Lisa C. McClain Republican · MI-9
House of Representatives · in office · serving since 2021 · born April 7, 1966
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
1,433
across 7 filings
Securities traded
435
1 active in 6 months
Disclosed range total
$2,875,433
sum of filed minimums
In plain language
Of 1,433 disclosed trades, 2 were flagged by the site's published rules — 0.1%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 2 · shutdown/lame duck
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 |
|---|---|---|---|
| MI-9 | 118th–119th | 2023–2027 | district renumbered from 10 |
| MI-10 | 117th | 2021–2023 | 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 Education and Workforce | Member | 10 | majority | record |
| House Committee on Financial Services | Member | 26 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Armed Services | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Education and Workforce | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Oversight and Government Reform | Member | 2023-02 → 2024-11 |
| 118th | House Committee on the Budget | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Armed Services | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Education and Workforce | Member | 2021-03 → 2022-11 |
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
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| BBAI | BigBear.ai, Inc. Common Stock (BBAI) | — | 2 | 3 / 0 | $40,501 | 2026-02-06 |
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 |
|---|---|---|---|---|---|---|
| AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors | 7 | 4 / 3 | $105,004 | 2024-03 → 2025-10 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 12 | 8 / 4 | $595,006 | 2024-03 → 2025-10 |
| TSM | Taiwan Semiconductor Manufacturing Comp… | Semiconductors | 11 | 6 / 5 | $438,006 | 2024-03 → 2025-10 |
| PLTR | Palantir Technologies Inc. - Class A Co… | Software & IT Services | 8 | 5 / 3 | $347,004 | 2024-06 → 2025-10 |
| ASML | ASML Holding N.V. - New York Registry S… | Industrials | 9 | 4 / 5 | $72,005 | 2024-06 → 2025-10 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 8 | 5 / 3 | $88,504 | 2024-11 → 2025-10 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 5 | 3 / 2 | $40,003 | 2024-12 → 2025-10 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 9 | 5 / 4 | $145,505 | 2024-12 → 2025-10 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 5 | 2 / 3 | $40,003 | 2024-12 → 2025-10 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 7 | 3 / 4 | $56,004 | 2024-12 → 2025-10 |
| ECL | Ecolab Inc | Chemicals | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-10 |
| GS | Goldman Sachs Group | Capital Markets | 5 | 2 / 3 | $40,003 | 2024-12 → 2025-10 |
| HWM | Howmet Aerospace Inc | Mining & Metals | 5 | 2 / 3 | $40,003 | 2024-12 → 2025-10 |
| META | Meta Platforms Inc | Software & IT Services | 7 | 4 / 3 | $56,004 | 2024-12 → 2025-10 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 8 | 4 / 4 | $162,004 | 2024-12 → 2025-10 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-10 |
| ORLY | O'Reilly Automotive, Inc. - Common Stoc… | Retail & Consumer | 5 | 2 / 3 | $40,003 | 2024-12 → 2025-10 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 6 | 3 / 3 | $48,003 | 2024-12 → 2025-10 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 6 | 3 / 3 | $48,003 | 2024-12 → 2025-10 |
| V | Visa Inc. (V) | Business Services | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-10 |
| DELL | Dell Technologies Inc | Technology Hardware | 5 | 2 / 3 | $40,003 | 2025-01 → 2025-10 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 7 | 4 / 3 | $56,004 | 2025-01 → 2025-10 |
| UBER | Uber Technologies, Inc. Common Stock (U… | Business Services | 4 | 2 / 2 | $32,002 | 2025-02 → 2025-10 |
| SYY | Sysco Corporation Common Stock (SYY) | Wholesale | 4 | 2 / 2 | $32,002 | 2025-03 → 2025-10 |
| VRT | Vertiv Holdings, LLC Class A Common Sto… | Semiconductors | 5 | 2 / 3 | $40,003 | 2025-03 → 2025-10 |
| BABA | Alibaba Group Holding Limited American … | Business Services | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| AZN | AstraZeneca PLC - American Depositary S… | Pharmaceuticals & Biotech | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| GTY | Getty Realty Corporation Common Stock (… | Real Estate | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| HDB | HDFC Bank Limited Common Stock (HDB) | Banking | 11 | 6 / 5 | $88,006 | 2025-06 → 2025-10 |
| ILMN | Illumina, Inc. - Common Stock (ILMN) | Medical Devices | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 7 | 4 / 3 | $56,004 | 2025-06 → 2025-10 |
| NVS | Novartis Ag ADR | Pharmaceuticals & Biotech | 10 | 5 / 5 | $80,005 | 2025-06 → 2025-10 |
| NVO | Novo Nordisk A/S Common Stock | Pharmaceuticals & Biotech | 7 | 3 / 4 | $56,004 | 2025-06 → 2025-10 |
| PDD | PDD Holdings Inc. - American Depositary… | Business Services | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| SAP | SAP SE ADS (SAP) | Software & IT Services | 11 | 5 / 6 | $88,006 | 2025-06 → 2025-10 |
| WYNN | Wynn Resorts, Limited - Common Stock (W… | Consumer Services | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 5 | 2 / 3 | $40,003 | 2025-06 → 2025-10 |
| BHP | BHP Group Limited American Depositary S… | Mining & Metals | 8 | 4 / 4 | $64,004 | 2025-06 → 2025-10 |
| BCO | Brinks Company (BCO) | — | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| BWXT | BWX Technologies, Inc. Common Stock (BW… | Industrials | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| CASY | Caseys General Stores, Inc. - Common St… | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| CNM | Core & Main, Inc. Class A Common Stock … | Wholesale | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| FIVE | Five Below, Inc. - Common Stock (FIVE) | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| KRG | Kite Realty Group Trust Common Stock (K… | Investment Funds | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| LPX | Louisiana-Pacific Corporation Common St… | Materials | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| MGY | Magnolia Oil & Gas Corporation Class A … | Oil & Gas | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| MTZ | Mastec Inc | Construction | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| RGEN | Repligen Corporation - Common Stock (RG… | Pharmaceuticals & Biotech | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| SAIC | Science Applications International Corp… | Software & IT Services | 5 | 3 / 2 | $40,003 | 2025-06 → 2025-10 |
| SFM | Sprouts Farmers Market, Inc. - Common S… | Retail & Consumer | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| UTHR | United Therapeutics Corporation - Commo… | — | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| UNM | Unum Group Common Stock (UNM) | Insurance | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| ALLE | Allegion plc Ordinary Shares (ALLE) | Business Services | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| AXP | American Express Company | Banking | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| BAC | Bank of America Corp | Banking | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| BCS | Barclays PLC Common Stock (BCS) | Banking | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| CIEN | Ciena Corporation (CIEN) | Electronics | 5 | 2 / 3 | $40,003 | 2025-06 → 2025-10 |
