Congressional Trades
U.S. House · MI09

Lisa McClain

1424

Trades

720

Purchases

704

Sales

8

Filings

Disclosed Transactions

DateTypeSecurityOwnerAmount
07/15/2026Purchase
—Saronic TechnologiesPreferred stock
Spouse$50,001 - $100,000
01/12/2026Purchase
—ApptronikPreferred stock
Spouse$50,001 - $100,000
02/06/2026Purchase
BBAIBigBear.ai, Inc. Common StockStock
Spouse$15,001 - $50,000
02/04/2026Purchase
BBAIBigBear.ai, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ABBVAbbVie Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ACIWACI Worldwide, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
AMDAdvanced Micro Devices, Inc.Stock
Spouse$1,001 - $15,000
10/31/2025Sale
AKAMAkamai Technologies, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ALEXAlexander & Baldwin, Inc. Common Stock REIT Holding CompanyStock
Spouse$1,001 - $15,000
10/31/2025Sale
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Spouse$1,001 - $15,000
10/31/2025Sale
ALLEAllegion plc Ordinary SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
GOOGLAlphabet Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
AXPAmerican Express Company Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
AMHAmerican Homes 4 Rent Common Shares of Beneficial InterestStock
Spouse$1,001 - $15,000
10/31/2025Sale
APPFAppFolio, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
AAPLApple Inc. - Common StockStock
Spouse$15,001 - $50,000
10/31/2025Sale
ASMLASML Holding N.V. - New York Registry SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
AZNAstraZeneca PLC - American Depositary SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
AVBAvalonBay Communities, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
BACBank of America Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
BCSBarclays PLC Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
BAXBaxter International Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
BRK.BBerkshire Hathaway Inc. New Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
BHPBHP Group Limited American Depositary SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
BLBlackLine, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
BSXBoston Scientific Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
BPBP p.l.c. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
BCOBrinks CompanyStock
Spouse$1,001 - $15,000
10/31/2025Sale
AVGOBroadcom Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
BROBrown & Brown, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
BWXTBWX Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
CACICACI International, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
CASYCaseys General Stores, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
CHRDChord Energy Corporation - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
CIENCiena CorporationStock
Spouse$1,001 - $15,000
10/31/2025Sale
CLXClorox CompanyStock
Spouse$1,001 - $15,000
10/31/2025Sale
KOCoca-Cola CompanyStock
Spouse$1,001 - $15,000
10/31/2025Sale
COHRCoherent Corp.Stock
Spouse$1,001 - $15,000
10/31/2025Sale
COPConocoPhillips Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
CEGConstellation Energy Corporation - Common Stock When-IssuedStock
Spouse$1,001 - $15,000
10/31/2025Sale
CNMCore & Main, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
CMICummins Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
CVSCVS Health Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
DHID.R. Horton, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
DRIDarden Restaurants, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
DDOGDatadog, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
SREDBA Sempra Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
DELLDell Technologies Inc. Class C Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
DALDelta Air Lines, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
DKSDick's Sporting Goods Inc Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
DUKDuke Energy CorporationStock
Spouse$1,001 - $15,000
10/31/2025Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
SATSEchoStar Corporation - Common stockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ECLEcolab Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
EMEEMCOR Group, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
EHCEncompass Health Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ENTGEntegris, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
WTRGEssential Utilities, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
EXCExelon CorporationStock
Spouse$1,001 - $15,000
10/31/2025Sale
XOMExxon Mobil Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
FNFabrinet Ordinary SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
FIVEFive Below, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
FMCFMC Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
FTNTFortinet, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ITGartner, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
GTYGetty Realty Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
GSGoldman Sachs Group, Inc.Stock
Spouse$1,001 - $15,000
10/31/2025Sale
GSKGSK plc American Depositary SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
HASHasbro, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
HDBHDFC Bank Limited Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
HPEHewlett Packard Enterprise Company Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
HOMBHome BancShares, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
HMCHonda Motor Company, Ltd. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
HWMHowmet Aerospace Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
HUMHumana Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
IEXIDEX Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ITWIllinois Tool Works Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ILMNIllumina, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
INGING Group, N.V. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ITTITT Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
JDJD.com, Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
JNJJohnson & Johnson Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
JPMJP Morgan Chase & Co. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
KVUEKenvue Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
KRGKite Realty Group Trust Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
LLoews Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
LPXLouisiana-Pacific Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
MGYMagnolia Oil & Gas Corporation Class A Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
MTZMasTec, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
MCDMcDonald's Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
METAMeta Platforms, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
MGPIMGP Ingredients, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
MSFTMicrosoft Corporation - Common StockStock
Spouse$15,001 - $50,000
10/31/2025Sale
MKSIMKS Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
NFLXNetflix, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
NTRSNorthern Trust Corporation - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
NCLHNorwegian Cruise Line Holdings Ltd. Ordinary SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
NVSNovartis AG Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
NVONovo Nordisk A/S Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
NVDANVIDIA Corporation - Common StockStock
Spouse$15,001 - $50,000
10/31/2025Sale
OPCHOption Care Health, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ORCLOracle Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ORLYO'Reilly Automotive, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
OSKOshkosh CorporationStock
Spouse$1,001 - $15,000
10/31/2025Sale
OTISOtis Worldwide Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
PLTRPalantir Technologies Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
PDDPDD Holdings Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
PEPPepsico, Inc.Stock
Spouse$1,001 - $15,000
10/31/2025Sale
PFGCPerformance Food Group Company Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
PIIPolaris Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
PFGPrincipal Financial Group IncStock
Spouse$1,001 - $15,000
10/31/2025Sale
PSTGPure Storage, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
QLYSQualys, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
PWRQuanta Services, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
RBARB Global, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
RFRegions Financial Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
RGENRepligen Corporation - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
RIORio Tinto Plc Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
ROIVRoivant Sciences Ltd. - Common SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
SNDKSandisk Corporation - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
SAPSAP SE ADSStock
Spouse$1,001 - $15,000
10/31/2025Sale
SAICScience Applications International Corporation - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
SBCFSeacoast Banking Corporation of Florida - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
SHWSherwin-Williams CompanyStock
Spouse$1,001 - $15,000
10/31/2025Sale
SLBSLB Limited Common SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
SGISomnigroup International Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
SONYSony Group Corporation American Depositary SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
SRSpire Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
SFMSprouts Farmers Market, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
SFStifel Financial Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
SYYSysco Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Spouse$1,001 - $15,000
10/31/2025Sale
TMHCTaylor Morrison Home Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
TERTeradyne, Inc.Stock
Spouse$1,001 - $15,000
10/31/2025Sale
TSLATesla, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
TXTTextron Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
BKThe Bank of New York Mellon Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
SJMThe J.M. Smucker Company Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
TMOThermo Fisher Scientific Inc Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
TMUST-Mobile US, Inc.Stock
Spouse$1,001 - $15,000
10/31/2025Sale
TCOMTrip.com Group Limited - American Depositary SharesStock
Spouse$1,001 - $15,000
10/31/2025Sale
UBERUber Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
UTHRUnited Therapeutics Corporation - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
UNHUnitedHealth Group Incorporated Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
UNMUnum Group Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
UEUrban Edge Properties Common Shares of Beneficial InterestStock
Spouse$1,001 - $15,000
10/31/2025Sale
VALEVALE S.A. American Depositary Shares Each Representing one common shareStock
Spouse$1,001 - $15,000
10/31/2025Sale
VRTVertiv Holdings, LLC Class A Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
VVisa Inc.Stock
Spouse$1,001 - $15,000
10/31/2025Sale
VSTVistra Corp. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
WRBW.R. Berkley Corporation Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
WMTWalmart Inc. Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
WSFSWSFS Financial Corporation - Common StockStock
Spouse$1,001 - $15,000
10/31/2025Sale
WYNNWynn Resorts, Limited - Common StockStock
Spouse$1,001 - $15,000
01/31/2025Purchase
—38 DB LTX Due 04/01/38Government security
Self$15,001 - $50,000
01/31/2025Purchase
—38 COMB TAX Due 11/15/38Government security
Self$15,001 - $50,000
10/30/2025Sale
ABBVAbbVie Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ABBVAbbVie Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ACIWACI Worldwide, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
ACIWACI Worldwide, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
AMDAdvanced Micro Devices, Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Purchase
AMDAdvanced Micro Devices, Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Purchase
AKAMAkamai Technologies, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
AKAMAkamai Technologies, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
ALEXAlexander & Baldwin, Inc. Common Stock REIT Holding CompanyStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ALEXAlexander & Baldwin, Inc. Common Stock REIT Holding CompanyStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Spouse$1,001 - $15,000
10/30/2025Sale
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Spouse$1,001 - $15,000
10/30/2025Sale
ALLEAllegion plc Ordinary SharesStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ALLEAllegion plc Ordinary SharesStock
Spouse$1,001 - $15,000
10/30/2025Purchase
GOOGLAlphabet Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
GOOGLAlphabet Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
AXPAmerican Express Company Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
AXPAmerican Express Company Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
AMHAmerican Homes 4 Rent Common Shares of Beneficial InterestStock
Spouse$1,001 - $15,000
10/30/2025Sale
AMHAmerican Homes 4 Rent Common Shares of Beneficial InterestStock
Spouse$1,001 - $15,000
10/30/2025Sale
APPFAppFolio, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
APPFAppFolio, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
AAPLApple Inc. - Common StockStock
Spouse$15,001 - $50,000
10/30/2025Sale
AAPLApple Inc. - Common StockStock
Spouse$15,001 - $50,000
