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VA · house

• exchange Massachusetts St Sch Bld 5.00% Joint · 09/18/2025$50,001–$100,00014d

FL · house

• sale J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) Self · 09/04/2025$1,001–$15,00027d

LA · house

• purchase GOOG Self · 09/17/2025$15,001–$50,00013d
• purchase AMZN Self · 09/17/2025$15,001–$50,00013d

WA · house

• sale Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 Joint · 09/12/2025$250,001–$500,00016d
• purchase Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 Joint · 09/12/2025$250,001–$500,00016d
• purchase Tennessee Energy Ac 5%35 Edr Idr Due Dec 1, 2035 Joint · 09/10/2025$1,001–$15,00018d

GA14 · not on the current roster

• purchase ADBE Self · 09/11/2025$1,001–$15,00016d
• purchase GOOG Self · 09/11/2025$1,001–$15,00016d
• purchase AMGN Self · 09/11/2025$1,001–$15,00016d
• purchase ASML Self · 09/11/2025$1,001–$15,00016d
• purchase CRWD Self · 09/11/2025$1,001–$15,00016d
• purchase DLR Self · 09/11/2025$1,001–$15,00016d
• purchase DUK Self · 09/11/2025$1,001–$15,00016d
• purchase GS Self · 09/11/2025$1,001–$15,00016d

TX · house

Official PDF is on file. The text layer did not yield line items, so none were guessed.

IL · house

• purchase DOCS Joint · 08/25/2025$15,001–$50,00029d
• sale IBM Spouse · 08/13/2025$1,001–$15,00041d
• purchase LRCX Spouse · 08/13/2025$1,001–$15,00041d

NJ · house

• purchase AMCR Self · 08/15/2025$1,001–$15,00034d

GA · house

• purchase ABT Self · 03/15/2023$1,001–$15,000917d late
• purchase ADP Self · 03/15/2023$1,001–$15,000917d late
• purchase FEPIX Self · 03/15/2023$1,001–$15,000917d late
• purchase MDT Self · 03/15/2023$1,001–$15,000917d late
• purchase UNH Self · 03/15/2023$1,001–$15,000917d late

WA · house

• purchase AMD Spouse · 08/18/2025$1,001–$15,00030d
• purchase AME Spouse · 08/18/2025$1,001–$15,00030d
• purchase AMAT Spouse · 08/18/2025$1,001–$15,00030d
• purchase ADP Spouse · 08/18/2025$1,001–$15,00030d
• sale BLK Spouse · 08/18/2025$1,001–$15,00030d
• purchase BRO Spouse · 08/18/2025$1,001–$15,00030d
• purchase COP Spouse · 08/18/2025$1,001–$15,00030d
• purchase XOM Spouse · 08/18/2025$1,001–$15,00030d

OH · house

• sale GOOGL Self · 09/03/2025$1,001–$15,00013d

CA · house

• purchase CA ST UNIV PUB EDUC Spouse · 08/05/2025$100,001–$250,00041d
• sale Mammoth CA USD IMPT SCH Spouse · 08/01/2025$50,001–$100,00045d
• purchase San Jose CA Uni Sch Spouse · 08/05/2025$500,001–$1,000,00041d
• sale San Juan CA USD IMPT SCH Spouse · 08/01/2025$100,001–$250,00045d
• sale Santa Clara CN CA HLTH Spouse · 08/01/2025$15,001–$50,00045d
• purchase U.S Treasury Bills Spouse · 08/01/2025$250,001–$500,00045d

TX · house

• purchase Tomball TX 889858AE6 Self · 08/25/2025$100,001–$250,00021d

GA · house

• sale ACN Spouse · 08/19/2025$1,001–$15,00024d
• purchase ATO Spouse · 08/19/2025$15,001–$50,00024d

CA · house

• sale ADBE Self · 08/05/2025$1,001–$15,00038d
• sale AVTR Self · 08/13/2025$1,001–$15,00030d
• sale CMCSA Self · 08/05/2025$1,001–$15,00038d
• purchase HUM Self · 08/05/2025$1,001–$15,00038d
• sale PFE Self · 08/05/2025$1,001–$15,00038d
• sale LUV Self · 08/05/2025$1,001–$15,00038d
• sale VLO Self · 08/06/2025$1,001–$15,00037d

TN · house

• purchase US Treas Bill Maturity 2/19/2026 Self · 08/21/2025$1,000,001–$5,000,00022d

OR · house

• sale MMM Spouse · 07/28/2025$1,001–$15,00046d late
• sale GOOGL Spouse · 04/15/2025$1,001–$15,000150d late
• sale GOOGL Spouse · 04/02/2025$1,001–$15,000163d late
• purchase GOOGL Spouse · 07/14/2025$1,001–$15,00060d late
• purchase GOOGL Spouse · 07/02/2025$1,001–$15,00072d late
• purchase GOOGL Spouse · 01/13/2025$1,001–$15,000242d late
• purchase GOOGL Spouse · 12/27/2024$1,001–$15,000259d late
• purchase GOOGL Spouse · 10/29/2024$1,001–$15,000318d late

MI · house

• purchase ACIW Spouse · 08/19/2025$1,001–$15,00024d
• purchase ADC Spouse · 08/13/2025$1,001–$15,00030d
• purchase APD Spouse · 08/04/2025$1,001–$15,00039d
• purchase AKAM Spouse · 08/13/2025$1,001–$15,00030d
• purchase ALGN Spouse · 08/04/2025$1,001–$15,00039d
• sale LNT Spouse · 08/13/2025$1,001–$15,00030d
• purchase LNT Spouse · 08/04/2025$1,001–$15,00039d
• sale AMED Spouse · 08/18/2025$1,001–$15,00025d

TX · house

• sale MMM Joint · 08/14/2025$1,001–$15,00028d
• sale ABT Joint · 08/14/2025$1,001–$15,00028d
• sale ABBV Joint · 08/14/2025$1,001–$15,00028d
• sale APD Joint · 08/14/2025$1,001–$15,00028d
• sale AXP Joint · 08/14/2025$1,001–$15,00028d
• sale ADI Joint · 08/14/2025$1,001–$15,00028d
• sale AJG Joint · 08/14/2025$1,001–$15,00028d
• sale BAC Joint · 08/14/2025$1,001–$15,00028d

TX · house

Official PDF is on file. The text layer did not yield line items, so none were guessed.

MN · house

• sale ACN Self · 08/19/2025$15,001–$50,00023d
• sale TMO Self · 08/19/2025$15,001–$50,00023d

AL · house

• sale GSK Self · 07/28/2025$1,001–$15,00044d

CA · house

• exchange PSKY Self · 08/07/2025$1,001–$15,00033d

CA · house

Official PDF is on file. The text layer did not yield line items, so none were guessed.

NC · house

• purchase ARLP Self · 08/14/2025$1,001–$15,00025d
• purchase HTGC Self · 08/19/2025$1,001–$15,00020d