Jefferson Shreve Republican · IN-6
House of Representatives · in office · serving since 2025 · born September 24, 1965
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
In plain language
Of 565 disclosed trades, 3 were flagged by the site's published rules — 0.5%.
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.
- 3 · committee window
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 |
|---|---|---|---|
| IN-6 | 119th | 2025–2027 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| House Committee on Appropriations | Member | 35 | majority | record |
| House Committee on Foreign Affairs | Member | 23 | majority | record |
| House Committee on Transportation and Infrastructure | Member | 28 | majority | record |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
No transactions disclosed in the last 6 months.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| DHR | Danaher Corp | Medical Devices | 3 | 1 / 2 | $97,502 | 2015-05 → 2025-05 |
| DAL | Delta Air Lines, Inc. Common Stock (DAL) | Transportation | 3 | 1 / 2 | $97,502 | 2015-05 → 2025-05 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-05 |
| APP | Applovin Corporation - Class A Common S… | Software & IT Services | 3 | 1 / 2 | $97,502 | 2025-02 → 2025-05 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 4 | 1 / 3 | $172,502 | 2025-02 → 2025-05 |
| CSGP | CoStar Group, Inc. - Common Stock (CSGP) | Business Services | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-05 |
| DVN | Devon Energy Corporation Common Stock (… | Oil & Gas | 4 | 2 / 2 | $130,002 | 2025-02 → 2025-05 |
| ELV | Elevance Health, Inc. Common Stock | Insurance | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-05 |
| EPAM | EPAM Systems, Inc. Common Stock (EPAM) | Software & IT Services | 3 | 1 / 2 | $97,502 | 2025-02 → 2025-05 |
| EXPO | Exponent, Inc. - Common Stock (EXPO) | Business Services | 3 | 2 / 1 | $97,502 | 2025-02 → 2025-05 |
| XOM | Exxon Mobil Corp | Oil & Gas | 3 | 2 / 1 | $182,502 | 2025-02 → 2025-05 |
| FIS | Fidelity National Information Services,… | Business Services | 3 | 2 / 1 | $140,002 | 2025-02 → 2025-05 |
| BUSE | First Busey Corporation - Common Stock … | — | 4 | 2 / 2 | $130,002 | 2025-02 → 2025-05 |
| GE | General Electric Company | Electronics | 4 | 2 / 2 | $257,502 | 2025-02 → 2025-05 |
| HAL | Halliburton Company Common Stock (HAL) | Oil & Gas | 5 | 1 / 4 | $162,503 | 2025-02 → 2025-05 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 5 | 3 / 2 | $205,003 | 2025-02 → 2025-05 |
| HUBB | Hubbell Inc Common Stock | Electronics | 3 | 1 / 2 | $97,502 | 2025-02 → 2025-05 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 3 | 1 / 2 | $182,502 | 2025-02 → 2025-05 |
| LOW | Lowe's Companies | Retail & Consumer | 3 | 2 / 1 | $97,502 | 2025-02 → 2025-05 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 4 | 1 / 3 | $1,950,002 | 2025-02 → 2025-05 |
| MSTR | Strategy Inc - Class A Common Stock (MS… | Banking | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-05 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 5 | 2 / 3 | $1,065,003 | 2025-02 → 2025-05 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 5 | 3 / 2 | $162,503 | 2025-02 → 2025-05 |
| PRI | Primerica, Inc. Common Stock (PRI) | — | 2 | 0 / 2 | $65,001 | 2025-02 → 2025-05 |
| PG | Procter & Gamble Company (PG) | Chemicals | 2 | 0 / 2 | $150,001 | 2025-02 → 2025-05 |
| PHM | PulteGroup, Inc. Common Stock | Construction | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-05 |
| PWR | Quanta Services, Inc. Common Stock (PWR) | Construction | 3 | 1 / 2 | $182,502 | 2025-02 → 2025-05 |
| RPD | Rapid7, Inc. - Common Stock (RPD) | Software & IT Services | 4 | 2 / 2 | $130,002 | 2025-02 → 2025-05 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-05 |
| CI | The Cigna Group Common Stock (CI) | Insurance | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-05 |
| TTD | The Trade Desk, Inc. - Class A Common S… | Software & IT Services | 5 | 2 / 3 | $138,003 | 2025-02 → 2025-05 |
| TJX | TJX Companies | Retail & Consumer | 3 | 1 / 2 | $140,002 | 2025-02 → 2025-05 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-05 |
| VRTX | Vertex Pharmaceuticals Incorporated - C… | Pharmaceuticals & Biotech | 3 | 2 / 1 | $97,502 | 2025-02 → 2025-05 |
| AXP | American Express Company | Banking | 3 | 1 / 2 | $140,002 | 2025-03 → 2025-05 |
| ANET | Arista Networks, Inc. Common Stock (ANE… | Technology Hardware | 3 | 1 / 2 | $140,002 | 2025-03 → 2025-05 |
| AXON | Axon Enterprise Inc | Defense & Aerospace | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-05 |
| BALL | Ball Corporation Common Stock | Industrials | 4 | 2 / 2 | $130,002 | 2025-03 → 2025-05 |
| BKE | Buckle, Inc. (BKE) | Retail & Consumer | 3 | 1 / 2 | $97,502 | 2025-03 → 2025-05 |
| CBOE | Cboe Global Markets, Inc. (CBOE) | Capital Markets | 4 | 3 / 1 | $172,502 | 2025-03 → 2025-05 |
| CNC | Centene Corporation Common Stock (CNC) | Insurance | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-05 |
| DG | Dollar General Corporation Common Stock… | Retail & Consumer | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-05 |
| GS | Goldman Sachs Group | Capital Markets | 4 | 2 / 2 | $130,002 | 2025-03 → 2025-05 |
| HIW | Highwoods Properties, Inc. Common Stock… | Investment Funds | 3 | 2 / 1 | $97,502 | 2025-03 → 2025-05 |
