Activity
9883 disclosed transactions
| Trade | Filed | Symbol | Action | Shares | Entry / exit | Range | Filing |
|---|---|---|---|---|---|---|---|
Sep 1, 2026 Spouse | Sep 4, 2026 | — P_RPETUAL AM RICAN EXPRESS CO HYBRID * | Buy | — | — | $1,001 – $15,000 | 9116328 P_RPETUAL AM RICAN EXPRESS CO HYBRID * |
Aug 27, 2026 Spouse | Sep 4, 2026 | — P 500 INDEX WELLS FARGO FINANCE LLC ÜNKED TO | Buy | — | — | $1,001 – $15,000 | 9116328 P 500 INDEX WELLS FARGO FINANCE LLC ÜNKED TO |
Aug 27, 2026 Dependent | Sep 4, 2026 | — P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 9116328 P 500 INDEX |
Aug 24, 2026 Spouse | Sep 4, 2026 | CARR Carrier Global Corporation Common Stock | Buy | 133.41estimated | $59.97 | $1,001 – $15,000 | 9116328 CARRIER GLOBAL CORPORATION CMN |
Aug 24, 2026 Spouse | Sep 4, 2026 | — CRH PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 9116328 CRH PUBLIC LIMITED COMPANY CMN |
Aug 24, 2026 Member | Sep 4, 2026 | — DOLLAR GENERAL CORPORATION CMY | Buy | — | — | $1,001 – $15,000 | 9116328 DOLLAR GENERAL CORPORATION CMY |
Aug 24, 2026 Member | Sep 4, 2026 | — CONSOUDATED EDISON INC CMN | Buy | — | — | $1,001 – $15,000 | 9116328 CONSOUDATED EDISON INC CMN |
Aug 24, 2026 Spouse | Sep 4, 2026 | LEN Lennar Corporation Class A | Buy | 90.75estimated | $88.16 | $1,001 – $15,000 | 9116328 LENNAR CORPORATION CMN |
Aug 24, 2026 Spouse | Sep 4, 2026 | MRNA Moderna, Inc. | Buy | 57.6estimated | $138.89 | $1,001 – $15,000 | 9116328 MODERNA INC CMN |
Aug 24, 2026 Spouse | Sep 4, 2026 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 53.1estimated | $150.66 | $1,001 – $15,000 | 9116328 MERCK & CO INC. CMN |
Aug 24, 2026 Spouse | Sep 4, 2026 | LOW Lowe's Companies, Inc. | Buy | 36.87estimated | $216.98 | $1,001 – $15,000 | 9116328 LOWES COMPANIES INC CMN |
Aug 19, 2026 Dependent | Sep 4, 2026 | FDS FactSet Research Systems Inc. | Buy | 26.84estimated | $298.10 | $1,001 – $15,000 | 9116328 FACTSET RESEARCH SYSTEMS INC CMN |
Aug 19, 2026 Spouse | Sep 4, 2026 | FDS FactSet Research Systems Inc. | Buy | 26.84estimated | $298.10 | $1,001 – $15,000 | 9116328 FACTSET RESEARCH SYSTEMS INC CMN |
Aug 13, 2026 Spouse | Sep 4, 2026 | CHWY Chewy, Inc. Class A | Buy | 356.21estimated | $22.46 | $1,001 – $15,000 | 9116328 CHEWY INC CMN |
Aug 12, 2026 Spouse | Sep 4, 2026 | CHWY Chewy, Inc. Class A | Buy | 357.96estimated | $22.35 | $1,001 – $15,000 | 9116328 CHEWY INC CMN |
Aug 11, 2026 Spouse | Sep 4, 2026 | CHWY Chewy, Inc. Class A | Buy | 356.05estimated | $22.47 | $1,001 – $15,000 | 9116328 CHEWY INC CMN |
Aug 10, 2026 Dependent | Sep 4, 2026 | NKE Nike, Inc. | Sell | 189.99estimated | $42.11 | $1,001 – $15,000 | 9116328 NIKE CLASS-B CMN |
Aug 10, 2026 Dependent | Sep 4, 2026 | TMUS T-Mobile US, Inc. | Sell | 44.9estimated | $178.20 | $1,001 – $15,000 | 9116328 T MOBILE US INC CMN |
Aug 10, 2026 Dependent | Sep 4, 2026 | CARR Carrier Global Corporation Common Stock | Buy | 126.11estimated | $63.44 | $1,001 – $15,000 | 9116328 CARRIER GLOBAL CORPORATION CMN X |
Aug 10, 2026 Dependent | Sep 4, 2026 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 9116328 QUALCOMM INC CMN |
Aug 10, 2026 Dependent | Sep 4, 2026 | PWR Quanta Services, Inc. | Buy | 12.11estimated | $660.86 | $1,001 – $15,000 | 9116328 QUANTA SERVICES INC CMN |
Aug 10, 2026 Dependent | Sep 4, 2026 | — ANITY ELECTRONICS INC CMN | Buy | — | — | $1,001 – $15,000 | 9116328 ANITY ELECTRONICS INC CMN |
Aug 10, 2026 Dependent | Sep 4, 2026 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 9116328 INTL BUSINESS MACHINES CORP CMN |
Aug 10, 2026 Dependent | Sep 4, 2026 | COIN Coinbase Global, Inc. Class A | Buy | 53.81estimated | $148.68 | $1,001 – $15,000 | 9116328 COINBASE GLOBAL INC CMN |
Aug 7, 2026 Dependent | Sep 4, 2026 | AMRZ Amrize Ltd Ordinary Shares | Buy | 171.54estimated | $46.64 | $1,001 – $15,000 | 9116328 AMRIZE LTD CMN |
Aug 7, 2026 Spouse | Sep 4, 2026 | AMRZ Amrize Ltd Ordinary Shares | Buy | 171.54estimated | $46.64 | $1,001 – $15,000 | 9116328 AMRIZE LTD CMN |
Aug 3, 2026 Spouse | Sep 4, 2026 | — MODERNA ING CMN | Sell | — | — | $1,001 – $15,000 | 9116328 MODERNA ING CMN |
Aug 3, 2026 Spouse | Sep 4, 2026 | COHR Coherent Corp. | Sell | 27.77estimated | $288.14 | $1,001 – $15,000 | 9116328 COHERENT CORP CMN |
Aug 3, 2026 Member | Sep 4, 2026 | — P COIA BASE GLOBAL INC EMN CLASSA | Buy | — | — | $1,001 – $15,000 | 9116328 P COIA BASE GLOBAL INC EMN CLASSA |
Aug 3, 2026 Spouse | Sep 4, 2026 | — CADENCE DESIGN SYSTEMS INCON | Buy | — | — | $1,001 – $15,000 | 9116328 CADENCE DESIGN SYSTEMS INCON |
Aug 3, 2026 Member | Sep 4, 2026 | — P INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 9116328 P INTL BUSINESS MACHINES CORP CMN |
Aug 3, 2026 Spouse | Sep 4, 2026 | APP Applovin Corporation Class A | Buy | 19.7estimated | $406.16 | $1,001 – $15,000 | 9116328 APPLOVIN CORPORATION CMN |
Aug 3, 2026 Member | Sep 4, 2026 | — P RESMED INC CAN | Buy | — | — | $1,001 – $15,000 | 9116328 P RESMED INC CAN |
Aug 3, 2026 Spouse | Sep 4, 2026 | — LENNAR CORPORATION CAN CLASS A | Buy | — | — | $1,001 – $15,000 | 9116328 LENNAR CORPORATION CAN CLASS A |
Aug 3, 2026 Spouse | Sep 4, 2026 | — UNITED AIRLINES HOLDINGS ING CMN | Buy | — | — | $1,001 – $15,000 | 9116328 UNITED AIRLINES HOLDINGS ING CMN |
Aug 3, 2026 Spouse | Sep 4, 2026 | FCX Freeport-McMoRan, Inc. | Buy | 125.72estimated | $63.64 | $1,001 – $15,000 | 9116328 FREEPORT MCMORAN INC CMN |
Aug 3, 2026 Spouse | Sep 4, 2026 | — ATT INC, CMN | Buy | — | — | $1,001 – $15,000 | 9116328 ATT INC, CMN |
Aug 3, 2026 Spouse | Sep 4, 2026 | — CORP CLASSA | Buy | — | — | $1,001 – $15,000 | 9116328 CORP CLASSA |
Aug 3, 2026 Spouse | Sep 4, 2026 | — ORD MOTOR COMPANY CMN = | Buy | — | — | $1,001 – $15,000 | 9116328 ORD MOTOR COMPANY CMN = |
Jul 30, 2026 Spouse | Aug 7, 2026 | — CHEWY INC CMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 9116267 CHEWY INC CMIN CLASS A |
Jul 30, 2026 Spouse | Aug 7, 2026 | — ICMN | Buy | — | — | $1,001 – $15,000 | 9116267 ICMN |
Jul 27, 2026 Spouse | Aug 7, 2026 | CALY Callaway Golf Company | Buy | 437.9estimated | $18.27 | $1,001 – $15,000 | 9116267 CALLAWAY GOLF COMPANY CMN |
Jul 24, 2026 Dependent | Aug 7, 2026 | — ADVANCED MICRO DEVICES ING CMN | Buy | — | — | $1,001 – $15,000 | 9116267 ADVANCED MICRO DEVICES ING CMN |
Jul 24, 2026 Dependent | Aug 7, 2026 | — ARM HOLDINGS PLC ADR CMN | Buy | — | — | $1,001 – $15,000 | 9116267 ARM HOLDINGS PLC ADR CMN |
Jul 23, 2026 Spouse | Aug 7, 2026 | — ICMN | Buy | — | — | $1,001 – $15,000 | 9116267 ICMN |
Jul 23, 2026 Dependent | Aug 7, 2026 | — LUBER TECHNOLOSIES INC. CMN | Buy | — | — | $1,001 – $15,000 | 9116267 LUBER TECHNOLOSIES INC. CMN |
Jul 23, 2026 Spouse | Aug 7, 2026 | — CHEWY INC OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 9116267 CHEWY INC OMN CLASS A |
Jul 22, 2026 Spouse | Aug 7, 2026 | CHWY Chewy, Inc. Class A | Buy | 371.77estimated | $21.52 | $1,001 – $15,000 | 9116267 CHEWY INC CMN |
Jul 21, 2026 Spouse | Aug 7, 2026 | CHWY Chewy, Inc. Class A | Buy | 371.94estimated | $21.51 | $1,001 – $15,000 | 9116267 CHEWY INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | — APOLLO GLOBAL MANAGEMENT INC COINBASE GLOBAL, INC CMN | Buy | — | — | $1,001 – $15,000 | 9116267 APOLLO GLOBAL MANAGEMENT INC COINBASE GLOBAL, INC CMN |
Jul 20, 2026 Member | Aug 7, 2026 | FAST Fastenal Company | Buy | 178.74estimated | $44.76 | $1,001 – $15,000 | 9116267 P FASTENAL COMPANY CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | LULU lululemon athletica inc. | Buy | 68.57estimated | $116.67 | $1,001 – $15,000 | 9116267 LULULEMON ATHLETICA INC. CMN |
Jul 20, 2026 Member | Aug 7, 2026 | — P VERTIV HOLDINGS LLC CMN | Buy | — | — | $1,001 – $15,000 | 9116267 P VERTIV HOLDINGS LLC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | — ING ENERGY INC CMN | Buy | — | — | $1,001 – $15,000 | 9116267 ING ENERGY INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | HON Honeywell International Inc. | Buy | 35.37estimated | $226.18 | $1,001 – $15,000 | 9116267 HONEYWELL INTERNATIONAL INC CMN |
Jul 20, 2026 Member | Aug 7, 2026 | ISRG Intuitive Surgical, Inc. | Buy | 22.65estimated | $353.17 | $1,001 – $15,000 | 9116267 P INTUITIVE SURGICAL, INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | LEN Lennar Corporation Class A | Buy | 96.51estimated | $82.90 | $1,001 – $15,000 | 9116267 LENNAR CORPORATION CMN |
Jul 20, 2026 Member | Aug 7, 2026 | ORCL Oracle Corporation | Buy | 65.91estimated | $121.38 | $1,001 – $15,000 | 9116267 P ORACLE CORPORATION CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | — QUALCOMM INC CMN K | Buy | — | — | $1,001 – $15,000 | 9116267 QUALCOMM INC CMN K |
Jul 20, 2026 Spouse | Aug 7, 2026 | GRMN Garmin Ltd. Common Stock (Switzerland) | Buy | 32.68estimated | $244.79 | $1,001 – $15,000 | 9116267 GARMIN LTD CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | MOS Mosaic Company (The) | Buy | 357.01estimated | $22.41 | $1,001 – $15,000 | 9116267 MOSAIC COMPANY (THE) CMN x |
Jul 20, 2026 Spouse | Aug 7, 2026 | AZO AutoZone, Inc. | Buy | 2.67estimated | $2,994 | $1,001 – $15,000 | 9116267 AUTOZONE INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | SMCI Super Micro Computer, Inc. | Buy | 335.73estimated | $23.83 | $1,001 – $15,000 | 9116267 SUPER MICRO COMPUTER INC. CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | PYPL PayPal Holdings, Inc. | Buy | 140.8estimated | $56.82 | $1,001 – $15,000 | 9116267 PAYPAL HOLDINGS INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | PTC PTC Inc. | Buy | 64.09estimated | $124.83 | $1,001 – $15,000 | 9116267 PTC INC. CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | — LEIDOS HIDGS INC CMN | Buy | — | — | $1,001 – $15,000 | 9116267 LEIDOS HIDGS INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 72.27estimated | $110.70 | $1,001 – $15,000 | 9116267 CISCO SYSTEMS INC. CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | HCA HCA Healthcare, Inc. | Buy | 21.6estimated | $370.42 | $1,001 – $15,000 | 9116267 HCA HEALTHCARE INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | AVGO Broadcom Inc. | Buy | 21.16estimated | $378.16 | $1,001 – $15,000 | 9116267 BROADCOM INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | MSFT Microsoft Corporation | Buy | 19.89estimated | $402.29 | $1,001 – $15,000 | 9116267 MICROSOFT CORPORATION CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | DG Dollar General Corporation | Buy | 64.13estimated | $124.75 | $1,001 – $15,000 | 9116267 DOLLAR GENERAL CORPORATION CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | — GE HEALTHCARE TECHNOLOGIES INC JOHNSON & JOHNSON CMN | Buy | — | — | $1,001 – $15,000 | 9116267 GE HEALTHCARE TECHNOLOGIES INC JOHNSON & JOHNSON CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | TSLA Tesla, Inc. | Buy | 21.65estimated | $369.57 | $1,001 – $15,000 | 9116267 TESLA INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | CRM Salesforce, Inc. | Buy | 46.04estimated | $173.79 | $1,001 – $15,000 | 9116267 SALESFORCE INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | TXN Texas Instruments Incorporated | Buy | 28.16estimated | $284.07 | $1,001 – $15,000 | 9116267 TEXAS INSTRUMENTS INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | APD Air Products and Chemicals, Inc. | Buy | 26.97estimated | $296.63 | $1,001 – $15,000 | 9116267 AIR PRODUCTS & CHEMICALS INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 9116267 A VOTING |
Jul 20, 2026 Member | Aug 7, 2026 | NEE NextEra Energy, Inc. | Buy | 90.91estimated | $88.00 | $1,001 – $15,000 | 9116267 P NEXTERA ENERGY INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | HD Home Depot, Inc. (The) | Buy | 24.02estimated | $333.04 | $1,001 – $15,000 | 9116267 THE HOME DEPOT INC CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | GILD Gilead Sciences, Inc. | Buy | 60.06estimated | $133.21 | $1,001 – $15,000 | 9116267 GILEAD SCIENCES CMN |
Jul 20, 2026 Spouse | Aug 7, 2026 | — VISA INC. OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 9116267 VISA INC. OMN CLASS A |
Jul 16, 2026 Dependent | Aug 7, 2026 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 9116267 S&P 500 INDEX |
Jul 14, 2026 Dependent | Aug 7, 2026 | CHWY Chewy, Inc. Class A | Buy | 393.15estimated | $20.35 | $1,001 – $15,000 | 9116267 CHEWY INC CMN |
Jul 14, 2026 Spouse | Aug 7, 2026 | CHWY Chewy, Inc. Class A | Buy | 393.15estimated | $20.35 | $1,001 – $15,000 | 9116267 CHEWY INC CMN |
Jul 13, 2026 Spouse | Aug 7, 2026 | TENB Tenable Holdings, Inc. | Sell | 204.09estimated | $39.20 | $1,001 – $15,000 | 9116267 TENABLE HOLDINGS INC CMN |
Jul 13, 2026 Dependent | Aug 7, 2026 | — CHEWY ING CMN | Buy | — | — | $1,001 – $15,000 | 9116267 CHEWY ING CMN |
Jul 10, 2026 Member | Aug 7, 2026 | — RELX PLESPONSORED ADR CMN | Sell | — | — | $1,001 – $15,000 | 9116267 RELX PLESPONSORED ADR CMN |
Jul 10, 2026 Spouse | Aug 7, 2026 | — SPONSORED ADR CMN | Sell | — | — | $1,001 – $15,000 | 9116267 SPONSORED ADR CMN |
Jul 10, 2026 Member | Aug 7, 2026 | — P CALL/SMFG FLEX EURO PM 25 EXP | Buy | — | — | $1,001 – $15,000 | 9116267 P CALL/SMFG FLEX EURO PM 25 EXP |
Jul 9, 2026 Spouse | Aug 7, 2026 | TENB Tenable Holdings, Inc. | Receive | 193.39estimated | $41.37 | $1,001 – $15,000 | 9116267 TENABLE HOLDINGS INC CMN |
Jul 9, 2026 Member | Aug 7, 2026 | PENN PENN Entertainment, Inc. | Sell | 386.68estimated | $20.69 | $1,001 – $15,000 | 9116267 P PENN ENTERTAINMENT INC CMN |
Jul 9, 2026 Spouse | Aug 7, 2026 | UBER Uber Technologies, Inc. | Buy | 107.61estimated | $74.35 | $1,001 – $15,000 | 9116267 UBER TECHNOLOGIES INC CMN |
Jul 8, 2026 Dependent | Aug 7, 2026 | — j27J0 | Buy | — | — | $1,001 – $15,000 | 9116267 j27J0 |
Jul 8, 2026 Spouse | Aug 7, 2026 | MU Micron Technology, Inc. | Receive | 8.43estimated | $948.80 | $1,001 – $15,000 | 9116267 MICRON TECHNOLOGY INC. CMN |
Jul 8, 2026 Member | Aug 7, 2026 | — P (URER TECHNOLOGIES INC CMN | Buy | — | — | $1,001 – $15,000 | 9116267 P (URER TECHNOLOGIES INC CMN |
Jul 8, 2026 Spouse | Aug 7, 2026 | — ANGEN INC. CMN | Buy | — | — | $1,001 – $15,000 | 9116267 ANGEN INC. CMN |
Jul 7, 2026 Dependent | Aug 7, 2026 | PLTR Palantir Technologies Inc. Class A | Buy | 59.54estimated | $134.37 | $1,001 – $15,000 | 9116267 PALANTIR TECHNOLOGIES INC CMN |
Jul 7, 2026 Dependent | Aug 7, 2026 | NOW ServiceNow, Inc. | Buy | 72.25estimated | $110.73 | $1,001 – $15,000 | 9116267 SERVICENOW INC CMN |
Jul 7, 2026 Dependent | Aug 7, 2026 | WMT Walmart Inc. | Buy | 71.73estimated | $111.54 | $1,001 – $15,000 | 9116267 WALMART INC CMN |
Jul 7, 2026 Spouse | Aug 7, 2026 | TENB Tenable Holdings, Inc. | Sell | 196.96estimated | $40.62 | $1,001 – $15,000 | 9116267 TENABLE HOLDINGS INC CMN |
Jul 7, 2026 Member | Aug 7, 2026 | — oc CMN K | Buy | — | — | $1,001 – $15,000 | 9116267 oc CMN K |
Jul 7, 2026 Dependent | Aug 7, 2026 | LEN Lennar Corporation Class A | Buy | 92.24estimated | $86.74 | $1,001 – $15,000 | 9116267 LENNAR CORPORATION CMN |
Jul 7, 2026 Dependent | Aug 7, 2026 | HUBB Hubbell Inc | Buy | 16.71estimated | $478.89 | $1,001 – $15,000 | 9116267 HUBBELL. INCORPORATED CMN |
Jul 7, 2026 Dependent | Aug 7, 2026 | FTNT Fortinet, Inc. | Buy | 50.42estimated | $158.67 | $1,001 – $15,000 | 9116267 FORTINET INC CMN |
Jul 7, 2026 Dependent | Aug 7, 2026 | MOS Mosaic Company (The) | Buy | 378.81estimated | $21.12 | $1,001 – $15,000 | 9116267 MOSAIC COMPANY (THE) CMN |
Jul 7, 2026 Dependent | Aug 7, 2026 | WDAY Workday, Inc. Class A | Buy | 55.69estimated | $143.65 | $1,001 – $15,000 | 9116267 WORKDAY INC CMN |
Jul 7, 2026 Dependent | Aug 7, 2026 | CBRE CBRE Group Inc Common Stock Class A | Buy | 55.66estimated | $143.73 | $1,001 – $15,000 | 9116267 CBRE GROUP INC. CMN |
Jul 6, 2026 Spouse | Aug 7, 2026 | UBER Uber Technologies, Inc. | Buy | 110.47estimated | $72.42 | $1,001 – $15,000 | 9116267 UBER TECHNOLOGIES INC CMN |
Jul 2, 2026 Member | Aug 7, 2026 | — TOMN | Buy | — | — | $1,001 – $15,000 | 9116267 TOMN |
Jul 1, 2026 Dependent | Jul 6, 2026 | — DOLLAR TREE STORES, INC. CMN | Buy | — | — | $15,001 – $50,000 | 9116206 DOLLAR TREE STORES, INC. CMN |
Jun 30, 2026 Spouse | Jul 6, 2026 | — VERTIV HOLDINGS LLC CMN | Sell | — | — | $1,001 – $15,000 | 9116206 VERTIV HOLDINGS LLC CMN |
Jun 30, 2026 Member | Jul 6, 2026 | ZTS Zoetis Inc. Class A | Sell | 111.33estimated | $71.86 | $1,001 – $15,000 | 9116206 P ZOETIS INC. CMN |
Jun 30, 2026 Spouse | Jul 6, 2026 | — ROBINHOOD MARKETS, ING CMN | Buy | — | — | $1,001 – $15,000 | 9116206 ROBINHOOD MARKETS, ING CMN |
Jun 23, 2026 Member | Jul 6, 2026 | ABT Abbott Laboratories | Buy | 88.37estimated | $90.53 | $1,001 – $15,000 | 9116206 ABBOTT LABORATORIES |
Jun 23, 2026 Dependent | Jul 6, 2026 | ISRG Intuitive Surgical, Inc. | Buy | 19.84estimated | $403.18 | $1,001 – $15,000 | 9116206 INTUITIVE SURGICAL INC |
Jun 23, 2026 Member | Jul 6, 2026 | — OC PT BANK CENTRAL ASIA TBK UNSPONSORD | Buy | — | — | $1,001 – $15,000 | 9116206 OC PT BANK CENTRAL ASIA TBK UNSPONSORD |
Jun 23, 2026 Dependent | Jul 6, 2026 | NFLX Netflix, Inc. | Buy | 109.87estimated | $72.82 | $1,001 – $15,000 | 9116206 NETFLIX INC |
Jun 23, 2026 Dependent | Jul 6, 2026 | MU Micron Technology, Inc. | Buy | 7.61estimated | $1,052 | $1,001 – $15,000 | 9116206 MICRON TECHNOLOGY INC |
Jun 23, 2026 Spouse | Jul 6, 2026 | — MARVELLTECHNOLOGY INC COM | Buy | — | — | $1,001 – $15,000 | 9116206 MARVELLTECHNOLOGY INC COM |
Jun 23, 2026 Spouse | Jul 6, 2026 | — PTRANK CENTRALASIA TEK UNSPONSORO | Buy | — | — | $1,001 – $15,000 | 9116206 PTRANK CENTRALASIA TEK UNSPONSORO |
Jun 23, 2026 Spouse | Jul 6, 2026 | NFLX Netflix, Inc. | Buy | 109.87estimated | $72.82 | $1,001 – $15,000 | 9116206 NETFLIX INC |
Jun 23, 2026 Spouse | Jul 6, 2026 | MU Micron Technology, Inc. | Buy | 7.61estimated | $1,052 | $1,001 – $15,000 | 9116206 MICRON TECHNOLOGY INC |
Jun 23, 2026 Spouse | Jul 6, 2026 | — BERKSHIRE HATHAWAY INC COM USDO.0033 CLASS B | Buy | — | — | $1,001 – $15,000 | 9116206 BERKSHIRE HATHAWAY INC COM USDO.0033 CLASS B |
Jun 23, 2026 Spouse | Jul 6, 2026 | ABT Abbott Laboratories | Sell | 88.37estimated | $90.53 | $1,001 – $15,000 | 9116206 ABBOTT LABORATORIES |
Jun 20, 2026 Member | Jul 6, 2026 | A Agilent Technologies, Inc. | Receive | 62.97estimated | $127.06 | $1,001 – $15,000 | 9116206 AGILENT TECHNOLOGIES, INC. CMN |
Jun 16, 2026 Spouse | Jul 6, 2026 | PEP PepsiCo, Inc. | Buy | 54.75estimated | $146.12 | $1,001 – $15,000 | 9116206 PEPSICO, INC. CMN |
Jun 16, 2026 Spouse | Jul 6, 2026 | CEG Constellation Energy Corporation Common Stock | Buy | 29.85estimated | $268.00 | $1,001 – $15,000 | 9116206 CONSTELLATION ENERGY CORP CMN |
Jun 16, 2026 Spouse | Jul 6, 2026 | — ROLLINS INC. REGOFF SCTASK0796638 | Buy | — | — | $1,001 – $15,000 | 9116206 ROLLINS INC. REGOFF SCTASK0796638 |
Jun 16, 2026 Spouse | Jul 6, 2026 | ZTS Zoetis Inc. Class A | Buy | 100.85estimated | $79.33 | $1,001 – $15,000 | 9116206 ZOETIS INC. CMN |
Jun 5, 2026 Member | Jul 6, 2026 | SBUX Starbucks Corporation | Buy | 83.96estimated | $95.29 | $1,001 – $15,000 | 9116206 STARBUCKS CORP. CMN |
Jun 2, 2026 Member | Jul 6, 2026 | FCX Freeport-McMoRan, Inc. | Buy | 453.16estimated | $71.72 | $15,001 – $50,000 | 9116206 pC FREEPORT-MCMORAN INC CMN |
Jun 2, 2026 Dependent | Jul 6, 2026 | SYY Sysco Corporation | Buy | 107.97estimated | $74.10 | $1,001 – $15,000 | 9116206 SYSCO CORPORATION CMN |
May 30, 2026 Spouse | Jul 6, 2026 | F Ford Motor Company | Sell | 458.74estimated | $17.44 | $1,001 – $15,000 | 9116206 FORD MOTOR COMPANY CMN |
May 27, 2026 Spouse | Jun 9, 2026 | CDNS Cadence Design Systems, Inc. | Buy | 21.39estimated | $374.05 | $1,001 – $15,000 | 9116142 CADENCE DESIGN SYSTEMS INC CMN x |
May 27, 2026 Spouse | Jun 9, 2026 | SPGI S&P Global Inc. | Buy | 19.61estimated | $407.96 | $1,001 – $15,000 | 9116142 S&P GLOBAL INC, CMN |
May 27, 2026 Member | Jun 9, 2026 | — INTUTIVE SURGICAL, INC. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 INTUTIVE SURGICAL, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | UBER Uber Technologies, Inc. | Buy | 113.11estimated | $70.73 | $1,001 – $15,000 | 9116142 UBER TECHNOLOGIES, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 45.36estimated | $176.36 | $1,001 – $15,000 | 9116142 ACCENTURE PLC CMN |
May 27, 2026 Spouse | Jun 9, 2026 | SYK Stryker Corporation | Buy | 26.15estimated | $305.94 | $1,001 – $15,000 | 9116142 STRYKER CORPORATION CMN |
May 27, 2026 Spouse | Jun 9, 2026 | LOW Lowe's Companies, Inc. | Buy | 36.9estimated | $216.84 | $1,001 – $15,000 | 9116142 LOWES COMPANIES INC CMN |
May 27, 2026 Member | Jun 9, 2026 | AZO AutoZone, Inc. | Buy | 2.64estimated | $3,027 | $1,001 – $15,000 | 9116142 P AUTOZONE, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — UNITED AIRLINES HOLDINGS ING CMN | Buy | — | — | $1,001 – $15,000 | 9116142 UNITED AIRLINES HOLDINGS ING CMN |
May 27, 2026 Spouse | Jun 9, 2026 | ITW Illinois Tool Works Inc. | Sell | 31.96estimated | $250.29 | $1,001 – $15,000 | 9116142 ILLINOIS TOOL WORKS CMN |
May 27, 2026 Spouse | Jun 9, 2026 | WM Waste Management, Inc. | Buy | 37.11estimated | $215.59 | $1,001 – $15,000 | 9116142 WASTE MANAGEMENT INC CMN |
May 27, 2026 Spouse | Jun 9, 2026 | FISV Fiserv, Inc. | Buy | 143.84estimated | $55.62 | $1,001 – $15,000 | 9116142 IFISERV, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | BALL Ball Corporation | Buy | 141.58estimated | $56.51 | $1,001 – $15,000 | 9116142 BALL CORPORATION CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — JACK HENRY & ASSOC INC CMN | Buy | — | — | $1,001 – $15,000 | 9116142 JACK HENRY & ASSOC INC CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — METTLER-TOLEDO INTL CMN | Buy | — | — | $1,001 – $15,000 | 9116142 METTLER-TOLEDO INTL CMN |
May 27, 2026 Spouse | Jun 9, 2026 | BLDR Builders FirstSource, Inc. | Buy | 103.27estimated | $77.47 | $1,001 – $15,000 | 9116142 BUILDERS FIRSTSOURCE, INC CMN |
May 27, 2026 Spouse | Jun 9, 2026 | BIIB Biogen Inc. | Buy | 40.62estimated | $196.97 | $1,001 – $15,000 | 9116142 BIOGEN INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 66.85estimated | $119.67 | $1,001 – $15,000 | 9116142 CISCO SYSTEMS, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | CVNA Carvana Co. Class A | Buy | 109.6estimated | $73.00 | $1,001 – $15,000 | 9116142 CARVANA CO, CMN |
May 27, 2026 Spouse | Jun 9, 2026 | VTRS Viatris Inc. | Buy | 491.13estimated | $16.29 | $1,001 – $15,000 | 9116142 VIATRIS INC CMN |
May 27, 2026 Spouse | Jun 9, 2026 | AME AMETEK, Inc. | Buy | 35.34estimated | $226.38 | $1,001 – $15,000 | 9116142 AMETEK INC (NEW), CMN |
May 27, 2026 Member | Jun 9, 2026 | CBRE CBRE Group Inc Common Stock Class A | Buy | 61.47estimated | $130.15 | $1,001 – $15,000 | 9116142 P CBRE GROUP, INC CMN |
May 27, 2026 Spouse | Jun 9, 2026 | AVY Avery Dennison Corporation | Buy | 49.84estimated | $160.52 | $1,001 – $15,000 | 9116142 AVERY DENNISON CORPORATION CMN |
May 27, 2026 Spouse | Jun 9, 2026 | LEN Lennar Corporation Class A | Buy | 87.96estimated | $90.96 | $1,001 – $15,000 | 9116142 LENNAR CORPORATION CMN |
May 27, 2026 Spouse | Jun 9, 2026 | WST West Pharmaceutical Services, Inc. | Buy | 25.58estimated | $312.71 | $1,001 – $15,000 | 9116142 WEST PHARMACEUTICAL SERVICES INC |
May 27, 2026 Member | Jun 9, 2026 | YUM Yum! Brands, Inc. | Buy | 52.63estimated | $152.02 | $1,001 – $15,000 | 9116142 P YUM BRANDS, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | GPC Genuine Parts Company | Buy | 81.31estimated | $98.40 | $1,001 – $15,000 | 9116142 GENUINE PARTS CO. CMN |
May 27, 2026 Member | Jun 9, 2026 | MOS Mosaic Company (The) | Buy | 337.29estimated | $23.72 | $1,001 – $15,000 | 9116142 P MOSAIC COMPANY (THE) CMN |
May 27, 2026 Spouse | Jun 9, 2026 | PODD Insulet Corporation | Buy | 54.79estimated | $146.01 | $1,001 – $15,000 | 9116142 INSULET CORPORATION CMN |
May 27, 2026 Spouse | Jun 9, 2026 | XYL Xylem Inc. Common Stock New | Buy | 72.67estimated | $110.10 | $1,001 – $15,000 | 9116142 XYLEM INC, CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — KKA & CO, INC. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 KKA & CO, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — BLACKROCK FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 BLACKROCK FUNDING, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | AMD Advanced Micro Devices, Inc. | Buy | 16.15estimated | $495.54 | $1,001 – $15,000 | 9116142 ADVANCED MICRO DEVICES, INC. CMN _X |
May 27, 2026 Spouse | Jun 9, 2026 | IDXX IDEXX Laboratories, Inc. | Buy | 14.52estimated | $550.99 | $1,001 – $15,000 | 9116142 IDEXX LABORATORIES CMN x |
May 27, 2026 Spouse | Jun 9, 2026 | — NIXE CLASS-B. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 NIXE CLASS-B. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | SYF Synchrony Financial | Buy | 110.98estimated | $72.09 | $1,001 – $15,000 | 9116142 SYNCHRONY FINANCIAL CMN |
May 27, 2026 Spouse | Jun 9, 2026 | TBBK The Bancorp Inc | Buy | 144.02estimated | $55.55 | $1,001 – $15,000 | 9116142 U.S. BANCORP CMN |
May 27, 2026 Member | Jun 9, 2026 | — ICMN | Buy | — | — | $1,001 – $15,000 | 9116142 ICMN |
May 27, 2026 Spouse | Jun 9, 2026 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9116142 DANAHER CORPORATION CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — MARSH ORD CMN | Buy | — | — | $1,001 – $15,000 | 9116142 MARSH ORD CMN |
May 27, 2026 Member | Jun 9, 2026 | DIS Walt Disney Company (The) | Buy | 76.8estimated | $104.18 | $1,001 – $15,000 | 9116142 P WALT DISNEY COMPANY (THE CMN |
May 27, 2026 Spouse | Jun 9, 2026 | BAC Bank of America Corporation | Buy | 156.57estimated | $51.10 | $1,001 – $15,000 | 9116142 BANK OF AMERICA CORP CMN |
May 27, 2026 Spouse | Jun 9, 2026 | PH Parker-Hannifin Corporation | Buy | 9.34estimated | $856.68 | $1,001 – $15,000 | 9116142 PARKER-HANNIFIN CORP. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — THE PROGRESSIVE CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9116142 THE PROGRESSIVE CORPORATION CMN |
May 27, 2026 Member | Jun 9, 2026 | — P SANDISK LLC CMN | Buy | — | — | $1,001 – $15,000 | 9116142 P SANDISK LLC CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 9116142 INTL BUSINESS MACHINES CORP CMN |
May 27, 2026 Spouse | Jun 9, 2026 | ORCL Oracle Corporation | Buy | 41.9estimated | $190.96 | $1,001 – $15,000 | 9116142 ORACLE CORPORATION CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — WORKDAY, INC. CAN CLASS A x | Buy | — | — | $1,001 – $15,000 | 9116142 WORKDAY, INC. CAN CLASS A x |
May 27, 2026 Spouse | Jun 9, 2026 | DAL Delta Air Lines, Inc. | Buy | 97.81estimated | $81.80 | $1,001 – $15,000 | 9116142 DELTA AIR LINES, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | GPN Global Payments Inc. | Buy | 108.91estimated | $73.46 | $1,001 – $15,000 | 9116142 GLOBAL PAYMENTS INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — IN CMN | Buy | — | — | $1,001 – $15,000 | 9116142 IN CMN |
May 27, 2026 Spouse | Jun 9, 2026 | F Ford Motor Company | Buy | 503.81estimated | $15.88 | $1,001 – $15,000 | 9116142 FORD MOTOR COMPANY CMN |
May 27, 2026 Spouse | Jun 9, 2026 | CMG Chipotle Mexican Grill, Inc. | Buy | 244.74estimated | $32.69 | $1,001 – $15,000 | 9116142 CHIPOTLE MEXICAN GRILL, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | NDAQ Nasdaq, Inc. | Buy | 88.37estimated | $90.53 | $1,001 – $15,000 | 9116142 NASDAQ, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | FAST Fastenal Company | Buy | 178.5estimated | $44.82 | $1,001 – $15,000 | 9116142 FASTENAL COMPANY CMN |
May 27, 2026 Spouse | Jun 9, 2026 | ADSK Autodesk, Inc. | Buy | 33.76estimated | $237.00 | $1,001 – $15,000 | 9116142 AUTODESK, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — (INTERNATIONAL PAPER CD. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 (INTERNATIONAL PAPER CD. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | KMB Kimberly-Clark Corporation | Buy | 79.86estimated | $100.18 | $1,001 – $15,000 | 9116142 KIMBERLY-CLARK CORPORATION CMN |
May 27, 2026 Spouse | Jun 9, 2026 | SOLV Solventum Corporation | Buy | 105.42estimated | $75.89 | $1,001 – $15,000 | 9116142 SOLVENTUM CORPORATION CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — VERISK ANALYTICS, ING. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 VERISK ANALYTICS, ING. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — COOPER COS INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 9116142 COOPER COS INC/THE CMN |
May 27, 2026 Spouse | Jun 9, 2026 | PAYX Paychex, Inc. | Buy | 84.73estimated | $94.43 | $1,001 – $15,000 | 9116142 PAYCHEX, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 96.91estimated | $82.56 | $1,001 – $15,000 | 9116142 ZIMMER BIOMET HOLDINGS INC |
May 27, 2026 Spouse | Jun 9, 2026 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 49.59estimated | $161.34 | $1,001 – $15,000 | 9116142 CROWDSTRIKE HOLDINGS, INC CMN |
May 27, 2026 Spouse | Jun 9, 2026 | TXN Texas Instruments Incorporated | Buy | 25.2estimated | $317.45 | $1,001 – $15,000 | 9116142 TEXAS INSTRUMENTS INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — ADOBEINC CMN | Buy | — | — | $1,001 – $15,000 | 9116142 ADOBEINC CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — REMED INC. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 REMED INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | DASH DoorDash, Inc. Class A | Buy | 50.77estimated | $157.58 | $1,001 – $15,000 | 9116142 DOORDASH INC CMN |
May 27, 2026 Spouse | Jun 9, 2026 | TMUS T-Mobile US, Inc. | Buy | 41.93estimated | $190.81 | $1,001 – $15,000 | 9116142 IT-MOBILE US, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | MCK McKesson Corporation | Buy | 10.58estimated | $756.47 | $1,001 – $15,000 | 9116142 MCKESSON CORPORATION CMN |
May 27, 2026 Member | Jun 9, 2026 | POOL Pool Corporation | Buy | 43.38estimated | $184.41 | $1,001 – $15,000 | 9116142 POOL CORP CMN |
May 27, 2026 Member | Jun 9, 2026 | CL Colgate-Palmolive Company | Buy | 87.64estimated | $91.29 | $1,001 – $15,000 | 9116142 COLGATE PALMOLIVE CO CMN |
May 27, 2026 Spouse | Jun 9, 2026 | CCL Carnival Corporation Ltd. Common Shares | Buy | 285.94estimated | $27.98 | $1,001 – $15,000 | 9116142 CARNIVAL CORPORATION CMN |
May 27, 2026 Spouse | Jun 9, 2026 | OTIS Otis Worldwide Corporation Common Stock | Buy | 111.44estimated | $71.79 | $1,001 – $15,000 | 9116142 OTIS WORLDWIDE CORPORATION CMN X |
May 27, 2026 Spouse | Jun 9, 2026 | NASC CAN CLASS N | Buy | — | — | $1,001 – $15,000 | 9116142 CAN CLASS N |
May 27, 2026 Spouse | Jun 9, 2026 | — ICMN | Buy | — | — | $1,001 – $15,000 | 9116142 ICMN |
May 27, 2026 Spouse | Jun 9, 2026 | EMR Emerson Electric Company | Buy | 57.26estimated | $139.72 | $1,001 – $15,000 | 9116142 EMERSON ELECTRIC CO. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — ICMN | Buy | — | — | $1,001 – $15,000 | 9116142 ICMN |
May 27, 2026 Member | Jun 9, 2026 | — VERTIV HOLDINGS LLE CMN | Buy | — | — | $1,001 – $15,000 | 9116142 VERTIV HOLDINGS LLE CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — DOMINO'S PIZZA, INC. CMN x | Buy | — | — | $1,001 – $15,000 | 9116142 DOMINO'S PIZZA, INC. CMN x |
May 27, 2026 Member | Jun 9, 2026 | PSA Public Storage | Buy | 26.08estimated | $306.79 | $1,001 – $15,000 | 9116142 P PUBLIC STORAGE CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — MSCIINC. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 MSCIINC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | — ROLLINS INC. REGOFF SCTASK0796638 | Buy | — | — | $1,001 – $15,000 | 9116142 ROLLINS INC. REGOFF SCTASK0796638 |
May 27, 2026 Spouse | Jun 9, 2026 | AMP Ameriprise Financial, Inc. | Buy | 18.05estimated | $443.17 | $1,001 – $15,000 | 9116142 AMERIPRISE FINANCIAL, INC. CMN |
May 27, 2026 Spouse | Jun 9, 2026 | TMO Thermo Fisher Scientific Inc | Buy | 17.54estimated | $456.21 | $1,001 – $15,000 | 9116142 THERMO FISHER SCIENTIFIC INC CMN |
May 27, 2026 Spouse | Jun 9, 2026 | TSLA Tesla, Inc. | Buy | 18.17estimated | $440.36 | $1,001 – $15,000 | 9116142 TESLA, INC, CMN |
May 27, 2026 Member | Jun 9, 2026 | — AXALTA COATING SYSTEMS LID. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 AXALTA COATING SYSTEMS LID. CMN |
May 26, 2026 Dependent | Jun 9, 2026 | MU Micron Technology, Inc. | Buy | 8.93estimated | $895.88 | $1,001 – $15,000 | 9116142 MICRON TECHNOLOGY, INC. CMN |
May 26, 2026 Dependent | Jun 9, 2026 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 266.59estimated | $30.01 | $1,001 – $15,000 | 9116142 AXALTA COATING SYSTEMS LTD. CMN |
May 25, 2026 Spouse | Jun 9, 2026 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9116142 DANAHER CORPORATION CMN |
May 23, 2026 Dependent | Jul 6, 2026 | — PORNIK CENTRAL ASIA TERK UNSFONSORD | Buy | — | — | $1,001 – $15,000 | 9116206 PORNIK CENTRAL ASIA TERK UNSFONSORD |
May 23, 2026 Dependent | Jul 6, 2026 | MU Micron Technology, Inc. | Buy | 10.65estimated | $751.00 | $1,001 – $15,000 | 9116206 MICRON TECHNOLOGY INC |
May 21, 2026 Spouse | Jun 9, 2026 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 274.65estimated | $29.13 | $1,001 – $15,000 | 9116142 AXALTA COATING SYSTEMS LTD. CMN |
May 21, 2026 Dependent | Jun 9, 2026 | PANW Palo Alto Networks, Inc. | Buy | 31.63estimated | $252.92 | $1,001 – $15,000 | 9116142 PALO ALTO NETWORKS INC. CMN |
May 21, 2026 Dependent | Jun 9, 2026 | — MICROSOFT CORPDRATION CMN | Buy | — | — | $1,001 – $15,000 | 9116142 MICROSOFT CORPDRATION CMN |
May 21, 2026 Dependent | Jun 9, 2026 | PLTR Palantir Technologies Inc. Class A | Buy | 58.22estimated | $137.42 | $1,001 – $15,000 | 9116142 PALANTIR TECHNOLOGIES INC. CMN x |
May 16, 2026 Dependent | Jul 6, 2026 | LITE Lumentum Holdings Inc. | Buy | 33.48estimated | $970.70 | $15,001 – $50,000 | 9116206 LUMENTUM HOLDINGS INC CMN |
May 15, 2026 Spouse | Jun 9, 2026 | AZO AutoZone, Inc. | Buy | 2.41estimated | $3,321 | $1,001 – $15,000 | 9116142 AUTOZONE, INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 9116142 INTL BUSINESS MACHINES CORP CMN |
May 15, 2026 Spouse | Jun 9, 2026 | FDS FactSet Research Systems Inc. | Buy | 37.64estimated | $212.58 | $1,001 – $15,000 | 9116142 FACTSET RESEARCH SYSTEMS INC CMN |
May 15, 2026 Spouse | Jun 9, 2026 | LVS Las Vegas Sands Corp. | Buy | 156.38estimated | $51.16 | $1,001 – $15,000 | 9116142 LAS VEGAS SANDS CORP. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | DXCM DexCom, Inc. | Buy | 129.82estimated | $61.63 | $1,001 – $15,000 | 9116142 DEXCOM, INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | USB U.S. Bancorp | Buy | 150.61estimated | $53.12 | $1,001 – $15,000 | 9116142 US. BANCORP CMN |
May 15, 2026 Spouse | Jun 9, 2026 | YUM Yum! Brands, Inc. | Buy | 53.35estimated | $149.97 | $1,001 – $15,000 | 9116142 YUM BRANDS, INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | ANET Arista Networks, Inc. | Buy | 56.35estimated | $141.97 | $1,001 – $15,000 | 9116142 ARISTA NETWORKS, INC, CMN |
May 15, 2026 Member | Jun 9, 2026 | CTVA Corteva, Inc. Common Stock | Buy | 523.32estimated | $15.29 | $1,001 – $15,000 | 9116142 P. CORTEVA, INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | ACGL Arch Capital Group Ltd. | Buy | 85.13estimated | $93.98 | $1,001 – $15,000 | 9116142 JARCH CAPITAL GROUP LTD. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | MRNA Moderna, Inc. | Sell | 163.14estimated | $49.04 | $1,001 – $15,000 | 9116142 MODERNA, INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | VICI VICI Properties Inc. | Sell | 286.76estimated | $27.90 | $1,001 – $15,000 | 9116142 VICI PROPERTIES INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | APTV Aptiv PLC Ordinary Shares | Buy | 147.23estimated | $54.34 | $1,001 – $15,000 | 9116142 APTIV PLC CMN |
May 15, 2026 Spouse | Jun 9, 2026 | ITW Illinois Tool Works Inc. | Buy | 32.3estimated | $247.68 | $1,001 – $15,000 | 9116142 ILLINOIS TOOL WORKS CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — COOPER COS INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 9116142 COOPER COS INC/THE CMN |
May 15, 2026 Spouse | Jun 9, 2026 | MOS Mosaic Company (The) | Buy | 367.67estimated | $21.76 | $1,001 – $15,000 | 9116142 MOSAIC COMPANY (THE) CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — ALIGN TECHNOLOGY, INCCMN | Buy | — | — | $1,001 – $15,000 | 9116142 ALIGN TECHNOLOGY, INCCMN |
May 15, 2026 Spouse | Jun 9, 2026 | CCL Carnival Corporation Ltd. Common Shares | Buy | 324.7estimated | $24.64 | $1,001 – $15,000 | 9116142 CARNIVAL CORPORATION CMN |
May 15, 2026 Spouse | Jun 9, 2026 | ABBV AbbVie Inc. | Buy | 38.03estimated | $210.39 | $1,001 – $15,000 | 9116142 ABBVIE INC. CMN x |
May 15, 2026 Spouse | Jun 9, 2026 | GILD Gilead Sciences, Inc. | Buy | 61.74estimated | $129.58 | $1,001 – $15,000 | 9116142 GILEAD SCIENCES CMN |
May 15, 2026 Spouse | Jun 9, 2026 | MCD McDonald's Corporation | Buy | 28.95estimated | $276.39 | $1,001 – $15,000 | 9116142 MCDONALDS CORP CMN |
May 15, 2026 Member | Jun 9, 2026 | PLTR Palantir Technologies Inc. Class A | Buy | 242.56estimated | $133.99 | $15,001 – $50,000 | 9116142 P PALANTIR TECHNOLOGIES INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | IQV IQVIA Holdings, Inc. | Buy | 47.31estimated | $169.12 | $1,001 – $15,000 | 9116142 IQVIA HOLDINGS INC CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — LEQTY DN CASH BASE | Buy | — | — | $1,001 – $15,000 | 9116142 LEQTY DN CASH BASE |
May 15, 2026 Spouse | Jun 9, 2026 | — TEXAS INSTAUMENTS INC. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 TEXAS INSTAUMENTS INC. CMN |
May 15, 2026 Member | Jun 9, 2026 | SHW Sherwin-Williams Company (The) | Buy | 26.66estimated | $300.10 | $1,001 – $15,000 | 9116142 P SHERWIN-WILLIAMS CO CMN |
May 15, 2026 Spouse | Jun 9, 2026 | TSLA Tesla, Inc. | Buy | 18.95estimated | $422.24 | $1,001 – $15,000 | 9116142 (TESLA, INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | NKE Nike, Inc. | Buy | 191.03estimated | $41.88 | $1,001 – $15,000 | 9116142 NIKE CLASS-B CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — S&P GLOBALINC. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 S&P GLOBALINC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — CRH PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 9116142 CRH PUBLIC LIMITED COMPANY CMN |
May 15, 2026 Spouse | Jun 9, 2026 | ORLY O'Reilly Automotive, Inc. | Buy | 90.41estimated | $88.49 | $1,001 – $15,000 | 9116142 O'REILLY AUTOMOTIVE, INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | CL Colgate-Palmolive Company | Buy | 90.78estimated | $88.13 | $1,001 – $15,000 | 9116142 COLGATE-PALMOLIVE CO CMN |
May 15, 2026 Member | Jun 9, 2026 | TSCO Tractor Supply Company | Buy | 261.71estimated | $30.57 | $1,001 – $15,000 | 9116142 TRACTOR SUPPLY COMPANY CMN |
May 15, 2026 Member | Jun 9, 2026 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 9116142 BLACKSTONE GROUP INC/THE CMN |
May 15, 2026 Spouse | Jun 9, 2026 | BAX Baxter International Inc. | Buy | 462.46estimated | $17.30 | $1,001 – $15,000 | 9116142 BAXTER INTERNATIONAL INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | ZTS Zoetis Inc. Class A | Buy | 107.79estimated | $74.22 | $1,001 – $15,000 | 9116142 ZOETIS INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — WILLAMS-SONOMA, INC, CMN | Buy | — | — | $1,001 – $15,000 | 9116142 WILLAMS-SONOMA, INC, CMN |
May 15, 2026 Spouse | Jun 9, 2026 | EXPE Expedia Group, Inc. | Buy | 36.75estimated | $217.73 | $1,001 – $15,000 | 9116142 EXPEDIA GROUP INC CMN |
May 15, 2026 Spouse | Jun 9, 2026 | CBRE CBRE Group Inc Common Stock Class A | Buy | 61.57estimated | $129.95 | $1,001 – $15,000 | 9116142 CBRE GROUP, INC. CMN |
May 15, 2026 Member | Jun 9, 2026 | ROST Ross Stores, Inc. | Buy | 37.61estimated | $212.75 | $1,001 – $15,000 | 9116142 P ROSS STORES,INC CMN |
May 15, 2026 Spouse | Jun 9, 2026 | SBUX Starbucks Corporation | Buy | 74.9estimated | $106.82 | $1,001 – $15,000 | 9116142 STARBUCKS CORP. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | PNC PNC Financial Services Group, Inc. (The) | Buy | 37.59estimated | $212.84 | $1,001 – $15,000 | 9116142 PNC FINANCIAL SERVICES GROUP, CMN |
May 15, 2026 Spouse | Jun 9, 2026 | EFX Equifax, Inc. | Buy | 50.52estimated | $158.37 | $1,001 – $15,000 | 9116142 EQUIFAX INC CMN |
May 15, 2026 Spouse | Jun 9, 2026 | AVY Avery Dennison Corporation | Buy | 51.22estimated | $156.21 | $1,001 – $15,000 | 9116142 JAVERY DENNISON CORPORATION CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — BROWN & BROWN, ING. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 BROWN & BROWN, ING. CMN |
May 15, 2026 Member | Jun 9, 2026 | GPN Global Payments Inc. | Buy | 118.39estimated | $67.58 | $1,001 – $15,000 | 9116142 P GLOBAL PAYMENTS INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | MDLZ Mondelez International, Inc. Class A | Buy | 132.37estimated | $60.44 | $1,001 – $15,000 | 9116142 MONDELEZ INTERNATIONAL, INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — ITHE PROGRESSIVE CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9116142 ITHE PROGRESSIVE CORPORATION CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — UBER TECHNOLOGIES, ING. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 UBER TECHNOLOGIES, ING. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — HEALTHPEAX PROPERTIES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 HEALTHPEAX PROPERTIES, INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | CPB The Campbell's Company | Buy | 399.83estimated | $20.01 | $1,001 – $15,000 | 9116142 THE CAMPBELL'S COMPANY CMN |
May 15, 2026 Spouse | Jun 9, 2026 | AMCR Amcor plc Ordinary Shares | Buy | 218.06estimated | $36.69 | $1,001 – $15,000 | 9116142 AMCOR PLC CMN |
May 15, 2026 Spouse | Jun 9, 2026 | INCY Incyte Corp. | Buy | 83.94estimated | $95.31 | $1,001 – $15,000 | 9116142 INCYTE CORPORATION CMN |
May 15, 2026 Spouse | Jun 9, 2026 | DAL Delta Air Lines, Inc. | Buy | 113.92estimated | $70.23 | $1,001 – $15,000 | 9116142 DELTA AIR LINES, INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — EXTRA SPACE STORAGE ING. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 EXTRA SPACE STORAGE ING. CMN |
May 15, 2026 Member | Jun 9, 2026 | — L SP CLASSA | Buy | — | — | $1,001 – $15,000 | 9116142 L SP CLASSA |
May 15, 2026 Spouse | Jun 9, 2026 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 291.8estimated | $111.38 | $15,001 – $50,000 | 9116142 MERCK & CO., INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | SYK Stryker Corporation | Buy | 26.08estimated | $306.76 | $1,001 – $15,000 | 9116142 STRYKER CORPORATION CMN |
May 15, 2026 Member | Jun 9, 2026 | COF Capital One Financial Corporation | Buy | 42.74estimated | $187.17 | $1,001 – $15,000 | 9116142 P CAPITAL ONE FINANCIAL CORP CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — ECA HEALTHCARE, INC CMN | Buy | — | — | $1,001 – $15,000 | 9116142 ECA HEALTHCARE, INC CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 9116142 HONEYWELL INTL INC CMN |
May 15, 2026 Spouse | Jun 9, 2026 | AJG Arthur J. Gallagher & Co. | Buy | 40.01estimated | $199.95 | $1,001 – $15,000 | 9116142 ARTHUR J GALLAGHER & CO CMN |
May 15, 2026 Spouse | Jun 9, 2026 | GRMN Garmin Ltd. Common Stock (Switzerland) | Buy | 35.44estimated | $225.75 | $1,001 – $15,000 | 9116142 GARMIN LTD CMN |
May 15, 2026 Member | Jun 9, 2026 | — SPL TINC | Buy | — | — | $1,001 – $15,000 | 9116142 SPL TINC |
May 15, 2026 Member | Jun 9, 2026 | IDXX IDEXX Laboratories, Inc. | Buy | 15.13estimated | $528.79 | $1,001 – $15,000 | 9116142 P _IDEXX LABORATORIES CMN |
May 15, 2026 Spouse | Jun 9, 2026 | EMR Emerson Electric Company | Buy | 60.13estimated | $133.05 | $1,001 – $15,000 | 9116142 EMERSON ELECTRIC CO. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | ECL Ecolab Inc. | Buy | 32.31estimated | $247.62 | $1,001 – $15,000 | 9116142 ECOLAB INC. CMN |
May 15, 2026 Spouse | Jun 9, 2026 | — MARSH ORD CMN | Buy | — | — | $1,001 – $15,000 | 9116142 MARSH ORD CMN |
May 15, 2026 Spouse | Jun 9, 2026 | BKNG Booking Holdings Inc. | Buy | 51.91estimated | $154.13 | $1,001 – $15,000 | 9116142 BOOKING HOLDINGS INC, CMN |
May 14, 2026 Member | Jun 9, 2026 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 96.8estimated | $82.65 | $1,001 – $15,000 | 9116142 P ZIMMER BIOMET HOLDINGS INC |
May 14, 2026 Dependent | Jun 9, 2026 | — LONSGATE STUDIOS CORP CMN | Buy | — | — | $1,001 – $15,000 | 9116142 LONSGATE STUDIOS CORP CMN |
May 12, 2026 Spouse | Jun 9, 2026 | VYX NCR Voyix Corporation | Buy | 1,052.7estimated | $7.60 | $1,001 – $15,000 | 9116142 INCR VOYIX CORP CMN |
May 11, 2026 Spouse | Jun 9, 2026 | VYX NCR Voyix Corporation | Buy | 1,028.34estimated | $7.78 | $1,001 – $15,000 | 9116142 NCR VOYIX CORP CMN |
May 11, 2026 Spouse | Jun 9, 2026 | MU Micron Technology, Inc. | Buy | 10.06estimated | $795.33 | $1,001 – $15,000 | 9116142 MICRON TECHNOLOGY, INC. CMN |
May 8, 2026 Dependent | Jun 9, 2026 | RSG Republic Services, Inc. | Buy | 374.97estimated | $200.02 | $50,001 – $100,000 | 9116142 REPUBLIC SERVICES INC CMN |
May 8, 2026 Spouse | Jun 9, 2026 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 9116142 SPONSORED ADR CMN |
May 8, 2026 Spouse | Jun 9, 2026 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 9116142 SPONSORED ADR CMN |
May 8, 2026 Spouse | Jun 9, 2026 | — VINCI SA ADR EMN | Buy | — | — | $1,001 – $15,000 | 9116142 VINCI SA ADR EMN |
May 8, 2026 Spouse | Jun 9, 2026 | — ILTD ADS LADS EQUALS SORDS _x | Buy | — | — | $1,001 – $15,000 | 9116142 ILTD ADS LADS EQUALS SORDS _x |
May 8, 2026 Spouse | Jun 9, 2026 | — ADA CMN | Buy | — | — | $1,001 – $15,000 | 9116142 ADA CMN |
May 8, 2026 Spouse | Jun 9, 2026 | — SAP SE (SPON ADR) | Buy | — | — | $1,001 – $15,000 | 9116142 SAP SE (SPON ADR) |
May 5, 2026 Spouse | Jun 9, 2026 | MU Micron Technology, Inc. | Buy | 12.5estimated | $640.20 | $1,001 – $15,000 | 9116142 MICRON TECHNOLOGY, INC. CMN |
May 5, 2026 Spouse | Jun 9, 2026 | IT Gartner, Inc. | Buy | 53.52estimated | $149.49 | $1,001 – $15,000 | 9116142 GARTNER, INC. CMN |
May 4, 2026 Spouse | May 11, 2026 | CSGP CoStar Group, Inc. | Buy | 226.13estimated | $35.38 | $1,001 – $15,000 | 9115822 COSTAR GROUP, INC. CMN |
May 2, 2026 Dependent | Jul 6, 2026 | AXP American Express Company | Sell | 25.03estimated | $319.68 | $1,001 – $15,000 | 9116206 AMERICAN EXPRESS CO. CMN |
May 2, 2026 Dependent | Jul 6, 2026 | CPRT Copart, Inc. (DE) | Buy | 240.47estimated | $33.27 | $1,001 – $15,000 | 9116206 COPART, INC, CMN |
May 2, 2026 Dependent | Jul 6, 2026 | — CHURCH & DWIGHTCO., INC. CMN | Buy | — | — | $1,001 – $15,000 | 9116206 CHURCH & DWIGHTCO., INC. CMN |
May 2, 2026 Dependent | Jul 6, 2026 | CL Colgate-Palmolive Company | Buy | 91.69estimated | $87.26 | $1,001 – $15,000 | 9116206 COLGATE-PALMOLIVE CO CMN |
May 1, 2026 Dependent | Jun 9, 2026 | — BAXTERINTERNATIONAL INC. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 BAXTERINTERNATIONAL INC. CMN |
May 1, 2026 Dependent | Jun 9, 2026 | — AMCORPLCCMN | Buy | — | — | $1,001 – $15,000 | 9116142 AMCORPLCCMN |
May 1, 2026 Dependent | Jun 9, 2026 | — BLACKROCK FUNDING, INC. CMN | Buy | — | — | $15,001 – $50,000 | 9116142 BLACKROCK FUNDING, INC. CMN |
May 1, 2026 Dependent | Jun 9, 2026 | FDX FedEx Corporation | Buy | 104.59estimated | $310.74 | $15,001 – $50,000 | 9116142 FEDEX CORPORATION CMN |
May 1, 2026 Dependent | Jun 9, 2026 | — INTUITIVE SURGICAL, ING. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 INTUITIVE SURGICAL, ING. CMN |
May 1, 2026 Dependent | Jun 9, 2026 | — ICMN | Buy | — | — | $1,001 – $15,000 | 9116142 ICMN |
May 1, 2026 Member | Jun 9, 2026 | — SERVICENOW INC CMI THE PROCTER & GAMBLE COMPANY | Buy | — | — | $1,001 – $15,000 | 9116142 SERVICENOW INC CMI THE PROCTER & GAMBLE COMPANY |
May 1, 2026 Dependent | Jun 9, 2026 | SHW Sherwin-Williams Company (The) | Buy | 25.16estimated | $318.00 | $1,001 – $15,000 | 9116142 SHERWIN-WILLIAMS CO CMN |
May 1, 2026 Dependent | Jun 9, 2026 | — IN CMN | Buy | — | — | $1,001 – $15,000 | 9116142 IN CMN |
May 1, 2026 Dependent | Jun 9, 2026 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 96.51estimated | $82.90 | $1,001 – $15,000 | 9116142 (ZIMMER BIOMET HOLDINGS INC |
May 1, 2026 Dependent | Jun 9, 2026 | WFC Wells Fargo & Company | Buy | 99estimated | $80.81 | $1,001 – $15,000 | 9116142 WELLS FARGO & COMPANY CMN |
May 1, 2026 Dependent | Jun 9, 2026 | DOC Healthpeak Properties, Inc. | Buy | 487.24estimated | $16.42 | $1,001 – $15,000 | 9116142 HEALTHPEAK PROPERTIES, INC. CMN |
May 1, 2026 Dependent | Jun 9, 2026 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 9116142 BLACKSTONE GROUP INC/THE CMN |
May 1, 2026 Dependent | Jun 9, 2026 | IR Ingersoll Rand Inc. | Buy | 102.58estimated | $77.99 | $1,001 – $15,000 | 9116142 INGERSOLL RAND INC CMN |
May 1, 2026 Dependent | Jun 9, 2026 | CARR Carrier Global Corporation Common Stock | Buy | 118.32estimated | $67.62 | $1,001 – $15,000 | 9116142 CARRIER GLOBAL CORPORATION CMN |
May 1, 2026 Dependent | Jun 9, 2026 | UAL United Airlines Holdings, Inc. | Buy | 86.47estimated | $92.52 | $1,001 – $15,000 | 9116142 UNITED AIRLINES HOLDINGS INC CMN |
May 1, 2026 Dependent | Jun 9, 2026 | COF Capital One Financial Corporation | Buy | 41.69estimated | $191.91 | $1,001 – $15,000 | 9116142 CAPITAL ONE FINANCIAL CORP CMN |
May 1, 2026 Dependent | Jun 9, 2026 | IP International Paper Company | Buy | 251.9estimated | $31.76 | $1,001 – $15,000 | 9116142 INTERNATIONAL PAPER CO. CMN |
May 1, 2026 Dependent | Jun 9, 2026 | CSX CSX Corporation | Buy | 177.43estimated | $45.09 | $1,001 – $15,000 | 9116142 CSX CORPORATION CMN |
May 1, 2026 Dependent | Jun 9, 2026 | NKE Nike, Inc. | Buy | 180.19estimated | $44.40 | $1,001 – $15,000 | 9116142 NIKE CLASS-B CMN |
May 1, 2026 Dependent | Jun 9, 2026 | ECL Ecolab Inc. | Buy | 30.83estimated | $259.51 | $1,001 – $15,000 | 9116142 ECOLAB INC, CMN |
May 1, 2026 Dependent | Jun 9, 2026 | CVNA Carvana Co. Class A | Buy | 104.55estimated | $76.52 | $1,001 – $15,000 | 9116142 CARVANA CO. CMN |
May 1, 2026 Dependent | Jun 9, 2026 | WSM Williams-Sonoma, Inc. Common Stock (DE) | Buy | 44.45estimated | $179.99 | $1,001 – $15,000 | 9116142 WILLIAMS-SONOMA, INC. CMN |
May 1, 2026 Dependent | Jun 9, 2026 | — EMOOR GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 EMOOR GROUP, INC. CMN |
May 1, 2026 Dependent | Jun 9, 2026 | — DOORDASHINC CMN | Buy | — | — | $1,001 – $15,000 | 9116142 DOORDASHINC CMN |
May 1, 2026 Dependent | Jun 9, 2026 | XYL Xylem Inc. Common Stock New | Buy | 69.35estimated | $115.37 | $1,001 – $15,000 | 9116142 XYLEM INC. CMN |
May 1, 2026 Dependent | Jun 9, 2026 | ISRG Intuitive Surgical, Inc. | Buy | 17.48estimated | $457.78 | $1,001 – $15,000 | 9116142 INTUITIVE SURGICAL, INC. CMN |
Apr 24, 2026 Member | May 11, 2026 | DXCM DexCom, Inc. | Buy | 129.94estimated | $61.57 | $1,001 – $15,000 | 9115822 P DEXCOM, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | WDAY Workday, Inc. Class A | Buy | 66.8estimated | $119.76 | $1,001 – $15,000 | 9115822 WORKDAY, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | ISRG Intuitive Surgical, Inc. | Buy | 16.59estimated | $482.22 | $1,001 – $15,000 | 9115822 INTUITIVE SURGICAL, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | VRSK Verisk Analytics, Inc. | Buy | 45.05estimated | $177.59 | $1,001 – $15,000 | 9115822 VERISK ANALYTICS, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | — JAMCOR PLE CMN | Buy | — | — | $1,001 – $15,000 | 9115822 JAMCOR PLE CMN |
Apr 24, 2026 Member | May 11, 2026 | BAX Baxter International Inc. | Buy | 440.56estimated | $18.16 | $1,001 – $15,000 | 9115822 BAXTER INTERNATIONAL INC. CMN |
Apr 24, 2026 Member | May 11, 2026 | — MARSH ORD CMN | Buy | — | — | $1,001 – $15,000 | 9115822 MARSH ORD CMN |
Apr 24, 2026 Member | May 11, 2026 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115822 MC DONALDS CORP CMN |
Apr 24, 2026 Member | May 11, 2026 | GPN Global Payments Inc. | Buy | 118.07estimated | $67.76 | $1,001 – $15,000 | 9115822 GLOBAL PAYMENTS INC. CMN |
Apr 24, 2026 Member | May 11, 2026 | ADSK Autodesk, Inc. | Buy | 33.69estimated | $237.44 | $1,001 – $15,000 | 9115822 AUTODESK, INC. CMN x |
Apr 24, 2026 Member | May 11, 2026 | NKE Nike, Inc. | Buy | 179.02estimated | $44.69 | $1,001 – $15,000 | 9115822 NIKE CLASS-B CMN |
Apr 24, 2026 Spouse | May 11, 2026 | IP International Paper Company | Buy | 245.04estimated | $32.65 | $1,001 – $15,000 | 9115822 (INTERNATIONAL PAPER CO. CMN x |
Apr 24, 2026 Member | May 11, 2026 | IT Gartner, Inc. | Buy | 53.14estimated | $150.55 | $1,001 – $15,000 | 9115822 GARTNER, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | TMO Thermo Fisher Scientific Inc | Buy | 17.03estimated | $469.71 | $1,001 – $15,000 | 9115822 THERMO FISHER SCIENTIFIC INC CMN |
Apr 24, 2026 Member | May 11, 2026 | CI The Cigna Group | Buy | 29.03estimated | $275.64 | $1,001 – $15,000 | 9115822 CIGNA GROUP/THE CMN |
Apr 24, 2026 Member | May 11, 2026 | CFG Citizens Financial Group, Inc. | Buy | 125.42estimated | $63.79 | $1,001 – $15,000 | 9115822 CITIZENS FINANCIAL GROUP, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | PAYX Paychex, Inc. | Buy | 89.07estimated | $89.82 | $1,001 – $15,000 | 9115822 PAYCHEX, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | — COAP CLASS A | Buy | — | — | $1,001 – $15,000 | 9115822 COAP CLASS A |
Apr 24, 2026 Spouse | May 11, 2026 | — THE PROGRESSIVE CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9115822 THE PROGRESSIVE CORPORATION CMN |
Apr 24, 2026 Member | May 11, 2026 | KMB Kimberly-Clark Corporation | Buy | 81.76estimated | $97.85 | $1,001 – $15,000 | 9115822 KIMBERLY-CLARK CORPORATION CMN |
Apr 24, 2026 Member | May 11, 2026 | TMUS T-Mobile US, Inc. | Buy | 42.15estimated | $189.80 | $1,001 – $15,000 | 9115822 T-MOBILE US, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | VMC Vulcan Materials Company (Holding Company) | Buy | 27.39estimated | $292.07 | $1,001 – $15,000 | 9115822 VULCAN MATERIALS CO CMN |
Apr 24, 2026 Spouse | May 11, 2026 | XYL Xylem Inc. Common Stock New | Buy | 65.87estimated | $121.46 | $1,001 – $15,000 | 9115822 XYLEM INC, CMN |
Apr 24, 2026 Spouse | May 11, 2026 | PCAR PACCAR Inc. | Buy | 63estimated | $127.00 | $1,001 – $15,000 | 9115822 PACCAR INC CMN |
Apr 24, 2026 Spouse | May 11, 2026 | KEY KeyCorp | Buy | 369.88estimated | $21.63 | $1,001 – $15,000 | 9115822 KEYCORP CMN |
Apr 24, 2026 Spouse | May 11, 2026 | — DECKERS OUTDOORS CORP CMN * | Buy | — | — | $1,001 – $15,000 | 9115822 DECKERS OUTDOORS CORP CMN * |
Apr 24, 2026 Spouse | May 11, 2026 | ORLY O'Reilly Automotive, Inc. | Buy | 85.91estimated | $93.13 | $1,001 – $15,000 | 9115822 O'REILLY AUTOMOTIVE, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | RMD ResMed Inc. | Buy | 36.39estimated | $219.85 | $1,001 – $15,000 | 9115822 RESMED INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | LEN Lennar Corporation Class A | Buy | 85.07estimated | $94.05 | $1,001 – $15,000 | 9115822 LENNAR CORPORATION CMN |
Apr 24, 2026 Spouse | May 11, 2026 | BRO Brown & Brown, Inc. | Buy | 121.4estimated | $65.90 | $1,001 – $15,000 | 9115822 BROWN & BROWN, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | AVY Avery Dennison Corporation | Buy | 48.34estimated | $165.50 | $1,001 – $15,000 | 9115822 AVERY DENNISON CORPORATION CMN |
Apr 24, 2026 Spouse | May 11, 2026 | — MASCO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9115822 MASCO CORPORATION CMN |
Apr 24, 2026 Member | May 11, 2026 | GDDY GoDaddy Inc. Class A | Buy | 92.99estimated | $86.04 | $1,001 – $15,000 | 9115822 GODADDY INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | IR Ingersoll Rand Inc. | Buy | 95.46estimated | $83.81 | $1,001 – $15,000 | 9115822 INGERSOLL RAND INC CMN |
Apr 24, 2026 Member | May 11, 2026 | — ZEBRA TECHNOLOGIES IN CMN | Buy | — | — | $1,001 – $15,000 | 9115822 ZEBRA TECHNOLOGIES IN CMN |
Apr 24, 2026 Spouse | May 11, 2026 | SWK Stanley Black & Decker, Inc. | Buy | 104.39estimated | $76.64 | $1,001 – $15,000 | 9115822 STANLEY BLACK & DECKER, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | EFX Equifax, Inc. | Buy | 46.39estimated | $172.47 | $1,001 – $15,000 | 9115822 EQUIFAX INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | AME AMETEK, Inc. | Buy | 34.34estimated | $232.95 | $1,001 – $15,000 | 9115822 AMETEK INC (NEW) CMN |
Apr 24, 2026 Spouse | May 11, 2026 | — CRH PUBUC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 9115822 CRH PUBUC LIMITED COMPANY CMN |
Apr 24, 2026 Spouse | May 11, 2026 | ROK Rockwell Automation, Inc. | Buy | 19.94estimated | $401.18 | $1,001 – $15,000 | 9115822 ROCKWELL AUTOMATION INC CMN |
Apr 24, 2026 Member | May 11, 2026 | CVNA Carvana Co. Class A | Buy | 97.79estimated | $81.82 | $1,001 – $15,000 | 9115822 P CARVANA CO. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | SPGI S&P Global Inc. | Buy | 18.67estimated | $428.55 | $1,001 – $15,000 | 9115822 S&P GLOBAL INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | FICO Fair Isaac Corporation | Buy | 7.96estimated | $1,005 | $1,001 – $15,000 | 9115822 FAIR ISAAC INC CMN |
Apr 24, 2026 Member | May 11, 2026 | ADBE Adobe Inc. | Buy | 32.6estimated | $245.44 | $1,001 – $15,000 | 9115822 LADOBE INC CMN |
Apr 24, 2026 Spouse | May 11, 2026 | AMP Ameriprise Financial, Inc. | Buy | 17.24estimated | $464.12 | $1,001 – $15,000 | 9115822 AMERIPRISE FINANCIAL, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | OTIS Otis Worldwide Corporation Common Stock | Buy | 102.64estimated | $77.95 | $1,001 – $15,000 | 9115822 OTIS WORLDWIDE CORPORATION CMN _x |
Apr 24, 2026 Spouse | May 11, 2026 | BLDR Builders FirstSource, Inc. | Buy | 88.86estimated | $90.04 | $1,001 – $15,000 | 9115822 BUILDERS FIRSTSOURCE, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | — ZOETIS ING CMN | Buy | — | — | $1,001 – $15,000 | 9115822 ZOETIS ING CMN |
Apr 24, 2026 Spouse | May 11, 2026 | CMG Chipotle Mexican Grill, Inc. | Buy | 233.86estimated | $34.21 | $1,001 – $15,000 | 9115822 CHIPOTLE MEXICAN GRILL, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | FITB Fifth Third Bancorp | Buy | 161.11estimated | $49.66 | $1,001 – $15,000 | 9115822 FIFTH THIRD BANCORP CMN |
Apr 24, 2026 Spouse | May 11, 2026 | — VERTIV HOLDINGS LIC CMN | Buy | — | — | $1,001 – $15,000 | 9115822 VERTIV HOLDINGS LIC CMN |
Apr 24, 2026 Spouse | May 11, 2026 | FISV Fiserv, Inc. | Buy | 131.5estimated | $60.84 | $1,001 – $15,000 | 9115822 FISERV, INC. CMN |
Apr 24, 2026 Member | May 11, 2026 | SHW Sherwin-Williams Company (The) | Buy | 23.69estimated | $337.70 | $1,001 – $15,000 | 9115822 SHERWIN-WILLIAMS CO CMN |
Apr 24, 2026 Spouse | May 11, 2026 | — COW CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9115822 COW CORPORATION CMN |
Apr 24, 2026 Member | May 11, 2026 | HOOD Robinhood Markets, Inc. Class A | Buy | 94.45estimated | $84.71 | $1,001 – $15,000 | 9115822 ROBINHOOD MARKETS, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | CTAS Cintas Corporation | Buy | 45.48estimated | $175.90 | $1,001 – $15,000 | 9115822 CINTAS CORPORATION CMN |
Apr 24, 2026 Spouse | May 11, 2026 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9115822 DANAHER CORPORATION CMN |
Apr 24, 2026 Member | May 11, 2026 | ITW Illinois Tool Works Inc. | Buy | 29.71estimated | $269.29 | $1,001 – $15,000 | 9115822 P ILLINOIS TOOL WORKS CMN |
Apr 24, 2026 Spouse | May 11, 2026 | KKR KKR & Co. Inc. | Buy | 78.57estimated | $101.83 | $1,001 – $15,000 | 9115822 KKR & CO. INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | — MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9115822 MOODY'S CORPORATION CMN |
Apr 24, 2026 Member | May 11, 2026 | ANET Arista Networks, Inc. | Buy | 45.22estimated | $176.91 | $1,001 – $15,000 | 9115822 ARISTA NETWORKS, INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | T AT&T Inc. | Buy | 305.36estimated | $26.20 | $1,001 – $15,000 | 9115822 AT&T INC. CMN |
Apr 24, 2026 Spouse | May 11, 2026 | AMD Advanced Micro Devices, Inc. | Buy | 23estimated | $347.81 | $1,001 – $15,000 | 9115822 ADVANCED MICRO DEVICES, INC. CMN I |
Apr 24, 2026 Member | May 11, 2026 | — METLIFE INC. CON | Buy | — | — | $1,001 – $15,000 | 9115822 METLIFE INC. CON |
Apr 24, 2026 Spouse | May 11, 2026 | LOW Lowe's Companies, Inc. | Buy | 32.73estimated | $244.45 | $1,001 – $15,000 | 9115822 LOWES COMPANIES INC CMN |
Apr 24, 2026 Member | May 11, 2026 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 9115822 PHILIP MORRIS INTL INC CMN |
Apr 24, 2026 Member | May 11, 2026 | CARR Carrier Global Corporation Common Stock | Buy | 131.22estimated | $60.97 | $1,001 – $15,000 | 9115822 CARRIER GLOBAL CORPORATION CMN |
Apr 24, 2026 Spouse | May 11, 2026 | ORCL Oracle Corporation | Buy | 46.17estimated | $173.28 | $1,001 – $15,000 | 9115822 ORACLE CORPORATION CMN |
Apr 24, 2026 Member | May 11, 2026 | EMR Emerson Electric Company | Buy | 56.6estimated | $141.35 | $1,001 – $15,000 | 9115822 EMERSON ELECTRIC CO. CMN |
Apr 24, 2026 Member | May 11, 2026 | INTC Intel Corporation | Buy | 393.75estimated | $82.54 | $15,001 – $50,000 | 9115822 INTEL CORPORATION CMN |
Apr 22, 2026 Dependent | May 11, 2026 | — LONSGATE STUDIOS CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115822 LONSGATE STUDIOS CORP CMN |
Apr 21, 2026 Member | May 11, 2026 | — P INCR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115822 P INCR VOYIX CORP CMN |
Apr 15, 2026 Dependent | May 11, 2026 | MRVL Marvell Technology, Inc. | Receive | 59.44estimated | $134.60 | $1,001 – $15,000 | 9115822 MARVELL TECHNOLOGY, INC. CMN |
Apr 15, 2026 Dependent | May 11, 2026 | DELL Dell Technologies Inc. Class C Common Stock | Buy | 45.13estimated | $177.28 | $1,001 – $15,000 | 9115822 DELL TECHNOLOGIES INC. CMN |
Apr 14, 2026 Member | May 11, 2026 | GENI Genius Sports Limited Ordinary Shares | Buy | 1,873.65estimated | $4.27 | $1,001 – $15,000 | 9115822 P GENIUS SPORTS LTD CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — CAH PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 9115822 CAH PUBLIC LIMITED COMPANY CMN |
Apr 13, 2026 Spouse | May 11, 2026 | BRO Brown & Brown, Inc. | Buy | 118.6estimated | $67.46 | $1,001 – $15,000 | 9115822 BROWN & BROWN, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | AVY Avery Dennison Corporation | Buy | 46.46estimated | $172.22 | $1,001 – $15,000 | 9115822 AVERY DENNISON CORPORATION CMN |
Apr 13, 2026 Spouse | May 11, 2026 | AMCR Amcor plc Ordinary Shares | Buy | 195.32estimated | $40.96 | $1,001 – $15,000 | 9115822 AMCOR PLC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | TECH Bio-Techne Corp | Buy | 139.07estimated | $57.53 | $1,001 – $15,000 | 9115822 BIO-TECHNE CORPORATION CMN |
Apr 13, 2026 Spouse | May 11, 2026 | UDR UDR, Inc. | Buy | 230.23estimated | $34.75 | $1,001 – $15,000 | 9115822 UDR INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — ICMN | Buy | — | — | $1,001 – $15,000 | 9115822 ICMN |
Apr 13, 2026 Spouse | May 11, 2026 | ABT Abbott Laboratories | Buy | 79.46estimated | $100.69 | $1,001 – $15,000 | 9115822 ABBOTT LABORATORIES CMN |
Apr 13, 2026 Member | May 11, 2026 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 9115822 QUALCOMM INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9115822 MOODY'S CORPORATION CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — HONEYWELL INTI INC CMN | Buy | — | — | $1,001 – $15,000 | 9115822 HONEYWELL INTI INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | PPG PPG Industries, Inc. | Buy | 72.58estimated | $110.23 | $1,001 – $15,000 | 9115822 PPG INDUSTRIES, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | CI The Cigna Group | Buy | 29.08estimated | $275.12 | $1,001 – $15,000 | 9115822 CIGNA GROUP/THE CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115822 MC DONALDS CORP CMN |
Apr 13, 2026 Spouse | May 11, 2026 | OTIS Otis Worldwide Corporation Common Stock | Buy | 97.84estimated | $81.77 | $1,001 – $15,000 | 9115822 OTIS WORLDWIDE CORPORATION CMN |
Apr 13, 2026 Spouse | May 11, 2026 | AAPL Apple Inc. | Buy | 30.87estimated | $259.20 | $1,001 – $15,000 | 9115822 APPLE INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | V Visa Inc. | Buy | 25.86estimated | $309.39 | $1,001 – $15,000 | 9115822 VISA INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | PLTR Palantir Technologies Inc. Class A | Buy | 60.44estimated | $132.37 | $1,001 – $15,000 | 9115822 PALANTIR TECHNOLOGIES INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | MSFT Microsoft Corporation | Buy | 20.81estimated | $384.37 | $1,001 – $15,000 | 9115822 MICROSOFT CORPORATION CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115822 INTL BUSINESS MACHINES CORP CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 9115822 PHILIP MORRIS INTL INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | KHC The Kraft Heinz Company | Buy | 356.85estimated | $22.42 | $1,001 – $15,000 | 9115822 THE KRAFT HEINZ CO CMN |
Apr 13, 2026 Spouse | May 11, 2026 | DD DuPont de Nemours, Inc. | Buy | 56.56estimated | $141.45 | $1,001 – $15,000 | 9115822 DUPONT DE NEMOURS INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | CCL Carnival Corporation Ltd. Common Shares | Buy | 288.31estimated | $27.75 | $1,001 – $15,000 | 9115822 CARNIVAL CORPORATION CMN |
Apr 13, 2026 Spouse | May 11, 2026 | ALGN Align Technology, Inc. | Buy | 44.28estimated | $180.67 | $1,001 – $15,000 | 9115822 ALIGN TECHNOLOGY, INC CMN x |
Apr 13, 2026 Member | May 11, 2026 | SOLV Solventum Corporation | Buy | 118.68estimated | $67.41 | $1,001 – $15,000 | 9115822 P SOLVENTUM CORPORATION CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — DECKERS OUTDOORS CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115822 DECKERS OUTDOORS CORP CMN |
Apr 13, 2026 Spouse | May 11, 2026 | ITW Illinois Tool Works Inc. | Buy | 29.14estimated | $274.51 | $1,001 – $15,000 | 9115822 ILLINOIS TOOL WORKS CMN |
Apr 13, 2026 Spouse | May 11, 2026 | INVH Invitation Homes Inc. | Buy | 308.19estimated | $25.96 | $1,001 – $15,000 | 9115822 INVITATION HOMES INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | COF Capital One Financial Corporation | Buy | 40.5estimated | $197.55 | $1,001 – $15,000 | 9115822 CAPITAL ONE FINANCIAL CORP CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — ICMN | Buy | — | — | $1,001 – $15,000 | 9115822 ICMN |
Apr 13, 2026 Spouse | May 11, 2026 | — EDWARDS LIFESCIENCES CORPORATI | Buy | — | — | $1,001 – $15,000 | 9115822 EDWARDS LIFESCIENCES CORPORATI |
Apr 13, 2026 Spouse | May 11, 2026 | HPQ HP Inc. | Buy | 416.04estimated | $19.23 | $1,001 – $15,000 | 9115822 HP INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | RVTY Revvity, Inc. | Buy | 86.36estimated | $92.64 | $1,001 – $15,000 | 9115822 REVVITY INC CMN x |
Apr 13, 2026 Spouse | May 11, 2026 | — FRANKLIN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 9115822 FRANKLIN RESOURCES INC CMN |
Apr 13, 2026 Member | May 11, 2026 | UAL United Airlines Holdings, Inc. | Buy | 84.04estimated | $95.20 | $1,001 – $15,000 | 9115822 UNITED AIRLINES HOLDINGS INC CMN |
Apr 13, 2026 Member | May 11, 2026 | — INTL. FLAVORS & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 9115822 INTL. FLAVORS & FRAGRANCE CMN |
Apr 13, 2026 Member | May 11, 2026 | MRNA Moderna, Inc. | Buy | 157.86estimated | $50.68 | $1,001 – $15,000 | 9115822 MODERNA, INC. CMN |
Apr 13, 2026 Member | May 11, 2026 | CARR Carrier Global Corporation Common Stock | Buy | 124.39estimated | $64.32 | $1,001 – $15,000 | 9115822 CARRIER GLOBAL CORPORATION CMN |
Apr 13, 2026 Member | May 11, 2026 | EBAY eBay Inc. | Buy | 81.51estimated | $98.15 | $1,001 – $15,000 | 9115822 EBAY INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — AUTOMATIC DATA PROCESSING INC STRYKER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9115822 AUTOMATIC DATA PROCESSING INC STRYKER CORPORATION CMN |
Apr 13, 2026 Member | May 11, 2026 | KMB Kimberly-Clark Corporation | Buy | 82.82estimated | $96.60 | $1,001 – $15,000 | 9115822 KIMBERLY-CLARK CORPORATION CMN |
Apr 13, 2026 Member | May 11, 2026 | PODD Insulet Corporation | Buy | 40.45estimated | $197.81 | $1,001 – $15,000 | 9115822 INSULET CORPORATION CMN |
Apr 13, 2026 Member | May 11, 2026 | ANET Arista Networks, Inc. | Buy | 52.63estimated | $152.02 | $1,001 – $15,000 | 9115822 ARISTA NETWORKS, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | PEP PepsiCo, Inc. | Buy | 51.32estimated | $155.88 | $1,001 – $15,000 | 9115822 PEPSICO, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | ELV Elevance Health, Inc. | Buy | 25.31estimated | $316.07 | $1,001 – $15,000 | 9115822 ELEVANCE HEALTH INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | VST Vistra Corp. | Buy | 50.57estimated | $158.20 | $1,001 – $15,000 | 9115822 VISTRA CORP CMN |
Apr 13, 2026 Spouse | May 11, 2026 | POOL Pool Corporation | Buy | 36.81estimated | $217.33 | $1,001 – $15,000 | 9115822 IPOOL CORP CMN |
Apr 13, 2026 Spouse | May 11, 2026 | TYL Tyler Technologies, Inc. | Buy | 24.94estimated | $320.85 | $1,001 – $15,000 | 9115822 TYLER TECHNOLOGIES, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | LULU lululemon athletica inc. | Buy | 49.22estimated | $162.56 | $1,001 – $15,000 | 9115822 LULULEMON ATHLETICA INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | TMO Thermo Fisher Scientific Inc | Buy | 15.56estimated | $514.23 | $1,001 – $15,000 | 9115822 THERMO FISHER SCIENTIFIC INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | ROST Ross Stores, Inc. | Buy | 36.21estimated | $220.95 | $1,001 – $15,000 | 9115822 ROSS STORES, INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | URI United Rentals, Inc. | Buy | 10.26estimated | $779.53 | $1,001 – $15,000 | 9115822 UNITED RENTALS, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | APP Applovin Corporation Class A | Buy | 19.17estimated | $417.45 | $1,001 – $15,000 | 9115822 APPLOVIN CORPORATION CMN |
Apr 13, 2026 Spouse | May 11, 2026 | WFC Wells Fargo & Company | Buy | 92.34estimated | $86.64 | $1,001 – $15,000 | 9115822 WELLS FARGO & COMPANY CMN |
Apr 13, 2026 Spouse | May 11, 2026 | YUM Yum! Brands, Inc. | Buy | 49.56estimated | $161.43 | $1,001 – $15,000 | 9115822 YUM BRANDS, INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | VRSK Verisk Analytics, Inc. | Buy | 47.66estimated | $167.87 | $1,001 – $15,000 | 9115822 VERISK ANALYTICS, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | CRM Salesforce, Inc. | Buy | 46.29estimated | $172.82 | $1,001 – $15,000 | 9115822 ISALESFORCE INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — EQTY DN CASH BASE | Buy | — | — | $1,001 – $15,000 | 9115822 EQTY DN CASH BASE |
