HILL RANK

Julie Johnson

Democrat · TX · District 32 · term through 2027-01-03

Foreign AffairsHomeland SecurityHouse AdministrationJoint Committee of Congress on the Library

MEMBER BOOK

+4.1%

vs SPY -12.7%

Scored from the trade date. This is the transparency ledger, not a date a follower could use.

COPY BOOK

-2.2%

vs SPY -4.5% · vs QQQ -8.7%

Entered at the next session open after the filing date. Since last filing: -4.8% vs SPY.

41 equity buys since 2025-09-21 · 41 priced · 38 tickers · win rate +37% · late-file rate +88% · Midpoint

Not investment advice. Public filings only. Disclosure lag can erase any edge. Hypothetical P&L from disclosed ranges. Past filings ≠ future returns.

Blotter

  • 05/12/2026

    sale ABT Abbott Laboratories Common Stock

    Joint · stock · filed 06/12/2026 · $1,001–$15,000 · 31d lag · Not an equity buy

  • 05/12/2026

    sale ACN Accenture plc Class A Ordinary Shares

    Joint · stock · filed 06/12/2026 · $1,001–$15,000 · 31d lag · Not an equity buy

  • 02/02/2026

    exchange FITB Fifth Third Bancorp - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 184d late · Not an equity buy

    LatePDF
  • 12/18/2025

    sale MMM 3M Company Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale ABT Abbott Laboratories Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale ABBV AbbVie Inc. Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale APD Air Products and Chemicals, Inc. Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale GOOG Alphabet Inc. - Class C Capital Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale AXP American Express Company Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale ADI Analog Devices, Inc. - Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale AJG Arthur J. Gallagher & Co. Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale BAC Bank of America Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale BX Blackstone Inc. Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale BMY Bristol-Myers Squibb Company Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale COF Capital One Financial Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale CARR Carrier Global Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale SCHW Charles Schwab Corporation

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale CVX Chevron Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale CME CME Group Inc. - Class A Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale CMS CMS Energy Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale CMCSA Comcast Corporation - Class A Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale COP ConocoPhillips Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale DHR Danaher Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale DE Deere & Company Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale DOV Dover Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale ETN Eaton Corporation, PLC Ordinary Shares

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale LLY Eli Lilly and Company Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale EOG EOG Resources, Inc. Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale FIS Fidelity National Information Services, Inc. Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale GD General Dynamics Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · defense overlap, not a finding · Not an equity buy

  • 12/18/2025

    sale GS Goldman Sachs Group, Inc.

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale HD Home Depot, Inc.

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale IBM International Business Machines Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale JNJ Johnson & Johnson Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale MCD McDonald's Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale MDT Medtronic plc. Ordinary Shares

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale MRK Merck & Company, Inc. Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale MSFT Microsoft Corporation - Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale MDLZ Mondelez International, Inc. - Class A Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale MS Morgan Stanley Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale NEE NextEra Energy, Inc. Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale NSC Norfolk Southern Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale NXPI NXP Semiconductors N.V. - Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale PKG Packaging Corporation of America Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale PEP Pepsico, Inc.

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale PM Philip Morris International Inc Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale PG Procter & Gamble Company

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale PGR Progressive Corporation

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale RSG Republic Services, Inc. Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale RTX RTX Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · defense overlap, not a finding · Not an equity buy

  • 12/18/2025

    sale STX Seagate Technology Holdings PLC - Ordinary Shares

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale TXN S O : Merrill Lynch Long Term Growth JT Texas Instruments Incorporated - Common Stock

    Self · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale BK The Bank of New York Mellon Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale CI The Cigna Group Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale TJX TJX Companies, Inc.

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale UNP Union Pacific Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale UNH UnitedHealth Group Incorporated Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale VZ Verizon Communications Inc. Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale WMT Walmart Inc. - Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale WFC Wells Fargo & Company Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/18/2025

    sale XEL Xcel Energy Inc.

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 12/09/2025

    sale CMS CMS Energy Corporation Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 12/09/2025

    sale PEG Public Service Enterprise Group Incorporated Common Stock

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 12/08/2025

    sale CMS S O : Merrill Lynch Long Term Growth JT CMS Energy Corporation Common Stock

    Self · stock · filed 08/05/2026 · $1,001–$15,000 · 240d late · Not an equity buy

    LatePDF
  • 12/08/2025

    purchase PEG Public Service Enterprise Group Incorporated Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 240d late · copy -8.9%

    LatePDF
  • 12/08/2025

    sale PEG Public Service Enterprise Group Incorporated Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 240d late · Not an equity buy

    LatePDF
  • 12/08/2025

    sale NOW ServiceNow, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 240d late · Not an equity buy

    LatePDF
  • 12/08/2025

    purchase NOW ServiceNow, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 240d late · copy +21.8%

    LatePDF
  • 12/03/2025

    sale BA Boeing Company

    Joint · stock · filed 01/15/2026 · $1,001–$15,000 · 43d lag · defense overlap, not a finding · Not an equity buy

  • 12/02/2025

    purchase BA Boeing Company

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 246d late · defense overlap, not a finding · copy -16.2%

    LatePDF
  • 12/02/2025

    sale BA Boeing Company

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 246d late · defense overlap, not a finding · Not an equity buy