| HOMB | Home BancShares, Inc. Common Stock (HOM… | Banking | 3 | 1 / 2 | $97,502 | 2025-03 → 2025-05 |
| IDA | IDACORP, Inc. Common Stock (IDA) | Utilities | 2 | 0 / 2 | $65,001 | 2025-03 → 2025-05 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $107,501 | 2025-03 → 2025-05 |
| LRCX | Lam Research Corp | Industrials | 4 | 1 / 3 | $215,002 | 2025-03 → 2025-05 |
| MPC | Marathon Petroleum Corporation Common S… | Oil & Gas | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-05 |
| MRVL | Marvell Technology Inc | Semiconductors | 4 | 1 / 3 | $215,002 | 2025-03 → 2025-05 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 3 | 2 / 1 | $97,502 | 2025-03 → 2025-05 |
| SNDR | Schneider National, Inc. Common Stock (… | Transportation | 3 | 1 / 2 | $97,502 | 2025-03 → 2025-05 |
| SYY | Sysco Corporation Common Stock (SYY) | Wholesale | 2 | 0 / 2 | $65,001 | 2025-03 → 2025-05 |
| CG | The Carlyle Group Inc. - Common Stock (… | Capital Markets | 4 | 1 / 3 | $215,002 | 2025-03 → 2025-05 |
| TT | Trane Technologies plc (TT) | Medical Devices | 3 | 1 / 2 | $182,502 | 2025-03 → 2025-05 |
| TDG | Transdigm Group Incorporated Common Sto… | Defense & Aerospace | 4 | 2 / 2 | $130,002 | 2025-03 → 2025-05 |
| DIS | Walt Disney Company | Media & Entertainment | 4 | 1 / 3 | $130,002 | 2025-03 → 2025-05 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 4 | 2 / 2 | $130,002 | 2025-03 → 2025-05 |
| ARES | Ares Management Corporation Class A Com… | Capital Markets | 3 | 1 / 2 | $182,502 | 2025-03 → 2025-05 |
| ADSK | Autodesk Inc | Software & IT Services | 3 | 1 / 2 | $97,502 | 2025-03 → 2025-05 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 3 | 1 / 2 | $240,002 | 2025-03 → 2025-05 |
| CMG | Chipotle Mexican Grill, Inc. Common Sto… | Retail & Consumer | 3 | 1 / 2 | $182,502 | 2025-03 → 2025-05 |
| CSX | CSX Corporation - Common Stock | Transportation | 3 | 1 / 2 | $97,502 | 2025-03 → 2025-05 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock… | Pharmaceuticals & Biotech | 3 | 2 / 1 | $282,502 | 2025-03 → 2025-05 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 2 | 0 / 2 | $207,501 | 2025-03 → 2025-05 |
| LFUS | Littelfuse, Inc. - Common Stock (LFUS) | — | 3 | 1 / 2 | $97,502 | 2025-03 → 2025-05 |
| NEM | Newmont Corporation (NEM) | Mining & Metals | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-05 |
| PRU | Prudential Financial, Inc. Common Stock… | Insurance | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-05 |
| SYK | Stryker Corporation Common Stock (SYK) | Medical Devices | 3 | 1 / 2 | $182,502 | 2025-03 → 2025-05 |
| SNPS | Synopsys, Inc. - Common Stock (SNPS) | Software & IT Services | 3 | 1 / 2 | $182,502 | 2025-03 → 2025-05 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 5 | 3 / 2 | $347,503 | 2025-03 → 2025-05 |
| WFC | Wells Fargo & Company Common Stock (WFC) | Banking | 2 | 1 / 1 | $107,501 | 2025-03 → 2025-05 |
| WDC | Western Digital Corporation - Common St… | Technology Hardware | 3 | 1 / 2 | $97,502 | 2025-03 → 2025-05 |
| AIG | American International Group, Inc. New … | Insurance | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-05 |
| BLK | Blackrock Inc | Capital Markets | 4 | 2 / 2 | $300,002 | 2025-03 → 2025-05 |
| COIN | Coinbase Global, Inc. - Class A Common … | Banking | 3 | 1 / 2 | $97,502 | 2025-03 → 2025-05 |
| COST | Costco Wholesale | Retail & Consumer | 2 | 0 / 2 | $207,501 | 2025-03 → 2025-05 |
| GILD | Gilead Sciences Inc | Pharmaceuticals & Biotech | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-05 |
| LEN | Lennar Corporation Class A Common Stock… | Construction | 3 | 1 / 2 | $97,502 | 2025-03 → 2025-05 |
| UCB | United Community Banks, Inc. Common Sto… | — | 2 | 1 / 1 | $107,501 | 2025-03 → 2025-05 |
| APTV | Aptiv PLC Ordinary Shares (APTV) | Automotive | 3 | 1 / 2 | $97,502 | 2025-04 → 2025-05 |
| BAC | Bank of America Corp | Banking | 3 | 1 / 2 | $140,002 | 2025-04 → 2025-05 |
| BKNG | Booking Holdings Inc. - Common Stock (B… | Other | 2 | 1 / 1 | $107,501 | 2025-04 → 2025-05 |
| CCL | Carnival Corp | Transportation | 3 | 1 / 2 | $97,502 | 2025-04 → 2025-05 |
| LNG | Cheniere Energy, Inc. Common Stock (LNG) | Utilities | 2 | 0 / 2 | $65,001 | 2025-04 → 2025-05 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 3 | 1 / 2 | $97,502 | 2025-04 → 2025-05 |
| DXCM | DexCom, Inc. - Common Stock (DXCM) | Medical Devices | 3 | 1 / 2 | $97,502 | 2025-04 → 2025-05 |
| EW | Edwards Lifesciences Corporation Common… | Medical Devices | 2 | 1 / 1 | $107,501 | 2025-04 → 2025-05 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 2 | 1 / 1 | $350,001 | 2025-04 → 2025-05 |
| ISRG | Intuitive Surgical, Inc. - Common Stock… | Medical Devices | 3 | 1 / 2 | $97,502 | 2025-04 → 2025-05 |
| LULU | lululemon athletica inc. - Common Stock… | Consumer Goods | 3 | 1 / 2 | $97,502 | 2025-04 → 2025-05 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 2 | 0 / 2 | $107,501 | 2025-04 → 2025-05 |
| MTCH | Match Group, Inc. - Common Stock | Software & IT Services | 2 | 1 / 1 | $65,001 | 2025-04 → 2025-05 |
| META | Meta Platforms Inc | Software & IT Services | 3 | 0 / 3 | $382,502 | 2025-04 → 2025-05 |
| CRM | Salesforce Inc | Software & IT Services | 3 | 1 / 2 | $97,502 | 2025-04 → 2025-05 |
| UBER | Uber Technologies, Inc. Common Stock (U… | Business Services | 2 | 1 / 1 | $107,501 | 2025-04 → 2025-05 |
