471 transactions across 47 symbols, dated 2025-02-05 to 2026-08-25, totalling $4,014,471 – $15,235,000 across the reported bands. We could not match this filer to a sitting member with enough confidence to link a profile, so none is linked.
Period covered: filings from 2025-01-01 to 2026-09-09. Everything Congress has filed since we began keeping the record, not a rolling window.
This is what we could read from the filings, not everything Congress filed. Assets without a ticker symbol — mutual funds, bonds, real estate and private funds — are now extracted and appear under Asset classes, though they cannot be grouped by symbol the way listed equities can. Some filings still use a layout our parser cannot read. Separately, some members file on paper: the Clerk publishes those as scans with no text layer, so there is nothing in them for any parser to read. Those are counted on their own below rather than blamed on our parser, and the original is always linked. Every filing links to the original document; where we could not read one, we say so and link it anyway. A member showing no trades here has not necessarily reported none.
Filer names are reproduced exactly as the House Clerk and Senate Electronic Financial Disclosure systems label them. Senate EFD accepts periodic transaction reports from sitting senators, Senate candidates and senior staff, so a filer listed here is not necessarily a sitting member of Congress. Follow the filing link to see the original.
Congress reports each transaction as a RANGE, not an exact figure. Totals are therefore the sum of the low ends and the sum of the high ends — a true total sits somewhere between, and a single large band can dominate a column.
1422 of 11639 transactions are assets with no ticker symbol.
111 of 1016 filings here are scanned paper documents with no text layer. We report that they exist and link them; we cannot extract their rows.
Disclosure lag is the number of days between a transaction and the filing that disclosed it — a subtraction over two dates on the document, not a judgement about either. The STOCK Act requires a report within 30 days of a member learning of a transaction and no later than 45 days after it, so a lag inside that range is what compliance looks like.
Every symbol this filer reported, by the high end of the summed bands. Select a symbol to see who else reported it.
| CHRW | $222,018 – $730,000 | 13 | 5 |
| MKL | $163,022 – $670,000 | 17 | 5 |
| MLM | $272,009 – $655,000 | 7 | 2 |
| FWONK | $193,010 – $595,000 | 9 | 1 |
| HUBB | $156,015 – $565,000 | 14 | 1 |
| LTH | $155,014 – $550,000 | 13 | 1 |
| SCI | $163,015 – $545,000 | 15 | |
| VIK | $131,018 – $540,000 | 2 | 16 |
| ITT | $251,002 – $515,000 | 1 | 1 |
| NDAQ | $139,012 – $485,000 | 11 | 1 |
| BRO | $127,014 – $480,000 | 9 | 5 |
| BWXT | $150,009 – $475,000 | 8 | 1 |
| ENTG | $114,015 – $460,000 | 10 | 5 |
| LH | $114,015 – $460,000 | 11 | 4 |
| TDG | $125,012 – $450,000 | 11 | 1 |
| SGI | $123,010 – $420,000 | 5 | 5 |
| PAYX | $111,012 – $415,000 | 7 | 5 |
| STE | $110,011 – $400,000 | 5 | 6 |
| TSCO | $49,021 – $385,000 | 12 | 9 |
| CNM | $132,005 – $380,000 | 1 | 4 |
| LYV | $108,009 – $370,000 | 9 | |
| EME | $107,008 – $355,000 | 5 | 3 |
| CPAY | $56,014 – $315,000 | 4 | 10 |
| MIDD | $44,016 – $310,000 | 16 | |
| TRMB | $103,004 – $295,000 | 4 | |
| Westinghouse Air Brake Technologies Corporation Common Stock (WAB) $25 | $100,001 – $250,000 | 1 | |
| BJ | $16,016 – $240,000 | 8 | 8 |
| JLL | $25,011 – $200,000 | 5 | 6 |
| ROL | $68,005 – $195,000 | 4 | 1 |
| TDY | $36,008 – $190,000 | 8 | |
| CLH | $24,010 – $185,000 | 2 | 8 |
| FBIN | $24,010 – $185,000 | 2 | 8 |
| PKG | $55,006 – $175,000 | 5 | 1 |
| MORN | $23,009 – $170,000 | 1 | 8 |
| TECH | $11,011 – $165,000 | 5 | 6 |
| IDXX | $11,011 – $165,000 | 7 | 4 |
| DAY | $34,006 – $160,000 | 6 | |
| PTC | $21,007 – $140,000 | 2 | 5 |
| WAB | $9,009 – $135,000 | 9 | |
| CDW | $9,009 – $135,000 | 1 | 8 |
| Westinghouse Air Brake Technologies Corporation Common Stock (WAB) $50 | $30,002 – $100,000 | 2 | |
| ESE | $18,004 – $95,000 | 3 | 1 |
| PWR | $18,004 – $95,000 | 4 | |
| AOS | $18,004 – $95,000 | 4 | |
| TPX | $6,006 – $90,000 | 6 | |
| TTC | $5,005 – $75,000 | 5 | |
| MFP | $16,002 – $65,000 | 1 | |
| CACI | $4,004 – $60,000 | 2 | 2 |
| RVTY | $15,001 – $50,000 | 1 |
Newest first, with the date it was disclosed and the gap between the two. Sort by lag to see the slowest disclosures, or filter by symbol.