| COHR | Coherent Corp | Medical Devices | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| DHI | D.R. Horton, Inc. Common Stock (DHI) | Construction | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| SRE | DBA Sempra Common Stock (SRE) | Utilities | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| DAL | Delta Air Lines, Inc. Common Stock (DAL) | Transportation | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| DKS | Dick's Sporting Goods Inc Common Stock … | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| DUK | Duke Energy Corp | Utilities | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| EME | EMCOR Group, Inc. Common Stock (EME) | Construction | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| EXC | Exelon Corporation (EXC) | Utilities | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| GSK | GSK plc American Depositary Shares (GSK) | Pharmaceuticals & Biotech | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| HAS | Hasbro, Inc. - Common Stock (HAS) | Consumer Goods | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| HPE | Hewlett Packard Enterprise Company Comm… | Technology Hardware | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| HOMB | Home BancShares, Inc. Common Stock (HOM… | Banking | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| ITW | Illinois Tool Works Inc | Industrials | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| ITT | ITT Inc. Common Stock (ITT) | Industrials | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| JD | JD.com, Inc. - American Depositary Shar… | Retail & Consumer | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| L | Loews Corporation Common Stock (L) | Insurance | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| NTRS | Northern Trust Corporation - Common Sto… | Banking | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| NCLH | Norwegian Cruise Line Holdings Ltd. Ord… | Transportation | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| PII | Polaris Inc. Common Stock | Industrials | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| PFG | Principal Financial Group Inc (PFG) | Insurance | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| PSTG | Pure Storage, Inc. Class A Common Stock… | — | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| RF | Regions Financial Corp | Banking | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| ROIV | Roivant Sciences Ltd. - Common Shares (… | — | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| SBCF | Seacoast Banking Corporation of Florida… | Banking | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| SONY | Sony Group Corporation American Deposit… | Electronics | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| SR | Spire Inc. Common Stock (SR) | Utilities | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| SF | Stifel Financial Corporation Common Sto… | Capital Markets | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| TMHC | Taylor Morrison Home Corporation Common… | Construction | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| TER | Teradyne, Inc. - Common Stock | Medical Devices | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| BK | The Bank of New York Mellon Corporation… | — | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| TMUS | T-Mobile US, Inc. - Common Stock | Telecommunications | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| UE | Urban Edge Properties Common Shares of … | Real Estate | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| VST | Vistra Corp. Common Stock (VST) | Utilities | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| WSFS | WSFS Financial Corporation - Common Sto… | — | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| BP | BP p.l.c. Common Stock (BP) | Oil & Gas | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| CHRD | Chord Energy Corporation - Common Stock… | Oil & Gas | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| CLX | Clorox Company (CLX) | Chemicals | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| KO | Coca-Cola Company | Food & Beverage | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| COP | Conocophillips | Oil & Gas | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| CMI | Cummins Inc. Common Stock (CMI) | Industrials | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| XOM | Exxon Mobil Corp | Oil & Gas | 5 | 3 / 2 | $40,003 | 2025-06 → 2025-10 |
| HMC | Honda Motor Company, Ltd. Common Stock … | Automotive | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| HUM | Humana Inc. Common Stock (HUM) | Insurance | 5 | 3 / 2 | $40,003 | 2025-06 → 2025-10 |
| ING | ING Group, N.V. Common Stock (ING) | Banking | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| PEP | Pepsico Inc | Food & Beverage | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| RBA | RB Global, Inc. Common Stock (RBA) | Business Services | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| RIO | Rio Tinto Plc Common Stock (RIO) | Mining & Metals | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| SGI | Somnigroup International Inc. Common St… | Materials | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| SJM | The J.M. Smucker Company Common Stock (… | Food & Beverage | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| TCOM | Trip.com Group Limited - American Depos… | Business Services | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| VALE | VALE S.A. American Depositary Shares Ea… | Mining & Metals | 3 | 2 / 1 | $24,002 | 2025-06 → 2025-10 |
| PWR | Quanta Services, Inc. Common Stock (PWR) | Construction | 4 | 2 / 2 | $32,002 | 2025-07 → 2025-10 |
| ALEX | Alexander & Baldwin, Inc. Common Stock … | — | 4 | 2 / 2 | $32,002 | 2025-07 → 2025-10 |
| DRI | Darden Restaurants, Inc. Common Stock (… | Retail & Consumer | 6 | 3 / 3 | $48,003 | 2025-07 → 2025-10 |
| IT | Gartner, Inc. Common Stock (IT) | Business Services | 6 | 3 / 3 | $48,003 | 2025-07 → 2025-10 |
| SLB | Schlumberger N.V. | Oil & Gas | 6 | 3 / 3 | $48,003 | 2025-07 → 2025-10 |
| WRB | W.R. Berkley Corporation Common Stock (… | Insurance | 4 | 2 / 2 | $32,002 | 2025-07 → 2025-10 |
| BAX | Baxter International Inc. Common Stock … | Medical Devices | 6 | 3 / 3 | $48,003 | 2025-07 → 2025-10 |
| EHC | Encompass Health Corporation Common Sto… | Healthcare Services | 4 | 2 / 2 | $32,002 | 2025-07 → 2025-10 |
| AVB | AvalonBay Communities, Inc. Common Stoc… | Investment Funds | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) | Insurance | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) | Materials | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| IEX | IDEX Corporation Common Stock | Industrials | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| MKSI | MKS Inc. - Common Stock (MKSI) | Medical Devices | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| OTIS | Otis Worldwide Corp | Electronics | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| TXT | Textron Inc. Common Stock (TXT) | Other | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| AKAM | Akamai Technologies, Inc. - Common Stoc… | Business Services | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| APPF | AppFolio, Inc. - Class A Common Stock (… | Software & IT Services | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| BL | BlackLine, Inc. - Common Stock (BL) | Software & IT Services | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| DDOG | Datadog, Inc. - Class A Common Stock (D… | Software & IT Services | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) | Technology Hardware | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| PFGC | Performance Food Group Company Common S… | Wholesale | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| ACIW | ACI Worldwide, Inc. - Common Stock (ACI… | Software & IT Services | 4 | 2 / 2 | $32,002 | 2025-08 → 2025-10 |
| QLYS | Qualys, Inc. - Common Stock | Software & IT Services | 4 | 2 / 2 | $32,002 | 2025-09 → 2025-10 |
| AMH | American Homes 4 Rent Common Shares of … | Investment Funds | 4 | 2 / 2 | $32,002 | 2025-09 → 2025-10 |
| WTRG | Essential Utilities, Inc. Common Stock … | Utilities | 4 | 2 / 2 | $32,002 | 2025-09 → 2025-10 |
| FMC | FMC Corporation Common Stock (FMC) | Chemicals | 4 | 2 / 2 | $32,002 | 2025-09 → 2025-10 |
| KVUE | Kenvue Inc. Common Stock (KVUE) | Chemicals | 4 | 2 / 2 | $32,002 | 2025-09 → 2025-10 |
