Lisa McClain stock trades
Lisa McClain, the representative for MI-09, filed 10 periodic transaction reports in 2025 and 2026, disclosing 1367 stock trades we could read: 692 purchases and 675 sales, worth between $2.3M and $22.7M in total.
Disclosed stock trades
| Traded | Stock | Type | Amount | Owner | Filed |
|---|---|---|---|---|---|
| Sep 30, 2026 | IBRXImmunityBio, Inc. | Buy | $1,001 – $15,000 | Spouse | Oct 12 ↗ |
| Sep 30, 2026 | MSFTMicrosoft | Buy | $1,001 – $15,000 | Spouse | Oct 12 ↗ |
| Sep 30, 2026 | STXSeagate Technology | Sell (partial) | $15,001 – $50,000 | Spouse | Oct 12 ↗ |
| Sep 28, 2026 | CATCaterpillar | Buy | $1,001 – $15,000 | — | Oct 12 ↗ |
| Sep 28, 2026 | IBRXImmunityBio, Inc. | Buy | $1,001 – $15,000 | Spouse | Oct 12 ↗ |
| Sep 14, 2026 | CACICACI International | Buy | $15,001 – $50,000 | — | Oct 12 ↗ |
| Sep 14, 2026 | NGNOVAGOLD RESOURCES INC | Buy | $1,001 – $15,000 | Spouse | Oct 12 ↗ |
| Sep 14, 2026 | OLNOLIN Corp | Buy | $15,001 – $50,000 | Spouse | Oct 12 ↗ |
| Sep 14, 2026 | RIGTransocean Ltd. | Buy | $15,001 – $50,000 | Spouse | Oct 12 ↗ |
| Feb 06, 2026 | BBAIBigBear.ai Holdings, Inc. | Buy | $15,001 – $50,000 | — | Mar 04 ↗ |
| Feb 04, 2026 | BBAIBigBear.ai Holdings, Inc. | Buy | $1,001 – $15,000 | — | Mar 04 ↗ |
| Oct 31, 2025 | ABBVAbbVie | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | ACIWACI Worldwide | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | AMDAdvanced Micro Devices | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | AKAMAkamai Technologies | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | BABAAlibaba Group Holding Ltd | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | ALLEAllegion | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | GOOGLAlphabet Inc. (Class A) | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | GOOGAlphabet Inc. (Class C) | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | AXPAmerican Express | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | AMHAmerican Homes 4 Rent | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | APPFAppFolio | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | AAPLApple | Sell | $15,001 – $50,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | ASMLASML Holding N.V. New York Registry Shares | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | AZNASTRAZENECA PLC | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | BACBank of America | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | BCSBARCLAYS PLC | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | BAXBaxter International | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | BRK-BBerkshire Hathaway | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | BHPBHP Group Ltd | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | BLBlackLine Systems | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | BSXBoston Scientific | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | BPBP PLC | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | BCOBrink's | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | AVGOBroadcom | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | BROBrown & Brown | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | BWXTBWX Technologies | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | CACICACI International | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | CASYCasey's | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | CHRDChord Energy | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | CIENCiena | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | CLXClorox | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | KOCoca-Cola Company (The) | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | COHRCoherent | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | COPConocoPhillips | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | CEGConstellation Energy | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | CNMCore & Main | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | CMICummins | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | CVSCVS Health | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | DHID. R. Horton | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | DRIDarden Restaurants | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | DDOGDatadog | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | SRESempra | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | DELLDell Technologies | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | DALDelta Air Lines | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | DKSDick's Sporting Goods | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | DUKDuke Energy | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | ETNEaton | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | ECLEcolab | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | EMEEmcor | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | EHCEncompass Health | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | ENTGEntegris | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | WTRGEssential Utilities | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | EXCExelon | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | XOMExxonMobil | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | FNFabrinet | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | FIVEFive Below | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | FMCFMC | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | FTNTFortinet | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | ITGartner | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | GTYGetty Realty | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | GSGoldman Sachs | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | GSKGSK plc | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | HASHasbro | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | HDBHDFC BANK LTD | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | HPEHewlett Packard Enterprise | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | HOMBHome BancShares | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | HMCHONDA MOTOR CO LTD | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | HWMHowmet Aerospace | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | HUMHumana | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | IEXIDEX | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | ITWIllinois Tool Works | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | ILMNIllumina | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | INGING GROEP NV | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | ITTITT | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | JDJD.com, Inc. | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | JNJJohnson & Johnson | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | JPMJPMorgan Chase | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | KVUEKenvue Inc. | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | KRGKite Realty Group Trust | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | LLoews | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | LPXLouisiana-Pacific | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | MGYMagnolia Oil & Gas | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | MTZMasTec | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | MCDMcDonald's | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | METAMeta Platforms | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | MGPI | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | MSFTMicrosoft | Sell | $15,001 – $50,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | MKSIMKS Instruments | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | NFLXNetflix | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | NTRSNorthern Trust | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | NCLHNorwegian Cruise Line | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | NVSNOVARTIS AG | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | NVONOVO NORDISK A S | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | NVDANvidia | Sell | $15,001 – $50,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | OPCHOption Care Health | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | ORCLOracle | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | ORLYO'Reilly Automotive | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | OSKOshkosh | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | OTISOtis Worldwide | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | PLTRPalantir Technologies | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | PDDPDD Holdings | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | PEPPepsiCo | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | PFGCPerformance Food | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | PIIPolaris | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | PFGPrincipal Financial | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | QLYSQualys | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | PWRQuanta Services | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | RBARB Global | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | RFRegions Financial | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | RGENRepligen | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | RIORIO TINTO PLC | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | ROIVRoivant Sciences | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | SNDKSandisk | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | SAPSAP SE | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | SAICScience Applications Intl | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | SBCFSeacoast Banking Corporation of Florida | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | SHWSherwin-Williams | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | SLBSchlumberger | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | SGISomnigroup International | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | SONYSony Group Corp | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | SRSpire | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | SFMSprouts Farmers Market | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | SFStifel | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | SYYSysco | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | TERTeradyne | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | TSLATesla | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | TXTTextron | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | SJMJ.M. Smucker Company (The) | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | TMOThermo Fisher Scientific | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | TMUST-Mobile US | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | TCOMTrip.com Group Ltd | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | UBERUber | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | UTHRUnited Therapeutics | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | UNHUnitedHealth | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | UNMUnum | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | UEUrban Edge Properties | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | VALEVale S.A. | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | VRTVertiv | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | VVisa | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | VSTVistra | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | WRBW. R. Berkley | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | WMTWalmart | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 31, 2025 | WSFSWSFS Financial | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 31, 2025 | WYNNWynn Resorts | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ABBVAbbVie | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | ABBVAbbVie | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | ACIWACI Worldwide | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ACIWACI Worldwide | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AMDAdvanced Micro Devices | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AMDAdvanced Micro Devices | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AKAMAkamai Technologies | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AKAMAkamai Technologies | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BABAAlibaba Group Holding Ltd | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BABAAlibaba Group Holding Ltd | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ALLEAllegion | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ALLEAllegion | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | GOOGLAlphabet Inc. (Class A) | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | GOOGLAlphabet Inc. (Class A) | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | GOOGAlphabet Inc. (Class C) | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | GOOGAlphabet Inc. (Class C) | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AXPAmerican Express | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AXPAmerican Express | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AMHAmerican Homes 4 Rent | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AMHAmerican Homes 4 Rent | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | APPFAppFolio | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | APPFAppFolio | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AAPLApple | Buy | $15,001 – $50,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AAPLApple | Sell | $15,001 – $50,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ASMLASML Holding N.V. New York Registry Shares | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ASMLASML Holding N.V. New York Registry Shares | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AZNASTRAZENECA PLC | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AZNASTRAZENECA PLC | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BACBank of America | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BACBank of America | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BCSBARCLAYS PLC | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BCSBARCLAYS PLC | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BAXBaxter International | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | BAXBaxter International | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | BRK-BBerkshire Hathaway | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | BRK-BBerkshire Hathaway | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | BHPBHP Group Ltd | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BHPBHP Group Ltd | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BLBlackLine Systems | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BLBlackLine Systems | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BSXBoston Scientific | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BSXBoston Scientific | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BPBP PLC | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | BPBP PLC | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | BCOBrink's | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BCOBrink's | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AVGOBroadcom | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | AVGOBroadcom | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | BROBrown & Brown | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | BROBrown & Brown | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | BWXTBWX Technologies | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | BWXTBWX Technologies | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | CACICACI International | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | CACICACI International | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | CASYCasey's | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | CASYCasey's | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | CHRDChord Energy | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | CHRDChord Energy | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | CIENCiena | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | CIENCiena | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | CLXClorox | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | CLXClorox | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | KOCoca-Cola Company (The) | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | KOCoca-Cola Company (The) | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | COHRCoherent | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | COHRCoherent | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | COPConocoPhillips | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | COPConocoPhillips | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | CEGConstellation Energy | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | CEGConstellation Energy | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | CNMCore & Main | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | CNMCore & Main | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | CMICummins | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | CMICummins | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | CVSCVS Health | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | CVSCVS Health | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | DHID. R. Horton | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | DHID. R. Horton | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | DRIDarden Restaurants | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | DRIDarden Restaurants | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | DDOGDatadog | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | DDOGDatadog | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SRESempra | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SRESempra | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | DELLDell Technologies | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | DELLDell Technologies | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | DALDelta Air Lines | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | DALDelta Air Lines | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | DKSDick's Sporting Goods | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | DKSDick's Sporting Goods | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | DUKDuke Energy | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | DUKDuke Energy | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ETNEaton | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ETNEaton | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ECLEcolab | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | ECLEcolab | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | EMEEmcor | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | EMEEmcor | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | EHCEncompass Health | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | EHCEncompass Health | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ENTGEntegris | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ENTGEntegris | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | WTRGEssential Utilities | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | WTRGEssential Utilities | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | EXCExelon | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | EXCExelon | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | XOMExxonMobil | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | XOMExxonMobil | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | FNFabrinet | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | FNFabrinet | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | FIVEFive Below | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | FIVEFive Below | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | FMCFMC | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | FMCFMC | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | FTNTFortinet | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | FTNTFortinet | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ITGartner | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | ITGartner | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | GTYGetty Realty | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | GTYGetty Realty | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | GSGoldman Sachs | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | GSGoldman Sachs | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | GSKGSK plc | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | GSKGSK plc | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | HASHasbro | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | HASHasbro | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | HDBHDFC BANK LTD | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | HDBHDFC BANK LTD | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | HPEHewlett Packard Enterprise | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | HPEHewlett Packard Enterprise | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | HOMBHome BancShares | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | HOMBHome BancShares | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | HMCHONDA MOTOR CO LTD | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | HMCHONDA MOTOR CO LTD | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | HWMHowmet Aerospace | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | HWMHowmet Aerospace | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | HUMHumana | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | HUMHumana | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | IEXIDEX | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | IEXIDEX | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ITWIllinois Tool Works | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | ITWIllinois Tool Works | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | ILMNIllumina | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ILMNIllumina | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | INGING GROEP NV | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | INGING GROEP NV | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | ITTITT | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | ITTITT | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | JDJD.com, Inc. | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | JDJD.com, Inc. | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | JNJJohnson & Johnson | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | JNJJohnson & Johnson | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | JPMJPMorgan Chase | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | JPMJPMorgan Chase | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | KVUEKenvue Inc. | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | KVUEKenvue Inc. | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | KRGKite Realty Group Trust | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | KRGKite Realty Group Trust | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | LLoews | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | LLoews | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | LPXLouisiana-Pacific | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | LPXLouisiana-Pacific | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | MGYMagnolia Oil & Gas | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | MGYMagnolia Oil & Gas | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | MTZMasTec | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | MTZMasTec | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | MCDMcDonald's | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | MCDMcDonald's | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | METAMeta Platforms | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | METAMeta Platforms | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | MGPI | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | MGPI | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | MSFTMicrosoft | Buy | $15,001 – $50,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | MSFTMicrosoft | Sell | $15,001 – $50,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | MKSIMKS Instruments | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | MKSIMKS Instruments | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | NFLXNetflix | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | NFLXNetflix | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | NTRSNorthern Trust | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | NTRSNorthern Trust | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | NCLHNorwegian Cruise Line | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | NCLHNorwegian Cruise Line | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | NVSNOVARTIS AG | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | NVSNOVARTIS AG | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | NVONOVO NORDISK A S | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | NVONOVO NORDISK A S | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | NVDANvidia | Buy | $15,001 – $50,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | NVDANvidia | Sell | $15,001 – $50,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | OPCHOption Care Health | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | OPCHOption Care Health | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ORCLOracle | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ORCLOracle | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ORLYO'Reilly Automotive | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ORLYO'Reilly Automotive | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | OSKOshkosh | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | OSKOshkosh | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | OTISOtis Worldwide | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | OTISOtis Worldwide | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | PLTRPalantir Technologies | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | PLTRPalantir Technologies | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | PDDPDD Holdings | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | PDDPDD Holdings | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | PEPPepsiCo | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | PEPPepsiCo | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | PFGCPerformance Food | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | PFGCPerformance Food | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | PIIPolaris | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | PIIPolaris | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | PFGPrincipal Financial | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | PFGPrincipal Financial | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | QLYSQualys | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | QLYSQualys | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | PWRQuanta Services | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | PWRQuanta Services | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | RBARB Global | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | RBARB Global | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | RFRegions Financial | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | RFRegions Financial | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | RGENRepligen | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | RGENRepligen | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | RIORIO TINTO PLC | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | RIORIO TINTO PLC | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ROIVRoivant Sciences | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | ROIVRoivant Sciences | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SNDKSandisk | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SNDKSandisk | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SAPSAP SE | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SAPSAP SE | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SAICScience Applications Intl | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SAICScience Applications Intl | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SBCFSeacoast Banking Corporation of Florida | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SBCFSeacoast Banking Corporation of Florida | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SHWSherwin-Williams | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SHWSherwin-Williams | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SLBSchlumberger | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SLBSchlumberger | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SGISomnigroup International | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | SGISomnigroup International | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | SONYSony Group Corp | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SONYSony Group Corp | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SRSpire | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | SRSpire | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | SFMSprouts Farmers Market | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SFMSprouts Farmers Market | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SFStifel | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SFStifel | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SYYSysco | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | SYYSysco | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TERTeradyne | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TERTeradyne | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TSLATesla | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TSLATesla | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TXTTextron | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | TXTTextron | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | SJMJ.M. Smucker Company (The) | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | SJMJ.M. Smucker Company (The) | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | TMOThermo Fisher Scientific | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TMOThermo Fisher Scientific | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TMUST-Mobile US | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TMUST-Mobile US | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TCOMTrip.com Group Ltd | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | TCOMTrip.com Group Ltd | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | UBERUber | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | UBERUber | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | UTHRUnited Therapeutics | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | UTHRUnited Therapeutics | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | UNHUnitedHealth | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | UNHUnitedHealth | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | UNMUnum | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | UNMUnum | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | UEUrban Edge Properties | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | UEUrban Edge Properties | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | VALEVale S.A. | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | VRTVertiv | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | VRTVertiv | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | VVisa | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | VVisa | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | VSTVistra | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | VSTVistra | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | WRBW. R. Berkley | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | WRBW. R. Berkley | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | WMTWalmart | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | WMTWalmart | Buy | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 30, 2025 | WSFSWSFS Financial | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | WSFSWSFS Financial | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | WYNNWynn Resorts | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 30, 2025 | WYNNWynn Resorts | Buy | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 15, 2025 | CIENCiena | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | AMZNAmazon | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | AAPLApple | Sell (partial) | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | ANETArista Networks | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 14, 2025 | ASMLASML Holding N.V. New York Registry Shares | Sell (partial) | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | BLKBlackRock | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 14, 2025 | FLEXFlex | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | HSBCHSBC HOLDINGS PLC | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 14, 2025 | HHyatt | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | INGRIngredion | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | IBKRInteractive Brokers | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | LYGLloyds Banking Group plc | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | METAMeta Platforms | Sell (partial) | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | NTESNetEase, Inc. | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | ROLRollins | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 14, 2025 | SAPSAP SE | Sell (partial) | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | SNDRSchneider National | Sell | $1,001 – $15,000 | — | Nov 21 ↗ |
| Oct 14, 2025 | SHELShell plc | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Sell (partial) | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Oct 14, 2025 | TMTOYOTA MOTOR CORP/ | Sell | $1,001 – $15,000 | Spouse | Nov 21 ↗ |
| Sep 25, 2025 | ADCAgree Realty | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | APDAir Products | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | AMZNAmazon | Sell (partial) | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | AMHAmerican Homes 4 Rent | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | AMGNAmgen | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | ASMLASML Holding N.V. New York Registry Shares | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | BAXBaxter International | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | BBTBeacon Financial | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | BCCBoise Cascade | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | BTIBritish American Tobacco p.l.c. | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | CHDChurch & Dwight | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | KOCoca-Cola Company (The) | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | CONConcentra Group Holdings Parent | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | CSGPCoStar | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | DHRDanaher | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | DRIDarden Restaurants | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | DEODIAGEO PLC | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | DLBDolby | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | DTDynatrace | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | WTRGEssential Utilities | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | FMCFMC | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | FCXFreeport-McMoRan | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | GTYGetty Realty | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | HDBHDFC BANK LTD | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | HRLHormel Foods | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | HUMHumana | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | INGRIngredion | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | KVUEKenvue Inc. | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | LPXLouisiana-Pacific | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | MANManpowerGroup | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | CARTMaplebear | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | MMSIMerit Medical Systems | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | MGPI | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | NTESNetEase, Inc. | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | NVSNOVARTIS AG | Sell (partial) | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | OPCHOption Care Health | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | RSReliance | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | ROLRollins | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | RHPRyman Hospitality Properties | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | SAPSAP SE | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | SBACSBA Communications | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | SLBSchlumberger | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | SNDRSchneider National | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 25, 2025 | SFMSprouts Farmers Market | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 25, 2025 | ULUNILEVER PLC | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | ACIAlbertsons | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 11, 2025 | ALGNAlign Technology | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | AMZNAmazon | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | AAPLApple | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | BHPBHP Group Ltd | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | BURLBurlington Stores | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 11, 2025 | CARRCarrier Global | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | CTASCintas | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | CLColgate-Palmolive | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | CVLTCommVault Systems | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | CONConcentra Group Holdings Parent | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 11, 2025 | STZConstellation Brands | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 11, 2025 | CNMCore & Main | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 11, 2025 | DEODIAGEO PLC | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | DLBDolby | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | DTDynatrace | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 11, 2025 | EXPOExponent | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | FLOFlowers Foods | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 11, 2025 | FCNFTI Consulting | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 11, 2025 | ITGartner | Buy | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 11, 2025 | GPKGraphic Packaging | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | HCAHCA Healthcare | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 11, 2025 | HDBHDFC BANK LTD | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | HRLHormel Foods | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | INTUIntuit | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | KDPKeurig Dr Pepper | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | LILi Auto Inc. | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | MANManpowerGroup | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | MSFTMicrosoft | Sell (partial) | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | NWGNatWest Group plc | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | NVSNOVARTIS AG | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | NVONOVO NORDISK A S | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | OGEOGE Energy | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | PYPLPayPal | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | QLYSQualys | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | SNYSanofi | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | SBACSBA Communications | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | SAICScience Applications Intl | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | SNPSSynopsys | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | TSLATesla | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | TXRHTexas Roadhouse | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | TTETotalEnergies SE | Sell | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | TYLTyler Technologies | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 11, 2025 | ULUNILEVER PLC | Buy | $1,001 – $15,000 | Spouse | Oct 22 ↗ |
| Sep 11, 2025 | UPSUnited Parcel Service | Sell | $1,001 – $15,000 | — | Oct 22 ↗ |
| Sep 08, 2025 | STXSeagate Technology | Buy | $15,001 – $50,000 | Spouse | Oct 22 ↗ |
| Aug 28, 2025 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Sell (partial) | $50,001 – $100,000 | Spouse | Sep 12 ↗ |
| Aug 19, 2025 | ACIWACI Worldwide | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 19, 2025 | HCAHCA Healthcare | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | ADCAgree Realty | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | AKAMAkamai Technologies | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | LNTAlliant Energy | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | APPFAppFolio | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | ANETArista Networks | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | BILLBill | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | BLBlackLine Systems | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | BURLBurlington Stores | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | CLColgate-Palmolive | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | CVLTCommVault Systems | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | CSGPCoStar | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | CUBECubeSmart | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | DDOGDatadog | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | DPZDomino's | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | DUOLDuolingo | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | ELVElevance Health | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | EQNREQUINOR ASA | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | EXPOExponent | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | FTNTFortinet | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | FCXFreeport-McMoRan | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | FCNFTI Consulting | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | GWREGuidewire Software | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | IBNICICI BANK LTD | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | INFYInfosys Ltd | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | IBKRInteractive Brokers | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | INTUIntuit | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | JDJD.com, Inc. | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | KRGKite Realty Group Trust | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | LILi Auto Inc. | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | CARTMaplebear | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | NWGNatWest Group plc | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | NNNNNN Reit | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | OGEOGE Energy | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | PFGCPerformance Food | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | SAPSAP SE | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | NOWServiceNow | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | FUNSix Flags | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | SNPSSynopsys | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | TPLTexas Pacific Land | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | TXRHTexas Roadhouse | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | TTDTrade Desk, Inc. | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | TTETotalEnergies SE | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | TMTOYOTA MOTOR CORP/ | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | TYLTyler Technologies | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | UNHUnitedHealth | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | USFDUS Foods | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | VRSKVerisk Analytics | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 13, 2025 | WSOWatsco | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 13, 2025 | YUMYum! Brands | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 07, 2025 | BBAIBigBear.ai Holdings, Inc. | Buy | $15,001 – $50,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | APDAir Products | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | ALGNAlign Technology | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | LNTAlliant Energy | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | BUDAnheuser-Busch InBev SA/NV | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | MTArcelorMittal | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | BAXBaxter International | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | BHPBHP Group Ltd | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | BCCBoise Cascade | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | BSXBoston Scientific | Sell (partial) | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | BTIBritish American Tobacco p.l.c. | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | BROBrown & Brown | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | CSLCarlisle Companies | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | CARRCarrier Global | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | CHDChurch & Dwight | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | CSCOCisco | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | CNHCNH Industrial | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | CAGConagra Brands | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | CRWDCrowdStrike | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | CUBECubeSmart | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | DEODIAGEO PLC | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | DOCUDocusign | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | DLBDolby | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | DBXDropbox | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | EMNEastman Chemical | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | ENTGEntegris | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | EPAMEPAM Systems | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | EQNREQUINOR ASA | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | FRFirst Industrial Realty Trust | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | FLEXFlex | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | FLOFlowers Foods | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | FCPTFour Corners Property Trust | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | GSGoldman Sachs | Sell (partial) | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | GGGGraco | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | GPIGroup 1 Automotive | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | GSKGSK plc | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | GWREGuidewire Software | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | HDBHDFC BANK LTD | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | DOCHealthpeak Properties | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | HIMSHims & Hers Health | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | HONHoneywell Technologies | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | HWMHowmet Aerospace | Sell (partial) | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | IEXIDEX | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | INFYInfosys Ltd | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | JNJJohnson & Johnson | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | LADLithia Motors | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | MGYMagnolia Oil & Gas | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | MKCMcCormick & | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | MEDPMedpace | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | MRKMerck & | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | MUMicron Technology | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | MKSIMKS Instruments | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | MORNMorningstar | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | NTESNetEase, Inc. | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | NYTNew York Times | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | NOGNorthern Oil and Gas | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | NOVTNovanta | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | NVONOVO NORDISK A S | Sell (partial) | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | ORLYO'Reilly Automotive | Sell (partial) | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | OTISOtis Worldwide | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | PAYXPaychex | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | PYPLPayPal | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | PFEPfizer | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | PECOPhillips Edison & | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | RRCRange Resources | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | RSReliance | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | ROPRoper Technologies | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | RGLDRoyal Gold | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | RHPRyman Hospitality Properties | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | SNYSanofi | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | SAPSAP SE | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | NOWServiceNow | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | SONYSony Group Corp | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | THCTenet Health | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | TXNTexas Instruments | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | TXTTextron | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | ULUNILEVER PLC | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | UNPUnion Pacific | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | UPSUnited Parcel Service | Buy | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | UNMUnum | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | VRSKVerisk Analytics | Buy | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | WHRWhirlpool | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | WDAYWorkday | Sell | $1,001 – $15,000 | Spouse | Sep 12 ↗ |
| Aug 04, 2025 | XPOXPO | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | ZTSZoetis | Sell | $1,001 – $15,000 | — | Sep 12 ↗ |
