545 transactions across 220 symbols, dated 2024-12-03 to 2026-07-24, totalling $17,054,545 – $79,985,000 across the reported bands. Voting record and sponsored bills →
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.
| MSFT | $16,358,031 – $71,820,000 | 15 | 16 |
| Visa Inc. (V) | $18,018 – $270,000 | 10 | 8 |
| LLY | $13,013 – $195,000 | 1 | 12 |
| TSLA | $12,012 – $180,000 | 8 | 4 |
| GLW | $20,006 – $125,000 | 4 | 2 |
| WMT | $8,008 – $120,000 | 7 | 1 |
| HD | $19,005 – $110,000 | 1 | 4 |
| NSRGY | $7,007 – $105,000 | 1 | 6 |
| UBER | $7,007 – $105,000 | 1 | 6 |
| NVDA | $7,007 – $105,000 | 1 | 6 |
| AAPL | $7,007 – $105,000 | 1 | 6 |
| GS | $18,004 – $95,000 | 2 | 2 |
| APD | $18,004 – $95,000 | 1 | 3 |
| TEL | $18,004 – $95,000 | 2 | 2 |
| IBM | $6,006 – $90,000 | 1 | 5 |
| BABA | $6,006 – $90,000 | 3 | 3 |
| ABT | $6,006 – $90,000 | 3 | 3 |
| BRK.B | $6,006 – $90,000 | 1 | 5 |
| ISRG | $6,006 – $90,000 | 6 | |
| JNJ | $6,006 – $90,000 | 4 | 2 |
| ABBV | $5,005 – $75,000 | 3 | 2 |
| MMM | $5,005 – $75,000 | 3 | 2 |
| NOW | $5,005 – $75,000 | 1 | 4 |
| KKR | $5,005 – $75,000 | 5 | |
| AVGO | $5,005 – $75,000 | 2 | 3 |
| CRM | $5,005 – $75,000 | 3 | 2 |
| UNP | $5,005 – $75,000 | 3 | 2 |
| FI | $5,005 – $75,000 | 4 | 1 |
| DHI | $5,005 – $75,000 | 2 | 3 |
| MA | $5,005 – $75,000 | 2 | 3 |
| MRK | $16,002 – $65,000 | 1 | 1 |
| PANW | $4,004 – $60,000 | 2 | 2 |
| TWLO | $4,004 – $60,000 | 3 | 1 |
| IFNNY | $4,004 – $60,000 | 1 | 3 |
| SSMXY | $4,004 – $60,000 | 1 | 3 |
| APP | $4,004 – $60,000 | 2 | 2 |
| TLK | $4,004 – $60,000 | 2 | 2 |
| CDRE | $4,004 – $60,000 | 2 | 2 |
| KO | $4,004 – $60,000 | 2 | 2 |
| ABEV | $4,004 – $60,000 | 1 | 3 |
| TT | $4,004 – $60,000 | 4 | |
| ORCL | $4,004 – $60,000 | 4 | |
| DRI | $15,001 – $50,000 | 1 | |
| Ford Motor Company Common Stock (F) | $15,001 – $50,000 | 1 | |
| MLM | $15,001 – $50,000 | 1 | |
| PFGC | $15,001 – $50,000 | 1 | |
| SYF | $15,001 – $50,000 | 1 | |
| TSCO | $15,001 – $50,000 | 1 | |
| Fidelity National Information Services, Inc. Common Stock (FIS) $50,00 | $15,001 – $50,000 | 1 | |
| CCI | $3,003 – $45,000 | 3 | |
| FN | $3,003 – $45,000 | 2 | 1 |
| NTDOY | $3,003 – $45,000 | 3 | |
| INSM | $3,003 – $45,000 | 1 | 2 |
| BKNG | $3,003 – $45,000 | 2 | 1 |
| TPH | $3,003 – $45,000 | 1 | 2 |
| AMD | $3,003 – $45,000 | 3 | |
| HDB | $3,003 – $45,000 | 3 | |
| CBZ | $3,003 – $45,000 | 1 | 2 |
| NTES | $3,003 – $45,000 | 2 | 1 |
| XNGSY | $3,003 – $45,000 | 3 | |
| INTA | $3,003 – $45,000 | 3 | |
| SE | $3,003 – $45,000 | 2 | 1 |
| GILD | $3,003 – $45,000 | 2 | 1 |
| DASTY | $3,003 – $45,000 | 3 | |
| NTRA | $3,003 – $45,000 | 2 | 1 |
| ASML | $3,003 – $45,000 | 2 | 1 |
| CLPBY | $3,003 – $45,000 | 1 | 2 |
| UNICY | $3,003 – $45,000 | 1 | 2 |
| SBUX | $3,003 – $45,000 | 1 | 2 |
| BX | $3,003 – $45,000 | 3 | |
| Dominion Energy, Inc. Common Stock (D) | $3,003 – $45,000 | 1 | 2 |
| META | $3,003 – $45,000 | 1 | 2 |
| SHEL | $3,003 – $45,000 | 1 | 2 |
| TSM | $3,003 – $45,000 | 3 | |
| ITCI | $3,003 – $45,000 | 3 | |
| DSCSY | $3,003 – $45,000 | 2 | 1 |
| SHOP | $3,003 – $45,000 | 2 | 1 |
| PYPL | $3,003 – $45,000 | 3 | |
| ETN | $3,003 – $45,000 | 3 | |
| NICE | $2,002 – $30,000 | 2 | |
| MNST | $2,002 – $30,000 | 2 | |
| ADC | $2,002 – $30,000 | 2 | |
| INTU | $2,002 – $30,000 | 2 | |
| FWRG | $2,002 – $30,000 | 1 | 1 |
| CVNA | $2,002 – $30,000 | 1 | 1 |
| NET | $2,002 – $30,000 | 1 | 1 |
| XOM | $2,002 – $30,000 | 2 | |
| FICO | $2,002 – $30,000 | 2 | |
| ICE | $2,002 – $30,000 | 1 | 1 |
| LNG | $2,002 – $30,000 | 1 | 1 |
| CVLT | $2,002 – $30,000 | 1 | 1 |
| MTHRY | $2,002 – $30,000 | 1 | 1 |
| BHP | $2,002 – $30,000 | 2 | |
| DEO | $2,002 – $30,000 | 2 | |
| IRT | $2,002 – $30,000 | 1 | 1 |
| TNDM | $2,002 – $30,000 | 1 | 1 |
| FIS | $2,002 – $30,000 | 2 | |
| GOOG | $2,002 – $30,000 | 2 | |
| TTNDY | $2,002 – $30,000 | 1 | 1 |
| PAR | $2,002 – $30,000 | 1 | 1 |
| THR | $2,002 – $30,000 | 1 | 1 |
| BLK | $2,002 – $30,000 | 2 | |
| CSCO | $2,002 – $30,000 | 2 | |
| DASH | $2,002 – $30,000 | 1 | 1 |
| NFLX | $2,002 – $30,000 | 2 | |
| PAYX | $2,002 – $30,000 | 2 | |