Apr 13, 2026 Spouse | May 11, 2026 | XYL Xylem Inc. Common Stock New | Buy | 62.09estimated | $128.85 | $1,001 – $15,000 | 9115822 XYLEM INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | JNJ Johnson & Johnson | Buy | 33.62estimated | $237.96 | $1,001 – $15,000 | 9115822 JOHNSON & JOHNSON CMN |
Apr 13, 2026 Spouse | May 11, 2026 | F Ford Motor Company | Buy | 657.94estimated | $12.16 | $1,001 – $15,000 | 9115822 FORD MOTOR COMPANY CMN |
Apr 13, 2026 Spouse | May 11, 2026 | TBBK The Bancorp Inc | Buy | 134.35estimated | $59.55 | $1,001 – $15,000 | 9115822 U.S. BANCORP CMN |
Apr 13, 2026 Spouse | May 11, 2026 | HOOD Robinhood Markets, Inc. Class A | Buy | 111.63estimated | $71.67 | $1,001 – $15,000 | 9115822 ROBINHOOD MARKETS, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | BALL Ball Corporation | Buy | 125.79estimated | $63.60 | $1,001 – $15,000 | 9115822 BALL CORPORATION CMN |
Apr 13, 2026 Spouse | May 11, 2026 | DXCM DexCom, Inc. | Buy | 126.75estimated | $63.12 | $1,001 – $15,000 | 9115822 DEXCOM, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — W.W. GRAINGER INCOMN | Buy | — | — | $1,001 – $15,000 | 9115822 W.W. GRAINGER INCOMN |
Apr 13, 2026 Spouse | May 11, 2026 | VMC Vulcan Materials Company (Holding Company) | Buy | 26.92estimated | $297.15 | $1,001 – $15,000 | 9115822 VULCAN MATERIALS CO CMN |
Apr 13, 2026 Member | May 11, 2026 | — P 'THÈ PROGRESSIVE CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9115822 P 'THÈ PROGRESSIVE CORPORATION CMN |
Apr 13, 2026 Member | May 11, 2026 | WDAY Workday, Inc. Class A | Buy | 66.72estimated | $119.92 | $1,001 – $15,000 | 9115822 P WORKDAY, INC. CMN |
Apr 13, 2026 Member | May 11, 2026 | DIS Walt Disney Company (The) | Buy | 79.07estimated | $101.18 | $1,001 – $15,000 | 9115822 P WALT DISNEY COMPANY (THE) CMN |
Apr 13, 2026 Spouse | May 11, 2026 | HD Home Depot, Inc. (The) | Buy | 23.45estimated | $341.16 | $1,001 – $15,000 | 9115822 THE HOME DEPOT, INC. CMN |
Apr 13, 2026 Member | May 11, 2026 | — P IN CMN | Buy | — | — | $1,001 – $15,000 | 9115822 P IN CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — BROADRIDGE FINANCIAL SOLUTIONS PNC FINANCIAL SERVICES GROUP, CMN | Buy | — | — | $1,001 – $15,000 | 9115822 BROADRIDGE FINANCIAL SOLUTIONS PNC FINANCIAL SERVICES GROUP, CMN |
Apr 13, 2026 Member | May 11, 2026 | FDS FactSet Research Systems Inc. | Buy | 35.33estimated | $226.42 | $1,001 – $15,000 | 9115822 P FACTSET RESEARCH SYSTEMS INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | AZO AutoZone, Inc. | Buy | 2.28estimated | $3,514 | $1,001 – $15,000 | 9115822 AUTOZONE, INC. CMN |
Apr 13, 2026 Member | May 11, 2026 | WDC Western Digital Corporation | Buy | 22.85estimated | $350.16 | $1,001 – $15,000 | 9115822 P WESTERN DIGITAL CORPORATION CMN * |
Apr 13, 2026 Spouse | May 11, 2026 | ADI Analog Devices, Inc. | Buy | 22.86estimated | $350.01 | $1,001 – $15,000 | 9115822 ANALOG DEVICES, INC. CMN K |
Apr 13, 2026 Spouse | May 11, 2026 | — MARSH ORD CMN | Buy | — | — | $1,001 – $15,000 | 9115822 MARSH ORD CMN |
Apr 13, 2026 Member | May 11, 2026 | PAYX Paychex, Inc. | Buy | 89.57estimated | $89.32 | $1,001 – $15,000 | 9115822 P PAYCHEX, INC. CMN x |
Apr 13, 2026 Spouse | May 11, 2026 | SNPS Synopsys, Inc. | Buy | 19.15estimated | $417.77 | $1,001 – $15,000 | 9115822 SYNOPSYS, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | CDNS Cadence Design Systems, Inc. | Buy | 27.76estimated | $288.20 | $1,001 – $15,000 | 9115822 CADENCE DESIGN SYSTEMS INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | ADBE Adobe Inc. | Buy | 33.32estimated | $240.11 | $1,001 – $15,000 | 9115822 ADOBE INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | CPRT Copart, Inc. (DE) | Buy | 240.62estimated | $33.25 | $1,001 – $15,000 | 9115822 COPART, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | IDXX IDEXX Laboratories, Inc. | Buy | 13.94estimated | $574.00 | $1,001 – $15,000 | 9115822 IDEXX LABORATORIES CMN |
Apr 13, 2026 Spouse | May 11, 2026 | NDAQ Nasdaq, Inc. | Buy | 92.87estimated | $86.15 | $1,001 – $15,000 | 9115822 NASDAQ INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | CPAY Corpay, Inc. | Buy | 25.38estimated | $315.17 | $1,001 – $15,000 | 9115822 CORPAY INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | KKR KKR & Co. Inc. | Buy | 81.52estimated | $98.14 | $1,001 – $15,000 | 9115822 KKR & CO. INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | NEE NextEra Energy, Inc. | Buy | 86.68estimated | $92.30 | $1,001 – $15,000 | 9115822 NEXTERA ENERGY, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — TIX COMPANIES INC (NEW) CMN | Buy | — | — | $1,001 – $15,000 | 9115822 TIX COMPANIES INC (NEW) CMN |
Apr 13, 2026 Spouse | May 11, 2026 | SMCI Super Micro Computer, Inc. | Buy | 308.07estimated | $25.97 | $1,001 – $15,000 | 9115822 SUPER MICRO COMPUTER, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | COIN Coinbase Global, Inc. Class A | Buy | 45.84estimated | $174.53 | $1,001 – $15,000 | 9115822 COINBASE GLOBAL, INC, CMN |
Apr 13, 2026 Spouse | May 11, 2026 | IP International Paper Company | Buy | 218.29estimated | $36.65 | $1,001 – $15,000 | 9115822 I INTERNATIONAL PAPER CO. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | SYF Synchrony Financial | Buy | 108.42estimated | $73.79 | $1,001 – $15,000 | 9115822 SYNCHRONY FINANCIAL CMN |
Apr 13, 2026 Spouse | May 11, 2026 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 79.56estimated | $100.56 | $1,001 – $15,000 | 9115822 CROWDSTRIKE HOLDINGS, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | GPN Global Payments Inc. | Buy | 117.41estimated | $68.14 | $1,001 – $15,000 | 9115822 GLOBAL PAYMENTS INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | — BLOCK, ING. CMN | Buy | — | — | $1,001 – $15,000 | 9115822 BLOCK, ING. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | NOW ServiceNow, Inc. | Buy | 89.83estimated | $89.06 | $1,001 – $15,000 | 9115822 SERVICENOW INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | BKNG Booking Holdings Inc. | Buy | 45.14estimated | $177.25 | $1,001 – $15,000 | 9115822 BOOKING HOLDINGS INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | DRI Darden Restaurants, Inc. | Buy | 41.69estimated | $191.89 | $1,001 – $15,000 | 9115822 DARDEN RESTAURANTS, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | UBER Uber Technologies, Inc. | Buy | 110.6estimated | $72.34 | $1,001 – $15,000 | 9115822 UBER TECHNOLOGIES, INC. CMN x |
Apr 13, 2026 Spouse | May 11, 2026 | ADSK Autodesk, Inc. | Buy | 35.22estimated | $227.14 | $1,001 – $15,000 | 9115822 AUTODESK, INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | ULTA Ulta Beauty, Inc. | Buy | 15.19estimated | $526.76 | $1,001 – $15,000 | 9115822 ULTA BEAUTY INC CMN |
Apr 13, 2026 Spouse | May 11, 2026 | BAC Bank of America Corporation | Buy | 149.96estimated | $53.35 | $1,001 – $15,000 | 9115822 BANK OF AMERICA CORP CMN |
Apr 13, 2026 Spouse | May 11, 2026 | FISV Fiserv, Inc. | Buy | 136.09estimated | $58.79 | $1,001 – $15,000 | 9115822 FISERV, INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | EFX Equifax, Inc. | Buy | 42.91estimated | $186.47 | $1,001 – $15,000 | 9115822 EQUIFAX INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | BAX Baxter International Inc. | Buy | 453.8estimated | $17.63 | $1,001 – $15,000 | 9115822 BAXTER INTERNATIONAL INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | SPGI S&P Global Inc. | Buy | 18.96estimated | $421.97 | $1,001 – $15,000 | 9115822 S&P GLOBAL INC. CMN |
Apr 13, 2026 Spouse | May 11, 2026 | PANW Palo Alto Networks, Inc. | Buy | 49.23estimated | $162.51 | $1,001 – $15,000 | 9115822 PALO ALTO NETWORKS INC. CMN x |
Apr 10, 2026 Member | May 11, 2026 | — D /PORTFOLIO CLASSP | Buy | — | — | $50,001 – $100,000 | 9115822 D /PORTFOLIO CLASSP |
Apr 10, 2026 Dependent | May 11, 2026 | — PORTFOLIO CLASS P | Buy | — | — | $50,001 – $100,000 | 9115822 PORTFOLIO CLASS P |
Apr 2, 2026 Spouse | May 11, 2026 | GENI Genius Sports Limited Ordinary Shares | Buy | 1,754.5estimated | $4.56 | $1,001 – $15,000 | 9115822 GENIUS SPORTS LTD CMN |
Apr 2, 2026 Dependent | May 11, 2026 | GOOGL Alphabet Inc. Class A | Buy | 109.88estimated | $295.77 | $15,001 – $50,000 | 9115822 ALPHABET INC. CMN |
Apr 2, 2026 Spouse | Apr 7, 2026 | — CLASSA | Sell | — | — | $1,001 – $15,000 | 9115726 CLASSA |
Mar 30, 2026 Dependent | Apr 7, 2026 | UBER Uber Technologies, Inc. | Buy | 114.44estimated | $69.91 | $1,001 – $15,000 | 9115726 UBER TECHNOLOGIES INC. CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | INCY Incyte Corp. | Buy | 88.57estimated | $90.33 | $1,001 – $15,000 | 9115726 INCYTE CORPORATION CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | TSLA Tesla, Inc. | Buy | 91.48estimated | $355.28 | $15,001 – $50,000 | 9115726 TESLA INC CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | IDXX IDEXX Laboratories, Inc. | Buy | 14.36estimated | $557.09 | $1,001 – $15,000 | 9115726 IDEXX LABORATORIES CMN |
Mar 30, 2026 Spouse | Apr 7, 2026 | NDAQ Nasdaq, Inc. | Buy | 95.79estimated | $83.52 | $1,001 – $15,000 | 9115726 INASDAQ INC CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | PRU Prudential Financial, Inc. | Buy | 343.99estimated | $94.48 | $15,001 – $50,000 | 9115726 PRUDENTIAL FINANCIAL INC CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | — IPMORGAN CHASE & CO CMN | Buy | — | — | $15,001 – $50,000 | 9115726 IPMORGAN CHASE & CO CMN |
Mar 30, 2026 Member | Apr 7, 2026 | — DIC COCA COLA COMPANY (THE] CMN | Buy | — | — | $50,001 – $100,000 | 9115726 DIC COCA COLA COMPANY (THE] CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | — TRADE DESK INC (THE) CMIN | Sell | — | — | $1,001 – $15,000 | 9115726 TRADE DESK INC (THE) CMIN |
Mar 30, 2026 Dependent | Apr 7, 2026 | — MID AMERICA APT CMNTYS INC CMN | Buy | — | — | $1,001 – $15,000 | 9115726 MID AMERICA APT CMNTYS INC CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | — VERTEX PHARMACEUTICALS INCORPO IDOLLAR GENERAL CORPORATIDN CMN | Buy | — | — | $1,001 – $15,000 | 9115726 VERTEX PHARMACEUTICALS INCORPO IDOLLAR GENERAL CORPORATIDN CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | — TRAYMOND JAMES FINANCIAL INC CENCORA INC CMN | Sell | — | — | $1,001 – $15,000 | 9115726 TRAYMOND JAMES FINANCIAL INC CENCORA INC CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | MET MetLife, Inc. | Sell | 117.19estimated | $68.27 | $1,001 – $15,000 | 9115726 METLIFE INC CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | — JINC | Sell | — | — | $1,001 – $15,000 | 9115726 JINC |
Mar 30, 2026 Dependent | Apr 7, 2026 | BKNG Booking Holdings Inc. | Buy | 48.58estimated | $164.70 | $1,001 – $15,000 | 9115726 BOOKING HOLDINGS INC CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | ECL Ecolab Inc. | Receive | 30.48estimated | $262.49 | $1,001 – $15,000 | 9115726 LECOLAB INC CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | — AMERIPRISE FINANCIAL, ING CMN | Sell | — | — | $1,001 – $15,000 | 9115726 AMERIPRISE FINANCIAL, ING CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | ADBE Adobe Inc. | Sell | 33.18estimated | $241.13 | $1,001 – $15,000 | 9115726 ADOBE INC CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | MA Mastercard Incorporated | Buy | 151.82estimated | $494.00 | $50,001 – $100,000 | 9115726 MASTERCARD INCORPORATED CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | XYZ Block, Inc. Class A Common Stock, | Buy | 140.29estimated | $57.03 | $1,001 – $15,000 | 9115726 BLOCK INC CMN |
Mar 30, 2026 Dependent | Apr 7, 2026 | DDOG Datadog, Inc. Class A | Buy | 69.08estimated | $115.81 | $1,001 – $15,000 | 9115726 DATADOG INC CMN |
Mar 29, 2026 Spouse | Apr 7, 2026 | PYPL PayPal Holdings, Inc. | Buy | 183.54estimated | $43.59 | $1,001 – $15,000 | 9115726 PAYPAL HOLDINGS INC CMN |
Mar 23, 2026 Member | Apr 7, 2026 | DRI Darden Restaurants, Inc. | Sell | 40.83estimated | $195.97 | $1,001 – $15,000 | 9115726 DARDEN RESTAURANTS INC CMN |
Mar 23, 2026 Member | Apr 7, 2026 | TSCO Tractor Supply Company | Sell | 175.18estimated | $45.67 | $1,001 – $15,000 | 9115726 P TRACTOR SUPPLY COMPANY CMN |
Mar 23, 2026 Member | Apr 7, 2026 | — P LEMN | Sell | — | — | $1,001 – $15,000 | 9115726 P LEMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 77.43estimated | $103.33 | $1,001 – $15,000 | 9115726 CROWDSTRIKE HOLDINGS INC CMN = |
Mar 23, 2026 Spouse | Apr 7, 2026 | CMG Chipotle Mexican Grill, Inc. | Buy | 239.82estimated | $33.36 | $1,001 – $15,000 | 9115726 CHIPOTLE MEXICAN GRILL, INC CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | WDC Western Digital Corporation | Buy | 27.14estimated | $294.79 | $1,001 – $15,000 | 9115726 WESTERN DIGITAL CORPORATION CMN, |
Mar 23, 2026 Spouse | Apr 7, 2026 | — MARSH ORD CMN | Sell | — | — | $1,001 – $15,000 | 9115726 MARSH ORD CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | V Visa Inc. | Sell | 26.28estimated | $304.44 | $1,001 – $15,000 | 9115726 I VISA INC CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | — ICERTEX PHARMACEUTICALS INCORPO | Buy | — | — | $1,001 – $15,000 | 9115726 ICERTEX PHARMACEUTICALS INCORPO |
Mar 23, 2026 Member | Apr 7, 2026 | — ROLLINS INC REGOFF SCTASK0796638 _* | Buy | — | — | $1,001 – $15,000 | 9115726 ROLLINS INC REGOFF SCTASK0796638 _* |
Mar 23, 2026 Spouse | Apr 7, 2026 | CPAY Corpay, Inc. | Buy | 27.28estimated | $293.31 | $1,001 – $15,000 | 9115726 CORPAY INC CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | TTD The Trade Desk, Inc. Class A | Buy | 334.05estimated | $23.95 | $1,001 – $15,000 | 9115726 TRADE DESK INC (THE) CMN x |
Mar 23, 2026 Spouse | Apr 7, 2026 | CVNA Carvana Co. Class A | Buy | 133.52estimated | $59.92 | $1,001 – $15,000 | 9115726 CARVANA CO CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | DOC Healthpeak Properties, Inc. | Buy | 465.96estimated | $17.17 | $1,001 – $15,000 | 9115726 HEALTHPEAK PROPERTIES INC CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | — LAMB WESTON HOLDINGS ING CMN | Buy | — | — | $1,001 – $15,000 | 9115726 LAMB WESTON HOLDINGS ING CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | MCD McDonald's Corporation | Buy | 25.94estimated | $308.47 | $1,001 – $15,000 | 9115726 MCDONALDS CORP CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | CBRE CBRE Group Inc Common Stock Class A | Buy | 58.94estimated | $135.75 | $1,001 – $15,000 | 9115726 CBRE GROUP INC CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | — DR. HORTON INC. CMN | Buy | — | — | $1,001 – $15,000 | 9115726 DR. HORTON INC. CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | SNPS Synopsys, Inc. | Buy | 18.5estimated | $432.48 | $1,001 – $15,000 | 9115726 SYNOPSYS INC CMN |
Mar 23, 2026 Member | Apr 7, 2026 | — P. COSTAR GROUP ING CMN | Buy | — | — | $1,001 – $15,000 | 9115726 P. COSTAR GROUP ING CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | VRSK Verisk Analytics, Inc. | Buy | 40.03estimated | $199.85 | $1,001 – $15,000 | 9115726 VERISK ANALYTICS INC CMN x |
Mar 23, 2026 Spouse | Apr 7, 2026 | AFL AFLAC Incorporated | Buy | 75.02estimated | $106.65 | $1,001 – $15,000 | 9115726 AFLAC INCORPORATED CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | DIS Walt Disney Company (The) | Buy | 81.68estimated | $97.95 | $1,001 – $15,000 | 9115726 WALT DISNEY COMPANY (THE) CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | — VIC! PROPERTIES INC CMN | Buy | — | — | $1,001 – $15,000 | 9115726 VIC! PROPERTIES INC CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | IT Gartner, Inc. | Buy | 49.21estimated | $162.59 | $1,001 – $15,000 | 9115726 IGARTNER INC CMN = |
Mar 23, 2026 Member | Apr 7, 2026 | CPRT Copart, Inc. (DE) | Buy | 239.61estimated | $33.39 | $1,001 – $15,000 | 9115726 S.... COPART INC. CMN |
Mar 23, 2026 Member | Apr 7, 2026 | — TOMN | Buy | — | — | $1,001 – $15,000 | 9115726 TOMN |
Mar 23, 2026 Member | Apr 7, 2026 | — P..KKR& CO ING CMN | Buy | — | — | $1,001 – $15,000 | 9115726 P..KKR& CO ING CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | — PRUDENTIAL FINANCIAL INCCMN | Buy | — | — | $1,001 – $15,000 | 9115726 PRUDENTIAL FINANCIAL INCCMN |
Mar 23, 2026 Member | Apr 7, 2026 | — ROPER TECHNOLDGIES INC CMN | Buy | — | — | $1,001 – $15,000 | 9115726 ROPER TECHNOLDGIES INC CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | INVH Invitation Homes Inc. | Buy | 323.12estimated | $24.76 | $1,001 – $15,000 | 9115726 INVITATION HOMES INC CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | SPGI S&P Global Inc. | Buy | 19.01estimated | $420.78 | $1,001 – $15,000 | 9115726 S&P GLOBAL INC CMN |
Mar 23, 2026 Spouse | Apr 7, 2026 | — UBER TECHNOLOGIES INC CMN 1x | Buy | — | — | $1,001 – $15,000 | 9115726 UBER TECHNOLOGIES INC CMN 1x |
Mar 23, 2026 Spouse | Apr 7, 2026 | — MICROSOFT CORPORATION CN x | Buy | — | — | $1,001 – $15,000 | 9115726 MICROSOFT CORPORATION CN x |
Mar 23, 2026 Spouse | Apr 7, 2026 | — TRESMED ING CMN | Sell | — | — | $1,001 – $15,000 | 9115726 TRESMED ING CMN |
Mar 20, 2026 Dependent | Apr 7, 2026 | — JUNTEDHEALTH GROUP ING | Buy | — | — | $1,001 – $15,000 | 9115726 JUNTEDHEALTH GROUP ING |
Mar 20, 2026 Dependent | Apr 7, 2026 | — MASTERCARD INCORPORATED CLA | Buy | — | — | $1,001 – $15,000 | 9115726 MASTERCARD INCORPORATED CLA |
Mar 20, 2026 Dependent | Apr 7, 2026 | — INFOSYS LTD SPON ADR EACH REP 1 ORD SHS | Buy | — | — | $1,001 – $15,000 | 9115726 INFOSYS LTD SPON ADR EACH REP 1 ORD SHS |
Mar 20, 2026 Dependent | Apr 7, 2026 | — NYRING COM USDO 01 | Buy | — | — | $1,001 – $15,000 | 9115726 NYRING COM USDO 01 |
Mar 20, 2026 Dependent | Apr 7, 2026 | CRM Salesforce, Inc. | Buy | 40.95estimated | $195.38 | $1,001 – $15,000 | 9115726 SALESFORCE INC COM |
Mar 20, 2026 Dependent | Apr 7, 2026 | — PT BANK CENTRAL ASIA TBK UNSRONSORD | Buy | — | — | $1,001 – $15,000 | 9115726 PT BANK CENTRAL ASIA TBK UNSRONSORD |
Mar 20, 2026 Dependent | Apr 7, 2026 | NFLX Netflix, Inc. | Buy | 87.13estimated | $91.82 | $1,001 – $15,000 | 9115726 NETFLIX INC |
Mar 20, 2026 Dependent | Apr 7, 2026 | — INFOSYS LTD SPON ADR EACH REP 1 ORD SHS] | Buy | — | — | $1,001 – $15,000 | 9115726 INFOSYS LTD SPON ADR EACH REP 1 ORD SHS] |
Mar 20, 2026 Dependent | Apr 7, 2026 | HD Home Depot, Inc. (The) | Buy | 24.94estimated | $320.75 | $1,001 – $15,000 | 9115726 HOME DEPOT INC |
Mar 20, 2026 Spouse | Apr 7, 2026 | — IPT BANK CENTRAL ASIA TBK UINSPONSORD ADR | Buy | — | — | $1,001 – $15,000 | 9115726 IPT BANK CENTRAL ASIA TBK UINSPONSORD ADR |
Mar 20, 2026 Spouse | Apr 7, 2026 | — INFOSYS LTD SPON ADR EACH REP 1 ORD SHS | Buy | — | — | $1,001 – $15,000 | 9115726 INFOSYS LTD SPON ADR EACH REP 1 ORD SHS |
Mar 19, 2026 Dependent | Apr 7, 2026 | CEG Constellation Energy Corporation Common Stock | Buy | 25.28estimated | $316.47 | $1,001 – $15,000 | 9115726 CONSTELLATION ENERGY CORP CMN |
Mar 19, 2026 Dependent | Apr 7, 2026 | XEL Xcel Energy Inc. | Buy | 100.6estimated | $79.53 | $1,001 – $15,000 | 9115726 XCEL ENERGY INC CMN |
Mar 19, 2026 Dependent | Apr 7, 2026 | NEE NextEra Energy, Inc. | Buy | 86.58estimated | $92.41 | $1,001 – $15,000 | 9115726 NEXTERA ENERGY INC CMN |
Mar 18, 2026 Spouse | Apr 7, 2026 | — MICRON TECHNOLOGY ING CMN | Buy | — | — | $1,001 – $15,000 | 9115726 MICRON TECHNOLOGY ING CMN |
Mar 18, 2026 Dependent | Apr 7, 2026 | MRVL Marvell Technology, Inc. | Buy | 91.31estimated | $87.62 | $1,001 – $15,000 | 9115726 MARVELL TECHNOLOGY INC CMN |
Mar 16, 2026 Member | Apr 7, 2026 | — PUT (AMD) ADVANCED MICRO SEP 18 26 $170 (100 SHS) | Buy | — | — | $1,001 – $15,000 | 9115726 PUT (AMD) ADVANCED MICRO SEP 18 26 $170 (100 SHS) |
Mar 16, 2026 Dependent | Apr 7, 2026 | — (100 SHS) PUT (NVDA) NVIDIA CORPORATION MAR 19 | Sell | — | — | $1,001 – $15,000 | 9115726 (100 SHS) PUT (NVDA) NVIDIA CORPORATION MAR 19 |
Mar 16, 2026 Dependent | Apr 7, 2026 | — PUT (PLTR) PALANTIR SEP 1B 26 $130 (100 | Sell | — | — | $1,001 – $15,000 | 9115726 PUT (PLTR) PALANTIR SEP 1B 26 $130 (100 |
Mar 16, 2026 Dependent | Apr 7, 2026 | — PUT (MSFT) MICROSOFT CORP SEP 1826 5340(100 545) | Sell | — | — | $1,001 – $15,000 | 9115726 PUT (MSFT) MICROSOFT CORP SEP 1826 5340(100 545) |
Mar 16, 2026 Dependent | Apr 7, 2026 | — PUT (AMD) ADVANCED MICRO SEP 18 26 1$270 (200 SHS) | Sell | — | — | $1,001 – $15,000 | 9115726 PUT (AMD) ADVANCED MICRO SEP 18 26 1$270 (200 SHS) |
Mar 16, 2026 Dependent | Apr 7, 2026 | — PUT (AVGO) BROADCOM INC COM SEP 18 26 $280 (100 SHS) | Sell | — | — | $1,001 – $15,000 | 9115726 PUT (AVGO) BROADCOM INC COM SEP 18 26 $280 (100 SHS) |
Mar 16, 2026 Spouse | Apr 7, 2026 | — PUT (PLTA) PALANTIR MAR 1927 $130 |100 iSHS) | Sell | — | — | $1,001 – $15,000 | 9115726 PUT (PLTA) PALANTIR MAR 1927 $130 |100 iSHS) |
Mar 16, 2026 Spouse | Apr 7, 2026 | — (SHS) PUT (PLTR) PALANTIR SEP 18 26 $130 (100 | Buy | — | — | $1,001 – $15,000 | 9115726 (SHS) PUT (PLTR) PALANTIR SEP 18 26 $130 (100 |
Mar 16, 2026 Spouse | Apr 7, 2026 | — PUT (MSFT) MICROSOFT CORP SEP 18 25 $340 (100 SHS) | Buy | — | — | $1,001 – $15,000 | 9115726 PUT (MSFT) MICROSOFT CORP SEP 18 25 $340 (100 SHS) |
Mar 16, 2026 Spouse | Apr 7, 2026 | — PUT (AMD) ADVANCEL MICRO SEP 18 26 $170 (100 SHS) == | Buy | — | — | $1,001 – $15,000 | 9115726 PUT (AMD) ADVANCEL MICRO SEP 18 26 $170 (100 SHS) == |
Mar 16, 2026 Spouse | Apr 7, 2026 | — (100 5H5) PUT (NVDA) NVIDIA CORPORATION SEP 18 | Buy | — | — | $1,001 – $15,000 | 9115726 (100 5H5) PUT (NVDA) NVIDIA CORPORATION SEP 18 |
Mar 15, 2026 Dependent | Apr 7, 2026 | — D (100 SHS) PUT (AVGO) BROAOCOM INC COM MAR 19 | Sell | — | — | $1,001 – $15,000 | 9115726 D (100 SHS) PUT (AVGO) BROAOCOM INC COM MAR 19 |
Mar 13, 2026 Spouse | Apr 7, 2026 | — ADR CMN | Receive | — | — | $1,001 – $15,000 | 9115726 ADR CMN |
Mar 13, 2026 Spouse | Apr 7, 2026 | — ENEL SOCIETA PER AZIONI ADR CMN | Buy | — | — | $1,001 – $15,000 | 9115726 ENEL SOCIETA PER AZIONI ADR CMN |
Mar 13, 2026 Spouse | Apr 7, 2026 | — LADROMN | Sell | — | — | $1,001 – $15,000 | 9115726 LADROMN |
Mar 13, 2026 Spouse | Apr 7, 2026 | — RIO TINTO PLC SPONSORED ADR | Buy | — | — | $1,001 – $15,000 | 9115726 RIO TINTO PLC SPONSORED ADR |
Mar 13, 2026 Spouse | Apr 7, 2026 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 9115726 SPONSORED ADR CMN |
Mar 12, 2026 Spouse | Apr 7, 2026 | — LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 9115726 LINKED TO S&P 500 INDEX |
Mar 12, 2026 Spouse | Apr 7, 2026 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 9115726 CLASSA |
Mar 10, 2026 Spouse | Apr 7, 2026 | APD Air Products and Chemicals, Inc. | Buy | 29.08estimated | $275.12 | $1,001 – $15,000 | 9115726 AIR PRODUCTS & CHEMICALS INC CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | MSFT Microsoft Corporation | Buy | 19.72estimated | $405.76 | $1,001 – $15,000 | 9115726 MICROSOFT CORPORATION CMN |
Mar 10, 2026 Member | Apr 7, 2026 | — iCMN | Sell | — | — | $1,001 – $15,000 | 9115726 iCMN |
Mar 10, 2026 Member | Apr 7, 2026 | HRL Hormel Foods Corporation | Buy | 342.78estimated | $23.34 | $1,001 – $15,000 | 9115726 P HORMEL FOODS CORPORATION CMN |
Mar 10, 2026 Member | Apr 7, 2026 | DIS Walt Disney Company (The) | Buy | 78.96estimated | $101.32 | $1,001 – $15,000 | 9115726 P WALT DISNEY COMPANY (THE) CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | PNC PNC Financial Services Group, Inc. (The) | Buy | 38.76estimated | $206.39 | $1,001 – $15,000 | 9115726 PNC FINANCIAL SERVICES GROUP CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | CMG Chipotle Mexican Grill, Inc. | Buy | 230.43estimated | $34.72 | $1,001 – $15,000 | 9115726 CHIPOTLE MEXICAN GRILL INC CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | TMO Thermo Fisher Scientific Inc | Buy | 16estimated | $500.08 | $1,001 – $15,000 | 9115726 THERMO FISHER SCIENTIFIC INC CMN |
Mar 10, 2026 Member | Apr 7, 2026 | — THE HOME DEPOT IN CMN x! | Sell | — | — | $15,001 – $50,000 | 9115726 THE HOME DEPOT IN CMN x! |
Mar 10, 2026 Spouse | Apr 7, 2026 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 9115726 BERKSHIRE HATHAWAY INC CLASS B |
Mar 10, 2026 Spouse | Apr 7, 2026 | CSGP CoStar Group, Inc. | Buy | 172.69estimated | $46.33 | $1,001 – $15,000 | 9115726 COSTAR GROUP INC CMN. x |
Mar 10, 2026 Spouse | Apr 7, 2026 | DOW Dow Inc. Common Stock | Buy | 236.07estimated | $33.89 | $1,001 – $15,000 | 9115726 DOW INC CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115726 INTL BUSINESS MACHINES CORP CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | IQV IQVIA Holdings, Inc. | Buy | 46.81estimated | $170.93 | $1,001 – $15,000 | 9115726 IQVIA HOLDINGS INC CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | — AIRBNE INC CMN | Buy | — | — | $1,001 – $15,000 | 9115726 AIRBNE INC CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | — FISERY INC CMN | Buy | — | — | $1,001 – $15,000 | 9115726 FISERY INC CMN |
Mar 10, 2026 Member | Apr 7, 2026 | KKR KKR & Co. Inc. | Buy | 88.93estimated | $89.96 | $1,001 – $15,000 | 9115726 P KKR & CO INC CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | — INTERCONTINENTAL EXCHANGE INC UBER TECHNOLOGIES INC CMN | Buy | — | — | $1,001 – $15,000 | 9115726 INTERCONTINENTAL EXCHANGE INC UBER TECHNOLOGIES INC CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | KDP Keurig Dr Pepper Inc. | Buy | 285.32estimated | $28.04 | $1,001 – $15,000 | 9115726 KEURIG DR PEPPER INC CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | AMCR Amcor plc Ordinary Shares | Buy | 190.04estimated | $42.10 | $1,001 – $15,000 | 9115726 AMCOR PLC CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | NKE Nike, Inc. | Buy | 142.66estimated | $56.08 | $1,001 – $15,000 | 9115726 NIKE CLASS B CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | CRM Salesforce, Inc. | Buy | 41.05estimated | $194.91 | $1,001 – $15,000 | 9115726 SALESFORCE INC CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | NVDA NVIDIA Corporation | Buy | 43.3estimated | $184.77 | $1,001 – $15,000 | 9115726 INVIDIA CORPORATION CMN |
Mar 10, 2026 Spouse | Apr 7, 2026 | — ICIMN | Buy | — | — | $1,001 – $15,000 | 9115726 ICIMN |
Mar 10, 2026 Member | Apr 7, 2026 | BAC Bank of America Corporation | Buy | 164.75estimated | $48.56 | $1,001 – $15,000 | 9115726 BANK OF AMERICA CORP CMN |
Mar 9, 2026 Spouse | Apr 7, 2026 | GENI Genius Sports Limited Ordinary Shares | Buy | 1,484.32estimated | $5.39 | $1,001 – $15,000 | 9115726 GENIUS SPORTS LTD CMN |
Mar 3, 2026 Member | Sep 4, 2026 | MO Altria Group, Inc. | Buy | 116.13estimated | $68.89 | $1,001 – $15,000 | 9116328 P ALTRIA GROUP INC CMN |
Mar 3, 2026 Dependent | Apr 7, 2026 | — TO BASKET OF INDICES x | Buy | — | — | $1,001 – $15,000 | 9115726 TO BASKET OF INDICES x |
Mar 2, 2026 Dependent | Apr 7, 2026 | — JUSD x | Buy | — | — | $1,001 – $15,000 | 9115726 JUSD x |
Mar 2, 2026 Dependent | Apr 7, 2026 | — SONIAN ANK PLE LINKED TO SAP x | Buy | — | — | $50,001 – $100,000 | 9115726 SONIAN ANK PLE LINKED TO SAP x |
Feb 27, 2026 Member | Mar 9, 2026 | — REALTY INCOME COAPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8221358 REALTY INCOME COAPORATION CMN |
Feb 26, 2026 Member | Mar 9, 2026 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8221358 INDEX |
Feb 26, 2026 Spouse | Mar 9, 2026 | — INDEX | Buy | — | — | $100,001 – $250,000 | 8221358 INDEX |
Feb 26, 2026 Spouse | Mar 9, 2026 | — INDEX | Buy | — | — | $15,001 – $50,000 | 8221358 INDEX |
Feb 25, 2026 Dependent | Mar 9, 2026 | — UBS AG LINKED TO S&P 500 INDEX | Buy | — | — | $15,001 – $50,000 | 8221358 UBS AG LINKED TO S&P 500 INDEX |
Feb 25, 2026 Member | Mar 9, 2026 | — P DOMINO'S PIZZA, INC. CMN | Sell | — | — | $1,001 – $15,000 | 8221358 P DOMINO'S PIZZA, INC. CMN |
Feb 25, 2026 Spouse | Mar 9, 2026 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8221358 CLASSA |
Feb 25, 2026 Dependent | Mar 9, 2026 | CART Maplebear Inc. | Buy | 218.89estimated | $36.55 | $1,001 – $15,000 | 8221358 MAPLEBEAR INC. CMN |
Feb 25, 2026 Spouse | Mar 9, 2026 | CART Maplebear Inc. | Buy | 218.89estimated | $36.55 | $1,001 – $15,000 | 8221358 MAPLEBEAR INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | DDOG Datadog, Inc. Class A | Sell | 76.61estimated | $104.43 | $1,001 – $15,000 | 8221358 DATADOG, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | VRSK Verisk Analytics, Inc. | Sell | 41.85estimated | $191.17 | $1,001 – $15,000 | 8221358 VERISK ANALYTICS, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | BRO Brown & Brown, Inc. | Sell | 114.55estimated | $69.84 | $1,001 – $15,000 | 8221358 BROWN & BROWN, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | HUM Humana Inc. | Sell | 45.81estimated | $174.64 | $1,001 – $15,000 | 8221358 HUMANA INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8221358 BLACKSTONE GROUP INC/THE CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | LOW Lowe's Companies, Inc. | Sell | 28.72estimated | $278.59 | $1,001 – $15,000 | 8221358 LOWES COMPANIES INC CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — LICMN | Sell | — | — | $1,001 – $15,000 | 8221358 LICMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | TRV The Travelers Companies, Inc. | Buy | 26.19estimated | $305.43 | $1,001 – $15,000 | 8221358 THE TRAVELERS COMPANIES, INC CMN |
Feb 24, 2026 Member | Mar 9, 2026 | O Realty Income Corporation | Buy | 120.27estimated | $66.52 | $1,001 – $15,000 | 8221358 REALTY INCOME CORPORATION CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | UBER Uber Technologies, Inc. | Sell | 112.08estimated | $71.38 | $1,001 – $15,000 | 8221358 LUBER TECHNOLOGIES, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | KKR KKR & Co. Inc. | Sell | 83.58estimated | $95.72 | $1,001 – $15,000 | 8221358 KKR & CO. INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | TSLA Tesla, Inc. | Sell | 79.39estimated | $409.38 | $15,001 – $50,000 | 8221358 TESLA, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | INTU Intuit Inc. | Sell | 90.6estimated | $358.71 | $15,001 – $50,000 | 8221358 INTUIT INC CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — SRP GLOBAL INC, CMN | Sell | — | — | $15,001 – $50,000 | 8221358 SRP GLOBAL INC, CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | ADP Automatic Data Processing, Inc. | Sell | 62.27estimated | $205.68 | $15,001 – $50,000 | 8221358 STOCK ¡AUTOMATIC DATA PROCESSING INC |
Feb 24, 2026 Member | Mar 9, 2026 | — DALTON CENTRIC OR COMMON ALPHABET INC. OMN CLASS A | Sell | — | — | $15,001 – $50,000 | 8221358 DALTON CENTRIC OR COMMON ALPHABET INC. OMN CLASS A |
Feb 24, 2026 Dependent | Mar 9, 2026 | — QUALCOMM INC CMN | Sell | — | — | $15,001 – $50,000 | 8221358 QUALCOMM INC CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | DIS Walt Disney Company (The) | Buy | 306.46estimated | $106.05 | $15,001 – $50,000 | 8221358 WALT DISNEY COMPANY (THE CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | CRM Salesforce, Inc. | Sell | 175.28estimated | $185.42 | $15,001 – $50,000 | 8221358 SALESFORCE INC CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | KO Coca-Cola Company (The) | Buy | 929.14estimated | $80.72 | $50,001 – $100,000 | 8221358 COCA-COLA COMPANY (THE) CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — INTUITIVE SURGICAL, INC. OMN x | Buy | — | — | $1,001 – $15,000 | 8221358 INTUITIVE SURGICAL, INC. OMN x |
Feb 24, 2026 Dependent | Mar 9, 2026 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8221358 PHILIP MORRIS INTL INC CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — WALMART INC OMN | Buy | — | — | $1,001 – $15,000 | 8221358 WALMART INC OMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | AVGO Broadcom Inc. | Buy | 24.58estimated | $325.49 | $1,001 – $15,000 | 8221358 BROADCOM INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — THE HERSHEY COMPANY OMN | Buy | — | — | $1,001 – $15,000 | 8221358 THE HERSHEY COMPANY OMN |
Feb 24, 2026 Member | Mar 9, 2026 | AMAT Applied Materials, Inc. | Buy | 21.17estimated | $377.93 | $1,001 – $15,000 | 8221358 ¡APPLIED MATERIALS INC CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | MOH Molina Healthcare Inc | Buy | 53.94estimated | $148.31 | $1,001 – $15,000 | 8221358 MOLINA HEALTHCARE, INC CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | MS Morgan Stanley | Buy | 47.4estimated | $168.79 | $1,001 – $15,000 | 8221358 MORGAN STANLEY CMN * |
Feb 24, 2026 Dependent | Mar 9, 2026 | DOC Healthpeak Properties, Inc. | Buy | 463.8estimated | $17.25 | $1,001 – $15,000 | 8221358 HEALTHPEAK PROPERTIES, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8221358 CORNING INCORPORATED CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | IP International Paper Company | Buy | 181.75estimated | $44.02 | $1,001 – $15,000 | 8221358 INTERNATIONAL PAPER CO. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | IR Ingersoll Rand Inc. | Buy | 84.54estimated | $94.64 | $1,001 – $15,000 | 8221358 INGERSOLL RAND INC CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | RMD ResMed Inc. | Buy | 31.79estimated | $251.63 | $1,001 – $15,000 | 8221358 RESMED INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | MO Altria Group, Inc. | Buy | 115.53estimated | $69.25 | $1,001 – $15,000 | 8221358 ALTRIA GROUP, INC.N |
Feb 24, 2026 Dependent | Mar 9, 2026 | VICI VICI Properties Inc. | Buy | 264.22estimated | $30.28 | $1,001 – $15,000 | 8221358 (VICI PROPERTIES INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — CDW CORPORATION CMIN | Buy | — | — | $1,001 – $15,000 | 8221358 CDW CORPORATION CMIN |
Feb 24, 2026 Dependent | Mar 9, 2026 | AZO AutoZone, Inc. | Buy | 2.11estimated | $3,784 | $1,001 – $15,000 | 8221358 AUTOZONE, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | KR Kroger Company (The) | Buy | 114.69estimated | $69.76 | $1,001 – $15,000 | 8221358 KROGER COMPANY CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | EBAY eBay Inc. | Buy | 93.79estimated | $85.30 | $1,001 – $15,000 | 8221358 LEBAY INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — TRADE DESK, INC. (THE) CIVN | Buy | — | — | $1,001 – $15,000 | 8221358 TRADE DESK, INC. (THE) CIVN |
Feb 24, 2026 Dependent | Mar 9, 2026 | NVDA NVIDIA Corporation | Buy | 41.49estimated | $192.85 | $1,001 – $15,000 | 8221358 INVIDIA CORPORATION CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — MEM RESORTS INTERNATIONAL CMN | Buy | — | — | $1,001 – $15,000 | 8221358 MEM RESORTS INTERNATIONAL CMN |
Feb 24, 2026 Member | Mar 9, 2026 | BXP BXP, Inc. | Buy | 134.46estimated | $59.50 | $1,001 – $15,000 | 8221358 BXP INC COMMON STOCK |
Feb 24, 2026 Member | Mar 9, 2026 | — BOLLINS INC. REGOFF SCTASK0796638 | Buy | — | — | $1,001 – $15,000 | 8221358 BOLLINS INC. REGOFF SCTASK0796638 |
Feb 24, 2026 Member | Mar 9, 2026 | — CINCINNATI FINANCIAL CRP CMN | Buy | — | — | $1,001 – $15,000 | 8221358 CINCINNATI FINANCIAL CRP CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — SACOBS SOLUTIONS INC CRAN | Buy | — | — | $1,001 – $15,000 | 8221358 SACOBS SOLUTIONS INC CRAN |
Feb 24, 2026 Dependent | Mar 9, 2026 | BKNG Booking Holdings Inc. | Buy | 49.16estimated | $162.74 | $1,001 – $15,000 | 8221358 BOOKING HOLDINGS INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | FFIV F5, Inc. | Buy | 29.41estimated | $272.03 | $1,001 – $15,000 | 8221358 F5 INC CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | GDDY GoDaddy Inc. Class A | Buy | 86.68estimated | $92.30 | $1,001 – $15,000 | 8221358 GODADDY INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | PAYC Paycom Software, Inc. | Buy | 67.04estimated | $119.34 | $1,001 – $15,000 | 8221358 PAYCOM SOFTWARE, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | SNPS Synopsys, Inc. | Buy | 18.15estimated | $440.72 | $1,001 – $15,000 | 8221358 SYNOPSYS, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | PLTR Palantir Technologies Inc. Class A | Buy | 62.1estimated | $128.84 | $1,001 – $15,000 | 8221358 PALANTIR TECHNOLOGIES INC, CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | MCK McKesson Corporation | Buy | 8.36estimated | $957.36 | $1,001 – $15,000 | 8221358 MCKESSON CORPORATION CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | TMO Thermo Fisher Scientific Inc | Buy | 15.52estimated | $515.60 | $1,001 – $15,000 | 8221358 THERMO FISHER SCIENTIFIC INC CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | TYL Tyler Technologies, Inc. | Buy | 24.71estimated | $323.78 | $1,001 – $15,000 | 8221358 TYLER TECHNOLOGIES, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | STT State Street Corporation | Buy | 62.88estimated | $127.23 | $1,001 – $15,000 | 8221358 (CLASS A STATE STREET CORPORATION (NEW) |
Feb 24, 2026 Dependent | Mar 9, 2026 | COIN Coinbase Global, Inc. Class A | Buy | 49.38estimated | $162.03 | $1,001 – $15,000 | 8221358 COINBASE GLOBAL, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — I THE BANK OF NY MELLON CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221358 I THE BANK OF NY MELLON CORP CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | TMUS T-Mobile US, Inc. | Buy | 36.04estimated | $221.98 | $1,001 – $15,000 | 8221358 T-MOBILE US, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — INTI BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221358 INTI BUSINESS MACHINES CORP CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | AMP Ameriprise Financial, Inc. | Buy | 17.16estimated | $466.24 | $1,001 – $15,000 | 8221358 LAMERIPRISE FINANCIAL, INC. CMN |
Feb 24, 2026 Member | Mar 9, 2026 | — DIC BLACKROCK FUNDING, INC. CMN | Buy | — | — | $15,001 – $50,000 | 8221358 DIC BLACKROCK FUNDING, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | ELV Elevance Health, Inc. | Buy | 99.35estimated | $327.14 | $15,001 – $50,000 | 8221358 ELEVANCE HEALTH INC CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | MSFT Microsoft Corporation | Buy | 83.55estimated | $389.00 | $15,001 – $50,000 | 8221358 MICROSOFT CORPORATION CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — BASKET OF INDICES CANADIAN IMPERIAL BANK OF COMM | Buy | — | — | $50,001 – $100,000 | 8221358 BASKET OF INDICES CANADIAN IMPERIAL BANK OF COMM |
Feb 24, 2026 Dependent | Mar 9, 2026 | NDAQ Nasdaq, Inc. | Buy | 400.7estimated | $81.11 | $15,001 – $50,000 | 8221358 INASDAQ, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — AMIGEN INC. CMN | Buy | — | — | $15,001 – $50,000 | 8221358 AMIGEN INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | PAYX Paychex, Inc. | Buy | 367.32estimated | $88.48 | $15,001 – $50,000 | 8221358 PAYCHEX, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | AJG Arthur J. Gallagher & Co. | Buy | 150.48estimated | $215.98 | $15,001 – $50,000 | 8221358 ARTHUR J GALLAGHER & CO CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | T AT&T Inc. | Buy | 1,146.4estimated | $28.35 | $15,001 – $50,000 | 8221358 AT&T INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — STRYKER CORPORATION CUN | Buy | — | — | $15,001 – $50,000 | 8221358 STRYKER CORPORATION CUN |
Feb 24, 2026 Spouse | Mar 9, 2026 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 234estimated | $34.19 | $1,001 – $15,000 | 8221358 AXALTA COATING SYSTEMS LTD. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | ABT Abbott Laboratories | Buy | 283.65estimated | $114.58 | $15,001 – $50,000 | 8221358 ABBOTT LABORATORIES CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | NOW ServiceNow, Inc. | Buy | 317.11estimated | $102.49 | $15,001 – $50,000 | 8221358 SERVICENOW INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $50,001 – $100,000 | 8221358 BERKSHIRE HATHAWAY INC. CLASS B |
Feb 24, 2026 Spouse | Mar 9, 2026 | GENI Genius Sports Limited Ordinary Shares | Buy | 1,369.95estimated | $5.84 | $1,001 – $15,000 | 8221358 GENIUS SPORTS LTD CMN x |
Feb 24, 2026 Member | Mar 9, 2026 | — P [MONOLITHIC POWER SYSTEMS, INC. MAPLEBEAR INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221358 P [MONOLITHIC POWER SYSTEMS, INC. MAPLEBEAR INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | CART Maplebear Inc. | Buy | 220.46estimated | $36.29 | $1,001 – $15,000 | 8221358 MAPLEBEAR INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — LULULEMON ATHLETICA INC. MIN | Buy | — | — | $1,001 – $15,000 | 8221358 LULULEMON ATHLETICA INC. MIN |
Feb 24, 2026 Dependent | Mar 9, 2026 | EPAM EPAM Systems, Inc. | Sell | 62.11estimated | $128.82 | $1,001 – $15,000 | 8221358 EPAM SYSTEMS, INC. CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — CAPITAL ONE ENANCIAL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221358 CAPITAL ONE ENANCIAL CORP CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | — ULTA BEAUTY INC OMN | Sell | — | — | $1,001 – $15,000 | 8221358 ULTA BEAUTY INC OMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | PODD Insulet Corporation | Sell | 32.62estimated | $245.25 | $1,001 – $15,000 | 8221358 INSULET CORPORATION CMN |
Feb 24, 2026 Dependent | Mar 9, 2026 | BBY Best Buy Co., Inc. | Sell | 127.54estimated | $62.73 | $1,001 – $15,000 | 8221358 BEST BUY CO INC CMN |
Feb 23, 2026 Spouse | Mar 9, 2026 | — ADRCMN SIEMENS AKTIENGESELLSCHAFT | Sell | — | — | $1,001 – $15,000 | 8221358 ADRCMN SIEMENS AKTIENGESELLSCHAFT |
Feb 23, 2026 Member | Mar 9, 2026 | — P GRAPHIC PACKAGING HLDGCO CMN | Buy | — | — | $1,001 – $15,000 | 8221358 P GRAPHIC PACKAGING HLDGCO CMN |
Feb 23, 2026 Spouse | Mar 9, 2026 | CART Maplebear Inc. | Buy | 221.25estimated | $36.16 | $1,001 – $15,000 | 8221358 MAPLEBEAR INC. CMN |
Feb 23, 2026 Spouse | Mar 9, 2026 | CART Maplebear Inc. | Buy | 221.25estimated | $36.16 | $1,001 – $15,000 | 8221358 MAPLEBEAR INC. CMN * |
Feb 21, 2026 Dependent | Mar 9, 2026 | AMZN Amazon.com, Inc. | Sell | 154.68estimated | $210.11 | $15,001 – $50,000 | 8221358 AMAZON.COM INC CMN |
Feb 20, 2026 Dependent | Mar 9, 2026 | — LINKED TO BASKET OF INDICES ..x | Buy | — | — | $50,001 – $100,000 | 8221358 LINKED TO BASKET OF INDICES ..x |
Feb 20, 2026 Spouse | Mar 9, 2026 | CART Maplebear Inc. | Buy | 220.7estimated | $36.25 | $1,001 – $15,000 | 8221358 MAPLEBEAR INC. CMN |
Feb 19, 2026 Dependent | Mar 9, 2026 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8221358 CATERPILLAR INC (DELAWARE) CMN |
Feb 19, 2026 Dependent | Mar 9, 2026 | CEG Constellation Energy Corporation Common Stock | Buy | 27.43estimated | $291.66 | $1,001 – $15,000 | 8221358 CONSTELLATION ENERGY CORP CMN |
Feb 19, 2026 Spouse | Mar 9, 2026 | CART Maplebear Inc. | Buy | 224.95estimated | $35.57 | $1,001 – $15,000 | 8221358 MAPLEBEAR INC. CMN x |
Feb 19, 2026 Dependent | Mar 9, 2026 | — BASKET OF INDICES BARCLAYS BANK PLC LINKED TO | Buy | — | — | $100,001 – $250,000 | 8221358 BASKET OF INDICES BARCLAYS BANK PLC LINKED TO |
Feb 18, 2026 Dependent | Mar 9, 2026 | — NETFIXING | Sell | — | — | $1,001 – $15,000 | 8221358 NETFIXING |
Feb 18, 2026 Dependent | Mar 9, 2026 | — LABOT AMORATORIES | Sell | — | — | $1,001 – $15,000 | 8221358 LABOT AMORATORIES |
Feb 18, 2026 Dependent | Mar 9, 2026 | — DANAHER CORPORATION COM | Sell | — | — | $1,001 – $15,000 | 8221358 DANAHER CORPORATION COM |
Feb 18, 2026 Dependent | Mar 9, 2026 | — FT CONSULTING INC | Sell | — | — | $1,001 – $15,000 | 8221358 FT CONSULTING INC |
Feb 18, 2026 Dependent | Mar 9, 2026 | ISRG Intuitive Surgical, Inc. | Sell | 15.98estimated | $500.76 | $1,001 – $15,000 | 8221358 INTUITIVE SURGICAL INC |
Feb 18, 2026 Dependent | Mar 9, 2026 | — INETFLIXINC | Sell | — | — | $1,001 – $15,000 | 8221358 INETFLIXINC |
Feb 18, 2026 Spouse | Mar 9, 2026 | ABT Abbott Laboratories | Sell | 70.62estimated | $113.29 | $1,001 – $15,000 | 8221358 ABBOTT LABORATORIES |
Feb 18, 2026 Spouse | Mar 9, 2026 | — INETFLIXINC | Sell | — | — | $1,001 – $15,000 | 8221358 INETFLIXINC |
Feb 18, 2026 Dependent | Mar 9, 2026 | — S&P 500 INDEX | Buy | — | — | $15,001 – $50,000 | 8221358 S&P 500 INDEX |
Feb 18, 2026 Spouse | Mar 9, 2026 | GENI Genius Sports Limited Ordinary Shares | Buy | 1,273.97estimated | $6.28 | $1,001 – $15,000 | 8221358 GENIUS SPORTS LTD CMN |
Feb 18, 2026 Spouse | Mar 9, 2026 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8221358 CLASSA |
Feb 18, 2026 Spouse | Mar 9, 2026 | CART Maplebear Inc. | Buy | 220.34estimated | $36.31 | $1,001 – $15,000 | 8221358 MAPLEBEAR INC. CMN |
Feb 17, 2026 Member | Mar 9, 2026 | OMC Omnicom Group Inc. | Sell | 117.69estimated | $67.98 | $1,001 – $15,000 | 8221358 OMNICOM GROUP CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — MSCT INC. CMN | Sell | — | — | $1,001 – $15,000 | 8221358 MSCT INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — IN CMN | Sell | — | — | $1,001 – $15,000 | 8221358 IN CMN |
Feb 17, 2026 Member | Mar 9, 2026 | — L SP W.R. BERKLEY CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8221358 L SP W.R. BERKLEY CORPORATION CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — ROLLINS INC. REGOFF SCTA5K0796638 | Buy | — | — | $1,001 – $15,000 | 8221358 ROLLINS INC. REGOFF SCTA5K0796638 |
Feb 17, 2026 Spouse | Mar 9, 2026 | FDS FactSet Research Systems Inc. | Buy | 42.09estimated | $190.06 | $1,001 – $15,000 | 8221358 FACTSET RESEARCH SYSTEMS INC CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | EFX Equifax, Inc. | Sell | 41.52estimated | $192.70 | $1,001 – $15,000 | 8221358 EQUIFAX INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | BRO Brown & Brown, Inc. | Sell | 116.24estimated | $68.83 | $1,001 – $15,000 | 8221358 BROWN & BROWN, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | HUM Humana Inc. | Sell | 43.25estimated | $184.99 | $1,001 – $15,000 | 8221358 HUMANA INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | SNPS Synopsys, Inc. | Sell | 18.96estimated | $421.95 | $1,001 – $15,000 | 8221358 SYNOPSYS, INC. CMN |
Feb 17, 2026 Member | Mar 9, 2026 | — P CARE GROUP, INC. CMN | Sell | — | — | $1,001 – $15,000 | 8221358 P CARE GROUP, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | PYPL PayPal Holdings, Inc. | Sell | 196.04estimated | $40.81 | $1,001 – $15,000 | 8221358 PAYPAL HOLDINGS, INC. CMN |
Feb 17, 2026 Member | Mar 9, 2026 | — P BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8221358 P BLACKSTONE GROUP INC/THE CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | KO Coca-Cola Company (The) | Sell | 100.56estimated | $79.56 | $1,001 – $15,000 | 8221358 COCA-COLA COMPANY (THE) CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | ADSK Autodesk, Inc. | Sell | 35.51estimated | $225.32 | $1,001 – $15,000 | 8221358 AUTODESK, INC. CMN x |
Feb 17, 2026 Spouse | Mar 9, 2026 | DIS Walt Disney Company (The) | Buy | 75.88estimated | $105.44 | $1,001 – $15,000 | 8221358 WALT DISNEY COMPANY (THE) CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — ARTHURJ GALLAGHER & CO CMN | Sell | — | — | $1,001 – $15,000 | 8221358 ARTHURJ GALLAGHER & CO CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | VRSK Verisk Analytics, Inc. | Sell | 45.12estimated | $177.30 | $1,001 – $15,000 | 8221358 VERISK ANALYTICS, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — TING GROEP N.V. SPONS ADR İKKR & CO, INC. CMN | Sell | — | — | $1,001 – $15,000 | 8221358 TING GROEP N.V. SPONS ADR İKKR & CO, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | ISRG Intuitive Surgical, Inc. | Sell | 16.22estimated | $493.35 | $1,001 – $15,000 | 8221358 INTUITIVE SURGICAL, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — MCA HEALTHCARE, INC CMN | Sell | — | — | $15,001 – $50,000 | 8221358 MCA HEALTHCARE, INC CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | AMZN Amazon.com, Inc. | Sell | 161.57estimated | $201.15 | $15,001 – $50,000 | 8221358 IAMAZON.COM INC CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | BKNG Booking Holdings Inc. | Sell | 196.25estimated | $165.61 | $15,001 – $50,000 | 8221358 BOOKING HOLDINGS INC. CMN x |
Feb 17, 2026 Member | Mar 9, 2026 | CRM Salesforce, Inc. | Sell | 176.36estimated | $184.29 | $15,001 – $50,000 | 8221358 P _SALESFORCE INC CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — ABBOTT LABOHATORES CMN | Sell | — | — | $15,001 – $50,000 | 8221358 ABBOTT LABOHATORES CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | DXCM DexCom, Inc. | Buy | 113.6estimated | $70.43 | $1,001 – $15,000 | 8221358 DEXCOM, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | IP International Paper Company | Buy | 163.11estimated | $49.05 | $1,001 – $15,000 | 8221358 INTERNATIONAL PAPER CO. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | YUM Yum! Brands, Inc. | Buy | 49.63estimated | $161.19 | $1,001 – $15,000 | 8221358 YUM BRANDS, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — TRIMBLE ING CMN | Buy | — | — | $1,001 – $15,000 | 8221358 TRIMBLE ING CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — BAXTER INTERNATIONALINC CMN x | Buy | — | — | $1,001 – $15,000 | 8221358 BAXTER INTERNATIONALINC CMN x |
Feb 17, 2026 Spouse | Mar 9, 2026 | COIN Coinbase Global, Inc. Class A | Buy | 48.19estimated | $166.02 | $1,001 – $15,000 | 8221358 COINBASE GLOBAL INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | PODD Insulet Corporation | Buy | 32.48estimated | $246.34 | $1,001 – $15,000 | 8221358 INSULET CORPORATION CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — DOMINO'S PIZZA, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221358 DOMINO'S PIZZA, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8221358 EQUINIX, INC. REIT |
Feb 17, 2026 Spouse | Mar 9, 2026 | DASH DoorDash, Inc. Class A | Buy | 49.28estimated | $162.34 | $1,001 – $15,000 | 8221358 DOORDASH INC CMN |
Feb 17, 2026 Member | Mar 9, 2026 | — P CLASSA | Buy | — | — | $1,001 – $15,000 | 8221358 P CLASSA |
Feb 17, 2026 Spouse | Mar 9, 2026 | PAYC Paycom Software, Inc. | Buy | 65.41estimated | $122.32 | $1,001 – $15,000 | 8221358 PAYCOM SOFTWARE, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | GDDY GoDaddy Inc. Class A | Buy | 87.72estimated | $91.20 | $1,001 – $15,000 | 8221358 GODADDY INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | AMCR Amcor plc Ordinary Shares | Buy | 161.43estimated | $49.56 | $1,001 – $15,000 | 8221358 AMCOR PLC CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — CORP CLASSA | Buy | — | — | $1,001 – $15,000 | 8221358 CORP CLASSA |
Feb 17, 2026 Spouse | Mar 9, 2026 | SBUX Starbucks Corporation | Buy | 83.87estimated | $95.39 | $1,001 – $15,000 | 8221358 STARBUCKS CORP. CMN |
Feb 17, 2026 Member | Mar 9, 2026 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 82.35estimated | $97.15 | $1,001 – $15,000 | 8221358 ZIMMER BIOMET HOLDINGS INC |
Feb 17, 2026 Spouse | Mar 9, 2026 | — MARSH ORD CMN | Buy | — | — | $1,001 – $15,000 | 8221358 MARSH ORD CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | HD Home Depot, Inc. (The) | Buy | 20.89estimated | $383.04 | $1,001 – $15,000 | 8221358 THE HOME DEPOT, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | NFLX Netflix, Inc. | Buy | 103.9estimated | $77.00 | $1,001 – $15,000 | 8221358 NETFLIX, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | FTNT Fortinet, Inc. | Buy | 97.94estimated | $81.69 | $1,001 – $15,000 | 8221358 FORTINET, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | NKE Nike, Inc. | Buy | 123.43estimated | $64.82 | $1,001 – $15,000 | 8221358 NIKE CLASS-B CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | ABNB Airbnb, Inc. Class A | Buy | 64.4estimated | $124.23 | $1,001 – $15,000 | 8221358 AIRBNB, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | T AT&T Inc. | Buy | 278.96estimated | $28.68 | $1,001 – $15,000 | 8221358 AT&T INC CMN |
Feb 17, 2026 Member | Mar 9, 2026 | ELV Elevance Health, Inc. | Buy | 23.2estimated | $344.78 | $1,001 – $15,000 | 8221358 P ELEVANCE HEALTH INC CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | CI The Cigna Group | Buy | 27.52estimated | $290.71 | $1,001 – $15,000 | 8221358 CIGNA GROUP/THE CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | FICO Fair Isaac Corporation | Buy | 5.92estimated | $1,352 | $1,001 – $15,000 | 8221358 FAIR ISAAC INC CMN |
Feb 17, 2026 Member | Mar 9, 2026 | TMUS T-Mobile US, Inc. | Buy | 147.99estimated | $219.61 | $15,001 – $50,000 | 8221358 IT-MOBILE US, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — FISERY, INC. CMN | Buy | — | — | $15,001 – $50,000 | 8221358 FISERY, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — SONY GROUP CORPORATION ADOBE INC CMN | Buy | — | — | $15,001 – $50,000 | 8221358 SONY GROUP CORPORATION ADOBE INC CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | — THE PROGRESSIVE CORPORATION CMN | Buy | — | — | $15,001 – $50,000 | 8221358 THE PROGRESSIVE CORPORATION CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | PAYX Paychex, Inc. | Buy | 348.46estimated | $93.27 | $15,001 – $50,000 | 8221358 PAYCHEX, INC. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | ZBH Zimmer Biomet Holdings, Inc. | Sell | 82.35estimated | $97.15 | $1,001 – $15,000 | 8221358 ZIMMER BIOMET HOLDINGS INC |
Feb 17, 2026 Member | Mar 9, 2026 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 228.91estimated | $34.95 | $1,001 – $15,000 | 8221358 P AXALTA COATING SYSTEMS LTD. CMN |
Feb 17, 2026 Dependent | Mar 9, 2026 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 228.91estimated | $34.95 | $1,001 – $15,000 | 8221358 AXALTA COATING SYSTEMS LTD. CMN |
Feb 17, 2026 Spouse | Mar 9, 2026 | GENI Genius Sports Limited Ordinary Shares | Buy | 1,381.78estimated | $5.79 | $1,001 – $15,000 | 8221358 GENIUS SPORTS LTD CMN K |
Feb 17, 2026 Member | Mar 9, 2026 | CART Maplebear Inc. | Buy | 217.88estimated | $36.72 | $1,001 – $15,000 | 8221358 MAPLEBEAR INC. CMN |
Feb 13, 2026 Spouse | Mar 9, 2026 | — ENEL SOCIETA PER AZIONI ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221358 ENEL SOCIETA PER AZIONI ADR CMN |
Feb 13, 2026 Spouse | Mar 9, 2026 | — SPONSORED ADR CMN | Sell | — | — | $1,001 – $15,000 | 8221358 SPONSORED ADR CMN |
Feb 13, 2026 Spouse | Mar 9, 2026 | — VINCI SA ADR CMN | Sell | — | — | $1,001 – $15,000 | 8221358 VINCI SA ADR CMN |
Feb 13, 2026 Spouse | Mar 9, 2026 | — LTD ADS 1ADS EQUALS SORDS | Sell | — | — | $1,001 – $15,000 | 8221358 LTD ADS 1ADS EQUALS SORDS |
Feb 13, 2026 Spouse | Mar 9, 2026 | — RELX PLCSPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221358 RELX PLCSPONSORED ADR CMN |
Feb 13, 2026 Spouse | Mar 9, 2026 | — NOVO-NORDISK A/S ADR ADR CMN _X | Buy | — | — | $1,001 – $15,000 | 8221358 NOVO-NORDISK A/S ADR ADR CMN _X |
Feb 13, 2026 Spouse | Mar 9, 2026 | — SPONSORED ADR CMN | Buy | — | — | $15,001 – $50,000 | 8221358 SPONSORED ADR CMN |
Feb 13, 2026 Member | Mar 9, 2026 | — SPONSORED ADA CMN | Buy | — | — | $15,001 – $50,000 | 8221358 SPONSORED ADA CMN |
Feb 13, 2026 Dependent | Mar 9, 2026 | CART Maplebear Inc. | Buy | 220.4estimated | $36.30 | $1,001 – $15,000 | 8221358 MAPLEBEAR INC. CMN |
Feb 12, 2026 Member | Mar 9, 2026 | — P LAXALTA COATING SYSTEMS LTD. CMN | Buy | — | — | $1,001 – $15,000 | 8221358 P LAXALTA COATING SYSTEMS LTD. CMN |
Feb 12, 2026 Member | Mar 9, 2026 | — CIASSA | Buy | — | — | $1,001 – $15,000 | 8221358 CIASSA |
Feb 11, 2026 Dependent | Mar 9, 2026 | — NASDAQ INC. EMN | Receive | — | — | $1,001 – $15,000 | 8221358 NASDAQ INC. EMN |
Feb 9, 2026 Spouse | Mar 9, 2026 | — GRAPHIC PACKAGING HLDGCO CMN | Buy | — | — | $1,001 – $15,000 | 8221358 GRAPHIC PACKAGING HLDGCO CMN |
Feb 9, 2026 Dependent | Mar 9, 2026 | — GRAPHIC PACKAGING HIDGCO CMN | Buy | — | — | $1,001 – $15,000 | 8221358 GRAPHIC PACKAGING HIDGCO CMN |
Feb 9, 2026 Spouse | Mar 9, 2026 | IT Gartner, Inc. | Buy | 50.08estimated | $159.75 | $1,001 – $15,000 | 8221358 GARTNER, INC. CMN |
Feb 6, 2026 Dependent | Mar 9, 2026 | ROK Rockwell Automation, Inc. | Buy | 19.28estimated | $415.02 | $1,001 – $15,000 | 8221358 ROCKWELL AUTOMATION INC CMN |
Feb 6, 2026 Dependent | Mar 9, 2026 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 21.4estimated | $373.82 | $1,001 – $15,000 | 8221358 LEATON CORP PLC CMN |
Feb 6, 2026 Member | Mar 9, 2026 | URI United Rentals, Inc. | Buy | 36.13estimated | $899.55 | $15,001 – $50,000 | 8221358 UNITED RENTALS, INC. CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | BIIB Biogen Inc. | Sell | 39.77estimated | $201.18 | $1,001 – $15,000 | 8221358 BIOGEN INC. CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | — SOUTHWEST AIRUNES CO CMI... -x | Sell | — | — | $1,001 – $15,000 | 8221358 SOUTHWEST AIRUNES CO CMI... -x |
Feb 6, 2026 Spouse | Mar 9, 2026 | — DOORDASH ING CMN | Sell | — | — | $1,001 – $15,000 | 8221358 DOORDASH ING CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | — VERISIGN, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221358 VERISIGN, INC. CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | LIN Linde plc Ordinary Shares | Sell | 17.85estimated | $448.24 | $1,001 – $15,000 | 8221358 LINDE PLC CMN |
Feb 6, 2026 Member | Mar 9, 2026 | — S&P GLOBAL INC. OMN | Sell | — | — | $1,001 – $15,000 | 8221358 S&P GLOBAL INC. OMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | — JACK HENRY & ASSOC INC CMN | Sell | — | — | $1,001 – $15,000 | 8221358 JACK HENRY & ASSOC INC CMN |
Feb 6, 2026 Member | Mar 9, 2026 | AEE Ameren Corporation | Sell | 76.13estimated | $105.09 | $1,001 – $15,000 | 8221358 AMEREN CORPORATION CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | — BLACKROCK FUNDING, INC. CMN | Sell | — | — | $1,001 – $15,000 | 8221358 BLACKROCK FUNDING, INC. CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | BKNG Booking Holdings Inc. | Sell | 44.87estimated | $178.29 | $1,001 – $15,000 | 8221358 BOOKING HOLDINGS INC. CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | — VISA INC. OMN CLASS A | Sell | — | — | $1,001 – $15,000 | 8221358 VISA INC. OMN CLASS A |
Feb 6, 2026 Member | Mar 9, 2026 | AJG Arthur J. Gallagher & Co. | Buy | 134.53estimated | $241.58 | $15,001 – $50,000 | 8221358 P. (ARTHUR J GALLAGHER & CO CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | — CLASSA x | Sell | — | — | $15,001 – $50,000 | 8221358 CLASSA x |
Feb 6, 2026 Spouse | Mar 9, 2026 | TENB Tenable Holdings, Inc. | Buy | 376.85estimated | $21.23 | $1,001 – $15,000 | 8221358 TENABLE HOLDINGS, INC CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | COIN Coinbase Global, Inc. Class A | Buy | 48.45estimated | $165.12 | $1,001 – $15,000 | 8221358 COINBASE GLOBAL INC. CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | APD Air Products and Chemicals, Inc. | Buy | 28.26estimated | $283.12 | $1,001 – $15,000 | 8221358 AIR PRODUCTS & CHEMICALS INC CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | SBUX Starbucks Corporation | Buy | 80.45estimated | $99.45 | $1,001 – $15,000 | 8221358 STARBUCKS CORP. CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | LULU lululemon athletica inc. | Buy | 46.29estimated | $172.85 | $1,001 – $15,000 | 8221358 LULULEMON ATHLETICA INC. CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | — GARTNER, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8221358 GARTNER, ING. CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8221358 BLACKSTONE GROUP INC/THE CMN |
Feb 6, 2026 Spouse | Mar 9, 2026 | IT Gartner, Inc. | Buy | 51.18estimated | $156.33 | $1,001 – $15,000 | 8221358 GARTNER, INC. CMN |
Feb 6, 2026 Member | Mar 9, 2026 | — P GENJUS SPORTS LTD CMN | Buy | — | — | $1,001 – $15,000 | 8221358 P GENJUS SPORTS LTD CMN |
Feb 6, 2026 Dependent | Mar 9, 2026 | IT Gartner, Inc. | Buy | 51.18estimated | $156.33 | $1,001 – $15,000 | 8221358 GARTNER, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | MOH Molina Healthcare Inc | Sell | 45.24estimated | $176.84 | $1,001 – $15,000 | 8221358 MOLINA HEALTHCARE, INC. CMN x |
Feb 5, 2026 Spouse | Mar 9, 2026 | — BXP INC COMMON STOCK GE HFALTHCARE TECHNOLOGIES INC | Sell | — | — | $1,001 – $15,000 | 8221358 BXP INC COMMON STOCK GE HFALTHCARE TECHNOLOGIES INC |
Feb 5, 2026 Spouse | Mar 9, 2026 | VST Vistra Corp. | Sell | 49.21estimated | $143.07 | $1,001 – $15,000 | 8221358 VISTRA CORP CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | WST West Pharmaceutical Services, Inc. | Buy | 34.54estimated | $231.62 | $1,001 – $15,000 | 8221358 WEST PHARMACEUTICAL SERVICES INC |
Feb 5, 2026 Spouse | Mar 9, 2026 | — ARES MANAGEMENT COFPORATION DEXCOM, INC. CMN | Sell | — | — | $1,001 – $15,000 | 8221358 ARES MANAGEMENT COFPORATION DEXCOM, INC. CMN |
Feb 5, 2026 Member | Mar 9, 2026 | FCX Freeport-McMoRan, Inc. | Buy | 135.1estimated | $59.22 | $1,001 – $15,000 | 8221358 P FREEPORT-MCMORAN INC CMN |
Feb 5, 2026 Member | Mar 9, 2026 | GRMN Garmin Ltd. Common Stock (Switzerland) | Receive | 40.27estimated | $198.69 | $1,001 – $15,000 | 8221358 P GARMIN LTD CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | LLY Eli Lilly and Company | Sell | 7.84estimated | $1,021 | $1,001 – $15,000 | 8221358 EL LILLY & CO CMN |
Feb 5, 2026 Member | Mar 9, 2026 | WDC Western Digital Corporation | Buy | 30.75estimated | $260.19 | $1,001 – $15,000 | 8221358 P WESTERN DIGITAL CORPORATION CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | XYZ Block, Inc. Class A Common Stock, | Sell | 149.25estimated | $53.38 | $1,001 – $15,000 | 8221358 BLOCK, INC. CMN |
Feb 5, 2026 Member | Mar 9, 2026 | RVTY Revvity, Inc. | Sell | 80.39estimated | $99.52 | $1,001 – $15,000 | 8221358 P REVVITY INC. CMN |
Feb 5, 2026 Member | Mar 9, 2026 | — P ICMN | Sell | — | — | $1,001 – $15,000 | 8221358 P ICMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | FDS FactSet Research Systems Inc. | Buy | 38.25estimated | $209.18 | $1,001 – $15,000 | 8221358 FACTSET RESEARCH SYSTEMS INC CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | GM General Motors Company | Buy | 96.04estimated | $83.30 | $1,001 – $15,000 | 8221358 GENERAL MOTORS COMPANY CMN x |
Feb 5, 2026 Spouse | Mar 9, 2026 | ROP Roper Technologies, Inc. | Sell | 22.79estimated | $351.00 | $1,001 – $15,000 | 8221358 ROPER TECHNOLOGIES INC CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | — THE BANK OF NY MELLON CORP CMN | Buy | — | — | $15,001 – $50,000 | 8221358 THE BANK OF NY MELLON CORP CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | PANW Palo Alto Networks, Inc. | Sell | 209.99estimated | $154.77 | $15,001 – $50,000 | 8221358 PALO ALTO NETWORKS INC CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | COF Capital One Financial Corporation | Buy | 149.82estimated | $216.93 | $15,001 – $50,000 | 8221358 CAPITAL ONE FINANCIAL CORP CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | AVGO Broadcom Inc. | Sell | 104.67estimated | $310.51 | $15,001 – $50,000 | 8221358 BROADCOM INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $15,001 – $50,000 | 8221358 INTL BUSINESS MACHINES CORP CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | LULU lululemon athletica inc. | Buy | 47.04estimated | $170.09 | $1,001 – $15,000 | 8221358 LULULEMON ATHLETICA INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | AMD Advanced Micro Devices, Inc. | Buy | 41.56estimated | $192.50 | $1,001 – $15,000 | 8221358 ADVANCED MICRO DEVICES, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | COIN Coinbase Global, Inc. Class A | Buy | 54.75estimated | $146.12 | $1,001 – $15,000 | 8221358 COINBASE GLOBAL, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | CEG Constellation Energy Corporation Common Stock | Buy | 32.38estimated | $247.06 | $1,001 – $15,000 | 8221358 CONSTELLATION ENERGY CORP CMN |
Feb 5, 2026 Member | Mar 9, 2026 | — LOWES COMPANIES INCEMN | Buy | — | — | $1,001 – $15,000 | 8221358 LOWES COMPANIES INCEMN |
Feb 5, 2026 Member | Mar 9, 2026 | TTD The Trade Desk, Inc. Class A | Buy | 304.9estimated | $26.24 | $1,001 – $15,000 | 8221358 TRADE DESK, INC (THE) CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | — ONITY ELECTRONICS, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8221358 ONITY ELECTRONICS, INC. OMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | JNJ Johnson & Johnson | Buy | 33.65estimated | $237.79 | $1,001 – $15,000 | 8221358 JOHNSON & JOHNSON CMN |
Feb 5, 2026 Member | Mar 9, 2026 | — P ICMN | Buy | — | — | $1,001 – $15,000 | 8221358 P ICMN |
Feb 5, 2026 Member | Mar 9, 2026 | HOOD Robinhood Markets, Inc. Class A | Buy | 110.08estimated | $72.68 | $1,001 – $15,000 | 8221358 P ROBINHOOD MARKETS, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | SMCI Super Micro Computer, Inc. | Buy | 259.34estimated | $30.85 | $1,001 – $15,000 | 8221358 SUPER MICRO COMPUTER, INC. CMN |
Feb 5, 2026 Member | Mar 9, 2026 | SYF Synchrony Financial | Buy | 108.13estimated | $73.99 | $1,001 – $15,000 | 8221358 PSYNCHRONY FINANCIAL CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | SWK Stanley Black & Decker, Inc. | Buy | 93.5estimated | $85.57 | $1,001 – $15,000 | 8221358 STANLEY BLACK & DECKER, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | ALB Albemarle Corporation | Buy | 51.13estimated | $156.48 | $1,001 – $15,000 | 8221358 ALBEMARLE CORP CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | KEYS Keysight Technologies Inc. | Buy | 36.12estimated | $221.52 | $1,001 – $15,000 | 8221358 KEYSIGHT TECHNOLOGIES, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | EXPE Expedia Group, Inc. | Buy | 34.59estimated | $231.30 | $1,001 – $15,000 | 8221358 EXPEDIA GROUP INC CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | ACI Albertsons Companies, Inc. Class A | Buy | 449.72estimated | $17.79 | $1,001 – $15,000 | 8221358 ALBERTSONS COMPANIES, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | — (EQUINIX, INC. REIT ALBERTSONS COMPANIES, INC. CMN x | Buy | — | — | $1,001 – $15,000 | 8221358 (EQUINIX, INC. REIT ALBERTSONS COMPANIES, INC. CMN x |
Feb 5, 2026 Spouse | Mar 9, 2026 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8221358 EQUINIX, INC. REIT |
Feb 5, 2026 Spouse | Mar 9, 2026 | — UNDE PLE OMN | Buy | — | — | $1,001 – $15,000 | 8221358 UNDE PLE OMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | TER Teradyne, Inc. | Buy | 29.51estimated | $271.13 | $1,001 – $15,000 | 8221358 ITERADYNE INC CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | PLD Prologis, Inc. | Buy | 58.77estimated | $136.14 | $1,001 – $15,000 | 8221358 PROLOGIS INC CMN |
Feb 5, 2026 Member | Mar 9, 2026 | — DECKERS OUTDOORS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221358 DECKERS OUTDOORS CORP CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | SBUX Starbucks Corporation | Buy | 83.28estimated | $96.07 | $1,001 – $15,000 | 8221358 STARBUCKS CORP. CMN * |
Feb 5, 2026 Spouse | Mar 9, 2026 | — HAPLOIN CORPORATTON CMN | Buy | — | — | $1,001 – $15,000 | 8221358 HAPLOIN CORPORATTON CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | MU Micron Technology, Inc. | Buy | 20.9estimated | $382.89 | $1,001 – $15,000 | 8221358 (MICRON TECHNOLOGY, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | PLTR Palantir Technologies Inc. Class A | Buy | 61.54estimated | $130.01 | $1,001 – $15,000 | 8221358 PALANTIR TECHNOLOGIES INC CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | APTV Aptiv PLC Ordinary Shares | Buy | 115.84estimated | $69.07 | $1,001 – $15,000 | 8221358 APTIV PLC CMN |
Feb 5, 2026 Member | Mar 9, 2026 | BAC Bank of America Corporation | Buy | 145.62estimated | $54.94 | $1,001 – $15,000 | 8221358 BANK OF AMERICA CORP CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | ADI Analog Devices, Inc. | Buy | 24.84estimated | $322.12 | $1,001 – $15,000 | 8221358 ANALOG DEVICES, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | CPAY Corpay, Inc. | Buy | 23.88estimated | $335.00 | $1,001 – $15,000 | 8221358 CORPAY INC CMN |
Feb 5, 2026 Member | Mar 9, 2026 | DDOG Datadog, Inc. Class A | Buy | 74.96estimated | $106.73 | $1,001 – $15,000 | 8221358 P DATADOG, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | GENI Genius Sports Limited Ordinary Shares | Buy | 1,292.49estimated | $6.19 | $1,001 – $15,000 | 8221358 GENIUS SPORTS LTD CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | ADSK Autodesk, Inc. | Buy | 33.61estimated | $238.06 | $1,001 – $15,000 | 8221358 AUTODESK, INC CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | KLAC KLA Corporation | Buy | 60.11estimated | $133.10 | $1,001 – $15,000 | 8221358 IKLA CORP CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 84.85estimated | $94.29 | $1,001 – $15,000 | 8221358 CROWDSTRIKE HOLDINGS, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8221358 QUALCOMM INC CMN |
Feb 5, 2026 Member | Mar 9, 2026 | SPGI S&P Global Inc. | Buy | 73.33estimated | $443.19 | $15,001 – $50,000 | 8221358 P S&P GLOBAL INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $15,001 – $50,000 | 8221358 BLACKSTONE GROUP INC/THE CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | LRCX Lam Research Corporation | Buy | 152.36estimated | $213.31 | $15,001 – $50,000 | 8221358 LAM RESEARCH CORPORATION CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | ISRG Intuitive Surgical, Inc. | Buy | 68.23estimated | $476.32 | $15,001 – $50,000 | 8221358 INTUITIVE SURGICAL, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | — ABSVIE INC. CMN | Buy | — | — | $15,001 – $50,000 | 8221358 ABSVIE INC. CMN |
Feb 5, 2026 Member | Mar 9, 2026 | — VISA ING. CMIN CLASS A | Buy | — | — | $15,001 – $50,000 | 8221358 VISA ING. CMIN CLASS A |
Feb 5, 2026 Spouse | Mar 9, 2026 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $15,001 – $50,000 | 8221358 BERKSHIRE HATHAWAY INC. CLASS B |
Feb 5, 2026 Spouse | Mar 9, 2026 | — BOFA FINANCE LLC LINKED TO 5&P 500 BLACKROCK FUNDING, INC. CMN | Buy | — | — | $15,001 – $50,000 | 8221358 BOFA FINANCE LLC LINKED TO 5&P 500 BLACKROCK FUNDING, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | BKNG Booking Holdings Inc. | Buy | 182.86estimated | $177.74 | $15,001 – $50,000 | 8221358 BOOKING HOLDINGS INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | TMO Thermo Fisher Scientific Inc | Buy | 59.92estimated | $542.36 | $15,001 – $50,000 | 8221358 THERMO FISHER SCIENTIFIC INC CMN |
Feb 5, 2026 Member | Mar 9, 2026 | AAPL Apple Inc. | Buy | 117.79estimated | $275.91 | $15,001 – $50,000 | 8221358 P APPLE INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | — CLASSA | Buy | — | — | $15,001 – $50,000 | 8221358 CLASSA |
Feb 5, 2026 Dependent | Mar 9, 2026 | TENB Tenable Holdings, Inc. | Buy | 404.88estimated | $19.76 | $1,001 – $15,000 | 8221358 TENABLE HOLDINGS, INC CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | HD Home Depot, Inc. (The) | Buy | 85estimated | $382.37 | $15,001 – $50,000 | 8221358 THE HOME DEPOT, INC. CMN |
Feb 5, 2026 Spouse | Mar 9, 2026 | MSFT Microsoft Corporation | Buy | 190.52estimated | $393.67 | $50,001 – $100,000 | 8221358 MICROSOFT CORPORATION CMN |
Feb 4, 2026 Spouse | Mar 9, 2026 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 233.45estimated | $34.27 | $1,001 – $15,000 | 8221358 AXALTA COATING SYSTEMS LTD. CMN |
Feb 4, 2026 Spouse | Mar 9, 2026 | — NOR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221358 NOR VOYIX CORP CMN |
