Val T. Hoyle Democrat · OR-4
House of Representatives · in office · serving since 2023 · born February 14, 1964
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
379
across 3 filings
Securities traded
189
0 active in 6 months
Disclosed range total
$491,379
sum of filed minimums
In plain language
Of 379 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 |
|---|---|---|---|
| OR-4 | 118th–119th | 2023–2027 | 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 Natural Resources | Member | 5 | minority | record |
| House Committee on Transportation and Infrastructure | Member | 20 | minority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Natural Resources | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Transportation and Infrastructure | Member | 2023-02 → 2024-11 |
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 |
|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 8 | 5 / 3 | $88,504 | 2024-10 → 2025-09 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 7 | 6 / 1 | $80,504 | 2024-10 → 2025-09 |
| APH | Amphenol Corporation Common Stock (APH) | Semiconductors | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| APO | Apollo Global Management, Inc. (APO) | Capital Markets | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 3 | 2 / 1 | $48,502 | 2024-10 → 2025-09 |
| ARES | Ares Management Corporation Class A Com… | Capital Markets | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| ANET | Arista Networks, Inc. Common Stock (ANE… | Technology Hardware | 5 | 3 / 2 | $40,003 | 2024-10 → 2025-09 |
| AJG | Arthur J. Gallagher & Co. Common Stock … | Insurance | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| AZN | AstraZeneca PLC - American Depositary S… | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| AZO | AutoZone, Inc. Common Stock (AZO) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| BAC | Bank of America Corp | Banking | 3 | 2 / 1 | $24,002 | 2024-10 → 2025-09 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 4 | 1 / 3 | $32,002 | 2024-10 → 2025-09 |
| BLK | Blackrock Inc | Capital Markets | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| BA | Boeing Company (BA) | Defense & Aerospace | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| BKNG | Booking Holdings Inc. - Common Stock (B… | Other | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 3 | 2 / 1 | $48,502 | 2024-10 → 2025-09 |
| CDNS | Cadence Design Systems, Inc. - Common S… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| CNQ | Canadian Natural Resources Limited Comm… | — | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| CTAS | Cintas Corporation - Common Stock | Consumer Goods | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| CSCO | Cisco Systems Inc | Technology Hardware | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| KO | Coca-Cola Company | Food & Beverage | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| CNSWF | CONSTELLATION SFTWRE INC (CNSWF) | — | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| COST | Costco Wholesale | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| CCI | Crown Castle Inc. Common Stock (CCI) | Investment Funds | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| CCK | Crown Holdings, Inc. (CCK) | Industrials | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| DE | Deere & Company Common Stock (DE) | Industrials | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| DEO | Diageo Plc ADR | Food & Beverage | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 3 | 1 / 2 | $24,002 | 2024-10 → 2025-09 |
| XOM | Exxon Mobil Corp | Oil & Gas | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| FDX | FedEx Corporation Common Stock (FDX) | Transportation | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| GE | General Electric Company | Electronics | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| GEV | GE Vernova Inc. Common Stock (GEV) | Electronics | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| GEN | Gen Digital Inc. - Common Stock (GEN) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| GILD | Gilead Sciences Inc | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| HRB | H&R Block, Inc. Common Stock (HRB) | Consumer Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| HLN | Haleon plc American Depositary Shares (… | Chemicals | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| HEI.A | Heico Corporation Common Stock (HEI.A) | — | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| HLT | Hilton Worldwide Holdings Inc. Common S… | Consumer Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| IMO | Imperial Oil Limited Common Stock (IMO) | — | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 6 | 2 / 4 | $48,003 | 2024-10 → 2025-09 |
| KVUE | Kenvue Inc. Common Stock (KVUE) | Chemicals | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| KDP | Keurig Dr Pepper Inc. (KDP) | Food & Beverage | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| KKR | KKR & Co. Inc. Common Stock (KKR) | Capital Markets | 3 | 2 / 1 | $24,002 | 2024-10 → 2025-09 |
| KLAC | KLA Corporation - Common Stock (KLAC) | Medical Devices | 4 | 2 / 2 | $32,002 | 2024-10 → 2025-09 |