| V | Visa Inc. (V) | Business Services | 2 | 0 / 2 | $207,501 | 2025-04 → 2025-05 |
| WDAY | Workday, Inc. - Class A Common Stock (W… | Software & IT Services | 3 | 1 / 2 | $140,002 | 2025-04 → 2025-05 |
| CCI | Crown Castle Inc. Common Stock (CCI) | Investment Funds | 2 | 1 / 1 | $65,001 | 2025-04 → 2025-05 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 2 | 1 / 1 | $65,001 | 2025-04 → 2025-05 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 2 | 1 / 1 | $207,501 | 2025-04 → 2025-05 |
| SPOT | otify Technology S.A. Ordinary Shares (… | Telecommunications | 2 | 1 / 1 | $107,501 | 2025-04 → 2025-05 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 2 | 1 / 1 | $207,501 | 2025-04 → 2025-05 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 2 | 1 / 1 | $107,501 | 2025-04 → 2025-05 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 2 | 1 / 1 | $150,001 | 2025-04 → 2025-05 |
| AEO | American Eagle Outfitters, Inc. Common … | — | 2 | 1 / 1 | $65,001 | 2025-05 → 2025-05 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 2 | 0 / 2 | $925,001 | 2025-05 → 2025-05 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 2 | 0 / 2 | $150,001 | 2025-05 → 2025-05 |
| CRL | Charles River Laboratories Internationa… | Business Services | 2 | 1 / 1 | $65,001 | 2025-05 → 2025-05 |
| CTRA | Coterra Energy Inc. Common Stock (CTRA) | — | 2 | 0 / 2 | $65,001 | 2025-05 → 2025-05 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| AWK | American Water Works Company, Inc. Comm… | Utilities | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| ADI | Analog Devices | Semiconductors | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| ACGL | Arch Capital Group Ltd. - Common Stock … | — | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| T | AT&T Inc. (T) | Telecommunications | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| ADP | Automatic Data Processing, Inc. - Commo… | Software & IT Services | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| AZO | AutoZone, Inc. Common Stock (AZO) | Retail & Consumer | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 1 | 0 / 1 | $175,001 | 2025-05 → 2025-05 |
| BA | Boeing Company (BA) | Defense & Aerospace | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| CDNS | Cadence Design Systems, Inc. - Common S… | Software & IT Services | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| CWST | Casella Waste Systems, Inc. - Class A C… | — | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| COR | Cencora, Inc. Common Stock (COR) | Wholesale | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| SCHW | Charles Schwab Corporation (SCHW) | Capital Markets | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| CHTR | Charter Communications, Inc. - Class A … | Telecommunications | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| NET | Cloudflare, Inc. Class A Common Stock (… | Software & IT Services | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| CME | CME Group Inc. - Class A Common Stock (… | Capital Markets | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| CNO | CNO Financial Group, Inc. Common Stock … | — | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| KO | Coca-Cola Company | Food & Beverage | 1 | 0 / 1 | $175,001 | 2025-05 → 2025-05 |
| CRWD | CrowdStrike Holdings, Inc. - Class A Co… | Software & IT Services | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| DE | Deere & Company Common Stock (DE) | Industrials | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| DASH | DoorDash, Inc. - Common Stock (DASH) | Business Services | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $175,001 | 2025-05 → 2025-05 |
| FI | Fiserv Inc | — | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) | Technology Hardware | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| GEV | GE Vernova Inc. Common Stock (GEV) | Electronics | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| GM | General Motors Company Common Stock (GM) | Automotive | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| THG | Hanover Insurance Group Inc (THG) | — | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| IBM | International Business Machines Corpora… | Technology Hardware | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| KR | Kroger Company (KR) | Retail & Consumer | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| MCK | McKesson Corporation Common Stock (MCK) | Wholesale | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) | Capital Markets | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| NI | NiSource Inc Common Stock (NI) | Utilities | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| ORI | Old Republic International Corporation … | Insurance | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| PLTR | Palantir Technologies Inc. - Class A Co… | Software & IT Services | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| PGR | Progressive Corp | Insurance | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| O | Realty Income Corporation Common Stock … | Investment Funds | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| RUSHB | Rush Enterprises, Inc. - Class B Common… | — | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| SBAC | SBA Communications Corporation - Class … | Investment Funds | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| SNOW | Snowflake Inc Cl A | Software & IT Services | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| TTWO | Take-Two Interactive Software, Inc. - C… | Software & IT Services | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 1 | 0 / 1 | $175,001 | 2025-05 → 2025-05 |