10/30/2025Sale
ASMLASML Holding N.V. - New York Registry SharesStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ASMLASML Holding N.V. - New York Registry SharesStock
Spouse$1,001 - $15,000
10/30/2025Purchase
AZNAstraZeneca PLC - American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
AZNAstraZeneca PLC - American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
AVBAvalonBay Communities, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
AVBAvalonBay Communities, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BACBank of America Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
BACBank of America Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
BCSBarclays PLC Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BCSBarclays PLC Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BAXBaxter International Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
BAXBaxter International Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
BRK.BBerkshire Hathaway Inc. New Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BRK.BBerkshire Hathaway Inc. New Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BHPBHP Group Limited American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
BHPBHP Group Limited American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
BLBlackLine, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BLBlackLine, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
BSXBoston Scientific Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BSXBoston Scientific Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BPBP p.l.c. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
BPBP p.l.c. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
BCOBrinks CompanyStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BCOBrinks CompanyStock
Spouse$1,001 - $15,000
10/30/2025Purchase
AVGOBroadcom Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
AVGOBroadcom Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
BROBrown & Brown, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BROBrown & Brown, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BWXTBWX Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
BWXTBWX Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
CACICACI International, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
CACICACI International, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
CASYCaseys General Stores, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
CASYCaseys General Stores, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
CHRDChord Energy Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
CHRDChord Energy Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
CIENCiena CorporationStock
Spouse$1,001 - $15,000
10/30/2025Sale
CIENCiena CorporationStock
Spouse$1,001 - $15,000
10/30/2025Sale
CLXClorox CompanyStock
Spouse$1,001 - $15,000
10/30/2025Purchase
CLXClorox CompanyStock
Spouse$1,001 - $15,000
10/30/2025Sale
KOCoca-Cola CompanyStock
Spouse$1,001 - $15,000
10/30/2025Purchase
KOCoca-Cola CompanyStock
Spouse$1,001 - $15,000
10/30/2025Purchase
COHRCoherent Corp.Stock
Spouse$1,001 - $15,000
10/30/2025Sale
COHRCoherent Corp.Stock
Spouse$1,001 - $15,000
10/30/2025Sale
COPConocoPhillips Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
COPConocoPhillips Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
CEGConstellation Energy Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
CEGConstellation Energy Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
CNMCore & Main, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
CNMCore & Main, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
CMICummins Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
CMICummins Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
CVSCVS Health Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
CVSCVS Health Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
DHID.R. Horton, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
DHID.R. Horton, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
DRIDarden Restaurants, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
DRIDarden Restaurants, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
DDOGDatadog, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
DDOGDatadog, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
SREDBA Sempra Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SREDBA Sempra Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
DELLDell Technologies Inc. Class C Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
DELLDell Technologies Inc. Class C Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
DALDelta Air Lines, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
DALDelta Air Lines, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
DKSDick's Sporting Goods Inc Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
DKSDick's Sporting Goods Inc Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
DUKDuke Energy CorporationStock
Spouse$1,001 - $15,000
10/30/2025Purchase
DUKDuke Energy CorporationStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ETNEaton Corporation, PLC Ordinary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
SATSEchoStar Corporation - Common stockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SATSEchoStar Corporation - Common stockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ECLEcolab Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
ECLEcolab Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
EMEEMCOR Group, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
EMEEMCOR Group, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
EHCEncompass Health Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
EHCEncompass Health Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
ENTGEntegris, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ENTGEntegris, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
WTRGEssential Utilities, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
WTRGEssential Utilities, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
EXCExelon CorporationStock
Spouse$1,001 - $15,000
10/30/2025Purchase
EXCExelon CorporationStock
Spouse$1,001 - $15,000
10/30/2025Purchase
XOMExxon Mobil Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
XOMExxon Mobil Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
FNFabrinet Ordinary SharesStock
Spouse$1,001 - $15,000
10/30/2025Purchase
FNFabrinet Ordinary SharesStock
Spouse$1,001 - $15,000
10/30/2025Purchase
FIVEFive Below, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
FIVEFive Below, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
FMCFMC Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
FMCFMC Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
FTNTFortinet, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
FTNTFortinet, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
ITGartner, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ITGartner, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
GTYGetty Realty Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
GTYGetty Realty Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
GSGoldman Sachs Group, Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Purchase
GSGoldman Sachs Group, Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Purchase
GSKGSK plc American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
GSKGSK plc American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
HASHasbro, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
HASHasbro, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
HDBHDFC Bank Limited Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
HDBHDFC Bank Limited Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
HPEHewlett Packard Enterprise Company Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
HPEHewlett Packard Enterprise Company Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
HOMBHome BancShares, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
HOMBHome BancShares, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
HMCHonda Motor Company, Ltd. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
HMCHonda Motor Company, Ltd. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
HWMHowmet Aerospace Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
HWMHowmet Aerospace Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
HUMHumana Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
HUMHumana Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
IEXIDEX Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
IEXIDEX Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ITWIllinois Tool Works Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
ITWIllinois Tool Works Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
ILMNIllumina, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ILMNIllumina, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
INGING Group, N.V. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
INGING Group, N.V. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
ITTITT Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ITTITT Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
JDJD.com, Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
JDJD.com, Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
JNJJohnson & Johnson Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
JNJJohnson & Johnson Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
JPMJP Morgan Chase & Co. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
JPMJP Morgan Chase & Co. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
KVUEKenvue Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
KVUEKenvue Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
KRGKite Realty Group Trust Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
KRGKite Realty Group Trust Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
LLoews Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
LLoews Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
LPXLouisiana-Pacific Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
LPXLouisiana-Pacific Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
MGYMagnolia Oil & Gas Corporation Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
MGYMagnolia Oil & Gas Corporation Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
MTZMasTec, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
MTZMasTec, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
MCDMcDonald's Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
MCDMcDonald's Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
METAMeta Platforms, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
METAMeta Platforms, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
MGPIMGP Ingredients, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
MGPIMGP Ingredients, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
MSFTMicrosoft Corporation - Common StockStock
Spouse$15,001 - $50,000
10/30/2025Sale
MSFTMicrosoft Corporation - Common StockStock
Spouse$15,001 - $50,000
10/30/2025Sale
MKSIMKS Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
MKSIMKS Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
NFLXNetflix, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
NFLXNetflix, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
NTRSNorthern Trust Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
NTRSNorthern Trust Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
NCLHNorwegian Cruise Line Holdings Ltd. Ordinary SharesStock
Spouse$1,001 - $15,000
10/30/2025Purchase
NCLHNorwegian Cruise Line Holdings Ltd. Ordinary SharesStock
Spouse$1,001 - $15,000
10/30/2025Purchase
NVSNovartis AG Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
NVSNovartis AG Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
NVONovo Nordisk A/S Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
NVONovo Nordisk A/S Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
NVDANVIDIA Corporation - Common StockStock
Spouse$15,001 - $50,000
10/30/2025Sale
NVDANVIDIA Corporation - Common StockStock
Spouse$15,001 - $50,000
10/30/2025Sale
OPCHOption Care Health, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
OPCHOption Care Health, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ORCLOracle Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
ORCLOracle Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
ORLYO'Reilly Automotive, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ORLYO'Reilly Automotive, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
OSKOshkosh CorporationStock
Spouse$1,001 - $15,000
10/30/2025Sale
OSKOshkosh CorporationStock
Spouse$1,001 - $15,000
10/30/2025Sale
OTISOtis Worldwide Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
OTISOtis Worldwide Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
PLTRPalantir Technologies Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
PLTRPalantir Technologies Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
PDDPDD Holdings Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Purchase
PDDPDD Holdings Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Purchase
PEPPepsico, Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Sale
PEPPepsico, Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Sale
PFGCPerformance Food Group Company Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
PFGCPerformance Food Group Company Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
PIIPolaris Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
PIIPolaris Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
PFGPrincipal Financial Group IncStock
Spouse$1,001 - $15,000
10/30/2025Purchase
PFGPrincipal Financial Group IncStock
Spouse$1,001 - $15,000
10/30/2025Purchase
