Susie Lee Democrat · NV-3
House of Representatives · in office · serving since 2019 · born November 7, 1966
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
1,292
across 48 filings
Securities traded
304
1 active in 6 months
Disclosed range total
$2,847,292
sum of filed minimums
In plain language
Of 1,292 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 |
|---|---|---|---|
| NV-3 | 116th–119th | 2019–2027 | 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 Appropriations | Member | 21 | minority | record |
| House Committee on Natural Resources | Member | 20 | minority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Appropriations | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Natural Resources | Member | 2023-05 → 2024-11 |
| 117th | House Committee on Appropriations | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Education and Workforce | Member | 2019-02 → 2020-12 |
| 116th | House Committee on Veterans' Affairs | Member | 2019-02 → 2020-12 |
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
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| FLL | Full House Resorts, Inc. - Common Stock… | Consumer Services | 3 | 2 / 12 | $24,002 | 2026-07-01 |
Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.
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 |
|---|---|---|---|---|---|---|
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 3 | 1 / 2 | $48,502 | 2020-05 → 2025-03 |
| CCL | Carnival Corp | Transportation | 3 | 1 / 2 | $24,002 | 2020-07 → 2025-03 |
| MAR | Marriott International - Class A Common… | Consumer Services | 3 | 1 / 2 | $48,502 | 2020-07 → 2025-03 |
| WYNN | Wynn Resorts, Limited - Common Stock (W… | Consumer Services | 3 | 2 / 1 | $73,002 | 2022-01 → 2025-03 |
| CNTY | Century Casinos, Inc. - Common Stock (C… | — | 1 | 0 / 1 | $8,001 | 2025-03 → 2025-03 |
| GDEN | Golden Entertainment, Inc. - Common Sto… | — | 1 | 0 / 1 | $8,001 | 2025-03 → 2025-03 |
| MGM | MGM Resorts International Common Stock | Consumer Services | 1 | 0 / 1 | $8,001 | 2025-03 → 2025-03 |
| SONY | Sony Group Corporation American Deposit… | Electronics | 1 | 0 / 1 | $8,001 | 2025-03 → 2025-03 |
| TNC | Tennant Company Common Stock (TNC) | — | 1 | 0 / 1 | $8,001 | 2025-03 → 2025-03 |
| RNMBY | RHEINMETALL AG UNSP/ADR (RNMBY) | — | 1 | 1 / 0 | $8,001 | 2024-05 → 2024-05 |
| RCL | Royal Caribbean Cruises Ltd. Common Sto… | Transportation | 1 | 0 / 1 | $8,001 | 2023-09 → 2023-09 |
| IQV | Iqvia Holdings Inc | Business Services | 8 | 3 / 5 | $64,004 | 2019-01 → 2023-05 |
| IT | Gartner, Inc. Common Stock (IT) | Business Services | 6 | 3 / 3 | $48,003 | 2019-02 → 2023-05 |
| KEYS | Keysight Technologies Inc. Common Stock | Medical Devices | 5 | 2 / 3 | $40,003 | 2019-02 → 2023-05 |
| MSI | Motorola Solutions | Electronics | 4 | 2 / 2 | $56,502 | 2019-03 → 2023-05 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) | Capital Markets | 8 | 4 / 4 | $64,004 | 2019-03 → 2023-05 |
| ON | ON Semiconductor Corporation - Common S… | Semiconductors | 4 | 2 / 2 | $32,002 | 2019-10 → 2023-05 |
| AQUA | Evoqua Water Technologies Corp. (AQUA) | — | 4 | 3 / 1 | $56,502 | 2020-03 → 2023-05 |
| LPLA | Lpl Financial Holdings | Capital Markets | 8 | 4 / 4 | $88,504 | 2019-01 → 2023-04 |
| AJG | Arthur J. Gallagher & Co. Common Stock … | Insurance | 5 | 4 / 1 | $64,503 | 2019-11 → 2023-04 |
| PLNT | Planet Fitness, Inc. (PLNT) | Media & Entertainment | 15 | 8 / 7 | $120,008 | 2019-01 → 2022-11 |
| CDW | CDW Corporation - Common Stock (CDW) | Retail & Consumer | 11 | 3 / 8 | $88,006 | 2019-01 → 2022-11 |
| CHDN | Churchill Downs, Incorporated - Common … | Media & Entertainment | 12 | 6 / 6 | $120,506 | 2019-01 → 2022-11 |
| GPN | Global Payments Inc. Common Stock (GPN) | Business Services | 5 | 0 / 5 | $40,003 | 2019-01 → 2022-11 |
| RSG | Republic Services, Inc. Common Stock (R… | Utilities | 11 | 4 / 7 | $88,006 | 2019-01 → 2022-11 |
| SSNC | SS&C Technologies Holdings, Inc. - Comm… | Software & IT Services | 6 | 2 / 4 | $48,003 | 2019-01 → 2022-11 |
| TRU | TransUnion (TRU) | Business Services | 7 | 2 / 5 | $56,004 | 2019-01 → 2022-11 |
| BAH | Booz Allen Hamilton Holding Corporation… | Business Services | 6 | 3 / 3 | $72,503 | 2019-02 → 2022-11 |
| BFAM | Bright Horizons Family Solutions Inc. | Other | 10 | 6 / 4 | $80,005 | 2019-02 → 2022-11 |
| CTLT | Catalent, Inc. (CTLT) | — | 6 | 2 / 4 | $48,003 | 2019-02 → 2022-11 |
| CCK | Crown Holdings, Inc. (CCK) | Industrials | 9 | 5 / 4 | $72,005 | 2019-02 → 2022-11 |
| SCI | Service Corporation International Commo… | Consumer Services | 13 | 6 / 7 | $104,007 | 2019-02 → 2022-11 |
| TFX | Teleflex Incorporated Common Stock (TFX) | Medical Devices | 11 | 6 / 5 | $88,006 | 2019-02 → 2022-11 |
| USFD | US Foods Holding Corp. Common Stock (US… | Wholesale | 10 | 6 / 4 | $80,005 | 2019-02 → 2022-11 |
| VRSK | Verisk Analytics, Inc. - Common Stock (… | Software & IT Services | 8 | 4 / 4 | $64,004 | 2019-02 → 2022-11 |
| BERY | Berry Global Group, Inc. Common Stock (… | — | 6 | 2 / 4 | $48,003 | 2019-03 → 2022-11 |
| BR | Broadridge Financial Solutions, Inc. Co… | Business Services | 3 | 1 / 2 | $24,002 | 2019-03 → 2022-11 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) | Healthcare Services | 6 | 2 / 4 | $48,003 | 2019-03 → 2022-11 |
| VICI | VICI Properties Inc. Common Stock (VICI) | Investment Funds | 8 | 5 / 3 | $64,004 | 2019-03 → 2022-11 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) | Insurance | 3 | 1 / 2 | $24,002 | 2019-03 → 2022-11 |
| XYL | Xylem Inc. Common Stock New (XYL) | Industrials | 6 | 4 / 2 | $48,003 | 2019-04 → 2022-11 |
| BIO | Bio-Rad Laboratories, Inc. Class A Comm… | Medical Devices | 8 | 2 / 6 | $64,004 | 2019-04 → 2022-11 |
| ELAN | Elanco Animal Health Incorporated Commo… | Pharmaceuticals & Biotech | 7 | 5 / 2 | $56,004 | 2019-04 → 2022-11 |
| PANW | Palo Alto Networks, Inc. Common Stock | Technology Hardware | 7 | 4 / 3 | $56,004 | 2019-04 → 2022-11 |
| TDY | Teledyne Technologies Incorporated Comm… | Medical Devices | 7 | 3 / 4 | $56,004 | 2019-04 → 2022-11 |
| AVTR | Avantor, Inc. Common Stock (AVTR) | Medical Devices | 10 | 7 / 3 | $80,005 | 2019-05 → 2022-11 |
| LKQ | LKQ Corporation (LKQ) | Wholesale | 10 | 6 / 4 | $80,005 | 2019-07 → 2022-11 |
| AWK | American Water Works Company, Inc. Comm… | Utilities | 3 | 2 / 1 | $24,002 | 2019-07 → 2022-11 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) | Materials | 4 | 2 / 2 | $32,002 | 2019-07 → 2022-11 |