| SJM | The J.M. Smucker Company Common Stock (… | Food & Beverage | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| UVSP | Univest Financial Corporation - Common … | — | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| WBD | Warner Bros. Discovery, Inc. - Series A… | Telecommunications | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| WELL | Welltower Inc. Common Stock (WELL) | Investment Funds | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| WMB | Williams Companies, Inc. (WMB) | Utilities | 1 | 0 / 1 | $75,001 | 2025-05 → 2025-05 |
| ZM | Zoom Communications, Inc. - Class A Com… | Software & IT Services | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 4 | 1 / 3 | $172,502 | 2025-02 → 2025-05 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 4 | 2 / 2 | $130,002 | 2025-02 → 2025-05 |
| AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors | 2 | 2 / 0 | $65,001 | 2025-03 → 2025-05 |
| XYZ | Block, Inc. Class A Common Stock, (XYZ) | Software & IT Services | 3 | 1 / 2 | $140,002 | 2025-03 → 2025-05 |
| HNI | HNI Corporation Common Stock (HNI) | — | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-05 |
| ECL | Ecolab Inc | Chemicals | 2 | 1 / 1 | $350,001 | 2025-04 → 2025-05 |
| PANW | Palo Alto Networks, Inc. Common Stock | Technology Hardware | 2 | 1 / 1 | $65,001 | 2025-04 → 2025-05 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| AON | Aon plc Class A Ordinary Shares (Irelan… | Insurance | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 1 | 0 / 1 | $32,501 | 2025-05 → 2025-05 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 2 | 1 / 1 | $150,001 | 2025-02 → 2025-04 |
| ADBE | Adobe Systems Inc | Software & IT Services | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-04 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-04 |
| FBIN | Fortune Brands Innovations Inc | Materials | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-04 |
| HEI.A | Heico Corporation Common Stock (HEI.A) | — | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-04 |
| ROST | Ross Stores, Inc. - Common Stock (ROST) | Retail & Consumer | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-04 |
| STAG | Stag Industrial, Inc. Common Stock (STA… | Investment Funds | 3 | 1 / 2 | $182,502 | 2025-04 → 2025-04 |
| NSC | Norfolk Southern Corp | Transportation | 3 | 1 / 2 | $97,502 | 2025-02 → 2025-04 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-04 |
| COP | Conocophillips | Oil & Gas | 3 | 2 / 1 | $97,502 | 2025-03 → 2025-04 |
| HRI | Herc Holdings Inc. Common Stock (HRI) | Business Services | 3 | 1 / 2 | $97,502 | 2025-03 → 2025-04 |
| LGIH | LGI Homes, Inc. - Common Stock (LGIH) | Construction | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-04 |
| SLB | Schlumberger N.V. | Oil & Gas | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-04 |
| WY | Weyerhaeuser Company Common Stock (WY) | Investment Funds | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-04 |
| CLX | Clorox Company (CLX) | Chemicals | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| KEYS | Keysight Technologies Inc. Common Stock | Medical Devices | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| BC | Brunswick Corporation Common Stock (BC) | — | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-04 |
| HOG | Harley-Davidson, Inc. Common Stock (HOG) | Industrials | 3 | 1 / 2 | $97,502 | 2025-02 → 2025-04 |
| OXY | Occidental Petroleum Corporation Common… | Oil & Gas | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-04 |
| PLD | Prologis Inc | Investment Funds | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-04 |
| QCOM | QUALCOMM Incorporated - Common Stock (Q… | Electronics | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-04 |
| RGLD | Royal Gold, Inc. - Common Stock (RGLD) | Investment Funds | 2 | 2 / 0 | $65,001 | 2025-02 → 2025-04 |
| SNDK | Sandisk Corporation - Common Stock When… | Technology Hardware | 2 | 0 / 1 | $40,501 | 2025-02 → 2025-04 |
| PYPL | Paypal Holdings | Business Services | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-04 |
| TGT | Target Corp | Retail & Consumer | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-04 |
| VST | Vistra Corp. Common Stock (VST) | Utilities | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-04 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-04 |
| VLO | Valero Energy Corp | Oil & Gas | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-04 |
| ALB | Albemarle Corporation Common Stock (ALB) | Chemicals | 1 | 1 / 0 | $32,501 | 2025-04 → 2025-04 |
| AVB | AvalonBay Communities, Inc. Common Stoc… | Investment Funds | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| CTAS | Cintas Corporation - Common Stock | Consumer Goods | 1 | 1 / 0 | $75,001 | 2025-04 → 2025-04 |
