Robert P. Bresnahan, Jr. Republican · PA-8
House of Representatives · in office · serving since 2025 · born April 22, 1990
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
646
across 20 filings
Securities traded
303
0 active in 6 months
Disclosed range total
$2,596,646
sum of filed minimums
In plain language
Of 646 disclosed trades, 0 were flagged by the site's published rules.
None of these trades met the flagging rules. That is the ordinary result — most trades, by most members, are unremarkable.
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| PA-8 | 119th | 2025–2027 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| House Committee on Agriculture | Member | 25 | majority | record |
| House Committee on Small Business | Member | 9 | majority | record |
| House Committee on Transportation and Infrastructure | Member | 26 | majority | record |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
No transactions disclosed in the last 6 months.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| K | Kellanova Common Stock (K) | — | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-12 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 8 | 4 / 4 | $296,004 | 2025-01 → 2025-11 |
| ZM | Zoom Communications, Inc. - Class A Com… | Software & IT Services | 7 | 5 / 2 | $56,004 | 2025-01 → 2025-06 |
| CRCL | Circle Internet Group, Inc. Class A Com… | — | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| COIN | Coinbase Global, Inc. - Class A Common … | Banking | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 3 | 1 / 2 | $24,002 | 2025-04 → 2025-06 |
| CB | Chubb Ltd | Insurance | 1 | 0 / 1 | $8,001 | 2025-06 → 2025-06 |
| TEAM | Atlassian Corporation - Class A Common … | Software & IT Services | 5 | 3 / 2 | $40,003 | 2025-01 → 2025-06 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 5 | 1 / 4 | $40,003 | 2025-01 → 2025-06 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 10 | 8 / 2 | $80,005 | 2025-02 → 2025-06 |
| GTLB | GitLab Inc. - Class A Common Stock (GTL… | — | 2 | 0 / 2 | $16,001 | 2025-06 → 2025-06 |
| DDOG | Datadog, Inc. - Class A Common Stock (D… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-06 → 2025-06 |
| TTAN | ServiceTitan, Inc. - Class A Common Sto… | — | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| APP | Applovin Corporation - Class A Common S… | Software & IT Services | 3 | 1 / 2 | $24,002 | 2025-02 → 2025-06 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 10 | 5 / 5 | $80,005 | 2025-02 → 2025-06 |
| SPOT | otify Technology S.A. Ordinary Shares (… | Telecommunications | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| CRDO | Credo Technology Group Holding Ltd | Semiconductors | 5 | 1 / 4 | $40,003 | 2025-01 → 2025-06 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 1 | 0 / 1 | $32,501 | 2025-06 → 2025-06 |
| ANET | Arista Networks, Inc. Common Stock (ANE… | Technology Hardware | 4 | 0 / 4 | $32,002 | 2025-01 → 2025-05 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 13 | 7 / 6 | $104,007 | 2025-01 → 2025-05 |
| OKTA | Okta Inc Cl A | Software & IT Services | 3 | 2 / 1 | $24,002 | 2025-04 → 2025-05 |
| VEEV | Veeva Systems Inc. Class A Common Stock… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-05 → 2025-05 |
| SNOW | Snowflake Inc Cl A | Software & IT Services | 5 | 5 / 0 | $40,003 | 2025-02 → 2025-05 |
| NU | Nu Holdings Ltd Cl A | Banking | 2 | 1 / 1 | $16,001 | 2025-03 → 2025-05 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| ESTC | Elastic N.V. Ordinary Shares (ESTC) | — | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| GWRE | Guidewire Software, Inc. Common Stock (… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 4 | 0 / 4 | $32,002 | 2025-01 → 2025-05 |
| AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors | 3 | 1 / 2 | $73,002 | 2025-01 → 2025-05 |
| ELV | Elevance Health, Inc. Common Stock | Insurance | 2 | 0 / 2 | $40,501 | 2025-01 → 2025-05 |
| MOH | Molina Healthcare Inc Common Stock (MOH) | Insurance | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-05 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 4 | 1 / 3 | $105,502 | 2025-01 → 2025-05 |
| WAB | Wabtec Corp | Industrials | 2 | 0 / 2 | $16,001 | 2025-01 → 2025-05 |
| KO | Coca-Cola Company | Food & Beverage | 2 | 0 / 2 | $16,001 | 2025-01 → 2025-05 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2025-02 → 2025-05 |
| ARE | Alexandria Real Estate Equities, Inc. C… | Investment Funds | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-05 |
| BIIB | Biogen Inc. - Common Stock (BIIB) | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2025-02 → 2025-05 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 3 | 1 / 2 | $24,002 | 2025-02 → 2025-05 |
| COP | Conocophillips | Oil & Gas | 3 | 1 / 2 | $48,502 | 2025-02 → 2025-05 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-05 |
| DHR | Danaher Corp | Medical Devices | 3 | 1 / 2 | $73,002 | 2025-02 → 2025-05 |
| DXCM | DexCom, Inc. - Common Stock (DXCM) | Medical Devices | 3 | 2 / 1 | $24,002 | 2025-02 → 2025-05 |
| XOM | Exxon Mobil Corp | Oil & Gas | 3 | 1 / 2 | $48,502 | 2025-02 → 2025-05 |
| GEHC | GE HealthCare Technologies Inc. - Commo… | Medical Devices | 3 | 2 / 1 | $24,002 | 2025-02 → 2025-05 |
| HAL | Halliburton Company Common Stock (HAL) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-05 |
| HUM | Humana Inc. Common Stock (HUM) | Insurance | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-05 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock… | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2025-02 → 2025-05 |
| IQV | Iqvia Holdings Inc | Business Services | 3 | 1 / 2 | $48,502 | 2025-02 → 2025-05 |
| KDP | Keurig Dr Pepper Inc. (KDP) | Food & Beverage | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-05 |
| LH | Labcorp Holdings Inc. Common Stock (LH) | Healthcare Services | 3 | 2 / 1 | $24,002 | 2025-02 → 2025-05 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 3 | 2 / 1 | $24,002 | 2025-02 → 2025-05 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 3 | 1 / 2 | $97,502 | 2025-02 → 2025-05 |
| OXY | Occidental Petroleum Corporation Common… | Oil & Gas | 3 | 2 / 1 | $73,002 | 2025-02 → 2025-05 |