| LRCX | Lam Research Corp | Industrials | 3 | 1 / 2 | $24,002 | 2024-10 → 2025-09 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| LOW | Lowe's Companies | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| MTB | M&T Bank Corporation Common Stock (MTB) | Banking | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| MAR | Marriott International - Class A Common… | Consumer Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| MMC | Marsh & McLennan Companies, Inc. Common… | — | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| MLM | Martin Marietta Materials, Inc. Common … | Mining & Metals | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| META | Meta Platforms Inc | Software & IT Services | 3 | 2 / 1 | $48,502 | 2024-10 → 2025-09 |
| MU | Micron Technology | Semiconductors | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 5 | 4 / 1 | $89,003 | 2024-10 → 2025-09 |
| MCO | Moody's Corporation Common Stock | Business Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| MSI | Motorola Solutions | Electronics | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| NGG | National Grid Transco, PLC National Gri… | Utilities | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 3 | 2 / 1 | $24,002 | 2024-10 → 2025-09 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| NTR | Nutrien Ltd | Chemicals | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| PG | Procter & Gamble Company (PG) | Chemicals | 3 | 1 / 2 | $24,002 | 2024-10 → 2025-09 |
| QCOM | QUALCOMM Incorporated - Common Stock (Q… | Electronics | 3 | 1 / 2 | $24,002 | 2024-10 → 2025-09 |
| PWR | Quanta Services, Inc. Common Stock (PWR) | Construction | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| RRX | Regal Rexnord Corporation Common Stock … | — | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| ROST | Ross Stores, Inc. - Common Stock (ROST) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| SAP | SAP SE ADS (SAP) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| SHEL | Royal Dutch Shell Plc ADR | Oil & Gas | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 3 | 1 / 2 | $24,002 | 2024-10 → 2025-09 |
| SO | Southern Company (SO) | Utilities | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 4 | 2 / 2 | $32,002 | 2024-10 → 2025-09 |
| TT | Trane Technologies plc (TT) | Medical Devices | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| TDG | Transdigm Group Incorporated Common Sto… | Defense & Aerospace | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| TSN | Tyson Foods, Inc. Common Stock | Food & Beverage | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| USB | U.S. Bancorp Common Stock | Banking | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| UBER | Uber Technologies, Inc. Common Stock (U… | Business Services | 4 | 2 / 2 | $32,002 | 2024-10 → 2025-09 |
| URI | United Rentals, Inc. Common Stock (URI) | Business Services | 3 | 2 / 1 | $24,002 | 2024-10 → 2025-09 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 6 | 3 / 3 | $48,003 | 2024-10 → 2025-09 |
| USFD | US Foods Holding Corp. Common Stock (US… | Wholesale | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| VRSK | Verisk Analytics, Inc. - Common Stock (… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| V | Visa Inc. (V) | Business Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| DIS | Walt Disney Company | Media & Entertainment | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| WCN | Waste Connections, Inc. Common Shares (… | Utilities | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| WSO | Watsco, Inc. Common Stock (WSO) | Wholesale | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| WFC | Wells Fargo & Company Common Stock (WFC) | Banking | 3 | 2 / 1 | $24,002 | 2024-10 → 2025-09 |
| WAB | Wabtec Corp | Industrials | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| WTW | Willis Towers Watson Public Limited Com… | Insurance | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-09 |
| GSK | GSK plc American Depositary Shares (GSK) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2024-11 → 2025-09 |
| MS | Morgan Stanley Common Stock (MS) | Capital Markets | 3 | 1 / 2 | $24,002 | 2025-01 → 2025-09 |
| MRVL | Marvell Technology Inc | Semiconductors | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-09 |
| MELI | MercadoLibre, Inc. - Common Stock (MELI) | Business Services | 2 | 1 / 1 | $16,001 | 2025-03 → 2025-09 |
| DOX | Amdocs Limited - Ordinary Shares (DOX) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-09 |
| COP | Conocophillips | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-09 |
| CME | CME Group Inc. - Class A Common Stock (… | Capital Markets | 2 | 1 / 1 | $16,001 | 2025-05 → 2025-09 |
| COF | Capital One Financial Corporation Commo… | Banking | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-09 |
| PGR | Progressive Corp | Insurance | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-09 |
| RSG | Republic Services, Inc. Common Stock (R… | Utilities | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-09 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) | Insurance | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-09 |
| LEN | Lennar Corporation Class A Common Stock… | Construction | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-09 |
