Julie Johnson: Stock Purchases and Sales
Filed transactions
- Chamber
- House of Representatives
- Region
- TX32
- Filed transactions
- 587
- Most recent trade
- 05/12/2026
- Purchases vs. S&P 500 ?Average price move of the securities bought since their respective trade dates, and that of the S&P 500 over exactly the same windows. Every purchase counts the same — the filings state no share counts. The sentence below gives the gap between the two in percentage points.
- +6.6% vs. +4.2%
That puts the securities bought 2.4 percentage points ahead of the S&P 500.
How this figure is built — and what it is not
This is not the politician's return. It is the price move of the securities bought: for each filed purchase, the price on the trade date, tracked to the filed full sale of the same security — otherwise to the latest available price. Prices include dividends; the S&P 500 runs over exactly the same window. What the filings do not give, this figure cannot know either: amounts are statutory ranges, share counts are missing entirely — which is why every purchase counts the same. Partial sales close no window, options and securities without a ticker stay out, and filings arrive with up to 45 days of delay.
116 of 117 filed purchases are covered. The rest carry no ticker, are options or have no price series — they drop out of the calculation but still count in the denominator. 39% of the covered purchases beat the S&P 500 over the same window.
Prices as of 09/11/2026.
All filed transactions
Full history, most recent trade date first. Scrolls sideways.
| Trade date | Ticker | Security | Direction | Amount range | Price on trade date | Since then vs. S&P 500 | Traded by | Filing date | Filed after |
|---|---|---|---|---|---|---|---|---|---|
| 05/12/2026 | ACN | Accenture plc Class A Ordinary Shares Stock | Sale | $1,001–$15,000 | 167.75 $ | – | joint account | 06/12/2026 | 31 days |
| 05/12/2026 | ABT | Abbott Laboratories Common Stock Stock | Sale | $1,001–$15,000 | 83.75 $ | – | joint account | 06/12/2026 | 31 days |
| 02/02/2026 | FITB | Fifth Third Bancorp - Common Stock Stock | Exchange | $1,001–$15,000 | 51.12 $ | – | joint account | 08/05/2026 | 184 days |
| 12/18/2025 | XEL | Xcel Energy Inc. Stock | Sale | $1,001–$15,000 | 71.97 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | WFC | Wells Fargo & Company Common Stock Stock | Sale | $1,001–$15,000 | 90.52 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | WMT | Walmart Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 114.38 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | VZ | Verizon Communications Inc. Common Stock Stock | Sale | $1,001–$15,000 | 38.48 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 323.76 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | UNP | Union Pacific Corporation Common Stock Stock | Sale | $1,001–$15,000 | 232.00 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | TJX | TJX Companies, Inc. Stock | Sale | $1,001–$15,000 | 153.94 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | CI | The Cigna Group Common Stock Stock | Sale | $1,001–$15,000 | 270.93 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | BK | The Bank of New York Mellon Corporation Common Stock Stock | Sale | $1,001–$15,000 | 113.49 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | TXN | Texas Instruments Incorporated - Common Stock Stock | Sale | $1,001–$15,000 | 173.28 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | STX | Seagate Technology Holdings PLC - Ordinary Shares Stock | Sale | $1,001–$15,000 | 290.52 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | RTX | RTX Corporation Common Stock Stock | Sale | $1,001–$15,000 | 176.96 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | RSG | Republic Services, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 211.61 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | PGR | Progressive Corporation Stock | Sale | $1,001–$15,000 | 211.23 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | PG | Procter & Gamble Company Stock | Sale | $1,001–$15,000 | 142.35 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | PM | Philip Morris International Inc Common Stock Stock | Sale | $1,001–$15,000 | 153.24 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | PEP | Pepsico, Inc. Stock | Sale | $1,001–$15,000 | 146.51 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | PKG | Packaging Corporation of America Common Stock Stock | Sale | $1,001–$15,000 | 201.51 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | NXPI | NXP Semiconductors N.V. - Common Stock Stock | Sale | $1,001–$15,000 | 220.19 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | NSC | Norfolk Southern Corporation Common Stock Stock | Sale | $1,001–$15,000 | 289.29 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | NEE | NextEra Energy, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 79.72 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | MS | Morgan Stanley Common Stock Stock | Sale | $1,001–$15,000 | 170.16 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | MDLZ | Mondelez International, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 53.37 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 481.83 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 99.24 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | MDT | Medtronic plc. Ordinary Shares Stock | Sale | $1,001–$15,000 | 96.10 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | MCD | McDonald's Corporation Common Stock Stock | Sale | $1,001–$15,000 | 315.73 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | JNJ | Johnson & Johnson Common Stock Stock | Sale | $1,001–$15,000 | 206.00 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | IBM | International Business Machines Corporation Common Stock Stock | Sale | $1,001–$15,000 | 296.56 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | HD | Home Depot, Inc. Stock | Sale | $1,001–$15,000 | 350.01 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | GS | Goldman Sachs Group, Inc. Stock | Sale | $1,001–$15,000 | 867.89 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | GD | General Dynamics Corporation Common Stock Stock | Sale | $1,001–$15,000 | 332.95 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 63.86 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | EOG | EOG Resources, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 100.12 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale | $1,001–$15,000 | 1,053.31 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale | $1,001–$15,000 | 314.10 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | DOV | Dover Corporation Common Stock Stock | Sale | $1,001–$15,000 | 195.14 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | DE | Deere & Company Common Stock Stock | Sale | $1,001–$15,000 | 470.81 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | DHR | Danaher Corporation Common Stock Stock | Sale | $1,001–$15,000 | 223.10 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | COP | ConocoPhillips Common Stock Stock | Sale | $1,001–$15,000 | 90.84 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | CMCSA | Comcast Corporation - Class A Common Stock Stock | Sale | $1,001–$15,000 | 27.35 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | CMS | CMS Energy Corporation Common Stock Stock | Sale | $1,001–$15,000 | 69.55 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | CME | CME Group Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 258.48 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | CVX | Chevron Corporation Common Stock Stock | Sale | $1,001–$15,000 | 144.93 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | SCHW | Charles Schwab Corporation Stock | Sale | $1,001–$15,000 | 96.56 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | CARR | Carrier Global Corporation Common Stock Stock | Sale | $1,001–$15,000 | 52.60 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | COF | Capital One Financial Corporation Common Stock Stock | Sale | $1,001–$15,000 | 240.84 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | BMY | Bristol-Myers Squibb Company Common Stock Stock | Sale | $1,001–$15,000 | 51.59 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | BX | Blackstone Inc. Common Stock Stock | Sale | $1,001–$15,000 | 149.05 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | BAC | Bank of America Corporation Common Stock Stock | Sale | $1,001–$15,000 | 53.68 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | AJG | Arthur J. Gallagher & Co. Common Stock Stock | Sale | $1,001–$15,000 | 251.03 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | ADI | Analog Devices, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 273.31 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | AXP | American Express Company Common Stock Stock | Sale | $1,001–$15,000 | 372.49 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Sale | $1,001–$15,000 | 303.35 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | APD | Air Products and Chemicals, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 238.99 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | ABBV | AbbVie Inc. Common Stock Stock | Sale | $1,001–$15,000 | 217.67 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | ABT | Abbott Laboratories Common Stock Stock | Sale | $1,001–$15,000 | 122.84 $ | – | joint account | 01/15/2026 | 28 days |
| 12/18/2025 | MMM | 3M Company Common Stock Stock | Sale | $1,001–$15,000 | 160.21 $ | – | joint account | 01/15/2026 | 28 days |
| 12/09/2025 | – | ServiceNow, Inc. Common Stock | Sale | $1,001–$15,000 | – | – | joint account | 01/15/2026 | 37 days |
| 12/09/2025 | PEG | Public Service Enterprise Group Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 77.40 $ | – | joint account | 01/15/2026 | 37 days |
| 12/09/2025 | CMS | CMS Energy Corporation Common Stock Stock | Sale | $1,001–$15,000 | 69.37 $ | – | joint account | 01/15/2026 | 37 days |
| 12/08/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 170.70 $ | +0.0% · S&P 500 +0.0% until sale 12/08/2025 | joint account | 08/05/2026 | 240 days |
| 12/08/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 170.70 $ | – | joint account | 08/05/2026 | 240 days |
| 12/08/2025 | PEG | Public Service Enterprise Group Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 76.83 $ | – | joint account | 08/05/2026 | 240 days |
| 12/08/2025 | PEG | Public Service Enterprise Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 76.83 $ | +0.0% · S&P 500 +0.0% until sale 12/08/2025 | joint account | 08/05/2026 | 240 days |
