Lisa McClain: Stock Purchases and Sales
Filed transactions
- Chamber
- House of Representatives
- Region
- MI09
- Filed transactions
- 1,434
- Most recent trade
- 07/15/2026
- 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.
- +7.2% vs. +5.2%
That puts the securities bought 2.0 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.
700 of 725 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. 21% of the covered purchases beat the S&P 500 over the same window.
Prices as of 09/11/2026.
Of those, 1 filings exist only as a scan — they are linked in the table but cannot be parsed.
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 |
|---|---|---|---|---|---|---|---|---|---|
| 07/15/2026 | – | Saronic Technologies PS | Purchase | $50,001–$100,000 | – | – | spouse | 08/05/2026 | 21 days |
| 02/06/2026 | BBAI | BigBear.ai, Inc. Common Stock Stock | Purchase | $15,001–$50,000 | 4.72 $ | -39.2% · S&P 500 +11.3% open | spouse | 03/04/2026 | 26 days |
| 02/04/2026 | BBAI | BigBear.ai, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 4.50 $ | -36.2% · S&P 500 +12.0% open | spouse | 03/04/2026 | 28 days |
| 01/12/2026 | – | Apptronik PS | Purchase | $50,001–$100,000 | – | – | spouse | 02/11/2026 | 30 days |
| 12/15/2025 | – | xAI PS | Purchase | $100,001–$250,000 | – | – | spouse | 01/07/2026 | 23 days |
| 10/31/2025 | WYNN | Wynn Resorts, Limited - Common Stock Stock | Sale | $1,001–$15,000 | 118.17 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | WSFS | WSFS Financial Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 51.65 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | WMT | Walmart Inc. Common Stock Stock | Sale | $1,001–$15,000 | 100.58 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale | $1,001–$15,000 | 69.50 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | VST | Vistra Corp. Common Stock Stock | Sale | $1,001–$15,000 | 187.52 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | V | Visa Inc. Stock | Sale | $1,001–$15,000 | 338.66 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | VRT | Vertiv Holdings, LLC Class A Common Stock Stock | Sale | $1,001–$15,000 | 192.70 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | VALE | VALE S.A. American Depositary Shares Each Representing one common share Stock | Sale | $1,001–$15,000 | 11.48 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | UE | Urban Edge Properties Common Shares of Beneficial Interest Stock | Sale | $1,001–$15,000 | 18.68 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | UNM | Unum Group Common Stock Stock | Sale | $1,001–$15,000 | 72.12 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 334.75 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | UTHR | United Therapeutics Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 445.43 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 96.50 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | TCOM | Trip.com Group Limited - American Depositary Shares Stock | Sale | $1,001–$15,000 | 70.65 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | TMUS | T-Mobile US, Inc. Stock | Sale | $1,001–$15,000 | 206.89 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | TMO | Thermo Fisher Scientific Inc Common Stock Stock | Sale | $1,001–$15,000 | 565.84 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SJM | The J.M. Smucker Company Common Stock Stock | Sale | $1,001–$15,000 | 100.39 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BK | The Bank of New York Mellon Corporation Common Stock Stock | Sale | $1,001–$15,000 | 107.03 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | TXT | Textron Inc. Common Stock Stock | Sale | $1,001–$15,000 | 80.76 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 456.56 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | TER | Teradyne, Inc. Stock | Sale | $1,001–$15,000 | 181.48 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | TMHC | Taylor Morrison Home Corporation Common Stock Stock | Sale | $1,001–$15,000 | 59.27 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Sale | $1,001–$15,000 | 298.44 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SYY | Sysco Corporation Common Stock Stock | Sale | $1,001–$15,000 | 72.70 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SF | Stifel Financial Corporation Common Stock Stock | Sale | $1,001–$15,000 | 77.92 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SFM | Sprouts Farmers Market, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 78.96 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SR | Spire Inc. Common Stock Stock | Sale | $1,001–$15,000 | 83.89 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SONY | Sony Group Corporation American Depositary Shares Stock | Sale | $1,001–$15,000 | 27.81 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SGI | Somnigroup International Inc. Common Stock Stock | Sale | $1,001–$15,000 | 78.84 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SLB | SLB Limited Common Shares Stock | Sale | $1,001–$15,000 | 35.38 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SHW | Sherwin-Williams Company Stock | Sale | $1,001–$15,000 | 342.49 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SBCF | Seacoast Banking Corporation of Florida - Common Stock Stock | Sale | $1,001–$15,000 | 29.76 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SAIC | Science Applications International Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 92.74 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SAP | SAP SE ADS Stock | Sale | $1,001–$15,000 | 255.57 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SNDK | Sandisk Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 199.33 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ROIV | Roivant Sciences Ltd. - Common Shares Stock | Sale | $1,001–$15,000 | 19.99 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | RIO | Rio Tinto Plc Common Stock Stock | Sale | $1,001–$15,000 | 69.79 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | RGEN | Repligen Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 149.06 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | RF | Regions Financial Corporation Common Stock Stock | Sale | $1,001–$15,000 | 23.50 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | RBA | RB Global, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 98.35 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 448.86 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | QLYS | Qualys, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 123.26 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | PSTG | Pure Storage, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 98.70 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | PFG | Principal Financial Group Inc Stock | Sale | $1,001–$15,000 | 81.86 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | PII | Polaris Inc. Common Stock Stock | Sale | $1,001–$15,000 | 64.08 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | PFGC | Performance Food Group Company Common Stock Stock | Sale | $1,001–$15,000 | 96.74 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | PEP | Pepsico, Inc. Stock | Sale | $1,001–$15,000 | 141.90 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | PDD | PDD Holdings Inc. - American Depositary Shares Stock | Sale | $1,001–$15,000 | 134.87 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 200.47 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | OTIS | Otis Worldwide Corporation Common Stock Stock | Sale | $1,001–$15,000 | 91.35 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | OSK | Oshkosh Corporation Stock | Sale | $1,001–$15,000 | 121.84 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ORLY | O'Reilly Automotive, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 94.44 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ORCL | Oracle Corporation Common Stock Stock | Sale | $1,001–$15,000 | 260.10 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | OPCH | Option Care Health, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 26.03 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale | $15,001–$50,000 | 202.23 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | NVO | Novo Nordisk A/S Common Stock Stock | Sale | $1,001–$15,000 | 47.71 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | NVS | Novartis AG Common Stock Stock | Sale | $1,001–$15,000 | 120.13 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | NCLH | Norwegian Cruise Line Holdings Ltd. Ordinary Shares Stock | Sale | $1,001–$15,000 | 22.42 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | NTRS | Northern Trust Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 126.60 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | NFLX | Netflix, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 111.89 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | MKSI | MKS Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 143.24 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale | $15,001–$50,000 | 514.55 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | MGPI | MGP Ingredients, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 23.77 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 646.67 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | MCD | McDonald's Corporation Common Stock Stock | Sale | $1,001–$15,000 | 293.01 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | MTZ | MasTec, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 204.16 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | MGY | Magnolia Oil & Gas Corporation Class A Common Stock Stock | Sale | $1,001–$15,000 | 22.04 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | LPX | Louisiana-Pacific Corporation Common Stock Stock | Sale | $1,001–$15,000 | 86.11 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | L | Loews Corporation Common Stock Stock | Sale | $1,001–$15,000 | 99.39 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | KRG | Kite Realty Group Trust Common Stock Stock | Sale | $1,001–$15,000 | 21.41 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | KVUE | Kenvue Inc. Common Stock Stock | Sale | $1,001–$15,000 | 13.86 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | JPM | JP Morgan Chase & Co. Common Stock Stock | Sale | $1,001–$15,000 | 306.77 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | JNJ | Johnson & Johnson Common Stock Stock | Sale | $1,001–$15,000 | 185.60 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | JD | JD.com, Inc. - American Depositary Shares Stock | Sale | $1,001–$15,000 | 31.93 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ITT | ITT Inc. Common Stock Stock | Sale | $1,001–$15,000 | 183.62 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ING | ING Group, N.V. Common Stock Stock | Sale | $1,001–$15,000 | 24.01 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ILMN | Illumina, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 123.54 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ITW | Illinois Tool Works Inc. Common Stock Stock | Sale | $1,001–$15,000 | 239.38 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | IEX | IDEX Corporation Common Stock Stock | Sale | $1,001–$15,000 | 169.67 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | HUM | Humana Inc. Common Stock Stock | Sale | $1,001–$15,000 | 275.19 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | HWM | Howmet Aerospace Inc. Common Stock Stock | Sale | $1,001–$15,000 | 205.62 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | HMC | Honda Motor Company, Ltd. Common Stock Stock | Sale | $1,001–$15,000 | 29.71 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | HOMB | Home BancShares, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 26.11 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | HPE | Hewlett Packard Enterprise Company Common Stock Stock | Sale | $1,001–$15,000 | 24.05 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | HDB | HDFC Bank Limited Common Stock Stock | Sale | $1,001–$15,000 | 35.11 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | HAS | Hasbro, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 74.48 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | GSK | GSK plc American Depositary Shares Stock | Sale | $1,001–$15,000 | 45.67 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | GS | Goldman Sachs Group, Inc. Stock | Sale | $1,001–$15,000 | 777.94 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | GTY | Getty Realty Corporation Common Stock Stock | Sale | $1,001–$15,000 | 26.17 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | IT | Gartner, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 248.34 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | FTNT | Fortinet, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 86.43 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | FMC | FMC Corporation Common Stock Stock | Sale | $1,001–$15,000 | 14.91 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | FIVE | Five Below, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 157.27 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | FN | Fabrinet Ordinary Shares Stock | Sale | $1,001–$15,000 | 440.57 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | XOM | Exxon Mobil Corporation Common Stock Stock | Sale | $1,001–$15,000 | 111.86 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | EXC | Exelon Corporation Stock | Sale | $1,001–$15,000 | 44.91 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | WTRG | Essential Utilities, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 37.98 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ENTG | Entegris, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 91.35 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | EHC | Encompass Health Corporation Common Stock Stock | Sale | $1,001–$15,000 | 113.21 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | EME | EMCOR Group, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 674.69 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ECL | Ecolab Inc. Common Stock Stock | Sale | $1,001–$15,000 | 254.31 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SATS | EchoStar Corporation - Common stock Stock | Sale | $1,001–$15,000 | 74.87 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale | $1,001–$15,000 | 378.30 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | DUK | Duke Energy Corporation Stock | Sale | $1,001–$15,000 | 121.14 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | DKS | Dick's Sporting Goods Inc Common Stock Stock | Sale | $1,001–$15,000 | 217.56 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | DAL | Delta Air Lines, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 56.93 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | DELL | Dell Technologies Inc. Class C Common Stock Stock | Sale | $1,001–$15,000 | 160.54 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | SRE | DBA Sempra Common Stock Stock | Sale | $1,001–$15,000 | 90.00 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | DDOG | Datadog, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 162.81 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | DRI | Darden Restaurants, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 176.03 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | DHI | D.R. Horton, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 147.75 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | CVS | CVS Health Corporation Common Stock Stock | Sale | $1,001–$15,000 | 76.37 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | CMI | Cummins Inc. Common Stock Stock | Sale | $1,001–$15,000 | 432.98 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | CNM | Core & Main, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 52.18 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | CEG | Constellation Energy Corporation - Common Stock When-Issued Stock | Sale | $1,001–$15,000 | 375.48 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | COP | ConocoPhillips Common Stock Stock | Sale | $1,001–$15,000 | 86.72 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | COHR | Coherent Corp. Stock | Sale | $1,001–$15,000 | 131.96 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | KO | Coca-Cola Company Stock | Sale | $1,001–$15,000 | 67.52 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | CLX | Clorox Company Stock | Sale | $1,001–$15,000 | 109.84 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | CIEN | Ciena Corporation Stock | Sale | $1,001–$15,000 | 189.92 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | CHRD | Chord Energy Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 87.74 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | CASY | Caseys General Stores, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 511.97 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | CACI | CACI International, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 562.25 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BWXT | BWX Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 212.73 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BRO | Brown & Brown, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 79.16 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 367.54 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BCO | Brinks Company Stock | Sale | $1,001–$15,000 | 110.18 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BP | BP p.l.c. Common Stock Stock | Sale | $1,001–$15,000 | 33.82 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Sale | $1,001–$15,000 | 100.72 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BL | BlackLine, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 57.25 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BHP | BHP Group Limited American Depositary Shares Stock | Sale | $1,001–$15,000 | 55.95 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale | $1,001–$15,000 | – | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BAX | Baxter International Inc. Common Stock Stock | Sale | $1,001–$15,000 | 18.44 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BCS | Barclays PLC Common Stock Stock | Sale | $1,001–$15,000 | 21.24 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BAC | Bank of America Corporation Common Stock Stock | Sale | $1,001–$15,000 | 52.60 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | AVB | AvalonBay Communities, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 60.44 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | AZN | AstraZeneca PLC - American Depositary Shares Stock | Sale | $1,001–$15,000 | 163.08 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Sale | $1,001–$15,000 | 1,054.17 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale | $15,001–$50,000 | 269.61 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | APPF | AppFolio, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 254.43 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | AMH | American Homes 4 Rent Common Shares of Beneficial Interest Stock | Sale | $1,001–$15,000 | 30.63 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | AXP | American Express Company Common Stock Stock | Sale | $1,001–$15,000 | 357.82 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Sale | $1,001–$15,000 | 281.27 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | GOOGL | Alphabet Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 280.64 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ALLE | Allegion plc Ordinary Shares Stock | Sale | $1,001–$15,000 | 163.95 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Sale | $1,001–$15,000 | 168.88 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ALEX | Alexander & Baldwin, Inc. Common Stock REIT Holding Company Stock | Sale | $1,001–$15,000 | 15.70 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | AKAM | Akamai Technologies, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 75.10 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | AMD | Advanced Micro Devices, Inc. Stock | Sale | $1,001–$15,000 | 256.12 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ACIW | ACI Worldwide, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 47.63 $ | – | spouse | 11/21/2025 | 21 days |
| 10/31/2025 | ABBV | AbbVie Inc. Common Stock Stock | Sale | $1,001–$15,000 | 213.00 $ | – | spouse | 11/21/2025 | 21 days |
| 10/30/2025 | WYNN | Wynn Resorts, Limited - Common Stock Stock | Purchase | $1,001–$15,000 | 118.95 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | WYNN | Wynn Resorts, Limited - Common Stock Stock | Sale | $1,001–$15,000 | 118.95 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | WSFS | WSFS Financial Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 52.38 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | WSFS | WSFS Financial Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 52.38 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | WMT | Walmart Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 101.62 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | WMT | Walmart Inc. Common Stock Stock | Sale | $1,001–$15,000 | 101.62 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale | $1,001–$15,000 | 69.70 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | WRB | W.R. Berkley Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 69.70 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | VST | Vistra Corp. Common Stock Stock | Purchase | $1,001–$15,000 | 188.93 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | VST | Vistra Corp. Common Stock Stock | Sale | $1,001–$15,000 | 188.93 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | V | Visa Inc. Stock | Sale | $1,001–$15,000 | 342.92 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 342.92 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | VRT | Vertiv Holdings, LLC Class A Common Stock Stock | Purchase | $1,001–$15,000 | 193.60 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | VRT | Vertiv Holdings, LLC Class A Common Stock Stock | Sale | $1,001–$15,000 | 193.60 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | – | VALE S.A. American Depositary Shares Each Representing one | Sale | $1,001–$15,000 | – | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | VALE | VALE S.A. American Depositary Shares Each Representing one common share Stock | Purchase | $1,001–$15,000 | 11.29 $ | +1.7% · S&P 500 +0.3% until sale 10/31/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | UE | Urban Edge Properties Common Shares of Beneficial Interest Stock | Purchase | $1,001–$15,000 | 18.80 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | UE | Urban Edge Properties Common Shares of Beneficial Interest Stock | Sale | $1,001–$15,000 | 18.80 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | UNM | Unum Group Common Stock Stock | Sale | $1,001–$15,000 | 72.20 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | UNM | Unum Group Common Stock Stock | Purchase | $1,001–$15,000 | 72.20 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 337.88 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 337.88 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | UTHR | United Therapeutics Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 453.53 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | UTHR | United Therapeutics Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 453.53 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 96.49 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 96.49 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TCOM | Trip.com Group Limited - American Depositary Shares Stock | Sale | $1,001–$15,000 | 70.55 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TCOM | Trip.com Group Limited - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 70.55 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TMUS | T-Mobile US, Inc. Stock | Sale | $1,001–$15,000 | 207.48 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TMUS | T-Mobile US, Inc. Stock | Purchase | $1,001–$15,000 | 207.48 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TMO | Thermo Fisher Scientific Inc Common Stock Stock | Purchase | $1,001–$15,000 | 554.70 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TMO | Thermo Fisher Scientific Inc Common Stock Stock | Sale | $1,001–$15,000 | 554.70 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SJM | The J.M. Smucker Company Common Stock Stock | Purchase | $1,001–$15,000 | 99.22 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SJM | The J.M. Smucker Company Common Stock Stock | Sale | $1,001–$15,000 | 99.22 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BK | The Bank of New York Mellon Corporation Common Stock Stock | Sale | $1,001–$15,000 | 107.02 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BK | The Bank of New York Mellon Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 107.02 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TXT | Textron Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 79.37 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TXT | Textron Inc. Common Stock Stock | Sale | $1,001–$15,000 | 79.37 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 440.10 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 440.10 