| Aug 04, 2025 | AMZNAmazon | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Aug 04, 2025 | AMATApplied Materials | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Aug 04, 2025 | AJGArthur J. Gallagher & | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Aug 04, 2025 | ALVAutoliv | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | ABBVAbbVie | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | ABBVAbbVie | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | ACIAlbertsons | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | BABAAlibaba Group Holding Ltd | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | AMZNAmazon | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | ARAntero Resources | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | AAPLApple | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | AMATApplied Materials | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | ASMLASML Holding N.V. New York Registry Shares | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | AZNASTRAZENECA PLC | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | ALVAutoliv | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | BAXBaxter International | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | BHPBHP Group Ltd | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | CSCOCisco | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | CNHCNH Industrial | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | CAGConagra Brands | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | CWCurtiss-Wright | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | DHRDanaher | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | DRIDarden Restaurants | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | DBXDropbox | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | EHCEncompass Health | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | EPAMEPAM Systems | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | XOMExxonMobil | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | ITGartner | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | GPIGroup 1 Automotive | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | HDBHDFC BANK LTD | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | HRLHormel Foods | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | KMIKinder Morgan | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | LADLithia Motors | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | LULULululemon Athletica | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | MKCMcCormick & | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | MEDPMedpace | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | MMSIMerit Medical Systems | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | METAMeta Platforms | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | MUMicron Technology | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | MORNMorningstar | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | NTESNetEase, Inc. | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | NYTNew York Times | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | NOVTNovanta | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | NVSNOVARTIS AG | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | RRCRange Resources | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | RGENRepligen | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | RVTYRevvity | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | ROPRoper Technologies | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | RGLDRoyal Gold | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | SNYSanofi | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | SAPSAP SE | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | SLBSchlumberger | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | SBUXStarbucks | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | TRGPTarga Resources | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | TFXTeleflex | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | TPLTexas Pacific Land | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | TMOThermo Fisher Scientific | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | ULUNILEVER PLC | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | UNPUnion Pacific | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | WATWaters | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | WDFCWD-40 | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | WSTWest Pharmaceutical Services | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | WALWestern Alliance Bancorporation | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | WHRWhirlpool | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 22, 2025 | XPOXPO | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 22, 2025 | ZTSZoetis | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | WMSAdvanced Drainage Systems | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | AAgilent Technologies | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | ACIAlbertsons | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | BUDAnheuser-Busch InBev SA/NV | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | ADPAutomatic Data Processing | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | BRK-BBerkshire Hathaway | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | BLKBlackRock | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | SCHWCharles Schwab | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | CTSHCognizant | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | CDPCOPT Defense Properties | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | CUZCousins Properties | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | CRWDCrowdStrike | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | DRIDarden Restaurants | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | DEDeere & | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | FANGDiamondback Energy | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | LLYLilly (Eli) | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | EQHEquitable | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | EGEverest | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | FCPTFour Corners Property Trust | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | ITGartner | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | GISGeneral Mills | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | HDHome Depot (The) | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | HRLHormel Foods | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | IBMIBM | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | ISRGIntuitive Surgical | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | JKHYJack Henry & Associates | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | KMBKimberly-Clark | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | LSTRLandstar System | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | LINLinde | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | LULULululemon Athletica | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | METAMeta Platforms | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | MSFTMicrosoft | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | MUFGMITSUBISHI UFJ FINANCIAL GROUP INC | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | NEMNewmont | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | NICENICE Ltd. | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | NOGNorthern Oil and Gas | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | NOVNOV | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | PANWPalo Alto Networks | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | PAYXPaychex | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | PDDPDD Holdings | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | PFEPfizer | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | PECOPhillips Edison & | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | PRGSProgress Software | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | PGRProgressive | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | CRMSalesforce | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | CRMSalesforce | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | SAPSAP SE | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | SLBSchlumberger | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | SCIService Corp Intl | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | FUNSix Flags | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | TFXTeleflex | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | UPSUnited Parcel Service | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | WPCW. P. Carey | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | WRBW. R. Berkley | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 16, 2025 | WATWaters | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | WDFCWD-40 | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 16, 2025 | WALWestern Alliance Bancorporation | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | ABTAbbott Laboratories | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | ACNAccenture | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | ADBEAdobe | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | AIGAmerican International | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | ARAntero Resources | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | TAT&T | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | ADSKAutodesk | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | ADPAutomatic Data Processing | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | BJBJ's Wholesale Club | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | BRBroadridge Financial Solutions | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | SCHWCharles Schwab | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | KOCoca-Cola Company (The) | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | CTSHCognizant | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | COSTCostco | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | CUZCousins Properties | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | CWCurtiss-Wright | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | DTDynatrace | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | ECECOPETROL S.A. | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | ELVElevance Health | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | LLYLilly (Eli) | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | EIGEmployers Holdings | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | ELSEquity Lifestyle Properties | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | FTVFortive | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | GISGeneral Mills | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | GLGlobe Life | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | GMEDGlobus Medical | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | HLNHaleon plc | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | HDHome Depot (The) | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | INGRIngredion | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | ISRGIntuitive Surgical | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | JKHYJack Henry & Associates | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | KMBKimberly-Clark | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | KMIKinder Morgan | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | MNSTMonster Beverage | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | NGGNATIONAL GRID PLC | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | NVONOVO NORDISK A S | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | OKTAOkta | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | PANWPalo Alto Networks | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | PENPenumbra | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | PMPhilip Morris International | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | PGProcter & Gamble | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | PRGSProgress Software | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | PGRProgressive | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | PWRQuanta Services | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | SESea Ltd | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | SFMSprouts Farmers Market | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | TSLATesla | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | USFDUS Foods | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | VZVerizon | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | VNOMViper Energy | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jul 10, 2025 | WPCW. P. Carey | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jul 