| PEP | Pepsico Inc | Food & Beverage | 3 | 1 / 2 | $97,502 | 2025-02 → 2025-05 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 3 | 2 / 1 | $97,502 | 2025-02 → 2025-05 |
| REGN | Regeneron Pharmaceuticals, Inc. - Commo… | Pharmaceuticals & Biotech | 3 | 1 / 2 | $24,002 | 2025-02 → 2025-05 |
| SLB | Schlumberger N.V. | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-05 |
| HSY | Hershey Foods Corp | Food & Beverage | 3 | 2 / 1 | $24,002 | 2025-02 → 2025-05 |
| KHC | The Kraft Heinz Company - Common Stock … | Food & Beverage | 3 | 2 / 1 | $24,002 | 2025-02 → 2025-05 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 3 | 1 / 2 | $73,002 | 2025-02 → 2025-05 |
| WY | Weyerhaeuser Company Common Stock (WY) | Investment Funds | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-05 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 3 | 1 / 2 | $24,002 | 2025-02 → 2025-05 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 7 | 6 / 1 | $105,004 | 2025-03 → 2025-05 |
| AEE | Ameren Corporation Common Stock (AEE) | Utilities | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-05 |
| CNC | Centene Corporation Common Stock (CNC) | Insurance | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-05 |
| CRL | Charles River Laboratories Internationa… | Business Services | 2 | 1 / 1 | $40,501 | 2025-04 → 2025-05 |
| EA | Electronic Arts Inc. - Common Stock (EA) | Software & IT Services | 2 | 0 / 2 | $16,001 | 2025-04 → 2025-05 |
| MPC | Marathon Petroleum Corporation Common S… | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-05 |
| WEC | WEC Energy Group, Inc. Common Stock (WE… | Utilities | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-05 |
| ZBH | Zimmer Biomet Holdings, Inc. Common Sto… | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-05 |
| A | Agilent Technologies, Inc. Common Stock | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-05 |
| AMCR | Amcor plc Ordinary Shares (AMCR) | Consumer Goods | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-05 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-05 |
| GIS | General Mills, Inc. Common Stock | Food & Beverage | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-05 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 2 | 0 / 2 | $16,001 | 2025-04 → 2025-05 |
| MTD | Mettler-Toledo International, Inc. Comm… | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-05 |
| VLO | Valero Energy Corp | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-05 |
| APD | Air Products and Chemicals, Inc. Common… | Chemicals | 1 | 1 / 0 | $8,001 | 2025-05 → 2025-05 |
| BAX | Baxter International Inc. Common Stock … | Medical Devices | 1 | 1 / 0 | $8,001 | 2025-05 → 2025-05 |
| ED | Consolidated Edison, Inc. Common Stock … | Utilities | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| DOW | Dow Inc. Common Stock (DOW) | Chemicals | 1 | 1 / 0 | $8,001 | 2025-05 → 2025-05 |
| DD | DuPont de Nemours, Inc. Common Stock (D… | Chemicals | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| EMN | Eastman Chemical Company Common Stock (… | Chemicals | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| GE | General Electric Company | Electronics | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| GD | General Dynamics Corp | Industrials | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| DOC | Healthpeak Properties, Inc. Common Stoc… | Investment Funds | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| HST | Host Hotels & Resorts, Inc. - Common St… | Investment Funds | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 1 | 1 / 0 | $8,001 | 2025-05 → 2025-05 |
| LYB | LyondellBasell Industries NV Ordinary S… | Chemicals | 1 | 1 / 0 | $8,001 | 2025-05 → 2025-05 |
| MMC | Marsh & McLennan Companies, Inc. Common… | — | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| NUE | Nucor Corporation Common Stock (NUE) | Mining & Metals | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| PPG | PPG Industries | Chemicals | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| COO | The Cooper Companies, Inc. (COO) | Medical Devices | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| WM | Waste Management, Inc. Common Stock (WM) | Utilities | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| CSGP | CoStar Group, Inc. - Common Stock (CSGP) | Business Services | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| INCY | Incyte Corporation - Common Stock (INCY) | — | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| IFF | International Flavors & Fragrances, Inc… | Chemicals | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| YUM | Yum! Brands Company: Yum ?(Louisville, … | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| META | Meta Platforms Inc | Software & IT Services | 9 | 2 / 7 | $72,005 | 2025-01 → 2025-05 |
| HOOD | Robinhood Markets, Inc. - Class A Commo… | Capital Markets | 10 | 2 / 8 | $80,005 | 2025-01 → 2025-05 |
| ONTO | Onto Innovation Inc. Common Stock (ONTO) | Medical Devices | 2 | 0 / 2 | $16,001 | 2025-05 → 2025-05 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 8 | 3 / 5 | $88,504 | 2025-01 → 2025-05 |
| TTD | The Trade Desk, Inc. - Class A Common S… | Software & IT Services | 3 | 2 / 1 | $24,002 | 2025-02 → 2025-05 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 6 | 1 / 5 | $115,003 | 2025-01 → 2025-05 |
| WDC | Western Digital Corporation - Common St… | Technology Hardware | 2 | 0 / 2 | $16,001 | 2025-04 → 2025-04 |
| ACN | Accenture Plc | Business Services | 2 | 0 / 2 | $40,501 | 2025-01 → 2025-04 |
| ADBE | Adobe Systems Inc | Software & IT Services | 3 | 1 / 2 | $48,502 | 2025-01 → 2025-04 |
| BA | Boeing Company (BA) | Defense & Aerospace | 3 | 1 / 2 | $73,002 | 2025-01 → 2025-04 |
| BR | Broadridge Financial Solutions, Inc. Co… | Business Services | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-04 |
| CDW | CDW Corporation - Common Stock (CDW) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-04 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 2 | 0 / 2 | $16,001 | 2025-01 → 2025-04 |
| DRI | Darden Restaurants, Inc. Common Stock (… | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-04 |
| GDDY | GoDaddy Inc. Class A Common Stock (GDDY) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-04 |
| IR | Ingersoll Rand Inc | Industrials | 3 | 1 / 2 | $24,002 | 2025-01 → 2025-04 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 3 | 0 / 3 | $24,002 | 2025-01 → 2025-04 |