    LatePDF
  • 11/13/2025

    sale MMM 3M Company Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale ABT Abbott Laboratories Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale ABBV AbbVie Inc. Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale APD Air Products and Chemicals, Inc. Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale GOOG Alphabet Inc. - Class C Capital Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale AXP American Express Company Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale ADI Analog Devices, Inc. - Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale AJG Arthur J. Gallagher & Co. Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale BAC Bank of America Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale BX Blackstone Inc. Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale BMY Bristol-Myers Squibb Company Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale COF Capital One Financial Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale CARR Carrier Global Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale SCHW Charles Schwab Corporation

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale CVX Chevron Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale CME CME Group Inc. - Class A Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale CMS CMS Energy Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale CMCSA Comcast Corporation - Class A Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale COP ConocoPhillips Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale DHR Danaher Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale DE Deere & Company Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale DOV Dover Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale ETN Eaton Corporation, PLC Ordinary Shares

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale LLY Eli Lilly and Company Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale EOG EOG Resources, Inc. Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale FIS Fidelity National Information Services, Inc. Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale GD General Dynamics Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · defense overlap, not a finding · Not an equity buy

  • 11/13/2025

    sale GS Goldman Sachs Group, Inc.

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale HD Home Depot, Inc.

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale IBM International Business Machines Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale JNJ Johnson & Johnson Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale MCD McDonald's Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale MDT Medtronic plc. Ordinary Shares

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale MRK Merck & Company, Inc. Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale MSFT Microsoft Corporation - Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale MDLZ Mondelez International, Inc. - Class A Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale MS Morgan Stanley Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale NEE NextEra Energy, Inc. Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale NSC Norfolk Southern Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale NXPI NXP Semiconductors N.V. - Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale PKG Packaging Corporation of America Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale PEP Pepsico, Inc.

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale PM Philip Morris International Inc Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale PG Procter & Gamble Company

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale PGR Progressive Corporation

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale RSG Republic Services, Inc. Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale RTX RTX Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · defense overlap, not a finding · Not an equity buy

  • 11/13/2025

    sale STX Seagate Technology Holdings PLC - Ordinary Shares

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale TXN Texas Instruments Incorporated - Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale BK The Bank of New York Mellon Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale CI The Cigna Group Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale TJX TJX Companies, Inc.

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale UNP Union Pacific Corporation Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale UNH UnitedHealth Group Incorporated Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale VZ Verizon Communications Inc. Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale WMT Walmart Inc. Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale WFC Wells Fargo & Company Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/13/2025

    sale XEL Xcel Energy Inc.

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 11/03/2025

    sale ADBE Adobe Inc. - Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

  • 11/03/2025

    sale IP International Paper Company Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

  • 11/03/2025

    sale MDLZ Mondelez International, Inc. - Class A Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

  • 11/03/2025

    sale DGX Quest Diagnostics Incorporated Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

  • 11/03/2025

    sale VRSK Verisk Analytics, Inc. - Common Stock

    Joint · stock · filed 12/11/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

  • 10/31/2025

    purchase GOOG Alphabet Inc. - Class C Capital Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 14d lag · copy +22.5%

  • 10/31/2025

    sale PH Parker-Hannifin Corporation Common Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 14d lag · Not an equity buy

  • 10/30/2025

    purchase ADBE Adobe Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 279d late · copy -1.1%

    LatePDF
  • 10/30/2025

    sale ADBE Adobe Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 279d late · Not an equity buy

    LatePDF
  • 10/30/2025

    purchase IP International Paper Company Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 279d late · copy -16.0%

    LatePDF
  • 10/30/2025

    sale IP International Paper Company Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 279d late · Not an equity buy

    LatePDF
  • 10/30/2025

    purchase MDLZ Mondelez International, Inc. - Class A Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 279d late · copy -4.9%

    LatePDF
  • 10/30/2025

    sale MDLZ Mondelez International, Inc. - Class A Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 279d late · Not an equity buy

    LatePDF
  • 10/30/2025

    sale DGX Quest Diagnostics Incorporated Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 279d late · Not an equity buy

    LatePDF
  • 10/30/2025

    purchase DGX Quest Diagnostics Incorporated Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 279d late · copy +3.0%

    LatePDF
  • 10/30/2025

    sale VRSK Verisk Analytics, Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 279d late · Not an equity buy

    LatePDF
  • 10/30/2025

    purchase VRSK Verisk Analytics, Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 279d late · copy -8.9%

    LatePDF
  • 10/27/2025

    purchase GOOG Alphabet Inc. - Class C Capital Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 18d lag · copy +22.5%

  • 10/22/2025

    sale ALK Alaska Air Group, Inc. Common Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 23d lag · Not an equity buy

  • 10/22/2025

    sale DE Deere & Company Common Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 23d lag · Not an equity buy

  • 10/22/2025

    sale FFIV F5, Inc. - Common Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 23d lag · Not an equity buy

  • 10/22/2025

    sale GEN Gen Digital Inc. - Common Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 23d lag · Not an equity buy

  • 10/22/2025

    sale WY S O : Merrill Lynch Long Term Growth JT Weyerhaeuser Company Common Stock

    Self · stock · filed 11/14/2025 · $1,001–$15,000 · 23d lag · Not an equity buy

  • 10/21/2025

    purchase GOOG Alphabet Inc. - Class C Capital Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 24d lag · copy +22.5%

  • 10/21/2025

    sale PNC PNC Financial Services Group, Inc.