| ALLY | Ally Financial Inc. Common Stock (ALLY) | Banking | 8 | 6 / 2 | $64,004 | 2019-09 → 2022-11 |
| AME | AMETEK, Inc. (AME) | Medical Devices | 4 | 2 / 2 | $32,002 | 2019-10 → 2022-11 |
| MRVL | Marvell Technology Inc | Semiconductors | 5 | 2 / 2 | $32,003 | 2019-10 → 2022-11 |
| QRVO | Qorvo, Inc. - Common Stock (QRVO) | — | 3 | 1 / 2 | $24,002 | 2019-10 → 2022-11 |
| BKI | Black Knight, Inc. (BKI) | — | 7 | 5 / 2 | $56,004 | 2019-10 → 2022-11 |
| PFGC | Performance Food Group Company Common S… | Wholesale | 6 | 3 / 3 | $48,003 | 2020-04 → 2022-11 |
| SMG | The Scotts Miracle-Gro Company | Chemicals | 3 | 1 / 2 | $24,002 | 2020-04 → 2022-11 |
| BLDR | Builders FirstSource, Inc. (BLDR) | Retail & Consumer | 7 | 4 / 3 | $56,004 | 2020-06 → 2022-11 |
| MAT | Mattel, Inc. (MAT) | Consumer Goods | 5 | 4 / 1 | $40,003 | 2020-06 → 2022-11 |
| GFL | GFL Environmental Inc. Subordinate voti… | — | 5 | 4 / 1 | $40,003 | 2020-09 → 2022-11 |
| HOLX | Hologic, Inc. - Common Stock (HOLX) | — | 4 | 2 / 2 | $32,002 | 2020-09 → 2022-11 |
| DFS | Discover Financial Services Common Stoc… | — | 3 | 2 / 1 | $24,002 | 2020-09 → 2022-11 |
| APTV | Aptiv PLC Ordinary Shares (APTV) | Automotive | 4 | 3 / 1 | $32,002 | 2020-10 → 2022-11 |
| VRT | Vertiv Holdings, LLC Class A Common Sto… | Semiconductors | 7 | 6 / 1 | $56,004 | 2020-10 → 2022-11 |
| FOUR | Shift4 Payments, Inc. Class A (FOUR) | — | 5 | 4 / 1 | $40,003 | 2020-11 → 2022-11 |
| WCC | WESCO International, Inc. Common Stock … | Wholesale | 5 | 4 / 1 | $40,003 | 2020-12 → 2022-11 |
| AZEK | The AZEK Company Inc. Class A (AZEK) | — | 4 | 3 / 1 | $32,002 | 2020-12 → 2022-11 |
| AHCO | AdaptHealth Corp. (AHCO) | Healthcare Services | 6 | 5 / 1 | $48,003 | 2021-01 → 2022-11 |
| CHX | ChampionX Corporation (CHX) | — | 5 | 4 / 1 | $40,003 | 2021-01 → 2022-11 |
| LESL | Leslie's, Inc. (LESL) | Retail & Consumer | 5 | 4 / 1 | $40,003 | 2021-01 → 2022-11 |
| GT | The Goodyear Tire & Rubber Company (GT) | Materials | 4 | 3 / 1 | $32,002 | 2021-01 → 2022-11 |
| REZI | Resideo Technologies, Inc. | Wholesale | 4 | 3 / 1 | $32,002 | 2021-03 → 2022-11 |
| TAP | Molson Coors Beverage Company Class B C… | Food & Beverage | 4 | 3 / 1 | $32,002 | 2021-04 → 2022-11 |
| CZR | Caesars Entertainment, Inc. - Common St… | Consumer Services | 6 | 5 / 1 | $48,003 | 2021-05 → 2022-11 |
| LYV | Live Nation Entertainment, Inc. Common … | Media & Entertainment | 7 | 5 / 2 | $56,004 | 2021-05 → 2022-11 |
| SWK | Stanley Black & Decker, Inc. (SWK) | Industrials | 5 | 4 / 1 | $40,003 | 2021-05 → 2022-11 |
| CWK | Cushman & Wakefield plc Ordinary Shares… | Real Estate | 5 | 4 / 1 | $40,003 | 2021-06 → 2022-11 |
| ESI | Element Solutions Inc. (ESI) | Chemicals | 2 | 1 / 1 | $16,001 | 2021-09 → 2022-11 |
| SYNH | Syneos Health, Inc. - Class A (SYNH) | — | 2 | 1 / 1 | $16,001 | 2021-09 → 2022-11 |
| ACHC | Acadia Healthcare Company, Inc. (ACHC) | — | 1 | 0 / 1 | $8,001 | 2022-11 → 2022-11 |
| BALL | Ball Corporation Common Stock | Industrials | 1 | 0 / 1 | $8,001 | 2022-11 → 2022-11 |
| BBWI | Bath & Body Works, Inc. (BBWI) | — | 1 | 0 / 1 | $8,001 | 2022-11 → 2022-11 |
| CLVT | Clarivate Plc Ordinary Shares (CLVT) | — | 1 | 0 / 1 | $8,001 | 2022-11 → 2022-11 |
| DSEY | Diversey Holdings, Ltd. - Ordinary Shar… | — | 1 | 0 / 1 | $8,001 | 2022-11 → 2022-11 |
| JOE | St. Joe Company (JOE) | — | 2 | 0 / 2 | $16,001 | 2021-04 → 2022-10 |
| KBH | KB Home Common Stock (KBH) | — | 1 | 0 / 1 | $8,001 | 2022-10 → 2022-10 |
| BAC | Bank of America Corp | Banking | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| RXT | Rackspace Technology, Inc. (RXT) | Software & IT Services | 7 | 6 / 1 | $56,004 | 2020-08 → 2021-10 |
| HHC | Howard Hughes Corporation (HHC) | — | 5 | 4 / 1 | $40,003 | 2020-12 → 2021-10 |
| COMM | CommScope Holding Company, Inc. (COMM) | — | 7 | 5 / 2 | $56,004 | 2020-01 → 2021-10 |
| ZBH | Zimmer Biomet Holdings, Inc. Common Sto… | Medical Devices | 7 | 5 / 2 | $80,504 | 2019-03 → 2021-09 |
| SYF | Synchrony Financial Common Stock (SYF) | Banking | 5 | 4 / 1 | $40,003 | 2021-05 → 2021-09 |
| GCGMF | great Canadian gaming Corp Ordinary Sha… | — | 4 | 0 / 4 | $32,002 | 2019-01 → 2021-09 |
| LDOS | Leidos Holdings, Inc. Common Stock (LDO… | Software & IT Services | 5 | 4 / 1 | $40,003 | 2020-08 → 2021-09 |
| CARR | Carrier Global Corp | Other | 6 | 4 / 2 | $48,003 | 2021-05 → 2021-09 |
| AVYA | Avaya Holdings Corp. (AVYA) | — | 3 | 1 / 2 | $24,002 | 2020-11 → 2021-09 |
| RLGY | Realogy Holdings Corp. (RLgY) | — | 6 | 3 / 3 | $48,003 | 2020-12 → 2021-09 |
| GDDY | GoDaddy Inc. Class A Common Stock (GDDY) | Software & IT Services | 5 | 3 / 2 | $40,003 | 2019-03 → 2021-09 |
| VSCO | Victorias Secret & Co. (VSCO) | — | 1 | 0 / 1 | $8,001 | 2021-08 → 2021-08 |
| DELL | Dell Technologies Inc | Technology Hardware | 11 | 5 / 6 | $88,006 | 2019-01 → 2021-08 |
| XPO | XPO, Inc. Common Stock (XPO) | Other | 7 | 4 / 3 | $56,004 | 2019-09 → 2021-07 |
| NLOK | NortonLifeLock Inc. (NLOK) | — | 5 | 4 / 1 | $40,003 | 2020-04 → 2021-07 |
| BLL | Ball Corporation | — | 21 | 11 / 10 | $168,011 | 2019-01 → 2021-07 |
| UAA | Under Armour | Consumer Goods | 6 | 4 / 2 | $48,003 | 2020-11 → 2021-07 |
| LTD | L Brands, Inc. (LTD) | — | 4 | 4 / 0 | $32,002 | 2021-04 → 2021-07 |
| STZ | Constellation Brands, Inc. Common Stock… | Food & Beverage | 6 | 3 / 3 | $48,003 | 2019-04 → 2021-07 |
| KMX | CarMax Inc (KMX) | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2020-10 → 2021-07 |
| TNL | Travel Leisure Co. Common Stock (TNL) | — | 3 | 2 / 1 | $24,002 | 2021-05 → 2021-06 |
| STOR | STORE Capital Corporation (STOR) | — | 12 | 5 / 7 | $96,006 | 2019-03 → 2021-06 |
| MAS | Masco Corporation Common Stock (MAS) | Industrials | 4 | 2 / 2 | $32,002 | 2019-10 → 2021-06 |
| VNT | Vontier Corporation Common Stock (VNT) | Medical Devices | 6 | 4 / 2 | $48,003 | 2020-10 → 2021-06 |
| BHI | Baker Hughes Incorporated (BHI) | — | 1 | 0 / 1 | $8,001 | 2021-06 → 2021-06 |
| DPZ | Domino's Pizza Inc - Common Stock (DPZ) | Wholesale | 14 | 6 / 8 | $112,007 | 2019-02 → 2021-06 |
| CCC | Clarivate Plc Ordinary Shares (CCC) | — | 4 | 4 / 0 | $32,002 | 2020-06 → 2021-06 |
| LITE | Lumentum Holdings Inc. - Common Stock (… | Electronics | 4 | 3 / 1 | $32,002 | 2020-10 → 2021-06 |