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TER | Teradyne, Inc. Stock | Purchase | $1,001–$15,000 | 176.61 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TER | Teradyne, Inc. Stock | Sale | $1,001–$15,000 | 176.61 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TMHC | Taylor Morrison Home Corporation Common Stock Stock | Sale | $1,001–$15,000 | 59.14 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TMHC | Taylor Morrison Home Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 59.14 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Purchase | $1,001–$15,000 | 301.21 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Sale | $1,001–$15,000 | 301.21 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SYY | Sysco Corporation Common Stock Stock | Sale | $1,001–$15,000 | 73.11 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SYY | Sysco Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 73.11 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SF | Stifel Financial Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 77.48 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SF | Stifel Financial Corporation Common Stock Stock | Sale | $1,001–$15,000 | 77.48 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SFM | Sprouts Farmers Market, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 77.25 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SFM | Sprouts Farmers Market, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 77.25 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SR | Spire Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 84.93 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SR | Spire Inc. Common Stock Stock | Sale | $1,001–$15,000 | 84.93 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SONY | Sony Group Corporation American Depositary Shares Stock | Sale | $1,001–$15,000 | 27.67 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SONY | Sony Group Corporation American Depositary Shares Stock | Purchase | $1,001–$15,000 | 27.67 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SGI | Somnigroup International Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 79.28 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SGI | Somnigroup International Inc. Common Stock Stock | Sale | $1,001–$15,000 | 79.28 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SLB | SLB Limited Common Shares Stock | Sale | $1,001–$15,000 | 35.64 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SLB | SLB Limited Common Shares Stock | Purchase | $1,001–$15,000 | 35.64 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SHW | Sherwin-Williams Company Stock | Purchase | $1,001–$15,000 | 345.43 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SHW | Sherwin-Williams Company Stock | Sale | $1,001–$15,000 | 345.43 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SBCF | Seacoast Banking Corporation of Florida - Common Stock Stock | Sale | $1,001–$15,000 | 29.93 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SBCF | Seacoast Banking Corporation of Florida - Common Stock Stock | Purchase | $1,001–$15,000 | 29.93 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SAIC | Science Applications International Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 90.55 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SAIC | Science Applications International Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 90.55 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SAP | SAP SE ADS Stock | Sale | $1,001–$15,000 | 254.76 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SAP | SAP SE ADS Stock | Purchase | $1,001–$15,000 | 254.76 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SNDK | Sandisk Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 195.82 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SNDK | Sandisk Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 195.82 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ROIV | Roivant Sciences Ltd. - Common Shares Stock | Purchase | $1,001–$15,000 | 19.58 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ROIV | Roivant Sciences Ltd. - Common Shares Stock | Sale | $1,001–$15,000 | 19.58 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | RIO | Rio Tinto Plc Common Stock Stock | Sale | $1,001–$15,000 | 70.24 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | RIO | Rio Tinto Plc Common Stock Stock | Purchase | $1,001–$15,000 | 70.24 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | RGEN | Repligen Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 144.57 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | RGEN | Repligen Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 144.57 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | RF | Regions Financial Corporation Common Stock Stock | Sale | $1,001–$15,000 | 23.50 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | RF | Regions Financial Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 23.50 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | RBA | RB Global, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 99.59 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | RBA | RB Global, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 99.59 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 453.55 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 453.55 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | QLYS | Qualys, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 123.79 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | QLYS | Qualys, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 123.79 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PSTG | Pure Storage, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 97.01 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PSTG | Pure Storage, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 97.01 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PFG | Principal Financial Group Inc Stock | Purchase | $1,001–$15,000 | 80.59 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PFG | Principal Financial Group Inc Stock | Sale | $1,001–$15,000 | 80.59 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PII | Polaris Inc. Common Stock Stock | Sale | $1,001–$15,000 | 65.23 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PII | Polaris Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 65.23 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PFGC | Performance Food Group Company Common Stock Stock | Purchase | $1,001–$15,000 | 97.08 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PFGC | Performance Food Group Company Common Stock Stock | Sale | $1,001–$15,000 | 97.08 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PEP | Pepsico, Inc. Stock | Sale | $1,001–$15,000 | 143.32 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PEP | Pepsico, Inc. Stock | Purchase | $1,001–$15,000 | 143.32 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PDD | PDD Holdings Inc. - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 136.01 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PDD | PDD Holdings Inc. - American Depositary Shares Stock | Sale | $1,001–$15,000 | 136.01 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 194.55 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 194.55 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | OTIS | Otis Worldwide Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 91.09 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | OTIS | Otis Worldwide Corporation Common Stock Stock | Sale | $1,001–$15,000 | 91.09 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | OSK | Oshkosh Corporation Stock | Sale | $1,001–$15,000 | 121.79 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | OSK | Oshkosh Corporation Stock | Purchase | $1,001–$15,000 | 121.79 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ORLY | O'Reilly Automotive, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 95.15 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ORLY | O'Reilly Automotive, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 95.15 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ORCL | Oracle Corporation Common Stock Stock | Sale | $1,001–$15,000 | 254.44 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ORCL | Oracle Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 254.44 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | OPCH | Option Care Health, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 26.21 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | OPCH | Option Care Health, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 26.21 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale | $15,001–$50,000 | 202.63 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $15,001–$50,000 | 202.63 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NVO | Novo Nordisk A/S Common Stock Stock | Purchase | $1,001–$15,000 | 48.27 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NVO | Novo Nordisk A/S Common Stock Stock | Sale | $1,001–$15,000 | 48.27 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NVS | Novartis AG Common Stock Stock | Sale | $1,001–$15,000 | 118.99 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NVS | Novartis AG Common Stock Stock | Purchase | $1,001–$15,000 | 118.99 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NCLH | Norwegian Cruise Line Holdings Ltd. Ordinary Shares Stock | Purchase | $1,001–$15,000 | 22.22 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NCLH | Norwegian Cruise Line Holdings Ltd. Ordinary Shares Stock | Sale | $1,001–$15,000 | 22.22 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NTRS | Northern Trust Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 124.85 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NTRS | Northern Trust Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 124.85 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NFLX | Netflix, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 108.90 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | NFLX | Netflix, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 108.90 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MKSI | MKS Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 138.86 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MKSI | MKS Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 138.86 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale | $15,001–$50,000 | 522.45 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $15,001–$50,000 | 522.45 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MGPI | MGP Ingredients, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 23.76 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MGPI | MGP Ingredients, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 23.76 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 664.74 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 664.74 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MCD | McDonald's Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 296.94 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MCD | McDonald's Corporation Common Stock Stock | Sale | $1,001–$15,000 | 296.94 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MTZ | MasTec, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 213.95 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MTZ | MasTec, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 213.95 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MGY | Magnolia Oil & Gas Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | 21.99 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | MGY | Magnolia Oil & Gas Corporation Class A Common Stock Stock | Sale | $1,001–$15,000 | 21.99 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | LPX | Louisiana-Pacific Corporation Common Stock Stock | Sale | $1,001–$15,000 | 87.20 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | LPX | Louisiana-Pacific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 87.20 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | L | Loews Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 99.36 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | L | Loews Corporation Common Stock Stock | Sale | $1,001–$15,000 | 99.36 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | KRG | Kite Realty Group Trust Common Stock Stock | Sale | $1,001–$15,000 | 21.17 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | KRG | Kite Realty Group Trust Common Stock Stock | Purchase | $1,001–$15,000 | 21.17 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | KVUE | Kenvue Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 13.74 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | KVUE | Kenvue Inc. Common Stock Stock | Sale | $1,001–$15,000 | 13.74 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | JPM | JP Morgan Chase & Co. Common Stock Stock | Sale | $1,001–$15,000 | 305.11 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | JPM | JP Morgan Chase & Co. Common Stock Stock | Purchase | $1,001–$15,000 | 305.11 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | JNJ | Johnson & Johnson Common Stock Stock | Purchase | $1,001–$15,000 | 185.78 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | JNJ | Johnson & Johnson Common Stock Stock | Sale | $1,001–$15,000 | 185.78 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | JD | JD.com, Inc. - American Depositary Shares Stock | Sale | $1,001–$15,000 | 32.24 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | JD | JD.com, Inc. - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 32.24 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ITT | ITT Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 185.59 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ITT | ITT Inc. Common Stock Stock | Sale | $1,001–$15,000 | 185.59 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ING | ING Group, N.V. Common Stock Stock | Sale | $1,001–$15,000 | 24.53 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ING | ING Group, N.V. Common Stock Stock | Purchase | $1,001–$15,000 | 24.53 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ILMN | Illumina, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 99.01 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ILMN | Illumina, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 99.01 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ITW | Illinois Tool Works Inc. Common Stock Stock | Sale | $1,001–$15,000 | 239.11 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ITW | Illinois Tool Works Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 239.11 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | IEX | IDEX Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 168.53 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | IEX | IDEX Corporation Common Stock Stock | Sale | $1,001–$15,000 | 168.53 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HUM | Humana Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 282.53 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HUM | Humana Inc. Common Stock Stock | Sale | $1,001–$15,000 | 282.53 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HWM | Howmet Aerospace Inc. Common Stock Stock | Sale | $1,001–$15,000 | 201.45 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HWM | Howmet Aerospace Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 201.45 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HMC | Honda Motor Company, Ltd. Common Stock Stock | Purchase | $1,001–$15,000 | 30.27 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HMC | Honda Motor Company, Ltd. Common Stock Stock | Sale | $1,001–$15,000 | 30.27 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HOMB | Home BancShares, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 26.12 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HOMB | Home BancShares, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 26.12 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HPE | Hewlett Packard Enterprise Company Common Stock Stock | Purchase | $1,001–$15,000 | 24.04 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HPE | Hewlett Packard Enterprise Company Common Stock Stock | Sale | $1,001–$15,000 | 24.04 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HDB | HDFC Bank Limited Common Stock Stock | Sale | $1,001–$15,000 | 35.75 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HDB | HDFC Bank Limited Common Stock Stock | Purchase | $1,001–$15,000 | 35.75 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HAS | Hasbro, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 74.71 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | HAS | Hasbro, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 74.71 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | GSK | GSK plc American Depositary Shares Stock | Sale | $1,001–$15,000 | 45.74 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | GSK | GSK plc American Depositary Shares Stock | Purchase | $1,001–$15,000 | 45.74 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | GS | Goldman Sachs Group, Inc. Stock | Purchase | $1,001–$15,000 | 778.71 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | GS | Goldman Sachs Group, Inc. Stock | Sale | $1,001–$15,000 | 778.71 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | GTY | Getty Realty Corporation Common Stock Stock | Sale | $1,001–$15,000 | 26.30 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | GTY | Getty Realty Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 26.30 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | IT | Gartner, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 248.40 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | IT | Gartner, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 248.40 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | FTNT | Fortinet, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 84.20 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | FTNT | Fortinet, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 84.20 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | FMC | FMC Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 15.26 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | FMC | FMC Corporation Common Stock Stock | Sale | $1,001–$15,000 | 15.26 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | FIVE | Five Below, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 156.81 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | FIVE | Five Below, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 156.81 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | FN | Fabrinet Ordinary Shares Stock | Purchase | $1,001–$15,000 | 438.00 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | FN | Fabrinet Ordinary Shares Stock | Sale | $1,001–$15,000 | 438.00 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | XOM | Exxon Mobil Corporation Common Stock Stock | Sale | $1,001–$15,000 | 112.18 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | XOM | Exxon Mobil Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 112.18 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | EXC | Exelon Corporation Stock | Purchase | $1,001–$15,000 | 45.84 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | EXC | Exelon Corporation Stock | Sale | $1,001–$15,000 | 45.84 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | WTRG | Essential Utilities, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 37.75 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | WTRG | Essential Utilities, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 37.75 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ENTG | Entegris, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 87.29 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ENTG | Entegris, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 87.29 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | EHC | Encompass Health Corporation Common Stock Stock | Sale | $1,001–$15,000 | 116.15 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | EHC | Encompass Health Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 116.15 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | EME | EMCOR Group, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 646.96 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | EME | EMCOR Group, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 646.96 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ECL | Ecolab Inc. Common Stock Stock | Sale | $1,001–$15,000 | 255.00 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ECL | Ecolab Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 255.00 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SATS | EchoStar Corporation - Common stock Stock | Purchase | $1,001–$15,000 | 73.16 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SATS | EchoStar Corporation - Common stock Stock | Sale | $1,001–$15,000 | 73.16 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale | $1,001–$15,000 | 379.82 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Purchase | $1,001–$15,000 | 379.82 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DUK | Duke Energy Corporation Stock | Purchase | $1,001–$15,000 | 122.03 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DUK | Duke Energy Corporation Stock | Sale | $1,001–$15,000 | 122.03 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DKS | Dick's Sporting Goods Inc Common Stock Stock | Sale | $1,001–$15,000 | 216.88 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DKS | Dick's Sporting Goods Inc Common Stock Stock | Purchase | $1,001–$15,000 | 216.88 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DAL | Delta Air Lines, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 56.67 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DAL | Delta Air Lines, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 56.67 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DELL | Dell Technologies Inc. Class C Common Stock Stock | Sale | $1,001–$15,000 | 159.55 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DELL | Dell Technologies Inc. Class C Common Stock Stock | Purchase | $1,001–$15,000 | 159.55 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SRE | DBA Sempra Common Stock Stock | Purchase | $1,001–$15,000 | 90.49 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | SRE | DBA Sempra Common Stock Stock | Sale | $1,001–$15,000 | 90.49 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DDOG | Datadog, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 157.07 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DDOG | Datadog, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 157.07 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DRI | Darden Restaurants, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 174.12 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DRI | Darden Restaurants, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 174.12 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DHI | D.R. Horton, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 147.96 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | DHI | D.R. Horton, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 147.96 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CVS | CVS Health Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 74.94 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CVS | CVS Health Corporation Common Stock Stock | Sale | $1,001–$15,000 | 74.94 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CMI | Cummins Inc. Common Stock Stock | Sale | $1,001–$15,000 | 433.38 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CMI | Cummins Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 433.38 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CNM | Core & Main, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 52.31 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CNM | Core & Main, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 52.31 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CEG | Constellation Energy Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 380.94 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CEG | Constellation Energy Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 380.94 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | COP | ConocoPhillips Common Stock Stock | Purchase | $1,001–$15,000 | 86.02 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | COP | ConocoPhillips Common Stock Stock | Sale | $1,001–$15,000 | 86.02 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | COHR | Coherent Corp. Stock | Sale | $1,001–$15,000 | 132.71 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | COHR | Coherent Corp. Stock | Purchase | $1,001–$15,000 | 132.71 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | KO | Coca-Cola Company Stock | Purchase | $1,001–$15,000 | 67.59 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | KO | Coca-Cola Company Stock | Sale | $1,001–$15,000 | 67.59 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CLX | Clorox Company Stock | Purchase | $1,001–$15,000 | 109.84 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CLX | Clorox Company Stock | Sale | $1,001–$15,000 | 109.84 