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 24d lag · Not an equity buy

  • 10/21/2025

    purchase ALK Alaska Air Group, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 288d late · copy -18.6%

    LatePDF
  • 10/21/2025

    sale ALK Alaska Air Group, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 288d late · Not an equity buy

    LatePDF
  • 10/21/2025

    purchase DE Deere & Company Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 288d late · copy +11.4%

    LatePDF
  • 10/21/2025

    purchase FFIV F5, Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 288d late · copy +9.3%

    LatePDF
  • 10/21/2025

    sale FFIV F5, Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 288d late · Not an equity buy

    LatePDF
  • 10/21/2025

    purchase GEN Gen Digital Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 288d late · copy +6.2%

    LatePDF
  • 10/21/2025

    sale GEN Gen Digital Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 288d late · Not an equity buy

    LatePDF
  • 10/21/2025

    sale WY Weyerhaeuser Company Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 288d late · Not an equity buy

    LatePDF
  • 10/21/2025

    purchase WY Weyerhaeuser Company Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 288d late · copy -19.2%

    LatePDF
  • 10/08/2025

    sale PH Parker-Hannifin Corporation Common Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 10/07/2025

    purchase CARR Carrier Global Corporation Common Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 38d lag · copy +0.9%

  • 10/07/2025

    purchase DHR Danaher Corporation Common Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 38d lag · copy -1.7%

  • 10/06/2025

    sale CARR Carrier Global Corporation Common Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

  • 10/06/2025

    sale FI Fiserv, Inc. Common Stock

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

  • 10/06/2025

    sale KR Kroger Company

    Joint · stock · filed 11/14/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

  • 10/03/2025

    sale CARR Carrier Global Corporation Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 306d late · Not an equity buy

    LatePDF
  • 10/03/2025

    purchase CARR Carrier Global Corporation Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 306d late · copy -16.5%

    LatePDF
  • 10/03/2025

    sale FISV Fiserv, Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 306d late · Not an equity buy

    LatePDF
  • 10/03/2025

    purchase FISV Fiserv, Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 306d late · copy -6.8%

    LatePDF
  • 10/03/2025

    purchase KR Kroger Company

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 306d late · copy +3.8%

    LatePDF
  • 10/03/2025

    sale KR Kroger Company

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 306d late · Not an equity buy

    LatePDF
  • 10/03/2025

    purchase VRSN VeriSign, Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 306d late · copy +4.9%

    LatePDF
  • 10/03/2025

    sale VRSN VeriSign, Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 306d late · Not an equity buy

    LatePDF
  • 09/25/2025

    sale AOS A.O. Smith Corporation Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale AEE Ameren Corporation Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale CL Colgate-Palmolive Company Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale DVA DaVita Inc. Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale SRE DBA Sempra Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale EQIX Equinix, Inc. - Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale HON Honeywell International Inc.

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale KEY KeyCorp Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale LYB LyondellBasell Industries NV Ordinary Shares Class A

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale MKC McCormick & Company, Incorporated Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale TAP Molson Coors Beverage Company Class B Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale MNST Monster Beverage Corporation - Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale PAYX Paychex, Inc. - Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale PAYC Paycom Software, Inc. Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale ROL Rollins, Inc. Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale CI The Cigna Group Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale UDR UDR, Inc. Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale WEC WEC Energy Group, Inc. Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/25/2025

    sale XEL Xcel Energy Inc.

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 12d lag · Not an equity buy

  • 09/23/2025

    sale AOS A.O. Smith Corporation Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase AOS A.O. Smith Corporation Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -9.9%

    LatePDF
  • 09/23/2025

    sale A Agilent Technologies, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase A Agilent Technologies, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy +14.4%

    LatePDF
  • 09/23/2025

    sale AEE Ameren Corporation Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase AEE Ameren Corporation Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -7.3%

    LatePDF
  • 09/23/2025

    sale CL Colgate-Palmolive Company Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase CL Colgate-Palmolive Company Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -8.3%

    LatePDF
  • 09/23/2025

    purchase DVA DaVita Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -2.0%

    LatePDF
  • 09/23/2025

    sale DVA DaVita Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    sale SRE DBA Sempra Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase SRE DBA Sempra Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -4.1%

    LatePDF
  • 09/23/2025

    sale EQIX S O : Merrill Lynch Tax Efficient Core JT Equinix, Inc. - Common Stock

    Self · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase EQIX Equinix, Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -0.5%

    LatePDF
  • 09/23/2025

    sale HON Honeywell International Inc.

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase HON Honeywell International Inc.

