Lisa C. McClain

purchase Saronic Technologies

Spouse · stock · filed 08/05/2026 · $50,001–$100,000 · 21d lag · Not an equity buy

purchase BBAI BigBear.ai, Inc. Common Stock

Spouse · stock · filed 03/04/2026 · $15,001–$50,000 · 26d lag · copy -23.1%

purchase BBAI BigBear.ai, Inc. Common Stock

Spouse · stock · filed 03/04/2026 · $1,001–$15,000 · 28d lag · copy -23.1%

purchase Apptronik

Spouse · stock · filed 02/11/2026 · $50,001–$100,000 · 30d lag · Not an equity buy

purchase xAI

Spouse · stock · filed 01/07/2026 · $100,001–$250,000 · 23d lag · Not an equity buy

sale ABBV AbbVie Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ACIW ACI Worldwide, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale AMD Advanced Micro Devices, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale AKAM Akamai Technologies, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ALEX Alexander & Baldwin, Inc. Common Stock REIT Holding Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ALLE Allegion plc Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale GOOGL Alphabet Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale GOOG Alphabet Inc. - Class C Capital Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale AXP American Express Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale AMH American Homes 4 Rent Common Shares of Beneficial Interest

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale APPF AppFolio, Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale AAPL Apple Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $15,001–$50,000 · 21d lag · Not an equity buy

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

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale AZN AstraZeneca PLC - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale AVB AvalonBay Communities, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BAC Bank of America Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy

sale BCS Barclays PLC Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BAX Baxter International Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BRK.B Berkshire Hathaway Inc. New Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BHP BHP Group Limited American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BL BlackLine, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BSX Boston Scientific Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BP BP p.l.c. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BCO Brinks Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale AVGO Broadcom Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BRO Brown & Brown, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BWXT BWX Technologies, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale CACI CACI International, Inc. Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale CASY Caseys General Stores, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale CHRD Chord Energy Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale CIEN Ciena Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale CLX Clorox Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale KO Coca-Cola Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale COHR Coherent Corp.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale COP ConocoPhillips Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale CEG Constellation Energy Corporation - Common Stock When-Issued

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale CNM Core & Main, Inc. Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale CMI Cummins Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale CVS CVS Health Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale DHI D.R. Horton, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale DRI Darden Restaurants, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale DDOG Datadog, Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SRE DBA Sempra Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale DELL Dell Technologies Inc. Class C Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale DAL Delta Air Lines, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale DKS Dick's Sporting Goods Inc Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale DUK Duke Energy Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ETN Eaton Corporation, PLC Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SATS EchoStar Corporation - Common stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ECL Ecolab Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale EME EMCOR Group, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale EHC Encompass Health Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ENTG Entegris, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale WTRG Essential Utilities, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale EXC Exelon Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale XOM Exxon Mobil Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale FN Fabrinet Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale FIVE Five Below, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale FMC FMC Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale FTNT Fortinet, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale IT Gartner, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale GTY Getty Realty Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale GS Goldman Sachs Group, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy

sale GSK GSK plc American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale HAS Hasbro, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale HDB HDFC Bank Limited Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy

sale HPE Hewlett Packard Enterprise Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale HOMB Home BancShares, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale HMC Honda Motor Company, Ltd. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale HWM Howmet Aerospace Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale HUM Humana Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale IEX IDEX Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ITW Illinois Tool Works Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ILMN Illumina, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ING ING Group, N.V. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ITT ITT Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale JD JD.com, Inc. - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale JNJ Johnson & Johnson Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale JPM JP Morgan Chase & Co. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy

sale KVUE Kenvue Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale KRG Kite Realty Group Trust Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale L Loews Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale LPX Louisiana-Pacific Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale MGY Magnolia Oil & Gas Corporation Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale MTZ MasTec, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale MCD McDonald's Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

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

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale MGPI MGP Ingredients, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale MSFT Microsoft Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $15,001–$50,000 · 21d lag · Not an equity buy

sale MKSI MKS Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale NFLX Netflix, Inc. - Common Stock

Spouse · etf · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale NTRS Northern Trust Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale NVS Novartis AG Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale NVO Novo Nordisk A/S Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale NVDA NVIDIA Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $15,001–$50,000 · 21d lag · Not an equity buy

sale OPCH Option Care Health, Inc. - Common Stock

Spouse · other · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ORCL Oracle Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ORLY O'Reilly Automotive, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale OSK Oshkosh Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale OTIS Otis Worldwide Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale PLTR Palantir Technologies Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale PDD PDD Holdings Inc. - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale PEP Pepsico, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale PFGC Performance Food Group Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale PII Polaris Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale PFG Principal Financial Group Inc

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy

sale PSTG Pure Storage, Inc. Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale QLYS Qualys, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale PWR Quanta Services, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale RBA RB Global, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale RF Regions Financial Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy

sale RGEN Repligen Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale RIO Rio Tinto Plc Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ROIV Roivant Sciences Ltd. - Common Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SNDK Sandisk Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SAP SAP SE ADS

