575 transactions across 226 symbols, dated 2024-03-15 to 2026-05-12, totalling $673,575 – $8,870,000 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 | $21,007 – $140,000 | 7 | |
| MMM | $9,009 – $135,000 | 6 | 3 |
| CI | $9,009 – $135,000 | 3 | 6 |
| COF | $8,008 – $120,000 | 4 | 3 |
| CVX | $7,007 – $105,000 | 1 | 5 |
| ETN | $7,007 – $105,000 | 2 | 5 |
| MDLZ | $7,007 – $105,000 | 1 | 6 |
| PEP | $7,007 – $105,000 | 1 | 6 |
| PGR | $7,007 – $105,000 | 3 | 4 |
| BK | $7,007 – $105,000 | 4 | 3 |
| GOOG | $6,006 – $90,000 | 3 | 3 |
| CARR | $6,006 – $90,000 | 2 | 4 |
| DE | $6,006 – $90,000 | 1 | 5 |
| FIS | $6,006 – $90,000 | 3 | 3 |
| MS | $6,006 – $90,000 | 6 | |
| PKG | $6,006 – $90,000 | 3 | 3 |
| BA | $6,006 – $90,000 | 3 | 3 |
| ACN | $5,005 – $75,000 | 5 | |
| BMY | $5,005 – $75,000 | 1 | 4 |
| CME | $5,005 – $75,000 | 2 | 3 |
| CMS | $5,005 – $75,000 | 5 | |
| COP | $5,005 – $75,000 | 1 | 4 |
| GS | $5,005 – $75,000 | 2 | 3 |
| MRK | $5,005 – $75,000 | 2 | 3 |
| NEE | $5,005 – $75,000 | 1 | 4 |
| RTX | $5,005 – $75,000 | 1 | 4 |
| UNH | $5,005 – $75,000 | 5 | |
| VZ | $5,005 – $75,000 | 5 | |
| TSLA | $16,002 – $65,000 | 2 | |
| ABT | $4,004 – $60,000 | 4 | |
| BX | $4,004 – $60,000 | 4 | |
| CMCSA | $4,004 – $60,000 | 4 | |
| DHR | $4,004 – $60,000 | 1 | 3 |
| LLY | $4,004 – $60,000 | 4 | |
| GD | $4,004 – $60,000 | 1 | 3 |
| HD | $4,004 – $60,000 | 4 | |
| JNJ | $4,004 – $60,000 | 4 | |
| MDT | $4,004 – $60,000 | 4 | |
| NSC | $4,004 – $60,000 | 4 | |
| NXPI | $4,004 – $60,000 | 1 | 3 |
| PM | $4,004 – $60,000 | 4 | |
| RSG | $4,004 – $60,000 | 4 | |
| STX | $4,004 – $60,000 | 4 | |
| UNP | $4,004 – $60,000 | 1 | 3 |
| WMT | $4,004 – $60,000 | 4 | |
| WFC | $4,004 – $60,000 | 1 | 3 |
| XEL | $4,004 – $60,000 | 4 | |
| ADBE | $4,004 – $60,000 | 1 | 3 |
| PH | $4,004 – $60,000 | 4 | |
| PNC | $4,004 – $60,000 | 4 | |
| HON | $4,004 – $60,000 | 1 | 3 |
| MNST | $4,004 – $60,000 | 1 | 3 |
| Agilent Technologies, Inc. Common Stock (A) | $4,004 – $60,000 | 1 | 3 |
| XOM | $4,004 – $60,000 | 4 | |
| PLTR | $4,004 – $60,000 | 2 | 2 |
| UPS | $4,004 – $60,000 | 4 | |
| AMZN | $15,001 – $50,000 | 1 | |
| META | $15,001 – $50,000 | 1 | |
| NFLX | $15,001 – $50,000 | 1 | |
| NVDA | $15,001 – $50,000 | 1 | |
| Visa Inc. (V) | $15,001 – $50,000 | 1 | |
| ABBV | $3,003 – $45,000 | 3 | |
| APD | $3,003 – $45,000 | 3 | |
| AXP | $3,003 – $45,000 | 3 | |
| ADI | $3,003 – $45,000 | 3 | |
| AJG | $3,003 – $45,000 | 3 | |
| BAC | $3,003 – $45,000 | 3 | |
| SCHW | $3,003 – $45,000 | 3 | |
| DOV | $3,003 – $45,000 | 3 | |
| EOG | $3,003 – $45,000 | 3 | |
| IBM | $3,003 – $45,000 | 3 | |
| MCD | $3,003 – $45,000 | 3 | |
| PG | $3,003 – $45,000 | 3 | |
| NOW | $3,003 – $45,000 | 1 | 2 |
| TJX | $3,003 – $45,000 | 3 | |
| PEG | $3,003 – $45,000 | 1 | 2 |
| IP | $3,003 – $45,000 | 1 | 2 |
| DGX | $3,003 – $45,000 | 1 | 2 |
| VRSK | $3,003 – $45,000 | 1 | 2 |
| ALK | $3,003 – $45,000 | 1 | 2 |
| FFIV | $3,003 – $45,000 | 1 | 2 |
| GEN | $3,003 – $45,000 | 1 | 2 |
| VRSN | $3,003 – $45,000 | 1 | 2 |
| WY | $3,003 – $45,000 | 1 | 2 |
| KR | $3,003 – $45,000 | 1 | 2 |
| AOS | $3,003 – $45,000 | 1 | 2 |
| AEE | $3,003 – $45,000 | 1 | 2 |
| CL | $3,003 – $45,000 | 1 | 2 |
| DVA | $3,003 – $45,000 | 1 | 2 |
| SRE | $3,003 – $45,000 | 1 | 2 |
| KEY | $3,003 – $45,000 | 1 | 2 |
| MKC | $3,003 – $45,000 | 1 | 2 |
| TAP | $3,003 – $45,000 | 1 | 2 |
| PAYX | $3,003 – $45,000 | 1 | 2 |
| PAYC | $3,003 – $45,000 | 1 | 2 |
| ROL | $3,003 – $45,000 | 1 | 2 |
| UDR | $3,003 – $45,000 | 1 | 2 |
| WEC | $3,003 – $45,000 | 1 | 2 |
| BLK | $3,003 – $45,000 | 3 | |
| UBER | $3,003 – $45,000 | 1 | 2 |
| PYPL | $3,003 – $45,000 | 1 | 2 |
| REGN | $3,003 – $45,000 | 1 | 2 |
| TER | $3,003 – $45,000 | 1 | 2 |
| TXN | $2,002 – $30,000 | 2 | |
| FI | $2,002 – $30,000 | 2 | |
| FISV | $2,002 – $30,000 | 1 | 1 |
| EQIX | $2,002 – $30,000 | 1 | 1 |
| LYB | $2,002 – $30,000 | 1 | 1 |
| AAPL | $2,002 – $30,000 | 2 | |
| LHX | $2,002 – $30,000 | 2 | |
| APTV | $2,002 – $30,000 | 1 | 1 |
| ANET | $2,002 – $30,000 | 1 | 1 |
| BWA | $2,002 – $30,000 | 1 | 1 |
| CAG | $2,002 – $30,000 | 2 | |
| STZ | $2,002 – $30,000 | 2 | |
| CEG | $2,002 – $30,000 | 1 | 1 |
| CVS | $2,002 – $30,000 | 2 | |
| DLTR | $2,002 – $30,000 | 1 | 1 |
| EIX | $2,002 – $30,000 | 1 | 1 |
| ES | $2,002 – $30,000 | 1 | 1 |
| Ford Motor Company Common Stock (F) | $2,002 – $30,000 | 1 | 1 |
| FCX | $2,002 – $30,000 | 1 | 1 |
| HAS | $2,002 – $30,000 | 1 | 1 |
| MSCI | $2,002 – $30,000 | 1 | 1 |
| ON | $2,002 – $30,000 | 1 | 1 |
| SBAC | $2,002 – $30,000 | 1 | 1 |
| SMCI | $2,002 – $30,000 | 1 | 1 |
| HSY | $2,002 – $30,000 | 1 | 1 |
| VST | $2,002 – $30,000 | 1 | 1 |
| ZTS | $2,002 – $30,000 | 2 | |
| CB | $2,002 – $30,000 | 2 | |
| ENPH | $2,002 – $30,000 | 1 | 1 |
| EL | $2,002 – $30,000 | 1 | 1 |
| JNPR | $2,002 – $30,000 | 1 | 1 |
| MKTX | $2,002 – $30,000 | 1 | 1 |
| PFE | $2,002 – $30,000 | 2 | |
| WBA | $2,002 – $30,000 | 1 | 1 |
| PPG | $2,002 – $30,000 | 2 | |
| FITB | $1,001 – $15,000 | ||
| SNPS | $1,001 – $15,000 | ||
| ALL | $1,001 – $15,000 | 1 | |
| ASML | $1,001 – $15,000 | 1 | |
| AZO | $1,001 – $15,000 | 1 | |
| BLBD | $1,001 – $15,000 | 1 | |
| CSL | $1,001 – $15,000 | 1 | |
| DAL | $1,001 – $15,000 | 1 | |
| DTM | $1,001 – $15,000 | 1 | |
| HCA | $1,001 – $15,000 | 1 | |
| ISRG | $1,001 – $15,000 | 1 | |
| JBTM | $1,001 – $15,000 | 1 | |
| JPM | $1,001 – $15,000 | 1 | |
| LRCX | $1,001 – $15,000 | 1 | |
| MMC | $1,001 – $15,000 | 1 | |
| MAS | $1,001 – $15,000 | 1 | |
| MU | $1,001 – $15,000 | 1 | |
| ORCL | $1,001 – $15,000 | 1 | |
| PANW | $1,001 – $15,000 | 1 | |
| PNR | $1,001 – $15,000 | 1 | |
| RJF | $1,001 – $15,000 | 1 | |
| RS | $1,001 – $15,000 | 1 | |
| SPGI | $1,001 – $15,000 | 1 | |
| CRM | $1,001 – $15,000 | 1 | |
| SHW | $1,001 – $15,000 | 1 | |
| SYK | $1,001 – $15,000 | 1 | |
| TMO | $1,001 – $15,000 | 1 | |
| TXNM | $1,001 – $15,000 | 1 | |
| VICI | $1,001 – $15,000 | 1 | |
| GWW | $1,001 – $15,000 | 1 | |
| WM | $1,001 – $15,000 | 1 | |
| WTW | $1,001 – $15,000 | 1 | |
| WDAY | $1,001 – $15,000 | 1 | |
| BALL | $1,001 – $15,000 | 1 | |
| TECH | $1,001 – $15,000 | 1 | |
| CPT | $1,001 – $15,000 | 1 | |
| CCI | $1,001 – $15,000 | 1 | |
| EA | $1,001 – $15,000 | 1 | |
| FDS | $1,001 – $15,000 | 1 | |
| FDX | $1,001 – $15,000 | 1 | |
| GNRC | $1,001 – $15,000 | 1 | |
| GPN | $1,001 – $15,000 | 1 | |
| DOC | $1,001 – $15,000 | 1 | |
| HSIC | $1,001 – $15,000 | 1 | |
| JBHT | $1,001 – $15,000 | 1 | |
| KDP | $1,001 – $15,000 | 1 | |
| KMB | $1,001 – $15,000 | 1 | |
| LVS | $1,001 – $15,000 | 1 | |
| LMT | $1,001 – $15,000 | 1 | |
| LOW | $1,001 – $15,000 | 1 | |
| MPC | $1,001 – $15,000 | 1 | |
| MTD | $1,001 – $15,000 | 1 | |
| PLD | $1,001 – $15,000 | 1 | |
| PTC | $1,001 – $15,000 | 1 | |
| Realty Income Corporation Common Stock (O) | $1,001 – $15,000 | 1 | |
| SW | $1,001 – $15,000 | 1 | |
| SBUX | $1,001 – $15,000 | 1 | |
| SYY | $1,001 – $15,000 | 1 | |
| TROW | $1,001 – $15,000 | 1 | |
| TGT | $1,001 – $15,000 | 1 | |
| SJM | $1,001 – $15,000 | 1 | |