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -17.1%

    LatePDF
  • 09/23/2025

    sale KEY KeyCorp Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase KEY KeyCorp Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -10.4%

    LatePDF
  • 09/23/2025

    purchase LYB S O : Merrill Lynch Tax Efficient Core JT LyondellBasell Industries NV Ordinary Shares Class A

    Self · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy +0.1%

    LatePDF
  • 09/23/2025

    purchase MKC McCormick & Company, Incorporated Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -7.6%

    LatePDF
  • 09/23/2025

    sale MKC McCormick & Company, Incorporated Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    sale TAP Molson Coors Beverage Company Class B Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase TAP Molson Coors Beverage Company Class B Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -14.1%

    LatePDF
  • 09/23/2025

    sale MNST Monster Beverage Corporation - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase MNST Monster Beverage Corporation - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -6.4%

    LatePDF
  • 09/23/2025

    purchase PAYX Paychex, Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -3.4%

    LatePDF
  • 09/23/2025

    sale PAYX Paychex, Inc. - Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    sale PAYC Paycom Software, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase PAYC Paycom Software, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy +6.3%

    LatePDF
  • 09/23/2025

    purchase ROL Rollins, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -14.3%

    LatePDF
  • 09/23/2025

    sale ROL Rollins, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase CI The Cigna Group Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy +0.4%

    LatePDF
  • 09/23/2025

    sale CI The Cigna Group Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    sale UDR UDR, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/23/2025

    purchase UDR UDR, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -12.7%

    LatePDF
  • 09/23/2025

    purchase WEC WEC Energy Group, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · copy -5.4%

    LatePDF
  • 09/23/2025

    sale WEC WEC Energy Group, Inc. Common Stock

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 316d late · Not an equity buy

    LatePDF
  • 09/16/2025

    sale XOM Exxon Mobil Corporation Common Stock

    Joint · stock · filed 10/07/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

  • 08/14/2025

    sale MMM 3M Company Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale ABT Abbott Laboratories Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale ABBV AbbVie Inc. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale APD Air Products and Chemicals, Inc. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale AXP American Express Company Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale ADI Analog Devices, Inc. - Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale AJG Arthur J. Gallagher & Co. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale BAC Bank of America Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale BX Blackstone Inc. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale BMY Bristol-Myers Squibb Company Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale COF Capital One Financial Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale SCHW Charles Schwab Corporation

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale CVX Chevron Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale CME CME Group Inc. - Class A Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale CMS CMS Energy Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale CMCSA Comcast Corporation - Class A Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale COP ConocoPhillips Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale DE Deere & Company Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale DOV Dover Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale ETN Eaton Corporation, PLC Ordinary Shares

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale LLY Eli Lilly and Company Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale EOG EOG Resources, Inc. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale XOM Exxon Mobil Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale FIS Fidelity National Information Services, Inc. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale GD General Dynamics Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · defense overlap, not a finding · Not an equity buy

  • 08/14/2025

    sale GS Goldman Sachs Group, Inc.

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale HD Home Depot, Inc.

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale IBM International Business Machines Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale JNJ Johnson & Johnson Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale MCD McDonald's Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale MDT Medtronic plc. Ordinary Shares

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale MRK Merck & Company, Inc. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale MSFT Microsoft Corporation - Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale MDLZ Mondelez International, Inc. - Class A Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale MS Morgan Stanley Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale NEE NextEra Energy, Inc. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale NSC Norfolk Southern Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale NXPI NXP Semiconductors N.V. - Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale PKG Packaging Corporation of America Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale PH Parker-Hannifin Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale PEP Pepsico, Inc.

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale PM Philip Morris International Inc Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale PNC PNC Financial Services Group, Inc.

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale PG Procter & Gamble Company

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale PGR Progressive Corporation

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale RSG Republic Services, Inc. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale RTX RTX Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · defense overlap, not a finding · Not an equity buy

  • 08/14/2025

    sale STX Seagate Technology Holdings PLC - Ordinary Shares

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale TXN Texas Instruments Incorporated - Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale BK The Bank of New York Mellon Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale CI The Cigna Group Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale TJX TJX Companies, Inc.

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale UNP Union Pacific Corporation Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale UNH UnitedHealth Group Incorporated Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale VZ Verizon Communications Inc. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale WMT Walmart Inc. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale WFC Wells Fargo & Company Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/14/2025

    sale XEL Xcel Energy Inc.

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 08/11/2025

    sale BLK BlackRock, Inc. Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 31d lag · Not an equity buy

  • 08/11/2025

    purchase CME CME Group Inc. - Class A Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 31d lag · copy +5.2%

  • 08/04/2025

    purchase PKG Packaging Corporation of America Common Stock

    Joint · stock · filed 09/11/2025 · $1,001–$15,000 · 38d lag · copy +10.5%

  • 07/29/2025

    sale MSFT Microsoft Corporation - Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 16d lag · Not an equity buy

  • 07/29/2025

    sale STX Seagate Technology Holdings PLC - Ordinary Shares

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 16d lag · Not an equity buy

  • 07/25/2025

    purchase CVX Chevron Corporation Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 20d lag · copy +31.0%

  • 07/25/2025

    sale XOM Exxon Mobil Corporation Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 20d lag · Not an equity buy

  • 07/25/2025

    purchase PKG Packaging Corporation of America Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 20d lag · copy +20.9%

  • 07/25/2025

    sale PH Parker-Hannifin Corporation Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 20d lag · Not an equity buy

  • 07/24/2025

    sale UNH UnitedHealth Group Incorporated Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

  • 07/22/2025

    sale BLK BlackRock, Inc. Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 23d lag · Not an equity buy

  • 07/22/2025

    purchase CME CME Group Inc. - Class A Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 23d lag · copy +0.3%