Feb 4, 2026 Dependent | Mar 9, 2026 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 233.45estimated | $34.27 | $1,001 – $15,000 | 8221358 AXALTA COATING SYSTEMS LTD. CMN |
Feb 4, 2026 Spouse | Mar 9, 2026 | — AMRIZE AG CMN | Buy | — | — | $1,001 – $15,000 | 8221358 AMRIZE AG CMN |
Feb 3, 2026 Spouse | Mar 9, 2026 | — AKALTA COATING SYSTEMS LTD. CMN | Buy | — | — | $1,001 – $15,000 | 8221358 AKALTA COATING SYSTEMS LTD. CMN |
Feb 3, 2026 Dependent | Mar 9, 2026 | — BASKET OF INDICES ROYAL BANK OF CANADA LINKED TO | Buy | — | — | $100,001 – $250,000 | 8221358 BASKET OF INDICES ROYAL BANK OF CANADA LINKED TO |
Feb 3, 2026 Spouse | Mar 9, 2026 | FDS FactSet Research Systems Inc. | Buy | 35.94estimated | $222.62 | $1,001 – $15,000 | 8221358 FACTSET RESEARCH SYSTEMS INC CMN |
Feb 3, 2026 Spouse | Mar 9, 2026 | — GRAPHIC PACKAGING HLOGCO CMN | Buy | — | — | $1,001 – $15,000 | 8221358 GRAPHIC PACKAGING HLOGCO CMN |
Feb 3, 2026 Spouse | Mar 9, 2026 | PINS Pinterest, Inc. Class A | Buy | 385.2estimated | $20.77 | $1,001 – $15,000 | 8221358 PINTEREST INC CMN |
Feb 3, 2026 Spouse | Feb 6, 2026 | DASH DoorDash, Inc. Class A | Buy | 39.61estimated | $202.00 | $1,001 – $15,000 | 8221322 DOORDASH INC CMN |
Feb 2, 2026 Spouse | Mar 9, 2026 | PINS Pinterest, Inc. Class A | Buy | 363.66estimated | $22.00 | $1,001 – $15,000 | 8221358 PINTEREST INC CMN |
Jan 30, 2026 Spouse | Feb 6, 2026 | — s/17/2026 | Sell | — | — | $1,001 – $15,000 | 8221322 s/17/2026 |
Jan 30, 2026 Spouse | Feb 6, 2026 | TENB Tenable Holdings, Inc. | Buy | 362.67estimated | $22.06 | $1,001 – $15,000 | 8221322 TENABLE HOLDINGS, INC CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) | Buy | 160.17estimated | $49.95 | $1,001 – $15,000 | 8221322 LYONDELLBASELL INDUSTRIES N.V. CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — CLOROX CO (THE) (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8221322 CLOROX CO (THE) (DELAWARE) CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — AVALONBAY COMMUNITIES INC CMIN | Buy | — | — | $1,001 – $15,000 | 8221322 AVALONBAY COMMUNITIES INC CMIN |
Jan 29, 2026 Dependent | Feb 6, 2026 | FDS FactSet Research Systems Inc. | Buy | 31.65estimated | $252.79 | $1,001 – $15,000 | 8221322 FACTSET RESEARCH SYSTEMS INC CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — KIMBERLY-CLARK CORPORATLON CIVIN | Buy | — | — | $1,001 – $15,000 | 8221322 KIMBERLY-CLARK CORPORATLON CIVIN |
Jan 29, 2026 Spouse | Feb 6, 2026 | CARR Carrier Global Corporation Common Stock | Buy | 133.81estimated | $59.79 | $1,001 – $15,000 | 8221322 CARRIER GLOBAL CORPORATION CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — ESTEE LAUDER COS ING CLA CMN | Buy | — | — | $1,001 – $15,000 | 8221322 ESTEE LAUDER COS ING CLA CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — ALASKA AIR GROUP INCIDEL HLDG) CMU | Buy | — | — | $1,001 – $15,000 | 8221322 ALASKA AIR GROUP INCIDEL HLDG) CMU |
Jan 29, 2026 Spouse | Feb 6, 2026 | A Agilent Technologies, Inc. | Buy | 60.03estimated | $133.27 | $1,001 – $15,000 | 8221322 AGILENT TECHNOLOGIES, INC. CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — NIKE CLA55-8 CMN | Sell | — | — | $1,001 – $15,000 | 8221322 NIKE CLA55-8 CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | INTU Intuit Inc. | Buy | 64.62estimated | $502.98 | $15,001 – $50,000 | 8221322 INTUIT INC CMN |
Jan 29, 2026 Member | Feb 6, 2026 | — P UNION PACIFIC CORP. JSE LINPI INT EQT | Buy | — | — | $15,001 – $50,000 | 8221322 P UNION PACIFIC CORP. JSE LINPI INT EQT |
Jan 29, 2026 Spouse | Feb 6, 2026 | LOW Lowe's Companies, Inc. | Buy | 121.89estimated | $266.64 | $15,001 – $50,000 | 8221322 LOWES COMPANIES INC CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | SYF Synchrony Financial | Receive | 109.04estimated | $73.37 | $1,001 – $15,000 | 8221322 SYNCHRONY FINANCIAL CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — COINBASE GLOBAL, INC. CMIN CLASSA | Buy | — | — | $1,001 – $15,000 | 8221322 COINBASE GLOBAL, INC. CMIN CLASSA |
Jan 29, 2026 Member | Feb 6, 2026 | — P UNIVERSAL HEALTH SVC CL CMN | Buy | — | — | $1,001 – $15,000 | 8221322 P UNIVERSAL HEALTH SVC CL CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | UAL United Airlines Holdings, Inc. | Buy | 76.97estimated | $103.94 | $1,001 – $15,000 | 8221322 UNITED AIRLINES HOLDINGS INC CMN |
Jan 29, 2026 Member | Feb 6, 2026 | VST Vistra Corp. | Buy | 49.21estimated | $162.58 | $1,001 – $15,000 | 8221322 P VISTRA CORP CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — TRANE TECHNOLOGIES PUBLIC LIMI CM | Buy | — | — | $1,001 – $15,000 | 8221322 TRANE TECHNOLOGIES PUBLIC LIMI CM |
Jan 29, 2026 Spouse | Feb 6, 2026 | NFLX Netflix, Inc. | Buy | 96.21estimated | $83.16 | $1,001 – $15,000 | 8221322 NETFLIX, INC CMN |
Jan 29, 2026 Member | Feb 6, 2026 | LULU lululemon athletica inc. | Buy | 46.37estimated | $172.54 | $1,001 – $15,000 | 8221322 P LULULEMON ATHLETICA INC. CMN |
Jan 29, 2026 Member | Feb 6, 2026 | LYV Live Nation Entertainment, Inc. | Buy | 54.14estimated | $147.78 | $1,001 – $15,000 | 8221322 LIVE NATION ENTERTAINMENT INC CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | HSIC Henry Schein, Inc. | Buy | 107.62estimated | $74.34 | $1,001 – $15,000 | 8221322 HENRY SCHEIN INC COMMON STOCK |
Jan 29, 2026 Member | Feb 6, 2026 | LNT Alliant Energy Corporation | Buy | 120.62estimated | $66.33 | $1,001 – $15,000 | 8221322 P ALLIANT ENERGY CORPORATION CMN |
Jan 29, 2026 Member | Feb 6, 2026 | — P ROLLINS INC. REGOFF SCTASK0796638 | Buy | — | — | $1,001 – $15,000 | 8221322 P ROLLINS INC. REGOFF SCTASK0796638 |
Jan 29, 2026 Member | Feb 6, 2026 | — HICA HEALTHCARE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221322 HICA HEALTHCARE, INC. CMN |
Jan 29, 2026 Member | Feb 6, 2026 | FDS FactSet Research Systems Inc. | Buy | 31.65estimated | $252.79 | $1,001 – $15,000 | 8221322 P FACTSET RESEARCH SYSTEMS INC CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — BAXTER INTERNATIONALINC. CMN | Buy | — | — | $1,001 – $15,000 | 8221322 BAXTER INTERNATIONALINC. CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — EQUIFAXINC CMN | Buy | — | — | $1,001 – $15,000 | 8221322 EQUIFAXINC CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | ULTA Ulta Beauty, Inc. | Buy | 12.68estimated | $631.10 | $1,001 – $15,000 | 8221322 ULTA BEAUTY INC CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — EXPEDITORS INTERNATIONAL OF WA CN | Buy | — | — | $1,001 – $15,000 | 8221322 EXPEDITORS INTERNATIONAL OF WA CN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — WATERS CORPORATION COMMON STO | Buy | — | — | $1,001 – $15,000 | 8221322 WATERS CORPORATION COMMON STO |
Jan 29, 2026 Member | Feb 6, 2026 | — P. MONSTER BEVERAGE CORPORATION CA | Buy | — | — | $1,001 – $15,000 | 8221322 P. MONSTER BEVERAGE CORPORATION CA |
Jan 29, 2026 Member | Feb 6, 2026 | CI The Cigna Group | Buy | 119.81estimated | $271.27 | $15,001 – $50,000 | 8221322 P CIGNA GROUP/THE CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — BECTON, DICKINSON AND COMPANY CN | Buy | — | — | $15,001 – $50,000 | 8221322 BECTON, DICKINSON AND COMPANY CN |
Jan 29, 2026 Spouse | Feb 6, 2026 | — INT. BUSINESS MACHINES CORP CMN | Buy | — | — | $15,001 – $50,000 | 8221322 INT. BUSINESS MACHINES CORP CMN |
Jan 29, 2026 Spouse | Feb 6, 2026 | AEP American Electric Power Company, Inc. | Buy | 67.11estimated | $119.21 | $1,001 – $15,000 | 8221322 AMERICAN ELECTRIC POWER INC CMN |
Jan 28, 2026 Spouse | Feb 6, 2026 | — DISTRICT COLUMBIA WTR & SWR REV5 | Buy | — | — | $15,001 – $50,000 | 8221322 DISTRICT COLUMBIA WTR & SWR REV5 |
Jan 24, 2026 Dependent | Mar 9, 2026 | — ACCENTURE PLC CIMN CLASS A | Sell | — | — | $1,001 – $15,000 | 8221358 ACCENTURE PLC CIMN CLASS A |
Jan 23, 2026 Dependent | Feb 6, 2026 | GPC Genuine Parts Company | Sell | 58.13estimated | $137.63 | $1,001 – $15,000 | 8221322 GENUINE PARTS CO. CMN |
Jan 23, 2026 Dependent | Feb 6, 2026 | — AMERISOURCEBERGEN CORPORATION COINBASE GLOBAL, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221322 AMERISOURCEBERGEN CORPORATION COINBASE GLOBAL, INC. CMN |
Jan 23, 2026 Member | Feb 6, 2026 | — AMERICA INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221322 AMERICA INTL GROUP, INC. CMN |
Jan 23, 2026 Dependent | Feb 6, 2026 | SYK Stryker Corporation | Sell | 91.54estimated | $355.04 | $15,001 – $50,000 | 8221322 STRYKER CORPORATION CMN |
Jan 23, 2026 Dependent | Feb 6, 2026 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $15,001 – $50,000 | 8221322 BERKSHIRE HATHAWAY INC. CLASS B |
Jan 23, 2026 Dependent | Feb 6, 2026 | GPN Global Payments Inc. | Buy | 106.38estimated | $75.21 | $1,001 – $15,000 | 8221322 GLOBAL PAYMENTS INC. CMN |
Jan 23, 2026 Dependent | Feb 6, 2026 | GRMN Garmin Ltd. Common Stock (Switzerland) | Buy | 38.81estimated | $206.17 | $1,001 – $15,000 | 8221322 GARMIN LTD CMN |
Jan 23, 2026 Dependent | Feb 6, 2026 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8221322 CATERPILLAR INC (DELAWARE) CMN |
Jan 23, 2026 Dependent | Feb 6, 2026 | FISV Fiserv, Inc. | Buy | 118.42estimated | $67.56 | $1,001 – $15,000 | 8221322 FISERV, INC. CMN x |
Jan 23, 2026 Member | Feb 6, 2026 | ACGL Arch Capital Group Ltd. | Buy | 86.06estimated | $92.96 | $1,001 – $15,000 | 8221322 DG ARCH CAPITAL GROUP LTD. CMN |
Jan 23, 2026 Dependent | Feb 6, 2026 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8221322 EQUINIX, INC. REIT |
Jan 23, 2026 Dependent | Feb 6, 2026 | CARR Carrier Global Corporation Common Stock | Buy | 139.62estimated | $57.30 | $1,001 – $15,000 | 8221322 CARRIER GLOBAL CORPORATION CMN |
Jan 23, 2026 Dependent | Feb 6, 2026 | HOOD Robinhood Markets, Inc. Class A | Buy | 74.78estimated | $106.99 | $1,001 – $15,000 | 8221322 ROBINHOOD MARKETS, INC. CMN |
Jan 23, 2026 Dependent | Feb 6, 2026 | — LRDD08862868 | Buy | — | — | $1,001 – $15,000 | 8221322 LRDD08862868 |
Jan 23, 2026 Dependent | Feb 6, 2026 | — UPMORGAN CHASE & CO CMN | Buy | — | — | $1,001 – $15,000 | 8221322 UPMORGAN CHASE & CO CMN |
Jan 23, 2026 Member | Feb 6, 2026 | PLTR Palantir Technologies Inc. Class A | Buy | 191.63estimated | $169.60 | $15,001 – $50,000 | 8221322 OC PALANTIR TECHNOLOGIES INC. CMN |
Jan 23, 2026 Dependent | Feb 6, 2026 | TSLA Tesla, Inc. | Buy | 17.82estimated | $449.06 | $1,001 – $15,000 | 8221322 TESLA, INC. CMN |
Jan 22, 2026 Dependent | Feb 6, 2026 | BAC Bank of America Corporation | Sell | 152.54estimated | $52.45 | $1,001 – $15,000 | 8221322 BANK OF AMERICA CORP CMN |
Jan 22, 2026 Dependent | Feb 6, 2026 | KMX CarMax Inc | Sell | 167.27estimated | $47.83 | $1,001 – $15,000 | 8221322 CARMAX, INC. CMN |
Jan 22, 2026 Dependent | Feb 6, 2026 | BLDR Builders FirstSource, Inc. | Buy | 63.88estimated | $125.25 | $1,001 – $15,000 | 8221322 BUILDERS FIRSTSOURCE, INC. CMN |
Jan 22, 2026 Member | Feb 6, 2026 | DIS Walt Disney Company (The) | Buy | 287.08estimated | $113.21 | $15,001 – $50,000 | 8221322 WALT DISNEY COMPANY (THE) CMN |
Jan 22, 2026 Dependent | Feb 6, 2026 | — TEXAS INSTRUMENTS ING CMN | Buy | — | — | $15,001 – $50,000 | 8221322 TEXAS INSTRUMENTS ING CMN |
Jan 22, 2026 Dependent | Feb 6, 2026 | — GENFRALMOTORS COMPANY CN | Buy | — | — | $1,001 – $15,000 | 8221322 GENFRALMOTORS COMPANY CN |
Jan 22, 2026 Dependent | Feb 6, 2026 | RRX Regal Rexnord Corporation | Sell | 50.34estimated | $158.92 | $1,001 – $15,000 | 8221322 REGAL REXNORD CORP CMN |
Jan 22, 2026 Member | Feb 6, 2026 | — ACCENTURE PLE CMN | Buy | — | — | $1,001 – $15,000 | 8221322 ACCENTURE PLE CMN |
Jan 22, 2026 Dependent | Feb 6, 2026 | IP International Paper Company | Buy | 191.22estimated | $41.84 | $1,001 – $15,000 | 8221322 INTERNATIONAL PAPER CO. CMN |
Jan 22, 2026 Dependent | Feb 6, 2026 | EXR Extra Space Storage Inc | Buy | 55.65estimated | $143.76 | $1,001 – $15,000 | 8221322 EXTRA SPACE STORAGE INC. CMN |
Jan 21, 2026 Dependent | Feb 6, 2026 | KMB Kimberly-Clark Corporation | Buy | 79.99estimated | $100.02 | $1,001 – $15,000 | 8221322 KIMBERLY-CLARK CORPORATION CMN |
Jan 14, 2026 Dependent | Feb 6, 2026 | COF Capital One Financial Corporation | Buy | 34.13estimated | $234.42 | $1,001 – $15,000 | 8221322 CAPITAL, ONE FINANCIAL CORP CMN |
Jan 13, 2026 Member | Feb 6, 2026 | SMCI Super Micro Computer, Inc. | Buy | 279.74estimated | $28.60 | $1,001 – $15,000 | 8221322 P SUPER MICRO COMPUTER, INC. CMN |
Jan 13, 2026 Spouse | Feb 6, 2026 | — HORMEL FOODS CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8221322 HORMEL FOODS CORPORATION OMN |
Jan 13, 2026 Spouse | Feb 6, 2026 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8221322 EQUINIX, INC. REIT |
Jan 13, 2026 Spouse | Feb 6, 2026 | KO Coca-Cola Company (The) | Buy | 112.3estimated | $71.24 | $1,001 – $15,000 | 8221322 COCA-COLA COMPANY (THE) CMN |
Jan 13, 2026 Member | Feb 6, 2026 | MET MetLife, Inc. | Buy | 103.79estimated | $77.08 | $1,001 – $15,000 | 8221322 P METLIFE, INC. CMN |
Jan 13, 2026 Spouse | Feb 6, 2026 | — PTCINC. CMN | Buy | — | — | $1,001 – $15,000 | 8221322 PTCINC. CMN |
Jan 13, 2026 Spouse | Feb 6, 2026 | KMB Kimberly-Clark Corporation | Buy | 81.03estimated | $98.73 | $1,001 – $15,000 | 8221322 IKIMBERLY-CLARK CORPORATION CMN |
Jan 13, 2026 Spouse | Feb 6, 2026 | — WORKDAY, ING, CMN | Buy | — | — | $1,001 – $15,000 | 8221322 WORKDAY, ING, CMN |
Jan 13, 2026 Spouse | Feb 6, 2026 | — BLOCK, INC. CIMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8221322 BLOCK, INC. CIMN CLASS A |
Jan 13, 2026 Spouse | Feb 6, 2026 | TMUS T-Mobile US, Inc. | Buy | 42.18estimated | $189.67 | $1,001 – $15,000 | 8221322 T-MOBILE US, INC. CMN |
Jan 13, 2026 Member | Feb 6, 2026 | ROP Roper Technologies, Inc. | Buy | 18.76estimated | $426.36 | $1,001 – $15,000 | 8221322 se ROPER TECHNOLOGIES INC CMN |
Jan 13, 2026 Spouse | Feb 6, 2026 | RSG Republic Services, Inc. | Buy | 38.16estimated | $209.65 | $1,001 – $15,000 | 8221322 REPUBLIC SERVICES INC CMN |
Jan 13, 2026 Spouse | Feb 6, 2026 | MRSH Marsh | Buy | 177.89estimated | $182.70 | $15,001 – $50,000 | 8221322 MARSH & MCLENNAN CO INC CMN |
Jan 6, 2026 Dependent | Feb 6, 2026 | PAYC Paycom Software, Inc. | Sell | 51.11estimated | $156.55 | $1,001 – $15,000 | 8221322 PAYCOM SOFTWARE, INC. CMN |
Jan 6, 2026 Dependent | Feb 6, 2026 | — SKIMBERLY-CLARK CORPORATION CN | Buy | — | — | $1,001 – $15,000 | 8221322 SKIMBERLY-CLARK CORPORATION CN |
Jan 6, 2026 Dependent | Feb 6, 2026 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221322 CROWN CASTLE INTL CORP CMN |
Jan 6, 2026 Member | Feb 6, 2026 | COIN Coinbase Global, Inc. Class A | Buy | 31.93estimated | $250.56 | $1,001 – $15,000 | 8221322 COINBASE GLOBAL, INC. CMN |
Jan 5, 2026 Dependent | Feb 6, 2026 | J Jacobs Solutions Inc. | Sell | 51.87estimated | $138.86 | $1,001 – $15,000 | 8221322 JACOBS SOLUTIONS INC CMN |
Jan 5, 2026 Dependent | Feb 6, 2026 | WY Weyerhaeuser Company | Buy | 329.78estimated | $24.26 | $1,001 – $15,000 | 8221322 WEYERHAEUSER COMPANY CMN |
Jan 5, 2026 Dependent | Feb 6, 2026 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8221322 PHILIP MORRIS INTL INC CMN |
Dec 30, 2025 Member | Jan 6, 2026 | — BUILDERS FIRSTSOUIRCE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221285 BUILDERS FIRSTSOUIRCE, INC. CMN |
Dec 30, 2025 Spouse | Jan 6, 2026 | SBUX Starbucks Corporation | Buy | 93.85estimated | $85.25 | $1,001 – $15,000 | 8221285 STARBUCKS CORP. CMN |
Dec 30, 2025 Spouse | Jan 6, 2026 | TMO Thermo Fisher Scientific Inc | Buy | 13.71estimated | $583.45 | $1,001 – $15,000 | 8221285 THERMO FISHER SCIENTIFIC INC CMN |
Dec 30, 2025 Spouse | Jan 6, 2026 | IP International Paper Company | Buy | 201.37estimated | $39.73 | $1,001 – $15,000 | 8221285 INTERNATIONAL PAPER CO. CMN |
Dec 30, 2025 Member | Jan 6, 2026 | BLDR Builders FirstSource, Inc. | Buy | 77.53estimated | $103.19 | $1,001 – $15,000 | 8221285 BUILDERS FIRSTSOURCE, INC. CMN |
Dec 30, 2025 Spouse | Jan 6, 2026 | CL Colgate-Palmolive Company | Buy | 100.62estimated | $79.51 | $1,001 – $15,000 | 8221285 COLGATE-PALMOLIVE CO CMN |
Dec 30, 2025 Dependent | Jan 6, 2026 | ADBE Adobe Inc. | Buy | 22.7estimated | $352.51 | $1,001 – $15,000 | 8221285 ADOBE INC CMN |
Dec 30, 2025 Dependent | Jan 6, 2026 | ZTS Zoetis Inc. Class A | Buy | 63.29estimated | $126.41 | $1,001 – $15,000 | 8221285 ZOETIS INC. CMN |
Dec 30, 2025 Dependent | Jan 6, 2026 | EXR Extra Space Storage Inc | Buy | 60.81estimated | $131.56 | $1,001 – $15,000 | 8221285 EXTRA SPACE STORAGE INC. CMN |
Dec 30, 2025 Dependent | Jan 6, 2026 | CL Colgate-Palmolive Company | Buy | 100.62estimated | $79.51 | $1,001 – $15,000 | 8221285 COLGATE-PALMOLIVE CO CMN |
Dec 30, 2025 Dependent | Jan 6, 2026 | CL Colgate-Palmolive Company | Buy | 100.62estimated | $79.51 | $1,001 – $15,000 | 8221285 COLGATE-PALMOLIVE CO CMN |
Dec 23, 2025 Spouse | Jan 6, 2026 | SOLV Solventum Corporation | Buy | 99.32estimated | $80.55 | $1,001 – $15,000 | 8221285 SOLVENTUM CORPORATION CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | — UNILEVER PLE SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221285 UNILEVER PLE SPONSORED ADR CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | — CLOROX CO (THE) (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8221285 CLOROX CO (THE) (DELAWARE) CMN |
Dec 12, 2025 Member | Jan 6, 2026 | — SPILOTIS WORLDWIDE CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8221285 SPILOTIS WORLDWIDE CORPORATION CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | APD Air Products and Chemicals, Inc. | Buy | 32.92estimated | $243.00 | $1,001 – $15,000 | 8221285 HAIR PRODUCTS & CHEMICALS INC CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | GIS General Mills, Inc. | Sell | 171.35estimated | $46.69 | $1,001 – $15,000 | 8221285 GENERAL MILLS INC CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | DIS Walt Disney Company (The) | Buy | 71.69estimated | $111.60 | $1,001 – $15,000 | 8221285 WALT DISNEY COMPANY (THE) CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | — FACTSET RESEARCH SYSTEMS INC OMN | Buy | — | — | $1,001 – $15,000 | 8221285 FACTSET RESEARCH SYSTEMS INC OMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | KMB Kimberly-Clark Corporation | Buy | 77.56estimated | $103.15 | $1,001 – $15,000 | 8221285 KIMBERLY-CLARK CORPORATION CMN |
Dec 12, 2025 Member | Jan 6, 2026 | BAX Baxter International Inc. | Buy | 417.78estimated | $19.15 | $1,001 – $15,000 | 8221285 BAXTER INTERNATIONAL INC. CMN K |
Dec 12, 2025 Spouse | Jan 6, 2026 | CAG ConAgra Brands, Inc. | Buy | 450.73estimated | $17.75 | $1,001 – $15,000 | 8221285 CONAGRA BRANDS INC CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | ALGN Align Technology, Inc. | Buy | 48.36estimated | $165.43 | $1,001 – $15,000 | 8221285 ALIGN TECHNOLOGY, INC CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | PAYC Paycom Software, Inc. | Buy | 48.02estimated | $166.61 | $1,001 – $15,000 | 8221285 PAYCOM SOFTWARE, INC. CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | PYPL PayPal Holdings, Inc. | Buy | 129.75estimated | $61.66 | $1,001 – $15,000 | 8221285 PAYPAL HOLDINGS, INC. CMN |
Dec 12, 2025 Member | Jan 6, 2026 | MOH Molina Healthcare Inc | Buy | 47.48estimated | $168.50 | $1,001 – $15,000 | 8221285 P MOLINA HEALTHCARE, INC. CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | CSGP CoStar Group, Inc. | Buy | 117.26estimated | $68.23 | $1,001 – $15,000 | 8221285 COSTAR GROUP, INC. CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | FISV Fiserv, Inc. | Buy | 116.37estimated | $68.75 | $1,001 – $15,000 | 8221285 FISERV, INC CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | — AVALONBAY COMMUNITIES INC CMN | Buy | — | — | $1,001 – $15,000 | 8221285 AVALONBAY COMMUNITIES INC CMN |
Dec 12, 2025 Spouse | Jan 6, 2026 | TMUS T-Mobile US, Inc. | Buy | 40.99estimated | $195.16 | $1,001 – $15,000 | 8221285 IT-MOBILE US, INC. CMN |
Dec 12, 2025 Member | Jan 6, 2026 | PAYX Paychex, Inc. | Buy | 69.3estimated | $115.45 | $1,001 – $15,000 | 8221285 PAYCHEX, INC.CMN |
Dec 9, 2025 Spouse | Jan 6, 2026 | — GRAPHIC PACKAGING LOGCO CMN | Buy | — | — | $1,001 – $15,000 | 8221285 GRAPHIC PACKAGING LOGCO CMN |
Dec 8, 2025 Dependent | Jan 6, 2026 | SOLV Solventum Corporation | Buy | 96.86estimated | $82.60 | $1,001 – $15,000 | 8221285 SOLVENTUM CORPORATION CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | PG Procter & Gamble Company (The) | Buy | 226.56estimated | $143.45 | $15,001 – $50,000 | 8221285 THE PROCTER & GAMBLE COMPANY |
Dec 5, 2025 Dependent | Jan 6, 2026 | SMCI Super Micro Computer, Inc. | Buy | 230.63estimated | $34.69 | $1,001 – $15,000 | 8221285 SUPER MICRO COMPUTER, INC. CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | XYZ Block, Inc. Class A Common Stock, | Sell | 130.92estimated | $61.11 | $1,001 – $15,000 | 8221285 BLOCK, INC. CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | CAG ConAgra Brands, Inc. | Sell | 469.24estimated | $17.05 | $1,001 – $15,000 | 8221285 CONAGRA BRANDS INC CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | ZBH Zimmer Biomet Holdings, Inc. | Sell | 84.86estimated | $94.28 | $1,001 – $15,000 | 8221285 ZIMMER BIOMET HOLDINGS INC |
Dec 5, 2025 Dependent | Jan 6, 2026 | MSFT Microsoft Corporation | Buy | 16.56estimated | $483.16 | $1,001 – $15,000 | 8221285 MICROSOFT CORPORATION CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | V Visa Inc. | Sell | 24.15estimated | $331.24 | $1,001 – $15,000 | 8221285 VISA INC. CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | BKNG Booking Holdings Inc. | Sell | 38.49estimated | $207.88 | $1,001 – $15,000 | 8221285 BOOKING HOLDINGS INC. CMN • |
Dec 5, 2025 Dependent | Jan 6, 2026 | — CLORDX CO (THE) (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8221285 CLORDX CO (THE) (DELAWARE) CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | GIS General Mills, Inc. | Sell | 174.19estimated | $45.93 | $1,001 – $15,000 | 8221285 (GENERAL MILLS INC CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | — EQUINIX, INC. REIT | Sell | — | — | $1,001 – $15,000 | 8221285 EQUINIX, INC. REIT |
Dec 5, 2025 Dependent | Jan 6, 2026 | PANW Palo Alto Networks, Inc. | Sell | 40.24estimated | $198.84 | $1,001 – $15,000 | 8221285 PALO ALTO NETWORKS INC. CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | COIN Coinbase Global, Inc. Class A | Buy | 29.66estimated | $269.73 | $1,001 – $15,000 | 8221285 COINBASE GLOBAL, INC. CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | NOW ServiceNow, Inc. | Sell | 46.82estimated | $170.87 | $1,001 – $15,000 | 8221285 SERVICENOW INC CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | DIS Walt Disney Company (The) | Buy | 308.65estimated | $105.30 | $15,001 – $50,000 | 8221285 WALT DISNEY COMPANY (THE) CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | — ILULULEMON ATIILETICA INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221285 ILULULEMON ATIILETICA INC. CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | CDNS Cadence Design Systems, Inc. | Buy | 23.7estimated | $337.53 | $1,001 – $15,000 | 8221285 CADENCE DESIGN SYSTEMS INC CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | ADBE Adobe Inc. | Buy | 23.11estimated | $346.26 | $1,001 – $15,000 | 8221285 JADOBE INC CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | CL Colgate-Palmolive Company | Buy | 102.48estimated | $78.07 | $1,001 – $15,000 | 8221285 COLGATE-PALMOLIVE CO CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | POOL Pool Corporation | Buy | 33.4estimated | $239.52 | $1,001 – $15,000 | 8221285 POOL CORP CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | CPB The Campbell's Company | Buy | 270.29estimated | $29.60 | $1,001 – $15,000 | 8221285 THE CAMPBELL'S COMPANY CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | OMC Omnicom Group Inc. | Buy | 108.94estimated | $73.44 | $1,001 – $15,000 | 8221285 OMNICOM GROUP CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | CSGP CoStar Group, Inc. | Buy | 117.64estimated | $68.01 | $1,001 – $15,000 | 8221285 COSTAR GROUP, INC. CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | EXR Extra Space Storage Inc | Buy | 61.75estimated | $129.56 | $1,001 – $15,000 | 8221285 (EXTRA SPACE STORAGE INC. CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | — INTERCONTINENTAL EXCHANGE INC ACCENTURE PLC CMN | Buy | — | — | $1,001 – $15,000 | 8221285 INTERCONTINENTAL EXCHANGE INC ACCENTURE PLC CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | WMT Walmart Inc. | Buy | 69.5estimated | $115.11 | $1,001 – $15,000 | 8221285 WALMART INC CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | PSA Public Storage | Buy | 29.41estimated | $272.06 | $1,001 – $15,000 | 8221285 PUBLIC STORAGE CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | SNPS Synopsys, Inc. | Buy | 17.14estimated | $466.76 | $1,001 – $15,000 | 8221285 SYNOPSYS, INC. CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | CMG Chipotle Mexican Grill, Inc. | Buy | 235.72estimated | $33.94 | $1,001 – $15,000 | 8221285 CHIPOTLE MEXICAN GRILL, INC. CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | — AVALONBAY COMMUNITIES INC CMN | Buy | — | — | $1,001 – $15,000 | 8221285 AVALONBAY COMMUNITIES INC CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | HRL Hormel Foods Corporation | Buy | 328.7estimated | $24.34 | $1,001 – $15,000 | 8221285 HORMEL FOODS CORPORATION CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | CTAS Cintas Corporation | Buy | 42.84estimated | $186.75 | $1,001 – $15,000 | 8221285 CINTAS CORPORATION CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | PAYX Paychex, Inc. | Buy | 71.39estimated | $112.06 | $1,001 – $15,000 | 8221285 PAYCHEX, INC. CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | FDS FactSet Research Systems Inc. | Buy | 27.53estimated | $290.63 | $1,001 – $15,000 | 8221285 FACTSET RESEARCH SYSTEMS INC CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8221285 PHILIP MORRIS INTL INC CMN |
Dec 5, 2025 Dependent | Jan 6, 2026 | NVDA NVIDIA Corporation | Buy | 43.86estimated | $182.41 | $1,001 – $15,000 | 8221285 NVIDIA CORPORATION CMN |
Nov 25, 2025 Dependent | Dec 8, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8221264 CATERPILLAR INC (DELAWARE) CMN |
Nov 25, 2025 Dependent | Dec 8, 2025 | — AIR PRODUCTS & CHEMICALS ING CMN | Buy | — | — | $15,001 – $50,000 | 8221264 AIR PRODUCTS & CHEMICALS ING CMN |
Nov 25, 2025 Dependent | Dec 8, 2025 | PPL PPL Corporation | Buy | 219.73estimated | $36.41 | $1,001 – $15,000 | 8221264 PPL CORPORATION CMN |
Nov 24, 2025 Member | Dec 8, 2025 | — MICROSOFT CORPORATION CIN | Buy | — | — | $1,001 – $15,000 | 8221264 MICROSOFT CORPORATION CIN |
Nov 24, 2025 Spouse | Dec 8, 2025 | GOOGL Alphabet Inc. Class A | Sell | 25.11estimated | $318.58 | $1,001 – $15,000 | 8221264 ALPHABET INC, CMN |
Nov 21, 2025 Member | Dec 8, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 359.25estimated | $22.27 | $1,001 – $15,000 | 8221264 P ULTRA CLEAN HOLDINGS, INC. CMN |
Nov 21, 2025 Spouse | Dec 8, 2025 | — GRAPHIC PACKAGING HLOGCO CMN | Buy | — | — | $1,001 – $15,000 | 8221264 GRAPHIC PACKAGING HLOGCO CMN |
Nov 20, 2025 Dependent | Dec 8, 2025 | GM General Motors Company | Buy | 117.59estimated | $68.04 | $1,001 – $15,000 | 8221264 GENERAL MOTORS COMPANY CMN |
Nov 19, 2025 Member | Dec 8, 2025 | DOV Dover Corporation | Buy | 44.54estimated | $179.64 | $1,001 – $15,000 | 8221264 P DOVER CORPORATION CMN |
Nov 19, 2025 Spouse | Dec 8, 2025 | — DECKERS OUTDOORS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221264 DECKERS OUTDOORS CORP CMN |
Nov 18, 2025 Dependent | Dec 8, 2025 | WIX Wix.com Ltd. Ordinary Shares | Buy | 63.04estimated | $126.92 | $1,001 – $15,000 | 8221264 WIX.COM LTD CMN |
Nov 17, 2025 Dependent | Dec 8, 2025 | WIX Wix.com Ltd. Ordinary Shares | Buy | 64.41estimated | $124.22 | $1,001 – $15,000 | 8221264 (WIX.COM LTD CMN |
Nov 14, 2025 Spouse | Dec 8, 2025 | — BNP PARIBAS SPONSORED ADR CMN | Buy | — | — | $15,001 – $50,000 | 8221264 BNP PARIBAS SPONSORED ADR CMN |
Nov 14, 2025 Spouse | Dec 8, 2025 | — SAP AG CMN | Buy | — | — | $15,001 – $50,000 | 8221264 SAP AG CMN |
Nov 13, 2025 Spouse | Dec 8, 2025 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 269.65estimated | $29.67 | $1,001 – $15,000 | 8221264 AXALTA COATING SYSTEMS LTD. CMN |
Nov 13, 2025 Spouse | Dec 8, 2025 | DIS Walt Disney Company (The) | Buy | 74.35estimated | $107.61 | $1,001 – $15,000 | 8221264 WALT DISNEY COMPANY (THE) CMN |
Nov 12, 2025 Member | Dec 8, 2025 | GM General Motors Company | Buy | 111.37estimated | $71.84 | $1,001 – $15,000 | 8221264 GENERAL MOTORS COMPANY CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | MOS Mosaic Company (The) | Sell | 309.02estimated | $25.89 | $1,001 – $15,000 | 8221264 MOSAIC COMPANY (THE) CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | — HEALTHPEAK OP, LLC CMN | Sell | — | — | $1,001 – $15,000 | 8221264 HEALTHPEAK OP, LLC CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | CHD Church & Dwight Company, Inc. | Buy | 94.52estimated | $84.64 | $1,001 – $15,000 | 8221264 CHURCH & DWIGHT CO., INC. CMN |
Nov 10, 2025 Member | Dec 8, 2025 | KR Kroger Company (The) | Receive | 124.15estimated | $64.44 | $1,001 – $15,000 | 8221264 P KROGER COMPANY CMN |
Nov 10, 2025 Member | Dec 8, 2025 | CMG Chipotle Mexican Grill, Inc. | Buy | 262.48estimated | $30.48 | $1,001 – $15,000 | 8221264 P CHIPOTLE MEXICAN GRILL, INC, CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221264 CROWN CASTLE INTL CORP CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | HOOD Robinhood Markets, Inc. Class A | Buy | 58.88estimated | $135.88 | $1,001 – $15,000 | 8221264 ROBINHOOD MARKETS, INC. CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8221264 EQUITY RESIDENTIAL CMN |
Nov 10, 2025 Member | Dec 8, 2025 | — P AIRENB, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221264 P AIRENB, INC. CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | — KENVUEING. CMN | Buy | — | — | $1,001 – $15,000 | 8221264 KENVUEING. CMN |
Nov 10, 2025 Member | Dec 8, 2025 | — P CONAGRA BRANDS ING CMN | Buy | — | — | $1,001 – $15,000 | 8221264 P CONAGRA BRANDS ING CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | SYK Stryker Corporation | Buy | 22.54estimated | $355.02 | $1,001 – $15,000 | 8221264 STRYKER CORPORATION CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 8221264 A VOTING |
Nov 10, 2025 Spouse | Dec 8, 2025 | MSFT Microsoft Corporation | Buy | 15.81estimated | $506.00 | $1,001 – $15,000 | 8221264 MICROSOFT CORPORATION CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | SHW Sherwin-Williams Company (The) | Buy | 23.36estimated | $342.55 | $1,001 – $15,000 | 8221264 SHERWIN-WILLIAMS CO CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | SBUX Starbucks Corporation | Buy | 94.57estimated | $84.60 | $1,001 – $15,000 | 8221264 STARBUCKS CORP. CMN |
Nov 10, 2025 Spouse | Dec 8, 2025 | FDS FactSet Research Systems Inc. | Buy | 30.18estimated | $265.09 | $1,001 – $15,000 | 8221264 FACTSET RESEARCH SYSTEMS INC CMN |
Nov 7, 2025 Spouse | Dec 8, 2025 | DOV Dover Corporation | Buy | 44.37estimated | $180.33 | $1,001 – $15,000 | 8221264 DOVER CORPORATION CMN |
Nov 7, 2025 Dependent | Dec 8, 2025 | — JCMN | Sell | — | — | $1,001 – $15,000 | 8221264 JCMN |
Nov 7, 2025 Dependent | Dec 8, 2025 | LLY Eli Lilly and Company | Receive | 35.16estimated | $924.37 | $15,001 – $50,000 | 8221264 ELI LILLY & CO CMN |
Nov 7, 2025 Dependent | Dec 8, 2025 | — CALL GOOG FLEX EURO PM 265 EXP | Buy | — | — | $15,001 – $50,000 | 8221264 CALL GOOG FLEX EURO PM 265 EXP |
Nov 6, 2025 Spouse | Dec 8, 2025 | MET MetLife, Inc. | Buy | 105.31estimated | $75.97 | $1,001 – $15,000 | 8221264 METLIFE, INC. CMN |
Nov 6, 2025 Dependent | Dec 8, 2025 | FDS FactSet Research Systems Inc. | Buy | 31.55estimated | $253.62 | $1,001 – $15,000 | 8221264 FACTSET RESEARCH SYSTEMS INC CMN |
Nov 6, 2025 Spouse | Dec 8, 2025 | — HOLOGIC INCORPORATED CMN | Sell | — | — | $1,001 – $15,000 | 8221264 HOLOGIC INCORPORATED CMN |
Nov 6, 2025 Member | Dec 8, 2025 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 283.4estimated | $28.23 | $1,001 – $15,000 | 8221264 AXALTA COATING SYSTEMS LTD, CMN |
Nov 5, 2025 Spouse | Dec 8, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 297.31estimated | $26.91 | $1,001 – $15,000 | 8221264 ULTRA CLEAN HOLDINGS, INC. CMN x! |
Nov 5, 2025 Spouse | Dec 8, 2025 | — DECKERS OUTCOORS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221264 DECKERS OUTCOORS CORP CMN |
Nov 4, 2025 Dependent | Dec 8, 2025 | VRNS Varonis Systems, Inc. | Buy | 226.32estimated | $35.35 | $1,001 – $15,000 | 8221264 VARONIS SYSTEMS, INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | — KIMCO REALTY OP, LLOCMN | Sell | — | — | $1,001 – $15,000 | 8221264 KIMCO REALTY OP, LLOCMN |
Nov 3, 2025 Member | Dec 8, 2025 | — DO GLOBAL PAYMENTS ING CMN | Sell | — | — | $1,001 – $15,000 | 8221264 DO GLOBAL PAYMENTS ING CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | CTVA Corteva, Inc. Common Stock | Sell | 693.24estimated | $11.54 | $1,001 – $15,000 | 8221264 CORTEVA, INC. CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | — PAYCHEX, INC. OMN | Sell | — | — | $1,001 – $15,000 | 8221264 PAYCHEX, INC. OMN |
Nov 3, 2025 Member | Dec 8, 2025 | PYPL PayPal Holdings, Inc. | Sell | 117.07estimated | $68.34 | $1,001 – $15,000 | 8221264 OC: PAYPAL HOLDINGS, INC. CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | KVUE Kenvue Inc. | Sell | 495.69estimated | $16.14 | $1,001 – $15,000 | 8221264 KENVUE INC. CMN |
Nov 3, 2025 Member | Dec 8, 2025 | — DO YUM BRANDS, INC. OMN | Sell | — | — | $1,001 – $15,000 | 8221264 DO YUM BRANDS, INC. OMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | — (ANALOG DEVICES, INC. CIVIN | Sell | — | — | $1,001 – $15,000 | 8221264 (ANALOG DEVICES, INC. CIVIN |
Nov 3, 2025 Member | Dec 8, 2025 | — pC. 1CMN | Sell | — | — | $1,001 – $15,000 | 8221264 pC. 1CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | FISV Fiserv, Inc. | Sell | 122.82estimated | $65.14 | $1,001 – $15,000 | 8221264 FISERV, INC. CMN" |
Nov 3, 2025 Dependent | Dec 8, 2025 | AMP Ameriprise Financial, Inc. | Buy | 17.69estimated | $452.38 | $1,001 – $15,000 | 8221264 AMERIPRISE FINANCIAL, INC. CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | CZR Caesars Entertainment, Inc. | Buy | 391.22estimated | $20.45 | $1,001 – $15,000 | 8221264 CAESARS ENTERTAINMENT INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | MET MetLife, Inc. | Sell | 101estimated | $79.21 | $1,001 – $15,000 | 8221264 METLIFE, INC. CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | EFX Equifax, Inc. | Sell | 38.13estimated | $209.84 | $1,001 – $15,000 | 8221264 EQUIFAX INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | CSGP CoStar Group, Inc. | Sell | 115.31estimated | $69.38 | $1,001 – $15,000 | 8221264 COSTAR GROUP, INC. CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | VZ Verizon Communications Inc. | Sell | 202.7estimated | $39.47 | $1,001 – $15,000 | 8221264 VERIZON COMMUNICATIONS INC |
Nov 3, 2025 Dependent | Dec 8, 2025 | — LEOTY DN CASH BASE TAPPLOVIN CORPORATION CMN | Sell | — | — | $1,001 – $15,000 | 8221264 LEOTY DN CASH BASE TAPPLOVIN CORPORATION CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | WM Waste Management, Inc. | Sell | 40.66estimated | $196.77 | $1,001 – $15,000 | 8221264 WASTE MANAGEMENT INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | — ILKA CORPORATION CNN | Buy | — | — | $1,001 – $15,000 | 8221264 ILKA CORPORATION CNN |
Nov 3, 2025 Dependent | Dec 8, 2025 | KDP Keurig Dr Pepper Inc. | Buy | 300.32estimated | $26.64 | $1,001 – $15,000 | 8221264 KEURIG DR PEPPER INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | CRM Salesforce, Inc. | Buy | 30.61estimated | $261.34 | $1,001 – $15,000 | 8221264 SALESFORCE INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | INVH Invitation Homes Inc. | Buy | 282.11estimated | $28.36 | $1,001 – $15,000 | 8221264 INVITATION HOMES INC. CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | VTR Ventas, Inc. | Buy | 107.93estimated | $74.13 | $1,001 – $15,000 | 8221264 VENTAS, INC. CMN x |
Nov 3, 2025 Dependent | Dec 8, 2025 | FAST Fastenal Company | Buy | 194.94estimated | $41.04 | $1,001 – $15,000 | 8221264 FASTENAL COMPANY CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | PAYC Paycom Software, Inc. | Buy | 43.28estimated | $184.85 | $1,001 – $15,000 | 8221264 PAYCOM SOFTWARE, INC, CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | EBAY eBay Inc. | Buy | 96.66estimated | $82.77 | $1,001 – $15,000 | 8221264 JEBAY INC. CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | J Jacobs Solutions Inc. | Buy | 51.87estimated | $154.25 | $1,001 – $15,000 | 8221264 JACOBS SOLUTIONS INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | CMG Chipotle Mexican Grill, Inc. | Buy | 253.9estimated | $31.51 | $1,001 – $15,000 | 8221264 CHIPOTLE MEXICAN GRILL, INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | GWW W.W. Grainger, Inc. | Buy | 8.28estimated | $966.32 | $1,001 – $15,000 | 8221264 W.W. GRAINGER INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | — BOOKING HOLDINGS ING CMN | Buy | — | — | $1,001 – $15,000 | 8221264 BOOKING HOLDINGS ING CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | KMB Kimberly-Clark Corporation | Buy | 78.23estimated | $102.27 | $1,001 – $15,000 | 8221264 KIMBERLY-CLARK CORPORATION CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | UDR UDR, Inc. | Buy | 236.77estimated | $33.79 | $1,001 – $15,000 | 8221264 JUDR INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | APD Air Products and Chemicals, Inc. | Buy | 33.42estimated | $239.36 | $1,001 – $15,000 | 8221264 AIR PRODUCTS & CHEMICALS INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | PRU Prudential Financial, Inc. | Buy | 76.46estimated | $104.63 | $1,001 – $15,000 | 8221264 PRUDENTIAL FINANCIAL INC CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | TGT Target Corporation | Buy | 87.49estimated | $91.45 | $1,001 – $15,000 | 8221264 TARGET CORPORATION CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | — AIRBNE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221264 AIRBNE, INC. CMN |
Nov 3, 2025 Dependent | Dec 8, 2025 | STZ Constellation Brands, Inc. | Buy | 61.16estimated | $130.82 | $1,001 – $15,000 | 8221264 CONSTELLATION BRANDS INC CMN |
Oct 30, 2025 Spouse | Nov 6, 2025 | — AXALTA COATING SYSTEMS LTD. CMAN | Buy | — | — | $1,001 – $15,000 | 8221231 AXALTA COATING SYSTEMS LTD. CMAN |
Oct 30, 2025 Member | Nov 6, 2025 | FDS FactSet Research Systems Inc. | Buy | 29.74estimated | $269.04 | $1,001 – $15,000 | 8221231 P FACTSET RESEARCH SYSTEMS INC CMN |
Oct 30, 2025 Dependent | Nov 6, 2025 | WM Waste Management, Inc. | Buy | 39.89estimated | $200.57 | $1,001 – $15,000 | 8221231 WASTE MANAGEMENT INC |
Oct 30, 2025 Dependent | Nov 6, 2025 | — IMONDELEZ INTL INC COM NPV | Buy | — | — | $1,001 – $15,000 | 8221231 IMONDELEZ INTL INC COM NPV |
Oct 30, 2025 Dependent | Nov 6, 2025 | — JOHNSON &/OHNSON COM | Buy | — | — | $1,001 – $15,000 | 8221231 JOHNSON &/OHNSON COM |
Oct 30, 2025 Dependent | Nov 6, 2025 | HD Home Depot, Inc. (The) | Buy | 21.08estimated | $379.55 | $1,001 – $15,000 | 8221231 HOME DEPOT INC |
Oct 30, 2025 Dependent | Nov 6, 2025 | — CMS ENERGY CORP COM USDO.01 | Buy | — | — | $1,001 – $15,000 | 8221231 CMS ENERGY CORP COM USDO.01 |
Oct 30, 2025 Member | Nov 6, 2025 | — SEAS ARE THAWAY INC. COM US. 0033 | Buy | — | — | $1,001 – $15,000 | 8221231 SEAS ARE THAWAY INC. COM US. 0033 |
Oct 30, 2025 Dependent | Nov 6, 2025 | ABT Abbott Laboratories | Buy | 64.17estimated | $124.67 | $1,001 – $15,000 | 8221231 ABBOTT LABORATORIES |
Oct 30, 2025 Dependent | Nov 6, 2025 | — LINDE PLC COM EURO.0D1 | Buy | — | — | $1,001 – $15,000 | 8221231 LINDE PLC COM EURO.0D1 |
Oct 30, 2025 Dependent | Nov 6, 2025 | WM Waste Management, Inc. | Buy | 39.89estimated | $200.57 | $1,001 – $15,000 | 8221231 WASTE MANAGEMENT INC |
Oct 30, 2025 Dependent | Nov 6, 2025 | VZ Verizon Communications Inc. | Buy | 205.35estimated | $38.96 | $1,001 – $15,000 | 8221231 VERIZON COMMUNICATIONS INC |
Oct 30, 2025 Dependent | Nov 6, 2025 | — NILP MORRIS NTERNATIOMAL INCOM | Buy | — | — | $1,001 – $15,000 | 8221231 NILP MORRIS NTERNATIOMAL INCOM |
Oct 30, 2025 Dependent | Nov 6, 2025 | — INVR ING COM UISDO.01 | Buy | — | — | $1,001 – $15,000 | 8221231 INVR ING COM UISDO.01 |
Oct 30, 2025 Dependent | Nov 6, 2025 | — MONDELEZ INTLINC COM NPV | Buy | — | — | $1,001 – $15,000 | 8221231 MONDELEZ INTLINC COM NPV |
Oct 30, 2025 Dependent | Nov 6, 2025 | — JOHNSON @JOHNSON COM | Buy | — | — | $1,001 – $15,000 | 8221231 JOHNSON @JOHNSON COM |
Oct 30, 2025 Dependent | Nov 6, 2025 | INVH Invitation Homes Inc. | Buy | 281.61estimated | $28.41 | $1,001 – $15,000 | 8221231 INVITATION HOMES INC COM |
Oct 30, 2025 Dependent | Nov 6, 2025 | HD Home Depot, Inc. (The) | Buy | 21.08estimated | $379.55 | $1,001 – $15,000 | 8221231 HOME DEPOT INC •x |
Oct 30, 2025 Dependent | Nov 6, 2025 | — EXELON CORP COM NV | Buy | — | — | $1,001 – $15,000 | 8221231 EXELON CORP COM NV |
Oct 30, 2025 Dependent | Nov 6, 2025 | — CMS ENERGY CORP COM USD0.01 | Buy | — | — | $1,001 – $15,000 | 8221231 CMS ENERGY CORP COM USD0.01 |
Oct 30, 2025 Dependent | Nov 6, 2025 | CI The Cigna Group | Buy | 32.38estimated | $247.10 | $1,001 – $15,000 | 8221231 THE CIGNA GROUP COM |
Oct 30, 2025 Dependent | Nov 6, 2025 | — BERKSHIRE HATHAWAY INC COM USD0.0033 CLAS5 B | Buy | — | — | $1,001 – $15,000 | 8221231 BERKSHIRE HATHAWAY INC COM USD0.0033 CLAS5 B |
Oct 30, 2025 Dependent | Nov 6, 2025 | ADP Automatic Data Processing, Inc. | Buy | 30.59estimated | $261.53 | $1,001 – $15,000 | 8221231 AUTOMATIC DATA PROCESSING INC. COM |
Oct 30, 2025 Dependent | Nov 6, 2025 | ABT Abbott Laboratories | Buy | 64.17estimated | $124.67 | $1,001 – $15,000 | 8221231 ABBOTT LABORATORIES |
Oct 30, 2025 Dependent | Nov 6, 2025 | — LINDE PLO COM EURD.001 | Buy | — | — | $1,001 – $15,000 | 8221231 LINDE PLO COM EURD.001 |
Oct 30, 2025 Member | Nov 6, 2025 | WM Waste Management, Inc. | Buy | 39.89estimated | $200.57 | $1,001 – $15,000 | 8221231 /WASTE MANAGEMENT INC |
Oct 30, 2025 Spouse | Nov 6, 2025 | VZ Verizon Communications Inc. | Buy | 205.35estimated | $38.96 | $1,001 – $15,000 | 8221231 VERIZON COMMUNICATIONS INC |
Oct 30, 2025 Spouse | Nov 6, 2025 | — NVR INC COM USDO.D1 | Buy | — | — | $1,001 – $15,000 | 8221231 NVR INC COM USDO.D1 |
Oct 30, 2025 Spouse | Nov 6, 2025 | — MONDELEZ INTL INC COM NPV | Buy | — | — | $1,001 – $15,000 | 8221231 MONDELEZ INTL INC COM NPV |
Oct 30, 2025 Spouse | Nov 6, 2025 | — JOHNSON SUDHNSON COM | Buy | — | — | $1,001 – $15,000 | 8221231 JOHNSON SUDHNSON COM |
Oct 30, 2025 Spouse | Nov 6, 2025 | INVH Invitation Homes Inc. | Buy | 281.61estimated | $28.41 | $1,001 – $15,000 | 8221231 INVITATION HOMES INC COM |
Oct 30, 2025 Spouse | Nov 6, 2025 | HD Home Depot, Inc. (The) | Buy | 21.08estimated | $379.55 | $1,001 – $15,000 | 8221231 HOME DEPOT INC |
Oct 30, 2025 Spouse | Nov 6, 2025 | CI The Cigna Group | Buy | 32.38estimated | $247.10 | $1,001 – $15,000 | 8221231 THE CIGNA GROUP COM |
Oct 30, 2025 Spouse | Nov 6, 2025 | ADP Automatic Data Processing, Inc. | Buy | 30.59estimated | $261.53 | $1,001 – $15,000 | 8221231 AUTOMATIC DATA PROCESSING INC COM |
Oct 30, 2025 Spouse | Nov 6, 2025 | ABT Abbott Laboratories | Buy | 64.17estimated | $124.67 | $1,001 – $15,000 | 8221231 ABBOTT LABORATORIES |
Oct 29, 2025 Spouse | Nov 6, 2025 | WM Waste Management, Inc. | Buy | 40.5estimated | $197.53 | $1,001 – $15,000 | 8221231 WASTE MANAGEMENT INC CMN |
Oct 27, 2025 Spouse | Nov 6, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8221231 CATERPILLAR INC (DELAWARE) CMN |
Oct 27, 2025 Spouse | Nov 6, 2025 | HCA HCA Healthcare, Inc. | Sell | 17.1estimated | $467.86 | $1,001 – $15,000 | 8221231 HCA HEALTHCARE, INC CMN |
Oct 27, 2025 Dependent | Nov 6, 2025 | — FERGUSON ENTERPRISES ING CMN | Receive | — | — | $1,001 – $15,000 | 8221231 FERGUSON ENTERPRISES ING CMN |
Oct 27, 2025 Dependent | Nov 6, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8221231 CATERPILLAR INC (DELAWARE) CMN |
Oct 24, 2025 Member | Nov 6, 2025 | EQT EQT Corporation | Buy | 605.22estimated | $53.70 | $15,001 – $50,000 | 8221231 EQT CORPORATION CMN x |
Oct 24, 2025 Member | Nov 6, 2025 | URI United Rentals, Inc. | Buy | 35.58estimated | $913.33 | $15,001 – $50,000 | 8221231 UNITED RENTALS, INC. CMN |
Oct 23, 2025 Spouse | Nov 6, 2025 | TXN Texas Instruments Incorporated | Buy | 46.46estimated | $172.19 | $1,001 – $15,000 | 8221231 TEXAS INSTRUMENTS INC. CMN |
Oct 21, 2025 Member | Nov 6, 2025 | — P COOPER COS INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8221231 P COOPER COS INC/THE CMN |
Oct 20, 2025 Member | Nov 6, 2025 | — P AMRIZE AG CMN | Buy | — | — | $1,001 – $15,000 | 8221231 P AMRIZE AG CMN |
Oct 17, 2025 Member | Nov 6, 2025 | COHR Coherent Corp. | Buy | 68.76estimated | $116.35 | $1,001 – $15,000 | 8221231 COHERENT CORP CMN |
Oct 16, 2025 Spouse | Nov 6, 2025 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8221231 AON PUBLIC LIMITED COMPANY CMN |
Oct 16, 2025 Dependent | Nov 6, 2025 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8221231 CLASSA |
Oct 15, 2025 Spouse | Nov 6, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 271.94estimated | $29.42 | $1,001 – $15,000 | 8221231 JULTRA CLEAN HOLDINGS, INC. CMN |
Oct 14, 2025 Dependent | Nov 6, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 285.94estimated | $27.98 | $1,001 – $15,000 | 8221231 ULTRA CLEAN HOLDINGS, INC. CMN |
Oct 8, 2025 Spouse | Nov 6, 2025 | — NURING CMN | Buy | — | — | $1,001 – $15,000 | 8221231 NURING CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | IP International Paper Company | Sell | 174.15estimated | $45.94 | $1,001 – $15,000 | 8221231 INTERNATIONAL PAPER CO. CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | HOOD Robinhood Markets, Inc. Class A | Buy | 55.18estimated | $145.00 | $1,001 – $15,000 | 8221231 ROBINHOOD MARKETS, INC. CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | TGT Target Corporation | Buy | 89.62estimated | $89.27 | $1,001 – $15,000 | 8221231 TARGET CORPORATION CMN x |
Oct 7, 2025 Member | Nov 6, 2025 | — P CLOROX CO (THE) (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8221231 P CLOROX CO (THE) (DELAWARE) CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221231 MC DONALDS CORP CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | MRSH Marsh | Buy | 39.25estimated | $203.84 | $1,001 – $15,000 | 8221231 MARSH & MCLENNAN CO INC CMN |
Oct 7, 2025 Member | Nov 6, 2025 | — AVALONBAY COMMUNIES INC CIMN | Buy | — | — | $1,001 – $15,000 | 8221231 AVALONBAY COMMUNIES INC CIMN |
Oct 7, 2025 Member | Nov 6, 2025 | KDP Keurig Dr Pepper Inc. | Buy | 315.85estimated | $25.33 | $1,001 – $15,000 | 8221231 P KEURIG DR PEPPER INC. CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8221231 AON PUBLIC LIMITED COMPANY CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | TMUS T-Mobile US, Inc. | Buy | 35.14estimated | $227.68 | $1,001 – $15,000 | 8221231 I-MOBILE US, INC. CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | — TRUIST FINANCIAL CORPORATION EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8221231 TRUIST FINANCIAL CORPORATION EQUITY RESIDENTIAL CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | ECL Ecolab Inc. | Buy | 28.68estimated | $278.99 | $1,001 – $15,000 | 8221231 ECOLAB INC. CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | LOW Lowe's Companies, Inc. | Buy | 33.35estimated | $239.89 | $1,001 – $15,000 | 8221231 LOWES COMPANIES INC CMN x |
Oct 7, 2025 Spouse | Nov 6, 2025 | AJG Arthur J. Gallagher & Co. | Buy | 25.82estimated | $309.81 | $1,001 – $15,000 | 8221231 ARTHUR I GALLAGHER & CO CMN x |
Oct 7, 2025 Spouse | Nov 6, 2025 | FICO Fair Isaac Corporation | Buy | 4.26estimated | $1,880 | $1,001 – $15,000 | 8221231 FAIR ISAAC INC CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | — AMCOR PLE CMN | Buy | — | — | $1,001 – $15,000 | 8221231 AMCOR PLE CMN |
Oct 7, 2025 Spouse | Nov 6, 2025 | MS Morgan Stanley | Buy | 51.3estimated | $155.97 | $1,001 – $15,000 | 8221231 MORGAN STANLEY CMN |
Oct 7, 2025 Member | Nov 6, 2025 | AMP Ameriprise Financial, Inc. | Buy | 16.07estimated | $497.79 | $1,001 – $15,000 | 8221231 AMERIPRISE FINANCIAL, INC, CMN |
Oct 7, 2025 Member | Nov 6, 2025 | DIS Walt Disney Company (The) | Buy | 71.1estimated | $112.53 | $1,001 – $15,000 | 8221231 WALT DISNEY COMPANY (THE) CMN |
Oct 6, 2025 Member | Nov 6, 2025 | EQH Equitable Holdings, Inc. | Buy | 157.09estimated | $50.93 | $1,001 – $15,000 | 8221231 P EQUITABLE HOLDINGS INC CMN |
Oct 2, 2025 Spouse | Nov 6, 2025 | — DECKERS OUTDOORS CORP CMN • | Buy | — | — | $1,001 – $15,000 | 8221231 DECKERS OUTDOORS CORP CMN • |
Oct 1, 2025 Member | Nov 6, 2025 | — P GRAPHIC PACKAGING HIDGCO CMN | Buy | — | — | $1,001 – $15,000 | 8221231 P GRAPHIC PACKAGING HIDGCO CMN |
Sep 30, 2025 Spouse | Oct 3, 2025 | — (DECKERS OUTDOORS CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115679 (DECKERS OUTDOORS CORP CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | BALL Ball Corporation | Sell | 161.3estimated | $49.60 | $1,001 – $15,000 | 9115679 BALL CORPORATION CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — MGMRESORTS INTERNATIONAL CMN | Buy | — | — | $1,001 – $15,000 | 9115679 MGMRESORTS INTERNATIONAL CMN |
Sep 29, 2025 Member | Oct 3, 2025 | — DIC CARNIVAL CORPORATION CMN | Receive | — | — | $1,001 – $15,000 | 9115679 DIC CARNIVAL CORPORATION CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — LAIR PRODUCTS & CHEMICALS INC CIN | Buy | — | — | $1,001 – $15,000 | 9115679 LAIR PRODUCTS & CHEMICALS INC CIN |
Sep 29, 2025 Member | Oct 3, 2025 | KMB Kimberly-Clark Corporation | Buy | 65.23estimated | $122.66 | $1,001 – $15,000 | 9115679 bc KIMBERLY-CLARK CORPORATION CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115679 INTL BUSINESS MACHINES CORP CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — BEST BUY COINC CMN | Buy | — | — | $1,001 – $15,000 | 9115679 BEST BUY COINC CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | FTV Fortive Corporation Common Stock | Buy | 163.58estimated | $48.91 | $1,001 – $15,000 | 9115679 FORTIVE CORPORATION CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | CAG ConAgra Brands, Inc. | Buy | 443.49estimated | $18.04 | $1,001 – $15,000 | 9115679 CONAGRA BRANDS INC CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 9115679 WARNER BROS DISCOVERY INC CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — (AMCOR PLC CIN | Buy | — | — | $1,001 – $15,000 | 9115679 (AMCOR PLC CIN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — UDR INC CANN | Buy | — | — | $1,001 – $15,000 | 9115679 UDR INC CANN |
Sep 29, 2025 Dependent | Oct 3, 2025 | IQV IQVIA Holdings, Inc. | Buy | 44.27estimated | $180.72 | $1,001 – $15,000 | 9115679 IQVIA HOLDINGS INC CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | TTD The Trade Desk, Inc. Class A | Buy | 161.17estimated | $49.64 | $1,001 – $15,000 | 9115679 TRADE DESK INC. (THE) CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | VRSK Verisk Analytics, Inc. | Buy | 32.16estimated | $248.78 | $1,001 – $15,000 | 9115679 VERISK ANALYTICS, INC. CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — CME GROUP INC. CAN CLASS A | Buy | — | — | $1,001 – $15,000 | 9115679 CME GROUP INC. CAN CLASS A |
Sep 29, 2025 Dependent | Oct 3, 2025 | — BOOKING HOLDINGS INC. CMM | Buy | — | — | $1,001 – $15,000 | 9115679 BOOKING HOLDINGS INC. CMM |
Sep 29, 2025 Dependent | Oct 3, 2025 | FDS FactSet Research Systems Inc. | Buy | 27.52estimated | $290.67 | $1,001 – $15,000 | 9115679 FACTSET RESEARCH SYSTEMS INC CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — THERMO FISHER SCIENTIFI INC CMN X | Buy | — | — | $1,001 – $15,000 | 9115679 THERMO FISHER SCIENTIFI INC CMN X |
Sep 29, 2025 Dependent | Oct 3, 2025 | — ELEVANCE HEALTH THIC CAN | Buy | — | — | $1,001 – $15,000 | 9115679 ELEVANCE HEALTH THIC CAN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — PHILP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 9115679 PHILP MORRIS INTL INC CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — LA VOTING | Buy | — | — | $1,001 – $15,000 | 9115679 LA VOTING |
Sep 29, 2025 Dependent | Oct 3, 2025 | GIS General Mills, Inc. | Buy | 161.11estimated | $49.66 | $1,001 – $15,000 | 9115679 GENERAL MILLS INC CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — LOHNSON & JOHNSON CMN | Buy | — | — | $1,001 – $15,000 | 9115679 LOHNSON & JOHNSON CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — METFE, INC. CIVIN | Buy | — | — | $1,001 – $15,000 | 9115679 METFE, INC. CIVIN |
Sep 29, 2025 Dependent | Oct 3, 2025 | MSCI MSCI Inc. | Buy | 14.06estimated | $568.90 | $1,001 – $15,000 | 9115679 MSCI INC. CMN * |
Sep 29, 2025 Member | Oct 3, 2025 | — DIC COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 9115679 DIC COMMON STOCK |
Sep 29, 2025 Dependent | Oct 3, 2025 | CRM Salesforce, Inc. | Buy | 32.64estimated | $245.10 | $1,001 – $15,000 | 9115679 SALESFORCE INC CMN |
Sep 29, 2025 Dependent | Oct 3, 2025 | — ACCENTURE PLC CAN CLASS A | Buy | — | — | $1,001 – $15,000 | 9115679 ACCENTURE PLC CAN CLASS A |
Sep 25, 2025 Dependent | Oct 3, 2025 | EQH Equitable Holdings, Inc. | Buy | 154.03estimated | $51.94 | $1,001 – $15,000 | 9115679 EQUITABLE HOLDINGS INC CMN |
Sep 25, 2025 Member | Oct 3, 2025 | — OC CMN | Buy | — | — | $1,001 – $15,000 | 9115679 OC CMN |
Sep 25, 2025 Dependent | Oct 3, 2025 | — EQUINIX, INC REIT x | Buy | — | — | $1,001 – $15,000 | 9115679 EQUINIX, INC REIT x |
Sep 25, 2025 Dependent | Oct 3, 2025 | NDAQ Nasdaq, Inc. | Receive | 92.25estimated | $86.73 | $1,001 – $15,000 | 9115679 NASDAQ INC. CMN |
Sep 23, 2025 Spouse | Oct 3, 2025 | MU Micron Technology, Inc. | Sell | 48.08estimated | $166.41 | $1,001 – $15,000 | 9115679 MICRON TECHNOLOGY, INC, CMN |
Sep 22, 2025 Spouse | Oct 3, 2025 | MU Micron Technology, Inc. | Sell | 48.6estimated | $164.62 | $1,001 – $15,000 | 9115679 MICRON TECHNOLOGY, INC. CMN |
Sep 17, 2025 Spouse | Oct 3, 2025 | — DECKERS OUTODORS CORP CAN * | Buy | — | — | $1,001 – $15,000 | 9115679 DECKERS OUTODORS CORP CAN * |
Sep 17, 2025 Dependent | Oct 3, 2025 | — DECKERS OUTDOORS CORP OWN | Buy | — | — | $1,001 – $15,000 | 9115679 DECKERS OUTDOORS CORP OWN |
Sep 15, 2025 Spouse | Oct 3, 2025 | — ZDETIS INC. CMN | Buy | — | — | $1,001 – $15,000 | 9115679 ZDETIS INC. CMN |
Sep 15, 2025 Dependent | Oct 3, 2025 | — ZOETIS INC. CAN CLASS A | Buy | — | — | $1,001 – $15,000 | 9115679 ZOETIS INC. CAN CLASS A |
Sep 15, 2025 Dependent | Oct 3, 2025 | — ZOETI5 INC. CMN | Buy | — | — | $1,001 – $15,000 | 9115679 ZOETI5 INC. CMN |
Sep 10, 2025 Dependent | Oct 3, 2025 | BAC Bank of America Corporation | Receive | 159.6estimated | $50.13 | $1,001 – $15,000 | 9115679 I BANK OF AMERICA CORP CMN |
Sep 5, 2025 Dependent | Oct 3, 2025 | EQH Equitable Holdings, Inc. | Buy | 149.91estimated | $53.37 | $1,001 – $15,000 | 9115679 EQUITABLE HOLDINGS INC CMN |
Sep 5, 2025 Spouse | Oct 3, 2025 | — TRADE DESK, INC. (THEI CMN | Sell | — | — | $1,001 – $15,000 | 9115679 TRADE DESK, INC. (THEI CMN |
Sep 5, 2025 Member | Oct 3, 2025 | — CROWOSTRIKE HOLDINGS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 9115679 CROWOSTRIKE HOLDINGS, INC. CMN |
Sep 5, 2025 Spouse | Oct 3, 2025 | ABNB Airbnb, Inc. Class A | Sell | 64.62estimated | $123.81 | $1,001 – $15,000 | 9115679 AIRBNB, INC. CMN |
Sep 5, 2025 Spouse | Oct 3, 2025 | — LINT FLAVORS & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 9115679 LINT FLAVORS & FRAGRANCE CMN |
Sep 5, 2025 Member | Oct 3, 2025 | DDOG Datadog, Inc. Class A | Sell | 58.79estimated | $136.08 | $1,001 – $15,000 | 9115679 DATADOG, INC, CMN |
Sep 5, 2025 Spouse | Oct 3, 2025 | CAG ConAgra Brands, Inc. | Sell | 414.96estimated | $19.28 | $1,001 – $15,000 | 9115679 CONAGRA BRANDS INC CMN |
Sep 5, 2025 Spouse | Oct 3, 2025 | — COOPER COS INC/THE CMN | Sell | — | — | $1,001 – $15,000 | 9115679 COOPER COS INC/THE CMN |
Sep 5, 2025 Spouse | Oct 3, 2025 | — RALPH LAUREN CORP CHIN CLASS A | Buy | — | — | $1,001 – $15,000 | 9115679 RALPH LAUREN CORP CHIN CLASS A |
Sep 5, 2025 Dependent | Oct 3, 2025 | — CORPORATION CIVEN | Buy | — | — | $1,001 – $15,000 | 9115679 CORPORATION CIVEN |
Sep 5, 2025 Spouse | Oct 3, 2025 | — VERISK ANALYTICS, ING CHIN | Sell | — | — | $1,001 – $15,000 | 9115679 VERISK ANALYTICS, ING CHIN |
Sep 5, 2025 Member | Oct 3, 2025 | KMB Kimberly-Clark Corporation | Buy | 61.59estimated | $129.89 | $1,001 – $15,000 | 9115679 P KIMBERLY-CLARK CORPORATION CMN |
Sep 5, 2025 Spouse | Oct 3, 2025 | PYPL PayPal Holdings, Inc. | Sell | 117.21estimated | $68.26 | $1,001 – $15,000 | 9115679 PAYPAL HOLDINGS, INC CMN |
Sep 5, 2025 Spouse | Oct 3, 2025 | FDS FactSet Research Systems Inc. | Buy | 21.56estimated | $371.01 | $1,001 – $15,000 | 9115679 FACTSET RESEARCH SYSTEMS INC CMN |
Sep 5, 2025 Spouse | Oct 3, 2025 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 9115679 EQUINIX, INC. REIT |
Sep 5, 2025 Spouse | Oct 3, 2025 | — MOTORDLA SOLUTIONS NICCMM | Buy | — | — | $1,001 – $15,000 | 9115679 MOTORDLA SOLUTIONS NICCMM |
Sep 5, 2025 Spouse | Oct 3, 2025 | DIS Walt Disney Company (The) | Buy | 67.85estimated | $117.91 | $1,001 – $15,000 | 9115679 WALT DISNEY COMPANY (THE) CMN |
Sep 5, 2025 Dependent | Oct 3, 2025 | — SBA COMMUNICATIONS COLGATE-PALMOLIVE CO CMN | Buy | — | — | $1,001 – $15,000 | 9115679 SBA COMMUNICATIONS COLGATE-PALMOLIVE CO CMN |
Sep 5, 2025 Spouse | Oct 3, 2025 | — ZOETIS INC EMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 9115679 ZOETIS INC EMIN CLASS A |
Sep 5, 2025 Spouse | Oct 3, 2025 | PANW Palo Alto Networks, Inc. | Buy | 41.14estimated | $194.46 | $1,001 – $15,000 | 9115679 PALO ALTO NETWORKS INC, CMN * |
Sep 5, 2025 Spouse | Oct 3, 2025 | — INTUTIVE SURGICAL, INC. CMN | Buy | — | — | $1,001 – $15,000 | 9115679 INTUTIVE SURGICAL, INC. CMN |
Sep 5, 2025 Dependent | Oct 3, 2025 | — CAPITALONE FINANCIAL CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115679 CAPITALONE FINANCIAL CORP CMN |
Sep 5, 2025 Member | Oct 3, 2025 | AVGO Broadcom Inc. | Buy | 23.89estimated | $334.89 | $1,001 – $15,000 | 9115679 BROADCOM INC, CMN |
Sep 5, 2025 Dependent | Oct 3, 2025 | — L-MOSLE US, ING CMN | Buy | — | — | $1,001 – $15,000 | 9115679 L-MOSLE US, ING CMN |
Sep 5, 2025 Dependent | Oct 3, 2025 | AMZN Amazon.com, Inc. | Receive | 34.44estimated | $232.33 | $1,001 – $15,000 | 9115679 AMAZON.COM INC CMN |
Sep 5, 2025 Member | Oct 3, 2025 | MRVL Marvell Technology, Inc. | Receive | 126.33estimated | $63.33 | $1,001 – $15,000 | 9115679 MARVELL, TECHNOLOGY, INC. CMN |
Sep 5, 2025 Dependent | Oct 3, 2025 | — (ACCENTURE PLE CHN CLASS A | Sell | — | — | $1,001 – $15,000 | 9115679 (ACCENTURE PLE CHN CLASS A |
Sep 5, 2025 Dependent | Oct 3, 2025 | GOOGL Alphabet Inc. Class A | Buy | 34.04estimated | $235.00 | $1,001 – $15,000 | 9115679 ALPHABET INC, CMN |
Sep 3, 2025 Dependent | Oct 3, 2025 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Buy | 25.99estimated | $307.88 | $1,001 – $15,000 | 9115679 UNITEDHEALTH GROUP INC |
Sep 3, 2025 Dependent | Oct 3, 2025 | — CLASSE BERKSHIRE HATHAWAY BVC COM USDO.0033 | Buy | — | — | $1,001 – $15,000 | 9115679 CLASSE BERKSHIRE HATHAWAY BVC COM USDO.0033 |
Sep 3, 2025 Dependent | Oct 3, 2025 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Buy | 25.99estimated | $307.88 | $1,001 – $15,000 | 9115679 UNITEDHEALTH GROUP INC |
Sep 3, 2025 Spouse | Oct 3, 2025 | — CLASS B BERKSHIRE HATHAWAY INC COM USD0,0033 | Buy | — | — | $1,001 – $15,000 | 9115679 CLASS B BERKSHIRE HATHAWAY INC COM USD0,0033 |
Sep 3, 2025 Spouse | Oct 3, 2025 | — UNTEDHENTH GROUR INC | Buy | — | — | $1,001 – $15,000 | 9115679 UNTEDHENTH GROUR INC |
Sep 3, 2025 Spouse | Oct 3, 2025 | BAX Baxter International Inc. | Buy | 339.87estimated | $23.54 | $1,001 – $15,000 | 9115679 BAXTER INTERNATIONAL INC. CMN |
Sep 3, 2025 Spouse | Oct 3, 2025 | — DECKERS OUTDOORS CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115679 DECKERS OUTDOORS CORP CMN |
Sep 2, 2025 Spouse | Oct 3, 2025 | — DECKERS OUTDOOAS CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115679 DECKERS OUTDOOAS CORP CMN |
Aug 29, 2025 Dependent | Oct 3, 2025 | — AGILENT TECHNOLOGIES, ING CMN | Buy | — | — | $1,001 – $15,000 | 9115679 AGILENT TECHNOLOGIES, ING CMN |
Aug 26, 2025 Dependent | Sep 9, 2025 | — PAYCHEX, INC. CNN | Sell | — | — | $15,001 – $50,000 | 9115676 PAYCHEX, INC. CNN |
Aug 26, 2025 Dependent | Sep 9, 2025 | MET MetLife, Inc. | Buy | 401.19estimated | $81.01 | $15,001 – $50,000 | 9115676 METLIFE, INC. CMN |
Aug 26, 2025 Dependent | Sep 9, 2025 | XYZ Block, Inc. Class A Common Stock, | Sell | 101.56estimated | $78.78 | $1,001 – $15,000 | 9115676 BLOCK, INC. CMN |
Aug 26, 2025 Dependent | Sep 9, 2025 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 9115676 EQUITY RESIDENTIAL CMN |
Aug 26, 2025 Dependent | Sep 9, 2025 | — CLOROX CO (THE LOELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 9115676 CLOROX CO (THE LOELAWARE) CMN |
Aug 26, 2025 Dependent | Sep 9, 2025 | WY Weyerhaeuser Company | Buy | 305.71estimated | $26.17 | $1,001 – $15,000 | 9115676 I WEYERHAEUSER COMPANY CMN |
Aug 26, 2025 Dependent | Sep 9, 2025 | CPAY Corpay, Inc. | Sell | 24.6estimated | $325.17 | $1,001 – $15,000 | 9115676 CORPAY INC CMN |
Aug 26, 2025 Dependent | Sep 9, 2025 | MRSH Marsh | Buy | 38.76estimated | $206.42 | $1,001 – $15,000 | 9115676 MARSH & MCLENNAN CO INC CMN |
Aug 26, 2025 Member | Sep 9, 2025 | — DIC EQUINIX, INC. REIT | Sell | — | — | $1,001 – $15,000 | 9115676 DIC EQUINIX, INC. REIT |
Aug 25, 2025 Spouse | Oct 3, 2025 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 9115679 A VOTING |
Aug 24, 2025 Dependent | Oct 3, 2025 | — MIRION TECHNOLDGIES INC CHIN | Buy | — | — | $1,001 – $15,000 | 9115679 MIRION TECHNOLDGIES INC CHIN |
Aug 19, 2025 Dependent | Sep 9, 2025 | — ARLSTA NETWORKS, INC. CMN | Sell | — | — | $1,001 – $15,000 | 9115676 ARLSTA NETWORKS, INC. CMN |
Aug 14, 2025 Spouse | Sep 9, 2025 | EXR Extra Space Storage Inc | Buy | 58.56estimated | $136.63 | $1,001 – $15,000 | 9115676 EXTRA SPACE STORAGE INC, CMN |
Aug 8, 2025 Member | Sep 9, 2025 | — OC DC PINTEREST INC CMN | Receive | — | — | $15,001 – $50,000 | 9115676 OC DC PINTEREST INC CMN |
Aug 4, 2025 Dependent | Sep 9, 2025 | PINS Pinterest, Inc. Class A | Sell | 204.77estimated | $39.07 | $1,001 – $15,000 | 9115676 PINTEREST INC CMN |
Aug 4, 2025 Spouse | Sep 9, 2025 | — CATERPHLLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 9115676 CATERPHLLAR INC (DELAWARE) CMN |
Aug 4, 2025 Spouse | Sep 9, 2025 | — BERKSHIRE HATHAWAYINC. CLASS B | Buy | — | — | $1,001 – $15,000 | 9115676 BERKSHIRE HATHAWAYINC. CLASS B |
Aug 4, 2025 Spouse | Sep 9, 2025 | — P.... PUBUC STORAGE CAN DANAHER CORPORATION CMN | Buy | — | — | $15,001 – $50,000 | 9115676 P.... PUBUC STORAGE CAN DANAHER CORPORATION CMN |
Aug 4, 2025 Spouse | Sep 9, 2025 | JNJ Johnson & Johnson | Sell | 190.02estimated | $171.04 | $15,001 – $50,000 | 9115676 JOHNSON & JOHNSON CMN |
Aug 3, 2025 Spouse | Sep 4, 2026 | KEYS Keysight Technologies Inc. | Buy | 50.42estimated | $158.68 | $1,001 – $15,000 | 9116328 KEYSIGHT TECHNOLOGIES INC CMN |
Aug 1, 2025 Dependent | Aug 7, 2025 | TENB Tenable Holdings, Inc. | Buy | 5,724.58estimated | $30.57 | $100,001 – $250,000 | 9115671 TENABLE HOLDINGS, INC CMN |
Jul 30, 2025 Dependent | Aug 7, 2025 | — THERMO FISHER SCIENTIFK INC CMN | Buy | — | — | $1,001 – $15,000 | 9115671 THERMO FISHER SCIENTIFK INC CMN |
Jul 29, 2025 Spouse | Aug 7, 2026 | — UBER TECHNOLOGIES ING CMN | Buy | — | — | $1,001 – $15,000 | 9116267 UBER TECHNOLOGIES ING CMN |
Jul 29, 2025 Dependent | Aug 7, 2025 | — VANGUARD SPECULZED FUNDS DIV AFP ETF | Buy | — | — | $1,001 – $15,000 | 9115671 VANGUARD SPECULZED FUNDS DIV AFP ETF |
Jul 29, 2025 Dependent | Aug 7, 2025 | — IVANELARD SPECLALIZED FUNDS DIV APP ETE | Buy | — | — | $1,001 – $15,000 | 9115671 IVANELARD SPECLALIZED FUNDS DIV APP ETE |
Jul 29, 2025 Dependent | Aug 7, 2025 | — VANGUARD SPECIAUZED FUNDS DIV APP ETF | Buy | — | — | $1,001 – $15,000 | 9115671 VANGUARD SPECIAUZED FUNDS DIV APP ETF |
Jul 29, 2025 Spouse | Aug 7, 2025 | — TO BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 9115671 TO BASKET OF INDICES |
Jul 29, 2025 Dependent | Aug 7, 2025 | — BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 9115671 BASKET OF INDICES |
Jul 25, 2025 Dependent | Aug 7, 2025 | — ERGUSON ENTERPRISES INC CMN | Buy | — | — | $1,001 – $15,000 | 9115671 ERGUSON ENTERPRISES INC CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — LULULEMON ATHLETICA INC. CAN | Buy | — | — | $1,001 – $15,000 | 9115671 LULULEMON ATHLETICA INC. CAN |
Jul 25, 2025 Member | Aug 7, 2025 | — ac ¡INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115671 ac ¡INTL BUSINESS MACHINES CORP CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — UNION PACIFIC CORPON | Sell | — | — | $1,001 – $15,000 | 9115671 UNION PACIFIC CORPON |
Jul 25, 2025 Dependent | Aug 7, 2025 | — CHIPOTLE MEXICAN GRILL, INC. CAN | Buy | — | — | $1,001 – $15,000 | 9115671 CHIPOTLE MEXICAN GRILL, INC. CAN |
Jul 25, 2025 Dependent | Aug 7, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Sell | 28.26estimated | $283.15 | $1,001 – $15,000 | 9115671 ACCENTURE PLC CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 9115671 AON PUBLIC LIMITED COMPANY CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | DOW Dow Inc. Common Stock | Sell | 313.62estimated | $25.51 | $1,001 – $15,000 | 9115671 IDOW INC CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | ADI Analog Devices, Inc. | Sell | 35.12estimated | $227.82 | $1,001 – $15,000 | 9115671 ANALOG DEVICES, INC. CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | COF Capital One Financial Corporation | Buy | 37.59estimated | $212.85 | $1,001 – $15,000 | 9115671 CAPITAL ONE FINANCIAL CORP CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | SPG Simon Property Group, Inc. | Buy | 47.88estimated | $167.11 | $1,001 – $15,000 | 9115671 SIMON PROPERTY GROUP INC CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — AVALONBAY COMMUNITIES ING CMN | Buy | — | — | $1,001 – $15,000 | 9115671 AVALONBAY COMMUNITIES ING CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | ROST Ross Stores, Inc. | Sell | 57.84estimated | $138.33 | $1,001 – $15,000 | 9115671 ROSS STORES, INC CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — PROLOGIS INC CMAN | Sell | — | — | $1,001 – $15,000 | 9115671 PROLOGIS INC CMAN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — AVERY DENNISON CORPORATION CHIN | Buy | — | — | $1,001 – $15,000 | 9115671 AVERY DENNISON CORPORATION CHIN |
Jul 25, 2025 Dependent | Aug 7, 2025 | WMT Walmart Inc. | Buy | 82.08estimated | $97.47 | $1,001 – $15,000 | 9115671 WALMART INC CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — MARSH & MCLENNAN CO INC OMN | Buy | — | — | $100,001 – $250,000 | 9115671 MARSH & MCLENNAN CO INC OMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | HUM Humana Inc. | Buy | 33.62estimated | $237.98 | $1,001 – $15,000 | 9115671 HUMANA INC, CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — AFLAC INCORPORATED CMIN | Buy | — | — | $1,001 – $15,000 | 9115671 AFLAC INCORPORATED CMIN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — SHERWIN-WILLIAMS GO CMN | Buy | — | — | $1,001 – $15,000 | 9115671 SHERWIN-WILLIAMS GO CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — TRADE DESK, INC. (THE CNN | Buy | — | — | $1,001 – $15,000 | 9115671 TRADE DESK, INC. (THE CNN |
Jul 25, 2025 Dependent | Aug 7, 2025 | CPRT Copart, Inc. (DE) | Buy | 171.35estimated | $46.69 | $1,001 – $15,000 | 9115671 COPART, INC. CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | TGT Target Corporation | Buy | 75.44estimated | $106.05 | $1,001 – $15,000 | 9115671 TARGET CORPORATION CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | IT Gartner, Inc. | Buy | 22.43estimated | $356.64 | $1,001 – $15,000 | 9115671 GARTNER, INC. CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — INTLELAVORS & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 9115671 INTLELAVORS & FRAGRANCE CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | GPN Global Payments Inc. | Buy | 93.29estimated | $85.76 | $1,001 – $15,000 | 9115671 GLOBAL PAYMENTS INC CMN |
Jul 25, 2025 Dependent | Aug 7, 2025 | — THE KRAFT HEINZ CO CAN | Buy | — | — | $1,001 – $15,000 | 9115671 THE KRAFT HEINZ CO CAN |
Jul 25, 2025 Dependent | Aug 7, 2025 | CPB The Campbell's Company | Buy | 244.96estimated | $32.66 | $1,001 – $15,000 | 9115671 THE CAMPBELL'S COMPANY CMN |
Jul 24, 2025 Spouse | Aug 7, 2025 | CL Colgate-Palmolive Company | Buy | 90.45estimated | $88.45 | $1,001 – $15,000 | 9115671 COLGATE-PALMOLIVE CO CMN |
Jul 24, 2025 Dependent | Aug 7, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 9115671 CATERPILLAR INC (DELAWARE) CMN |
Jul 23, 2025 Member | Aug 7, 2025 | TXN Texas Instruments Incorporated | Buy | 42.96estimated | $186.25 | $1,001 – $15,000 | 9115671 P TEXAS INSTRUMENTS INC. CMN |
Jul 21, 2025 Dependent | Aug 7, 2025 | — VANGUARD SPECIALLED FUIMOS DIV MAP ETF | Buy | — | — | $100,001 – $250,000 | 9115671 VANGUARD SPECIALLED FUIMOS DIV MAP ETF |
Jul 21, 2025 Dependent | Aug 7, 2025 | — VANGUARD SPACIALIZED FUNOS QIV APP ETF | Buy | — | — | $1,001 – $15,000 | 9115671 VANGUARD SPACIALIZED FUNOS QIV APP ETF |
Jul 21, 2025 Dependent | Aug 7, 2025 | — VANGUARD SPECIALIZED FUNDS DIV APP ETF | Buy | — | — | $1,001 – $15,000 | 9115671 VANGUARD SPECIALIZED FUNDS DIV APP ETF |
Jul 21, 2025 Spouse | Aug 7, 2025 | — VANGUARD SPECIALIICO FUNDS OIV APP ETP | Buy | — | — | $1,001 – $15,000 | 9115671 VANGUARD SPECIALIICO FUNDS OIV APP ETP |
Jul 21, 2025 Dependent | Aug 7, 2025 | — VANGUARD SPECIALZED FUNDS DIV APP ETF | Buy | — | — | $100,001 – $250,000 | 9115671 VANGUARD SPECIALZED FUNDS DIV APP ETF |
Jul 21, 2025 Dependent | Aug 7, 2025 | — VANGUARD SPECIALZEO FUNDS DNV APPETF | Buy | — | — | $1,001 – $15,000 | 9115671 VANGUARD SPECIALZEO FUNDS DNV APPETF |
Jul 21, 2025 Dependent | Aug 7, 2025 | — VANGUARD SPEELALIZEO FUNDS ONU APP ETF | Buy | — | — | $1,001 – $15,000 | 9115671 VANGUARD SPEELALIZEO FUNDS ONU APP ETF |
Jul 21, 2025 Member | Aug 7, 2025 | — P VANGUARD SPECIAUZEO FUNIOS DIV APP ETF | Buy | — | — | $1,001 – $15,000 | 9115671 P VANGUARD SPECIAUZEO FUNIOS DIV APP ETF |
Jul 20, 2025 Spouse | Aug 7, 2026 | — MCKESSON CORPORATTON CMN | Buy | — | — | $1,001 – $15,000 | 9116267 MCKESSON CORPORATTON CMN |