PSTGPure Storage, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
PSTGPure Storage, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
QLYSQualys, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
QLYSQualys, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
PWRQuanta Services, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
PWRQuanta Services, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
RBARB Global, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
RBARB Global, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
RFRegions Financial Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
RFRegions Financial Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
RGENRepligen Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
RGENRepligen Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
RIORio Tinto Plc Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
RIORio Tinto Plc Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
ROIVRoivant Sciences Ltd. - Common SharesStock
Spouse$1,001 - $15,000
10/30/2025Purchase
ROIVRoivant Sciences Ltd. - Common SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
SNDKSandisk Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SNDKSandisk Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SAPSAP SE ADSStock
Spouse$1,001 - $15,000
10/30/2025Sale
SAPSAP SE ADSStock
Spouse$1,001 - $15,000
10/30/2025Sale
SAICScience Applications International Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SAICScience Applications International Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SBCFSeacoast Banking Corporation of Florida - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
SBCFSeacoast Banking Corporation of Florida - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
SHWSherwin-Williams CompanyStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SHWSherwin-Williams CompanyStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SLBSLB Limited Common SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
SLBSLB Limited Common SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
SGISomnigroup International Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SGISomnigroup International Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SONYSony Group Corporation American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
SONYSony Group Corporation American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
SRSpire Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SRSpire Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SFMSprouts Farmers Market, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
SFMSprouts Farmers Market, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
SFStifel Financial Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SFStifel Financial Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SYYSysco Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
SYYSysco Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Spouse$1,001 - $15,000
10/30/2025Purchase
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Spouse$1,001 - $15,000
10/30/2025Purchase
TMHCTaylor Morrison Home Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
TMHCTaylor Morrison Home Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
TERTeradyne, Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Purchase
TERTeradyne, Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Purchase
TSLATesla, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
TSLATesla, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
TXTTextron Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
TXTTextron Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
BKThe Bank of New York Mellon Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
BKThe Bank of New York Mellon Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
SJMThe J.M. Smucker Company Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
SJMThe J.M. Smucker Company Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
TMOThermo Fisher Scientific Inc Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
TMOThermo Fisher Scientific Inc Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
TMUST-Mobile US, Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Sale
TMUST-Mobile US, Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Purchase
TCOMTrip.com Group Limited - American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
TCOMTrip.com Group Limited - American Depositary SharesStock
Spouse$1,001 - $15,000
10/30/2025Sale
UBERUber Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
UBERUber Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
UTHRUnited Therapeutics Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
UTHRUnited Therapeutics Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
UNHUnitedHealth Group Incorporated Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
UNHUnitedHealth Group Incorporated Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
UNMUnum Group Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
UNMUnum Group Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
UEUrban Edge Properties Common Shares of Beneficial InterestStock
Spouse$1,001 - $15,000
10/30/2025Purchase
UEUrban Edge Properties Common Shares of Beneficial InterestStock
Spouse$1,001 - $15,000
10/30/2025Purchase
VALEVALE S.A. American Depositary Shares Each Representing one common shareStock
Spouse$1,001 - $15,000
10/30/2025Sale
VRTVertiv Holdings, LLC Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
VRTVertiv Holdings, LLC Class A Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
VVisa Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Sale
VVisa Inc.Stock
Spouse$1,001 - $15,000
10/30/2025Sale
VSTVistra Corp. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
VSTVistra Corp. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
WRBW.R. Berkley Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
WRBW.R. Berkley Corporation Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
WMTWalmart Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
WMTWalmart Inc. Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
WSFSWSFS Financial Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
WSFSWSFS Financial Corporation - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Sale
WYNNWynn Resorts, Limited - Common StockStock
Spouse$1,001 - $15,000
10/30/2025Purchase
WYNNWynn Resorts, Limited - Common StockStock
Spouse$1,001 - $15,000
01/30/2025Purchase
—29 WTR UTIL Due 09/01/29Government security
Self$15,001 - $50,000
01/30/2025Purchase
—36 Go UTX Due 05/01/36Government security
Self$15,001 - $50,000
08/28/2025Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Spouse$50,001 - $100,000
03/28/2025Sale
HUBSHubSpot, Inc. Common StockStock
Spouse$1,001 - $15,000
03/28/2025Purchase
TTDThe Trade Desk, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
ADCAgree Realty Corporation Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
APDAir Products and Chemicals, Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Partial Sale
AMZNAmazon.com, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
AMHAmerican Homes 4 Rent Common Shares of Beneficial InterestStock
Spouse$1,001 - $15,000
09/25/2025Sale
AMGNAmgen Inc. - Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
ASMLASML Holding N.V. - New York Registry SharesStock
Spouse$1,001 - $15,000
09/25/2025Purchase
BAXBaxter International Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
BBTBeacon Financial Corporation Common stockStock
Spouse$1,001 - $15,000
09/25/2025Sale
BCCBoise Cascade, L.L.C. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
BTIBritish American Tobacco Industries, p.l.c. Common Stock ADRStock
Spouse$1,001 - $15,000
09/25/2025Sale
CHDChurch & Dwight Company, Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
KOCoca-Cola CompanyStock
Spouse$1,001 - $15,000
09/25/2025Sale
CONConcentra Group Holdings Parent, Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
CSGPCoStar Group, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
DHRDanaher Corporation Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
DRIDarden Restaurants, Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
DEODiageo plc Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
DLBDolby Laboratories Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
DTDynatrace, Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
WTRGEssential Utilities, Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
FMCFMC Corporation Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
FCXFreeport-McMoRan, Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
GTYGetty Realty Corporation Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
HDBHDFC Bank Limited Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
HRLHormel Foods Corporation Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
HUMHumana Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
INGRIngredion Incorporated Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
KVUEKenvue Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
LPXLouisiana-Pacific Corporation Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
MANManpowerGroup Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
CARTMaplebear Inc. - Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
MMSIMerit Medical Systems, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
MGPIMGP Ingredients, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesStock
Spouse$1,001 - $15,000
09/25/2025Partial Sale
NVSNovartis AG Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
OPCHOption Care Health, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
RSReliance, Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
ROLRollins, Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
RHPRyman Hospitality Properties, Inc.Stock
Spouse$1,001 - $15,000
09/25/2025Purchase
SAPSAP SE ADSStock
Spouse$1,001 - $15,000
09/25/2025Sale
SBACSBA Communications Corporation - Class A Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
SLBSchlumberger N.V. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
SNDRSchneider National, Inc. Common StockStock
Spouse$1,001 - $15,000
09/25/2025Purchase
SFMSprouts Farmers Market, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/25/2025Sale
ULUnilever PLC Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
ABTAbbott Laboratories Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
ACNAccenture plc Class A Ordinary SharesStock
Spouse$1,001 - $15,000
06/24/2025Sale
AGCOAGCO Corporation Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
GOOGLAlphabet Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
AMGNAmgen Inc. - Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
ATRAptarGroup, Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
MTArcelor Mittal NY Registry Shares NEWStock
Spouse$1,001 - $15,000
06/24/2025Sale
BDXBecton, Dickinson and Company Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
BPBP p.l.c. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
BTIBritish American Tobacco Industries, p.l.c. Common Stock ADRStock
Spouse$1,001 - $15,000
06/24/2025Sale
CHXChampionX CorporationStock
Spouse$1,001 - $15,000
06/24/2025Purchase
CHEChemed CorpStock
Spouse$1,001 - $15,000
06/24/2025Sale
CVXChevron Corporation Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
CHRDChord Energy Corporation - Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
CHDChurch & Dwight Company, Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
CLXClorox CompanyStock
Spouse$1,001 - $15,000
06/24/2025Partial Sale
CNHCNH Industrial N.V. Common SharesStock
Spouse$1,001 - $15,000
06/24/2025Purchase
KOCoca-Cola CompanyStock
Spouse$1,001 - $15,000
06/24/2025Sale
CLColgate-Palmolive Company Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
COPConocoPhillips Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
CRGYCrescent Energy Company Class A Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
CMICummins Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
DEDeere & Company Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
DEODiageo plc Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
DLBDolby Laboratories Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
DOWDow Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
DUOLDuolingo, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
06/24/2025Partial Sale
DTDynatrace, Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
EBAYeBay Inc. - Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
ELVElevance Health, Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
EQNREquinor ASAStock
Spouse$1,001 - $15,000
06/24/2025Purchase
XOMExxon Mobil Corporation Common StockStock
Spouse$1,001 - $15,000
06/24/2025Partial Sale
GISGeneral Mills, Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Partial Sale
GMEDGlobus Medical, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
GFIGold Fields Limited American Depositary SharesStock
Spouse$1,001 - $15,000
06/24/2025Sale
GSKGSK plc American Depositary SharesStock
Spouse$1,001 - $15,000
06/24/2025Sale
GWREGuidewire Software, Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
HLNHaleon plc American Depositary SharesStock
Spouse$1,001 - $15,000
06/24/2025Sale
HALHalliburton Company Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
HMCHonda Motor Company, Ltd. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
HUMHumana Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
IBNICICI Bank Limited Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
INFYInfosys Limited American Depositary SharesStock
Spouse$1,001 - $15,000
06/24/2025Purchase
INGING Group, N.V. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