| LEA | Lear Corporation (LEA) | — | 3 | 2 / 1 | $24,002 | 2021-02 → 2021-06 |
| MSCI | MSCI Inc. Common Stock (MSCI) | Business Services | 6 | 2 / 4 | $48,003 | 2019-03 → 2021-06 |
| PHM | PulteGroup, Inc. Common Stock | Construction | 6 | 4 / 2 | $48,003 | 2020-05 → 2021-06 |
| AMRC | Ameresco, Inc. Class A (AMRC) | Construction | 3 | 2 / 1 | $24,002 | 2020-12 → 2021-06 |
| TTEK | Tetra Tech, Inc. (TTEK) | — | 2 | 1 / 1 | $16,001 | 2020-12 → 2021-06 |
| ALYF | Ally Financial Inc. (ALYF) | — | 1 | 1 / 0 | $8,001 | 2021-06 → 2021-06 |
| WRK | Westrock Company (WRK) | — | 11 | 8 / 3 | $88,006 | 2019-09 → 2021-06 |
| PII | Polaris Inc. Common Stock | Industrials | 5 | 3 / 2 | $40,003 | 2020-05 → 2021-06 |
| WLK | Westlake Chemical Corporation (WLK) | Chemicals | 3 | 2 / 1 | $24,002 | 2020-12 → 2021-06 |
| AGCO | AGCO Corporation Common Stock (AGCO) | Industrials | 2 | 1 / 1 | $16,001 | 2021-05 → 2021-06 |
| CWH | Camping World Holdings, Inc. Class A Co… | — | 2 | 1 / 1 | $16,001 | 2021-05 → 2021-06 |
| WHR | Whirlpool Corporation Common Stock (WHR) | Electronics | 2 | 1 / 1 | $16,001 | 2021-05 → 2021-06 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-05 → 2021-06 |
| CDNS | Cadence Design Systems, Inc. - Common S… | Software & IT Services | 3 | 2 / 1 | $24,002 | 2021-02 → 2021-06 |
| TER | Teradyne, Inc. - Common Stock | Medical Devices | 3 | 2 / 1 | $24,002 | 2021-02 → 2021-06 |
| DLTR | Dollar Tree, Inc. - Common Stock (DLTR) | Retail & Consumer | 6 | 4 / 2 | $48,003 | 2020-04 → 2021-05 |
| DIN | Dine Brands global, Inc. (DIN) | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2020-12 → 2021-05 |
| WSM | Williams-Sonoma, Inc. Common Stock (WSM) | Retail & Consumer | 5 | 2 / 3 | $40,003 | 2021-01 → 2021-05 |
| FMC | FMC Corporation Common Stock (FMC) | Chemicals | 3 | 2 / 1 | $24,002 | 2020-04 → 2021-05 |
| SVC | SERVICE PROPERTIES TRUST (SVC) | Investment Funds | 4 | 2 / 2 | $32,002 | 2020-12 → 2021-05 |
| ALGM | Allegro MicroSystems, Inc. - Common Sto… | Semiconductors | 3 | 2 / 1 | $24,002 | 2021-02 → 2021-05 |
| CHGG | Chegg, Inc. (CHgg) | Education | 3 | 2 / 1 | $24,002 | 2021-02 → 2021-05 |
| BALY | Bally's Corporation (BALY) | — | 3 | 2 / 1 | $24,002 | 2021-02 → 2021-05 |
| VVNT | Vivint Smart Home, Inc. (VVNT) | — | 2 | 1 / 1 | $16,001 | 2021-03 → 2021-05 |
| Z | Zillow Group, Inc. - Class C Capital St… | Business Services | 3 | 2 / 1 | $24,002 | 2021-01 → 2021-05 |
| AEIS | Advanced Energy Industries, Inc. - Comm… | Semiconductors | 4 | 3 / 1 | $32,002 | 2021-02 → 2021-05 |
| BRKS | Brooks Automation, Inc. (BRKS) | — | 3 | 2 / 1 | $24,002 | 2021-02 → 2021-05 |
| WDAY | Workday, Inc. - Class A Common Stock (W… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2020-05 → 2021-05 |
| MKTX | MarketAxess Holdings, Inc. - Common Sto… | Capital Markets | 2 | 1 / 1 | $16,001 | 2021-01 → 2021-05 |
| CNC | Centene Corporation Common Stock (CNC) | Insurance | 10 | 5 / 5 | $80,005 | 2019-03 → 2021-05 |
| LW | Lamb Weston Holdings Inc | Food & Beverage | 11 | 6 / 5 | $88,006 | 2019-04 → 2021-05 |
| FLT | FleetCor Technologies, Inc. Common Stock | — | 9 | 7 / 2 | $72,005 | 2019-06 → 2021-05 |
| CDK | CDK global, Inc. (CDK) | — | 6 | 4 / 2 | $48,003 | 2019-07 → 2021-05 |
| HASI | Hannon Armstrong Sustainable Infrastruc… | Investment Funds | 3 | 2 / 1 | $24,002 | 2020-09 → 2021-05 |
| SABR | Sabre Corporation (SABR) | Software & IT Services | 10 | 6 / 4 | $80,005 | 2019-02 → 2021-05 |
| SAIC | Science Applications International Corp… | Software & IT Services | 3 | 2 / 1 | $24,002 | 2020-04 → 2021-04 |
| ECL | Ecolab Inc | Chemicals | 9 | 2 / 7 | $72,005 | 2019-03 → 2021-03 |
| EQIX | Equinix, Inc. - Common Stock (EQIX) | Investment Funds | 6 | 1 / 5 | $48,003 | 2019-01 → 2021-03 |
| FIS | Fidelity National Information Services,… | Business Services | 8 | 1 / 7 | $64,004 | 2019-01 → 2021-03 |
| CRWD | CrowdStrike Holdings, Inc. - Class A Co… | Software & IT Services | 2 | 1 / 1 | $40,501 | 2021-01 → 2021-03 |
| COLD | Americold Realty Trust, Inc. (COLD) | Investment Funds | 5 | 3 / 2 | $40,003 | 2019-05 → 2021-03 |
| W | Wayfair Inc. Class A Common Stock (W) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2021-02 → 2021-03 |
| POOL | Pool Corporation (POOL) | Wholesale | 2 | 1 / 1 | $16,001 | 2021-02 → 2021-03 |
| O | Realty Income Corporation Common Stock … | Investment Funds | 7 | 4 / 3 | $56,004 | 2019-05 → 2021-03 |
| LHX | L3Harris Technologies Inc | Medical Devices | 5 | 1 / 4 | $40,003 | 2019-09 → 2021-03 |
| BKR | Baker Hughes Company - Common Stock (BK… | Industrials | 2 | 2 / 0 | $16,001 | 2021-02 → 2021-02 |
| TMUS | T-Mobile US, Inc. - Common Stock | Telecommunications | 6 | 1 / 5 | $48,003 | 2019-02 → 2021-02 |
| CHTR | Charter Communications, Inc. - Class A … | Telecommunications | 6 | 1 / 5 | $48,003 | 2019-02 → 2021-02 |
| GPK | Graphic Packaging Holding Company (GPK) | Materials | 10 | 4 / 6 | $80,005 | 2019-01 → 2021-02 |
| CCI | Crown Castle Inc. Common Stock (CCI) | Investment Funds | 8 | 2 / 6 | $64,004 | 2019-01 → 2021-02 |
| WH | Wyndham Hotels & Resorts, Inc. (WH) | Consumer Services | 9 | 6 / 3 | $72,005 | 2019-03 → 2021-02 |
| DOV | Dover Corporation Common Stock (DOV) | Industrials | 3 | 2 / 1 | $24,002 | 2020-04 → 2021-02 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) | Technology Hardware | 5 | 1 / 4 | $40,003 | 2019-02 → 2021-01 |
| GO | Grocery Outlet Holding Corp. (GO) | Retail & Consumer | 5 | 2 / 3 | $40,003 | 2020-01 → 2021-01 |
| ROP | Roper Technologies, Inc. (ROP) | Medical Devices | 6 | 1 / 5 | $48,003 | 2019-02 → 2021-01 |
| FISV | Fiserv, Inc. - Common Stock (FISV) | Business Services | 7 | 0 / 7 | $56,004 | 2019-01 → 2021-01 |
| CACI | CACI International, Inc. Class A Common… | Software & IT Services | 6 | 3 / 3 | $48,003 | 2019-05 → 2021-01 |
| DRE | Duke Realty Corporation (DRE) | — | 8 | 3 / 5 | $64,004 | 2019-09 → 2021-01 |
| DLR | Digital Realty Trust, Inc. Common Stock… | Investment Funds | 3 | 1 / 2 | $24,002 | 2020-04 → 2021-01 |
| WAIR | Wesco Aircraft Holdings, Inc. (WAIR) | — | 1 | 1 / 0 | $8,001 | 2021-01 → 2021-01 |
| INFO | IHS Markit Ltd. Common Shares (INFO) | — | 5 | 0 / 5 | $40,003 | 2019-01 → 2021-01 |
| CHNG | Change Healthcare Inc. (CHNg) | — | 6 | 4 / 2 | $48,003 | 2019-06 → 2021-01 |
| SIRI | SiriusXM Holdings Inc. - Common Stock | Telecommunications | 3 | 2 / 1 | $24,002 | 2020-04 → 2020-12 |