  • 07/22/2025

    purchase PKG Packaging Corporation of America Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 23d lag · copy +20.9%

  • 07/22/2025

    sale PM Philip Morris International Inc Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 23d lag · Not an equity buy

  • 07/21/2025

    exchange CVX Chevron Corporation Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 24d lag · Not an equity buy

  • 07/18/2025

    exchange SNPS Synopsys, Inc. - Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

  • 07/18/2025

    purchase BK The Bank of New York Mellon Corporation Common Stock

    Joint · stock · filed 08/14/2025 · $1,001–$15,000 · 27d lag · No price

  • 06/30/2025

    sale PLTR Palantir Technologies Inc. - Class A Common Stock

    Joint · stock · filed 07/14/2025 · $1,001–$15,000 · 14d lag · Not an equity buy

  • 06/18/2025

    purchase MMM 3M Company Common Stock

    Joint · stock · filed 07/14/2025 · $1,001–$15,000 · 26d lag · copy +4.5%

  • 06/13/2025

    purchase MRK Merck & Company, Inc. Common Stock

    Joint · stock · filed 07/14/2025 · $1,001–$15,000 · 31d lag · copy +78.4%

  • 05/19/2025

    exchange COF Capital One Financial Corporation Common Stock

    Joint · stock · filed 06/13/2025 · $1,001–$15,000 · 25d lag · Not an equity buy

  • 05/15/2025

    purchase FIS Fidelity National Information Services, Inc. Common Stock

    Joint · stock · filed 06/13/2025 · $1,001–$15,000 · 29d lag · copy -56.0%

  • 05/15/2025

    sale MS Morgan Stanley Common Stock

    Joint · stock · filed 06/13/2025 · $1,001–$15,000 · 29d lag · Not an equity buy

  • 05/15/2025

    purchase BK The Bank of New York Mellon Corporation Common Stock

    Joint · stock · filed 06/13/2025 · $1,001–$15,000 · 29d lag · No price

  • 05/07/2025

    sale MDT Medtronic plc. Ordinary Shares

    Joint · stock · filed 08/05/2026 · $1,001–$15,000 · 455d late · Not an equity buy

    LatePDF
  • 05/02/2025

    purchase GD General Dynamics Corporation Common Stock

    Joint · stock · filed 06/13/2025 · $1,001–$15,000 · 42d lag · defense overlap, not a finding · copy +25.0%

  • 04/30/2025

    purchase FIS Fidelity National Information Services, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 14d lag · copy -54.9%

  • 04/22/2025

    sale BX Blackstone Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

  • 04/22/2025

    purchase FIS Fidelity National Information Services, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 22d lag · copy -54.9%

  • 04/15/2025

    sale UPS United Parcel Service, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 29d lag · Not an equity buy

  • 04/11/2025

    sale UPS United Parcel Service, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 33d lag · Not an equity buy

  • 04/07/2025

    sale ADBE Adobe Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale ALL Allstate Corporation

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale GOOG Alphabet Inc. - Class C Capital Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale AMZN Amazon.com, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $15,001–$50,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale AAPL Apple Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale ASML ASML Holding N.V. - New York Registry Shares

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale AZO AutoZone, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale BLBD Blue Bird Corporation - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale CSL Carlisle Companies Incorporated Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale CVX Chevron Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale CB S O : Merrill Lynch Tax Efficient Core JT Chubb Limited Common Stock

    Self · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale DFS S O : Merrill Lynch Long Term Growth JT Discover Financial Services Common Stock

    Self · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale DTM DT Midstream, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale ETN Eaton Corporation, PLC Ordinary Shares

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale LLY Eli Lilly and Company Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale XOM Exxon Mobil Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale FI Fiserv, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale HCA HCA Healthcare, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale HON Honeywell International Inc.

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale HWM S O : Merrill Lynch Tax Efficient Core JT Howmet Aerospace Inc. Common Stock

    Self · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · defense overlap, not a finding · Not an equity buy

  • 04/07/2025

    sale ISRG Intuitive Surgical, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale JBTM JBT Marel Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale JPM JP Morgan Chase & Co. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale LHX L3Harris Technologies, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · defense overlap, not a finding · Not an equity buy

  • 04/07/2025

    sale LRCX Lam Research Corporation - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale MMC Marsh & McLennan Companies, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale MAS Masco Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale META Meta Platforms, Inc. - Class A Common Stock

    Joint · stock · filed 05/14/2025 · $15,001–$50,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale MU Micron Technology, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale MSFT Microsoft Corporation - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale MDLZ Mondelez International, Inc. - Class A Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale MS Morgan Stanley Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale NFLX Netflix, Inc. - Common Stock

    Joint · etf · filed 05/14/2025 · $15,001–$50,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale NVDA NVIDIA Corporation - Common Stock

    Joint · stock · filed 05/14/2025 · $15,001–$50,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale ORCL Oracle Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale PANW Palo Alto Networks, Inc.

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale PNR Pentair plc. Ordinary Share

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale PGR Progressive Corporation

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale RJF Raymond James Financial, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale RS Reliance, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale RTX RTX Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · defense overlap, not a finding · Not an equity buy

  • 04/07/2025

    sale SPGI S&P Global Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale CRM Salesforce, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale SHW Sherwin-Williams Company

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale SYK Stryker Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale TMO Thermo Fisher Scientific Inc Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale TXNM TXNM Energy, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale UBER Uber Technologies, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale UNH UnitedHealth Group Incorporated Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale VICI VICI Properties Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale V Visa Inc.