| 2026-08-25 | 2026-09-09 | 15d | BRO Brown & Brown, Inc. Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | BWXT BWX Technologies, Inc. Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | CHRW Common Stock | Sale | $50,001 – $100,000 | — |
| 2026-08-25 | 2026-09-09 | 15d | CNM Core & Main, Inc. Class A Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | EME EMCOR Group, Inc. Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | ENTG Entegris, Inc. - Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | ESE ESCO Technologies Inc. Common Stock | Sale | $15,001 – $50,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | HUBB Hubbell Inc Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | ITT ITT Inc. Common Stock | Sale | $250,001 – $500,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | LH Labcorp Holdings Inc. Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | LTH Life Time Group Holdings, Inc. Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | LYV Live Nation Entertainment, Inc. Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | MKL Markel Group Inc. Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | MLM Martin Marietta Materials, Inc. Common Stock | Sale | $250,001 – $500,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | NDAQ Nasdaq, Inc. - Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | PKG Packaging Corporation of America Common Stock | Sale | $50,001 – $100,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | PAYX Paychex, Inc. - Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | ROL Rollins, Inc. Common Stock | Sale | $50,001 – $100,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | SCI Service Corporation International Common Stock | Sale | $50,001 – $100,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | SCI Common Stock | Sale | $100,001 – $250,000 | — |
| 2026-08-25 | 2026-09-09 | 15d | SGI Somnigroup International Inc. Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | STE STERIS plc | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | TDY Teledyne Technologies Incorporated Common Stock | Sale | $15,001 – $50,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | MIDD The Middleby Corporation - Common Stock | Sale | $15,001 – $50,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | TSCO Tractor Supply Company - Common Stock | Sale | $15,001 – $50,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | TDG Transdigm Group Incorporated Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | TRMB Trimble Inc. - Common Stock | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | VIK Viking Holdings Ltd Ordinary Shares | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-25 | 2026-09-09 | 15d | Westinghouse Air Brake Technologies Corporation Common S | Sale | $100,001 – $250,000 | dependent child |
| 2026-08-24 | 2026-09-09 | 16d | ESE ESCO Technologies Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-24 | 2026-09-09 | 16d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-24 | 2026-09-09 | 16d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-24 | 2026-09-09 | 16d | TDY Teledyne Technologies Incorporated Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-24 | 2026-09-09 | 16d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-24 | 2026-09-09 | 16d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $15,001 – $50,000 | dependent child |
| 2026-08-21 | 2026-09-09 | 19d | TDY Teledyne Technologies Incorporated Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-20 | 2026-09-09 | 20d | ESE ESCO Technologies Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-20 | 2026-09-09 | 20d | TDY Teledyne Technologies Incorporated Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-19 | 2026-09-09 | 21d | ESE ESCO Technologies Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-19 | 2026-09-09 | 21d | HUBB Hubbell Inc Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-08-19 | 2026-09-09 | 21d | MLM Martin Marietta Materials, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-19 | 2026-09-09 | 21d | TDY Teledyne Technologies Incorporated Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-18 | 2026-09-09 | 22d | HUBB Hubbell Inc Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-17 | 2026-09-09 | 23d | LYV Live Nation Entertainment, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-14 | 2026-09-09 | 26d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-14 | 2026-09-09 | 26d | HUBB Hubbell Inc Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-14 | 2026-09-09 | 26d | LYV Live Nation Entertainment, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-12 | 2026-09-09 | 28d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-12 | 2026-09-09 | 28d | TSCO Tractor Supply Company - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-10 | 2026-09-09 | 30d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-07 | 2026-09-09 | 33d | CPAY Corpay, Inc. Common Stock | Sale | $15,001 – $50,000 | dependent child |
| 2026-08-07 | 2026-09-09 | 33d | LH Labcorp Holdings Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-07 | 2026-09-09 | 33d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Purchase | $15,001 – $50,000 | dependent child |
| 2026-08-07 | 2026-09-09 | 33d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-06 | 2026-09-09 | 34d | CPAY Corpay, Inc. Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2026-08-06 | 2026-09-09 | 34d | LH Labcorp Holdings Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-06 | 2026-09-09 | 34d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-06 | 2026-09-09 | 34d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-06 | 2026-09-09 | 34d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-05 | 2026-09-09 | 35d | LH Labcorp Holdings Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-05 | 2026-09-09 | 35d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-05 | 2026-09-09 | 35d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-04 | 2026-09-09 | 36d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-04 | 2026-09-09 | 36d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-04 | 2026-09-09 | 36d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-03 | 2026-09-09 | 37d | BWXT BWX Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-03 | 2026-09-09 | 37d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-08-03 | 2026-09-09 | 37d | CPAY Corpay, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-03 | 2026-09-09 | 37d | HUBB Hubbell Inc Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-08-03 | 2026-09-09 | 37d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Purchase | $15,001 – $50,000 | dependent child |
