 16, 2026 Mar 16, 2026 $1,001 to $15,000 Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
2 Member AAPL Apple Inc. - Common Stock (AAPL) (Stock) Sale (partial) Mar 16, 2026 Mar 16, 2026 $1,001 to $15,000 Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
3 Member T AT&T Inc. (T) (Stock) Sale (partial) Mar 16, 2026 Mar 16, 2026 $1,001 to $15,000 Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
4 Member BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) (Stock) Sale (partial) Mar 16, 2026 Mar 16, 2026 $1,001 to $15,000 Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
5 Member DIA - State Street SPDR Dow Jones Indust Avg ETF Trust NYSEARCA: DIA (Other) Sale (partial) Mar 16, 2026 Mar 16, 2026 $1,001 to $15,000 Subholding of Putnam Investments. Location: US. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
6 Member Invesco QQQ (Other) Sale (partial) Mar 16, 2026 Mar 16, 2026 $1,001 to $15,000 Subholding of Putnam Investments. Location: US. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
7 Member PYPL PayPal Holdings, Inc. - Common Stock (PYPL) (Stock) Sale (partial) Mar 16, 2026 Mar 16, 2026 $1,001 to $15,000 Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
8 Member SPYB SPDR S&P 500 Buyback ETF (SPYB) (Stock) Sale (partial) Mar 16, 2026 Mar 16, 2026 $1,001 to $15,000 Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
9 Member SPYB SPDR S&P 500 Buyback ETF (SPYB) (Stock) Sale (partial) Mar 16, 2026 Mar 16, 2026 $1,001 to $15,000 Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave and the Clerk's filing date with the STOCK Act's deadlines (30 days after notification, never more than 45 days after the trade) and is not an ethics finding.

All of Mark Alford's reported trades Their filings

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