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CIEN | Ciena Corporation Stock | Sale | $1,001–$15,000 | 188.96 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CIEN | Ciena Corporation Stock | Purchase | $1,001–$15,000 | 188.96 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CHRD | Chord Energy Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 87.27 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CHRD | Chord Energy Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 87.27 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CASY | Caseys General Stores, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 516.74 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CASY | Caseys General Stores, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 516.74 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CACI | CACI International, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 563.25 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | CACI | CACI International, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 563.25 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BWXT | BWX Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 212.92 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BWXT | BWX Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 212.92 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BRO | Brown & Brown, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 79.86 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BRO | Brown & Brown, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 79.86 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 374.34 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 374.34 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BCO | Brinks Company Stock | Purchase | $1,001–$15,000 | 110.75 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BCO | Brinks Company Stock | Sale | $1,001–$15,000 | 110.75 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BP | BP p.l.c. Common Stock Stock | Sale | $1,001–$15,000 | 33.47 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BP | BP p.l.c. Common Stock Stock | Purchase | $1,001–$15,000 | 33.47 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 100.57 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Sale | $1,001–$15,000 | 100.57 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BL | BlackLine, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 56.74 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BL | BlackLine, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 56.74 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BHP | BHP Group Limited American Depositary Shares Stock | Sale | $1,001–$15,000 | 56.13 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BHP | BHP Group Limited American Depositary Shares Stock | Purchase | $1,001–$15,000 | 56.13 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Purchase | $1,001–$15,000 | – | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale | $1,001–$15,000 | – | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BAX | Baxter International Inc. Common Stock Stock | Sale | $1,001–$15,000 | 19.13 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BAX | Baxter International Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 19.13 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BCS | Barclays PLC Common Stock Stock | Purchase | $1,001–$15,000 | 21.09 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BCS | Barclays PLC Common Stock Stock | Sale | $1,001–$15,000 | 21.09 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BAC | Bank of America Corporation Common Stock Stock | Sale | $1,001–$15,000 | 52.19 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BAC | Bank of America Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 52.19 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AVB | AvalonBay Communities, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 60.71 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AVB | AvalonBay Communities, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 60.71 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AZN | AstraZeneca PLC - American Depositary Shares Stock | Sale | $1,001–$15,000 | 162.97 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AZN | AstraZeneca PLC - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 162.97 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Purchase | $1,001–$15,000 | 1,070.31 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Sale | $1,001–$15,000 | 1,070.31 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale | $15,001–$50,000 | 270.63 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AAPL | Apple Inc. - Common Stock Stock | Purchase | $15,001–$50,000 | 270.63 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | APPF | AppFolio, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 235.71 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | APPF | AppFolio, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 235.71 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AMH | American Homes 4 Rent Common Shares of Beneficial Interest Stock | Sale | $1,001–$15,000 | 31.10 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AMH | American Homes 4 Rent Common Shares of Beneficial Interest Stock | Purchase | $1,001–$15,000 | 31.10 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AXP | American Express Company Common Stock Stock | Purchase | $1,001–$15,000 | 355.98 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AXP | American Express Company Common Stock Stock | Sale | $1,001–$15,000 | 355.98 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Purchase | $1,001–$15,000 | 281.35 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Sale | $1,001–$15,000 | 281.35 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | GOOGL | Alphabet Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 280.93 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | GOOGL | Alphabet Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 280.93 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ALLE | Allegion plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | 163.48 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ALLE | Allegion plc Ordinary Shares Stock | Sale | $1,001–$15,000 | 163.48 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Sale | $1,001–$15,000 | 172.35 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Purchase | $1,001–$15,000 | 172.35 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ALEX | Alexander & Baldwin, Inc. Common Stock REIT Holding Company Stock | Purchase | $1,001–$15,000 | 16.40 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ALEX | Alexander & Baldwin, Inc. Common Stock REIT Holding Company Stock | Sale | $1,001–$15,000 | 16.40 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AKAM | Akamai Technologies, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 73.93 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AKAM | Akamai Technologies, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 73.93 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $1,001–$15,000 | 254.84 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | AMD | Advanced Micro Devices, Inc. Stock | Sale | $1,001–$15,000 | 254.84 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ACIW | ACI Worldwide, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 47.23 $ | – | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ACIW | ACI Worldwide, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 47.23 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ABBV | AbbVie Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 222.93 $ | +0.0% · S&P 500 +0.0% until sale 10/30/2025 | spouse | 11/21/2025 | 22 days |
| 10/30/2025 | ABBV | AbbVie Inc. Common Stock Stock | Sale | $1,001–$15,000 | 222.93 $ | – | spouse | 11/21/2025 | 22 days |
| – | available only as a scan Original filing | 10/23/2025 | – | ||||||
| 10/15/2025 | CIEN | Ciena Corporation Stock | Sale | $1,001–$15,000 | 168.71 $ | – | spouse | 11/21/2025 | 37 days |
| 10/14/2025 | TM | Toyota Motor Corporation Common Stock Stock | Sale | $1,001–$15,000 | 188.78 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Sale partial sale | $1,001–$15,000 | 293.98 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | SHEL | Shell PLC American Depositary Shares Stock | Sale | $1,001–$15,000 | 69.68 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | SNDR | Schneider National, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 22.26 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | SAP | SAP SE ADS Stock | Sale partial sale | $1,001–$15,000 | 265.90 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | ROL | Rollins, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 56.35 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Stock | Sale | $1,001–$15,000 | 143.11 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 706.81 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | LYG | Lloyds Banking Group Plc American Depositary Shares Stock | Sale | $1,001–$15,000 | 4.41 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | IBKR | Interactive Brokers Group, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 69.13 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | INGR | Ingredion Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 118.11 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | H | Hyatt Hotels Corporation Class A Common Stock Stock | Sale | $1,001–$15,000 | 147.35 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | HSBC | HSBC Holdings, plc. Common Stock Stock | Sale | $1,001–$15,000 | 64.21 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale | $1,001–$15,000 | 59.60 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | BLK | BlackRock, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 1,175.27 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Sale partial sale | $1,001–$15,000 | 976.75 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | ANET | Arista Networks, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 138.79 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 247.07 $ | – | spouse | 11/21/2025 | 38 days |
| 10/14/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 216.39 $ | – | spouse | 11/21/2025 | 38 days |
| 09/25/2025 | UL | Unilever PLC Common Stock Stock | Sale | $1,001–$15,000 | 65.14 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | SFM | Sprouts Farmers Market, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 111.36 $ | -30.6% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | SNDR | Schneider National, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 21.06 $ | +5.7% · S&P 500 +0.6% until sale 10/14/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | SLB | Schlumberger N.V. Common Stock Stock | Purchase | $1,001–$15,000 | 33.94 $ | +5.0% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | SBAC | SBA Communications Corporation - Class A Common Stock Stock | Sale | $1,001–$15,000 | 191.88 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | SAP | SAP SE ADS Stock | Purchase | $1,001–$15,000 | 258.02 $ | -1.3% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | RHP | Ryman Hospitality Properties, Inc. Stock | Sale | $1,001–$15,000 | 87.77 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | ROL | Rollins, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 55.90 $ | +0.8% · S&P 500 +0.6% until sale 10/14/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | RS | Reliance, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 277.24 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | OPCH | Option Care Health, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 26.82 $ | -2.3% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | NVS | Novartis AG Common Stock Stock | Sale partial sale | $1,001–$15,000 | 118.62 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Stock | Purchase | $1,001–$15,000 | 147.92 $ | -3.2% · S&P 500 +0.6% until sale 10/14/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | MGPI | MGP Ingredients, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 24.50 $ | -3.0% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | MMSI | Merit Medical Systems, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 80.06 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | CART | Maplebear Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 42.41 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | MAN | ManpowerGroup Common Stock Stock | Sale | $1,001–$15,000 | 36.00 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | LPX | Louisiana-Pacific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 82.43 $ | +5.8% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | KVUE | Kenvue Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 15.60 $ | -11.9% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | INGR | Ingredion Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 117.41 $ | +0.6% · S&P 500 +0.6% until sale 10/14/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | HUM | Humana Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 250.81 $ | +12.6% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | HRL | Hormel Foods Corporation Common Stock Stock | Sale | $1,001–$15,000 | 23.20 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | HDB | HDFC Bank Limited Common Stock Stock | Purchase | $1,001–$15,000 | 33.20 $ | +7.7% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | GTY | Getty Realty Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 25.27 $ | +4.0% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | FCX | Freeport-McMoRan, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 34.96 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | FMC | FMC Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 32.01 $ | -52.3% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | WTRG | Essential Utilities, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 36.78 $ | +2.6% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | DT | Dynatrace, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 48.60 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | – | Domino's Pizza Inc - Common Stock | Sale | $1,001–$15,000 | – | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | DLB | Dolby Laboratories Common Stock Stock | Sale | $1,001–$15,000 | 70.19 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | DEO | Diageo plc Common Stock Stock | Sale | $1,001–$15,000 | 90.34 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | DRI | Darden Restaurants, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 181.27 $ | -3.9% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | DHR | Danaher Corporation Common Stock Stock | Sale | $1,001–$15,000 | 180.13 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 83.09 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | CON | Concentra Group Holdings Parent, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 20.41 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | KO | Coca-Cola Company Stock | Purchase | $1,001–$15,000 | 64.65 $ | +4.5% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | CHD | Church & Dwight Company, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 85.00 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | BTI | British American Tobacco Industries, p.l.c. Common Stock ADR Stock | Sale | $1,001–$15,000 | 49.50 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | BCC | Boise Cascade, L.L.C. Common Stock Stock | Sale | $1,001–$15,000 | 75.98 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | BBT | Beacon Financial Corporation Common stock Stock | Sale | $1,001–$15,000 | 23.38 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | BAX | Baxter International Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 21.68 $ | -11.7% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Purchase | $1,001–$15,000 | 943.34 $ | +13.5% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | AMGN | Amgen Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 265.40 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | AMH | American Homes 4 Rent Common Shares of Beneficial Interest Stock | Purchase | $1,001–$15,000 | 31.61 $ | -1.6% · S&P 500 +3.3% until sale 10/30/2025 | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 218.15 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | APD | Air Products and Chemicals, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 258.88 $ | – | spouse | 10/22/2025 | 27 days |
| 09/25/2025 | ADC | Agree Realty Corporation Common Stock Stock | Sale | $1,001–$15,000 | 67.90 $ | – | spouse | 10/22/2025 | 27 days |
| 09/12/2025 | – | SpaceX PS | Purchase | $100,001–$250,000 | – | – | spouse | 10/22/2025 | 40 days |
| 09/11/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 80.70 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | UL | Unilever PLC Common Stock Stock | Purchase | $1,001–$15,000 | 69.71 $ | -6.6% · S&P 500 +0.3% until sale 09/25/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | TYL | Tyler Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 553.99 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | TTE | TotalEnergies SE Stock | Sale | $1,001–$15,000 | 56.83 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | TXRH | Texas Roadhouse, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 165.06 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 368.81 $ | +19.3% · S&P 500 +3.7% until sale 10/30/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | SNPS | Synopsys, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 438.10 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | SAIC | Science Applications International Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 104.87 $ | -13.7% · S&P 500 +3.7% until sale 10/30/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | SBAC | SBA Communications Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 195.82 $ | -2.0% · S&P 500 +0.3% until sale 09/25/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | SNY | Sanofi - American Depositary Shares Stock | Sale | $1,001–$15,000 | 45.15 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | QLYS | Qualys, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 135.65 $ | -8.7% · S&P 500 +3.7% until sale 10/30/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | PYPL | PayPal Holdings, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 66.69 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | OGE | OGE Energy Corp Common Stock Stock | Sale | $1,001–$15,000 | 42.61 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | NVO | Novo Nordisk A/S Common Stock Stock | Purchase | $1,001–$15,000 | 52.38 $ | -7.8% · S&P 500 +3.7% until sale 10/30/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | NVS | Novartis AG Common Stock Stock | Purchase | $1,001–$15,000 | 123.93 $ | -4.0% · S&P 500 +3.7% until sale 10/30/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | NWG | NatWest Group plc American Depositary Shares, Stock | Sale | $1,001–$15,000 | 13.84 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 497.86 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | MAN | ManpowerGroup Common Stock Stock | Purchase | $1,001–$15,000 | 37.71 $ | -4.5% · S&P 500 +0.3% until sale 09/25/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | LI | Li Auto Inc. - American Depositary Shares Stock | Sale | $1,001–$15,000 | 24.35 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | KDP | Keurig Dr Pepper Inc. Stock | Sale | $1,001–$15,000 | 26.69 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | INTU | Intuit Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 653.18 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | HRL | Hormel Foods Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 24.16 $ | -4.0% · S&P 500 +0.3% until sale 09/25/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | HDB | HDFC Bank Limited Common Stock Stock | Purchase | $1,001–$15,000 | 34.31 $ | +4.2% · S&P 500 +3.7% until sale 10/30/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | HCA | HCA Healthcare, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 400.14 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | GPK | Graphic Packaging Holding Company Stock | Sale | $1,001–$15,000 | 20.36 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | IT | Gartner, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 241.12 $ | +3.0% · S&P 500 +3.7% until sale 10/30/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | FCN | FTI Consulting, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 166.75 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | FLO | Flowers Foods, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 13.35 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | EXPO | Exponent, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 69.69 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | DT | Dynatrace, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 49.08 $ | -1.0% · S&P 500 +0.3% until sale 09/25/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | DLB | Dolby Laboratories Common Stock Stock | Purchase | $1,001–$15,000 | 70.89 $ | -1.0% · S&P 500 +0.3% until sale 09/25/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | DEO | Diageo plc Common Stock Stock | Purchase | $1,001–$15,000 | 100.03 $ | -9.7% · S&P 500 +0.3% until sale 09/25/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | CNM | Core & Main, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 49.45 $ | +5.8% · S&P 500 +3.7% until sale 10/30/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | STZ | Constellation Brands, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 138.92 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | CON | Concentra Group Holdings Parent, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 22.00 $ | -7.2% · S&P 500 +0.3% until sale 09/25/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | CVLT | Commvault Systems, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 180.94 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | CL | Colgate-Palmolive Company Common Stock Stock | Sale | $1,001–$15,000 | 82.01 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | CTAS | Cintas Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 202.99 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | CARR | Carrier Global Corporation Common Stock Stock | Sale | $1,001–$15,000 | 61.36 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | BURL | Burlington Stores, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 279.26 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | BHP | BHP Group Limited American Depositary Shares Stock | Purchase | $1,001–$15,000 | 53.16 $ | +5.6% · S&P 500 +3.7% until sale 10/30/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | AAPL | Apple Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 229.38 $ | +18.0% · S&P 500 +3.7% until sale 10/30/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 229.95 $ | -5.9% · S&P 500 +1.0% until sale 10/14/2025 | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | ALGN | Align Technology, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 135.91 $ | – | spouse | 10/22/2025 | 41 days |
| 09/11/2025 | ACI | Albertsons Companies, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 17.96 $ | -32.7% · S&P 500 +17.5% open | spouse | 10/22/2025 | 41 days |
| 09/08/2025 | STX | Seagate Technology Holdings PLC - Ordinary Shares Stock | Purchase | $15,001–$50,000 | 187.69 $ | +342.3% · S&P 500 +19.1% open | spouse | 10/22/2025 | 44 days |
| 08/28/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Sale partial sale | $50,001–$100,000 | 236.10 $ | – | spouse | 09/12/2025 | 15 days |
| 08/19/2025 | HCA | HCA Healthcare, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 399.98 $ | +0.0% · S&P 500 +2.8% until sale 09/11/2025 | spouse | 09/12/2025 | 24 days |
| 08/19/2025 | ACIW | ACI Worldwide, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 47.03 $ | +0.4% · S&P 500 +6.5% until sale 10/30/2025 | spouse | 09/12/2025 | 24 days |
| 08/18/2025 | AMED | Amedisys Inc - Common Stock Stock | Sale | $1,001–$15,000 | 100.99 $ Price from 08/14/2025 | – | spouse | 09/12/2025 | 25 days |