| LULU | lululemon athletica inc. - Common Stock… | Consumer Goods | 3 | 1 / 2 | $24,002 | 2025-01 → 2025-04 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 2 | 0 / 2 | $16,001 | 2025-01 → 2025-04 |
| MPWR | Monolithic Power Systems, Inc. - Common… | Semiconductors | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-04 |
| MSCI | MSCI Inc. Common Stock (MSCI) | Business Services | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-04 |
| PCAR | PACCAR Inc. - Common Stock (PCAR) | Automotive | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-04 |
| RCL | Royal Caribbean Cruises Ltd. Common Sto… | Transportation | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-04 |
| SMCI | Super Micro Computer, Inc. - Common Sto… | Technology Hardware | 3 | 1 / 2 | $24,002 | 2025-01 → 2025-04 |
| SNPS | Synopsys, Inc. - Common Stock (SNPS) | Software & IT Services | 2 | 0 / 2 | $16,001 | 2025-01 → 2025-04 |
| URI | United Rentals, Inc. Common Stock (URI) | Business Services | 3 | 1 / 2 | $24,002 | 2025-01 → 2025-04 |
| DIS | Walt Disney Company | Media & Entertainment | 3 | 0 / 3 | $48,502 | 2025-01 → 2025-04 |
| LRCX | Lam Research Corp | Industrials | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-04 |
| TTWO | Take-Two Interactive Software, Inc. - C… | Software & IT Services | 6 | 6 / 0 | $48,003 | 2025-02 → 2025-04 |
| LOW | Lowe's Companies | Retail & Consumer | 2 | 0 / 2 | $40,501 | 2025-02 → 2025-04 |
| NET | Cloudflare, Inc. Class A Common Stock (… | Software & IT Services | 3 | 1 / 2 | $24,002 | 2025-02 → 2025-04 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 4 | 0 / 4 | $32,002 | 2025-02 → 2025-04 |
| RDDT | Reddit, Inc. Class A Common Stock (RDDT) | Software & IT Services | 5 | 1 / 4 | $40,003 | 2025-02 → 2025-04 |
| ABNB | Airbnb, Inc. - Class A Common Stock (AB… | Business Services | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| ALGN | Align Technology, Inc. - Common Stock (… | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| AVY | Avery Dennison Corporation Common Stock… | Materials | 2 | 0 / 2 | $16,001 | 2025-02 → 2025-04 |
| TECH | Bio-Techne Corp - Common Stock (TECH) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 2 | 1 / 1 | $40,501 | 2025-02 → 2025-04 |
| CAG | ConAgra Brands, Inc. Common Stock (CAG) | Food & Beverage | 2 | 0 / 2 | $16,001 | 2025-02 → 2025-04 |
| CSX | CSX Corporation - Common Stock | Transportation | 2 | 0 / 2 | $16,001 | 2025-02 → 2025-04 |
| DHI | D.R. Horton, Inc. Common Stock (DHI) | Construction | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| SRE | DBA Sempra Common Stock (SRE) | Utilities | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| DE | Deere & Company Common Stock (DE) | Industrials | 2 | 1 / 1 | $40,501 | 2025-02 → 2025-04 |
| EMR | Emerson Electric Company | Electronics | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| EOG | EOG Resources, Inc. Common Stock (EOG) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| FSLR | First Solar, Inc. - Common Stock (FSLR) | Semiconductors | 2 | 0 / 2 | $16,001 | 2025-02 → 2025-04 |
| F | Ford Motor Company Common Stock (F) | Automotive | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| MRNA | Moderna, Inc. - Common Stock (MRNA) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| NDSN | Nordson Corporation - Common Stock | Industrials | 2 | 0 / 2 | $16,001 | 2025-02 → 2025-04 |
| ODFL | Old Dominion Freight Line, Inc. - Commo… | Transportation | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| PLTR | Palantir Technologies Inc. - Class A Co… | Software & IT Services | 4 | 2 / 2 | $32,002 | 2025-02 → 2025-04 |
| RVTY | Revvity, Inc. Common Stock (RVTY) | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| ROK | Rockwell Automation, Inc. Common Stock | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| VTRS | Viatris Inc. - Common Stock (VTRS) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| V | Visa Inc. (V) | Business Services | 2 | 2 / 0 | $40,501 | 2025-02 → 2025-04 |
| WAT | Waters Corporation Common Stock (WAT) | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| WST | West Pharmaceutical Services, Inc. Comm… | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-04 |
| SNDK | Sandisk Corporation - Common Stock When… | Technology Hardware | 2 | 0 / 2 | $16,001 | 2025-04 → 2025-04 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| AME | AMETEK, Inc. (AME) | Medical Devices | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| APH | Amphenol Corporation Common Stock (APH) | Semiconductors | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| ADI | Analog Devices | Semiconductors | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| ADM | Archer Daniels Midland | Food & Beverage | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| BAC | Bank of America Corp | Banking | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| CAH | Cardinal Health, Inc. Common Stock (CAH) | Wholesale | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| CHTR | Charter Communications, Inc. - Class A … | Telecommunications | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| CME | CME Group Inc. - Class A Common Stock (… | Capital Markets | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| STZ | Constellation Brands, Inc. Common Stock… | Food & Beverage | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| GLW | Corning Incorporated Common Stock (GLW) | Mining & Metals | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| EXE | Expand Energy Corporation - Common Stoc… | Oil & Gas | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| DELL | Dell Technologies Inc | Technology Hardware | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| DAL | Delta Air Lines, Inc. Common Stock (DAL) | Transportation | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| DVN | Devon Energy Corporation Common Stock (… | Oil & Gas | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| FANG | Diamondback Energy, Inc. - Common Stock… | Oil & Gas | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| DASH | DoorDash, Inc. - Common Stock (DASH) | Business Services | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| DOV | Dover Corporation Common Stock (DOV) | Industrials | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| EW | Edwards Lifesciences Corporation Common… | Medical Devices | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| EQT | EQT Corporation Common Stock (EQT) | Oil & Gas | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| EFX | Equifax, Inc. Common Stock (EFX) | Business Services | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| ES | Eversource Energy | Utilities | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| FTV | Fortive Corporation Common Stock (FTV) | Medical Devices | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| GM | General Motors Company Common Stock (GM) | Automotive | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| HSIC | Henry Schein, Inc. - Common Stock (HSIC) | Wholesale | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 2 | 0 / 2 | $16,001 | 2025-04 → 2025-04 |