| 2026-08-03 | 2026-09-09 | 37d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-08-03 | 2026-09-09 | 37d | MFP Midera Food Processing, Inc. - Common Stock | Sale | $15,001 – $50,000 | dependent child |
| 2026-08-03 | 2026-09-09 | 37d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-08-03 | 2026-09-09 | 37d | Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $15,001 – $50,000 | dependent child |
| 2026-07-31 | 2026-08-03 | 3d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-31 | 2026-08-03 | 3d | CPAY Corpay, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-31 | 2026-08-03 | 3d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-31 | 2026-08-03 | 3d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-31 | 2026-08-03 | 3d | STE STERIS plc | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-30 | 2026-08-03 | 4d | BWXT BWX Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-30 | 2026-08-03 | 4d | CPAY Corpay, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-30 | 2026-08-03 | 4d | ENTG Entegris, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-30 | 2026-08-03 | 4d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-30 | 2026-08-03 | 4d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-30 | 2026-08-03 | 4d | SGI Somnigroup International Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-29 | 2026-08-03 | 5d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-29 | 2026-08-03 | 5d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-29 | 2026-08-03 | 5d | MKL Markel Group Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-29 | 2026-08-03 | 5d | STE STERIS plc | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-28 | 2026-08-03 | 6d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-28 | 2026-08-03 | 6d | CLH Clean Harbors, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-28 | 2026-08-03 | 6d | CPAY Corpay, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-28 | 2026-08-03 | 6d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-28 | 2026-08-03 | 6d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-28 | 2026-08-03 | 6d | MKL Markel Group Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-28 | 2026-08-03 | 6d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-28 | 2026-08-03 | 6d | WAB Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-27 | 2026-08-03 | 7d | BWXT BWX Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-27 | 2026-08-03 | 7d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-27 | 2026-08-03 | 7d | CLH Clean Harbors, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-27 | 2026-08-03 | 7d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-27 | 2026-08-03 | 7d | MKL Markel Group Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-27 | 2026-08-03 | 7d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-27 | 2026-08-03 | 7d | STE STERIS plc | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-27 | 2026-08-03 | 7d | TSCO Tractor Supply Company - Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2026-07-24 | 2026-08-03 | 10d | BWXT BWX Technologies, Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-24 | 2026-08-03 | 10d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-24 | 2026-08-03 | 10d | CLH Clean Harbors, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-24 | 2026-08-03 | 10d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-24 | 2026-08-03 | 10d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-24 | 2026-08-03 | 10d | MKL Markel Group Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-24 | 2026-08-03 | 10d | MLM Martin Marietta Materials, Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-24 | 2026-08-03 | 10d | STE STERIS plc | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-23 | 2026-08-03 | 11d | HUBB Hubbell Inc Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-23 | 2026-08-03 | 11d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Purchase | $15,001 – $50,000 | dependent child |
| 2026-07-23 | 2026-08-03 | 11d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-23 | 2026-08-03 | 11d | Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $15,001 – $50,000 | dependent child |
| 2026-07-22 | 2026-08-03 | 12d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-21 | 2026-08-03 | 13d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-21 | 2026-08-03 | 13d | LYV Live Nation Entertainment, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-20 | 2026-08-03 | 14d | CHRW Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-20 | 2026-08-03 | 14d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-20 | 2026-08-03 | 14d | LYV Live Nation Entertainment, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-20 | 2026-08-03 | 14d | MLM Martin Marietta Materials, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-20 | 2026-08-03 | 14d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-17 | 2026-08-03 | 17d | CPAY Corpay, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-17 | 2026-08-03 | 17d | LTH Life Time Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-17 | 2026-08-03 | 17d | MLM Martin Marietta Materials, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-17 | 2026-08-03 | 17d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-16 | 2026-08-03 | 18d | CPAY Corpay, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-15 | 2026-08-03 | 19d | CPAY Corpay, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-08 | 2026-08-03 | 26d | ENTG Entegris, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-07-08 | 2026-08-03 | 26d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-07-07 | 2026-08-03 | 27d | MFP Midera Food Processing, Inc. - Common Stock | Exchange | $1,001 – $15,000 | dependent child |