| KHC | $1,001 – $15,000 | 1 | |
| TRMB | $1,001 – $15,000 | 1 | |
| DIS | $1,001 – $15,000 | 1 | |
| SONO | $1,001 – $15,000 | 1 | |
| TSM | $1,001 – $15,000 | 1 | |
| WBS | $1,001 – $15,000 | 1 | |
| ALC | $1,001 – $15,000 | 1 | |
| GOOGL | $1,001 – $15,000 | 1 | |
| PRKS | $1,001 – $15,000 | 1 | |
| ALB | $1,001 – $15,000 | 1 | |
| HII | $1,001 – $15,000 | 1 | |
| AES | $1,001 – $15,000 | 1 | |
| DOX | $1,001 – $15,000 | 1 | |
| CACI | $1,001 – $15,000 | 1 | |
| TFC | $1,001 – $15,000 | 1 | |
| ZBH | $1,001 – $15,000 | 1 | |
| MCHP | $1,001 – $15,000 | 1 | |
| ALE | $1,001 – $15,000 | 1 | |
| DELL | $1,001 – $15,000 | 1 | |
| INTU | $1,001 – $15,000 | 1 | |
| AMT | $1,001 – $15,000 | 1 | |
| AVGO | $1,001 – $15,000 | 1 | |
| CRL | $1,001 – $15,000 | 1 | |
| CSGP | $1,001 – $15,000 | 1 | |
| DG | $1,001 – $15,000 | 1 | |
| DOW | $1,001 – $15,000 | 1 | |
| LW | $1,001 – $15,000 | 1 | |
| MRNA | $1,001 – $15,000 | 1 | |
| NKE | $1,001 – $15,000 | 1 | |
| QRVO | $1,001 – $15,000 | 1 | |
| SOLV | $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.
| 2026-05-12 | 2026-06-12 | 31d | ABT Abbott Laboratories Common Stock | Sale | $1,001 – $15,000 | joint |
| 2026-05-12 | 2026-06-12 | 31d | ACN Accenture plc Class A Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2026-02-02 | 2026-08-05 | 184d | FITB Fifth Third Bancorp - Common Stock | Exchange | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | MMM 3M Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | ABT Abbott Laboratories Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | ABBV AbbVie Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | APD Air Products and Chemicals, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | GOOG Alphabet Inc. - Class C Capital Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | AXP American Express Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | ADI Analog Devices, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | AJG Arthur J. Gallagher & Co. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | BAC Bank of America Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | BX Blackstone Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | BMY Bristol-Myers Squibb Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | COF Capital One Financial Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | CARR Carrier Global Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | SCHW Charles Schwab Corporation | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | CVX Chevron Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | CME CME Group Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | CMS CMS Energy Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | CMCSA Comcast Corporation - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | COP ConocoPhillips Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | DHR Danaher Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | DE Deere & Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | DOV Dover Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | ETN Eaton Corporation, PLC Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | LLY Eli Lilly and Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | EOG EOG Resources, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | FIS Fidelity National Information Services, Inc. Common Stoc | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | GD General Dynamics Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | GS Goldman Sachs Group, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | HD Home Depot, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | IBM International Business Machines Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | JNJ Johnson & Johnson Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | MCD McDonald's Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | MDT Medtronic plc. Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | MRK Merck & Company, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | MSFT Microsoft Corporation - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | MDLZ Mondelez International, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | MS Morgan Stanley Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | NEE NextEra Energy, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | NSC Norfolk Southern Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | NXPI NXP Semiconductors N.V. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | PKG Packaging Corporation of America Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | PEP Pepsico, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | PM Philip Morris International Inc Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | PG Procter & Gamble Company | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | PGR Progressive Corporation | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | RSG Republic Services, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | RTX RTX Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | STX Seagate Technology Holdings PLC - Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | NOW | Sale | $1,001 – $15,000 | — |
| 2025-12-18 | 2026-01-15 | 28d | BK The Bank of New York Mellon Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | CI The Cigna Group Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | TJX TJX Companies, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | UNP Union Pacific Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | UNH UnitedHealth Group Incorporated Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | VZ Verizon Communications Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | WMT Walmart Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | WFC Wells Fargo & Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-18 | 2026-01-15 | 28d | XEL Xcel Energy Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-12-09 | 2026-01-15 | 37d | CMS CMS Energy Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-09 | 2026-01-15 | 37d | PEG Public Service Enterprise Group Incorporated Common Stoc | Sale | $1,001 – $15,000 | joint |
| 2025-12-08 | 2026-08-05 | 240d | CMS Stock | Sale | $1,001 – $15,000 | — |
| 2025-12-08 | 2026-08-05 | 240d | PEG Public Service Enterprise Group Incorporated Common Stoc | Purchase | $1,001 – $15,000 | joint |
| 2025-12-08 | 2026-08-05 | 240d | PEG Public Service Enterprise Group Incorporated Common Stoc | Sale | $1,001 – $15,000 | joint |
| 2025-12-08 | 2026-08-05 | 240d | NOW ServiceNow, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-12-08 | 2026-08-05 | 240d | NOW ServiceNow, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-12-03 | 2026-01-15 | 43d | BA Boeing Company | Sale | $1,001 – $15,000 | joint |
| 2025-12-02 | 2026-08-05 | 246d | BA Boeing Company | Purchase | $1,001 – $15,000 | joint |