INGRIngredion Incorporated Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
IBKRInteractive Brokers Group, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
INTUIntuit Inc. - Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
JDJD.com, Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
06/24/2025Sale
JNJJohnson & Johnson Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
LINLinde plc - Ordinary SharesStock
Spouse$1,001 - $15,000
06/24/2025Sale
LYBLyondellBasell Industries NV Ordinary Shares Class AStock
Spouse$1,001 - $15,000
06/24/2025Sale
MGYMagnolia Oil & Gas Corporation Class A Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
MAMastercard Incorporated Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
MCDMcDonald's Corporation Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
MRKMerck & Company, Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
NGGNational Grid Transco, PLC National Grid PLCStock
Spouse$1,001 - $15,000
06/24/2025Sale
NWGNatWest Group plc American Depositary Shares,Stock
Spouse$1,001 - $15,000
06/24/2025Sale
NOCNorthrop Grumman Corporation Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
NOVNOV Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
OVVOvintiv Inc.Stock
Spouse$1,001 - $15,000
06/24/2025Purchase
PEPPepsico, Inc.Stock
Spouse$1,001 - $15,000
06/24/2025Purchase
PMPhilip Morris International Inc Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
PGProcter & Gamble CompanyStock
Spouse$1,001 - $15,000
06/24/2025Purchase
RBARB Global, Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
RIORio Tinto Plc Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
ROSTRoss Stores, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
SCIService Corporation International Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
SGISomnigroup International Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
SONYSony Group Corporation American Depositary SharesStock
Spouse$1,001 - $15,000
06/24/2025Partial Sale
SBUXStarbucks Corporation - Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
TXRHTexas Roadhouse, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
SJMThe J.M. Smucker Company Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
TTETotalEnergies SEStock
Spouse$1,001 - $15,000
06/24/2025Sale
TMToyota Motor Corporation Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
TCOMTrip.com Group Limited - American Depositary SharesStock
Spouse$1,001 - $15,000
06/24/2025Sale
UNHUnitedHealth Group Incorporated Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
VALEVALE S.A. American Depositary Shares Each Representing one common shareStock
Spouse$1,001 - $15,000
06/24/2025Sale
VRSNVeriSign, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
VZVerizon Communications Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
VNOMViper Energy, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
06/24/2025Sale
WMWaste Management, Inc. Common StockStock
Spouse$1,001 - $15,000
06/24/2025Purchase
YUMBrands, Inc.Stock
Self$1,001 - $15,000
02/24/2025Purchase
WMBWilliams Companies, Inc.Stock
Spouse$1,001 - $15,000
06/23/2025Purchase
ADBEAdobe Inc. - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Partial Sale
ABBVAbbVie Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
ABBVAbbVie Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
ACIAlbertsons Companies, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Spouse$1,001 - $15,000
07/22/2025Partial Sale
AMZNAmazon.com, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
ARAntero Resources Corporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Partial Sale
AAPLApple Inc. - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
AMATApplied Materials, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Partial Sale
ASMLASML Holding N.V. - New York Registry SharesStock
Spouse$1,001 - $15,000
07/22/2025Purchase
AZNAstraZeneca PLC - American Depositary SharesStock
Spouse$1,001 - $15,000
07/22/2025Purchase
ALVAutoliv, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
BAXBaxter International Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
BHPBHP Group Limited American Depositary SharesStock
Spouse$1,001 - $15,000
07/22/2025Purchase
CSCOCisco Systems, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
CNHCNH Industrial N.V. Common SharesStock
Spouse$1,001 - $15,000
07/22/2025Purchase
CAGConAgra Brands, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
CWCurtiss-Wright Corporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
DHRDanaher Corporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
DRIDarden Restaurants, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
DBXDropbox, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
EHCEncompass Health Corporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
EPAMEPAM Systems, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
XOMExxon Mobil Corporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
FIFiserv, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
ITGartner, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
GPIGroup 1 Automotive, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
HDBHDFC Bank Limited Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
HRLHormel Foods Corporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
KMIKinder Morgan, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
LADLithia Motors, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
LULUlululemon athletica inc. - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
MKCMcCormick & Company, Incorporated Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
MEDPMedpace Holdings, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
MMSIMerit Medical Systems, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
METAMeta Platforms, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
MUMicron Technology, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
MORNMorningstar, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesStock
Spouse$1,001 - $15,000
07/22/2025Purchase
NYTNew York Times CompanyStock
Spouse$1,001 - $15,000
07/22/2025Purchase
NOVTNovanta Inc. - Common SharesStock
Spouse$1,001 - $15,000
07/22/2025Partial Sale
NVSNovartis AG Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
RRCRange Resources Corporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
RGENRepligen Corporation - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Partial Sale
RVTYRevvity, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
ROPRoper Technologies, Inc.Stock
Spouse$1,001 - $15,000
07/22/2025Purchase
RGLDRoyal Gold, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
SNYSanofi - American Depositary SharesStock
Spouse$1,001 - $15,000
07/22/2025Sale
SAPSAP SE ADSStock
Spouse$1,001 - $15,000
07/22/2025Sale
SLBSchlumberger N.V. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
SBUXStarbucks Corporation - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
TRGPTarga Resources, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
TFXTeleflex Incorporated Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
TPLTexas Pacific Land Corporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
TMOThermo Fisher Scientific Inc Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
ULUnilever PLC Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
UNPUnion Pacific Corporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
WATWaters Corporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
WDFCWD-40 Company - Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
WSTWest Pharmaceutical Services, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Sale
WALWestern Alliance Bancorporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
WHRWhirlpool Corporation Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
XPOXPO, Inc. Common StockStock
Spouse$1,001 - $15,000
07/22/2025Purchase
ZTSZoetis Inc. Class A Common StockStock
Spouse$1,001 - $15,000
01/22/2025Purchase
AVGOBroadcom Inc. - Common StockStock
Spouse$1,001 - $15,000
01/22/2025Sale
NXPINXP Semiconductors N.V. - Common StockStock
Spouse$1,001 - $15,000
03/21/2025Sale
CRMSalesforce, Inc. Common StockStock
Spouse$1,001 - $15,000
03/21/2025Purchase
WDAYWorkday, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
02/21/2025Purchase
HUBSHubSpot, Inc. Common StockStock
Spouse$1,001 - $15,000
02/21/2025Sale
SHWSherwin-Williams CompanyStock
Spouse$1,001 - $15,000
02/21/2025Sale
TTDThe Trade Desk, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
02/21/2025Purchase
UBERUber Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
06/20/2025Sale
XUnited States Steel Corporation Common StockStock
Spouse$1,001 - $15,000
03/20/2025Sale
ANETArista Networks, Inc. Common StockStock
Spouse$1,001 - $15,000
03/20/2025Sale
CMGChipotle Mexican Grill, Inc. Common StockStock
Spouse$1,001 - $15,000
03/20/2025Purchase
SYYSysco Corporation Common StockStock
Spouse$1,001 - $15,000
03/20/2025Purchase
VRTVertiv Holdings, LLC Class A Common StockStock
Spouse$1,001 - $15,000
08/19/2025Purchase
ACIWACI Worldwide, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/19/2025Purchase
HCAHCA Healthcare, Inc. Common StockStock
Spouse$1,001 - $15,000
08/18/2025Sale
AMEDAmedisys Inc - Common StockStock
Spouse$1,001 - $15,000
02/18/2025Purchase
—39Government security
Self$15,001 - $50,000
06/17/2025Purchase
ABBVAbbVie Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
WMSAdvanced Drainage Systems, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
AMDAdvanced Micro Devices, Inc.Stock
Spouse$1,001 - $15,000
06/17/2025Purchase
AAgilent Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
ADCAgree Realty Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
ALKAlaska Air Group, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Partial Sale
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Spouse$1,001 - $15,000
06/17/2025Purchase
ALLEAllegion plc Ordinary SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
AMZNAmazon.com, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
AXPAmerican Express Company Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
AIGAmerican International Group, Inc. New Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
AAPLApple Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
ARMKAramark Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
AWIArmstrong World Industries Inc Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
ASMLASML Holding N.V. - New York Registry SharesStock
Spouse$1,001 - $15,000
06/17/2025Partial Sale
AZNAstraZeneca PLC - American Depositary SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
TAT&T Inc.Stock
Spouse$1,001 - $15,000
06/17/2025Partial Sale
AVTRAvantor, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
BACBank of America Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
BCSBarclays PLC Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
BDXBecton, Dickinson and Company Common StockStock
Spouse$1,001 - $15,000
06/17/2025Partial Sale
BHPBHP Group Limited American Depositary SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
BILLBILL Holdings, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
BKHBlack Hills Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
BTIBritish American Tobacco Industries, p.l.c. Common Stock ADRStock
Spouse$1,001 - $15,000
06/17/2025Purchase
AVGOBroadcom Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
BRBroadridge Financial Solutions, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
BRKLBrookline Bancorp, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
BF.BBrown Forman Inc Class B Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
BCBrunswick Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
BURLBurlington Stores, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
CPBCampbell Soup Company Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
CPRICapri Holdings Limited Ordinary SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
CSLCarlisle Companies Incorporated Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
CVXChevron Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
CHDChurch & Dwight Company, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
CIENCiena CorporationStock
Spouse$1,001 - $15,000
06/17/2025Purchase
CNHCNH Industrial N.V. Common SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
COHRCoherent Corp.Stock
Spouse$1,001 - $15,000
06/17/2025Purchase
CLColgate-Palmolive Company Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
CBUCommunity Financial System, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
STZConstellation Brands, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
CNMCore & Main, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
COSTCostco Wholesale Corporation - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
CTRACoterra Energy Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
CYTKCytokinetics, Incorporated - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
DHID.R. Horton, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
SREDBA Sempra Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
DALDelta Air Lines, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
FANGDiamondback Energy, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
DKSDick's Sporting Goods Inc Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
DOCUDocuSign, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
DUKDuke Energy CorporationStock
Spouse$1,001 - $15,000
06/17/2025Purchase
DUOLDuolingo, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
DTDynatrace, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
EMNEastman Chemical Company Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
EBAYeBay Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