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SAIC Science Applications International Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SBCF Seacoast Banking Corporation of Florida - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy

sale SHW Sherwin-Williams Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SLB SLB Limited Common Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SGI Somnigroup International Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SONY Sony Group Corporation American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SR Spire Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SFM Sprouts Farmers Market, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale SF Stifel Financial Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy

sale SYY Sysco Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale TSM Taiwan Semiconductor Manufacturing Company Ltd.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale TMHC Taylor Morrison Home Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale TER Teradyne, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale TSLA Tesla, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale TXT Textron Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale BK The Bank of New York Mellon Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy

sale SJM The J.M. Smucker Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale TMO Thermo Fisher Scientific Inc Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale TMUS T-Mobile US, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale TCOM Trip.com Group Limited - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale UBER Uber Technologies, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale UTHR United Therapeutics Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale UNH UnitedHealth Group Incorporated Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale UNM Unum Group Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale UE Urban Edge Properties Common Shares of Beneficial Interest

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale VALE S O : Charles Schwab Brokerage Account 924 SP VALE S.A. American Depositary Shares Each Representing one common share

Self · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale VRT Vertiv Holdings, LLC Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale V Visa Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy

sale VST Vistra Corp. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale WRB W.R. Berkley Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale WMT Walmart Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale WSFS WSFS Financial Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · financials overlap, not a finding · Not an equity buy

sale WYNN Wynn Resorts, Limited - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 21d lag · Not an equity buy

sale ABBV AbbVie Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase ABBV AbbVie Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +12.1%

purchase ACIW ACI Worldwide, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +6.4%

sale ACIW ACI Worldwide, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale AMD Advanced Micro Devices, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase AMD Advanced Micro Devices, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +197.1%

purchase AKAM Akamai Technologies, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +32.5%

sale AKAM Akamai Technologies, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale ALEX Alexander & Baldwin, Inc. Common Stock REIT Holding Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase ALEX Alexander & Baldwin, Inc. Common Stock REIT Holding Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · No price

purchase BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -27.7%

sale BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale ALLE Allegion plc Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase ALLE Allegion plc Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -6.9%

purchase GOOGL Alphabet Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +14.1%

sale GOOGL Alphabet Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale GOOG Alphabet Inc. - Class C Capital Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase GOOG Alphabet Inc. - Class C Capital Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +12.8%

sale AXP American Express Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase AXP American Express Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -11.3%

purchase AMH American Homes 4 Rent Common Shares of Beneficial Interest

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -3.5%

sale AMH American Homes 4 Rent Common Shares of Beneficial Interest

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale APPF AppFolio, Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase APPF AppFolio, Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -8.2%

purchase AAPL Apple Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $15,001–$50,000 · 22d lag · copy +25.1%

sale AAPL Apple Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $15,001–$50,000 · 22d lag · Not an equity buy

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

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

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

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +75.0%

purchase AZN AstraZeneca PLC - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -7.2%

sale AZN AstraZeneca PLC - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale AVB AvalonBay Communities, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase AVB AvalonBay Communities, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Price series is stale

purchase BAC Bank of America Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · copy +12.2%

sale BAC Bank of America Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy

sale BCS Barclays PLC Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase BCS Barclays PLC Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +20.5%

purchase BAX Baxter International Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +25.2%

sale BAX Baxter International Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale BRK.B Berkshire Hathaway Inc. New Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase BRK.B Berkshire Hathaway Inc. New Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +0.0%

purchase BHP BHP Group Limited American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +63.6%

sale BHP BHP Group Limited American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale BL BlackLine, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase BL BlackLine, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -48.3%

sale BSX Boston Scientific Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase BSX Boston Scientific Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -54.6%

purchase BP BP p.l.c. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +21.1%

sale BP BP p.l.c. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale BCO Brinks Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase BCO Brinks Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -2.8%

purchase AVGO Broadcom Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +4.3%

sale AVGO Broadcom Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale BRO Brown & Brown, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase BRO Brown & Brown, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -19.9%

purchase BWXT BWX Technologies, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -14.0%

sale BWXT BWX Technologies, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale CACI CACI International, Inc. Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase CACI CACI International, Inc. Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +5.4%

purchase CASY Caseys General Stores, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +4.8%

sale CASY Caseys General Stores, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale CHRD Chord Energy Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase CHRD Chord Energy Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +53.1%

purchase CIEN Ciena Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +99.9%

sale CIEN Ciena Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale CLX Clorox Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase CLX Clorox Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -18.0%

sale KO Coca-Cola Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase KO Coca-Cola Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +19.1%

purchase COHR Coherent Corp.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +121.6%

sale COHR Coherent Corp.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale COP ConocoPhillips Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase COP ConocoPhillips Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +46.4%

purchase CEG Constellation Energy Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -22.9%