| 12/08/2025 | CMS | CMS Energy Corporation Common Stock Stock | Sale | $1,001–$15,000 | 69.46 $ | – | joint account | 08/05/2026 | 240 days |
| 12/08/2025 | – | CMS Energy Corporation Common | Purchase | $1,001–$15,000 | – | – | joint account | 08/05/2026 | 240 days |
| 12/03/2025 | BA | Boeing Company Stock | Sale | $1,001–$15,000 | 202.54 $ | – | joint account | 01/15/2026 | 43 days |
| 12/02/2025 | BA | Boeing Company Stock | Sale | $1,001–$15,000 | 205.38 $ | – | joint account | 08/05/2026 | 246 days |
| 12/02/2025 | BA | Boeing Company Stock | Purchase | $1,001–$15,000 | 205.38 $ | +0.0% · S&P 500 +0.0% until sale 12/02/2025 | joint account | 08/05/2026 | 246 days |
| 11/13/2025 | XEL | Xcel Energy Inc. Stock | Sale partial sale | $1,001–$15,000 | 78.35 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | WFC | Wells Fargo & Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 83.81 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | WMT | Walmart Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 101.93 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | VZ | Verizon Communications Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 39.14 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | 325.89 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | UNP | Union Pacific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 217.92 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | TJX | TJX Companies, Inc. Stock | Sale partial sale | $1,001–$15,000 | 145.51 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | CI | The Cigna Group Common Stock Stock | Sale partial sale | $1,001–$15,000 | 266.36 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | BK | The Bank of New York Mellon Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 110.11 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | TXN | Texas Instruments Incorporated - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 159.55 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | STX | Seagate Technology Holdings PLC - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 261.23 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | RTX | RTX Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 171.99 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | RSG | Republic Services, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 204.23 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | PGR | Progressive Corporation Stock | Sale partial sale | $1,001–$15,000 | 209.62 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | PG | Procter & Gamble Company Stock | Sale partial sale | $1,001–$15,000 | 144.74 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | PM | Philip Morris International Inc Common Stock Stock | Sale partial sale | $1,001–$15,000 | 151.13 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | PEP | Pepsico, Inc. Stock | Sale partial sale | $1,001–$15,000 | 140.86 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | PKG | Packaging Corporation of America Common Stock Stock | Sale partial sale | $1,001–$15,000 | 195.43 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | NXPI | NXP Semiconductors N.V. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 198.62 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | NSC | Norfolk Southern Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 281.07 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | NEE | NextEra Energy, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 82.26 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | MS | Morgan Stanley Common Stock Stock | Sale partial sale | $1,001–$15,000 | 162.92 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | MDLZ | Mondelez International, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 55.50 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 500.12 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 90.81 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | MDT | Medtronic plc. Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 93.82 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | MCD | McDonald's Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 302.00 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | JNJ | Johnson & Johnson Common Stock Stock | Sale partial sale | $1,001–$15,000 | 191.87 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | IBM | International Business Machines Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 300.92 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | HD | Home Depot, Inc. Stock | Sale partial sale | $1,001–$15,000 | 360.57 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | GS | Goldman Sachs Group, Inc. Stock | Sale partial sale | $1,001–$15,000 | 793.83 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | GD | General Dynamics Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 339.58 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 63.82 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | EOG | EOG Resources, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 106.58 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 1,017.92 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 352.00 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | DOV | Dover Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 180.60 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | DE | Deere & Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 469.19 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | DHR | Danaher Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 219.97 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | COP | ConocoPhillips Common Stock Stock | Sale partial sale | $1,001–$15,000 | 87.27 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | CMCSA | Comcast Corporation - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 25.27 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | CMS | CMS Energy Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 72.82 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | CME | CME Group Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 274.23 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | CVX | Chevron Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 150.99 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | SCHW | Charles Schwab Corporation Stock | Sale partial sale | $1,001–$15,000 | 94.43 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | CARR | Carrier Global Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 54.53 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | COF | Capital One Financial Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 214.24 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | BMY | Bristol-Myers Squibb Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 47.04 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | BX | Blackstone Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 135.28 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | BAC | Bank of America Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 52.03 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | AJG | Arthur J. Gallagher & Co. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 254.40 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | ADI | Analog Devices, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 235.31 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | AXP | American Express Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 361.78 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Sale partial sale | $1,001–$15,000 | 278.57 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | APD | Air Products and Chemicals, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 257.89 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | ABBV | AbbVie Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 226.92 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | ABT | Abbott Laboratories Common Stock Stock | Sale partial sale | $1,001–$15,000 | 126.90 $ | – | joint account | 12/11/2025 | 28 days |
| 11/13/2025 | MMM | 3M Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 168.26 $ | – | joint account | 12/11/2025 | 28 days |
| 11/03/2025 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 213.83 $ | – | joint account | 12/11/2025 | 38 days |
| 11/03/2025 | DGX | Quest Diagnostics Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 176.54 $ | – | joint account | 12/11/2025 | 38 days |
| 11/03/2025 | MDLZ | Mondelez International, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 55.19 $ | – | joint account | 12/11/2025 | 38 days |
| 11/03/2025 | IP | International Paper Company Common Stock Stock | Sale | $1,001–$15,000 | 35.59 $ | – | joint account | 12/11/2025 | 38 days |
| 11/03/2025 | ADBE | Adobe Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 337.47 $ | – | joint account | 12/11/2025 | 38 days |
| 10/31/2025 | PH | Parker-Hannifin Corporation Common Stock Stock | Sale | $1,001–$15,000 | 767.99 $ | – | joint account | 11/14/2025 | 14 days |
| 10/31/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Purchase | $1,001–$15,000 | 281.27 $ | +7.9% · S&P 500 -0.8% until sale 12/18/2025 | joint account | 11/14/2025 | 14 days |
| 10/30/2025 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 216.01 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | joint account | 08/05/2026 | 279 days |
| 10/30/2025 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 216.01 $ | – | joint account | 08/05/2026 | 279 days |
| 10/30/2025 | DGX | Quest Diagnostics Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 173.49 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | joint account | 08/05/2026 | 279 days |
| 10/30/2025 | DGX | Quest Diagnostics Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 173.49 $ | – | joint account | 08/05/2026 | 279 days |
| 10/30/2025 | MDLZ | Mondelez International, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 56.29 $ | – | joint account | 08/05/2026 | 279 days |
| 10/30/2025 | MDLZ | Mondelez International, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 56.29 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | joint account | 08/05/2026 | 279 days |
| 10/30/2025 | IP | International Paper Company Common Stock Stock | Sale | $1,001–$15,000 | 37.23 $ | – | joint account | 08/05/2026 | 279 days |
| 10/30/2025 | IP | International Paper Company Common Stock Stock | Purchase | $1,001–$15,000 | 37.23 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | joint account | 08/05/2026 | 279 days |
| 10/30/2025 | ADBE | Adobe Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 339.24 $ | – | joint account | 08/05/2026 | 279 days |