EMEEMCOR Group, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
EIGEmployers Holdings Inc Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
ELSEquity Lifestyle Properties, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
ESNTEssent Group Ltd. Common SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
EGEverest Group, Ltd. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
EVTCEvertec, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
EXCExelon CorporationStock
Spouse$1,001 - $15,000
06/17/2025Sale
FFINFirst Financial Bankshares, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
FHBFirst Hawaiian, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
FRFirst Industrial Realty Trust, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
FTVFortive Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
GATXGATX Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
GISGeneral Mills, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
GNWGenworth Financial Inc Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
GLGlobe Life Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
GMEDGlobus Medical, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
GGGGraco Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
GPKGraphic Packaging Holding CompanyStock
Spouse$1,001 - $15,000
06/17/2025Purchase
GSKGSK plc American Depositary SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
GWREGuidewire Software, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
HALHalliburton Company Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
HASHasbro, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Partial Sale
HDBHDFC Bank Limited Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
HQYHealthEquity, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
DOCHealthpeak Properties, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
HPEHewlett Packard Enterprise Company Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
HTHHilltop Holdings Inc.Stock
Spouse$1,001 - $15,000
06/17/2025Purchase
HOMBHome BancShares, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
HONHoneywell International Inc.Stock
Spouse$1,001 - $15,000
06/17/2025Purchase
HSBCHSBC Holdings, plc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
HHyatt Hotels Corporation Class A Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
ITWIllinois Tool Works Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
IRTIndependence Realty Trust, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
INFYInfosys Limited American Depositary SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
IBKRInteractive Brokers Group, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
IBMInternational Business Machines Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
INTUIntuit Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
ITTITT Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
JDJD.com, Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
JNJJohnson & Johnson Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
JPMJP Morgan Chase & Co. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
KBHKB Home Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
KDPKeurig Dr Pepper Inc.Stock
Spouse$1,001 - $15,000
06/17/2025Sale
KRGKite Realty Group Trust Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
LSTRLandstar System, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
LNCLincoln National Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
LYGLloyds Banking Group Plc American Depositary SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
LLoews Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
LPXLouisiana-Pacific Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
MAMastercard Incorporated Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
MTGMGIC Investment Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
MUFGMitsubishi UFJ Financial Group, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
MNSTMonster Beverage Corporation - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
FIZZNational Beverage Corp. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
NWGNatWest Group plc American Depositary Shares,Stock
Spouse$1,001 - $15,000
06/17/2025Partial Sale
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesStock
Spouse$1,001 - $15,000
06/17/2025Partial Sale
NBIXNeurocrine Biosciences, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
NEMNewmont CorporationStock
Spouse$1,001 - $15,000
06/17/2025Purchase
NNNNNN REIT, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Partial Sale
NOKNokia Corporation Sponsored American Depositary SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
NTRSNorthern Trust Corporation - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
NOCNorthrop Grumman Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
NWENorthWestern Energy Group, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
NCLHNorwegian Cruise Line Holdings Ltd. Ordinary SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
NVSNovartis AG Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
NVDANVIDIA Corporation - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
OKTAOkta, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
ORCLOracle Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
PLTRPalantir Technologies Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
PKPark Hotels & Resorts Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
PIIPolaris Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
PFGPrincipal Financial Group IncStock
Spouse$1,001 - $15,000
06/17/2025Purchase
PSTGPure Storage, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
RFRegions Financial Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
RSReliance, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Partial Sale
RGENRepligen Corporation - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
RVTYRevvity, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
RLIRLI Corp. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
ROIVRoivant Sciences Ltd. - Common SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
ROSTRoss Stores, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
CRMSalesforce, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
SNYSanofi - American Depositary SharesStock
Spouse$1,001 - $15,000
06/17/2025Purchase
SESea Limited American Depositary Shares, each representing one Class A Ordinary ShareStock
Spouse$1,001 - $15,000
06/17/2025Purchase
SBCFSeacoast Banking Corporation of Florida - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
SEESealed Air Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
SIGISelective Insurance Group, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
NOWServiceNow, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
SHWSherwin-Williams CompanyStock
Spouse$1,001 - $15,000
06/17/2025Sale
SNNSmith & Nephew SNATS, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
SONYSony Group Corporation American Depositary SharesStock
Spouse$1,001 - $15,000
06/17/2025Sale
SBSISouthside Bancshares, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
SRSpire Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
SBUXStarbucks Corporation - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
STWDSTARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc.Stock
Spouse$1,001 - $15,000
06/17/2025Purchase
SFStifel Financial Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Spouse$1,001 - $15,000
06/17/2025Purchase
TMHCTaylor Morrison Home Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
TERTeradyne, Inc.Stock
Spouse$1,001 - $15,000
06/17/2025Purchase
TSLATesla, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
TXNTexas Instruments Incorporated - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
TXRHTexas Roadhouse, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
BKThe Bank of New York Mellon Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
MIDDThe Middleby Corporation - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
TKRTimken CompanyStock
Spouse$1,001 - $15,000
06/17/2025Purchase
TMUST-Mobile US, Inc.Stock
Spouse$1,001 - $15,000
06/17/2025Purchase
TTETotalEnergies SEStock
Spouse$1,001 - $15,000
06/17/2025Purchase
TMToyota Motor Corporation Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
TNLTravel Leisure Co. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
TRNTrinity Industries, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Partial Sale
ULUnilever PLC Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
UPSUnited Parcel Service, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
UNHUnitedHealth Group Incorporated Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
UNMUnum Group Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
UEUrban Edge Properties Common Shares of Beneficial InterestStock
Spouse$1,001 - $15,000
06/17/2025Sale
VREVeris Residential, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
VRSNVeriSign, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
VSTVistra Corp. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Sale
VOYAVoya Financial, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
WMTWalmart Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
WMWaste Management, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
WSOWatsco, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
WSTWest Pharmaceutical Services, Inc. Common StockStock
Spouse$1,001 - $15,000
06/17/2025Partial Sale
WDAYWorkday, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
06/17/2025Purchase
WSFSWSFS Financial Corporation - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
WMSAdvanced Drainage Systems, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
AAgilent Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
ACIAlbertsons Companies, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
ALEXAlexander & Baldwin, Inc. Common Stock REIT Holding CompanyStock
Spouse$1,001 - $15,000
07/16/2025Purchase
BUDAnheuser-Busch Inbev SA Sponsored ADRStock
Spouse$1,001 - $15,000
07/16/2025Sale
ADPAutomatic Data Processing, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
BRK.BBerkshire Hathaway Inc. New Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
BLKBlackRock, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
SCHWCharles Schwab CorporationStock
Spouse$1,001 - $15,000
07/16/2025Sale
CTSHCognizant Technology Solutions Corporation - Class A Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
CDPCOPT Defense Properties Common Shares of Beneficial InterestStock
Spouse$1,001 - $15,000
07/16/2025Sale
CUZCousins Properties Incorporated Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
CRWDCrowdStrike Holdings, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
DRIDarden Restaurants, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
DEDeere & Company Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
FANGDiamondback Energy, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
LLYEli Lilly and Company Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
EQHEquitable Holdings, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
EGEverest Group, Ltd. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
FCPTFour Corners Property Trust, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
ITGartner, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
GISGeneral Mills, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
HDHome Depot, Inc.Stock
Spouse$1,001 - $15,000
07/16/2025Purchase
HRLHormel Foods Corporation Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
IBMInternational Business Machines Corporation Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
ISRGIntuitive Surgical, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
JKHYJack Henry & Associates, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
KMBKimberly-Clark Corporation - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
LSTRLandstar System, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
LINLinde plc - Ordinary SharesStock
Spouse$1,001 - $15,000
07/16/2025Purchase
LULUlululemon athletica inc. - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
METAMeta Platforms, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
MSFTMicrosoft Corporation - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
MUFGMitsubishi UFJ Financial Group, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Partial Sale
NEMNewmont CorporationStock
Spouse$1,001 - $15,000
07/16/2025Sale
NICENICE Ltd - American Depositary Shares each representing one Ordinary ShareStock
Spouse$1,001 - $15,000
07/16/2025Purchase
NOGNorthern Oil and Gas, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
NOVNOV Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
PANWPalo Alto Networks, Inc.Stock
Spouse$1,001 - $15,000
07/16/2025Purchase
PAYXPaychex, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
PDDPDD Holdings Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
07/16/2025Purchase
PFEPfizer, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
PECOPhillips Edison & Company, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
PRGSProgress Software Corporation - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
PGRProgressive CorporationStock
Spouse$1,001 - $15,000
07/16/2025Sale
CRMSalesforce, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
CRMSalesforce, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
SAPSAP SE ADSStock
Spouse$1,001 - $15,000
07/16/2025Purchase
SLBSchlumberger N.V. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
SCIService Corporation International Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
FUNSix Flags Entertainment Corporation Common Stock NewStock
Spouse$1,001 - $15,000
07/16/2025Purchase
TFXTeleflex Incorporated Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