| HBAN | Huntington Bancshares Incorporated - Co… | Banking | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| KEYS | Keysight Technologies Inc. Common Stock | Medical Devices | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| KKR | KKR & Co. Inc. Common Stock (KKR) | Capital Markets | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| MCHP | Microchip Technology Incorporated - Com… | Semiconductors | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| MU | Micron Technology | Semiconductors | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| NEM | Newmont Corporation (NEM) | Mining & Metals | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| NKE | Nike Inc | Materials | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| NXPI | NXP Semiconductors N.V. - Common Stock … | Semiconductors | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| OMC | Omnicom Group Inc | Business Services | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| PYPL | Paypal Holdings | Business Services | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| PTC | PTC Inc. - Common Stock (PTC) | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 1 | 1 / 0 | $32,501 | 2025-04 → 2025-04 |
| STX | Seagate Technology Holdings PLC - Ordin… | Technology Hardware | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| SYK | Stryker Corporation Common Stock (SYK) | Medical Devices | 2 | 0 / 2 | $16,001 | 2025-04 → 2025-04 |
| TEL | TE Connectivity plc Ordinary Shares (TE… | Wholesale | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| TDY | Teledyne Technologies Incorporated Comm… | Medical Devices | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| TPL | Texas Pacific Land Corporation Common S… | — | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| TSCO | Tractor Supply Company | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| TFC | Truist Financial Corporation Common Sto… | Banking | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 1 | 1 / 0 | $32,501 | 2025-04 → 2025-04 |
| WDAY | Workday, Inc. - Class A Common Stock (W… | Software & IT Services | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| BBY | Best Buy Co., Inc. Common Stock | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| FDX | FedEx Corporation Common Stock (FDX) | Transportation | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| IT | Gartner, Inc. Common Stock (IT) | Business Services | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| GNRC | Generac Holdlings Inc. Common Stock (GN… | Electronics | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| HPQ | HP Inc | Technology Hardware | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| IVZ | Invesco Ltd Common Stock | Capital Markets | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| LEN | Lennar Corporation Class A Common Stock… | Construction | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| MKC | McCormick & Company, Incorporated Commo… | Food & Beverage | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| NSC | Norfolk Southern Corp | Transportation | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| PG | Procter & Gamble Company (PG) | Chemicals | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| QCOM | QUALCOMM Incorporated - Common Stock (Q… | Electronics | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| ROP | Roper Technologies, Inc. (ROP) | Medical Devices | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| TGT | Target Corp | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| ZBRA | Zebra Technologies Corporation - Class … | Industrials | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 5 | 4 / 1 | $40,003 | 2025-01 → 2025-04 |
| SHOP | Shopify Inc | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| CDNS | Cadence Design Systems, Inc. - Common S… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-03 |
| NOW | ServiceNow, Inc. Common Stock (NOW) | Software & IT Services | 4 | 3 / 1 | $32,002 | 2025-01 → 2025-03 |
| SBAC | SBA Communications Corporation - Class … | Investment Funds | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-03 |
| SE | Sea Limited American Depositary Shares,… | Business Services | 2 | 2 / 0 | $16,001 | 2025-03 → 2025-03 |
| IBM | International Business Machines Corpora… | Technology Hardware | 2 | 2 / 0 | $16,001 | 2025-03 → 2025-03 |
| UBER | Uber Technologies, Inc. Common Stock (U… | Business Services | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-03 |
| MELI | MercadoLibre, Inc. - Common Stock (MELI) | Business Services | 1 | 1 / 0 | $8,001 | 2025-03 → 2025-03 |
| BABA | Alibaba Group Holding Limited American … | Business Services | 9 | 8 / 1 | $96,505 | 2025-01 → 2025-03 |
| TWLO | Twilio Inc. Class A Common Stock (TWLO) | Software & IT Services | 2 | 2 / 0 | $16,001 | 2025-02 → 2025-03 |
| TSM | Taiwan Semiconductor Manufacturing Comp… | Semiconductors | 1 | 0 / 1 | $8,001 | 2025-03 → 2025-03 |
| ALAB | Astera Labs, Inc. - Common Stock (ALAB) | — | 2 | 0 / 2 | $16,001 | 2025-02 → 2025-02 |
| PWR | Quanta Services, Inc. Common Stock (PWR) | Construction | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-02 |
| CI | The Cigna Group Common Stock (CI) | Insurance | 2 | 0 / 2 | $16,001 | 2025-01 → 2025-02 |
| ON | ON Semiconductor Corporation - Common S… | Semiconductors | 2 | 0 / 2 | $16,001 | 2025-02 → 2025-02 |