Jul 17, 2025 Spouse | Aug 7, 2025 | — SEP 500 INDEX | Buy | — | — | $1,001 – $15,000 | 9115671 SEP 500 INDEX |
Jul 10, 2025 Dependent | Aug 7, 2025 | TENB Tenable Holdings, Inc. | Buy | 232.91estimated | $34.35 | $1,001 – $15,000 | 9115671 TENABLE HOLDINGS, INC CMN |
Jul 9, 2025 Member | Aug 7, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 84.04estimated | $95.20 | $1,001 – $15,000 | 9115671 ZIMMER BIOMET HOLDINGS INC |
Jul 9, 2025 Dependent | Aug 7, 2025 | FERG Ferguson Enterprises Inc. | Buy | 35.72estimated | $224.00 | $1,001 – $15,000 | 9115671 FERGUSON ENTERPRISES INC CMN |
Jul 9, 2025 Dependent | Aug 7, 2025 | RRX Regal Rexnord Corporation | Sell | 53.11estimated | $150.65 | $1,001 – $15,000 | 9115671 REGAL REXNORD CORP CMN |
Jul 9, 2025 Member | Aug 7, 2025 | — FERGUSON ENTERPRISES ING CMN | Buy | — | — | $1,001 – $15,000 | 9115671 FERGUSON ENTERPRISES ING CMN |
Jul 8, 2025 Spouse | Aug 7, 2025 | TGT Target Corporation | Buy | 78.43estimated | $102.01 | $1,001 – $15,000 | 9115671 TARGET CORPORATION CMN |
Jul 8, 2025 Spouse | Aug 7, 2025 | WM Waste Management, Inc. | Buy | 35.58estimated | $224.87 | $1,001 – $15,000 | 9115671 WASTE MANAGEMENT INC CMN |
Jul 8, 2025 Dependent | Aug 7, 2025 | KEY KeyCorp | Sell | 432.93estimated | $18.48 | $1,001 – $15,000 | 9115671 KEYCORP CMN |
Jul 8, 2025 Dependent | Aug 7, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 9115671 CATERPILLAR INC (DELAWARE) CMN |
Jul 7, 2025 Dependent | Aug 7, 2026 | — FREEPORT MEMORAN INC CMN | Buy | — | — | $1,001 – $15,000 | 9116267 FREEPORT MEMORAN INC CMN |
Jul 7, 2025 Dependent | Aug 7, 2025 | — P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 9115671 P 500 INDEX |
Jul 5, 2025 Member | Aug 7, 2025 | CL Colgate-Palmolive Company | Buy | 86.23estimated | $92.78 | $1,001 – $15,000 | 9115671 COLGATE-PALMOLIVE CO CMN |
Jul 3, 2025 Dependent | Aug 7, 2025 | — CALL MSFT FLEX EURO PM 470 EXP | Buy | — | — | $1,001 – $15,000 | 9115671 CALL MSFT FLEX EURO PM 470 EXP |
Jul 2, 2025 Member | Aug 7, 2025 | — P MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9115671 P MOODY'S CORPORATION CMN |
Jul 2, 2025 Dependent | Aug 7, 2025 | — INDEX | Buy | — | — | $100,001 – $250,000 | 9115671 INDEX |
Jul 2, 2025 Dependent | Aug 7, 2025 | NVDA NVIDIA Corporation | Buy | 50.88estimated | $157.25 | $1,001 – $15,000 | 9115671 INVIDIA CORPORATION CMN |
Jul 2, 2025 Member | Aug 7, 2025 | COF Capital One Financial Corporation | Buy | 36.56estimated | $218.81 | $1,001 – $15,000 | 9115671 DO CAPITAL ONE FINANCIAL CORP CMN |
Jul 2, 2025 Dependent | Aug 7, 2025 | — DANAHER CORPORATION CMN | Sell | — | — | $1,001 – $15,000 | 9115671 DANAHER CORPORATION CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | KMB Kimberly-Clark Corporation | Buy | 60.79estimated | $131.61 | $1,001 – $15,000 | 9115671 KIMBERLY-CLARK CORPORATION CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — LULLLEMON ATHLETICA INC. CUN | Buy | — | — | $1,001 – $15,000 | 9115671 LULLLEMON ATHLETICA INC. CUN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — INTLFLAVORS & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 9115671 INTLFLAVORS & FRAGRANCE CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — THPING CMN x | Sell | — | — | $1,001 – $15,000 | 9115671 THPING CMN x |
Jul 1, 2025 Member | Aug 7, 2025 | — P AVALONBAY COMMUNTES INC CMN | Buy | — | — | $1,001 – $15,000 | 9115671 P AVALONBAY COMMUNTES INC CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — GENUINE PARTS CO. CNN | Sell | — | — | $1,001 – $15,000 | 9115671 GENUINE PARTS CO. CNN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — TIX COMPANIES INC (NEW CMIN | Buy | — | — | $1,001 – $15,000 | 9115671 TIX COMPANIES INC (NEW CMIN |
Jul 1, 2025 Spouse | Aug 7, 2025 | TMO Thermo Fisher Scientific Inc | Buy | 18.98estimated | $421.47 | $1,001 – $15,000 | 9115671 THERMO FISHER SCIENTIFIC INC CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 9115671 EQUINIX, INC. REIT |
Jul 1, 2025 Spouse | Aug 7, 2025 | PANW Palo Alto Networks, Inc. | Buy | 40.49estimated | $197.58 | $1,001 – $15,000 | 9115671 PALO ALTO NETWORKS INC. CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 9115671 EQUITY RESIDENTIAL CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — CINCINNATI FINANCIAL CRP CMN | Buy | — | — | $1,001 – $15,000 | 9115671 CINCINNATI FINANCIAL CRP CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — HEALTHPEAK OP, LLC CMN | Buy | — | — | $1,001 – $15,000 | 9115671 HEALTHPEAK OP, LLC CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | KHC The Kraft Heinz Company | Buy | 300.66estimated | $26.61 | $1,001 – $15,000 | 9115671 THE KRAFT HEINZ CO CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — CHIPOTLE MEXICAN GAJLL, INC. CMN | Buy | — | — | $1,001 – $15,000 | 9115671 CHIPOTLE MEXICAN GAJLL, INC. CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 9115671 A VOTING |
Jul 1, 2025 Spouse | Aug 7, 2025 | — AIR PRODUCTS & CHEMICALS INC OMN | Buy | — | — | $1,001 – $15,000 | 9115671 AIR PRODUCTS & CHEMICALS INC OMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | BXP BXP, Inc. | Buy | 117.45estimated | $68.12 | $1,001 – $15,000 | 9115671 BXP INC COMMON STOCK |
Jul 1, 2025 Spouse | Aug 7, 2025 | — LAIRBNE, INC CMN | Buy | — | — | $1,001 – $15,000 | 9115671 LAIRBNE, INC CMN |
Jul 1, 2025 Spouse | Aug 7, 2025 | — GRAPHIC PACKAGING HIDGCO CMN | Buy | — | — | $1,001 – $15,000 | 9115671 GRAPHIC PACKAGING HIDGCO CMN |
Jun 30, 2025 Dependent | Jul 9, 2025 | — OHIO HEALTH COMP DOCTORS CHECHIEALTH | Buy | — | — | $100,001 – $250,000 | 8221176 OHIO HEALTH COMP DOCTORS CHECHIEALTH |
Jun 30, 2025 Dependent | Jul 9, 2025 | — ORAL/ROMA FRAMCISCAN ALLANCE INC PALIA SISTERS OF | Buy | — | — | $15,001 – $50,000 | 8221176 ORAL/ROMA FRAMCISCAN ALLANCE INC PALIA SISTERS OF |
Jun 30, 2025 Dependent | Jul 9, 2025 | — BIDINA NIH AUTH HEALTH SIS NEV 003 0L HOOK DEMOL/JOAN FRANCHCAN ALLNICE INE MASJA SISTERS OR | Buy | — | — | $1,001 – $15,000 | 8221176 BIDINA NIH AUTH HEALTH SIS NEV 003 0L HOOK DEMOL/JOAN FRANCHCAN ALLNICE INE MASJA SISTERS OR |
Jun 30, 2025 Dependent | Jul 9, 2025 | — LT/2045 CORP REV HOSP BOS TEXAS CHIDLEMS HOSP 2! HARIS CITY TEX CULTURAL ED PACS FIN EZ.DOOOCT | Buy | — | — | $50,001 – $100,000 | 8221176 LT/2045 CORP REV HOSP BOS TEXAS CHIDLEMS HOSP 2! HARIS CITY TEX CULTURAL ED PACS FIN EZ.DOOOCT |
Jun 29, 2025 Dependent | Jul 9, 2025 | — MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8221176 MOODY'S CORPORATION CMN |
Jun 27, 2025 Dependent | Jul 9, 2025 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221176 AMERICAN INTL GROUP, INC. CMN |
Jun 27, 2025 Dependent | Jul 9, 2025 | PPL PPL Corporation | Buy | 238.39estimated | $33.56 | $1,001 – $15,000 | 8221176 PPL CORPORATION CMN |
Jun 27, 2025 Dependent | Jul 9, 2025 | — (CATERPILLAR INC (DELAWARE, CMN | Buy | — | — | $1,001 – $15,000 | 8221176 (CATERPILLAR INC (DELAWARE, CMN |
Jun 26, 2025 Spouse | Jul 9, 2025 | — KP 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8221176 KP 500 INDEX |
Jun 26, 2025 Dependent | Jul 9, 2025 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8221176 S&P 500 INDEX |
Jun 26, 2025 Dependent | Jul 9, 2025 | — TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8221176 TO S&P 500 INDEX |
Jun 26, 2025 Member | Jul 9, 2025 | — P AKALTA COATING SYSTEMS LTD. CMN | Buy | — | — | $1,001 – $15,000 | 8221176 P AKALTA COATING SYSTEMS LTD. CMN |
Jun 26, 2025 Spouse | Jul 9, 2025 | — CHAN | Buy | — | — | $1,001 – $15,000 | 8221176 CHAN |
Jun 26, 2025 Spouse | Jul 9, 2025 | BAX Baxter International Inc. | Buy | 262.31estimated | $30.50 | $1,001 – $15,000 | 8221176 BAXTER INTERNATIONAL INC, CMN |
Jun 26, 2025 Spouse | Jul 9, 2025 | — MONSGATE STUDIOS CORD CIAN | Buy | — | — | $1,001 – $15,000 | 8221176 MONSGATE STUDIOS CORD CIAN |
Jun 26, 2025 Spouse | Jul 9, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 87.21estimated | $91.74 | $1,001 – $15,000 | 8221176 (ZIMMER BIOMET HOLDINGS INC * |
Jun 25, 2025 Dependent | Jul 9, 2025 | GIS General Mills, Inc. | Buy | 157.86estimated | $50.68 | $1,001 – $15,000 | 8221176 GENERAL MILLS INC CMN |
Jun 25, 2025 Member | Jul 9, 2025 | PENN PENN Entertainment, Inc. | Receive | 459.8estimated | $17.40 | $1,001 – $15,000 | 8221176 P PENN ENTERTAINMENT INC CMN |
Jun 25, 2025 Spouse | Jul 9, 2025 | — MUTUAL FUND | Buy | — | — | $1,001 – $15,000 | 8221176 MUTUAL FUND |
Jun 23, 2025 Dependent | Jul 6, 2026 | NFLX Netflix, Inc. | Buy | 63.82estimated | $125.35 | $1,001 – $15,000 | 9116206 NETFLIX INC |
Jun 23, 2025 Spouse | Jul 9, 2025 | — GRAPHIC PACKAGING HLOGCO CMN | Buy | — | — | $1,001 – $15,000 | 8221176 GRAPHIC PACKAGING HLOGCO CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | BAX Baxter International Inc. | Buy | 266.77estimated | $29.99 | $1,001 – $15,000 | 8221176 BAXTER INTERNATIONAL INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | KMX CarMax Inc | Buy | 119.11estimated | $67.17 | $1,001 – $15,000 | 8221176 CARMAX, INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | FTV Fortive Corporation Common Stock | Buy | 156.51estimated | $51.12 | $1,001 – $15,000 | 8221176 FORTIVE CORPORATION CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — AO. SMITH CORP (DELI CMN | Buy | — | — | $1,001 – $15,000 | 8221176 AO. SMITH CORP (DELI CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | CAG ConAgra Brands, Inc. | Buy | 370.22estimated | $21.61 | $1,001 – $15,000 | 8221176 CONAGRA BRANDS INC CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — MID-AMERICA AFT CMNTYS INC CMN | Buy | — | — | $1,001 – $15,000 | 8221176 MID-AMERICA AFT CMNTYS INC CMN |
Jun 23, 2025 Member | Jul 9, 2025 | INVH Invitation Homes Inc. | Buy | 235.17estimated | $34.02 | $1,001 – $15,000 | 8221176 JINVITATION HOMES INC. CMN |
Jun 23, 2025 Member | Jul 9, 2025 | — PC EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8221176 PC EQUITY RESIDENTIAL CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | PH Parker-Hannifin Corporation | Buy | 12.05estimated | $664.22 | $1,001 – $15,000 | 8221176 PARKER-HANNIFIN CORP, CMN * |
Jun 23, 2025 Dependent | Jul 9, 2025 | LEN Lennar Corporation Class A | Buy | 72.32estimated | $110.63 | $1,001 – $15,000 | 8221176 LENNAR CORPORATION CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — IN CMN | Receive | — | — | $1,001 – $15,000 | 8221176 IN CMN |
Jun 23, 2025 Member | Jul 9, 2025 | — DO LARCORP HOLDINGS INC CMN | Receive | — | — | $1,001 – $15,000 | 8221176 DO LARCORP HOLDINGS INC CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — UNTL.FLAVORS & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 8221176 UNTL.FLAVORS & FRAGRANCE CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | CNC Centene Corporation | Buy | 149.82estimated | $53.40 | $1,001 – $15,000 | 8221176 CENTENE CORPORATION CMN.» |
Jun 23, 2025 Dependent | Jul 9, 2025 | — LULULEMON ATLETICA INC, CMN * | Buy | — | — | $1,001 – $15,000 | 8221176 LULULEMON ATLETICA INC, CMN * |
Jun 23, 2025 Member | Jul 9, 2025 | — DIC .TARGET CORPORATION CMIN | Buy | — | — | $1,001 – $15,000 | 8221176 DIC .TARGET CORPORATION CMIN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — CAPITAL ONE FINANCIAL CORP ÇMN | Buy | — | — | $1,001 – $15,000 | 8221176 CAPITAL ONE FINANCIAL CORP ÇMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — GENLINE PARTS CO. CIVIN | Buy | — | — | $1,001 – $15,000 | 8221176 GENLINE PARTS CO. CIVIN |
Jun 23, 2025 Member | Jul 9, 2025 | — PC PULTEGROUP INC, CMN K | Buy | — | — | $1,001 – $15,000 | 8221176 PC PULTEGROUP INC, CMN K |
Jun 23, 2025 Dependent | Jul 9, 2025 | KMB Kimberly-Clark Corporation | Buy | 61.48estimated | $130.13 | $1,001 – $15,000 | 8221176 IKIMBERLY-CLARK CORPORATION CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | SHW Sherwin-Williams Company (The) | Buy | 23.27estimated | $343.77 | $1,001 – $15,000 | 8221176 SHERWIN-WILLIAMS CO CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | IR Ingersoll Rand Inc. | Buy | 97.65estimated | $81.93 | $1,001 – $15,000 | 8221176 INGERSOLL RAND INC CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | AFL AFLAC Incorporated | Buy | 76.31estimated | $104.84 | $1,001 – $15,000 | 8221176 AFLAC INCORPORATED CMN * |
Jun 23, 2025 Dependent | Jul 9, 2025 | HUM Humana Inc. | Buy | 34.09estimated | $234.66 | $1,001 – $15,000 | 8221176 HUMANA INC, CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | MRSH Marsh | Buy | 36.51estimated | $219.11 | $1,001 – $15,000 | 8221176 IMARSH & MCLENNAN CO INC CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — ADOBEINC OMN | Buy | — | — | $1,001 – $15,000 | 8221176 ADOBEINC OMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | LOW Lowe's Companies, Inc. | Buy | 36.6estimated | $218.57 | $1,001 – $15,000 | 8221176 LOWES COMPANIES INC CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — SBP GLOBAL INC. CMN | Receive | — | — | $1,001 – $15,000 | 8221176 SBP GLOBAL INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — APPLEINC. CMN | Buy | — | — | $1,001 – $15,000 | 8221176 APPLEINC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — FOOL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221176 FOOL CORP CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | DIS Walt Disney Company (The) | Buy | 67.94estimated | $117.75 | $1,001 – $15,000 | 8221176 WALT DISNEY COMPANY (THE CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — GARMIN LTD CMIN | Buy | — | — | $1,001 – $15,000 | 8221176 GARMIN LTD CMIN |
Jun 23, 2025 Dependent | Jul 9, 2025 | GPN Global Payments Inc. | Buy | 104.79estimated | $76.35 | $1,001 – $15,000 | 8221176 GLOBAL PAYMENTS INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8221176 CORNING INCORPORATED CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — WORKDAY, INC. CMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8221176 WORKDAY, INC. CMIN CLASS A |
Jun 23, 2025 Dependent | Jul 9, 2025 | PLD Prologis, Inc. | Buy | 74.68estimated | $107.13 | $1,001 – $15,000 | 8221176 PROLOGIS INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | VLTO Veralto Corp Common Stock | Buy | 81.26estimated | $98.45 | $1,001 – $15,000 | 8221176 VERALTO CORPORATION CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — I ROWE PRICE GROUP, INC. OMN * | Buy | — | — | $1,001 – $15,000 | 8221176 I ROWE PRICE GROUP, INC. OMN * |
Jun 23, 2025 Dependent | Jul 9, 2025 | PSA Public Storage | Buy | 27.14estimated | $294.76 | $1,001 – $15,000 | 8221176 PUBLIC STORAGE CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | CDNS Cadence Design Systems, Inc. | Buy | 27.25estimated | $293.56 | $1,001 – $15,000 | 8221176 CADENCE DESIGN SYSTEMS INC CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | SYY Sysco Corporation | Buy | 105.39estimated | $75.91 | $1,001 – $15,000 | 8221176 ISYSCO CORPORATION CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | HPQ HP Inc. | Buy | 334.61estimated | $23.91 | $1,001 – $15,000 | 8221176 HP INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — CLASSA * | Buy | — | — | $1,001 – $15,000 | 8221176 CLASSA * |
Jun 23, 2025 Dependent | Jul 9, 2025 | — IHEALTHPEAK OP, LLC CMN x | Buy | — | — | $1,001 – $15,000 | 8221176 IHEALTHPEAK OP, LLC CMN x |
Jun 23, 2025 Dependent | Jul 9, 2025 | MSFT Microsoft Corporation | Buy | 16.46estimated | $486.00 | $1,001 – $15,000 | 8221176 MICROSOFT CORPORATION CMN |
Jun 23, 2025 Member | Jul 9, 2025 | PRU Prudential Financial, Inc. | Buy | 75.76estimated | $105.60 | $1,001 – $15,000 | 8221176 DO PRUDENTIAL FINANCIAL INC CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | MET MetLife, Inc. | Buy | 100.47estimated | $79.63 | $1,001 – $15,000 | 8221176 METLIFE, INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | HD Home Depot, Inc. (The) | Buy | 22.41estimated | $356.96 | $1,001 – $15,000 | 8221176 THE HOME DEPOT, INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | TMUS T-Mobile US, Inc. | Buy | 35.25estimated | $226.98 | $1,001 – $15,000 | 8221176 T-MOBILE US, INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | ADI Analog Devices, Inc. | Buy | 34.64estimated | $230.98 | $1,001 – $15,000 | 8221176 ANALOG DEVICES, INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | YUM Yum! Brands, Inc. | Buy | 56.58estimated | $141.39 | $1,001 – $15,000 | 8221176 YUM BRANDS, INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — CATERPILLAR INC (DELAWARE) CNN | Buy | — | — | $1,001 – $15,000 | 8221176 CATERPILLAR INC (DELAWARE) CNN |
Jun 23, 2025 Dependent | Jul 9, 2025 | GOOGL Alphabet Inc. Class A | Buy | 48.43estimated | $165.19 | $1,001 – $15,000 | 8221176 ALPHABET INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | NSC Norfolk Southern Corporation | Buy | 31.18estimated | $256.58 | $1,001 – $15,000 | 8221176 NORFOLK SOUTHERN CORP CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | AXP American Express Company | Buy | 26.7estimated | $299.63 | $1,001 – $15,000 | 8221176 AMERICAN EXPRESS CO, CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | COIN Coinbase Global, Inc. Class A | Buy | 26.01estimated | $307.59 | $1,001 – $15,000 | 8221176 COINBASE GLOBAL, INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — BLACKROCK FUNDING, INC CMN | Buy | — | — | $1,001 – $15,000 | 8221176 BLACKROCK FUNDING, INC CMN |
Jun 23, 2025 Member | Jul 9, 2025 | — pc JILLINOIS TOOL WORKS CMN | Buy | — | — | $1,001 – $15,000 | 8221176 pc JILLINOIS TOOL WORKS CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — ACCENTURE PLE CMN | Buy | — | — | $1,001 – $15,000 | 8221176 ACCENTURE PLE CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — NIKE CLA55-B CMN | Buy | — | — | $1,001 – $15,000 | 8221176 NIKE CLA55-B CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | LIN Linde plc Ordinary Shares | Buy | 17.4estimated | $459.75 | $1,001 – $15,000 | 8221176 LINDE PLC CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 99.81estimated | $80.16 | $1,001 – $15,000 | 8221176 MERCK & CO., INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | — TUX COMPANIES INC (NEW) CMN | Buy | — | — | $1,001 – $15,000 | 8221176 TUX COMPANIES INC (NEW) CMN |
Jun 23, 2025 Member | Jul 9, 2025 | — DIE CMN | Buy | — | — | $1,001 – $15,000 | 8221176 DIE CMN |
Jun 23, 2025 Member | Jul 9, 2025 | PEP PepsiCo, Inc. | Buy | 61.98estimated | $129.09 | $1,001 – $15,000 | 8221176 PEPSICO, INC. CMN |
Jun 23, 2025 Dependent | Jul 9, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8221176 BERKSHIRE HATHAWAY INC. CLASS B |
Jun 23, 2025 Spouse | Jul 9, 2025 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221176 SPONSORED ADR CMN |
Jun 23, 2025 Spouse | Jul 9, 2025 | — MUTUAL PUND | Buy | — | — | $1,001 – $15,000 | 8221176 MUTUAL PUND |
Jun 23, 2025 Member | Jul 9, 2025 | — P GRAPHIC PACKAGING HLDGCO CMN | Buy | — | — | $1,001 – $15,000 | 8221176 P GRAPHIC PACKAGING HLDGCO CMN |
Jun 20, 2025 Dependent | Jul 9, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 28.04estimated | $285.37 | $1,001 – $15,000 | 8221176 ACCENTURE PLC CMN |
Jun 20, 2025 Dependent | Jul 9, 2025 | — HUNITEDHBALTH ORDUM BIC | Buy | — | — | $1,001 – $15,000 | 8221176 HUNITEDHBALTH ORDUM BIC |
Jun 20, 2025 Dependent | Jul 9, 2025 | — PROCTER AND BANTELE CU CON | Buy | — | — | $1,001 – $15,000 | 8221176 PROCTER AND BANTELE CU CON |
Jun 20, 2025 Dependent | Jul 9, 2025 | PEP PepsiCo, Inc. | Buy | 61.99estimated | $129.07 | $1,001 – $15,000 | 8221176 PEPSICO INC |
Jun 20, 2025 Dependent | Jul 9, 2025 | — UNTTEDHERLTH GROUP INC | Buy | — | — | $1,001 – $15,000 | 8221176 UNTTEDHERLTH GROUP INC |
Jun 20, 2025 Dependent | Jul 9, 2025 | — THENMO FISHER SCRENTIFIC HC | Buy | — | — | $1,001 – $15,000 | 8221176 THENMO FISHER SCRENTIFIC HC |
Jun 20, 2025 Dependent | Jul 9, 2025 | — POZER LAC | Buy | — | — | $1,001 – $15,000 | 8221176 POZER LAC |
Jun 20, 2025 Dependent | Jul 9, 2025 | — MERCK &CO. SEC COM | Buy | — | — | $1,001 – $15,000 | 8221176 MERCK &CO. SEC COM |
Jun 20, 2025 Member | Jul 9, 2025 | — LEANES COLAPAGDES INC COM LISDO.SO | Buy | — | — | $1,001 – $15,000 | 8221176 LEANES COLAPAGDES INC COM LISDO.SO |
Jun 20, 2025 Dependent | Jul 9, 2025 | — JOHASIN SIONISON COM | Buy | — | — | $1,001 – $15,000 | 8221176 JOHASIN SIONISON COM |
Jun 20, 2025 Member | Jul 9, 2025 | — HONE DEPORTE | Buy | — | — | $1,001 – $15,000 | 8221176 HONE DEPORTE |
Jun 20, 2025 Dependent | Jul 9, 2025 | — CEMENE DORP | Buy | — | — | $1,001 – $15,000 | 8221176 CEMENE DORP |
Jun 20, 2025 Dependent | Jul 9, 2025 | — THE CISMA GROUP COM | Buy | — | — | $1,001 – $15,000 | 8221176 THE CISMA GROUP COM |
Jun 20, 2025 Dependent | Jul 9, 2025 | — SERRE NATHANIAY INC COM UNDO COSA CLASS B | Buy | — | — | $1,001 – $15,000 | 8221176 SERRE NATHANIAY INC COM UNDO COSA CLASS B |
Jun 20, 2025 Spouse | Jul 9, 2025 | — THERMO ASHEN SCIENTIRIC INC | Buy | — | — | $1,001 – $15,000 | 8221176 THERMO ASHEN SCIENTIRIC INC |
Jun 20, 2025 Spouse | Jul 9, 2025 | — PENICO INC | Buy | — | — | $1,001 – $15,000 | 8221176 PENICO INC |
Jun 20, 2025 Spouse | Jul 9, 2025 | — VR INC COM USD0:01 | Buy | — | — | $1,001 – $15,000 | 8221176 VR INC COM USD0:01 |
Jun 20, 2025 Spouse | Jul 9, 2025 | — MEROX MOD. SAC COM | Buy | — | — | $1,001 – $15,000 | 8221176 MEROX MOD. SAC COM |
Jun 20, 2025 Member | Jul 9, 2025 | — P LOHNSOH JOHNAN COM | Buy | — | — | $1,001 – $15,000 | 8221176 P LOHNSOH JOHNAN COM |
Jun 20, 2025 Spouse | Jul 9, 2025 | — BERISHE HATRAWAY INE COM USDODORS CLASS I | Buy | — | — | $1,001 – $15,000 | 8221176 BERISHE HATRAWAY INE COM USDODORS CLASS I |
Jun 20, 2025 Dependent | Jul 9, 2025 | CDNS Cadence Design Systems, Inc. | Buy | 27.08estimated | $295.40 | $1,001 – $15,000 | 8221176 CADENCE DESIGN SYSTEMS INC CMN |
Jun 20, 2025 Dependent | Jul 9, 2025 | NVDA NVIDIA Corporation | Buy | 55.62estimated | $143.85 | $1,001 – $15,000 | 8221176 INVIDIA CORPORATION CMN |
Jun 20, 2025 Spouse | Jul 9, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 28.04estimated | $285.37 | $1,001 – $15,000 | 8221176 ACCENTURE PLC CMN |
Jun 18, 2025 Spouse | Jul 9, 2025 | — GRAPHIC PACKAGING HLDECO CMN | Buy | — | — | $1,001 – $15,000 | 8221176 GRAPHIC PACKAGING HLDECO CMN |
Jun 16, 2025 Spouse | Jul 6, 2026 | BRO Brown & Brown, Inc. | Buy | 74.68estimated | $107.13 | $1,001 – $15,000 | 9116206 BROWN & BROWN, INC, CMN |
Jun 16, 2025 Spouse | Jul 9, 2025 | — BAKTER INTERNATIONAL INC. GMN | Buy | — | — | $1,001 – $15,000 | 8221176 BAKTER INTERNATIONAL INC. GMN |
Jun 16, 2025 Spouse | Jul 9, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 86.81estimated | $92.16 | $1,001 – $15,000 | 8221176 ZIMMER BIOMET HOLDINGS INC |
Jun 16, 2025 Spouse | Jul 9, 2025 | BAX Baxter International Inc. | Buy | 259.59estimated | $30.82 | $1,001 – $15,000 | 8221176 BAXTER INTERNATIONAL INC. CMN |
Jun 16, 2025 Spouse | Jul 9, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 86.81estimated | $92.16 | $1,001 – $15,000 | 8221176 ZIMMER BIOMET HOLDINGS INC |
Jun 13, 2025 Spouse | Jul 9, 2025 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221176 SPONSORED ADR CMN |
Jun 13, 2025 Spouse | Jul 9, 2025 | — MUTUAL FUND | Buy | — | — | $1,001 – $15,000 | 8221176 MUTUAL FUND |
Jun 12, 2025 Spouse | Jul 9, 2025 | — TO SRP 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8221176 TO SRP 500 INDEX |
Jun 12, 2025 Dependent | Jul 9, 2025 | — TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8221176 TO S&P 500 INDEX |
Jun 10, 2025 Spouse | Jul 9, 2025 | BAX Baxter International Inc. | Buy | 252.22estimated | $31.72 | $1,001 – $15,000 | 8221176 BAXTER INTERNATIONAL INC, CMN |
Jun 10, 2025 Dependent | Jul 9, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 84.29estimated | $94.92 | $1,001 – $15,000 | 8221176 ZIMMER BIOMET HOLDINGS INC |
Jun 10, 2025 Member | Jul 9, 2025 | — P (MUTUAL FUND | Buy | — | — | $1,001 – $15,000 | 8221176 P (MUTUAL FUND |
Jun 10, 2025 Spouse | Jul 9, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 84.29estimated | $94.92 | $1,001 – $15,000 | 8221176 ZIMMER BIOMET HOLDINGS INC |
Jun 6, 2025 Dependent | Jul 9, 2025 | — BROADCOM ING. CMN | Buy | — | — | $1,001 – $15,000 | 8221176 BROADCOM ING. CMN |
Jun 6, 2025 Dependent | Jul 9, 2025 | NVDA NVIDIA Corporation | Buy | 56.45estimated | $141.72 | $1,001 – $15,000 | 8221176 INVIDIA CORPORATION CMN |
Jun 6, 2025 Dependent | Jul 9, 2025 | DDOG Datadog, Inc. Class A | Buy | 65.49estimated | $122.16 | $1,001 – $15,000 | 8221176 DATADOG, INC. CMN |
Jun 5, 2025 Spouse | Oct 3, 2025 | PSA Public Storage | Buy | 26.63estimated | $300.46 | $1,001 – $15,000 | 9115679 PUBLIC STORAGE CMN |
Jun 2, 2025 Dependent | Jul 6, 2026 | — WATERS CORPORATION COMMON AVERY DENNISON CORPORATION CMN | Sell | — | — | $1,001 – $15,000 | 9116206 WATERS CORPORATION COMMON AVERY DENNISON CORPORATION CMN |
May 30, 2025 Dependent | Jun 10, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8221124 INDEX |
May 30, 2025 Spouse | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 248.31estimated | $32.22 | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, INC CMN |
May 30, 2025 Spouse | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 248.31estimated | $32.22 | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, INC CMN |
May 29, 2025 Dependent | Jun 10, 2025 | SWK Stanley Black & Decker, Inc. | Buy | 120.25estimated | $66.53 | $1,001 – $15,000 | 8221124 STANLEY BLACK & DECKER, INC. CMN |
May 29, 2025 Dependent | Jun 10, 2025 | NKE Nike, Inc. | Buy | 130.22estimated | $61.44 | $1,001 – $15,000 | 8221124 NIKE CLASS-B CMN |
May 29, 2025 Dependent | Jun 10, 2025 | — NNCORPORATE CIMN | Buy | — | — | $1,001 – $15,000 | 8221124 NNCORPORATE CIMN |
May 29, 2025 Member | Jun 10, 2025 | CNC Centene Corporation | Buy | 141.55estimated | $56.52 | $1,001 – $15,000 | 8221124 CENTENE CORPORATION CMN |
May 29, 2025 Member | Jun 10, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8221124 CATERPILLAR INC (DELAWARE) CMN |
May 29, 2025 Dependent | Jun 10, 2025 | BIIB Biogen Inc. | Buy | 60.27estimated | $132.75 | $1,001 – $15,000 | 8221124 BIOGEN INC CMN |
May 28, 2025 Dependent | Jun 10, 2025 | — TO S&P 5OD INDEX | Buy | — | — | $1,001 – $15,000 | 8221124 TO S&P 5OD INDEX |
May 28, 2025 Member | Jun 10, 2025 | ENPH Enphase Energy, Inc. | Buy | 205.35estimated | $38.96 | $1,001 – $15,000 | 8221124 P ENPHASE ENERGY, INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | FDX FedEx Corporation | Buy | 46.68estimated | $171.40 | $1,001 – $15,000 | 8221124 FEDEX CORPORATION CMN |
May 28, 2025 Spouse | Jun 10, 2025 | BLDR Builders FirstSource, Inc. | Buy | 74.45estimated | $107.46 | $1,001 – $15,000 | 8221124 BUILDERS FIRSTSOURCE, INC, CMN |
May 28, 2025 Spouse | Jun 10, 2025 | CNC Centene Corporation | Buy | 143.04estimated | $55.93 | $1,001 – $15,000 | 8221124 CENTENE CORPORATION CMN |
May 28, 2025 Spouse | Jun 10, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 86.69estimated | $92.29 | $1,001 – $15,000 | 8221124 ZIMMER BIOMET HOLDINGS INC |
May 28, 2025 Spouse | Jun 10, 2025 | HPQ HP Inc. | Buy | 294.14estimated | $27.20 | $1,001 – $15,000 | 8221124 HP INC, CMN |
May 28, 2025 Spouse | Jun 10, 2025 | CVS CVS Health Corporation | Buy | 128.11estimated | $62.45 | $1,001 – $15,000 | 8221124 CVS HEALTH CORP CMN |
May 28, 2025 Spouse | Jun 10, 2025 | SYY Sysco Corporation | Buy | 111.88estimated | $71.51 | $1,001 – $15,000 | 8221124 SYSCO CORPORATION CMN |
May 28, 2025 Spouse | Jun 10, 2025 | BBY Best Buy Co., Inc. | Buy | 111.86estimated | $71.52 | $1,001 – $15,000 | 8221124 BEST BUY CO INC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — DECKERS OUTDOORS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221124 DECKERS OUTDOORS CORP CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — CLOROX CO (THE) (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8221124 CLOROX CO (THE) (DELAWARE) CMN |
May 28, 2025 Spouse | Jun 10, 2025 | FTNT Fortinet, Inc. | Buy | 76.55estimated | $104.51 | $1,001 – $15,000 | 8221124 FORTINET, INC, CMN |
May 28, 2025 Spouse | Jun 10, 2025 | HST Host Hotels & Resorts, Inc. | Buy | 518.84estimated | $15.42 | $1,001 – $15,000 | 8221124 HOST HOTELS & RESORTS INC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | FITB Fifth Third Bancorp | Buy | 211.54estimated | $37.82 | $1,001 – $15,000 | 8221124 FIFTH THIRD BANCORP CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — INVITATIOR HOMES ING CMN | Buy | — | — | $1,001 – $15,000 | 8221124 INVITATIOR HOMES ING CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — THE KRAFT HEINZ CD CMN | Buy | — | — | $1,001 – $15,000 | 8221124 THE KRAFT HEINZ CD CMN |
May 28, 2025 Spouse | Jun 10, 2025 | NWSA News Corporation Class A | Buy | 282.3estimated | $28.34 | $1,001 – $15,000 | 8221124 NEWS CORPORATION CMN |
May 28, 2025 Spouse | Jun 10, 2025 | GIS General Mills, Inc. | Buy | 149.91estimated | $53.37 | $1,001 – $15,000 | 8221124 GENERAL MILLS INC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — AMETEK INC (NEW) CUN | Buy | — | — | $1,001 – $15,000 | 8221124 AMETEK INC (NEW) CUN |
May 28, 2025 Spouse | Jun 10, 2025 | MSCI MSCI Inc. | Buy | 14.22estimated | $562.68 | $1,001 – $15,000 | 8221124 MSCI INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | NXPI NXP Semiconductors N.V. | Buy | 40.78estimated | $196.21 | $1,001 – $15,000 | 8221124 INXP SEMICONDUCTORS N.V. CMN * |
May 28, 2025 Spouse | Jun 10, 2025 | AFL AFLAC Incorporated | Buy | 78.44estimated | $101.99 | $1,001 – $15,000 | 8221124 AFLAC INCORPORATED CMN |
May 28, 2025 Dependent | Jun 10, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8221124 INDEX |
May 28, 2025 Spouse | Jun 10, 2025 | GPN Global Payments Inc. | Buy | 106.69estimated | $74.99 | $1,001 – $15,000 | 8221124 GLOBAL PAYMENTS INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | SYK Stryker Corporation | Buy | 21.03estimated | $380.39 | $1,001 – $15,000 | 8221124 STRYKER CORPORATION CMN |
May 28, 2025 Spouse | Jun 10, 2025 | LLY Eli Lilly and Company | Receive | 11.12estimated | $719.39 | $1,001 – $15,000 | 8221124 EU LILLY & CO CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — HEALTHPEAK OP, LIG CMN | Receive | — | — | $1,001 – $15,000 | 8221124 HEALTHPEAK OP, LIG CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — HUMANA ING. CMN | Receive | — | — | $1,001 – $15,000 | 8221124 HUMANA ING. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | PANW Palo Alto Networks, Inc. | Receive | 42.6estimated | $187.80 | $1,001 – $15,000 | 8221124 PALO ALTO NETWORKS INC, CMN * |
May 28, 2025 Spouse | Jun 10, 2025 | — INCORPO CMN | Receive | — | — | $1,001 – $15,000 | 8221124 INCORPO CMN |
May 28, 2025 Spouse | Jun 10, 2025 | FICO Fair Isaac Corporation | Buy | 4.94estimated | $1,620 | $1,001 – $15,000 | 8221124 FAIR ISAAC INC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — FISERY, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221124 FISERY, INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | CPRT Copart, Inc. (DE) | Buy | 153.71estimated | $52.05 | $1,001 – $15,000 | 8221124 COPART, INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | MU Micron Technology, Inc. | Buy | 83.18estimated | $96.18 | $1,001 – $15,000 | 8221124 MICRON TECHNOLOGY, INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | INTC Intel Corporation | Buy | 392.76estimated | $20.37 | $1,001 – $15,000 | 8221124 INTEL CORPORATION CMN |
May 28, 2025 Spouse | Jun 10, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8221124 BERKSHIRE HATHAWAY INC. CLASS B * |
May 28, 2025 Spouse | Jun 10, 2025 | PEP PepsiCo, Inc. | Buy | 61.23estimated | $130.67 | $1,001 – $15,000 | 8221124 PEPSICO, INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — THERMO FISHER SCIENTIFIC ING CMN, | Buy | — | — | $1,001 – $15,000 | 8221124 THERMO FISHER SCIENTIFIC ING CMN, |
May 28, 2025 Spouse | Jun 10, 2025 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8221124 DANAHER CORPORATION CMN |
May 28, 2025 Member | Jun 10, 2025 | MO Altria Group, Inc. | Buy | 134.51estimated | $59.48 | $1,001 – $15,000 | 8221124 P ALTRIA GROUP, INC. CMN * |
May 28, 2025 Spouse | Jun 10, 2025 | — MOODY'S CORPORATION CN | Buy | — | — | $1,001 – $15,000 | 8221124 MOODY'S CORPORATION CN |
May 28, 2025 Member | Jun 10, 2025 | SPG Simon Property Group, Inc. | Buy | 49.63estimated | $161.21 | $1,001 – $15,000 | 8221124 P SIMON PROPERTY GROUP INC CMN * |
May 28, 2025 Spouse | Jun 10, 2025 | RMD ResMed Inc. | Buy | 32.69estimated | $244.76 | $1,001 – $15,000 | 8221124 RESMED INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — ILABCORP HOLDINGS ING CMN | Buy | — | — | $1,001 – $15,000 | 8221124 ILABCORP HOLDINGS ING CMN |
May 28, 2025 Member | Jun 10, 2025 | — P.. LIVERALTO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8221124 P.. LIVERALTO CORPORATION CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — LA0008862868 | Buy | — | — | $1,001 – $15,000 | 8221124 LA0008862868 |
May 28, 2025 Spouse | Jun 10, 2025 | EFX Equifax, Inc. | Buy | 30.52estimated | $262.14 | $1,001 – $15,000 | 8221124 EQUIFAX INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | DXCM DexCom, Inc. | Buy | 91.98estimated | $86.98 | $1,001 – $15,000 | 8221124 DEXCOM, INC. CMN |
May 28, 2025 Member | Jun 10, 2025 | HAS Hasbro, Inc. | Buy | 120.71estimated | $66.28 | $1,001 – $15,000 | 8221124 P HASBRO, INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | BXP BXP, Inc. | Buy | 118.05estimated | $67.77 | $1,001 – $15,000 | 8221124 BXP INC COMMON STOCK |
May 28, 2025 Spouse | Jun 10, 2025 | DVA DaVita Inc. | Buy | 58.54estimated | $136.66 | $1,001 – $15,000 | 8221124 DAVITA INC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | CMG Chipotle Mexican Grill, Inc. | Buy | 159.79estimated | $50.07 | $1,001 – $15,000 | 8221124 CHIPOTLE MEXICAN GRILL, INC. CMN * |
May 28, 2025 Member | Jun 10, 2025 | TXN Texas Instruments Incorporated | Buy | 43.45estimated | $184.15 | $1,001 – $15,000 | 8221124 P TEXAS INSTRUMENTS INC, CMN |
May 28, 2025 Spouse | Jun 10, 2025 | NKE Nike, Inc. | Buy | 129.5estimated | $61.78 | $1,001 – $15,000 | 8221124 NIKE CLASS-B CMN |
May 28, 2025 Member | Jun 10, 2025 | — P CLAS5 B | Buy | — | — | $1,001 – $15,000 | 8221124 P CLAS5 B |
May 28, 2025 Spouse | Jun 10, 2025 | AMZN Amazon.com, Inc. | Buy | 39.08estimated | $204.72 | $1,001 – $15,000 | 8221124 AMAZON.COM INC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — MOLINA HEALTHCARE, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8221124 MOLINA HEALTHCARE, ING. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | CI The Cigna Group | Buy | 25.74estimated | $310.86 | $1,001 – $15,000 | 8221124 CIGNA GROUP/THE CMN |
May 28, 2025 Member | Jun 10, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 25.32estimated | $315.99 | $1,001 – $15,000 | 8221124 ACCENTURE PLC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | SHW Sherwin-Williams Company (The) | Buy | 22.55estimated | $354.73 | $1,001 – $15,000 | 8221124 SHERWIN WILLIAMS CO CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8221124 EQUITY RESIDENTIAL CMN |
May 28, 2025 Member | Jun 10, 2025 | ELV Elevance Health, Inc. | Buy | 21.17estimated | $377.95 | $1,001 – $15,000 | 8221124 SE ELEVANCE HEALTH INC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | WDAY Workday, Inc. Class A | Buy | 33.35estimated | $239.90 | $1,001 – $15,000 | 8221124 WORKDAY, INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — APPLE INC, CMIN | Buy | — | — | $1,001 – $15,000 | 8221124 APPLE INC, CMIN |
May 28, 2025 Spouse | Jun 10, 2025 | TECH Bio-Techne Corp | Buy | 166.92estimated | $47.93 | $1,001 – $15,000 | 8221124 BIO-TECHNE CORPORATION CMN |
May 28, 2025 Spouse | Jun 10, 2025 | IQV IQVIA Holdings, Inc. | Buy | 57.65estimated | $138.78 | $1,001 – $15,000 | 8221124 LIQVIA HOLDINGS INC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — LET NO, INGENN | Buy | — | — | $1,001 – $15,000 | 8221124 LET NO, INGENN |
May 28, 2025 Spouse | Jun 10, 2025 | — METTLER-TOLEDO INTL CMN | Buy | — | — | $1,001 – $15,000 | 8221124 METTLER-TOLEDO INTL CMN |
May 28, 2025 Spouse | Jun 10, 2025 | RVTY Revvity, Inc. | Buy | 87.59estimated | $91.34 | $1,001 – $15,000 | 8221124 REVVITY INC CMN K |
May 28, 2025 Spouse | Jun 10, 2025 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8221124 QUALCOMM INC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | NOW ServiceNow, Inc. | Buy | 39.17estimated | $204.26 | $1,001 – $15,000 | 8221124 SERVICENOW INC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | AVGO Broadcom Inc. | Buy | 33.41estimated | $239.43 | $1,001 – $15,000 | 8221124 BROADCOM INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | UNP Union Pacific Corporation | Buy | 36.01estimated | $222.18 | $1,001 – $15,000 | 8221124 UNION PACIFIC CORP, CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8221124 BLACKSTONE GROUP INC/THE CMN |
May 28, 2025 Member | Jun 10, 2025 | DIS Walt Disney Company (The) | Buy | 71.74estimated | $111.52 | $1,001 – $15,000 | 8221124 WALT DISNEY COMPANY (THE) CMN |
May 28, 2025 Member | Jun 10, 2025 | BAC Bank of America Corporation | Buy | 181.58estimated | $44.06 | $1,001 – $15,000 | 8221124 P BANK OF AMERICA CORP CMN |
May 28, 2025 Spouse | Jun 10, 2025 | PFE Pfizer, Inc. | Buy | 345.15estimated | $23.18 | $1,001 – $15,000 | 8221124 PFIZER INC. CMN |
May 28, 2025 Member | Jun 10, 2025 | LOW Lowe's Companies, Inc. | Buy | 35.63estimated | $224.52 | $1,001 – $15,000 | 8221124 P LOWES COMPANIES INC CMN |
May 28, 2025 Spouse | Jun 10, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 105.03estimated | $76.17 | $1,001 – $15,000 | 8221124 MERCK & CO., INC. CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — INTUIT INC CMIN | Buy | — | — | $1,001 – $15,000 | 8221124 INTUIT INC CMIN |
May 28, 2025 Spouse | Jun 10, 2025 | MSFT Microsoft Corporation | Buy | 17.49estimated | $457.36 | $1,001 – $15,000 | 8221124 MICROSOFT CORPORATION CMN |
May 28, 2025 Spouse | Jun 10, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8221124 INDEX |
May 28, 2025 Spouse | Jun 10, 2025 | MU Micron Technology, Inc. | Buy | 83.18estimated | $96.18 | $1,001 – $15,000 | 8221124 MICRON TECHNOLOGY, INC. CMN |
May 27, 2025 Member | Jun 9, 2026 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 251.27estimated | $31.84 | $1,001 – $15,000 | 9116142 AXALTA COATING SYSTEMS LTD. CMN |
May 27, 2025 Spouse | Jun 9, 2026 | CTVA Corteva, Inc. Common Stock | Buy | 611.02estimated | $13.09 | $1,001 – $15,000 | 9116142 CORTEVA, INC. CMN |
May 27, 2025 Spouse | Jun 9, 2026 | ULTA Ulta Beauty, Inc. | Buy | 18.99estimated | $421.31 | $1,001 – $15,000 | 9116142 ULTA BEAUTY INC CMN |
May 27, 2025 Spouse | Jun 9, 2026 | IT Gartner, Inc. | Buy | 17.98estimated | $444.86 | $1,001 – $15,000 | 9116142 GARTNER, INC. CMN |
May 27, 2025 Spouse | Jun 9, 2026 | FFIV F5, Inc. | Buy | 27.92estimated | $286.59 | $1,001 – $15,000 | 9116142 F5 INC CMN |
May 27, 2025 Spouse | Jun 9, 2026 | JPM JP Morgan Chase & Co. | Buy | 30.16estimated | $265.29 | $1,001 – $15,000 | 9116142 JPMORGAN CHASE & CO CMN |
May 27, 2025 Spouse | Jun 9, 2026 | TYL Tyler Technologies, Inc. | Buy | 13.89estimated | $576.11 | $1,001 – $15,000 | 9116142 TYLER TECHNOLOGIES, INC. CMN |
May 27, 2025 Dependent | Jul 9, 2025 | CEG Constellation Energy Corporation Common Stock | Buy | 25.89estimated | $309.06 | $1,001 – $15,000 | 8221176 CONSTELLATION ENERGY CORP CMN |
May 27, 2025 Dependent | Jul 9, 2025 | AEE Ameren Corporation | Buy | 82.74estimated | $96.69 | $1,001 – $15,000 | 8221176 SAMEREN CORPORATION CMN * |
May 27, 2025 Dependent | Jul 9, 2025 | MIR Mirion Technologies, Inc. Class A | Buy | 411.55estimated | $19.44 | $1,001 – $15,000 | 8221176 MIRION TECHNOLOGIES INC CMN |
May 27, 2025 Dependent | Jul 9, 2025 | TXN Texas Instruments Incorporated | Buy | 43.66estimated | $183.24 | $1,001 – $15,000 | 8221176 TEXAS INSTRUMENTS INC. CMN |
May 27, 2025 Spouse | Jun 10, 2025 | — UBS AG LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8221124 UBS AG LINKED TO S&P 500 INDEX |
May 26, 2025 Spouse | Jul 9, 2025 | — ELECTRONIC ARTS CMN * | Buy | — | — | $1,001 – $15,000 | 8221176 ELECTRONIC ARTS CMN * |
May 26, 2025 Spouse | Jul 9, 2025 | DIS Walt Disney Company (The) | Receive | 72.92estimated | $109.72 | $1,001 – $15,000 | 8221176 WALT DISNEY COMPANY (THE) CMN |
May 26, 2025 Spouse | Jul 9, 2025 | — GRAPHIC PACKAGING HLDGCO CMN | Buy | — | — | $1,001 – $15,000 | 8221176 GRAPHIC PACKAGING HLDGCO CMN |
May 23, 2025 Dependent | Jul 9, 2025 | — KELLANOVA CMN | Receive | — | — | $1,001 – $15,000 | 8221176 KELLANOVA CMN |
May 23, 2025 Dependent | Jul 9, 2025 | — UNION PACIFIC CORP. CAN | Buy | — | — | $1,001 – $15,000 | 8221176 UNION PACIFIC CORP. CAN |
May 23, 2025 Dependent | Jul 9, 2025 | — AVOTING | Buy | — | — | $1,001 – $15,000 | 8221176 AVOTING |
May 23, 2025 Dependent | Jul 9, 2025 | WFC Wells Fargo & Company | Buy | 109.85estimated | $72.83 | $1,001 – $15,000 | 8221176 (WELLS FARGO & COMPANY CMN |
May 23, 2025 Dependent | Jul 9, 2025 | NDAQ Nasdaq, Inc. | Buy | 97.83estimated | $81.78 | $1,001 – $15,000 | 8221176 NASDAQ INC. CMN |
May 23, 2025 Dependent | Jul 9, 2025 | EPAM EPAM Systems, Inc. | Buy | 45.47estimated | $175.95 | $1,001 – $15,000 | 8221176 EPAM SYSTEMS, INC. CMN |
May 23, 2025 Dependent | Jul 9, 2025 | INTU Intuit Inc. | Buy | 11.11estimated | $720.13 | $1,001 – $15,000 | 8221176 INTUIT INC CMN |
May 23, 2025 Spouse | Jun 10, 2025 | — CONAGRA BRANOS INC OMN | Buy | — | — | $1,001 – $15,000 | 8221124 CONAGRA BRANOS INC OMN |
May 22, 2025 Dependent | Jun 10, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8221124 INDEX |
May 22, 2025 Dependent | Jun 10, 2025 | — JUBS AG LINKED TO S&P 500 INDEX * | Buy | — | — | $1,001 – $15,000 | 8221124 JUBS AG LINKED TO S&P 500 INDEX * |
May 22, 2025 Dependent | Jun 10, 2025 | — TO SAP 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8221124 TO SAP 500 INDEX |
May 22, 2025 Spouse | Jun 10, 2025 | — TENABLE HOLDINGS, ING OMN | Buy | — | — | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, ING OMN |
May 22, 2025 Spouse | Jun 10, 2025 | — UB5 AG UNKED TO 5&P 500 INDEX K | Buy | — | — | $1,001 – $15,000 | 8221124 UB5 AG UNKED TO 5&P 500 INDEX K |
May 22, 2025 Spouse | Jun 10, 2025 | — TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8221124 TO S&P 500 INDEX |
May 22, 2025 Spouse | Jun 10, 2025 | — UBS AG LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8221124 UBS AG LINKED TO S&P 500 INDEX |
May 21, 2025 Dependent | Jun 9, 2026 | — AMRIZE LTD (US) CMN | Buy | — | — | $1,001 – $15,000 | 9116142 AMRIZE LTD (US) CMN |
May 20, 2025 Dependent | Jul 9, 2025 | — MORISON BISHNSON COMI | Buy | — | — | $1,001 – $15,000 | 8221176 MORISON BISHNSON COMI |
May 20, 2025 Dependent | Jul 9, 2025 | — SENSURE HATHARIAT BIC CUM USELLOCIS CLASS $ | Buy | — | — | $1,001 – $15,000 | 8221176 SENSURE HATHARIAT BIC CUM USELLOCIS CLASS $ |
May 20, 2025 Dependent | Jul 9, 2025 | — CHEYROM CORA NEW COM | Buy | — | — | $1,001 – $15,000 | 8221176 CHEYROM CORA NEW COM |
May 20, 2025 Member | Jul 9, 2025 | — P HONG DEPOT INC | Buy | — | — | $1,001 – $15,000 | 8221176 P HONG DEPOT INC |
May 20, 2025 Spouse | Jul 9, 2025 | — CENTENA CDAP | Buy | — | — | $1,001 – $15,000 | 8221176 CENTENA CDAP |
May 20, 2025 Spouse | Jul 9, 2025 | — THE CONASROUP COM | Buy | — | — | $1,001 – $15,000 | 8221176 THE CONASROUP COM |
May 20, 2025 Dependent | Jul 9, 2025 | AVGO Broadcom Inc. | Buy | 34.53estimated | $231.68 | $1,001 – $15,000 | 8221176 BROADCOM INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | GPN Global Payments Inc. | Buy | 98.95estimated | $80.85 | $1,001 – $15,000 | 8221124 GLOBAL PAYMENTS INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | TMUS T-Mobile US, Inc. | Buy | 32.76estimated | $244.25 | $1,001 – $15,000 | 8221124 IT-MOBILE US, INC. CMN |
May 19, 2025 Member | Jun 10, 2025 | HPQ HP Inc. | Buy | 274.93estimated | $29.10 | $1,001 – $15,000 | 8221124 C HP INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | CHD Church & Dwight Company, Inc. | Buy | 83.36estimated | $95.97 | $1,001 – $15,000 | 8221124 CHURCH & DWIGHT CO. INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | NXPI NXP Semiconductors N.V. | Buy | 38.03estimated | $210.36 | $1,001 – $15,000 | 8221124 NXP SEMICONDUCTORS N.V. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | ELV Elevance Health, Inc. | Buy | 19.81estimated | $403.81 | $1,001 – $15,000 | 8221124 ELEVANCE HEALTH INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 103.59estimated | $77.23 | $1,001 – $15,000 | 8221124 MERCK& CO., INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — AGILENT TECHNOLOGIES, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8221124 AGILENT TECHNOLOGIES, INC. OMN |
May 19, 2025 Dependent | Jun 10, 2025 | — IPULTEGROUP INC CMN | Buy | — | — | $1,001 – $15,000 | 8221124 IPULTEGROUP INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — TIX COMPANIES INC NEW) CMN | Buy | — | — | $1,001 – $15,000 | 8221124 TIX COMPANIES INC NEW) CMN |
May 19, 2025 Dependent | Jun 10, 2025 | TMO Thermo Fisher Scientific Inc | Buy | 19.33estimated | $413.92 | $1,001 – $15,000 | 8221124 THERMO FISHER SCIENTIFIC INC CMN |
May 19, 2025 Member | Jun 10, 2025 | GOOGL Alphabet Inc. Class A | Buy | 48.04estimated | $166.54 | $1,001 – $15,000 | 8221124 ALPHABET INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | PEP PepsiCo, Inc. | Buy | 60.71estimated | $131.79 | $1,001 – $15,000 | 8221124 PEPSICO, INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | LIN Linde plc Ordinary Shares | Buy | 17.38estimated | $460.33 | $1,001 – $15,000 | 8221124 LINDE PLC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8221124 BERKSHIRE HATHAWAY INC. CLASS B |
May 19, 2025 Dependent | Jun 10, 2025 | WFC Wells Fargo & Company | Buy | 105.19estimated | $76.06 | $1,001 – $15,000 | 8221124 WELLS FARGO & COMPANY CMN |
May 19, 2025 Dependent | Jun 10, 2025 | WMT Walmart Inc. | Buy | 81.54estimated | $98.12 | $1,001 – $15,000 | 8221124 WALMART INC CMN |
May 19, 2025 Member | Jun 10, 2025 | — C MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8221124 C MOODY'S CORPORATION CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — INTL FLAVORS & FRAGRANCE CMA | Buy | — | — | $1,001 – $15,000 | 8221124 INTL FLAVORS & FRAGRANCE CMA |
May 19, 2025 Dependent | Jun 10, 2025 | TROW T. Rowe Price Group, Inc. | Buy | 81.67estimated | $97.96 | $1,001 – $15,000 | 8221124 I. ROWE PRICE GROUP, INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | HD Home Depot, Inc. (The) | Buy | 21.09estimated | $379.38 | $1,001 – $15,000 | 8221124 THE HOME DEPOT, INC, CMN |
May 19, 2025 Dependent | Jun 10, 2025 | WY Weyerhaeuser Company | Buy | 301.91estimated | $26.50 | $1,001 – $15,000 | 8221124 WEYERHAEUSER COMPANY CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — SM COMPANY CMIN | Buy | — | — | $1,001 – $15,000 | 8221124 SM COMPANY CMIN |
May 19, 2025 Dependent | Jun 10, 2025 | — CROWN CASTLE INTL COAP CMN | Buy | — | — | $1,001 – $15,000 | 8221124 CROWN CASTLE INTL COAP CMN |
May 19, 2025 Dependent | Jun 10, 2025 | INVH Invitation Homes Inc. | Buy | 232.57estimated | $34.40 | $1,001 – $15,000 | 8221124 INVITATION HOMES INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | CAG ConAgra Brands, Inc. | Buy | 347.7estimated | $23.01 | $1,001 – $15,000 | 8221124 CONAGRA BRANDS INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | DOW Dow Inc. Common Stock | Buy | 265.71estimated | $30.11 | $1,001 – $15,000 | 8221124 DOW INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | INCY Incyte Corp. | Buy | 125.38estimated | $63.81 | $1,001 – $15,000 | 8221124 INCYTE CORPORATION CMN |
May 19, 2025 Dependent | Jun 10, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 25.05estimated | $319.39 | $1,001 – $15,000 | 8221124 ACCENTURE PLC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | TECH Bio-Techne Corp | Buy | 162.35estimated | $49.28 | $1,001 – $15,000 | 8221124 BIO-TECHNE CORPORATION CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8221124 EQUITY RESIDENTIAL CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — MID-AMERICA APT CMNTYS INC CMN | Buy | — | — | $1,001 – $15,000 | 8221124 MID-AMERICA APT CMNTYS INC CMN |
May 19, 2025 Member | Jun 10, 2025 | — CARE GROUP, INC OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8221124 CARE GROUP, INC OMN CLASS A |
May 19, 2025 Dependent | Jun 10, 2025 | RVTY Revvity, Inc. | Buy | 84.84estimated | $94.30 | $1,001 – $15,000 | 8221124 REVVITY INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8221124 CORPORATION OMN |
May 19, 2025 Dependent | Jun 10, 2025 | — AMERICAN EXPRESS CD. CMN | Buy | — | — | $1,001 – $15,000 | 8221124 AMERICAN EXPRESS CD. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — OVIA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8221124 OVIA HOLDINGS INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — METTLER TOLEDO INTL EMN | Buy | — | — | $1,001 – $15,000 | 8221124 METTLER TOLEDO INTL EMN |
May 19, 2025 Dependent | Jun 10, 2025 | TGT Target Corporation | Buy | 81.65estimated | $97.99 | $1,001 – $15,000 | 8221124 TARGET CORPORATION CMN |
May 19, 2025 Dependent | Jun 10, 2025 | BXP BXP, Inc. | Buy | 117.83estimated | $67.90 | $1,001 – $15,000 | 8221124 BXP INC COMMON STOCK |
May 19, 2025 Dependent | Jun 10, 2025 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8221124 QUALCOMM INC CMN |
May 19, 2025 Member | Jun 10, 2025 | ROST Ross Stores, Inc. | Buy | 51.86estimated | $154.26 | $1,001 – $15,000 | 8221124 C ROSS STORES, INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — D.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221124 D.R. HORTON, INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — IDANAHER CORPORATION CMH | Buy | — | — | $1,001 – $15,000 | 8221124 IDANAHER CORPORATION CMH |
May 19, 2025 Dependent | Jun 10, 2025 | CL Colgate-Palmolive Company | Buy | 87.21estimated | $91.74 | $1,001 – $15,000 | 8221124 COLGATE-PALMOLIVE CO CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — ZOETIS WC. CMN | Buy | — | — | $1,001 – $15,000 | 8221124 ZOETIS WC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | PLD Prologis, Inc. | Buy | 72.3estimated | $110.65 | $1,001 – $15,000 | 8221124 PROLOGIS INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | AMZN Amazon.com, Inc. | Buy | 38.81estimated | $206.16 | $1,001 – $15,000 | 8221124 AMAZON.COM INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — HUMANA ING CMN | Buy | — | — | $1,001 – $15,000 | 8221124 HUMANA ING CMN |
May 19, 2025 Member | Jun 10, 2025 | NASC CAN CLASS N | Buy | — | — | $1,001 – $15,000 | 8221124 (CAN |
May 19, 2025 Dependent | Jun 10, 2025 | MO Altria Group, Inc. | Buy | 134.53estimated | $59.47 | $1,001 – $15,000 | 8221124 ALTRIA GROUP, INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | UNP Union Pacific Corporation | Buy | 34.86estimated | $229.50 | $1,001 – $15,000 | 8221124 UNION PACIFIC CORP. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — IS COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8221124 IS COMMON STOCK |
May 19, 2025 Dependent | Jun 10, 2025 | ADBE Adobe Inc. | Buy | 19.02estimated | $420.68 | $1,001 – $15,000 | 8221124 ADOBE INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | DIS Walt Disney Company (The) | Buy | 71.01estimated | $112.66 | $1,001 – $15,000 | 8221124 WALT DISNEY COMPANY (THE CMN |
May 19, 2025 Dependent | Jun 10, 2025 | PFE Pfizer, Inc. | Buy | 347.85estimated | $23.00 | $1,001 – $15,000 | 8221124 PFIZER INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | AAPL Apple Inc. | Buy | 38.32estimated | $208.78 | $1,001 – $15,000 | 8221124 APPLE INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | MRNA Moderna, Inc. | Buy | 303.16estimated | $26.39 | $1,001 – $15,000 | 8221124 MODERNA, INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | DD DuPont de Nemours, Inc. | Buy | 93.78estimated | $85.31 | $1,001 – $15,000 | 8221124 DUPONT DE NEMOURS INC CMN * |
May 19, 2025 Dependent | Jun 10, 2025 | JNJ Johnson & Johnson | Buy | 52.47estimated | $152.49 | $1,001 – $15,000 | 8221124 JOHNSON & JOHNSON CMN |
May 19, 2025 Member | Jun 10, 2025 | — EMPHASE ENERGY, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221124 EMPHASE ENERGY, INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | FISV Fiserv, Inc. | Buy | 47.3estimated | $169.14 | $1,001 – $15,000 | 8221124 FISERV, INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | VLTO Veralto Corp Common Stock | Buy | 78.29estimated | $102.19 | $1,001 – $15,000 | 8221124 (VERALTO CORPORATION CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — TALEXANDRIA REAL ESTATE EQUTES, CMN | Buy | — | — | $1,001 – $15,000 | 8221124 TALEXANDRIA REAL ESTATE EQUTES, CMN |
May 19, 2025 Dependent | Jun 10, 2025 | SMCI Super Micro Computer, Inc. | Buy | 178.62estimated | $44.79 | $1,001 – $15,000 | 8221124 SUPER MICRO COMPUTER, INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — AIRBNE, INC. CMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8221124 AIRBNE, INC. CMIN CLASS A |
May 19, 2025 Dependent | Jun 10, 2025 | EPAM EPAM Systems, Inc. | Buy | 43.54estimated | $183.75 | $1,001 – $15,000 | 8221124 EPAM SYSTEMS, INC. CMN |
May 19, 2025 Dependent | Jun 10, 2025 | ALGN Align Technology, Inc. | Buy | 43.28estimated | $184.84 | $1,001 – $15,000 | 8221124 ALIGN TECHNOLOGY, INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — CYS HEALTH CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221124 CYS HEALTH CORP CMN |
May 19, 2025 Dependent | Jun 10, 2025 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8221124 WARNER BROS DISCOVERY INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 83.54estimated | $95.77 | $1,001 – $15,000 | 8221124 ZIMMER BIOMET HOLDINGS INC |
May 19, 2025 Dependent | Jun 10, 2025 | — COOPER COS INC/THE CMIY | Buy | — | — | $1,001 – $15,000 | 8221124 COOPER COS INC/THE CMIY |
May 19, 2025 Dependent | Jun 10, 2025 | FTV Fortive Corporation Common Stock | Buy | 151.55estimated | $52.79 | $1,001 – $15,000 | 8221124 FORTIVE CORPORATION CMN |
May 19, 2025 Dependent | Jun 10, 2025 | ROP Roper Technologies, Inc. | Buy | 13.78estimated | $580.47 | $1,001 – $15,000 | 8221124 ROPER TECHNOLOGIES INC CMN |
May 19, 2025 Dependent | Jun 10, 2025 | SYY Sysco Corporation | Buy | 109.6estimated | $73.00 | $1,001 – $15,000 | 8221124 SYSCO CORPORATION CMN |
May 19, 2025 Dependent | Jun 10, 2025 | KHC The Kraft Heinz Company | Buy | 286.96estimated | $27.88 | $1,001 – $15,000 | 8221124 THE KRAFT HEINZ CO CMN |
May 19, 2025 Dependent | Jun 10, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8221124 ICMN |
May 19, 2025 Dependent | Jun 10, 2025 | CSX CSX Corporation | Buy | 256.34estimated | $31.21 | $1,001 – $15,000 | 8221124 CSX CORPORATION CMN |
May 19, 2025 Dependent | Jun 10, 2025 | MRSH Marsh | Buy | 34.51estimated | $231.84 | $1,001 – $15,000 | 8221124 MARSH & MCLENNAN CO INC CMN |
May 19, 2025 Member | Jun 10, 2025 | NUE Nucor Corporation | Buy | 69.08estimated | $115.82 | $1,001 – $15,000 | 8221124 pC ¡NUCOR CORPORATION CMN |
May 17, 2025 Spouse | Jul 9, 2025 | — MUTUAL FUND | Buy | — | — | $1,001 – $15,000 | 8221176 MUTUAL FUND |
May 16, 2025 Dependent | Jun 10, 2025 | — INCORPORATE CMN | Buy | — | — | $1,001 – $15,000 | 8221124 INCORPORATE CMN |
May 16, 2025 Dependent | Jun 10, 2025 | DDOG Datadog, Inc. Class A | Buy | 67.99estimated | $117.67 | $1,001 – $15,000 | 8221124 DATADOG, INC, CMN |
May 16, 2025 Dependent | Jun 10, 2025 | AVGO Broadcom Inc. | Buy | 35estimated | $228.61 | $1,001 – $15,000 | 8221124 BROADCOM INC. CMN |
May 16, 2025 Spouse | Jun 10, 2025 | BAC Bank of America Corporation | Buy | 179.02estimated | $44.69 | $1,001 – $15,000 | 8221124 BANK OF AMERICA CORP CMN |
May 16, 2025 Spouse | Jun 10, 2025 | GPN Global Payments Inc. | Buy | 97.13estimated | $82.37 | $1,001 – $15,000 | 8221124 GLOBAL PAYMENTS INC. CMN |
May 16, 2025 Spouse | Jun 10, 2025 | GPN Global Payments Inc. | Buy | 97.13estimated | $82.37 | $1,001 – $15,000 | 8221124 GLOBAL PAYMENTS INC, CMN |
May 15, 2025 Spouse | Jun 9, 2026 | ABNB Airbnb, Inc. Class A | Buy | 58.49estimated | $136.79 | $1,001 – $15,000 | 9116142 AIRBNB, INC. CMN |
May 15, 2025 Spouse | Jun 9, 2026 | — METTLER-TOLEDO INTL. CMN | Buy | — | — | $1,001 – $15,000 | 9116142 METTLER-TOLEDO INTL. CMN |
May 15, 2025 Spouse | Jun 10, 2025 | GPN Global Payments Inc. | Buy | 96.41estimated | $82.98 | $1,001 – $15,000 | 8221124 GLOBAL PAYMENTS INC. CMN |
May 15, 2025 Spouse | Jun 10, 2025 | GPN Global Payments Inc. | Buy | 96.41estimated | $82.98 | $1,001 – $15,000 | 8221124 GLOBAL PAYMENTS INC, CMN |
May 13, 2025 Spouse | Jun 10, 2025 | VYX NCR Voyix Corporation | Buy | 720.12estimated | $11.11 | $1,001 – $15,000 | 8221124 NCR VOYIX CORP CMN |
May 13, 2025 Spouse | Jun 10, 2025 | — INCA VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221124 INCA VOYIX CORP CMN |
May 13, 2025 Spouse | Jun 10, 2025 | — ULTRA CLEAN HOLDINGS, INC. CIN | Buy | — | — | $1,001 – $15,000 | 8221124 ULTRA CLEAN HOLDINGS, INC. CIN |
May 13, 2025 Spouse | Jun 10, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8221124 ICMN |
May 13, 2025 Member | Jun 10, 2025 | — P PENN ENTERTAINMENT ING CMN | Buy | — | — | $1,001 – $15,000 | 8221124 P PENN ENTERTAINMENT ING CMN |
May 13, 2025 Dependent | Jun 10, 2025 | — HEALTHPEAK OP, LLC CMN | Buy | — | — | $1,001 – $15,000 | 8221124 HEALTHPEAK OP, LLC CMN |
May 12, 2025 Dependent | Jun 10, 2025 | — HENCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8221124 HENCORPORA CMN |
May 12, 2025 Spouse | Jun 10, 2025 | VYX NCR Voyix Corporation | Receive | 721.42estimated | $11.09 | $1,001 – $15,000 | 8221124 NCR VOYIX CORP CMN |
May 12, 2025 Spouse | Jun 10, 2025 | — INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8221124 INCORPORA CMN |
May 12, 2025 Member | Jun 10, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 359.73estimated | $22.24 | $1,001 – $15,000 | 8221124 ULTRA CLEAN HOLDINGS, INC. CMN |
May 12, 2025 Spouse | Jun 10, 2025 | — INCR VOYIX CORP CAAN | Buy | — | — | $1,001 – $15,000 | 8221124 INCR VOYIX CORP CAAN |
May 12, 2025 Spouse | Jun 10, 2025 | — INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8221124 INCORPORA CMN |
May 12, 2025 Spouse | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 238.96estimated | $33.48 | $1,001 – $15,000 | 8221124 (TENABLE HOLDINGS, INC CMN |
May 12, 2025 Spouse | Jun 10, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 359.73estimated | $22.24 | $1,001 – $15,000 | 8221124 ULTRA CLEAN HOLDINGS, INC. CMN |
May 10, 2025 Spouse | Jul 9, 2025 | — NOR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8221176 NOR VOYIX CORP CMN |
May 9, 2025 Dependent | Jun 10, 2025 | — MERCK ACO. INC COM | Sell | — | — | $1,001 – $15,000 | 8221124 MERCK ACO. INC COM |
May 9, 2025 Dependent | Jun 10, 2025 | CVX Chevron Corporation | Sell | 49.14estimated | $138.49 | $1,001 – $15,000 | 8221124 CHEVRON CORP NEW COM |
May 9, 2025 Dependent | Jun 10, 2025 | — APOLLO GLOBAL MGMT INC COM | Sell | — | — | $1,001 – $15,000 | 8221124 APOLLO GLOBAL MGMT INC COM |
May 9, 2025 Spouse | Jun 10, 2025 | — ORD 5H5 NIPPON TEL RTEL CORP SPON ADA EACH REP | Buy | — | — | $1,001 – $15,000 | 8221124 ORD 5H5 NIPPON TEL RTEL CORP SPON ADA EACH REP |
May 9, 2025 Spouse | Jun 10, 2025 | HD Home Depot, Inc. (The) | Buy | 22.06estimated | $362.71 | $1,001 – $15,000 | 8221124 HOME DEPOT INC |
May 9, 2025 Spouse | Jun 10, 2025 | — EXXON MOBAL CORP COM | Buy | — | — | $1,001 – $15,000 | 8221124 EXXON MOBAL CORP COM |
May 9, 2025 Spouse | Jun 10, 2025 | — MERCK GOD. INC COM | Sell | — | — | $1,001 – $15,000 | 8221124 MERCK GOD. INC COM |
May 9, 2025 Dependent | Jun 10, 2025 | — TENABLE HOLDINGS, INC CAN | Buy | — | — | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, INC CAN |
May 9, 2025 Spouse | Jun 10, 2025 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221124 SPONSORED ADR CMN |
May 9, 2025 Spouse | Jun 10, 2025 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221124 SPONSORED ADR CMN |
May 9, 2025 Spouse | Jun 10, 2025 | — ENEL SOCIETA PER AZIONI ADR CMN | Receive | — | — | $1,001 – $15,000 | 8221124 ENEL SOCIETA PER AZIONI ADR CMN |
May 9, 2025 Spouse | Jun 10, 2025 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221124 SPONSORED ADR CMN |
May 9, 2025 Member | Jun 10, 2025 | — STMICROELECTRONICS NV ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221124 STMICROELECTRONICS NV ADR CMN |
May 9, 2025 Spouse | Jun 10, 2025 | — CHF 10 REGD SHS) | Buy | — | — | $1,001 – $15,000 | 8221124 CHF 10 REGD SHS) |
May 9, 2025 Member | Jun 10, 2025 | CVX Chevron Corporation | Sell | 57.77estimated | $138.49 | $1,001 – $15,000 | 8221124 P CHEVRON CORP NEW COM |
May 9, 2025 Spouse | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 253.82estimated | $31.52 | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, INC CMN |
May 9, 2025 Dependent | Jun 10, 2025 | — JOHNSON BUCHNSON COM | Buy | — | — | $1,001 – $15,000 | 8221124 JOHNSON BUCHNSON COM |
May 9, 2025 Spouse | Jun 10, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8221124 HOLOGIC INCORPORATED CMN |
May 9, 2025 Spouse | Jun 10, 2025 | — VUITTON SA ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221124 VUITTON SA ADR CMN |
May 9, 2025 Spouse | Jun 10, 2025 | — CRH PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8221124 CRH PUBLIC LIMITED COMPANY CMN |
May 9, 2025 Dependent | Jun 10, 2025 | — EXXON MOBIL CORP COM | Buy | — | — | $1,001 – $15,000 | 8221124 EXXON MOBIL CORP COM |
May 9, 2025 Spouse | Jun 10, 2025 | — SPON ADR | Buy | — | — | $1,001 – $15,000 | 8221124 SPON ADR |
May 9, 2025 Spouse | Jun 10, 2025 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221124 SPONSORED ADR CMN |
May 9, 2025 Member | Jun 10, 2025 | — P CAP GEMINI ADR CMN | Buy | — | — | $1,001 – $15,000 | 8221124 P CAP GEMINI ADR CMN |
May 9, 2025 Dependent | Jun 10, 2025 | — ORD SHS NIPPON TEL ETEL CORP SPON ADR EACH HEP | Buy | — | — | $1,001 – $15,000 | 8221124 ORD SHS NIPPON TEL ETEL CORP SPON ADR EACH HEP |
May 9, 2025 Dependent | Jun 10, 2025 | — DOHNSON JOHNSON COM | Buy | — | — | $1,001 – $15,000 | 8221124 DOHNSON JOHNSON COM |
May 9, 2025 Dependent | Jun 10, 2025 | HD Home Depot, Inc. (The) | Buy | 22.06estimated | $362.71 | $1,001 – $15,000 | 8221124 HOME DEPOT INC |
May 8, 2025 Dependent | Jun 10, 2025 | — INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8221124 INCORPORA CMN |
May 8, 2025 Dependent | Jun 10, 2025 | — HOLOGIC INCORPORATED EMN | Buy | — | — | $1,001 – $15,000 | 8221124 HOLOGIC INCORPORATED EMN |
May 8, 2025 Spouse | Jun 10, 2025 | — BAXTER INTERMATIONAL INC CMN | Buy | — | — | $1,001 – $15,000 | 8221124 BAXTER INTERMATIONAL INC CMN |
May 8, 2025 Dependent | Jun 10, 2025 | — TO BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8221124 TO BASKET OF INDICES |
May 8, 2025 Spouse | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 249.94estimated | $32.01 | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, INC CMN |
May 8, 2025 Spouse | Jun 10, 2025 | — HOLDGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8221124 HOLDGIC INCORPORATED CMN |
May 8, 2025 Dependent | Jun 10, 2025 | — APOLOGIOBAL REGMTINC COM | Sell | — | — | $1,001 – $15,000 | 8221124 APOLOGIOBAL REGMTINC COM |
May 8, 2025 Spouse | Jun 10, 2025 | BAX Baxter International Inc. | Buy | 256.43estimated | $31.20 | $1,001 – $15,000 | 8221124 BAXTER INTERNATIONAL INC CMN |
May 8, 2025 Spouse | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 249.94estimated | $32.01 | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, INC CMN |
May 8, 2025 Spouse | Jun 10, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8221124 HOLOGIC INCORPORATED CMN |
May 8, 2025 Dependent | Jun 10, 2025 | — EXXON MODA CORP COM | Buy | — | — | $1,001 – $15,000 | 8221124 EXXON MODA CORP COM |
May 8, 2025 Member | Jun 10, 2025 | — IP APOLLO GLOBAL MAMT INC COM | Sell | — | — | $1,001 – $15,000 | 8221124 IP APOLLO GLOBAL MAMT INC COM |
May 7, 2025 Dependent | Jun 10, 2025 | — HCA HEALTHCARE, INC OMN | Buy | — | — | $1,001 – $15,000 | 8221124 HCA HEALTHCARE, INC OMN |
May 6, 2025 Dependent | Jul 9, 2025 | LLY Eli Lilly and Company | Buy | 10.32estimated | $775.12 | $1,001 – $15,000 | 8221176 ELI LILLY & CO CMN |
May 6, 2025 Dependent | Jul 9, 2025 | — (ROCKWELL AUTOMATION INC CIN | Buy | — | — | $1,001 – $15,000 | 8221176 (ROCKWELL AUTOMATION INC CIN |
May 6, 2025 Dependent | Jul 9, 2025 | APD Air Products and Chemicals, Inc. | Buy | 29.9estimated | $267.62 | $1,001 – $15,000 | 8221176 AIR PRODUCTS & CHEMICALS INC CMN |
May 6, 2025 Dependent | Jun 10, 2025 | BAX Baxter International Inc. | Buy | 267.31estimated | $29.93 | $1,001 – $15,000 | 8221124 BAXTER INTERNATIONAL INC CMN |
May 6, 2025 Spouse | Jun 10, 2025 | — BATER INTERNATIONAL INC CIN | Buy | — | — | $1,001 – $15,000 | 8221124 BATER INTERNATIONAL INC CIN |
May 6, 2025 Spouse | Jun 10, 2025 | — laMN | Buy | — | — | $1,001 – $15,000 | 8221124 laMN |
May 6, 2025 Spouse | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 257estimated | $31.13 | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, INC CMN |
May 6, 2025 Spouse | Jun 10, 2025 | BAX Baxter International Inc. | Buy | 267.31estimated | $29.93 | $1,001 – $15,000 | 8221124 BAXTER INTERNATIONAL INC CMN |
May 6, 2025 Spouse | Jun 10, 2025 | — TENABLE HOLDINGS, ING CMN | Buy | — | — | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, ING CMN |
May 5, 2025 Spouse | Oct 3, 2025 | — COCA-COLA COMPANY (THELMN | Buy | — | — | $1,001 – $15,000 | 9115679 COCA-COLA COMPANY (THELMN |
May 5, 2025 Dependent | Jul 9, 2025 | — AMAZON.COM INC EMN | Buy | — | — | $1,001 – $15,000 | 8221176 AMAZON.COM INC EMN |
May 5, 2025 Dependent | Jun 10, 2025 | — OMD SHS MEON TEL ATEL CORP SPON ADR EACH REP | Buy | — | — | $1,001 – $15,000 | 8221124 OMD SHS MEON TEL ATEL CORP SPON ADR EACH REP |
May 5, 2025 Spouse | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 255.93estimated | $31.26 | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, INC CMN |
May 5, 2025 Dependent | Jun 10, 2025 | — HOME DEPDT INC | Buy | — | — | $1,001 – $15,000 | 8221124 HOME DEPDT INC |
May 5, 2025 Dependent | Jun 10, 2025 | — APOLLO GLOBAL MENT SAC COM | Sell | — | — | $1,001 – $15,000 | 8221124 APOLLO GLOBAL MENT SAC COM |
May 5, 2025 Spouse | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 255.93estimated | $31.26 | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, INC CMN |
May 5, 2025 Spouse | Jun 10, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8221124 ICMN |
May 3, 2025 Dependent | Jul 9, 2025 | — D6/01/26JD | Buy | — | — | $1,001 – $15,000 | 8221176 D6/01/26JD |
May 2, 2025 Dependent | Jul 6, 2026 | ABT Abbott Laboratories | Buy | 60.24estimated | $132.82 | $1,001 – $15,000 | 9116206 ABBOTT LABORATORIES CMN |
May 2, 2025 Spouse | Oct 3, 2025 | TENB Tenable Holdings, Inc. | Buy | 260.01estimated | $30.77 | $1,001 – $15,000 | 9115679 TENABLE HOLDINGS, INC CMN |
May 2, 2025 Dependent | Jun 10, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 78.15estimated | $102.38 | $1,001 – $15,000 | 8221124 ZIMMER BIOMET HOLDINGS INC |
May 2, 2025 Dependent | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 260.01estimated | $30.77 | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, INC CMN |
May 2, 2025 Spouse | Jun 10, 2025 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8221124 ELECTRONIC ARTS CMN |
May 2, 2025 Spouse | Jun 10, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 78.15estimated | $102.38 | $1,001 – $15,000 | 8221124 ZIMMER BIOMET HOLDINGS INC |
May 2, 2025 Member | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 260.01estimated | $30.77 | $1,001 – $15,000 | 8221124 P TENABLE HOLDINGS, INC CMN |
May 2, 2025 Spouse | Jun 10, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8221124 HOLOGIC INCORPORATED CMN |
May 2, 2025 Spouse | Jun 10, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 78.15estimated | $102.38 | $1,001 – $15,000 | 8221124 ZIMMER BIOMET HOLDINGS INC |
May 2, 2025 Member | Jun 10, 2025 | — P TENABLE HOLDINGS, ING CMN | Buy | — | — | $1,001 – $15,000 | 8221124 P TENABLE HOLDINGS, ING CMN |
May 2, 2025 Spouse | Jun 10, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8221124 HOLOGIC INCORPORATED CMN |
May 1, 2025 Dependent | Jun 9, 2026 | COF Capital One Financial Corporation | Buy | 44.39estimated | $180.22 | $1,001 – $15,000 | 9116142 (CAPITAL ONE FINANCIAL CORP CMN |
May 1, 2025 Dependent | Jun 9, 2026 | VICI VICI Properties Inc. | Buy | 253.9estimated | $31.51 | $1,001 – $15,000 | 9116142 VICI PROPERTIES INC. CMN |
May 1, 2025 Dependent | Jun 9, 2026 | PODD Insulet Corporation | Buy | 31.97estimated | $250.25 | $1,001 – $15,000 | 9116142 INSULET CORPORATION CMN |
May 1, 2025 Spouse | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 260.26estimated | $30.74 | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS, INC CMN |
May 1, 2025 Spouse | Jun 10, 2025 | TENB Tenable Holdings, Inc. | Buy | 260.26estimated | $30.74 | $1,001 – $15,000 | 8221124 TENABLE HOLDINGS. INC CMN |
Apr 30, 2025 Dependent | May 12, 2025 | — TENABLE HOLDINGS, INC OMN | Buy | — | — | $1,001 – $15,000 | 8220906 TENABLE HOLDINGS, INC OMN |
Apr 30, 2025 Spouse | May 12, 2025 | — LULTRA CLEAN HOLDINGS, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220906 LULTRA CLEAN HOLDINGS, INC. OMN |
Apr 30, 2025 Member | May 12, 2025 | PENN PENN Entertainment, Inc. | Buy | 525.66estimated | $15.22 | $1,001 – $15,000 | 8220906 P PENN ENTERTAINMENT INC CMN |
Apr 30, 2025 Member | May 12, 2025 | TENB Tenable Holdings, Inc. | Buy | 261.71estimated | $30.57 | $1,001 – $15,000 | 8220906 P TENABLE HOLDINGS, INC CMN * |
Apr 30, 2025 Spouse | May 12, 2025 | TENB Tenable Holdings, Inc. | Buy | 261.71estimated | $30.57 | $1,001 – $15,000 | 8220906 TENABLE HOLDINGS, INC CMN |
Apr 29, 2025 Dependent | May 12, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220906 INDEX |
Apr 29, 2025 Spouse | May 12, 2025 | IP International Paper Company | Buy | 167.97estimated | $47.63 | $1,001 – $15,000 | 8220906 INTERNATIONAL PAPER CO. CMN |
Apr 29, 2025 Spouse | May 12, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220906 BERKSHIRE HATHAWAY INC. CLASS B |
Apr 28, 2025 Dependent | May 12, 2025 | — UBS AG LINKED TO S&P 5D0 INDEX | Buy | — | — | $1,001 – $15,000 | 8220906 UBS AG LINKED TO S&P 5D0 INDEX |
Apr 27, 2025 Spouse | May 12, 2025 | TFC Truist Financial Corporation | Buy | 212.38estimated | $37.67 | $1,001 – $15,000 | 8220906 TRUIST FINANCIAL CORPORATION CMN |