| SCHW | $2,002 – $30,000 | 1 | 1 |
| SPOT | $2,002 – $30,000 | 2 | |
| SNOW | $2,002 – $30,000 | 1 | 1 |
| XYZ | $2,002 – $30,000 | 1 | 1 |
| ICFI | $2,002 – $30,000 | 2 | |
| TDG | $2,002 – $30,000 | 2 | |
| ANET | $2,002 – $30,000 | 2 | |
| PWR | $2,002 – $30,000 | 2 | |
| GBOOY | $2,002 – $30,000 | 1 | 1 |
| GMAB | $2,002 – $30,000 | 1 | 1 |
| GOOGN | $1,001 – $15,000 | 1 | |
| GOOGM | $1,001 – $15,000 | 1 | |
| SAIL | $1,001 – $15,000 | 1 | |
| GTLS | $1,001 – $15,000 | 1 | |
| CRWD | $1,001 – $15,000 | 1 | |
| NVZMY | $1,001 – $15,000 | 1 | |
| LITE | $1,001 – $15,000 | 1 | |
| MU | $1,001 – $15,000 | 1 | |
| ADI | $1,001 – $15,000 | 1 | |
| SNDK | $1,001 – $15,000 | 1 | |
| FCX | $1,001 – $15,000 | 1 | |
| ALLY | $1,001 – $15,000 | 1 | |
| AT&T Inc. (T) | $1,001 – $15,000 | 1 | |
| DLTR | $1,001 – $15,000 | 1 | |
| MKTX | $1,001 – $15,000 | 1 | |
| VLY | $1,001 – $15,000 | 1 | |
| ALC | $1,001 – $15,000 | 1 | |
| LZB | $1,001 – $15,000 | 1 | |
| COLB | $1,001 – $15,000 | 1 | |
| PHR | $1,001 – $15,000 | 1 | |
| FSS | $1,001 – $15,000 | 1 | |
| CMI | $1,001 – $15,000 | 1 | |
| GEV | $1,001 – $15,000 | 1 | |
| UNH | $1,001 – $15,000 | 1 | |
| SNDR | $1,001 – $15,000 | 1 | |
| UTZ | $1,001 – $15,000 | 1 | |
| EW | $1,001 – $15,000 | 1 | |
| HUBS | $1,001 – $15,000 | 1 | |
| CSW | $1,001 – $15,000 | 1 | |
| BWIN | $1,001 – $15,000 | 1 | |
| TTD | $1,001 – $15,000 | 1 | |
| SWTX | $1,001 – $15,000 | 1 | |
| COP | $1,001 – $15,000 | 1 | |
| MCD | $1,001 – $15,000 | 1 | |
| CB | $1,001 – $15,000 | 1 | |
| AKAM | $1,001 – $15,000 | 1 | |
| PFE | $1,001 – $15,000 | 1 | |
| UPS | $1,001 – $15,000 | 1 | |
| ZTO | $1,001 – $15,000 | 1 | |
| RTX | $1,001 – $15,000 | 1 | |
| AEIS | $1,001 – $15,000 | 1 | |
| EPAC | $1,001 – $15,000 | 1 | |
| HLMN | $1,001 – $15,000 | 1 | |
| USPH | $1,001 – $15,000 | 1 | |
| SMNNY | $1,001 – $15,000 | 1 | |
| ALIZY | $1,001 – $15,000 | 1 | |
| ABCB | $1,001 – $15,000 | 1 | |
| APPF | $1,001 – $15,000 | 1 | |
| ABG | $1,001 – $15,000 | 1 | |
| ATLKY | $1,001 – $15,000 | 1 | |
| BCPC | $1,001 – $15,000 | 1 | |
| CATY | $1,001 – $15,000 | 1 | |
| CENTA | $1,001 – $15,000 | 1 | |
| SKY | $1,001 – $15,000 | 1 | |
| CVX | $1,001 – $15,000 | 1 | |
| CHGCY | $1,001 – $15,000 | 1 | |
| CINF | $1,001 – $15,000 | 1 | |
| DBSDY | $1,001 – $15,000 | 1 | |
| FAST | $1,001 – $15,000 | 1 | |
| FMX | $1,001 – $15,000 | 1 | |
| GMED | $1,001 – $15,000 | 1 | |
| HLN | $1,001 – $15,000 | 1 | |
| HMN | $1,001 – $15,000 | 1 | |
| HLI | $1,001 – $15,000 | 1 | |
| IDA | $1,001 – $15,000 | 1 | |
| LRLCY | $1,001 – $15,000 | 1 | |
| LOW | $1,001 – $15,000 | 1 | |
| MTSI | $1,001 – $15,000 | 1 | |
| MGY | $1,001 – $15,000 | 1 | |
| MFC | $1,001 – $15,000 | 1 | |
| MCK | $1,001 – $15,000 | 1 | |
| NSC | $1,001 – $15,000 | 1 | |
| NOC | $1,001 – $15,000 | 1 | |
| PATK | $1,001 – $15,000 | 1 | |
| PGR | $1,001 – $15,000 | 1 | |
| RBC | $1,001 – $15,000 | 1 | |
| RIO | $1,001 – $15,000 | 1 | |
| RHHBY | $1,001 – $15,000 | 1 | |
| SAP | $1,001 – $15,000 | 1 | |
| SLGN | $1,001 – $15,000 | 1 | |
| SONY | $1,001 – $15,000 | 1 | |
| STAG | $1,001 – $15,000 | 1 | |
| STRL | $1,001 – $15,000 | 1 | |
| SF | $1,001 – $15,000 | 1 | |
| TCEHY | $1,001 – $15,000 | 1 | |
| TXN | $1,001 – $15,000 | 1 | |
| DSGX | $1,001 – $15,000 | 1 | |
| UFPI | $1,001 – $15,000 | 1 | |
| UMBF | $1,001 – $15,000 | 1 | |
| CHX | $1,001 – $15,000 | 1 | |
| AZTA | $1,001 – $15,000 | 1 | |
| CHRD | $1,001 – $15,000 | 1 | |
| CRNX | $1,001 – $15,000 | 1 | |
| DAVA | $1,001 – $15,000 | 1 | |
| FLYW | $1,001 – $15,000 | 1 | |
| PPBI | $1,001 – $15,000 | 1 | |
| BBVA | $1,001 – $15,000 | 1 | |
| FNA | $1,001 – $15,000 | 1 | |
| VRT | $1,001 – $15,000 | 1 | |
| MELI | $1,001 – $15,000 | 1 | |
| REGN | $1,001 – $15,000 | 1 | |
| SQ | $1,001 – $15,000 | 1 | |
| GWW | $1,001 – $15,000 | 1 | |
| SNPS | $1,001 – $15,000 | 1 | |
| GBCI | $1,001 – $15,000 | 1 | |
| PRIM | $1,001 – $15,000 | 1 | |
| PGNY | $1,001 – $15,000 | 1 | |
| SPXC | $1,001 – $15,000 | 1 | |
| TXRH | $1,001 – $15,000 | 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.
| 2026-07-24 | 2026-08-10 | 17d | GOOGN | Purchase | $1,001 – $15,000 | — |
| 2026-07-23 | 2026-08-10 | 18d | GOOGM | Purchase | $1,001 – $15,000 | — |
| 2026-07-23 | 2026-08-10 | 18d | CCI Crown Castle Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-07-20 | 2026-08-10 | 21d | NICE NICE Ltd - American Depositary Shares each representing | Purchase | $1,001 – $15,000 | joint |
| 2026-07-20 | 2026-08-10 | 21d | SAIL SailPoint Technologies Holdings, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2026-07-17 | 2026-08-10 | 24d | GTLS Chart Industries, Inc. | Sale | $1,001 – $15,000 | joint |
| 2026-07-17 | 2026-08-10 | 24d | MNST Monster Beverage Corporation - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-07-16 | 2026-08-10 | 25d | IBM International Business Machines Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-07-16 | 2026-08-10 | 25d | PANW Palo Alto Networks, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2026-07-15 | 2026-08-10 | 26d | CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-07-15 | 2026-08-10 | 26d | IBM International Business Machines Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-07-14 | 2026-08-10 | 27d | FN Fabrinet Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2026-06-17 | 2026-07-07 | 20d | NTDOY Nintendo Co Ltd ADR | Partial sale | $1,001 – $15,000 | joint |
| 2026-06-10 | 2026-07-07 | 27d | INSM Insmed Incorporated - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-06-01 | 2026-07-07 | 36d | ADC Agree Realty Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-06-01 | 2026-07-07 | 36d | BABA Alibaba Group Holding Limited American Depositary Shares | Sale | $1,001 – $15,000 | joint |
| 2026-06-01 | 2026-07-07 | 36d | BKNG Booking Holdings Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-06-01 | 2026-07-07 | 36d | NSRGY NESTLE S.A S/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2026-06-01 | 2026-07-07 | 36d | NVZMY NOVONESIS B UNSP/ADR | Sale | $1,001 – $15,000 | joint |
| 2026-05-27 | 2026-06-03 | 7d | ABT Abbott Laboratories Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-05-22 | 2026-06-03 | 12d | INTU Intuit Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-05-22 | 2026-06-03 | 12d | LITE Lumentum Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-05-21 | 2026-06-03 | 13d | MU Micron Technology, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-05-19 | 2026-06-03 | 15d | ADI Analog Devices, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-05-19 | 2026-06-03 | 15d | MSFT Microsoft Corporation - Common Stock | Sale | $250,001 – $500,000 | joint |
| 2026-05-19 | 2026-06-03 | 15d | MSFT Microsoft Corporation - Common Stock | Sale | $500,001 – $1,000,000 | joint |
| 2026-05-19 | 2026-06-03 | 15d | MSFT Microsoft Corporation - Common Stock | Purchase | $250,001 – $500,000 | joint |
| 2026-05-19 | 2026-06-03 | 15d | MSFT Microsoft Corporation - Common Stock | Purchase | $500,001 – $1,000,000 | joint |
| 2026-05-15 | 2026-06-03 | 19d | TPH Tri Pointe Homes, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-05-14 | 2026-06-03 | 20d | NSRGY NESTLE S.A S/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2026-05-14 | 2026-06-03 | 20d | PANW Palo Alto Networks, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2026-05-07 | 2026-06-03 | 27d | SNDK Sandisk Corporation - Common Stock When-Issued | Purchase | $1,001 – $15,000 | joint |
| 2026-05-05 | 2026-06-03 | 29d | ABBV AbbVie Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-05-05 | 2026-06-03 | 29d | AMD Advanced Micro Devices, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2026-05-05 | 2026-06-03 | 29d | NSRGY NESTLE S.A S/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2026-05-04 | 2026-06-03 | 30d | BRK.B Berkshire Hathaway Inc. New Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-05-04 | 2026-06-03 | 30d | BRK.B Berkshire Hathaway Inc. New Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-05-04 | 2026-06-03 | 30d | TWLO Twilio Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-05-01 | 2026-06-03 | 33d | FN Fabrinet Ordinary Shares | Purchase | $1,001 – $15,000 | joint |
| 2026-04-28 | 2026-05-19 | 21d | MMM 3M Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-04-27 | 2026-05-19 | 22d | AMD Advanced Micro Devices, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2026-04-24 | 2026-05-19 | 25d | IBM International Business Machines Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-04-24 | 2026-05-19 | 25d | NOW ServiceNow, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-04-23 | 2026-05-19 | 26d | AMD Advanced Micro Devices, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2026-04-16 | 2026-05-19 | 33d | GS Goldman Sachs Group, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2026-04-15 | 2026-05-19 | 34d | FCX Freeport-McMoRan, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-04-13 | 2026-05-19 | 36d | HDB HDFC Bank Limited Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | ALLY Ally Financial Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | AT&T Inc. (T) | Sale | $1,001 – $15,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | DRI Darden Restaurants, Inc. Common Stock | Sale | $15,001 – $50,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | DLTR Dollar Tree, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | Ford Motor Company Common Stock (F) | Sale | $15,001 – $50,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | GS Goldman Sachs Group, Inc. | Sale | $15,001 – $50,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | HD Home Depot, Inc. | Sale | $15,001 – $50,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | MKTX MarketAxess Holdings, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | MLM Martin Marietta Materials, Inc. Common Stock | Sale | $15,001 – $50,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | PFGC Performance Food Group Company Common Stock | Sale | $15,001 – $50,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | SYF Synchrony Financial Common Stock | Sale | $15,001 – $50,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | TSCO Tractor Supply Company - Common Stock | Sale | $15,001 – $50,000 | joint |
| 2026-04-09 | 2026-05-19 | 40d | VLY Valley National Bancorp | Sale | $1,001 – $15,000 | joint |
| 2026-04-06 | 2026-05-19 | 43d | CBZ CBIZ, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-04-06 | 2026-05-19 | 43d | FWRG First Watch Restaurant Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-04-06 | 2026-05-19 | 43d | NTES NetEase, Inc. - American Depositary Shares, each represe | Purchase | $1,001 – $15,000 | joint |
| 2026-03-25 | 2026-04-08 | 14d | MSFT Microsoft Corporation - Common Stock | Purchase | $50,001 – $100,000 | joint |
| 2026-03-25 | 2026-04-08 | 14d | MSFT Microsoft Corporation - Common Stock | Purchase | $500,001 – $1,000,000 | joint |
| 2026-03-24 | 2026-04-08 | 15d | CCI Crown Castle Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-03-24 | 2026-04-08 | 15d | XNGSY EEN ENERGY HLDGS UNSP/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2026-03-24 | 2026-04-08 | 15d | FN Fabrinet Ordinary Shares | Purchase | $1,001 – $15,000 | joint |
| 2026-03-12 | 2026-04-08 | 27d | ALC Alcon Inc. Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2026-03-12 | 2026-04-08 | 27d | HDB HDFC Bank Limited Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-03-12 | 2026-04-08 | 27d | IFNNY Infineon Technologies AG | Sale | $1,001 – $15,000 | joint |
| 2026-03-12 | 2026-04-08 | 27d | INTA Intapp, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-03-12 | 2026-04-08 | 27d | LZB La-Z-Boy Incorporated Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-03-10 | 2026-04-08 | 29d | SE Sea Limited American Depositary Shares, each representin | Purchase | $1,001 – $15,000 | joint |
| 2026-03-06 | 2026-04-08 | 33d | NOW ServiceNow, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-03-05 | 2026-04-08 | 34d | APD Air Products and Chemicals, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-03-05 | 2026-04-08 | 34d | CBZ CBIZ, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-03-05 | 2026-04-08 | 34d | COLB Columbia Banking System, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-03-05 | 2026-04-08 | 34d | FWRG First Watch Restaurant Group, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-03-05 | 2026-04-08 | 34d | NTES NetEase, Inc. - American Depositary Shares, each represe | Partial sale | $1,001 – $15,000 | joint |
| 2026-03-05 | 2026-04-08 | 34d | PHR Phreesia, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-02-27 | 2026-03-16 | 17d | IFNNY Infineon Technologies AG | Purchase | $1,001 – $15,000 | joint |
