Disclosed trades · 474 on record, deduplicated
Every STOCK Act periodic transaction report filed by Markwayne Mullin, one row per disclosure. Amounts are the bands the form requires — Congress never reports an exact figure. "Excess vs SPY" is the ticker's move since the trade date minus SPY's over the same span, in percentage points; it describes the stock, not the member's account.
| Trade date | Ticker | Type | Amount (band) | Owner | Filed | Gap | Excess vs SPY |
|---|---|---|---|---|---|---|---|
| 2026-02-25 | AZO | Sale (Full) | $50,001 - $100,000 | Joint | 2026-03-10 | — | — |
| 2026-02-25 | UNH | Purchase | $50,001 - $100,000 | Joint | 2026-03-10 | — | — |
| 2026-02-25 | INTU | Sale (Full) | $15,001 - $50,000 | Joint | 2026-03-10 | — | — |
| 2026-02-04 | C | Purchase | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | GS | Sale (Full) | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | IRM | Sale (Full) | $1,001 - $15,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | CRS | Purchase | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | VSEC | Purchase | $15,001 - $50,000 | — | 2026-03-02 | 26d | — |
| 2026-02-04 | COHR | Sale (Full) | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | ADBE | Purchase | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | MCK | Purchase | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | AIT | Sale (Full) | $1,001 - $15,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | LRN | Purchase | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | FCFS | Purchase | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | APG | Purchase | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | CRDO | Sale (Full) | $15,001 - $50,000 | — | 2026-03-02 | 26d | — |
| 2026-02-04 | MPWR | Purchase | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | DELL | Sale (Full) | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | MTZ | Sale (Full) | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-02-04 | AMKR | Purchase | $15,001 - $50,000 | Joint | 2026-03-02 | 26d | — |
| 2026-01-05 | VSEC VSE Corporation - Common Stock |
Purchase | $15,001 - $50,000 | Self | 2026-02-04 | 30d | — |
| 2026-01-05 | CRS Carpenter Technology Corporation Common … |
Purchase | $15,001 - $50,000 | Spouse | 2026-02-04 | 30d | — |
| 2026-01-05 | APG APi Group Corporation Common Stock |
Purchase | $15,001 - $50,000 | Spouse | 2026-02-04 | 30d | — |
| 2026-01-05 | AMKR Amkor Technology, Inc. - Common Stock |
Purchase | $15,001 - $50,000 | Spouse | 2026-02-04 | 30d | — |
| 2026-01-05 | MCK McKesson Corporation Common Stock |
Purchase | $15,001 - $50,000 | Spouse | 2026-02-04 | 30d | — |
| 2026-01-05 | MPWR Monolithic Power Systems, Inc. - Common … |
Purchase | $15,001 - $50,000 | Spouse | 2026-02-04 | 30d | — |
| 2026-01-05 | C Citigroup Inc |
Purchase | $15,001 - $50,000 | Spouse | 2026-02-04 | 30d | — |
| 2026-01-05 | LRN Stride, Inc. Common Stock |
Purchase | $15,001 - $50,000 | Spouse | 2026-02-04 | 30d | — |
| 2026-01-05 | ADBE Adobe Inc. - Common Stock |
Purchase | $15,001 - $50,000 | Spouse | 2026-02-04 | 30d | — |
| 2026-01-05 | FCFS FirstCash Holdings, Inc. - Common Stock |
Purchase | $15,001 - $50,000 | Spouse | 2026-02-04 | 30d | — |
| 2025-12-29 | COP ConocoPhillips Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | LRCX Lam Research Corporation - Common Stock |
Purchase | $50,001 - $100,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | NVDA NVIDIA Corporation - Common Stock |
Purchase | $100,001 - $250,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | AAPL Apple Inc. - Common Stock |
Purchase | $100,001 - $250,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | LLY Eli Lilly and Company Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | RTX RTX Corporation Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | JPM JP Morgan Chase & Co. Common Stock |
Purchase | $50,001 - $100,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | GOOGL Alphabet Inc. - Class A Common Stock |
Purchase | $100,001 - $250,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | INTU Intuit Inc. - Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | AXP American Express Company Common Stock |
Purchase | $1,001 - $15,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | ICE Intercontinental Exchange Inc. Common St… |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | GS Goldman Sachs Group, Inc. (The) Common S… |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | META Meta Platforms, Inc. - Class A Common St… |
Purchase | $50,001 - $100,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | AMAT Applied Materials, Inc. - Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | CVX Chevron Corporation Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | CRM Salesforce, Inc. Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | DE Deere & Company Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | MSFT Microsoft Corporation - Common Stock |
Purchase | $100,001 - $250,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | KO Coca-Cola Company (The) Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | COF Capital One Financial Corporation Common… |
Purchase | $50,001 - $100,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | BSX Boston Scientific Corporation Common Sto… |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | HD Home Depot, Inc. (The) Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | COST Costco Wholesale Corporation - Common St… |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | NOW ServiceNow, Inc. Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | MA Mastercard Incorporated Common Stock |
Purchase | $50,001 - $100,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | CAT Caterpillar, Inc. Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | ISRG Intuitive Surgical, Inc. - Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | IQV IQVIA Holdings, Inc. Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | AMZN Amazon.com, Inc. - Common Stock |