| MGPI | MGP Ingredients, Inc. - Common Stock (M… | Wholesale | 4 | 2 / 2 | $32,002 | 2025-09 → 2025-10 |
| OPCH | Option Care Health, Inc. - Common Stock… | — | 4 | 2 / 2 | $32,002 | 2025-09 → 2025-10 |
| CACI | CACI International, Inc. Class A Common… | Software & IT Services | 3 | 1 / 2 | $24,002 | 2025-10 → 2025-10 |
| CEG | Constellation Energy Corp | Utilities | 3 | 1 / 2 | $24,002 | 2025-10 → 2025-10 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 3 | 1 / 2 | $24,002 | 2025-10 → 2025-10 |
| SATS | EchoStar Corporation - Common stock (SA… | — | 3 | 1 / 2 | $24,002 | 2025-10 → 2025-10 |
| FN | Fabrinet | Electronics | 3 | 1 / 2 | $24,002 | 2025-10 → 2025-10 |
| OSK | Oshkosh Corporation (OSK) | Automotive | 3 | 1 / 2 | $24,002 | 2025-10 → 2025-10 |
| SNDK | Sandisk Corporation - Common Stock When… | Technology Hardware | 3 | 1 / 2 | $24,002 | 2025-10 → 2025-10 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 8 | 4 / 4 | $64,004 | 2024-12 → 2025-10 |
| ANET | Arista Networks, Inc. Common Stock (ANE… | Technology Hardware | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-10 |
| SHEL | Royal Dutch Shell Plc ADR | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-10 |
| NTES | NetEase, Inc. - American Depositary Sha… | Software & IT Services | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-10 |
| HSBC | HSBC Holdings, plc. Common Stock (HSBC) | Banking | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-10 |
| H | Hyatt Hotels Corporation Class A Common… | Consumer Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-10 |
| IBKR | Interactive Brokers Group, Inc. - Class… | Capital Markets | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| LYG | Lloyds Banking Group Plc American Depos… | Banking | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-10 |
| TM | Toyota Motor Corporation Common Stock (… | Automotive | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| INGR | Ingredion Incorporated Common Stock (IN… | Food & Beverage | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-10 |
| BLK | Blackrock Inc | Capital Markets | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-10 |
| FLEX | Flex Ltd. - Ordinary Shares (FLEX) | Electronics | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-10 |
| ROL | Rollins, Inc. Common Stock (ROL) | Business Services | 2 | 1 / 1 | $16,001 | 2025-09 → 2025-10 |
| SNDR | Schneider National, Inc. Common Stock (… | Transportation | 2 | 1 / 1 | $16,001 | 2025-09 → 2025-10 |
| DT | Dynatrace, Inc. Common Stock (DT) | Software & IT Services | 7 | 3 / 4 | $56,004 | 2025-02 → 2025-09 |
| UL | Unilever Plc ADR | Chemicals | 6 | 3 / 3 | $48,003 | 2025-06 → 2025-09 |
| ADC | Agree Realty Corporation Common Stock (… | Investment Funds | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| BTI | British American Tobacco Industries, p.… | Food & Beverage | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| CHD | Church & Dwight Company, Inc. Common St… | Chemicals | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| RS | Reliance, Inc. Common Stock (RS) | Wholesale | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-09 |
| DEO | Diageo Plc ADR | Food & Beverage | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| DLB | Dolby Laboratories Common Stock (DLB) | — | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| HRL | Hormel Foods Corporation Common Stock (… | Food & Beverage | 4 | 2 / 2 | $32,002 | 2025-07 → 2025-09 |
| DHR | Danaher Corp | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-09 |
| MMSI | Merit Medical Systems, Inc. - Common St… | — | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-09 |
| APD | Air Products and Chemicals, Inc. Common… | Chemicals | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| BCC | Boise Cascade, L.L.C. Common Stock (BCC) | Wholesale | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| RHP | Ryman Hospitality Properties, Inc. (RHP) | Investment Funds | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| CSGP | CoStar Group, Inc. - Common Stock (CSGP) | Business Services | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| FCX | Freeport-McMoRan, Inc. Common Stock (FC… | Mining & Metals | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| CART | Maplebear Inc. - Common Stock (CART) | — | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| CON | Concentra Group Holdings Parent, Inc. C… | — | 2 | 1 / 1 | $16,001 | 2025-09 → 2025-09 |
| MAN | ManpowerGroup Common Stock (MAN) | — | 2 | 1 / 1 | $16,001 | 2025-09 → 2025-09 |
| SBAC | SBA Communications Corporation - Class … | Investment Funds | 2 | 1 / 1 | $16,001 | 2025-09 → 2025-09 |
| BBT | Beacon Financial Corporation Common sto… | Banking | 1 | 0 / 1 | $8,001 | 2025-09 → 2025-09 |
| CTAS | Cintas Corporation - Common Stock | Consumer Goods | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-09 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 6 | 3 / 3 | $48,003 | 2024-12 → 2025-09 |
| SNPS | Synopsys, Inc. - Common Stock (SNPS) | Software & IT Services | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-09 |
| FLO | Flowers Foods, Inc. Common Stock (FLO) | Food & Beverage | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| BURL | Burlington Stores, Inc. Common Stock (B… | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| LI | Li Auto Inc. - American Depositary Shar… | — | 3 | 2 / 1 | $24,002 | 2025-06 → 2025-09 |
| CL | Colgate-Palmolive Company | Chemicals | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| STZ | Constellation Brands, Inc. Common Stock… | Food & Beverage | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-09 |
| GPK | Graphic Packaging Holding Company (GPK) | Materials | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-09 |
| KDP | Keurig Dr Pepper Inc. (KDP) | Food & Beverage | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-09 |
| NWG | NatWest Group plc American Depositary S… | Banking | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| SNY | Sanofi - American Depositary Shares (SN… | Pharmaceuticals & Biotech | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| TXRH | Texas Roadhouse, Inc. - Common Stock (T… | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| TTE | TotalEnergies SE | Oil & Gas | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-09 |
| ACI | Albertsons Companies, Inc. Class A Comm… | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2025-07 → 2025-09 |
| ALGN | Align Technology, Inc. - Common Stock (… | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| CARR | Carrier Global Corp | Other | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| PYPL | Paypal Holdings | Business Services | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| CVLT | Commvault Systems, Inc. - Common Stock … | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| EXPO | Exponent, Inc. - Common Stock (EXPO) | Business Services | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| FCN | FTI Consulting, Inc. Common Stock (FCN) | — | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| OGE | OGE Energy Corp Common Stock (OGE) | — | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| TYL | Tyler Technologies, Inc. Common Stock (… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) | Healthcare Services | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-09 |
| STX | Seagate Technology Holdings PLC - Ordin… | Technology Hardware | 1 | 1 / 0 | $32,501 | 2025-09 → 2025-09 |
| AMED | Amedisys Inc - Common Stock (AMED) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| NOW | ServiceNow, Inc. Common Stock (NOW) | Software & IT Services | 7 | 4 / 3 | $56,004 | 2024-12 → 2025-08 |
| TTD | The Trade Desk, Inc. - Class A Common S… | Software & IT Services | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-08 |
| EQNR | Equinor ASA | Oil & Gas | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-08 |