| 2026-02-27 | 2026-03-16 | 17d | PANW Palo Alto Networks, Inc. | Sale | $1,001 – $15,000 | joint |
| 2026-02-26 | 2026-03-16 | 18d | FSS Federal Signal Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-02-20 | 2026-03-16 | 24d | INTU Intuit Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-02-18 | 2026-03-16 | 26d | CVNA Carvana Co. Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-02-18 | 2026-03-16 | 26d | Visa Inc. (V) | Partial sale | $1,001 – $15,000 | joint |
| 2026-02-05 | 2026-03-16 | 39d | CMI Cummins Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-02-05 | 2026-03-16 | 39d | GEV GE Vernova Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-02-05 | 2026-03-16 | 39d | UNH UnitedHealth Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-02-04 | 2026-03-16 | 40d | NET Cloudflare, Inc. Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-02-04 | 2026-03-16 | 40d | XOM Exxon Mobil Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-02-04 | 2026-03-16 | 40d | FICO Fair Isaac Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-02-04 | 2026-03-16 | 40d | MRK Merck & Company, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-02-02 | 2026-03-16 | 42d | XOM Exxon Mobil Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-02-02 | 2026-03-16 | 42d | MSFT Microsoft Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-02-02 | 2026-03-16 | 42d | MNST Monster Beverage Corporation - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-01-30 | 2026-02-26 | 27d | NOW ServiceNow, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-01-30 | 2026-02-26 | 27d | UBER Uber Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2026-01-27 | 2026-02-26 | 30d | GILD Gilead Sciences, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-01-26 | 2026-02-26 | 31d | ICE Intercontinental Exchange Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2026-01-26 | 2026-02-26 | 31d | NSRGY NESTLE S.A S/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2026-01-26 | 2026-02-26 | 31d | SNDR Schneider National, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-17 | 2026-01-14 | 28d | NOW ServiceNow, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-12-12 | 2026-01-14 | 33d | LNG Cheniere Energy, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-11 | 2026-01-14 | 34d | UBER Uber Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-12-08 | 2026-01-14 | 37d | APD Air Products and Chemicals, Inc. Common Stock | Partial sale | $15,001 – $50,000 | joint |
| 2025-12-08 | 2026-01-14 | 37d | UTZ Utz Brands Inc Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-05 | 2026-01-14 | 40d | CVLT Commvault Systems, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-05 | 2026-01-14 | 40d | MTHRY M3 INC UNSP/ADR | Sale | $1,001 – $15,000 | joint |
| 2025-12-05 | 2026-01-14 | 40d | SE Sea Limited American Depositary Shares, each representin | Sale | $1,001 – $15,000 | joint |
| 2025-12-05 | 2026-01-14 | 40d | SSMXY SYSMEX CORP UNSP/ASDR | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-21 | 2025-12-29 | 38d | DASTY DASSAULT SYSTEMES SA ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-19 | 2025-12-29 | 40d | BHP BHP Group Limited American Depositary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-11-19 | 2025-12-29 | 40d | EW Edwards Lifesciences Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-11-19 | 2025-12-29 | 40d | Fidelity National Information Services, Inc. Common Stoc | Sale | $15,001 – $50,000 | joint |
| 2025-11-19 | 2025-12-29 | 40d | HD Home Depot, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-11-19 | 2025-12-29 | 40d | HUBS HubSpot, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-11-19 | 2025-12-29 | 40d | KKR KKR & Co. Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-11-17 | 2025-12-29 | 42d | CSW CSW Industrials, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-20 | 2025-11-17 | 28d | MMM 3M Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-10-17 | 2025-11-17 | 31d | NTES NetEase, Inc. - American Depositary Shares, each represe | Purchase | $1,001 – $15,000 | joint |
| 2025-10-17 | 2025-11-17 | 31d | NICE NICE Ltd - American Depositary Shares each representing | Purchase | $1,001 – $15,000 | joint |
| 2025-10-16 | 2025-11-17 | 32d | ICE Intercontinental Exchange Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-30 | 2025-10-15 | 15d | MTHRY M3 INC UNSP/ADR | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2025-10-15 | 22d | CVLT Commvault Systems, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2025-10-15 | 22d | BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-22 | 2025-10-15 | 23d | DEO Diageo plc Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-22 | 2025-10-15 | 23d | IRT Independence Realty Trust, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-22 | 2025-10-15 | 23d | NTRA Natera, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-22 | 2025-10-15 | 23d | SSMXY SYSMEX CORP UNSP/ASDR | Purchase | $1,001 – $15,000 | joint |
| 2025-09-22 | 2025-10-15 | 23d | TNDM Tandem Diabetes Care, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-11 | 2025-10-15 | 34d | TTD The Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-03 | 2025-10-15 | 42d | ISRG Intuitive Surgical, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-22 | 2025-09-05 | 14d | NTRA Natera, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-08-21 | 2025-09-05 | 15d | SSMXY SYSMEX CORP UNSP/ASDR | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-12 | 2025-09-05 | 24d | IBM International Business Machines Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-12 | 2025-09-05 | 24d | Visa Inc. (V) | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-01 | 2025-09-05 | 35d | Visa Inc. (V) | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-28 | 2025-08-11 | 14d | WMT Walmart Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-25 | 2025-08-11 | 17d | IBM International Business Machines Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-22 | 2025-08-11 | 20d | NTRA Natera, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-18 | 2025-08-11 | 24d | ABT Abbott Laboratories Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-16 | 2025-08-11 | 26d | IRT Independence Realty Trust, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-07-14 | 2025-08-11 | 28d | Visa Inc. (V) | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-02 | 2025-08-11 | 40d | SWTX SpringWorks Therapeutics, Inc. - common stock | Sale | $1,001 – $15,000 | joint |
| 2025-06-26 | 2025-07-16 | 20d | Visa Inc. (V) | Partial sale | $1,001 – $15,000 | joint |
| 2025-06-25 | 2025-07-16 | 21d | AVGO Broadcom Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-06-25 | 2025-07-16 | 21d | Visa Inc. (V) | Partial sale | $1,001 – $15,000 | joint |
| 2025-06-24 | 2025-07-16 | 22d | COP ConocoPhillips Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-06-24 | 2025-07-16 | 22d | NVDA NVIDIA Corporation - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-06-24 | 2025-07-16 | 22d | Visa Inc. (V) | Partial sale | $1,001 – $15,000 | joint |
| 2025-06-20 | 2025-07-16 | 26d | CVNA Carvana Co. Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-06-20 | 2025-07-16 | 26d | NET Cloudflare, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-06-20 | 2025-07-16 | 26d | MCD McDonald's Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-06-20 | 2025-07-16 | 26d | Visa Inc. (V) | Partial sale | $1,001 – $15,000 | joint |
| 2025-06-16 | 2025-07-16 | 30d | INSM Insmed Incorporated - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-06-13 | 2025-07-16 | 33d | CB Chubb Limited Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-06-05 | 2025-07-16 | 41d | TSLA Tesla, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-06-04 | 2025-07-16 | 42d | CRM Salesforce, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-06-04 | 2025-07-16 | 42d | UNP Union Pacific Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-06-03 | 2025-07-16 | 43d | AKAM Akamai Technologies, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-06-03 | 2025-07-16 | 43d | FIS Fidelity National Information Services, Inc. Common Stoc | Sale | $1,001 – $15,000 | joint |
| 2025-06-03 | 2025-07-16 | 43d | PFE Pfizer, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-05-29 | 2025-06-11 | 13d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-28 | 2025-06-11 | 14d | APP Applovin Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-28 | 2025-06-11 | 14d | GLW Corning Incorporated Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-28 | 2025-06-11 | 14d | UPS United Parcel Service, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-05-27 | 2025-06-11 | 15d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-23 | 2025-06-11 | 19d | SE Sea Limited American Depositary Shares, each representin | Purchase | $1,001 – $15,000 | joint |