| AOS | A.O. Smith Corporation Common Stock (AO… | Electronics | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| ACGL | Arch Capital Group Ltd. - Common Stock … | — | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| CPB | The Campbell's Company - Common Stock (… | Food & Beverage | 1 | 1 / 0 | $8,001 | 2025-02 → 2025-02 |
| CNP | CenterPoint Energy, Inc (CNP) | Utilities | 1 | 1 / 0 | $8,001 | 2025-02 → 2025-02 |
| DG | Dollar General Corporation Common Stock… | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2025-02 → 2025-02 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| EXR | Extra Space Storage Inc Common Stock (E… | Investment Funds | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| FCX | Freeport-McMoRan, Inc. Common Stock (FC… | Mining & Metals | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) | Healthcare Services | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| MDLZ | Mondelez Intl Inc | Food & Beverage | 1 | 1 / 0 | $8,001 | 2025-02 → 2025-02 |
| STE | STERIS plc (STE) | Medical Devices | 1 | 1 / 0 | $8,001 | 2025-02 → 2025-02 |
| TFX | Teleflex Incorporated Common Stock (TFX) | Medical Devices | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| TXT | Textron Inc. Common Stock (TXT) | Other | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| AES | The Aes Corp | Utilities | 1 | 1 / 0 | $8,001 | 2025-02 → 2025-02 |
| GWW | W.W. Grainger | Wholesale | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| MNDY | monday.com Ltd. - Ordinary Shares (MNDY) | — | 1 | 1 / 0 | $8,001 | 2025-02 → 2025-02 |
| MTSI | MACOM Technology Solutions Holdings, In… | Semiconductors | 1 | 1 / 0 | $8,001 | 2025-02 → 2025-02 |
| MANH | Manhattan Associates, Inc. - Common Sto… | Software & IT Services | 4 | 0 / 4 | $32,002 | 2025-01 → 2025-01 |
| CRWD | CrowdStrike Holdings, Inc. - Class A Co… | Software & IT Services | 4 | 3 / 1 | $32,002 | 2025-01 → 2025-01 |
| CRM | Salesforce Inc | Software & IT Services | 2 | 0 / 2 | $40,501 | 2025-01 → 2025-01 |
| AAON | AAON, Inc. - Common Stock (AAON) | — | 2 | 0 / 2 | $16,001 | 2025-01 → 2025-01 |
| WMS | Advanced Drainage Systems, Inc. Common … | Materials | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| ANSS | ANSYS, Inc. - Common Stock (ANSS) | — | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| APPF | AppFolio, Inc. - Class A Common Stock (… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| AXON | Axon Enterprise Inc | Defense & Aerospace | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| BERY | Berry Global Group, Inc. Common Stock (… | — | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| BAH | Booz Allen Hamilton Holding Corporation… | Business Services | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) | Insurance | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| CELH | Celsius Holdings Inc | Food & Beverage | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| CMG | Chipotle Mexican Grill, Inc. Common Sto… | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| CHDN | Churchill Downs, Incorporated - Common … | Media & Entertainment | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) | Utilities | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| FIX | Comfort Systems USA, Inc. Common Stock … | — | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| DECK | Deckers Outdoor Corporation (DECK) | Materials | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| DBX | Dropbox, Inc. - Class A Common Stock (D… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| ELF | E.L.F. Beauty Inc | Chemicals | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| EME | EMCOR Group, Inc. Common Stock (EME) | Construction | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) | Technology Hardware | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| GPK | Graphic Packaging Holding Company (GPK) | Materials | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| HQY | HealthEquity, Inc. - Common Stock (HQY) | Business Services | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| HEI | Heico Corporation Common Stock (HEI) | — | 2 | 0 / 2 | $16,001 | 2025-01 → 2025-01 |
| IBP | Installed Building Products, Inc. Commo… | Construction | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| ICE | Intercontinental Exchange Inc. Common S… | Capital Markets | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| LW | Lamb Weston Holdings Inc | Food & Beverage | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| MEDP | Medpace Holdings, Inc. - Common Stock (… | Business Services | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| NTNX | Nutanix, Inc. - Class A Common Stock (N… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| NVR | NVR, Inc. Common Stock (NVR) | Construction | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| PANW | Palo Alto Networks, Inc. Common Stock | Technology Hardware | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| PAYX | Paychex Inc | Business Services | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| PCTY | Paylocity Holding Corporation - Common … | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| PFGC | Performance Food Group Company Common S… | Wholesale | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| PSTG | Pure Storage, Inc. Class A Common Stock… | — | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| RMD | ResMed Inc. Common Stock | Medical Devices | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| SAIA | Saia, Inc. - Common Stock (SAIA) | — | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| TMUS | T-Mobile US, Inc. - Common Stock | Telecommunications | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| TDG | Transdigm Group Incorporated Common Sto… | Defense & Aerospace | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| WSC | WillScot Holdings Corporation - Class A… | Business Services | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| ZS | Zscaler, Inc. - Common Stock (ZS) | — | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | -2.3% | 527 | $5,568,764 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-03-06 | — | Pennsylvania State Turnpike Commission Bond | buy | $50,001 – $100,000 | self | record |
| 2026-02-20 | — | Parkland, PA School District Municipal Bond | buy | $50,001 – $100,000 | self | record |