| 2026-07-02 | 2026-08-03 | 32d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-06-15 | 2026-07-07 | 22d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-06-15 | 2026-07-07 | 22d | WAB Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-06-12 | 2026-07-07 | 25d | CNM Core & Main, Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-06-12 | 2026-07-07 | 25d | CPAY Corpay, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-06-12 | 2026-07-07 | 25d | LYV Live Nation Entertainment, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-06-12 | 2026-07-07 | 25d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-06-12 | 2026-07-07 | 25d | WAB Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-06-10 | 2026-07-07 | 27d | WAB Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-06-09 | 2026-07-07 | 28d | HUBB Hubbell Inc Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-06-08 | 2026-07-07 | 29d | ENTG Entegris, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-06-08 | 2026-07-07 | 29d | HUBB Hubbell Inc Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-06-05 | 2026-07-07 | 32d | ENTG Entegris, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-06-04 | 2026-07-07 | 33d | HUBB Hubbell Inc Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-06-04 | 2026-07-07 | 33d | WAB Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-06-03 | 2026-07-07 | 34d | HUBB Hubbell Inc Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-06-02 | 2026-07-07 | 35d | LYV Live Nation Entertainment, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-06-01 | 2026-07-07 | 36d | LYV Live Nation Entertainment, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-29 | 2026-06-05 | 7d | HUBB Hubbell Inc Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-28 | 2026-06-05 | 8d | CHRW Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-28 | 2026-06-05 | 8d | EME EMCOR Group, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-28 | 2026-06-05 | 8d | HUBB Hubbell Inc Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-28 | 2026-06-05 | 8d | MLM Martin Marietta Materials, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-28 | 2026-06-05 | 8d | TSCO Tractor Supply Company - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-28 | 2026-06-05 | 8d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-27 | 2026-06-05 | 9d | TSCO Tractor Supply Company - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-27 | 2026-06-05 | 9d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-26 | 2026-06-05 | 10d | TSCO Tractor Supply Company - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-22 | 2026-06-05 | 14d | TSCO Tractor Supply Company - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-22 | 2026-06-05 | 14d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-21 | 2026-06-05 | 15d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-21 | 2026-06-05 | 15d | ENTG Entegris, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-21 | 2026-06-05 | 15d | HUBB Hubbell Inc Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-21 | 2026-06-05 | 15d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-19 | 2026-06-05 | 17d | CDW CDW Corporation - Common Stock | Sale | $1,001 – $15,000 | dependent child |
| 2026-05-18 | 2026-06-05 | 18d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-18 | 2026-06-05 | 18d | CDW CDW Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-18 | 2026-06-05 | 18d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-18 | 2026-06-05 | 18d | TSCO Tractor Supply Company - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-15 | 2026-06-05 | 21d | BWXT BWX Technologies, Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-05-15 | 2026-06-05 | 21d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-15 | 2026-06-05 | 21d | CDW CDW Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-15 | 2026-06-05 | 21d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-15 | 2026-06-05 | 21d | TSCO Tractor Supply Company - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-14 | 2026-06-05 | 22d | BWXT BWX Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-14 | 2026-06-05 | 22d | CDW CDW Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-14 | 2026-06-05 | 22d | HUBB Hubbell Inc Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-05-14 | 2026-06-05 | 22d | PWR Quanta Services, Inc. Common Stock | Sale | $15,001 – $50,000 | dependent child |
| 2026-05-14 | 2026-06-05 | 22d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-13 | 2026-06-05 | 23d | HUBB Hubbell Inc Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-13 | 2026-06-05 | 23d | PWR Quanta Services, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-13 | 2026-06-05 | 23d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-08 | 2026-06-05 | 28d | BWXT BWX Technologies, Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-05-08 | 2026-06-05 | 28d | ENTG Entegris, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-08 | 2026-06-05 | 28d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-08 | 2026-06-05 | 28d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-07 | 2026-06-05 | 29d | BWXT BWX Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-07 | 2026-06-05 | 29d | ENTG Entegris, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-07 | 2026-06-05 | 29d | FBIN Fortune Brands Innovations, Inc. Common Stock | Sale | $1,001 – $15,000 | dependent child |
| 2026-05-07 | 2026-06-05 | 29d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-07 | 2026-06-05 | 29d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-07 | 2026-06-05 | 29d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-06 | 2026-06-05 | 30d | FBIN Fortune Brands Innovations, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-06 | 2026-06-05 | 30d | MORN Morningstar, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-06 | 2026-06-05 | 30d | PKG Packaging Corporation of America Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-04 | 2026-06-05 | 32d | FBIN Fortune Brands Innovations, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-04 | 2026-06-05 | 32d | MORN Morningstar, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-01 | 2026-06-05 | 35d | CLH Clean Harbors, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-05-01 | 2026-06-05 | 35d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-05-01 | 2026-06-05 | 35d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-04-30 | 2026-05-06 | 6d | CLH Clean Harbors, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-04-30 | 2026-05-06 | 6d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-04-30 | 2026-05-06 | 6d | SCI Service Corporation International Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-04-30 | 2026-05-06 | 6d | STE STERIS plc | Purchase | $1,001 – $15,000 | dependent child |