Purchase | $100,001 - $250,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | HLT Hilton Worldwide Holdings Inc. Common St… |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-29 | ELV Elevance Health, Inc. Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2026-01-16 | 18d | — |
| 2025-12-18 | DELL Dell Technologies Inc |
Sale | $15,001 - $50,000 | Self | 2026-01-13 | — | — |
| 2025-12-18 | AIT Applied Industrial Technologies Inc |
Sale | $15,001 - $50,000 | Spouse | 2026-01-13 | — | — |
| 2025-12-18 | GS The Goldman Sachs Group Inc |
Sale | $15,001 - $50,000 | Self | 2026-01-13 | — | — |
| 2025-12-18 | COHR Coherent Corp |
Sale | $15,001 - $50,000 | Spouse | 2026-01-13 | — | — |
| 2025-12-18 | MTZ MasTec Inc |
Sale | $15,001 - $50,000 | Spouse | 2026-01-13 | — | — |
| 2025-12-18 | LRN Stride Inc |
Sale | $1,001 - $15,000 | Spouse | 2026-01-13 | — | — |
| 2025-12-18 | PRMW Primo Water Corp |
Sale | $1,001 - $15,000 | Self | 2026-01-13 | — | — |
| 2025-12-18 | GS Goldman Sachs Group, Inc. (The) Common S… |
Sale (Full) | $15,001 - $50,000 | Spouse | 2026-01-13 | 26d | — |
| 2025-12-18 | IRM Iron Mountain Inc |
Sale (Full) | $15,001 - $50,000 | Spouse | 2026-01-13 | 26d | — |
| 2025-12-18 | AIT Applied Industrial Technologies, Inc. Co… |
Sale (Full) | $15,001 - $50,000 | Self | 2026-01-13 | 26d | — |
| 2025-12-18 | DELL Dell Technologies Inc. Class C Common St… |
Sale (Full) | $15,001 - $50,000 | Spouse | 2026-01-13 | 26d | — |
| 2025-12-18 | IRM Iron Mountain Inc |
Sale (Full) | $1,001 - $15,000 | Self | 2026-01-13 | 26d | — |
| 2025-12-18 | COHR Coherent Corp. Common Stock |
Sale (Full) | $15,001 - $50,000 | Self | 2026-01-13 | 26d | — |
| 2025-12-18 | CRDO Credo Technology Group Holding Ltd |
Sale (Full) | $15,001 - $50,000 | Spouse | 2026-01-13 | 26d | — |
| 2025-12-18 | PRMB Primo Brands Corporation Class A Common … |
Sale (Full) | $1,001 - $15,000 | Spouse | 2026-01-13 | 26d | — |
| 2025-12-18 | MTZ MasTec, Inc. Common Stock |
Sale (Full) | $15,001 - $50,000 | Self | 2026-01-13 | 26d | — |
| 2025-12-18 | LRN Stride, Inc. Common Stock |
Sale (Full) | $1,001 - $15,000 | Self | 2026-01-13 | 26d | — |
| 2025-12-17 | PRMW Primo Water Corp |
Sale | $1,001 - $15,000 | Joint | 2026-01-13 | — | — |
| 2025-12-17 | PRMB Primo Brands Corporation Class A Common … |
Sale (Full) | $1,001 - $15,000 | Joint | 2026-01-13 | 27d | — |
| 2025-11-10 | COF Capital One Financial Corporation Common… |
Purchase | $50,001 - $100,000 | Joint | 2025-12-05 | 25d | — |
| 2025-11-10 | ZTS Zoetis Inc. Class A Common Stock |
Sale (Full) | $15,001 - $50,000 | Joint | 2025-12-05 | 25d | — |
| 2025-11-10 | CSX CSX Corporation - Common Stock |
Sale (Full) | $15,001 - $50,000 | Joint | 2025-12-05 | 25d | — |
| 2025-11-10 | PNR Pentair plc. Ordinary Share |
Purchase | $15,001 - $50,000 | Joint | 2025-12-05 | 25d | — |
| 2025-11-03 | BRK/B Berkshire Hathaway Inc |
Sale | $15,001 - $50,000 | Joint | 2025-11-21 | — | — |
| 2025-11-03 | TMUS T-Mobile US, Inc. - Common Stock |
sale | $50,001 - $100,000 | Joint | 2025-11-21 | 18d | — |
| 2025-11-03 | BRK.B Berkshire Hathaway Cl B |
sale | $15,001 - $50,000 | Joint | 2025-11-21 | 18d | — |
| 2025-11-03 | FI Fiserv Inc |
sale | $15,001 - $50,000 | Joint | 2025-11-21 | 18d | — |
| 2025-11-03 | CMG Chipotle Mexican Grill, Inc. Common Stoc… |
sale | $15,001 - $50,000 | Joint | 2025-11-21 | 18d | — |
| 2025-11-03 | TMUS T-Mobile US, Inc. - Common Stock |
Sale (Full) | $50,001 - $100,000 | — | 2025-11-21 | 18d | — |
| 2025-11-03 | MSFT Microsoft Corp |
Purchase | $250,001 - $500,000 | — | 2025-11-21 | 18d | — |
| 2025-11-03 | CMG Chipotle Mexican Grill, Inc. Common Stoc… |
Sale (Full) | $15,001 - $50,000 | — | 2025-11-21 | 18d | — |
| 2025-11-03 | BRK.B Berkshire Hathaway Cl B |
Sale (Full) | $15,001 - $50,000 | — | 2025-11-21 | 18d | — |
| 2025-11-03 | FI Fiserv Inc |
Sale (Full) | $15,001 - $50,000 | — | 2025-11-21 | 18d | — |
| 2025-09-24 | ACN Accenture Plc |
sale | $15,001 - $50,000 | — | 2025-10-01 | 7d | — |
| 2025-09-24 | IHF iShares U.S. Health Care Providers ETF |
sale | $15,001 - $50,000 | — | 2025-10-01 | 7d | — |
| 2025-09-24 | TXN Texas Instruments Incorporated - Common … |
sale | $15,001 - $50,000 | — | 2025-10-01 | 7d | — |
| 2025-09-24 | ADBE Adobe Systems Inc |
sale | $15,001 - $50,000 | — | 2025-10-01 | 7d | — |
| 2025-09-24 | TXN Texas Instruments Incorporated - Common … |
Sale (Full) | $15,001 - $50,000 | Joint | 2025-10-01 | 7d | — |
| 2025-09-24 | ACN Accenture Plc |
Sale (Full) | $15,001 - $50,000 | Joint | 2025-10-01 | 7d | — |
| 2025-09-24 | NOW ServiceNow, Inc. Common Stock |
Purchase | $1,001 - $15,000 | Joint | 2025-10-01 | 7d | — |
| 2025-09-24 | UNH Unitedhealth Group Inc |
Purchase | $15,001 - $50,000 | Joint | 2025-10-01 | 7d | — |
| 2025-09-24 | ADBE Adobe Systems Inc |
Sale (Full) | $15,001 - $50,000 | Joint | 2025-10-01 | 7d | — |
| 2025-09-24 | ISRG Intuitive Surgical, Inc. - Common Stock |
Purchase | $50,001 - $100,000 | Joint | 2025-10-01 | 7d | — |
| 2025-09-24 | IHF iShares U.S. Health Care Providers ETF |
Sale (Full) | $15,001 - $50,000 | Joint | 2025-10-01 | 7d | — |
| 2025-09-24 | INTU Intuit Inc. - Common Stock |
Purchase | $15,001 - $50,000 | Joint | 2025-10-01 | 7d | — |
| 2025-09-23 | WAB Wabtec Corp |
sale | $15,001 - $50,000 | Spouse | 2025-10-01 | 8d | — |
| 2025-09-23 | WAB Wabtec Corp |
sale | $1,001 - $15,000 | Joint | 2025-10-01 | 8d | — |
| 2025-09-23 | WAB Wabtec Corp |
Sale (Full) | $1,001 - $15,000 | — | 2025-10-01 | 8d | — |
| 2025-09-23 | WAB Wabtec Corp |
Sale (Full) | $15,001 - $50,000 | — | 2025-10-01 | 8d | — |
| 2025-08-01 | UNH UnitedHealth Group Incorporated Common S… |
sale | $15,001 - $50,000 | Joint | 2025-08-18 | 17d | — |
| 2025-08-01 | UNH UnitedHealth Group Incorporated Common S… |
Sale (Partial) | $15,001 - $50,000 | — | 2025-08-18 | 17d | — |
| 2025-05-13 | SPY SPDR S&P 500 |