| 10/30/2025 | ADBE | Adobe Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 339.24 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | joint account | 08/05/2026 | 279 days |
| 10/27/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Purchase | $1,001–$15,000 | 269.40 $ | +12.6% · S&P 500 -1.3% until sale 12/18/2025 | joint account | 11/14/2025 | 18 days |
| 10/22/2025 | WY | Weyerhaeuser Company Common Stock Stock | Sale | $1,001–$15,000 | 22.99 $ | – | joint account | 11/14/2025 | 23 days |
| 10/22/2025 | GEN | Gen Digital Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 26.80 $ | – | joint account | 11/14/2025 | 23 days |
| 10/22/2025 | FFIV | F5, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 297.84 $ | – | joint account | 11/14/2025 | 23 days |
| 10/22/2025 | DE | Deere & Company Common Stock Stock | Sale | $1,001–$15,000 | 458.23 $ | – | joint account | 11/14/2025 | 23 days |
| 10/22/2025 | ALK | Alaska Air Group, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 47.68 $ | – | joint account | 11/14/2025 | 23 days |
| 10/21/2025 | WY | Weyerhaeuser Company Common Stock Stock | Purchase | $1,001–$15,000 | 23.09 $ | +0.0% · S&P 500 +0.0% until sale 10/21/2025 | joint account | 08/05/2026 | 288 days |
| 10/21/2025 | WY | Weyerhaeuser Company Common Stock Stock | Sale | $1,001–$15,000 | 23.09 $ | – | joint account | 08/05/2026 | 288 days |
| 10/21/2025 | GEN | Gen Digital Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 26.94 $ | – | joint account | 08/05/2026 | 288 days |
| 10/21/2025 | GEN | Gen Digital Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 26.94 $ | +0.0% · S&P 500 +0.0% until sale 10/21/2025 | joint account | 08/05/2026 | 288 days |
| 10/21/2025 | FFIV | F5, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 299.21 $ | – | joint account | 08/05/2026 | 288 days |
| 10/21/2025 | FFIV | F5, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 299.21 $ | +0.0% · S&P 500 +0.0% until sale 10/21/2025 | joint account | 08/05/2026 | 288 days |
| 10/21/2025 | – | Deere & Company Common Stock | Sale | $1,001–$15,000 | – | – | joint account | 08/05/2026 | 288 days |
| 10/21/2025 | DE | Deere & Company Common Stock Stock | Purchase | $1,001–$15,000 | 455.72 $ | +0.6% · S&P 500 -0.5% until sale 10/22/2025 | joint account | 08/05/2026 | 288 days |
| 10/21/2025 | ALK | Alaska Air Group, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 49.01 $ | – | joint account | 08/05/2026 | 288 days |
| 10/21/2025 | ALK | Alaska Air Group, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 49.01 $ | +0.0% · S&P 500 +0.0% until sale 10/21/2025 | joint account | 08/05/2026 | 288 days |
| 10/21/2025 | PNC | PNC Financial Services Group, Inc. Stock | Sale | $1,001–$15,000 | 177.73 $ | – | joint account | 11/14/2025 | 24 days |
| 10/21/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Purchase | $1,001–$15,000 | 250.85 $ | +20.9% · S&P 500 +0.8% until sale 12/18/2025 | joint account | 11/14/2025 | 24 days |
| 10/08/2025 | PH | Parker-Hannifin Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 748.62 $ | – | joint account | 11/14/2025 | 37 days |
| 10/07/2025 | DHR | Danaher Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 207.61 $ | +7.5% · S&P 500 +1.1% until sale 12/18/2025 | joint account | 11/14/2025 | 38 days |
| 10/07/2025 | CARR | Carrier Global Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 58.28 $ | -9.8% · S&P 500 +1.1% until sale 12/18/2025 | joint account | 11/14/2025 | 38 days |
| 10/06/2025 | – | VeriSign, Inc. - Common Stock | Sale | $1,001–$15,000 | – | – | joint account | 11/14/2025 | 39 days |
| 10/06/2025 | KR | Kroger Company Stock | Sale | $1,001–$15,000 | 63.80 $ | – | joint account | 11/14/2025 | 39 days |
| 10/06/2025 | FI | Fiserv, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 125.05 $ | – | joint account | 11/14/2025 | 39 days |
| 10/06/2025 | CARR | Carrier Global Corporation Common Stock Stock | Sale | $1,001–$15,000 | 58.90 $ | – | joint account | 11/14/2025 | 39 days |
| 10/03/2025 | VRSN | VeriSign, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 270.41 $ | – | joint account | 08/05/2026 | 306 days |
| 10/03/2025 | VRSN | VeriSign, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 270.41 $ | +0.0% · S&P 500 +0.0% until sale 10/03/2025 | joint account | 08/05/2026 | 306 days |
| 10/03/2025 | KR | Kroger Company Stock | Sale | $1,001–$15,000 | 65.28 $ | – | joint account | 08/05/2026 | 306 days |
| 10/03/2025 | KR | Kroger Company Stock | Purchase | $1,001–$15,000 | 65.28 $ | +0.0% · S&P 500 +0.0% until sale 10/03/2025 | joint account | 08/05/2026 | 306 days |
| 10/03/2025 | FISV | Fiserv, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 127.56 $ | +0.0% · S&P 500 +0.0% until sale 10/03/2025 | joint account | 08/05/2026 | 306 days |
| 10/03/2025 | FISV | Fiserv, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 127.56 $ | – | joint account | 08/05/2026 | 306 days |
| 10/03/2025 | CARR | Carrier Global Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 58.75 $ | +0.0% · S&P 500 +0.0% until sale 10/03/2025 | joint account | 08/05/2026 | 306 days |
| 10/03/2025 | CARR | Carrier Global Corporation Common Stock Stock | Sale | $1,001–$15,000 | 58.75 $ | – | joint account | 08/05/2026 | 306 days |
| 09/25/2025 | XEL | Xcel Energy Inc. Stock | Sale | $1,001–$15,000 | 75.53 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | WEC | WEC Energy Group, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 108.50 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | UDR | UDR, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 35.28 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | CI | The Cigna Group Common Stock Stock | Sale | $1,001–$15,000 | 279.31 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | ROL | Rollins, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 55.90 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | PAYC | Paycom Software, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 213.17 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | PAYX | Paychex, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 121.35 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | MNST | Monster Beverage Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 64.59 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | TAP | Molson Coors Beverage Company Class B Common Stock Stock | Sale | $1,001–$15,000 | 42.99 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | MKC | McCormick & Company, Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 62.61 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | LYB | LyondellBasell Industries NV Ordinary Shares Class A Stock | Sale | $1,001–$15,000 | 46.55 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | KEY | KeyCorp Common Stock Stock | Sale | $1,001–$15,000 | 18.24 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | HON | Honeywell International Inc. Stock | Sale | $1,001–$15,000 | 201.96 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | EQIX | Equinix, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 770.14 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | SRE | DBA Sempra Common Stock Stock | Sale | $1,001–$15,000 | 84.06 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | DVA | DaVita Inc. Common Stock Stock | Sale | $1,001–$15,000 | 130.27 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | CL | Colgate-Palmolive Company Common Stock Stock | Sale | $1,001–$15,000 | 77.76 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | AEE | Ameren Corporation Common Stock Stock | Sale | $1,001–$15,000 | 98.69 $ | – | joint account | 10/07/2025 | 12 days |
| 09/25/2025 | AOS | A.O. Smith Corporation Common Stock Stock | Sale | $1,001–$15,000 | 69.84 $ | – | joint account | 10/07/2025 | 12 days |
| 09/23/2025 | WEC | WEC Energy Group, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 109.01 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | WEC | WEC Energy Group, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 109.01 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | UDR | UDR, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 36.05 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | UDR | UDR, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 36.05 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | CI | The Cigna Group Common Stock Stock | Sale | $1,001–$15,000 | 285.23 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | CI | The Cigna Group Common Stock Stock | Purchase | $1,001–$15,000 | 285.23 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | ROL | Rollins, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 54.87 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | ROL | Rollins, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 54.87 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | PAYC | Paycom Software, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 217.94 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | PAYC | Paycom Software, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 217.94 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | PAYX | Paychex, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 123.85 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | PAYX | Paychex, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 123.85 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | MNST | Monster Beverage Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 64.48 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | MNST | Monster Beverage Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 64.48 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | TAP | Molson Coors Beverage Company Class B Common Stock Stock | Purchase | $1,001–$15,000 | 42.68 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | TAP | Molson Coors Beverage Company Class B Common Stock Stock | Sale | $1,001–$15,000 | 42.68 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | MKC | McCormick & Company, Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 62.30 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | MKC | McCormick & Company, Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 62.30 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | LYB | LyondellBasell Industries NV Ordinary Shares Class A Stock | Purchase | $1,001–$15,000 | 47.87 $ | -2.8% · S&P 500 -0.8% until sale 09/25/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | – | LyondellBasell Industries NV | Sale | $1,001–$15,000 | – | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | KEY | KeyCorp Common Stock Stock | Purchase | $1,001–$15,000 | 18.17 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | KEY | KeyCorp Common Stock