| 08/13/2025 | YUM | Yum! Brands, Inc. Stock | Sale | $1,001–$15,000 | 142.05 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | WSO | Watsco, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 418.61 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 261.81 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | USFD | US Foods Holding Corp. Common Stock Stock | Sale | $1,001–$15,000 | 78.65 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 264.72 $ | +27.6% · S&P 500 +5.7% until sale 10/30/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | TYL | Tyler Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 580.30 $ | -4.5% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | TM | Toyota Motor Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 188.47 $ | +0.2% · S&P 500 +3.0% until sale 10/14/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | TTE | TotalEnergies SE Stock | Purchase | $1,001–$15,000 | 56.81 $ | +0.0% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | TTD | The Trade Desk, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 54.36 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | TXRH | Texas Roadhouse, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 172.28 $ | -4.2% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | TPL | Texas Pacific Land Corporation Common Stock Stock | Sale | $1,001–$15,000 | 292.30 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | SNPS | Synopsys, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 618.57 $ | -29.2% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | FUN | Six Flags Entertainment Corporation Common Stock New Stock | Sale | $1,001–$15,000 | 26.36 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 172.66 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | SAP | SAP SE ADS Stock | Sale | $1,001–$15,000 | 274.06 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | PFGC | Performance Food Group Company Common Stock Stock | Purchase | $1,001–$15,000 | 101.27 $ | -4.1% · S&P 500 +5.7% until sale 10/30/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | OGE | OGE Energy Corp Common Stock Stock | Purchase | $1,001–$15,000 | 44.01 $ | -3.2% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | NNN | NNN REIT, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 39.34 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | NWG | NatWest Group plc American Depositary Shares, Stock | Purchase | $1,001–$15,000 | 14.22 $ | -2.7% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | CART | Maplebear Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 45.11 $ | -6.0% · S&P 500 +2.3% until sale 09/25/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | LI | Li Auto Inc. - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 24.90 $ | -2.2% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | KRG | Kite Realty Group Trust Common Stock Stock | Purchase | $1,001–$15,000 | 20.74 $ | +2.1% · S&P 500 +5.7% until sale 10/30/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | JD | JD.com, Inc. - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 31.41 $ | +2.6% · S&P 500 +5.7% until sale 10/30/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | INTU | Intuit Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 703.80 $ | -7.2% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | IBKR | Interactive Brokers Group, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 63.20 $ | +9.4% · S&P 500 +3.0% until sale 10/14/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | INFY | Infosys Limited American Depositary Shares Stock | Sale | $1,001–$15,000 | 15.80 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | IBN | ICICI Bank Limited Common Stock Stock | Sale | $1,001–$15,000 | 32.39 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | GWRE | Guidewire Software, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 209.01 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | FCN | FTI Consulting, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 169.08 $ | -1.4% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | FCX | Freeport-McMoRan, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 42.29 $ | -17.3% · S&P 500 +2.3% until sale 09/25/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | FTNT | Fortinet, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 79.33 $ | +6.1% · S&P 500 +5.7% until sale 10/30/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | EXPO | Exponent, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 71.07 $ | -1.9% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | EQNR | Equinor ASA Stock | Sale | $1,001–$15,000 | 23.30 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | ELV | Elevance Health, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 288.37 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | DUOL | Duolingo, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 327.93 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | DPZ | Domino's Pizza Inc - Common Stock Stock | Purchase | $1,001–$15,000 | 442.45 $ | -29.6% · S&P 500 +19.8% open | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | DDOG | Datadog, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 128.71 $ | +22.0% · S&P 500 +5.7% until sale 10/30/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | CUBE | CubeSmart Common Shares Stock | Sale | $1,001–$15,000 | 37.40 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 87.56 $ | -5.1% · S&P 500 +2.3% until sale 09/25/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | CVLT | Commvault Systems, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 191.44 $ | -5.5% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | CL | Colgate-Palmolive Company Common Stock Stock | Purchase | $1,001–$15,000 | 84.23 $ | -2.6% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | BURL | Burlington Stores, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 287.33 $ | -2.8% · S&P 500 +2.0% until sale 09/11/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | BL | BlackLine, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 51.26 $ | +10.7% · S&P 500 +5.7% until sale 10/30/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | BILL | BILL Holdings, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 40.41 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | ANET | Arista Networks, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 138.01 $ | +0.6% · S&P 500 +3.0% until sale 10/14/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | APPF | AppFolio, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 268.72 $ | -12.3% · S&P 500 +5.7% until sale 10/30/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | LNT | Alliant Energy Corporation Stock | Sale | $1,001–$15,000 | 63.40 $ | – | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | AKAM | Akamai Technologies, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 75.44 $ | -2.0% · S&P 500 +5.7% until sale 10/30/2025 | spouse | 09/12/2025 | 30 days |
| 08/13/2025 | ADC | Agree Realty Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 69.28 $ | -2.0% · S&P 500 +2.3% until sale 09/25/2025 | spouse | 09/12/2025 | 30 days |
| 08/07/2025 | BBAI | BigBear.ai, Inc. Common Stock Stock | Purchase | $15,001–$50,000 | 6.61 $ | -56.6% · S&P 500 +22.2% open | spouse | 09/12/2025 | 36 days |
| 08/04/2025 | ZTS | Zoetis Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 148.95 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | XPO | XPO, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 119.49 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | WDAY | Workday, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 225.12 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | WHR | Whirlpool Corporation Common Stock Stock | Sale | $1,001–$15,000 | 80.20 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 265.59 $ | -1.4% · S&P 500 +2.2% until sale 08/13/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | UNM | Unum Group Common Stock Stock | Purchase | $1,001–$15,000 | 68.30 $ | +5.7% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 79.55 $ | +1.4% · S&P 500 +4.2% until sale 09/11/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | UNP | Union Pacific Corporation Common Stock Stock | Sale | $1,001–$15,000 | 217.13 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | UL | Unilever PLC Common Stock Stock | Sale | $1,001–$15,000 | 65.53 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | TXT | Textron Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 77.74 $ | +2.1% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | TXN | Texas Instruments Incorporated - Common Stock Stock | Sale | $1,001–$15,000 | 178.12 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | THC | Tenet Healthcare Corporation Common Stock Stock | Sale | $1,001–$15,000 | 161.07 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | SONY | Sony Group Corporation American Depositary Shares Stock | Purchase | $1,001–$15,000 | 23.82 $ | +16.2% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 184.60 $ | -6.5% · S&P 500 +2.2% until sale 08/13/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | SAP | SAP SE ADS Stock | Purchase | $1,001–$15,000 | 278.94 $ | -1.8% · S&P 500 +2.2% until sale 08/13/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | SNY | Sanofi - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 45.52 $ | -0.8% · S&P 500 +4.2% until sale 09/11/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | RHP | Ryman Hospitality Properties, Inc. Stock | Purchase | $1,001–$15,000 | 88.74 $ | -1.1% · S&P 500 +4.5% until sale 09/25/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | RGLD | Royal Gold, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 155.09 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | ROP | Roper Technologies, Inc. Stock | Sale | $1,001–$15,000 | 541.67 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | RS | Reliance, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 280.11 $ | -1.0% · S&P 500 +4.5% until sale 09/25/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | RRC | Range Resources Corporation Common Stock Stock | Sale | $1,001–$15,000 | 34.56 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | PECO | Phillips Edison & Company, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 32.55 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | PFE | Pfizer, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 21.99 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | PYPL | PayPal Holdings, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 67.43 $ | -1.1% · S&P 500 +4.2% until sale 09/11/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | PAYX | Paychex, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 133.55 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | OTIS | Otis Worldwide Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 83.71 $ | +8.8% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | ORLY | O'Reilly Automotive, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 101.37 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | NVO | Novo Nordisk A/S Common Stock Stock | Sale partial sale | $1,001–$15,000 | 46.56 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | NOVT | Novanta Inc. - Common Shares Stock | Sale | $1,001–$15,000 | 124.01 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | NOG | Northern Oil and Gas, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 23.28 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | NYT | New York Times Company Stock | Sale | $1,001–$15,000 | 53.12 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Stock | Sale | $1,001–$15,000 | 127.18 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | MORN | Morningstar, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 267.63 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | MKSI | MKS Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 93.50 $ | +48.5% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | MU | Micron Technology, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 107.60 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 77.28 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | MEDP | Medpace Holdings, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 432.43 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | MKC | McCormick & Company, Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 67.95 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | MGY | Magnolia Oil & Gas Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | 23.23 $ | -5.3% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | LAD | Lithia Motors, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 282.26 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | JNJ | Johnson & Johnson Common Stock Stock | Purchase | $1,001–$15,000 | 166.85 $ | +11.3% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | INFY | Infosys Limited American Depositary Shares Stock | Purchase | $1,001–$15,000 | 15.89 $ | -0.6% · S&P 500 +2.2% until sale 08/13/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | IEX | IDEX Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 155.93 $ | +8.1% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | HWM | Howmet Aerospace Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 180.75 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | HON | Honeywell International Inc. Stock | Sale | $1,001–$15,000 | 213.58 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | HIMS | Hims & Hers Health, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 63.35 $ | -56.6% · S&P 500 +22.4% open | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | DOC | Healthpeak Properties, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 15.79 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | HDB | HDFC Bank Limited Common Stock Stock | Sale | $1,001–$15,000 | 36.70 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | GWRE | Guidewire Software, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 226.19 $ | -7.6% · S&P 500 +2.2% until sale 08/13/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | GSK | GSK plc American Depositary Shares Stock | Purchase | $1,001–$15,000 | 36.32 $ | +25.9% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | GPI | Group 1 Automotive, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 405.08 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | GGG | Graco Inc. Common Stock Stock | Sale | $1,001–$15,000 | 81.93 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | GS | Goldman Sachs Group, Inc. Stock | Sale partial sale | $1,001–$15,000 | 711.70 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | FCPT | Four Corners Property Trust, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 24.06 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | FLO | Flowers Foods, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 14.81 $ | -9.8% · S&P 500 +4.2% until sale 09/11/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | FLEX | Flex Ltd. - Ordinary Shares Stock | Purchase | $1,001–$15,000 | 50.94 $ | +17.0% · S&P 500 +5.2% until sale 10/14/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | FR | First Industrial Realty Trust, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 46.59 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | EQNR | Equinor ASA Stock | Purchase | $1,001–$15,000 | 23.89 $ | -2.5% · S&P 500 +2.2% until sale 08/13/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | EPAM | EPAM Systems, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 153.30 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | ENTG | Entegris, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 73.43 $ | +18.9% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | EMN | Eastman Chemical Company Common Stock Stock | Sale | $1,001–$15,000 | 57.90 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | – | Duolingo, Inc. - Class A Common | Purchase | $1,001–$15,000 | – | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | DBX | Dropbox, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 26.68 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | DLB | Dolby Laboratories Common Stock Stock | Sale | $1,001–$15,000 | 70.83 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | DOCU | DocuSign, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 75.38 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | DEO | Diageo plc Common Stock Stock | Sale | $1,001–$15,000 | 94.71 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | CUBE | CubeSmart Common Shares Stock | Purchase | $1,001–$15,000 | 37.57 $ | -0.5% · S&P 500 +2.2% until sale 08/13/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 113.72 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | CAG | ConAgra Brands, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 17.32 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | CNH | CNH Industrial N.V. Common Shares Stock | Sale | $1,001–$15,000 | 12.41 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | CSCO | Cisco Systems, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 67.10 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | CHD | Church & Dwight Company, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 90.32 $ | -5.9% · S&P 500 +4.5% until sale 09/25/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | CARR | Carrier Global Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 65.53 $ | -6.4% · S&P 500 +4.2% until sale 09/11/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | CSL | Carlisle Companies Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 353.78 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | BRO | Brown & Brown, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 91.88 $ | -13.1% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | BTI | British American Tobacco Industries, p.l.c. Common Stock ADR Stock | Purchase | $1,001–$15,000 | 52.53 $ | -5.8% · S&P 500 +4.5% until sale 09/25/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 106.79 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | BCC | Boise Cascade, L.L.C. Common Stock Stock | Purchase | $1,001–$15,000 | 81.78 $ | -7.1% · S&P 500 +4.5% until sale 09/25/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | BHP | BHP Group Limited American Depositary Shares Stock | Sale | $1,001–$15,000 | 49.55 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | BHLB | Berkshire Hills Bancorp, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 24.37 $ | +8.7% · S&P 500 +2.8% as of 09/04/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | BAX | Baxter International Inc. Common Stock Stock | Sale | $1,001–$15,000 | 22.25 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | AVB | AvalonBay Communities, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 62.92 $ | -3.5% · S&P 500 +8.0% until sale 10/30/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | MT | Arcelor Mittal NY Registry Shares NEW Stock | Sale | $1,001–$15,000 | 30.04 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | BUD | Anheuser-Busch Inbev SA Sponsored ADR Stock | Sale | $1,001–$15,000 | 57.23 $ | – | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | LNT | Alliant Energy Corporation Stock | Purchase | $1,001–$15,000 | 64.34 $ | -1.5% · S&P 500 +2.2% until sale 08/13/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | ALGN | Align Technology, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 137.77 $ | -1.4% · S&P 500 +4.2% until sale 09/11/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | APD | Air Products and Chemicals, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 280.02 $ | -7.5% · S&P 500 +4.5% until sale 09/25/2025 | spouse | 09/12/2025 | 39 days |
| 08/04/2025 | ALV | Autoliv, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 107.92 $ | – | spouse | 08/13/2025 | 9 days |
| 08/04/2025 | AJG | Arthur J. Gallagher & Co. Common Stock Stock | Sale | $1,001–$15,000 | 281.44 $ | – | spouse | 08/13/2025 | 9 days |
| 08/04/2025 | AMAT | Applied Materials, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 181.49 $ | – | spouse | 08/13/2025 | 9 days |
| 08/04/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 211.65 $ | – | spouse | 08/13/2025 | 9 days |
| 07/22/2025 | ZTS | Zoetis Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 148.34 $ | +0.4% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | XPO | XPO, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 133.07 $ | -10.2% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | WHR | Whirlpool Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 93.15 $ | -13.9% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | WAL | Western Alliance Bancorporation Common Stock Stock | Sale | $1,001–$15,000 | 80.43 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | WST | West Pharmaceutical Services, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 218.04 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | WDFC | WD-40 Company - Common Stock Stock | Sale | $1,001–$15,000 | 213.66 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | WAT | Waters Corporation Common Stock Stock | Sale | $1,001–$15,000 | 287.46 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | UNP | Union Pacific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 224.15 $ | -3.1% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | UL | Unilever PLC Common Stock Stock | Purchase | $1,001–$15,000 | 65.72 $ | -0.3% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | TMO | Thermo Fisher Scientific Inc Common Stock Stock | Purchase | $1,001–$15,000 | 426.07 $ | +30.2% · S&P 500 +8.4% until sale 10/30/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | TPL | Texas Pacific Land Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 310.52 $ | -5.9% · S&P 500 +2.5% until sale 08/13/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | TFX | Teleflex Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 113.90 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | TRGP | Targa Resources, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 158.16 $ | +83.5% · S&P 500 +22.9% open | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | SBUX | Starbucks Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 94.45 $ | +4.5% · S&P 500 +22.9% open | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | SLB | Schlumberger N.V. Common Stock Stock | Sale | $1,001–$15,000 | 33.44 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | SAP | SAP SE ADS Stock | Sale | $1,001–$15,000 | 301.06 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | SNY | Sanofi - American Depositary Shares Stock | Sale | $1,001–$15,000 | 46.19 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | RGLD | Royal Gold, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 156.74 $ | -1.1% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | ROP | Roper Technologies, Inc. Stock | Purchase | $1,001–$15,000 | 558.93 $ | -3.1% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | RVTY | Revvity, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 95.86 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | RGEN | Repligen Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 114.12 $ | +26.7% · S&P 500 +8.4% until sale 10/30/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | RRC | Range Resources Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 35.29 $ | -2.1% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | NVS | Novartis AG Common Stock Stock | Sale partial sale | $1,001–$15,000 | 113.38 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | NOVT | Novanta Inc. - Common Shares Stock | Purchase | $1,001–$15,000 | 124.10 $ | -0.1% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | NYT | New York Times Company Stock | Purchase | $1,001–$15,000 | 52.83 $ | +0.6% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Stock | Purchase | $1,001–$15,000 | 136.17 $ | -6.6% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | MORN | Morningstar, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 274.20 $ | -2.4% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | MU | Micron Technology, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 109.05 $ | -1.3% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 702.51 $ | -5.4% · S&P 500 +8.4% until sale 10/30/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | MMSI | Merit Medical Systems, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 84.47 $ | -5.2% · S&P 500 +4.9% until sale 09/25/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | MEDP | Medpace Holdings, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 477.73 $ | -9.5% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | MKC | McCormick & Company, Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 70.24 $ | -3.3% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | LULU | lululemon athletica inc. - Common Stock Stock | Sale | $1,001–$15,000 | 223.93 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | LAD | Lithia Motors, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 312.02 $ | -9.5% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | KMI | Kinder Morgan, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 25.66 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | HRL | Hormel Foods Corporation Common Stock Stock | Sale | $1,001–$15,000 | 27.99 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | HDB | HDFC Bank Limited Common Stock Stock | Purchase | $1,001–$15,000 | 37.44 $ | -2.0% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | GPI | Group 1 Automotive, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 412.25 $ | -1.7% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | IT | Gartner, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 356.52 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | FI | Fiserv, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 165.98 $ | -61.6% · S&P 500 +8.7% as of 11/10/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | XOM | Exxon Mobil Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 105.19 $ | +6.6% · S&P 500 +8.4% until sale 10/30/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | EPAM | EPAM Systems, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 168.73 $ | -9.1% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | EHC | Encompass Health Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 107.62 $ | +7.9% · S&P 500 +8.4% until sale 10/30/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | DBX | Dropbox, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 27.88 $ | -4.3% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | DRI | Darden Restaurants, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 202.83 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | DHR | Danaher Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 188.52 $ | -4.4% · S&P 500 +4.9% until sale 09/25/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | CW | Curtiss-Wright Corporation Common Stock Stock | Sale | $1,001–$15,000 | 473.73 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | CAG | ConAgra Brands, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 17.65 $ | -1.9% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | CNH | CNH Industrial N.V. Common Shares Stock | Purchase | $1,001–$15,000 | 12.94 $ | -4.1% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | CSCO | Cisco Systems, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 66.78 $ | +0.5% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | BHP | BHP Group Limited American Depositary Shares Stock | Purchase | $1,001–$15,000 | 52.84 $ | -6.2% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | BAX | Baxter International Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 27.28 $ | -18.4% · S&P 500 +0.4% until sale 08/04/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | ALV | Autoliv, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 110.53 $ | +9.6% · S&P 500 +22.9% open | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | AZN | AstraZeneca PLC - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 138.53 $ | +17.6% · S&P 500 +8.4% until sale 10/30/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Sale partial sale | $1,001–$15,000 | 699.09 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | AMAT | Applied Materials, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 185.78 $ | +145.7% · S&P 500 +22.9% open | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 213.55 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | AR | Antero Resources Corporation Common Stock Stock | Sale | $1,001–$15,000 | 33.18 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 227.47 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Purchase | $1,001–$15,000 | 119.61 $ | +44.1% · S&P 500 +8.4% until sale 10/30/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | ACI | Albertsons Companies, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 19.59 $ | – | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | ABBV | AbbVie Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 181.48 $ | +22.8% · S&P 500 +8.4% until sale 10/30/2025 | spouse | 08/13/2025 | 22 days |