| BILL | BILL Holdings, Inc. Common Stock (BILL) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| DUOL | Duolingo, Inc. - Class A Common Stock (… | — | 3 | 1 / 2 | $24,002 | 2025-06 → 2025-08 |
| GWRE | Guidewire Software, Inc. Common Stock (… | Software & IT Services | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-08 |
| INFY | Infosys Limited American Depositary Sha… | Software & IT Services | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-08 |
| NNN | NNN REIT, Inc. Common Stock (NNN) | Investment Funds | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| WSO | Watsco, Inc. Common Stock (WSO) | Wholesale | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| ELV | Elevance Health, Inc. Common Stock | Insurance | 3 | 2 / 1 | $24,002 | 2025-06 → 2025-08 |
| IBN | ICICI Bank Limited Common Stock (IBN) | Banking | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| YUM | Yum! Brands Company: Yum ?(Louisville, … | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| USFD | US Foods Holding Corp. Common Stock (US… | Wholesale | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| FUN | Six Flags Entertainment Corporation Com… | — | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| TPL | Texas Pacific Land Corporation Common S… | — | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| LNT | Alliant Energy Corporation (LNT) | Utilities | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-08 |
| CUBE | Cubesmart | — | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-08 |
| VRSK | Verisk Analytics, Inc. - Common Stock (… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-08 → 2025-08 |
| DPZ | Domino's Pizza Inc - Common Stock (DPZ) | Wholesale | 1 | 1 / 0 | $8,001 | 2025-08 → 2025-08 |
| AJG | Arthur J. Gallagher & Co. Common Stock … | Insurance | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-08 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-08 |
| WDAY | Workday, Inc. - Class A Common Stock (W… | Software & IT Services | 3 | 1 / 2 | $24,002 | 2025-03 → 2025-08 |
| BUD | Anheuser-Busch Inbev SA Sponsored ADR (… | Food & Beverage | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-08 |
| FCPT | Four Corners Property Trust, Inc. Commo… | Investment Funds | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-08 |
| RGLD | Royal Gold, Inc. - Common Stock (RGLD) | Investment Funds | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-08 |
| THC | Tenet Healthcare Corporation Common Sto… | Healthcare Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| CSL | Carlisle Companies Inc | Materials | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| CNH | CNH Industrial N.V. Common Shares (CNH) | — | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-08 |
| DOCU | DocuSign, Inc. - Common Stock (DOCU) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| EMN | Eastman Chemical Company Common Stock (… | Chemicals | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| FR | First Industrial Realty Trust, Inc. Com… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| GGG | Graco Inc. Common Stock | Industrials | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| DOC | Healthpeak Properties, Inc. Common Stoc… | Investment Funds | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| MT | Arcelor Mittal NY Registry Shares NEW (… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-08 |
| CRWD | CrowdStrike Holdings, Inc. - Class A Co… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| NOG | Northern Oil and Gas, Inc. Common Stock… | — | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| PAYX | Paychex Inc | Business Services | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| PECO | Phillips Edison & Company, Inc. - Commo… | — | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| ALV | Autoliv, Inc. Common Stock (ALV) | — | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| CSCO | Cisco Systems Inc | Technology Hardware | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| CAG | ConAgra Brands, Inc. Common Stock (CAG) | Food & Beverage | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| DBX | Dropbox, Inc. - Class A Common Stock (D… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| EPAM | EPAM Systems, Inc. Common Stock (EPAM) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| GPI | Group 1 Automotive, Inc. Common Stock (… | — | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| LAD | Lithia Motors, Inc. Common Stock (LAD) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| MKC | McCormick & Company, Incorporated Commo… | Food & Beverage | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| MEDP | Medpace Holdings, Inc. - Common Stock (… | Business Services | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| MU | Micron Technology | Semiconductors | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| MORN | Morningstar, Inc. - Common Stock (MORN) | Capital Markets | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| NYT | New York Times Company (NYT) | — | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| NOVT | Novanta Inc. - Common Shares (NOVT) | Technology Hardware | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| RRC | Range Resources Corporation Common Stoc… | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| ROP | Roper Technologies, Inc. (ROP) | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| WHR | Whirlpool Corporation Common Stock (WHR) | Electronics | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| XPO | XPO, Inc. Common Stock (XPO) | Other | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-08 |
| BHLB | Berkshire Hills Bancorp, Inc. Common St… | — | 1 | 1 / 0 | $8,001 | 2025-08 → 2025-08 |
| HIMS | Hims & Hers Health, Inc. Class A Common… | — | 1 | 1 / 0 | $8,001 | 2025-08 → 2025-08 |
| RVTY | Revvity, Inc. Common Stock (RVTY) | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2025-06 → 2025-07 |
| WST | West Pharmaceutical Services, Inc. Comm… | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| AR | Antero Resources Corporation Common Sto… | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| CW | Curtiss-Wright Corporation Common Stock… | — | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| KMI | Kinder Morgan, Inc. Common Stock (KMI) | Utilities | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| LULU | lululemon athletica inc. - Common Stock… | Consumer Goods | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| TFX | Teleflex Incorporated Common Stock (TFX) | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| WAT | Waters Corporation Common Stock (WAT) | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| WDFC | WD-40 Company - Common Stock (WDFC) | Chemicals | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| WAL | Western Alliance Bancorp | Banking | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| FI | Fiserv Inc | — | 1 | 1 / 0 | $8,001 | 2025-07 → 2025-07 |
| TRGP | Targa Resources, Inc. Common Stock (TRG… | Utilities | 1 | 1 / 0 | $8,001 | 2025-07 → 2025-07 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-07 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-07 |
| ISRG | Intuitive Surgical, Inc. - Common Stock… | Medical Devices | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-07 |
| PANW | Palo Alto Networks, Inc. Common Stock | Technology Hardware | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-07 |
| CRM | Salesforce Inc | Software & IT Services | 5 | 2 / 3 | $40,003 | 2024-12 → 2025-07 |
| CDP | COPT Defense Properties Common Shares o… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| WMS | Advanced Drainage Systems, Inc. Common … | Materials | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| A | Agilent Technologies, Inc. Common Stock | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| FANG | Diamondback Energy, Inc. - Common Stock… | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| EG | Everest Group, Ltd. Common Stock (EG) | Insurance | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| GIS | General Mills, Inc. Common Stock | Food & Beverage | 4 | 2 / 2 | $32,002 | 2025-06 → 2025-07 |