Apr 26, 2025 Spouse | May 12, 2025 | — MKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MKS INSTRUMENTS INC CMN |
Apr 25, 2025 Dependent | May 12, 2025 | — PROLOGIS INC CIMN | Buy | — | — | $1,001 – $15,000 | 8220906 PROLOGIS INC CIMN |
Apr 25, 2025 Dependent | May 12, 2025 | — UNION PACIFIC CORP, CMN 1x | Buy | — | — | $1,001 – $15,000 | 8220906 UNION PACIFIC CORP, CMN 1x |
Apr 25, 2025 Dependent | May 12, 2025 | — DELTA AIR LINES, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220906 DELTA AIR LINES, INC. OMN |
Apr 25, 2025 Dependent | May 12, 2025 | CMG Chipotle Mexican Grill, Inc. | Buy | 154.51estimated | $51.78 | $1,001 – $15,000 | 8220906 CHIPOTLE MEXICAN GRILL, INC. CMN |
Apr 25, 2025 Dependent | May 12, 2025 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 27.7estimated | $288.82 | $1,001 – $15,000 | 8220906 EATON CORP PLC CMN |
Apr 25, 2025 Dependent | May 12, 2025 | NTAP NetApp, Inc. | Buy | 90.45estimated | $88.45 | $1,001 – $15,000 | 8220906 NETAPP, INC. CMN |
Apr 25, 2025 Dependent | May 12, 2025 | — BLACKROCK FUNDING, INC, CMN _x | Buy | — | — | $1,001 – $15,000 | 8220906 BLACKROCK FUNDING, INC, CMN _x |
Apr 25, 2025 Dependent | May 12, 2025 | — THERMO FISHER SCIENTIFIC INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220906 THERMO FISHER SCIENTIFIC INC CMIN |
Apr 25, 2025 Member | May 12, 2025 | — SPAON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220906 SPAON PUBLIC LIMITED COMPANY CMN |
Apr 25, 2025 Dependent | May 12, 2025 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220906 AON PUBLIC LIMITED COMPANY CMN |
Apr 25, 2025 Spouse | May 12, 2025 | — GEN DIGITAL ING CMN * | Buy | — | — | $1,001 – $15,000 | 8220906 GEN DIGITAL ING CMN * |
Apr 25, 2025 Member | May 12, 2025 | — DEAON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220906 DEAON PUBLIC LIMITED COMPANY CMN |
Apr 25, 2025 Spouse | May 12, 2025 | KMB Kimberly-Clark Corporation | Buy | 60.79estimated | $131.61 | $1,001 – $15,000 | 8220906 IKIMBERLY-CLARK CORPORATION CMN |
Apr 25, 2025 Spouse | May 12, 2025 | — MKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MKS INSTRUMENTS INC CMN |
Apr 25, 2025 Dependent | May 12, 2025 | — GLOBAL PAYMENTS INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220906 GLOBAL PAYMENTS INC. OMN |
Apr 25, 2025 Dependent | May 12, 2025 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220906 BLACKSTONE GROUP INC/THE CMN |
Apr 25, 2025 Dependent | May 12, 2025 | — NORFOLK SOUTHERN CORP OMN | Buy | — | — | $1,001 – $15,000 | 8220906 NORFOLK SOUTHERN CORP OMN |
Apr 25, 2025 Dependent | May 12, 2025 | XYL Xylem Inc. Common Stock New | Buy | 68.91estimated | $116.10 | $1,001 – $15,000 | 8220906 XYLEM INC, CMN |
Apr 25, 2025 Dependent | May 12, 2025 | IQV IQVIA Holdings, Inc. | Buy | 53.24estimated | $150.28 | $1,001 – $15,000 | 8220906 LIQVIA HOLDINGS INC CMN |
Apr 25, 2025 Dependent | May 12, 2025 | — EMERSON ELECTRIC CO. OMN | Buy | — | — | $1,001 – $15,000 | 8220906 EMERSON ELECTRIC CO. OMN |
Apr 24, 2025 Member | May 11, 2026 | — TRADE DESK, INC. (THE) CMIN | Buy | — | — | $1,001 – $15,000 | 9115822 TRADE DESK, INC. (THE) CMIN |
Apr 24, 2025 Member | May 11, 2026 | PRU Prudential Financial, Inc. | Buy | 76.91estimated | $104.03 | $1,001 – $15,000 | 9115822 PRUDENTIAL FINANCIAL INC CMN x |
Apr 24, 2025 Member | May 11, 2026 | — IN CMN | Buy | — | — | $1,001 – $15,000 | 9115822 IN CMN |
Apr 24, 2025 Spouse | May 11, 2026 | DIS Walt Disney Company (The) | Buy | 88.88estimated | $90.01 | $1,001 – $15,000 | 9115822 WALT DISNEY COMPANY (THE) CMN |
Apr 24, 2025 Dependent | May 12, 2025 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220906 S&P 500 INDEX |
Apr 24, 2025 Dependent | May 12, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220906 INDEX |
Apr 24, 2025 Spouse | May 12, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220906 INDEX |
Apr 24, 2025 Spouse | May 12, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220906 INDEX |
Apr 24, 2025 Dependent | May 12, 2025 | — O0 INDEX | Buy | — | — | $1,001 – $15,000 | 8220906 O0 INDEX |
Apr 23, 2025 Member | May 12, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220906 INDEX |
Apr 23, 2025 Dependent | May 12, 2025 | — GRAPHIC PACKAGING HLDGCO CMN | Receive | — | — | $1,001 – $15,000 | 8220906 GRAPHIC PACKAGING HLDGCO CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — GLOBAL PAYMENTS INC OMN | Buy | — | — | $1,001 – $15,000 | 8220906 GLOBAL PAYMENTS INC OMN |
Apr 23, 2025 Member | May 12, 2025 | — P I B HUNT TRANS SVES INC CMN * | Buy | — | — | $1,001 – $15,000 | 8220906 P I B HUNT TRANS SVES INC CMN * |
Apr 23, 2025 Spouse | May 12, 2025 | FDS FactSet Research Systems Inc. | Buy | 18.8estimated | $425.52 | $1,001 – $15,000 | 8220906 FACTSET RESEARCH SYSTEMS INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220906 ICMN |
Apr 23, 2025 Spouse | May 12, 2025 | VLTO Veralto Corp Common Stock | Buy | 88.35estimated | $90.55 | $1,001 – $15,000 | 8220906 VERALTO CORPORATION CMN |
Apr 23, 2025 Spouse | May 12, 2025 | LVS Las Vegas Sands Corp. | Buy | 232.71estimated | $34.38 | $1,001 – $15,000 | 8220906 LAS VEGAS SANDS CORP. CMN |
Apr 23, 2025 Member | May 12, 2025 | — P BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220906 P BLACKSTONE GROUP INC/THE CMN |
Apr 23, 2025 Spouse | May 12, 2025 | EPAM EPAM Systems, Inc. | Buy | 52.43estimated | $152.60 | $1,001 – $15,000 | 8220906 LEPAM SYSTEMS, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | RVTY Revvity, Inc. | Buy | 85.4estimated | $93.68 | $1,001 – $15,000 | 8220906 REVVITY INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220906 CORNING INCORPORATED CMN |
Apr 23, 2025 Spouse | May 12, 2025 | ECL Ecolab Inc. | Buy | 33.62estimated | $237.95 | $1,001 – $15,000 | 8220906 LECOLAB INC. CMN |
Apr 23, 2025 Member | May 12, 2025 | TRMB Trimble Inc. | Buy | 134.44estimated | $59.51 | $1,001 – $15,000 | 8220906 TRIMBLE INC CMN |
Apr 23, 2025 Member | May 12, 2025 | — SE EASTMAN CHEMICAL COMPANY CUN | Buy | — | — | $1,001 – $15,000 | 8220906 SE EASTMAN CHEMICAL COMPANY CUN |
Apr 23, 2025 Spouse | May 12, 2025 | — EQUITY RESIDENTIAL OMN | Buy | — | — | $1,001 – $15,000 | 8220906 EQUITY RESIDENTIAL OMN |
Apr 23, 2025 Spouse | May 12, 2025 | AME AMETEK, Inc. | Buy | 49.33estimated | $162.19 | $1,001 – $15,000 | 8220906 AMETEK INC (NEW) CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — FRANKUN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 FRANKUN RESOURCES INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | BWA BorgWarner Inc. | Buy | 293.81estimated | $27.23 | $1,001 – $15,000 | 8220906 BORGWARNER INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | GDDY GoDaddy Inc. Class A | Buy | 44.94estimated | $178.01 | $1,001 – $15,000 | 8220906 GODADDY INC. CMN |
Apr 23, 2025 Member | May 12, 2025 | — P DISCOVER FINANCIAL SERVICES CMN | Buy | — | — | $1,001 – $15,000 | 8220906 P DISCOVER FINANCIAL SERVICES CMN |
Apr 23, 2025 Spouse | May 12, 2025 | LEN Lennar Corporation Class A | Buy | 74.37estimated | $107.57 | $1,001 – $15,000 | 8220906 LENNAR CORPORATION CMN |
Apr 23, 2025 Spouse | May 12, 2025 | NXPI NXP Semiconductors N.V. | Buy | 44.23estimated | $180.87 | $1,001 – $15,000 | 8220906 INXP SEMICONDUCTORS N.V. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | JBL Jabil Inc. | Buy | 57.77estimated | $138.49 | $1,001 – $15,000 | 8220906 JABIL INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — CLOROX CO (THE) (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220906 CLOROX CO (THE) (DELAWARE) CMN |
Apr 23, 2025 Member | May 12, 2025 | AIZ Assurant, Inc. | Buy | 41.87estimated | $191.07 | $1,001 – $15,000 | 8220906 P ASSURANT, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | TGT Target Corporation | Buy | 86.82estimated | $92.15 | $1,001 – $15,000 | 8220906 TARGET CORPORATION CMN |
Apr 23, 2025 Member | May 12, 2025 | — OMAN | Buy | — | — | $1,001 – $15,000 | 8220906 OMAN |
Apr 23, 2025 Spouse | May 12, 2025 | — HOMN | Buy | — | — | $1,001 – $15,000 | 8220906 HOMN |
Apr 23, 2025 Spouse | May 12, 2025 | — IDEXX LABORATONIES CMN | Buy | — | — | $1,001 – $15,000 | 8220906 IDEXX LABORATONIES CMN |
Apr 23, 2025 Spouse | May 12, 2025 | KMX CarMax Inc | Buy | 121.59estimated | $65.80 | $1,001 – $15,000 | 8220906 CARMAX, INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | ORCL Oracle Corporation | Buy | 60.89estimated | $131.40 | $1,001 – $15,000 | 8220906 ORACLE CORPORATION CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — AIRBNE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 AIRBNE, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — PG INDUSTRIES, INC CMIN * | Buy | — | — | $1,001 – $15,000 | 8220906 PG INDUSTRIES, INC CMIN * |
Apr 23, 2025 Member | May 12, 2025 | BAX Baxter International Inc. | Buy | 270.29estimated | $29.60 | $1,001 – $15,000 | 8220906 BAXTER INTERNATIONAL INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | DXCM DexCom, Inc. | Buy | 119.66estimated | $66.86 | $1,001 – $15,000 | 8220906 DEXCOM, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | PAYX Paychex, Inc. | Buy | 55.86estimated | $143.22 | $1,001 – $15,000 | 8220906 PAYCHEX, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — NIKE CLASS-B CIN CLASS B | Buy | — | — | $1,001 – $15,000 | 8220906 NIKE CLASS-B CIN CLASS B |
Apr 23, 2025 Spouse | May 12, 2025 | RMD ResMed Inc. | Buy | 37.31estimated | $214.44 | $1,001 – $15,000 | 8220906 RESMED INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — THERMO FISHER SCIENTIFIC INC OMN | Buy | — | — | $1,001 – $15,000 | 8220906 THERMO FISHER SCIENTIFIC INC OMN |
Apr 23, 2025 Spouse | May 12, 2025 | IR Ingersoll Rand Inc. | Buy | 109.04estimated | $73.37 | $1,001 – $15,000 | 8220906 INGERSOLL RAND INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | HUBB Hubbell Inc | Buy | 23.13estimated | $345.95 | $1,001 – $15,000 | 8220906 HUBBELL, INCORPORATED CMN |
Apr 23, 2025 Spouse | May 12, 2025 | AMZN Amazon.com, Inc. | Buy | 44.3estimated | $180.60 | $1,001 – $15,000 | 8220906 AMAZON.COM INC CMN |
Apr 23, 2025 Member | May 12, 2025 | TFC Truist Financial Corporation | Buy | 215.41estimated | $37.14 | $1,001 – $15,000 | 8220906 P TRUIST FINANCIAL CORPORATION CMN |
Apr 23, 2025 Spouse | May 12, 2025 | DAL Delta Air Lines, Inc. | Buy | 193.25estimated | $41.40 | $1,001 – $15,000 | 8220906 DELTA AIR LINES, INC. CMN * |
Apr 23, 2025 Spouse | May 12, 2025 | — MOODY 5 CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220906 MOODY 5 CORPORATION OMN |
Apr 23, 2025 Spouse | May 12, 2025 | — ESX CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220906 ESX CORPORATION CMN |
Apr 23, 2025 Spouse | May 12, 2025 | CMG Chipotle Mexican Grill, Inc. | Buy | 164.08estimated | $48.76 | $1,001 – $15,000 | 8220906 CHIPOTLE MEXICAN GRILL INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | LRCX Lam Research Corporation | Buy | 119.89estimated | $66.73 | $1,001 – $15,000 | 8220906 LAM RESEARCH CORPORATION CMN *1 |
Apr 23, 2025 Spouse | May 12, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 101.61estimated | $78.74 | $1,001 – $15,000 | 8220906 MERCK & CO., INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — MICROSOFT CORPORAȚIDN CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MICROSOFT CORPORAȚIDN CMN |
Apr 23, 2025 Member | May 12, 2025 | — P NOR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220906 P NOR VOYIX CORP CMN |
Apr 23, 2025 Spouse | May 12, 2025 | PLTR Palantir Technologies Inc. Class A | Buy | 79.35estimated | $100.82 | $1,001 – $15,000 | 8220906 PALANTIR TECHNOLOGIES INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | ENPH Enphase Energy, Inc. | Buy | 177.51estimated | $45.07 | $1,001 – $15,000 | 8220906 ENPHASE ENERGY, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — AVALONDAY COMMUNITES ING CMN | Buy | — | — | $1,001 – $15,000 | 8220906 AVALONDAY COMMUNITES ING CMN |
Apr 23, 2025 Spouse | May 12, 2025 | FDX FedEx Corporation | Buy | 48.03estimated | $166.58 | $1,001 – $15,000 | 8220906 FEDEX CORPORATION CMN |
Apr 23, 2025 Spouse | May 12, 2025 | WST West Pharmaceutical Services, Inc. | Buy | 36.67estimated | $218.18 | $1,001 – $15,000 | 8220906 WEST PHARMACEUTICAL SERVICES INC |
Apr 23, 2025 Spouse | May 12, 2025 | BLDR Builders FirstSource, Inc. | Buy | 68.23estimated | $117.26 | $1,001 – $15,000 | 8220906 BUILDERS FIRSTSOURCE, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | SWKS Skyworks Solutions, Inc. | Buy | 136.39estimated | $58.66 | $1,001 – $15,000 | 8220906 SKYWORKS SOLUTIONS, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — TOMN | Buy | — | — | $1,001 – $15,000 | 8220906 TOMN |
Apr 23, 2025 Spouse | May 12, 2025 | — IINTERPUBLIC GROUP CO5 CMN | Buy | — | — | $1,001 – $15,000 | 8220906 IINTERPUBLIC GROUP CO5 CMN |
Apr 23, 2025 Spouse | May 12, 2025 | CZR Caesars Entertainment, Inc. | Buy | 299.42estimated | $26.72 | $1,001 – $15,000 | 8220906 CAESARS ENTERTAINMENT INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | FTNT Fortinet, Inc. | Buy | 82.48estimated | $97.00 | $1,001 – $15,000 | 8220906 FORTINET, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | IVZ Invesco Ltd | Buy | 592.19estimated | $13.51 | $1,001 – $15,000 | 8220906 INVESCO LTD. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | WY Weyerhaeuser Company | Buy | 316.1estimated | $25.31 | $1,001 – $15,000 | 8220906 WEYERHAEUSER COMPANY CMN |
Apr 23, 2025 Spouse | May 12, 2025 | VTRS Viatris Inc. | Buy | 1,024.39estimated | $7.81 | $1,001 – $15,000 | 8220906 VIATRIS INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | CNC Centene Corporation | Buy | 128.79estimated | $62.12 | $1,001 – $15,000 | 8220906 CENTENE CORPORATION CMN |
Apr 23, 2025 Spouse | May 12, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 80.45estimated | $99.45 | $1,001 – $15,000 | 8220906 ZIMMER BIOMET HOLDINGS INC |
Apr 23, 2025 Spouse | May 12, 2025 | SBUX Starbucks Corporation | Buy | 96.61estimated | $82.81 | $1,001 – $15,000 | 8220906 STARBUCKS CORP. CMN x |
Apr 23, 2025 Spouse | May 12, 2025 | MOS Mosaic Company (The) | Buy | 286.24estimated | $27.95 | $1,001 – $15,000 | 8220906 MOSAIC COMPANY (THE) CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — ALDEMARLE CORP CMN x | Buy | — | — | $1,001 – $15,000 | 8220906 ALDEMARLE CORP CMN x |
Apr 23, 2025 Spouse | May 12, 2025 | — LIDEX CORPORATION COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8220906 LIDEX CORPORATION COMMON STOCK |
Apr 23, 2025 Spouse | May 12, 2025 | SYY Sysco Corporation | Buy | 109.76estimated | $72.89 | $1,001 – $15,000 | 8220906 SYSCO CORPORATION CMN |
Apr 23, 2025 Member | May 12, 2025 | MU Micron Technology, Inc. | Buy | 109.7estimated | $72.93 | $1,001 – $15,000 | 8220906 P MICRON TECHNOLOGY, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 WARNER BROS DISCOVERY INC CMN |
Apr 23, 2025 Dependent | May 12, 2025 | TFC Truist Financial Corporation | Buy | 215.41estimated | $37.14 | $1,001 – $15,000 | 8220906 TRUIST FINANCIAL CORPORATION CMN |
Apr 23, 2025 Spouse | May 12, 2025 | OMC Omnicom Group Inc. | Buy | 109.22estimated | $73.25 | $1,001 – $15,000 | 8220906 OMNICOM GROUP CMN |
Apr 23, 2025 Spouse | May 12, 2025 | LUV Southwest Airlines Company | Buy | 313.5estimated | $25.52 | $1,001 – $15,000 | 8220906 SOUTHWEST AIRLINES CO CMN |
Apr 23, 2025 Spouse | May 12, 2025 | ABT Abbott Laboratories | Buy | 61.62estimated | $129.84 | $1,001 – $15,000 | 8220906 ABBOTT LABORATORIES CMN |
Apr 23, 2025 Spouse | May 12, 2025 | A Agilent Technologies, Inc. | Buy | 76.2estimated | $105.00 | $1,001 – $15,000 | 8220906 AGILENT TECHNOLOGIES, INC. CMN |
Apr 23, 2025 Member | May 12, 2025 | — AKAMAI TECHNOLOGIES, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220906 AKAMAI TECHNOLOGIES, INC. OMN |
Apr 23, 2025 Member | May 12, 2025 | CDNS Cadence Design Systems, Inc. | Buy | 30.14estimated | $265.42 | $1,001 – $15,000 | 8220906 P [CADENCE DESIGN SYSTEMS INC CMN |
Apr 23, 2025 Member | May 12, 2025 | FSLR First Solar, Inc. | Buy | 61.03estimated | $131.10 | $1,001 – $15,000 | 8220906 P FIRST SOLAR, INC. CMN |
Apr 23, 2025 Member | May 12, 2025 | — P DODRDASH INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 P DODRDASH INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — DECKERS OUTDOOR5 CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220906 DECKERS OUTDOOR5 CORP CMN |
Apr 23, 2025 Spouse | May 12, 2025 | DE Deere & Company | Buy | 17.53estimated | $456.44 | $1,001 – $15,000 | 8220906 DEERE & COMPANY CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — CHUBB LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8220906 CHUBB LIMITED CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — UNITED RENTALS, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 UNITED RENTALS, ING. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 ANSYS, INC. CMN |
Apr 23, 2025 Member | May 12, 2025 | — NETFUX, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 NETFUX, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | INTC Intel Corporation | Buy | 388.56estimated | $20.59 | $1,001 – $15,000 | 8220906 INTEL CORPORATION CMN |
Apr 23, 2025 Spouse | May 12, 2025 | ADBE Adobe Inc. | Buy | 22.73estimated | $351.96 | $1,001 – $15,000 | 8220906 ADOBE INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | MSI Motorola Solutions, Inc. | Buy | 18.86estimated | $424.16 | $1,001 – $15,000 | 8220906 MOTOROLA SOLUTIONS INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220906 ELECTRONIC ARTS CMN |
Apr 23, 2025 Spouse | May 12, 2025 | IQV IQVIA Holdings, Inc. | Buy | 54.4estimated | $147.06 | $1,001 – $15,000 | 8220906 IQVIA HOLDINGS INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | HPQ HP Inc. | Buy | 324.83estimated | $24.63 | $1,001 – $15,000 | 8220906 HP INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | DELL Dell Technologies Inc. Class C Common Stock | Buy | 89.73estimated | $89.16 | $1,001 – $15,000 | 8220906 DELL TECHNOLOGIES INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | BALL Ball Corporation | Buy | 164.96estimated | $48.50 | $1,001 – $15,000 | 8220906 BALL CORPORATION CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — COOPER COS INC/THE CIMN | Buy | — | — | $1,001 – $15,000 | 8220906 COOPER COS INC/THE CIMN |
Apr 23, 2025 Member | May 12, 2025 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220906 INTL BUSINESS MACHINES CORP CMN |
Apr 23, 2025 Spouse | May 12, 2025 | VMC Vulcan Materials Company (Holding Company) | Buy | 32.72estimated | $244.54 | $1,001 – $15,000 | 8220906 VULCAN MATERIALS CO CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — INTUITIVE SURGICAL, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 INTUITIVE SURGICAL, ING. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | UAL United Airlines Holdings, Inc. | Buy | 117.6estimated | $68.03 | $1,001 – $15,000 | 8220906 UNITED AIRLINES HOLDINGS INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | NWSA News Corporation Class A | Buy | 301.56estimated | $26.53 | $1,001 – $15,000 | 8220906 NEWS CORPORATION CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — NETAPP, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220906 NETAPP, INC. CAN |
Apr 23, 2025 Spouse | May 12, 2025 | — ON JOHNSON CHIN | Buy | — | — | $1,001 – $15,000 | 8220906 ON JOHNSON CHIN |
Apr 23, 2025 Spouse | May 12, 2025 | — CLA55 A | Buy | — | — | $1,001 – $15,000 | 8220906 CLA55 A |
Apr 23, 2025 Spouse | May 12, 2025 | TROW T. Rowe Price Group, Inc. | Buy | 92.32estimated | $86.66 | $1,001 – $15,000 | 8220906 T. ROWE PRICE GROUP, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | ADSK Autodesk, Inc. | Buy | 30.25estimated | $264.44 | $1,001 – $15,000 | 8220906 AUTODESK, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — INTL. FLAVORS & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 8220906 INTL. FLAVORS & FRAGRANCE CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220906 ICMN |
Apr 23, 2025 Spouse | May 12, 2025 | WM Waste Management, Inc. | Buy | 34.99estimated | $228.63 | $1,001 – $15,000 | 8220906 IWASTE MANAGEMENT INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MC DONALDS CORP CMN |
Apr 23, 2025 Spouse | May 12, 2025 | KLAC KLA Corporation | Buy | 121.75estimated | $65.71 | $1,001 – $15,000 | 8220906 KLA CORP CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — ICMN x | Buy | — | — | $1,001 – $15,000 | 8220906 ICMN x |
Apr 23, 2025 Spouse | May 12, 2025 | — TRUIST FINANCIAL CORPORATION CAN | Buy | — | — | $1,001 – $15,000 | 8220906 TRUIST FINANCIAL CORPORATION CAN |
Apr 23, 2025 Spouse | May 12, 2025 | TER Teradyne, Inc. | Buy | 109.33estimated | $73.18 | $1,001 – $15,000 | 8220906 TERADYNE INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | CRM Salesforce, Inc. | Buy | 31.94estimated | $250.48 | $1,001 – $15,000 | 8220906 SALESFORCE INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | HD Home Depot, Inc. (The) | Buy | 22.45estimated | $356.42 | $1,001 – $15,000 | 8220906 THE HOME DEPOT, INC. CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — SYNOPSY INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220906 SYNOPSY INC, CMN |
Apr 23, 2025 Spouse | May 12, 2025 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 143.82estimated | $55.63 | $1,001 – $15,000 | 8220906 CISCO SYSTEMS, INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — COPART. INC. OMN * | Buy | — | — | $1,001 – $15,000 | 8220906 COPART. INC. OMN * |
Apr 23, 2025 Spouse | May 12, 2025 | FICO Fair Isaac Corporation | Buy | 4.15estimated | $1,926 | $1,001 – $15,000 | 8220906 FAIR ISAAC INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | — DOW INC OMN ..x | Buy | — | — | $1,001 – $15,000 | 8220906 DOW INC OMN ..x |
Apr 23, 2025 Spouse | May 12, 2025 | — APPLED MATERIALS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 APPLED MATERIALS INC CMN |
Apr 23, 2025 Spouse | May 12, 2025 | C Citigroup, Inc. | Buy | 120.67estimated | $66.30 | $1,001 – $15,000 | 8220906 CITIGROUP INC CMN |
Apr 23, 2025 Member | May 12, 2025 | VYX NCR Voyix Corporation | Buy | 967.41estimated | $8.27 | $1,001 – $15,000 | 8220906 P NCR VOYIX CORP CMN |
Apr 23, 2025 Spouse | May 12, 2025 | TFC Truist Financial Corporation | Buy | 215.41estimated | $37.14 | $1,001 – $15,000 | 8220906 TRUIST FINANCIAL CORPORATION CMN |
Apr 22, 2025 Member | May 12, 2025 | CARR Carrier Global Corporation Common Stock | Buy | 134.53estimated | $59.47 | $1,001 – $15,000 | 8220906 P CARRIER GLOBAL CORPORATION CMN |
Apr 22, 2025 Spouse | May 12, 2025 | — INER VOYIX CORP CIAN | Buy | — | — | $1,001 – $15,000 | 8220906 INER VOYIX CORP CIAN |
Apr 22, 2025 Spouse | May 12, 2025 | ZTS Zoetis Inc. Class A | Buy | 53.34estimated | $149.99 | $1,001 – $15,000 | 8220906 IZOETIS INC. CMN |
Apr 21, 2025 Spouse | May 12, 2025 | PENN PENN Entertainment, Inc. | Buy | 578.49estimated | $13.83 | $1,001 – $15,000 | 8220906 PENN ENTERTAINMENT INC CMN |
Apr 17, 2025 Dependent | May 12, 2025 | ADBE Adobe Inc. | Buy | 22.94estimated | $348.80 | $1,001 – $15,000 | 8220906 ADOBE INC CMN |
Apr 17, 2025 Spouse | May 12, 2025 | — ICORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220906 ICORPORATION CMN |
Apr 17, 2025 Spouse | May 12, 2025 | ADBE Adobe Inc. | Buy | 22.94estimated | $348.80 | $1,001 – $15,000 | 8220906 ADOBE INC CMN |
Apr 17, 2025 Spouse | May 12, 2025 | ADBE Adobe Inc. | Buy | 22.94estimated | $348.80 | $1,001 – $15,000 | 8220906 ADOBE INC CMN |
Apr 17, 2025 Spouse | May 12, 2025 | — BERKSHIRE HATHAWAYINC CLASS B | Receive | — | — | $1,001 – $15,000 | 8220906 BERKSHIRE HATHAWAYINC CLASS B |
Apr 17, 2025 Dependent | May 12, 2025 | ADBE Adobe Inc. | Buy | 22.94estimated | $348.80 | $1,001 – $15,000 | 8220906 ADOBE INC CMN |
Apr 17, 2025 Dependent | May 12, 2025 | ADBE Adobe Inc. | Buy | 22.94estimated | $348.80 | $1,001 – $15,000 | 8220906 ADOBE INC CMN |
Apr 17, 2025 Member | May 12, 2025 | — SPE ITRUIST FINANCIAL CORPORATION CMN, | Buy | — | — | $1,001 – $15,000 | 8220906 SPE ITRUIST FINANCIAL CORPORATION CMN, |
Apr 17, 2025 Dependent | May 12, 2025 | ADBE Adobe Inc. | Buy | 22.94estimated | $348.80 | $1,001 – $15,000 | 8220906 ADOBE INC CMN |
Apr 17, 2025 Member | May 12, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220906 INDEX |
Apr 17, 2025 Member | May 12, 2025 | — P MKS INSTRUMENTS INCOMIN | Receive | — | — | $1,001 – $15,000 | 8220906 P MKS INSTRUMENTS INCOMIN |
Apr 16, 2025 Dependent | May 12, 2025 | — INDEX * | Buy | — | — | $1,001 – $15,000 | 8220906 INDEX * |
Apr 16, 2025 Member | May 12, 2025 | — IMKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 IMKS INSTRUMENTS INC CMN |
Apr 16, 2025 Dependent | May 12, 2025 | — MICRO ECOLOGY, INCONN * | Buy | — | — | $1,001 – $15,000 | 8220906 MICRO ECOLOGY, INCONN * |
Apr 16, 2025 Dependent | May 12, 2025 | PENN PENN Entertainment, Inc. | Buy | 560.65estimated | $14.27 | $1,001 – $15,000 | 8220906 PENN ENTERTAINMENT INC CMN |
Apr 16, 2025 Spouse | May 12, 2025 | — IMKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 IMKS INSTRUMENTS INC CMN |
Apr 16, 2025 Dependent | May 12, 2025 | DIS Walt Disney Company (The) | Buy | 96.66estimated | $82.77 | $1,001 – $15,000 | 8220906 WALT DISNEY COMPANY (THE) CMN |
Apr 16, 2025 Dependent | May 12, 2025 | TFC Truist Financial Corporation | Buy | 222.24estimated | $36.00 | $1,001 – $15,000 | 8220906 TRUIST FINANCIAL CORPORATION CMN |
Apr 16, 2025 Spouse | May 12, 2025 | TFC Truist Financial Corporation | Buy | 222.24estimated | $36.00 | $1,001 – $15,000 | 8220906 TRUIST FINANCIAL CORPORATION CMN |
Apr 15, 2025 Spouse | Sep 9, 2025 | BAC Bank of America Corporation | Sell | 210.59estimated | $37.99 | $1,001 – $15,000 | 9115676 se BANK OF AMERICA CORP CMN |
Apr 15, 2025 Dependent | May 12, 2025 | KEY KeyCorp | Buy | 561.44estimated | $14.25 | $1,001 – $15,000 | 8220906 KEYCORP CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — ZOETS INC. CMIN CLAS5 A | Buy | — | — | $1,001 – $15,000 | 8220906 ZOETS INC. CMIN CLAS5 A |
Apr 15, 2025 Dependent | May 12, 2025 | — ILLINDIS TOOL WORKS CMN | Buy | — | — | $1,001 – $15,000 | 8220906 ILLINDIS TOOL WORKS CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MOODY'S CORPORATION CMN |
Apr 15, 2025 Dependent | May 12, 2025 | WFC Wells Fargo & Company | Buy | 123.96estimated | $64.54 | $1,001 – $15,000 | 8220906 WELLS FARGO & COMPANY CMN |
Apr 15, 2025 Dependent | May 12, 2025 | PFE Pfizer, Inc. | Buy | 356.53estimated | $22.44 | $1,001 – $15,000 | 8220906 PFIZER INC. CMN |
Apr 15, 2025 Dependent | May 12, 2025 | DIS Walt Disney Company (The) | Buy | 94.11estimated | $85.01 | $1,001 – $15,000 | 8220906 WALT DISNEY COMPANY (THE) CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — LAM RESEARCH CORPORATION CUN | Buy | — | — | $1,001 – $15,000 | 8220906 LAM RESEARCH CORPORATION CUN |
Apr 15, 2025 Dependent | May 12, 2025 | ADI Analog Devices, Inc. | Buy | 44.56estimated | $179.54 | $1,001 – $15,000 | 8220906 ANALOG DEVICES, INC. CMN |
Apr 15, 2025 Dependent | May 12, 2025 | ADBE Adobe Inc. | Buy | 22.83estimated | $350.38 | $1,001 – $15,000 | 8220906 ADOBE INC CMN |
Apr 15, 2025 Dependent | May 12, 2025 | AAPL Apple Inc. | Buy | 39.58estimated | $202.14 | $1,001 – $15,000 | 8220906 APPLE INC. CMN |
Apr 15, 2025 Dependent | May 12, 2025 | DOW Dow Inc. Common Stock | Buy | 288.83estimated | $27.70 | $1,001 – $15,000 | 8220906 DOW INC CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — FREEPORT-MOMORAN INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 FREEPORT-MOMORAN INC CMN |
Apr 15, 2025 Dependent | May 12, 2025 | URI United Rentals, Inc. | Buy | 13.4estimated | $597.18 | $1,001 – $15,000 | 8220906 UNITED RENTALS, INC. CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — PRUDENTIAL FINANCIAL INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220906 PRUDENTIAL FINANCIAL INC CMIN |
Apr 15, 2025 Dependent | May 12, 2025 | — DELL TECHNOLOGIES ING CMAN | Buy | — | — | $1,001 – $15,000 | 8220906 DELL TECHNOLOGIES ING CMAN |
Apr 15, 2025 Dependent | May 12, 2025 | — JUPMORGAN CHASE & CO CMN | Buy | — | — | $1,001 – $15,000 | 8220906 JUPMORGAN CHASE & CO CMN |
Apr 15, 2025 Dependent | May 12, 2025 | PCAR PACCAR Inc. | Buy | 90.08estimated | $88.82 | $1,001 – $15,000 | 8220906 PACCAR INC CMN x |
Apr 15, 2025 Dependent | May 12, 2025 | PYPL PayPal Holdings, Inc. | Buy | 129.04estimated | $62.00 | $1,001 – $15,000 | 8220906 PAYPAL HOLDINGS, INC. CMN |
Apr 15, 2025 Dependent | May 12, 2025 | SNPS Synopsys, Inc. | Buy | 18.8estimated | $425.65 | $1,001 – $15,000 | 8220906 SYNOPSYS INC. CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — KLACORPCMN | Buy | — | — | $1,001 – $15,000 | 8220906 KLACORPCMN |
Apr 15, 2025 Dependent | May 12, 2025 | NDSN Nordson Corporation | Buy | 43.7estimated | $183.09 | $1,001 – $15,000 | 8220906 NORDSON CORPORATION CMN |
Apr 15, 2025 Dependent | May 12, 2025 | TBBK The Bancorp Inc | Buy | 173.7estimated | $46.06 | $1,001 – $15,000 | 8220906 LU.S. BANCORP CMN |
Apr 15, 2025 Member | May 12, 2025 | — DO FEDEX CORPORATION CAN | Buy | — | — | $1,001 – $15,000 | 8220906 DO FEDEX CORPORATION CAN |
Apr 15, 2025 Dependent | May 12, 2025 | PNC PNC Financial Services Group, Inc. (The) | Buy | 51.49estimated | $155.39 | $1,001 – $15,000 | 8220906 PNC FINANCIAL SERVICES GROUP, CMN |
Apr 15, 2025 Dependent | May 12, 2025 | DD DuPont de Nemours, Inc. | Buy | 106.9estimated | $74.84 | $1,001 – $15,000 | 8220906 DUPONT DE NEMOURS INC CMN |
Apr 15, 2025 Dependent | May 12, 2025 | AMD Advanced Micro Devices, Inc. | Buy | 83.96estimated | $95.29 | $1,001 – $15,000 | 8220906 ADVANCED MICRO DEVICES, INC. CMN. * |
Apr 15, 2025 Dependent | May 12, 2025 | UBER Uber Technologies, Inc. | Buy | 108.09estimated | $74.02 | $1,001 – $15,000 | 8220906 UBER TECHNOLOGIES, INC. CMN |
Apr 15, 2025 Dependent | May 12, 2025 | C Citigroup, Inc. | Buy | 124.37estimated | $64.33 | $1,001 – $15,000 | 8220906 CITIGROUP INC. CMN x |
Apr 15, 2025 Dependent | May 12, 2025 | — INTUITING CMN | Buy | — | — | $1,001 – $15,000 | 8220906 INTUITING CMN |
Apr 15, 2025 Dependent | May 12, 2025 | DOV Dover Corporation | Buy | 49estimated | $163.28 | $1,001 – $15,000 | 8220906 DOVER CORPORATION CMN |
Apr 15, 2025 Dependent | May 12, 2025 | TXN Texas Instruments Incorporated | Buy | 52.92estimated | $151.18 | $1,001 – $15,000 | 8220906 TEXAS INSTRUMENTS INC CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220906 DANAHER CORPORATION CMN |
Apr 15, 2025 Dependent | May 12, 2025 | CRM Salesforce, Inc. | Buy | 31.38estimated | $254.93 | $1,001 – $15,000 | 8220906 SALESFORCE INC CMN |
Apr 15, 2025 Dependent | May 12, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 102.06estimated | $78.39 | $1,001 – $15,000 | 8220906 MERCK & CO., INC. CMN |
Apr 15, 2025 Dependent | May 12, 2025 | MS Morgan Stanley | Buy | 72.44estimated | $110.44 | $1,001 – $15,000 | 8220906 MORGAN STANLEY CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — OMIN | Buy | — | — | $1,001 – $15,000 | 8220906 OMIN |
Apr 15, 2025 Dependent | May 12, 2025 | MSFT Microsoft Corporation | Buy | 20.74estimated | $385.73 | $1,001 – $15,000 | 8220906 MICROSOFT CORPORATION CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — MIKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MIKS INSTRUMENTS INC CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — ROCKWELL AUTOMATION INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220906 ROCKWELL AUTOMATION INC CMIN |
Apr 15, 2025 Dependent | May 12, 2025 | MTB M&T Bank Corporation | Buy | 50.13estimated | $159.59 | $1,001 – $15,000 | 8220906 M&T BANK CORPORATION CMN |
Apr 15, 2025 Member | May 12, 2025 | — DO OMN | Buy | — | — | $1,001 – $15,000 | 8220906 DO OMN |
Apr 15, 2025 Member | May 12, 2025 | GWW W.W. Grainger, Inc. | Buy | 8estimated | $999.73 | $1,001 – $15,000 | 8220906 DO W.W. GRAINGER INC CMN |
Apr 15, 2025 Dependent | May 12, 2025 | MET MetLife, Inc. | Buy | 110.03estimated | $72.71 | $1,001 – $15,000 | 8220906 METLIFE, INC. CMN |
Apr 15, 2025 Dependent | May 12, 2025 | GEN Gen Digital Inc. | Buy | 322.86estimated | $24.78 | $1,001 – $15,000 | 8220906 GEN DIGITAL INC CMN |
Apr 15, 2025 Dependent | May 12, 2025 | WY Weyerhaeuser Company | Buy | 309.5estimated | $25.85 | $1,001 – $15,000 | 8220906 WEYERHAEUSER COMPANY CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — JB HUNT TRANS SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 JB HUNT TRANS SVCS INC CMN |
Apr 15, 2025 Dependent | May 12, 2025 | KEYS Keysight Technologies Inc. | Buy | 58.44estimated | $136.89 | $1,001 – $15,000 | 8220906 KEYSIGHT TECHNOLOGIES, INC, CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — HENRY SCHEIN UNC COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8220906 HENRY SCHEIN UNC COMMON STOCK |
Apr 15, 2025 Dependent | May 12, 2025 | AME AMETEK, Inc. | Buy | 49.94estimated | $160.21 | $1,001 – $15,000 | 8220906 AMETEK INC (NEW) CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — SHERWIN-WILLIAMS CO OMN | Buy | — | — | $1,001 – $15,000 | 8220906 SHERWIN-WILLIAMS CO OMN |
Apr 15, 2025 Dependent | May 12, 2025 | — S&P GLOBAL INC. CIN | Buy | — | — | $1,001 – $15,000 | 8220906 S&P GLOBAL INC. CIN |
Apr 15, 2025 Dependent | May 12, 2025 | — AMERPRISE FINANCIAL, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 AMERPRISE FINANCIAL, INC. CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — IN VR INCEMN | Buy | — | — | $1,001 – $15,000 | 8220906 IN VR INCEMN |
Apr 15, 2025 Dependent | May 12, 2025 | TFC Truist Financial Corporation | Buy | 219.25estimated | $36.49 | $1,001 – $15,000 | 8220906 TRUIST FINANCIAL CORPORATION CMN |
Apr 15, 2025 Dependent | May 12, 2025 | KKR KKR & Co. Inc. | Buy | 76.76estimated | $104.23 | $1,001 – $15,000 | 8220906 KKR & CO. INC. CMN |
Apr 15, 2025 Member | May 12, 2025 | — DETAIR PRODUCTS & CHEMICALS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 DETAIR PRODUCTS & CHEMICALS INC CMN |
Apr 15, 2025 Dependent | May 12, 2025 | TGT Target Corporation | Buy | 86.89estimated | $92.08 | $1,001 – $15,000 | 8220906 TARGET CORPORATION CMN |
Apr 15, 2025 Dependent | May 12, 2025 | — AVOTING | Buy | — | — | $1,001 – $15,000 | 8220906 AVOTING |
Apr 15, 2025 Dependent | May 12, 2025 | — ACCENTURE PLC CMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220906 ACCENTURE PLC CMIN CLASS A |
Apr 15, 2025 Dependent | May 12, 2025 | — COMMON STACK | Buy | — | — | $1,001 – $15,000 | 8220906 COMMON STACK |
Apr 14, 2025 Spouse | May 12, 2025 | GPN Global Payments Inc. | Buy | 94.06estimated | $85.06 | $1,001 – $15,000 | 8220906 GLOBAL PAYMENTS INC. CMN |
Apr 14, 2025 Spouse | May 12, 2025 | GPN Global Payments Inc. | Buy | 94.06estimated | $85.06 | $1,001 – $15,000 | 8220906 GLOBAL PAYMENTS INC. CMN |
Apr 13, 2025 Spouse | May 11, 2026 | MSI Motorola Solutions, Inc. | Buy | 18.94estimated | $422.37 | $1,001 – $15,000 | 9115822 MOTOROLA SOLUTIONS INC CMN |
Apr 13, 2025 Member | May 11, 2026 | LEN Lennar Corporation Class A | Buy | 76.02estimated | $105.24 | $1,001 – $15,000 | 9115822 P LENNAR CORPORATION CMN |
Apr 11, 2025 Member | May 12, 2025 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220906 SPONSORED ADR CMN |
Apr 11, 2025 Member | May 12, 2025 | — P SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220906 P SPONSORED ADR CMN |
Apr 11, 2025 Spouse | May 12, 2025 | PENN PENN Entertainment, Inc. | Buy | 558.3estimated | $14.33 | $1,001 – $15,000 | 8220906 PENN ENTERTAINMENT INC CMN |
Apr 10, 2025 Dependent | May 12, 2025 | — CARMAX, INC, GIAN | Buy | — | — | $1,001 – $15,000 | 8220906 CARMAX, INC, GIAN |
Apr 10, 2025 Spouse | May 12, 2025 | KMX CarMax Inc | Buy | 120.4estimated | $66.45 | $1,001 – $15,000 | 8220906 CARMAX, INC. CMN |
Apr 10, 2025 Spouse | May 12, 2025 | NKE Nike, Inc. | Buy | 147.07estimated | $54.40 | $1,001 – $15,000 | 8220906 NIKE CLASS-B CMN |
Apr 10, 2025 Member | May 12, 2025 | MRNA Moderna, Inc. | Buy | 326.55estimated | $24.50 | $1,001 – $15,000 | 8220906 SF MODERNA INC. CMN |
Apr 10, 2025 Spouse | May 12, 2025 | — STANLEY BLACK & DECKER, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220906 STANLEY BLACK & DECKER, INC. CMIN |
Apr 10, 2025 Spouse | May 12, 2025 | — ADVANCEO MICRO DEVICES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 ADVANCEO MICRO DEVICES, INC. CMN |
Apr 10, 2025 Spouse | May 12, 2025 | — GE HEALTHCARE TECHNOLOGIES INC CIMN | Buy | — | — | $1,001 – $15,000 | 8220906 GE HEALTHCARE TECHNOLOGIES INC CIMN |
Apr 10, 2025 Member | May 12, 2025 | — MKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MKS INSTRUMENTS INC CMN |
Apr 10, 2025 Member | May 12, 2025 | — P MIKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 P MIKS INSTRUMENTS INC CMN |
Apr 9, 2025 Dependent | May 12, 2025 | — BAXTER INTERNATIONAL INC CIMN | Buy | — | — | $1,001 – $15,000 | 8220906 BAXTER INTERNATIONAL INC CIMN |
Apr 9, 2025 Member | May 12, 2025 | DD DuPont de Nemours, Inc. | Buy | 104.33estimated | $76.69 | $1,001 – $15,000 | 8220906 P DUPONT DE NEMOURS INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | KEY KeyCorp | Buy | 551estimated | $14.52 | $1,001 – $15,000 | 8220906 KEYCORP CMN |
Apr 9, 2025 Spouse | May 12, 2025 | ROK Rockwell Automation, Inc. | Buy | 33estimated | $242.43 | $1,001 – $15,000 | 8220906 ROCKWELL AUTOMATION INC CMN |
Apr 9, 2025 Member | May 12, 2025 | DOV Dover Corporation | Buy | 48.24estimated | $165.86 | $1,001 – $15,000 | 8220906 P DOVER CORPORATION CMN * |
Apr 9, 2025 Member | May 12, 2025 | EFX Equifax, Inc. | Buy | 35.65estimated | $224.44 | $1,001 – $15,000 | 8220906 EQUIFAX INC. CMN |
Apr 9, 2025 Member | May 12, 2025 | PTC PTC Inc. | Buy | 53.61estimated | $149.24 | $1,001 – $15,000 | 8220906 P PTC INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 84.66estimated | $94.50 | $1,001 – $15,000 | 8220906 CROWDSTRIKE HOLDINGS, INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | SPGI S&P Global Inc. | Buy | 17.2estimated | $465.05 | $1,001 – $15,000 | 8220906 S&P GLOBAL INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — D.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 D.R. HORTON, INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | EMR Emerson Electric Company | Buy | 76.61estimated | $104.43 | $1,001 – $15,000 | 8220906 TEMERSON ELECTRIC CO, CMN * |
Apr 9, 2025 Spouse | May 12, 2025 | XYL Xylem Inc. Common Stock New | Buy | 72.4estimated | $110.50 | $1,001 – $15,000 | 8220906 XYLEM INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | PH Parker-Hannifin Corporation | Buy | 13.42estimated | $596.10 | $1,001 – $15,000 | 8220906 PARKER-HANNIFIN CORP. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | NSC Norfolk Southern Corporation | Buy | 36.04estimated | $222.02 | $1,001 – $15,000 | 8220906 NORFOLK SOUTHERN CORP CMN * |
Apr 9, 2025 Spouse | May 12, 2025 | WDAY Workday, Inc. Class A | Buy | 34.57estimated | $231.42 | $1,001 – $15,000 | 8220906 WORKDAY, INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | FTV Fortive Corporation Common Stock | Buy | 162.42estimated | $49.26 | $1,001 – $15,000 | 8220906 FORTIVE CORPORATION CMN |
Apr 9, 2025 Spouse | May 12, 2025 | GWW W.W. Grainger, Inc. | Buy | 8.29estimated | $965.37 | $1,001 – $15,000 | 8220906 W.W. GRAINGER INC CMN |
Apr 9, 2025 Member | May 12, 2025 | — P METTLER-TOLEDO INTL OMN | Buy | — | — | $1,001 – $15,000 | 8220906 P METTLER-TOLEDO INTL OMN |
Apr 9, 2025 Spouse | May 12, 2025 | MET MetLife, Inc. | Buy | 106.33estimated | $75.24 | $1,001 – $15,000 | 8220906 METLIFE, INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — UNDE PLO CMN | Buy | — | — | $1,001 – $15,000 | 8220906 UNDE PLO CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — BAXTER INTERNATIONALINC OMN | Buy | — | — | $1,001 – $15,000 | 8220906 BAXTER INTERNATIONALINC OMN |
Apr 9, 2025 Spouse | May 12, 2025 | PCAR PACCAR Inc. | Buy | 85.18estimated | $93.93 | $1,001 – $15,000 | 8220906 PACCAR INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — THE BANK OF NY MELLON CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220906 THE BANK OF NY MELLON CORP CMN |
Apr 9, 2025 Spouse | May 12, 2025 | ADI Analog Devices, Inc. | Buy | 40.69estimated | $196.63 | $1,001 – $15,000 | 8220906 ANALOG DEVICES, INC. CMN. * |
Apr 9, 2025 Member | May 12, 2025 | ITW Illinois Tool Works Inc. | Buy | 34.06estimated | $234.87 | $1,001 – $15,000 | 8220906 P ILLINOIS TOOL WORKS CMN |
Apr 9, 2025 Member | May 12, 2025 | C Citigroup, Inc. | Buy | 124.72estimated | $64.15 | $1,001 – $15,000 | 8220906 CITIGROUP INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 26.67estimated | $299.94 | $1,001 – $15,000 | 8220906 ACCENTURE PLC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | PFE Pfizer, Inc. | Buy | 355.74estimated | $22.49 | $1,001 – $15,000 | 8220906 PFIZER INC. CMN |
Apr 9, 2025 Member | May 12, 2025 | LOW Lowe's Companies, Inc. | Buy | 35.84estimated | $223.20 | $1,001 – $15,000 | 8220906 P LOWES COMPANIES INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | TXN Texas Instruments Incorporated | Buy | 47.2estimated | $169.50 | $1,001 – $15,000 | 8220906 TEXAS INSTRUMENTS INC, CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 QUALCOMM INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | MS Morgan Stanley | Buy | 71.62estimated | $111.70 | $1,001 – $15,000 | 8220906 MORGAN STANLEY CMN |
Apr 9, 2025 Spouse | May 12, 2025 | NOW ServiceNow, Inc. | Buy | 48.43estimated | $165.19 | $1,001 – $15,000 | 8220906 SERVICENOW INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | UNP Union Pacific Corporation | Buy | 35.79estimated | $223.53 | $1,001 – $15,000 | 8220906 (UNION PACIFIC CORP. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | INTU Intuit Inc. | Buy | 13.41estimated | $596.48 | $1,001 – $15,000 | 8220906 INTUIT INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220906 ICMN |
Apr 9, 2025 Spouse | May 12, 2025 | — ABEME INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 ABEME INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | BAC Bank of America Corporation | Buy | 215.36estimated | $37.15 | $1,001 – $15,000 | 8220906 BANK OF AMERICA CORP CMN |
Apr 9, 2025 Spouse | May 12, 2025 | F Ford Motor Company | Buy | 842.16estimated | $9.50 | $1,001 – $15,000 | 8220906 FORD MOTOR COMPANY CMN |
Apr 9, 2025 Spouse | May 12, 2025 | TSCO Tractor Supply Company | Buy | 155.71estimated | $51.38 | $1,001 – $15,000 | 8220906 J TRACTOR SUPPLY COMPANY CMN |
Apr 9, 2025 Spouse | May 12, 2025 | URI United Rentals, Inc. | Buy | 13.09estimated | $611.12 | $1,001 – $15,000 | 8220906 UNITED RENTALS, INC. CMN |
Apr 9, 2025 Dependent | May 12, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220906 HOLOGIC INCORPORATED CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — CITZENS FINANCIAL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 CITZENS FINANCIAL GROUP, INC. CMN |
Apr 9, 2025 Member | May 12, 2025 | KLAC KLA Corporation | Buy | 113.76estimated | $70.33 | $1,001 – $15,000 | 8220906 P KLA CORP CMN |
Apr 9, 2025 Spouse | May 12, 2025 | PWR Quanta Services, Inc. | Buy | 29.68estimated | $269.60 | $1,001 – $15,000 | 8220906 QUANTA SERVICES INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | GPN Global Payments Inc. | Buy | 88.64estimated | $90.26 | $1,001 – $15,000 | 8220906 GLOBAL PAYMENTS INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — SM COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220906 SM COMPANY CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220906 CROWN CASTLE INTL CORP CMN |
Apr 9, 2025 Spouse | May 12, 2025 | TGT Target Corporation | Buy | 81.9estimated | $97.69 | $1,001 – $15,000 | 8220906 TARGET CORPORATION CMN |
Apr 9, 2025 Spouse | May 12, 2025 | COF Capital One Financial Corporation | Buy | 45.74estimated | $174.91 | $1,001 – $15,000 | 8220906 CAPITAL ONE FINANCIAL CORP CMN |
Apr 9, 2025 Spouse | May 12, 2025 | FISV Fiserv, Inc. | Buy | 38.03estimated | $210.38 | $1,001 – $15,000 | 8220906 FISERV, INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — ALPHABET INC, CMIN CLAS5 C | Buy | — | — | $1,001 – $15,000 | 8220906 ALPHABET INC, CMIN CLAS5 C |
Apr 9, 2025 Spouse | May 12, 2025 | DAL Delta Air Lines, Inc. | Buy | 180.72estimated | $44.27 | $1,001 – $15,000 | 8220906 DELTA AIR LINES, INC. CMN |
Apr 9, 2025 Member | May 12, 2025 | — CHUBB UMITEO CMN | Buy | — | — | $1,001 – $15,000 | 8220906 CHUBB UMITEO CMN |
Apr 9, 2025 Spouse | May 12, 2025 | CTAS Cintas Corporation | Buy | 39.22estimated | $203.99 | $1,001 – $15,000 | 8220906 CINTAS CORPORATION CMN |
Apr 9, 2025 Member | May 12, 2025 | — CHIPOTLE MEXICAN GRILL, INC. EMIN | Buy | — | — | $1,001 – $15,000 | 8220906 CHIPOTLE MEXICAN GRILL, INC. EMIN |
Apr 9, 2025 Spouse | May 12, 2025 | BKNG Booking Holdings Inc. | Buy | 43.33estimated | $184.65 | $1,001 – $15,000 | 8220906 BOOKING HOLDINGS INC CMN |
Apr 9, 2025 Member | May 12, 2025 | — P JCMN | Buy | — | — | $1,001 – $15,000 | 8220906 P JCMN |
Apr 9, 2025 Member | May 12, 2025 | — P HOLOGIC INCORPORATED CAN | Buy | — | — | $1,001 – $15,000 | 8220906 P HOLOGIC INCORPORATED CAN |
Apr 9, 2025 Spouse | May 12, 2025 | AMGN Amgen Inc. | Buy | 27.48estimated | $291.09 | $1,001 – $15,000 | 8220906 (AMGEN INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 8220906 A VOTING |
Apr 9, 2025 Spouse | May 12, 2025 | SNPS Synopsys, Inc. | Buy | 18.66estimated | $428.70 | $1,001 – $15,000 | 8220906 SYNOPSYS INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | KKR KKR & Co. Inc. | Buy | 72.43estimated | $110.46 | $1,001 – $15,000 | 8220906 KKR & CO. INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | NDAQ Nasdaq, Inc. | Buy | 111.13estimated | $71.99 | $1,001 – $15,000 | 8220906 NASDAQ INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — MICRON TECHNOLOS INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MICRON TECHNOLOS INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | CDNS Cadence Design Systems, Inc. | Buy | 30.23estimated | $264.65 | $1,001 – $15,000 | 8220906 CADENCE DESIGN SYSTEMS INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 28.21estimated | $283.59 | $1,001 – $15,000 | 8220906 EATON CORP PLC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — APPUED MATERIALS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 APPUED MATERIALS INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | — PEPSIOO, INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220906 PEPSIOO, INC CMIN |
Apr 9, 2025 Spouse | May 12, 2025 | ADBE Adobe Inc. | Buy | 21.94estimated | $364.64 | $1,001 – $15,000 | 8220906 ADOBE INC CMN x |
Apr 9, 2025 Member | May 12, 2025 | — P (CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220906 P (CATERPILLAR INC (DELAWARE) CMN |
Apr 9, 2025 Member | May 12, 2025 | — P BLACKROCK FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220906 P BLACKROCK FUNDING, INC. CMN |
Apr 9, 2025 Spouse | May 12, 2025 | TMO Thermo Fisher Scientific Inc | Buy | 17.64estimated | $453.55 | $1,001 – $15,000 | 8220906 THERMO FISHER SCIENTIFIC INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | BAX Baxter International Inc. | Buy | 260.18estimated | $30.75 | $1,001 – $15,000 | 8220906 BAXTER INTERNATIONAL INC CMN |
Apr 9, 2025 Spouse | May 12, 2025 | VYX NCR Voyix Corporation | Buy | 890.92estimated | $8.98 | $1,001 – $15,000 | 8220906 INCR VOYIX CORP CMN * |
Apr 9, 2025 Spouse | May 12, 2025 | GOOGL Alphabet Inc. Class A | Buy | 50.41estimated | $158.71 | $1,001 – $15,000 | 8220906 ALPHABET INC. CMN |
Apr 9, 2025 Member | May 12, 2025 | — P GLOBAL PAYMENTS INC. CUN | Buy | — | — | $1,001 – $15,000 | 8220906 P GLOBAL PAYMENTS INC. CUN |
Apr 9, 2025 Spouse | May 12, 2025 | — TARGET CORPORATION CUN | Buy | — | — | $1,001 – $15,000 | 8220906 TARGET CORPORATION CUN |
Apr 9, 2025 Spouse | May 12, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220906 HOLOGIC INCORPORATED CMN |
Apr 8, 2025 Member | May 12, 2025 | — PUT (V) VISA INC JUL 18 25 $255 (100 (SHS) | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (V) VISA INC JUL 18 25 $255 (100 (SHS) |
Apr 8, 2025 Dependent | May 12, 2025 | — PUT (WIM) [SHARES RUSSELL 2000 JUL 18 25 $145 (100 SHS) | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (WIM) [SHARES RUSSELL 2000 JUL 18 25 $145 (100 SHS) |
Apr 8, 2025 Dependent | May 12, 2025 | — PUT (TSLA) TESLA INC COM JUL 18 25 S195(100SHS1 | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (TSLA) TESLA INC COM JUL 18 25 S195(100SHS1 |
Apr 8, 2025 Dependent | May 12, 2025 | — JUL 18 25 $L2D (300 SHS) PUT (GOOGL) ALPHABET INC CAP STK | Buy | — | — | $1,001 – $15,000 | 8220906 JUL 18 25 $L2D (300 SHS) PUT (GOOGL) ALPHABET INC CAP STK |
Apr 8, 2025 Dependent | May 12, 2025 | — PUT (NVDA) NVIDIA CORPORATION JUL 18 25 575 (100 5H5) | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (NVDA) NVIDIA CORPORATION JUL 18 25 575 (100 5H5) |
Apr 8, 2025 Dependent | May 12, 2025 | — PUT (GS) GOLDMAN SACHS GROUP JUL 18 25 $380 (100 SH5) | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (GS) GOLDMAN SACHS GROUP JUL 18 25 $380 (100 SH5) |
Apr 8, 2025 Dependent | May 12, 2025 | — PUT (SPY) SPDR S&P500 ETF JUL 18 25 $410 (100 SHS) | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (SPY) SPDR S&P500 ETF JUL 18 25 $410 (100 SHS) |
Apr 8, 2025 Dependent | May 12, 2025 | — (100 SH5) PUT (AAPL) APPLE INC. JUL 18 25 $155 | Buy | — | — | $1,001 – $15,000 | 8220906 (100 SH5) PUT (AAPL) APPLE INC. JUL 18 25 $155 |
Apr 8, 2025 Dependent | May 12, 2025 | — (SHS) [PÜT (V) VISA INC JUL 18 25 $255 (100 | Buy | — | — | $1,001 – $15,000 | 8220906 (SHS) [PÜT (V) VISA INC JUL 18 25 $255 (100 |
Apr 8, 2025 Dependent | May 12, 2025 | — PUT (IWM) ISHARES RUSSELL 2000 JUL 28 25 $145 (100 SHS) | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (IWM) ISHARES RUSSELL 2000 JUL 28 25 $145 (100 SHS) |
Apr 8, 2025 Member | May 12, 2025 | — S195 100 SHS1 ¡PUT (TSLA) TESLA INC COM JUL 18 25 | Buy | — | — | $1,001 – $15,000 | 8220906 S195 100 SHS1 ¡PUT (TSLA) TESLA INC COM JUL 18 25 |
Apr 8, 2025 Dependent | May 12, 2025 | — JUL 18 25 $120 (100 SHS) PUT (GOOGL) ALPHABET INC CAP STK | Buy | — | — | $1,001 – $15,000 | 8220906 JUL 18 25 $120 (100 SHS) PUT (GOOGL) ALPHABET INC CAP STK |
Apr 8, 2025 Member | May 12, 2025 | — DIC PUT (G5) GOLDMAN SACHS GROUP JUL 18 25 5380 /100 SHL | Buy | — | — | $1,001 – $15,000 | 8220906 DIC PUT (G5) GOLDMAN SACHS GROUP JUL 18 25 5380 /100 SHL |
Apr 8, 2025 Dependent | May 12, 2025 | — PUT (NVDA) NVIDIA CORPORATION JUL 18 25 575 (100 SHS) | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (NVDA) NVIDIA CORPORATION JUL 18 25 575 (100 SHS) |
Apr 8, 2025 Dependent | May 12, 2025 | — PUT (SPY) SPDR S&P500 ETF JUL 18 25 $410 (100 SHS) | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (SPY) SPDR S&P500 ETF JUL 18 25 $410 (100 SHS) |
Apr 8, 2025 Dependent | May 12, 2025 | — PUT SARY APIE INC.JUL 18235155 | Buy | — | — | $1,001 – $15,000 | 8220906 PUT SARY APIE INC.JUL 18235155 |
Apr 8, 2025 Dependent | May 12, 2025 | — SH5 PUT (JPM) JPMORGAN CHASE & CO. JUL | Buy | — | — | $1,001 – $15,000 | 8220906 SH5 PUT (JPM) JPMORGAN CHASE & CO. JUL |
Apr 8, 2025 Spouse | May 12, 2025 | — PUT (V) VISA INC I01L 18 25 $255 (200 SHS) | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (V) VISA INC I01L 18 25 $255 (200 SHS) |
Apr 8, 2025 Spouse | May 12, 2025 | — ($143 (100 SHS) PUT (WM) ISHARES RUSSELL ZD0D JUL 18 25 | Buy | — | — | $1,001 – $15,000 | 8220906 ($143 (100 SHS) PUT (WM) ISHARES RUSSELL ZD0D JUL 18 25 |
Apr 8, 2025 Spouse | May 12, 2025 | — (2003H51 PUT (TSLA) TESLA INC COM JUL 18 25 5195 | Buy | — | — | $1,001 – $15,000 | 8220906 (2003H51 PUT (TSLA) TESLA INC COM JUL 18 25 5195 |
Apr 8, 2025 Member | May 12, 2025 | — P PUT (GOOGL) ALPHABET INC CAP STK JUL 18 25 $120 (100 SHS) | Buy | — | — | $1,001 – $15,000 | 8220906 P PUT (GOOGL) ALPHABET INC CAP STK JUL 18 25 $120 (100 SHS) |
Apr 8, 2025 Member | May 12, 2025 | — P $75 (100 SHS) PUT (NVDA) NVIDIA CORPORATION JUL 18 25 | Buy | — | — | $1,001 – $15,000 | 8220906 P $75 (100 SHS) PUT (NVDA) NVIDIA CORPORATION JUL 18 25 |
Apr 8, 2025 Member | May 12, 2025 | — TPUT (SPY) SPDR SBP5O0 ETF JUL 1B 25 $410 (300 SHS) | Buy | — | — | $1,001 – $15,000 | 8220906 TPUT (SPY) SPDR SBP5O0 ETF JUL 1B 25 $410 (300 SHS) |
Apr 8, 2025 Spouse | May 12, 2025 | — PUT (AAPL) APPLE INC JUL 18 25 $155 (100 (SH5) | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (AAPL) APPLE INC JUL 18 25 $155 (100 (SH5) |
Apr 8, 2025 Member | May 12, 2025 | — PUT (IMM) IPMORGAN CHASE &CO. JUL 18 255170100 SHS | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (IMM) IPMORGAN CHASE &CO. JUL 18 255170100 SHS |
Apr 8, 2025 Spouse | May 12, 2025 | — PUT (GS) GOLDMAN SACHS GROUP SUL 18 25 5280(100 SHS) | Buy | — | — | $1,001 – $15,000 | 8220906 PUT (GS) GOLDMAN SACHS GROUP SUL 18 25 5280(100 SHS) |
Apr 8, 2025 Member | May 12, 2025 | GPN Global Payments Inc. | Buy | 100.67estimated | $79.47 | $1,001 – $15,000 | 8220906 GLOBAL PAYMENTS INC. CMN |
Apr 8, 2025 Spouse | May 12, 2025 | CDW CDW Corporation | Buy | 54.79estimated | $146.03 | $1,001 – $15,000 | 8220906 CDW CORPORATION CMN |
Apr 8, 2025 Member | May 12, 2025 | OKTA Okta, Inc. Class A | Buy | 87.54estimated | $91.39 | $1,001 – $15,000 | 8220906 P OKTA, INC CMN |
Apr 8, 2025 Member | May 12, 2025 | — MKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MKS INSTRUMENTS INC CMN |
Apr 8, 2025 Spouse | May 12, 2025 | — WALT DISNEY COMPANT (THE) CMN * | Buy | — | — | $1,001 – $15,000 | 8220906 WALT DISNEY COMPANT (THE) CMN * |
Apr 8, 2025 Spouse | May 12, 2025 | — MKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MKS INSTRUMENTS INC CMN |
Apr 8, 2025 Spouse | May 12, 2025 | GPN Global Payments Inc. | Buy | 100.67estimated | $79.47 | $1,001 – $15,000 | 8220906 GLOBAL PAYMENTS INC. CMN |
Apr 8, 2025 Spouse | May 12, 2025 | — BAXTER INTERNATIONAL INC OMN | Buy | — | — | $1,001 – $15,000 | 8220906 BAXTER INTERNATIONAL INC OMN |
Apr 8, 2025 Spouse | May 12, 2025 | — MIKS INSTRUMENTS INC CMN x | Buy | — | — | $1,001 – $15,000 | 8220906 MIKS INSTRUMENTS INC CMN x |
Apr 8, 2025 Spouse | May 12, 2025 | GPN Global Payments Inc. | Buy | 100.67estimated | $79.47 | $1,001 – $15,000 | 8220906 GLOBAL PAYMENTS INC. CMN x |
Apr 7, 2025 Spouse | May 12, 2025 | COF Capital One Financial Corporation | Buy | 51.73estimated | $154.67 | $1,001 – $15,000 | 8220906 I CAPITAL ONE FINANCIAL CORP CMN |
Apr 7, 2025 Spouse | May 12, 2025 | SBUX Starbucks Corporation | Buy | 100.01estimated | $80.00 | $1,001 – $15,000 | 8220906 STARBUCKS CORP. CMN |
Apr 7, 2025 Dependent | May 12, 2025 | OKTA Okta, Inc. Class A | Buy | 87.69estimated | $91.24 | $1,001 – $15,000 | 8220906 OKTA, INC. CMN |
Apr 7, 2025 Dependent | May 12, 2025 | GPN Global Payments Inc. | Buy | 96.94estimated | $82.53 | $1,001 – $15,000 | 8220906 GLOBAL PAYMENTS INC. CMN |
Apr 7, 2025 Spouse | May 12, 2025 | TGT Target Corporation | Buy | 84.77estimated | $94.38 | $1,001 – $15,000 | 8220906 TARGET CORPORATION CMN |
Apr 7, 2025 Spouse | May 12, 2025 | GPN Global Payments Inc. | Buy | 96.94estimated | $82.53 | $1,001 – $15,000 | 8220906 GLOBAL PAYMENTS INC. CMN |
Apr 7, 2025 Dependent | May 12, 2025 | BAC Bank of America Corporation | Buy | 224.86estimated | $35.58 | $1,001 – $15,000 | 8220906 BANK OF AMERICA CORP CMN |
Apr 7, 2025 Spouse | May 12, 2025 | — OKTA, INC. OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220906 OKTA, INC. OMN CLASS A |
Apr 7, 2025 Dependent | May 12, 2025 | TGT Target Corporation | Buy | 84.77estimated | $94.38 | $1,001 – $15,000 | 8220906 TARGET CORPORATION CMN |
Apr 7, 2025 Dependent | May 12, 2025 | COF Capital One Financial Corporation | Buy | 51.73estimated | $154.67 | $1,001 – $15,000 | 8220906 CAPITAL ONE FINANCIAL CORP CMN |
Apr 7, 2025 Spouse | May 12, 2025 | TGT Target Corporation | Buy | 84.77estimated | $94.38 | $1,001 – $15,000 | 8220906 TARGET CORPORATION CMN |
Apr 7, 2025 Spouse | May 12, 2025 | GPN Global Payments Inc. | Buy | 96.94estimated | $82.53 | $1,001 – $15,000 | 8220906 GLOBAL PAYMENTS INC. CMN |
Apr 7, 2025 Dependent | May 12, 2025 | SBUX Starbucks Corporation | Buy | 100.01estimated | $80.00 | $1,001 – $15,000 | 8220906 STARBUCKS CORP, CMN |
Apr 7, 2025 Dependent | Apr 10, 2025 | — CROWDSTRIKE HOLDINGS, ING. CIVN | Buy | — | — | $1,000,001 – $5,000,000 | 8220827 CROWDSTRIKE HOLDINGS, ING. CIVN |
Apr 5, 2025 Spouse | May 12, 2025 | ROST Ross Stores, Inc. | Buy | 61.4estimated | $130.31 | $1,001 – $15,000 | 8220906 ROSS STORES,INC CMN x |
Apr 4, 2025 Dependent | May 12, 2025 | TXN Texas Instruments Incorporated | Buy | 52.85estimated | $151.39 | $1,001 – $15,000 | 8220906 TEXAS INSTRUMENTS INC. CMN |
Apr 4, 2025 Dependent | May 12, 2025 | MS Morgan Stanley | Buy | 80.14estimated | $99.83 | $1,001 – $15,000 | 8220906 MORGAN STANLEY CMN |
Apr 4, 2025 Dependent | May 12, 2025 | ZTS Zoetis Inc. Class A | Buy | 52.73estimated | $151.73 | $1,001 – $15,000 | 8220906 ZOETIS INC |
Apr 4, 2025 Dependent | May 12, 2025 | WM Waste Management, Inc. | Buy | 35.53estimated | $225.20 | $1,001 – $15,000 | 8220906 WASTE MANAGEMENT INC |
Apr 4, 2025 Dependent | May 12, 2025 | V Visa Inc. | Receive | 25.55estimated | $313.13 | $1,001 – $15,000 | 8220906 VISA INC |
Apr 4, 2025 Dependent | May 12, 2025 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Receive | 15.24estimated | $525.05 | $1,001 – $15,000 | 8220906 UNITEDHEALTH GROUP INC |
Apr 4, 2025 Dependent | May 12, 2025 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Receive | 15.24estimated | $525.05 | $1,001 – $15,000 | 8220906 UNITEDHEALTH GROUP INC |
Apr 4, 2025 Dependent | May 12, 2025 | — UNION PAC CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 UNION PAC CORP COM |
Apr 4, 2025 Dependent | May 12, 2025 | — UNION PAC CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 UNION PAC CORP COM |
Apr 4, 2025 Dependent | May 12, 2025 | TMO Thermo Fisher Scientific Inc | Buy | 18.27estimated | $437.91 | $1,001 – $15,000 | 8220906 THERMO FISHER SCIENTIFIC INC |
Apr 4, 2025 Dependent | May 12, 2025 | TSLA Tesla, Inc. | Buy | 33.41estimated | $239.43 | $1,001 – $15,000 | 8220906 TESLA INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | TRGP Targa Resources, Inc. | Buy | 49.63estimated | $161.19 | $1,001 – $15,000 | 8220906 TARGA RESOURCES CORP |
Apr 4, 2025 Dependent | May 12, 2025 | — IRTX CORPORATION COM USD1,00 | Receive | — | — | $1,001 – $15,000 | 8220906 IRTX CORPORATION COM USD1,00 |
Apr 4, 2025 Dependent | May 12, 2025 | COF Capital One Financial Corporation | Buy | 53.13estimated | $150.57 | $1,001 – $15,000 | 8220906 CAPITAL ONE FINANCIAL CORP CMN |
Apr 4, 2025 Dependent | May 12, 2025 | — RTX CORPORATION COM USD1.00 | Receive | — | — | $1,001 – $15,000 | 8220906 RTX CORPORATION COM USD1.00 |
Apr 4, 2025 Dependent | May 12, 2025 | — QUALCOMM INC | Buy | — | — | $1,001 – $15,000 | 8220906 QUALCOMM INC |
Apr 4, 2025 Dependent | May 12, 2025 | PG Procter & Gamble Company (The) | Buy | 48.86estimated | $163.75 | $1,001 – $15,000 | 8220906 PROCTER AND GAMBLE CO COM |
Apr 4, 2025 Dependent | May 12, 2025 | — PERSICO INC | Buy | — | — | $1,001 – $15,000 | 8220906 PERSICO INC |
Apr 4, 2025 Dependent | May 12, 2025 | — INVICHA CORPORATION COM | Buy | — | — | $1,001 – $15,000 | 8220906 INVICHA CORPORATION COM |
Apr 4, 2025 Dependent | May 12, 2025 | NFLX Netflix, Inc. | Buy | 93.48estimated | $85.59 | $1,001 – $15,000 | 8220906 NETFLIX INC |
Apr 4, 2025 Dependent | May 12, 2025 | — MONDELEZINTL INC COM NPY | Buy | — | — | $1,001 – $15,000 | 8220906 MONDELEZINTL INC COM NPY |
Apr 4, 2025 Dependent | May 12, 2025 | — MONDELEZ INTL INC COM NPV | Buy | — | — | $1,001 – $15,000 | 8220906 MONDELEZ INTL INC COM NPV |
Apr 4, 2025 Dependent | May 12, 2025 | MSFT Microsoft Corporation | Buy | 22.23estimated | $359.84 | $1,001 – $15,000 | 8220906 MICROSOFT CORP |
Apr 4, 2025 Dependent | May 12, 2025 | — MEDOMALDS CORP | Receive | — | — | $1,001 – $15,000 | 8220906 MEDOMALDS CORP |
Apr 4, 2025 Dependent | May 12, 2025 | — EUULLY&COCOM | Buy | — | — | $1,001 – $15,000 | 8220906 EUULLY&COCOM |
Apr 4, 2025 Dependent | May 12, 2025 | — LVMH MOET HENNESSY LOUIS VUITTON ADR | Buy | — | — | $1,001 – $15,000 | 8220906 LVMH MOET HENNESSY LOUIS VUITTON ADR |
Apr 4, 2025 Dependent | May 12, 2025 | JNJ Johnson & Johnson | Buy | 52.21estimated | $153.24 | $1,001 – $15,000 | 8220906 JOHNSON &JOHNSON COM |
Apr 4, 2025 Dependent | May 12, 2025 | — IPMORGAN CHASE &CO, COM | Buy | — | — | $1,001 – $15,000 | 8220906 IPMORGAN CHASE &CO, COM |
Apr 4, 2025 Dependent | May 12, 2025 | — ISHARES TR 0-3 MNTH TREASRY | Buy | — | — | $1,001 – $15,000 | 8220906 ISHARES TR 0-3 MNTH TREASRY |
Apr 4, 2025 Dependent | May 12, 2025 | — EL ERATIONAL IN COM | Buy | — | — | $1,001 – $15,000 | 8220906 EL ERATIONAL IN COM |
Apr 4, 2025 Dependent | May 12, 2025 | — USD1 HONEYWELL INTERNATIONAL INC COM | Buy | — | — | $1,001 – $15,000 | 8220906 USD1 HONEYWELL INTERNATIONAL INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | — LONS WELL NTERNATIONA ING COM | Buy | — | — | $1,001 – $15,000 | 8220906 LONS WELL NTERNATIONA ING COM |
Apr 4, 2025 Dependent | May 12, 2025 | HD Home Depot, Inc. (The) | Buy | 22.61estimated | $353.90 | $1,001 – $15,000 | 8220906 HOME DEPOT INC |
Apr 4, 2025 Dependent | May 12, 2025 | — GE AERDSPACE COM NEW | Receive | — | — | $1,001 – $15,000 | 8220906 GE AERDSPACE COM NEW |
Apr 4, 2025 Dependent | May 12, 2025 | META Meta Platforms, Inc. Class A | Buy | 15.85estimated | $504.73 | $1,001 – $15,000 | 8220906 META PLATFORMS INC CLASS A COMMON STOCK |
Apr 4, 2025 Dependent | May 12, 2025 | — EXXON MOBIL CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 EXXON MOBIL CORP COM |
Apr 4, 2025 Dependent | May 12, 2025 | DIS Walt Disney Company (The) | Buy | 95.78estimated | $83.53 | $1,001 – $15,000 | 8220906 DISNEY WALT CO COM |
Apr 4, 2025 Dependent | May 12, 2025 | COP ConocoPhillips | Buy | 92.72estimated | $86.29 | $1,001 – $15,000 | 8220906 CONOCOPHILLIPS COM |
Apr 4, 2025 Dependent | May 12, 2025 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 146.69estimated | $54.54 | $1,001 – $15,000 | 8220906 CISCO SYSTEMS INC |
Apr 4, 2025 Dependent | May 12, 2025 | AVGO Broadcom Inc. | Receive | 54.69estimated | $146.29 | $1,001 – $15,000 | 8220906 BROADCOM INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | BLK BlackRock, Inc. | Buy | 9.73estimated | $822.62 | $1,001 – $15,000 | 8220906 BLACKROCK INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220906 BERKSHIRE HATHAWAY INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | — BANK AMERICA CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 BANK AMERICA CORP COM |
Apr 4, 2025 Dependent | May 12, 2025 | AMT American Tower Corporation (REIT) | Buy | 36.34estimated | $220.17 | $1,001 – $15,000 | 8220906 AMERICAN TOWER CORP NEW COM |
Apr 4, 2025 Dependent | May 12, 2025 | AMZN Amazon.com, Inc. | Buy | 46.79estimated | $171.00 | $1,001 – $15,000 | 8220906 AMAZON.COM INC |
Apr 4, 2025 Member | May 12, 2025 | — OC ALPHABET INC CAP STK CLA | Buy | — | — | $1,001 – $15,000 | 8220906 OC ALPHABET INC CAP STK CLA |
Apr 4, 2025 Dependent | May 12, 2025 | ABT Abbott Laboratories | Buy | 64.29estimated | $124.44 | $1,001 – $15,000 | 8220906 ABBOTT LABORATORIES |
Apr 4, 2025 Dependent | May 12, 2025 | ABT Abbott Laboratories | Buy | 64.29estimated | $124.44 | $1,001 – $15,000 | 8220906 ABBOTT LABORATORIES |
Apr 4, 2025 Dependent | May 12, 2025 | ABT Abbott Laboratories | Buy | 64.29estimated | $124.44 | $1,001 – $15,000 | 8220906 ABBOTT LABORATORIES |
Apr 4, 2025 Dependent | May 12, 2025 | — ACCENTURE PLO | Buy | — | — | $1,001 – $15,000 | 8220906 ACCENTURE PLO |
Apr 4, 2025 Dependent | May 12, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 28.07estimated | $285.06 | $1,001 – $15,000 | 8220906 ACCENTURE PLC |
Apr 4, 2025 Dependent | May 12, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 28.07estimated | $285.06 | $1,001 – $15,000 | 8220906 ACCENTURE PLC |
Apr 4, 2025 Dependent | May 12, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 98.2estimated | $81.47 | $1,001 – $15,000 | 8220906 MERCK &CO. INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | ISRG Intuitive Surgical, Inc. | Buy | 17.72estimated | $451.58 | $1,001 – $15,000 | 8220906 INTUITIVE SURGICAL INC |
Apr 4, 2025 Dependent | May 12, 2025 | ZTS Zoetis Inc. Class A | Buy | 52.73estimated | $151.73 | $1,001 – $15,000 | 8220906 ZOETIS INC |
Apr 4, 2025 Dependent | May 12, 2025 | — WELLS FARGO CO NEW COM | Buy | — | — | $1,001 – $15,000 | 8220906 WELLS FARGO CO NEW COM |
Apr 4, 2025 Dependent | May 12, 2025 | — WASTE MAMAGEMENT INC | Buy | — | — | $1,001 – $15,000 | 8220906 WASTE MAMAGEMENT INC |
Apr 4, 2025 Dependent | May 12, 2025 | WMT Walmart Inc. | Buy | 96.17estimated | $83.19 | $1,001 – $15,000 | 8220906 WALMART INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | V Visa Inc. | Receive | 25.55estimated | $313.13 | $1,001 – $15,000 | 8220906 VISA INC |
Apr 4, 2025 Dependent | May 12, 2025 | — UNION PAC CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 UNION PAC CORP COM |
Apr 4, 2025 Dependent | May 12, 2025 | — UNION PAC CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 UNION PAC CORP COM |
Apr 4, 2025 Dependent | May 12, 2025 | TMO Thermo Fisher Scientific Inc | Buy | 18.27estimated | $437.91 | $1,001 – $15,000 | 8220906 THERMO FISHER SCIENTIFIC INC |
Apr 4, 2025 Dependent | May 12, 2025 | TSLA Tesla, Inc. | Buy | 33.41estimated | $239.43 | $1,001 – $15,000 | 8220906 TESLA INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | TRGP Targa Resources, Inc. | Buy | 49.63estimated | $161.19 | $1,001 – $15,000 | 8220906 TARGA RESOURCES CORP |
Apr 4, 2025 Dependent | May 12, 2025 | CRM Salesforce, Inc. | Buy | 33.23estimated | $240.76 | $1,001 – $15,000 | 8220906 SALESFORCE INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | — RTX CORPORATION COM USD1.00 | Receive | — | — | $1,001 – $15,000 | 8220906 RTX CORPORATION COM USD1.00 |
Apr 4, 2025 Dependent | May 12, 2025 | — RTX CORPORATION COM USD1,00 | Receive | — | — | $1,001 – $15,000 | 8220906 RTX CORPORATION COM USD1,00 |
Apr 4, 2025 Dependent | May 12, 2025 | — QUALCOMM INC | Buy | — | — | $1,001 – $15,000 | 8220906 QUALCOMM INC |
Apr 4, 2025 Dependent | May 12, 2025 | PG Procter & Gamble Company (The) | Buy | 48.86estimated | $163.75 | $1,001 – $15,000 | 8220906 PROCTER AND GAMBLE CO COM |
Apr 4, 2025 Dependent | May 12, 2025 | PEP PepsiCo, Inc. | Buy | 54.57estimated | $146.61 | $1,001 – $15,000 | 8220906 PEPSICO INC |
Apr 4, 2025 Dependent | May 12, 2025 | — PALANTIR TECHNOLOGIES INC CLA | Buy | — | — | $1,001 – $15,000 | 8220906 PALANTIR TECHNOLOGIES INC CLA |
Apr 4, 2025 Dependent | May 12, 2025 | ORCL Oracle Corporation | Buy | 62.37estimated | $128.27 | $1,001 – $15,000 | 8220906 CORACLE CORP |
Apr 4, 2025 Member | May 12, 2025 | — OC INVIDIA CORPORATION COM | Buy | — | — | $1,001 – $15,000 | 8220906 OC INVIDIA CORPORATION COM |
Apr 4, 2025 Dependent | May 12, 2025 | NFLX Netflix, Inc. | Buy | 93.48estimated | $85.59 | $1,001 – $15,000 | 8220906 NETFLIX INC |
Apr 4, 2025 Dependent | May 12, 2025 | — MONDELEZ INTL INC COM NPV | Buy | — | — | $1,001 – $15,000 | 8220906 MONDELEZ INTL INC COM NPV |
Apr 4, 2025 Dependent | May 12, 2025 | MSFT Microsoft Corporation | Buy | 22.23estimated | $359.84 | $1,001 – $15,000 | 8220906 MICROSOFT CORP |
Apr 4, 2025 Dependent | May 12, 2025 | — MASTERCARD INCORPORATED CLA | Buy | — | — | $1,001 – $15,000 | 8220906 MASTERCARD INCORPORATED CLA |
Apr 4, 2025 Dependent | May 12, 2025 | LLY Eli Lilly and Company | Buy | 10.84estimated | $738.21 | $1,001 – $15,000 | 8220906 EL LILLY &CO COM |
Apr 4, 2025 Dependent | May 12, 2025 | — VUHTION AOR LUMH MOET HENNESSY LOUIS | Buy | — | — | $1,001 – $15,000 | 8220906 VUHTION AOR LUMH MOET HENNESSY LOUIS |
Apr 4, 2025 Dependent | May 12, 2025 | — JOHNSON BJOHNSON COM | Buy | — | — | $1,001 – $15,000 | 8220906 JOHNSON BJOHNSON COM |
Apr 4, 2025 Dependent | May 12, 2025 | — IPMORGAN CHASE &CO. COM | Buy | — | — | $1,001 – $15,000 | 8220906 IPMORGAN CHASE &CO. COM |
Apr 4, 2025 Dependent | May 12, 2025 | — ISHARES TR O-3 MNTH TREASRY | Buy | — | — | $15,001 – $50,000 | 8220906 ISHARES TR O-3 MNTH TREASRY |
Apr 4, 2025 Dependent | May 12, 2025 | — IINTERNATIONAL BUS MACH CORP COM USD0.20 | Buy | — | — | $1,001 – $15,000 | 8220906 IINTERNATIONAL BUS MACH CORP COM USD0.20 |
Apr 4, 2025 Dependent | May 12, 2025 | — HONEYWELL INTERNATIONAL INC COM USD1 | Buy | — | — | $1,001 – $15,000 | 8220906 HONEYWELL INTERNATIONAL INC COM USD1 |
Apr 4, 2025 Dependent | May 12, 2025 | — LUDE VEL INC INCOM | Buy | — | — | $1,001 – $15,000 | 8220906 LUDE VEL INC INCOM |
Apr 4, 2025 Dependent | May 12, 2025 | — HONEYWELL INTERNATIONAL INC COM USD1 | Buy | — | — | $1,001 – $15,000 | 8220906 HONEYWELL INTERNATIONAL INC COM USD1 |
Apr 4, 2025 Dependent | May 12, 2025 | HD Home Depot, Inc. (The) | Buy | 91.84estimated | $353.90 | $15,001 – $50,000 | 8220906 HOME DEPOT INC |
Apr 4, 2025 Dependent | May 12, 2025 | — GE AEROSPACE COM NEW | Receive | — | — | $1,001 – $15,000 | 8220906 GE AEROSPACE COM NEW |
Apr 4, 2025 Dependent | May 12, 2025 | — META PLATFORMS ING CLASS A COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8220906 META PLATFORMS ING CLASS A COMMON STOCK |
Apr 4, 2025 Dependent | May 12, 2025 | — EXXON MOBIL CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 EXXON MOBIL CORP COM |
Apr 4, 2025 Dependent | May 12, 2025 | DIS Walt Disney Company (The) | Buy | 95.78estimated | $83.53 | $1,001 – $15,000 | 8220906 DISNEY WALT CO COM |
Apr 4, 2025 Dependent | May 12, 2025 | COP ConocoPhillips | Buy | 92.72estimated | $86.29 | $1,001 – $15,000 | 8220906 CONOCOPHILLIPS COM |
Apr 4, 2025 Dependent | May 12, 2025 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 146.69estimated | $54.54 | $1,001 – $15,000 | 8220906 CISCO SYSTEMS INC |
Apr 4, 2025 Dependent | May 12, 2025 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 146.69estimated | $54.54 | $1,001 – $15,000 | 8220906 CISCO SYSTEMS INC |
Apr 4, 2025 Dependent | May 12, 2025 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 146.69estimated | $54.54 | $1,001 – $15,000 | 8220906 CISCO SYSTEMS. INC |
Apr 4, 2025 Dependent | May 12, 2025 | CVX Chevron Corporation | Buy | 55.84estimated | $143.28 | $1,001 – $15,000 | 8220906 CHEVRON CORP NEW COM |
Apr 4, 2025 Dependent | May 12, 2025 | AVGO Broadcom Inc. | Receive | 54.69estimated | $146.29 | $1,001 – $15,000 | 8220906 BROADCOM INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | AVGO Broadcom Inc. | Receive | 54.69estimated | $146.29 | $1,001 – $15,000 | 8220906 BROADCOM INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | BKNG Booking Holdings Inc. | Receive | 46.69estimated | $171.36 | $1,001 – $15,000 | 8220906 BOOKING HOLDINGS INC COM |