| 2026-02-03 | — | US Treasury Note 01/31/27 | buy | $1,001 – $15,000 | self | record |
| 2026-02-03 | — | Philadelphia, PA Municipal Bond | buy | $50,001 – $100,000 | self | record |
| 2025-12-11 | K | Kellanova Common Stock (K) | sell | $1,001 – $15,000 | self | record |
| 2025-12-04 | — | Pennsylvania State Turnpike Commission Bond | buy | $50,001 – $100,000 | self | record |
| 2025-11-25 | — | Souderton, PA Municipal Bond | sell | $50,001 – $100,000 | self | record |
| 2025-11-19 | — | Y Option | buy | $50,001 – $100,000 | spouse | record |
| 2025-11-19 | — | Y Option | buy | $1,001 – $15,000 | spouse | record |
| 2025-11-19 | — | Y Option | buy | $15,001 – $50,000 | spouse | record |
| 2025-11-19 | — | Y Option | buy | $15,001 – $50,000 | spouse | record |
| 2025-11-19 | — | BRKB Option | buy | $15,001 – $50,000 | self | record |
| 2025-11-19 | — | BRKB Option | buy | $1,001 – $15,000 | self | record |
| 2025-11-19 | — | BRKB Option | buy | $50,001 – $100,000 | self | record |
| 2025-11-19 | — | BRKB Option | buy | $15,001 – $50,000 | self | record |
| 2025-11-19 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | sell | $50,001 – $100,000 | self | record |
| 2025-09-16 | — | Y Option | buy | $15,001 – $50,000 | spouse | record |
| 2025-09-16 | — | Y Option | buy | $15,001 – $50,000 | spouse | record |
| 2025-09-16 | — | Y Option | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-16 | — | QQQ Option | buy | $1,001 – $15,000 | self | record |
| 2025-09-15 | — | QQQ Option | buy | $1,001 – $15,000 | joint | record |
| 2025-09-15 | — | IWM Option | buy | $1,001 – $15,000 | joint | record |
| 2025-09-15 | — | IWM Option | buy | $1,001 – $15,000 | self | record |
| 2025-08-18 | — | Arlington, TX Municipal Bond | buy | $50,001 – $100,000 | self | record |
| 2025-07-21 | — | Pennsylvania State University Municipal Bond | buy | $50,001 – $100,000 | self | record |
| 2025-07-18 | — | Minneapolis-Saint Paul, MN Municipal Bond | buy | $100,001 – $250,000 | self | record |
| 2025-06-25 | ZM | Zoom Communications, Inc. - Class A Common Stock (ZM) | sell | $1,001 – $15,000 | self | record |
| 2025-06-24 | COIN | Coinbase Global, Inc. - Class A Common Stock (COIN) | buy | $1,001 – $15,000 | self | record |
| 2025-06-24 | CRCL | Circle Internet Group, Inc. Class A Common Stock (CRCL) | buy | $1,001 – $15,000 | self | record |
| 2025-06-23 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | sell | $1,001 – $15,000 | self | record |
| 2025-06-16 | — | CALL SPDR S&P 500 ETF | sell | $1,001 – $15,000 | self | record |
| 2025-06-16 | — | CALL SPDR S&P 500 ETF | buy | $1,001 – $15,000 | self | record |
| 2025-06-16 | — | CALL BERKSHIRE CL B | buy | $15,001 – $50,000 | self | record |
| 2025-06-16 | — | CALL BERKSHIRE CL B | sell | $1,001 – $15,000 | self | record |
| 2025-06-16 | — | CALL BERKSHIRE CL B | buy | $50,001 – $100,000 | self | record |
| 2025-06-16 | — | CALL BERKSHIRE CL B | sell | $50,001 – $100,000 | self | record |
| 2025-06-13 | CB | Chubb Limited Common Stock (CB) | sell | $1,001 – $15,000 | self | record |
| 2025-06-11 | TTAN | ServiceTitan, Inc. - Class A Common Stock (TTAN) | buy | $1,001 – $15,000 | self | record |
| 2025-06-11 | INTC | Intel Corporation - Common Stock (INTC) | sell | $1,001 – $15,000 | self | record |
| 2025-06-11 | GTLB | GitLab Inc. - Class A Common Stock (GTLB) | sell | $1,001 – $15,000 | self | record |
| 2025-06-11 | DDOG | Datadog, Inc. - Class A Common Stock (DDOG) | sell | $1,001 – $15,000 | self | record |
| 2025-06-11 | AVGO | Broadcom Inc. - Common Stock (AVGO) | buy | $1,001 – $15,000 | self | record |
| 2025-06-11 | TEAM | Atlassian Corporation - Class A Common Stock (TEAM) | sell | $1,001 – $15,000 | self | record |
| 2025-06-06 | ZM | Zoom Communications, Inc. - Class A Common Stock (ZM) | sell | $1,001 – $15,000 | self | record |
| 2025-06-06 | INTC | Intel Corporation - Common Stock (INTC) | sell | $1,001 – $15,000 | self | record |
| 2025-06-06 | APP | Applovin Corporation - Class A Common Stock (APP) | buy | $1,001 – $15,000 | self | record |
| 2025-06-05 | TSLA | Tesla, Inc. - Common Stock (TSLA) | buy | $1,001 – $15,000 | self | record |
| 2025-06-05 | SPOT | otify Technology S.A. Ordinary Shares (SPOT) | buy | $1,001 – $15,000 | self | record |
| 2025-06-03 | GTLB | GitLab Inc. - Class A Common Stock (GTLB) | sell | $1,001 – $15,000 | self | record |
| 2025-06-03 | CRDO | Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) | buy | $1,001 – $15,000 | self | record |
| 2025-06-03 | TEAM | Atlassian Corporation - Class A Common Stock (TEAM) | sell | $1,001 – $15,000 | self | record |
| 2025-06-02 | MCD | McDonald's Corporation Common Stock (MCD) | sell | $15,001 – $50,000 | self | record |
| 2025-06-02 | — | OR ST SER J Municipal Bond | sell | $100,001 – $250,000 | self | record |
| 2025-05-29 | VEEV | Veeva Systems Inc. Class A Common Stock (VEEV) | buy | $1,001 – $15,000 | self | record |
| 2025-05-29 | OKTA | Okta, Inc. - Class A Common Stock (OKTA) | sell | $1,001 – $15,000 | self | record |
| 2025-05-29 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-05-29 | ANET | Arista Networks, Inc. Common Stock (ANET) | sell | $1,001 – $15,000 | self | record |
| 2025-05-23 | TSLA | Tesla, Inc. - Common Stock (TSLA) | buy | $1,001 – $15,000 | self | record |
| 2025-05-23 | SNOW | Snowflake Inc. Class A Common Stock (SNOW) | buy | $1,001 – $15,000 | self | record |
| 2025-05-23 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-05-23 | NU | Nu Holdings Ltd. Class A Ordinary Shares (NU) | sell | $1,001 – $15,000 | self | record |
| 2025-05-23 | GWRE | Guidewire Software, Inc. Common Stock (GWRE) | sell | $1,001 – $15,000 | self | record |
| 2025-05-23 | ESTC | Elastic N.V. Ordinary Shares (ESTC) | sell | $1,001 – $15,000 | self | record |
| 2025-05-23 | MMM | 3M Company Common Stock (MMM) | sell | $15,001 – $50,000 | self | record |
| 2025-05-17 | NFLX | Netflix, Inc. - Common Stock (NFLX) | sell | $1,001 – $15,000 | self | record |
| 2025-05-16 | VEEV | Veeva Systems Inc. Class A Common Stock (VEEV) | sell | $1,001 – $15,000 | self | record |
| 2025-05-16 | TSLA | Tesla, Inc. - Common Stock (TSLA) | buy | $1,001 – $15,000 | self | record |