| CRM | Salesforce Inc | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-09 |
| BF.B | Brown Forman Inc Class B Common Stock (… | — | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-09 |
| EMR | Emerson Electric Company | Electronics | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-09 |
| KR | Kroger Company (KR) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-09 |
| NTRS | Northern Trust Corporation - Common Sto… | Banking | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-09 |
| LVMUY | LVMH Moet Hennessy Louis Vuitton Unspon… | — | 2 | 1 / 1 | $16,001 | 2025-09 → 2025-09 |
| MCK | McKesson Corporation Common Stock (MCK) | Wholesale | 2 | 1 / 1 | $16,001 | 2025-09 → 2025-09 |
| APP | Applovin Corporation - Class A Common S… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common … | Other | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| CLS | Celestica, Inc. Common Stock (CLS) | — | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| SCHW | Charles Schwab Corporation (SCHW) | Capital Markets | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| CRH | CRH PLC Ordinary Shares (CRH) | — | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| CSX | CSX Corporation - Common Stock | Transportation | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| ELAN | Elanco Animal Health Incorporated Commo… | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| ES | Eversource Energy | Utilities | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| FERG | Ferguson Enterprises Inc. Common Stock … | Wholesale | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| FQVLF | FIRST QUANTUM MINERALS (FQVLF) | — | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| LHX | L3Harris Technologies Inc | Medical Devices | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| LULU | lululemon athletica inc. - Common Stock… | Consumer Goods | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| MDLZ | Mondelez Intl Inc | Food & Beverage | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| MOS | Mosaic Company (MOS) | Chemicals | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| NEM | Newmont Corporation (NEM) | Mining & Metals | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| NKE | Nike Inc | Materials | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| NSC | Norfolk Southern Corp | Transportation | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| RBLX | Roblox Corporation Class A Common Stock… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| SN | SharkNinja, Inc. Ordinary Shares (SN) | — | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| SPG | Simon Property Group, Inc. Common Stock… | Investment Funds | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| TSM | Taiwan Semiconductor Manufacturing Comp… | Semiconductors | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| TGT | Target Corp | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| BK | The Bank of New York Mellon Corporation… | — | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| CI | The Cigna Group Common Stock (CI) | Insurance | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| HIG | The Hartford Insurance Group, Inc. Comm… | Insurance | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| TRV | The Travelers Companies, Inc. Common St… | Insurance | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| UCBJY | UCB SA UNSP/ADR (UCBJY) | — | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| ULTA | Ulta Beauty, Inc. - Common Stock (ULTA) | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| GDDY | GoDaddy Inc. Class A Common Stock (GDDY) | Software & IT Services | 1 | 1 / 0 | $8,001 | 2025-09 → 2025-09 |
| SPOT | otify Technology S.A. Ordinary Shares (… | Telecommunications | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| WBA | Walgreens Boots Alliance, Inc. - Common… | — | 1 | 0 / 1 | $8,001 | 2025-08 → 2025-08 |
| CPRT | Copart, Inc. - Common Stock | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-08 |
| JCI | Johnson Controls International plc Ordi… | Other | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-08 |
| PANW | Palo Alto Networks, Inc. Common Stock | Technology Hardware | 2 | 1 / 1 | $16,001 | 2025-03 → 2025-08 |
| NOW | ServiceNow, Inc. Common Stock (NOW) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-08 |
| TYL | Tyler Technologies, Inc. Common Stock (… | Software & IT Services | 2 | 2 / 0 | $16,001 | 2025-06 → 2025-08 |
| BNTX | BioNTech SE - American Depositary Share… | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2025-08 → 2025-08 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 1 | 0 / 1 | $8,001 | 2025-07 → 2025-07 |
| GS | Goldman Sachs Group | Capital Markets | 1 | 0 / 1 | $8,001 | 2025-07 → 2025-07 |
| CCEP | Coca-Cola Europacific Partners plc - Or… | Food & Beverage | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-06 |
| SRE | DBA Sempra Common Stock (SRE) | Utilities | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-06 |
| IT | Gartner, Inc. Common Stock (IT) | Business Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-06 |
| KNX | Knight-Swift Transportation Holdings In… | — | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 5 | 5 / 0 | $64,503 | 2024-10 → 2025-06 |
