U.S. House · NY15
Ritchie John Torres
157
Trades
82
Purchases
75
Sales
2
Filings
Disclosed Transactions
| Date | Type | Security | Owner | Amount |
|---|---|---|---|---|
| 02/28/2025 | Sale | HONThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Honeywell International Inc.Stock | Self | $1,001 - $15,000 |
| 03/24/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CKY6Government security | Self | $1,001 - $15,000 |
| 03/24/2025 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMP3Government security | Self | $1,001 - $15,000 |
| 02/18/2025 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP4Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | ABBVThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. AbbVie Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | Self | $1,001 - $15,000 | |
| 07/11/2025 | Sale | AMHThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Homes 4 Rent Common Shares of Beneficial InterestStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | AMTThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower CorporationStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | APOThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apollo Global Management, Inc.Stock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | AAPLThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apple Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | ARESThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Ares Management Corporation Class A Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | ASMLThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry SharesStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | BACThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Bank of America Corporation Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | BLKThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | BXThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blackstone Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | OWLThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blue Owl Capital Inc. Class A Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | Self | $1,001 - $15,000 | |
| 07/11/2025 | Sale | CThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Citigroup, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | KOThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Coca-Cola CompanyStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | CLThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Colgate-Palmolive Company Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | ETNThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Eaton Corporation, PLC Ordinary SharesStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | EMRThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Emerson Electric Company Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | EQTare widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. EQT Corporation Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | EQIXThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | ELSThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Lifestyle Properties, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | EQRThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Residential Common Shares of Beneficial InterestStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | FCXThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Freeport-McMoRan, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | GSThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Goldman Sachs Group, Inc.Stock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | HPEThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Hewlett Packard Enterprise Company Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | HDThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Home Depot, Inc.Stock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | JPMThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. JP Morgan Chase & Co. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | KMIThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Kinder Morgan, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | LHXThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. L3Harris Technologies, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | Self | $1,001 - $15,000 | |
| 07/11/2025 | Sale | Self | $1,001 - $15,000 | |
| 07/11/2025 | Sale | MCKThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McKesson Corporation Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | MRKThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Merck & Company, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | METAThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Meta Platforms, Inc. - Class A Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | METThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. MetLife, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | MSFTThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Microsoft Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | MShave no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | NEEThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NextEra Energy, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | NOCThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Northrop Grumman Corporation Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | OKEThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | Self | $1,001 - $15,000 | |
| 07/11/2025 | Sale | OTISThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | OTISThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | Self | $1,001 - $15,000 | |
| 07/11/2025 | Sale | PPLThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. PPL Corporation Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | PGThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Procter & Gamble CompanyStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | QCOMThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. QUALCOMM Incorporated - Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | RHHBYThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ROCHE HOLDING LTD S/ADRStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | CRMThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | SHWThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams CompanyStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | TRPThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. TC Energy Corporation Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | Self | $1,001 - $15,000 | |
| 07/11/2025 | Sale | UNPThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Union Pacific Corporation Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | —US Treasury Note 9128284V9Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P46Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAE1Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAY75Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFF3Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFY2Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CHA2Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMP3Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CNE7Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CNG2Government security | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | VZThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Verizon Communications Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | VICIThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. VICI Properties Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | WMTThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Walmart Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | WCNThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Waste Connections, Inc. Common SharesStock | Self | $1,001 - $15,000 |
| 07/11/2025 | Sale | WMBThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Williams Companies, Inc.Stock | Self | $1,001 - $15,000 |
| 04/09/2025 | Purchase | TRPThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. TC Energy Corporation Common StockStock | Self | $1,001 - $15,000 |
| 01/07/2025 | Partial Sale | AVGOThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Broadcom Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 01/07/2025 | Purchase | MKCThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McCormick & Company, Incorporated Common StockStock | Self | $1,001 - $15,000 |
| 01/07/2025 | Purchase | Self | $1,001 - $15,000 | |
| 06/06/2025 | Purchase | MRVLThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Marvell Technology, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 06/06/2025 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGC91Government security | Self | $1,001 - $15,000 |