sale | $500,001 - $1,000,000 | — | 2025-06-11 | 29d | — |
| 2025-05-13 | CVX Chevron Corp |
Purchase | $50,001 - $100,000 | — | 2025-06-11 | 29d | — |
| 2025-05-13 | ZTS Zoetis Inc. Class A Common Stock |
Purchase | $50,001 - $100,000 | — | 2025-06-11 | 29d | — |
| 2025-05-13 | COP Conocophillips |
Purchase | $15,001 - $50,000 | Joint | 2025-06-11 | 29d | — |
| 2025-05-13 | LPLA Lpl Financial Holdings |
Purchase | $15,001 - $50,000 | — | 2025-06-11 | 29d | — |
| 2025-05-13 | LHX L3Harris Technologies Inc |
Purchase | $15,001 - $50,000 | Joint | 2025-06-11 | 29d | — |
| 2025-05-13 | TMO Thermo Fisher Scientific Inc |
Purchase | $15,001 - $50,000 | — | 2025-06-11 | 29d | — |
| 2025-05-13 | ADBE Adobe Systems Inc |
Purchase | $15,001 - $50,000 | — | 2025-06-11 | 29d | — |
| 2025-05-13 | TXN Texas Instruments |
Purchase | $15,001 - $50,000 | — | 2025-06-11 | 29d | — |
| 2025-05-13 | VLO Valero Energy Corp |
Purchase | $50,001 - $100,000 | Joint | 2025-06-11 | 29d | — |
| 2025-05-13 | AMAT Applied Materials, Inc. - Common Stock |
Purchase | $15,001 - $50,000 | — | 2025-06-11 | 29d | — |
| 2025-05-13 | SPY SPDR S&P 500 |
Sale (Full) | $500,001 - $1,000,000 | Joint | 2025-06-11 | 29d | — |
| 2025-05-13 | CSX CSX Corp |
Purchase | $15,001 - $50,000 | Joint | 2025-06-11 | 29d | — |
| 2025-05-13 | LRCX Lam Research Corp |
Purchase | $15,001 - $50,000 | Joint | 2025-06-11 | 29d | — |
| 2025-04-08 | COP Conocophillips |
sale | $15,001 - $50,000 | — | 2025-05-12 | 34d | — |
| 2025-04-08 | LRCX Lam Research Corp |
sale | $50,001 - $100,000 | — | 2025-05-12 | 34d | — |
| 2025-04-08 | AMAT Applied Materials |
sale | $50,001 - $100,000 | — | 2025-05-12 | 34d | — |
| 2025-04-08 | ZTS Zoetis Inc Cl A |
sale | $15,001 - $50,000 | Joint | 2025-05-12 | 34d | — |
| 2025-04-08 | TMO Thermo Fisher Scientific Inc |
sale | $50,001 - $100,000 | Joint | 2025-05-12 | 34d | — |
| 2025-04-08 | ADBE Adobe Systems Inc |
sale | $15,001 - $50,000 | — | 2025-05-12 | 34d | — |
| 2025-04-08 | CSX CSX Corp |
sale | $15,001 - $50,000 | Joint | 2025-05-12 | 34d | — |
| 2025-04-08 | TXN Texas Instruments |
sale | $15,001 - $50,000 | Joint | 2025-05-12 | 34d | — |
| 2025-04-08 | VLO Valero Energy Corp |
sale | $50,001 - $100,000 | — | 2025-05-12 | 34d | — |
| 2025-04-08 | CVX Chevron Corp |
sale | $15,001 - $50,000 | Joint | 2025-05-12 | 34d | — |
| 2025-04-08 | TMO Thermo Fisher Scientific Inc |
Sale (Full) | $50,001 - $100,000 | — | 2025-05-12 | 34d | — |
| 2025-04-08 | ADBE Adobe Systems Inc |
Sale (Full) | $15,001 - $50,000 | Joint | 2025-05-12 | 34d | — |
| 2025-04-08 | COP Conocophillips |
Sale (Full) | $15,001 - $50,000 | Joint | 2025-05-12 | 34d | — |
| 2025-04-08 | AMAT Applied Materials |
Sale (Partial) | $50,001 - $100,000 | Joint | 2025-05-12 | 34d | — |
| 2025-04-08 | LRCX Lam Research Corp |
Sale (Partial) | $50,001 - $100,000 | Joint | 2025-05-12 | 34d | — |
| 2025-04-08 | CVX Chevron Corp |
Sale (Full) | $15,001 - $50,000 | — | 2025-05-12 | 34d | — |
| 2025-04-08 | TXN Texas Instruments |
Sale (Full) | $15,001 - $50,000 | — | 2025-05-12 | 34d | — |
| 2025-04-08 | VLO Valero Energy Corp |
Sale (Full) | $50,001 - $100,000 | Joint | 2025-05-12 | 34d | — |
| 2025-04-08 | CSX CSX Corp |
Sale (Full) | $15,001 - $50,000 | — | 2025-05-12 | 34d | — |
| 2025-04-08 | ZTS Zoetis Inc Cl A |
Sale (Full) | $15,001 - $50,000 | — | 2025-05-12 | 34d | — |
| 2025-03-19 | COF Capital One Financial Corp |
Purchase | $15,001 - $50,000 | — | 2025-04-13 | 25d | — |
| 2025-02-13 | BRK/B Berkshire Hathaway Inc |
Sale | $15,001 - $50,000 | Joint | 2025-02-27 | — | — |
| 2025-02-13 | DHR Danaher Corp |
sale | $15,001 - $50,000 | Joint | 2025-02-27 | 14d | — |
| 2025-02-13 | AMD Adv Micro Devices |
sale | $50,001 - $100,000 | Joint | 2025-02-27 | 14d | — |
| 2025-02-13 | HON Honeywell International Inc |
sale | $15,001 - $50,000 | Joint | 2025-02-27 | 14d | — |
| 2025-02-13 | STZ Constellation Brands Inc |
sale | $15,001 - $50,000 | Joint | 2025-02-27 | 14d | — |
| 2025-02-13 | VAW Materials ETF Vanguard |
sale | $100,001 - $250,000 | Joint | 2025-02-27 | 14d | — |
| 2025-02-13 | BRK Bershire Hathaway Cdr [Cad Hedged] |
sale | $15,001 - $50,000 | Joint | 2025-02-27 | 14d | — |
| 2025-02-13 | AMZN Amazon.com Inc |
Purchase | $15,001 - $50,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | DHR Danaher Corp |
Sale (Full) | $15,001 - $50,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | VAW Materials ETF Vanguard |
Sale (Full) | $100,001 - $250,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | IQV Iqvia Holdings Inc |
Purchase | $15,001 - $50,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | LHX L3Harris Technologies Inc |
Purchase | $15,001 - $50,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | ACN Accenture Plc |
Purchase | $50,001 - $100,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | BRK Bershire Hathaway Cdr [Cad Hedged] |
Sale (Partial) | $15,001 - $50,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | PM Philip Morris International Inc |
Purchase | $15,001 - $50,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | LPLA Lpl Financial Holdings |
Purchase | $50,001 - $100,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | HON Honeywell International Inc |
Sale (Full) | $15,001 - $50,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | STZ Constellation Brands Inc |
Sale (Partial) | $15,001 - $50,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | AMD Adv Micro Devices |
Sale (Full) | $50,001 - $100,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | TJX TJX Companies |
Purchase | $15,001 - $50,000 | — | 2025-02-27 | 14d | — |
| 2025-02-13 | MSFT Microsoft Corp |
Purchase | $50,001 - $100,000 | — | 2025-02-27 | 14d | — |
| 2025-02-03 | PRMW Primo Water Corp |
Purchase | $1,001 - $15,000 | Joint | 2025-02-27 | — | — |
| 2025-02-03 | CRDO Credo Technology Group Holding Ltd |
Purchase | $1,001 - $15,000 | — | 2025-02-27 | 24d | — |
| 2025-02-03 | MTZ Mastec Inc |