| 2026-04-29 | 2026-05-06 | 7d | PKG Packaging Corporation of America Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-04-29 | 2026-05-06 | 7d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-04-24 | 2026-05-06 | 12d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2026-04-24 | 2026-05-06 | 12d | FBIN Fortune Brands Innovations, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-04-24 | 2026-05-06 | 12d | NDAQ Nasdaq, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-04-24 | 2026-05-06 | 12d | PKG Packaging Corporation of America Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-04-21 | 2026-05-06 | 15d | PAYX Paychex, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-04-20 | 2026-05-06 | 16d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-04-20 | 2026-05-06 | 16d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-04-17 | 2026-05-06 | 19d | BRO Brown & Brown, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-04-17 | 2026-05-06 | 19d | MORN Morningstar, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-04-17 | 2026-05-06 | 19d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-04-16 | 2026-05-06 | 20d | MORN | Partial sale | $1,001 – $15,000 | — |
| 2026-04-16 | 2026-05-06 | 20d | PAYX Paychex, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-04-16 | 2026-05-06 | 20d | TDG Transdigm Group Incorporated Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-04-16 | 2026-05-06 | 20d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-04-15 | 2026-05-06 | 21d | ENTG Entegris, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-04-15 | 2026-05-06 | 21d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-04-08 | 2026-05-06 | 28d | TECH Bio-Techne Corp - Common Stock | Sale | $1,001 – $15,000 | dependent child |
| 2026-03-31 | 2026-04-06 | 6d | ENTG Entegris, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-31 | 2026-04-06 | 6d | NDAQ Nasdaq, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-31 | 2026-04-06 | 6d | ROL Rollins, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-31 | 2026-04-06 | 6d | SGI Somnigroup International Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-31 | 2026-04-06 | 6d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-26 | 2026-04-06 | 11d | TECH Bio-Techne Corp - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-03-20 | 2026-04-06 | 17d | PKG Packaging Corporation of America Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-18 | 2026-04-06 | 19d | NDAQ Nasdaq, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-17 | 2026-04-06 | 20d | PKG Packaging Corporation of America Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-16 | 2026-04-06 | 21d | SGI Somnigroup International Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-16 | 2026-04-06 | 21d | STE STERIS plc | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-16 | 2026-04-06 | 21d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-13 | 2026-04-06 | 24d | JLL Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-06 | 24d | SGI Somnigroup International Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-10 | 2026-04-06 | 27d | EME EMCOR Group, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-10 | 2026-04-06 | 27d | NDAQ Nasdaq, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-09 | 2026-04-06 | 28d | EME EMCOR Group, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-09 | 2026-04-06 | 28d | MLM Martin Marietta Materials, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-09 | 2026-04-06 | 28d | NDAQ Nasdaq, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-09 | 2026-04-06 | 28d | SGI Somnigroup International Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-05 | 2026-04-06 | 32d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Sale | $1,001 – $15,000 | dependent child |
| 2026-03-04 | 2026-04-06 | 33d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-03-04 | 2026-04-06 | 33d | NDAQ Nasdaq, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-04 | 2026-04-06 | 33d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-03 | 2026-04-06 | 34d | EME EMCOR Group, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-03-03 | 2026-04-06 | 34d | NDAQ Nasdaq, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-27 | 2026-03-10 | 11d | EME EMCOR Group, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-27 | 2026-03-10 | 11d | JLL Jones Lang LaSalle Incorporated Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-27 | 2026-03-10 | 11d | NDAQ Nasdaq, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-25 | 2026-03-10 | 13d | MORN Morningstar, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-24 | 2026-03-10 | 14d | TECH Bio-Techne Corp - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-24 | 2026-03-10 | 14d | CDW CDW Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-24 | 2026-03-10 | 14d | FBIN Fortune Brands Innovations, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-24 | 2026-03-10 | 14d | JLL Jones Lang LaSalle Incorporated Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-24 | 2026-03-10 | 14d | PAYX Paychex, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-23 | 2026-03-10 | 15d | CLH Clean Harbors, Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-02-23 | 2026-03-10 | 15d | ENTG Entegris, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-23 | 2026-03-10 | 15d | JLL Jones Lang LaSalle Incorporated Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-23 | 2026-03-10 | 15d | PAYX Paychex, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-20 | 2026-03-10 | 18d | ROL Rollins, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-19 | 2026-03-10 | 19d | MORN Morningstar, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-18 | 2026-03-10 | 20d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-18 | 2026-03-10 | 20d | JLL Jones Lang LaSalle Incorporated Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-18 | 2026-03-10 | 20d | ROL Rollins, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-18 | 2026-03-10 | 20d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-17 | 2026-03-10 | 21d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-13 | 2026-03-10 | 25d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-13 | 2026-03-10 | 25d | BRO | Purchase | $15,001 – $50,000 | — |