| DNB | Dun & Bradstreet Holdings, Inc. Common … | — | 3 | 1 / 2 | $24,002 | 2020-09 → 2020-12 |
| CSGP | CoStar Group, Inc. - Common Stock (CSGP) | Business Services | 3 | 0 / 3 | $24,002 | 2019-03 → 2020-12 |
| HRC | Hill-Rom Holdings Inc (HRC) | — | 5 | 2 / 3 | $40,003 | 2019-03 → 2020-12 |
| PRAH | PRA Health Sciences, Inc. (PRAH) | — | 2 | 1 / 1 | $16,001 | 2019-10 → 2020-12 |
| LH | Labcorp Holdings Inc. Common Stock (LH) | Healthcare Services | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-12 |
| ACI | Albertsons Companies, Inc. Class A Comm… | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2020-06 → 2020-12 |
| FTV | Fortive Corporation Common Stock (FTV) | Medical Devices | 7 | 3 / 4 | $56,004 | 2019-02 → 2020-12 |
| ZBRA | Zebra Technologies Corporation - Class … | Industrials | 6 | 2 / 4 | $48,003 | 2019-02 → 2020-12 |
| GPC | Genuine Parts Company Common Stock (GPC) | Wholesale | 2 | 1 / 1 | $16,001 | 2020-06 → 2020-12 |
| HDS | HD Supply Holdings, Inc. (HDS) | — | 6 | 3 / 3 | $48,003 | 2019-01 → 2020-11 |
| HRI | Herc Holdings Inc. Common Stock (HRI) | Business Services | 3 | 1 / 2 | $24,002 | 2020-06 → 2020-11 |
| MPLN | MultiPlan Corporation Class A (MPLN) | — | 1 | 0 / 1 | $8,001 | 2020-11 → 2020-11 |
| ACM | AECOM (ACM) | — | 3 | 2 / 1 | $24,002 | 2019-11 → 2020-11 |
| OKE | ONEOK, Inc. Common Stock (OKE) | Utilities | 12 | 7 / 5 | $96,006 | 2019-02 → 2020-10 |
| FLIR | FLIR Systems, Inc. (FLIR) | — | 4 | 2 / 2 | $32,002 | 2019-04 → 2020-10 |
| EFX | Equifax, Inc. Common Stock (EFX) | Business Services | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-10 |
| DXCM | DexCom, Inc. - Common Stock (DXCM) | Medical Devices | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| VLO | Valero Energy Corp | Oil & Gas | 5 | 3 / 2 | $40,003 | 2019-09 → 2020-10 |
| SCHW | Charles Schwab Corporation (SCHW) | Capital Markets | 5 | 2 / 3 | $40,003 | 2019-03 → 2020-09 |
| ENR | Energizer Holdings, Inc. (ENR) | — | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-09 |
| RHI | Robert Half International Inc. (RHI) | — | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-09 |
| TOL | Toll Brothers, Inc. (TOL) | Construction | 3 | 2 / 1 | $24,002 | 2020-07 → 2020-09 |
| EHC | Encompass Health Corporation Common Sto… | Healthcare Services | 4 | 2 / 2 | $32,002 | 2019-03 → 2020-08 |
| BHC | Bausch Health Companies Inc. (BHC) | — | 3 | 2 / 1 | $24,002 | 2020-01 → 2020-08 |
| MYE | Myers Industries, Inc. (MYE) | — | 1 | 0 / 1 | $32,501 | 2020-08 → 2020-08 |
| HXL | Hexcel Corporation | Chemicals | 5 | 2 / 3 | $40,003 | 2019-03 → 2020-08 |
| ARMK | Aramark Common Stock (ARMK) | Retail & Consumer | 6 | 3 / 3 | $48,003 | 2019-03 → 2020-08 |
| CBRE | CBRE group Inc Common Stock Class A (CB… | — | 5 | 1 / 4 | $40,003 | 2019-04 → 2020-07 |
| NMIH | NMI Holdings Inc (NMIH) | — | 2 | 1 / 1 | $16,001 | 2020-06 → 2020-07 |
| GGT | gabelli Multi-Media Trust, Inc. (ggT) | — | 2 | 0 / 2 | $65,001 | 2019-01 → 2020-07 |
| ACIW | ACI Worldwide, Inc. - Common Stock (ACI… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2020-01 → 2020-06 |
| WDC | Western Digital Corporation - Common St… | Technology Hardware | 4 | 3 / 1 | $32,002 | 2020-04 → 2020-06 |
| SYY | Sysco Corporation Common Stock (SYY) | Wholesale | 3 | 2 / 1 | $24,002 | 2020-04 → 2020-06 |
| TJX | TJX Companies | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-05 → 2020-06 |
| PK | Park Hotels & Resorts Inc. Common Stock… | Consumer Services | 2 | 1 / 1 | $16,001 | 2020-06 → 2020-06 |
| ULTA | Ulta Beauty, Inc. - Common Stock (ULTA) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-05 → 2020-06 |
| AZO | AutoZone, Inc. Common Stock (AZO) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-05 → 2020-06 |
| KR | Kroger Company (KR) | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2019-01 → 2020-06 |
| CAG | ConAgra Brands, Inc. Common Stock (CAG) | Food & Beverage | 4 | 2 / 2 | $32,002 | 2019-10 → 2020-06 |
| DG | Dollar General Corporation Common Stock… | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2020-03 → 2020-06 |
| WM | Waste Management, Inc. Common Stock (WM) | Utilities | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-06 |
| REYN | Reynolds Consumer Products Inc. (REYN) | — | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-06 |
| LBRDA | Liberty Broadband Corporation - Class A… | Telecommunications | 1 | 0 / 1 | $8,001 | 2020-06 → 2020-06 |
| WTRG | Essential Utilities, Inc. Common Stock … | Utilities | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-06 |
| TWTR | Twitter, Inc. (TWTR) | — | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-05 |
| FEYE | FireEye, Inc. | — | 2 | 1 / 1 | $16,001 | 2020-05 → 2020-05 |
| SERV | ServiceMaster global Holdings, Inc. (SE… | Industrials | 6 | 5 / 1 | $48,003 | 2019-02 → 2020-05 |
| GLIBA | gCI Liberty, Inc. - Class A (gLIBA) | — | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-04 |
| LBDAV | Liberty Broadband Corporation - Class A… | — | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| LSXMK | Liberty Media Corporation - Series C Li… | — | 6 | 3 / 3 | $48,003 | 2019-01 → 2020-04 |
| AMP | Ameriprise Financial, Inc. Common Stock… | Capital Markets | 5 | 4 / 1 | $40,003 | 2019-09 → 2020-04 |
| NXST | Nexstar Media group, Inc. - Class A (NX… | Telecommunications | 8 | 4 / 4 | $64,004 | 2019-09 → 2020-04 |
| BYD | Boyd gaming Corporation (BYD) | — | 3 | 2 / 1 | $24,002 | 2019-12 → 2020-03 |
| QSR | Restaurant Brands International | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2020-01 → 2020-03 |
| RP | RealPage, Inc. (RP) | — | 2 | 1 / 1 | $16,001 | 2020-01 → 2020-03 |
| COO | The Cooper Companies, Inc. (COO) | Medical Devices | 5 | 4 / 1 | $40,003 | 2019-01 → 2020-02 |
| MTN | Vail Resorts, Inc. Common Stock (MTN) | — | 3 | 1 / 2 | $24,002 | 2019-01 → 2020-02 |
| UNVR | Univar Solutions Inc. (UNVR) | — | 2 | 1 / 1 | $16,001 | 2019-11 → 2020-02 |
| ENV | Envestnet, Inc (ENV) | — | 3 | 1 / 2 | $24,002 | 2020-01 → 2020-02 |
| WAB | Wabtec Corp | Industrials | 3 | 2 / 1 | $24,002 | 2019-11 → 2020-02 |
| DNKN | Dunkin' Brands Group, Inc. | — | 2 | 1 / 1 | $16,001 | 2019-10 → 2020-02 |
| TRGP | Targa Resources, Inc. Common Stock (TRG… | Utilities | 6 | 3 / 3 | $48,003 | 2019-02 → 2020-01 |
| KEY | KeyCorp Common Stock (KEY) | Banking | 4 | 2 / 2 | $32,002 | 2019-11 → 2020-01 |
| FHN | First Horizon Corporation (FHN) | Banking | 3 | 2 / 1 | $24,002 | 2019-11 → 2020-01 |