Purchase | $1,001 - $15,000 | — | 2025-02-27 | 24d | — |
| 2025-02-03 | PRMB Primo Water Corp |
Purchase | $1,001 - $15,000 | — | 2025-02-27 | 24d | — |
| 2025-02-03 | COHR Coherent Corp |
Purchase | $1,001 - $15,000 | — | 2025-02-27 | 24d | — |
| 2025-02-03 | DELL Dell Technologies Inc |
Purchase | $1,001 - $15,000 | — | 2025-02-27 | 24d | — |
| 2025-02-03 | LRN Stride Inc |
Purchase | $1,001 - $15,000 | — | 2025-02-27 | 24d | — |
| 2025-02-03 | WAB Wabtec Corp |
Purchase | $1,001 - $15,000 | — | 2025-02-27 | 24d | — |
| 2025-02-03 | IRM Iron Mountain Inc |
Purchase | $1,001 - $15,000 | — | 2025-02-27 | 24d | — |
| 2025-02-03 | GS Goldman Sachs Group |
Purchase | $1,001 - $15,000 | — | 2025-02-27 | 24d | — |
| 2025-02-03 | AIT Applied Industrial Technologies |
Purchase | $1,001 - $15,000 | — | 2025-02-27 | 24d | — |
| 2025-01-08 | VO Vanguard Mid-Cap ETF |
Sale | $15,001 - $50,000 | Joint | 2025-01-31 | — | — |
| 2025-01-08 | EZU Eurozone Ishares MSCI ETF |
sale | $15,001 - $50,000 | — | 2025-01-31 | 23d | — |
| 2025-01-08 | IEFA iShares Core MSCI EAFE ETF |
sale | $15,001 - $50,000 | — | 2025-01-31 | 23d | — |
| 2025-01-08 | ABT Abbott Laboratories |
sale | $1,001 - $15,000 | — | 2025-01-31 | 23d | — |
| 2025-01-08 | IEFA iShares Core MSCI EAFE ETF |
Sale (Partial) | $15,001 - $50,000 | — | 2025-01-31 | 23d | — |
| 2025-01-08 | EZU Eurozone Ishares MSCI ETF |
Sale (Partial) | $15,001 - $50,000 | — | 2025-01-31 | 23d | — |
| 2025-01-08 | ABT Abbott Laboratories |
Sale (Full) | $1,001 - $15,000 | — | 2025-01-31 | 23d | — |
| 2025-01-02 | PRMW Primo Water Corp |
Purchase | $15,001 - $50,000 | Spouse | 2025-01-31 | — | — |
| 2025-01-02 | COHR Coherent Corp |
Purchase | $15,001 - $50,000 | — | 2025-01-31 | 29d | — |
| 2025-01-02 | GS Goldman Sachs Group |
Purchase | $15,001 - $50,000 | — | 2025-01-31 | 29d | — |
| 2025-01-02 | PRMB Primo Brands Corporation Cl A |
Purchase | $15,001 - $50,000 | — | 2025-01-31 | 29d | — |
| 2025-01-02 | LRN Stride Inc |
Purchase | $15,001 - $50,000 | — | 2025-01-31 | 29d | — |
| 2025-01-02 | IRM Iron Mountain Inc |
Purchase | $15,001 - $50,000 | — | 2025-01-31 | 29d | — |
| 2025-01-02 | AIT Applied Industrial Technologies, Inc. Co… |
Purchase | $15,001 - $50,000 | — | 2025-01-31 | 29d | — |
| 2025-01-02 | CRDO Credo Technology Group Holding Ltd |
Purchase | $15,001 - $50,000 | — | 2025-01-31 | 29d | — |
| 2025-01-02 | DELL Dell Technologies Inc. Class C Common St… |
Purchase | $15,001 - $50,000 | — | 2025-01-31 | 29d | — |
| 2025-01-02 | MTZ Mastec Inc |
Purchase | $15,001 - $50,000 | — | 2025-01-31 | 29d | — |
| 2025-01-02 | WAB Wabtec Corp |
Purchase | $15,001 - $50,000 | — | 2025-01-31 | 29d | — |
| 2024-12-26 | PDBC Invesco Optimum Yield Diversified Commod… |
sale | $250,001 - $500,000 | — | 2025-01-03 | 8d | — |
| 2024-12-26 | VNQ Vanguard Real Estate ETF |
Purchase | $1,001 - $15,000 | — | 2025-01-03 | 8d | — |
| 2024-12-26 | IEMG iShares Core MSCI Emerging Markets ETF |
Purchase | $50,001 - $100,000 | — | 2025-01-03 | 8d | — |
| 2024-12-26 | PDBC Invesco Optimum Yield Diversified Commod… |
Sale (Full) | $250,001 - $500,000 | — | 2025-01-03 | 8d | — |
| 2024-12-26 | CFSSX Column Small Cap Select Fund |
Purchase | $100,001 - $250,000 | — | 2025-01-03 | 8d | — |
| 2024-12-26 | PCLPX Pimco Commoditiesplus Strategy Fund Clas… |
Purchase | $250,001 - $500,000 | — | 2025-01-03 | 8d | — |
| 2024-12-26 | GICIX Goldman Sachs Intl Small Cap Insights Fd… |
Purchase | $50,001 - $100,000 | — | 2025-01-03 | 8d | — |
| 2024-12-18 | LRN Stride, Inc. Common Stock |
sale | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | LRN Stride Inc |
sale | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | CYBR CyberArk Software Ltd. - Ordinary Shares |
sale | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | GS Goldman Sachs Group |
sale | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | ETN Eaton Corp |
sale | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | FRPT Freshpet, Inc. - Common Stock |
sale | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | ETN Eaton Corp |
sale | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | GS Goldman Sachs Group |
sale | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | ELF E.L.F. Beauty Inc |
sale | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | OLLI Ollie's Bargain Outlet Holdings, Inc. - … |
sale | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | BMI Badger Meter, Inc. Common Stock |
sale | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | CYBR CyberArk Software Ltd. - Ordinary Shares |
sale | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | BMI Badger Meter, Inc. Common Stock |
sale | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | SFM Sprouts Farmers Market, Inc. - Common St… |
sale | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | AXON Axon Enterprise Inc |
sale | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | BMI Badger Meter, Inc. Common Stock |
Sale (Full) | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | ETN Eaton Corp |
Sale (Full) | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | OLLI Ollie's Bargain Outlet Holdings, Inc. - … |
Sale (Full) | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | FRPT Freshpet, Inc. - Common Stock |
Sale (Full) | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | GS Goldman Sachs Group |
Sale (Full) | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | AXON Axon Enterprise Inc |
Sale (Full) | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | SFM Sprouts Farmers Market, Inc. - Common St… |
Sale (Full) | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | CYBR CyberArk Software Ltd. - Ordinary Shares |
Sale (Full) | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | LRN Stride Inc |
Sale (Full) | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | LRN Stride, Inc. Common Stock |
Sale (Full) | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | CYBR CyberArk Software Ltd. - Ordinary Shares |