sale CEG Constellation Energy Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale CNM Core & Main, Inc. Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase CNM Core & Main, Inc. Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -5.6%

purchase CMI Cummins Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +12.1%

sale CMI Cummins Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale CVS CVS Health Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase CVS CVS Health Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +11.2%

purchase DHI D.R. Horton, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -4.6%

sale DHI D.R. Horton, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale DRI Darden Restaurants, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase DRI Darden Restaurants, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +21.2%

purchase DDOG Datadog, Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +55.0%

sale DDOG Datadog, Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale SRE DBA Sempra Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase SRE DBA Sempra Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -12.2%

purchase DELL Dell Technologies Inc. Class C Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +361.0%

sale DELL Dell Technologies Inc. Class C Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale DAL Delta Air Lines, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase DAL Delta Air Lines, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +39.7%

purchase DKS Dick's Sporting Goods Inc Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -40.3%

sale DKS Dick's Sporting Goods Inc Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale DUK Duke Energy Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase DUK Duke Energy Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -5.1%

purchase ETN Eaton Corporation, PLC Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +30.1%

sale ETN Eaton Corporation, PLC Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale SATS EchoStar Corporation - Common stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase SATS EchoStar Corporation - Common stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · No price

purchase ECL Ecolab Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +0.9%

sale ECL Ecolab Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale EME EMCOR Group, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase EME EMCOR Group, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +28.4%

purchase EHC Encompass Health Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +5.8%

sale EHC Encompass Health Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale ENTG Entegris, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase ENTG Entegris, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +94.3%

purchase WTRG Essential Utilities, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +1.3%

sale WTRG Essential Utilities, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale EXC Exelon Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase EXC Exelon Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -8.7%

purchase XOM Exxon Mobil Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +35.1%

sale XOM Exxon Mobil Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale FN Fabrinet Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase FN Fabrinet Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +2.4%

purchase FIVE Five Below, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +49.8%

sale FIVE Five Below, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale FMC FMC Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase FMC FMC Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -19.9%

purchase FTNT Fortinet, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +122.1%

sale FTNT Fortinet, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale IT Gartner, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase IT Gartner, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -21.6%

purchase GTY Getty Realty Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +3.7%

sale GTY Getty Realty Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale GS Goldman Sachs Group, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy

purchase GS Goldman Sachs Group, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · copy +23.2%

purchase GSK GSK plc American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +8.6%

sale GSK GSK plc American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale HAS Hasbro, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase HAS Hasbro, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +10.7%

purchase HDB HDFC Bank Limited Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · copy -35.5%

sale HDB HDFC Bank Limited Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy

sale HPE Hewlett Packard Enterprise Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase HPE Hewlett Packard Enterprise Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +196.4%

purchase HOMB Home BancShares, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +6.7%

sale HOMB Home BancShares, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale HMC Honda Motor Company, Ltd. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase HMC Honda Motor Company, Ltd. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +10.2%

purchase HWM Howmet Aerospace Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +15.1%

sale HWM Howmet Aerospace Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale HUM Humana Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase HUM Humana Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +65.0%

sale IEX IDEX Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase IEX IDEX Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +31.0%

purchase ITW Illinois Tool Works Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +8.2%

sale ITW Illinois Tool Works Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale ILMN Illumina, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase ILMN Illumina, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +93.0%

purchase ING ING Group, N.V. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +48.6%

sale ING ING Group, N.V. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale ITT ITT Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase ITT ITT Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +15.3%

purchase JD JD.com, Inc. - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -5.7%

sale JD JD.com, Inc. - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale JNJ Johnson & Johnson Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase JNJ Johnson & Johnson Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +32.3%

purchase JPM JP Morgan Chase & Co. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · copy +18.0%

sale JPM JP Morgan Chase & Co. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy

sale KVUE Kenvue Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase KVUE Kenvue Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +6.3%

purchase KRG Kite Realty Group Trust Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +10.6%

sale KRG Kite Realty Group Trust Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale L Loews Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase L Loews Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +0.5%

purchase LPX Louisiana-Pacific Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -15.5%

sale LPX Louisiana-Pacific Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale MGY Magnolia Oil & Gas Corporation Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase MGY Magnolia Oil & Gas Corporation Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +7.4%

purchase MTZ MasTec, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +14.0%

sale MTZ MasTec, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale MCD McDonald's Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase MCD McDonald's Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -19.8%

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

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +23.8%

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

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale MGPI MGP Ingredients, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase MGPI MGP Ingredients, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -41.1%

purchase MSFT Microsoft Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $15,001–$50,000 · 22d lag · copy +5.6%

sale MSFT Microsoft Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $15,001–$50,000 · 22d lag · Not an equity buy

sale MKSI MKS Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase MKSI MKS Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +78.4%

sale NFLX Netflix, Inc. - Common Stock

Spouse · etf · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase NFLX Netflix, Inc. - Common Stock