| 2025-05-23 | 2025-06-11 | 19d | ZTO ZTO Express | Sale | $1,001 – $15,000 | joint |
| 2025-05-22 | 2025-06-11 | 20d | ABBV AbbVie Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-22 | 2025-06-11 | 20d | ASML ASML Holding N.V. - New York Registry Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-05-22 | 2025-06-11 | 20d | GLW Corning Incorporated Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-22 | 2025-06-11 | 20d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-22 | 2025-06-11 | 20d | CRM Salesforce, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-22 | 2025-06-11 | 20d | TEL TE Connectivity plc Ordinary Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-05-21 | 2025-06-11 | 21d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-16 | 2025-06-11 | 26d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-15 | 2025-06-11 | 27d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-15 | 2025-06-11 | 27d | UBER Uber Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-14 | 2025-06-11 | 28d | CLPBY COLOPLAST AS SP/ADR | Sale | $1,001 – $15,000 | joint |
| 2025-05-14 | 2025-06-11 | 28d | FI Fiserv, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-05-14 | 2025-06-11 | 28d | GILD Gilead Sciences, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-05-14 | 2025-06-11 | 28d | UNICY UNICHARM CORP S/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-05-13 | 2025-06-11 | 29d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-05-08 | 2025-06-11 | 34d | GOOG Alphabet Inc. - Class C Capital Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-05-01 | 2025-06-11 | 41d | LLY Eli Lilly and Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-23 | 2025-05-14 | 21d | RTX RTX Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-22 | 2025-05-14 | 22d | LNG Cheniere Energy, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-21 | 2025-05-14 | 23d | DHI D.R. Horton, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-21 | 2025-05-14 | 23d | HD Home Depot, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2025-04-21 | 2025-05-14 | 23d | KKR KKR & Co. Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-21 | 2025-05-14 | 23d | TLK PT Telekomunikasi Indonesia, Tbk | Purchase | $1,001 – $15,000 | joint |
| 2025-04-21 | 2025-05-14 | 23d | TTNDY TECHTRONIC INDUS LTD ADR | Purchase | $1,001 – $15,000 | joint |
| 2025-04-21 | 2025-05-14 | 23d | TPH Tri Pointe Homes, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | ABBV AbbVie Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | AEIS Advanced Energy Industries, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | ASML ASML Holding N.V. - New York Registry Shares | Sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | CDRE Cadre Holdings, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | GLW Corning Incorporated Common Stock | Sale | $15,001 – $50,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | EPAC Enerpac Tool Group Corp. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | HLMN Hillman Solutions Corp. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | PAR PAR Technology Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | CRM Salesforce, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | SBUX Starbucks Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | TEL TE Connectivity plc Ordinary Shares | Sale | $15,001 – $50,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | THR Thermon Group Holdings, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | TWLO Twilio Inc. Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | USPH U.S. Physical Therapy, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-17 | 2025-05-14 | 27d | UNP Union Pacific Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-16 | 2025-05-14 | 28d | APP Applovin Corporation - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-14 | 2025-05-14 | 30d | APP Applovin Corporation - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-14 | 2025-05-14 | 30d | BX Blackstone Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-14 | 2025-05-14 | 30d | KKR KKR & Co. Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-11 | 2025-05-14 | 33d | SMNNY SHIMANO INC UNSP/ADR | Sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | ADC Agree Realty Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | APD Air Products and Chemicals, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | ALIZY ALLIANZ SE UNSP/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | GOOG Alphabet Inc. - Class C Capital Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | ABCB Ameris Bancorp - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | APPF AppFolio, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | AAPL Apple Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | ABG Asbury Automotive Group Inc Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | ATLKY ATLAS COPCO AB A S/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | BCPC Balchem Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | BRK.B Berkshire Hathaway Inc. New Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | BHP BHP Group Limited American Depositary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | BLK BlackRock, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | CATY Cathay General Bancorp - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | CBZ CBIZ, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | CENTA Central Garden & Pet Company - Class A Common Stock Nonv | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | SKY Champion Homes, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | CVX Chevron Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | CHGCY CHUGAI PHARM UNSP/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | CINF Cincinnati Financial Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | CSCO Cisco Systems, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | KO Coca-Cola Company | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | GLW Corning Incorporated Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | CCI Crown Castle Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | DASTY DASSAULT SYSTEMES SA ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | DBSDY DBS GROUP HLDGS LTD S/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | Dominion Energy, Inc. Common Stock (D) | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | DASH DoorDash, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | FAST Fastenal Company - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | FIS Fidelity National Information Services, Inc. Common Stoc | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | FMX Fomento Economico Mexicano S.A.B. de C.V. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | GMED Globus Medical, Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | HLN Haleon plc American Depositary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | HDB HDFC Bank Limited Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | HMN Horace Mann Educators Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | HLI Houlihan Lokey, Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | IDA IDACORP, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | INSM Insmed Incorporated - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | INTA Intapp, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | ISRG Intuitive Surgical, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | JNJ Johnson & Johnson Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | LRLCY L'Oreal Co. American Depositary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | LOW Lowe's Companies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | MGY Magnolia Oil & Gas Corporation Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | MFC Manulife Financial Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | MA Mastercard Incorporated Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | MCK McKesson Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | META Meta Platforms, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | NSRGY NESTLE S.A S/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | NFLX Netflix, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | NTDOY Nintendo Co Ltd ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | NSC Norfolk Southern Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | NOC Northrop Grumman Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | NVDA NVIDIA Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | PATK Patrick Industries, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | PAYX Paychex, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | PGR Progressive Corporation | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | RBC RBC Bearings Incorporated Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | RIO Rio Tinto Plc Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | RHHBY ROCHE HOLDING LTD S/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | SAP SAP SE ADS | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | SHEL Shell PLC American Depositary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | SLGN Silgan Holdings Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | SONY Depositary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-04-09 | 2025-05-14 | 35d | STAG Stag Industrial, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | SBUX Starbucks Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | STRL Sterling Infrastructure, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | SF Stifel Financial Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | SSMXY SYSMEX CORP UNSP/ASDR | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | TSM Taiwan Semiconductor Manufacturing Company Ltd. | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | TEL TE Connectivity plc Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | TCEHY TENCENT HLDGS UNSP/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | TXN Texas Instruments Incorporated - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | DSGX The Descartes Systems Group Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | UFPI UFP Industries, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-09 | 2025-05-14 | 35d | UMBF UMB Financial Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | CHX ChampionX Corporation | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | SCHW Charles Schwab Corporation | Purchase | $1,001 – $15,000 | joint |
| 2025-04-05 | 2025-05-14 | 39d | MMM 3M Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-04 | 2025-05-14 | 40d | BABA Alibaba Group Holding Limited American Depositary Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-04-04 | 2025-05-14 | 40d | FI Fiserv, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-04 | 2025-05-14 | 40d | MSFT Microsoft Corporation - Common Stock | Purchase | $50,001 – $100,000 | joint |
| 2025-04-03 | 2025-05-14 | 41d | ABBV AbbVie Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-03 | 2025-05-14 | 41d | ITCI Intra-Cellular Therapies Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | ABBV AbbVie Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | BRK.B Berkshire Hathaway Inc. New Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | BLK BlackRock, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-24 | 2025-04-10 | 17d | SPOT Spotify Technology S.A. Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-24 | 2025-04-10 | 17d | Visa Inc. (V) | Purchase | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | AZTA Azenta, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | AVGO Broadcom Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | CHRD Chord Energy Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | DHI D.R. Horton, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | DEO Diageo plc Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | DSCSY DISCO CORP UNSP /ADR | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | DAVA Endava plc American Depositary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | FLYW Flywire Corporation - Voting Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | HD Home Depot, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | PPBI Pacific Premier Bancorp Inc - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | TLK PT Telekomunikasi Indonesia, Tbk | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | NOW ServiceNow, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | SHOP Shopify Inc. - Class A Subordinate Voting Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | SNOW Snowflake Inc. Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | TNDM Tandem Diabetes Care, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | TTNDY TECHTRONIC INDUS LTD ADR | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | TSLA Tesla, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-10 | 22d | TPH Tri Pointe Homes, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-17 | 2025-04-10 | 24d | ITCI Intra-Cellular Therapies Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-17 | 2025-04-10 | 24d | WMT Walmart Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-13 | 2025-04-10 | 28d | APP Applovin Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-13 | 2025-04-10 | 28d | BBVA Banco Bilbao Vizcaya Argentaria S.A. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-13 | 2025-04-10 | 28d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-13 | 2025-04-10 | 28d | IFNNY Infineon Technologies AG | Sale | $1,001 – $15,000 | joint |
| 2025-03-12 | 2025-04-10 | 29d | ASML ASML Holding N.V. - New York Registry Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-03-11 | 2025-04-10 | 30d | WMT Walmart Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-10 | 2025-04-10 | 31d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-10 | 2025-04-10 | 31d | FI Fiserv, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-10 | 2025-04-10 | 31d | IBM International Business Machines Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-07 | 2025-04-10 | 34d | APD Air Products and Chemicals, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-07 | 2025-04-10 | 34d | GILD Gilead Sciences, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-07 | 2025-04-10 | 34d | JNJ Johnson & Johnson Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-06 | 2025-04-10 | 35d | ABT Abbott Laboratories Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-06 | 2025-04-10 | 35d | AAPL Apple Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-06 | 2025-04-10 | 35d | MA Mastercard Incorporated Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-05 | 2025-04-10 | 36d | AAPL Apple Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-05 | 2025-04-10 | 36d | BKNG Booking Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-05 | 2025-04-10 | 36d | META Meta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-05 | 2025-04-10 | 36d | Visa Inc. (V) | Purchase | $1,001 – $15,000 | joint |
| 2025-03-04 | 2025-04-10 | 37d | BKNG Booking Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-04 | 2025-04-10 | 37d | TSM Taiwan Semiconductor Manufacturing Company Ltd. | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-03 | 2025-04-10 | 38d | PYPL PayPal Holdings, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-03 | 2025-04-10 | 38d | Visa Inc. (V) | Purchase | $1,001 – $15,000 | joint |
| 2025-02-28 | 2025-03-06 | 6d | GS Goldman Sachs Group, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-28 | 2025-03-06 | 6d | Visa Inc. (V) | Purchase | $1,001 – $15,000 | joint |
| 2025-02-27 | 2025-03-06 | 7d | BX Blackstone Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-27 | 2025-03-06 | 7d | XYZ Block, Inc. Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-27 | 2025-03-06 | 7d | KKR KKR & Co. Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-27 | 2025-03-06 | 7d | FNA Paragon 28, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-26 | 2025-03-06 | 8d | BX Blackstone Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-26 | 2025-03-06 | 8d | FI Fiserv, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-26 | 2025-03-06 | 8d | KKR KKR & Co. Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-25 | 2025-03-06 | 9d | VRT Vertiv Holdings, LLC Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-24 | 2025-03-06 | 10d | AAPL Apple Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-24 | 2025-03-06 | 10d | HD Home Depot, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-24 | 2025-03-06 | 10d | MSFT Microsoft Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | AAPL Apple Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | BRK.B Berkshire Hathaway Inc. New Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | SCHW Charles Schwab Corporation | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | CSCO Cisco Systems, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | DASTY DASSAULT SYSTEMES SA ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | FI Fiserv, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | IFNNY Infineon Technologies AG | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | MSFT Microsoft Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | NTDOY Nintendo Co Ltd ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | PAYX Paychex, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | SNOW Snowflake Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-21 | 2025-03-06 | 13d | SPOT Spotify Technology S.A. Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-19 | 2025-03-06 | 15d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-19 | 2025-03-06 | 15d | ICFI ICF International, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-14 | 2025-03-06 | 20d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,000,001 – $5,000,000 | joint |