| IBM | International Business Machines Corpora… | Technology Hardware | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| LSTR | Landstar System, Inc. - Common Stock (L… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| MUFG | Mitsubishi UFJ Financial Group, Inc. Co… | Banking | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| NEM | Newmont Corporation (NEM) | Mining & Metals | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| DE | Deere & Company Common Stock (DE) | Industrials | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| NOV | NOV Inc. Common Stock (NOV) | Industrials | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| SCI | Service Corporation International Commo… | Consumer Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| ADP | Automatic Data Processing, Inc. - Commo… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| SCHW | Charles Schwab Corporation (SCHW) | Capital Markets | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| CTSH | Cognizant Technology Solutions Corporat… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| CUZ | Cousins Properties Incorporated Common … | — | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| JKHY | Jack Henry & Associates, Inc. - Common … | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| PRGS | Progress Software Corporation - Common … | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| PGR | Progressive Corp | Insurance | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| WPC | W. P. Carey Inc. REIT (WPC) | Investment Funds | 2 | 1 / 1 | $16,001 | 2025-07 → 2025-07 |
| EQH | Equitable Holdings, Inc. Common Stock (… | — | 1 | 0 / 1 | $8,001 | 2025-07 → 2025-07 |
| NICE | NICE Ltd - American Depositary Shares e… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-07 → 2025-07 |
| COST | Costco Wholesale | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-07 |
| WMB | Williams Companies, Inc. (WMB) | Utilities | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-07 |
| EC | Ecopetrol S.A. American Depositary Shar… | — | 3 | 1 / 2 | $24,002 | 2025-06 → 2025-07 |
| BJ | BJ's Wholesale Club Holdings, Inc. Comm… | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| AIG | American International Group, Inc. New … | Insurance | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| T | AT&T Inc. (T) | Telecommunications | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| BR | Broadridge Financial Solutions, Inc. Co… | Business Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| EIG | Employers Holdings Inc Common Stock (EI… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| ELS | Equity Lifestyle Properties, Inc. Commo… | Investment Funds | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| FTV | Fortive Corporation Common Stock (FTV) | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| GL | Globe Life Inc | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| GMED | Globus Medical, Inc. Class A Common Sto… | Medical Devices | 3 | 1 / 2 | $24,002 | 2025-06 → 2025-07 |
| MNST | Monster Beverage Corporation - Common S… | Food & Beverage | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| OKTA | Okta Inc Cl A | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| SE | Sea Limited American Depositary Shares,… | Business Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| ADBE | Adobe Systems Inc | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| ACN | Accenture Plc | Business Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| HLN | Haleon plc American Depositary Shares (… | Chemicals | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| NGG | National Grid Transco, PLC National Gri… | Utilities | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| PM | Philip Morris International Inc | Food & Beverage | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| PG | Procter & Gamble Company (PG) | Chemicals | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| VNOM | Viper Energy, Inc. - Class A Common Sto… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-07 |
| ADSK | Autodesk Inc | Software & IT Services | 1 | 0 / 1 | $8,001 | 2025-07 → 2025-07 |
| PEN | Penumbra, Inc. Common Stock (PEN) | — | 1 | 0 / 1 | $8,001 | 2025-07 → 2025-07 |
| CRGY | Crescent Energy Company Class A Common … | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| LYB | LyondellBasell Industries NV Ordinary S… | Chemicals | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| AGCO | AGCO Corporation Common Stock (AGCO) | Industrials | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| CHX | ChampionX Corporation (CHX) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| GFI | Gold Fields Limited American Depositary… | Mining & Metals | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| EBAY | Ebay Inc | Business Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| HAL | Halliburton Company Common Stock (HAL) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| ROST | Ross Stores, Inc. - Common Stock (ROST) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| VRSN | VeriSign, Inc. - Common Stock (VRSN) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| WM | Waste Management, Inc. Common Stock (WM) | Utilities | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| ATR | AptarGroup, Inc. Common Stock (ATR) | Materials | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| CHE | Chemed Corp (CHE) | Healthcare Services | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| DOW | Dow Inc. Common Stock (DOW) | Chemicals | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| OVV | Ovintiv Inc. (OVV) | — | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| X | United States Steel Corp Option Type: P… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| SEE | Sealed Air Corporation Common Stock (SE… | — | 2 | 1 / 1 | $16,001 | 2024-06 → 2025-06 |
| BRKL | Brookline Bancorp, Inc. - Common Stock … | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| KBH | KB Home Common Stock (KBH) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| NWE | NorthWestern Energy Group, Inc. - Commo… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| PK | Park Hotels & Resorts Inc. Common Stock… | Consumer Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| SNN | Smith & Nephew SNATS, Inc. Common Stock… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| SBSI | Southside Bancshares, Inc. - Common Sto… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| ALK | Alaska Air Group, Inc. Common Stock (AL… | Transportation | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| ARMK | Aramark Common Stock (ARMK) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| AWI | Armstrong World Industries Inc Common S… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| AVTR | Avantor, Inc. Common Stock (AVTR) | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| BF.B | Brown Forman Inc Class B Common Stock (… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| BC | Brunswick Corporation Common Stock (BC) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| CPRI | Capri Holdings Limited Ordinary Shares … | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| CBU | Community Financial System, Inc. Common… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| CYTK | Cytokinetics, Incorporated - Common Sto… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| ESNT | Essent Group Ltd. Common Shares (ESNT) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| EVTC | Evertec, Inc. Common Stock (EVTC) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| FFIN | First Financial Bankshares, Inc. - Comm… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| FHB | First