| 2026-02-13 | 2026-03-10 | 25d | ROL Rollins, Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2026-02-11 | 2026-03-10 | 27d | JLL Jones Lang LaSalle Incorporated Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2026-02-11 | 2026-03-10 | 27d | LH Labcorp Holdings Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-11 | 2026-03-10 | 27d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-11 | 2026-03-10 | 27d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-10 | 2026-03-10 | 28d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-09 | 2026-03-10 | 29d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-09 | 2026-03-10 | 29d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-09 | 2026-03-10 | 29d | ENTG Entegris, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-09 | 2026-03-10 | 29d | SGI Somnigroup International Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-09 | 2026-03-10 | 29d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-06 | 2026-03-10 | 32d | BRO Brown & Brown, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-06 | 2026-03-10 | 32d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-06 | 2026-03-10 | 32d | MORN Morningstar, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-06 | 2026-03-10 | 32d | STE STERIS plc | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-06 | 2026-03-10 | 32d | MIDD The Middleby Corporation - Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2026-02-05 | 2026-03-10 | 33d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-05 | 2026-03-10 | 33d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-04 | 2026-03-10 | 34d | EME EMCOR Group, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-04 | 2026-03-10 | 34d | LH Labcorp Holdings Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-02-03 | 2026-03-10 | 35d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-02-02 | 2026-03-10 | 36d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-30 | 2026-02-02 | 3d | PTC PTC Inc. - Common Stock | Sale | $1,001 – $15,000 | dependent child |
| 2026-01-30 | 2026-02-02 | 3d | WAB Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-29 | 2026-02-02 | 4d | TRMB Trimble Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-28 | 2026-02-02 | 5d | TECH Bio-Techne Corp - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-28 | 2026-02-02 | 5d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-28 | 2026-02-02 | 5d | LH Labcorp Holdings Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2026-01-28 | 2026-02-02 | 5d | TRMB Trimble Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-23 | 2026-02-02 | 10d | PTC PTC Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-22 | 2026-02-02 | 11d | SGI Somnigroup International Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-22 | 2026-02-02 | 11d | WAB Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-15 | 2026-02-02 | 18d | MORN Morningstar, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-14 | 2026-02-02 | 19d | WAB Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-13 | 2026-02-02 | 20d | IDXX IDEXX Laboratories, Inc. - Common Stock | Sale | $1,001 – $15,000 | dependent child |
| 2026-01-13 | 2026-02-02 | 20d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2026-01-12 | 2026-02-02 | 21d | SGI Somnigroup International Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-12-12 | 2026-01-05 | 24d | BRO Brown & Brown, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-12-12 | 2026-01-05 | 24d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-12-05 | 2026-01-05 | 31d | TECH Bio-Techne Corp - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-12-05 | 2026-01-05 | 31d | BRO Brown & Brown, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-12-05 | 2026-01-05 | 31d | CDW CDW Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-12-05 | 2026-01-05 | 31d | PTC PTC Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-12-03 | 2026-01-05 | 33d | CLH Clean Harbors, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-12-02 | 2026-01-05 | 34d | TECH Bio-Techne Corp - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-12-02 | 2026-01-05 | 34d | CDW CDW Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-12-02 | 2026-01-05 | 34d | IDXX Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-02 | 2026-01-05 | 34d | MLM Martin Marietta Materials, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-12-02 | 2026-01-05 | 34d | PTC PTC Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-12-02 | 2026-01-05 | 34d | PWR Quanta Services, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-12-02 | 2026-01-05 | 34d | TDY Teledyne Technologies Incorporated Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-12-02 | 2026-01-05 | 34d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-11-20 | 2025-12-08 | 18d | BRO Brown & Brown, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-11-17 | 2025-12-08 | 21d | EME EMCOR Group, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-11-17 | 2025-12-08 | 21d | LH Labcorp Holdings Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-11-17 | 2025-12-08 | 21d | PWR Quanta Services, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-11-03 | 2025-12-08 | 35d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-10-31 | 2025-11-04 | 4d | BRO Brown & Brown, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-10-31 | 2025-11-04 | 4d | FBIN Fortune Brands Innovations, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-10-31 | 2025-11-04 | 4d | LH Labcorp Holdings Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-10-31 | 2025-11-04 | 4d | TDY Teledyne Technologies Incorporated Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-10-31 | 2025-11-04 | 4d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-10-29 | 2025-11-04 | 6d | BRO Brown & Brown, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-10-29 | 2025-11-04 | 6d | FBIN Fortune Brands Innovations, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-10-29 | 2025-11-04 | 6d | LH Labcorp Holdings Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-10-22 | 2025-11-04 | 13d | TECH Bio-Techne Corp - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-10-22 | 2025-11-04 | 13d | NDAQ Nasdaq, Inc. - Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2025-10-22 | 2025-11-04 | 13d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-10-16 | 2025-11-04 | 19d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-10-16 | 2025-11-04 | 19d | IDXX Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-15 | 2025-11-04 | 20d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-10-09 | 2025-11-04 | 26d | NDAQ Nasdaq, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-10-01 | 2025-11-04 | 34d | PAYX Paychex, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-09-19 | 2025-10-06 | 17d | NDAQ Nasdaq, Inc. - Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2025-09-19 | 2025-10-06 | 17d | SGI Somnigroup International Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-09-18 | 2025-10-06 | 18d | BRO Brown & Brown, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-09-18 | 2025-10-06 | 18d | JLL Jones Lang LaSalle Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-09-18 | 2025-10-06 | 18d | STE STERIS plc | Purchase | $1,001 – $15,000 | dependent child |
| 2025-09-18 | 2025-10-06 | 18d | MIDD The Middleby Corporation - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-09-11 | 2025-10-06 | 25d | DAY Dayforce, Inc. Common Stock | Sale | $1,001 – $15,000 | dependent child |
| 2025-09-11 | 2025-10-06 | 25d | STE STERIS plc | Purchase | $1,001 – $15,000 | dependent child |
| 2025-08-25 | 2025-09-02 | 8d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-08-21 | 2025-09-02 | 12d | MKL Markel Group Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2025-08-19 | 2025-09-02 | 14d | DAY Dayforce, Inc. Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2025-08-13 | 2025-09-02 | 20d | VIK Viking Holdings Ltd Ordinary Shares | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-08-11 | 2025-09-02 | 22d | CNM Core & Main, Inc. Class A Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2025-08-07 | 2025-09-02 | 26d | CLH Clean Harbors, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-08-07 | 2025-09-02 | 26d | IDXX IDEXX Laboratories, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-08-07 | 2025-09-02 | 26d | IDXX Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-07 | 2025-09-02 | 26d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-08-04 | 2025-09-02 | 29d | CNM Core & Main, Inc. Class A Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2025-08-02 | 2025-09-02 | 31d | MORN Morningstar, Inc. - Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2025-08-01 | 2025-09-02 | 32d | TECH Bio-Techne Corp - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-08-01 | 2025-09-02 | 32d | MKL Markel Group Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2025-08-01 | 2025-09-02 | 32d | MLM Martin Marietta Materials, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-08-01 | 2025-09-02 | 32d | PTC PTC Inc. - Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2025-07-28 | 2025-08-05 | 8d | ENTG Entegris, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-07-25 | 2025-08-05 | 11d | BRO Brown & Brown, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-07-25 | 2025-08-05 | 11d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-07-11 | 2025-08-05 | 25d | PTC PTC Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-07-09 | 2025-08-05 | 27d | CDW CDW Corporation - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-07-09 | 2025-08-05 | 27d | ENTG Entegris, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-07-09 | 2025-08-05 | 27d | IDXX IDEXX Laboratories, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-07-09 | 2025-08-05 | 27d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-06-26 | 2025-07-02 | 6d | PAYX Paychex, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-06-26 | 2025-07-02 | 6d | STE STERIS plc | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-06-20 | 2025-07-02 | 12d | CLH Clean Harbors, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-06-06 | 2025-07-02 | 26d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-06-06 | 2025-07-02 | 26d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-05-29 | 2025-06-02 | 4d | FBIN Fortune Brands Innovations, Inc. Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2025-05-28 | 2025-06-02 | 5d | TTC Toro Company | Sale | $1,001 – $15,000 | dependent child |
| 2025-05-27 | 2025-06-02 | 6d | DAY Dayforce, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-05-27 | 2025-06-02 | 6d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-05-27 | 2025-06-02 | 6d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-05-26 | 2025-07-02 | 37d | TECH Bio-Techne Corp - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-05-13 | 2025-06-02 | 20d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-05-13 | 2025-06-02 | 20d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-05-07 | 2025-06-02 | 26d | DAY Dayforce, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-05-07 | 2025-06-02 | 26d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-05-05 | 2025-06-02 | 28d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-29 | 2025-05-02 | 3d | TECH Bio-Techne Corp - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-29 | 2025-05-02 | 3d | TTC Toro Company | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-04-28 | 2025-05-02 | 4d | DAY Dayforce, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-04-24 | 2025-05-02 | 8d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-16 | 2025-05-02 | 16d | AOS A.O. Smith Corporation Common Stock | Sale | $1,001 – $15,000 | dependent child |