Apr 4, 2025 Dependent | May 12, 2025 | BLK BlackRock, Inc. | Buy | 9.73estimated | $822.62 | $1,001 – $15,000 | 8220906 BLACKROCK INC COM |
Apr 4, 2025 Member | May 12, 2025 | — DG BERKSHIRE HATHAWAY INC COM LUSD0.0093 CLAS5 B | Buy | — | — | $1,001 – $15,000 | 8220906 DG BERKSHIRE HATHAWAY INC COM LUSD0.0093 CLAS5 B |
Apr 4, 2025 Dependent | May 12, 2025 | — BANK AMERICA CORF COM | Buy | — | — | $1,001 – $15,000 | 8220906 BANK AMERICA CORF COM |
Apr 4, 2025 Dependent | May 12, 2025 | AAPL Apple Inc. | Receive | 42.47estimated | $188.38 | $1,001 – $15,000 | 8220906 APPLE INC |
Apr 4, 2025 Dependent | May 12, 2025 | AMT American Tower Corporation (REIT) | Buy | 36.34estimated | $220.17 | $1,001 – $15,000 | 8220906 AMERICAN TOWER CORP NEW COM |
Apr 4, 2025 Member | May 12, 2025 | — DIE AMAZON.COM INC | Buy | — | — | $1,001 – $15,000 | 8220906 DIE AMAZON.COM INC |
Apr 4, 2025 Dependent | May 12, 2025 | — ALPHABET INC CAP STKEL A | Buy | — | — | $1,001 – $15,000 | 8220906 ALPHABET INC CAP STKEL A |
Apr 4, 2025 Dependent | May 12, 2025 | — ADORE INC COM | Buy | — | — | $1,001 – $15,000 | 8220906 ADORE INC COM |
Apr 4, 2025 Member | May 12, 2025 | — IC ABEVIE INC COM USDO,01 | Receive | — | — | $1,001 – $15,000 | 8220906 IC ABEVIE INC COM USDO,01 |
Apr 4, 2025 Dependent | May 12, 2025 | ABT Abbott Laboratories | Buy | 64.29estimated | $124.44 | $1,001 – $15,000 | 8220906 ABBOTT LABORATORIES |
Apr 4, 2025 Dependent | May 12, 2025 | ABT Abbott Laboratories | Buy | 64.29estimated | $124.44 | $1,001 – $15,000 | 8220906 ABBOTT LABORATORIES |
Apr 4, 2025 Dependent | May 12, 2025 | ABT Abbott Laboratories | Buy | 64.29estimated | $124.44 | $1,001 – $15,000 | 8220906 ABBOTT LABORATORIES |
Apr 4, 2025 Dependent | May 12, 2025 | — ACCENTURE PLE | Buy | — | — | $1,001 – $15,000 | 8220906 ACCENTURE PLE |
Apr 4, 2025 Dependent | May 12, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 28.07estimated | $285.06 | $1,001 – $15,000 | 8220906 ACCENTURE PLC |
Apr 4, 2025 Dependent | May 12, 2025 | — ACCENTURE PLE | Buy | — | — | $1,001 – $15,000 | 8220906 ACCENTURE PLE |
Apr 4, 2025 Dependent | May 12, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 28.07estimated | $285.06 | $1,001 – $15,000 | 8220906 ACCENTURE PLC |
Apr 4, 2025 Spouse | May 12, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 98.2estimated | $81.47 | $1,001 – $15,000 | 8220906 MERCK &CO. INC COM |
Apr 4, 2025 Spouse | May 12, 2025 | ZTS Zoetis Inc. Class A | Buy | 52.73estimated | $151.73 | $1,001 – $15,000 | 8220906 ZOETIS INC |
Apr 4, 2025 Spouse | May 12, 2025 | — WELLS FARGO CO NEW COM | Buy | — | — | $1,001 – $15,000 | 8220906 WELLS FARGO CO NEW COM |
Apr 4, 2025 Spouse | May 12, 2025 | WM Waste Management, Inc. | Buy | 35.53estimated | $225.20 | $1,001 – $15,000 | 8220906 WASTE MANAGEMENT INC |
Apr 4, 2025 Spouse | May 12, 2025 | WMT Walmart Inc. | Buy | 96.17estimated | $83.19 | $1,001 – $15,000 | 8220906 WALMART INC COM |
Apr 4, 2025 Spouse | May 12, 2025 | — UNION PAC CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 UNION PAC CORP COM |
Apr 4, 2025 Spouse | May 12, 2025 | — LUNION PAC CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 LUNION PAC CORP COM |
Apr 4, 2025 Spouse | May 12, 2025 | — THERMO FISHER SCIENTIFC INC | Buy | — | — | $1,001 – $15,000 | 8220906 THERMO FISHER SCIENTIFC INC |
Apr 4, 2025 Member | May 12, 2025 | TSLA Tesla, Inc. | Buy | 33.41estimated | $239.43 | $1,001 – $15,000 | 8220906 TESLA INC COM |
Apr 4, 2025 Spouse | May 12, 2025 | — TARGA RESOURCES COMP | Buy | — | — | $1,001 – $15,000 | 8220906 TARGA RESOURCES COMP |
Apr 4, 2025 Spouse | May 12, 2025 | CRM Salesforce, Inc. | Buy | 33.23estimated | $240.76 | $1,001 – $15,000 | 8220906 SALESFORCE INC COM |
Apr 4, 2025 Member | May 12, 2025 | — P IRTX CORPORATION COM USD1,00 | Receive | — | — | $1,001 – $15,000 | 8220906 P IRTX CORPORATION COM USD1,00 |
Apr 4, 2025 Spouse | May 12, 2025 | — QUALCOMM INC | Buy | — | — | $1,001 – $15,000 | 8220906 QUALCOMM INC |
Apr 4, 2025 Member | May 12, 2025 | PG Procter & Gamble Company (The) | Buy | 48.86estimated | $163.75 | $1,001 – $15,000 | 8220906 P PROCTER AND GAMBLE CO COM |
Apr 4, 2025 Spouse | May 12, 2025 | — PALANTIR TECHNOLOGIES INC CLA | Buy | — | — | $1,001 – $15,000 | 8220906 PALANTIR TECHNOLOGIES INC CLA |
Apr 4, 2025 Spouse | May 12, 2025 | ORCL Oracle Corporation | Buy | 62.37estimated | $128.27 | $1,001 – $15,000 | 8220906 ORACLE CORP |
Apr 4, 2025 Spouse | May 12, 2025 | NVDA NVIDIA Corporation | Buy | 84.83estimated | $94.31 | $1,001 – $15,000 | 8220906 INVIDIA CORPORATION COM |
Apr 4, 2025 Spouse | May 12, 2025 | NFLX Netflix, Inc. | Buy | 93.48estimated | $85.59 | $1,001 – $15,000 | 8220906 NETFLIX INC |
Apr 4, 2025 Spouse | May 12, 2025 | — (MONDELEZ INTL INC COM NPY | Buy | — | — | $1,001 – $15,000 | 8220906 (MONDELEZ INTL INC COM NPY |
Apr 4, 2025 Spouse | May 12, 2025 | — MONDELEZ INTLINC COM NPY | Buy | — | — | $1,001 – $15,000 | 8220906 MONDELEZ INTLINC COM NPY |
Apr 4, 2025 Spouse | May 12, 2025 | MSFT Microsoft Corporation | Buy | 22.23estimated | $359.84 | $1,001 – $15,000 | 8220906 MICROSOFT CORP * |
Apr 4, 2025 Spouse | May 12, 2025 | — MASTERCARD INCORPORATED CLA | Buy | — | — | $1,001 – $15,000 | 8220906 MASTERCARD INCORPORATED CLA |
Apr 4, 2025 Spouse | May 12, 2025 | — TEL ULLY BCO COM | Buy | — | — | $1,001 – $15,000 | 8220906 TEL ULLY BCO COM |
Apr 4, 2025 Member | May 12, 2025 | — ILVMH MOET HENNESSY LOUIS VUITTON ADRI | Buy | — | — | $1,001 – $15,000 | 8220906 ILVMH MOET HENNESSY LOUIS VUITTON ADRI |
Apr 4, 2025 Spouse | May 12, 2025 | — JOHNSOM JOHNSON COMM | Buy | — | — | $1,001 – $15,000 | 8220906 JOHNSOM JOHNSON COMM |
Apr 4, 2025 Member | May 12, 2025 | — P JPMORGAN CHASE SCO COM | Buy | — | — | $1,001 – $15,000 | 8220906 P JPMORGAN CHASE SCO COM |
Apr 4, 2025 Member | May 12, 2025 | — P ISHARES TR 0-3 MANTH TREASRY | Buy | — | — | $1,001 – $15,000 | 8220906 P ISHARES TR 0-3 MANTH TREASRY |
Apr 4, 2025 Spouse | May 12, 2025 | — USD0.20 INTERNATIONAL BUS MACH CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 USD0.20 INTERNATIONAL BUS MACH CORP COM |
Apr 4, 2025 Spouse | May 12, 2025 | — HONEYWELL INTERNATIONAL INC COM USD1 | Buy | — | — | $1,001 – $15,000 | 8220906 HONEYWELL INTERNATIONAL INC COM USD1 |
Apr 4, 2025 Member | May 12, 2025 | — P HONEYWELL INTERNATIONAL INC COM USDI | Buy | — | — | $1,001 – $15,000 | 8220906 P HONEYWELL INTERNATIONAL INC COM USDI |
Apr 4, 2025 Member | May 12, 2025 | — P HONEYWELL INTERNATIONAL INC COM USD1 | Buy | — | — | $1,001 – $15,000 | 8220906 P HONEYWELL INTERNATIONAL INC COM USD1 |
Apr 4, 2025 Spouse | May 12, 2025 | — HOME DEPOT INE | Buy | — | — | $1,001 – $15,000 | 8220906 HOME DEPOT INE |
Apr 4, 2025 Spouse | May 12, 2025 | META Meta Platforms, Inc. Class A | Buy | 15.85estimated | $504.73 | $1,001 – $15,000 | 8220906 STOCK META PLATFORMS INC CLASS A COMMON |
Apr 4, 2025 Member | May 12, 2025 | — P EXXON MOBIL CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 P EXXON MOBIL CORP COM |
Apr 4, 2025 Spouse | May 12, 2025 | DIS Walt Disney Company (The) | Buy | 95.78estimated | $83.53 | $1,001 – $15,000 | 8220906 DISNEY WALT CO COM |
Apr 4, 2025 Spouse | May 12, 2025 | — CONOCOPHILLFS COM | Buy | — | — | $1,001 – $15,000 | 8220906 CONOCOPHILLFS COM |
Apr 4, 2025 Spouse | May 12, 2025 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 146.69estimated | $54.54 | $1,001 – $15,000 | 8220906 CISCO SYSTEMS INC |
Apr 4, 2025 Member | May 12, 2025 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 146.69estimated | $54.54 | $1,001 – $15,000 | 8220906 P CISCO SYSTEMS INC |
Apr 4, 2025 Spouse | May 12, 2025 | — CISCD SYSTEMS INC | Buy | — | — | $1,001 – $15,000 | 8220906 CISCD SYSTEMS INC |
Apr 4, 2025 Spouse | May 12, 2025 | — ICHEVBON CORP NEW. COM | Buy | — | — | $1,001 – $15,000 | 8220906 ICHEVBON CORP NEW. COM |
Apr 4, 2025 Spouse | May 12, 2025 | BLK BlackRock, Inc. | Buy | 9.73estimated | $822.62 | $1,001 – $15,000 | 8220906 BLACKROCK INC COM |
Apr 4, 2025 Spouse | May 12, 2025 | — BERKSHIRE HATHAWAY INC COM U500.0033 CLASS E | Buy | — | — | $1,001 – $15,000 | 8220906 BERKSHIRE HATHAWAY INC COM U500.0033 CLASS E |
Apr 4, 2025 Member | May 12, 2025 | — P BANK AMERICA CORP COM | Buy | — | — | $1,001 – $15,000 | 8220906 P BANK AMERICA CORP COM |
Apr 4, 2025 Member | May 12, 2025 | AMT American Tower Corporation (REIT) | Buy | 36.34estimated | $220.17 | $1,001 – $15,000 | 8220906 P AMERICAN TOWER CORP NEW COM |
Apr 4, 2025 Member | May 12, 2025 | AMZN Amazon.com, Inc. | Buy | 46.79estimated | $171.00 | $1,001 – $15,000 | 8220906 P AMAZON.COM INC |
Apr 4, 2025 Member | May 12, 2025 | — P ALPHABET INC CAP STK CLA | Buy | — | — | $1,001 – $15,000 | 8220906 P ALPHABET INC CAP STK CLA |
Apr 4, 2025 Spouse | May 12, 2025 | — ADOSE INC COM | Buy | — | — | $1,001 – $15,000 | 8220906 ADOSE INC COM |
Apr 4, 2025 Spouse | May 12, 2025 | — ABBOTT LABORATONES | Buy | — | — | $1,001 – $15,000 | 8220906 ABBOTT LABORATONES |
Apr 4, 2025 Spouse | May 12, 2025 | — (ABBOTT LABORATORES | Buy | — | — | $1,001 – $15,000 | 8220906 (ABBOTT LABORATORES |
Apr 4, 2025 Spouse | May 12, 2025 | ABT Abbott Laboratories | Buy | 64.29estimated | $124.44 | $1,001 – $15,000 | 8220906 ABBOTT LABORATORIES |
Apr 4, 2025 Spouse | May 12, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 28.07estimated | $285.06 | $1,001 – $15,000 | 8220906 ACCENTURE PLC |
Apr 4, 2025 Dependent | May 12, 2025 | — LIZIMMER BIOMET HOLDING5 INC | Buy | — | — | $1,001 – $15,000 | 8220906 LIZIMMER BIOMET HOLDING5 INC |
Apr 4, 2025 Member | May 12, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 28.07estimated | $285.06 | $1,001 – $15,000 | 8220906 P ACCENTURE PLC |
Apr 4, 2025 Spouse | May 12, 2025 | — ACCENTURE PLE | Buy | — | — | $1,001 – $15,000 | 8220906 ACCENTURE PLE |
Apr 4, 2025 Spouse | May 12, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 28.07estimated | $285.06 | $1,001 – $15,000 | 8220906 ACCENTURE PLC |
Apr 4, 2025 Spouse | May 12, 2025 | GM General Motors Company | Buy | 181.09estimated | $44.18 | $1,001 – $15,000 | 8220906 GENERAL MOTORS COMPANY CMN |
Apr 4, 2025 Spouse | May 12, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220906 ICMN |
Apr 4, 2025 Spouse | May 12, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220906 CATERPILLAR INC (DELAWARE) CMN |
Apr 4, 2025 Spouse | May 12, 2025 | — SALESFORCE INC OMN | Buy | — | — | $1,001 – $15,000 | 8220906 SALESFORCE INC OMN |
Apr 4, 2025 Member | May 12, 2025 | — P WALT DISNEY COMPANY THE1CMN | Buy | — | — | $1,001 – $15,000 | 8220906 P WALT DISNEY COMPANY THE1CMN |
Apr 4, 2025 Dependent | May 12, 2025 | GM General Motors Company | Buy | 181.09estimated | $44.18 | $1,001 – $15,000 | 8220906 GENERAL MOTORS COMPANY CMN |
Apr 4, 2025 Spouse | May 12, 2025 | — TEXAS INSTRUMENTS ING, CMN | Buy | — | — | $1,001 – $15,000 | 8220906 TEXAS INSTRUMENTS ING, CMN |
Apr 4, 2025 Spouse | May 12, 2025 | COF Capital One Financial Corporation | Buy | 53.13estimated | $150.57 | $1,001 – $15,000 | 8220906 CAPITAL ONE FINANCIAL CORP CMN |
Apr 4, 2025 Spouse | May 12, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 74.53estimated | $107.34 | $1,001 – $15,000 | 8220906 ZIMMER BIOMET HOLDINGS INC |
Apr 4, 2025 Dependent | May 12, 2025 | — MKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MKS INSTRUMENTS INC CMN |
Apr 4, 2025 Member | May 12, 2025 | — se x | Buy | — | — | $15,001 – $50,000 | 8220906 se x |
Apr 4, 2025 Spouse | May 12, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220906 HOLOGIC INCORPORATED CMN |
Apr 4, 2025 Spouse | May 12, 2025 | MU Micron Technology, Inc. | Buy | 123.62estimated | $64.72 | $1,001 – $15,000 | 8220906 MICRON TECHNOLOGY, INC, CMN |
Apr 4, 2025 Spouse | May 12, 2025 | BAC Bank of America Corporation | Buy | 232.64estimated | $34.39 | $1,001 – $15,000 | 8220906 BANK OF AMERICA CORP CMN |
Apr 4, 2025 Dependent | May 12, 2025 | TGT Target Corporation | Buy | 83.58estimated | $95.72 | $1,001 – $15,000 | 8220906 TARGET CORPORATION CMN |
Apr 4, 2025 Spouse | May 12, 2025 | — MKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MKS INSTRUMENTS INC CMN |
Apr 4, 2025 Dependent | May 12, 2025 | — WASTE MANAGEMENT INCOMIN | Buy | — | — | $1,001 – $15,000 | 8220906 WASTE MANAGEMENT INCOMIN |
Apr 4, 2025 Spouse | May 12, 2025 | TGT Target Corporation | Buy | 83.58estimated | $95.72 | $1,001 – $15,000 | 8220906 TARGET CORPORATION CMN |
Apr 4, 2025 Dependent | May 12, 2025 | GM General Motors Company | Buy | 181.09estimated | $44.18 | $1,001 – $15,000 | 8220906 GENERAL MOTORS COMPANY CMN |
Apr 4, 2025 Spouse | May 12, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 74.53estimated | $107.34 | $1,001 – $15,000 | 8220906 ZIMMER BIOMET HOLDINGS INC |
Apr 4, 2025 Spouse | May 12, 2025 | — HOLOGIC INCOAPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220906 HOLOGIC INCOAPORATED CMN |
Apr 4, 2025 Spouse | May 12, 2025 | — MICRON TECHNOLOGY, ING, CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MICRON TECHNOLOGY, ING, CMN |
Apr 4, 2025 Spouse | May 12, 2025 | — MKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MKS INSTRUMENTS INC CMN |
Apr 4, 2025 Dependent | May 12, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220906 CATERPILLAR INC (DELAWARE) CMN |
Apr 4, 2025 Dependent | May 12, 2025 | CRM Salesforce, Inc. | Buy | 33.23estimated | $240.76 | $1,001 – $15,000 | 8220906 SALESFORCE INC CMN |
Apr 4, 2025 Dependent | May 12, 2025 | — WALT DISNEY COMPANY (THE CNN | Buy | — | — | $1,001 – $15,000 | 8220906 WALT DISNEY COMPANY (THE CNN |
Apr 3, 2025 Dependent | May 12, 2025 | — BAXTER INTERNATONAL INC OMN | Buy | — | — | $1,001 – $15,000 | 8220906 BAXTER INTERNATONAL INC OMN |
Apr 3, 2025 Dependent | May 12, 2025 | PINS Pinterest, Inc. Class A | Buy | 290.82estimated | $27.51 | $1,001 – $15,000 | 8220906 PINTEREST INC CMN |
Apr 3, 2025 Spouse | May 12, 2025 | — BAXTER INTERNATIONALINC CHATE | Buy | — | — | $1,001 – $15,000 | 8220906 BAXTER INTERNATIONALINC CHATE |
Apr 3, 2025 Spouse | May 12, 2025 | — INCR VOYLX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220906 INCR VOYLX CORP CMN |
Apr 3, 2025 Dependent | May 12, 2025 | — MKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MKS INSTRUMENTS INC CMN |
Apr 3, 2025 Spouse | May 12, 2025 | — PINTEREST INC OMN CLASSA | Buy | — | — | $1,001 – $15,000 | 8220906 PINTEREST INC OMN CLASSA |
Apr 3, 2025 Spouse | May 12, 2025 | — IMKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 IMKS INSTRUMENTS INC CMN |
Apr 3, 2025 Spouse | May 12, 2025 | — BAXTER INTERNATIONAL INC OMN | Buy | — | — | $1,001 – $15,000 | 8220906 BAXTER INTERNATIONAL INC OMN |
Apr 3, 2025 Spouse | May 12, 2025 | — TOMN | Buy | — | — | $1,001 – $15,000 | 8220906 TOMN |
Apr 3, 2025 Member | May 12, 2025 | PINS Pinterest, Inc. Class A | Buy | 290.82estimated | $27.51 | $1,001 – $15,000 | 8220906 P PINTEREST INC CMN |
Apr 3, 2025 Spouse | May 12, 2025 | — MKS INSTRUMENTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 MKS INSTRUMENTS INC CMN |
Apr 2, 2025 Spouse | May 12, 2025 | — GRAPHIC PACKAGING HLOGCO CMN | Receive | — | — | $1,001 – $15,000 | 8220906 GRAPHIC PACKAGING HLOGCO CMN |
Apr 2, 2025 Spouse | May 12, 2025 | FDX FedEx Corporation | Buy | 41.34estimated | $193.52 | $1,001 – $15,000 | 8220906 FEDEX CORPORATION CMN |
Apr 2, 2025 Spouse | May 12, 2025 | — I GRAPHIC PACKAGING HLDGCO CMN | Receive | — | — | $1,001 – $15,000 | 8220906 I GRAPHIC PACKAGING HLDGCO CMN |
Mar 31, 2025 Member | Apr 10, 2025 | PINS Pinterest, Inc. Class A | Buy | 258.08estimated | $31.00 | $1,001 – $15,000 | 8220827 P PINTEREST INC CMN |
Mar 31, 2025 Spouse | Apr 10, 2025 | MU Micron Technology, Inc. | Buy | 92.08estimated | $86.89 | $1,001 – $15,000 | 8220827 MICRON TECHNOLOGY, INC CMN |
Mar 31, 2025 Spouse | Apr 10, 2025 | PINS Pinterest, Inc. Class A | Buy | 258.08estimated | $31.00 | $1,001 – $15,000 | 8220827 PINTEREST INC CMN |
Mar 30, 2025 Dependent | Apr 7, 2026 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $100,001 – $250,000 | 9115726 INTL BUSINESS MACHINES CORP CMN |
Mar 30, 2025 Dependent | Apr 7, 2026 | — ICMN | Receive | — | — | $1,001 – $15,000 | 9115726 ICMN |
Mar 30, 2025 Dependent | Apr 7, 2026 | HCA HCA Healthcare, Inc. | Receive | 23.38estimated | $342.16 | $1,001 – $15,000 | 9115726 HCA HEALTHCARE INC CMN |
Mar 29, 2025 Dependent | Apr 10, 2025 | MRVL Marvell Technology, Inc. | Buy | 128.96estimated | $62.04 | $1,001 – $15,000 | 8220827 MARVELL TECHNOLOGY, INC. CMN |
Mar 28, 2025 Dependent | Apr 10, 2025 | LULU lululemon athletica inc. | Buy | 27.3estimated | $293.06 | $1,001 – $15,000 | 8220827 LULULEMON ATHLETICA INC. CMN |
Mar 28, 2025 Dependent | Apr 10, 2025 | IP International Paper Company | Buy | 150.36estimated | $53.21 | $1,001 – $15,000 | 8220827 INTERNATIONAL PAPER CO. CMN |
Mar 28, 2025 Spouse | Apr 10, 2025 | — INTERNATONAL PAPER CO. CAN | Buy | — | — | $1,001 – $15,000 | 8220827 INTERNATONAL PAPER CO. CAN |
Mar 28, 2025 Spouse | Apr 10, 2025 | LULU lululemon athletica inc. | Buy | 27.3estimated | $293.06 | $1,001 – $15,000 | 8220827 LULULEMON ATHLETICA INC. CMN * |
Mar 28, 2025 Dependent | Apr 10, 2025 | — OKTA, ING GIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220827 OKTA, ING GIN CLASS A |
Mar 28, 2025 Dependent | Apr 10, 2025 | TGT Target Corporation | Buy | 77.19estimated | $103.65 | $1,001 – $15,000 | 8220827 TARGET CORPORATION CMN |
Mar 27, 2025 Member | Apr 10, 2025 | VYX NCR Voyix Corporation | Buy | 765.6estimated | $10.45 | $1,001 – $15,000 | 8220827 INCR VOYIX CORP CMN |
Mar 27, 2025 Spouse | Apr 10, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220827 INDEX |
Mar 27, 2025 Spouse | Apr 10, 2025 | — NCR VOYIX CORP OMN | Buy | — | — | $1,001 – $15,000 | 8220827 NCR VOYIX CORP OMN |
Mar 27, 2025 Spouse | Apr 10, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220827 INDEX |
Mar 27, 2025 Spouse | Apr 10, 2025 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220827 INDEX |
Mar 26, 2025 Spouse | Apr 10, 2025 | — US01 6250(6.5086) SERIES P | Buy | — | — | $1,001 – $15,000 | 8220827 US01 6250(6.5086) SERIES P |
Mar 26, 2025 Spouse | Apr 10, 2025 | — BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8220827 BASKET OF INDICES |
Mar 26, 2025 Dependent | Apr 10, 2025 | — BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8220827 BASKET OF INDICES |
Mar 25, 2025 Member | Apr 10, 2025 | — IC CMN | Buy | — | — | $1,001 – $15,000 | 8220827 IC CMN |
Mar 25, 2025 Spouse | Apr 10, 2025 | — MICRON TECHNOLOGY, INC. CMM | Buy | — | — | $1,001 – $15,000 | 8220827 MICRON TECHNOLOGY, INC. CMM |
Mar 23, 2025 Spouse | Apr 7, 2026 | — WORKDAY IN CMN | Buy | — | — | $50,001 – $100,000 | 9115726 WORKDAY IN CMN |
Mar 23, 2025 Spouse | Apr 7, 2026 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 9115726 CROWN CASTLE INTL CORP CMN |
Mar 22, 2025 Dependent | Apr 10, 2025 | — AO. SMITH CORP (DEL) CMN | Buy | — | — | $1,001 – $15,000 | 8220827 AO. SMITH CORP (DEL) CMN |
Mar 22, 2025 Dependent | Apr 10, 2025 | ISRG Intuitive Surgical, Inc. | Buy | 16.25estimated | $492.49 | $1,001 – $15,000 | 8220827 INTUITIVE SURGICAL, INC. CMN |
Mar 22, 2025 Dependent | Apr 10, 2025 | INTC Intel Corporation | Buy | 329.78estimated | $24.26 | $1,001 – $15,000 | 8220827 INTEL CORPORATION CMN |
Mar 22, 2025 Member | Apr 10, 2025 | — DO RING CAN | Buy | — | — | $1,001 – $15,000 | 8220827 DO RING CAN |
Mar 22, 2025 Dependent | Apr 10, 2025 | — BROADCOM INC. EMN | Buy | — | — | $1,001 – $15,000 | 8220827 BROADCOM INC. EMN |
Mar 22, 2025 Dependent | Apr 10, 2025 | — ANALOG DEVICES, ING, CMIN | Buy | — | — | $1,001 – $15,000 | 8220827 ANALOG DEVICES, ING, CMIN |
Mar 22, 2025 Dependent | Apr 10, 2025 | — EXPINE COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8220827 EXPINE COMMON STOCK |
Mar 22, 2025 Dependent | Apr 10, 2025 | LEN Lennar Corporation Class A | Buy | 69.44estimated | $115.22 | $1,001 – $15,000 | 8220827 LENNAR CORPORATION CMN |
Mar 21, 2025 Dependent | Apr 10, 2025 | ALB Albemarle Corporation | Buy | 103.15estimated | $77.56 | $1,001 – $15,000 | 8220827 ALBEMARLE CORP CMN |
Mar 21, 2025 Dependent | Apr 10, 2025 | PSX Phillips 66 | Buy | 63.75estimated | $125.49 | $1,001 – $15,000 | 8220827 PHILLIPS 66 CMN |
Mar 21, 2025 Dependent | Apr 10, 2025 | — VERTIV HOLDINGS LLC CMN x | Buy | — | — | $1,001 – $15,000 | 8220827 VERTIV HOLDINGS LLC CMN x |
Mar 21, 2025 Dependent | Apr 10, 2025 | PWR Quanta Services, Inc. | Buy | 29.83estimated | $268.22 | $1,001 – $15,000 | 8220827 QUANTA SERVICES INC CMN |
Mar 21, 2025 Dependent | Apr 10, 2025 | — PPL CORPDRATION CMN | Buy | — | — | $1,001 – $15,000 | 8220827 PPL CORPDRATION CMN |
Mar 21, 2025 Dependent | Apr 10, 2025 | EXE Expand Energy Corporation | Buy | 74.53estimated | $107.35 | $1,001 – $15,000 | 8220827 EXPAND ENERGY CORP CMN |
Mar 21, 2025 Spouse | Apr 10, 2025 | MU Micron Technology, Inc. | Buy | 84.46estimated | $94.72 | $1,001 – $15,000 | 8220827 MICRON TECHNOLOGY, INC. CMN |
Mar 21, 2025 Spouse | Apr 10, 2025 | MU Micron Technology, Inc. | Buy | 84.46estimated | $94.72 | $1,001 – $15,000 | 8220827 MICRON TECHNOLOGY, INC. CMN |
Mar 19, 2025 Dependent | Apr 10, 2025 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220827 CLASSA |
Mar 19, 2025 Dependent | Apr 10, 2025 | — ALPHABET ING CMN | Buy | — | — | $1,001 – $15,000 | 8220827 ALPHABET ING CMN |
Mar 19, 2025 Dependent | Apr 10, 2025 | MDB MongoDB, Inc. Class A | Buy | 42.09estimated | $190.06 | $1,001 – $15,000 | 8220827 MONGODB, INC. CMN |
Mar 19, 2025 Dependent | Apr 10, 2025 | DDOG Datadog, Inc. Class A | Buy | 76.61estimated | $104.43 | $1,001 – $15,000 | 8220827 DATADOG, INC. CMN |
Mar 19, 2025 Spouse | Apr 10, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220827 HOLOGIC INCORPORATED CMN |
Mar 19, 2025 Spouse | Apr 10, 2025 | — PINTEREST INC OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220827 PINTEREST INC OMN CLASS A |
Mar 19, 2025 Spouse | Apr 10, 2025 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220827 ELECTRONIC ARTS CMN |
Mar 19, 2025 Spouse | Apr 10, 2025 | PINS Pinterest, Inc. Class A | Buy | 253.18estimated | $31.60 | $1,001 – $15,000 | 8220827 PINTEREST INC CMN |
Mar 19, 2025 Spouse | Apr 10, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220827 HOLOGIC INCORPORATED CMN |
Mar 19, 2025 Spouse | Apr 10, 2025 | — ELECTRONIC ARTS CMAN | Buy | — | — | $1,001 – $15,000 | 8220827 ELECTRONIC ARTS CMAN |
Mar 18, 2025 Dependent | Apr 10, 2025 | DIS Walt Disney Company (The) | Buy | 80.53estimated | $99.35 | $1,001 – $15,000 | 8220827 WALT DISNEY COMPANY (THE) CMN |
Mar 18, 2025 Dependent | Apr 10, 2025 | DIS Walt Disney Company (The) | Buy | 80.53estimated | $99.35 | $1,001 – $15,000 | 8220827 WALT DISNEY COMPANY (THE) CMN |
Mar 18, 2025 Spouse | Apr 10, 2025 | DIS Walt Disney Company (The) | Buy | 80.53estimated | $99.35 | $1,001 – $15,000 | 8220827 WALT DISNEY COMPANY (THE) CMN |
Mar 18, 2025 Member | Apr 10, 2025 | PINS Pinterest, Inc. Class A | Buy | 255.61estimated | $31.30 | $1,001 – $15,000 | 8220827 P ¡PINTEREST INC CMN |
Mar 18, 2025 Dependent | Apr 10, 2025 | — WALT DISNEY COMPANY (THEL CMN | Buy | — | — | $1,001 – $15,000 | 8220827 WALT DISNEY COMPANY (THEL CMN |
Mar 18, 2025 Spouse | Apr 10, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220827 HOLOGIC INCORPORATED CMN |
Mar 18, 2025 Spouse | Apr 10, 2025 | — PINTEREST INC OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220827 PINTEREST INC OMN CLASS A |
Mar 18, 2025 Spouse | Apr 10, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220827 HOLOGIC INCORPORATED CMN |
Mar 17, 2025 Spouse | Apr 10, 2025 | — OKTA, INC. OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220827 OKTA, INC. OMN CLASS A |
Mar 17, 2025 Member | Apr 10, 2025 | — OKTA, INC, CAN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220827 OKTA, INC, CAN CLASS A |
Mar 17, 2025 Spouse | Apr 10, 2025 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220827 ELECTRONIC ARTS CMN |
Mar 17, 2025 Dependent | Apr 10, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220827 HOLOGIC INCORPORATED CMN |
Mar 17, 2025 Spouse | Apr 10, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220827 HOLOGIC INCORPORATED CMN |
Mar 17, 2025 Member | Apr 10, 2025 | OKTA Okta, Inc. Class A | Receive | 69.18estimated | $115.64 | $1,001 – $15,000 | 8220827 OKTA, INC. CMN |
Mar 17, 2025 Spouse | Apr 10, 2025 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220827 ELECTRONIC ARTS CMN |
Mar 17, 2025 Spouse | Apr 10, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220827 HOLOGIC INCORPORATED CMN |
Mar 14, 2025 Dependent | Apr 10, 2025 | DIS Walt Disney Company (The) | Buy | 81.11estimated | $98.64 | $1,001 – $15,000 | 8220827 WALT DISNEY COMPANY (THE) CMN |
Mar 14, 2025 Member | Apr 10, 2025 | HD Home Depot, Inc. (The) | Buy | 22.77estimated | $351.31 | $1,001 – $15,000 | 8220827 P THE HOME DEPOT, INC. CMN |
Mar 14, 2025 Spouse | Apr 10, 2025 | HD Home Depot, Inc. (The) | Receive | 22.77estimated | $351.31 | $1,001 – $15,000 | 8220827 THE HOME DEPOT, INC. CMN |
Mar 14, 2025 Spouse | Apr 10, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220827 ICMN |
Mar 14, 2025 Spouse | Apr 10, 2025 | — WALT DISNEY COMPANY (THEI CMIN | Buy | — | — | $1,001 – $15,000 | 8220827 WALT DISNEY COMPANY (THEI CMIN |
Mar 14, 2025 Dependent | Apr 10, 2025 | DIS Walt Disney Company (The) | Buy | 81.11estimated | $98.64 | $1,001 – $15,000 | 8220827 WALT DISNEY COMPANY (THE CMN |
Mar 13, 2025 Spouse | Apr 10, 2025 | CRM Salesforce, Inc. | Buy | 29.44estimated | $271.74 | $1,001 – $15,000 | 8220827 SALESFORCE INC CMN |
Mar 13, 2025 Spouse | Apr 10, 2025 | DIS Walt Disney Company (The) | Buy | 82.59estimated | $96.87 | $1,001 – $15,000 | 8220827 WALT DISNEY COMPANY (THE] CMN |
Mar 13, 2025 Dependent | Apr 10, 2025 | — WALT DISNEY COMPANY (THE) OMN | Buy | — | — | $1,001 – $15,000 | 8220827 WALT DISNEY COMPANY (THE) OMN |
Mar 13, 2025 Dependent | Apr 10, 2025 | — TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220827 TO S&P 500 INDEX |
Mar 13, 2025 Member | Apr 10, 2025 | — P TO S&P 5D0 INDEX | Buy | — | — | $1,001 – $15,000 | 8220827 P TO S&P 5D0 INDEX |
Mar 13, 2025 Spouse | Apr 10, 2025 | — I TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220827 I TO S&P 500 INDEX |
Mar 13, 2025 Dependent | Apr 10, 2025 | CRM Salesforce, Inc. | Buy | 29.44estimated | $271.74 | $1,001 – $15,000 | 8220827 SALESFORCE INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | LOW Lowe's Companies, Inc. | Buy | 35.04estimated | $228.33 | $1,001 – $15,000 | 8220827 LOWES COMPANIES INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | TMO Thermo Fisher Scientific Inc | Buy | 15.61estimated | $512.65 | $1,001 – $15,000 | 8220827 THERMO FISHER SCIENTIFIC INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | TXN Texas Instruments Incorporated | Buy | 45.54estimated | $175.70 | $1,001 – $15,000 | 8220827 TEXAS INSTRUMENTS INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | CRM Salesforce, Inc. | Buy | 28.11estimated | $284.58 | $1,001 – $15,000 | 8220827 SALESFORCE INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220827 BERKSHIRE HATHAWAY INC. CLASS B |
Mar 12, 2025 Member | Apr 10, 2025 | — DIC AIRBNE, INC. EMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220827 DIC AIRBNE, INC. EMIN CLASS A |
Mar 12, 2025 Member | Apr 10, 2025 | — BC M&T BANK CORPDRATION CMN | Buy | — | — | $1,001 – $15,000 | 8220827 BC M&T BANK CORPDRATION CMN |
Mar 12, 2025 Member | Apr 10, 2025 | SMCI Super Micro Computer, Inc. | Buy | 188.38estimated | $42.47 | $1,001 – $15,000 | 8220827 SUPER MICRO COMPUTER, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — BLULDERS FRETSOUREE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220827 BLULDERS FRETSOUREE, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — JOHNSON &JOHNSON CAN | Buy | — | — | $1,001 – $15,000 | 8220827 JOHNSON &JOHNSON CAN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — ARCH CAPITAL GROUP LTD. CMIN | Buy | — | — | $1,001 – $15,000 | 8220827 ARCH CAPITAL GROUP LTD. CMIN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — FIRST SOLAR, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220827 FIRST SOLAR, INC. CAN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — TOVIA HOLDINGS INC CIVN | Buy | — | — | $1,001 – $15,000 | 8220827 TOVIA HOLDINGS INC CIVN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — INTL FLAVORS & FRAGRANCE CIMN | Buy | — | — | $1,001 – $15,000 | 8220827 INTL FLAVORS & FRAGRANCE CIMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | ANET Arista Networks, Inc. | Buy | 99.69estimated | $80.25 | $1,001 – $15,000 | 8220827 ARISTA NETWORKS, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | IR Ingersoll Rand Inc. | Buy | 98.18estimated | $81.49 | $1,001 – $15,000 | 8220827 INGERSOLL RAND INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — EPAM SYSTEMS, INC. TWIN | Buy | — | — | $1,001 – $15,000 | 8220827 EPAM SYSTEMS, INC. TWIN |
Mar 12, 2025 Dependent | Apr 10, 2025 | CNC Centene Corporation | Buy | 136.88estimated | $58.45 | $1,001 – $15,000 | 8220827 CENTENE CORPORATION CMN |
Mar 12, 2025 Member | Apr 10, 2025 | TSCO Tractor Supply Company | Buy | 152.8estimated | $52.36 | $1,001 – $15,000 | 8220827 OC TRACTOR SUPPLY COMPANY CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | CVS CVS Health Corporation | Buy | 123.39estimated | $64.84 | $1,001 – $15,000 | 8220827 CVS HEALTH CORP CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | ENPH Enphase Energy, Inc. | Buy | 136.81estimated | $58.48 | $1,001 – $15,000 | 8220827 ENPHASE ENERGY, INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | CTVA Corteva, Inc. Common Stock | Buy | 729.19estimated | $10.97 | $1,001 – $15,000 | 8220827 CORTEVA, INC. CMN x |
Mar 12, 2025 Dependent | Apr 10, 2025 | TRMB Trimble Inc. | Buy | 118.77estimated | $67.36 | $1,001 – $15,000 | 8220827 TRIMBLE INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | YUM Yum! Brands, Inc. | Buy | 51.82estimated | $154.40 | $1,001 – $15,000 | 8220827 YUM BRANDS, INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | CSGP CoStar Group, Inc. | Buy | 104.09estimated | $76.86 | $1,001 – $15,000 | 8220827 COSTAR GROUP, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — ISKYWORAS SOLUTIONS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220827 ISKYWORAS SOLUTIONS, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — LIB HUNT TRANS SVCS ING CMIN x | Buy | — | — | $1,001 – $15,000 | 8220827 LIB HUNT TRANS SVCS ING CMIN x |
Mar 12, 2025 Dependent | Apr 10, 2025 | — HICA HEALTHCARE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220827 HICA HEALTHCARE INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | CI The Cigna Group | Buy | 25.72estimated | $311.05 | $1,001 – $15,000 | 8220827 CIGNA GROUP/THE CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — CHARLES RIVER LABORATORIES INT | Buy | — | — | $1,001 – $15,000 | 8220827 CHARLES RIVER LABORATORIES INT |
Mar 12, 2025 Dependent | Apr 10, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220827 ICMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | EFX Equifax, Inc. | Buy | 33.42estimated | $239.38 | $1,001 – $15,000 | 8220827 I EQUIFAX INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | SYK Stryker Corporation | Buy | 21.99estimated | $363.84 | $1,001 – $15,000 | 8220827 STRYKER CORPORATION CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | NUE Nucor Corporation | Buy | 61.14estimated | $130.86 | $1,001 – $15,000 | 8220827 NUCOR CORPORATION CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | AMP Ameriprise Financial, Inc. | Buy | 16.65estimated | $480.46 | $1,001 – $15,000 | 8220827 LAMERIPRISE FINANCIAL, INC. CMN * |
Mar 12, 2025 Dependent | Apr 10, 2025 | ADSK Autodesk, Inc. | Buy | 31.77estimated | $251.85 | $1,001 – $15,000 | 8220827 AUTODESK, INC. CMN * |
Mar 12, 2025 Dependent | Apr 10, 2025 | — TARGET COAPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220827 TARGET COAPORATION CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — NETAPP, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220827 NETAPP, INC. CAN |
Mar 12, 2025 Dependent | Apr 10, 2025 | GPN Global Payments Inc. | Buy | 86.12estimated | $92.90 | $1,001 – $15,000 | 8220827 GLOBAL PAYMENTS INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | GEN Gen Digital Inc. | Buy | 299.64estimated | $26.70 | $1,001 – $15,000 | 8220827 GEN DIGITAL INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | EMR Emerson Electric Company | Buy | 72.18estimated | $110.84 | $1,001 – $15,000 | 8220827 EMERSON ELECTRIC CO. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220827 BLACKSTONE GROUP INC/THE CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 8220827 A VOTING |
Mar 12, 2025 Member | Apr 10, 2025 | — TICMN | Buy | — | — | $1,001 – $15,000 | 8220827 TICMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | FTNT Fortinet, Inc. | Buy | 81.7estimated | $97.93 | $1,001 – $15,000 | 8220827 FORTINET, INC. CMN * |
Mar 12, 2025 Member | Apr 10, 2025 | — KEYSIGHT TECHNOLOGIES, INC. CIN | Buy | — | — | $1,001 – $15,000 | 8220827 KEYSIGHT TECHNOLOGIES, INC. CIN |
Mar 12, 2025 Member | Apr 10, 2025 | — IOMN | Buy | — | — | $1,001 – $15,000 | 8220827 IOMN |
Mar 12, 2025 Member | Apr 10, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220827 CATERPILLAR INC (DELAWARE) CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | KKR KKR & Co. Inc. | Buy | 69.95estimated | $114.37 | $1,001 – $15,000 | 8220827 KKR & CO. INC. CMN |
Mar 12, 2025 Member | Apr 10, 2025 | AZO AutoZone, Inc. | Buy | 2.26estimated | $3,547 | $1,001 – $15,000 | 8220827 OC AUTOZONE, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — LICMN | Buy | — | — | $1,001 – $15,000 | 8220827 LICMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — ORACLE CORPORATION OMN * | Buy | — | — | $1,001 – $15,000 | 8220827 ORACLE CORPORATION OMN * |
Mar 12, 2025 Member | Apr 10, 2025 | — E OMN | Buy | — | — | $1,001 – $15,000 | 8220827 E OMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — ELEVANCE HEALTH INC CNN * | Buy | — | — | $1,001 – $15,000 | 8220827 ELEVANCE HEALTH INC CNN * |
Mar 12, 2025 Dependent | Apr 10, 2025 | — CS CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220827 CS CORPORATION CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | A Agilent Technologies, Inc. | Buy | 66.75estimated | $119.85 | $1,001 – $15,000 | 8220827 AGILENT TECHNOLOGIES, INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | KEY KeyCorp | Buy | 516.83estimated | $15.48 | $1,001 – $15,000 | 8220827 KEYCORP CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | NOW ServiceNow, Inc. | Buy | 47.44estimated | $168.63 | $1,001 – $15,000 | 8220827 SERVICENOW INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — ALPHABET INC. OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220827 ALPHABET INC. OMN CLASS A |
Mar 12, 2025 Dependent | Apr 10, 2025 | — FLAM RESEARCH CORPORATION CMM * | Buy | — | — | $1,001 – $15,000 | 8220827 FLAM RESEARCH CORPORATION CMM * |
Mar 12, 2025 Spouse | Apr 10, 2025 | ABT Abbott Laboratories | Buy | 61.41estimated | $130.28 | $1,001 – $15,000 | 8220827 ABBOTT LABORATORIES CMN |
Mar 12, 2025 Spouse | Apr 10, 2025 | — AMERICAN INTL GROUP, INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8220827 AMERICAN INTL GROUP, INC. CMN * |
Mar 12, 2025 Dependent | Apr 10, 2025 | BAC Bank of America Corporation | Buy | 200.46estimated | $39.91 | $1,001 – $15,000 | 8220827 BANK OF AMERICA CORP CMN |
Mar 12, 2025 Spouse | Apr 10, 2025 | FERG Ferguson Enterprises Inc. | Buy | 51.35estimated | $155.81 | $1,001 – $15,000 | 8220827 FERGUSON ENTERPRISES INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | ADBE Adobe Inc. | Buy | 18.24estimated | $438.60 | $1,001 – $15,000 | 8220827 ADOBE INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220827 AMERICAN INTL GROUP, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | CZR Caesars Entertainment, Inc. | Buy | 292.84estimated | $27.32 | $1,001 – $15,000 | 8220827 CAESARS ENTERTAINMENT INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | ALB Albemarle Corporation | Buy | 109.88estimated | $72.81 | $1,001 – $15,000 | 8220827 ALBEMARLE CORP CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | WST West Pharmaceutical Services, Inc. | Buy | 35.68estimated | $224.23 | $1,001 – $15,000 | 8220827 WEST PHARMACEUTICAL SERVICES INC |
Mar 12, 2025 Dependent | Apr 10, 2025 | EXPE Expedia Group, Inc. | Buy | 49.23estimated | $162.52 | $1,001 – $15,000 | 8220827 EXPEDIA GROUP INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | MGM MGM Resorts International | Buy | 258.16estimated | $30.99 | $1,001 – $15,000 | 8220827 IMGM RESORTS INTERNATIONAL CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | DAL Delta Air Lines, Inc. | Buy | 176.61estimated | $45.30 | $1,001 – $15,000 | 8220827 DELTA AIR LINES, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — IDEX CORPORATION COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8220827 IDEX CORPORATION COMMON STOCK |
Mar 12, 2025 Dependent | Apr 10, 2025 | — INVESCO LTD. CIMN | Buy | — | — | $1,001 – $15,000 | 8220827 INVESCO LTD. CIMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | CFG Citizens Financial Group, Inc. | Buy | 197.69estimated | $40.47 | $1,001 – $15,000 | 8220827 CITIZENS FINANCIAL GROUP, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | FCX Freeport-McMoRan, Inc. | Buy | 217.52estimated | $36.78 | $1,001 – $15,000 | 8220827 FREEPORT-MCMORAN INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — STEEL DYNAMICS, INC. CNN | Buy | — | — | $1,001 – $15,000 | 8220827 STEEL DYNAMICS, INC. CNN |
Mar 12, 2025 Dependent | Apr 10, 2025 | AMD Advanced Micro Devices, Inc. | Buy | 79.38estimated | $100.79 | $1,001 – $15,000 | 8220827 ADVANCED MICRO DEVICES, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — HUMANA INC. CIMN | Buy | — | — | $1,001 – $15,000 | 8220827 HUMANA INC. CIMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | WMT Walmart Inc. | Buy | 93.9estimated | $85.20 | $1,001 – $15,000 | 8220827 WALMART INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — METTLER-TOLEDO INTL CMIN | Buy | — | — | $1,001 – $15,000 | 8220827 METTLER-TOLEDO INTL CMIN |
Mar 12, 2025 Dependent | Apr 10, 2025 | NDSN Nordson Corporation | Buy | 39.07estimated | $204.75 | $1,001 – $15,000 | 8220827 NORDSON CORPORATION CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — AVALONBAY COMMUNITIES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220827 AVALONBAY COMMUNITIES INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | PRU Prudential Financial, Inc. | Buy | 75.41estimated | $106.09 | $1,001 – $15,000 | 8220827 PRUDENTIAL FINANCIAL INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — SYNOPSYS INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220827 SYNOPSYS INC. OMN |
Mar 12, 2025 Member | Apr 10, 2025 | FERG Ferguson Enterprises Inc. | Buy | 51.35estimated | $155.81 | $1,001 – $15,000 | 8220827 FERGUSON ENTERPRISES INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | AMAT Applied Materials, Inc. | Buy | 53.67estimated | $149.06 | $1,001 – $15,000 | 8220827 APPLIED MATERIALS INC CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — FEDEX CORPORATION AMN | Buy | — | — | $1,001 – $15,000 | 8220827 FEDEX CORPORATION AMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | CPRT Copart, Inc. (DE) | Buy | 150.84estimated | $53.04 | $1,001 – $15,000 | 8220827 COPART, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | UBER Uber Technologies, Inc. | Buy | 112.37estimated | $71.20 | $1,001 – $15,000 | 8220827 UBER TECHNOLOGIES, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 132.33estimated | $60.46 | $1,001 – $15,000 | 8220827 CISCO SYSTEMS, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — ICLASS A | Buy | — | — | $1,001 – $15,000 | 8220827 ICLASS A |
Mar 12, 2025 Dependent | Apr 10, 2025 | JPM JP Morgan Chase & Co. | Buy | 35.11estimated | $227.90 | $1,001 – $15,000 | 8220827 JPMORGAN CHASE & CO CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | WDAY Workday, Inc. Class A | Buy | 33.11estimated | $241.67 | $1,001 – $15,000 | 8220827 WORKDAY, INC. CMN |
Mar 12, 2025 Dependent | Apr 10, 2025 | — APPLEING CMN | Buy | — | — | $1,001 – $15,000 | 8220827 APPLEING CMN |
Mar 11, 2025 Member | Apr 10, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 348.15estimated | $22.98 | $1,001 – $15,000 | 8220827 P _ULTRA CLEAN HOLDINGS, INC, CMN |
Mar 11, 2025 Spouse | Apr 10, 2025 | PINS Pinterest, Inc. Class A | Buy | 254.87estimated | $31.39 | $1,001 – $15,000 | 8220827 PINTEREST INC CMN |
Mar 11, 2025 Spouse | Apr 10, 2025 | PINS Pinterest, Inc. Class A | Buy | 254.87estimated | $31.39 | $1,001 – $15,000 | 8220827 PINTEREST INC CMN |
Mar 10, 2025 Spouse | Apr 7, 2026 | SWK Stanley Black & Decker, Inc. | Buy | 92.27estimated | $86.71 | $1,001 – $15,000 | 9115726 STANLEY BLACK& DECKER INC. CMN |
Mar 10, 2025 Member | Apr 10, 2025 | FERG Ferguson Enterprises Inc. | Buy | 48.32estimated | $165.56 | $1,001 – $15,000 | 8220827 FERGUSON ENTERPRISES INC CMN |
Mar 10, 2025 Spouse | Apr 10, 2025 | AMZN Amazon.com, Inc. | Buy | 41.13estimated | $194.54 | $1,001 – $15,000 | 8220827 AMAZON.COM INC CMN |
Mar 10, 2025 Member | Apr 10, 2025 | FERG Ferguson Enterprises Inc. | Buy | 48.32estimated | $165.56 | $1,001 – $15,000 | 8220827 FERGUSON ENTERPRISES INC CMN |
Mar 10, 2025 Spouse | Apr 10, 2025 | BAX Baxter International Inc. | Buy | 218.83estimated | $36.56 | $1,001 – $15,000 | 8220827 BAXTER INTERNATIONAL INC CMN |
Mar 10, 2025 Spouse | Apr 10, 2025 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220827 ELECTRONIC ARTS CMN |
Mar 10, 2025 Spouse | Apr 10, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 337.57estimated | $23.70 | $1,001 – $15,000 | 8220827 ULTRA CLEAN HOLDINGS, INC. CMN |
Mar 10, 2025 Spouse | Apr 10, 2025 | — NCAVOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220827 NCAVOYIX CORP CMN |
Mar 10, 2025 Spouse | Apr 10, 2025 | BAX Baxter International Inc. | Buy | 218.83estimated | $36.56 | $1,001 – $15,000 | 8220827 BAXTER INTERNATIONAL INC CMN |
Mar 10, 2025 Spouse | Apr 10, 2025 | VYX NCR Voyix Corporation | Buy | 774.49estimated | $10.33 | $1,001 – $15,000 | 8220827 INCR VOYIX CORP CMN |
Mar 10, 2025 Spouse | Apr 10, 2025 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220827 ELECTRONIC ARTS CMN |
Mar 10, 2025 Spouse | Apr 10, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 337.57estimated | $23.70 | $1,001 – $15,000 | 8220827 ULTRA CLEAN HOLDINGS, INC. CMN |
Mar 10, 2025 Dependent | Apr 10, 2025 | AMZN Amazon.com, Inc. | Buy | 41.13estimated | $194.54 | $1,001 – $15,000 | 8220827 AMAZON.COM INC CMN |
Mar 7, 2025 Spouse | Apr 10, 2025 | BAX Baxter International Inc. | Buy | 218.77estimated | $36.57 | $1,001 – $15,000 | 8220827 BAXTER INTERNATIONAL INC CMN |
Mar 7, 2025 Dependent | Apr 10, 2025 | MS Morgan Stanley | Buy | 67.07estimated | $119.29 | $1,001 – $15,000 | 8220827 MORGAN STANLEY CMN |
Mar 7, 2025 Spouse | Apr 10, 2025 | BAX Baxter International Inc. | Buy | 218.77estimated | $36.57 | $1,001 – $15,000 | 8220827 BAXTER INTERNATIONAL INC CMN |
Mar 7, 2025 Spouse | Apr 10, 2025 | VYX NCR Voyix Corporation | Buy | 734.66estimated | $10.89 | $1,001 – $15,000 | 8220827 INCR VOYIX CORP CMN |
Mar 7, 2025 Dependent | Apr 10, 2025 | MSFT Microsoft Corporation | Buy | 20.34estimated | $393.31 | $1,001 – $15,000 | 8220827 MICROSOFT CORPORATION CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | TBBK The Bancorp Inc | Buy | 157.74estimated | $50.72 | $1,001 – $15,000 | 8220827 JU.S. BANCORP CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | PLTR Palantir Technologies Inc. Class A | Buy | 99.43estimated | $80.46 | $1,001 – $15,000 | 8220827 PALANTIR TECHNOLOGIES INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | IDXX IDEXX Laboratories, Inc. | Buy | 18.65estimated | $429.03 | $1,001 – $15,000 | 8220827 IDEXX LABORATORIES CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | CZR Caesars Entertainment, Inc. | Buy | 276.74estimated | $28.91 | $1,001 – $15,000 | 8220827 CAESARS ENTERTAINMENT INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | KEYS Keysight Technologies Inc. | Buy | 51.78estimated | $154.52 | $1,001 – $15,000 | 8220827 KEYSIGHT TECHNOLOGIES, INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | BSX Boston Scientific Corporation | Buy | 79.37estimated | $100.80 | $1,001 – $15,000 | 8220827 BOSTON SCIENTIFIC CORP. COMMON |
Mar 6, 2025 Spouse | Apr 10, 2025 | IVZ Invesco Ltd | Buy | 507.97estimated | $15.75 | $1,001 – $15,000 | 8220827 INVESCO LTD. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | A Agilent Technologies, Inc. | Buy | 63.22estimated | $126.55 | $1,001 – $15,000 | 8220827 AGILENT TECHNOLOGIES, INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | ALGN Align Technology, Inc. | Buy | 46.51estimated | $172.00 | $1,001 – $15,000 | 8220827 ALIGN TECHNOLOGY, INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | ADSK Autodesk, Inc. | Buy | 30.73estimated | $260.39 | $1,001 – $15,000 | 8220827 AUTODESK, INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | ALB Albemarle Corporation | Buy | 104.61estimated | $76.48 | $1,001 – $15,000 | 8220827 ALBEMARLE CORP CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | RVTY Revvity, Inc. | Buy | 70.67estimated | $113.21 | $1,001 – $15,000 | 8220827 REVVITY INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — INTL FLAVORS & FRAGBANCE CMN | Buy | — | — | $1,001 – $15,000 | 8220827 INTL FLAVORS & FRAGBANCE CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | HSIC Henry Schein, Inc. | Buy | 109.66estimated | $72.96 | $1,001 – $15,000 | 8220827 HENRY SCHEIN INC COMMON STOCK |
Mar 6, 2025 Spouse | Apr 10, 2025 | DG Dollar General Corporation | Buy | 104.94estimated | $76.24 | $1,001 – $15,000 | 8220827 DOLLAR GENERAL CORPORATION CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | NDSN Nordson Corporation | Buy | 37.82estimated | $211.54 | $1,001 – $15,000 | 8220827 INORDSON CORPORATION CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | MSI Motorola Solutions, Inc. | Buy | 18.9estimated | $423.31 | $1,001 – $15,000 | 8220827 MOTOROLA SOLUTIONS INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | BKNG Booking Holdings Inc. | Buy | 42.59estimated | $187.84 | $1,001 – $15,000 | 8220827 BOOKING HOLDINGS INC. CMN |
Mar 6, 2025 Member | Apr 10, 2025 | — P BLACKROCK FUNDING, INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8220827 P BLACKROCK FUNDING, INC. CMN * |
Mar 6, 2025 Spouse | Apr 10, 2025 | FDX FedEx Corporation | Buy | 40.58estimated | $197.17 | $1,001 – $15,000 | 8220827 FEDEX CORPORATION CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220827 ICMN |
Mar 6, 2025 Member | Apr 10, 2025 | — SPIT-ROWE PRICE GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220827 SPIT-ROWE PRICE GROUP, INC. CMN |
Mar 6, 2025 Member | Apr 10, 2025 | COF Capital One Financial Corporation | Buy | 45.42estimated | $176.13 | $1,001 – $15,000 | 8220827 P CAPITAL ONE FINANCIAL CORP CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | NDAQ Nasdaq, Inc. | Buy | 105.03estimated | $76.17 | $1,001 – $15,000 | 8220827 INASDAQ INC. CMN * |
Mar 6, 2025 Member | Apr 10, 2025 | BXP BXP, Inc. | Buy | 120estimated | $66.67 | $1,001 – $15,000 | 8220827 BXP INC COMMON STOCK |
Mar 6, 2025 Spouse | Apr 10, 2025 | PNC PNC Financial Services Group, Inc. (The) | Buy | 44.7estimated | $178.98 | $1,001 – $15,000 | 8220827 PNC FINANCIAL SERVICES GROUP, CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | CDNS Cadence Design Systems, Inc. | Buy | 32.9estimated | $243.16 | $1,001 – $15,000 | 8220827 CADENCE DESIGN SYSTEMS INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | URI United Rentals, Inc. | Buy | 12.78estimated | $625.88 | $1,001 – $15,000 | 8220827 UNITED RENTALS, INC. CMN * |
Mar 6, 2025 Spouse | Apr 10, 2025 | — JCMN | Buy | — | — | $1,001 – $15,000 | 8220827 JCMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | VMC Vulcan Materials Company (Holding Company) | Buy | 34.02estimated | $235.17 | $1,001 – $15,000 | 8220827 VULCAN MATERIALS CO CMN |
Mar 6, 2025 Member | Apr 10, 2025 | MU Micron Technology, Inc. | Receive | 89.62estimated | $89.27 | $1,001 – $15,000 | 8220827 P MICRON TECHNOLOGY, INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — SOPSY INMN | Buy | — | — | $1,001 – $15,000 | 8220827 SOPSY INMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — QMIA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220827 QMIA HOLDINGS INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | ADBE Adobe Inc. | Buy | 17.99estimated | $444.78 | $1,001 – $15,000 | 8220827 ADOBE INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220827 CATERPILLAR INC (DELAWARE) CMN |
Mar 6, 2025 Member | Apr 10, 2025 | INTC Intel Corporation | Buy | 385.57estimated | $20.75 | $1,001 – $15,000 | 8220827 INTEL CORPORATION CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — ROCKWELL AUTOMATION ING CMN | Buy | — | — | $1,001 – $15,000 | 8220827 ROCKWELL AUTOMATION ING CMN |
Mar 6, 2025 Member | Apr 10, 2025 | — P AMERICAN EXPRESS CO. CMIN | Buy | — | — | $1,001 – $15,000 | 8220827 P AMERICAN EXPRESS CO. CMIN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — VERON COMMUNICATIONS, INC | Buy | — | — | $1,001 – $15,000 | 8220827 VERON COMMUNICATIONS, INC |
Mar 6, 2025 Spouse | Apr 10, 2025 | ABBV AbbVie Inc. | Buy | 37.96estimated | $210.75 | $1,001 – $15,000 | 8220827 ABBVIE INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — WASTE MANAGEMENT ING CMN | Buy | — | — | $1,001 – $15,000 | 8220827 WASTE MANAGEMENT ING CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | DELL Dell Technologies Inc. Class C Common Stock | Buy | 86.01estimated | $93.02 | $1,001 – $15,000 | 8220827 DELL TECHNOLOGIES INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220827 MOODY'S CORPORATION CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 334.89estimated | $23.89 | $1,001 – $15,000 | 8220827 ULTRA CLEAN HOLDINGS, INC. CMN |
Mar 6, 2025 Member | Apr 10, 2025 | — P DOMINO'S PIZZA, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220827 P DOMINO'S PIZZA, INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | NSC Norfolk Southern Corporation | Buy | 33.59estimated | $238.20 | $1,001 – $15,000 | 8220827 NORFOLK SOUTHERN CORP CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | EFX Equifax, Inc. | Buy | 32.55estimated | $245.76 | $1,001 – $15,000 | 8220827 EQUIFAX INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220827 ICMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | GPC Genuine Parts Company | Buy | 63.53estimated | $125.93 | $1,001 – $15,000 | 8220827 GENUINE PARTS CO. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | IR Ingersoll Rand Inc. | Buy | 94.4estimated | $84.75 | $1,001 – $15,000 | 8220827 LINGERSOLL RAND INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | STLD Steel Dynamics, Inc. | Buy | 63.88estimated | $125.25 | $1,001 – $15,000 | 8220827 STEEL DYNAMICS, INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — ICMN * | Buy | — | — | $1,001 – $15,000 | 8220827 ICMN * |
Mar 6, 2025 Spouse | Apr 10, 2025 | CVS CVS Health Corporation | Buy | 122.61estimated | $65.25 | $1,001 – $15,000 | 8220827 CVS HEALTH CORP CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — DISCOVER FINANCIAL SERVICES CMN | Buy | — | — | $1,001 – $15,000 | 8220827 DISCOVER FINANCIAL SERVICES CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — FORTINET, INC OMN | Buy | — | — | $1,001 – $15,000 | 8220827 FORTINET, INC OMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — INTERNATIONAL PAPERCO.CMN | Buy | — | — | $1,001 – $15,000 | 8220827 INTERNATIONAL PAPERCO.CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — HUMANAINC. CMN | Buy | — | — | $1,001 – $15,000 | 8220827 HUMANAINC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | NWSA News Corporation Class A | Buy | 283.1estimated | $28.26 | $1,001 – $15,000 | 8220827 NEWS CORPORATION CMN |
Mar 6, 2025 Member | Apr 10, 2025 | — P AO. SMITH CORP (DEL) CMN | Buy | — | — | $1,001 – $15,000 | 8220827 P AO. SMITH CORP (DEL) CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | HPQ HP Inc. | Buy | 266.95estimated | $29.97 | $1,001 – $15,000 | 8220827 HP INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | INVH Invitation Homes Inc. | Buy | 236.77estimated | $33.79 | $1,001 – $15,000 | 8220827 INVITATION HOMES INC. CMN * |
Mar 6, 2025 Spouse | Apr 10, 2025 | MGM MGM Resorts International | Buy | 252.86estimated | $31.64 | $1,001 – $15,000 | 8220827 MGM RESORTS INTERNATIONAL CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — FRANKLIN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220827 FRANKLIN RESOURCES INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | HST Host Hotels & Resorts, Inc. | Buy | 506.36estimated | $15.80 | $1,001 – $15,000 | 8220827 HOST HOTELS & RESORTS INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220827 ELECTRONIC ARTS CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | BBY Best Buy Co., Inc. | Buy | 101.79estimated | $78.60 | $1,001 – $15,000 | 8220827 BEST BUY CO INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | AME AMETEK, Inc. | Buy | 43.45estimated | $184.14 | $1,001 – $15,000 | 8220827 LAMETEK INC (NEW) CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | PRU Prudential Financial, Inc. | Buy | 72.64estimated | $110.14 | $1,001 – $15,000 | 8220827 PRUDENTIAL FINANCIAL INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | PYPL PayPal Holdings, Inc. | Buy | 117.52estimated | $68.08 | $1,001 – $15,000 | 8220827 (PAYPAL HOLDINGS, INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | TRMB Trimble Inc. | Buy | 118.26estimated | $67.65 | $1,001 – $15,000 | 8220827 TRIMBLE INC CMN |
Mar 6, 2025 Member | Apr 10, 2025 | FITB Fifth Third Bancorp | Buy | 200.72estimated | $39.86 | $1,001 – $15,000 | 8220827 P FIFTH THIRD BANCORP CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | NTAP NetApp, Inc. | Buy | 87.09estimated | $91.86 | $1,001 – $15,000 | 8220827 NETAPP, INC, CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — BAXTER INTERMATIONAL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220827 BAXTER INTERMATIONAL INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — IOMN | Buy | — | — | $1,001 – $15,000 | 8220827 IOMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | TXN Texas Instruments Incorporated | Buy | 42.25estimated | $189.34 | $1,001 – $15,000 | 8220827 TEXAS INSTRUMENTS INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | PPG PPG Industries, Inc. | Buy | 69.35estimated | $115.37 | $1,001 – $15,000 | 8220827 PPG INDUSTRIES, INC. CMN |
Mar 6, 2025 Member | Apr 10, 2025 | AMD Advanced Micro Devices, Inc. | Buy | 80.94estimated | $98.85 | $1,001 – $15,000 | 8220827 P ADVANCED MICRO DEVICES, INC. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — INTUIT INE CMN | Buy | — | — | $1,001 – $15,000 | 8220827 INTUIT INE CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | LEN Lennar Corporation Class A | Buy | 63.43estimated | $126.14 | $1,001 – $15,000 | 8220827 LENNAR CORPORATION CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8220827 QUALCOMM INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — MCKESSON CORPORATION CN | Buy | — | — | $1,001 – $15,000 | 8220827 MCKESSON CORPORATION CN |
Mar 6, 2025 Spouse | Apr 10, 2025 | NXPI NXP Semiconductors N.V. | Buy | 37.3estimated | $214.47 | $1,001 – $15,000 | 8220827 INXP SEMICONDUCTORS N.V. CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | HUBB Hubbell Inc | Buy | 23.1estimated | $346.28 | $1,001 – $15,000 | 8220827 HUBBELL INCORPORATED CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | NOW ServiceNow, Inc. | Buy | 46.13estimated | $173.42 | $1,001 – $15,000 | 8220827 SERVICENOW INC CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — ORACLE CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220827 ORACLE CORPORATION OMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | SYK Stryker Corporation | Buy | 20.93estimated | $382.31 | $1,001 – $15,000 | 8220827 STRYKER CORPORATION CMN * |
Mar 6, 2025 Spouse | Apr 10, 2025 | — RESMED INC OMN | Buy | — | — | $1,001 – $15,000 | 8220827 RESMED INC OMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | LRCX Lam Research Corporation | Buy | 104.62estimated | $76.47 | $1,001 – $15,000 | 8220827 LAM RESEARCH CORPORATION CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — PCING CM | Buy | — | — | $1,001 – $15,000 | 8220827 PCING CM |
Mar 6, 2025 Member | Apr 10, 2025 | GPN Global Payments Inc. | Buy | 79.89estimated | $100.14 | $1,001 – $15,000 | 8220827 P GLOBAL PAYMENTS INC. CMN * |
Mar 6, 2025 Spouse | Apr 10, 2025 | CSX CSX Corporation | Buy | 258.66estimated | $30.93 | $1,001 – $15,000 | 8220827 CSX CORPORATION CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | KEY KeyCorp | Buy | 502.23estimated | $15.93 | $1,001 – $15,000 | 8220827 KEYCORP CMN |
Mar 6, 2025 Member | Apr 10, 2025 | AMP Ameriprise Financial, Inc. | Buy | 15.91estimated | $502.95 | $1,001 – $15,000 | 8220827 P AMERIPRISE FINANCIAL, INC. CMN |
Mar 6, 2025 Member | Apr 10, 2025 | DOV Dover Corporation | Buy | 43.01estimated | $186.02 | $1,001 – $15,000 | 8220827 DOVER CORPORATION CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — PACCAR INCCMN x | Buy | — | — | $1,001 – $15,000 | 8220827 PACCAR INCCMN x |
Mar 6, 2025 Spouse | Apr 10, 2025 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220827 DANAHER CORPORATION CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — ELECTRONIC ARTS CMN x | Buy | — | — | $1,001 – $15,000 | 8220827 ELECTRONIC ARTS CMN x |
Mar 6, 2025 Spouse | Apr 10, 2025 | — METTLER-TOLEDO INTL CMIN | Buy | — | — | $1,001 – $15,000 | 8220827 METTLER-TOLEDO INTL CMIN |
Mar 6, 2025 Spouse | Apr 10, 2025 | MS Morgan Stanley | Buy | 67.02estimated | $119.37 | $1,001 – $15,000 | 8220827 MORGAN STANLEY CMN |
Mar 6, 2025 Spouse | Apr 10, 2025 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220827 ELECTRONIC ARTS CMN |
Mar 5, 2025 Spouse | Apr 7, 2026 | CART Maplebear Inc. | Buy | 207.32estimated | $38.59 | $1,001 – $15,000 | 9115726 MAPLEBEAR INC CMN |
Mar 5, 2025 Dependent | Apr 7, 2026 | — CALL/IN FLEX EURO PM @ 220 EXP | Buy | — | — | $1,001 – $15,000 | 9115726 CALL/IN FLEX EURO PM @ 220 EXP |
Mar 5, 2025 Spouse | Apr 10, 2025 | PWR Quanta Services, Inc. | Buy | 31.6estimated | $253.16 | $1,001 – $15,000 | 8220827 QUANTA SERVICES INC CMN |
Mar 5, 2025 Member | Apr 10, 2025 | — P FASERV, INC. CMN x | Buy | — | — | $1,001 – $15,000 | 8220827 P FASERV, INC. CMN x |
Mar 5, 2025 Spouse | Apr 10, 2025 | — CDW CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220827 CDW CORPORATION OMN |
Mar 5, 2025 Spouse | Apr 10, 2025 | WDAY Workday, Inc. Class A | Buy | 30.82estimated | $259.61 | $1,001 – $15,000 | 8220827 WORKDAY, INC. CMN |
Mar 5, 2025 Spouse | Apr 10, 2025 | — GRAPHIC PACKAGING HLDGCO CMN * | Buy | — | — | $1,001 – $15,000 | 8220827 GRAPHIC PACKAGING HLDGCO CMN * |
Mar 5, 2025 Member | Apr 10, 2025 | — P ICMN | Buy | — | — | $1,001 – $15,000 | 8220827 P ICMN |
Mar 5, 2025 Spouse | Apr 10, 2025 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 87.57estimated | $91.36 | $1,001 – $15,000 | 8220827 CROWDSTRIKE HOLDINGS, INC. CMN |
Mar 5, 2025 Spouse | Apr 10, 2025 | — ULTRA CLEAN HOLDINGS, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8220827 ULTRA CLEAN HOLDINGS, ING. CMN |
Mar 5, 2025 Member | Apr 10, 2025 | — P GRAPHIC PACKAGING HLOGCO CMN | Buy | — | — | $1,001 – $15,000 | 8220827 P GRAPHIC PACKAGING HLOGCO CMN |
Mar 4, 2025 Dependent | Apr 10, 2025 | CRM Salesforce, Inc. | Buy | 27.84estimated | $287.34 | $1,001 – $15,000 | 8220827 SALESFORCE INC CMN |
Mar 4, 2025 Spouse | Apr 10, 2025 | CRM Salesforce, Inc. | Buy | 27.84estimated | $287.34 | $1,001 – $15,000 | 8220827 SALESFORCE INC CMN |
Mar 4, 2025 Spouse | Apr 10, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 336.58estimated | $23.77 | $1,001 – $15,000 | 8220827 ULTRA CLEAN HOLDINGS, INC, CMN |
Mar 4, 2025 Spouse | Apr 10, 2025 | — JULTRA CLEAN HOLDINGS, INC, CUN | Buy | — | — | $1,001 – $15,000 | 8220827 JULTRA CLEAN HOLDINGS, INC, CUN |
Mar 3, 2025 Spouse | Apr 10, 2025 | — ICMN | Receive | — | — | $1,001 – $15,000 | 8220827 ICMN |
Mar 3, 2025 Dependent | Apr 10, 2025 | — CHAN | Receive | — | — | $1,001 – $15,000 | 8220827 CHAN |
Mar 2, 2025 Dependent | Apr 10, 2025 | AMZN Amazon.com, Inc. | Buy | 37.69estimated | $212.28 | $1,001 – $15,000 | 8220827 AMAZON.COM INC CMN |
Feb 28, 2025 Dependent | Mar 6, 2025 | CRM Salesforce, Inc. | Buy | 26.86estimated | $297.85 | $1,001 – $15,000 | 8220783 SALESFORCE INC CMN |
Feb 28, 2025 Spouse | Mar 6, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220783 ICMN |
Feb 28, 2025 Spouse | Mar 6, 2025 | CRM Salesforce, Inc. | Buy | 26.86estimated | $297.85 | $1,001 – $15,000 | 8220783 ISALESFORCE INC CMN |
Feb 28, 2025 Spouse | Mar 6, 2025 | OKTA Okta, Inc. Class A | Receive | 88.41estimated | $90.49 | $1,001 – $15,000 | 8220783 OKTA, INC. CMN |
Feb 28, 2025 Spouse | Mar 6, 2025 | VYX NCR Voyix Corporation | Buy | 709.26estimated | $11.28 | $1,001 – $15,000 | 8220783 INCR VOYIX CORP CMN |
Feb 28, 2025 Spouse | Mar 6, 2025 | VYX NCR Voyix Corporation | Buy | 709.26estimated | $11.28 | $1,001 – $15,000 | 8220783 INCR VOYIX CORP CMN |
Feb 28, 2025 Spouse | Mar 6, 2025 | — TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220783 TO S&P 500 INDEX |
Feb 28, 2025 Dependent | Mar 6, 2025 | CRM Salesforce, Inc. | Buy | 26.86estimated | $297.85 | $1,001 – $15,000 | 8220783 SALESFORCE INC CMN |
Feb 28, 2025 Dependent | Mar 6, 2025 | — TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220783 TO S&P 500 INDEX |
Feb 27, 2025 Dependent | Mar 6, 2025 | CRM Salesforce, Inc. | Buy | 27.13estimated | $294.90 | $1,001 – $15,000 | 8220783 SALESFORCE INC CMN |
Feb 27, 2025 Spouse | Mar 6, 2025 | CRM Salesforce, Inc. | Buy | 27.13estimated | $294.90 | $1,001 – $15,000 | 8220783 SALESFORCE INC CMN |
Feb 27, 2025 Spouse | Mar 6, 2025 | CRM Salesforce, Inc. | Buy | 27.13estimated | $294.90 | $1,001 – $15,000 | 8220783 SALESFORCE INC CMN * |
Feb 27, 2025 Spouse | Mar 6, 2025 | CRM Salesforce, Inc. | Buy | 27.13estimated | $294.90 | $1,001 – $15,000 | 8220783 SALESFORCE INC CMN |
Feb 27, 2025 Dependent | Mar 6, 2025 | CRM Salesforce, Inc. | Buy | 27.13estimated | $294.90 | $1,001 – $15,000 | 8220783 SALESFORCE INC CMN |
Feb 27, 2025 Spouse | Mar 6, 2025 | VYX NCR Voyix Corporation | Buy | 695.7estimated | $11.50 | $1,001 – $15,000 | 8220783 NCR VOYIX CORP CMN |
Feb 27, 2025 Member | Mar 6, 2025 | CRM Salesforce, Inc. | Buy | 27.13estimated | $294.90 | $1,001 – $15,000 | 8220783 SALESFORCE INC CMN |
Feb 27, 2025 Dependent | Mar 6, 2025 | — SALESE IN CAN | Buy | — | — | $1,001 – $15,000 | 8220783 SALESE IN CAN |
Feb 27, 2025 Spouse | Mar 6, 2025 | — NOR VOYIX CORP CMN K | Buy | — | — | $1,001 – $15,000 | 8220783 NOR VOYIX CORP CMN K |
Feb 26, 2025 Dependent | Mar 6, 2025 | — MIC COLOGY, IN. CAN | Buy | — | — | $1,001 – $15,000 | 8220783 MIC COLOGY, IN. CAN |
Feb 26, 2025 Spouse | Mar 6, 2025 | — GENERAL MILLS INC OMN | Buy | — | — | $1,001 – $15,000 | 8220783 GENERAL MILLS INC OMN |
Feb 26, 2025 Spouse | Mar 6, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 302.02estimated | $26.49 | $1,001 – $15,000 | 8220783 ULTRA CLEAN HOLDINGS, INC. CMN |
Feb 26, 2025 Spouse | Mar 6, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 302.02estimated | $26.49 | $1,001 – $15,000 | 8220783 ULTRA CLEAN HOLDINGS, INC. CMN |
Feb 26, 2025 Dependent | Mar 6, 2025 | GIS General Mills, Inc. | Buy | 134.94estimated | $59.29 | $1,001 – $15,000 | 8220783 GENERAL MILLS INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | AMD Advanced Micro Devices, Inc. | Buy | 76.96estimated | $103.96 | $1,001 – $15,000 | 8220783 ADVANCED MICRO DEVICES, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8220783 QUALCOMM INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — BLACKROCK FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220783 BLACKROCK FUNDING, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 87.5estimated | $91.43 | $1,001 – $15,000 | 8220783 MERCK & CO., INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220783 DANAHER CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | KKR KKR & Co. Inc. | Buy | 61.74estimated | $129.59 | $1,001 – $15,000 | 8220783 KKR & CO. INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — ITRUIST FINANCIAL CORPORATION CMIN | Buy | — | — | $1,001 – $15,000 | 8220783 ITRUIST FINANCIAL CORPORATION CMIN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — SUPER MICHO COMPUTER, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220783 SUPER MICHO COMPUTER, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | ABNB Airbnb, Inc. Class A | Buy | 56.52estimated | $141.55 | $1,001 – $15,000 | 8220783 AIRBNB, INC, CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — CMIN | Buy | — | — | $1,001 – $15,000 | 8220783 CMIN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — CARRIER GLOBAL CORPORATION CIMN | Buy | — | — | $1,001 – $15,000 | 8220783 CARRIER GLOBAL CORPORATION CIMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | MGM MGM Resorts International | Buy | 225.24estimated | $35.52 | $1,001 – $15,000 | 8220783 MGM RESORTS INTERNATIONAL CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | MRNA Moderna, Inc. | Buy | 240.4estimated | $33.28 | $1,001 – $15,000 | 8220783 MODERNA, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — BALL COAPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220783 BALL COAPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | GPC Genuine Parts Company | Buy | 64.98estimated | $123.13 | $1,001 – $15,000 | 8220783 GENUINE PARTS CO. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | HAS Hasbro, Inc. | Buy | 116.71estimated | $68.55 | $1,001 – $15,000 | 8220783 HASBRO, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — ILKO, CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220783 ILKO, CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | DG Dollar General Corporation | Buy | 101.81estimated | $78.58 | $1,001 – $15,000 | 8220783 DOLLAR GENERAL CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | CTVA Corteva, Inc. Common Stock | Buy | 683.11estimated | $11.71 | $1,001 – $15,000 | 8220783 CORTEVA, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — COOPER COS INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220783 COOPER COS INC/THE CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | XP XP Inc. Class A | Buy | 543.51estimated | $14.72 | $1,001 – $15,000 | 8220783 EXP INC COMMON STOCK |
Feb 25, 2025 Dependent | Mar 6, 2025 | ACGL Arch Capital Group Ltd. | Buy | 88.55estimated | $90.35 | $1,001 – $15,000 | 8220783 ARCH CAPITAL GROUP LTD. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | FTV Fortive Corporation Common Stock | Buy | 138.26estimated | $57.87 | $1,001 – $15,000 | 8220783 FORTIVE CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | CSX CSX Corporation | Buy | 249.31estimated | $32.09 | $1,001 – $15,000 | 8220783 CSX CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220783 CROWN CASTLE INTL CORP CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | STLD Steel Dynamics, Inc. | Buy | 59.94estimated | $133.48 | $1,001 – $15,000 | 8220783 STEEL DYNAMICS, INC. CMN x |
Feb 25, 2025 Dependent | Mar 6, 2025 | A Agilent Technologies, Inc. | Buy | 59.63estimated | $134.18 | $1,001 – $15,000 | 8220783 AGILENT TECHNOLOGIES, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | WFC Wells Fargo & Company | Buy | 105.27estimated | $76.00 | $1,001 – $15,000 | 8220783 WELLS FARGO & COMPANY CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | MRSH Marsh | Buy | 34.16estimated | $234.20 | $1,001 – $15,000 | 8220783 MARSH & MCLENNAN CO INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | BIIB Biogen Inc. | Buy | 55.77estimated | $143.46 | $1,001 – $15,000 | 8220783 BIOGEN INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | MSI Motorola Solutions, Inc. | Buy | 18.76estimated | $426.47 | $1,001 – $15,000 | 8220783 MOTOROLA SOLUTIONS INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — DELL TECHNOLOGIES INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220783 DELL TECHNOLOGIES INC CMIN |
Feb 25, 2025 Dependent | Mar 6, 2025 | GWW W.W. Grainger, Inc. | Buy | 7.97estimated | $1,004 | $1,001 – $15,000 | 8220783 W.W. GRAINGER INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — T-MOBILE US, INC. CIVIN | Buy | — | — | $1,001 – $15,000 | 8220783 T-MOBILE US, INC. CIVIN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — IQVIA HOLDINGS INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220783 IQVIA HOLDINGS INC CMIN |
Feb 25, 2025 Dependent | Mar 6, 2025 | EMR Emerson Electric Company | Buy | 66.83estimated | $119.72 | $1,001 – $15,000 | 8220783 EMERSON ELECTRIC CO. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | F Ford Motor Company | Buy | 849.31estimated | $9.42 | $1,001 – $15,000 | 8220783 FORD MOTOR COMPANY CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | NDSN Nordson Corporation | Buy | 37.22estimated | $214.98 | $1,001 – $15,000 | 8220783 NORDSON CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | HCA HCA Healthcare, Inc. | Buy | 24.02estimated | $333.07 | $1,001 – $15,000 | 8220783 HCA HEALTHCARE, INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — METTLER-TOLEDO INTL CMN | Buy | — | — | $1,001 – $15,000 | 8220783 METTLER-TOLEDO INTL CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | PRU Prudential Financial, Inc. | Buy | 72.01estimated | $111.10 | $1,001 – $15,000 | 8220783 PRUDENTIAL FINANCIAL INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | IR Ingersoll Rand Inc. | Buy | 95.94estimated | $83.39 | $1,001 – $15,000 | 8220783 INGERSOLL RAND INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | NXPI NXP Semiconductors N.V. | Buy | 35estimated | $228.56 | $1,001 – $15,000 | 8220783 INXP SEMICONDUCTORS N.V. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | HUBB Hubbell Inc | Buy | 21.49estimated | $372.21 | $1,001 – $15,000 | 8220783 HUBBELL INCORPORATED CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | COR Cencora, Inc. | Buy | 31.93estimated | $250.53 | $1,001 – $15,000 | 8220783 CENCORA INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | VMC Vulcan Materials Company (Holding Company) | Buy | 32.03estimated | $249.79 | $1,001 – $15,000 | 8220783 VULCAN MATERIALS CO CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | TMO Thermo Fisher Scientific Inc | Buy | 14.83estimated | $539.55 | $1,001 – $15,000 | 8220783 THERMO FISHER SCIENTIFIC INC CMN |