| IHS | IHS Inc. IHS Inc. Class a (IHS) | — | 1 | 0 / 1 | $8,001 | 2019-12 → 2019-12 |
| CWST | Casella Waste Systems, Inc. - Class A C… | — | 2 | 1 / 1 | $16,001 | 2019-09 → 2019-12 |
| FND | Floor & Decor Holdings, Inc. (FND) | — | 2 | 2 / 0 | $16,001 | 2019-11 → 2019-11 |
| SIVB | SVB Financial Group - Common Stock | — | 5 | 3 / 2 | $40,003 | 2019-09 → 2019-11 |
| ANET | Arista Networks, Inc. Common Stock (ANE… | Technology Hardware | 2 | 1 / 1 | $16,001 | 2019-09 → 2019-11 |
| SIX | Six Flags Entertainment Corporation New… | — | 6 | 3 / 3 | $48,003 | 2019-02 → 2019-10 |
| CLR | Continental Resources, Inc. | — | 2 | 1 / 1 | $16,001 | 2019-09 → 2019-10 |
| FANG | Diamondback Energy, Inc. - Common Stock… | Oil & Gas | 2 | 1 / 1 | $16,001 | 2019-09 → 2019-10 |
| CLX | Clorox Company (CLX) | Chemicals | 2 | 1 / 1 | $16,001 | 2019-10 → 2019-10 |
| CRL | Charles River Laboratories Internationa… | Business Services | 3 | 1 / 2 | $24,002 | 2019-08 → 2019-10 |
| JLL | Jones Lang LaSalle Incorporated Common … | Real Estate | 2 | 1 / 1 | $16,001 | 2019-09 → 2019-10 |
| ERI | Eldorado Resorts, Inc. (ERI) | — | 3 | 2 / 1 | $24,002 | 2019-02 → 2019-10 |
| AMTD | Td Ameritrade Holding Corporation (AMTd) | Banking | 7 | 4 / 3 | $56,004 | 2019-01 → 2019-10 |
| URI | United Rentals, Inc. Common Stock (URI) | Business Services | 2 | 1 / 1 | $16,001 | 2019-07 → 2019-09 |
| ATR | AptarGroup, Inc. Common Stock (ATR) | Materials | 3 | 0 / 3 | $24,002 | 2019-07 → 2019-09 |
| WCN | Waste Connections, Inc. Common Shares (… | Utilities | 4 | 1 / 3 | $32,002 | 2019-01 → 2019-09 |
| XEL | Xcel Energy Inc. (XEL) | Utilities | 8 | 2 / 6 | $64,004 | 2019-01 → 2019-09 |
| MGP | MgM growth Properties LLC Class a commo… | — | 3 | 2 / 1 | $24,002 | 2019-02 → 2019-08 |
| KAR | KaR auction Services, Inc (KaR) | — | 3 | 1 / 2 | $24,002 | 2019-01 → 2019-08 |
| COT | Cott Corporation (CoT) | — | 2 | 1 / 1 | $16,001 | 2019-03 → 2019-08 |
| STAY | Extended Stay America, Inc. - Paired Sh… | — | 1 | 0 / 1 | $8,001 | 2019-08 → 2019-08 |
| IAA | IAA, Inc. (IAA) | — | 1 | 0 / 1 | $8,001 | 2019-08 → 2019-08 |
| RHP | Ryman Hospitality Properties, Inc. (RHP) | Investment Funds | 1 | 1 / 0 | $8,001 | 2019-08 → 2019-08 |
| PTC | PTC Inc. - Common Stock (PTC) | Software & IT Services | 1 | 0 / 1 | $8,001 | 2019-07 → 2019-07 |
| NRG | NRG Energy | — | 2 | 1 / 1 | $16,001 | 2019-03 → 2019-07 |
| VST | Vistra Corp. Common Stock (VST) | Utilities | 3 | 2 / 1 | $24,002 | 2019-04 → 2019-07 |
| LNG | Cheniere Energy, Inc. Common Stock (LNG) | Utilities | 4 | 1 / 3 | $32,002 | 2019-02 → 2019-07 |
| HLT | Hilton Worldwide Holdings Inc. Common S… | Consumer Services | 2 | 0 / 2 | $16,001 | 2019-06 → 2019-07 |
| CTAS | Cintas Corporation - Common Stock | Consumer Goods | 2 | 0 / 2 | $16,001 | 2019-06 → 2019-07 |
| FDC | First Data Corporation | — | 2 | 2 / 0 | $16,001 | 2019-03 → 2019-06 |
| TSS | Total System Services, Inc. (TSS) | — | 2 | 1 / 1 | $16,001 | 2019-03 → 2019-06 |
| GWW | W.W. Grainger | Wholesale | 3 | 1 / 2 | $24,002 | 2019-03 → 2019-05 |
| WCG | Wellcare Health Plans, Inc. (WCG) | — | 2 | 0 / 2 | $16,001 | 2019-05 → 2019-05 |
| TDG | Transdigm Group Incorporated Common Sto… | Defense & Aerospace | 5 | 0 / 5 | $40,003 | 2019-01 → 2019-05 |
| NSC | Norfolk Southern Corp | Transportation | 1 | 0 / 1 | $8,001 | 2019-05 → 2019-05 |
| CTXS | Citrix Systems, Inc. | — | 3 | 1 / 2 | $24,002 | 2019-01 → 2019-04 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| VRSN | VeriSign, Inc. - Common Stock (VRSN) | Software & IT Services | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 2 | 1 / 1 | $16,001 | 2019-01 → 2019-04 |
| ADSW | advanced Disposal Services, Inc. (aDSW) | — | 2 | 1 / 1 | $16,001 | 2019-04 → 2019-04 |
| PGR | Progressive Corp | Insurance | 2 | 0 / 2 | $16,001 | 2019-03 → 2019-03 |
| HRS | Harris Corporation | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| LLL | L3 Technologies, Inc. (LLL) | — | 1 | 1 / 0 | $8,001 | 2019-03 → 2019-03 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 3 | 0 / 3 | $24,002 | 2019-03 → 2019-03 |
| WP | Worldpay, Inc. Class a (WP) | — | 2 | 0 / 2 | $16,001 | 2019-03 → 2019-03 |
| EW | Edwards Lifesciences Corporation Common… | Medical Devices | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| EYE | National Vision Holdings, Inc. (EYE) | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| DHR | Danaher Corp | Medical Devices | 3 | 2 / 1 | $24,002 | 2019-01 → 2019-03 |
| CTL | CenturyLink, Inc. (CTL) | — | 3 | 2 / 1 | $24,002 | 2019-02 → 2019-03 |
| BAX | Baxter International Inc. Common Stock … | Medical Devices | 1 | 0 / 1 | $8,001 | 2019-02 → 2019-02 |
| CPRT | Copart, Inc. - Common Stock | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2019-02 → 2019-02 |
| MPC | Marathon Petroleum Corporation Common S… | Oil & Gas | 1 | 0 / 1 | $8,001 | 2019-02 → 2019-02 |
| RMD | ResMed Inc. Common Stock | Medical Devices | 1 | 0 / 1 | $8,001 | 2019-02 → 2019-02 |
| MSG | The Madison Square garden Company Class… | — | 1 | 0 / 1 | $8,001 | 2019-02 → 2019-02 |
| HFC | HollyFrontier Corporation (HFC) | — | 1 | 0 / 1 | $8,001 | 2019-02 → 2019-02 |
| RTN | Raytheon Company | — | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| THG | Hanover Insurance Group Inc (THG) | — | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| MKC | McCormick & Company, Incorporated Commo… | Food & Beverage | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| NTRS | Northern Trust Corporation - Common Sto… | Banking | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| STI | SunTrust banks, Inc. (STI) | Technology Hardware | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| BP | BP p.l.c. Common Stock (BP) | Oil & Gas | 1 | 0 / 1 | $32,501 | 2019-01 → 2019-01 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | +31.3% | 14 | $2,110,007 |
| 2023 | +0.6% | 9 | $145,505 |
| 2022 | 0.0% | 45 | $458,023 |
| 2021 | -3.1% | 185 | $1,529,093 |
| 2020 | -2.6% | 236 | $1,912,618 |
| 2019 | -1.2% | 338 | $2,728,669 |
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 |
|---|---|---|---|---|---|---|
| 2026-07-01 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $1,001 – $15,000 | self | record |
| 2026-06-01 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $1,001 – $15,000 | self | record |