10, 2025 | WMBWilliams Companies | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | ABTAbbott Laboratories | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | ACNAccenture | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | AGCOAGCO | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | GOOGLAlphabet Inc. (Class A) | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | AMGNAmgen | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | ATRAptarGroup | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | MTArcelorMittal | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | BDXBecton Dickinson | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | BPBP PLC | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | BTIBritish American Tobacco p.l.c. | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | CHEChemed | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | CVXChevron | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | CHRDChord Energy | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | CHDChurch & Dwight | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | CLXClorox | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | CNHCNH Industrial | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | KOCoca-Cola Company (The) | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | CLColgate-Palmolive | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | COPConocoPhillips | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | CRGYCrescent Energy | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | CMICummins | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | DEDeere & | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | DEODIAGEO PLC | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | DLBDolby | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | DOWDow | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | DUOLDuolingo | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | DTDynatrace | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | EBAYeBay | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | ELVElevance Health | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | EQNREQUINOR ASA | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | XOMExxonMobil | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | GISGeneral Mills | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | GMEDGlobus Medical | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | GFIGOLD FIELDS LTD | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | GSKGSK plc | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | GWREGuidewire Software | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | HLNHaleon plc | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | HALHalliburton | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | HMCHONDA MOTOR CO LTD | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | HUMHumana | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | IBNICICI BANK LTD | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | INFYInfosys Ltd | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | INGING GROEP NV | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | INGRIngredion | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | IBKRInteractive Brokers | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | INTUIntuit | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | JDJD.com, Inc. | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | JNJJohnson & Johnson | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | LINLinde | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | LYBLyondellBasell | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | MGYMagnolia Oil & Gas | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | MAMastercard | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | MCDMcDonald's | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | MRKMerck & | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | NGGNATIONAL GRID PLC | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | NWGNatWest Group plc | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | NOCNorthrop Grumman | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | NOVNOV | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | OVVOvintiv | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | PEPPepsiCo | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | PMPhilip Morris International | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | PGProcter & Gamble | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | RBARB Global | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | RIORIO TINTO PLC | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | ROSTRoss Stores | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | SCIService Corp Intl | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | SGISomnigroup International | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | SONYSony Group Corp | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | SBUXStarbucks | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | TXRHTexas Roadhouse | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | SJMJ.M. Smucker Company (The) | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | TTETotalEnergies SE | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | TMTOYOTA MOTOR CORP/ | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | TCOMTrip.com Group Ltd | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | UNHUnitedHealth | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | VALEVale S.A. | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | VRSNVerisign | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | VZVerizon | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | VNOMViper Energy | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 24, 2025 | WMWaste Management | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 24, 2025 | YUMYum! Brands | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 23, 2025 | ADBEAdobe | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | ABBVAbbVie | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | WMSAdvanced Drainage Systems | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | AMDAdvanced Micro Devices | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | AAgilent Technologies | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | ADCAgree Realty | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | ALKAlaska Air | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | BABAAlibaba Group Holding Ltd | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | ALLEAllegion | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | AMZNAmazon | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | AXPAmerican Express | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | AIGAmerican International | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | AAPLApple | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | ARMKAramark | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | AWIArmstrong World Industries | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | ASMLASML Holding N.V. New York Registry Shares | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | AZNASTRAZENECA PLC | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | TAT&T | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | AVTRAvantor | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | BACBank of America | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | BCSBARCLAYS PLC | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | BDXBecton Dickinson | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | BHPBHP Group Ltd | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | BILLBill | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | BKHBlack Hills | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | BTIBritish American Tobacco p.l.c. | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | AVGOBroadcom | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | BRBroadridge Financial Solutions | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | BF-BBrown–Forman | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | BCBrunswick | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | BURLBurlington Stores | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | CPBThe Campbell's | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | CPRICapri Holdings Ltd | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | CSLCarlisle Companies | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | CVXChevron | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | CHDChurch & Dwight | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | CIENCiena | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | CNHCNH Industrial | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | COHRCoherent | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | CLColgate-Palmolive | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | CBUCommunity Bank System | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | STZConstellation Brands | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | CNMCore & Main | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | COSTCostco | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | CYTKCytokinetics | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | DHID. R. Horton | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | SRESempra | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | DALDelta Air Lines | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | FANGDiamondback Energy | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | DKSDick's Sporting Goods | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | DOCUDocusign | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | DUKDuke Energy | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | DUOLDuolingo | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | DTDynatrace | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | EMNEastman Chemical | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | EBAYeBay | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | EMEEmcor | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | EIGEmployers Holdings | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | ELSEquity Lifestyle Properties | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | ESNTEssent Group | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | EGEverest | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | EVTCEVERTEC | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | EXCExelon | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | FFINFirst Financial Bankshares | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | FHBFirst Hawaiian | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | FRFirst Industrial Realty Trust | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | FTVFortive | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | GATXGATX | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | GISGeneral Mills | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | GNWGenworth Financial | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | GLGlobe Life | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | GMEDGlobus Medical | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | GGGGraco | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | GPKGraphic Packaging | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | GSKGSK plc | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | GWREGuidewire Software | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | HALHalliburton | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | HASHasbro | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | HDBHDFC BANK LTD | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | HQYHealthEquity | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | DOCHealthpeak Properties | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | HPEHewlett Packard Enterprise | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | HTHHilltop Holdings | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | HOMBHome BancShares | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | HONHoneywell Technologies | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | HSBCHSBC HOLDINGS PLC | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | HHyatt | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | ITWIllinois Tool Works | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | IRTIndependence Realty Trust | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | INFYInfosys Ltd | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | IBKRInteractive Brokers | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | IBMIBM | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | INTUIntuit | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | ITTITT | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | JDJD.com, Inc. | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | JNJJohnson & Johnson | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | JPMJPMorgan Chase | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | KBHKB Home | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | KDPKeurig Dr Pepper | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | KRGKite Realty Group Trust | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | LSTRLandstar System | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | LNCLincoln Financial | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | LYGLloyds Banking Group plc | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | LLoews | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | LPXLouisiana-Pacific | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | MAMastercard | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | MTGMGIC Investment | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | MUFGMITSUBISHI UFJ FINANCIAL GROUP INC | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | MNSTMonster Beverage | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | FIZZNational Beverage | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | NWGNatWest Group plc | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | NTESNetEase, Inc. | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | NBIXNeurocrine Biosciences | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | NEMNewmont | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | NNNNNN Reit | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | NOKNOKIA CORP | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | NTRSNorthern Trust | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | NOCNorthrop Grumman | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | NWENorthWestern Energy | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | NCLHNorwegian Cruise Line | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | NVSNOVARTIS AG | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | NVDANvidia | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | OKTAOkta | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | ORCLOracle | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | PLTRPalantir Technologies | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | PKPark Hotels & Resorts | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | PIIPolaris | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | PFGPrincipal Financial | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | RFRegions Financial | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | RSReliance | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | RGENRepligen | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | RVTYRevvity | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | RLIRLI | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | ROIVRoivant Sciences | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | ROSTRoss Stores | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | CRMSalesforce | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | SNYSanofi | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | SESea Ltd | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | SBCFSeacoast Banking Corporation of Florida | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | SIGISelective Insurance | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | NOWServiceNow | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | SHWSherwin-Williams | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | SNNSMITH & NEPHEW PLC | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | SONYSony Group Corp | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | SBSISouthside Bancshares | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | SRSpire | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | SBUXStarbucks | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | STWDStarwood Property Trust | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | SFStifel | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | TERTeradyne | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | TSLATesla | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | TXNTexas Instruments | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | TXRHTexas Roadhouse | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | MIDDMiddleby | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | TKRTimken | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | TMUST-Mobile US | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | TTETotalEnergies SE | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | TMTOYOTA MOTOR CORP/ | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | TNLTravel + Leisure | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | TRNTrinity Industries | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | ULUNILEVER PLC | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | UPSUnited Parcel Service | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | UNHUnitedHealth | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | UNMUnum | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | UEUrban Edge Properties | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | VRSNVerisign | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | VSTVistra | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | VOYAVoya Financial | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | WMTWalmart | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | WMWaste Management | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | WSOWatsco | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | WSTWest Pharmaceutical Services | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 17, 2025 | WDAYWorkday | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 17, 2025 | WSFSWSFS Financial | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | AGCOAGCO | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | ADCAgree Realty | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | ALKAlaska Air | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | GOOGAlphabet Inc. (Class C) | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | AALAmerican Airlines | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | BUDAnheuser-Busch InBev SA/NV | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | ARMKAramark | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | AWIArmstrong World Industries | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | AVTRAvantor | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | AVNTAvient | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | BRK-BBerkshire Hathaway | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | BHPBHP Group Ltd | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | BJBJ's Wholesale Club | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | BCOBrink's | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | AVGOBroadcom | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | BF-BBrown–Forman | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | BCBrunswick | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | BURLBurlington Stores | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | BWXTBWX Technologies | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | CPRICapri Holdings Ltd | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | CASYCasey's | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | CNOCNO Financial | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | CBUCommunity Bank System | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | CDPCOPT Defense Properties | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | CNMCore & Main | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | CYTKCytokinetics | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | DGDollar General | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | EQNREQUINOR ASA | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | ESNTEssent Group | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | EVTCEVERTEC | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | FNBFNB | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | FFINFirst Financial Bankshares | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | FHBFirst Hawaiian | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | FIVEFive Below | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | FLOFlowers Foods | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | FCPTFour Corners Property Trust | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | FBRTFranklin BSP Realty Trust | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | GMEGameStop | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | GATXGATX | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | GNWGenworth Financial | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | GTYGetty Realty | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | GFIGOLD FIELDS LTD | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | HDBHDFC BANK LTD | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | HQYHealthEquity | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | HTHHilltop Holdings | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | HMNHorace Mann Educators | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | IRTIndependence Realty Trust | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | JPMJPMorgan Chase | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | KRGKite Realty Group Trust | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | LILi Auto Inc. | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | LNCLincoln Financial | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | LPXLouisiana-Pacific | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | MGYMagnolia Oil & Gas | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | MTZMasTec | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | MTGMGIC Investment | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | MSFTMicrosoft | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | MCOMoody's | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | FIZZNational Beverage | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | NTESNetEase, Inc. | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | NBIXNeurocrine Biosciences | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | NJRNew Jersey Resources | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | NOKNOKIA CORP | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | NVSNOVARTIS AG | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | NVDANvidia | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | PHParker Hannifin | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | PATKPatrick Industries | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | RGENRepligen | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | RLIRLI | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | SAICScience Applications Intl | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | SIGISelective Insurance | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | SFMSprouts Farmers Market | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | STWDStarwood Property Trust | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | THCTenet Health | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | CPBThe Campbell's | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | MIDDMiddleby | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | TKRTimken | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | TJXTJX Companies | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | TTCToro | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | TNLTravel + Leisure | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | TRNTrinity Industries | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 11, 2025 | UBSIUnited Bankshares | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | UTHRUnited Therapeutics | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | UNMUnum | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | VRTXVertex Pharmaceuticals | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 11, 2025 | VOYAVoya Financial | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 10, 2025 | GOOGAlphabet Inc. (Class C) | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | BKRBaker Hughes | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | AVGOBroadcom | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | DELLDell Technologies | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 10, 2025 | ECECOPETROL S.A. | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 10, 2025 | HDBHDFC BANK LTD | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | JPMJPMorgan Chase | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 10, 2025 | LXPLexington Realty Trust | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | MLMMartin Marietta Materials | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 10, 2025 | MCOMoody's | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | NVSNOVARTIS AG | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | NVDANvidia | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | PDDPDD Holdings | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | PHIPLDT Inc. | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 10, 2025 | RGLDRoyal Gold | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | SAPSAP SE | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | TMOThermo Fisher Scientific | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | VRTXVertex Pharmaceuticals | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | VRTVertiv | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2025 | VNTVontier | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | BABAAlibaba Group Holding Ltd | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | GOOGAlphabet Inc. (Class C) | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | AMZNAmazon | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | AALAmerican Airlines | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | BUDAnheuser-Busch InBev SA/NV | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | AAPLApple | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | ASMLASML Holding N.V. New York Registry Shares | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | AZNASTRAZENECA PLC | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | CNOCNO Financial | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 09, 2025 | COSTCostco | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | CRGYCrescent Energy | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | DGDollar General | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | ETNEaton | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | ECECOPETROL S.A. | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 09, 2025 | LLYLilly (Eli) | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | FNBFNB | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 09, 2025 | FLOFlowers Foods | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 09, 2025 | FCPTFour Corners Property Trust | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 09, 2025 | FBRTFranklin BSP Realty Trust | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 09, 2025 | GTYGetty Realty | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | HDBHDFC BANK LTD | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | HDHome Depot (The) | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | HMNHorace Mann Educators | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | ILMNIllumina | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | ISRGIntuitive Surgical | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | JPMJPMorgan Chase | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 09, 2025 | KBHKB Home | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | LXPLexington Realty Trust | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | LYBLyondellBasell | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | MSFTMicrosoft | Buy | $15,001 – $50,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | NJRNew Jersey Resources | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | NWENorthWestern Energy | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | NVSNOVARTIS AG | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | NVONOVO NORDISK A S | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | NVDANvidia | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | PANWPalo Alto Networks | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | PKPark Hotels & Resorts | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 09, 2025 | PDDPDD Holdings | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | PHIPLDT Inc. | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 09, 2025 | RGLDRoyal Gold | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | SAPSAP SE | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | NOWServiceNow | Sell (partial) | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 09, 2025 | SHELShell plc | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | SHOPShopify | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | SNNSMITH & NEPHEW PLC | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jun 09, 2025 | SBSISouthside Bancshares | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | SNPSSynopsys | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | TSLATesla | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | TTCToro | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | ULUNILEVER PLC | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | UBSIUnited Bankshares | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | UBSIUnited Bankshares | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | VNTVontier | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 09, 2025 | WYNNWynn Resorts | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Mar 28, 2025 | HUBSHubSpot | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Mar 28, 2025 | TTDTrade Desk, Inc. | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Mar 21, 2025 | CRMSalesforce | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Mar 21, 2025 | WDAYWorkday | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Mar 20, 2025 | ANETArista Networks | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Mar 20, 2025 | CMGChipotle Mexican Grill | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Mar 20, 2025 | SYYSysco | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Mar 20, 2025 | VRTVertiv | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Mar 13, 2025 | ETNEaton | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Mar 12, 2025 | DTDynatrace | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Mar 12, 2025 | EMREmerson Electric | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Mar 12, 2025 | NOWServiceNow | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Feb 24, 2025 | WMBWilliams Companies | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Feb 21, 2025 | HUBSHubSpot | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Feb 21, 2025 | SHWSherwin-Williams | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Feb 21, 2025 | TTDTrade Desk, Inc. | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Feb 21, 2025 | UBERUber | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Feb 14, 2025 | INTUIntuit | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Feb 05, 2025 | DTDynatrace | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Feb 05, 2025 | ETNEaton | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Feb 05, 2025 | EMREmerson Electric | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Feb 05, 2025 | NOWServiceNow | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jan 22, 2025 | AVGOBroadcom | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jan 22, 2025 | NXPINXP Semiconductors | Sell | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jan 15, 2025 | DELLDell Technologies | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Jan 15, 2025 | ZTSZoetis | Sell | $1,001 – $15,000 | — | Aug 13 ↗ |
| Dec 11, 2024 | GOOGLAlphabet Inc. (Class A) | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | AMZNAmazon | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | AAPLApple | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | ANETArista Networks | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Dec 11, 2024 | AJGArthur J. Gallagher & | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Dec 11, 2024 | BKRBaker Hughes | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | BSXBoston Scientific | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | CMGChipotle Mexican Grill | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Dec 11, 2024 | CTASCintas | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | COSTCostco | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | ETNEaton | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | ECLEcolab | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Dec 11, 2024 | LLYLilly (Eli) | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | GSGoldman Sachs | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | HDHome Depot (The) | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | HWMHowmet Aerospace | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Dec 11, 2024 | INTUIntuit | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | ISRGIntuitive Surgical | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | MLMMartin Marietta Materials | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Dec 11, 2024 | METAMeta Platforms | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | MSFTMicrosoft | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | MCOMoody's | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | NFLXNetflix | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | NVDANvidia | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | NXPINXP Semiconductors | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | ORLYO'Reilly Automotive | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | PANWPalo Alto Networks | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | PHParker Hannifin | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | CRMSalesforce | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Dec 11, 2024 | NOWServiceNow | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Dec 11, 2024 | SHWSherwin-Williams | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | SHOPShopify | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | SNPSSynopsys | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | TTDTrade Desk, Inc. | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | TMOThermo Fisher Scientific | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | TJXTJX Companies | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | VRTXVertex Pharmaceuticals | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | VVisa | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Dec 11, 2024 | ZTSZoetis | Buy | $1,001 – $15,000 | — | Aug 13 ↗ |
| Nov 08, 2024 | SMRNUSCALE POWER Corp | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Nov 08, 2024 | TSLATesla | Buy | $15,001 – $50,000 | Spouse | Aug 13 ↗ |
| Nov 07, 2024 | NVDANvidia | Buy | $100,001 – $250,000 | Spouse | Aug 13 ↗ |
| Nov 07, 2024 | PLTRPalantir Technologies | Buy | $100,001 – $250,000 | Spouse | Aug 13 ↗ |
| Nov 07, 2024 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Buy | $100,001 – $250,000 | Spouse | Aug 13 ↗ |
| Oct 23, 2024 | AMDAdvanced Micro Devices | Sell | $15,001 – $50,000 | Spouse | Aug 13 ↗ |
| Oct 23, 2024 | NVDANvidia | Sell (partial) | $100,001 – $250,000 | Spouse | Aug 13 ↗ |
| Oct 23, 2024 | PLTRPalantir Technologies | Sell (partial) | $50,001 – $100,000 | Spouse | Aug 13 ↗ |
| Oct 23, 2024 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Sell (partial) | $50,001 – $100,000 | Spouse | Aug 13 ↗ |
| Aug 14, 2024 | PLTRPalantir Technologies | Buy | $15,001 – $50,000 | Spouse | Aug 13 ↗ |
| Jun 10, 2024 | ASMLASML Holding N.V. New York Registry Shares | Sell (partial) | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 06, 2024 | AMDAdvanced Micro Devices | Buy | $1,001 – $15,000 | Spouse | Aug 13 ↗ |
| Jun 06, 2024 | NVDANvidia | Buy | $50,001 – $100,000 | Spouse | Aug 13 ↗ |
| Jun 06, 2024 | PLTRPalantir Technologies | Buy | $15,001 – $50,000 | Spouse | Aug 13 ↗ |
| Jun 06, 2024 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Buy | $15,001 – $50,000 | Spouse | Aug 13 ↗ |
| Mar 11, 2024 | AMDAdvanced Micro Devices | Buy | $15,001 – $50,000 | Spouse | Aug 13 ↗ |
| Mar 11, 2024 | NVDANvidia | Buy | $15,001 – $50,000 | Spouse | Aug 13 ↗ |
| Mar 11, 2024 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Buy | $15,001 – $50,000 | Spouse | Aug 13 ↗ |
Owner is shown when the form marks it (Spouse, Joint, Child); — means the member or not marked.
Frequently asked questions
What stocks has Lisa McClain traded recently?
The most recent disclosed trade is a buy of IBRX (ImmunityBio, Inc.) on 2026-09-30, valued at $1,001 – $15,000, reported on 2026-10-12. Most traded: NVDA (12), HDB (11), SAP (11), TSM (11), NVS (10).
Are these trades made by the member personally?
Not always. The reports cover the member, their spouse and dependent children; where the form marks the owner (SP = spouse, JT = joint, DC = dependent child), we show it. Read the original PDF for every detail, including descriptions of option trades.
Source: Periodic Transaction Reports filed with the Office of the Clerk, U.S. House of Representatives, read automatically; only fully validated stock and stock-option trades are listed. Public disclosure data, not a recommendation.