Hawaiian, Inc. - Common Stock (FH… | Banking | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| GATX | GATX Corporation Common Stock (GATX) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| GNW | Genworth Financial Inc Common Stock (GN… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| HQY | HealthEquity, Inc. - Common Stock (HQY) | Business Services | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| HTH | Hilltop Holdings Inc. (HTH) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| IRT | Independence Realty Trust, Inc. Common … | Investment Funds | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| LNC | Lincoln National Corporation Common Sto… | Insurance | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| MTG | MGIC Investment Corporation Common Stoc… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| FIZZ | National Beverage Corp. - Common Stock … | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| NBIX | Neurocrine Biosciences, Inc. - Common S… | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| NOK | Nokia Corporation Sponsored American De… | Electronics | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| RLI | RLI Corp. Common Stock (RLI) | Insurance | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| SIGI | Selective Insurance Group, Inc. - Commo… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| STWD | STARWOOD PROPERTY TRUST, INC. Starwood … | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| CPB | The Campbell's Company - Common Stock (… | Food & Beverage | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| MIDD | The Middleby Corporation - Common Stock… | Other | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| TKR | Timken Company (TKR) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| TNL | Travel Leisure Co. Common Stock (TNL) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| TRN | Trinity Industries, Inc. Common Stock (… | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| VRE | Veris Residential, Inc. Common Stock (V… | — | 2 | 1 / 1 | $40,501 | 2025-06 → 2025-06 |
| VOYA | Voya Financial, Inc. Common Stock (VOYA) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| BKH | Black Hills Corporation Common Stock (B… | — | 1 | 0 / 1 | $8,001 | 2025-06 → 2025-06 |
| CTRA | Coterra Energy Inc. Common Stock (CTRA) | — | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| MCO | Moody's Corporation Common Stock | Business Services | 3 | 1 / 2 | $24,002 | 2024-12 → 2025-06 |
| PH | Parker-Hannifin Corporation Common Stoc… | Industrials | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-06 |
| TJX | TJX Companies | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-06 |
| VRTX | Vertex Pharmaceuticals Incorporated - C… | Pharmaceuticals & Biotech | 3 | 1 / 2 | $24,002 | 2024-12 → 2025-06 |
| AAL | American Airlines Group, Inc. - Common … | Transportation | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| CNO | CNO Financial Group, Inc. Common Stock … | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| DG | Dollar General Corporation Common Stock… | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| FNB | F.N.B. Corporation Common Stock (FNB) | Banking | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| FBRT | Franklin BSP Realty Trust, Inc. Common … | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| HMN | Horace Mann Educators Corporation Commo… | Insurance | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| NJR | NewJersey Resources Corporation Common … | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| TTC | Toro Company (TTC) | Industrials | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| UBSI | United Bankshares, Inc. - Common Stock … | Banking | 3 | 2 / 1 | $24,002 | 2025-06 → 2025-06 |
| AVNT | Avient Corporation Common Stock (AVNT) | Chemicals | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| GME | GameStop Corporation Common Stock (GME) | — | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| PATK | Patrick Industries, Inc. - Common Stock… | Automotive | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| BKR | Baker Hughes Company - Common Stock (BK… | Industrials | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-06 |
| MLM | Martin Marietta Materials, Inc. Common … | Mining & Metals | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-06 |
| LXP | LXP Industrial Trust Common Stock (LXP) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| PHI | PLDT Inc. Sponsored ADR (PHI) | — | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| VNT | Vontier Corporation Common Stock (VNT) | Medical Devices | 2 | 1 / 1 | $16,001 | 2025-06 → 2025-06 |
| SHOP | Shopify Inc | Software & IT Services | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-06 |
| HUBS | HubSpot, Inc. Common Stock (HUBS) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-03 |
| CMG | Chipotle Mexican Grill, Inc. Common Sto… | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-03 |
| EMR | Emerson Electric Company | Electronics | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-03 |
| NXPI | NXP Semiconductors N.V. - Common Stock … | Semiconductors | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-01 |
| SMR | NuScale Power Corporation Class A Commo… | — | 1 | 1 / 0 | $8,001 | 2024-11 → 2024-11 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | -0.7% | 923 | $7,720,962 |
| 2024 | +9.4% | 55 | $1,505,028 |
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 |
|---|---|---|---|---|---|---|
| 2026-02-06 | BBAI | BigBear.ai, Inc. Common Stock (BBAI) | buy | $15,001 – $50,000 | spouse | record |
| 2026-02-04 | BBAI | BigBear.ai, Inc. Common Stock (BBAI) | buy | $1,001 – $15,000 | spouse | record |
| 2026-01-12 | — | Apptronik | buy | $50,001 – $100,000 | spouse | record |
| 2025-12-15 | — | xAI | buy | $100,001 – $250,000 | spouse | record |
| 2025-10-31 | WYNN | Wynn Resorts, Limited - Common Stock (WYNN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | WSFS | WSFS Financial Corporation - Common Stock (WSFS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | WMT | Walmart Inc. Common Stock (WMT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | WRB | W.R. Berkley Corporation Common Stock (WRB) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | VST | Vistra Corp. Common Stock (VST) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | VRT | Vertiv Holdings, LLC Class A Common Stock (VRT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | VALE | VALE S.A. American Depositary Shares Each Representing one common share (VALE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | UE | Urban Edge Properties Common Shares of Beneficial Interest (UE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | UNM | Unum Group Common Stock (UNM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | UTHR | United Therapeutics Corporation - Common Stock (UTHR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | UBER | Uber Technologies, Inc. Common Stock (UBER) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | TCOM | Trip.com Group Limited - American Depositary Shares (TCOM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | TMUS | T-Mobile US, Inc. (TMUS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SJM | The J.M. Smucker Company Common Stock (SJM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BK | The Bank of New York Mellon Corporation Common Stock (BK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | TXT | Textron Inc. Common Stock (TXT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | TSLA | Tesla, Inc. - Common Stock (TSLA) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | TER | Teradyne, Inc. (TER) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | TMHC | Taylor Morrison Home Corporation Common Stock (TMHC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SYY | Sysco Corporation Common Stock (SYY) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SF | Stifel Financial Corporation Common Stock (SF) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SFM | Sprouts Farmers Market, Inc. - Common Stock (SFM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SR | Spire Inc. Common Stock (SR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SONY | Sony Group Corporation American Depositary Shares (SONY) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SGI | Somnigroup International Inc. Common Stock (SGI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SLB | SLB Limited Common Shares (SLB) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SHW | Sherwin-Williams Company (SHW) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SBCF | Seacoast Banking Corporation of Florida - Common Stock (SBCF) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SAIC | Science Applications International Corporation - Common Stock (SAIC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SAP | SAP SE ADS (SAP) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SNDK | Sandisk Corporation - Common Stock (SNDK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ROIV | Roivant Sciences Ltd. - Common Shares (ROIV) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | RIO | Rio Tinto Plc Common Stock (RIO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | RGEN | Repligen Corporation - Common Stock (RGEN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | RF | Regions Financial Corporation Common Stock (RF) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | RBA | RB Global, Inc. Common Stock (RBA) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | PWR | Quanta Services, Inc. Common Stock (PWR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | QLYS | Qualys, Inc. - Common Stock (QLYS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | PSTG | Pure Storage, Inc. Class A Common Stock (PSTG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | PFG | Principal Financial Group Inc (PFG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | PII | Polaris Inc. Common Stock (PII) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | PFGC | Performance Food Group Company Common Stock (PFGC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | PEP | Pepsico, Inc. (PEP) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | PDD | PDD Holdings Inc. - American Depositary Shares (PDD) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | OTIS | Otis Worldwide Corporation Common Stock (OTIS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | OSK | Oshkosh Corporation (OSK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ORCL | Oracle Corporation Common Stock (ORCL) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | OPCH | Option Care Health, Inc. - Common Stock (OPCH) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | sell | $15,001 – $50,000 | spouse | record |
| 2025-10-31 | NVO | Novo Nordisk A/S Common Stock (NVO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | NVS | Novartis AG Common Stock (NVS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | NCLH | Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | NTRS | Northern Trust Corporation - Common Stock (NTRS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | NFLX | Netflix, Inc. - Common Stock (NFLX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | MKSI | MKS Inc. - Common Stock (MKSI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $15,001 – $50,000 | spouse | record |
| 2025-10-31 | MGPI | MGP Ingredients, Inc. - Common Stock (MGPI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | META | Meta Platforms, Inc. - Class A Common Stock (META) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | MCD | McDonald's Corporation Common Stock (MCD) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | MTZ | MasTec, Inc. Common Stock (MTZ) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | MGY | Magnolia Oil & Gas Corporation Class A Common Stock (MGY) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | LPX | Louisiana-Pacific Corporation Common Stock (LPX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | L | Loews Corporation Common Stock (L) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | KRG | Kite Realty Group Trust Common Stock (KRG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | KVUE | Kenvue Inc. Common Stock (KVUE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | JNJ | Johnson & Johnson Common Stock (JNJ) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | JD | JD.com, Inc. - American Depositary Shares (JD) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ITT | ITT Inc. Common Stock (ITT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ING | ING Group, N.V. Common Stock (ING) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ILMN | Illumina, Inc. - Common Stock (ILMN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ITW | Illinois Tool Works Inc. Common Stock (ITW) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | IEX | IDEX Corporation Common Stock (IEX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | HUM | Humana Inc. Common Stock (HUM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | HWM | Howmet Aerospace Inc. Common Stock (HWM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | HMC | Honda Motor Company, Ltd. Common Stock (HMC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | HOMB | Home BancShares, Inc. Common Stock (HOMB) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | HPE | Hewlett Packard Enterprise Company Common Stock (HPE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | HDB | HDFC Bank Limited Common Stock (HDB) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | HAS | Hasbro, Inc. - Common Stock (HAS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | GSK | GSK plc American Depositary Shares (GSK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | GS | Goldman Sachs Group, Inc. (GS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | GTY | Getty Realty Corporation Common Stock (GTY) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | IT | Gartner, Inc. Common Stock (IT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | FTNT | Fortinet, Inc. - Common Stock (FTNT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | FMC | FMC Corporation Common Stock (FMC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | FIVE | Five Below, Inc. - Common Stock (FIVE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | FN | Fabrinet Ordinary Shares (FN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | XOM | Exxon Mobil Corporation Common Stock (XOM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | EXC | Exelon Corporation (EXC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | WTRG | Essential Utilities, Inc. Common Stock (WTRG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ENTG | Entegris, Inc. - Common Stock (ENTG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | EHC | Encompass Health Corporation Common Stock (EHC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | EME | EMCOR Group, Inc. Common Stock (EME) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ECL | Ecolab Inc. Common Stock (ECL) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SATS | EchoStar Corporation - Common stock (SATS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | DUK | Duke Energy Corporation (DUK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | DKS | Dick's Sporting Goods Inc Common Stock (DKS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | DAL | Delta Air Lines, Inc. Common Stock (DAL) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | DELL | Dell Technologies Inc. Class C Common Stock (DELL) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | SRE | DBA Sempra Common Stock (SRE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | DDOG | Datadog, Inc. - Class A Common Stock (DDOG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | DRI | Darden Restaurants, Inc. Common Stock (DRI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | DHI | D.R. Horton, Inc. Common Stock (DHI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | CVS | CVS Health Corporation Common Stock (CVS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | CMI | Cummins Inc. Common Stock (CMI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | CNM | Core & Main, Inc. Class A Common Stock (CNM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | CEG | Constellation Energy Corporation - Common Stock When-Issued (CEG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | COP | ConocoPhillips Common Stock (COP) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | COHR | Coherent Corp. (COHR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | KO | Coca-Cola Company (KO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | CLX | Clorox Company (CLX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | CIEN | Ciena Corporation (CIEN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | CHRD | Chord Energy Corporation - Common Stock (CHRD) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | CASY | Caseys General Stores, Inc. - Common Stock (CASY) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | CACI | CACI International, Inc. Class A Common Stock (CACI) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BWXT | BWX Technologies, Inc. Common Stock (BWXT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BRO | Brown & Brown, Inc. Common Stock (BRO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | AVGO | Broadcom Inc. - Common Stock (AVGO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BCO | Brinks Company (BCO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BP | BP p.l.c. Common Stock (BP) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BSX | Boston Scientific Corporation Common Stock (BSX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BL | BlackLine, Inc. - Common Stock (BL) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BHP | BHP Group Limited American Depositary Shares (BHP) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BAX | Baxter International Inc. Common Stock (BAX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BCS | Barclays PLC Common Stock (BCS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BAC | Bank of America Corporation Common Stock (BAC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | AVB | AvalonBay Communities, Inc. Common Stock (AVB) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | AZN | AstraZeneca PLC - American Depositary Shares (AZN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ASML | ASML Holding N.V. - New York Registry Shares (ASML) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | AAPL | Apple Inc. - Common Stock (AAPL) | sell | $15,001 – $50,000 | spouse | record |
| 2025-10-31 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | AMH | American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | AXP | American Express Company Common Stock (AXP) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ALLE | Allegion plc Ordinary Shares (ALLE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ALEX | Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | AKAM | Akamai Technologies, Inc. - Common Stock (AKAM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | AMD | Advanced Micro Devices, Inc. (AMD) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ACIW | ACI Worldwide, Inc. - Common Stock (ACIW) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-31 | ABBV | AbbVie Inc. Common Stock (ABBV) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | WYNN | Wynn Resorts, Limited - Common Stock (WYNN) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | WYNN | Wynn Resorts, Limited - Common Stock (WYNN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | WSFS | WSFS Financial Corporation - Common Stock (WSFS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | WSFS | WSFS Financial Corporation - Common Stock (WSFS) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | WMT | Walmart Inc. Common Stock (WMT) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | WMT | Walmart Inc. Common Stock (WMT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | WRB | W.R. Berkley Corporation Common Stock (WRB) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | WRB | W.R. Berkley Corporation Common Stock (WRB) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | VST | Vistra Corp. Common Stock (VST) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | VST | Vistra Corp. Common Stock (VST) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | V | Visa Inc. (V) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | VRT | Vertiv Holdings, LLC Class A Common Stock (VRT) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | VRT | Vertiv Holdings, LLC Class A Common Stock (VRT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | — | VALE S.A. American Depositary Shares Each Representing one | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | VALE | VALE S.A. American Depositary Shares Each Representing one common share (VALE) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | UE | Urban Edge Properties Common Shares of Beneficial Interest (UE) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | UE | Urban Edge Properties Common Shares of Beneficial Interest (UE) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | UNM | Unum Group Common Stock (UNM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | UNM | Unum Group Common Stock (UNM) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | UTHR | United Therapeutics Corporation - Common Stock (UTHR) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | UTHR | United Therapeutics Corporation - Common Stock (UTHR) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | UBER | Uber Technologies, Inc. Common Stock (UBER) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | UBER | Uber Technologies, Inc. Common Stock (UBER) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TCOM | Trip.com Group Limited - American Depositary Shares (TCOM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TCOM | Trip.com Group Limited - American Depositary Shares (TCOM) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TMUS | T-Mobile US, Inc. (TMUS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TMUS | T-Mobile US, Inc. (TMUS) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | SJM | The J.M. Smucker Company Common Stock (SJM) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | SJM | The J.M. Smucker Company Common Stock (SJM) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | BK | The Bank of New York Mellon Corporation Common Stock (BK) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | BK | The Bank of New York Mellon Corporation Common Stock (BK) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TXT | Textron Inc. Common Stock (TXT) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TXT | Textron Inc. Common Stock (TXT) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TSLA | Tesla, Inc. - Common Stock (TSLA) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TSLA | Tesla, Inc. - Common Stock (TSLA) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TER | Teradyne, Inc. (TER) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TER | Teradyne, Inc. (TER) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TMHC | Taylor Morrison Home Corporation Common Stock (TMHC) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TMHC | Taylor Morrison Home Corporation Common Stock (TMHC) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-30 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | buy | $1,001 – $15,000 | spouse | record |
Filings not yet machine-readable (1)
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- 2025-10-23 — filing 8221212 (image)