| 2026-04-21 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $1,001 – $15,000 | self | record |
| 2025-07-23 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $500,001 – $1,000,000 | self | record |
| 2025-06-13 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $500,001 – $1,000,000 | self | record |
| 2025-06-13 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $250,001 – $500,000 | self | record |
| 2025-03-28 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $1,001 – $15,000 | self | record |
| 2025-03-20 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $15,001 – $50,000 | self | record |
| 2025-03-14 | WYNN | Wynn Resorts, Limited - Common Stock (WYNN) | sell | $1,001 – $15,000 | self | record |
| 2025-03-14 | TNC | Tennant Company Common Stock (TNC) | sell | $1,001 – $15,000 | self | record |
| 2025-03-14 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $15,001 – $50,000 | self | record |
| 2025-03-14 | SONY | Sony Group Corporation American Depositary Shares (SONY) | sell | $1,001 – $15,000 | self | record |
| 2025-03-14 | MGM | MGM Resorts International Common Stock (MGM) | sell | $1,001 – $15,000 | self | record |
| 2025-03-14 | MAR | Marriott International - Class A Common Stock (MAR) | sell | $1,001 – $15,000 | self | record |
| 2025-03-14 | GDEN | Golden Entertainment, Inc. - Common Stock (GDEN) | sell | $1,001 – $15,000 | self | record |
| 2025-03-14 | CNTY | Century Casinos, Inc. - Common Stock (CNTY) | sell | $1,001 – $15,000 | self | record |
| 2025-03-14 | CCL | Carnival Corporation Common Stock (CCL) | sell | $1,001 – $15,000 | self | record |
| 2025-03-12 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $15,001 – $50,000 | self | record |
| 2025-02-24 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $15,001 – $50,000 | self | record |
| 2025-02-21 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $15,001 – $50,000 | self | record |
| 2025-02-13 | FLL | Full House Resorts, Inc. - Common Stock (FLL) | sell | $15,001 – $50,000 | self | record |
| 2024-05-10 | RNMBY | RHEINMETALL AG UNSP/ADR (RNMBY) | buy | $1,001 – $15,000 | child | record |
| 2023-09-13 | RCL | Royal Caribbean Cruises Ltd. (RCL) | sell | $1,001 – $15,000 | joint | record |
| 2023-05-09 | ON | ON Semiconductor Corporation (ON) | sell | $1,001 – $15,000 | joint | record |
| 2023-05-09 | NDAQ | Nasdaq, Inc. (NDAQ) | sell | $1,001 – $15,000 | joint | record |
| 2023-05-09 | MSI | Motorola Solutions, Inc. (MSI) | sell | $15,001 – $50,000 | joint | record |
| 2023-05-09 | KEYS | Keysight Technologies Inc. (KEYS) | sell | $1,001 – $15,000 | joint | record |
| 2023-05-09 | IQV | IQVIA Holdings, Inc. (IQV) | sell | $1,001 – $15,000 | joint | record |
| 2023-05-09 | IT | Gartner, Inc. (IT) | sell | $1,001 – $15,000 | joint | record |
| 2023-05-09 | AQUA | Evoqua Water Technologies Corp. (AQUA) | sell | $15,001 – $50,000 | joint | record |
| 2023-04-20 | LPLA | LPL Financial Holdings Inc. (LPLA) | sell | $15,001 – $50,000 | joint | record |
| 2023-04-20 | IQV | IQVIA Holdings, Inc. (IQV) | sell | $1,001 – $15,000 | joint | record |
| 2023-04-20 | AJG | Arthur J. Gallagher & Co. (AJG) | sell | $15,001 – $50,000 | joint | record |
| 2022-11-30 | — | Zebra Technologies Corporation - | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | XYL | Xylem Inc. Common Stock New (XYL) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | WCC | WESCO International, Inc. (WCC) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | VICI | VICI Properties Inc. (VICI) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | VRT | Vertiv Holdings, LLC Class A (VRT) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | VRSK | Verisk Analytics, Inc. (VRSK) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | USFD | US Foods Holding Corp. (USFD) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | TRU | TransUnion (TRU) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | GT | The Goodyear Tire & Rubber Company (GT) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | AZEK | The AZEK Company Inc. Class A (AZEK) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | TFX | Teleflex Incorporated (TFX) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | TDY | Teledyne Technologies Incorporated (TDY) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | SYNH | Syneos Health, Inc. - Class A (SYNH) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | SWK | Stanley Black & Decker, Inc. (SWK) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | SSNC | SS&C Technologies Holdings, Inc. (SSNC) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | FOUR | Shift4 Payments, Inc. Class A (FOUR) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | SCI | Service Corporation International (SCI) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | SMG | Scotts Miracle-Gro Company (SMG) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | REZI | Resideo Technologies, Inc. (REZI) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | RSG | Republic Services, Inc. (RSG) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | QRVO | Qorvo, Inc. (QRVO) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | PLNT | Planet Fitness, Inc. (PLNT) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | PFGC | Performance Food Group Company (PFGC) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | PANW | Palo Alto Networks, Inc. (PANW) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | TAP | Molson Coors Beverage Company Class B (TAP) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | MAT | Mattel, Inc. (MAT) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | MRVL | Marvell Technology, Inc. (MRVL) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | LKQ | LKQ Corporation (LKQ) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | LYV | Live Nation Entertainment, Inc. (LYV) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | LESL | Leslie's, Inc. (LESL) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | HOLX | Hologic, Inc. (HOLX) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | HCA | HCA Healthcare, Inc. (HCA) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | GPN | Global Payments Inc. (GPN) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | GFL | GFL Environmental Inc. Subordinate voting shares, no par value (GFL) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | ENTG | Entegris, Inc. (ENTG) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | ESI | Element Solutions Inc. (ESI) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | ELAN | Elanco Animal Health Incorporated (ELAN) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | DSEY | Diversey Holdings, Ltd. - Ordinary Shares (DSEY) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | DFS | Discover Financial Services (DFS) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | CWK | Cushman & Wakefield plc Ordinary Shares (CWK) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | CCK | Crown Holdings, Inc. (CCK) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | CLVT | Clarivate Plc Ordinary Shares (CLVT) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | CHDN | Churchill Downs, Incorporated (CHDN) | sell | $15,001 – $50,000 | joint | record |