| 2025-12-02 | 2026-08-05 | 246d | BA Boeing Company | Sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | MMM 3M Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | ABT Abbott Laboratories Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | ABBV AbbVie Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | APD Air Products and Chemicals, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | GOOG Alphabet Inc. - Class C Capital Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | AXP American Express Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | ADI Analog Devices, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | AJG Arthur J. Gallagher & Co. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | BAC Bank of America Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | BX Blackstone Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | BMY Bristol-Myers Squibb Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | COF Capital One Financial Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | CARR Carrier Global Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | SCHW Charles Schwab Corporation | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | CVX Chevron Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | CME CME Group Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | CMS CMS Energy Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | CMCSA Comcast Corporation - Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | COP ConocoPhillips Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | DHR Danaher Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | DE Deere & Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | DOV Dover Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | ETN Eaton Corporation, PLC Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | EOG EOG Resources, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | FIS Fidelity National Information Services, Inc. Common Stoc | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | GD General Dynamics Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | GS Goldman Sachs Group, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | HD Home Depot, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | IBM International Business Machines Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | JNJ Johnson & Johnson Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | MCD McDonald's Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | MDT Medtronic plc. Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | MRK Merck & Company, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | MSFT Microsoft Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | MDLZ Mondelez International, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | MS Morgan Stanley Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | NEE NextEra Energy, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | NSC Norfolk Southern Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | NXPI NXP Semiconductors N.V. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | PKG Packaging Corporation of America Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | PEP Pepsico, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | PM Philip Morris International Inc Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | PG Procter & Gamble Company | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | PGR Progressive Corporation | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | RSG Republic Services, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | RTX RTX Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | STX Seagate Technology Holdings PLC - Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | TXN Texas Instruments Incorporated - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | BK The Bank of New York Mellon Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | CI The Cigna Group Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | TJX TJX Companies, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | UNP Union Pacific Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | UNH UnitedHealth Group Incorporated Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | VZ Verizon Communications Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | WMT Walmart Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | WFC Wells Fargo & Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-13 | 2025-12-11 | 28d | XEL Xcel Energy Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-11-03 | 2025-12-11 | 38d | ADBE Adobe Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-11-03 | 2025-12-11 | 38d | IP International Paper Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-11-03 | 2025-12-11 | 38d | MDLZ Mondelez International, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-11-03 | 2025-12-11 | 38d | DGX Quest Diagnostics Incorporated Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-11-03 | 2025-12-11 | 38d | VRSK Verisk Analytics, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-31 | 2025-11-14 | 14d | GOOG Alphabet Inc. - Class C Capital Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-31 | 2025-11-14 | 14d | PH Parker-Hannifin Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-30 | 2026-08-05 | 279d | ADBE Adobe Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-30 | 2026-08-05 | 279d | ADBE Adobe Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-30 | 2026-08-05 | 279d | IP International Paper Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-30 | 2026-08-05 | 279d | IP International Paper Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-30 | 2026-08-05 | 279d | MDLZ Mondelez International, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-30 | 2026-08-05 | 279d | MDLZ Mondelez International, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-30 | 2026-08-05 | 279d | DGX Quest Diagnostics Incorporated Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-30 | 2026-08-05 | 279d | DGX Quest Diagnostics Incorporated Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-30 | 2026-08-05 | 279d | VRSK Verisk Analytics, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-30 | 2026-08-05 | 279d | VRSK Verisk Analytics, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-27 | 2025-11-14 | 18d | GOOG Alphabet Inc. - Class C Capital Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-22 | 2025-11-14 | 23d | ALK Alaska Air Group, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-22 | 2025-11-14 | 23d | DE Deere & Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-22 | 2025-11-14 | 23d | FFIV F5, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-22 | 2025-11-14 | 23d | GEN Gen Digital Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-22 | 2025-11-14 | 23d | VRSN | Sale | $1,001 – $15,000 | — |