UPSUnited Parcel Service, Inc. Common StockStock
Spouse$1,001 - $15,000
07/16/2025Sale
WPCW. P. Carey Inc. REITStock
Spouse$1,001 - $15,000
07/16/2025Purchase
WRBW.R. Berkley Corporation Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
WATWaters Corporation Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
WDFCWD-40 Company - Common StockStock
Spouse$1,001 - $15,000
07/16/2025Purchase
WALWestern Alliance Bancorporation Common StockStock
Spouse$1,001 - $15,000
12/15/2025Purchase
—xAIPreferred stock
Spouse$100,001 - $250,000
10/15/2025Sale
CIENCiena CorporationStock
Spouse$1,001 - $15,000
01/15/2025Purchase
DELLDell Technologies Inc. Class C Common StockStock
Spouse$1,001 - $15,000
01/15/2025Sale
ZTSZoetis Inc. Class A Common StockStock
Spouse$1,001 - $15,000
10/14/2025Sale
AMZNAmazon.com, Inc. - Common StockStock
Spouse$1,001 - $15,000
10/14/2025Partial Sale
AAPLApple Inc. - Common StockStock
Spouse$1,001 - $15,000
10/14/2025Sale
ANETArista Networks, Inc. Common StockStock
Spouse$1,001 - $15,000
10/14/2025Partial Sale
ASMLASML Holding N.V. - New York Registry SharesStock
Spouse$1,001 - $15,000
10/14/2025Sale
BLKBlackRock, Inc. Common StockStock
Spouse$1,001 - $15,000
10/14/2025Sale
FLEXFlex Ltd. - Ordinary SharesStock
Spouse$1,001 - $15,000
10/14/2025Sale
HSBCHSBC Holdings, plc. Common StockStock
Spouse$1,001 - $15,000
10/14/2025Sale
HHyatt Hotels Corporation Class A Common StockStock
Spouse$1,001 - $15,000
10/14/2025Sale
INGRIngredion Incorporated Common StockStock
Spouse$1,001 - $15,000
10/14/2025Sale
IBKRInteractive Brokers Group, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/14/2025Sale
LYGLloyds Banking Group Plc American Depositary SharesStock
Spouse$1,001 - $15,000
10/14/2025Partial Sale
METAMeta Platforms, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
10/14/2025Sale
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesStock
Spouse$1,001 - $15,000
10/14/2025Sale
ROLRollins, Inc. Common StockStock
Spouse$1,001 - $15,000
10/14/2025Partial Sale
SAPSAP SE ADSStock
Spouse$1,001 - $15,000
10/14/2025Sale
SNDRSchneider National, Inc. Common StockStock
Spouse$1,001 - $15,000
10/14/2025Sale
SHELShell PLC American Depositary SharesStock
Spouse$1,001 - $15,000
10/14/2025Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Spouse$1,001 - $15,000
10/14/2025Sale
TMToyota Motor Corporation Common StockStock
Spouse$1,001 - $15,000
02/14/2025Sale
INTUIntuit Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
ADCAgree Realty Corporation Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
AKAMAkamai Technologies, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
LNTAlliant Energy CorporationStock
Spouse$1,001 - $15,000
08/13/2025Purchase
APPFAppFolio, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
ANETArista Networks, Inc. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
BILLBILL Holdings, Inc. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
BLBlackLine, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
BURLBurlington Stores, Inc. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
CLColgate-Palmolive Company Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
CVLTCommvault Systems, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
CSGPCoStar Group, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
CUBECubeSmart Common SharesStock
Spouse$1,001 - $15,000
08/13/2025Purchase
DDOGDatadog, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
DPZDomino's Pizza Inc - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
DUOLDuolingo, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
ELVElevance Health, Inc. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
EQNREquinor ASAStock
Spouse$1,001 - $15,000
08/13/2025Purchase
EXPOExponent, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
FTNTFortinet, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
FCXFreeport-McMoRan, Inc. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
FCNFTI Consulting, Inc. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
GWREGuidewire Software, Inc. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
IBNICICI Bank Limited Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
INFYInfosys Limited American Depositary SharesStock
Spouse$1,001 - $15,000
08/13/2025Purchase
IBKRInteractive Brokers Group, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
INTUIntuit Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
JDJD.com, Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
08/13/2025Purchase
KRGKite Realty Group Trust Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
LILi Auto Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
08/13/2025Purchase
CARTMaplebear Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
NWGNatWest Group plc American Depositary Shares,Stock
Spouse$1,001 - $15,000
08/13/2025Sale
NNNNNN REIT, Inc. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
OGEOGE Energy Corp Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
PFGCPerformance Food Group Company Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
SAPSAP SE ADSStock
Spouse$1,001 - $15,000
08/13/2025Sale
NOWServiceNow, Inc. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
FUNSix Flags Entertainment Corporation Common Stock NewStock
Spouse$1,001 - $15,000
08/13/2025Purchase
SNPSSynopsys, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
TPLTexas Pacific Land Corporation Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
TXRHTexas Roadhouse, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
TTDThe Trade Desk, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
TTETotalEnergies SEStock
Spouse$1,001 - $15,000
08/13/2025Purchase
TMToyota Motor Corporation Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
TYLTyler Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Purchase
UNHUnitedHealth Group Incorporated Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
USFDUS Foods Holding Corp. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
VRSKVerisk Analytics, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
WSOWatsco, Inc. Common StockStock
Spouse$1,001 - $15,000
08/13/2025Sale
YUMBrands, Inc.Stock
Self$1,001 - $15,000
03/13/2025Purchase
ETNEaton Corporation, PLC Ordinary SharesStock
Spouse$1,001 - $15,000
03/13/2025Purchase
—Due 05/01/2039Government security
Self$15,001 - $50,000
09/12/2025Purchase
—SpaceXPreferred stock
Spouse$100,001 - $250,000
03/12/2025Sale
DTDynatrace, Inc. Common StockStock
Spouse$1,001 - $15,000
03/12/2025Sale
EMREmerson Electric Company Common StockStock
Spouse$1,001 - $15,000
03/12/2025Purchase
NOWServiceNow, Inc. Common StockStock
Spouse$1,001 - $15,000
02/12/2025Purchase
—35 GO UTX Due 05/31/35Government security
Self$15,001 - $50,000
09/11/2025Purchase
ACIAlbertsons Companies, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
ALGNAlign Technology, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
AMZNAmazon.com, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
AAPLApple Inc. - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
BHPBHP Group Limited American Depositary SharesStock
Spouse$1,001 - $15,000
09/11/2025Sale
BURLBurlington Stores, Inc. Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
CARRCarrier Global Corporation Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
CTASCintas Corporation - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
CLColgate-Palmolive Company Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
CVLTCommvault Systems, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
CONConcentra Group Holdings Parent, Inc. Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
STZConstellation Brands, Inc. Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
CNMCore & Main, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
DEODiageo plc Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
DLBDolby Laboratories Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
DTDynatrace, Inc. Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
EXPOExponent, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
FLOFlowers Foods, Inc. Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
FCNFTI Consulting, Inc. Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
ITGartner, Inc. Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
GPKGraphic Packaging Holding CompanyStock
Spouse$1,001 - $15,000
09/11/2025Sale
HCAHCA Healthcare, Inc. Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
HDBHDFC Bank Limited Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
HRLHormel Foods Corporation Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
INTUIntuit Inc. - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
KDPKeurig Dr Pepper Inc.Stock
Spouse$1,001 - $15,000
09/11/2025Sale
LILi Auto Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
09/11/2025Purchase
MANManpowerGroup Common StockStock
Spouse$1,001 - $15,000
09/11/2025Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
NWGNatWest Group plc American Depositary Shares,Stock
Spouse$1,001 - $15,000
09/11/2025Purchase
NVSNovartis AG Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
NVONovo Nordisk A/S Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
OGEOGE Energy Corp Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
PYPLPayPal Holdings, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
QLYSQualys, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
SNYSanofi - American Depositary SharesStock
Spouse$1,001 - $15,000
09/11/2025Purchase
SBACSBA Communications Corporation - Class A Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
SAICScience Applications International Corporation - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
SNPSSynopsys, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
TSLATesla, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
TXRHTexas Roadhouse, Inc. - Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
TTETotalEnergies SEStock
Spouse$1,001 - $15,000
09/11/2025Sale
TYLTyler Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
09/11/2025Purchase
ULUnilever PLC Common StockStock
Spouse$1,001 - $15,000
09/11/2025Sale
UPSUnited Parcel Service, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
AGCOAGCO Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
ADCAgree Realty Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
ALKAlaska Air Group, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Spouse$1,001 - $15,000
06/11/2025Sale
AALAmerican Airlines Group, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Partial Sale
BUDAnheuser-Busch Inbev SA Sponsored ADRStock
Spouse$1,001 - $15,000
06/11/2025Purchase
ARMKAramark Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
AWIArmstrong World Industries Inc Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
AVTRAvantor, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
AVNTAvient Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Partial Sale
BRK.BBerkshire Hathaway Inc. New Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
BHPBHP Group Limited American Depositary SharesStock
Spouse$1,001 - $15,000
06/11/2025Purchase
BJBJ's Wholesale Club Holdings, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
BCOBrinks CompanyStock
Spouse$1,001 - $15,000
06/11/2025Purchase
AVGOBroadcom Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
BF.BBrown Forman Inc Class B Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
BCBrunswick Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
BURLBurlington Stores, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
BWXTBWX Technologies, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
CPRICapri Holdings Limited Ordinary SharesStock
Spouse$1,001 - $15,000
06/11/2025Purchase
CASYCaseys General Stores, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
CHXChampionX CorporationStock
Spouse$1,001 - $15,000
06/11/2025Sale
CNOCNO Financial Group, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
CBUCommunity Financial System, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
CDPCOPT Defense Properties Common Shares of Beneficial InterestStock
Spouse$1,001 - $15,000
06/11/2025Purchase
CNMCore & Main, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
CYTKCytokinetics, Incorporated - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Sale
DGDollar General Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
EQNREquinor ASAStock
Spouse$1,001 - $15,000
06/11/2025Purchase
ESNTEssent Group Ltd. Common SharesStock
Spouse$1,001 - $15,000
06/11/2025Purchase
EVTCEvertec, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Sale
FNBF.N.B. Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
FFINFirst Financial Bankshares, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
FHBFirst Hawaiian, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
FIVEFive Below, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Sale
FLOFlowers Foods, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Partial Sale
FCPTFour Corners Property Trust, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Sale
FBRTFranklin BSP Realty Trust, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
GMEGameStop Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
GATXGATX Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
GNWGenworth Financial Inc Common StockStock
Spouse$1,001 - $15,000
06/11/2025Sale
GTYGetty Realty Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
GFIGold Fields Limited American Depositary SharesStock
Spouse$1,001 - $15,000
06/11/2025Purchase
HDBHDFC Bank Limited Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
HQYHealthEquity, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
HTHHilltop Holdings Inc.Stock
Spouse$1,001 - $15,000
06/11/2025Sale
HMNHorace Mann Educators Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