| 2025-02-14 | 2025-03-06 | 20d | MSFT Microsoft Corporation - Common Stock | Purchase | $500,001 – $1,000,000 | joint |
| 2025-02-14 | 2025-03-06 | 20d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,000,001 – $5,000,000 | joint |
| 2025-02-14 | 2025-03-06 | 20d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,000,001 – $5,000,000 | joint |
| 2025-02-14 | 2025-03-06 | 20d | MSFT Microsoft Corporation - Common Stock | Sale | $500,001 – $1,000,000 | joint |
| 2025-02-14 | 2025-03-06 | 20d | MSFT Microsoft Corporation - Common Stock | Sale | $250,001 – $500,000 | joint |
| 2025-02-14 | 2025-03-06 | 20d | MSFT Microsoft Corporation - Common Stock | Sale | $1,000,001 – $5,000,000 | joint |
| 2025-02-14 | 2025-03-06 | 20d | MSFT Microsoft Corporation - Common Stock | Partial sale | $1,000,001 – $5,000,000 | joint |
| 2025-02-14 | 2025-03-06 | 20d | TSLA Tesla, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-13 | 2025-03-06 | 21d | ABT Abbott Laboratories Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-13 | 2025-03-06 | 21d | DHI D.R. Horton, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-13 | 2025-03-06 | 21d | PYPL PayPal Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-13 | 2025-03-06 | 21d | TSLA Tesla, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-13 | 2025-03-06 | 21d | Visa Inc. (V) | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-06 | 22d | BABA Alibaba Group Holding Limited American Depositary Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-06 | 22d | SHOP Shopify Inc. Class A Subordinate Voting Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-02-10 | 2025-03-06 | 24d | DSCSY DISCO CORP UNSP /ADR | Purchase | $1,001 – $15,000 | joint |
| 2025-02-10 | 2025-03-06 | 24d | XNGSY EEN ENERGY HLDGS UNSP/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-07 | 2025-03-06 | 27d | ABEV Ambev S.A. American Depositary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-02-07 | 2025-03-06 | 27d | DSCSY DISCO CORP UNSP /ADR | Purchase | $1,001 – $15,000 | joint |
| 2025-02-07 | 2025-03-06 | 27d | XNGSY EEN ENERGY HLDGS UNSP/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-06 | 2025-03-06 | 28d | ABEV Ambev S.A. American Depositary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-06 | 2025-03-06 | 28d | AVGO Broadcom Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-06 | 2025-03-06 | 28d | PYPL PayPal Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-06 | 2025-03-06 | 28d | TWLO Twilio Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-05 | 2025-03-06 | 29d | SBUX Stock | Purchase | $1,001 – $15,000 | — |
| 2025-02-04 | 2025-03-06 | 30d | TDG Transdigm Group Incorporated Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-03 | 2025-03-06 | 31d | AAPL Apple Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-03 | 2025-03-06 | 31d | XYZ Block, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-03 | 2025-03-06 | 31d | SHOP Shopify Inc. Class A Subordinate Voting Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-02-03 | 2025-03-06 | 31d | UNP Union Pacific Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-03 | 2025-03-06 | 31d | WMT Walmart Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-31 | 2025-02-10 | 10d | BABA Alibaba Group Holding Limited American Depositary Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-01-31 | 2025-02-10 | 10d | ANET Arista Networks, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-31 | 2025-02-10 | 10d | ICFI ICF International, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-31 | 2025-02-10 | 10d | MA Mastercard Incorporated Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-31 | 2025-02-10 | 10d | MSFT Microsoft Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-31 | 2025-02-10 | 10d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-31 | 2025-02-10 | 10d | TWLO Twilio Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-31 | 2025-02-10 | 10d | Visa Inc. (V) | Purchase | $1,001 – $15,000 | joint |
| 2025-01-30 | 2025-02-10 | 11d | MMM 3M Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-30 | 2025-02-10 | 11d | GLW Corning Incorporated Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-30 | 2025-02-10 | 11d | MA Mastercard Incorporated Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-30 | 2025-02-10 | 11d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-30 | 2025-02-10 | 11d | TT Trane Technologies plc | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-30 | 2025-02-10 | 11d | Visa Inc. (V) | Purchase | $1,001 – $15,000 | joint |
| 2025-01-29 | 2025-02-10 | 12d | ABT Abbott Laboratories Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-29 | 2025-02-10 | 12d | AVGO Broadcom Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-29 | 2025-02-10 | 12d | ETN Eaton Corporation, PLC Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-29 | 2025-02-10 | 12d | ISRG Intuitive Surgical, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-29 | 2025-02-10 | 12d | NVDA NVIDIA Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-29 | 2025-02-10 | 12d | PWR Quanta Services, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-29 | 2025-02-10 | 12d | CRM Salesforce, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-29 | 2025-02-10 | 12d | UBER Uber Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-29 | 2025-02-10 | 12d | UNP Union Pacific Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-10 | 13d | ABT Abbott Laboratories Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-10 | 13d | ANET Arista Networks, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-10 | 13d | AVGO Broadcom Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-10 | 13d | NVDA NVIDIA Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-10 | 13d | ORCL Oracle Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-10 | 13d | TSM Taiwan Semiconductor Manufacturing Company Ltd. | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-10 | 13d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-10 | 13d | Visa Inc. (V) | Purchase | $1,001 – $15,000 | joint |
| 2025-01-27 | 2025-02-10 | 14d | ABEV Ambev S.A. American Depositary Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-01-27 | 2025-02-10 | 14d | CDRE Cadre Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-27 | 2025-02-10 | 14d | CLPBY COLOPLAST AS SP/ADR | Purchase | $1,001 – $15,000 | joint |
| 2025-01-27 | 2025-02-10 | 14d | GLW Corning Incorporated Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-27 | 2025-02-10 | 14d | FICO Fair Isaac Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-27 | 2025-02-10 | 14d | GBOOY Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR | Purchase | $1,001 – $15,000 | joint |
| 2025-01-27 | 2025-02-10 | 14d | MELI MercadoLibre, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-27 | 2025-02-10 | 14d | MRK Merck & Company, Inc. Common Stock | Sale | $15,001 – $50,000 | joint |
| 2025-01-24 | 2025-02-10 | 17d | ITCI Intra-Cellular Therapies Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-24 | 2025-02-10 | 17d | JNJ Johnson & Johnson Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-24 | 2025-02-10 | 17d | REGN Regeneron Pharmaceuticals, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-01-24 | 2025-02-10 | 17d | Visa Inc. (V) | Purchase | $1,001 – $15,000 | joint |
| 2025-01-23 | 2025-02-10 | 18d | ETN Eaton Corporation, PLC Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-23 | 2025-02-10 | 18d | TEL TE Connectivity plc Ordinary Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-01-23 | 2025-02-10 | 18d | TT Trane Technologies plc | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-23 | 2025-02-10 | 18d | UBER Uber Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-23 | 2025-02-10 | 18d | Visa Inc. (V) | Purchase | $1,001 – $15,000 | joint |
