Commerce, Manufacturing, and Trade·Communications and Technology·Health
Service
House
New JerseyDist. 7
2023–2027(2)
Trading Style
Diversified Sectors: Trades spread across 9 sectors with no single sector exceeding 19% of activity.
Highly Diversified: Trades across 50 different tickers with no single stock exceeding 6% of activity.
Managed Accounts: 92% of trades occur within managed sub-accounts (including trust), suggesting professional financial management rather than direct trading.
Accelerating Activity: Trading frequency has increased significantly in recent periods, roughly 3x the earlier pace.
Exchange Activity: 10% of transactions are exchanges, indicating restructuring or fund conversions rather than outright buying or selling.
Small Position Sizes: Median trade size is around $15K, mostly staying in the $1K–$15K range.