Sale (Full) | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | ELF E.L.F. Beauty Inc |
Sale (Full) | $1,001 - $15,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | GS Goldman Sachs Group |
Sale (Full) | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | ETN Eaton Corp |
Sale (Full) | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-18 | BMI Badger Meter, Inc. Common Stock |
Sale (Full) | $15,001 - $50,000 | — | 2024-12-31 | 13d | — |
| 2024-12-11 | PEP PepsiCo, Inc. - Common Stock |
sale | $15,001 - $50,000 | — | 2024-12-31 | 20d | — |
| 2024-12-11 | ABT Abbott Laboratories Common Stock |
sale | $15,001 - $50,000 | — | 2024-12-31 | 20d | — |
| 2024-12-11 | PEP PepsiCo, Inc. - Common Stock |
Sale (Full) | $15,001 - $50,000 | — | 2024-12-31 | 20d | — |
| 2024-12-11 | AMAT Applied Materials, Inc. - Common Stock |
Purchase | $15,001 - $50,000 | — | 2024-12-31 | 20d | — |
| 2024-12-11 | ABT Abbott Laboratories Common Stock |
Sale (Partial) | $15,001 - $50,000 | — | 2024-12-31 | 20d | — |
| 2024-12-11 | LLY Eli Lilly and Company Common Stock |
Purchase | $50,001 - $100,000 | — | 2025-08-12 | 244d | — |
| 2024-11-27 | IEMG iShares Core MSCI Emerging Markets ETF |
Purchase | $1,001 - $15,000 | — | 2024-12-19 | 22d | — |
| 2024-11-27 | IEFA iShares Core MSCI EAFE ETF |
Purchase | $100,001 - $250,000 | — | 2024-12-19 | 22d | — |
| 2024-11-27 | EZU iShares MSCI Eurozone ETF |
Purchase | $100,001 - $250,000 | — | 2024-12-19 | 22d | — |
| 2024-11-12 | VRIG Invesco Actively Managed Exchange-Traded… |
Purchase | $15,001 - $50,000 | Joint | 2024-12-03 | — | — |
| 2024-11-12 | PCLPX PIMCO COMMODITIES PLUS STRATEGY FUND |
Purchase | $15,001 - $50,000 | Joint | 2025-08-13 | — | — |
| 2024-11-12 | PDBC Invesco Optimum Yield Diversified Commod… |
Sale | $15,001 - $50,000 | Joint | 2025-08-13 | — | — |
| 2024-11-12 | PCLPX Pimco Commoditiesplus Strategy Fund Clas… |
sale | $15,001 - $50,000 | — | 2024-12-03 | 21d | — |
| 2024-11-12 | PCLPX Pimco Commoditiesplus Strategy Fund Clas… |
Sale (Partial) | $15,001 - $50,000 | — | 2024-12-03 | 21d | — |
| 2024-10-29 | VRIG Invesco Actively Managed Exchange-Traded… |
Purchase | $250,001 - $500,000 | Joint | 2024-12-03 | — | — |
| 2024-10-29 | PCLPX PIMCO COMMODITIES PLUS STRATEGY FUND |
Purchase | $250,001 - $500,000 | Joint | 2025-08-13 | — | — |
| 2024-10-29 | PDBC Invesco Optimum Yield Diversified Commod… |
Sale | $250,001 - $500,000 | Joint | 2025-08-13 | — | — |
| 2024-10-29 | HIYS Invesco Actively Managed Exchange-Traded… |
Purchase | $250,001 - $500,000 | — | 2024-12-03 | 35d | — |
| 2024-08-20 | SBUX Starbucks Corp |
sale | $15,001 - $50,000 | — | 2024-09-19 | 30d | — |
| 2024-08-20 | EW Edwards Lifesciences Corp |
sale | $15,001 - $50,000 | — | 2024-09-19 | 30d | — |
| 2024-08-20 | TJX TJX Companies, Inc. (The) Common Stock |
Purchase | $15,001 - $50,000 | — | 2024-09-19 | 30d | — |
| 2024-08-20 | IQV Iqvia Holdings Inc |
Purchase | $15,001 - $50,000 | — | 2024-09-19 | 30d | — |
| 2024-08-20 | EW Edwards Lifesciences Corp |
Sale (Partial) | $15,001 - $50,000 | — | 2024-09-19 | 30d | — |
| 2024-08-20 | SBUX Starbucks Corp |
Sale (Partial) | $15,001 - $50,000 | — | 2024-09-19 | 30d | — |
| 2024-07-30 | LRN Stride, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2024-12-31 | 154d | — |
| 2024-06-13 | IWB Russell 1000 Ishares ETF |
sale | $500,001 - $1,000,000 | — | 2024-07-12 | 29d | — |
| 2024-06-13 | IWB Russell 1000 Ishares ETF |
Sale (Partial) | $500,001 - $1,000,000 | — | 2024-07-12 | 29d | — |
| 2024-06-12 | NKE Nike, Inc. Common Stock |
sale | $15,001 - $50,000 | — | 2024-07-12 | 30d | — |
| 2024-06-12 | CMCSA Comcast Corporation - Class A Common Sto… |
sale | $15,001 - $50,000 | — | 2024-07-12 | 30d | — |
| 2024-06-12 | IWB Russell 1000 Ishares ETF |
sale | $50,001 - $100,000 | — | 2024-07-12 | 30d | — |
| 2024-06-12 | PH Parker-Hannifin Corporation Common Stock |
Purchase | $15,001 - $50,000 | — | 2024-07-12 | 30d | — |
| 2024-06-12 | CMCSA Comcast Corporation - Class A Common Sto… |
Sale (Partial) | $15,001 - $50,000 | — | 2024-07-12 | 30d | — |
| 2024-06-12 | IWB Russell 1000 Ishares ETF |
Sale (Partial) | $50,001 - $100,000 | — | 2024-07-12 | 30d | — |
| 2024-06-12 | NKE Nike, Inc. Common Stock |
Sale (Partial) | $15,001 - $50,000 | — | 2024-07-12 | 30d | — |
| 2024-05-08 | PIMCO COMMODITIES PL PIMCO COMMODITIES PLUS STRATEGY FUND |
Sale (Partial) | $15,001 - $50,000 | Joint | 2024-06-07 | — | — |
| 2024-05-08 | IWB iShares Russell 1000 ETF |
sale | $100,001 - $250,000 | — | 2024-06-07 | 30d | — |
| 2024-05-08 | IWB iShares Russell 1000 ETF |
Sale (Partial) | $100,001 - $250,000 | — | 2024-06-07 | 30d | — |
| 2024-05-07 | ISHARES TR RUSSELL 1 Ishares TR Russell 1000 ETF |
Sale (Partial) | $50,001 - $100,000 | Joint | 2024-06-06 | — | — |
| 2024-04-03 | ZTS Zoetis Inc |
Sale | $1,001 - $15,000 | Spouse | 2025-08-12 | — | — |
| 2024-04-03 | ZTS Zoetis Inc. Class A Common Stock |
sale | $1,001 - $15,000 | — | 2024-05-01 | 28d | — |
| 2024-04-03 | ZTS Zoetis Inc. Class A Common Stock |
Sale (Partial) | $1,001 - $15,000 | — | 2024-05-02 | 29d | — |
| 2024-01-04 | EXLS ExlService Holdings Inc |
Sale | $1,001 - $15,000 | Spouse | 2025-08-13 | — | — |
| 2024-01-04 | CELH CELSIUS HOLDINGS INC |
Sale | $1,001 - $15,000 | Spouse | 2025-08-13 | — | — |
| 2024-01-04 | CTVA Corteva Inc |
Sale | $1,001 - $15,000 | Spouse | 2025-08-13 | — | — |
| 2024-01-04 | PYPL PayPal Holdings Inc |
Sale | $1,001 - $15,000 | Spouse | 2025-08-13 | — | — |
| 2024-01-04 | INST Instructure Holdings Inc |
Sale | $1,001 - $15,000 | Spouse | 2025-08-13 | — | — |
| 2024-01-04 | FN FABRINET |
Sale | $1,001 - $15,000 | Spouse | 2025-08-13 | — | — |
| 2024-01-04 | SHOP Shopify Inc |
Sale | $1,001 - $15,000 | Spouse | 2025-08-13 | — | — |
| 2024-01-04 | HUBB Hubbell Inc |
Sale | $1,001 - $15,000 | Spouse | 2025-08-13 | — | — |
| 2024-01-04 | FCFS FirstCash Holdings Inc |
Sale | $1,001 - $15,000 | Spouse | 2025-08-13 | — | — |