Spouse · etf · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -29.6%

purchase NTRS Northern Trust Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +41.6%

sale NTRS Northern Trust Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -22.2%

purchase NVS Novartis AG Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +10.6%

sale NVS Novartis AG Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale NVO Novo Nordisk A/S Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase NVO Novo Nordisk A/S Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -8.4%

purchase NVDA NVIDIA Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $15,001–$50,000 · 22d lag · copy +26.7%

sale NVDA NVIDIA Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $15,001–$50,000 · 22d lag · Not an equity buy

sale OPCH Option Care Health, Inc. - Common Stock

Spouse · other · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase OPCH Option Care Health, Inc. - Common Stock

Spouse · other · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase ORCL Oracle Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -24.5%

sale ORCL Oracle Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale ORLY O'Reilly Automotive, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase ORLY O'Reilly Automotive, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -17.6%

purchase OSK Oshkosh Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +15.6%

sale OSK Oshkosh Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale OTIS Otis Worldwide Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase OTIS Otis Worldwide Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -24.3%

purchase PLTR Palantir Technologies Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +16.3%

sale PLTR Palantir Technologies Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale PDD PDD Holdings Inc. - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase PDD PDD Holdings Inc. - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -31.1%

purchase PEP Pepsico, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -11.1%

sale PEP Pepsico, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale PFGC Performance Food Group Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase PFGC Performance Food Group Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +0.3%

purchase PII Polaris Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -14.3%

sale PII Polaris Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale PFG Principal Financial Group Inc

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy

purchase PFG Principal Financial Group Inc

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · copy +38.3%

purchase PSTG Pure Storage, Inc. Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · No price

sale PSTG Pure Storage, Inc. Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale QLYS Qualys, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase QLYS Qualys, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +26.3%

purchase PWR Quanta Services, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +48.2%

sale PWR Quanta Services, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale RBA RB Global, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase RBA RB Global, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -13.1%

purchase RF Regions Financial Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · copy +14.8%

sale RF Regions Financial Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy

sale RGEN Repligen Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase RGEN Repligen Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +12.0%

purchase RIO Rio Tinto Plc Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +38.9%

sale RIO Rio Tinto Plc Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale ROIV Roivant Sciences Ltd. - Common Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase ROIV Roivant Sciences Ltd. - Common Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +93.3%

sale SNDK Sandisk Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase SNDK Sandisk Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +757.4%

purchase SAP SAP SE ADS

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -12.6%

sale SAP SAP SE ADS

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale SAIC Science Applications International Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase SAIC Science Applications International Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +55.3%

purchase SBCF Seacoast Banking Corporation of Florida - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · copy +9.2%

sale SBCF Seacoast Banking Corporation of Florida - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy

sale SHW Sherwin-Williams Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase SHW Sherwin-Williams Company

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -4.8%

purchase SLB SLB Limited Common Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +43.8%

sale SLB SLB Limited Common Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale SGI Somnigroup International Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase SGI Somnigroup International Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -27.7%

purchase SONY Sony Group Corporation American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -17.6%

sale SONY Sony Group Corporation American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale SR Spire Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase SR Spire Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -8.1%

purchase SFM Sprouts Farmers Market, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -15.2%

sale SFM Sprouts Farmers Market, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale SF Stifel Financial Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy

purchase SF Stifel Financial Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · copy -4.0%

purchase SYY Sysco Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +2.9%

sale SYY Sysco Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale TSM Taiwan Semiconductor Manufacturing Company Ltd.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase TSM Taiwan Semiconductor Manufacturing Company Ltd.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +62.9%

purchase TMHC Taylor Morrison Home Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Price series is stale

sale TMHC Taylor Morrison Home Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale TER Teradyne, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase TER Teradyne, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +138.5%

purchase TSLA Tesla, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -6.7%

sale TSLA Tesla, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale TXT Textron Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase TXT Textron Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -2.3%

purchase BK The Bank of New York Mellon Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · No price

sale BK The Bank of New York Mellon Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy

sale SJM The J.M. Smucker Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase SJM The J.M. Smucker Company Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +14.3%

sale TMO Thermo Fisher Scientific Inc Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase TMO Thermo Fisher Scientific Inc Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +12.3%

purchase TMUS T-Mobile US, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -20.9%

sale TMUS T-Mobile US, Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase TCOM Trip.com Group Limited - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -41.9%

sale TCOM Trip.com Group Limited - American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale UBER Uber Technologies, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase UBER Uber Technologies, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -15.8%

purchase UTHR United Therapeutics Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +4.5%

sale UTHR United Therapeutics Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale UNH UnitedHealth Group Incorporated Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase UNH UnitedHealth Group Incorporated Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +16.3%

purchase UNM Unum Group Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +23.9%

sale UNM Unum Group Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale UE Urban Edge Properties Common Shares of Beneficial Interest

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase UE Urban Edge Properties Common Shares of Beneficial Interest

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +5.3%

purchase VALE VALE S.A. American Depositary Shares Each Representing one common share