Stock | Sale | $1,001–$15,000 | 18.17 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | HON | Honeywell International Inc. Stock | Purchase | $1,001–$15,000 | 203.53 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | HON | Honeywell International Inc. Stock | Sale | $1,001–$15,000 | 203.53 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | EQIX | Equinix, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 790.21 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | EQIX | Equinix, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 790.21 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | SRE | DBA Sempra Common Stock Stock | Purchase | $1,001–$15,000 | 83.63 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | SRE | DBA Sempra Common Stock Stock | Sale | $1,001–$15,000 | 83.63 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | DVA | DaVita Inc. Common Stock Stock | Sale | $1,001–$15,000 | 132.83 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | DVA | DaVita Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 132.83 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | CL | Colgate-Palmolive Company Common Stock Stock | Purchase | $1,001–$15,000 | 78.19 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | CL | Colgate-Palmolive Company Common Stock Stock | Sale | $1,001–$15,000 | 78.19 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | AEE | Ameren Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 98.82 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | AEE | Ameren Corporation Common Stock Stock | Sale | $1,001–$15,000 | 98.82 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | A | Agilent Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 124.94 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | A | Agilent Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 124.94 $ | – | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | AOS | A.O. Smith Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 70.60 $ | +0.0% · S&P 500 +0.0% until sale 09/23/2025 | joint account | 08/05/2026 | 316 days |
| 09/23/2025 | AOS | A.O. Smith Corporation Common Stock Stock | Sale | $1,001–$15,000 | 70.60 $ | – | joint account | 08/05/2026 | 316 days |
| 09/16/2025 | XOM | Exxon Mobil Corporation Common Stock Stock | Sale | $1,001–$15,000 | 112.17 $ | – | joint account | 10/07/2025 | 21 days |
| 08/14/2025 | XEL | Xcel Energy Inc. Stock | Sale partial sale | $1,001–$15,000 | 70.22 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | WFC | Wells Fargo & Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 78.16 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | WMT | Walmart Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 100.01 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | VZ | Verizon Communications Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 40.72 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | 264.41 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | UNP | Union Pacific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 216.60 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | TJX | TJX Companies, Inc. Stock | Sale partial sale | $1,001–$15,000 | 131.76 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | CI | The Cigna Group Common Stock Stock | Sale partial sale | $1,001–$15,000 | 284.06 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | BK | The Bank of New York Mellon Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 101.98 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | TXN | Texas Instruments Incorporated - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 188.82 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | STX | Seagate Technology Holdings PLC - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 154.45 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | RTX | RTX Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 152.65 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | RSG | Republic Services, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 229.86 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | PGR | Progressive Corporation Stock | Sale partial sale | $1,001–$15,000 | 235.64 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | PG | Procter & Gamble Company Stock | Sale partial sale | $1,001–$15,000 | 149.35 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | PNC | PNC Financial Services Group, Inc. Stock | Sale partial sale | $1,001–$15,000 | 188.34 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | PM | Philip Morris International Inc Common Stock Stock | Sale partial sale | $1,001–$15,000 | 159.49 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | PEP | Pepsico, Inc. Stock | Sale partial sale | $1,001–$15,000 | 142.96 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | PH | Parker-Hannifin Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 738.90 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | PKG | Packaging Corporation of America Common Stock Stock | Sale partial sale | $1,001–$15,000 | 191.78 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | NXPI | NXP Semiconductors N.V. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 227.50 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | NSC | Norfolk Southern Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 278.71 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | NEE | NextEra Energy, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 70.21 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | MS | Morgan Stanley Common Stock Stock | Sale partial sale | $1,001–$15,000 | 145.22 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | MDLZ | Mondelez International, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 59.40 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 518.34 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 80.08 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | MDT | Medtronic plc. Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 89.08 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | MCD | McDonald's Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 301.64 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | JNJ | Johnson & Johnson Common Stock Stock | Sale partial sale | $1,001–$15,000 | 170.44 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | IBM | International Business Machines Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 232.76 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | HD | Home Depot, Inc. Stock | Sale partial sale | $1,001–$15,000 | 389.95 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | GS | Goldman Sachs Group, Inc. Stock | Sale partial sale | $1,001–$15,000 | 732.46 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | GD | General Dynamics Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 310.36 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 68.54 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | XOM | Exxon Mobil Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 104.06 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | EOG | EOG Resources, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 115.77 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 679.62 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 352.07 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | DOV | Dover Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 177.54 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | DE | Deere & Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 472.92 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | COP | ConocoPhillips Common Stock Stock | Sale partial sale | $1,001–$15,000 | 92.58 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | CMCSA | Comcast Corporation - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 29.41 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | CMS | CMS Energy Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 70.96 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | CME | CME Group Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 264.41 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | CVX | Chevron Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 148.92 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | SCHW | Charles Schwab Corporation Stock | Sale partial sale | $1,001–$15,000 | 96.83 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | COF | Capital One Financial Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 217.87 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | BMY | Bristol-Myers Squibb Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 45.62 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | BX | Blackstone Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 167.87 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | BAC | Bank of America Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 46.69 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | AJG | Arthur J. Gallagher & Co. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 290.14 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | ADI | Analog Devices, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 233.07 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | AXP | American Express Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 304.47 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | APD | Air Products and Chemicals, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 284.59 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | ABBV | AbbVie Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 198.52 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | ABT | Abbott Laboratories Common Stock Stock | Sale partial sale | $1,001–$15,000 | 126.36 $ | – | joint account | 09/11/2025 | 28 days |
| 08/14/2025 | MMM | 3M Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 153.77 $ | – | joint account | 09/11/2025 | 28 days |
| 08/11/2025 | CME | CME Group Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 275.05 $ | -6.0% · S&P 500 +6.7% until sale 12/18/2025 | joint account | 09/11/2025 | 31 days |
| 08/11/2025 | BLK | BlackRock, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 1,104.78 $ | – | joint account | 09/11/2025 | 31 days |
| 08/04/2025 | PKG | Packaging Corporation of America Common Stock Stock | Purchase | $1,001–$15,000 | 188.43 $ | +6.9% · S&P 500 +7.5% until sale 12/18/2025 | joint account | 09/11/2025 | 38 days |
| 07/29/2025 | STX | Seagate Technology Holdings PLC - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 151.43 $ | – | joint account | 08/14/2025 | 16 days |
| 07/29/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 508.51 $ | – | joint account | 08/14/2025 | 16 days |