| 2025-05-16 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | ZTS | Zoetis Inc. Class A Common Stock (ZTS) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | ZBH | Zimmer Biomet Holdings, Inc. Common Stock (ZBH) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | YUM | Yum! Brands, Inc. (YUM) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | WEC | WEC Energy Group, Inc. Common Stock (WEC) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $15,001 – $50,000 | self | record |
| 2025-05-15 | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) | buy | $15,001 – $50,000 | self | record |
| 2025-05-15 | KHC | The Kraft Heinz Company - Common Stock (KHC) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | HSY | The Hershey Company Common Stock (HSY) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $15,001 – $50,000 | self | record |
| 2025-05-15 | SLB | Schlumberger N.V. Common Stock (SLB) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | PFE | Pfizer, Inc. Common Stock (PFE) | buy | $15,001 – $50,000 | self | record |
| 2025-05-15 | PEP | Pepsico, Inc. (PEP) | sell | $15,001 – $50,000 | self | record |
| 2025-05-15 | OXY | Occidental Petroleum Corporation Common Stock (OXY) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | MTD | Mettler-Toledo International, Inc. Common Stock (MTD) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $15,001 – $50,000 | self | record |
| 2025-05-15 | MDT | Medtronic plc. Ordinary Shares (MDT) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | MPC | Marathon Petroleum Corporation Common Stock (MPC) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | LH | Labcorp Holdings Inc. Common Stock (LH) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | KMB | Kimberly-Clark Corporation Common Stock (KMB) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | KDP | Keurig Dr Pepper Inc. (KDP) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | IQV | IQVIA Holdings, Inc. Common Stock (IQV) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | IFF | International Flavors & Fragrances, Inc. Common Stock (IFF) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | INCY | Incyte Corporation - Common Stock (INCY) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | GIS | General Mills, Inc. Common Stock (GIS) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | GEHC | GE HealthCare Technologies Inc. - Common Stock (GEHC) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | XOM | Exxon Mobil Corporation Common Stock (XOM) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | ELV | Elevance Health, Inc. Common Stock (ELV) | sell | $15,001 – $50,000 | self | record |
| 2025-05-15 | DHR | Danaher Corporation Common Stock (DHR) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | CVS | CVS Health Corporation Common Stock (CVS) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | CSGP | CoStar Group, Inc. - Common Stock (CSGP) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | COP | ConocoPhillips Common Stock (COP) | buy | $15,001 – $50,000 | self | record |
| 2025-05-15 | CRL | Charles River Laboratories International, Inc. Common Stock (CRL) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | CAT | Caterpillar, Inc. Common Stock (CAT) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | AMCR | Amcor plc Ordinary Shares (AMCR) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | A | Agilent Technologies, Inc. Common Stock (A) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | AMD | Advanced Micro Devices, Inc. (AMD) | buy | $15,001 – $50,000 | self | record |
| 2025-05-15 | WY | Weyerhaeuser Company Common Stock (WY) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | — | Waters Corporation Common Stock | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | WM | Waste Management, Inc. Common Stock (WM) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | VLO | Valero Energy Corporation Common Stock (VLO) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | COO | The Cooper Companies, Inc. (COO) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | PPG | PPG Industries, Inc. Common Stock (PPG) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | NUE | Nucor Corporation Common Stock (NUE) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | NOC | Northrop Grumman Corporation Common Stock (NOC) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | MOH | Molina Healthcare Inc Common Stock (MOH) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | MMC | Marsh & McLennan Companies, Inc. Common Stock (MMC) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | LYB | LyondellBasell Industries NV Ordinary Shares Class A (LYB) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | — | Lockheed Martin Corporation | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | HUM | Humana Inc. Common Stock (HUM) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | HST | Host Hotels & Resorts, Inc. - Common Stock (HST) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | DOC | Healthpeak Properties, Inc. Common Stock (DOC) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | HAL | Halliburton Company Common Stock (HAL) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | GD | General Dynamics Corporation Common Stock (GD) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | GE | GE Aerospace Common Stock (GE) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | — | EOG Resources, Inc. Common Stock | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | EA | Electronic Arts Inc. - Common Stock (EA) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | EMN | Eastman Chemical Company Common Stock (EMN) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | DD | DuPont de Nemours, Inc. Common Stock (DD) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | DOW | Dow Inc. Common Stock (DOW) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | DXCM | DexCom, Inc. - Common Stock (DXCM) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | ED | Consolidated Edison, Inc. Common Stock (ED) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | KO | Coca-Cola Company (KO) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | CNC | Centene Corporation Common Stock (CNC) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | BIIB | Biogen Inc. - Common Stock (BIIB) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | BDX | Becton, Dickinson and Company Common Stock (BDX) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | BAX | Baxter International Inc. Common Stock (BAX) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | AEE | Ameren Corporation Common Stock (AEE) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | ARE | Alexandria Real Estate Equities, Inc. Common Stock (ARE) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | APD | Air Products and Chemicals, Inc. Common Stock (APD) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | ABBV | AbbVie Inc. Common Stock (ABBV) | buy | $1,001 – $15,000 | self | record |