| 2024-01-04 | PODD Insulet Corp |
Sale | $1,001 - $15,000 | Spouse | 2025-08-13 | — | — |
| 2024-01-04 | FN Fabrinet |
sale | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | PODD Insulet Corporation - Common Stock |
sale | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | FCFS FirstCash Holdings, Inc. - Common Stock |
sale | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | SHOP Shopify Inc |
sale | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | PYPL PayPal Holdings, Inc. - Common Stock |
sale | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | CELH Celsius Holdings, Inc. - Common Stock |
sale | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | CTVA Corteva, Inc. Common Stock |
sale | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | HUBB Hubbell Inc Common Stock |
sale | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | INST Instructure Holdings, Inc. Common Stock |
sale | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | EXLS ExlService Holdings, Inc. - Common Stock |
sale | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | PYPL PayPal Holdings, Inc. - Common Stock |
Sale (Full) | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | SHOP Shopify Inc |
Sale (Full) | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | OLLI Ollie's Bargain Outlet Holdings, Inc. - … |
Purchase | $1,001 - $15,000 | — | 2024-01-26 | 22d | — |
| 2024-01-04 | FCFS FirstCash Holdings, Inc. - Common Stock |
Sale (Full) | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | CTVA Corteva, Inc. Common Stock |
Sale (Full) | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | PODD Insulet Corporation - Common Stock |
Sale (Full) | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | ZTS Zoetis Inc. Class A Common Stock |
Purchase | $1,001 - $15,000 | — | 2024-01-26 | 22d | — |
| 2024-01-04 | BMI Badger Meter, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2024-01-26 | 22d | — |
| 2024-01-04 | ETN Eaton Corp |
Purchase | $1,001 - $15,000 | — | 2024-01-26 | 22d | — |
| 2024-01-04 | CELH Celsius Holdings, Inc. - Common Stock |
Sale (Full) | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | HUBB Hubbell Inc Common Stock |
Sale (Full) | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | INST Instructure Holdings, Inc. Common Stock |
Sale (Full) | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | AXON Axon Enterprise Inc |
Purchase | $1,001 - $15,000 | — | 2024-01-26 | 22d | — |
| 2024-01-04 | CYBR CyberArk Software Ltd. - Ordinary Shares |
Purchase | $1,001 - $15,000 | — | 2024-01-26 | 22d | — |
| 2024-01-04 | FRPT Freshpet, Inc. - Common Stock |
Purchase | $1,001 - $15,000 | — | 2024-01-26 | 22d | — |
| 2024-01-04 | ELF E.L.F. Beauty Inc |
Purchase | $1,001 - $15,000 | — | 2024-01-26 | 22d | — |
| 2024-01-04 | FN Fabrinet |
Sale (Full) | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-04 | SFM Sprouts Farmers Market |
Purchase | $1,001 - $15,000 | — | 2024-01-26 | 22d | — |
| 2024-01-04 | GS Goldman Sachs Group, Inc. (The) Common S… |
Purchase | $1,001 - $15,000 | — | 2024-01-26 | 22d | — |
| 2024-01-04 | EXLS ExlService Holdings, Inc. - Common Stock |
Sale (Full) | $1,001 - $15,000 | — | 2025-08-12 | 586d | — |
| 2024-01-02 | META Meta Platforms Inc |
Purchase | $15,001 - $50,000 | — | 2024-01-26 | 24d | — |
| 2024-01-02 | LRCX Lam Research Corp |
Purchase | $15,001 - $50,000 | — | 2024-01-26 | 24d | — |
| 2024-01-02 | AMAT Applied Materials, Inc. - Common Stock |
Purchase | $15,001 - $50,000 | — | 2024-01-26 | 24d | — |
| 2024-01-02 | AMD Advanced Micro Devices, Inc. - Common St… |
Purchase | $15,001 - $50,000 | — | 2024-01-26 | 24d | — |
| 2024-01-02 | ADBE Adobe Systems Inc |
Purchase | $15,001 - $50,000 | — | 2024-01-26 | 24d | — |
| 2024-01-02 | AAPL Apple Inc. - Common Stock |
Purchase | $50,001 - $100,000 | — | 2024-01-26 | 24d | — |
| 2024-01-02 | NVDA NVIDIA Corporation - Common Stock |
Purchase | $15,001 - $50,000 | — | 2024-01-26 | 24d | — |
| 2023-12-22 | PYPL PayPal Holdings Inc |
Sale | $1,001 - $15,000 | Self | 2025-08-13 | — | — |
| 2023-12-22 | CELH CELSIUS HOLDINGS INC |
Sale | $1,001 - $15,000 | Self | 2025-08-13 | — | — |
| 2023-12-22 | PODD Insulet Corp |
Sale | $1,001 - $15,000 | Self | 2025-08-13 | — | — |
| 2023-12-22 | FCFS FirstCash Holdings Inc |
Sale | $1,001 - $15,000 | Self | 2025-08-13 | — | — |
| 2023-12-22 | EXLS ExlService Holdings Inc |
Sale | $1,001 - $15,000 | Self | 2025-08-13 | — | — |
| 2023-12-22 | SHOP Shopify Inc |
Sale | $1,001 - $15,000 | Self | 2025-08-13 | — | — |
| 2023-12-22 | FN FABRINET |
Sale | $1,001 - $15,000 | Self | 2025-08-13 | — | — |
| 2023-12-22 | HUBB Hubbell Inc |
Sale | $1,001 - $15,000 | Self | 2025-08-13 | — | — |
| 2023-12-22 | CTVA Corteva Inc |
Sale | $1,001 - $15,000 | Self | 2025-08-13 | — | — |
| 2023-12-22 | INST Instructure Holdings Inc |
Sale | $1,001 - $15,000 | Self | 2025-08-13 | — | — |
| 2023-12-22 | CELH Celsius Holdings Inc |
sale | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | INST Instructure Holdings Inc |
sale | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | FCFS FirstCash Holdings, Inc. - Common Stock |
sale | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | CTVA Corteva Inc |
sale | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | PODD Insulet Corp |
sale | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | HUBB Hubbell Inc Common Stock |
sale | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | SHOP Shopify Inc |
sale | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | PYPL PayPal Holdings, Inc. - Common Stock |
sale | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | EXLS ExlService Holdings, Inc. - Common Stock |
sale | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | FN Fabrinet |
sale | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | EXLS ExlService Holdings, Inc. - Common Stock |
Sale (Partial) | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | CTVA Corteva Inc |