| 07/25/2025 | PH | Parker-Hannifin Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 732.43 $ | – | joint account | 08/14/2025 | 20 days |
| 07/25/2025 | PKG | Packaging Corporation of America Common Stock Stock | Purchase | $1,001–$15,000 | 201.55 $ | 0.0% · S&P 500 +6.5% until sale 12/18/2025 | joint account | 08/14/2025 | 20 days |
| 07/25/2025 | XOM | Exxon Mobil Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 106.99 $ | – | joint account | 08/14/2025 | 20 days |
| 07/25/2025 | CVX | Chevron Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 148.62 $ | -2.5% · S&P 500 +6.5% until sale 12/18/2025 | joint account | 08/14/2025 | 20 days |
| 07/24/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | 271.31 $ | – | joint account | 08/14/2025 | 21 days |
| 07/22/2025 | PM | Philip Morris International Inc Common Stock Stock | Sale partial sale | $1,001–$15,000 | 159.49 $ | – | joint account | 08/14/2025 | 23 days |
| 07/22/2025 | PKG | Packaging Corporation of America Common Stock Stock | Purchase | $1,001–$15,000 | 200.34 $ | +0.6% · S&P 500 +7.9% until sale 12/18/2025 | joint account | 08/14/2025 | 23 days |
| 07/22/2025 | CME | CME Group Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 264.36 $ | -2.2% · S&P 500 +7.9% until sale 12/18/2025 | joint account | 08/14/2025 | 23 days |
| 07/22/2025 | BLK | BlackRock, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 1,077.81 $ | – | joint account | 08/14/2025 | 23 days |
| 07/21/2025 | CVX | Chevron Corporation Common Stock Stock | Exchange | $1,001–$15,000 | 143.66 $ | – | joint account | 08/14/2025 | 24 days |
| 07/18/2025 | BK | The Bank of New York Mellon Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 97.02 $ | +17.0% · S&P 500 +8.1% until sale 12/18/2025 | joint account | 08/14/2025 | 27 days |
| 07/18/2025 | SNPS | Synopsys, Inc. - Common Stock Stock | Exchange | $1,001–$15,000 | 584.76 $ | – | joint account | 08/14/2025 | 27 days |
| 06/30/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 136.32 $ | – | joint account | 07/14/2025 | 14 days |
| 06/18/2025 | MMM | 3M Company Common Stock Stock | Purchase | $1,001–$15,000 | 139.89 $ | +14.5% · S&P 500 +13.9% until sale 12/18/2025 | joint account | 07/14/2025 | 26 days |
| 06/13/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 78.28 $ | +26.8% · S&P 500 +14.0% until sale 12/18/2025 | joint account | 07/14/2025 | 31 days |
| 05/19/2025 | COF | Capital One Financial Corporation Common Stock Stock | Exchange | $1,001–$15,000 | 193.93 $ | – | joint account | 06/13/2025 | 25 days |
| 05/15/2025 | BK | The Bank of New York Mellon Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 87.74 $ | +29.4% · S&P 500 +15.2% until sale 12/18/2025 | joint account | 06/13/2025 | 29 days |
| 05/15/2025 | MS | Morgan Stanley Common Stock Stock | Sale partial sale | $1,001–$15,000 | 128.68 $ | – | joint account | 06/13/2025 | 29 days |
| 05/15/2025 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 75.00 $ | -14.9% · S&P 500 +15.2% until sale 12/18/2025 | joint account | 06/13/2025 | 29 days |
| 05/07/2025 | MDT | Medtronic plc. Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 79.88 $ | – | joint account | 08/05/2026 | 455 days |
| 05/02/2025 | GD | General Dynamics Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 266.93 $ | +24.7% · S&P 500 +20.0% until sale 12/18/2025 | joint account | 06/13/2025 | 42 days |
| 04/30/2025 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 75.16 $ | -15.0% · S&P 500 +22.7% until sale 12/18/2025 | joint account | 05/14/2025 | 14 days |
| 04/22/2025 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 75.39 $ | -15.3% · S&P 500 +29.0% until sale 12/18/2025 | joint account | 05/14/2025 | 22 days |
| 04/22/2025 | BX | Blackstone Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 118.48 $ | – | joint account | 05/14/2025 | 22 days |
| 04/15/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 88.83 $ | – | joint account | 05/14/2025 | 29 days |
| 04/11/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 89.36 $ | – | joint account | 05/14/2025 | 33 days |
| 04/11/2025 | MMM | 3M Company Common Stock Stock | Purchase | $1,001–$15,000 | 132.80 $ | +20.6% · S&P 500 +27.4% until sale 12/18/2025 | joint account | 05/14/2025 | 33 days |
| 04/07/2025 | WDAY | Workday, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 215.32 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | WTW | Willis Towers Watson Public Limited Company - Ordinary Shares Stock | Sale | $1,001–$15,000 | 296.40 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | WM | Waste Management, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 216.33 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | GWW | W.W. Grainger, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 913.89 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | V | Visa Inc. Stock | Sale | $15,001–$50,000 | 309.35 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | VICI | VICI Properties Inc. Common Stock Stock | Sale | $1,001–$15,000 | 27.58 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 507.41 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 65.64 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | TXNM | TXNM Energy, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 47.65 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | TMO | Thermo Fisher Scientific Inc Common Stock Stock | Sale | $1,001–$15,000 | 435.83 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | SYK | Stryker Corporation Common Stock Stock | Sale | $1,001–$15,000 | 341.13 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | SHW | Sherwin-Williams Company Stock | Sale | $1,001–$15,000 | 319.12 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | CRM | Salesforce, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 241.40 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | SPGI | S&P Global Inc. Common Stock Stock | Sale | $1,001–$15,000 | 410.46 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | RTX | RTX Corporation Common Stock Stock | Sale | $1,001–$15,000 | 114.89 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | RS | Reliance, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 258.13 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | RJF | Raymond James Financial, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 122.85 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | PGR | Progressive Corporation Stock | Sale | $1,001–$15,000 | 239.60 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | PNR | Pentair plc. Ordinary Share Stock | Sale | $1,001–$15,000 | 76.18 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | PANW | Palo Alto Networks, Inc. Stock | Sale | $1,001–$15,000 | 152.44 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | ORCL | Oracle Corporation Common Stock Stock | Sale | $1,001–$15,000 | 125.01 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale | $15,001–$50,000 | 97.50 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | NFLX | Netflix, Inc. - Common Stock Stock | Sale | $15,001–$50,000 | 86.78 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | MS | Morgan Stanley Common Stock Stock | Sale | $1,001–$15,000 | 97.22 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | MDLZ | Mondelez International, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 62.60 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 354.37 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | MU | Micron Technology, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 68.20 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Sale | $15,001–$50,000 | 514.17 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | MAS | Masco Corporation Common Stock Stock | Sale | $1,001–$15,000 | 59.54 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | MMC | Marsh & McLennan Companies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 221.78 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | LRCX | Lam Research Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 61.70 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | LHX | L3Harris Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 196.04 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | JPM | JP Morgan Chase & Co. Common Stock Stock | Sale | $1,001–$15,000 | 209.41 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | JBTM | JBT Marel Corporation Common Stock Stock | Sale | $1,001–$15,000 | 100.49 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 463.62 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | HWM | Howmet Aerospace Inc. Common Stock Stock | Sale | $1,001–$15,000 | 115.45 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | HON | Honeywell International Inc. Stock | Sale | $1,001–$15,000 | 180.42 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | HCA | HCA Healthcare, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 326.77 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | FI | Fiserv, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 198.44 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | XOM | Exxon Mobil Corporation Common Stock Stock | Sale | $1,001–$15,000 | 98.85 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | EQIX | Equinix, Inc. - Common Stock | Sale | $1,001–$15,000 | 727.20 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale | $1,001–$15,000 | 717.18 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale | $1,001–$15,000 | 248.70 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | DTM | DT Midstream, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 85.60 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | DFS | Discover Financial Services Common Stock Stock | Sale | $1,001–$15,000 | 150.88 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | CB | Chubb Limited Common Stock Stock | Sale | $1,001–$15,000 | 269.96 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | CVX | Chevron Corporation Common Stock Stock | Sale | $1,001–$15,000 | 132.90 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | CSL | Carlisle Companies Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 322.29 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | BLBD | Blue Bird Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 32.09 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | AZO | AutoZone, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 3,478.38 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Sale | $1,001–$15,000 | 608.38 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 180.51 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Sale | $15,001–$50,000 | 175.26 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Sale | $1,001–$15,000 | 148.64 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | ALL | Allstate Corporation Stock | Sale | $1,001–$15,000 | 176.12 $ | – | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | ADBE | Adobe Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 340.70 $ | – | joint account | 05/14/2025 | 37 days |