| CFG | Citizens Financial Group, Inc. Common S… | Banking | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| DFS | Discover Financial Services Common Stoc… | — | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| FCX | Freeport-McMoRan, Inc. Common Stock (FC… | Mining & Metals | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| GEN | Gen Digital Inc. - Common Stock (GEN) | Software & IT Services | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| HLT | Hilton Worldwide Holdings Inc. Common S… | Consumer Services | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| IFF | International Flavors & Fragrances, Inc… | Chemicals | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| LECO | Lincoln Electric Holdings, Inc. - Commo… | — | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| MCHP | Microchip Technology Incorporated - Com… | Semiconductors | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| MU | Micron Technology | Semiconductors | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| MS | Morgan Stanley Common Stock (MS) | Capital Markets | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| PEP | Pepsico Inc | Food & Beverage | 1 | 1 / 0 | $32,501 | 2025-04 → 2025-04 |
| PSX | Phillips 66 | Oil & Gas | 1 | 1 / 0 | $32,501 | 2025-04 → 2025-04 |
| REGN | Regeneron Pharmaceuticals, Inc. - Commo… | Pharmaceuticals & Biotech | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| RGEN | Repligen Corporation - Common Stock (RG… | Pharmaceuticals & Biotech | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-03 |
| IEX | IDEX Corporation Common Stock | Industrials | 2 | 0 / 2 | $65,001 | 2025-02 → 2025-03 |
| NUE | Nucor Corporation Common Stock (NUE) | Mining & Metals | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-03 |
| VICR | Vicor Corporation - Common Stock (VICR) | — | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-03 |
| CZR | Caesars Entertainment, Inc. - Common St… | Consumer Services | 2 | 1 / 1 | $65,001 | 2025-03 → 2025-03 |
| ACN | Accenture Plc | Business Services | 1 | 0 / 1 | $32,501 | 2025-03 → 2025-03 |
| AKAM | Akamai Technologies, Inc. - Common Stoc… | Business Services | 1 | 1 / 0 | $32,501 | 2025-03 → 2025-03 |
| CEG | Constellation Energy Corp | Utilities | 1 | 0 / 1 | $32,501 | 2025-03 → 2025-03 |
| DD | DuPont de Nemours, Inc. Common Stock (D… | Chemicals | 1 | 0 / 1 | $32,501 | 2025-03 → 2025-03 |
| ITT | ITT Inc. Common Stock (ITT) | Industrials | 1 | 0 / 1 | $32,501 | 2025-03 → 2025-03 |
| LAZ | Lazard, Inc. Common Stock (LAZ) | — | 1 | 0 / 1 | $32,501 | 2025-03 → 2025-03 |
| NKE | Nike Inc | Materials | 1 | 0 / 1 | $32,501 | 2025-03 → 2025-03 |
| NOW | ServiceNow, Inc. Common Stock (NOW) | Software & IT Services | 1 | 0 / 1 | $75,001 | 2025-03 → 2025-03 |
| SPG | Simon Property Group, Inc. Common Stock… | Investment Funds | 1 | 0 / 1 | $75,001 | 2025-03 → 2025-03 |
| RLI | RLI Corp. Common Stock (RLI) | Insurance | 1 | 0 / 1 | $32,501 | 2025-03 → 2025-03 |
| NVT | nVent Electric plc Ordinary Shares (NVT) | Industrials | 2 | 1 / 1 | $65,001 | 2025-02 → 2025-03 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 1 | 0 / 1 | $32,501 | 2025-03 → 2025-03 |
| PCVX | Vaxcyte, Inc. - Common Stock (PCVX) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $32,501 | 2025-03 → 2025-03 |
| VSH | Vishay Intertechnology, Inc. Common Sto… | — | 1 | 0 / 1 | $32,501 | 2025-03 → 2025-03 |
| HOPE | Hope Bancorp, Inc. - Common Stock (HOPE) | — | 1 | 0 / 1 | $32,501 | 2025-02 → 2025-02 |
| MRP | Millrose Properties, Inc. Class A Commo… | — | 2 | 0 / 1 | $16,001 | 2025-02 → 2025-02 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 1 | 1 / 0 | $32,501 | 2025-02 → 2025-02 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | -1.3% | 406 | $22,293,203 |
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 |
|---|---|---|---|---|---|---|
| 2026-05-20 | — | Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 | buy | $1,000,001 – $5,000,000 | self | record |
| 2026-05-20 | — | JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 | buy | $5,000,001 – $25,000,000 | self | record |
| 2026-02-17 | — | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | buy | $1,000,001 – $5,000,000 | self | record |
| 2026-02-17 | — | Prudential RILA - 10% Buffer 3-year S&P 500 Index | buy | $1,000,001 – $5,000,000 | self | record |
| 2026-02-17 | — | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | buy | $1,000,001 – $5,000,000 | self | record |
| 2026-02-09 | — | Brighthouse Buffered Annuity S&P 500 Trigger Rate | sell | $5,000,001 – $25,000,000 | self | record |
| 2026-02-09 | — | Brighthouse Buffered Annuity Russell 2000 Cap Rate | sell | $5,000,001 – $25,000,000 | self | record |
| 2025-12-30 | — | JP Morgan 3-year auto callable buffer note | buy | $5,000,001 – $25,000,000 | self | record |
| 2025-12-30 | — | JP Morgan 3-year auto callable buffer note | buy | $5,000,001 – $25,000,000 | self | record |
| 2025-12-30 | — | JP Morgan 3-year auto callable buffer note | buy | $5,000,001 – $25,000,000 | self | record |
| 2025-12-30 | — | JP Morgan 3-year one-time callable barrier note | buy | $5,000,001 – $25,000,000 | self | record |
| 2025-12-30 | — | JP Morgan 3-year auto callable buffer note | buy | $5,000,001 – $25,000,000 | self | record |
| 2025-12-29 | — | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | buy | $5,000,001 – $25,000,000 | self | record |
| 2025-12-29 | — | Prudential RILA - 10% Buffer 3-year S&P 500 Index | buy | $5,000,001 – $25,000,000 | self | record |