Feb 25, 2025 Member | Mar 6, 2025 | — C HUMAN INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220783 C HUMAN INC. CAN |
Feb 25, 2025 Dependent | Mar 6, 2025 | AMAT Applied Materials, Inc. | Buy | 48.33estimated | $165.54 | $1,001 – $15,000 | 8220783 APPLIED MATERIALS INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | NKE Nike, Inc. | Buy | 97.9estimated | $81.72 | $1,001 – $15,000 | 8220783 NIKE CLASS-B CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | LEN Lennar Corporation Class A | Buy | 64.35estimated | $124.32 | $1,001 – $15,000 | 8220783 LENNAR CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — PULTEGROUP INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220783 PULTEGROUP INC. CMN |
Feb 25, 2025 Member | Mar 6, 2025 | DIS Walt Disney Company (The) | Buy | 72.38estimated | $110.53 | $1,001 – $15,000 | 8220783 WALT DISNEY COMPANY (THE) CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | ADBE Adobe Inc. | Buy | 18.04estimated | $443.41 | $1,001 – $15,000 | 8220783 ADOBE INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | LOW Lowe's Companies, Inc. | Buy | 33.01estimated | $242.39 | $1,001 – $15,000 | 8220783 LOWES COMPANIES INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | GOOGL Alphabet Inc. Class A | Buy | 45.61estimated | $175.42 | $1,001 – $15,000 | 8220783 ALPHABET INC. CMN |
Feb 25, 2025 Member | Mar 6, 2025 | UBER Uber Technologies, Inc. | Buy | 106.74estimated | $74.95 | $1,001 – $15,000 | 8220783 UBER TECHNOLOGIES, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | LIN Linde plc Ordinary Shares | Buy | 17.11estimated | $467.49 | $1,001 – $15,000 | 8220783 LINDE PLC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | TXN Texas Instruments Incorporated | Buy | 40.01estimated | $199.98 | $1,001 – $15,000 | 8220783 TEXAS INSTRUMENTS INC, CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | BAC Bank of America Corporation | Buy | 182.08estimated | $43.94 | $1,001 – $15,000 | 8220783 BANK OF AMERICA CORP CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8220783 BASKET OF INDICES |
Feb 25, 2025 Dependent | Mar 6, 2025 | — BERKSHIRE HATHAWAY INC, CLAS5 B * | Buy | — | — | $1,001 – $15,000 | 8220783 BERKSHIRE HATHAWAY INC, CLAS5 B * |
Feb 25, 2025 Dependent | Mar 6, 2025 | MSFT Microsoft Corporation | Buy | 20.11estimated | $397.90 | $1,001 – $15,000 | 8220783 MICROSOFT CORPORATION CMN |
Feb 25, 2025 Member | Mar 6, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 308.9estimated | $25.90 | $1,001 – $15,000 | 8220783 ULTRA CLEAN HOLDINGS, INC. CMN |
Feb 25, 2025 Spouse | Mar 6, 2025 | PINS Pinterest, Inc. Class A | Receive | 218.53estimated | $36.61 | $1,001 – $15,000 | 8220783 PINTEREST INC CMN |
Feb 25, 2025 Spouse | Mar 6, 2025 | MU Micron Technology, Inc. | Receive | 85.82estimated | $93.22 | $1,001 – $15,000 | 8220783 MICRON TECHNOLOGY, INC, CMN |
Feb 25, 2025 Spouse | Mar 6, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 308.9estimated | $25.90 | $1,001 – $15,000 | 8220783 ULTRA CLEAN HOLDINGS, INC. CMN |
Feb 25, 2025 Spouse | Mar 6, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 308.9estimated | $25.90 | $1,001 – $15,000 | 8220783 ULTRA CLEAN HOLDINGS, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | ILMN Illumina, Inc. | Buy | 83.55estimated | $95.76 | $1,001 – $15,000 | 8220783 ILLUMINA, INC CMN |
Feb 25, 2025 Member | Mar 6, 2025 | — DENHOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220783 DENHOLOGIC INCORPORATED CMN |
Feb 25, 2025 Member | Mar 6, 2025 | ALB Albemarle Corporation | Buy | 102.02estimated | $78.42 | $1,001 – $15,000 | 8220783 JALBEMARLE CORP CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | FDX FedEx Corporation | Buy | 39.52estimated | $202.45 | $1,001 – $15,000 | 8220783 FEDEX CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | BG Bunge Limited Common Shares | Buy | 107.72estimated | $74.27 | $1,001 – $15,000 | 8220783 BUNGE GLOBAL SA CMN |
Feb 25, 2025 Member | Mar 6, 2025 | CMG Chipotle Mexican Grill, Inc. | Buy | 152.48estimated | $52.47 | $1,001 – $15,000 | 8220783 CHIPOTLE MEXICAN GRILL, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | MU Micron Technology, Inc. | Buy | 85.82estimated | $93.22 | $1,001 – $15,000 | 8220783 I MICRON TECHNOLOGY, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | VTRS Viatris Inc. | Buy | 696.91estimated | $11.48 | $1,001 – $15,000 | 8220783 VIATRIS INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — DECKERS OUTDOORS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220783 DECKERS OUTDOORS CORP CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — JUNIPER NETWORKS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220783 JUNIPER NETWORKS, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | HRL Hormel Foods Corporation | Buy | 271.94estimated | $29.42 | $1,001 – $15,000 | 8220783 HORMEL FOODS CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | DOW Dow Inc. Common Stock | Buy | 203.94estimated | $39.23 | $1,001 – $15,000 | 8220783 DOW INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | EMN Eastman Chemical Company | Buy | 80.87estimated | $98.93 | $1,001 – $15,000 | 8220783 EASTMAN CHEMICAL COMPANY CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220783 CLASSA |
Feb 25, 2025 Dependent | Mar 6, 2025 | — T. ROWE PAICE GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220783 T. ROWE PAICE GROUP, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | INVH Invitation Homes Inc. | Buy | 249.24estimated | $32.10 | $1,001 – $15,000 | 8220783 INVITATION HOMES INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | CNC Centene Corporation | Buy | 130.45estimated | $61.33 | $1,001 – $15,000 | 8220783 CENTENE CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — TOMN | Buy | — | — | $1,001 – $15,000 | 8220783 TOMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | CBRE CBRE Group Inc Common Stock Class A | Buy | 57.68estimated | $138.70 | $1,001 – $15,000 | 8220783 CBRE GROUP, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | POOL Pool Corporation | Buy | 22.94estimated | $348.72 | $1,001 – $15,000 | 8220783 POOL CORP CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | ULTA Ulta Beauty, Inc. | Buy | 21.88estimated | $365.70 | $1,001 – $15,000 | 8220783 ULTA BEAUTY INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — IPTCING. CMN | Buy | — | — | $1,001 – $15,000 | 8220783 IPTCING. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — IPMORGAN CHASE & CO CMN | Buy | — | — | $1,001 – $15,000 | 8220783 IPMORGAN CHASE & CO CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — BIO-TECHNE CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220783 BIO-TECHNE CORPORATION OMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | AVY Avery Dennison Corporation | Buy | 42.93estimated | $186.38 | $1,001 – $15,000 | 8220783 LAVERY DENNISON CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | PPG PPG Industries, Inc. | Buy | 69.94estimated | $114.39 | $1,001 – $15,000 | 8220783 PPG INDUSTRIES, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — LEASTENAL COMPANY CAN | Buy | — | — | $1,001 – $15,000 | 8220783 LEASTENAL COMPANY CAN |
Feb 25, 2025 Dependent | Mar 6, 2025 | NDAQ Nasdaq, Inc. | Buy | 100.57estimated | $79.55 | $1,001 – $15,000 | 8220783 NASDAQ INC, CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220783 ANSYS, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | CRM Salesforce, Inc. | Buy | 26.16estimated | $305.88 | $1,001 – $15,000 | 8220783 SALESFORCE INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | FCX Freeport-McMoRan, Inc. | Buy | 217.64estimated | $36.76 | $1,001 – $15,000 | 8220783 FREEPORT-MCMORAN INC CMN * |
Feb 25, 2025 Dependent | Mar 6, 2025 | HD Home Depot, Inc. (The) | Buy | 20.34estimated | $393.29 | $1,001 – $15,000 | 8220783 THE HOME DEPOT, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220783 CLASSA |
Feb 25, 2025 Dependent | Mar 6, 2025 | — ROSS STORES,ING CMN | Buy | — | — | $1,001 – $15,000 | 8220783 ROSS STORES,ING CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | CDW CDW Corporation | Buy | 43.82estimated | $182.58 | $1,001 – $15,000 | 8220783 CDW CORPORATION CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — CHUBB LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8220783 CHUBB LIMITED CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | FICO Fair Isaac Corporation | Buy | 4.4estimated | $1,817 | $1,001 – $15,000 | 8220783 FAIR ISAAC INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — FIFTH THIRD BANCORP OMN | Buy | — | — | $1,001 – $15,000 | 8220783 FIFTH THIRD BANCORP OMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | SNPS Synopsys, Inc. | Buy | 17.47estimated | $457.95 | $1,001 – $15,000 | 8220783 SYNOPSYS INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | PEP PepsiCo, Inc. | Buy | 51.15estimated | $156.42 | $1,001 – $15,000 | 8220783 PEPSICO, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | AMZN Amazon.com, Inc. | Buy | 37.6estimated | $212.80 | $1,001 – $15,000 | 8220783 AMAZON.COM INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | CDNS Cadence Design Systems, Inc. | Buy | 32.14estimated | $248.90 | $1,001 – $15,000 | 8220783 CADENCE DESIGN SYSTEMS INC CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | PYPL PayPal Holdings, Inc. | Buy | 108.01estimated | $74.07 | $1,001 – $15,000 | 8220783 PAYPAL HOLDINGS, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | PNC PNC Financial Services Group, Inc. (The) | Buy | 42.91estimated | $186.47 | $1,001 – $15,000 | 8220783 PNC FINANCIAL SERVICES GROUP, CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | — D.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220783 D.R. HORTON, INC. CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | KLAC KLA Corporation | Buy | 110.36estimated | $72.50 | $1,001 – $15,000 | 8220783 KLA CORP CMN |
Feb 25, 2025 Dependent | Mar 6, 2025 | TBBK The Bancorp Inc | Buy | 144.78estimated | $55.26 | $1,001 – $15,000 | 8220783 U.S. BANCORP CMN |
Feb 24, 2025 Dependent | Mar 9, 2026 | — BUILDERS FIRSTSOURCE, INC. CIN K | Buy | — | — | $1,001 – $15,000 | 8221358 BUILDERS FIRSTSOURCE, INC. CIN K |
Feb 24, 2025 Dependent | Mar 9, 2026 | CSGP CoStar Group, Inc. | Buy | 103.25estimated | $77.49 | $1,001 – $15,000 | 8221358 COSTAR GROUP, INC. CMN |
Feb 24, 2025 Dependent | Mar 9, 2026 | CIEN Ciena Corporation | Buy | 99.47estimated | $80.43 | $1,001 – $15,000 | 8221358 CIENA CORPORATION CMN x |
Feb 24, 2025 Dependent | Mar 9, 2026 | HD Home Depot, Inc. (The) | Buy | 196.12estimated | $382.42 | $50,001 – $100,000 | 8221358 THE HOME DEPOT, INC, CMN x |
Feb 24, 2025 Dependent | Mar 9, 2026 | — T. ROWE PRICE CROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8221358 T. ROWE PRICE CROUP, INC. CMN |
Feb 24, 2025 Dependent | Mar 6, 2025 | PINS Pinterest, Inc. Class A | Buy | 216.52estimated | $36.95 | $1,001 – $15,000 | 8220783 PINTEREST INC CMN |
Feb 24, 2025 Dependent | Mar 6, 2025 | — PPL CORPORATON CMN | Buy | — | — | $1,001 – $15,000 | 8220783 PPL CORPORATON CMN |
Feb 24, 2025 Dependent | Mar 6, 2025 | APD Air Products and Chemicals, Inc. | Buy | 25.86estimated | $309.39 | $1,001 – $15,000 | 8220783 AIR PRODUCTS & CHEMICALS INC CMN |
Feb 24, 2025 Spouse | Mar 6, 2025 | MU Micron Technology, Inc. | Receive | 83.85estimated | $95.41 | $1,001 – $15,000 | 8220783 MICRON TECHNOLOGY, INC. CMN |
Feb 21, 2025 Dependent | Mar 6, 2025 | — TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220783 TO S&P 500 INDEX |
Feb 19, 2025 Dependent | Mar 6, 2025 | GOOGL Alphabet Inc. Class A | Buy | 43.18estimated | $185.27 | $1,001 – $15,000 | 8220783 ALPHABET INC. CMN |
Feb 19, 2025 Dependent | Mar 6, 2025 | MSFT Microsoft Corporation | Buy | 19.29estimated | $414.77 | $1,001 – $15,000 | 8220783 MICROSOFT CORPORATION CMN |
Feb 19, 2025 Dependent | Mar 6, 2025 | AMZN Amazon.com, Inc. | Buy | 35.3estimated | $226.63 | $1,001 – $15,000 | 8220783 AMAZON.COM INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — ICADENCE DESIGN SYSTEMS INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220783 ICADENCE DESIGN SYSTEMS INC CMIN |
Feb 19, 2025 Spouse | Mar 6, 2025 | POOL Pool Corporation | Buy | 23.47estimated | $340.87 | $1,001 – $15,000 | 8220783 POOL CORP CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | WST West Pharmaceutical Services, Inc. | Buy | 39.51estimated | $202.49 | $1,001 – $15,000 | 8220783 WEST PHARMACEUTICAL SERVICES INC |
Feb 19, 2025 Spouse | Mar 6, 2025 | SWKS Skyworks Solutions, Inc. | Buy | 118.32estimated | $67.62 | $1,001 – $15,000 | 8220783 SKYWORKS SOLUTIONS, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | FSLR First Solar, Inc. | Buy | 49.23estimated | $162.50 | $1,001 – $15,000 | 8220783 FIRST SOLAR, INC. CMN |
Feb 19, 2025 Member | Mar 6, 2025 | — BULDERS FIRSTSOURCE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220783 BULDERS FIRSTSOURCE, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220783 ICMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | VLTO Veralto Corp Common Stock | Buy | 81.91estimated | $97.68 | $1,001 – $15,000 | 8220783 VERALTO CORPORATION CMN |
Feb 19, 2025 Member | Mar 6, 2025 | BALL Ball Corporation | Buy | 163.14estimated | $49.04 | $1,001 – $15,000 | 8220783 BALL CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — JACK HENRY & ASSOC INC CMN | Buy | — | — | $1,001 – $15,000 | 8220783 JACK HENRY & ASSOC INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — HOLOGIC INCORPORATED OMN | Buy | — | — | $1,001 – $15,000 | 8220783 HOLOGIC INCORPORATED OMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 77.42estimated | $103.34 | $1,001 – $15,000 | 8220783 ZIMMER BIOMET HOLDINGS INC |
Feb 19, 2025 Spouse | Mar 6, 2025 | LUV Southwest Airlines Company | Buy | 264.92estimated | $30.20 | $1,001 – $15,000 | 8220783 SOUTHWEST AIRLINES CO CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — COOPER COS INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220783 COOPER COS INC/THE CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | CNC Centene Corporation | Buy | 138.75estimated | $57.66 | $1,001 – $15,000 | 8220783 CENTENE CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | TGT Target Corporation | Buy | 61.19estimated | $130.75 | $1,001 – $15,000 | 8220783 TARGET CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — BIO-TECHNE CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220783 BIO-TECHNE CORPORATION OMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | TFX Teleflex Incorporated | Buy | 45.76estimated | $174.82 | $1,001 – $15,000 | 8220783 TELEFLEX INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | HUM Humana Inc. | Buy | 30.13estimated | $265.52 | $1,001 – $15,000 | 8220783 HUMANA INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | ACGL Arch Capital Group Ltd. | Buy | 90.21estimated | $88.69 | $1,001 – $15,000 | 8220783 ARCH CAPITAL GROUP LTD. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — CINCINNATI FINANCIAL CRP CMN | Buy | — | — | $1,001 – $15,000 | 8220783 CINCINNATI FINANCIAL CRP CMN |
Feb 19, 2025 Member | Mar 6, 2025 | — P ICMN | Buy | — | — | $1,001 – $15,000 | 8220783 P ICMN |
Feb 19, 2025 Member | Mar 6, 2025 | BIIB Biogen Inc. | Buy | 58.53estimated | $136.68 | $1,001 – $15,000 | 8220783 P BIOGEN INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | AVY Avery Dennison Corporation | Buy | 43.72estimated | $182.98 | $1,001 – $15,000 | 8220783 AVERY DENNISON CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | MDLZ Mondelez International, Inc. Class A | Buy | 129.19estimated | $61.93 | $1,001 – $15,000 | 8220783 MONDELEZ INTERNATIONAL, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | INCY Incyte Corp. | Buy | 114.03estimated | $70.16 | $1,001 – $15,000 | 8220783 INCYTE CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — MOLIN EARE INCONN | Buy | — | — | $1,001 – $15,000 | 8220783 MOLIN EARE INCONN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8220783 EQUITY RESIDENTIAL CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | TER Teradyne, Inc. | Buy | 69.03estimated | $115.90 | $1,001 – $15,000 | 8220783 TERADYNE INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | OMC Omnicom Group Inc. | Buy | 95.61estimated | $83.68 | $1,001 – $15,000 | 8220783 OMNICOM GROUP CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — IDEX CORPORATION COMMON STOCK * | Buy | — | — | $1,001 – $15,000 | 8220783 IDEX CORPORATION COMMON STOCK * |
Feb 19, 2025 Spouse | Mar 6, 2025 | NTAP NetApp, Inc. | Buy | 64.25estimated | $124.53 | $1,001 – $15,000 | 8220783 NETAPP, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — LENNOX INTERNATIONAL ING CMN | Buy | — | — | $1,001 – $15,000 | 8220783 LENNOX INTERNATIONAL ING CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | EG Everest Group, Ltd. | Buy | 23.79estimated | $336.29 | $1,001 – $15,000 | 8220783 EVEREST GROUP LTD CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | SNA Snap-On Incorporated | Buy | 23.37estimated | $342.34 | $1,001 – $15,000 | 8220783 SNAP-ON INC. CMN |
Feb 19, 2025 Member | Mar 6, 2025 | CMG Chipotle Mexican Grill, Inc. | Buy | 148.71estimated | $53.80 | $1,001 – $15,000 | 8220783 CHIPOTLE MEXICAN GRILL, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220783 CROWN CASTLE INTL CORP CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | SYY Sysco Corporation | Buy | 113.18estimated | $70.69 | $1,001 – $15,000 | 8220783 SYSCO CORPORATION CMN |
Feb 19, 2025 Member | Mar 6, 2025 | — P JUNIPER NETWORKS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220783 P JUNIPER NETWORKS, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | F Ford Motor Company | Buy | 856.58estimated | $9.34 | $1,001 – $15,000 | 8220783 FORD MOTOR COMPANY CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — MASCO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220783 MASCO CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | CPB The Campbell's Company | Buy | 207.05estimated | $38.64 | $1,001 – $15,000 | 8220783 THE CAMPBELL'S COMPANY CMN |
Feb 19, 2025 Member | Mar 6, 2025 | DOW Dow Inc. Common Stock | Buy | 205.56estimated | $38.92 | $1,001 – $15,000 | 8220783 P. DOW INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | A Agilent Technologies, Inc. | Buy | 58.33estimated | $137.15 | $1,001 – $15,000 | 8220783 AGILENT TECHNOLOGIES, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | ROST Ross Stores, Inc. | Buy | 57.26estimated | $139.73 | $1,001 – $15,000 | 8220783 ROSS STORES, INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | CARR Carrier Global Corporation Common Stock | Buy | 121.26estimated | $65.98 | $1,001 – $15,000 | 8220783 CARRIER GLOBAL CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | WY Weyerhaeuser Company | Buy | 273.99estimated | $29.20 | $1,001 – $15,000 | 8220783 IWEYERHAEUSER COMPANY CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — FREEPORT-MOMORAN INC CMN | Buy | — | — | $1,001 – $15,000 | 8220783 FREEPORT-MOMORAN INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — ZOETISING CMN | Buy | — | — | $1,001 – $15,000 | 8220783 ZOETISING CMN |
Feb 19, 2025 Member | Mar 6, 2025 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220783 BLACKSTONE GROUP INC/THE CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — CIMN | Buy | — | — | $1,001 – $15,000 | 8220783 CIMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — BLACKROCK FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220783 BLACKROCK FUNDING, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | AMAT Applied Materials, Inc. | Buy | 45.96estimated | $174.06 | $1,001 – $15,000 | 8220783 APPLIED MATERIALS INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — AMEN INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220783 AMEN INC. CAN |
Feb 19, 2025 Member | Mar 6, 2025 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 8220783 A VOTING |
Feb 19, 2025 Spouse | Mar 6, 2025 | KKR KKR & Co. Inc. | Buy | 57.78estimated | $138.47 | $1,001 – $15,000 | 8220783 KKR & CO. INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — CHUBB LIMITED CON | Buy | — | — | $1,001 – $15,000 | 8220783 CHUBB LIMITED CON |
Feb 19, 2025 Spouse | Mar 6, 2025 | PEP PepsiCo, Inc. | Buy | 54.87estimated | $145.81 | $1,001 – $15,000 | 8220783 PEPSICO, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | MSFT Microsoft Corporation | Buy | 19.29estimated | $414.77 | $1,001 – $15,000 | 8220783 MICROSOFT CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | IDXX IDEXX Laboratories, Inc. | Buy | 17.74estimated | $450.99 | $1,001 – $15,000 | 8220783 IDEXX LABORATORIES CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | PLTR Palantir Technologies Inc. Class A | Buy | 71.39estimated | $112.06 | $1,001 – $15,000 | 8220783 PALANTIR TECHNOLOGIES INC. CMN * |
Feb 19, 2025 Spouse | Mar 6, 2025 | COR Cencora, Inc. | Buy | 32.6estimated | $245.42 | $1,001 – $15,000 | 8220783 (CENCORA INC CMN |
Feb 19, 2025 Member | Mar 6, 2025 | — OR MORTON, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220783 OR MORTON, INC. CMIN |
Feb 19, 2025 Spouse | Mar 6, 2025 | PTC PTC Inc. | Buy | 47.08estimated | $169.92 | $1,001 – $15,000 | 8220783 PTC INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | IR Ingersoll Rand Inc. | Buy | 93.37estimated | $85.69 | $1,001 – $15,000 | 8220783 INGERSOLL RAND INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | GDDY GoDaddy Inc. Class A | Buy | 45.32estimated | $176.55 | $1,001 – $15,000 | 8220783 GODADDY INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | GPN Global Payments Inc. | Buy | 75.08estimated | $106.56 | $1,001 – $15,000 | 8220783 GLOBAL PAYMENTS INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | KEYS Keysight Technologies Inc. | Buy | 43.22estimated | $185.11 | $1,001 – $15,000 | 8220783 KEYSIGHT TECHNOLOGIES, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | AME AMETEK, Inc. | Buy | 42.36estimated | $188.86 | $1,001 – $15,000 | 8220783 AMETEK INC (NEW) CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | BWA BorgWarner Inc. | Buy | 269.65estimated | $29.67 | $1,001 – $15,000 | 8220783 BORGWARNER INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — FRANKLIN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220783 FRANKLIN RESOURCES INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — ON BRADSTREET HOLDINGS, INC | Buy | — | — | $1,001 – $15,000 | 8220783 ON BRADSTREET HOLDINGS, INC |
Feb 19, 2025 Spouse | Mar 6, 2025 | MRNA Moderna, Inc. | Buy | 222.86estimated | $35.90 | $1,001 – $15,000 | 8220783 MODERNA, INC. CMN x |
Feb 19, 2025 Spouse | Mar 6, 2025 | GIS General Mills, Inc. | Buy | 137.96estimated | $57.99 | $1,001 – $15,000 | 8220783 GENERAL MILLS INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | CAG ConAgra Brands, Inc. | Buy | 329.37estimated | $24.29 | $1,001 – $15,000 | 8220783 CONAGRA BRANDS INC CMN |
Feb 19, 2025 Member | Mar 6, 2025 | — P PPG INDUSTRIES, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220783 P PPG INDUSTRIES, INC. OMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | KHC The Kraft Heinz Company | Buy | 268.56estimated | $29.79 | $1,001 – $15,000 | 8220783 THE KRAFT HEINZ CO CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | DG Dollar General Corporation | Buy | 105.78estimated | $75.63 | $1,001 – $15,000 | 8220783 DOLLAR GENERAL CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | ALGN Align Technology, Inc. | Buy | 39.65estimated | $201.79 | $1,001 – $15,000 | 8220783 ALIGN TECHNOLOGY, INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | LRCX Lam Research Corporation | Buy | 91.27estimated | $87.66 | $1,001 – $15,000 | 8220783 LAM RESEARCH CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | CTAS Cintas Corporation | Buy | 38.44estimated | $208.14 | $1,001 – $15,000 | 8220783 CINTAS CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | TEL TE Connectivity plc Ordinary Shares | Buy | 51.27estimated | $156.05 | $1,001 – $15,000 | 8220783 ITE CONNECTIVITY CORPORATION CMN |
Feb 19, 2025 Member | Mar 6, 2025 | AFL AFLAC Incorporated | Buy | 76.55estimated | $104.51 | $1,001 – $15,000 | 8220783 P AFLAC INCORPORATED CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220783 ICMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | WM Waste Management, Inc. | Buy | 35.01estimated | $228.52 | $1,001 – $15,000 | 8220783 I WASTE MANAGEMENT INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | NXPI NXP Semiconductors N.V. | Buy | 32.58estimated | $245.58 | $1,001 – $15,000 | 8220783 NXP SEMICONDUCTORS N.V. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | HUBB Hubbell Inc | Buy | 20.39estimated | $392.38 | $1,001 – $15,000 | 8220783 HUBBELL INCORPORATED CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | MS Morgan Stanley | Buy | 56.87estimated | $140.69 | $1,001 – $15,000 | 8220783 MORGAN STANLEY CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — KLA CORP EMN | Buy | — | — | $1,001 – $15,000 | 8220783 KLA CORP EMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | BKNG Booking Holdings Inc. | Buy | 39.14estimated | $204.42 | $1,001 – $15,000 | 8220783 BOOKING HOLDINGS INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | FDX FedEx Corporation | Buy | 37.98estimated | $210.65 | $1,001 – $15,000 | 8220783 FEDEX CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | TROW T. Rowe Price Group, Inc. | Buy | 73.83estimated | $108.36 | $1,001 – $15,000 | 8220783 T. ROWE PRICE GROUP, INC. CMN |
Feb 19, 2025 Member | Mar 6, 2025 | — SPACMN | Buy | — | — | $1,001 – $15,000 | 8220783 SPACMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | PRU Prudential Financial, Inc. | Buy | 71.65estimated | $111.66 | $1,001 – $15,000 | 8220783 PRUDENTIAL FINANCIAL INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | BXP BXP, Inc. | Buy | 114.47estimated | $69.89 | $1,001 – $15,000 | 8220783 BXP INC COMMON STOCK |
Feb 19, 2025 Spouse | Mar 6, 2025 | RVTY Revvity, Inc. | Buy | 69.56estimated | $115.01 | $1,001 – $15,000 | 8220783 REVVITY INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | NDAQ Nasdaq, Inc. | Buy | 96.87estimated | $82.59 | $1,001 – $15,000 | 8220783 NASDAQ INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | PWR Quanta Services, Inc. | Buy | 27.39estimated | $292.07 | $1,001 – $15,000 | 8220783 QUANTA SERVICES INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | COF Capital One Financial Corporation | Buy | 38.13estimated | $209.82 | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORP CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | KDP Keurig Dr Pepper Inc. | Buy | 244.07estimated | $32.78 | $1,001 – $15,000 | 8220783 KEURIG DR PEPPER INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — LOVIA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220783 LOVIA HOLDINGS INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | MSI Motorola Solutions, Inc. | Buy | 18.22estimated | $439.08 | $1,001 – $15,000 | 8220783 MOTOROLA SOLUTIONS INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | SHW Sherwin-Williams Company (The) | Buy | 22.74estimated | $351.85 | $1,001 – $15,000 | 8220783 ISHERWIN-WILLIAMS CO CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | URI United Rentals, Inc. | Buy | 11.28estimated | $709.31 | $1,001 – $15,000 | 8220783 UNITED RENTALS, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | CSX CSX Corporation | Buy | 246.85estimated | $32.41 | $1,001 – $15,000 | 8220783 CSX CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — NAKE CLASS-B CMN | Buy | — | — | $1,001 – $15,000 | 8220783 NAKE CLASS-B CMN |
Feb 19, 2025 Member | Mar 6, 2025 | — P MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220783 P MOODY'S CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | FISV Fiserv, Inc. | Buy | 33.85estimated | $236.34 | $1,001 – $15,000 | 8220783 FISERV, INC. CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | ADBE Adobe Inc. | Buy | 17.51estimated | $456.99 | $1,001 – $15,000 | 8220783 ADOBE INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220783 CATERPILLAR INC (DELAWARE) CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | TXN Texas Instruments Incorporated | Buy | 40.75estimated | $196.32 | $1,001 – $15,000 | 8220783 TEXAS INSTRUMENTS INC. CMN |
Feb 19, 2025 Member | Mar 6, 2025 | INTU Intuit Inc. | Buy | 13.74estimated | $582.19 | $1,001 – $15,000 | 8220783 P INTUIT INC CMN |
Feb 19, 2025 Member | Mar 6, 2025 | — P DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220783 P DANAHER CORPORATION CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | — laMN | Buy | — | — | $1,001 – $15,000 | 8220783 laMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | ABBV AbbVie Inc. | Buy | 40.54estimated | $197.35 | $1,001 – $15,000 | 8220783 ABBVIE INC CMN |
Feb 19, 2025 Spouse | Mar 6, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 93.46estimated | $85.60 | $1,001 – $15,000 | 8220783 MERCK & CO., INC. CMN |
Feb 18, 2025 Spouse | Mar 9, 2026 | ISRG Intuitive Surgical, Inc. | Sell | 13.31estimated | $600.89 | $1,001 – $15,000 | 8221358 INTUITIVE SURGICAL INC |
Feb 17, 2025 Spouse | Mar 9, 2026 | AMD Advanced Micro Devices, Inc. | Buy | 287.36estimated | $113.10 | $15,001 – $50,000 | 8221358 ADVANCED MICRO DEVICES, INC. CMN |
Feb 17, 2025 Spouse | Mar 9, 2026 | CSGP CoStar Group, Inc. | Buy | 108.03estimated | $74.06 | $1,001 – $15,000 | 8221358 COSTAR GROUP, INC. CMN |
Feb 17, 2025 Spouse | Mar 9, 2026 | GEN Gen Digital Inc. | Buy | 288.62estimated | $27.72 | $1,001 – $15,000 | 8221358 GEN DIGITAL INC CMN |
Feb 17, 2025 Member | Mar 9, 2026 | — P CROWDSTRIKE HOLDINGS, INC, EMN | Buy | — | — | $1,001 – $15,000 | 8221358 P CROWDSTRIKE HOLDINGS, INC, EMN |
Feb 17, 2025 Spouse | Mar 9, 2026 | ORCL Oracle Corporation | Buy | 45.94estimated | $174.16 | $1,001 – $15,000 | 8221358 ORACLE CORPORATION CMN x |
Feb 17, 2025 Spouse | Mar 9, 2026 | NOW ServiceNow, Inc. | Buy | 164.7estimated | $197.33 | $15,001 – $50,000 | 8221358 SERVICENOW INC CMN |
Feb 17, 2025 Spouse | Mar 9, 2026 | V Visa Inc. | Buy | 22.61estimated | $353.81 | $1,001 – $15,000 | 8221358 IVISA INC. CMN |
Feb 17, 2025 Dependent | Mar 9, 2026 | — MAPLEBEAR INC. CNIN | Buy | — | — | $1,001 – $15,000 | 8221358 MAPLEBEAR INC. CNIN |
Feb 14, 2025 Spouse | Mar 6, 2025 | CL Colgate-Palmolive Company | Buy | 92.99estimated | $86.04 | $1,001 – $15,000 | 8220783 COLGATE-PALMOLIVE CO CMN |
Feb 14, 2025 Dependent | Mar 6, 2025 | CL Colgate-Palmolive Company | Buy | 92.99estimated | $86.04 | $1,001 – $15,000 | 8220783 COLGATE-PALMOLIVE CO CMN |
Feb 13, 2025 Spouse | Mar 9, 2026 | — SPONSORED ADR CMN | Sell | — | — | $1,001 – $15,000 | 8221358 SPONSORED ADR CMN |
Feb 13, 2025 Member | Mar 9, 2026 | — P SAP AG CMN | Sell | — | — | $15,001 – $50,000 | 8221358 P SAP AG CMN |
Feb 13, 2025 Dependent | Mar 6, 2025 | — S&P SOO INDEX | Buy | — | — | $1,001 – $15,000 | 8220783 S&P SOO INDEX |
Feb 13, 2025 Dependent | Mar 6, 2025 | — P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220783 P 500 INDEX |
Feb 13, 2025 Spouse | Mar 6, 2025 | — ISBP 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220783 ISBP 500 INDEX |
Feb 13, 2025 Spouse | Mar 6, 2025 | — IS&P SOO INDEX | Buy | — | — | $1,001 – $15,000 | 8220783 IS&P SOO INDEX |
Feb 11, 2025 Dependent | Mar 9, 2026 | — S&P 500 INDEX | Buy | — | — | $15,001 – $50,000 | 8221358 S&P 500 INDEX |
Feb 10, 2025 Spouse | Mar 9, 2026 | IT Gartner, Inc. | Buy | 15.13estimated | $528.87 | $1,001 – $15,000 | 8221358 GARTNER, INC CMN |
Feb 7, 2025 Dependent | Mar 6, 2025 | MS Morgan Stanley | Buy | 57.15estimated | $139.98 | $1,001 – $15,000 | 8220783 MORGAN STANLEY CMN |
Feb 7, 2025 Dependent | Mar 6, 2025 | AAPL Apple Inc. | Buy | 35.15estimated | $227.63 | $1,001 – $15,000 | 8220783 APPLE INC. CMN |
Feb 7, 2025 Spouse | Mar 6, 2025 | COF Capital One Financial Corporation | Buy | 39.37estimated | $203.21 | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORP CMN |
Feb 7, 2025 Dependent | Mar 6, 2025 | — GE VERNOVALLC OMN | Buy | — | — | $1,001 – $15,000 | 8220783 GE VERNOVALLC OMN |
Feb 7, 2025 Dependent | Mar 6, 2025 | NVDA NVIDIA Corporation | Buy | 61.62estimated | $129.84 | $1,001 – $15,000 | 8220783 INVIDIA CORPORATION CMN |
Feb 7, 2025 Dependent | Mar 6, 2025 | GOOGL Alphabet Inc. Class A | Buy | 43.17estimated | $185.34 | $1,001 – $15,000 | 8220783 ALPHABET INC, CMN |
Feb 7, 2025 Dependent | Mar 6, 2025 | NFLX Netflix, Inc. | Buy | 78.91estimated | $101.39 | $1,001 – $15,000 | 8220783 NETFLIX, INC. CMN |
Feb 7, 2025 Dependent | Mar 6, 2025 | — STARBUCKS CORP. CMIN | Buy | — | — | $1,001 – $15,000 | 8220783 STARBUCKS CORP. CMIN |
Feb 7, 2025 Dependent | Mar 6, 2025 | DDOG Datadog, Inc. Class A | Buy | 56.08estimated | $142.65 | $1,001 – $15,000 | 8220783 DATADOG, INC. CMN |
Feb 7, 2025 Dependent | Mar 6, 2025 | COF Capital One Financial Corporation | Buy | 39.37estimated | $203.21 | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORP CMN |
Feb 6, 2025 Dependent | Mar 9, 2026 | GENI Genius Sports Limited Ordinary Shares | Buy | 870.57estimated | $9.19 | $1,001 – $15,000 | 8221358 GENIUS SPORTS LTD CMN |
Feb 6, 2025 Member | Mar 9, 2026 | — P PICINC. CMN | Sell | — | — | $1,001 – $15,000 | 8221358 P PICINC. CMN |
Feb 6, 2025 Spouse | Mar 9, 2026 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8221358 IBERKSHIRE HATHAWAY INC. CLASS B _x |
Feb 6, 2025 Dependent | Mar 6, 2025 | — LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220783 LINKED TO S&P 500 INDEX |
Feb 6, 2025 Dependent | Mar 6, 2025 | BAC Bank of America Corporation | Receive | 167.58estimated | $47.74 | $1,001 – $15,000 | 8220783 BANK OF AMERICA CORP CMN |
Feb 6, 2025 Member | Mar 6, 2025 | TGT Target Corporation | Buy | 59.4estimated | $134.68 | $1,001 – $15,000 | 8220783 P TARGET CORPORATION CMN |
Feb 6, 2025 Dependent | Mar 6, 2025 | COF Capital One Financial Corporation | Buy | 38.72estimated | $206.64 | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORP CMN |
Feb 6, 2025 Dependent | Mar 6, 2025 | TGT Target Corporation | Buy | 59.4estimated | $134.68 | $1,001 – $15,000 | 8220783 TARGET CORPORATION CMN |
Feb 6, 2025 Spouse | Mar 6, 2025 | — LINKED TO S&P 500 INDEX K | Buy | — | — | $1,001 – $15,000 | 8220783 LINKED TO S&P 500 INDEX K |
Feb 6, 2025 Spouse | Mar 6, 2025 | — LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220783 LINKED TO S&P 500 INDEX |
Feb 6, 2025 Dependent | Mar 6, 2025 | COF Capital One Financial Corporation | Buy | 38.72estimated | $206.64 | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORP CMN |
Feb 5, 2025 Spouse | Mar 9, 2026 | IT Gartner, Inc. | Buy | 14.79estimated | $541.11 | $1,001 – $15,000 | 8221358 GARTNER, INC. CMN |
Feb 5, 2025 Spouse | Mar 9, 2026 | — GARTNER, JNC. CMN | Buy | — | — | $1,001 – $15,000 | 8221358 GARTNER, JNC. CMN |
Feb 5, 2025 Spouse | Mar 9, 2026 | DIS Walt Disney Company (The) | Buy | 72.38estimated | $110.54 | $1,001 – $15,000 | 8221358 WALT DISNEY COMPANY (THE) CMN |
Feb 5, 2025 Dependent | Mar 6, 2025 | — LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220783 LINKED TO S&P 500 INDEX |
Feb 5, 2025 Spouse | Mar 6, 2025 | COF Capital One Financial Corporation | Buy | 39.26estimated | $203.78 | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORP CMN |
Feb 5, 2025 Spouse | Mar 6, 2025 | — CAPITAL ONE FINANCIAL CORPCMN | Buy | — | — | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORPCMN |
Feb 5, 2025 Dependent | Mar 6, 2025 | COF Capital One Financial Corporation | Buy | 39.26estimated | $203.78 | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORP CMN |
Feb 5, 2025 Dependent | Mar 6, 2025 | BAC Bank of America Corporation | Receive | 169.83estimated | $47.11 | $1,001 – $15,000 | 8220783 IBANK OF AMERICA CORP CMN |
Feb 5, 2025 Spouse | Mar 6, 2025 | VYX NCR Voyix Corporation | Buy | 617.32estimated | $12.96 | $1,001 – $15,000 | 8220783 INCR VOYIX CORP CMN * |
Feb 5, 2025 Spouse | Mar 6, 2025 | VYX NCR Voyix Corporation | Buy | 617.32estimated | $12.96 | $1,001 – $15,000 | 8220783 INCR VOYIX CORP CMN |
Feb 5, 2025 Dependent | Mar 6, 2025 | COF Capital One Financial Corporation | Buy | 39.26estimated | $203.78 | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORP CMN |
Feb 4, 2025 Dependent | Mar 6, 2025 | COF Capital One Financial Corporation | Buy | 39.98estimated | $200.12 | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORP CMN |
Feb 4, 2025 Member | Mar 6, 2025 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 210.48estimated | $38.01 | $1,001 – $15,000 | 8220783 AXALTA COATING SYSTEMS LTD. CMN |
Feb 4, 2025 Spouse | Mar 6, 2025 | COF Capital One Financial Corporation | Buy | 39.98estimated | $200.12 | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORP CMN |
Feb 4, 2025 Dependent | Mar 6, 2025 | COF Capital One Financial Corporation | Buy | 39.98estimated | $200.12 | $1,001 – $15,000 | 8220783 CAPITAL ONE FINANCIAL CORP CMN |
Feb 4, 2025 Spouse | Mar 6, 2025 | AXTA Axalta Coating Systems Ltd. Common Shares | Receive | 210.48estimated | $38.01 | $1,001 – $15,000 | 8220783 LAXALTA COATING SYSTEMS LTD. CMN |
Jan 31, 2025 Member | Feb 6, 2025 | CL Colgate-Palmolive Company | Buy | 92.28estimated | $86.70 | $1,001 – $15,000 | 8220750 P_ |COLGATE-PALMOLIVE CO CMN |
Jan 29, 2025 Member | Aug 7, 2025 | — VANGUMAD SPECIALIZED FUMOS OI APP ETF | Buy | — | — | $1,001 – $15,000 | 9115671 VANGUMAD SPECIALIZED FUMOS OI APP ETF |
Jan 29, 2025 Member | Feb 6, 2026 | ADM Archer-Daniels-Midland Company | Buy | 154.87estimated | $51.66 | $1,001 – $15,000 | 8221322 P ARCHER-DANIELS-MIDLAND COMPANY |
Jan 29, 2025 Spouse | Feb 6, 2026 | CMG Chipotle Mexican Grill, Inc. | Buy | 137.3estimated | $58.27 | $1,001 – $15,000 | 8221322 CHIPOTLE MEXICAN GRILL INC, CMN |
Jan 29, 2025 Member | Feb 6, 2026 | — P BOSTON SCIENTIFIC CORP. COMMON SI | Buy | — | — | $1,001 – $15,000 | 8221322 P BOSTON SCIENTIFIC CORP. COMMON SI |
Jan 28, 2025 Member | Feb 6, 2026 | — P. BUILD NYC RESOURCE CORP NY REV 4.0 | Buy | — | — | $1,001 – $15,000 | 8221322 P. BUILD NYC RESOURCE CORP NY REV 4.0 |
Jan 28, 2025 Spouse | Feb 6, 2025 | DE Deere & Company | Buy | 16.67estimated | $479.99 | $1,001 – $15,000 | 8220750 DEERE & COMPANY CMN |
Jan 28, 2025 Dependent | Feb 6, 2025 | DE Deere & Company | Buy | 16.67estimated | $479.99 | $1,001 – $15,000 | 8220750 DEERE & COMPANY CMN |
Jan 28, 2025 Dependent | Feb 6, 2025 | AMZN Amazon.com, Inc. | Buy | 33.59estimated | $238.15 | $1,001 – $15,000 | 8220750 AMAZON.COM INC CMN |
Jan 28, 2025 Dependent | Feb 6, 2025 | V Visa Inc. | Buy | 23.92estimated | $334.48 | $1,001 – $15,000 | 8220750 VISA INC. CMN |
Jan 28, 2025 Spouse | Feb 6, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 233.52estimated | $34.26 | $1,001 – $15,000 | 8220750 ULTRA CLEAN HOLDINGS, INC. CMN * |
Jan 27, 2025 Spouse | Feb 6, 2025 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220750 CORNING INCORPORATED CMN |
Jan 25, 2025 Spouse | Feb 6, 2025 | NDAQ Nasdaq, Inc. | Buy | 98.59estimated | $81.15 | $1,001 – $15,000 | 8220750 NASDAQ INC. CMN |
Jan 24, 2025 Dependent | Feb 6, 2025 | TXN Texas Instruments Incorporated | Buy | 43.12estimated | $185.52 | $1,001 – $15,000 | 8220750 TEXAS INSTRUMENTS INC. CMN |
Jan 24, 2025 Spouse | Feb 6, 2025 | MET MetLife, Inc. | Buy | 93estimated | $86.03 | $1,001 – $15,000 | 8220750 METLIFE, INC. CMN |
Jan 24, 2025 Spouse | Feb 6, 2025 | TXN Texas Instruments Incorporated | Buy | 43.12estimated | $185.52 | $1,001 – $15,000 | 8220750 TEXAS INSTRUMENTS INC. CMN |
Jan 24, 2025 Dependent | Feb 6, 2025 | MET MetLife, Inc. | Buy | 93estimated | $86.03 | $1,001 – $15,000 | 8220750 METLIFE, INC. CMN |
Jan 23, 2025 Member | Feb 6, 2025 | ORCL Oracle Corporation | Buy | 42.91estimated | $186.47 | $1,001 – $15,000 | 8220750 OC ORACLE CORPORATION CMN |
Jan 23, 2025 Spouse | Feb 6, 2025 | MET MetLife, Inc. | Buy | 92.21estimated | $86.76 | $1,001 – $15,000 | 8220750 METLIFE, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — CBRE GROUP, INC. OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220750 CBRE GROUP, INC. OMN CLASS A |
Jan 22, 2025 Dependent | Feb 6, 2025 | TRV The Travelers Companies, Inc. | Buy | 32.43estimated | $246.72 | $1,001 – $15,000 | 8220750 THE TRAVELERS COMPANIES, INC CMN * |
Jan 22, 2025 Dependent | Feb 6, 2025 | ABT Abbott Laboratories | Buy | 67.93estimated | $117.78 | $1,001 – $15,000 | 8220750 ABBOTT LABORATORIES CMN * |
Jan 22, 2025 Dependent | Feb 6, 2025 | TFC Truist Financial Corporation | Buy | 170.19estimated | $47.01 | $1,001 – $15,000 | 8220750 TRUIST FINANCIAL CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | ECL Ecolab Inc. | Buy | 33.11estimated | $241.63 | $1,001 – $15,000 | 8220750 ECOLAB INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | KO Coca-Cola Company (The) | Buy | 129.5estimated | $61.78 | $1,001 – $15,000 | 8220750 COCA-COLA COMPANY (THE) CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — TOMN | Buy | — | — | $1,001 – $15,000 | 8220750 TOMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | GWW W.W. Grainger, Inc. | Buy | 7.12estimated | $1,123 | $1,001 – $15,000 | 8220750 W.W. GRAINGER INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — KKR B CO. INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220750 KKR B CO. INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | PTC PTC Inc. | Buy | 42.57estimated | $187.93 | $1,001 – $15,000 | 8220750 PTC INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | MET MetLife, Inc. | Buy | 93.29estimated | $85.76 | $1,001 – $15,000 | 8220750 METLIFE, INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | AVY Avery Dennison Corporation | Buy | 41.99estimated | $190.53 | $1,001 – $15,000 | 8220750 AVERY DENNISON CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | PAYX Paychex, Inc. | Buy | 55.26estimated | $144.78 | $1,001 – $15,000 | 8220750 PAYCHEX, INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | ROST Ross Stores, Inc. | Buy | 53.41estimated | $149.79 | $1,001 – $15,000 | 8220750 ROSS STORES,INC CMN |
Jan 22, 2025 Member | Feb 6, 2025 | O Realty Income Corporation | Buy | 148.27estimated | $53.96 | $1,001 – $15,000 | 8220750 ¿REALTY INCOME CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220750 AMERICAN INTL GROUP, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | WMT Walmart Inc. | Buy | 85.81estimated | $93.23 | $1,001 – $15,000 | 8220750 WALMART INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — METLIFE, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220750 METLIFE, INC. CAN |
Jan 22, 2025 Dependent | Feb 6, 2025 | XYL Xylem Inc. Common Stock New | Buy | 65.77estimated | $121.64 | $1,001 – $15,000 | 8220750 XYLEM INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8220750 EQUITY RESIDENTIAL CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — MIROPERTES INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220750 MIROPERTES INC. CAN |
Jan 22, 2025 Dependent | Feb 6, 2025 | PYPL PayPal Holdings, Inc. | Buy | 89.04estimated | $89.85 | $1,001 – $15,000 | 8220750 PAYPAL HOLDINGS, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | PFE Pfizer, Inc. | Buy | 307.59estimated | $26.01 | $1,001 – $15,000 | 8220750 PFIZER INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | WM Waste Management, Inc. | Buy | 37.84estimated | $211.44 | $1,001 – $15,000 | 8220750 WASTE MANAGEMENT INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | NDAQ Nasdaq, Inc. | Buy | 98.98estimated | $80.83 | $1,001 – $15,000 | 8220750 NASDAQ INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | CHD Church & Dwight Company, Inc. | Buy | 74.98estimated | $106.70 | $1,001 – $15,000 | 8220750 CHURCH & DWIGHT CO., INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — AVALONBAY COMMUNITES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220750 AVALONBAY COMMUNITES INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | UNP Union Pacific Corporation | Buy | 33.93estimated | $235.80 | $1,001 – $15,000 | 8220750 UNION PACIFIC CORP. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220750 ANSYS, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — SHERWIN-WILLAMS CO CMN | Buy | — | — | $1,001 – $15,000 | 8220750 SHERWIN-WILLAMS CO CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | HD Home Depot, Inc. (The) | Buy | 19.51estimated | $410.10 | $1,001 – $15,000 | 8220750 THE HOME DEPOT, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 21.55estimated | $371.23 | $1,001 – $15,000 | 8220750 EATON CORP PLC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | CRM Salesforce, Inc. | Buy | 24.05estimated | $332.62 | $1,001 – $15,000 | 8220750 SALESFORCE INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | NSC Norfolk Southern Corporation | Buy | 31.77estimated | $251.85 | $1,001 – $15,000 | 8220750 NORFOLK SOUTHERN CORP CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | SPGI S&P Global Inc. | Buy | 15.96estimated | $501.32 | $1,001 – $15,000 | 8220750 S&P GLOBAL INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220750 CATERPILLAR INC (DELAWARE) CMN |
Jan 22, 2025 Member | Feb 6, 2025 | AMGN Amgen Inc. | Buy | 29.26estimated | $273.44 | $1,001 – $15,000 | 8220750 AMGEN INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | AMP Ameriprise Financial, Inc. | Buy | 14.25estimated | $561.53 | $1,001 – $15,000 | 8220750 AMERIPRISE FINANCIAL, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — COW CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220750 COW CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | ABBV AbbVie Inc. | Buy | 47.28estimated | $169.20 | $1,001 – $15,000 | 8220750 ABBVIE INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | FICO Fair Isaac Corporation | Buy | 4.25estimated | $1,880 | $1,001 – $15,000 | 8220750 FAIR ISAAC INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | CVS CVS Health Corporation | Buy | 150.98estimated | $52.99 | $1,001 – $15,000 | 8220750 CVS HEALTH CORP CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — BLACKROCK FUNDING, INC CMN | Buy | — | — | $1,001 – $15,000 | 8220750 BLACKROCK FUNDING, INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | AMZN Amazon.com, Inc. | Buy | 34.04estimated | $235.01 | $1,001 – $15,000 | 8220750 AMAZON.COM INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | ROP Roper Technologies, Inc. | Buy | 14.97estimated | $534.45 | $1,001 – $15,000 | 8220750 ROPER TECHNOLOGIES INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | SNPS Synopsys, Inc. | Buy | 14.69estimated | $544.70 | $1,001 – $15,000 | 8220750 SYNOPSYS INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | AMD Advanced Micro Devices, Inc. | Buy | 64.65estimated | $123.75 | $1,001 – $15,000 | 8220750 ADVANCED MICRO DEVICES, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | CI The Cigna Group | Buy | 27.68estimated | $289.04 | $1,001 – $15,000 | 8220750 CIGNA GROUP/THE CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — ANC FINANCIAL SERVICES GROUP, CMN | Buy | — | — | $1,001 – $15,000 | 8220750 ANC FINANCIAL SERVICES GROUP, CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | PEP PepsiCo, Inc. | Buy | 54.02estimated | $148.09 | $1,001 – $15,000 | 8220750 PEPSICO, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — THERMO FISHER SCIENTIFIC ING CMN | Buy | — | — | $1,001 – $15,000 | 8220750 THERMO FISHER SCIENTIFIC ING CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | KMB Kimberly-Clark Corporation | Buy | 63.44estimated | $126.12 | $1,001 – $15,000 | 8220750 KIMBERLY-CLARK CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — CHUBB LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8220750 CHUBB LIMITED CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220750 MC DONALDS CORP CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | KLAC KLA Corporation | Buy | 103.65estimated | $77.19 | $1,001 – $15,000 | 8220750 KLA CORP CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | CTAS Cintas Corporation | Buy | 40.2estimated | $199.02 | $1,001 – $15,000 | 8220750 CINTAS CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 129.82estimated | $61.63 | $1,001 – $15,000 | 8220750 CISCO SYSTEMS, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | WDAY Workday, Inc. Class A | Buy | 31.56estimated | $253.48 | $1,001 – $15,000 | 8220750 WORKDAY, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | RSG Republic Services, Inc. | Buy | 37.65estimated | $212.48 | $1,001 – $15,000 | 8220750 REPUBLIC SERVICES INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220750 MOODY'S CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8220750 QUALCOMM INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | WFC Wells Fargo & Company | Buy | 103.18estimated | $77.54 | $1,001 – $15,000 | 8220750 WELLS FARGO & COMPANY CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | MDLZ Mondelez International, Inc. Class A | Buy | 142.08estimated | $56.31 | $1,001 – $15,000 | 8220750 MONDELEZ INTERNATIONAL, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | JPM JP Morgan Chase & Co. | Buy | 30.44estimated | $262.84 | $1,001 – $15,000 | 8220750 JPMORGAN CHASE & CO CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | V Visa Inc. | Buy | 24.73estimated | $323.56 | $1,001 – $15,000 | 8220750 VISA INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | TROW T. Rowe Price Group, Inc. | Buy | 70.46estimated | $113.54 | $1,001 – $15,000 | 8220750 T. ROWE PRICE GROUP, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | DG Dollar General Corporation | Buy | 113.13estimated | $70.72 | $1,001 – $15,000 | 8220750 DOLLAR GENERAL CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | ACGL Arch Capital Group Ltd. | Buy | 85.83estimated | $93.21 | $1,001 – $15,000 | 8220750 ARCH CAPITAL GROUP LTD. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | BWA BorgWarner Inc. | Buy | 251.67estimated | $31.79 | $1,001 – $15,000 | 8220750 BORGWARNER INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — FRANKLIN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220750 FRANKLIN RESOURCES INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | CAG ConAgra Brands, Inc. | Buy | 316.1estimated | $25.31 | $1,001 – $15,000 | 8220750 CONAGRA BRANDS INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — D.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220750 D.R. HORTON, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | MTB M&T Bank Corporation | Buy | 40.9estimated | $195.60 | $1,001 – $15,000 | 8220750 M&T BANK CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | KEY KeyCorp | Buy | 462.46estimated | $17.30 | $1,001 – $15,000 | 8220750 KEYCORP CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | PWR Quanta Services, Inc. | Buy | 22.39estimated | $357.33 | $1,001 – $15,000 | 8220750 QUANTA SERVICES INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | YUM Yum! Brands, Inc. | Buy | 63.39estimated | $126.22 | $1,001 – $15,000 | 8220750 YUM BRANDS, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — ISMN | Buy | — | — | $1,001 – $15,000 | 8220750 ISMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | GIS General Mills, Inc. | Buy | 134.87estimated | $59.32 | $1,001 – $15,000 | 8220750 GENERAL MILLS INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | COR Cencora, Inc. | Buy | 32.4estimated | $246.96 | $1,001 – $15,000 | 8220750 CENCORA INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | T AT&T Inc. | Buy | 358.45estimated | $22.32 | $1,001 – $15,000 | 8220750 AT&T INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | IR Ingersoll Rand Inc. | Buy | 84.9estimated | $94.23 | $1,001 – $15,000 | 8220750 INGERSOLL RAND INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | CL Colgate-Palmolive Company | Buy | 91.38estimated | $87.55 | $1,001 – $15,000 | 8220750 COLGATE-PALMOLIVE CO CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | CSX CSX Corporation | Buy | 240.69estimated | $33.24 | $1,001 – $15,000 | 8220750 CSX CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 8220750 A VOTING |
Jan 22, 2025 Dependent | Feb 6, 2025 | NKE Nike, Inc. | Buy | 108.06estimated | $74.04 | $1,001 – $15,000 | 8220750 NIKE CLASS-B CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | C Citigroup, Inc. | Buy | 97.94estimated | $81.69 | $1,001 – $15,000 | 8220750 CITIGROUP INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | PRU Prudential Financial, Inc. | Buy | 68.18estimated | $117.35 | $1,001 – $15,000 | 8220750 IPRUDENTIAL FINANCIAL INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | TMUS T-Mobile US, Inc. | Buy | 36.67estimated | $218.18 | $1,001 – $15,000 | 8220750 I-MOBILE US, INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | JNJ Johnson & Johnson | Buy | 55.07estimated | $145.27 | $1,001 – $15,000 | 8220750 JOHNSON & JOHNSON CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | UBER Uber Technologies, Inc. | Buy | 117.97estimated | $67.82 | $1,001 – $15,000 | 8220750 UBER TECHNOLOGIES. INC. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | DIS Walt Disney Company (The) | Buy | 73.53estimated | $108.81 | $1,001 – $15,000 | 8220750 WALT DISNEY COMPANY (THE) CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — ADORE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220750 ADORE INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | MSI Motorola Solutions, Inc. | Receive | 16.95estimated | $471.92 | $1,001 – $15,000 | 8220750 MOTOROLA SOLUTIONS INC CMN |
Jan 22, 2025 Member | Feb 6, 2025 | MSFT Microsoft Corporation | Receive | 17.93estimated | $446.20 | $1,001 – $15,000 | 8220750 MICROSOFT CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | AJG Arthur J. Gallagher & Co. | Buy | 27.26estimated | $293.50 | $1,001 – $15,000 | 8220750 ARTHUR J GALLAGHER & CO CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | KHC The Kraft Heinz Company | Buy | 275.22estimated | $29.07 | $1,001 – $15,000 | 8220750 THE KRAFT HEINZ CO CMN |
Jan 22, 2025 Member | Feb 6, 2025 | DOW Dow Inc. Common Stock | Buy | 195.99estimated | $40.82 | $1,001 – $15,000 | 8220750 DOW INC CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | — ILNIPER NETWORKS, INC CMN * | Buy | — | — | $1,001 – $15,000 | 8220750 ILNIPER NETWORKS, INC CMN * |
Jan 22, 2025 Dependent | Feb 6, 2025 | — NEWMONT CORP CMN * | Buy | — | — | $1,001 – $15,000 | 8220750 NEWMONT CORP CMN * |
Jan 22, 2025 Member | Feb 6, 2025 | AFL AFLAC Incorporated | Buy | 76.71estimated | $104.30 | $1,001 – $15,000 | 8220750 AFLAC INCORPORATED CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | WRB W.R. Berkley Corporation | Buy | 135.49estimated | $59.05 | $1,001 – $15,000 | 8220750 W.R. BERKLEY CORPORATION CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | PH Parker-Hannifin Corporation | Buy | 11.86estimated | $674.49 | $1,001 – $15,000 | 8220750 PARKER-HANNIFIN CORP. CMN |
Jan 22, 2025 Dependent | Feb 6, 2025 | TGT Target Corporation | Buy | 58.93estimated | $135.77 | $1,001 – $15,000 | 8220750 TARGET CORPORATION CMN |
Jan 21, 2025 Dependent | Feb 6, 2025 | — NASDAQ INC. CMM | Buy | — | — | $1,001 – $15,000 | 8220750 NASDAQ INC. CMM |
Jan 21, 2025 Member | Feb 6, 2025 | GIS General Mills, Inc. | Buy | 133.21estimated | $60.06 | $1,001 – $15,000 | 8220750 P GENERAL MILLS INC CMN |
Jan 21, 2025 Spouse | Feb 6, 2025 | MET MetLife, Inc. | Buy | 92.09estimated | $86.88 | $1,001 – $15,000 | 8220750 IMETLIFE, INC. CMN |
Jan 21, 2025 Dependent | Feb 6, 2025 | MET MetLife, Inc. | Buy | 92.09estimated | $86.88 | $1,001 – $15,000 | 8220750 METLIFE, INC. CMN |
Jan 21, 2025 Dependent | Feb 6, 2025 | NDAQ Nasdaq, Inc. | Buy | 100.17estimated | $79.87 | $1,001 – $15,000 | 8220750 NASDAQ INC. CMN |
Jan 21, 2025 Dependent | Feb 6, 2025 | MET MetLife, Inc. | Buy | 92.09estimated | $86.88 | $1,001 – $15,000 | 8220750 METLIFE, INC. CMN |
Jan 21, 2025 Member | Feb 6, 2025 | GIS General Mills, Inc. | Buy | 133.21estimated | $60.06 | $1,001 – $15,000 | 8220750 GENERAL MILLS INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — GENERAL MILLS IN EMIN | Buy | — | — | $1,001 – $15,000 | 8220750 GENERAL MILLS IN EMIN |
Jan 17, 2025 Spouse | Feb 6, 2025 | BIIB Biogen Inc. | Buy | 56.92estimated | $140.55 | $1,001 – $15,000 | 8220750 BIOGEN INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CAG ConAgra Brands, Inc. | Buy | 309.86estimated | $25.82 | $1,001 – $15,000 | 8220750 CONAGRA BRANDS INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | FMC FMC Corporation | Buy | 149.74estimated | $53.43 | $1,001 – $15,000 | 8220750 FMC CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | AMD Advanced Micro Devices, Inc. | Buy | 65.87estimated | $121.46 | $1,001 – $15,000 | 8220750 ADVANCED MICRO DEVICES, INC. CMN x |
Jan 17, 2025 Spouse | Feb 6, 2025 | INVH Invitation Homes Inc. | Buy | 255.44estimated | $31.32 | $1,001 – $15,000 | 8220750 INVITATION HOMES INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ULTA Ulta Beauty, Inc. | Buy | 19.75estimated | $405.01 | $1,001 – $15,000 | 8220750 JULTA BEAUTY INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ALGN Align Technology, Inc. | Buy | 35.68estimated | $224.23 | $1,001 – $15,000 | 8220750 ALIGN TECHNOLOGY, INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | AKAM Akamai Technologies, Inc. | Buy | 87.91estimated | $91.01 | $1,001 – $15,000 | 8220750 AKAMAI TECHNOLOGIES, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | HSY The Hershey Company | Buy | 52.34estimated | $152.87 | $1,001 – $15,000 | 8220750 THE HERSHEY COMPANY CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | MRNA Moderna, Inc. | Buy | 234.89estimated | $34.06 | $1,001 – $15,000 | 8220750 MODERNA, INC. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | LW Lamb Weston Holdings, Inc. Common Stock | Buy | 133.16estimated | $60.08 | $1,001 – $15,000 | 8220750 LAMB WESTON HOLDINGS, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | HRL Hormel Foods Corporation | Buy | 267.31estimated | $29.93 | $1,001 – $15,000 | 8220750 HORMEL FOODS CORPORATION CMN |
Jan 17, 2025 Member | Feb 6, 2025 | SJM The J.M. Smucker Company | Buy | 78.33estimated | $102.14 | $1,001 – $15,000 | 8220750 M. SMUCKER COMPANY (THE) CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ENPH Enphase Energy, Inc. | Buy | 125.62estimated | $63.69 | $1,001 – $15,000 | 8220750 ENPHASE ENERGY, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | HPQ HP Inc. | Buy | 246.09estimated | $32.51 | $1,001 – $15,000 | 8220750 HP. INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | MGM MGM Resorts International | Buy | 243.55estimated | $32.85 | $1,001 – $15,000 | 8220750 MGM RESORTS INTERNATIONAL CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | GPN Global Payments Inc. | Buy | 73.79estimated | $108.42 | $1,001 – $15,000 | 8220750 GLOBAL PAYMENTS INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | HUM Humana Inc. | Buy | 28.31estimated | $282.63 | $1,001 – $15,000 | 8220750 HUMANA INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | PTC PTC Inc. | Buy | 42.6estimated | $187.79 | $1,001 – $15,000 | 8220750 IPTC INC. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | CFG Citizens Financial Group, Inc. | Buy | 168.29estimated | $47.54 | $1,001 – $15,000 | 8220750 CITIZENS FINANCIAL GROUP, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | DRI Darden Restaurants, Inc. | Buy | 44.02estimated | $181.75 | $1,001 – $15,000 | 8220750 DARDEN RESTAURANTS, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | SHW Sherwin-Williams Company (The) | Buy | 22.6estimated | $353.98 | $1,001 – $15,000 | 8220750 SHERWIN-WILLIAMS CO CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | KLAC KLA Corporation | Buy | 105.62estimated | $75.75 | $1,001 – $15,000 | 8220750 KLA CORP CMN |
Jan 17, 2025 Member | Feb 6, 2025 | DG Dollar General Corporation | Buy | 116.9estimated | $68.44 | $1,001 – $15,000 | 8220750 DOLLAR GENERAL CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | KHC The Kraft Heinz Company | Buy | 273.33estimated | $29.27 | $1,001 – $15,000 | 8220750 THE KRAFT HEINZ CO CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | KEYS Keysight Technologies Inc. | Buy | 48.29estimated | $165.69 | $1,001 – $15,000 | 8220750 KEYSIGHT TECHNOLOGIES, INC. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | — P ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220750 P ELECTRONIC ARTS CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CMG Chipotle Mexican Grill, Inc. | Buy | 139.09estimated | $57.52 | $1,001 – $15,000 | 8220750 CHIPOTLE MEXICAN GRILL, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | NASC CAN CLASS N | Buy | — | — | $1,001 – $15,000 | 8220750 CS CORPORATION CAN |
Jan 17, 2025 Member | Feb 6, 2025 | LEN Lennar Corporation Class A | Buy | 58.82estimated | $136.01 | $1,001 – $15,000 | 8220750 P LENNAR CORPORATION CMN |
Jan 17, 2025 Member | Feb 6, 2025 | AAPL Apple Inc. | Buy | 34.79estimated | $229.98 | $1,001 – $15,000 | 8220750 APPLE INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — KEURIG OR PEPPER INC OMN | Buy | — | — | $1,001 – $15,000 | 8220750 KEURIG OR PEPPER INC OMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — FRANKLIN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220750 FRANKLIN RESOURCES INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CHD Church & Dwight Company, Inc. | Buy | 75.14estimated | $106.47 | $1,001 – $15,000 | 8220750 CHURCH & DWIGHT CO., INC. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | PCAR PACCAR Inc. | Buy | 72.51estimated | $110.33 | $1,001 – $15,000 | 8220750 P _ PACCAR INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — FEDEX CORPORATION CN | Buy | — | — | $1,001 – $15,000 | 8220750 FEDEX CORPORATION CN |
Jan 17, 2025 Spouse | Feb 6, 2025 | NKE Nike, Inc. | Buy | 112.94estimated | $70.84 | $1,001 – $15,000 | 8220750 NIKE CLASS-E CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | MCK McKesson Corporation | Buy | 13.5estimated | $592.57 | $1,001 – $15,000 | 8220750 MCKESSON CORPORATION CMN |
Jan 17, 2025 Member | Feb 6, 2025 | PRU Prudential Financial, Inc. | Buy | 67.23estimated | $119.01 | $1,001 – $15,000 | 8220750 P PRUDENTIAL FINANCIAL INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | KMB Kimberly-Clark Corporation | Buy | 62.89estimated | $127.22 | $1,001 – $15,000 | 8220750 KIMBERLY-CLARK CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | IR Ingersoll Rand Inc. | Buy | 87.08estimated | $91.88 | $1,001 – $15,000 | 8220750 INGERSOLL RAND INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — KELLANOVA CMN | Receive | — | — | $1,001 – $15,000 | 8220750 KELLANOVA CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | GIS General Mills, Inc. | Buy | 134.17estimated | $59.63 | $1,001 – $15,000 | 8220750 GENERAL MILLS INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | FISV Fiserv, Inc. | Receive | 38.36estimated | $208.58 | $1,001 – $15,000 | 8220750 FISERV, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | PPG PPG Industries, Inc. | Buy | 66.54estimated | $120.24 | $1,001 – $15,000 | 8220750 PPG INDUSTRIES, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | BKNG Booking Holdings Inc. | Buy | 40.6estimated | $197.07 | $1,001 – $15,000 | 8220750 BOOKING HOLDINGS INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | AFL AFLAC Incorporated | Buy | 75.13estimated | $106.49 | $1,001 – $15,000 | 8220750 AFLAC INCORPORATED CMN |
Jan 17, 2025 Member | Feb 6, 2025 | MSI Motorola Solutions, Inc. | Buy | 17.21estimated | $464.86 | $1,001 – $15,000 | 8220750 P MOTOROLA SOLUTIONS INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | COR Cencora, Inc. | Buy | 33.05estimated | $242.05 | $1,001 – $15,000 | 8220750 CENCORA INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | HUBB Hubbell Inc | Buy | 18.29estimated | $437.38 | $1,001 – $15,000 | 8220750 HUBBELL INCORPORATED CMN |
Jan 17, 2025 Member | Feb 6, 2025 | TROW T. Rowe Price Group, Inc. | Buy | 70.67estimated | $113.21 | $1,001 – $15,000 | 8220750 P I. ROWE PRICE GROUP, INC. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | ABBV AbbVie Inc. | Buy | 46.63estimated | $171.56 | $1,001 – $15,000 | 8220750 P ABBVIE INC CMN |
Jan 17, 2025 Member | Feb 6, 2025 | DOV Dover Corporation | Buy | 41.01estimated | $195.08 | $1,001 – $15,000 | 8220750 P DOVER CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ADBE Adobe Inc. | Buy | 18.61estimated | $429.99 | $1,001 – $15,000 | 8220750 ADOBE INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | AME AMETEK, Inc. | Buy | 44.27estimated | $180.73 | $1,001 – $15,000 | 8220750 AMETEK INC (NEW) CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | NDAQ Nasdaq, Inc. | Buy | 101.49estimated | $78.83 | $1,001 – $15,000 | 8220750 NASDAQ INC. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | — INTUITINCCMN | Buy | — | — | $1,001 – $15,000 | 8220750 INTUITINCCMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | WM Waste Management, Inc. | Buy | 37.79estimated | $211.71 | $1,001 – $15,000 | 8220750 WASTE MANAGEMENT INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 81.7estimated | $97.92 | $1,001 – $15,000 | 8220750 MERCK & CO., INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CPRT Copart, Inc. (DE) | Buy | 140.61estimated | $56.90 | $1,001 – $15,000 | 8220750 COPART, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CDNS Cadence Design Systems, Inc. | Buy | 26.18estimated | $305.60 | $1,001 – $15,000 | 8220750 CADENCE DESIGN SYSTEMS INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | JNJ Johnson & Johnson | Buy | 54.41estimated | $147.03 | $1,001 – $15,000 | 8220750 JOHNSON & JOHNSON CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | UBER Uber Technologies, Inc. | Buy | 118.81estimated | $67.34 | $1,001 – $15,000 | 8220750 UBER TECHNOLOGIES, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CSGP CoStar Group, Inc. | Buy | 108.33estimated | $73.85 | $1,001 – $15,000 | 8220750 COSTAR GROUP, INC. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | DE Deere & Company | Buy | 17.57estimated | $455.44 | $1,001 – $15,000 | 8220750 P DEERE & COMPANY CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220750 CROWN CASTLE INTL CORP CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | FDS FactSet Research Systems Inc. | Buy | 17.28estimated | $462.99 | $1,001 – $15,000 | 8220750 FACTSET RESEARCH SYSTEMS INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ECL Ecolab Inc. | Buy | 33.7estimated | $237.42 | $1,001 – $15,000 | 8220750 LECOLAB INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | NSC Norfolk Southern Corporation | Buy | 32.61estimated | $245.34 | $1,001 – $15,000 | 8220750 NORFOLK SOUTHERN CORP CMN |
Jan 17, 2025 Member | Feb 6, 2025 | — LOMN | Buy | — | — | $1,001 – $15,000 | 8220750 LOMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — SYSCO CORPORATION CM | Buy | — | — | $1,001 – $15,000 | 8220750 SYSCO CORPORATION CM |
Jan 17, 2025 Spouse | Feb 6, 2025 | VLTO Veralto Corp Common Stock | Buy | 77.72estimated | $102.94 | $1,001 – $15,000 | 8220750 VERALTO CORPORATION CMN |
Jan 17, 2025 Member | Feb 6, 2025 | — P B HUNT TRANS SVCS INC OMN x | Buy | — | — | $1,001 – $15,000 | 8220750 P B HUNT TRANS SVCS INC OMN x |
Jan 17, 2025 Spouse | Feb 6, 2025 | BRO Brown & Brown, Inc. | Buy | 75.8estimated | $105.55 | $1,001 – $15,000 | 8220750 BROWN & BROWN, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — ROLLINS INC. REGOFF SCTASK0796638 | Buy | — | — | $1,001 – $15,000 | 8220750 ROLLINS INC. REGOFF SCTASK0796638 |
Jan 17, 2025 Spouse | Feb 6, 2025 | WRB W.R. Berkley Corporation | Buy | 134.46estimated | $59.50 | $1,001 – $15,000 | 8220750 W.R. BERKLEY CORPORATION CMN |
Jan 17, 2025 Member | Feb 6, 2025 | LUV Southwest Airlines Company | Buy | 249.24estimated | $32.10 | $1,001 – $15,000 | 8220750 SOUTHWEST AIRLINES CO CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | O Realty Income Corporation | Buy | 146.48estimated | $54.62 | $1,001 – $15,000 | 8220750 REALTY INCOME CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | BALL Ball Corporation | Buy | 147.37estimated | $54.29 | $1,001 – $15,000 | 8220750 BALL CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — LIMMER BIOMET HOLDINGS INC | Buy | — | — | $1,001 – $15,000 | 8220750 LIMMER BIOMET HOLDINGS INC |
Jan 17, 2025 Spouse | Feb 6, 2025 | GEN Gen Digital Inc. | Buy | 290.72estimated | $27.52 | $1,001 – $15,000 | 8220750 GEN DIGITAL INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220750 CORNING INCORPORATED CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | DELL Dell Technologies Inc. Class C Common Stock | Buy | 72.97estimated | $109.64 | $1,001 – $15,000 | 8220750 DELL TECHNOLOGIES INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | VTRS Viatris Inc. | Buy | 708.01estimated | $11.30 | $1,001 – $15,000 | 8220750 VIATRIS INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — COOPER COS INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220750 COOPER COS INC/THE CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8220750 EQUITY RESIDENTIAL CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | EMN Eastman Chemical Company | Buy | 85.83estimated | $93.21 | $1,001 – $15,000 | 8220750 EASTMAN CHEMICAL COMPANY CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CNC Centene Corporation | Buy | 128.52estimated | $62.25 | $1,001 – $15,000 | 8220750 CENTENE CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220750 HOLOGIC INCORPORATED CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220750 BERKSHIRE HATHAWAY INC. CLASS B |