Sale (Partial) | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | SHOP Shopify Inc |
Sale (Partial) | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | PYPL PayPal Holdings, Inc. - Common Stock |
Sale (Partial) | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | FCFS FirstCash Holdings, Inc. - Common Stock |
Sale (Partial) | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | FN Fabrinet |
Sale (Partial) | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | PODD Insulet Corp |
Sale (Partial) | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | HUBB Hubbell Inc Common Stock |
Sale (Partial) | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | CELH Celsius Holdings Inc |
Sale (Partial) | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-22 | INST Instructure Holdings Inc |
Sale (Partial) | $1,001 - $15,000 | — | 2024-01-26 | 35d | — |
| 2023-12-05 | VLTO Veralto Corp Common Stock |
sale | $1,001 - $15,000 | — | 2023-12-28 | 23d | — |
| 2023-12-05 | VLTO Veralto Corp Common Stock |
Sale (Partial) | $1,001 - $15,000 | — | 2023-12-28 | 23d | — |
| 2023-10-03 | UNH Unitedhealth Group Inc |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | AMD Advanced Micro Devices, Inc. - Common St… |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | TXN Texas Instruments Incorporated - Common … |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | SHW Sherwin-Williams Company (The) Common St… |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | GOOGL Alphabet Inc. - Class A Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | ZTS Zoetis Inc. Class A Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | BSX Boston Scientific Corporation Common Sto… |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | KO Coca-Cola Company (The) Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | AMZN Amazon.com, Inc. - Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | DE Deere & Company Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | GS Goldman Sachs Group, Inc. (The) Common S… |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | PEP PepsiCo, Inc. - Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | PANW Palo Alto Networks, Inc. - Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | ABT Abbott Laboratories Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | COP ConocoPhillips Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | EMR Emerson Electric Company |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | BLK BlackRock, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | RTX RTX Corporation Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | STZ Constellation Brands Inc |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | LLY Eli Lilly and Company Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | AZO AutoZone, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | V Visa Inc |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | SBUX Starbucks Corporation - Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | META Meta Platforms, Inc. - Class A Common St… |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | MA Mastercard Inc |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | CMG Chipotle Mexican Grill |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | MSFT Microsoft Corporation - Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | NKE Nike Inc |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | AMAT Applied Materials, Inc. - Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | LRCX Lam Research Corporation - Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | CMCSA Comcast Corporation - Class A Common Sto… |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | HON Honeywell International Inc. - Common St… |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | AXP American Express Company Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | CAT Caterpillar, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | UNP Union Pacific Corp |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | HLT Hilton Worldwide Holdings Inc. Common St… |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | AAPL Apple Inc. - Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | ADBE Adobe Systems Inc |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | JPM JP Morgan Chase & Co. Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | COST Costco Wholesale Corporation - Common St… |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | CVX Chevron Corporation Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | EW Edwards Lifesciences Corporation Common … |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | ELV Elevance Health, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | HD Home Depot, Inc. (The) Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | PG Procter & Gamble Company |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | SPGI S&P Global Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | TMO Thermo Fisher Scientific Inc |
Purchase | $15,001 - $50,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | NVDA NVIDIA Corporation - Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | FI Fiserv, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | ICE Intercontinental Exchange Inc. Common St… |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | BRK.B Berkshire Hathaway Cl B |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | CSX CSX Corporation - Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-10-03 | CRM Salesforce, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2023-11-01 | 29d | — |
| 2023-09-18 | COST Costco Wholesale Corporation - Common St… |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 24d | — |