| 2025-12-29 | — | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | buy | $5,000,001 – $25,000,000 | self | record |
| 2025-11-13 | — | JP Morgan 5 year Barrier Note INDU/NDX/RTY | buy | $5,000,001 – $25,000,000 | self | record |
| 2025-11-13 | — | Bank of Montreal 13-Month Digital Buffer Note | buy | $5,000,001 – $25,000,000 | self | record |
| 2025-05-13 | — | Wells Fargo 6.491 10/23/34 '33 MTN | sell | $50,001 – $100,000 | self | record |
| 2025-05-13 | — | Wells Fargo 5.574 07/25/29 '28 Mtn | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Washington Cnty Tenn 4.0000 2027- 06-01 | sell | $50,001 – $100,000 | self | record |
| 2025-05-13 | — | Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 | sell | $50,001 – $100,000 | self | record |
| 2025-05-13 | — | Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Texas Tech Univ Revs 5.000 2029- 02-15 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | otsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | South Jordan Utah Sales Tax Rev 5.00 2028-8-15 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Sherman Tex 5.0000 2025-08-15 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Port Tacoma Wash Rev 4.0000 2025- 12-01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | PNC Finl Svc 6.875 10/20/34 '33 FRN | sell | $50,001 – $100,000 | self | record |
| 2025-05-13 | — | Oviedo FLA Util Rev 5.0000 2032-10- 01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Oregon St 5.0000 2028-12-01 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | New York NY 5.0000 2033-08-01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | New York NY 5.0000 2028-08-01 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Minnesota St 5.00000 2025-08-01 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Minnesota ST 5.00 2025-08-01 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Memphis TN 5.0000 2032-05-01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Maryland St Dept Transn Cons Transn 5.000 2029-09-01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Las Vegas Nev 4.000 2027-06-01 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Laredo TEX 5.000 2031-2-15/ 516824JB6 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Lakewood Ohio City Sch Dist 5.0000 2025-12-01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Kansas City MO 4.0000 2030-02-01 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | JP Morgan 4.912 7-25-33 '32/ 46647PDH6 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Houston Tex 5.000 2031-03-01/ 4423315C4 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Grand Praire Tex 5.0000 2032-02-15 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | General Motors Financial Company Inc 2.35 2031-01-08 | sell | $50,001 – $100,000 | self | record |
| 2025-05-13 | — | Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Florida St Dept Environmental Protn | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | District Columbia Income Tax Rev 5.000 2032-03-01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Denton Tex Indpt Sch Dist 5.0000 2029-08-15 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Denton Tex 5.0000 2029-02-15 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Denton Cnty Tex 4.0000 2029-07-15 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15 | sell | $1,001 – $15,000 | self | record |
| 2025-05-13 | — | Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Comcast 6.50% maturing 11/15/35 | sell | $15,001 – $50,000 | self | record |
| 2025-05-13 | — | Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 | sell | $1,001 – $15,000 | self | record |
| 2025-05-12 | ZM | Zoom Communications, Inc. - Class A Common Stock (ZM) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | ZTS | Zoetis Inc. Class A Common Stock (ZTS) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | WDAY | Workday, Inc. - Class A Common Stock (WDAY) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | WMB | Williams Companies, Inc. (WMB) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | WDC | Western Digital Corporation - Common Stock (WDC) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | WELL | Welltower Inc. Common Stock (WELL) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | WFC | Wells Fargo & Company Common Stock (WFC) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | WBD | Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | DIS | Walt Disney Company (DIS) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | WMT | Walmart Inc. Common Stock (WMT) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | V | Visa Inc. (V) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | VRTX | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | VZ | Verizon Communications Inc. Common Stock (VZ) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | UVSP | Univest Financial Corporation - Common Stock (UVSP) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | UCB | United Community Banks, Inc. Common Stock (UCB) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | UNP | Union Pacific Corporation Common Stock (UNP) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | UBER | Uber Technologies, Inc. Common Stock (UBER) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | TDG | Transdigm Group Incorporated Common Stock (TDG) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | TT | Trane