| 2025-10-21 | 2026-08-05 | 288d | ALK Alaska Air Group, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-21 | 2026-08-05 | 288d | ALK Alaska Air Group, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-21 | 2026-08-05 | 288d | DE Deere & Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-21 | 2026-08-05 | 288d | FFIV F5, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-21 | 2026-08-05 | 288d | FFIV F5, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-21 | 2026-08-05 | 288d | GEN Gen Digital Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-21 | 2026-08-05 | 288d | GEN Gen Digital Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-21 | 2026-08-05 | 288d | WY Weyerhaeuser Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-21 | 2026-08-05 | 288d | WY Weyerhaeuser Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-21 | 2025-11-14 | 24d | GOOG Alphabet Inc. - Class C Capital Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-21 | 2025-11-14 | 24d | PNC PNC Financial Services Group, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-10-08 | 2025-11-14 | 37d | PH Parker-Hannifin Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-10-07 | 2025-11-14 | 38d | CARR Carrier Global Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-07 | 2025-11-14 | 38d | DHR Danaher Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-06 | 2025-11-14 | 39d | CARR Carrier Global Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-06 | 2025-11-14 | 39d | FI Fiserv, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-06 | 2025-11-14 | 39d | KR Kroger Company | Sale | $1,001 – $15,000 | joint |
| 2025-10-03 | 2026-08-05 | 306d | CARR Carrier Global Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-03 | 2026-08-05 | 306d | CARR Carrier Global Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-03 | 2026-08-05 | 306d | FISV Fiserv, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-10-03 | 2026-08-05 | 306d | FISV Fiserv, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-03 | 2026-08-05 | 306d | KR Kroger Company | Purchase | $1,001 – $15,000 | joint |
| 2025-10-03 | 2026-08-05 | 306d | KR Kroger Company | Sale | $1,001 – $15,000 | joint |
| 2025-10-03 | 2026-08-05 | 306d | VRSN VeriSign, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-10-03 | 2026-08-05 | 306d | VRSN VeriSign, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | AOS A.O. Smith Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | AEE Ameren Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | CL Colgate-Palmolive Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | DVA DaVita Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | SRE DBA Sempra Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | EQIX Equinix, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | HON Honeywell International Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | KEY KeyCorp Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | LYB LyondellBasell Industries NV Ordinary Shares Class A | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | MKC McCormick & Company, Incorporated Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | TAP Molson Coors Beverage Company Class B Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | MNST Monster Beverage Corporation - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | PAYX Paychex, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | PAYC Paycom Software, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | ROL Rollins, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | CI The Cigna Group Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | UDR UDR, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | WEC WEC Energy Group, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-25 | 2025-10-07 | 12d | XEL Xcel Energy Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | AOS A.O. Smith Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | AOS A.O. Smith Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | Agilent Technologies, Inc. Common Stock (A) | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | Agilent Technologies, Inc. Common Stock (A) | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | AEE Ameren Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | AEE Ameren Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | CL Colgate-Palmolive Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | CL Colgate-Palmolive Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | DVA DaVita Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | DVA DaVita Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | SRE DBA Sempra Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | SRE DBA Sempra Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | DE | Sale | $1,001 – $15,000 | — |
| 2025-09-23 | 2026-08-05 | 316d | EQIX Equinix, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | HON Honeywell International Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | HON Honeywell International Inc. | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | KEY KeyCorp Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | KEY KeyCorp Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | LYB Ordinary Shares Class A | Purchase | $1,001 – $15,000 | — |
| 2025-09-23 | 2026-08-05 | 316d | MKC McCormick & Company, Incorporated Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | MKC McCormick & Company, Incorporated Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | TAP Molson Coors Beverage Company Class B Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | TAP Molson Coors Beverage Company Class B Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | MNST Monster Beverage Corporation - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | MNST Monster Beverage Corporation - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | PAYX Paychex, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | PAYX Paychex, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | PAYC Paycom Software, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | PAYC Paycom Software, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | ROL Rollins, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | ROL Rollins, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | CI The Cigna Group Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | CI The Cigna Group Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | UDR UDR, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | UDR UDR, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | WEC WEC Energy Group, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-09-23 | 2026-08-05 | 316d | WEC WEC Energy Group, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-09-16 | 2025-10-07 | 21d | XOM Exxon Mobil Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | MMM 3M Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | ABT Abbott Laboratories Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | ABBV AbbVie Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | APD Air Products and Chemicals, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | AXP American Express Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | ADI Analog Devices, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | AJG Arthur J. Gallagher & Co. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | BAC Bank of America Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | BX Blackstone Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | BMY Bristol-Myers Squibb Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | COF Capital One Financial Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | SCHW Charles Schwab Corporation | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | CVX Chevron Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | CME CME Group Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | CMS CMS Energy Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | CMCSA Comcast Corporation - Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | COP ConocoPhillips Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | DE Deere & Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | DOV Dover Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | ETN Eaton Corporation, PLC Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | EOG EOG Resources, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | XOM Exxon Mobil Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | FIS Fidelity National Information Services, Inc. Common Stoc | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | GD General Dynamics Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | GS Goldman Sachs Group, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | HD Home Depot, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | IBM International Business Machines Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | JNJ Johnson & Johnson Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | MCD McDonald's Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | MDT Medtronic plc. Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | MRK Merck & Company, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | MSFT Microsoft Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | MDLZ Mondelez International, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | MS Morgan Stanley Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | NEE NextEra Energy, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | NSC Norfolk Southern Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | NXPI NXP Semiconductors N.V. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | PKG Packaging Corporation of America Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | PH Parker-Hannifin Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | PEP Pepsico, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | PM Philip Morris International Inc Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | PNC PNC Financial Services Group, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | PG Procter & Gamble Company | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | PGR Progressive Corporation | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | RSG Republic Services, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | RTX RTX Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | STX Seagate Technology Holdings PLC - Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | TXN Texas Instruments Incorporated - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | BK The Bank of New York Mellon Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | CI The Cigna Group Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | TJX TJX Companies, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | UNP Union Pacific Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | UNH UnitedHealth Group Incorporated Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | VZ Verizon Communications Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | WMT Walmart Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | WFC Wells Fargo & Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-14 | 2025-09-11 | 28d | XEL Xcel Energy Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-08-11 | 2025-09-11 | 31d | BLK BlackRock, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-08-11 | 2025-09-11 | 31d | CME CME Group Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-08-04 | 2025-09-11 | 38d | PKG Packaging Corporation of America Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-07-29 | 2025-08-14 | 16d | MSFT Microsoft Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-29 | 2025-08-14 | 16d | STX Seagate Technology Holdings PLC - Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-25 | 2025-08-14 | 20d | CVX Chevron Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-07-25 | 2025-08-14 | 20d | XOM Exxon Mobil Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-25 | 2025-08-14 | 20d | PKG Packaging Corporation of America Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-07-25 | 2025-08-14 | 20d | PH Parker-Hannifin Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-24 | 2025-08-14 | 21d | UNH UnitedHealth Group Incorporated Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-22 | 2025-08-14 | 23d | BLK BlackRock, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-22 | 2025-08-14 | 23d | CME CME Group Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-07-22 | 2025-08-14 | 23d | PKG Packaging Corporation of America Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-07-22 | 2025-08-14 | 23d | PM Philip Morris International Inc Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-07-21 | 2025-08-14 | 24d | CVX Chevron Corporation Common Stock | Exchange | $1,001 – $15,000 | joint |
| 2025-07-18 | 2025-08-14 | 27d | SNPS Synopsys, Inc. - Common Stock | Exchange | $1,001 – $15,000 | joint |
| 2025-07-18 | 2025-08-14 | 27d | BK The Bank of New York Mellon Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-06-30 | 2025-07-14 | 14d | PLTR Palantir Technologies Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-06-18 | 2025-07-14 | 26d | MMM 3M Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-06-13 | 2025-07-14 | 31d | MRK Merck & Company, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-19 | 2025-06-13 | 25d | COF Capital One Financial Corporation Common Stock | Exchange | $1,001 – $15,000 | joint |
| 2025-05-15 | 2025-06-13 | 29d | FIS Fidelity National Information Services, Inc. Common Stoc | Purchase | $1,001 – $15,000 | joint |
| 2025-05-15 | 2025-06-13 | 29d | MS Morgan Stanley Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-05-15 | 2025-06-13 | 29d | BK The Bank of New York Mellon Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-05-07 | 2026-08-05 | 455d | MDT Medtronic plc. Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-05-02 | 2025-06-13 | 42d | GD General Dynamics Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-30 | 2025-05-14 | 14d | FIS Fidelity National Information Services, Inc. Common Stoc | Purchase | $1,001 – $15,000 | joint |
| 2025-04-22 | 2025-05-14 | 22d | BX Blackstone Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-22 | 2025-05-14 | 22d | FIS Fidelity National Information Services, Inc. Common Stoc | Purchase | $1,001 – $15,000 | joint |