| 2023-09-13 | UNH Unitedhealth Group Inc |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | SBUX Starbucks Corporation - Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | TMUS T-Mobile US |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | JPM JP Morgan Chase & Co. Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | LRCX Lam Research Corp |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | DHR Danaher Corporation Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | MSFT Microsoft Corp |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | GS Goldman Sachs Group, Inc. (The) Common S… |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | KO Coca-Cola Company |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | HLT Hilton Worldwide Holdings Inc. Common St… |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | PEP Pepsico Inc |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | ADBE Adobe Systems Inc |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | CSX CSX Corporation - Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | GOOGL Alphabet Cl A |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | AMD Advanced Micro Devices, Inc. - Common St… |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | TXN Texas Instruments Incorporated - Common … |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | CRM Salesforce, Inc. Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | VLO Valero Energy Corporation Common Stock |
Purchase | $50,001 - $100,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | NKE Nike Inc |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | KLAC KLA Corporation - Common Stock |
Purchase | $50,001 - $100,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | META Meta Platforms, Inc. - Class A Common St… |
Purchase | $50,001 - $100,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | PANW Palo Alto Networks, Inc. - Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | COP ConocoPhillips Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | HON Honeywell International Inc |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | EMR Emerson Electric Company |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | UNP Union Pacific Corporation Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | SPGI S&P Global Inc. Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | AMAT Applied Materials, Inc. - Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | TMO Thermo Fisher Scientific Inc |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | AXP American Express Company Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | CVX Chevron Corp |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | NVDA NVIDIA Corporation - Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | HD Home Depot, Inc. (The) Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | LLY Eli Lilly and Company |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | STZ Constellation Brands, Inc. Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | CAT Caterpillar, Inc. Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | ICE Intercontinental Exchange |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | SHW Sherwin-Williams Company |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | PG Procter & Gamble Company |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | RTX RTX Corporation Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | CMG Chipotle Mexican Grill |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | MA Mastercard Inc |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | BSX Boston Scientific Corp |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | ZTS Zoetis Inc. Class A Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | ABT Abbott Laboratories Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | ELV Elevance Health, Inc. Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | AAPL Apple Inc. - Common Stock |
Purchase | $50,001 - $100,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | AMZN Amazon.com Inc |
Purchase | $50,001 - $100,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | AZO AutoZone, Inc. Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | DE Deere & Company |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | BRK.B Berkshire Hathaway Cl B |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | BLK BlackRock, Inc. Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | EW Edwards Lifesciences Corporation Common … |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | FI Fiserv, Inc. Common Stock |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | CMCSA Comcast Corporation - Class A Common Sto… |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-09-13 | V Visa Inc |
Purchase | $15,001 - $50,000 | — | 2023-10-12 | 29d | — |
| 2023-01-03 | HUBB Hubbell Inc Common Stock |
Purchase | $1,001 - $15,000 | — | 2025-07-30 | 939d | — |
| 2023-01-03 | PYPL PayPal Holdings, Inc. - Common Stock |
Purchase | $1,001 - $15,000 | — | 2025-08-13 | 953d | — |
| 2023-01-03 | CTVA Corteva, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2025-07-30 | 939d | — |
| 2023-01-03 | INST Instructure Holdings, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2025-07-30 | 939d | — |
| 2023-01-03 | SHOP Shopify Inc |
Purchase | $1,001 - $15,000 | — | 2025-08-13 | 953d | — |
| 2023-01-03 | CELH Celsius Holdings Inc |
Purchase | $1,001 - $15,000 | — | 2025-07-30 | 939d | — |
| 2023-01-03 | FCFS FirstCash Holdings, Inc. - Common Stock |
Purchase | $1,001 - $15,000 | — | 2025-08-13 | 953d | — |
| 2023-01-03 | FN Fabrinet |
Purchase | $1,001 - $15,000 | — | 2025-07-30 | 939d | — |
| 2023-01-03 | EXLS ExlService Holdings, Inc. - Common Stock |
Purchase | $1,001 - $15,000 | — | 2025-07-30 | 939d | — |
| 2023-01-03 | PODD Insulet Corporation - Common Stock |
Purchase | $1,001 - $15,000 | — | 2025-07-30 | 939d | — |
Gap = days from trade to filing; the STOCK Act allows 45. Late rows are marked red. 7.5% of this member's filings in the last five years were late (Congress-wide: 12.1%). Excess-return figures require a real price at both ends; rows without one show "—". Source: historical_trades_dedup, trade_returns.