| 07/22/2025 | ABBV | AbbVie Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 181.48 $ | – | spouse | 08/13/2025 | 22 days |
| 07/16/2025 | WAL | Western Alliance Bancorporation Common Stock Stock | Purchase | $1,001–$15,000 | 80.73 $ | -0.4% · S&P 500 +0.7% until sale 07/22/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | WDFC | WD-40 Company - Common Stock Stock | Purchase | $1,001–$15,000 | 220.19 $ | -3.0% · S&P 500 +0.7% until sale 07/22/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | WAT | Waters Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 289.56 $ | -0.7% · S&P 500 +0.7% until sale 07/22/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | WRB | W.R. Berkley Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 66.14 $ | +5.4% · S&P 500 +9.2% until sale 10/30/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | WPC | W. P. Carey Inc. REIT Stock | Sale | $1,001–$15,000 | 58.50 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 93.22 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | TFX | Teleflex Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 112.04 $ | +1.7% · S&P 500 +0.7% until sale 07/22/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | FUN | Six Flags Entertainment Corporation Common Stock New Stock | Purchase | $1,001–$15,000 | 28.04 $ | -6.0% · S&P 500 +3.3% until sale 08/13/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | SCI | Service Corporation International Common Stock Stock | Sale | $1,001–$15,000 | 79.00 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | SLB | Schlumberger N.V. Common Stock Stock | Purchase | $1,001–$15,000 | 33.67 $ | -0.7% · S&P 500 +0.7% until sale 07/22/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | SAP | SAP SE ADS Stock | Purchase | $1,001–$15,000 | 300.79 $ | +0.1% · S&P 500 +0.7% until sale 07/22/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | CRM | Salesforce, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 255.79 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | CRM | Salesforce, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 255.79 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | PGR | Progressive Corporation Stock | Sale | $1,001–$15,000 | 231.42 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | PRGS | Progress Software Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 48.51 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | PECO | Phillips Edison & Company, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 33.59 $ | -3.1% · S&P 500 +1.1% until sale 08/04/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | PFE | Pfizer, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 22.61 $ | -2.7% · S&P 500 +1.1% until sale 08/04/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | PDD | PDD Holdings Inc. - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 105.13 $ | +29.4% · S&P 500 +9.2% until sale 10/30/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | PAYX | Paychex, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 135.22 $ | -1.2% · S&P 500 +1.1% until sale 08/04/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | PANW | Palo Alto Networks, Inc. Stock | Sale | $1,001–$15,000 | 192.59 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | NOV | NOV Inc. Common Stock Stock | Sale | $1,001–$15,000 | 12.42 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | NOG | Northern Oil and Gas, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 24.97 $ | -6.8% · S&P 500 +1.1% until sale 08/04/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | NICE | NICE Ltd - American Depositary Shares each representing one Ordinary Share Stock | Sale | $1,001–$15,000 | 151.71 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | NEM | Newmont Corporation Stock | Sale partial sale | $1,001–$15,000 | 57.84 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | MUFG | Mitsubishi UFJ Financial Group, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 12.99 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 501.61 $ | +4.2% · S&P 500 +9.2% until sale 10/30/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 700.61 $ | -5.1% · S&P 500 +9.2% until sale 10/30/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | LULU | lululemon athletica inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 226.11 $ | -1.0% · S&P 500 +0.7% until sale 07/22/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | LIN | Linde plc - Ordinary Shares Stock | Sale | $1,001–$15,000 | 453.56 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | LSTR | Landstar System, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 131.86 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | KMB | Kimberly-Clark Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 121.67 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | JKHY | Jack Henry & Associates, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 174.85 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 512.64 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | IBM | International Business Machines Corporation Common Stock Stock | Sale | $1,001–$15,000 | 274.89 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | HRL | Hormel Foods Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 28.42 $ | -1.5% · S&P 500 +0.7% until sale 07/22/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | HD | Home Depot, Inc. Stock | Sale | $1,001–$15,000 | 348.14 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | GIS | General Mills, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 47.16 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | IT | Gartner, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 363.58 $ | -1.9% · S&P 500 +0.7% until sale 07/22/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | FCPT | Four Corners Property Trust, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 24.69 $ | -2.5% · S&P 500 +1.1% until sale 08/04/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | EG | Everest Group, Ltd. Common Stock Stock | Sale | $1,001–$15,000 | 323.91 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | EQH | Equitable Holdings, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 50.10 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale | $1,001–$15,000 | 784.25 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | FANG | Diamondback Energy, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 133.04 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | DE | Deere & Company Common Stock Stock | Sale | $1,001–$15,000 | 501.45 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | DRI | Darden Restaurants, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 201.85 $ | +0.5% · S&P 500 +0.7% until sale 07/22/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 117.61 $ | -3.3% · S&P 500 +1.1% until sale 08/04/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | CUZ | Cousins Properties Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 27.37 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | CDP | COPT Defense Properties Common Shares of Beneficial Interest Stock | Sale | $1,001–$15,000 | 26.96 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock Stock | Sale | $1,001–$15,000 | 73.28 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | SCHW | Charles Schwab Corporation Stock | Sale | $1,001–$15,000 | 90.12 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | BLK | BlackRock, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 1,060.03 $ | +10.9% · S&P 500 +6.4% until sale 10/14/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Purchase | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | ADP | Automatic Data Processing, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 292.15 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | BUD | Anheuser-Busch Inbev SA Sponsored ADR Stock | Purchase | $1,001–$15,000 | 66.60 $ | -14.1% · S&P 500 +1.1% until sale 08/04/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | ALEX | Alexander & Baldwin, Inc. Common Stock REIT Holding Company Stock | Purchase | $1,001–$15,000 | 17.16 $ | -4.4% · S&P 500 +9.2% until sale 10/30/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | ACI | Albertsons Companies, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 19.55 $ | +0.2% · S&P 500 +0.7% until sale 07/22/2025 | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | A | Agilent Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 112.53 $ | – | spouse | 08/13/2025 | 28 days |
| 07/16/2025 | WMS | Advanced Drainage Systems, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 110.35 $ | – | spouse | 08/13/2025 | 28 days |
| 07/10/2025 | WMB | Williams Companies, Inc. Stock | Sale | $1,001–$15,000 | 56.00 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | WPC | W. P. Carey Inc. REIT Stock | Purchase | $1,001–$15,000 | 59.18 $ | -1.1% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | VNOM | Viper Energy, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 35.13 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | VZ | Verizon Communications Inc. Common Stock Stock | Sale | $1,001–$15,000 | 39.34 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | USFD | US Foods Holding Corp. Common Stock Stock | Purchase | $1,001–$15,000 | 80.25 $ | -2.0% · S&P 500 +3.0% until sale 08/13/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 309.87 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | SFM | Sprouts Farmers Market, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 158.72 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | SE | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share Stock | Sale | $1,001–$15,000 | 149.40 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 379.77 $ | +19.4% · S&P 500 +8.9% until sale 10/30/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | PGR | Progressive Corporation Stock | Purchase | $1,001–$15,000 | 234.17 $ | -1.2% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | PRGS | Progress Software Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 50.64 $ | -4.2% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | PG | Procter & Gamble Company Stock | Sale | $1,001–$15,000 | 152.92 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | PM | Philip Morris International Inc Common Stock Stock | Sale | $1,001–$15,000 | 174.66 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | PEN | Penumbra, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 243.87 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | PANW | Palo Alto Networks, Inc. Stock | Purchase | $1,001–$15,000 | 192.07 $ | +0.3% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | OKTA | Okta, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 94.41 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | NVO | Novo Nordisk A/S Common Stock Stock | Sale partial sale | $1,001–$15,000 | 67.73 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | NGG | National Grid Transco, PLC National Grid PLC Stock | Sale | $1,001–$15,000 | 67.87 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | MNST | Monster Beverage Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 59.17 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | KMI | Kinder Morgan, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 26.44 $ | -3.0% · S&P 500 +0.5% until sale 07/22/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | KMB | Kimberly-Clark Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 125.79 $ | -3.3% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | JKHY | Jack Henry & Associates, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 176.88 $ | -1.1% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 526.05 $ | -2.5% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | INGR | Ingredion Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 132.29 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | HD | Home Depot, Inc. Stock | Purchase | $1,001–$15,000 | 363.63 $ | -4.3% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | HLN | Haleon plc American Depositary Shares Stock | Sale | $1,001–$15,000 | 9.92 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | GMED | Globus Medical, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 57.80 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | GL | Globe Life Inc. Common Stock Stock | Sale | $1,001–$15,000 | 118.17 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | GIS | General Mills, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 48.35 $ | -2.5% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | FTV | Fortive Corporation Common Stock Stock | Sale | $1,001–$15,000 | 52.77 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | ELS | Equity Lifestyle Properties, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 59.73 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | EIG | Employers Holdings Inc Common Stock Stock | Sale | $1,001–$15,000 | 44.73 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | LLY | Eli Lilly and Company Common Stock Stock | Purchase | $1,001–$15,000 | 785.10 $ | -0.1% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | ELV | Elevance Health, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 338.74 $ | -14.9% · S&P 500 +3.0% until sale 08/13/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | EC | Ecopetrol S.A. American Depositary Shares Stock | Sale | $1,001–$15,000 | 8.57 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | DT | Dynatrace, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 52.79 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | CW | Curtiss-Wright Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 473.74 $ | 0.0% · S&P 500 +0.5% until sale 07/22/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | CUZ | Cousins Properties Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 27.64 $ | -1.0% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | COST | Costco Wholesale Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 963.21 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 75.14 $ | -2.5% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | KO | Coca-Cola Company Stock | Sale | $1,001–$15,000 | 67.85 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | SCHW | Charles Schwab Corporation Stock | Purchase | $1,001–$15,000 | 91.87 $ | -1.9% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | BR | Broadridge Financial Solutions, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 233.78 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | BJ | BJ's Wholesale Club Holdings, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 106.70 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | ADP | Automatic Data Processing, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 297.55 $ | -1.8% · S&P 500 -0.3% until sale 07/16/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | ADSK | Autodesk, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 286.11 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | T | AT&T Inc. Stock | Sale | $1,001–$15,000 | 26.38 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | AR | Antero Resources Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 35.85 $ | -7.4% · S&P 500 +0.5% until sale 07/22/2025 | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | AIG | American International Group, Inc. New Common Stock Stock | Sale | $1,001–$15,000 | 80.54 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | ADBE | Adobe Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 371.43 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | ACN | Accenture plc Class A Ordinary Shares Stock | Sale | $1,001–$15,000 | 279.08 $ | – | spouse | 08/13/2025 | 34 days |
| 07/10/2025 | ABT | Abbott Laboratories Common Stock Stock | Sale | $1,001–$15,000 | 130.00 $ | – | spouse | 08/13/2025 | 34 days |
| 06/24/2025 | YUM | Yum! Brands, Inc. Stock | Purchase | $1,001–$15,000 | 140.00 $ | +1.5% · S&P 500 +6.3% until sale 08/13/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | WM | Waste Management, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 230.45 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | VNOM | Viper Energy, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 36.52 $ | -3.8% · S&P 500 +3.1% until sale 07/10/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | VZ | Verizon Communications Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 39.27 $ | +0.2% · S&P 500 +3.1% until sale 07/10/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | VRSN | VeriSign, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 281.54 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | VALE | VALE S.A. American Depositary Shares Each Representing one common share Stock | Purchase | $1,001–$15,000 | 8.46 $ | +35.7% · S&P 500 +12.7% until sale 10/31/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 297.65 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | TCOM | Trip.com Group Limited - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 58.89 $ | +19.8% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | TM | Toyota Motor Corporation Common Stock Stock | Sale | $1,001–$15,000 | 166.34 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | TTE | TotalEnergies SE Stock | Sale | $1,001–$15,000 | 55.91 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | SJM | The J.M. Smucker Company Common Stock Stock | Purchase | $1,001–$15,000 | 93.29 $ | +6.4% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | TXRH | Texas Roadhouse, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 185.67 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | SBUX | Starbucks Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 89.15 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | SONY | Sony Group Corporation American Depositary Shares Stock | Sale | $1,001–$15,000 | 24.04 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | SGI | Somnigroup International Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 66.67 $ | +18.9% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | SCI | Service Corporation International Common Stock Stock | Purchase | $1,001–$15,000 | 78.23 $ | +1.0% · S&P 500 +2.9% until sale 07/16/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | ROST | Ross Stores, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 127.18 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | RIO | Rio Tinto Plc Common Stock Stock | Purchase | $1,001–$15,000 | 54.32 $ | +29.3% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | RS | Reliance, Inc. Common Stock | Sale | $1,001–$15,000 | 303.96 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | RBA | RB Global, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 104.41 $ | -4.6% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | PG | Procter & Gamble Company Stock | Purchase | $1,001–$15,000 | 154.72 $ | -1.2% · S&P 500 +3.1% until sale 07/10/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | PM | Philip Morris International Inc Common Stock Stock | Purchase | $1,001–$15,000 | 176.71 $ | -1.2% · S&P 500 +3.1% until sale 07/10/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | PEP | Pepsico, Inc. Stock | Purchase | $1,001–$15,000 | 126.06 $ | +13.7% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | OVV | Ovintiv Inc. Stock | Purchase | $1,001–$15,000 | 37.70 $ | +68.9% · S&P 500 +27.4% open | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | NOV | NOV Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 12.77 $ | -2.8% · S&P 500 +2.9% until sale 07/16/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | NOC | Northrop Grumman Corporation Common Stock Stock | Sale | $1,001–$15,000 | 476.53 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | NWG | NatWest Group plc American Depositary Shares, Stock | Sale | $1,001–$15,000 | 13.19 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | NGG | National Grid Transco, PLC National Grid PLC Stock | Purchase | $1,001–$15,000 | 70.37 $ | -3.5% · S&P 500 +3.1% until sale 07/10/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 77.72 $ | -0.6% · S&P 500 +4.0% until sale 08/04/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | MCD | McDonald's Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 284.58 $ | +4.3% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | MA | Mastercard Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 553.33 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | MGY | Magnolia Oil & Gas Corporation Class A Common Stock Stock | Sale | $1,001–$15,000 | 22.62 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | LYB | LyondellBasell Industries NV Ordinary Shares Class A Stock | Sale | $1,001–$15,000 | 54.15 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | LIN | Linde plc - Ordinary Shares Stock | Purchase | $1,001–$15,000 | 457.01 $ | -0.8% · S&P 500 +2.9% until sale 07/16/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | JNJ | Johnson & Johnson Common Stock Stock | Sale | $1,001–$15,000 | 148.46 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | JD | JD.com, Inc. - American Depositary Shares Stock | Sale | $1,001–$15,000 | 31.48 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | INTU | Intuit Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 749.58 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | IBKR | Interactive Brokers Group, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 51.40 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | INGR | Ingredion Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 132.62 $ | -0.2% · S&P 500 +3.1% until sale 07/10/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | ING | ING Group, N.V. Common Stock Stock | Purchase | $1,001–$15,000 | 20.23 $ | +21.3% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | INFY | Infosys Limited American Depositary Shares Stock | Sale | $1,001–$15,000 | 17.65 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | IBN | ICICI Bank Limited Common Stock Stock | Purchase | $1,001–$15,000 | 32.38 $ | +0.0% · S&P 500 +6.3% until sale 08/13/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | HUM | Humana Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 234.53 $ | +20.5% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | HMC | Honda Motor Company, Ltd. Common Stock Stock | Purchase | $1,001–$15,000 | 27.56 $ | +9.8% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | HAL | Halliburton Company Common Stock Stock | Sale | $1,001–$15,000 | 20.22 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | HLN | Haleon plc American Depositary Shares Stock | Purchase | $1,001–$15,000 | 10.29 $ | -3.6% · S&P 500 +3.1% until sale 07/10/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | GWRE | Guidewire Software, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 237.45 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | GSK | GSK plc American Depositary Shares Stock | Sale | $1,001–$15,000 | 37.28 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | GFI | Gold Fields Limited American Depositary Shares Stock | Sale | $1,001–$15,000 | 22.92 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | GMED | Globus Medical, Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 58.66 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | GIS | General Mills, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 49.68 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | XOM | Exxon Mobil Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 104.99 $ | +6.8% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | EQNR | Equinor ASA Stock | Sale | $1,001–$15,000 | 23.83 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | ELV | Elevance Health, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 368.68 $ | -21.8% · S&P 500 +6.3% until sale 08/13/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | EBAY | eBay Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 73.41 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | DT | Dynatrace, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 55.76 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | DUOL | Duolingo, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 422.79 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | DOW | Dow Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 26.16 $ | +11.0% · S&P 500 +27.4% open | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | DLB | Dolby Laboratories Common Stock Stock | Purchase | $1,001–$15,000 | 72.57 $ | -2.4% · S&P 500 +4.0% until sale 08/04/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | DEO | Diageo plc Common Stock Stock | Purchase | $1,001–$15,000 | 97.63 $ | -3.0% · S&P 500 +4.0% until sale 08/04/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | DE | Deere & Company Common Stock Stock | Purchase | $1,001–$15,000 | 506.14 $ | -0.9% · S&P 500 +2.9% until sale 07/16/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | CMI | Cummins Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 318.75 $ | +36.0% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | CRGY | Crescent Energy Company Class A Common Stock Stock | Sale | $1,001–$15,000 | 8.38 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | COP | ConocoPhillips Common Stock Stock | Purchase | $1,001–$15,000 | 86.52 $ | -0.6% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | CL | Colgate-Palmolive Company Common Stock Stock | Sale | $1,001–$15,000 | 85.52 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | KO | Coca-Cola Company Stock | Purchase | $1,001–$15,000 | 68.28 $ | -0.6% · S&P 500 +3.1% until sale 07/10/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | CNH | CNH Industrial N.V. Common Shares Stock | Sale partial sale | $1,001–$15,000 | 12.76 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | CLX | Clorox Company Stock | Purchase | $1,001–$15,000 | 116.76 $ | -5.9% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | CHD | Church & Dwight Company, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 94.78 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | CHRD | Chord Energy Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 94.06 $ | -7.2% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | CVX | Chevron Corporation Common Stock Stock | Sale | $1,001–$15,000 | 137.78 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | CHE | Chemed Corp Stock | Purchase | $1,001–$15,000 | 554.33 $ | -6.9% · S&P 500 +27.4% open | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | CHX | ChampionX Corporation Stock | Sale | $1,001–$15,000 | 24.57 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | BTI | British American Tobacco Industries, p.l.c. Common Stock ADR Stock | Sale | $1,001–$15,000 | 45.15 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | BP | BP p.l.c. Common Stock Stock | Purchase | $1,001–$15,000 | 28.31 $ | +18.2% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | BDX | Becton, Dickinson and Company Common Stock Stock | Sale | $1,001–$15,000 | 131.65 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | MT | Arcelor Mittal NY Registry Shares NEW Stock | Purchase | $1,001–$15,000 | 30.62 $ | -1.9% · S&P 500 +4.0% until sale 08/04/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | ATR | AptarGroup, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 151.15 $ | -17.4% · S&P 500 +27.4% open | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | AMGN | Amgen Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 269.39 $ | -1.5% · S&P 500 +8.8% until sale 09/25/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | GOOGL | Alphabet Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 166.30 $ | +68.9% · S&P 500 +12.3% until sale 10/30/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | AGCO | AGCO Corporation Common Stock Stock | Sale | $1,001–$15,000 | 101.12 $ | – | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | ACN | Accenture plc Class A Ordinary Shares Stock | Purchase | $1,001–$15,000 | 289.60 $ | -3.6% · S&P 500 +3.1% until sale 07/10/2025 | spouse | 08/13/2025 | 50 days |
| 06/24/2025 | ABT | Abbott Laboratories Common Stock Stock | Purchase | $1,001–$15,000 | 134.36 $ | -3.2% · S&P 500 +3.1% until sale 07/10/2025 | spouse | 08/13/2025 | 50 days |
| 06/23/2025 | ADBE | Adobe Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 380.12 $ | -2.3% · S&P 500 +4.3% until sale 07/10/2025 | spouse | 08/13/2025 | 51 days |
| 06/20/2025 | X | United States Steel Corporation Common Stock Stock | Sale | $1,001–$15,000 | 54.84 $ | – | spouse | 08/13/2025 | 54 days |
| 06/17/2025 | WSFS | WSFS Financial Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 50.34 $ | +4.1% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | WDAY | Workday, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 242.70 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | WST | West Pharmaceutical Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 217.20 $ | +0.4% · S&P 500 +5.6% until sale 07/22/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | WSO | Watsco, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 407.99 $ | +2.6% · S&P 500 +8.2% until sale 08/13/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | WM | Waste Management, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 230.60 $ | -0.1% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | WMT | Walmart Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 93.47 $ | +8.7% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | VOYA | Voya Financial, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 64.90 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | VST | Vistra Corp. Common Stock Stock | Purchase | $1,001–$15,000 | 176.60 $ | +7.0% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | VRSN | VeriSign, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 280.48 $ | +0.4% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | VRE | Veris Residential, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 14.58 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | UE | Urban Edge Properties Common Shares of Beneficial Interest Stock | Purchase | $1,001–$15,000 | 17.69 $ | +6.3% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | UNM | Unum Group Common Stock Stock | Sale | $1,001–$15,000 | 75.58 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 300.81 $ | -1.1% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 93.26 $ | 0.0% · S&P 500 +4.8% until sale 07/16/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | UL | Unilever PLC Common Stock Stock | Sale partial sale | $1,001–$15,000 | 67.75 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TRN | Trinity Industries, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 24.57 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TNL | Travel Leisure Co. Common Stock Stock | Sale | $1,001–$15,000 | 47.16 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TM | Toyota Motor Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 168.64 $ | -1.4% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TTE | TotalEnergies SE Stock | Purchase | $1,001–$15,000 | 58.26 $ | -4.0% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TMUS | T-Mobile US, Inc. Stock | Purchase | $1,001–$15,000 | 217.33 $ | -4.5% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TKR | Timken Company Stock | Sale | $1,001–$15,000 | 69.36 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | MIDD | The Middleby Corporation - Common Stock Stock | Sale | $1,001–$15,000 | 140.93 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BK | The Bank of New York Mellon Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 88.11 $ | +21.5% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TXRH | Texas Roadhouse, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 191.34 $ | -3.0% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TXN | Texas Instruments Incorporated - Common Stock Stock | Purchase | $1,001–$15,000 | 191.32 $ | -6.9% · S&P 500 +5.9% until sale 08/04/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 316.35 $ | +39.1% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TER | Teradyne, Inc. Stock | Purchase | $1,001–$15,000 | 86.21 $ | +104.9% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TMHC | Taylor Morrison Home Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 57.23 $ | +3.3% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Purchase | $1,001–$15,000 | 211.95 $ | +42.1% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SF | Stifel Financial Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 62.88 $ | +23.2% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | STWD | STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. Stock | Sale | $1,001–$15,000 | 17.41 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SBUX | Starbucks Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 89.24 $ | +10.7% · S&P 500 +29.7% open | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SR | Spire Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 69.40 $ | +22.4% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SBSI | Southside Bancshares, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 26.43 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SONY | Sony Group Corporation American Depositary Shares Stock | Purchase | $1,001–$15,000 | 24.68 $ | -2.6% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SNN | Smith & Nephew SNATS, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 27.97 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SHW | Sherwin-Williams Company Stock | Purchase | $1,001–$15,000 | 327.97 $ | +5.3% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 200.98 $ | -14.1% · S&P 500 +8.2% until sale 08/13/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SIGI | Selective Insurance Group, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 83.28 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SEE | Sealed Air Corporation Common Stock Stock | Sale | $1,001–$15,000 | 30.43 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SBCF | Seacoast Banking Corporation of Florida - Common Stock Stock | Purchase | $1,001–$15,000 | 24.04 $ | +24.5% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SE | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share Stock | Purchase | $1,001–$15,000 | 157.27 $ | -5.0% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SNY | Sanofi - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 45.69 $ | +1.1% · S&P 500 +5.6% until sale 07/22/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CRM | Salesforce, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 260.14 $ | -1.7% · S&P 500 +4.8% until sale 07/16/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ROST | Ross Stores, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 127.89 $ | -0.6% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ROIV | Roivant Sciences Ltd. - Common Shares Stock | Purchase | $1,001–$15,000 | 11.11 $ | +76.2% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | RLI | RLI Corp. Common Stock Stock | Sale | $1,001–$15,000 | 71.16 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | RVTY | Revvity, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 93.83 $ | +32.5% · S&P 500 +29.7% open | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | RGEN | Repligen Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 121.01 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | RS | Reliance, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 304.79 $ | -0.3% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | RF | Regions Financial Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 20.71 $ | +13.5% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | PSTG | Pure Storage, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 52.37 $ | +85.2% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | PFG | Principal Financial Group Inc Stock | Purchase | $1,001–$15,000 | 73.11 $ | +10.2% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | PII | Polaris Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 38.37 $ | +70.0% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | – | Patrick Industries, Inc. - Common | Sale | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | PK | Park Hotels & Resorts Inc. Common Stock Stock | Sale | $1,001–$15,000 | 9.12 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 138.20 $ | +40.8% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ORCL | Oracle Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 205.40 $ | +23.9% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | OKTA | Okta, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 98.67 $ | -4.3% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 143.93 $ | +40.8% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NVS | Novartis AG Common Stock Stock | Purchase | $1,001–$15,000 | 112.97 $ | +5.3% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NCLH | Norwegian Cruise Line Holdings Ltd. Ordinary Shares Stock | Purchase | $1,001–$15,000 | 18.13 $ | +22.6% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NWE | NorthWestern Energy Group, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 48.83 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NOC | Northrop Grumman Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 496.19 $ | -4.0% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NTRS | Northern Trust Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 107.20 $ | +16.5% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NOK | Nokia Corporation Sponsored American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 5.01 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NNN | NNN REIT, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 39.52 $ | -0.4% · S&P 500 +8.2% until sale 08/13/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NEM | Newmont Corporation Stock | Purchase | $1,001–$15,000 | 57.90 $ | +119.0% · S&P 500 +29.7% open | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NBIX | Neurocrine Biosciences, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 124.88 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Stock | Sale partial sale | $1,001–$15,000 | 126.52 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | NWG | NatWest Group plc American Depositary Shares, Stock | Purchase | $1,001–$15,000 | 13.21 $ | -0.1% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | FIZZ | National Beverage Corp. - Common Stock Stock | Sale | $1,001–$15,000 | 39.51 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | MNST | Monster Beverage Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 62.78 $ | -5.8% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | MUFG | Mitsubishi UFJ Financial Group, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 13.02 $ | -0.2% · S&P 500 +4.8% until sale 07/16/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | MTG | MGIC Investment Corporation Common Stock Stock | Sale | $1,001–$15,000 | 25.70 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | MA | Mastercard Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 565.16 $ | -2.1% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | LPX | Louisiana-Pacific Corporation Common Stock Stock | Sale | $1,001–$15,000 | 84.75 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | L | Loews Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 88.06 $ | +12.8% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | LYG | Lloyds Banking Group Plc American Depositary Shares Stock | Purchase | $1,001–$15,000 | 3.96 $ | +11.4% · S&P 500 +11.5% until sale 10/14/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | LNC | Lincoln National Corporation Common Stock Stock | Sale | $1,001–$15,000 | 30.97 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | LSTR | Landstar System, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 133.45 $ | -1.2% · S&P 500 +4.8% until sale 07/16/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | KRG | Kite Realty Group Trust Common Stock Stock | Sale | $1,001–$15,000 | 21.07 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | KDP | Keurig Dr Pepper Inc. Stock | Purchase | $1,001–$15,000 | 31.58 $ | -15.5% · S&P 500 +10.4% until sale 09/11/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | KBH | KB Home Common Stock Stock | Sale | $1,001–$15,000 | 49.73 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | JPM | JP Morgan Chase & Co. Common Stock Stock | Purchase | $1,001–$15,000 | 263.20 $ | +15.9% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | JNJ | Johnson & Johnson Common Stock Stock | Purchase | $1,001–$15,000 | 148.65 $ | -0.1% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | JD | JD.com, Inc. - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 32.05 $ | -1.8% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ITT | ITT Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 148.34 $ | +25.1% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | INTU | Intuit Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 755.38 $ | -0.8% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | IBM | International Business Machines Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 275.99 $ | -0.4% · S&P 500 +4.8% until sale 07/16/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | IBKR | Interactive Brokers Group, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 51.80 $ | -0.8% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | INFY | Infosys Limited American Depositary Shares Stock | Purchase | $1,001–$15,000 | 18.00 $ | -2.0% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | IRT | Independence Realty Trust, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 16.94 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ITW | Illinois Tool Works Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 233.81 $ | +2.3% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | H | Hyatt Hotels Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | 133.46 $ | +10.4% · S&P 500 +11.5% until sale 10/14/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | HSBC | HSBC Holdings, plc. Common Stock Stock | Purchase | $1,001–$15,000 | 55.79 $ | +15.1% · S&P 500 +11.5% until sale 10/14/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | HON | Honeywell International Inc. Stock | Purchase | $1,001–$15,000 | 214.55 $ | -0.5% · S&P 500 +5.9% until sale 08/04/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | HOMB | Home BancShares, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 26.64 $ | -1.9% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | HTH | Hilltop Holdings Inc. Stock | Sale | $1,001–$15,000 | 28.58 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | HPE | Hewlett Packard Enterprise Company Common Stock Stock | Purchase | $1,001–$15,000 | 17.41 $ | +38.1% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | DOC | Healthpeak Properties, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 15.81 $ | -0.1% · S&P 500 +5.9% until sale 08/04/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | HQY | HealthEquity, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 100.01 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | HDB | HDFC Bank Limited Common Stock Stock | Sale partial sale | $1,001–$15,000 | 34.82 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | HAS | Hasbro, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 65.31 $ | +14.4% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | HAL | Halliburton Company Common Stock Stock | Purchase | $1,001–$15,000 | 22.38 $ | -9.7% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | GWRE | Guidewire Software, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 248.24 $ | -4.3% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | GSK | GSK plc American Depositary Shares Stock | Purchase | $1,001–$15,000 | 38.29 $ | -2.6% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | GPK | Graphic Packaging Holding Company Stock | Purchase | $1,001–$15,000 | 20.51 $ | -0.8% · S&P 500 +10.4% until sale 09/11/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | GGG | Graco Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 82.17 $ | -0.3% · S&P 500 +5.9% until sale 08/04/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | GMED | Globus Medical, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 58.14 $ | -0.6% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | GL | Globe Life Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 118.18 $ | 0.0% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | GNW | Genworth Financial Inc Common Stock Stock | Sale | $1,001–$15,000 | 6.84 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | GIS | General Mills, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 49.38 $ | -4.5% · S&P 500 +4.8% until sale 07/16/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | GATX | GATX Corporation Common Stock Stock | Sale | $1,001–$15,000 | 149.31 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | FTV | Fortive Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 52.15 $ | +1.2% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | FR | First Industrial Realty Trust, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 46.75 $ | -0.3% · S&P 500 +5.9% until sale 08/04/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | FHB | First Hawaiian, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 22.11 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | FFIN | First Financial Bankshares, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 34.25 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | EXC | Exelon Corporation Stock | Purchase | $1,001–$15,000 | 40.91 $ | +12.0% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | EVTC | Evertec, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 35.91 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | EG | Everest Group, Ltd. Common Stock Stock | Purchase | $1,001–$15,000 | 325.00 $ | -0.3% · S&P 500 +4.8% until sale 07/16/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ESNT | Essent Group Ltd. Common Shares Stock | Sale | $1,001–$15,000 | 56.70 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ELS | Equity Lifestyle Properties, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 59.91 $ | -0.3% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | – | Equitable Holdings, Inc. Common | Purchase | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | EIG | Employers Holdings Inc Common Stock Stock | Purchase | $1,001–$15,000 | 45.09 $ | -0.8% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | EME | EMCOR Group, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 480.22 $ | +34.7% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | EBAY | eBay Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 76.42 $ | -3.9% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | EMN | Eastman Chemical Company Common Stock Stock | Purchase | $1,001–$15,000 | 71.60 $ | -19.1% · S&P 500 +5.9% until sale 08/04/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | DT | Dynatrace, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 55.90 $ | -5.6% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | DUOL | Duolingo, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 476.30 $ | -11.2% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | DUK | Duke Energy Corporation Stock | Purchase | $1,001–$15,000 | 110.91 $ | +10.0% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | DOCU | DocuSign, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 74.81 $ | +0.8% · S&P 500 +5.9% until sale 08/04/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | DKS | Dick's Sporting Goods Inc Common Stock Stock | Purchase | $1,001–$15,000 | 170.87 $ | +26.9% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | FANG | Diamondback Energy, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 149.08 $ | -10.8% · S&P 500 +4.8% until sale 07/16/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | DAL | Delta Air Lines, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 46.64 $ | +21.5% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | SRE | DBA Sempra Common Stock Stock | Purchase | $1,001–$15,000 | 71.38 $ | +26.8% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | DHI | D.R. Horton, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 118.54 $ | +24.8% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CYTK | Cytokinetics, Incorporated - Common Stock Stock | Sale | $1,001–$15,000 | 32.54 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CTRA | Coterra Energy Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 26.04 $ | +25.1% · S&P 500 +23.8% as of 05/07/2026 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | COST | Costco Wholesale Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 970.70 $ | -0.8% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CNM | Core & Main, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 55.61 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | STZ | Constellation Brands, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 155.10 $ | -10.4% · S&P 500 +10.4% until sale 09/11/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CBU | Community Financial System, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 52.29 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CL | Colgate-Palmolive Company Common Stock Stock | Purchase | $1,001–$15,000 | 85.95 $ | -0.5% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | COHR | Coherent Corp. Stock | Purchase | $1,001–$15,000 | 79.77 $ | +66.4% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CNH | CNH Industrial N.V. Common Shares Stock | Purchase | $1,001–$15,000 | 12.63 $ | -1.7% · S&P 500 +5.9% until sale 08/04/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CIEN | Ciena Corporation Stock | Purchase | $1,001–$15,000 | 73.45 $ | +129.7% · S&P 500 +12.0% until sale 10/15/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CHD | Church & Dwight Company, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 94.92 $ | -0.1% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CVX | Chevron Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 142.87 $ | -3.6% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CSL | Carlisle Companies Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 351.63 $ | +0.6% · S&P 500 +5.9% until sale 08/04/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CPRI | Capri Holdings Limited Ordinary Shares Stock | Sale | $1,001–$15,000 | 16.83 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | CPB | Campbell Soup Company Common Stock Stock | Sale | $1,001–$15,000 | 29.55 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BURL | Burlington Stores, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 228.17 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BC | Brunswick Corporation Common Stock Stock | Sale | $1,001–$15,000 | 53.43 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BF.B | Brown Forman Inc Class B Common Stock Stock | Sale | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BRKL | Brookline Bancorp, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BR | Broadridge Financial Solutions, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 233.95 $ | -0.1% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 246.95 $ | +51.6% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BTI | British American Tobacco Industries, p.l.c. Common Stock ADR Stock | Purchase | $1,001–$15,000 | 45.41 $ | -0.6% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BKH | Black Hills Corporation Common Stock Stock | Sale | $1,001–$15,000 | 53.90 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BILL | BILL Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 41.84 $ | -3.4% · S&P 500 +8.2% until sale 08/13/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BHP | BHP Group Limited American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 45.86 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BDX | Becton, Dickinson and Company Common Stock Stock | Purchase | $1,001–$15,000 | 130.40 $ | +1.0% · S&P 500 +1.8% until sale 06/24/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BCS | Barclays PLC Common Stock Stock | Purchase | $1,001–$15,000 | 17.15 $ | +22.9% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BAC | Bank of America Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 43.29 $ | +20.6% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | – | Avient Corporation Common Stock | Sale | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | AVTR | Avantor, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 13.15 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | – | Autodesk, Inc. - Common Stock | Purchase | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | T | AT&T Inc. Stock | Purchase | $1,001–$15,000 | 26.14 $ | +0.9% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | AZN | AstraZeneca PLC - American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 139.49 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Purchase | $1,001–$15,000 | 752.98 $ | +42.1% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | AWI | Armstrong World Industries Inc Common Stock Stock | Sale | $1,001–$15,000 | 149.05 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ARMK | Aramark Common Stock Stock | Sale | $1,001–$15,000 | 39.00 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | AAPL | Apple Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 194.87 $ | +38.9% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | AIG | American International Group, Inc. New Common Stock Stock | Purchase | $1,001–$15,000 | 82.26 $ | -2.1% · S&P 500 +5.0% until sale 07/10/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | AXP | American Express Company Common Stock Stock | Purchase | $1,001–$15,000 | 288.98 $ | +23.2% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 214.82 $ | +0.7% · S&P 500 +11.5% until sale 10/14/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ALLE | Allegion plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | 134.35 $ | +21.7% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Sale partial sale | $1,001–$15,000 | 113.98 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ALK | Alaska Air Group, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 46.70 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ADC | Agree Realty Corporation Common Stock Stock | Sale | $1,001–$15,000 | 71.06 $ | – | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | A | Agilent Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 114.92 $ | -2.1% · S&P 500 +4.8% until sale 07/16/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $1,001–$15,000 | 127.10 $ | +100.5% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | WMS | Advanced Drainage Systems, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 113.02 $ | -2.4% · S&P 500 +4.8% until sale 07/16/2025 | spouse | 08/13/2025 | 57 days |
| 06/17/2025 | ABBV | AbbVie Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 178.36 $ | +25.0% · S&P 500 +14.4% until sale 10/30/2025 | spouse | 08/13/2025 | 57 days |
| 06/11/2025 | VOYA | Voya Financial, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 65.37 $ | -0.7% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | VRTX | Vertex Pharmaceuticals Incorporated - Common Stock Stock | Sale | $1,001–$15,000 | 452.44 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | VRE | Veris Residential, Inc. Common Stock Stock | Purchase | $15,001–$50,000 | 14.91 $ | -2.2% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | UNM | Unum Group Common Stock Stock | Purchase | $1,001–$15,000 | 76.36 $ | -1.0% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | UTHR | United Therapeutics Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 276.47 $ | +64.0% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | X | United States Steel Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 53.63 $ | +2.3% · S&P 500 -0.9% until sale 06/20/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | UBSI | United Bankshares, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 34.78 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | TRN | Trinity Industries, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 25.16 $ | -2.3% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | TNL | Travel Leisure Co. Common Stock Stock | Purchase | $1,001–$15,000 | 47.79 $ | -1.3% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | TTC | Toro Company Stock | Sale | $1,001–$15,000 | 69.00 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | TJX | TJX Companies, Inc. Stock | Sale | $1,001–$15,000 | 123.03 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | TKR | Timken Company Stock | Purchase | $1,001–$15,000 | 71.14 $ | -2.5% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | MIDD | The Middleby Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 146.71 $ | -3.9% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | CPB | The Campbell's Company - Common Stock Stock | Purchase | $1,001–$15,000 | 31.02 $ | -4.7% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | THC | Tenet Healthcare Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 161.41 $ | -0.2% · S&P 500 +5.3% until sale 08/04/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | STWD | STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. Stock | Purchase | $1,001–$15,000 | 17.81 $ | -2.2% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | SFM | Sprouts Farmers Market, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 159.90 $ | -0.7% · S&P 500 +4.4% until sale 07/10/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | SIGI | Selective Insurance Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 83.42 $ | -0.2% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | SAIC | Science Applications International Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 102.01 $ | -11.2% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | RLI | RLI Corp. Common Stock Stock | Purchase | $1,001–$15,000 | 72.17 $ | -1.4% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | RGEN | Repligen Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 132.00 $ | +9.5% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | PATK | Patrick Industries, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 89.17 $ | -17.7% · S&P 500 +28.9% open | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | PH | Parker-Hannifin Corporation Common Stock Stock | Sale | $1,001–$15,000 | 665.94 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 142.64 $ | +42.1% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | NVS | Novartis AG Common Stock Stock | Purchase | $1,001–$15,000 | 114.58 $ | +3.8% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | NOK | Nokia Corporation Sponsored American Depositary Shares Stock | Purchase | $1,001–$15,000 | 5.14 $ | +116.6% · S&P 500 +28.9% open | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | NJR | NewJersey Resources Corporation Common Stock Stock | Sale | $1,001–$15,000 | 43.11 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | NBIX | Neurocrine Biosciences, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 124.17 $ | +25.8% · S&P 500 +28.9% open | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Stock | Purchase | $1,001–$15,000 | 129.80 $ | -2.0% · S&P 500 +5.3% until sale 08/04/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | FIZZ | National Beverage Corp. - Common Stock Stock | Purchase | $1,001–$15,000 | 41.43 $ | -4.6% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | MCO | Moody's Corporation Common Stock Stock | Sale | $1,001–$15,000 | 479.53 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 468.87 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | MTG | MGIC Investment Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 25.81 $ | -0.5% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | MTZ | MasTec, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 162.90 $ | +31.3% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | MGY | Magnolia Oil & Gas Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | 23.16 $ | -2.3% · S&P 500 +1.2% until sale 06/24/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | LPX | Louisiana-Pacific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 87.73 $ | -3.4% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | LNC | Lincoln National Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 31.16 $ | -0.6% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | LI | Li Auto Inc. - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 29.40 $ | -17.2% · S&P 500 +9.7% until sale 09/11/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | KRG | Kite Realty Group Trust Common Stock Stock | Purchase | $1,001–$15,000 | 21.18 $ | -0.5% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | JPM | JP Morgan Chase & Co. Common Stock Stock | Purchase | $1,001–$15,000 | 261.86 $ | +16.5% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | IRT | Independence Realty Trust, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 17.44 $ | -2.9% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | HMN | Horace Mann Educators Corporation Common Stock Stock | Sale | $1,001–$15,000 | 41.12 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | HTH | Hilltop Holdings Inc. Stock | Purchase | $1,001–$15,000 | 29.85 $ | -4.3% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | HQY | HealthEquity, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 104.56 $ | -4.4% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | HDB | HDFC Bank Limited Common Stock Stock | Purchase | $1,001–$15,000 | 35.80 $ | +2.5% · S&P 500 +5.3% until sale 08/04/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | GFI | Gold Fields Limited American Depositary Shares Stock | Purchase | $1,001–$15,000 | 23.41 $ | -2.1% · S&P 500 +1.2% until sale 06/24/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | GTY | Getty Realty Corporation Common Stock Stock | Sale | $1,001–$15,000 | 27.03 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | GNW | Genworth Financial Inc Common Stock Stock | Purchase | $1,001–$15,000 | 6.92 $ | -1.2% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | GATX | GATX Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 152.82 $ | -2.3% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | GME | GameStop Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 28.55 $ | -25.9% · S&P 500 +28.9% open | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | FBRT | Franklin BSP Realty Trust, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 9.57 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | FCPT | Four Corners Property Trust, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 25.46 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | FLO | Flowers Foods, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 15.01 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | FIVE | Five Below, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 125.03 $ | +25.4% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | FHB | First Hawaiian, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 23.18 $ | -4.6% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | FFIN | First Financial Bankshares, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 35.79 $ | -4.3% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | FNB | F.N.B. Corporation Common Stock Stock | Sale | $1,001–$15,000 | 13.66 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | EVTC | Evertec, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 37.31 $ | -3.8% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | ESNT | Essent Group Ltd. Common Shares Stock | Purchase | $1,001–$15,000 | 57.24 $ | -1.0% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | EQNR | Equinor ASA Stock | Purchase | $1,001–$15,000 | 24.56 $ | -3.0% · S&P 500 +1.2% until sale 06/24/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | DG | Dollar General Corporation Common Stock Stock | Sale | $1,001–$15,000 | 108.68 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | CYTK | Cytokinetics, Incorporated - Common Stock Stock | Purchase | $1,001–$15,000 | 33.11 $ | -1.7% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | CNM | Core & Main, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 57.43 $ | -3.2% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | CDP | COPT Defense Properties Common Shares of Beneficial Interest Stock | Purchase | $1,001–$15,000 | 26.99 $ | -0.1% · S&P 500 +4.1% until sale 07/16/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | CBU | Community Financial System, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 55.06 $ | -5.0% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | CNO | CNO Financial Group, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 36.88 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | CHX | ChampionX Corporation Stock | Purchase | $1,001–$15,000 | 26.08 $ | -5.8% · S&P 500 +1.2% until sale 06/24/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | CASY | Caseys General Stores, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 497.25 $ | +3.9% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | CPRI | Capri Holdings Limited Ordinary Shares Stock | Purchase | $1,001–$15,000 | 18.03 $ | -6.7% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | BWXT | BWX Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 135.04 $ | +57.7% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | BURL | Burlington Stores, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 238.77 $ | -4.4% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | BC | Brunswick Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 56.55 $ | -5.5% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | BF.B | Brown Forman Inc Class B Common Stock Stock | Purchase | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 250.46 $ | +49.5% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | BCO | Brinks Company Stock | Purchase | $1,001–$15,000 | 83.63 $ | +32.4% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | – | Black Hills Corporation Common | Purchase | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | BJ | BJ's Wholesale Club Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 108.72 $ | -1.9% · S&P 500 +4.4% until sale 07/10/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | BHP | BHP Group Limited American Depositary Shares Stock | Purchase | $1,001–$15,000 | 48.57 $ | +2.0% · S&P 500 +5.3% until sale 08/04/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale partial sale | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | AVNT | Avient Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 34.66 $ | +19.5% · S&P 500 +28.9% open | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | AVTR | Avantor, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 13.52 $ | +9.5% · S&P 500 +28.9% open | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | AWI | Armstrong World Industries Inc Common Stock Stock | Purchase | $1,001–$15,000 | 151.48 $ | -1.6% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | ARMK | Aramark Common Stock Stock | Purchase | $1,001–$15,000 | 39.72 $ | -1.8% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | BUD | Anheuser-Busch Inbev SA Sponsored ADR Stock | Sale partial sale | $1,001–$15,000 | 69.98 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | AAL | American Airlines Group, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 11.06 $ | – | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Purchase | $1,001–$15,000 | 178.28 $ | +57.8% · S&P 500 +13.7% until sale 10/30/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | ALK | Alaska Air Group, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 49.15 $ | -5.0% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | ADC | Agree Realty Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 70.95 $ | +0.1% · S&P 500 -0.6% until sale 06/17/2025 | spouse | 08/13/2025 | 63 days |
| 06/11/2025 | AGCO | AGCO Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 101.37 $ | -0.2% · S&P 500 +1.2% until sale 06/24/2025 | spouse | 08/13/2025 | 63 days |
| 06/10/2025 | VNT | Vontier Corporation Common Stock Stock | Sale | $1,001–$15,000 | 36.91 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | VRT | Vertiv Holdings, LLC Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 108.31 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | VRTX | Vertex Pharmaceuticals Incorporated - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 451.52 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | TMO | Thermo Fisher Scientific Inc Common Stock Stock | Sale partial sale | $1,001–$15,000 | 412.61 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | SAP | SAP SE ADS Stock | Sale partial sale | $1,001–$15,000 | 299.21 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | RGLD | Royal Gold, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 171.74 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | PHI | PLDT Inc. Sponsored ADR Stock | Sale | $1,001–$15,000 | 20.71 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | PDD | PDD Holdings Inc. - American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 102.39 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 143.76 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | NVS | Novartis AG Common Stock Stock | Sale partial sale | $1,001–$15,000 | 115.08 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | MCO | Moody's Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 481.00 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | MLM | Martin Marietta Materials, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 551.38 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | LXP | LXP Industrial Trust Common Stock Stock | Sale | $1,001–$15,000 | 39.67 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | JPM | JP Morgan Chase & Co. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 262.30 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | HDB | HDFC Bank Limited Common Stock Stock | Sale partial sale | $1,001–$15,000 | 36.02 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | EC | Ecopetrol S.A. American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 8.11 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | DELL | Dell Technologies Inc. Class C Common Stock Stock | Sale partial sale | $1,001–$15,000 | 111.37 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 242.26 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | BKR | Baker Hughes Company - Common Stock Stock | Sale | $1,001–$15,000 | 38.42 $ | – | spouse | 08/13/2025 | 64 days |
| 06/10/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Sale partial sale | $1,001–$15,000 | 179.50 $ | – | spouse | 08/13/2025 | 64 days |