| 06/06/2025 | Sale | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP40Government security | Self | $1,001 - $15,000 |
| 06/06/2025 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMU26Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | Self | $1,001 - $15,000 | |
| 09/26/2024 | Purchase | AREThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Alexandria Real Estate Equities, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | GOOGLThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Alphabet Inc. - Class A Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | AMHThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Homes 4 Rent Common Shares of Beneficial InterestStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | AMTThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower CorporationStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | APOThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apollo Global Management, Inc.Stock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | APPLThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Appell Pete CorpStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | Self | $1,001 - $15,000 | |
| 09/26/2024 | Purchase | ASMLThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry SharesStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | BLKThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | Self | $1,001 - $15,000 | |
| 09/26/2024 | Purchase | OWLThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blue Owl Capital Inc. Class A Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | AVGOThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Broadcom Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | KOThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Coca-Cola CompanyStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | CMCSAThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Comcast Corporation - Class A Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | Self | $1,001 - $15,000 | |
| 09/26/2024 | Purchase | EIXThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Edison International Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | ENBThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Enbridge Inc Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | EQTThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. EQT Corporation Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | EQIXThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | ELSThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Lifestyle Properties, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | EQRThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Residential Common Shares of Beneficial InterestStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | GLPIThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Gaming and Leisure Properties, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | HDThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Home Depot, Inc.Stock | Self | $1,001 - $15,000 |
| 09/26/2024 | Sale | ICEThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Intercontinental Exchange Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | ICEThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Intercontinental Exchange Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | JNJThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Johnson & Johnson Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | Self | $1,001 - $15,000 | |
| 09/26/2024 | Purchase | KMIThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Kinder Morgan, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | LHXThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. L3Harris Technologies, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Sale | Self | $1,001 - $15,000 | |
| 09/26/2024 | Purchase | LENThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lennar Corporation Class A Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | LINEThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lineage, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | LMTThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lockheed Martin Corporation Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | MKCThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McCormick & Company, Incorporated Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | MRKThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Merck & Company, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | Self | $1,001 - $15,000 | |
| 09/26/2024 | Purchase | MSFTThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Microsoft Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | MSThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | NSRGYThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NESTLE S.A S/ADRStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | NEEThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NextEra Energy, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | NOCThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Northrop Grumman Corporation Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | NVDAThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NVIDIA Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | NXPIThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NXP Semiconductors N.V. - Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | ODFLThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Old Dominion Freight Line, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | OKEThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | ORCLhave no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Oracle Corporation Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | OTISThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | PAGPThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Plains GP Holdings, L.P. - Class A Shares representing limited partner interestsStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | Self | $1,001 - $15,000 | |
| 09/26/2024 | Purchase | PGThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Procter & Gamble CompanyStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | PLDThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Prologis, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | PEGThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Public Service Enterprise Group Incorporated Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | QCOMhave no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. QUALCOMM Incorporated - Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | CRMThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | SHWThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams CompanyStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | TXNThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Texas Instruments Incorporated - Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | TMUSThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. T-Mobile US, Inc.Stock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | USBThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. U.S. Bancorp Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | UNPThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Union Pacific Corporation Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | UNHThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. UnitedHealth Group Incorporated Common StockStock | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 9128284V9Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P46Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P469Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAE1Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | —US Treasury Note 91282CAY7Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFF3Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFK2Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFY2Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CHA2Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CKY6Government security | Self | $1,001 - $15,000 |
| 09/26/2024 | Purchase | WMBThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Williams Companies, Inc.Stock | Self | $1,001 - $15,000 |
| 12/09/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7Government security | Self | $1,001 - $15,000 |
| 10/09/2024 | Purchase | ARESThis investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Ares Management Corporation Class A Common StockStock | Self | $1,001 - $15,000 |
| 10/09/2024 | Purchase | —This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP4Government 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.