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +17.1%

sale VRT Vertiv Holdings, LLC Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase VRT Vertiv Holdings, LLC Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +54.4%

purchase V Visa Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · copy +12.4%

sale V Visa Inc.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy

sale VST Vistra Corp. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase VST Vistra Corp. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -17.0%

purchase WRB W.R. Berkley Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -12.0%

sale WRB W.R. Berkley Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale WMT Walmart Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase WMT Walmart Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy +2.0%

purchase WSFS WSFS Financial Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · copy +40.3%

sale WSFS WSFS Financial Corporation - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · Not an equity buy

sale WYNN Wynn Resorts, Limited - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase WYNN Wynn Resorts, Limited - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 22d lag · copy -30.7%

sale CIEN Ciena Corporation

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 37d lag · Not an equity buy

sale AMZN Amazon.com, Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale AAPL Apple Inc. - Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale ANET Arista Networks, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

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

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale BLK BlackRock, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · financials overlap, not a finding · Not an equity buy

sale FLEX Flex Ltd. - Ordinary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale HSBC HSBC Holdings, plc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale H Hyatt Hotels Corporation Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale INGR Ingredion Incorporated Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale IBKR Interactive Brokers Group, Inc. - Class A Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale LYG Lloyds Banking Group Plc American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · financials overlap, not a finding · Not an equity buy

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

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale ROL Rollins, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale SAP SAP SE ADS

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale SNDR Schneider National, Inc. Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale SHEL Shell PLC American Depositary Shares

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale TSM Taiwan Semiconductor Manufacturing Company Ltd.

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale TM Toyota Motor Corporation Common Stock

Spouse · stock · filed 11/21/2025 · $1,001–$15,000 · 38d lag · Not an equity buy

sale ADC Agree Realty Corporation Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

sale APD Air Products and Chemicals, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

sale AMZN Amazon.com, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase AMH American Homes 4 Rent Common Shares of Beneficial Interest

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy -6.4%

sale AMGN Amgen Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

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

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy +70.4%

purchase BAX Baxter International Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy -0.2%

sale BBT Beacon Financial Corporation Common stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · financials overlap, not a finding · Not an equity buy

sale BCC Boise Cascade, L.L.C. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

sale BTI British American Tobacco Industries, p.l.c. Common Stock ADR

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

sale CHD Church & Dwight Company, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase KO Coca-Cola Company

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy +23.0%

sale CON Concentra Group Holdings Parent, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

sale CSGP CoStar Group, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

sale DHR Danaher Corporation Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase DRI Darden Restaurants, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy +13.0%

sale DEO Diageo plc Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

sale DLB Dolby Laboratories Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

sale DT S O : Charles Schwab Brokerage Account 924 SP Dynatrace, Inc. Common Stock

Self · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase WTRG Essential Utilities, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy -3.1%

purchase FMC FMC Corporation Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy -66.0%

sale FCX Freeport-McMoRan, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase GTY Getty Realty Corporation Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy +5.4%

purchase HDB HDFC Bank Limited Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · financials overlap, not a finding · copy -36.0%

sale HRL Hormel Foods Corporation Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase HUM Humana Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy +33.6%

purchase INGR Ingredion Incorporated Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy -19.3%

purchase KVUE Kenvue Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy +16.6%

purchase LPX Louisiana-Pacific Corporation Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy -27.8%

sale MAN ManpowerGroup Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

sale CART Maplebear Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

sale MMSI Merit Medical Systems, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase MGPI MGP Ingredients, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy -45.4%

purchase NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy -19.5%

sale NVS Novartis AG Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase OPCH Option Care Health, Inc. - Common Stock

Spouse · other · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

sale RS Reliance, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase ROL Rollins, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy -43.5%

sale RHP Ryman Hospitality Properties, Inc.

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase SAP SAP SE ADS

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy -22.5%

sale SBAC SBA Communications Corporation - Class A Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase SLB Schlumberger N.V. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy +45.2%

purchase SNDR Schneider National, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy +39.0%

purchase SFM L : US D : Purchase of SpaceX Private Stock. SP Sprouts Farmers Market, Inc. - Common Stock

Self · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · copy -36.4%

sale UL Unilever PLC Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 27d lag · Not an equity buy

purchase SpaceX

Spouse · stock · filed 10/22/2025 · $100,001–$250,000 · 40d lag · Not an equity buy

purchase ACI Albertsons Companies, Inc. Class A Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy -38.2%

sale ALGN Align Technology, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase AMZN Amazon.com, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy +18.0%

purchase AAPL Apple Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy +30.4%

purchase BHP BHP Group Limited American Depositary Shares

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy +53.6%

sale BURL Burlington Stores, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale CARR Carrier Global Corporation Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale CTAS Cintas Corporation - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale CL Colgate-Palmolive Company Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale CVLT Commvault Systems, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase CON Concentra Group Holdings Parent, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy +67.9%