| 2025-05-13 | HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) | buy | $1,001 – $15,000 | self | record |
| 2025-05-13 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-05-13 | NFLX | Netflix, Inc. - Common Stock (NFLX) | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | META | Meta Platforms, Inc. - Class A Common Stock (META) | buy | $1,001 – $15,000 | self | record |
| 2025-05-12 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | self | record |
| 2025-05-12 | TSLA | Tesla, Inc. - Common Stock (TSLA) | buy | $1,001 – $15,000 | self | record |
| 2025-05-12 | ONTO | Onto Innovation Inc. Common Stock (ONTO) | sell | $1,001 – $15,000 | self | record |
| 2025-05-12 | — | NVIDIA Corporation - Common Stock | buy | $1,001 – $15,000 | self | record |
| 2025-05-09 | HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) | buy | $1,001 – $15,000 | self | record |
| 2025-05-09 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-05-09 | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) | buy | $1,001 – $15,000 | self | record |
| 2025-05-09 | — | Tempus AI, Inc. - Class A Common | buy | $1,001 – $15,000 | self | record |
| 2025-05-09 | ONTO | Onto Innovation Inc. Common Stock (ONTO) | sell | $1,001 – $15,000 | self | record |
| 2025-05-09 | OKTA | Okta, Inc. - Class A Common Stock (OKTA) | buy | $1,001 – $15,000 | self | record |
| 2025-05-09 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $1,001 – $15,000 | self | record |
| 2025-05-08 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | self | record |
| 2025-05-07 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | self | record |
| 2025-05-01 | — | CALL ISHARES RUSSELL | sell | $1,001 – $15,000 | self | record |
| 2025-05-01 | — | CALL ISHARES RUSSELL | sell | $1,001 – $15,000 | self | record |
| 2025-05-01 | — | CALL INVESCO QQQ SER 1 | sell | $1,001 – $15,000 | self | record |
| 2025-05-01 | — | CALL INVESCO QQQ SER 1 | sell | $1,001 – $15,000 | self | record |
| 2025-04-17 | META | Meta Platforms, Inc. - Class A Common Stock (META) | sell | $1,001 – $15,000 | self | record |
| 2025-04-17 | META | Meta Platforms, Inc. - Class A Common Stock (META) | sell | $1,001 – $15,000 | self | record |
| 2025-04-17 | NFLX | 2000137143 Netflix, Inc. - Common Stock (NFLX) | sell | $1,001 – $15,000 | self | record |
| 2025-04-16 | META | Meta Platforms, Inc. - Class A Common Stock (META) | sell | $1,001 – $15,000 | self | record |
| 2025-04-16 | META | Meta Platforms, Inc. - Class A Common Stock (META) | sell | $1,001 – $15,000 | self | record |
| 2025-04-11 | WDC | Western Digital Corporation - Common Stock (WDC) | sell | $1,001 – $15,000 | self | record |
| 2025-04-11 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | self | record |
| 2025-04-11 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-04-11 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | buy | $1,001 – $15,000 | self | record |
| 2025-04-10 | WDC | Western Digital Corporation - Common Stock (WDC) | sell | $1,001 – $15,000 | self | record |
| 2025-04-10 | — | UNIV OF WA WA UNIV REVENUES REF-SER A | buy | $50,001 – $100,000 | self | record |
| 2025-04-08 | ZTS | Zoetis Inc. Class A Common Stock (ZTS) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | ZBRA | Zebra Technologies Corporation - Class A Common Stock (ZBRA) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | VLO | Valero Energy Corporation Common Stock (VLO) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) | sell | $15,001 – $50,000 | self | record |
| 2025-04-08 | KHC | The Kraft Heinz Company - Common Stock (KHC) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | HSY | The Hershey Company Common Stock (HSY) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | sell | $15,001 – $50,000 | self | record |
| 2025-04-08 | TGT | Target Corporation Common Stock (TGT) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | SNPS | Synopsys, Inc. - Common Stock (SNPS) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | ROP | Roper Technologies, Inc. (ROP) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | ROK | Rockwell Automation, Inc. Common Stock (ROK) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | PG | Procter & Gamble Company (PG) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | PFE | Pfizer, Inc. Common Stock (PFE) | sell | $15,001 – $50,000 | self | record |
| 2025-04-08 | OXY | Occidental Petroleum Corporation Common Stock (OXY) | sell | $15,001 – $50,000 | self | record |
| 2025-04-08 | NSC | Norfolk Southern Corporation Common Stock (NSC) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | MTD | Mettler-Toledo International, Inc. Common Stock (MTD) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | MDT | Medtronic plc. Ordinary Shares (MDT) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | MKC | McCormick & Company, Incorporated Common Stock (MKC) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | MA | Mastercard Incorporated Common Stock (MA) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | LULU | lululemon athletica inc. - Common Stock (LULU) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | LEN | Lennar Corporation Class A Common Stock (LEN) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | KMB | Kimberly-Clark Corporation Common Stock (KMB) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | JNJ | Johnson & Johnson Common Stock (JNJ) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | IVZ | Invesco Ltd Common Stock (IVZ) | sell | $1,001 – $15,000 | self | record |
| 2025-04-08 | IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) | sell | $1,001 – $15,000 | self | record |