| VMC | Vulcan Materials Company (VMC) | Mining & Metals | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-06 |
| BX | Blackstone Inc | Capital Markets | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-06 |
| CRWV | CoreWeave, Inc. - Class A Common Stock … | — | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| IR | Ingersoll Rand Inc | Industrials | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-05 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-04 |
| LPLA | Lpl Financial Holdings | Capital Markets | 2 | 1 / 1 | $16,001 | 2025-03 → 2025-04 |
| SIEGY | Siemens AG American Depositary Shares (… | — | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-02 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-02 |
| SNAP | Snap Inc. Class A Common Stock (SNAP) | Software & IT Services | 1 | 1 / 0 | $8,001 | 2025-02 → 2025-02 |
| AME | AMETEK, Inc. (AME) | Medical Devices | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-01 |
| ASML | ASML Holding N.V. - New York Registry S… | Industrials | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-01 |
| ELV | Elevance Health, Inc. Common Stock | Insurance | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-01 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) | Healthcare Services | 2 | 1 / 1 | $16,001 | 2024-10 → 2024-12 |
| NXPI | NXP Semiconductors N.V. - Common Stock … | Semiconductors | 1 | 1 / 0 | $8,001 | 2024-11 → 2024-11 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| CGEMY | Cap Gemini SA American Depositary Share… | — | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| CNC | Centene Corporation Common Stock (CNC) | Insurance | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| CF | CF Industries Holdings, Inc. Common Sto… | Chemicals | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| DHR | Danaher Corp | Medical Devices | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| EIX | Edison International Common Stock (EIX) | Utilities | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| NVO | Novo Nordisk A/S Common Stock | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| ORLY | O'Reilly Automotive, Inc. - Common Stoc… | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| PCG | Pacific Gas & Electric Co. Common Stock… | Utilities | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| PNR | Pentair plc. Ordinary Share | Industrials | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| PNC | PNC Financial Services Group, Inc. (PNC) | Banking | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| SNPS | Synopsys, Inc. - Common Stock (SNPS) | Software & IT Services | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| VRT | Vertiv Holdings, LLC Class A Common Sto… | Semiconductors | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | -2.0% | 220 | $1,907,110 |
| 2024 | -0.1% | 114 | $961,057 |
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 |
|---|---|---|---|---|---|---|
| 2025-09-23 | WTW | Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | WFC | Wells Fargo & Company Common Stock (WFC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | WSO | Watsco, Inc. Common Stock (WSO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | WCN | Waste Connections, Inc. Common Shares (WCN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | DIS | Walt Disney Company (DIS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | VRSK | Verisk Analytics, Inc. - Common Stock (VRSK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | USFD | US Foods Holding Corp. Common Stock (USFD) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | URI | United Rentals, Inc. Common Stock (URI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | UPS | United Parcel Service, Inc. Common Stock (UPS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | ULTA | Ulta Beauty, Inc. - Common Stock (ULTA) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | UCBJY | UCB SA UNSP/ADR (UCBJY) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | UBER | Uber Technologies, Inc. Common Stock (UBER) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | USB | U.S. Bancorp Common Stock (USB) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | TSN | Tyson Foods, Inc. Common Stock (TSN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | TDG | Transdigm Group Incorporated Common Stock (TDG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | TT | Trane Technologies plc (TT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | — | Toll Brothers, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | TRV | The Travelers Companies, Inc. Common Stock (TRV) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | HIG | The Hartford Insurance Group, Inc. Common Stock (HIG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CI | The Cigna Group Common Stock (CI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | BK | The Bank of New York Mellon Corporation Common Stock (BK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | TSLA | Tesla, Inc. - Common Stock (TSLA) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | TGT | Target Corporation Common Stock (TGT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | — | Synopsys, Inc. - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | SO | Southern Company (SO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | SPG | Simon Property Group, Inc. Common Stock (SPG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | SHW | Sherwin-Williams Company (SHW) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | SHEL | Shell PLC American Depositary Shares (SHEL) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | SN | SharkNinja, Inc. Ordinary Shares (SN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | SAP | SAP SE ADS (SAP) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CRM | Salesforce, Inc. Common Stock (CRM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | SPGI | S&P Global Inc. Common Stock (SPGI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | ROST | Ross Stores, Inc. - Common Stock (ROST) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | RBLX | Roblox Corporation Class A Common Stock (RBLX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | RSG | Republic Services, Inc. Common Stock (RSG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | RRX | Regal Rexnord Corporation Common Stock (RRX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | PWR | Quanta Services, Inc. Common Stock (PWR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | PGR | Progressive Corporation (PGR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | PG | Procter & Gamble Company (PG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | — | NVIDIA Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | NTR | Nutrien Ltd. Common Shares (NTR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | NOC | Northrop Grumman Corporation Common Stock (NOC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | NTRS | Northern Trust Corporation - Common Stock (NTRS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | NSC | Norfolk Southern Corporation Common Stock (NSC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | NKE | Nike, Inc. Common Stock (NKE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | NEM | Newmont Corporation (NEM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | NFLX | Netflix, Inc. - Common Stock (NFLX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | NGG | National Grid Transco, PLC National Grid PLC (NGG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MSI | Motorola Solutions, Inc. Common Stock (MSI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MOS | Mosaic Company (MOS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MS | Morgan Stanley Common Stock (MS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MCO | Moody's Corporation Common Stock (MCO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MDLZ | Mondelez International, Inc. - Class A Common Stock (MDLZ) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $15,001 – $50,000 | spouse | record |
| 2025-09-23 | MU | Micron Technology, Inc. - Common Stock (MU) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | META | Meta Platforms, Inc. - Class A Common Stock (META) | sell | $15,001 – $50,000 | spouse | record |
| 2025-09-23 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MELI | MercadoLibre, Inc. - Common Stock (MELI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MCK | McKesson Corporation Common Stock (MCK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MA | Mastercard Incorporated Common Stock (MA) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MRVL | Marvell Technology, Inc. - Common Stock (MRVL) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MLM | Martin Marietta Materials, Inc. Common Stock (MLM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MMC | Marsh & McLennan Companies, Inc. Common Stock (MMC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MAR | Marriott International - Class A Common Stock (MAR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | MTB | M&T Bank Corporation Common Stock (MTB) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | LVMUY | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | LULU | lululemon athletica inc. - Common Stock (LULU) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | LOW | Lowe's Companies, Inc. Common Stock (LOW) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | LMT | Lockheed Martin Corporation Common Stock (LMT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | LIN | Linde plc - Ordinary Shares (LIN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | LEN | Lennar Corporation Class A Common Stock (LEN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | LRCX | Lam Research Corporation - Common Stock (LRCX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | LHX | L3Harris Technologies, Inc. Common Stock (LHX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | KR | Kroger Company (KR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | KLAC | KLA Corporation - Common Stock (KLAC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | KKR | KKR & Co. Inc. Common Stock (KKR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | KDP | Keurig Dr Pepper Inc. (KDP) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | KVUE | Kenvue Inc. Common Stock (KVUE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | JNJ | Johnson & Johnson Common Stock (JNJ) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | IMO | Imperial Oil Limited Common Stock (IMO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | HLT | Hilton Worldwide Holdings Inc. Common Stock (HLT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | HEI.A | Heico Corporation Common Stock (HEI.A) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | HLN | Haleon plc American Depositary Shares (HLN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | HRB | H&R Block, Inc. Common Stock (HRB) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | GSK | GSK plc American Depositary Shares (GSK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | GILD | Gilead Sciences, Inc. - Common Stock (GILD) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | GEN | Gen Digital Inc. - Common Stock (GEN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | GEV | GE Vernova Inc. Common Stock (GEV) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | GE | GE Aerospace Common Stock (GE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | FQVLF | FIRST QUANTUM MINERALS (FQVLF) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | FERG | Ferguson Enterprises Inc. Common Stock (FERG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | FDX | FedEx Corporation Common Stock (FDX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | XOM | Exxon Mobil Corporation Common Stock (XOM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | ES | Eversource Energy (ES) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | EMR | Emerson Electric Company Common Stock (EMR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | LLY | Eli Lilly and Company Common Stock (LLY) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | ELAN | Elanco Animal Health Incorporated Common Stock (ELAN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | DEO | Diageo plc Common Stock (DEO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | DE | Deere & Company Common Stock (DE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CVS | CVS Health Corporation Common Stock (CVS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CSX | CSX Corporation (CSX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CCK | Crown Holdings, Inc. (CCK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CCI | Crown Castle Inc. Common Stock (CCI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CRH | CRH PLC Ordinary Shares (CRH) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | COST | Costco Wholesale Corporation - Common Stock (COST) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CNSWF | CONSTELLATION SFTWRE INC (CNSWF) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | COP | ConocoPhillips Common Stock (COP) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | — | Cognizant Technology Solutions | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | KO | Coca-Cola Company (KO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CME | CME Group Inc. - Class A Common Stock (CME) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CTAS | Cintas Corporation - Common Stock (CTAS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | SCHW | Charles Schwab Corporation (SCHW) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CLS | Celestica, Inc. Common Stock (CLS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | COF | Capital One Financial Corporation Common Stock (COF) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CNQ | Canadian Natural Resources Limited Common Stock (CNQ) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CDNS | Cadence Design Systems, Inc. - Common Stock (CDNS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | BF.B | Brown Forman Inc Class B Common Stock (BF.B) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | BRO | Brown & Brown, Inc. Common Stock (BRO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | AVGO | Broadcom Inc. - Common Stock (AVGO) | sell | $15,001 – $50,000 | spouse | record |
| 2025-09-23 | BSX | Boston Scientific Corporation Common Stock (BSX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | BKNG | Booking Holdings Inc. - Common Stock (BKNG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | BA | Boeing Company (BA) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | BLK | BlackRock, Inc. Common Stock (BLK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | BAC | Bank of America Corporation Common Stock (BAC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | AZO | AutoZone, Inc. Common Stock (AZO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | AZN | AstraZeneca PLC - American Depositary Shares (AZN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | AJG | Arthur J. Gallagher & Co. Common Stock (AJG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | ANET | Arista Networks, Inc. Common Stock (ANET) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | ARES | Ares Management Corporation Class A Common Stock (ARES) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | APP | Applovin Corporation - Class A Common Stock (APP) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | AAPL | Apple Inc. - Common Stock (AAPL) | sell | $15,001 – $50,000 | spouse | record |