sale STZ Constellation Brands, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase CNM Core & Main, Inc. Class A Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy -18.0%

purchase DEO Diageo plc Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy -10.9%

purchase DLB Dolby Laboratories Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy -14.7%

purchase DT Dynatrace, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy +13.8%

sale EXPO Exponent, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale FLO Flowers Foods, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale FCN FTI Consulting, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase IT Gartner, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy -26.7%

sale GPK Graphic Packaging Holding Company

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale HCA HCA Healthcare, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase HDB HDFC Bank Limited Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · financials overlap, not a finding · copy -36.0%

purchase HRL Hormel Foods Corporation Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy -15.2%

sale INTU Intuit Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale KDP Keurig Dr Pepper Inc.

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale LI Li Auto Inc. - American Depositary Shares

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase MAN ManpowerGroup Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy +68.9%

sale MSFT Microsoft Corporation - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale NWG NatWest Group plc American Depositary Shares,

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase NVS Novartis AG Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy +7.8%

purchase NVO Novo Nordisk A/S Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy -24.3%

sale OGE OGE Energy Corp Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale PYPL PayPal Holdings, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase QLYS Qualys, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy +41.5%

sale SNY Sanofi - American Depositary Shares

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase SBAC SBA Communications Corporation - Class A Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy -11.0%

purchase SAIC Science Applications International Corporation - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy +34.9%

sale SNPS Synopsys, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase TSLA Tesla, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy -10.6%

sale TXRH Texas Roadhouse, Inc. - Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale TTE TotalEnergies SE

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

sale TYL Tyler Technologies, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase UL Unilever PLC Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · copy -12.6%

sale UPS United Parcel Service, Inc. Common Stock

Spouse · stock · filed 10/22/2025 · $1,001–$15,000 · 41d lag · Not an equity buy

purchase STX Seagate Technology Holdings PLC - Ordinary Shares

Spouse · stock · filed 10/22/2025 · $15,001–$50,000 · 44d lag · copy +302.0%

sale TSM Taiwan Semiconductor Manufacturing Company Ltd.

Spouse · stock · filed 09/12/2025 · $50,001–$100,000 · 15d lag · Not an equity buy

purchase ACIW ACI Worldwide, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 24d lag · copy -1.4%

purchase HCA HCA Healthcare, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 24d lag · copy +5.5%

sale AMED Amedisys Inc - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 25d lag · Not an equity buy

purchase ADC Agree Realty Corporation Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -7.7%

purchase AKAM Akamai Technologies, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +52.7%

sale LNT Alliant Energy Corporation

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

purchase APPF AppFolio, Inc. - Class A Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -24.0%

purchase ANET Arista Networks, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +47.1%

sale BILL BILL Holdings, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

purchase BL BlackLine, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -47.6%

purchase BURL Burlington Stores, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -5.7%

purchase CL Colgate-Palmolive Company Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +3.7%

purchase CVLT Commvault Systems, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -19.0%

purchase CSGP CoStar Group, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -66.7%

sale CUBE CubeSmart Common Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

purchase DDOG Datadog, Inc. - Class A Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +79.1%

purchase DPZ Domino's Pizza Inc - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -34.5%

sale DUOL S O : Charles Schwab Brokerage Account 924 SP Duolingo, Inc. - Class A Common Stock

Self · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

sale ELV Elevance Health, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

sale EQNR Equinor ASA

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

purchase EXPO Exponent, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -4.5%

purchase FTNT Fortinet, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +118.4%

purchase FCX Freeport-McMoRan, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +62.2%

purchase FCN FTI Consulting, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -14.1%

sale GWRE Guidewire Software, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

sale IBN ICICI Bank Limited Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · financials overlap, not a finding · Not an equity buy

sale INFY Infosys Limited American Depositary Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

purchase IBKR Interactive Brokers Group, Inc. - Class A Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +46.1%

purchase INTU Intuit Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -53.0%

purchase JD JD.com, Inc. - American Depositary Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -20.3%

purchase KRG Kite Realty Group Trust Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +11.6%

purchase LI Li Auto Inc. - American Depositary Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -54.5%

purchase CART Maplebear Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -3.1%

purchase NWG NatWest Group plc American Depositary Shares,

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +29.8%

sale NNN NNN REIT, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

purchase OGE OGE Energy Corp Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +1.6%

purchase PFGC Performance Food Group Company Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -12.5%

sale SAP SAP SE ADS

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

sale NOW ServiceNow, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

sale FUN Six Flags Entertainment Corporation Common Stock New

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

purchase SNPS Synopsys, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -6.9%

sale TPL Texas Pacific Land Corporation Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

purchase TXRH Texas Roadhouse, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -1.0%

sale TTD The Trade Desk, Inc. - Class A Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

purchase TTE TotalEnergies SE

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +46.0%

purchase TM Toyota Motor Corporation Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -2.5%

purchase TYL Tyler Technologies, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy -39.0%

purchase UNH UnitedHealth Group Incorporated Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · copy +7.5%

sale USFD US Foods Holding Corp. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

sale VRSK Verisk Analytics, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

sale WSO Watsco, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

sale YUM Yum! Brands, Inc.