| 2025-01-22 | 2025-02-10 | 19d | NFLX Netflix, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-22 | 2025-02-10 | 19d | ORCL Oracle Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-22 | 2025-02-10 | 19d | WMT Walmart Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-21 | 2025-02-10 | 20d | MMM 3M Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-21 | 2025-02-10 | 20d | KO Coca-Cola Company | Purchase | $1,001 – $15,000 | joint |
| 2025-01-21 | 2025-02-10 | 20d | ISRG Intuitive Surgical, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-21 | 2025-02-10 | 20d | JNJ Johnson & Johnson Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-21 | 2025-02-10 | 20d | MSFT Microsoft Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-21 | 2025-02-10 | 20d | ORCL Oracle Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-21 | 2025-02-10 | 20d | PWR Quanta Services, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-17 | 2025-02-10 | 24d | INTA Intapp, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-17 | 2025-02-10 | 24d | NVDA NVIDIA Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-17 | 2025-02-10 | 24d | PAR PAR Technology Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | BABA | Partial sale | $1,001 – $15,000 | — |
| 2025-01-16 | 2025-02-10 | 25d | BRK.B Berkshire Hathaway Inc. New Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | KO Coca-Cola Company | Purchase | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | DHI D.R. Horton, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | Dominion Energy, Inc. Common Stock (D) | Purchase | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | GMAB Genmab A/S - American Depositary Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | JNJ Johnson & Johnson Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | MA Mastercard Incorporated Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | META Meta Platforms, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | MSFT Microsoft Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | NSRGY NESTLE S.A S/ADR | Purchase | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | NVDA NVIDIA Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | PANW Palo Alto Networks, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | TLK PT Telekomunikasi Indonesia, Tbk | Purchase | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | SHEL Shell PLC American Depositary Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | TDG Transdigm Group Incorporated Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-16 | 2025-02-10 | 25d | UNICY UNICHARM CORP S/ADR | Purchase | $1,001 – $15,000 | joint |
| 2025-01-10 | 2025-02-10 | 31d | ISRG Intuitive Surgical, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-08 | 2025-02-10 | 33d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-30 | 2025-01-14 | 15d | SQ Block, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2024-12-30 | 2025-01-14 | 15d | GS Goldman Sachs Group, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2024-12-27 | 2025-01-14 | 18d | ABEV Ambev S.A. American Depositary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-27 | 2025-01-14 | 18d | CDRE Cadre Holdings, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2024-12-27 | 2025-01-14 | 18d | CLPBY COLOPLAST AS SP/ADR | Sale | $1,001 – $15,000 | joint |
| 2024-12-27 | 2025-01-14 | 18d | GBOOY Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR | Sale | $1,001 – $15,000 | joint |
| 2024-12-23 | 2025-01-14 | 22d | ISRG Intuitive Surgical, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-23 | 2025-01-14 | 22d | TT Trane Technologies plc | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-20 | 2025-01-14 | 25d | MSFT Microsoft Corporation - Common Stock | Sale | $1,000,001 – $5,000,000 | joint |
| 2024-12-20 | 2025-01-14 | 25d | MSFT Microsoft Corporation - Common Stock | Sale | $1,000,001 – $5,000,000 | joint |
| 2024-12-20 | 2025-01-14 | 25d | MSFT Microsoft Corporation - Common Stock | Sale | $1,000,001 – $5,000,000 | joint |
| 2024-12-20 | 2025-01-14 | 25d | MSFT Microsoft Corporation - Common Stock | Sale | $1,000,001 – $5,000,000 | joint |
| 2024-12-20 | 2025-01-14 | 25d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,000,001 – $5,000,000 | joint |
| 2024-12-20 | 2025-01-14 | 25d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,000,001 – $5,000,000 | joint |
| 2024-12-20 | 2025-01-14 | 25d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,000,001 – $5,000,000 | joint |
| 2024-12-20 | 2025-01-14 | 25d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,000,001 – $5,000,000 | joint |
| 2024-12-20 | 2025-01-14 | 25d | WMT Walmart Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2024-12-19 | 2025-01-14 | 26d | AAPL Apple Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2024-12-19 | 2025-01-14 | 26d | NVDA NVIDIA Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-19 | 2025-01-14 | 26d | WMT Walmart Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2024-12-18 | 2025-01-14 | 27d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-18 | 2025-01-14 | 27d | ORCL Oracle Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-18 | 2025-01-14 | 27d | UBER Uber Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-18 | 2025-01-14 | 27d | WMT Walmart Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2024-12-16 | 2025-01-14 | 29d | BABA Alibaba Group Holding Limited American Depositary Shares | Sale | $1,001 – $15,000 | joint |
| 2024-12-16 | 2025-01-14 | 29d | KO Coca-Cola Company | Sale | $1,001 – $15,000 | joint |
| 2024-12-16 | 2025-01-14 | 29d | DHI D.R. Horton, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-16 | 2025-01-14 | 29d | Dominion Energy, Inc. Common Stock (D) | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-16 | 2025-01-14 | 29d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-16 | 2025-01-14 | 29d | GMAB Genmab A/S - American Depositary Shares | Sale | $1,001 – $15,000 | joint |
| 2024-12-16 | 2025-01-14 | 29d | NSRGY NESTLE S.A S/ADR | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-16 | 2025-01-14 | 29d | TLK PT Telekomunikasi Indonesia, Tbk | Sale | $1,001 – $15,000 | joint |
| 2024-12-16 | 2025-01-14 | 29d | SHEL Shell PLC American Depositary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-16 | 2025-01-14 | 29d | UNICY UNICHARM CORP S/ADR | Sale | $1,001 – $15,000 | joint |
| 2024-12-13 | 2025-01-14 | 32d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-13 | 2025-01-14 | 32d | CRM Salesforce, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2024-12-13 | 2025-01-14 | 32d | UNP Union Pacific Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2024-12-12 | 2025-01-14 | 33d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-12 | 2025-01-14 | 33d | JNJ Johnson & Johnson Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2024-12-12 | 2025-01-14 | 33d | GWW W.W. Grainger, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-11 | 2025-01-14 | 34d | ETN Eaton Corporation, PLC Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-11 | 2025-01-14 | 34d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-10 | 2025-01-14 | 35d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-09 | 2025-01-14 | 36d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-09 | 2025-01-14 | 36d | SNPS Synopsys, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-09 | 2025-01-14 | 36d | UBER Uber Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-06 | 2025-01-14 | 39d | CDRE Cadre Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2024-12-06 | 2025-01-14 | 39d | GBCI Glacier Bancorp, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-06 | 2025-01-14 | 39d | PRIM Primoris Services Corporation | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-06 | 2025-01-14 | 39d | PGNY Progyny, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2024-12-06 | 2025-01-14 | 39d | SPXC SPX Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-06 | 2025-01-14 | 39d | TXRH Texas Roadhouse, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-06 | 2025-01-14 | 39d | THR Thermon Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2024-12-05 | 2025-01-14 | 40d | TT Trane Technologies plc | Partial sale | $1,001 – $15,000 | joint |
| 2024-12-03 | 2025-01-14 | 42d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
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 2026-09-11T12:14:38.711Z. All congressional trading →