| 2022-11-30 | CHX | ChampionX Corporation (CHX) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | CDW | CDW Corporation (CDW) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | CTLT | Catalent, Inc. (CTLT) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | CZR | Caesars Entertainment, Inc. (CZR) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | BLDR | Builders FirstSource, Inc. (BLDR) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | BRO | Brown & Brown, Inc. (BRO) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | BR | Broadridge Financial Solutions, Inc. (BR) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | BFAM | Bright Horizons Family Solutions Inc. (BFAM) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | BAH | Booz Allen Hamilton Holding Corporation (BAH) | sell | $15,001 – $50,000 | joint | record |
| 2022-11-30 | BKI | Black Knight, Inc. (BKI) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | BIO | Bio-Rad Laboratories, Inc. Class A (BIO) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | BERY | Berry Global Group, Inc. (BERY) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | BBWI | Bath & Body Works, Inc. (BBWI) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | BALL | Ball Corporation (BALL) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | AVTR | Avantor, Inc. (AVTR) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | APTV | Aptiv PLC Ordinary Shares (APTV) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | AME | AMETEK, Inc. (AME) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | AWK | American Water Works Company, Inc. (AWK) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | ALLY | Ally Financial Inc. (ALLY) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | AHCO | AdaptHealth Corp. (AHCO) | sell | $1,001 – $15,000 | joint | record |
| 2022-11-30 | ACHC | Acadia Healthcare Company, Inc. (ACHC) | sell | $1,001 – $15,000 | joint | record |
| 2022-10-27 | JOE | St. Joe Company (JOE) | sell | $1,001 – $15,000 | joint | record |
| 2022-10-27 | KBH | KB Home (KBH) | sell | $1,001 – $15,000 | joint | record |
| 2022-05-12 | FLL | Full House Resorts, Inc. (FLL) | buy | $1,001 – $15,000 | joint | record |
| 2022-05-12 | FLL | Full House Resorts, Inc. (FLL) | buy | $1,001 – $15,000 | child | record |
| 2022-02-01 | — | Atlantic Richfield CO Bond, Maturity 2/1/22, Fixed Coupon Moodys A1 S&P A- Semiannually CuSIP 048825BA0 | sell | $15,001 – $50,000 | self | record |
| 2022-01-27 | WYNN | Wynn Resorts, Limited (WYNN) | buy | $15,001 – $50,000 | child | record |
| 2022-01-27 | WYNN | Wynn Resorts, Limited (WYNN) | buy | $15,001 – $50,000 | spouse | record |
| 2022-01-27 | BAC | Bank of America Corporation (BAC) | sell | $1,001 – $15,000 | joint | record |
| 2021-10-14 | RXT | Rackspace Technology, Inc. (RXT) | sell | $1,001 – $15,000 | joint | record |
| 2021-10-13 | HHC | Howard Hughes Corporation (HHC) | sell | $1,001 – $15,000 | joint | record |
| 2021-10-06 | COMM | CommScope Holding Company, Inc. (COMM) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-30 | ZBH | Zimmer Biomet Holdings, Inc. (ZBH) | sell | $15,001 – $50,000 | joint | record |
| 2021-09-30 | SYF | Synchrony Financial (SYF) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-30 | HOLX | Hologic, Inc. (HOLX) | buy | $1,001 – $15,000 | joint | record |
| 2021-09-28 | GCGMF | great Canadian gaming Corp Ordinary Shares (gCgMF) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-24 | SYNH | Syneos Health, Inc. - Class A (SYNH) | buy | $1,001 – $15,000 | joint | record |
| 2021-09-24 | FOUR | Shift4 Payments, Inc. Class A (FOUR) | buy | $1,001 – $15,000 | joint | record |
| 2021-09-24 | LDOS | Leidos Holdings, Inc. (LDOS) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-24 | AQUA | Evoqua Water Technologies Corp. (AQUA) | buy | $1,001 – $15,000 | joint | record |
| 2021-09-24 | ESI | Element Solutions Inc. (ESI) | buy | $1,001 – $15,000 | joint | record |
| 2021-09-24 | CARR | Carrier global Corporation (CARR) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-24 | BAH | Booz Allen Hamilton Holding Corporation (BAH) | buy | $1,001 – $15,000 | joint | record |
| 2021-09-15 | RLGY | Realogy Holdings Corp. (RLgY) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-15 | AVYA | Avaya Holdings Corp. (AVYA) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-14 | RLGY | Realogy Holdings Corp. (RLgY) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-14 | GDDY | goDaddy Inc. Class A (gDDY) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-14 | AVYA | Avaya Holdings Corp. (AVYA) | sell | $1,001 – $15,000 | joint | record |
| 2021-08-20 | VSCO | Victorias Secret & Co. (VSCO) | sell | $1,001 – $15,000 | joint | record |
| 2021-08-20 | FOUR | Shift4 Payments, Inc. Class A (FOUR) | buy | $1,001 – $15,000 | joint | record |
| 2021-08-20 | ON | ON Semiconductor Corporation (ON) | buy | $1,001 – $15,000 | joint | record |
| 2021-08-20 | CHDN | Churchill Downs, Incorporated (CHDN) | buy | $1,001 – $15,000 | joint | record |
| 2021-08-20 | BFAM | Bright Horizons Family Solutions Inc. (BFAM) | buy | $1,001 – $15,000 | joint | record |
| 2021-08-20 | BAH | Booz Allen Hamilton Holding Corporation (BAH) | buy | $1,001 – $15,000 | joint | record |
| 2021-08-20 | BKI | Black Knight, Inc. (BKI) | buy | $1,001 – $15,000 | joint | record |
| 2021-08-17 | RLGY | Realogy Holdings Corp. (RLgY) | sell | $1,001 – $15,000 | joint | record |
| 2021-08-17 | DELL | Dell Technologies Inc. Class C (DELL) | sell | $1,001 – $15,000 | joint | record |