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 30d lag · Not an equity buy

purchase BBAI BigBear.ai, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $15,001–$50,000 · 36d lag · copy -44.0%

purchase APD Air Products and Chemicals, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -5.0%

purchase ALGN Align Technology, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +10.5%

purchase LNT Alliant Energy Corporation

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +0.2%

sale BUD Anheuser-Busch Inbev SA Sponsored ADR

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale MT Arcelor Mittal NY Registry Shares NEW

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase AVB AvalonBay Communities, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Price series is stale

sale BAX Baxter International Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase BHLB Berkshire Hills Bancorp, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · No price

sale BHP BHP Group Limited American Depositary Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase BCC Boise Cascade, L.L.C. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -12.2%

sale BSX Boston Scientific Corporation Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase BTI British American Tobacco Industries, p.l.c. Common Stock ADR

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -1.4%

purchase BRO Brown & Brown, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -31.2%

sale CSL Carlisle Companies Incorporated Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase CARR Carrier Global Corporation Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -11.8%

purchase CHD Church & Dwight Company, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +2.6%

sale CSCO Cisco Systems, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale CNH CNH Industrial N.V. Common Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale CAG ConAgra Brands, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale CRWD CrowdStrike Holdings, Inc. - Class A Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase CUBE CubeSmart Common Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -4.7%

sale DEO Diageo plc Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale DOCU DocuSign, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale DLB Dolby Laboratories Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale DBX Dropbox, Inc. - Class A Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale EMN Eastman Chemical Company Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase ENTG Entegris, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +62.7%

sale EPAM EPAM Systems, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase EQNR Equinor ASA

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +74.6%

sale FR First Industrial Realty Trust, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase FLEX Flex Ltd. - Ordinary Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +94.4%

purchase FLO Flowers Foods, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -56.7%

sale FCPT Four Corners Property Trust, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale GS Goldman Sachs Group, Inc.

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · financials overlap, not a finding · Not an equity buy

sale GGG Graco Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale GPI Group 1 Automotive, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase GSK GSK plc American Depositary Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +25.5%

purchase GWRE Guidewire Software, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -40.9%

sale HDB HDFC Bank Limited Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · financials overlap, not a finding · Not an equity buy

sale DOC Healthpeak Properties, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase HIMS Hims & Hers Health, Inc. Class A Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -46.6%

sale HON Honeywell International Inc.

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale HWM Howmet Aerospace Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase IEX IDEX Corporation Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +37.8%

purchase INFY Infosys Limited American Depositary Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -35.9%

purchase JNJ Johnson & Johnson Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +51.6%

sale LAD Lithia Motors, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase MGY Magnolia Oil & Gas Corporation Class A Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +2.5%

sale MKC McCormick & Company, Incorporated Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale MEDP Medpace Holdings, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale MRK Merck & Company, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale MU Micron Technology, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase MKSI MKS Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +122.4%

sale MORN Morningstar, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale NYT New York Times Company

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale NOG Northern Oil and Gas, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale NOVT Novanta Inc. - Common Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale NVO Novo Nordisk A/S Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale ORLY O'Reilly Automotive, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase OTIS Otis Worldwide Corporation Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -25.5%

sale PAYX Paychex, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase PYPL PayPal Holdings, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -21.8%

sale PFE Pfizer, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale PECO Phillips Edison & Company, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale RRC Range Resources Corporation Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase RS Reliance, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +32.1%

sale ROP Roper Technologies, Inc.

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale RGLD Royal Gold, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase RHP Ryman Hospitality Properties, Inc.

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +21.3%

purchase SNY Sanofi - American Depositary Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -9.6%

purchase SAP SAP SE ADS

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -16.7%

purchase NOW ServiceNow, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -26.0%

purchase SONY Sony Group Corporation American Depositary Shares

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -19.7%

sale THC Tenet Healthcare Corporation Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale TXN Texas Instruments Incorporated - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase TXT Textron Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -2.7%

sale UL Unilever PLC Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale UNP Union Pacific Corporation Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

purchase UPS United Parcel Service, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +11.6%

purchase UNM Unum Group Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy +24.4%

purchase VRSK Verisk Analytics, Inc. - Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · copy -34.3%

sale WHR Whirlpool Corporation Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale WDAY Workday, Inc. - Class A Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale XPO XPO, Inc. Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale ZTS Zoetis Inc. Class A Common Stock