IRTIndependence Realty Trust, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
JPMJP Morgan Chase & Co. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
KRGKite Realty Group Trust Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
LILi Auto Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
06/11/2025Purchase
LNCLincoln National Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
LPXLouisiana-Pacific Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
MGYMagnolia Oil & Gas Corporation Class A Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
MTZMasTec, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
MTGMGIC Investment Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Sale
MCOMoody's Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
FIZZNational Beverage Corp. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesStock
Spouse$1,001 - $15,000
06/11/2025Purchase
NBIXNeurocrine Biosciences, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Sale
NJRNewJersey Resources Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
NOKNokia Corporation Sponsored American Depositary SharesStock
Spouse$1,001 - $15,000
06/11/2025Purchase
NVSNovartis AG Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
NVDANVIDIA Corporation - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Sale
PHParker-Hannifin Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
PATKPatrick Industries, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
RGENRepligen Corporation - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
RLIRLI Corp. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
SAICScience Applications International Corporation - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
SIGISelective Insurance Group, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
SFMSprouts Farmers Market, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
STWDSTARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc.Stock
Spouse$1,001 - $15,000
06/11/2025Purchase
THCTenet Healthcare Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
CPBThe Campbell's Company - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
MIDDThe Middleby Corporation - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
TKRTimken CompanyStock
Spouse$1,001 - $15,000
06/11/2025Sale
TJXTJX Companies, Inc.Stock
Spouse$1,001 - $15,000
06/11/2025Sale
TTCToro CompanyStock
Spouse$1,001 - $15,000
06/11/2025Purchase
TNLTravel Leisure Co. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
TRNTrinity Industries, Inc. Common StockStock
Spouse$1,001 - $15,000
06/11/2025Sale
UBSIUnited Bankshares, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
XUnited States Steel Corporation Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
UTHRUnited Therapeutics Corporation - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
UNMUnum Group Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
VREVeris Residential, Inc. Common StockStock
Spouse$15,001 - $50,000
06/11/2025Sale
VRTXVertex Pharmaceuticals Incorporated - Common StockStock
Spouse$1,001 - $15,000
06/11/2025Purchase
VOYAVoya Financial, Inc. Common StockStock
Spouse$1,001 - $15,000
02/11/2025Purchase
—38 GO LTX Due 10/01/38Government security
Self$15,001 - $50,000
07/10/2025Sale
ABTAbbott Laboratories Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
ACNAccenture plc Class A Ordinary SharesStock
Spouse$1,001 - $15,000
07/10/2025Sale
ADBEAdobe Inc. - Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
AIGAmerican International Group, Inc. New Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
ARAntero Resources Corporation Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
TAT&T Inc.Stock
Spouse$1,001 - $15,000
07/10/2025Sale
ADSKAutodesk, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
ADPAutomatic Data Processing, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
BJBJ's Wholesale Club Holdings, Inc. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
BRBroadridge Financial Solutions, Inc. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
SCHWCharles Schwab CorporationStock
Spouse$1,001 - $15,000
07/10/2025Sale
KOCoca-Cola CompanyStock
Spouse$1,001 - $15,000
07/10/2025Purchase
CTSHCognizant Technology Solutions Corporation - Class A Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
COSTCostco Wholesale Corporation - Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
CUZCousins Properties Incorporated Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
CWCurtiss-Wright Corporation Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
DTDynatrace, Inc. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
ECEcopetrol S.A. American Depositary SharesStock
Spouse$1,001 - $15,000
07/10/2025Purchase
ELVElevance Health, Inc. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
LLYEli Lilly and Company Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
EIGEmployers Holdings Inc Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
ELSEquity Lifestyle Properties, Inc. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
FTVFortive Corporation Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
GISGeneral Mills, Inc. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
GLGlobe Life Inc. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
GMEDGlobus Medical, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
HLNHaleon plc American Depositary SharesStock
Spouse$1,001 - $15,000
07/10/2025Purchase
HDHome Depot, Inc.Stock
Spouse$1,001 - $15,000
07/10/2025Sale
INGRIngredion Incorporated Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
ISRGIntuitive Surgical, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
JKHYJack Henry & Associates, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
KMBKimberly-Clark Corporation - Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
KMIKinder Morgan, Inc. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
MNSTMonster Beverage Corporation - Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
NGGNational Grid Transco, PLC National Grid PLCStock
Spouse$1,001 - $15,000
07/10/2025Partial Sale
NVONovo Nordisk A/S Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
OKTAOkta, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
PANWPalo Alto Networks, Inc.Stock
Spouse$1,001 - $15,000
07/10/2025Sale
PENPenumbra, Inc. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
PMPhilip Morris International Inc Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
PGProcter & Gamble CompanyStock
Spouse$1,001 - $15,000
07/10/2025Purchase
PRGSProgress Software Corporation - Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
PGRProgressive CorporationStock
Spouse$1,001 - $15,000
07/10/2025Purchase
PWRQuanta Services, Inc. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
SESea Limited American Depositary Shares, each representing one Class A Ordinary ShareStock
Spouse$1,001 - $15,000
07/10/2025Sale
SFMSprouts Farmers Market, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/10/2025Partial Sale
TSLATesla, Inc. - Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
USFDUS Foods Holding Corp. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
VZVerizon Communications Inc. Common StockStock
Spouse$1,001 - $15,000
07/10/2025Sale
VNOMViper Energy, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
07/10/2025Purchase
WPCW. P. Carey Inc. REITStock
Spouse$1,001 - $15,000
07/10/2025Sale
WMBWilliams Companies, Inc.Stock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Spouse$1,001 - $15,000
06/10/2025Sale
BKRBaker Hughes Company - Common StockStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
AVGOBroadcom Inc. - Common StockStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
DELLDell Technologies Inc. Class C Common StockStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
ECEcopetrol S.A. American Depositary SharesStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
HDBHDFC Bank Limited Common StockStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
JPMJP Morgan Chase & Co. Common StockStock
Spouse$1,001 - $15,000
06/10/2025Sale
LXPLXP Industrial Trust Common StockStock
Spouse$1,001 - $15,000
06/10/2025Sale
MLMMartin Marietta Materials, Inc. Common StockStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
MCOMoody's Corporation Common StockStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
NVSNovartis AG Common StockStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
NVDANVIDIA Corporation - Common StockStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
PDDPDD Holdings Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
06/10/2025Sale
PHIPLDT Inc. Sponsored ADRStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
RGLDRoyal Gold, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
SAPSAP SE ADSStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
TMOThermo Fisher Scientific Inc Common StockStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
VRTXVertex Pharmaceuticals Incorporated - Common StockStock
Spouse$1,001 - $15,000
06/10/2025Partial Sale
VRTVertiv Holdings, LLC Class A Common StockStock
Spouse$1,001 - $15,000
06/10/2025Sale
VNTVontier Corporation Common StockStock
Spouse$1,001 - $15,000
02/10/2025Purchase
—34 GO LTX Due 10/01/34Government security
Self$15,001 - $50,000
06/09/2025Purchase
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Spouse$1,001 - $15,000
06/09/2025Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
AMZNAmazon.com, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
AMEDAmedisys Inc - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
AALAmerican Airlines Group, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
BUDAnheuser-Busch Inbev SA Sponsored ADRStock
Spouse$1,001 - $15,000
06/09/2025Purchase
AAPLApple Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
ASMLASML Holding N.V. - New York Registry SharesStock
Spouse$1,001 - $15,000
06/09/2025Purchase
AZNAstraZeneca PLC - American Depositary SharesStock
Spouse$1,001 - $15,000
06/09/2025Purchase
BRKLBrookline Bancorp, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
CNOCNO Financial Group, Inc. Common StockStock
Spouse$1,001 - $15,000
06/09/2025Partial Sale
COSTCostco Wholesale Corporation - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
CRGYCrescent Energy Company Class A Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
DGDollar General Corporation Common StockStock
Spouse$1,001 - $15,000
06/09/2025Partial Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Spouse$1,001 - $15,000
06/09/2025Purchase
ECEcopetrol S.A. American Depositary SharesStock
Spouse$1,001 - $15,000
06/09/2025Partial Sale
LLYEli Lilly and Company Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
FNBF.N.B. Corporation Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
FLOFlowers Foods, Inc. Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
FCPTFour Corners Property Trust, Inc. Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
FBRTFranklin BSP Realty Trust, Inc. Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
GTYGetty Realty Corporation Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
HDBHDFC Bank Limited Common StockStock
Spouse$1,001 - $15,000
06/09/2025Partial Sale
HDHome Depot, Inc.Stock
Spouse$1,001 - $15,000
06/09/2025Purchase
HMNHorace Mann Educators Corporation Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
ILMNIllumina, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Partial Sale
ISRGIntuitive Surgical, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
JPMJP Morgan Chase & Co. Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
KBHKB Home Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
LXPLXP Industrial Trust Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
LYBLyondellBasell Industries NV Ordinary Shares Class AStock
Spouse$1,001 - $15,000
06/09/2025Purchase
MSFTMicrosoft Corporation - Common StockStock
Spouse$15,001 - $50,000
06/09/2025Purchase
NJRNewJersey Resources Corporation Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
NWENorthWestern Energy Group, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
NVSNovartis AG Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
NVONovo Nordisk A/S Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
NVDANVIDIA Corporation - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Partial Sale
PANWPalo Alto Networks, Inc.Stock
Spouse$1,001 - $15,000
06/09/2025Purchase
PKPark Hotels & Resorts Inc. Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
PDDPDD Holdings Inc. - American Depositary SharesStock
Spouse$1,001 - $15,000
06/09/2025Purchase
PHIPLDT Inc. Sponsored ADRStock
Spouse$1,001 - $15,000
06/09/2025Purchase
RGLDRoyal Gold, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
SAPSAP SE ADSStock
Spouse$1,001 - $15,000
06/09/2025Partial Sale
NOWServiceNow, Inc. Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
SHELShell PLC American Depositary SharesStock
Spouse$1,001 - $15,000
06/09/2025Sale
SHOPShopify Inc. - Class A Subordinate Voting SharesStock
Spouse$1,001 - $15,000
06/09/2025Purchase
SNNSmith & Nephew SNATS, Inc. Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
SBSISouthside Bancshares, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Sale
SNPSSynopsys, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Spouse$1,001 - $15,000
06/09/2025Purchase
TSLATesla, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
TTCToro CompanyStock
Spouse$1,001 - $15,000
06/09/2025Purchase
ULUnilever PLC Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
UBSIUnited Bankshares, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
UBSIUnited Bankshares, Inc. - Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
VNTVontier Corporation Common StockStock
Spouse$1,001 - $15,000
06/09/2025Purchase