    Joint · stock · filed 05/14/2025 · $15,001–$50,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale GWW W.W. Grainger, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale WM Waste Management, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale WTW Willis Towers Watson Public Limited Company - Ordinary Shares

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/07/2025

    sale WDAY Workday, Inc. - Class A Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

  • 04/01/2025

    purchase MMM 3M Company Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · copy +12.7%

  • 04/01/2025

    sale A Agilent Technologies, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale APTV Aptiv PLC Ordinary Shares

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale ANET Arista Networks, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale BALL Ball Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale TECH Bio-Techne Corp - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale BA Boeing Company

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · defense overlap, not a finding · Not an equity buy

  • 04/01/2025

    sale BWA BorgWarner Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale BMY Bristol-Myers Squibb Company Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale CPT Camden Property Trust Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    purchase COF Capital One Financial Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · copy +4.8%

  • 04/01/2025

    sale CMCSA Comcast Corporation - Class A Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale CAG ConAgra Brands, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale COP ConocoPhillips Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale STZ Constellation Brands, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale CEG Constellation Energy Corporation - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale CCI Crown Castle Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale CVS CVS Health Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale DLTR Dollar Tree, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale ETN Eaton Corporation, PLC Ordinary Shares

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale EIX Edison International Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale EA Electronic Arts Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale ES S O : Merrill Lynch Long Term Growth JT Eversource Energy

    Self · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale FDS FactSet Research Systems Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale FDX FedEx Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale F Ford Motor Company Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale FCX Freeport-McMoRan, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale GNRC Generac Holdlings Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale GPN Global Payments Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale HAS Hasbro, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale DOC Healthpeak Properties, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale HSIC Henry Schein, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale HD Home Depot, Inc.

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale JBHT J.B. Hunt Transport Services, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale JNJ Johnson & Johnson Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale KDP Keurig Dr Pepper Inc.

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale KMB Kimberly-Clark Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale LHX L3Harris Technologies, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · defense overlap, not a finding · Not an equity buy

  • 04/01/2025

    sale LVS Las Vegas Sands Corp. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale LMT Lockheed Martin Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · defense overlap, not a finding · Not an equity buy

  • 04/01/2025

    sale LOW Lowe's Companies, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale MPC Marathon Petroleum Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale MTD Mettler-Toledo International, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale MSFT Microsoft Corporation - Common Stock

    Joint · stock · filed 05/14/2025 · $15,001–$50,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale MSFT Microsoft Corporation - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale MSCI MSCI Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale NEE NextEra Energy, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale NSC Norfolk Southern Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale ON ON Semiconductor Corporation - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale PLTR Palantir Technologies Inc. - Class A Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale PYPL PayPal Holdings, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale PEP PepsiCo, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale PEP PepsiCo, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale PLD Prologis, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale PTC PTC Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale O Realty Income Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale REGN Regeneron Pharmaceuticals, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale RSG Republic Services, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale SBAC SBA Communications Corporation - Class A Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale SW Smurfit WestRock plc Ordinary Shares

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale SBUX Starbucks Corporation - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale SMCI Super Micro Computer, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale SYY Sysco Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale TROW T. Rowe Price Group, Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale TGT Target Corporation Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale TER Teradyne, Inc.

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale HSY The Hershey Company Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale SJM The J.M. Smucker Company Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale KHC The Kraft Heinz Company - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale TRMB Trimble Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale UBER Uber Technologies, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale UPS United Parcel Service, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale UPS United Parcel Service, Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale VZ Verizon Communications Inc. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale VST Vistra Corp. Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale DIS Walt Disney Company

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale WY Weyerhaeuser Company Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 04/01/2025

    sale ZTS Zoetis Inc. Class A Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 43d lag · Not an equity buy

  • 03/31/2025

    sale AAPL Apple Inc. - Common Stock

    Joint · stock · filed 05/14/2025 · $1,001–$15,000 · 44d lag · Not an equity buy

  • 03/21/2025

    purchase COF Capital One Financial Corporation Common Stock

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 24d lag · copy +25.2%

  • 03/19/2025

    sale ACN Accenture plc Class A Ordinary Shares

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 26d lag · Not an equity buy

  • 03/19/2025

    purchase CI The Cigna Group Common Stock

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 26d lag · copy -16.8%

  • 03/15/2025

    purchase MMM 2000135564 JT 3M Company Common Stock

    Self · stock · filed 08/05/2026 · $1,001–$15,000 · 508d late · copy -9.4%

    LatePDF
  • 03/14/2025

    sale ACN Accenture plc Class A Ordinary Shares

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 31d lag · Not an equity buy

  • 03/12/2025

    purchase MMM 3M Company Common Stock

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 33d lag · copy +21.3%

  • 03/12/2025

    sale ACN Accenture plc Class A Ordinary Shares

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 33d lag · Not an equity buy

  • 03/11/2025

    sale SONO Sonos, Inc. - Common Stock

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 34d lag · Not an equity buy

  • 03/11/2025

    sale TSM Taiwan Semiconductor Manufacturing Company Ltd.