Spouse · stock · filed 09/12/2025 · $1,001–$15,000 · 39d lag · Not an equity buy

sale AMZN Amazon.com, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 9d lag · Not an equity buy

sale AMAT Applied Materials, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 9d lag · Not an equity buy

sale AJG Arthur J. Gallagher & Co. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 9d lag · Not an equity buy

sale ALV Autoliv, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 9d lag · Not an equity buy

sale ABBV AbbVie Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase ABBV AbbVie Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +31.1%

sale ACI Albertsons Companies, Inc. Class A Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -6.4%

sale AMZN Amazon.com, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale AR Antero Resources Corporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale AAPL Apple Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase AMAT Applied Materials, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +147.1%

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

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase AZN AstraZeneca PLC - American Depositary Shares

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +8.0%

purchase ALV Autoliv, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +0.5%

purchase BAX Baxter International Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -4.4%

purchase BHP BHP Group Limited American Depositary Shares

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +59.8%

purchase CSCO Cisco Systems, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +63.9%

purchase CNH CNH Industrial N.V. Common Shares

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +7.4%

purchase CAG ConAgra Brands, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -23.4%

sale CW Curtiss-Wright Corporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase DHR Danaher Corporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +3.4%

sale DRI Darden Restaurants, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase DBX Dropbox, Inc. - Class A Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +28.8%

purchase EHC Encompass Health Corporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +1.9%

purchase EPAM EPAM Systems, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -28.7%

purchase XOM Exxon Mobil Corporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +47.2%

purchase FI Fiserv, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · No price

sale IT Gartner, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase GPI Group 1 Automotive, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -44.7%

purchase HDB HDFC Bank Limited Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · financials overlap, not a finding · copy -36.2%

sale HRL Hormel Foods Corporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale KMI Kinder Morgan, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase LAD Lithia Motors, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +2.0%

sale LULU lululemon athletica inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase MKC McCormick & Company, Incorporated Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -30.6%

purchase MEDP Medpace Holdings, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +35.5%

purchase MMSI Merit Medical Systems, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -0.5%

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

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -4.7%

purchase MU Micron Technology, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +747.4%

purchase MORN Morningstar, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -22.5%

purchase NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -4.5%

purchase NYT New York Times Company

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +17.0%

purchase NOVT Novanta Inc. - Common Shares

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +9.1%

sale NVS Novartis AG Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase RRC Range Resources Corporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +10.9%

purchase RGEN Repligen Corporation - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +43.5%

sale RVTY Revvity, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase ROP Roper Technologies, Inc.

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -30.2%

purchase RGLD Royal Gold, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +45.5%

sale SNY Sanofi - American Depositary Shares

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale SAP SAP SE ADS

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale SLB Schlumberger N.V. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase SBUX Starbucks Corporation - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +1.4%

purchase TRGP Targa Resources, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +73.3%

sale TFX Teleflex Incorporated Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase TPL Texas Pacific Land Corporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +25.4%

purchase TMO Thermo Fisher Scientific Inc Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +37.0%

purchase UL Unilever PLC Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -10.5%

purchase UNP Union Pacific Corporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +21.4%

sale WAT Waters Corporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale WDFC WD-40 Company - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale WST West Pharmaceutical Services, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

sale WAL Western Alliance Bancorporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · Not an equity buy

purchase WHR Whirlpool Corporation Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -63.0%

purchase XPO XPO, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy +35.5%

purchase ZTS Zoetis Inc. Class A Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 22d lag · copy -52.9%

sale WMS Advanced Drainage Systems, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

sale A Agilent Technologies, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

purchase ACI Albertsons Companies, Inc. Class A Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · copy -36.6%

purchase ALEX Alexander & Baldwin, Inc. Common Stock REIT Holding Company

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · No price

purchase BUD Anheuser-Busch Inbev SA Sponsored ADR

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · copy +28.6%

sale ADP Automatic Data Processing, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

purchase BRK.B S O : Charles Schwab Brokerage Account 924 SP Berkshire Hathaway Inc. New Common Stock

Self · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · copy +4.9%

purchase BLK S O : Charles Schwab Brokerage Account 924 SP BlackRock, Inc. Common Stock

Self · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · financials overlap, not a finding · copy -5.5%

sale SCHW Charles Schwab Corporation

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · financials overlap, not a finding · Not an equity buy

sale CTSH Cognizant Technology Solutions Corporation - Class A Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

sale CDP COPT Defense Properties Common Shares of Beneficial Interest

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

sale CUZ Cousins Properties Incorporated Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

purchase CRWD CrowdStrike Holdings, Inc. - Class A Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · copy +130.7%

purchase DRI Darden Restaurants, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · copy +2.5%

sale DE Deere & Company Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

sale FANG Diamondback Energy, Inc. - Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

sale LLY Eli Lilly and Company Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

sale EQH Equitable Holdings, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

sale EG Everest Group, Ltd. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · Not an equity buy

purchase FCPT Four Corners Property Trust, Inc. Common Stock

Spouse · stock · filed 08/13/2025 · $1,001–$15,000 · 28d lag · copy -10.7%

purchase IT Gartner, Inc. Common Stock