Technologies plc (TT) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | TJX | TJX Companies, Inc. (TJX) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | SJM | The J.M. Smucker Company Common Stock (SJM) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CI | The Cigna Group Common Stock (CI) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CG | The Carlyle Group Inc. - Common Stock (CG) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | TSLA | Tesla, Inc. - Common Stock (TSLA) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | TTWO | Take-Two Interactive Software, Inc. - Common Stock (TTWO) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | SYY | Sysco Corporation Common Stock (SYY) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | SNPS | Synopsys, Inc. - Common Stock (SNPS) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | SYK | Stryker Corporation Common Stock (SYK) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | SPOT | otify Technology S.A. Ordinary Shares (SPOT) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | SNOW | Snowflake Inc. Class A Common Stock (SNOW) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | SHW | Sherwin-Williams Company (SHW) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | SNDR | Schneider National, Inc. Common Stock (SNDR) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | SBAC | SBA Communications Corporation - Class A Common Stock (SBAC) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | CRM | Salesforce, Inc. Common Stock (CRM) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | SPGI | S&P Global Inc. Common Stock (SPGI) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | RUSHB | Rush Enterprises, Inc. - Class B Common Stock (RUSHB) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | O | Realty Income Corporation Common Stock (O) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | RPD | Rapid7, Inc. - Common Stock (RPD) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | PWR | Quanta Services, Inc. Common Stock (PWR) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | PHM | PulteGroup, Inc. Common Stock (PHM) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | PRU | Prudential Financial, Inc. Common Stock (PRU) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | PGR | Progressive Corporation (PGR) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | PG | Procter & Gamble Company (PG) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | PRI | Primerica, Inc. Common Stock (PRI) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | ORCL | Oracle Corporation Common Stock (ORCL) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | ORI | Old Republic International Corporation Common Stock (ORI) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $15,001 – $50,000 | self | record |
| 2025-05-12 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | sell | $500,001 – $1,000,000 | self | record |
| 2025-05-12 | NI | NiSource Inc Common Stock (NI) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | NEE | NextEra Energy, Inc. Common Stock (NEE) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | NEM | Newmont Corporation (NEM) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | NFLX | Netflix, Inc. - Common Stock (NFLX) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | MSTR | MicroStrategy Incorporated - Class A Common Stock (MSTR) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $500,001 – $1,000,000 | self | record |
| 2025-05-12 | META | Meta Platforms, Inc. - Class A Common Stock (META) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | MCK | McKesson Corporation Common Stock (MCK) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | MCD | McDonald's Corporation Common Stock (MCD) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | MTCH | Match Group, Inc. - Common Stock (MTCH) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | MA | Mastercard Incorporated Common Stock (MA) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | MRVL | Marvell Technology, Inc. - Common Stock (MRVL) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | MPC | Marathon Petroleum Corporation Common Stock (MPC) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | LULU | lululemon athletica inc. - Common Stock (LULU) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | LOW | Lowe's Companies, Inc. Common Stock (LOW) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | LMT | Lockheed Martin Corporation Common Stock (LMT) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | LFUS | Littelfuse, Inc. - Common Stock (LFUS) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | LIN | Linde plc - Ordinary Shares (LIN) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | LEN | Lennar Corporation Class A Common Stock (LEN) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | LRCX | Lam Research Corporation - Common Stock (LRCX) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | KR | Kroger Company (KR) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | JNJ | Johnson & Johnson Common Stock (JNJ) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | ISRG | Intuitive Surgical, Inc. - Common Stock (ISRG) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | INTU | Intuit Inc. - Common Stock (INTU) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | IBM | International Business Machines Corporation Common Stock (IBM) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | IDA | IDACORP, Inc. Common Stock (IDA) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | HUBB | Hubbell Inc Common Stock (HUBB) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | HD | Home Depot, Inc. (HD) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | HOMB | Home BancShares, Inc. Common Stock (HOMB) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | HIW | Highwoods Properties, Inc. Common Stock (HIW) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | THG | Hanover Insurance Group Inc (THG) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | HAL | Halliburton Company Common Stock (HAL) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | GS | Goldman Sachs Group, Inc. (GS) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | GILD | Gilead Sciences, Inc. - Common Stock (GILD) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | GM | General Motors Company Common Stock (GM) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | GEV | GE Vernova Inc. Common Stock (GEV) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | GE | GE Aerospace Common Stock (GE) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | FTNT | Fortinet, Inc. - Common Stock (FTNT) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | FI | Fiserv, Inc. Common Stock (FI) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | BUSE | First Busey Corporation - Common Stock (BUSE) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | FIS | Fidelity National Information Services, Inc. Common Stock (FIS) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | XOM | Exxon Mobil Corporation Common Stock (XOM) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | EXPO | Exponent, Inc. - Common Stock (EXPO) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | EPAM | EPAM Systems, Inc. Common Stock (EPAM) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | LLY | Eli Lilly and Company Common Stock (LLY) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | ELV | Elevance Health, Inc. Common Stock (ELV) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | EW | Edwards Lifesciences Corporation Common Stock (EW) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | DASH | DoorDash, Inc. - Common Stock (DASH) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | DG | Dollar General Corporation Common Stock (DG) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | — | Discover Financial Services Common | sell | $15,001+ | self | record |
| 2025-05-12 | DXCM | DexCom, Inc. - Common Stock (DXCM) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | DVN | Devon Energy Corporation Common Stock (DVN) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | DAL | Delta Air Lines, Inc. Common Stock (DAL) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | DE | Deere & Company Common Stock (DE) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | DHR | Danaher Corporation Common Stock (DHR) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CVS | CVS Health Corporation Common Stock (CVS) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CSX | CSX Corporation (CSX) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CCI | Crown Castle Inc. Common Stock (CCI) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CTRA | Coterra Energy Inc. Common Stock (CTRA) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | COST | Costco Wholesale Corporation - Common Stock (COST) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | CSGP | CoStar Group, Inc. - Common Stock (CSGP) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | COIN | Coinbase Global, Inc. - Class A Common Stock (COIN) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | KO | Coca-Cola Company (KO) | sell | $100,001 – $250,000 | self | record |
| 2025-05-12 | CNO | CNO Financial Group, Inc. Common Stock (CNO) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CME | CME Group Inc. - Class A Common Stock (CME) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | NET | Cloudflare, Inc. Class A Common Stock (NET) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | CVX | Chevron Corporation Common Stock (CVX) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | LNG | Cheniere Energy, Inc. Common Stock (LNG) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CHTR | Charter Communications, Inc. - Class A Common Stock (CHTR) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | SCHW | Charles Schwab Corporation (SCHW) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CRL | Charles River Laboratories International, Inc. Common Stock (CRL) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CNC | Centene Corporation Common Stock (CNC) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | COR | Cencora, Inc. Common Stock (COR) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | CBOE | Cboe Global Markets, Inc. (CBOE) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | CAT | Caterpillar, Inc. Common Stock (CAT) | sell | $15,001 – $50,000 | self | record |
| 2025-05-12 | CWST | Casella Waste Systems, Inc. - Class A Common Stock (CWST) | sell | $50,001 – $100,000 | self | record |
| 2025-05-12 | CCL | Carnival Corporation Common Stock (CCL) | sell | $15,001 – $50,000 | self | record |