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 34d lag · Not an equity buy

  • 03/11/2025

    sale WBS Webster Financial Corporation Common Stock

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 34d lag · Not an equity buy

  • 03/03/2025

    sale ACN Accenture plc Class A Ordinary Shares

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 42d lag · Not an equity buy

  • 03/03/2025

    sale A Agilent Technologies, Inc. Common Stock

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 42d lag · Not an equity buy

  • 03/03/2025

    sale ALC Alcon Inc. Ordinary Shares

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 42d lag · Not an equity buy

  • 03/03/2025

    sale GOOGL Alphabet Inc. - Class A Common Stock

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 42d lag · Not an equity buy

  • 03/03/2025

    sale PNC PNC Financial Services Group, Inc.

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 42d lag · Not an equity buy

  • 03/03/2025

    sale TER Teradyne, Inc.

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 42d lag · Not an equity buy

  • 03/03/2025

    sale CI The Cigna Group Common Stock

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 42d lag · Not an equity buy

  • 03/03/2025

    sale PRKS United Parks & Resorts Inc. Common Stock

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 42d lag · Not an equity buy

  • 03/03/2025

    sale ZTS Zoetis Inc. Class A Common Stock

    Joint · stock · filed 04/14/2025 · $1,001–$15,000 · 42d lag · Not an equity buy

  • 02/25/2025

    sale NSC S O : Chase Brokerage Account (3935) JT Norfolk Southern Corporation Common Stock

    Self · stock · filed 03/12/2025 · $1,001–$15,000 · 15d lag · Not an equity buy

  • 02/25/2025

    purchase UNP Union Pacific Corporation Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 15d lag · copy +13.7%

  • 02/24/2025

    sale BLK BlackRock, Inc. Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 16d lag · Not an equity buy

  • 02/24/2025

    purchase COF Capital One Financial Corporation Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 16d lag · copy +19.4%

  • 02/24/2025

    purchase GS Goldman Sachs Group, Inc.

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 16d lag · copy +79.1%

  • 02/24/2025

    sale PNC PNC Financial Services Group, Inc.

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 16d lag · Not an equity buy

  • 02/24/2025

    purchase PGR Progressive Corporation

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 16d lag · copy -23.7%

  • 02/24/2025

    purchase BK The Bank of New York Mellon Corporation Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 16d lag · No price

  • 02/14/2025

    purchase COF Capital One Financial Corporation Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 26d lag · copy +19.4%

  • 02/14/2025

    sale CB Chubb Limited Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 26d lag · Not an equity buy

  • 02/14/2025

    purchase PGR Progressive Corporation

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 26d lag · copy -23.7%

  • 02/14/2025

    purchase RTX RTX Corporation Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 26d lag · defense overlap, not a finding · copy +51.5%

  • 02/14/2025

    purchase BK The Bank of New York Mellon Corporation Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 26d lag · No price

  • 02/12/2025

    sale ALB Albemarle Corporation Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 02/12/2025

    purchase APTV Aptiv PLC Ordinary Shares

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy -31.0%

  • 02/12/2025

    purchase ANET Arista Networks, Inc. Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy +157.9%

  • 02/12/2025

    purchase BA Boeing Company

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · defense overlap, not a finding · copy +26.3%

  • 02/12/2025

    purchase BWA BorgWarner Inc. Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy +123.0%

  • 02/12/2025

    purchase CEG Constellation Energy Corporation - Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy +20.9%

  • 02/12/2025

    purchase ETN Eaton Corporation, PLC Ordinary Shares

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy +50.1%

  • 02/12/2025

    purchase EIX Edison International Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy -1.0%

  • 02/12/2025

    sale ENPH Enphase Energy, Inc. - Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 02/12/2025

    sale EL Estee Lauder Companies, Inc.

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 02/12/2025

    purchase F Ford Motor Company Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy +37.6%

  • 02/12/2025

    purchase FCX Freeport-McMoRan, Inc. Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy +96.5%

  • 02/12/2025

    sale HII Huntington Ingalls Industries, Inc. Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · defense overlap, not a finding · Not an equity buy

  • 02/12/2025

    sale JNPR Juniper Networks, Inc. Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 02/12/2025

    sale MKTX MarketAxess Holdings, Inc. - Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 02/12/2025

    purchase ON ON Semiconductor Corporation - Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy +67.9%

  • 02/12/2025

    purchase PLTR Palantir Technologies Inc. - Class A Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy +121.0%

  • 02/12/2025

    purchase PYPL PayPal Holdings, Inc. - Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy -23.0%

  • 02/12/2025

    sale PFE Pfizer, Inc. Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 02/12/2025

    sale REGN Regeneron Pharmaceuticals, Inc. - Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 02/12/2025

    purchase TER Teradyne, Inc.