| 2025-04-15 | 2025-05-14 | 29d | UPS United Parcel Service, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-11 | 2025-05-14 | 33d | MMM 3M Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-11 | 2025-05-14 | 33d | UPS United Parcel Service, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | ADBE Adobe Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | ALL Allstate Corporation | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | GOOG Alphabet Inc. - Class C Capital Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | AMZN Amazon.com, Inc. - Common Stock | Sale | $15,001 – $50,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | AAPL Apple Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | ASML ASML Holding N.V. - New York Registry Shares | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | AZO AutoZone, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | BLBD Blue Bird Corporation - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | CSL Carlisle Companies Incorporated Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | CVX Chevron Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | CVX | Sale | $1,001 – $15,000 | — |
| 2025-04-07 | 2025-05-14 | 37d | DAL | Sale | $1,001 – $15,000 | — |
| 2025-04-07 | 2025-05-14 | 37d | DTM DT Midstream, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | ETN Eaton Corporation, PLC Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | LLY Eli Lilly and Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | XOM Exxon Mobil Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | FI Fiserv, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | HCA HCA Healthcare, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | HON Honeywell International Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | ISRG Intuitive Surgical, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | JBTM JBT Marel Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | JPM JP Morgan Chase & Co. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | LHX L3Harris Technologies, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | LRCX Lam Research Corporation - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | MMC Marsh & McLennan Companies, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | MAS Masco Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | META Meta Platforms, Inc. - Class A Common Stock | Sale | $15,001 – $50,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | MU Micron Technology, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | MSFT Microsoft Corporation - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | MDLZ Mondelez International, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | MS Morgan Stanley Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | NFLX Netflix, Inc. - Common Stock | Sale | $15,001 – $50,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | NVDA NVIDIA Corporation - Common Stock | Sale | $15,001 – $50,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | ORCL Oracle Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | PANW Palo Alto Networks, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | PNR Pentair plc. Ordinary Share | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | PGR Progressive Corporation | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | RJF Raymond James Financial, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | RS Reliance, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | RTX RTX Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | SPGI S&P Global Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | CRM Salesforce, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | SHW Sherwin-Williams Company | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | SYK Stryker Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | TMO Thermo Fisher Scientific Inc Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | TXNM TXNM Energy, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | UBER Uber Technologies, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | UNH UnitedHealth Group Incorporated Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | VICI VICI Properties Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | Visa Inc. (V) | Sale | $15,001 – $50,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | GWW W.W. Grainger, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | WM Waste Management, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | WTW Willis Towers Watson Public Limited Company - Ordinary S | Sale | $1,001 – $15,000 | joint |
| 2025-04-07 | 2025-05-14 | 37d | WDAY Workday, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | MMM 3M Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | Agilent Technologies, Inc. Common Stock (A) | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | APTV Aptiv PLC Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | ANET Arista Networks, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | BALL Ball Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | TECH Bio-Techne Corp - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | BA Boeing Company | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | BWA BorgWarner Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | BMY Bristol-Myers Squibb Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | CPT Camden Property Trust Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | COF Capital One Financial Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | CMCSA Comcast Corporation - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | CAG ConAgra Brands, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | COP ConocoPhillips Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | STZ Constellation Brands, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | CEG Constellation Energy Corporation - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | CCI Crown Castle Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | CVS CVS Health Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | DLTR Dollar Tree, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | ETN Eaton Corporation, PLC Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | EIX Edison International Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | EA Electronic Arts Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | ES Eversource Energy | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | FDS FactSet Research Systems Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | FDX FedEx Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | Ford Motor Company Common Stock (F) | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | FCX Freeport-McMoRan, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | GNRC Generac Holdlings Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | GPN Global Payments Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | HAS Hasbro, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | DOC Healthpeak Properties, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | HSIC Henry Schein, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | HD Home Depot, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | JBHT J.B. Hunt Transport Services, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | JNJ Johnson & Johnson Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | KDP Keurig Dr Pepper Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | KMB Kimberly-Clark Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | LHX L3Harris Technologies, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | LVS Las Vegas Sands Corp. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | LMT Lockheed Martin Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | LOW Lowe's Companies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | MPC Marathon Petroleum Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | MTD Mettler-Toledo International, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | MSFT Microsoft Corporation - Common Stock | Sale | $15,001 – $50,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | MSFT Microsoft Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | MSCI MSCI Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | NEE NextEra Energy, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | NSC Norfolk Southern Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | ON ON Semiconductor Corporation - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | PLTR Palantir Technologies Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | PYPL PayPal Holdings, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | PEP PepsiCo, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | PEP PepsiCo, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | PLD Prologis, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | PTC PTC Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | Realty Income Corporation Common Stock (O) | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | REGN Regeneron Pharmaceuticals, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | RSG Republic Services, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | SBAC SBA Communications Corporation - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | SW Smurfit WestRock plc Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | SBUX Starbucks Corporation - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | SMCI Super Micro Computer, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | SYY Sysco Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | TROW T. Rowe Price Group, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | TGT Target Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | TER Teradyne, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | HSY The Hershey Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | SJM The J.M. Smucker Company Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | KHC The Kraft Heinz Company - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | TRMB Trimble Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | UBER Uber Technologies, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | UPS United Parcel Service, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | UPS United Parcel Service, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | VZ Verizon Communications Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | VST Vistra Corp. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | DIS Walt Disney Company | Sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | WY Weyerhaeuser Company Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-04-01 | 2025-05-14 | 43d | ZTS Zoetis Inc. Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-31 | 2025-05-14 | 44d | AAPL Apple Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-21 | 2025-04-14 | 24d | COF Capital One Financial Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-14 | 26d | ACN Accenture plc Class A Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-03-19 | 2025-04-14 | 26d | CI The Cigna Group Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-15 | 2026-08-05 | 508d | MMM 2000135564 JT 3M Company Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-03-14 | 2025-04-14 | 31d | ACN Accenture plc Class A Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-12 | 2025-04-14 | 33d | MMM 3M Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-03-12 | 2025-04-14 | 33d | ACN Accenture plc Class A Ordinary Shares | Partial sale | $1,001 – $15,000 | joint |
| 2025-03-11 | 2025-04-14 | 34d | SONO Sonos, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-11 | 2025-04-14 | 34d | TSM Taiwan Semiconductor Manufacturing Company Ltd. | Sale | $1,001 – $15,000 | joint |
| 2025-03-11 | 2025-04-14 | 34d | WBS Webster Financial Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-03 | 2025-04-14 | 42d | ACN Accenture plc Class A Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-03-03 | 2025-04-14 | 42d | Agilent Technologies, Inc. Common Stock (A) | Sale | $1,001 – $15,000 | joint |
| 2025-03-03 | 2025-04-14 | 42d | ALC Alcon Inc. Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-03-03 | 2025-04-14 | 42d | GOOGL Alphabet Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-03 | 2025-04-14 | 42d | PNC PNC Financial Services Group, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-03-03 | 2025-04-14 | 42d | TER Teradyne, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-03-03 | 2025-04-14 | 42d | CI The Cigna Group Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-03 | 2025-04-14 | 42d | PRKS United Parks & Resorts Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-03-03 | 2025-04-14 | 42d | ZTS Zoetis Inc. Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-25 | 2025-03-12 | 15d | UNP Union Pacific Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-24 | 2025-03-12 | 16d | BLK BlackRock, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-24 | 2025-03-12 | 16d | COF Capital One Financial Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-24 | 2025-03-12 | 16d | GS Goldman Sachs Group, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2025-02-24 | 2025-03-12 | 16d | PNC PNC Financial Services Group, Inc. | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-24 | 2025-03-12 | 16d | PGR Progressive Corporation | Purchase | $1,001 – $15,000 | joint |
| 2025-02-24 | 2025-03-12 | 16d | BK The Bank of New York Mellon Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-14 | 2025-03-12 | 26d | COF Capital One Financial Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-14 | 2025-03-12 | 26d | CB Chubb Limited Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-14 | 2025-03-12 | 26d | PGR Progressive Corporation | Purchase | $1,001 – $15,000 | joint |