| 04/01/2025 | ZTS | Zoetis Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 157.79 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | WY | Weyerhaeuser Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 27.92 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | DIS | Walt Disney Company Stock | Sale | $1,001–$15,000 | 95.88 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | VST | Vistra Corp. Common Stock Stock | Sale | $1,001–$15,000 | 121.45 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | VZ | Verizon Communications Inc. Common Stock Stock | Sale | $1,001–$15,000 | 41.14 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 100.57 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 100.57 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 72.99 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | TRMB | Trimble Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 65.38 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | KHC | The Kraft Heinz Company - Common Stock Stock | Sale | $1,001–$15,000 | 28.01 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | SJM | The J.M. Smucker Company Common Stock Stock | Sale | $1,001–$15,000 | 112.68 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | HSY | The Hershey Company Common Stock Stock | Sale | $1,001–$15,000 | 163.31 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | TER | Teradyne, Inc. Stock | Sale | $1,001–$15,000 | 82.27 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | TGT | Target Corporation Common Stock Stock | Sale | $1,001–$15,000 | 98.91 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | TROW | T. Rowe Price Group, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 86.51 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | SYY | Sysco Corporation Common Stock Stock | Sale | $1,001–$15,000 | 72.34 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | SMCI | Super Micro Computer, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 35.05 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | SBUX | Starbucks Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 95.04 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | SW | Smurfit WestRock plc Ordinary Shares Stock | Sale | $1,001–$15,000 | 43.32 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | SBAC | SBA Communications Corporation - Class A Common Stock Stock | Sale | $1,001–$15,000 | 214.31 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | RSG | Republic Services, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 239.80 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 612.73 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | O | Realty Income Corporation Common Stock Stock | Sale | $1,001–$15,000 | 53.16 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | PTC | PTC Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 156.20 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | PLD | Prologis, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 106.93 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | PEP | PepsiCo, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 142.41 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | PEP | PepsiCo, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 142.41 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | PYPL | PayPal Holdings, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 65.53 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 84.68 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | ON | ON Semiconductor Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 40.20 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | NSC | Norfolk Southern Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 230.88 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | NEE | NextEra Energy, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 68.37 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | MSCI | MSCI Inc. Common Stock Stock | Sale | $1,001–$15,000 | 557.74 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 378.47 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale | $15,001–$50,000 | 378.47 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | MTD | Mettler-Toledo International, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 1,156.38 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | MPC | Marathon Petroleum Corporation Common Stock Stock | Sale | $1,001–$15,000 | 143.01 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | LOW | Lowe's Companies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 226.89 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | LMT | Lockheed Martin Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 433.85 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | LVS | Las Vegas Sands Corp. Common Stock Stock | Sale | $1,001–$15,000 | 37.89 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | LHX | L3Harris Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 205.39 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | KMB | Kimberly-Clark Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 135.08 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | KDP | Keurig Dr Pepper Inc. Stock | Sale | $1,001–$15,000 | 33.60 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | JNJ | Johnson & Johnson Common Stock Stock | Sale | $1,001–$15,000 | 148.23 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | JBHT | J.B. Hunt Transport Services, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 147.81 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | HON | Honeywell International Inc. | Sale partial sale | $1,001–$15,000 | 205.43 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | HD | Home Depot, Inc. Stock | Sale partial sale | $1,001–$15,000 | 353.85 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | HSIC | Henry Schein, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 69.07 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | DOC | Healthpeak Properties, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 18.29 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | HAS | Hasbro, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 59.50 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | GPN | Global Payments Inc. Common Stock Stock | Sale | $1,001–$15,000 | 96.85 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | GNRC | Generac Holdlings Inc. Common Stock Stock | Sale | $1,001–$15,000 | 126.33 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | FCX | Freeport-McMoRan, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 37.43 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | F | Ford Motor Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 9.34 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | FDX | FedEx Corporation Common Stock Stock | Sale | $1,001–$15,000 | 189.03 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | FDS | FactSet Research Systems Inc. Common Stock Stock | Sale | $1,001–$15,000 | 448.28 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | ES | Eversource Energy Stock | Sale | $1,001–$15,000 | 58.64 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | EA | Electronic Arts Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 144.91 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | EIX | Edison International Common Stock Stock | Sale | $1,001–$15,000 | 53.98 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale | $1,001–$15,000 | 272.59 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | DLTR | Dollar Tree, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 75.34 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | – | Delta Air Lines, Inc. Common Stock | Sale | $1,001–$15,000 | – | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | CVS | CVS Health Corporation Common Stock Stock | Sale | $1,001–$15,000 | 64.51 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | CCI | Crown Castle Inc. Common Stock Stock | Sale | $1,001–$15,000 | 98.75 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | CEG | Constellation Energy Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 205.58 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | STZ | Constellation Brands, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 177.54 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | COP | ConocoPhillips Common Stock Stock | Sale | $1,001–$15,000 | 101.15 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | CAG | ConAgra Brands, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 23.86 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | CMCSA | Comcast Corporation - Class A Common Stock Stock | Sale | $1,001–$15,000 | 32.23 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | – | Chevron Corporation Common Stock | Sale | $1,001–$15,000 | – | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | COF | Capital One Financial Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 175.08 $ | +37.6% · S&P 500 +21.3% until sale 12/18/2025 | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | CPT | Camden Property Trust Common Stock Stock | Sale | $1,001–$15,000 | 116.07 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | BMY | Bristol-Myers Squibb Company Common Stock Stock | Sale | $1,001–$15,000 | 55.48 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | BWA | BorgWarner Inc. Common Stock Stock | Sale | $1,001–$15,000 | 28.07 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | BA | Boeing Company Stock | Sale partial sale | $1,001–$15,000 | 168.17 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | TECH | Bio-Techne Corp - Common Stock Stock | Sale | $1,001–$15,000 | 56.91 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | BALL | Ball Corporation Common Stock Stock | Sale | $1,001–$15,000 | 51.45 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | ANET | Arista Networks, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 78.49 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | APTV | Aptiv PLC Ordinary Shares Stock | Sale | $1,001–$15,000 | 59.15 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | A | Agilent Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 112.90 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | MMM | 3M Company Common Stock Stock | Purchase | $1,001–$15,000 | 144.25 $ | +11.1% · S&P 500 +21.3% until sale 12/18/2025 | joint account | 05/14/2025 | 43 days |