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy +342.5%

  • 02/12/2025

    sale TSLA Tesla, Inc. - Common Stock

    Joint · stock · filed 03/12/2025 · $15,001–$50,000 · 28d lag · Not an equity buy

  • 02/12/2025

    sale AES The AES Corporation Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 02/12/2025

    purchase VST Vistra Corp. Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy +15.4%

  • 02/12/2025

    sale WBA Walgreens Boots Alliance, Inc. - Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 02/12/2025

    purchase WFC Wells Fargo & Company Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 28d lag · copy +24.3%

  • 02/11/2025

    sale DOX Amdocs Limited - Ordinary Shares

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 29d lag · Not an equity buy

  • 02/11/2025

    sale CACI CACI International, Inc. Class A Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 29d lag · Not an equity buy

  • 02/11/2025

    sale PYPL PayPal Holdings, Inc. - Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 29d lag · Not an equity buy

  • 02/11/2025

    sale TSLA Tesla, Inc. - Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 29d lag · Not an equity buy

  • 02/11/2025

    sale TFC Truist Financial Corporation Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 29d lag · Not an equity buy

  • 02/11/2025

    sale ZBH Zimmer Biomet Holdings, Inc. Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 29d lag · Not an equity buy

  • 02/05/2025

    sale MCHP Microchip Technology Incorporated - Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 35d lag · Not an equity buy

  • 02/05/2025

    purchase NXPI NXP Semiconductors N.V. - Common Stock

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 35d lag · copy +13.9%

  • 02/03/2025

    purchase ETN Eaton Corporation, PLC Ordinary Shares

    Joint · stock · filed 03/12/2025 · $1,001–$15,000 · 37d lag · copy +50.1%

  • 01/28/2025

    sale ALE Allete, Inc.

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 15d lag · Not an equity buy

  • 01/28/2025

    sale DELL Dell Technologies Inc. Class C Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 15d lag · Not an equity buy

  • 01/28/2025

    sale INTU Intuit Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 15d lag · Not an equity buy

  • 01/28/2025

    sale PEP Pepsico, Inc.

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 15d lag · Not an equity buy

  • 01/27/2025

    sale PPG PPG Industries, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 16d lag · Not an equity buy

  • 01/24/2025

    sale CB Chubb Limited Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 19d lag · Not an equity buy

  • 01/24/2025

    purchase GS Goldman Sachs Group, Inc.

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 19d lag · copy +47.2%

  • 01/24/2025

    sale MS Morgan Stanley Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 19d lag · Not an equity buy

  • 01/24/2025

    purchase PGR Progressive Corporation

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 19d lag · copy -17.7%

  • 01/17/2025

    purchase MRK Merck & Company, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 26d lag · copy +74.7%

  • 01/17/2025

    sale WMT Walmart Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 26d lag · Not an equity buy

  • 01/15/2025

    sale AMT American Tower Corporation

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    purchase BA Boeing Company

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · defense overlap, not a finding · copy +7.6%

  • 01/15/2025

    purchase BMY Bristol-Myers Squibb Company Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +11.3%

  • 01/15/2025

    sale AVGO Broadcom Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    purchase CRL Charles River Laboratories International, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +80.0%

  • 01/15/2025

    sale CAG ConAgra Brands, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    purchase COP ConocoPhillips Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +30.4%

  • 01/15/2025

    sale STZ Constellation Brands, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    sale CSGP CoStar Group, Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    sale CVS CVS Health Corporation Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    sale DHR Danaher Corporation Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    purchase DG Dollar General Corporation Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +64.8%

  • 01/15/2025

    purchase DLTR Dollar Tree, Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +55.0%

  • 01/15/2025

    purchase DOW Dow Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy -26.3%

  • 01/15/2025

    purchase ENPH Enphase Energy, Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy -43.4%

  • 01/15/2025

    purchase EL Estee Lauder Companies, Inc.

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +39.1%

  • 01/15/2025

    purchase ES Eversource Energy

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +11.9%

  • 01/15/2025

    purchase HAS Hasbro, Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +45.7%

  • 01/15/2025

    purchase JNPR Juniper Networks, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · No price

  • 01/15/2025

    sale LW Lamb Weston Holdings, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    purchase MKTX MarketAxess Holdings, Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy -15.6%

  • 01/15/2025

    sale MRNA Moderna, Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    sale MNST Monster Beverage Corporation - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    purchase MSCI MSCI Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy -2.8%

  • 01/15/2025

    purchase NEE NextEra Energy, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +14.7%

  • 01/15/2025

    sale NKE Nike, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    purchase PLTR Palantir Technologies Inc. - Class A Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +56.1%

  • 01/15/2025

    purchase PEP Pepsico, Inc.

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy -10.2%

  • 01/15/2025

    sale PFE Pfizer, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    sale QRVO Qorvo, Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    purchase REGN Regeneron Pharmaceuticals, Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +19.9%

  • 01/15/2025

    purchase SBAC SBA Communications Corporation - Class A Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy -15.9%

  • 01/15/2025

    sale SOLV Solventum Corporation Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    purchase SMCI Super Micro Computer, Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +5.6%

  • 01/15/2025

    purchase CI The Cigna Group Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy -6.6%

  • 01/15/2025

    purchase HSY The Hershey Company Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy +6.4%

  • 01/15/2025

    purchase UBER Uber Technologies, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · copy -10.5%

  • 01/15/2025

    sale VZ Verizon Communications Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

  • 01/15/2025

    purchase WBA Walgreens Boots Alliance, Inc. - Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 28d lag · No price

  • 01/13/2025

    sale PPG PPG Industries, Inc. Common Stock

    Joint · stock · filed 02/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

Source filings

Julie Johnson · HILLMIRROR