| 06/09/2025 | WYNN | Wynn Resorts, Limited - Common Stock Stock | Purchase | $1,001–$15,000 | 83.93 $ | +41.7% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | VNT | Vontier Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 36.40 $ | +1.4% · S&P 500 +0.6% until sale 06/10/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | UBSI | United Bankshares, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 34.85 $ | -0.2% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | UBSI | United Bankshares, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 34.85 $ | -0.2% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | UL | Unilever PLC Common Stock Stock | Purchase | $1,001–$15,000 | 68.34 $ | -4.1% · S&P 500 +5.6% until sale 08/04/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | TTC | Toro Company Stock | Purchase | $1,001–$15,000 | 69.70 $ | -1.0% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 308.58 $ | +42.6% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Purchase | $1,001–$15,000 | 204.46 $ | +47.3% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | SNPS | Synopsys, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 495.77 $ | – | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | SBSI | Southside Bancshares, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 27.20 $ | -2.8% · S&P 500 -0.4% until sale 06/17/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | SNN | Smith & Nephew SNATS, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 29.19 $ | -4.2% · S&P 500 -0.4% until sale 06/17/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares Stock | Sale | $1,001–$15,000 | 107.80 $ | – | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | SHEL | Shell PLC American Depositary Shares Stock | Purchase | $1,001–$15,000 | 65.73 $ | +6.0% · S&P 500 +11.1% until sale 10/14/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 205.37 $ | – | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | SAP | SAP SE ADS Stock | Purchase | $1,001–$15,000 | 300.20 $ | +0.3% · S&P 500 +5.2% until sale 07/22/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | RGLD | Royal Gold, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 174.82 $ | -11.3% · S&P 500 +5.6% until sale 08/04/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | PHI | PLDT Inc. Sponsored ADR Stock | Purchase | $1,001–$15,000 | 20.79 $ | -0.4% · S&P 500 +0.6% until sale 06/10/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | PDD | PDD Holdings Inc. - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 101.62 $ | +33.8% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | PK | Park Hotels & Resorts Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 9.29 $ | -1.8% · S&P 500 -0.4% until sale 06/17/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | PANW | Palo Alto Networks, Inc. Stock | Sale partial sale | $1,001–$15,000 | 196.33 $ | – | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 142.43 $ | +42.3% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | NVO | Novo Nordisk A/S Common Stock Stock | Purchase | $1,001–$15,000 | 71.98 $ | -32.9% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | NVS | Novartis AG Common Stock Stock | Purchase | $1,001–$15,000 | 114.53 $ | +3.9% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | NWE | NorthWestern Energy Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 49.84 $ | -2.0% · S&P 500 -0.4% until sale 06/17/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | NJR | NewJersey Resources Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 42.81 $ | +0.7% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $15,001–$50,000 | 469.00 $ | +11.4% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | LYB | LyondellBasell Industries NV Ordinary Shares Class A Stock | Purchase | $1,001–$15,000 | 54.29 $ | -0.3% · S&P 500 +1.5% until sale 06/24/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | LXP | LXP Industrial Trust Common Stock Stock | Purchase | $1,001–$15,000 | 39.99 $ | -0.8% · S&P 500 +0.6% until sale 06/10/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | KBH | KB Home Common Stock Stock | Purchase | $1,001–$15,000 | 52.03 $ | -4.4% · S&P 500 -0.4% until sale 06/17/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | JPM | JP Morgan Chase & Co. Common Stock Stock | Purchase | $1,001–$15,000 | 260.48 $ | +17.1% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 526.15 $ | – | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | ILMN | Illumina, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 84.98 $ | +16.5% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | HMN | Horace Mann Educators Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 41.35 $ | -0.6% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | HD | Home Depot, Inc. Stock | Sale partial sale | $1,001–$15,000 | 355.74 $ | – | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | HDB | HDFC Bank Limited Common Stock Stock | Purchase | $1,001–$15,000 | 35.88 $ | +2.3% · S&P 500 +5.6% until sale 08/04/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | GTY | Getty Realty Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 27.20 $ | -0.6% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | FBRT | Franklin BSP Realty Trust, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 9.60 $ | -0.3% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | FCPT | Four Corners Property Trust, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 25.70 $ | -6.4% · S&P 500 +5.6% until sale 08/04/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | FLO | Flowers Foods, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 15.42 $ | -2.6% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | FNB | F.N.B. Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 13.70 $ | -0.3% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 768.28 $ | – | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | EC | Ecopetrol S.A. American Depositary Shares Stock | Purchase | $1,001–$15,000 | 8.03 $ | +6.7% · S&P 500 +4.7% until sale 07/10/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 322.09 $ | – | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | DG | Dollar General Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 110.49 $ | -1.6% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | CRGY | Crescent Energy Company Class A Common Stock Stock | Purchase | $1,001–$15,000 | 8.68 $ | -3.4% · S&P 500 +1.5% until sale 06/24/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | COST | Costco Wholesale Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 998.96 $ | – | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | CNO | CNO Financial Group, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 37.38 $ | -1.3% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | BRKL | Brookline Bancorp, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | – | Berkshire Hathaway Inc. New | Purchase | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | AZN | AstraZeneca PLC - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 143.50 $ | +13.6% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Purchase | $1,001–$15,000 | 763.22 $ | +40.2% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | AAPL | Apple Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 200.65 $ | +34.9% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | BUD | Anheuser-Busch Inbev SA Sponsored ADR Stock | Purchase | $1,001–$15,000 | 69.83 $ | -18.1% · S&P 500 +5.6% until sale 08/04/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | AAL | American Airlines Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 11.76 $ | -6.0% · S&P 500 +0.3% until sale 06/11/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | AMED | Amedisys Inc - Common Stock Stock | Purchase | $1,001–$15,000 | 94.22 $ | +7.2% · S&P 500 +7.9% until sale 08/14/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 216.98 $ | -0.3% · S&P 500 +11.1% until sale 10/14/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Purchase | $1,001–$15,000 | 177.12 $ | +58.8% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/09/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Purchase | $1,001–$15,000 | 118.39 $ | +45.6% · S&P 500 +14.0% until sale 10/30/2025 | spouse | 08/13/2025 | 65 days |
| 06/06/2025 | – | TROY MICH CITY SCH D GO 5% 05/01/2036 CALLABLE Government security | Sale | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 68 days |
| 06/06/2025 | – | SWARTZ CREEK MICH CM GO 5% 05/01/2039 CALLABLE Government security | Sale | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 68 days |
| 06/06/2025 | – | ROMEO MICH CMNTY SCH GO 4% 05/01/2033 CALLABLE Government security | Sale | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 68 days |
| 06/06/2025 | – | MICHIGAN ST TRUNK LI REV 5% 11/15/2038 CALLABLE Government security | Sale | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 68 days |
| 06/06/2025 | – | MICHIGAN ST TRUNK LI REV 5% 11/15/2033 CALLABLE Government security | Sale | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 68 days |
| 06/06/2025 | – | MACOMB INTER SCH DIS GO 5% 05/01/2036 CALLABLE Government security | Sale | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 68 days |
| 06/06/2025 | – | LANSE CREUSE MICH PU GO 5% 05/01/2039 CALLABLE Government security | Sale | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 68 days |
| 06/06/2025 | – | KALAMAZOO MICH WTR R REV 5% 09/01/2029 Government security | Sale | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 68 days |
| 06/06/2025 | – | GRANDVILLE MICH PUB GO 5% 05/01/2038 CALLABLE Government security | Sale | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 68 days |
| 06/06/2025 | – | GRAND RAPIDS MICH GO 5% 10/01/2034 Government security | Sale | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 68 days |
| 06/06/2025 | – | BLOOMFIELD CHARTER T REV 5% 04/01/2038 CALLABLE Government security | Sale | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 68 days |
| 03/28/2025 | TTD | The Trade Desk, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 55.85 $ | -2.7% · S&P 500 +16.4% until sale 08/13/2025 | spouse | 08/13/2025 | 138 days |
| 03/28/2025 | HUBS | HubSpot, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 582.11 $ | – | spouse | 08/13/2025 | 138 days |
| 03/21/2025 | WDAY | Workday, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 249.49 $ | -9.8% · S&P 500 +12.2% until sale 08/04/2025 | spouse | 08/13/2025 | 145 days |
| 03/21/2025 | CRM | Salesforce, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 277.39 $ | – | spouse | 08/13/2025 | 145 days |
| 03/20/2025 | VRT | Vertiv Holdings, LLC Class A Common Stock Stock | Purchase | $1,001–$15,000 | 88.95 $ | +117.6% · S&P 500 +21.3% until sale 10/30/2025 | spouse | 08/13/2025 | 146 days |
| 03/20/2025 | SYY | Sysco Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 68.28 $ | +7.1% · S&P 500 +21.3% until sale 10/30/2025 | spouse | 08/13/2025 | 146 days |
| 03/20/2025 | CMG | Chipotle Mexican Grill, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 49.00 $ | – | spouse | 08/13/2025 | 146 days |
| 03/20/2025 | ANET | Arista Networks, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 82.97 $ | – | spouse | 08/13/2025 | 146 days |
| 03/13/2025 | – | Swartz Creek Mich CM GO 5% Due 05/01/2039 Government security | Purchase | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 153 days |
| 03/13/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Purchase | $1,001–$15,000 | 279.49 $ | +35.9% · S&P 500 +24.4% until sale 10/30/2025 | spouse | 08/13/2025 | 153 days |
| 03/12/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 168.63 $ | +2.4% · S&P 500 +16.1% until sale 08/13/2025 | spouse | 08/13/2025 | 154 days |
| 03/12/2025 | EMR | Emerson Electric Company Common Stock Stock | Sale | $1,001–$15,000 | 108.59 $ | – | spouse | 08/13/2025 | 154 days |
| 03/12/2025 | DT | Dynatrace, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 49.22 $ | – | spouse | 08/13/2025 | 154 days |
| 02/24/2025 | WMB | Williams Companies, Inc. Stock | Purchase | $1,001–$15,000 | 54.61 $ | +2.5% · S&P 500 +5.4% until sale 07/10/2025 | spouse | 08/13/2025 | 170 days |
| 02/21/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 78.89 $ | +22.3% · S&P 500 +14.3% until sale 10/30/2025 | spouse | 08/13/2025 | 173 days |
| 02/21/2025 | TTD | The Trade Desk, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 72.06 $ | – | spouse | 08/13/2025 | 173 days |
| 02/21/2025 | SHW | Sherwin-Williams Company Stock | Sale | $1,001–$15,000 | 339.89 $ | – | spouse | 08/13/2025 | 173 days |
| 02/21/2025 | HUBS | HubSpot, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 726.43 $ | -19.9% · S&P 500 -7.1% until sale 03/28/2025 | spouse | 08/13/2025 | 173 days |
| 02/18/2025 | – | Lanse Creuse Mich P 5%39 Government security | Purchase | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 176 days |
| 02/14/2025 | INTU | Intuit Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 579.06 $ | – | spouse | 08/13/2025 | 180 days |
| 02/12/2025 | – | Wyoming Mich Pub SC 4%35 GO UTX Due 05/31/35 Government security | Purchase | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 182 days |
| 02/11/2025 | – | Grandville Mich PUB 5%38 GO LTX Due 10/01/38 Government security | Purchase | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 183 days |
| 02/10/2025 | – | Grand Rapids Mich 5%34 GO LTX Due 10/01/34 Government security | Purchase | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 184 days |
| 02/06/2025 | – | Michigan ST Trunk L 5%33 COMB Tax Due 11/15/33 Government security | Purchase | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 188 days |
| 02/05/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 205.41 $ | – | spouse | 08/13/2025 | 189 days |
| 02/05/2025 | – | Romeo Mich CMNTY SC 4%33 GO UTX Due 05/01/33 Government security | Purchase | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 189 days |
| 02/05/2025 | – | Macomb Inter SCH DI 5%36 GO UTX Due 5/01/36 Government security | Purchase | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 189 days |
| 02/05/2025 | EMR | Emerson Electric Company Common Stock Stock | Purchase | $1,001–$15,000 | 121.71 $ | -10.8% · S&P 500 -7.5% until sale 03/12/2025 | spouse | 08/13/2025 | 189 days |
| 02/05/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale | $1,001–$15,000 | 309.44 $ | – | spouse | 08/13/2025 | 189 days |
| 02/05/2025 | DT | Dynatrace, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 60.43 $ | -18.6% · S&P 500 -7.5% until sale 03/12/2025 | spouse | 08/13/2025 | 189 days |
| 01/31/2025 | – | Michigan Trunk L 5%38 COMB TAX Due 11/15/38 Government security | Purchase | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 194 days |
| 01/31/2025 | – | Bloomfield Charter 5%38 DB LTX Due 04/01/38 Government security | Purchase | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 194 days |
| 01/30/2025 | – | Troy Mich City SCH 5%36 Go UTX Due 05/01/36 Government security | Purchase | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 195 days |
| 01/30/2025 | – | Kalamazoo Mich WTR 5%29 WTR UTIL Due 09/01/29 Government security | Purchase | $15,001–$50,000 | – | – | spouse | 08/13/2025 | 195 days |
| 01/22/2025 | NXPI | NXP Semiconductors N.V. - Common Stock Stock | Sale | $1,001–$15,000 | 210.30 $ | – | spouse | 08/13/2025 | 203 days |
| 01/22/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 237.86 $ | +57.4% · S&P 500 +13.1% until sale 10/30/2025 | spouse | 08/13/2025 | 203 days |
| 01/15/2025 | ZTS | Zoetis Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 162.43 $ | – | spouse | 08/13/2025 | 210 days |
| 01/15/2025 | DELL | Dell Technologies Inc. Class C Common Stock Stock | Purchase | $1,001–$15,000 | 106.31 $ | +50.1% · S&P 500 +15.7% until sale 10/30/2025 | spouse | 08/13/2025 | 210 days |
| 12/11/2024 | ZTS | Zoetis Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 172.14 $ | -5.6% · S&P 500 -2.1% until sale 01/15/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 310.29 $ | +10.5% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | VRTX | Vertex Pharmaceuticals Incorporated - Common Stock Stock | Purchase | $1,001–$15,000 | 468.29 $ | -3.4% · S&P 500 -0.4% until sale 06/11/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | TJX | TJX Companies, Inc. Stock | Purchase | $1,001–$15,000 | 124.50 $ | -1.2% · S&P 500 -0.4% until sale 06/11/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | TMO | Thermo Fisher Scientific Inc Common Stock Stock | Purchase | $1,001–$15,000 | 531.02 $ | +4.5% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | TTD | The Trade Desk, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 134.10 $ | -46.3% · S&P 500 -0.9% until sale 02/21/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | SNPS | Synopsys, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 512.06 $ | -3.2% · S&P 500 -0.7% until sale 06/09/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares Stock | Purchase | $1,001–$15,000 | 117.37 $ | -8.2% · S&P 500 -0.7% until sale 06/09/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | SHW | Sherwin-Williams Company Stock | Purchase | $1,001–$15,000 | 366.89 $ | -7.4% · S&P 500 -0.9% until sale 02/21/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | NOW | ServiceNow, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 229.44 $ | -10.5% · S&P 500 -0.2% until sale 02/05/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | CRM | Salesforce, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 350.36 $ | -20.8% · S&P 500 -6.6% until sale 03/21/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | PH | Parker-Hannifin Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 676.95 $ | -1.6% · S&P 500 -0.4% until sale 06/11/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | PANW | Palo Alto Networks, Inc. Stock | Purchase | $1,001–$15,000 | 199.21 $ | -3.3% · S&P 500 +3.7% until sale 07/16/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | ORLY | O'Reilly Automotive, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 84.60 $ | +12.5% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | NXPI | NXP Semiconductors N.V. - Common Stock Stock | Purchase | $1,001–$15,000 | 213.95 $ | -1.7% · S&P 500 +0.2% until sale 01/22/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 139.10 $ | +45.7% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | NFLX | Netflix, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 93.66 $ | +16.3% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | MCO | Moody's Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 491.53 $ | -2.4% · S&P 500 -0.4% until sale 06/11/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 443.73 $ | +17.7% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 629.06 $ | +5.7% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | MLM | Martin Marietta Materials, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 555.49 $ | -0.7% · S&P 500 -0.1% until sale 06/10/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 543.60 $ | -5.7% · S&P 500 +3.7% until sale 07/16/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | INTU | Intuit Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 659.96 $ | -12.3% · S&P 500 +0.7% until sale 02/14/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | HWM | Howmet Aerospace Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 115.66 $ | +74.2% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | HD | Home Depot, Inc. Stock | Purchase | $1,001–$15,000 | 405.36 $ | -14.1% · S&P 500 +3.7% until sale 07/16/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | GS | Goldman Sachs Group, Inc. Stock | Purchase | $1,001–$15,000 | 575.13 $ | +35.4% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | LLY | Eli Lilly and Company Common Stock Stock | Purchase | $1,001–$15,000 | 787.46 $ | -0.4% · S&P 500 +3.7% until sale 07/16/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | ECL | Ecolab Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 241.02 $ | +5.8% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Purchase | $1,001–$15,000 | 355.24 $ | -12.9% · S&P 500 -0.2% until sale 02/05/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | COST | Costco Wholesale Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 985.18 $ | -2.2% · S&P 500 +4.0% until sale 07/10/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | CTAS | Cintas Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 208.21 $ | -2.5% · S&P 500 +9.3% until sale 09/11/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | CMG | Chipotle Mexican Grill, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 65.57 $ | -25.3% · S&P 500 -6.6% until sale 03/20/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | BSX | Boston Scientific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 90.56 $ | +11.1% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | BKR | Baker Hughes Company - Common Stock Stock | Purchase | $1,001–$15,000 | 41.28 $ | -6.9% · S&P 500 -0.1% until sale 06/10/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | AJG | Arthur J. Gallagher & Co. Common Stock Stock | Purchase | $1,001–$15,000 | 279.33 $ | +0.8% · S&P 500 +4.9% until sale 08/04/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | ANET | Arista Networks, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 107.23 $ | -22.6% · S&P 500 -6.6% until sale 03/20/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | AAPL | Apple Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 244.93 $ | +10.5% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 230.26 $ | -6.0% · S&P 500 +10.3% until sale 10/14/2025 | spouse | 08/13/2025 | 245 days |
| 12/11/2024 | GOOGL | Alphabet Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 194.38 $ | +44.5% · S&P 500 +13.3% until sale 10/30/2025 | spouse | 08/13/2025 | 245 days |
| 11/08/2024 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $15,001–$50,000 | 321.22 $ | +37.0% · S&P 500 +15.0% until sale 10/30/2025 | spouse | 08/13/2025 | 278 days |
| 11/08/2024 | SMR | NuScale Power Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | 24.49 $ | -64.8% · S&P 500 +30.4% open | spouse | 08/13/2025 | 278 days |
| 11/07/2024 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Purchase | $100,001–$250,000 | 197.61 $ | +52.4% · S&P 500 +15.5% until sale 10/30/2025 | spouse | 08/13/2025 | 279 days |
| 11/07/2024 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $100,001–$250,000 | 55.88 $ | +248.2% · S&P 500 +15.5% until sale 10/30/2025 | spouse | 08/13/2025 | 279 days |
| 11/07/2024 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $100,001–$250,000 | 148.65 $ | +36.3% · S&P 500 +15.5% until sale 10/30/2025 | spouse | 08/13/2025 | 279 days |
| 10/23/2024 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Sale partial sale | $50,001–$100,000 | 197.28 $ | – | spouse | 08/13/2025 | 294 days |
| 10/23/2024 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Sale partial sale | $50,001–$100,000 | 42.59 $ | – | spouse | 08/13/2025 | 294 days |
| 10/23/2024 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $100,001–$250,000 | 139.34 $ | – | spouse | 08/13/2025 | 294 days |
| 10/23/2024 | AMD | Advanced Micro Devices, Inc. Stock | Sale | $15,001–$50,000 | 152.91 $ | – | spouse | 08/13/2025 | 294 days |
| 08/14/2024 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $15,001–$50,000 | 31.00 $ | +527.6% · S&P 500 +26.9% until sale 10/30/2025 | spouse | 08/13/2025 | 364 days |
| 06/11/2024 | SEE | Sealed Air Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 36.44 $ | -16.5% · S&P 500 +12.7% until sale 06/17/2025 | spouse | 08/13/2025 | 428 days |
| 06/10/2024 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Sale partial sale | $1,001–$15,000 | 1,022.64 $ | – | spouse | 08/13/2025 | 429 days |
| 06/06/2024 | – | WYOMING MICH PUB SCH GO 4% 05/01/2035 CALLABLE Government security | Sale | $1,001–$15,000 | – | – | spouse | 08/13/2025 | 433 days |
| 06/06/2024 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Purchase | $15,001–$50,000 | 158.32 $ | +90.2% · S&P 500 +29.5% until sale 10/30/2025 | spouse | 08/13/2025 | 433 days |
| 06/06/2024 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $15,001–$50,000 | 23.79 $ | +717.8% · S&P 500 +29.5% until sale 10/30/2025 | spouse | 08/13/2025 | 433 days |
| 06/06/2024 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $50,001–$100,000 | 120.79 $ | +67.8% · S&P 500 +29.5% until sale 10/30/2025 | spouse | 08/13/2025 | 433 days |
| 06/06/2024 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $1,001–$15,000 | 166.78 $ | -8.3% · S&P 500 +8.8% until sale 10/23/2024 | spouse | 08/13/2025 | 433 days |
| 03/11/2024 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Purchase | $15,001–$50,000 | 135.26 $ | +122.7% · S&P 500 +35.9% until sale 10/30/2025 | spouse | 08/13/2025 | 520 days |
| 03/11/2024 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $15,001–$50,000 | 85.63 $ | +136.6% · S&P 500 +35.9% until sale 10/30/2025 | spouse | 08/13/2025 | 520 days |
| 03/11/2024 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $15,001–$50,000 | 198.39 $ | -22.9% · S&P 500 +14.1% until sale 10/23/2024 | spouse | 08/13/2025 | 520 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. This filing was submitted as scanned paper and cannot be parsed. The individual transactions appear only in the original document.
About Lisa McClain
Lisa McClain is a Republican member of the U.S. House of Representatives, representing Michigan's 9th Congressional District since 2023 after representing the state's 10th District from 2021 to 2023 — she has served in Congress since January 2021. Within the House Republican Conference, she holds a top leadership post as Conference Chair. Before entering politics, McClain spent more than three decades in the financial industry, including roles at American Express and the Hantz Group, and built businesses of her own. Like every member of Congress, she is required under the STOCK Act to publicly disclose stock trades — her own as well as those of her spouse and dependent children. Because filings tied to her account arrive unusually often, her portfolio activity is worth tracking closely. Minnow Street's table below automatically shows reported buys and sells, the legally required dollar range, and both the trade date and the filing date. One thing to keep in mind: a single disclosure is not evidence of inside information — it's simply compliance with a federal transparency law.
Frequently Asked Questions
The table above reflects, in real time, whichever securities appear in Lisa McClain's official congressional disclosures — each entry shows buy or sell, the legally required dollar range, and both the trade date and filing date. Because new filings arrive continuously, the table is a more reliable reference than any fixed list in this text.
It comes from the official disclosures U.S. members of Congress and their families are legally required to file under the STOCK Act.
The table updates automatically as new mandatory filings are submitted. Because the law allows up to 45 days between a trade and its disclosure, there is normally a lag between when a trade happens and when it becomes visible here.
Not necessarily. STOCK Act disclosure forms also capture trades made by a member's spouse or dependent children; the filing's 'owner' field indicates who actually made each trade.
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.