| 03/31/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 220.96 $ | – | joint account | 05/14/2025 | 44 days |
| 03/21/2025 | COF | Capital One Financial Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 171.74 $ | +40.2% · S&P 500 +20.6% until sale 12/18/2025 | joint account | 04/14/2025 | 24 days |
| 03/19/2025 | CI | The Cigna Group Common Stock Stock | Purchase | $1,001–$15,000 | 312.37 $ | -8.7% · S&P 500 +18.0% until sale 09/23/2025 | joint account | 04/14/2025 | 26 days |
| 03/19/2025 | ACN | Accenture plc Class A Ordinary Shares Stock | Sale | $1,001–$15,000 | 310.93 $ | – | joint account | 04/14/2025 | 26 days |
| 03/15/2025 | MMM | 3M Company Common Stock Stock | Purchase | $1,001–$15,000 | 146.93 $ Price from 03/14/2025 | +9.0% · S&P 500 +21.3% until sale 12/18/2025 | joint account | 08/05/2026 | 508 days |
| 03/14/2025 | ACN | Accenture plc Class A Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 305.51 $ | – | joint account | 04/14/2025 | 31 days |
| 03/12/2025 | ACN | Accenture plc Class A Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 310.79 $ | – | joint account | 04/14/2025 | 33 days |
| 03/12/2025 | MMM | 3M Company Common Stock Stock | Purchase | $1,001–$15,000 | 146.76 $ | +9.2% · S&P 500 +22.1% until sale 12/18/2025 | joint account | 04/14/2025 | 33 days |
| 03/11/2025 | WBS | Webster Financial Corporation Common Stock Stock | Sale | $1,001–$15,000 | 47.13 $ | – | joint account | 04/14/2025 | 34 days |
| 03/11/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Sale | $1,001–$15,000 | 168.35 $ | – | joint account | 04/14/2025 | 34 days |
| 03/11/2025 | SONO | Sonos, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 11.71 $ | – | joint account | 04/14/2025 | 34 days |
| 03/03/2025 | ZTS | Zoetis Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 166.19 $ | – | joint account | 04/14/2025 | 42 days |
| 03/03/2025 | PRKS | United Parks & Resorts Inc. Common Stock Stock | Sale | $1,001–$15,000 | 50.77 $ | – | joint account | 04/14/2025 | 42 days |
| 03/03/2025 | CI | The Cigna Group Common Stock Stock | Sale | $1,001–$15,000 | 301.81 $ | – | joint account | 04/14/2025 | 42 days |
| 03/03/2025 | TER | Teradyne, Inc. Stock | Sale | $1,001–$15,000 | 105.35 $ | – | joint account | 04/14/2025 | 42 days |
| 03/03/2025 | PNC | PNC Financial Services Group, Inc. Stock | Sale | $1,001–$15,000 | 179.97 $ | – | joint account | 04/14/2025 | 42 days |
| 03/03/2025 | GOOGL | Alphabet Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 166.14 $ | – | joint account | 04/14/2025 | 42 days |
| 03/03/2025 | ALC | Alcon Inc. Ordinary Shares Stock | Sale | $1,001–$15,000 | 93.35 $ | – | joint account | 04/14/2025 | 42 days |
| 03/03/2025 | A | Agilent Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 124.80 $ | – | joint account | 04/14/2025 | 42 days |
| 03/03/2025 | ACN | Accenture plc Class A Ordinary Shares Stock | Sale | $1,001–$15,000 | 330.59 $ | – | joint account | 04/14/2025 | 42 days |
| 02/25/2025 | UNP | Union Pacific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 237.68 $ | -2.4% · S&P 500 +14.8% until sale 12/18/2025 | joint account | 03/12/2025 | 15 days |
| 02/25/2025 | NSC | Norfolk Southern Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 239.17 $ | – | joint account | 03/12/2025 | 15 days |
| 02/24/2025 | BK | The Bank of New York Mellon Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 85.84 $ | +32.2% · S&P 500 +14.3% until sale 12/18/2025 | joint account | 03/12/2025 | 16 days |
| 02/24/2025 | PGR | Progressive Corporation Stock | Purchase | $1,001–$15,000 | 255.81 $ | -6.3% · S&P 500 -15.3% until sale 04/07/2025 | joint account | 03/12/2025 | 16 days |
| 02/24/2025 | PNC | PNC Financial Services Group, Inc. Stock | Sale partial sale | $1,001–$15,000 | 177.57 $ | – | joint account | 03/12/2025 | 16 days |
| 02/24/2025 | MS | Morgan Stanley Common Stock | Sale partial sale | $1,001–$15,000 | 125.21 $ | – | joint account | 03/12/2025 | 16 days |
| 02/24/2025 | GS | Goldman Sachs Group, Inc. Stock | Purchase | $1,001–$15,000 | 607.73 $ | +42.8% · S&P 500 +14.3% until sale 12/18/2025 | joint account | 03/12/2025 | 16 days |
| 02/24/2025 | COF | Capital One Financial Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 196.39 $ | +22.6% · S&P 500 +14.3% until sale 12/18/2025 | joint account | 03/12/2025 | 16 days |
| 02/24/2025 | BLK | BlackRock, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 923.29 $ | – | joint account | 03/12/2025 | 16 days |
| 02/14/2025 | BK | The Bank of New York Mellon Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 85.67 $ | +32.5% · S&P 500 +11.9% until sale 12/18/2025 | joint account | 03/12/2025 | 26 days |
| 02/14/2025 | RTX | RTX Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 119.27 $ | -3.7% · S&P 500 -17.0% until sale 04/07/2025 | joint account | 03/12/2025 | 26 days |
| 02/14/2025 | PGR | Progressive Corporation Stock | Purchase | $1,001–$15,000 | 246.40 $ | -2.8% · S&P 500 -17.0% until sale 04/07/2025 | joint account | 03/12/2025 | 26 days |
| 02/14/2025 | CB | Chubb Limited Common Stock Stock | Sale | $1,001–$15,000 | 259.49 $ | – | joint account | 03/12/2025 | 26 days |
| 02/14/2025 | COF | Capital One Financial Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 198.00 $ | +21.6% · S&P 500 +11.9% until sale 12/18/2025 | joint account | 03/12/2025 | 26 days |
| 02/12/2025 | WFC | Wells Fargo & Company Common Stock Stock | Purchase | $1,001–$15,000 | 77.13 $ | +17.4% · S&P 500 +13.1% until sale 12/18/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | WBA | Walgreens Boots Alliance, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 9.47 $ | – | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | VST | Vistra Corp. Common Stock Stock | Purchase | $1,001–$15,000 | 165.25 $ | -26.5% · S&P 500 -6.7% until sale 04/01/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | AES | The AES Corporation Common Stock Stock | Sale | $1,001–$15,000 | 9.32 $ | – | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Sale | $15,001–$50,000 | 336.51 $ | – | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | TER | Teradyne, Inc. Stock | Purchase | $1,001–$15,000 | 110.97 $ | -5.1% · S&P 500 -3.2% until sale 03/03/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 658.42 $ | – | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | PFE | Pfizer, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 22.96 $ | – | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | PYPL | PayPal Holdings, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 75.62 $ | -13.3% · S&P 500 -6.7% until sale 04/01/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 117.39 $ | +16.1% · S&P 500 +3.0% until sale 06/30/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | ON | ON Semiconductor Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 50.06 $ | -19.7% · S&P 500 -6.7% until sale 04/01/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | MKTX | MarketAxess Holdings, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 188.01 $ | – | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | JNPR | Juniper Networks, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 35.91 $ | – | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | HII | Huntington Ingalls Industries, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 158.57 $ | – | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | FCX | Freeport-McMoRan, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 37.27 $ | +0.4% · S&P 500 -6.7% until sale 04/01/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | F | Ford Motor Company Common Stock Stock | Purchase | $1,001–$15,000 | 8.40 $ | +66.4% · S&P 500 +28.8% open | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | EL | Estee Lauder Companies, Inc. Stock | Sale | $1,001–$15,000 | 67.36 $ | – | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | ENPH | Enphase Energy, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 61.12 $ | – | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | EIX | Edison International Common Stock Stock | Purchase | $1,001–$15,000 | 48.40 $ | +11.5% · S&P 500 -6.7% until sale 04/01/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Purchase | $1,001–$15,000 | 304.17 $ | -10.4% · S&P 500 -6.7% until sale 04/01/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | CEG | Constellation Energy Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 311.15 $ | -33.9% · S&P 500 -6.7% until sale 04/01/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | BWA | BorgWarner Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 28.31 $ | -0.8% · S&P 500 -6.7% until sale 04/01/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | BA | Boeing Company Stock | Purchase | $1,001–$15,000 | 186.25 $ | +10.3% · S&P 500 +13.9% until sale 12/02/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | ANET | Arista Networks, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 109.64 $ | -28.4% · S&P 500 -6.7% until sale 04/01/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | APTV | Aptiv PLC Ordinary Shares Stock | Purchase | $1,001–$15,000 | 65.45 $ | -9.6% · S&P 500 -6.7% until sale 04/01/2025 | joint account | 03/12/2025 | 28 days |
| 02/12/2025 | ALB | Albemarle Corporation Common Stock Stock | Sale | $1,001–$15,000 | 74.67 $ | – | joint account | 03/12/2025 | 28 days |
| 02/11/2025 | ZBH | Zimmer Biomet Holdings, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 97.49 $ | – | joint account | 03/12/2025 | 29 days |
| 02/11/2025 | TFC | Truist Financial Corporation Common Stock Stock | Sale | $1,001–$15,000 | 44.19 $ | – | joint account | 03/12/2025 | 29 days |
| 02/11/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 328.50 $ | – | joint account | 03/12/2025 | 29 days |
| 02/11/2025 | PYPL | PayPal Holdings, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 75.56 $ | – | joint account | 03/12/2025 | 29 days |
| 02/11/2025 | CACI | CACI International, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 364.92 $ | – | joint account | 03/12/2025 | 29 days |
| 02/11/2025 | DOX | Amdocs Limited - Ordinary Shares Stock | Sale | $1,001–$15,000 | 82.56 $ | – | joint account | 03/12/2025 | 29 days |
| 02/05/2025 | NXPI | NXP Semiconductors N.V. - Common Stock Stock | Purchase | $1,001–$15,000 | 207.52 $ | +6.1% · S&P 500 +12.9% until sale 12/18/2025 | joint account | 03/12/2025 | 35 days |
| 02/05/2025 | MCHP | Microchip Technology Incorporated - Common Stock Stock | Sale | $1,001–$15,000 | 51.30 $ | – | joint account | 03/12/2025 | 35 days |