| 2025-04-10 | 2025-05-02 | 22d | AOS A.O. Smith Corporation Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-04-10 | 2025-05-02 | 22d | TTC Toro Company | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-04-09 | 2025-05-02 | 23d | TECH Bio-Techne Corp - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-09 | 2025-05-02 | 23d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-09 | 2025-05-02 | 23d | IDXX IDEXX Laboratories, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-09 | 2025-05-02 | 23d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-09 | 2025-05-02 | 23d | PAYX Paychex, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-07 | 2025-05-02 | 25d | CACI Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-07 | 2025-05-02 | 25d | IDXX IDEXX Laboratories, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-04 | 2025-05-02 | 28d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-04 | 2025-05-02 | 28d | IDXX IDEXX Laboratories, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-02 | 2025-05-02 | 30d | TTC Toro Company | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-04-01 | 2025-05-02 | 31d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-01 | 2025-05-02 | 31d | IDXX IDEXX Laboratories, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-04-01 | 2025-05-02 | 31d | PTC PTC Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-03-25 | 2025-04-02 | 8d | WAB Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-03-20 | 2025-04-02 | 13d | TTC Toro Company | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-03-18 | 2025-04-02 | 15d | DAY Dayforce, Inc. Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2025-03-17 | 2025-04-02 | 16d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-03-14 | 2025-04-02 | 19d | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-03-14 | 2025-04-02 | 19d | IDXX IDEXX Laboratories, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-03-14 | 2025-04-02 | 19d | JLL Jones Lang LaSalle Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-03-13 | 2025-04-02 | 20d | CPAY Corpay, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-03-10 | 2025-04-02 | 23d | JLL Jones Lang LaSalle Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-03-10 | 2025-04-02 | 23d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-03-07 | 2025-04-02 | 26d | JLL Jones Lang LaSalle Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-03-07 | 2025-04-02 | 26d | MKL Markel Group Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2025-03-06 | 2025-04-02 | 27d | AOS A.O. Smith Corporation Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-03-06 | 2025-04-02 | 27d | MKL Markel Group Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-03-05 | 2025-04-02 | 28d | ITT ITT Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-03-05 | 2025-04-02 | 28d | JLL Jones Lang LaSalle Incorporated Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-03-05 | 2025-04-02 | 28d | VIK Viking Holdings Ltd Ordinary Shares | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-28 | 2025-03-20 | 20d | CPAY Corpay, Inc. Common Stock | Purchase | $15,001 – $50,000 | dependent child |
| 2025-02-28 | 2025-03-20 | 20d | LH Labcorp Holdings Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-28 | 2025-03-20 | 20d | RVTY Revvity, Inc. Common Stock | Sale | $15,001 – $50,000 | dependent child |
| 2025-02-28 | 2025-03-20 | 20d | TPX Tempur Sealy International, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-27 | 2025-03-20 | 21d | CACI CACI International, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-27 | 2025-03-20 | 21d | LH Labcorp Holdings Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-27 | 2025-03-20 | 21d | PAYX Paychex, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-22 | 2025-03-20 | 26d | CACI CACI International, Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-22 | 2025-03-20 | 26d | CPAY Corpay, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-22 | 2025-03-20 | 26d | TDY Teledyne Technologies Incorporated Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2025-02-22 | 2025-03-20 | 26d | TPX Tempur Sealy International, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-21 | 2025-03-20 | 27d | PAYX Paychex, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-21 | 2025-03-20 | 27d | TPX Tempur Sealy International, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-18 | 2025-03-20 | 30d | AOS A.O. Smith Corporation Common Stock | Partial sale | $15,001 – $50,000 | dependent child |
| 2025-02-18 | 2025-03-20 | 30d | CACI CACI International, Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-17 | 2025-03-20 | 31d | ENTG Entegris, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-17 | 2025-03-20 | 31d | FBIN Fortune Brands Innovations, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-17 | 2025-03-20 | 31d | LH Labcorp Holdings Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-17 | 2025-03-20 | 31d | TPX Tempur Sealy International, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-17 | 2025-03-20 | 31d | VIK Viking Holdings Ltd Ordinary Shares | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-16 | 2025-03-20 | 32d | TPX Tempur Sealy International, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-15 | 2025-03-20 | 33d | TPX Tempur Sealy International, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-14 | 2025-03-20 | 34d | LYV Live Nation Entertainment, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-10 | 2025-03-20 | 38d | BRO Brown & Brown, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-10 | 2025-03-20 | 38d | CDW | Partial sale | $1,001 – $15,000 | — |
| 2025-02-10 | 2025-03-20 | 38d | TRMB Trimble Inc. - Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-09 | 2025-03-20 | 39d | PAYX Paychex, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-09 | 2025-03-20 | 39d | TSCO Tractor Supply Company - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-08 | 2025-03-20 | 40d | CNM Core & Main, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-08 | 2025-03-20 | 40d | FBIN Fortune Brands Innovations, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-08 | 2025-03-20 | 40d | LH Labcorp Holdings Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-07 | 2025-03-20 | 41d | CLH Clean Harbors, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-06 | 2025-03-20 | 42d | BRO Brown & Brown, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-06 | 2025-03-20 | 42d | CPAY Corpay, Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-05 | 2025-03-20 | 43d | BRO Brown & Brown, Inc. Common Stock | Partial sale | $1,001 – $15,000 | dependent child |
| 2025-02-05 | 2025-03-20 | 43d | LH Labcorp Holdings Inc. Common Stock | Purchase | $1,001 – $15,000 | dependent child |
| 2025-02-05 | 2025-03-20 | 43d | PAYX Paychex, Inc. - Common Stock | Purchase | $1,001 – $15,000 | dependent child |
Sums and counts over House Clerk and Senate EFD periodic transaction reports. No model call; every row links to the filing it came from. Generated 2026-09-11T10:41:55.189Z. All congressional trading →