WYNNWynn Resorts, Limited - Common StockStock
Spouse$1,001 - $15,000
09/08/2025Purchase
STXSeagate Technology Holdings PLC - Ordinary SharesStock
Spouse$15,001 - $50,000
08/07/2025Purchase
BBAIBigBear.ai, Inc. Common StockStock
Spouse$15,001 - $50,000
06/06/2025Sale
—04/01/2038 CALLABLEGovernment security
Self$15,001 - $50,000
06/06/2025Sale
—10/01/2034Government security
Self$15,001 - $50,000
06/06/2025Sale
—05/01/2038 CALLABLEGovernment security
Self$15,001 - $50,000
06/06/2025Sale
—09/01/2029Government security
Self$15,001 - $50,000
06/06/2025Sale
—05/01/2039 CALLABLEGovernment security
Self$15,001 - $50,000
06/06/2025Sale
—05/01/2036 CALLABLEGovernment security
Self$1,001 - $15,000
06/06/2025Sale
—11/15/2033 CALLABLEGovernment security
Self$15,001 - $50,000
06/06/2025Sale
—11/15/2038 CALLABLEGovernment security
Self$15,001 - $50,000
06/06/2025Sale
—05/01/2033 CALLABLEGovernment security
Self$15,001 - $50,000
06/06/2025Sale
—05/01/2039 CALLABLEGovernment security
Self$15,001 - $50,000
06/06/2025Sale
—05/01/2036 CALLABLEGovernment security
Self$15,001 - $50,000
02/06/2025Purchase
—33 COMB Tax Due 11/15/33Government security
Self$15,001 - $50,000
02/05/2025Purchase
DTDynatrace, Inc. Common StockStock
Spouse$1,001 - $15,000
02/05/2025Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Spouse$1,001 - $15,000
02/05/2025Purchase
EMREmerson Electric Company Common StockStock
Spouse$1,001 - $15,000
02/05/2025Purchase
—36 GO UTX Due 5/01/36Government security
Self$1,001 - $15,000
02/05/2025Purchase
—33 GO UTX Due 05/01/33Government security
Self$15,001 - $50,000
02/05/2025Sale
NOWServiceNow, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
APDAir Products and Chemicals, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
ALGNAlign Technology, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
LNTAlliant Energy CorporationStock
Spouse$1,001 - $15,000
08/04/2025Sale
BUDAnheuser-Busch Inbev SA Sponsored ADRStock
Spouse$1,001 - $15,000
08/04/2025Sale
MTArcelor Mittal NY Registry Shares NEWStock
Spouse$1,001 - $15,000
08/04/2025Purchase
AVBAvalonBay Communities, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
BAXBaxter International Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
BHLBBerkshire Hills Bancorp, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
BHPBHP Group Limited American Depositary SharesStock
Spouse$1,001 - $15,000
08/04/2025Purchase
BCCBoise Cascade, L.L.C. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Partial Sale
BSXBoston Scientific Corporation Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
BTIBritish American Tobacco Industries, p.l.c. Common Stock ADRStock
Spouse$1,001 - $15,000
08/04/2025Purchase
BROBrown & Brown, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
CSLCarlisle Companies Incorporated Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
CARRCarrier Global Corporation Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
CHDChurch & Dwight Company, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
CSCOCisco Systems, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
CNHCNH Industrial N.V. Common SharesStock
Spouse$1,001 - $15,000
08/04/2025Sale
CAGConAgra Brands, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
CRWDCrowdStrike Holdings, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
CUBECubeSmart Common SharesStock
Spouse$1,001 - $15,000
08/04/2025Sale
DEODiageo plc Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
DOCUDocuSign, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
DLBDolby Laboratories Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
DBXDropbox, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
EMNEastman Chemical Company Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
ENTGEntegris, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
EPAMEPAM Systems, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
EQNREquinor ASAStock
Spouse$1,001 - $15,000
08/04/2025Sale
FRFirst Industrial Realty Trust, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
FLEXFlex Ltd. - Ordinary SharesStock
Spouse$1,001 - $15,000
08/04/2025Purchase
FLOFlowers Foods, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
FCPTFour Corners Property Trust, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Partial Sale
GSGoldman Sachs Group, Inc.Stock
Spouse$1,001 - $15,000
08/04/2025Sale
GGGGraco Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
GPIGroup 1 Automotive, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
GSKGSK plc American Depositary SharesStock
Spouse$1,001 - $15,000
08/04/2025Purchase
GWREGuidewire Software, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
HDBHDFC Bank Limited Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
DOCHealthpeak Properties, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
HIMSHims & Hers Health, Inc. Class A Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
HONHoneywell International Inc.Stock
Spouse$1,001 - $15,000
08/04/2025Partial Sale
HWMHowmet Aerospace Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
IEXIDEX Corporation Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
INFYInfosys Limited American Depositary SharesStock
Spouse$1,001 - $15,000
08/04/2025Purchase
JNJJohnson & Johnson Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
LADLithia Motors, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
MGYMagnolia Oil & Gas Corporation Class A Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
MKCMcCormick & Company, Incorporated Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
MEDPMedpace Holdings, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
MRKMerck & Company, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
MUMicron Technology, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
MKSIMKS Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
MORNMorningstar, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesStock
Spouse$1,001 - $15,000
08/04/2025Sale
NYTNew York Times CompanyStock
Spouse$1,001 - $15,000
08/04/2025Sale
NOGNorthern Oil and Gas, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
NOVTNovanta Inc. - Common SharesStock
Spouse$1,001 - $15,000
08/04/2025Partial Sale
NVONovo Nordisk A/S Common StockStock
Spouse$1,001 - $15,000
08/04/2025Partial Sale
ORLYO'Reilly Automotive, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
OTISOtis Worldwide Corporation Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
PAYXPaychex, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
PYPLPayPal Holdings, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
PFEPfizer, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
PECOPhillips Edison & Company, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
RRCRange Resources Corporation Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
RSReliance, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
ROPRoper Technologies, Inc.Stock
Spouse$1,001 - $15,000
08/04/2025Sale
RGLDRoyal Gold, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
RHPRyman Hospitality Properties, Inc.Stock
Spouse$1,001 - $15,000
08/04/2025Purchase
SNYSanofi - American Depositary SharesStock
Spouse$1,001 - $15,000
08/04/2025Purchase
SAPSAP SE ADSStock
Spouse$1,001 - $15,000
08/04/2025Purchase
NOWServiceNow, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
SONYSony Group Corporation American Depositary SharesStock
Spouse$1,001 - $15,000
08/04/2025Sale
THCTenet Healthcare Corporation Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
TXNTexas Instruments Incorporated - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
TXTTextron Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
ULUnilever PLC Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
UNPUnion Pacific Corporation Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
UPSUnited Parcel Service, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
UNMUnum Group Common StockStock
Spouse$1,001 - $15,000
08/04/2025Purchase
VRSKVerisk Analytics, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
WHRWhirlpool Corporation Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
WDAYWorkday, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
XPOXPO, Inc. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
ZTSZoetis Inc. Class A Common StockStock
Spouse$1,001 - $15,000
08/04/2025Partial Sale
AMZNAmazon.com, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Partial Sale
AMATApplied Materials, Inc. - Common StockStock
Spouse$1,001 - $15,000
08/04/2025Sale
AJGArthur J. Gallagher & Co. Common StockStock
Spouse$1,001 - $15,000
08/04/2025Partial Sale
ALVAutoliv, Inc. Common StockStock
Spouse$1,001 - $15,000
10/23/2024Sale
AMDAdvanced Micro Devices, Inc.Stock
Spouse$15,001 - $50,000
10/23/2024Partial Sale
NVDANVIDIA Corporation - Common StockStock
Spouse$100,001 - $250,000
10/23/2024Partial Sale
PLTRPalantir Technologies Inc. - Class A Common StockStock
Spouse$50,001 - $100,000
10/23/2024Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Spouse$50,001 - $100,000
08/14/2024Purchase
PLTRPalantir Technologies Inc. - Class A Common StockStock
Spouse$15,001 - $50,000
12/11/2024Purchase
GOOGLAlphabet Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
AMZNAmazon.com, Inc. - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
AAPLApple Inc. - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
ANETArista Networks, Inc. Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
AJGArthur J. Gallagher & Co. Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
BKRBaker Hughes Company - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
BSXBoston Scientific Corporation Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
CMGChipotle Mexican Grill, Inc. Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
CTASCintas Corporation - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
COSTCostco Wholesale Corporation - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
ETNEaton Corporation, PLC Ordinary SharesStock
Spouse$1,001 - $15,000
12/11/2024Purchase
ECLEcolab Inc. Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
LLYEli Lilly and Company Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
GSGoldman Sachs Group, Inc.Stock
Spouse$1,001 - $15,000
12/11/2024Purchase
HDHome Depot, Inc.Stock
Spouse$1,001 - $15,000
12/11/2024Purchase
HWMHowmet Aerospace Inc. Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
INTUIntuit Inc. - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
ISRGIntuitive Surgical, Inc. - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
MLMMartin Marietta Materials, Inc. Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
METAMeta Platforms, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
MSFTMicrosoft Corporation - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
MCOMoody's Corporation Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
NFLXNetflix, Inc. - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
NVDANVIDIA Corporation - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
NXPINXP Semiconductors N.V. - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
ORLYO'Reilly Automotive, Inc. - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
PANWPalo Alto Networks, Inc.Stock
Spouse$1,001 - $15,000
12/11/2024Purchase
PHParker-Hannifin Corporation Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
CRMSalesforce, Inc. Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
NOWServiceNow, Inc. Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
SHWSherwin-Williams CompanyStock
Spouse$1,001 - $15,000
12/11/2024Purchase
SHOPShopify Inc. - Class A Subordinate Voting SharesStock
Spouse$1,001 - $15,000
12/11/2024Purchase
SNPSSynopsys, Inc. - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
TTDThe Trade Desk, Inc. - Class A Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
TMOThermo Fisher Scientific Inc Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
TJXTJX Companies, Inc.Stock
Spouse$1,001 - $15,000
12/11/2024Purchase
VRTXVertex Pharmaceuticals Incorporated - Common StockStock
Spouse$1,001 - $15,000
12/11/2024Purchase
VVisa Inc.Stock
Spouse$1,001 - $15,000
12/11/2024Purchase
ZTSZoetis Inc. Class A Common StockStock
Spouse$1,001 - $15,000
06/11/2024Purchase
SEESealed Air Corporation Common StockStock
Spouse$1,001 - $15,000
03/11/2024Purchase
AMDAdvanced Micro Devices, Inc.Stock
Spouse$15,001 - $50,000
03/11/2024Purchase
NVDANVIDIA Corporation - Common StockStock
Spouse$15,001 - $50,000
03/11/2024Purchase
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Spouse$15,001 - $50,000
06/10/2024Partial Sale
ASMLASML Holding N.V. - New York Registry SharesStock
Spouse$1,001 - $15,000
11/08/2024Purchase
SMRNuScale Power Corporation Class A Common StockStock
Spouse$1,001 - $15,000
11/08/2024Purchase
TSLATesla, Inc. - Common StockStock
Spouse$15,001 - $50,000
11/07/2024Purchase
NVDANVIDIA Corporation - Common StockStock
Spouse$100,001 - $250,000
11/07/2024Purchase
PLTRPalantir Technologies Inc. - Class A Common StockStock
Spouse$100,001 - $250,000
11/07/2024Purchase
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Spouse$100,001 - $250,000
06/06/2024Purchase
AMDAdvanced Micro Devices, Inc.Stock
Spouse$1,001 - $15,000
06/06/2024Purchase
NVDANVIDIA Corporation - Common StockStock
Spouse$50,001 - $100,000
06/06/2024Purchase
PLTRPalantir Technologies Inc. - Class A Common StockStock
Spouse$15,001 - $50,000
06/06/2024Purchase
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Spouse$15,001 - $50,000
06/06/2024Sale
—05/01/2035 CALLABLEGovernment security
Self$1,001 - $15,000

Public STOCK Act disclosure data from the U.S. House Clerk. Amounts are disclosed as ranges. Informational only — not investment advice.

Lisa McClain — Congressional Stock Trades | SEC Data Investor | SEC Data Investor