| 2021-08-17 | CARR | Carrier global Corporation (CARR) | sell | $1,001 – $15,000 | joint | record |
| 2021-08-17 | BLDR | Builders FirstSource, Inc. (BLDR) | sell | $1,001 – $15,000 | joint | record |
| 2021-08-06 | LYV | Live Nation Entertainment, Inc. (LYV) | sell | $1,001 – $15,000 | joint | record |
| 2021-07-27 | XPO | XPO Logistics, Inc. (XPO) | sell | $1,001 – $15,000 | joint | record |
| 2021-07-14 | NLOK | NortonLifeLock Inc. (NLOK) | sell | $1,001 – $15,000 | joint | record |
| 2021-07-13 | UAA | Under Armour, Inc. Class A (UAA) | sell | $1,001 – $15,000 | joint | record |
| 2021-07-13 | PLNT | Planet Fitness, Inc. (PLNT) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-13 | LYV | Live Nation Entertainment, Inc. (LYV) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-13 | LTD | L Brands, Inc. (LTD) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-13 | CHDN | Churchill Downs, Incorporated (CHDN) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-13 | CZR | Caesars Entertainment, Inc. (CZR) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-13 | BLL | Ball Corporation (BLL) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-07 | LYV | Live Nation Entertainment, Inc. (LYV) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-07 | CCK | Crown Holdings, Inc. (CCK) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-07 | STZ | Constellation Brands, Inc. (STZ) | sell | $1,001 – $15,000 | joint | record |
| 2021-07-07 | CHDN | Churchill Downs, Incorporated (CHDN) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-07 | KMX | CarMax Inc (KMX) | sell | $1,001 – $15,000 | joint | record |
| 2021-07-07 | BLL | Ball Corporation (BLL) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-28 | ZBH | Zimmer Biomet Holdings, Inc. (ZBH) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-28 | TNL | Travel Leisure Co. Common Stock (TNL) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-28 | TFX | Teleflex Incorporated (TFX) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-28 | SYF | Synchrony Financial (SYF) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-28 | SWK | Stanley Black & Decker, Inc. (SWK) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-28 | CWK | Cushman & Wakefield plc Ordinary Shares (CWK) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-28 | COMM | CommScope Holding Company, Inc. (COMM) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-28 | CHDN | Churchill Downs, Incorporated (CHDN) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-28 | CARR | Carrier global Corporation (CARR) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-28 | CZR | Caesars Entertainment, Inc. (CZR) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-23 | VNT | Vontier Corporation (VNT) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-23 | VICI | VICI Properties Inc. (VICI) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-23 | STOR | STORE Capital Corporation (STOR) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-23 | SWK | Stanley Black & Decker, Inc. (SWK) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-23 | MAS | Masco Corporation (MAS) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-23 | LTD | L Brands, Inc. (LTD) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-23 | GDDY | goDaddy Inc. Class A (gDDY) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-23 | CWK | Cushman & Wakefield plc Ordinary Shares (CWK) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-23 | CARR | Carrier global Corporation (CARR) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-23 | CZR | Caesars Entertainment, Inc. (CZR) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-23 | BKI | Black Knight, Inc. (BKI) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-23 | BLL | Ball Corporation (BLL) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-23 | BHI | Baker Hughes Incorporated (BHI) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-21 | VNT | Vontier Corporation (VNT) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-21 | VICI | VICI Properties Inc. (VICI) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-21 | REZI | Resideo Technologies, Inc. (REZI) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-21 | LITE | Lumentum Holdings Inc. (LITE) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-21 | LEA | Lear Corporation (LEA) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-21 | ELAN | Elanco Animal Health Incorporated (ELAN) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-21 | DPZ | Domino's Pizza Inc (DPZ) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-21 | CWK | Cushman & Wakefield plc Ordinary Shares (CWK) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-21 | CCC | Clarivate Plc Ordinary Shares (CCC) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-21 | AJG | Arthur J. gallagher & Co. (AJg) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-17 | VICI | VICI Properties Inc. (VICI) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-17 | TTEK | Tetra Tech, Inc. (TTEK) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-17 | REZI | Resideo Technologies, Inc. (REZI) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-17 | PHM | Pultegroup, Inc. (PHM) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-17 | MSCI | MSCI Inc (MSCI) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-17 | DPZ | Domino's Pizza Inc (DPZ) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-17 | CWK | Cushman & Wakefield plc Ordinary Shares (CWK) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-17 | BKI | Black Knight, Inc. (BKI) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-17 | AMRC | Ameresco, Inc. Class A (AMRC) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-15 | LPLA | LPL Financial Holdings Inc. (LPLA) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-15 | LKQ | LKQ Corporation (LKQ) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-15 | HCA | HCA Healthcare, Inc. (HCA) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-15 | ALYF | Ally Financial Inc. (ALYF) | buy | $1,001 – $15,000 | joint | record |
| 2021-06-15 | ALLY | 2000081228 JT Ally Financial Inc. (ALLY) | buy | $1,001 – $15,000 | self | record |
| 2021-06-10 | WHR | Whirlpool Corporation (WHR) | sell | $1,001 – $15,000 | joint | record |
| 2021-06-10 | WRK | Westrock Company (WRK) | sell | $1,001 – $15,000 | joint | record |