| 02/03/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Purchase | $1,001–$15,000 | 309.59 $ | -12.0% · S&P 500 -5.9% until sale 04/01/2025 | joint account | 03/12/2025 | 37 days |
| 01/28/2025 | PEP | Pepsico, Inc. Stock | Sale | $1,001–$15,000 | 141.71 $ | – | joint account | 02/12/2025 | 15 days |
| 01/28/2025 | INTU | Intuit Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 592.15 $ | – | joint account | 02/12/2025 | 15 days |
| 01/28/2025 | DELL | Dell Technologies Inc. Class C Common Stock Stock | Sale | $1,001–$15,000 | 98.97 $ | – | joint account | 02/12/2025 | 15 days |
| 01/28/2025 | ALE | Allete, Inc. Stock | Sale | $1,001–$15,000 | 63.40 $ | – | joint account | 02/12/2025 | 15 days |
| 01/27/2025 | PPG | PPG Industries, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 119.62 $ | – | joint account | 02/12/2025 | 16 days |
| 01/24/2025 | PGR | Progressive Corporation Stock | Purchase | $1,001–$15,000 | 224.08 $ | +6.9% · S&P 500 -16.8% until sale 04/07/2025 | joint account | 02/12/2025 | 19 days |
| 01/24/2025 | MS | Morgan Stanley Common Stock Stock | Sale partial sale | $1,001–$15,000 | 131.89 $ | – | joint account | 02/12/2025 | 19 days |
| 01/24/2025 | GS | Goldman Sachs Group, Inc. Stock | Purchase | $1,001–$15,000 | 618.17 $ | +40.4% · S&P 500 +12.2% until sale 12/18/2025 | joint account | 02/12/2025 | 19 days |
| 01/24/2025 | CB | Chubb Limited Common Stock Stock | Sale partial sale | $1,001–$15,000 | 261.63 $ | – | joint account | 02/12/2025 | 19 days |
| 01/17/2025 | WMT | Walmart Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 90.71 $ | – | joint account | 02/12/2025 | 26 days |
| 01/17/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 93.01 $ | +6.7% · S&P 500 +14.2% until sale 12/18/2025 | joint account | 02/12/2025 | 26 days |
| 01/15/2025 | WBA | Walgreens Boots Alliance, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 12.53 $ | -24.4% · S&P 500 +1.8% until sale 02/12/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | VZ | Verizon Communications Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 34.61 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 67.02 $ | +8.9% · S&P 500 -5.1% until sale 04/01/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | HSY | The Hershey Company Common Stock Stock | Purchase | $1,001–$15,000 | 144.86 $ | +12.7% · S&P 500 -5.1% until sale 04/01/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | CI | The Cigna Group Common Stock Stock | Purchase | $1,001–$15,000 | 275.72 $ | +9.5% · S&P 500 -1.5% until sale 03/03/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | SMCI | Super Micro Computer, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 30.99 $ | +13.1% · S&P 500 -5.1% until sale 04/01/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | SOLV | Solventum Corporation Common Stock Stock | Sale | $1,001–$15,000 | 72.03 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | SBAC | SBA Communications Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 190.78 $ | +12.3% · S&P 500 -5.1% until sale 04/01/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 697.67 $ | -12.2% · S&P 500 -5.1% until sale 04/01/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | QRVO | Qorvo, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 74.16 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | PFE | Pfizer, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 23.25 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | PEP | Pepsico, Inc. Stock | Purchase | $1,001–$15,000 | 136.55 $ | +3.8% · S&P 500 +2.0% until sale 01/28/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 68.14 $ | +100.1% · S&P 500 +4.9% until sale 06/30/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | NKE | Nike, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 68.35 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | NEE | NextEra Energy, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 66.26 $ | +20.3% · S&P 500 +15.1% until sale 12/18/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | MSCI | MSCI Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 589.01 $ | -5.3% · S&P 500 -5.1% until sale 04/01/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | MNST | Monster Beverage Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 49.26 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | MRNA | Moderna, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 34.77 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | MKTX | MarketAxess Holdings, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 212.29 $ | -11.4% · S&P 500 +1.8% until sale 02/12/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | LW | Lamb Weston Holdings, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 56.55 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | JNPR | Juniper Networks, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 38.20 $ | -6.0% · S&P 500 +1.8% until sale 02/12/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | HAS | Hasbro, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 53.20 $ | +11.9% · S&P 500 -5.1% until sale 04/01/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | ES | Eversource Energy Stock | Purchase | $1,001–$15,000 | 52.83 $ | +11.0% · S&P 500 -5.1% until sale 04/01/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | EL | Estee Lauder Companies, Inc. Stock | Purchase | $1,001–$15,000 | 72.72 $ | -7.4% · S&P 500 +1.8% until sale 02/12/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | ENPH | Enphase Energy, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 65.83 $ | -7.2% · S&P 500 +1.8% until sale 02/12/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | DOW | Dow Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 36.78 $ | -21.1% · S&P 500 +31.1% open | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | DLTR | Dollar Tree, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 70.34 $ | +7.1% · S&P 500 -5.1% until sale 04/01/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | DG | Dollar General Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 66.44 $ | +87.5% · S&P 500 +31.1% open | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | DHR | Danaher Corporation Common Stock Stock | Sale | $1,001–$15,000 | 235.49 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | CVS | CVS Health Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 48.86 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 73.22 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | STZ | Constellation Brands, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 172.59 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | COP | ConocoPhillips Common Stock Stock | Purchase | $1,001–$15,000 | 100.42 $ | +0.7% · S&P 500 -5.1% until sale 04/01/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | CAG | ConAgra Brands, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 22.57 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | CRL | Charles River Laboratories International, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 173.91 $ | +60.0% · S&P 500 +31.1% open | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 225.11 $ | – | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | BMY | Bristol-Myers Squibb Company Common Stock Stock | Purchase | $1,001–$15,000 | 52.09 $ | +6.5% · S&P 500 -5.1% until sale 04/01/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | BA | Boeing Company Stock | Purchase | $1,001–$15,000 | 166.20 $ | +23.6% · S&P 500 +16.0% until sale 12/02/2025 | joint account | 02/12/2025 | 28 days |
| 01/15/2025 | AMT | American Tower Corporation Stock | Sale | $1,001–$15,000 | 170.85 $ | – | joint account | 02/12/2025 | 28 days |
| 01/13/2025 | PPG | PPG Industries, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 110.49 $ | – | joint account | 02/12/2025 | 30 days |
| 03/15/2024 | MMM | 3M Company Common Stock Stock | Purchase | $1,001–$15,000 | 83.85 $ | +91.1% · S&P 500 +35.1% until sale 12/18/2025 | joint account | 04/14/2025 | 395 days |
The codes in the “Security” column come from the filing form. Where a code is unambiguous the page spells it out; otherwise the original code stays as it is.
About Julie Johnson
Julie Johnson has represented Texas's 32nd congressional district in the U.S. House of Representatives since January 2025. A Democrat, she previously served three terms in the Texas House of Representatives, where she focused on healthcare, education and consumer protection; she is a lawyer by training. Like every member of Congress, Johnson is required under the STOCK Act to publicly disclose stock trades made by herself, her spouse and her dependent children. These disclosures draw public interest because they show where a lawmaker's personal investments intersect with the work of Congress. The table on this page tracks exactly those filings: stock purchases and sales, each reported as a legally mandated dollar range rather than an exact figure, along with the trade date and the filing date. Members of Congress have up to 45 days after a trade to file the disclosure. One important caveat: a single trade is not evidence of special knowledge or a deliberate investment call by the lawmaker herself - it only confirms that a reportable transaction took place. The owner field on each filing shows whether a trade belongs to Johnson, her spouse or a child.
Frequently Asked Questions
The table on this page lists Julie Johnson's disclosed stock purchases and sales, updated automatically as new filings appear, including the trade direction, the legally required dollar range, and both the trade date and filing date.
The information comes from the official disclosures U.S. members of Congress are required to file under the STOCK Act.
The table updates automatically whenever a new disclosure is filed. Because lawmakers have up to 45 days to report a trade, the page reflects the most recently filed disclosure rather than the exact day trading occurred.
No. A single disclosed trade is not evidence of insider knowledge or even a personal investment decision by the lawmaker herself - filings can also reflect trades by a spouse or child, and the disclosure itself is simply the legally required filing.
Source
Official disclosure filings of the US Congress under the STOCK Act — the mandatory reports House members and senators file on their own securities transactions and those of their spouses and dependent children. Due within 30 days of learning about the transaction and no later than 45 days after the trade; amounts only as a statutory range.
These pages reproduce filed transactions. They are not investment advice, not a recommendation to buy, and not an accusation against the people named.