| 2025-02-14 | 2025-03-12 | 26d | RTX RTX Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-14 | 2025-03-12 | 26d | BK The Bank of New York Mellon Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | ALB Albemarle Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | APTV Aptiv PLC Ordinary Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | ANET Arista Networks, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | BA Boeing Company | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | BWA BorgWarner Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | CEG Constellation Energy Corporation - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | ETN Eaton Corporation, PLC Ordinary Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | EIX Edison International Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | ENPH Enphase Energy, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | EL Estee Lauder Companies, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | Ford Motor Company Common Stock (F) | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | FCX Freeport-McMoRan, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | HII Huntington Ingalls Industries, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | JNPR Juniper Networks, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | MKTX MarketAxess Holdings, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | ON ON Semiconductor Corporation - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | PLTR Palantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | PYPL PayPal Holdings, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | PFE Pfizer, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | REGN Regeneron Pharmaceuticals, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | TER Teradyne, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | TSLA Tesla, Inc. - Common Stock | Sale | $15,001 – $50,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | AES The AES Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | VST Vistra Corp. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | WBA Walgreens Boots Alliance, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-12 | 2025-03-12 | 28d | WFC Wells Fargo & Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-11 | 2025-03-12 | 29d | DOX Amdocs Limited - Ordinary Shares | Sale | $1,001 – $15,000 | joint |
| 2025-02-11 | 2025-03-12 | 29d | CACI CACI International, Inc. Class A Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-11 | 2025-03-12 | 29d | PYPL PayPal Holdings, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-11 | 2025-03-12 | 29d | TSLA Tesla, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-11 | 2025-03-12 | 29d | TFC Truist Financial Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-11 | 2025-03-12 | 29d | ZBH Zimmer Biomet Holdings, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-05 | 2025-03-12 | 35d | MCHP Microchip Technology Incorporated - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-02-05 | 2025-03-12 | 35d | NXPI NXP Semiconductors N.V. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-02-03 | 2025-03-12 | 37d | ETN Eaton Corporation, PLC Ordinary Shares | Purchase | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-12 | 15d | ALE Allete, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-12 | 15d | DELL Dell Technologies Inc. Class C Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-12 | 15d | INTU Intuit Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-01-28 | 2025-02-12 | 15d | PEP Pepsico, Inc. | Sale | $1,001 – $15,000 | joint |
| 2025-01-27 | 2025-02-12 | 16d | PPG PPG Industries, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-01-24 | 2025-02-12 | 19d | CB Chubb Limited Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-24 | 2025-02-12 | 19d | GS Goldman Sachs Group, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2025-01-24 | 2025-02-12 | 19d | MS Morgan Stanley Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-24 | 2025-02-12 | 19d | PGR Progressive Corporation | Purchase | $1,001 – $15,000 | joint |
| 2025-01-17 | 2025-02-12 | 26d | MRK Merck & Company, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-17 | 2025-02-12 | 26d | WMT Walmart Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | AMT American Tower Corporation | Sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | BA Boeing Company | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | BMY Bristol-Myers Squibb Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | AVGO Broadcom Inc. - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | CRL Charles River Laboratories International, Inc. Common St | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | CAG ConAgra Brands, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | COP ConocoPhillips Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | STZ Constellation Brands, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | CSGP CoStar Group, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | CVS CVS Health Corporation Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | DHR Danaher Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | DG Dollar General Corporation Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | DLTR Dollar Tree, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | DOW Dow Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | ENPH Enphase Energy, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | EL Estee Lauder Companies, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | ES Eversource Energy | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | HAS Hasbro, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | JNPR Juniper Networks, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | LW Lamb Weston Holdings, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | MKTX MarketAxess Holdings, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | MRNA Moderna, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | MNST Monster Beverage Corporation - Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | MSCI MSCI Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | NEE NextEra Energy, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | NKE Nike, Inc. Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | PLTR Palantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | PEP Pepsico, Inc. | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | PFE Pfizer, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | QRVO Qorvo, Inc. - Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | REGN Regeneron Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | SBAC SBA Communications Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | SOLV Solventum Corporation Common Stock | Sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | SMCI Super Micro Computer, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | CI The Cigna Group Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | HSY The Hershey Company Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | UBER Uber Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | VZ Verizon Communications Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2025-01-15 | 2025-02-12 | 28d | WBA Walgreens Boots Alliance, Inc. - Common Stock | Purchase | $1,001 – $15,000 | joint |
| 2025-01-13 | 2025-02-12 | 30d | PPG PPG Industries, Inc. Common Stock | Partial sale | $1,001 – $15,000 | joint |
| 2024-03-15 | 2025-04-14 | 395d | MMM 3M Company 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 2026-09-11T13:19:00.869Z. All congressional trading →