| 2025-09-23 | APO | Apollo Global Management, Inc. (APO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | APH | Amphenol Corporation Common Stock (APH) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | DOX | Amdocs Limited - Ordinary Shares (DOX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | sell | $15,001 – $50,000 | spouse | record |
| 2025-09-23 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-23 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | sell | $15,001 – $50,000 | spouse | record |
| 2025-09-10 | SPOT | Spotify Technology S.A. Ordinary Shares (SPOT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-10 | MCK | McKesson Corporation Common Stock (MCK) | buy | $1,001 – $15,000 | spouse | record |
| 2025-09-10 | LVMUY | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) | buy | $1,001 – $15,000 | spouse | record |
| 2025-09-10 | GDDY | GoDaddy Inc. Class A Common Stock (GDDY) | buy | $1,001 – $15,000 | spouse | record |
| 2025-09-10 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | buy | $1,001 – $15,000 | spouse | record |
| 2025-08-27 | WBA | Walgreens Boots Alliance, Inc. - Common Stock (WBA) | sell | $1,001 – $15,000 | spouse | record |
| 2025-08-19 | UBER | Uber Technologies, Inc. Common Stock (UBER) | buy | $1,001 – $15,000 | spouse | record |
| 2025-08-19 | NOW | ServiceNow, Inc. Common Stock (NOW) | sell | $1,001 – $15,000 | spouse | record |
| 2025-08-19 | PANW | Palo Alto Networks, Inc. (PANW) | sell | $1,001 – $15,000 | spouse | record |
| 2025-08-19 | JCI | Johnson Controls International plc Ordinary Share (JCI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-08-19 | CPRT | Copart, Inc. - Common Stock (CPRT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-08-07 | URI | United Rentals, Inc. Common Stock (URI) | buy | $1,001 – $15,000 | spouse | record |
| 2025-08-07 | TYL | Tyler Technologies, Inc. Common Stock (TYL) | buy | $1,001 – $15,000 | spouse | record |
| 2025-08-07 | BNTX | BioNTech SE - American Depositary Shares (BNTX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-28 | NTRS | Northern Trust Corporation - Common Stock (NTRS) | buy | $1,001 – $15,000 | spouse | record |
| 2025-07-28 | KR | Kroger Company (KR) | buy | $1,001 – $15,000 | spouse | record |
| 2025-07-28 | KLAC | KLA Corporation - Common Stock (KLAC) | buy | $1,001 – $15,000 | spouse | record |
| 2025-07-28 | GS | Goldman Sachs Group, Inc. (GS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-28 | MMM | 3M Company Common Stock (MMM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-14 | SHW | Sherwin-Williams Company (SHW) | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-14 | EMR | Emerson Electric Company Common Stock (EMR) | buy | $1,001 – $15,000 | spouse | record |
| 2025-07-14 | BF.B | Brown Forman Inc Class B Common Stock (BF.B) | buy | $1,001 – $15,000 | spouse | record |
| 2025-07-14 | ANET | Arista Networks, Inc. Common Stock (ANET) | buy | $1,001 – $15,000 | spouse | record |
| 2025-07-14 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | buy | $1,001 – $15,000 | spouse | record |
| 2025-07-02 | PG | Procter & Gamble Company (PG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-02 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-02 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-02 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | buy | $1,001 – $15,000 | spouse | record |
| 2025-07-02 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-26 | CRM | Salesforce, Inc. Common Stock (CRM) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-26 | LEN | Lennar Corporation Class A Common Stock (LEN) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-26 | KNX | Knight-Swift Transportation Holdings Inc. (KNX) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-26 | IT | Gartner, Inc. Common Stock (IT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-06-26 | SRE | DBA Sempra Common Stock (SRE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-06-26 | CCEP | Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) | sell | $1,001 – $15,000 | spouse | record |
| 2025-06-26 | BRO | Brown & Brown, Inc. Common Stock (BRO) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-09 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-09 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | WFC | Wells Fargo & Company Common Stock (WFC) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | VMC | Vulcan Materials Company (VMC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | TYL | Tyler Technologies, Inc. Common Stock (TYL) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | RSG | Republic Services, Inc. Common Stock (RSG) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | PGR | Progressive Corporation (PGR) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | META | Meta Platforms, Inc. - Class A Common Stock (META) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | CRWV | CoreWeave, Inc. - Class A Common Stock (CRWV) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | COF | Capital One Financial Corporation Common Stock (COF) | buy | $1,001 – $15,000 | spouse | record |
| 2025-06-06 | AVGO | Broadcom Inc. - Common Stock (AVGO) | buy | $1,001 – $15,000 | spouse | record |