Jan 17, 2025 Spouse | Feb 6, 2025 | SMCI Super Micro Computer, Inc. | Buy | 259.59estimated | $30.82 | $1,001 – $15,000 | 8220750 SUPER MICRO COMPUTER, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | MOH Molina Healthcare Inc | Buy | 27.95estimated | $286.21 | $1,001 – $15,000 | 8220750 MOLINA HEALTHCARE, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | TFC Truist Financial Corporation | Buy | 167.9estimated | $47.65 | $1,001 – $15,000 | 8220750 TRUIST FINANCIAL CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — CNCINNATI FINANCIAL CRP CMN | Buy | — | — | $1,001 – $15,000 | 8220750 CNCINNATI FINANCIAL CRP CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — AO. SMITH CORP (DEL) CMN | Buy | — | — | $1,001 – $15,000 | 8220750 AO. SMITH CORP (DEL) CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | PLTR Palantir Technologies Inc. Class A | Buy | 111.47estimated | $71.77 | $1,001 – $15,000 | 8220750 PALANTIR TECHNOLOGIES INC. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | — P LAVERY DENNISON CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220750 P LAVERY DENNISON CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | INCY Incyte Corp. | Buy | 111.23estimated | $71.93 | $1,001 – $15,000 | 8220750 LINCYTE CORPORATION CMN |
Jan 17, 2025 Member | Feb 6, 2025 | ADSK Autodesk, Inc. | Buy | 27.45estimated | $291.45 | $1,001 – $15,000 | 8220750 P AUTODESK, INC. CMN * |
Jan 17, 2025 Spouse | Feb 6, 2025 | HSIC Henry Schein, Inc. | Buy | 109.27estimated | $73.22 | $1,001 – $15,000 | 8220750 HENRY SCHEIN INC COMMON STOCK * |
Jan 17, 2025 Spouse | Feb 6, 2025 | MTB M&T Bank Corporation | Buy | 40.66estimated | $196.76 | $1,001 – $15,000 | 8220750 M&T BANK CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | SWK Stanley Black & Decker, Inc. | Buy | 94.94estimated | $84.27 | $1,001 – $15,000 | 8220750 STANLEY BLACK & DECKER, INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ISRG Intuitive Surgical, Inc. | Buy | 13.5estimated | $592.64 | $1,001 – $15,000 | 8220750 INTUITIVE SURGICAL, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | GPC Genuine Parts Company | Buy | 67.5estimated | $118.52 | $1,001 – $15,000 | 8220750 GENUINE PARTS CO. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — INTL.FLAVORS & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 8220750 INTL.FLAVORS & FRAGRANCE CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ROST Ross Stores, Inc. | Buy | 53.64estimated | $149.15 | $1,001 – $15,000 | 8220750 ROSS STORES, INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | OMC Omnicom Group Inc. | Buy | 93.7estimated | $85.38 | $1,001 – $15,000 | 8220750 OMNICOM GROUP CMN |
Jan 17, 2025 Member | Feb 6, 2025 | NTAP NetApp, Inc. | Buy | 65.53estimated | $122.09 | $1,001 – $15,000 | 8220750 P NETAPP, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | MSCI MSCI Inc. | Buy | 13.07estimated | $612.02 | $1,001 – $15,000 | 8220750 MSCI INC. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | BAX Baxter International Inc. | Buy | 258.25estimated | $30.98 | $1,001 – $15,000 | 8220750 P BAXTER INTERNATIONAL INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | AIZ Assurant, Inc. | Buy | 37.81estimated | $211.59 | $1,001 – $15,000 | 8220750 ASSURANT, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — CLOROX CO (THE) (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220750 CLOROX CO (THE) (DELAWARE) CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | NDSN Nordson Corporation | Buy | 36.97estimated | $216.38 | $1,001 – $15,000 | 8220750 NORDSON CORPORATION CMN |
Jan 17, 2025 Member | Feb 6, 2025 | — L..SP MARSH & MCLENNAN CO INC CMN | Buy | — | — | $1,001 – $15,000 | 8220750 L..SP MARSH & MCLENNAN CO INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | LII Lennox International, Inc. | Buy | 12.36estimated | $647.46 | $1,001 – $15,000 | 8220750 LENNOX INTERNATIONAL INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — IDEX CORPORATION COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8220750 IDEX CORPORATION COMMON STOCK |
Jan 17, 2025 Spouse | Feb 6, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220750 ICMN |
Jan 17, 2025 Member | Feb 6, 2025 | KVUE Kenvue Inc. | Buy | 379.17estimated | $21.10 | $1,001 – $15,000 | 8220750 P İKENVUE INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — ICMN * | Buy | — | — | $1,001 – $15,000 | 8220750 ICMN * |
Jan 17, 2025 Member | Feb 6, 2025 | SNA Snap-On Incorporated | Buy | 22.96estimated | $348.50 | $1,001 – $15,000 | 8220750 P SNAP-ON INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — CROWOSTRIKE HOLDINGS, INC. CMN _x | Buy | — | — | $1,001 – $15,000 | 8220750 CROWOSTRIKE HOLDINGS, INC. CMN _x |
Jan 17, 2025 Member | Feb 6, 2025 | EG Everest Group, Ltd. | Buy | 22.09estimated | $362.17 | $1,001 – $15,000 | 8220750 P EVEREST GROUP LTD CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | PANW Palo Alto Networks, Inc. | Buy | 45.17estimated | $177.11 | $1,001 – $15,000 | 8220750 PALO ALTO NETWORKS INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | HCA HCA Healthcare, Inc. | Buy | 25.77estimated | $310.45 | $1,001 – $15,000 | 8220750 HCA HEALTHCARE, INC CMN |
Jan 17, 2025 Member | Feb 6, 2025 | — IN CMN | Buy | — | — | $1,001 – $15,000 | 8220750 IN CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ORCL Oracle Corporation | Buy | 49.68estimated | $161.03 | $1,001 – $15,000 | 8220750 ORACLE CORPORATION CMN * |
Jan 17, 2025 Spouse | Feb 6, 2025 | YUM Yum! Brands, Inc. | Buy | 63.84estimated | $125.32 | $1,001 – $15,000 | 8220750 YUM BRANDS, INC. CMN x |
Jan 17, 2025 Spouse | Feb 6, 2025 | — BLACKROCK FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220750 BLACKROCK FUNDING, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | INTC Intel Corporation | Buy | 372.29estimated | $21.49 | $1,001 – $15,000 | 8220750 INTEL CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | TGT Target Corporation | Buy | 59.88estimated | $133.61 | $1,001 – $15,000 | 8220750 TARGET CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220750 BLACKSTONE GROUP INC/THE CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ABNB Airbnb, Inc. Class A | Buy | 59.21estimated | $135.12 | $1,001 – $15,000 | 8220750 AIRBNB, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — JUNIPER NETWORKS, INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8220750 JUNIPER NETWORKS, INC. CMN * |
Jan 17, 2025 Spouse | Feb 6, 2025 | VMC Vulcan Materials Company (Holding Company) | Buy | 29.62estimated | $270.10 | $1,001 – $15,000 | 8220750 VULCAN MATERIALS CO CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CPB The Campbell's Company | Buy | 205.25estimated | $38.98 | $1,001 – $15,000 | 8220750 THE CAMPBELL'S COMPANY CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — MASCO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220750 MASCO CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | MS Morgan Stanley | Buy | 58.03estimated | $137.87 | $1,001 – $15,000 | 8220750 MORGAN STANLEY CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | AMP Ameriprise Financial, Inc. | Buy | 14.49estimated | $552.19 | $1,001 – $15,000 | 8220750 AMERIPRISE FINANCIAL, INC. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | CARR Carrier Global Corporation Common Stock | Buy | 114.85estimated | $69.66 | $1,001 – $15,000 | 8220750 P CARRIER GLOBAL CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | PAYX Paychex, Inc. | Buy | 54.69estimated | $146.29 | $1,001 – $15,000 | 8220750 PAYCHEX, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — D.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220750 D.R. HORTON, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | IQV IQVIA Holdings, Inc. | Buy | 40.54estimated | $197.36 | $1,001 – $15,000 | 8220750 IQVIA HOLDINGS INC CMN |
Jan 17, 2025 Member | Feb 6, 2025 | ORLY O'Reilly Automotive, Inc. | Buy | 98.63estimated | $81.12 | $1,001 – $15,000 | 8220750 P O'REILLY AUTOMOTIVE, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | MET MetLife, Inc. | Buy | 92.19estimated | $86.78 | $1,001 – $15,000 | 8220750 METLIFE, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | MSFT Microsoft Corporation | Buy | 18.65estimated | $429.03 | $1,001 – $15,000 | 8220750 MICROSOFT CORPORATION CMN |
Jan 17, 2025 Member | Feb 6, 2025 | — P INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220750 P INTL BUSINESS MACHINES CORP CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | UNP Union Pacific Corporation | Buy | 34.15estimated | $234.26 | $1,001 – $15,000 | 8220750 UNION PACIFIC CORP. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | WDAY Workday, Inc. Class A | Buy | 32.05estimated | $249.64 | $1,001 – $15,000 | 8220750 P WORKDAY, INC. CMN |
Jan 17, 2025 Member | Feb 6, 2025 | SYK Stryker Corporation | Buy | 20.87estimated | $383.42 | $1,001 – $15,000 | 8220750 P... STRYKER CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220750 AMERICAN INTL GROUP, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | FTV Fortive Corporation Common Stock | Buy | 139.47estimated | $57.36 | $1,001 – $15,000 | 8220750 FORTIVE CORPORATION CMN * |
Jan 17, 2025 Spouse | Feb 6, 2025 | — THERMO FISHER SCIENTIFIC INC OMN | Buy | — | — | $1,001 – $15,000 | 8220750 THERMO FISHER SCIENTIFIC INC OMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | KO Coca-Cola Company (The) | Buy | 127.58estimated | $62.71 | $1,001 – $15,000 | 8220750 COCA-COLA COMPANY (THE) CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CDW CDW Corporation | Buy | 42.39estimated | $188.73 | $1,001 – $15,000 | 8220750 CDW CORPORATION CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ABT Abbott Laboratories | Buy | 70.5estimated | $113.48 | $1,001 – $15,000 | 8220750 ABBOTT LABORATORIES CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — REPUBUC SERVICES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220750 REPUBUC SERVICES INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CVS CVS Health Corporation | Buy | 152.04estimated | $52.62 | $1,001 – $15,000 | 8220750 ICVS HEALTH CORP CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | XYL Xylem Inc. Common Stock New | Buy | 66.86estimated | $119.66 | $1,001 – $15,000 | 8220750 XYLEM INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | EMR Emerson Electric Company | Buy | 64.25estimated | $124.53 | $1,001 – $15,000 | 8220750 JEMERSON ELECTRIC CO. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | PH Parker-Hannifin Corporation | Buy | 11.95estimated | $669.46 | $1,001 – $15,000 | 8220750 PARKER-HANNIFIN CORP. CMN x |
Jan 17, 2025 Spouse | Feb 6, 2025 | ROP Roper Technologies, Inc. | Buy | 15.32estimated | $522.32 | $1,001 – $15,000 | 8220750 ROPER TECHNOLOGIES INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | SNPS Synopsys, Inc. | Buy | 15.19estimated | $526.70 | $1,001 – $15,000 | 8220750 SYNOPSYS INC. CMN x |
Jan 17, 2025 Spouse | Feb 6, 2025 | FAST Fastenal Company | Buy | 210.32estimated | $38.04 | $1,001 – $15,000 | 8220750 FASTENAL COMPANY CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 23.1estimated | $346.28 | $1,001 – $15,000 | 8220750 EATON CORP PLC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | LIN Linde plc Ordinary Shares | Buy | 18.35estimated | $436.00 | $1,001 – $15,000 | 8220750 LINDE PLC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | PFE Pfizer, Inc. | Buy | 304.2estimated | $26.30 | $1,001 – $15,000 | 8220750 PFIZER INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | GWW W.W. Grainger, Inc. | Buy | 7.18estimated | $1,114 | $1,001 – $15,000 | 8220750 W.W. GRAINGER INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CI The Cigna Group | Buy | 28.17estimated | $283.99 | $1,001 – $15,000 | 8220750 CIGNA GROUP/THE CMN |
Jan 17, 2025 Member | Feb 6, 2025 | MDLZ Mondelez International, Inc. Class A | Buy | 138.27estimated | $57.86 | $1,001 – $15,000 | 8220750 P MONDELEZ INTERNATIONAL, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | AMGN Amgen Inc. | Buy | 29.4estimated | $272.11 | $1,001 – $15,000 | 8220750 AMGEN INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | AMAT Applied Materials, Inc. | Buy | 41.66estimated | $192.05 | $1,001 – $15,000 | 8220750 APPLIED MATERIALS INC CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | ITW Illinois Tool Works Inc. | Buy | 31.21estimated | $256.38 | $1,001 – $15,000 | 8220750 ILLINOIS TOOL WORKS CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | CL Colgate-Palmolive Company | Buy | 90.21estimated | $88.69 | $1,001 – $15,000 | 8220750 COLGATE PALMOLIVE CO CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | PEP PepsiCo, Inc. | Buy | 53.97estimated | $148.25 | $1,001 – $15,000 | 8220750 PEPSICO, INC. CMN |
Jan 17, 2025 Spouse | Feb 6, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220750 ICMN |
Jan 16, 2025 Dependent | Feb 6, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220750 CATERPILLAR INC (DELAWARE) CMN |
Jan 16, 2025 Dependent | Feb 6, 2025 | CEG Constellation Energy Corporation Common Stock | Buy | 25.38estimated | $315.24 | $1,001 – $15,000 | 8220750 CONSTELLATION ENERGY CORP CMN |
Jan 16, 2025 Dependent | Feb 6, 2025 | COP ConocoPhillips | Buy | 75.76estimated | $105.61 | $1,001 – $15,000 | 8220750 CONOCOPHILLIPS CMN |
Jan 16, 2025 Member | Feb 6, 2025 | EXR Extra Space Storage Inc | Buy | 52.77estimated | $151.60 | $1,001 – $15,000 | 8220750 EXTRA SPACE STORAGE INC. CMN |
Jan 16, 2025 Spouse | Feb 6, 2025 | MET MetLife, Inc. | Buy | 93.15estimated | $85.89 | $1,001 – $15,000 | 8220750 METLIFE, INC. CMN |
Jan 16, 2025 Dependent | Feb 6, 2025 | MET MetLife, Inc. | Buy | 93.15estimated | $85.89 | $1,001 – $15,000 | 8220750 METLIFE, INC. CMN |
Jan 15, 2025 Dependent | May 12, 2025 | — LOWES COMPANIES INC OMN | Buy | — | — | $1,001 – $15,000 | 8220906 LOWES COMPANIES INC OMN |
Jan 15, 2025 Dependent | May 12, 2025 | — IREWITY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220906 IREWITY INC CMN |
Jan 15, 2025 Spouse | Feb 6, 2025 | — CATEAPILLAR INC (DELAWARE) CMN | Receive | — | — | $1,001 – $15,000 | 8220750 CATEAPILLAR INC (DELAWARE) CMN |
Jan 15, 2025 Spouse | Feb 6, 2025 | — METLIFE, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220750 METLIFE, INC. CMIN |
Jan 15, 2025 Dependent | Feb 6, 2025 | WFC Wells Fargo & Company | Buy | 105.34estimated | $75.95 | $1,001 – $15,000 | 8220750 WELLS FARGO & COMPANY CMN |
Jan 15, 2025 Dependent | Feb 6, 2025 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220750 CATERPILLAR INC (DELAWARE) CMN |
Jan 15, 2025 Dependent | Feb 6, 2025 | MET MetLife, Inc. | Buy | 94.2estimated | $84.93 | $1,001 – $15,000 | 8220750 METLIFE, INC. CMN |
Jan 15, 2025 Dependent | Feb 6, 2025 | GIS General Mills, Inc. | Buy | 137.21estimated | $58.31 | $1,001 – $15,000 | 8220750 GENERAL MILLS INC CMN |
Jan 14, 2025 Spouse | Feb 6, 2025 | WFC Wells Fargo & Company | Receive | 112.38estimated | $71.19 | $1,001 – $15,000 | 8220750 WELLS FARGO & COMPANY CMN |
Jan 14, 2025 Member | Feb 6, 2025 | GIS General Mills, Inc. | Buy | 136.11estimated | $58.78 | $1,001 – $15,000 | 8220750 P GENERAL MILLS INC CMN |
Jan 14, 2025 Spouse | Feb 6, 2025 | MET MetLife, Inc. | Buy | 95.44estimated | $83.83 | $1,001 – $15,000 | 8220750 METLIFE, INC. CMN |
Jan 14, 2025 Dependent | Feb 6, 2025 | WFC Wells Fargo & Company | Receive | 112.38estimated | $71.19 | $1,001 – $15,000 | 8220750 WELLS FARGO & COMPANY CMN |
Jan 14, 2025 Dependent | Feb 6, 2025 | WFC Wells Fargo & Company | Buy | 112.38estimated | $71.19 | $1,001 – $15,000 | 8220750 WELLS FARGO & COMPANY CMN |
Jan 14, 2025 Dependent | Feb 6, 2025 | MET MetLife, Inc. | Buy | 95.44estimated | $83.83 | $1,001 – $15,000 | 8220750 METLIFE, INC. CMN |
Jan 14, 2025 Spouse | Feb 6, 2025 | — BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8220750 BASKET OF INDICES |
Jan 14, 2025 Dependent | Feb 6, 2025 | GIS General Mills, Inc. | Buy | 136.11estimated | $58.78 | $1,001 – $15,000 | 8220750 GENERAL MILLS INC CMN |
Jan 14, 2025 Dependent | Feb 6, 2025 | — BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8220750 BASKET OF INDICES |
Jan 13, 2025 Spouse | Feb 6, 2026 | — GLOBAL PAYMENTS INC. OMN | Buy | — | — | $1,001 – $15,000 | 8221322 GLOBAL PAYMENTS INC. OMN |
Jan 13, 2025 Spouse | Feb 6, 2025 | WFC Wells Fargo & Company | Receive | 113.43estimated | $70.53 | $1,001 – $15,000 | 8220750 WELLS FARGO & COMPANY CMN |
Jan 13, 2025 Spouse | Feb 6, 2025 | GIS General Mills, Inc. | Buy | 134.85estimated | $59.33 | $1,001 – $15,000 | 8220750 GENERAL MILLS INC CMN |
Jan 13, 2025 Dependent | Feb 6, 2025 | WFC Wells Fargo & Company | Buy | 113.43estimated | $70.53 | $1,001 – $15,000 | 8220750 WELLS FARGO & COMPANY CMN |
Jan 13, 2025 Dependent | Feb 6, 2025 | GIS General Mills, Inc. | Buy | 134.85estimated | $59.33 | $1,001 – $15,000 | 8220750 GENERAL MILLS INC CMN |
Jan 10, 2025 Member | Feb 6, 2025 | — se. SERIESA | Buy | — | — | $1,001 – $15,000 | 8220750 se. SERIESA |
Jan 8, 2025 Dependent | Feb 6, 2025 | PH Parker-Hannifin Corporation | Buy | 12.47estimated | $641.50 | $1,001 – $15,000 | 8220750 PARKER-HANNIFIN CORP. CMN |
Jan 7, 2025 Spouse | Feb 6, 2025 | PH Parker-Hannifin Corporation | Receive | 12.59estimated | $635.23 | $1,001 – $15,000 | 8220750 PARKER-HANNIFIN CORP. CMN |
Jan 6, 2025 Spouse | Feb 6, 2025 | CL Colgate-Palmolive Company | Buy | 91.39estimated | $87.54 | $1,001 – $15,000 | 8220750 COLGATE-PALMOLIVE CO CMN |
Jan 6, 2025 Spouse | Feb 6, 2025 | LH Labcorp Holdings Inc. | Buy | 34.8estimated | $229.92 | $1,001 – $15,000 | 8220750 LABCORP HOLDINGS INC CMN |
Jan 6, 2025 Dependent | Feb 6, 2025 | LH Labcorp Holdings Inc. | Buy | 34.8estimated | $229.92 | $1,001 – $15,000 | 8220750 LABCORP HOLDINGS INC CMN |
Jan 5, 2025 Dependent | Feb 6, 2025 | CL Colgate-Palmolive Company | Buy | 88.75estimated | $90.15 | $1,001 – $15,000 | 8220750 COLGATE PALMOLIVE CO CMN |
Jan 3, 2025 Dependent | Feb 6, 2025 | CL Colgate-Palmolive Company | Buy | 88.75estimated | $90.15 | $1,001 – $15,000 | 8220750 COLGATE-PALMOLIVE CO CMN |
Jan 3, 2025 Member | Feb 6, 2025 | DE Deere & Company | Buy | 18.95estimated | $422.22 | $1,001 – $15,000 | 8220750 OC /DEERE & COMPANY CMN |
Jan 3, 2025 Dependent | Feb 6, 2025 | DE Deere & Company | Buy | 18.95estimated | $422.22 | $1,001 – $15,000 | 8220750 DEERE & COMPANY CMN |
Jan 2, 2025 Dependent | Feb 6, 2026 | SBUX Starbucks Corporation | Buy | 86.8estimated | $92.17 | $1,001 – $15,000 | 8221322 STARBUCKS CORP. CMN |
Jan 2, 2025 Dependent | Feb 6, 2025 | ABT Abbott Laboratories | Buy | 70.53estimated | $113.44 | $1,001 – $15,000 | 8220750 ABBOTT LABORATORIES CMN |
Jan 2, 2025 Dependent | Feb 6, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220750 BERKSHIRE HATHAWAY INC. CLASS B |
Jan 2, 2025 Spouse | Feb 6, 2025 | PH Parker-Hannifin Corporation | Receive | 12.71estimated | $629.52 | $1,001 – $15,000 | 8220750 PARKER-HANNIFIN CORP, CMN |
Jan 2, 2025 Member | Feb 6, 2025 | WFC Wells Fargo & Company | Receive | 113.98estimated | $70.19 | $1,001 – $15,000 | 8220750 P WELLS FARGO & COMPANY CMN |
Jan 2, 2025 Spouse | Feb 6, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220750 BERKSHIRE HATHAWAY INC. CLASS B |
Jan 2, 2025 Member | Feb 6, 2025 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220750 CORNING INCORPORATED CMN |
Jan 2, 2025 Spouse | Feb 6, 2025 | ABT Abbott Laboratories | Buy | 70.53estimated | $113.44 | $1,001 – $15,000 | 8220750 ABBOTT LABORATORIES CMN |
Jan 2, 2025 Dependent | Feb 6, 2025 | PH Parker-Hannifin Corporation | Buy | 12.71estimated | $629.52 | $1,001 – $15,000 | 8220750 PARKER-HANNIFIN CORP. CMN |
Dec 31, 2024 Member | Jan 8, 2025 | OKTA Okta, Inc. Class A | Buy | 101.53estimated | $78.80 | $1,001 – $15,000 | 8220711 P._ OKTA, INC. CMN |
Dec 31, 2024 Spouse | Jan 8, 2025 | OKTA Okta, Inc. Class A | Buy | 101.53estimated | $78.80 | $1,001 – $15,000 | 8220711 OKTA, INC. CMN |
Dec 28, 2024 Dependent | Jan 8, 2025 | — METLİFE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220711 METLİFE, INC. CMN |
Dec 27, 2024 Spouse | Jan 8, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 219.01estimated | $36.53 | $1,001 – $15,000 | 8220711 SULTRA CLEAN HOLDINGS, INC CMN |
Dec 27, 2024 Spouse | Jan 8, 2025 | OKTA Okta, Inc. Class A | Buy | 98estimated | $81.64 | $1,001 – $15,000 | 8220711 OKTA, INC. CMN |
Dec 27, 2024 Member | Jan 8, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 219.01estimated | $36.53 | $1,001 – $15,000 | 8220711 P ULTRA CLEAN HOLDINGS, INC. CMN |
Dec 27, 2024 Member | Jan 8, 2025 | OKTA Okta, Inc. Class A | Buy | 98estimated | $81.64 | $1,001 – $15,000 | 8220711 P OKTA, INC. CMN |
Dec 26, 2024 Dependent | Jan 8, 2025 | UCTT Ultra Clean Holdings, Inc. | Buy | 215.76estimated | $37.08 | $1,001 – $15,000 | 8220711 ULTRA CLEAN HOLDINGS, INC. CMN |
Dec 26, 2024 Spouse | Jan 8, 2025 | CVS CVS Health Corporation | Buy | 178.11estimated | $44.92 | $1,001 – $15,000 | 8220711 CVS HEALTH CORP CMN |
Dec 26, 2024 Spouse | Jan 8, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220711 BERKSHIRE HATHAWAY INC. CLASS B |
Dec 26, 2024 Spouse | Jan 8, 2025 | ABBV AbbVie Inc. | Buy | 44.65estimated | $179.20 | $1,001 – $15,000 | 8220711 ABBVIE INC CMN |
Dec 26, 2024 Spouse | Jan 8, 2025 | LKQ LKQ Corporation | Buy | 216.23estimated | $37.00 | $1,001 – $15,000 | 8220711 LKQ CORPORATION CMN |
Dec 20, 2024 Dependent | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.93estimated | $92.03 | $1,001 – $15,000 | 8220711 COLGATE PALMOLIVE CO CMN |
Dec 20, 2024 Dependent | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.93estimated | $92.03 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 20, 2024 Member | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.93estimated | $92.03 | $1,001 – $15,000 | 8220711 P COLGATE-PALMOLIVE CO CMN |
Dec 20, 2024 Spouse | Jan 8, 2025 | OKTA Okta, Inc. Class A | Buy | 96.07estimated | $83.28 | $1,001 – $15,000 | 8220711 OKTA, INC. CMN |
Dec 20, 2024 Spouse | Jan 8, 2025 | OKTA Okta, Inc. Class A | Buy | 96.07estimated | $83.28 | $1,001 – $15,000 | 8220711 OKTA INC. CMN |
Dec 19, 2024 Dependent | Jan 8, 2025 | — UBS AG LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220711 UBS AG LINKED TO S&P 500 INDEX |
Dec 19, 2024 Dependent | Jan 8, 2025 | PEP PepsiCo, Inc. | Buy | 52.82estimated | $151.47 | $1,001 – $15,000 | 8220711 PEPSICO, INC. CMN |
Dec 19, 2024 Dependent | Jan 8, 2025 | SYK Stryker Corporation | Buy | 22.4estimated | $357.14 | $1,001 – $15,000 | 8220711 STRYKER CORPORATION CMN |
Dec 19, 2024 Spouse | Jan 8, 2025 | NDAQ Nasdaq, Inc. | Receive | 103.39estimated | $77.38 | $1,001 – $15,000 | 8220711 NASDAQ INC. CMN |
Dec 19, 2024 Spouse | Jan 8, 2025 | NDAQ Nasdaq, Inc. | Buy | 103.39estimated | $77.38 | $1,001 – $15,000 | 8220711 NASDAQ INC. CMN |
Dec 19, 2024 Spouse | Jan 8, 2025 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220711 S&P 500 INDEX |
Dec 19, 2024 Dependent | Jan 8, 2025 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220711 S&P 500 INDEX |
Dec 18, 2024 Dependent | Jan 8, 2025 | — NEWMONT.CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220711 NEWMONT.CORP CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | NDSN Nordson Corporation | Buy | 37.6estimated | $212.79 | $1,001 – $15,000 | 8220711 INORDSON CORPORATION CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | DOW Dow Inc. Common Stock | Buy | 199.27estimated | $40.15 | $1,001 – $15,000 | 8220711 DOW INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | INTC Intel Corporation | Buy | 414.53estimated | $19.30 | $1,001 – $15,000 | 8220711 INTEL CORPORATION CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | BAX Baxter International Inc. | Buy | 276.74estimated | $28.91 | $1,001 – $15,000 | 8220711 BAXTER INTERNATIONAL INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | LOW Lowe's Companies, Inc. | Buy | 32.03estimated | $249.81 | $1,001 – $15,000 | 8220711 LOWES COMPANIES INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | ABNB Airbnb, Inc. Class A | Buy | 62.73estimated | $127.54 | $1,001 – $15,000 | 8220711 (AIRBNB, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | F Ford Motor Company | Buy | 825.65estimated | $9.69 | $1,001 – $15,000 | 8220711 FORD MOTOR COMPANY CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | AMP Ameriprise Financial, Inc. | Buy | 15.27estimated | $523.93 | $1,001 – $15,000 | 8220711 AMERIPRISE FINANCIAL, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | PAYX Paychex, Inc. | Buy | 58.89estimated | $135.86 | $1,001 – $15,000 | 8220711 PAYCHEX, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | — INCYTE CORPORATION CMIN | Buy | — | — | $1,001 – $15,000 | 8220711 INCYTE CORPORATION CMIN |
Dec 18, 2024 Dependent | Jan 8, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220711 ICMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.26estimated | $92.75 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | BALL Ball Corporation | Buy | 143.87estimated | $55.61 | $1,001 – $15,000 | 8220711 BALL CORPORATION CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | AVY Avery Dennison Corporation | Buy | 42.82estimated | $186.85 | $1,001 – $15,000 | 8220711 AVERY DENNISON CORPORATION CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | WRB W.R. Berkley Corporation | Buy | 138.25estimated | $57.87 | $1,001 – $15,000 | 8220711 W.R. BERKLEY CORPORATION CMN |
Dec 18, 2024 Member | Jan 8, 2025 | — DEILKO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220711 DEILKO CORPORATION CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | — A.O. SMITH CORP (DEL) CMN | Buy | — | — | $1,001 – $15,000 | 8220711 A.O. SMITH CORP (DEL) CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | CVS CVS Health Corporation | Buy | 176.69estimated | $45.28 | $1,001 – $15,000 | 8220711 CVS HEALTH CORP CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | COR Cencora, Inc. | Buy | 35.25estimated | $226.99 | $1,001 – $15,000 | 8220711 CENCORA INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | HUM Humana Inc. | Buy | 33.36estimated | $239.85 | $1,001 – $15,000 | 8220711 (HUMANA INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | NSC Norfolk Southern Corporation | Buy | 33.64estimated | $237.80 | $1,001 – $15,000 | 8220711 NORFOLK SOUTHERN CORP CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | — ABSVIE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220711 ABSVIE INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | — COOPER COS INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220711 COOPER COS INC/THE CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | — PULTEGROUP INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220711 PULTEGROUP INC. CMN |
Dec 18, 2024 Member | Jan 8, 2025 | PPG PPG Industries, Inc. | Buy | 65.98estimated | $121.25 | $1,001 – $15,000 | 8220711 PPG INDUSTRIES, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 75.58estimated | $105.86 | $1,001 – $15,000 | 8220711 ZIMMER BIOMET HOLDINGS INC |
Dec 18, 2024 Dependent | Jan 8, 2025 | BIIB Biogen Inc. | Buy | 54.5estimated | $146.79 | $1,001 – $15,000 | 8220711 BIOGEN INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | MDLZ Mondelez International, Inc. Class A | Buy | 133.3estimated | $60.02 | $1,001 – $15,000 | 8220711 MONDELEZ INTERNATIONAL, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | JPM JP Morgan Chase & Co. | Buy | 34.73estimated | $230.37 | $1,001 – $15,000 | 8220711 JPMORGAN CHASE & CO CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | TFC Truist Financial Corporation | Buy | 185.58estimated | $43.11 | $1,001 – $15,000 | 8220711 TRUIST FINANCIAL CORPORATION CMN |
Dec 18, 2024 Member | Jan 8, 2025 | CI The Cigna Group | Buy | 28.33estimated | $282.41 | $1,001 – $15,000 | 8220711 CIGNA GROUP/THE CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | PNC PNC Financial Services Group, Inc. (The) | Buy | 41.68estimated | $191.96 | $1,001 – $15,000 | 8220711 PNC FINANCIAL SERVICES GROUP, CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | LEN Lennar Corporation Class A | Buy | 57.05estimated | $140.23 | $1,001 – $15,000 | 8220711 LENNAR CORPORATION CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | WFC Wells Fargo & Company | Buy | 116.35estimated | $68.76 | $1,001 – $15,000 | 8220711 WELLS FARGO & COMPANY CMN |
Dec 18, 2024 Member | Jan 8, 2025 | SWK Stanley Black & Decker, Inc. | Buy | 101.18estimated | $79.07 | $1,001 – $15,000 | 8220711 STANLEY BLACK & DECKER, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | GPC Genuine Parts Company | Buy | 69.21estimated | $115.59 | $1,001 – $15,000 | 8220711 GENUINE PARTS CO. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | IQV IQVIA Holdings, Inc. | Buy | 41.89estimated | $190.97 | $1,001 – $15,000 | 8220711 IQVIA HOLDINGS INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | ROST Ross Stores, Inc. | Buy | 53.84estimated | $148.60 | $1,001 – $15,000 | 8220711 ROSS STORES, INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | IVZ Invesco Ltd | Buy | 474.53estimated | $16.86 | $1,001 – $15,000 | 8220711 INVESCO LTD. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | FCX Freeport-McMoRan, Inc. | Buy | 206.68estimated | $38.71 | $1,001 – $15,000 | 8220711 FREEPORT-MCMORAN INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | INVH Invitation Homes Inc. | Buy | 253.1estimated | $31.61 | $1,001 – $15,000 | 8220711 INVITATION HOMES INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | CNC Centene Corporation | Buy | 134.48estimated | $59.49 | $1,001 – $15,000 | 8220711 CENTENE CORPORATION CMN |
Dec 18, 2024 Member | Jan 8, 2025 | TGT Target Corporation | Buy | 61.21estimated | $130.70 | $1,001 – $15,000 | 8220711 TARGET CORPORATION CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | IDXX IDEXX Laboratories, Inc. | Buy | 19.48estimated | $410.76 | $1,001 – $15,000 | 8220711 IDEXX LABORATORIES CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | ADBE Adobe Inc. | Buy | 18.13estimated | $441.31 | $1,001 – $15,000 | 8220711 ADOBE INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | TMO Thermo Fisher Scientific Inc | Buy | 15.5estimated | $516.18 | $1,001 – $15,000 | 8220711 THERMO FISHER SCIENTIFIC INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | PYPL PayPal Holdings, Inc. | Buy | 93.63estimated | $85.45 | $1,001 – $15,000 | 8220711 PAYPAL HOLDINGS, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | KEY KeyCorp | Buy | 471.73estimated | $16.96 | $1,001 – $15,000 | 8220711 KEYCORP CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | FITB Fifth Third Bancorp | Buy | 187.85estimated | $42.59 | $1,001 – $15,000 | 8220711 FIFTH THIRD BANCORP CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | — CMIN | Buy | — | — | $1,001 – $15,000 | 8220711 CMIN |
Dec 18, 2024 Dependent | Jan 8, 2025 | NKE Nike, Inc. | Buy | 104.04estimated | $76.90 | $1,001 – $15,000 | 8220711 NIKE CLASS-B CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | AMGN Amgen Inc. | Buy | 30.92estimated | $258.78 | $1,001 – $15,000 | 8220711 AMGEN INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | PFE Pfizer, Inc. | Buy | 309.02estimated | $25.89 | $1,001 – $15,000 | 8220711 PFIZER INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8220711 QUALCOMM INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | — D.R. MORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220711 D.R. MORTON, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | ELV Elevance Health, Inc. | Buy | 21.84estimated | $366.26 | $1,001 – $15,000 | 8220711 ELEVANCE HEALTH INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | TBBK The Bancorp Inc | Buy | 152.94estimated | $52.31 | $1,001 – $15,000 | 8220711 JU.S. BANCORP CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | PEP PepsiCo, Inc. | Buy | 51.81estimated | $154.43 | $1,001 – $15,000 | 8220711 PEPSICO, INC. CMN * |
Dec 18, 2024 Dependent | Jan 8, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 81.36estimated | $98.34 | $1,001 – $15,000 | 8220711 MERCK & CO., INC CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | PEP PepsiCo, Inc. | Buy | 51.81estimated | $154.43 | $1,001 – $15,000 | 8220711 PEPSICO, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | MRVL Marvell Technology, Inc. | Buy | 75.99estimated | $105.28 | $1,001 – $15,000 | 8220711 MARVELL TECHNOLOGY, INC. CMN * |
Dec 18, 2024 Dependent | Jan 8, 2025 | MDB MongoDB, Inc. Class A | Buy | 31.66estimated | $252.67 | $1,001 – $15,000 | 8220711 MONGODB, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | GOOGL Alphabet Inc. Class A | Buy | 42.47estimated | $188.40 | $1,001 – $15,000 | 8220711 ALPHABET INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | NEE NextEra Energy, Inc. | Buy | 113.45estimated | $70.52 | $1,001 – $15,000 | 8220711 NEXTERA ENERGY, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | AAPL Apple Inc. | Buy | 32.25estimated | $248.05 | $1,001 – $15,000 | 8220711 APPLE INC. CMN |
Dec 18, 2024 Spouse | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.26estimated | $92.75 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 18, 2024 Spouse | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.26estimated | $92.75 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 18, 2024 Member | Jan 8, 2025 | — DIC PEPSICO, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220711 DIC PEPSICO, INC. CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.26estimated | $92.75 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.26estimated | $92.75 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 18, 2024 Member | Jan 8, 2025 | OKTA Okta, Inc. Class A | Buy | 98.27estimated | $81.41 | $1,001 – $15,000 | 8220711 P OKTA, INC. CMN |
Dec 18, 2024 Member | Jan 8, 2025 | OKTA Okta, Inc. Class A | Buy | 98.27estimated | $81.41 | $1,001 – $15,000 | 8220711 P OKTA, INC. CMN |
Dec 18, 2024 Member | Jan 8, 2025 | JNJ Johnson & Johnson | Buy | 55.27estimated | $144.75 | $1,001 – $15,000 | 8220711 DO JOHNSON & JOHNSON CMN |
Dec 18, 2024 Dependent | Jan 8, 2025 | MRNA Moderna, Inc. | Buy | 208.56estimated | $38.36 | $1,001 – $15,000 | 8220711 MODERNA, INC. CMN |
Dec 17, 2024 Dependent | Jan 8, 2025 | PEP PepsiCo, Inc. | Buy | 51.24estimated | $156.14 | $1,001 – $15,000 | 8220711 PEPSICO, INC. CMN |
Dec 17, 2024 Spouse | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 85.58estimated | $93.49 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 17, 2024 Spouse | Jan 8, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220711 BERKSHIRE HATHAWAY INC. CLASS B |
Dec 17, 2024 Dependent | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 85.58estimated | $93.49 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 17, 2024 Dependent | Jan 8, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220711 BERKSHIRE HATHAWAY INC. CLASS B |
Dec 17, 2024 Spouse | Jan 8, 2025 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220711 CORNING INCORPORATED CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.1estimated | $92.92 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.1estimated | $92.92 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.1estimated | $92.92 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | ORCL Oracle Corporation | Buy | 46.72estimated | $171.23 | $1,001 – $15,000 | 8220711 LORACLE CORPORATION CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | CDW CDW Corporation | Buy | 45estimated | $177.79 | $1,001 – $15,000 | 8220711 CDW CORPORATION CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | GPC Genuine Parts Company | Buy | 67.47estimated | $118.58 | $1,001 – $15,000 | 8220711 GENUINE PARTS CO. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — LEMC CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220711 LEMC CORPORATION CMN |
Dec 16, 2024 Dependent | Jan 8, 2025 | PEP PepsiCo, Inc. | Buy | 51.28estimated | $156.02 | $1,001 – $15,000 | 8220711 PEPSICO, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | DOW Dow Inc. Common Stock | Buy | 199.46estimated | $40.11 | $1,001 – $15,000 | 8220711 DOW INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | HCA HCA Healthcare, Inc. | Buy | 25.84estimated | $309.60 | $1,001 – $15,000 | 8220711 HCA HEALTHCARE, INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | AVY Avery Dennison Corporation | Buy | 41.44estimated | $193.06 | $1,001 – $15,000 | 8220711 AVERY DENNISON CORPORATION CMN |
Dec 16, 2024 Member | Jan 8, 2025 | — P LIQVIA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220711 P LIQVIA HOLDINGS INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | SMCI Super Micro Computer, Inc. | Buy | 239.25estimated | $33.44 | $1,001 – $15,000 | 8220711 SUPER MICRO COMPUTER, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — D.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220711 D.R. HORTON, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | HAS Hasbro, Inc. | Buy | 131.54estimated | $60.82 | $1,001 – $15,000 | 8220711 HASBRO, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | PPG PPG Industries, Inc. | Buy | 65.24estimated | $122.64 | $1,001 – $15,000 | 8220711 PPG INDUSTRIES, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | KDP Keurig Dr Pepper Inc. | Buy | 241.56estimated | $33.12 | $1,001 – $15,000 | 8220711 KEURIG DR PEPPER INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — AIRBNE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220711 AIRBNE, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | ADBE Adobe Inc. | Buy | 17.33estimated | $461.53 | $1,001 – $15,000 | 8220711 ADOBE INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | MOH Molina Healthcare Inc | Buy | 27.08estimated | $295.48 | $1,001 – $15,000 | 8220711 MOLINA HEALTHCARE, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | EG Everest Group, Ltd. | Buy | 22.36estimated | $357.77 | $1,001 – $15,000 | 8220711 EVEREST GROUP LTD CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | CNC Centene Corporation | Buy | 135.21estimated | $59.17 | $1,001 – $15,000 | 8220711 CENTENE CORPORATION CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — HIDEX CORPORATION COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8220711 HIDEX CORPORATION COMMON STOCK |
Dec 16, 2024 Spouse | Jan 8, 2025 | — JINTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220711 JINTL BUSINESS MACHINES CORP CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | NSC Norfolk Southern Corporation | Buy | 32.95estimated | $242.82 | $1,001 – $15,000 | 8220711 NORFOLK SOUTHERN CORP CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | SNPS Synopsys, Inc. | Buy | 15.32estimated | $522.11 | $1,001 – $15,000 | 8220711 SYNOPSYS INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | BRO Brown & Brown, Inc. | Buy | 76.64estimated | $104.39 | $1,001 – $15,000 | 8220711 BROWN & BROWN, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220711 ICMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — I B HUNT TRANS SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220711 I B HUNT TRANS SVCS INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | ROP Roper Technologies, Inc. | Buy | 14.76estimated | $542.04 | $1,001 – $15,000 | 8220711 ROPER TECHNOLOGIES INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | CI The Cigna Group | Buy | 29.28estimated | $273.26 | $1,001 – $15,000 | 8220711 CIGNA GROUP/THE CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | VMC Vulcan Materials Company (Holding Company) | Buy | 28.88estimated | $277.00 | $1,001 – $15,000 | 8220711 VULCAN MATERIALS CO CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — (PAYCHEX, INC. CN | Buy | — | — | $1,001 – $15,000 | 8220711 (PAYCHEX, INC. CN |
Dec 16, 2024 Spouse | Jan 8, 2025 | AMAT Applied Materials, Inc. | Buy | 47.23estimated | $169.41 | $1,001 – $15,000 | 8220711 APPLIED MATERIALS INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220711 ICMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — COOPER COS INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220711 COOPER COS INC/THE CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — CAOWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220711 CAOWN CASTLE INTL CORP CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | TXN Texas Instruments Incorporated | Buy | 42.23estimated | $189.46 | $1,001 – $15,000 | 8220711 TEXAS INSTRUMENTS INC. CMN |
Dec 16, 2024 Member | Jan 8, 2025 | — so LA.O. SMITH CORP (DEL) CMN | Buy | — | — | $1,001 – $15,000 | 8220711 so LA.O. SMITH CORP (DEL) CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | MS Morgan Stanley | Buy | 62.01estimated | $129.03 | $1,001 – $15,000 | 8220711 MORGAN STANLEY CMN * |
Dec 16, 2024 Spouse | Jan 8, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 74.88estimated | $106.85 | $1,001 – $15,000 | 8220711 ZIMMER BIOMET HOLDINGS INC |
Dec 16, 2024 Spouse | Jan 8, 2025 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220711 DANAHER CORPORATION CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | PFE Pfizer, Inc. | Buy | 316.85estimated | $25.25 | $1,001 – $15,000 | 8220711 PFIZER INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | TMO Thermo Fisher Scientific Inc | Buy | 15.09estimated | $530.26 | $1,001 – $15,000 | 8220711 THERMO FISHER SCIENTIFIC INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | AMP Ameriprise Financial, Inc. | Buy | 14.54estimated | $550.24 | $1,001 – $15,000 | 8220711 AMERIPRISE FINANCIAL, INC. CMN |
Dec 16, 2024 Dependent | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.1estimated | $92.92 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — AMERICAN INT GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220711 AMERICAN INT GROUP, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | AMGN Amgen Inc. | Buy | 30.02estimated | $266.50 | $1,001 – $15,000 | 8220711 AMGEN INC. CMN |
Dec 16, 2024 Member | Jan 8, 2025 | — P CHUBB LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8220711 P CHUBB LIMITED CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | ROK Rockwell Automation, Inc. | Buy | 27.02estimated | $296.09 | $1,001 – $15,000 | 8220711 ROCKWELL AUTOMATION INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | UBER Uber Technologies, Inc. | Buy | 132.79estimated | $60.25 | $1,001 – $15,000 | 8220711 LUBER TECHNOLOGIES, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | ULTA Ulta Beauty, Inc. | Buy | 18.83estimated | $424.79 | $1,001 – $15,000 | 8220711 JULTA BEAUTY INC CMN * |
Dec 16, 2024 Spouse | Jan 8, 2025 | BLDR Builders FirstSource, Inc. | Buy | 49.83estimated | $160.57 | $1,001 – $15,000 | 8220711 BUILDERS FIRSTSOURCE, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | EMR Emerson Electric Company | Buy | 61.45estimated | $130.19 | $1,001 – $15,000 | 8220711 EMERSON ELECTRIC CO. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | GL Globe Life Inc. | Buy | 74.93estimated | $106.78 | $1,001 – $15,000 | 8220711 GLOBE LIFE INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | HSY The Hershey Company | Buy | 44.9estimated | $178.20 | $1,001 – $15,000 | 8220711 THE HERSHEY COMPANY CMN |
Dec 16, 2024 Member | Jan 8, 2025 | TGT Target Corporation | Buy | 60.4estimated | $132.45 | $1,001 – $15,000 | 8220711 P TARGET CORPORATION CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | JBL Jabil Inc. | Buy | 59.27estimated | $134.99 | $1,001 – $15,000 | 8220711 JABIL INC CMN * |
Dec 16, 2024 Spouse | Jan 8, 2025 | TFX Teleflex Incorporated | Buy | 45.14estimated | $177.25 | $1,001 – $15,000 | 8220711 TELEFLEX INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | NKE Nike, Inc. | Buy | 103.63estimated | $77.20 | $1,001 – $15,000 | 8220711 NIKE CLASS-B CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | SWKS Skyworks Solutions, Inc. | Buy | 88.15estimated | $90.76 | $1,001 – $15,000 | 8220711 SKYWORKS SOLUTIONS, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | ACGL Arch Capital Group Ltd. | Buy | 87.59estimated | $91.34 | $1,001 – $15,000 | 8220711 JARCH CAPITAL GROUP LTD. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | HPQ HP Inc. | Buy | 234estimated | $34.19 | $1,001 – $15,000 | 8220711 HP INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 8220711 A VOTING |
Dec 16, 2024 Member | Jan 8, 2025 | O Realty Income Corporation | Buy | 146.58estimated | $54.58 | $1,001 – $15,000 | 8220711 P REALTY INCOME CORPORATION CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | MDLZ Mondelez International, Inc. Class A | Buy | 130.11estimated | $61.49 | $1,001 – $15,000 | 8220711 MONDELEZ INTERNATIONAL, INC. CMN |
Dec 16, 2024 Member | Jan 8, 2025 | SOLV Solventum Corporation | Buy | 115.5estimated | $69.27 | $1,001 – $15,000 | 8220711 P SOLVENTUM CORPORATION CMN |
Dec 16, 2024 Member | Jan 8, 2025 | SYY Sysco Corporation | Buy | 100.95estimated | $79.25 | $1,001 – $15,000 | 8220711 P SYSCO CORPORATION CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — BAXTER INTERNATIONAL IN CMN | Buy | — | — | $1,001 – $15,000 | 8220711 BAXTER INTERNATIONAL IN CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | QRVO QORVO, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220711 QORVO, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — COAP CLASS A | Buy | — | — | $1,001 – $15,000 | 8220711 COAP CLASS A |
Dec 16, 2024 Spouse | Jan 8, 2025 | FCX Freeport-McMoRan, Inc. | Buy | 196.38estimated | $40.74 | $1,001 – $15,000 | 8220711 FREEPORT-MCMORAN INC CMN |
Dec 16, 2024 Dependent | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.1estimated | $92.92 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | GPN Global Payments Inc. | Buy | 70.2estimated | $113.96 | $1,001 – $15,000 | 8220711 GLOBAL PAYMENTS INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220711 ICMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220711 ICMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | MRNA Moderna, Inc. | Buy | 191.22estimated | $41.84 | $1,001 – $15,000 | 8220711 MODERNA, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | ENPH Enphase Energy, Inc. | Buy | 111.71estimated | $71.62 | $1,001 – $15,000 | 8220711 ENPHASE ENERGY, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — jCMN K | Buy | — | — | $1,001 – $15,000 | 8220711 jCMN K |
Dec 16, 2024 Spouse | Jan 8, 2025 | — EQUITY RESIDENTLAL CMN | Buy | — | — | $1,001 – $15,000 | 8220711 EQUITY RESIDENTLAL CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | ROST Ross Stores, Inc. | Buy | 53.37estimated | $149.92 | $1,001 – $15,000 | 8220711 ROSS STORES,INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — CING CAN | Buy | — | — | $1,001 – $15,000 | 8220711 CING CAN |
Dec 16, 2024 Spouse | Jan 8, 2025 | BIIB Biogen Inc. | Buy | 53.16estimated | $150.49 | $1,001 – $15,000 | 8220711 BIOGEN INC. CMN |
Dec 16, 2024 Member | Jan 8, 2025 | CL Colgate-Palmolive Company | Buy | 86.1estimated | $92.92 | $1,001 – $15,000 | 8220711 COLGATE-PALMOLIVE CO CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — IO-TECHNE CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220711 IO-TECHNE CORPORATION CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | TER Teradyne, Inc. | Buy | 61.79estimated | $129.48 | $1,001 – $15,000 | 8220711 TERADYNE INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | MU Micron Technology, Inc. | Buy | 73.9estimated | $108.26 | $1,001 – $15,000 | 8220711 MICRON TECHNOLOGY, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | WST West Pharmaceutical Services, Inc. | Buy | 24.2estimated | $330.57 | $1,001 – $15,000 | 8220711 WEST PHARMACEUTICAL SERVICES INC |
Dec 16, 2024 Spouse | Jan 8, 2025 | — EATON CORP PL CMN | Buy | — | — | $1,001 – $15,000 | 8220711 EATON CORP PL CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | SHW Sherwin-Williams Company (The) | Buy | 21.92estimated | $365.03 | $1,001 – $15,000 | 8220711 SHERWIN-WILLIAMS CO CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — OKTA, INC. CMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220711 OKTA, INC. CMIN CLASS A |
Dec 16, 2024 Spouse | Jan 8, 2025 | IDXX IDEXX Laboratories, Inc. | Buy | 18.59estimated | $430.47 | $1,001 – $15,000 | 8220711 LIDEXX LABORATORIES CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | NXPI NXP Semiconductors N.V. | Buy | 36.67estimated | $218.18 | $1,001 – $15,000 | 8220711 INXP SEMICONDUCTORS N.V. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | LEN Lennar Corporation Class A | Buy | 54.8estimated | $145.98 | $1,001 – $15,000 | 8220711 LENNAR CORPORATION CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | KEYS Keysight Technologies Inc. | Buy | 46.82estimated | $170.88 | $1,001 – $15,000 | 8220711 KEYSIGHT TECHNOLOGIES, INC. CMN |
Dec 16, 2024 Member | Jan 8, 2025 | HUM Humana Inc. | Buy | 30.72estimated | $260.46 | $1,001 – $15,000 | 8220711 P HUMANA INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | F Ford Motor Company | Buy | 800.85estimated | $9.99 | $1,001 – $15,000 | 8220711 FORD MOTOR COMPANY CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | MET MetLife, Inc. | Buy | 96.69estimated | $82.74 | $1,001 – $15,000 | 8220711 METLIFE, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | CSX CSX Corporation | Buy | 242.88estimated | $32.94 | $1,001 – $15,000 | 8220711 CSX CORPORATION CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | A Agilent Technologies, Inc. | Buy | 58.11estimated | $137.67 | $1,001 – $15,000 | 8220711 AGILENT TECHNOLOGIES, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220711 BLACKSTONE GROUP INC/THE CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | PRU Prudential Financial, Inc. | Buy | 66.33estimated | $120.61 | $1,001 – $15,000 | 8220711 PRUDENTIAL FINANCIAL INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — BLACKROCK FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220711 BLACKROCK FUNDING, INC. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220711 ICMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — LENE NERON PHARMACEUTICAL INC | Buy | — | — | $1,001 – $15,000 | 8220711 LENE NERON PHARMACEUTICAL INC |
Dec 16, 2024 Spouse | Jan 8, 2025 | SYK Stryker Corporation | Buy | 21.47estimated | $372.70 | $1,001 – $15,000 | 8220711 STRYKER CORPORATION CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | MRSH Marsh | Buy | 37.54estimated | $213.12 | $1,001 – $15,000 | 8220711 MARSH & MCLENNAN CO INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | ELV Elevance Health, Inc. | Buy | 21.43estimated | $373.30 | $1,001 – $15,000 | 8220711 ELEVANCE HEALTH INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | UNP Union Pacific Corporation | Buy | 34.35estimated | $232.89 | $1,001 – $15,000 | 8220711 UNION PACIFIC CORP. CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | ABT Abbott Laboratories | Buy | 71.04estimated | $112.62 | $1,001 – $15,000 | 8220711 ABBOTT LABORATORIES CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — LINDE PLE CMN | Buy | — | — | $1,001 – $15,000 | 8220711 LINDE PLE CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8220711 QUALCOMM INC CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 79.96estimated | $100.06 | $1,001 – $15,000 | 8220711 MERCK & CO., INC. CMN |
Dec 16, 2024 Member | Jan 8, 2025 | KO Coca-Cola Company (The) | Buy | 127.91estimated | $62.55 | $1,001 – $15,000 | 8220711 COCA-COLA COMPANY (THE) CMN |
Dec 16, 2024 Spouse | Jan 8, 2025 | OKTA Okta, Inc. Class A | Buy | 94.39estimated | $84.76 | $1,001 – $15,000 | 8220711 OKTA, INC. CMN |
Dec 15, 2024 Spouse | Jan 8, 2025 | PEP PepsiCo, Inc. | Buy | 50.65estimated | $157.97 | $1,001 – $15,000 | 8220711 PEPSICO, INC. CMN |
Dec 13, 2024 Dependent | Jan 8, 2025 | — JUSD | Buy | — | — | $1,001 – $15,000 | 8220711 JUSD |
Dec 13, 2024 Spouse | Jan 8, 2025 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220711 SPONSORED ADR CMN |
Dec 12, 2024 Dependent | Jan 8, 2025 | — P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220711 P 500 INDEX |
Dec 12, 2024 Member | Jan 8, 2025 | — P (AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220711 P (AMERICAN INTL GROUP, INC. CMN |
Dec 12, 2024 Dependent | Jan 8, 2025 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220711 AMERICAN INTL GROUP, INC. CMN |
Dec 11, 2024 Dependent | Jan 8, 2025 | — (USD | Buy | — | — | $1,001 – $15,000 | 8220711 (USD |
Dec 11, 2024 Spouse | Jan 8, 2025 | PINS Pinterest, Inc. Class A | Buy | 250.56estimated | $31.93 | $1,001 – $15,000 | 8220711 PINTEREST INC CMN |
Dec 11, 2024 Spouse | Jan 8, 2025 | PINS Pinterest, Inc. Class A | Buy | 250.56estimated | $31.93 | $1,001 – $15,000 | 8220711 PINTEREST INC CMN |
Dec 10, 2024 Dependent | Jan 8, 2025 | HD Home Depot, Inc. (The) | Buy | 18.93estimated | $422.59 | $1,001 – $15,000 | 8220711 THE HOME DEPOT, INC. CMN |
Dec 10, 2024 Dependent | Jan 8, 2025 | PH Parker-Hannifin Corporation | Buy | 11.8estimated | $677.93 | $1,001 – $15,000 | 8220711 PARKER-HANNIFIN CORP. CMN |
Dec 10, 2024 Dependent | Jan 8, 2025 | — INDICES | Buy | — | — | $1,001 – $15,000 | 8220711 INDICES |
Dec 6, 2024 Dependent | Jan 8, 2025 | LLY Eli Lilly and Company | Buy | 9.68estimated | $826.71 | $1,001 – $15,000 | 8220711 ELI LILLY & CO CMN |
Dec 6, 2024 Dependent | Jan 8, 2025 | AAPL Apple Inc. | Buy | 32.95estimated | $242.84 | $1,001 – $15,000 | 8220711 APPLE INC. CMN |
Dec 6, 2024 Dependent | Jan 8, 2025 | ABBV AbbVie Inc. | Buy | 45.41estimated | $176.19 | $1,001 – $15,000 | 8220711 ABBVIE INC CMN |
Dec 6, 2024 Dependent | Jan 8, 2025 | SBUX Starbucks Corporation | Buy | 79.92estimated | $100.11 | $1,001 – $15,000 | 8220711 STARBUCKS CORP. CMN |
Dec 6, 2024 Dependent | Jan 8, 2025 | NKE Nike, Inc. | Buy | 101.41estimated | $78.89 | $1,001 – $15,000 | 8220711 NiKE CLASS-B CMN |
Dec 6, 2024 Dependent | Jan 8, 2025 | — AMAZON COM INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220711 AMAZON COM INC CMIN |
Dec 5, 2024 Dependent | Jan 8, 2025 | BLDR Builders FirstSource, Inc. | Buy | 45.49estimated | $175.89 | $1,001 – $15,000 | 8220711 BUILDERS FIRSTSOURCE, INC. CMN |
Dec 5, 2024 Dependent | Jan 8, 2025 | DDOG Datadog, Inc. Class A | Buy | 48.98estimated | $163.35 | $1,001 – $15,000 | 8220711 DATADOG, INC. CMN |
Dec 5, 2024 Member | Jan 8, 2025 | — DCIWELLS FARGO & COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220711 DCIWELLS FARGO & COMPANY CMN |
Dec 5, 2024 Member | Jan 8, 2025 | TXN Texas Instruments Incorporated | Buy | 41.46estimated | $192.99 | $1,001 – $15,000 | 8220711 P TEXAS INSTRUMENTS INC. CMN |
Dec 5, 2024 Spouse | Jan 8, 2025 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220711 BERKSHIRE HATHAWAY INC. CLASS B |
Dec 5, 2024 Spouse | Jan 8, 2025 | — BUILDERS FIRSTSOURCE, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220711 BUILDERS FIRSTSOURCE, INC. OMN |
Dec 5, 2024 Dependent | Jan 8, 2025 | TXN Texas Instruments Incorporated | Buy | 41.46estimated | $192.99 | $1,001 – $15,000 | 8220711 TEXAS INSTRUMENTS INC. CMN |
Dec 5, 2024 Dependent | Jan 8, 2025 | — BERKSHIRE HATHAWAY INC. CA5S B | Buy | — | — | $1,001 – $15,000 | 8220711 BERKSHIRE HATHAWAY INC. CA5S B |
Dec 4, 2024 Dependent | Dec 5, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220691 BERKSHIRE HATHAWAY INC CLASS B |
Dec 3, 2024 Dependent | Jan 8, 2025 | — LUSD | Buy | — | — | $1,001 – $15,000 | 8220711 LUSD |
Dec 3, 2024 Member | Jan 8, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 22.69estimated | $352.54 | $1,001 – $15,000 | 8220711 ACCENTURE PLC CMN |
Dec 3, 2024 Dependent | Jan 8, 2025 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 22.69estimated | $352.54 | $1,001 – $15,000 | 8220711 ACCENTURE PLC CMN |
Dec 2, 2024 Dependent | Jan 8, 2025 | — TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220711 TO S&P 500 INDEX |
Dec 2, 2024 Spouse | Jan 8, 2025 | — IS&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220711 IS&P 500 INDEX |
Dec 2, 2024 Spouse | Jan 8, 2025 | — TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220711 TO S&P 500 INDEX |
Nov 27, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 263.87estimated | $30.32 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 27, 2024 Spouse | Dec 5, 2024 | UCTT Ultra Clean Holdings, Inc. | Buy | 213.86estimated | $37.41 | $1,001 – $15,000 | 8220691 ULTRA CLEAN HOLDINGS, INC. CMN |
Nov 27, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 263.87estimated | $30.32 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 26, 2024 Dependent | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 258.08estimated | $31.00 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 26, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 258.08estimated | $31.00 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 25, 2024 Dependent | Dec 5, 2024 | — COW CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220691 COW CORPORATION CMN |
Nov 25, 2024 Dependent | Dec 5, 2024 | HAS Hasbro, Inc. | Receive | 124.33estimated | $64.35 | $1,001 – $15,000 | 8220691 HASBRO, INC. CMN |
Nov 25, 2024 Dependent | Dec 5, 2024 | — TOMN EXPEDITORS INTERMATIONAL OF WA x 1 | Buy | — | — | $1,001 – $15,000 | 8220691 TOMN EXPEDITORS INTERMATIONAL OF WA x 1 |
Nov 25, 2024 Dependent | Dec 5, 2024 | IDXX IDEXX Laboratories, Inc. | Buy | 18.67estimated | $428.59 | $1,001 – $15,000 | 8220691 IDEXX LABORATORIES CMN |
Nov 25, 2024 Dependent | Dec 5, 2024 | — TOMN | Buy | — | — | $1,001 – $15,000 | 8220691 TOMN |
Nov 25, 2024 Member | Dec 5, 2024 | LOW Lowe's Companies, Inc. | Buy | 29.06estimated | $275.32 | $1,001 – $15,000 | 8220691 LOWES COMPANIES INC CMN |
Nov 25, 2024 Dependent | Dec 5, 2024 | LKQ LKQ Corporation | Buy | 201.22estimated | $39.76 | $1,001 – $15,000 | 8220691 ILKQ CORPORATION CMN |
Nov 25, 2024 Dependent | Dec 5, 2024 | — APTIV PLE CMN | Buy | — | — | $1,001 – $15,000 | 8220691 APTIV PLE CMN |
Nov 22, 2024 Member | Dec 5, 2024 | — P LINDE PLE CMIN | Buy | — | — | $1,001 – $15,000 | 8220691 P LINDE PLE CMIN |
Nov 22, 2024 Spouse | Dec 5, 2024 | — JIDEX CORPORATION COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8220691 JIDEX CORPORATION COMMON STOCK |
Nov 22, 2024 Member | Dec 5, 2024 | CHD Church & Dwight Company, Inc. | Buy | 71.5estimated | $111.90 | $1,001 – $15,000 | 8220691 P CHURCH & DWIGHT CO., INC. CMN |
Nov 22, 2024 Spouse | Dec 5, 2024 | AJG Arthur J. Gallagher & Co. | Buy | 26.29estimated | $304.29 | $1,001 – $15,000 | 8220691 ARTHUR J GALLAGHER & CO CMN |
Nov 22, 2024 Spouse | Dec 5, 2024 | AMP Ameriprise Financial, Inc. | Buy | 13.99estimated | $572.07 | $1,001 – $15,000 | 8220691 AMERIPRISE FINANCIAL, INC. CMN |
Nov 22, 2024 Spouse | Dec 5, 2024 | JNJ Johnson & Johnson | Buy | 51.56estimated | $155.17 | $1,001 – $15,000 | 8220691 JOHNSON & JOHNSON CMN |
Nov 21, 2024 Dependent | Dec 5, 2024 | — AMAZON.COM INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220691 AMAZON.COM INC CMIN |
Nov 21, 2024 Dependent | Dec 5, 2024 | DELL Dell Technologies Inc. Class C Common Stock | Buy | 57.59estimated | $138.92 | $1,001 – $15,000 | 8220691 DELL TECHNOLOGIES INC. CMN |
Nov 21, 2024 Dependent | Dec 5, 2024 | MRVL Marvell Technology, Inc. | Buy | 86.08estimated | $92.94 | $1,001 – $15,000 | 8220691 MARVELL TECHNOLOGY, INC. CMN |
Nov 21, 2024 Dependent | Dec 5, 2024 | — TRANE TECHNOLOGIES PUBLIC LIMI | Buy | — | — | $1,001 – $15,000 | 8220691 TRANE TECHNOLOGIES PUBLIC LIMI |
Nov 21, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 272.96estimated | $29.31 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 21, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 272.96estimated | $29.31 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 20, 2024 Spouse | Dec 5, 2024 | — LINKED TO BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8220691 LINKED TO BASKET OF INDICES |
Nov 19, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 269.47estimated | $29.69 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | GPC Genuine Parts Company | Buy | 65.25estimated | $122.62 | $1,001 – $15,000 | 8220691 GENUINE PARTS CO. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | ACGL Arch Capital Group Ltd. | Buy | 78.57estimated | $101.83 | $1,001 – $15,000 | 8220691 ARCH CAPITAL GROUP LTD. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — JACK HENRY & ASSOC INC CMN | Buy | — | — | $1,001 – $15,000 | 8220691 JACK HENRY & ASSOC INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | KHC The Kraft Heinz Company | Buy | 256.92estimated | $31.14 | $1,001 – $15,000 | 8220691 THE KRAFT HEINZ CO CMN x |
Nov 15, 2024 Dependent | Dec 5, 2024 | AKAM Akamai Technologies, Inc. | Buy | 91.51estimated | $87.43 | $1,001 – $15,000 | 8220691 AKAMAI TECHNOLOGIES, INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — DUPONT DE NEMOURS INCOMIN | Buy | — | — | $1,001 – $15,000 | 8220691 DUPONT DE NEMOURS INCOMIN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8220691 EQUITY RESIDENTIAL CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | VICI VICI Properties Inc. | Buy | 252.62estimated | $31.67 | $1,001 – $15,000 | 8220691 VICI PROPERTIES INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | UBER Uber Technologies, Inc. | Buy | 109.22estimated | $73.25 | $1,001 – $15,000 | 8220691 UBER TECHNOLOGIES, INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | EG Everest Group, Ltd. | Buy | 21.55estimated | $371.33 | $1,001 – $15,000 | 8220691 EVEREST GROUP LTD CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — LIQVIA HOLDINGS ING CMN | Buy | — | — | $1,001 – $15,000 | 8220691 LIQVIA HOLDINGS ING CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | PODD Insulet Corporation | Receive | 30.76estimated | $260.12 | $1,001 – $15,000 | 8220691 INSULET CORPORATION CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — CITIZENS FINANCIAL GROUP, INC. EMN | Buy | — | — | $1,001 – $15,000 | 8220691 CITIZENS FINANCIAL GROUP, INC. EMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | CNC Centene Corporation | Buy | 139.24estimated | $57.46 | $1,001 – $15,000 | 8220691 CENTENE CORPORATION CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | SWKS Skyworks Solutions, Inc. | Buy | 95.6estimated | $83.69 | $1,001 – $15,000 | 8220691 SKYWORKS SOLUTIONS, INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | TFX Teleflex Incorporated | Buy | 41.64estimated | $192.15 | $1,001 – $15,000 | 8220691 TELEFLEX INC. CMN * |
Nov 15, 2024 Dependent | Dec 5, 2024 | CVS CVS Health Corporation | Buy | 150.41estimated | $53.19 | $1,001 – $15,000 | 8220691 CVS HEALTH CORP CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220691 AMERICAN INTL GROUP, INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — MONDELEZ INTERNATIONAL, INC. CMM | Buy | — | — | $1,001 – $15,000 | 8220691 MONDELEZ INTERNATIONAL, INC. CMM |
Nov 15, 2024 Dependent | Dec 5, 2024 | NKE Nike, Inc. | Buy | 104.36estimated | $76.66 | $1,001 – $15,000 | 8220691 NIKE CLASS-B CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | PFE Pfizer, Inc. | Buy | 322.6estimated | $24.80 | $1,001 – $15,000 | 8220691 PFIZER INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — QUALCOMM INC CMN | Receive | — | — | $1,001 – $15,000 | 8220691 QUALCOMM INC CMN |
Nov 15, 2024 Member | Dec 5, 2024 | PEP PepsiCo, Inc. | Buy | 50.44estimated | $158.62 | $1,001 – $15,000 | 8220691 OC PEPSICO, INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — EXPEDIA GROUP INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220691 EXPEDIA GROUP INC CMIN |
Nov 15, 2024 Dependent | Dec 5, 2024 | TECH Bio-Techne Corp | Buy | 118.4estimated | $67.57 | $1,001 – $15,000 | 8220691 BIO-TECHNE CORPORATION CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | BAX Baxter International Inc. | Buy | 250.33estimated | $31.96 | $1,001 – $15,000 | 8220691 BAXTER INTERNATIONAL INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | AMP Ameriprise Financial, Inc. | Buy | 14.22estimated | $562.44 | $1,001 – $15,000 | 8220691 AMERIPRISE FINANCIAL, INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — MICRON TECHNOLOGY, INC. OMN MONSTER BEVERAGE CORPORATION | Buy | — | — | $1,001 – $15,000 | 8220691 MICRON TECHNOLOGY, INC. OMN MONSTER BEVERAGE CORPORATION |
Nov 15, 2024 Dependent | Dec 5, 2024 | — IT. ROWE PRICE GROUP, INC, CIVN | Buy | — | — | $1,001 – $15,000 | 8220691 IT. ROWE PRICE GROUP, INC, CIVN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — Y5CO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220691 Y5CO CORPORATION CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — SOLVENTUM CORPORATION CMI | Buy | — | — | $1,001 – $15,000 | 8220691 SOLVENTUM CORPORATION CMI |
Nov 15, 2024 Dependent | Dec 5, 2024 | DG Dollar General Corporation | Buy | 105.44estimated | $75.88 | $1,001 – $15,000 | 8220691 DOLLAR GENERAL CORPORATION CMN x |
Nov 15, 2024 Dependent | Dec 5, 2024 | XYL Xylem Inc. Common Stock New | Buy | 65.7estimated | $121.78 | $1,001 – $15,000 | 8220691 XYLEM INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | CAG ConAgra Brands, Inc. | Buy | 299.64estimated | $26.70 | $1,001 – $15,000 | 8220691 CONAGRA BRANDS INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — INCYTE CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220691 INCYTE CORPORATION OMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | INTC Intel Corporation | Buy | 328.56estimated | $24.35 | $1,001 – $15,000 | 8220691 INTEL CORPORATION CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | BWA BorgWarner Inc. | Buy | 231.9estimated | $34.50 | $1,001 – $15,000 | 8220691 BORGWARNER INC. CMN * |
Nov 15, 2024 Dependent | Dec 5, 2024 | GILD Gilead Sciences, Inc. | Buy | 90.5estimated | $88.40 | $1,001 – $15,000 | 8220691 GILEAD SCIENCES CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | TER Teradyne, Inc. | Buy | 77.99estimated | $102.58 | $1,001 – $15,000 | 8220691 TERADYNE INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | ADI Analog Devices, Inc. | Buy | 38.77estimated | $206.35 | $1,001 – $15,000 | 8220691 ANALOG DEVICES, INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — FRANKLIN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220691 FRANKLIN RESOURCES INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — VATRISING OMN * | Buy | — | — | $1,001 – $15,000 | 8220691 VATRISING OMN * |
Nov 15, 2024 Dependent | Dec 5, 2024 | RL Ralph Lauren Corporation | Buy | 38.39estimated | $208.38 | $1,001 – $15,000 | 8220691 RALPH LAUREN CORP CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — BUNGE GLOBALSA CMN | Buy | — | — | $1,001 – $15,000 | 8220691 BUNGE GLOBALSA CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — MRT BANK CORPORATION CAN | Buy | — | — | $1,001 – $15,000 | 8220691 MRT BANK CORPORATION CAN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — D.R. HORTON, INC CMN | Buy | — | — | $1,001 – $15,000 | 8220691 D.R. HORTON, INC CMN |
Nov 15, 2024 Member | Dec 5, 2024 | — CATALENT, INC OMN | Buy | — | — | $1,001 – $15,000 | 8220691 CATALENT, INC OMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — DECKERS OUTDOORS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220691 DECKERS OUTDOORS CORP CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220691 CLASSA |
Nov 15, 2024 Dependent | Dec 5, 2024 | ULTA Ulta Beauty, Inc. | Buy | 21.91estimated | $365.17 | $1,001 – $15,000 | 8220691 ULTA BEAUTY INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | COR Cencora, Inc. | Buy | 33.3estimated | $240.24 | $1,001 – $15,000 | 8220691 CENCORA INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | BIIB Biogen Inc. | Buy | 50.01estimated | $159.99 | $1,001 – $15,000 | 8220691 BIOGEN INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — NORFOLK SOUTHERN CORF CMN | Buy | — | — | $1,001 – $15,000 | 8220691 NORFOLK SOUTHERN CORF CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — HUMANA INC. CVIN | Buy | — | — | $1,001 – $15,000 | 8220691 HUMANA INC. CVIN |
Nov 15, 2024 Dependent | Dec 5, 2024 | RVTY Revvity, Inc. | Buy | 73.05estimated | $109.52 | $1,001 – $15,000 | 8220691 REVVITY INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — CHARLES RIV LARS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220691 CHARLES RIV LARS INTL INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — COOPER COS INC/THE OMN | Buy | — | — | $1,001 – $15,000 | 8220691 COOPER COS INC/THE OMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | HSIC Henry Schein, Inc. | Buy | 116.35estimated | $68.76 | $1,001 – $15,000 | 8220691 HENRY SCHEIN INC COMMON STOCK * |
Nov 15, 2024 Dependent | Dec 5, 2024 | GIS General Mills, Inc. | Buy | 126.57estimated | $63.21 | $1,001 – $15,000 | 8220691 GENERAL MILLS INC CMN |
Nov 15, 2024 Member | Dec 5, 2024 | — DCI PRUDENTIAL FINANCIAL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220691 DCI PRUDENTIAL FINANCIAL INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — PULTEGROUP INC. ENIN | Buy | — | — | $1,001 – $15,000 | 8220691 PULTEGROUP INC. ENIN |
Nov 15, 2024 Dependent | Dec 5, 2024 | WM Waste Management, Inc. | Buy | 36.72estimated | $217.90 | $1,001 – $15,000 | 8220691 WASTE MANAGEMENT INC CMN |
Nov 15, 2024 Member | Dec 5, 2024 | KMB Kimberly-Clark Corporation | Buy | 59.67estimated | $134.08 | $1,001 – $15,000 | 8220691 DO KIMBERLY-CLARK CORPORATION CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 71.09estimated | $112.54 | $1,001 – $15,000 | 8220691 ZIMMER BIOMET HOLDINGS INC |
Nov 15, 2024 Member | Dec 5, 2024 | — DCILAM RESEARCH CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220691 DCILAM RESEARCH CORPORATION CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — CHUBB LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8220691 CHUBB LIMITED CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — ESX CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220691 ESX CORPORATION CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | PPG PPG Industries, Inc. | Buy | 65.29estimated | $122.53 | $1,001 – $15,000 | 8220691 PPG INDUSTRIES, INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — LIPMORGAN CHASE & CO CMN | Buy | — | — | $1,001 – $15,000 | 8220691 LIPMORGAN CHASE & CO CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — INXP SEMICONDUCTORS NV. CMN | Buy | — | — | $1,001 – $15,000 | 8220691 INXP SEMICONDUCTORS NV. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | LEN Lennar Corporation Class A | Buy | 49.31estimated | $162.25 | $1,001 – $15,000 | 8220691 LENNAR CORPORATION CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | TFC Truist Financial Corporation | Buy | 171.87estimated | $46.55 | $1,001 – $15,000 | 8220691 TRUIST FINANCIAL CORPORATION CMN * |
Nov 15, 2024 Member | Dec 5, 2024 | — C PNCFINANCIAL SERVICES GROUP, CMN | Buy | — | — | $1,001 – $15,000 | 8220691 C PNCFINANCIAL SERVICES GROUP, CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — MOBILE US INCA CNN | Buy | — | — | $1,001 – $15,000 | 8220691 MOBILE US INCA CNN |
Nov 15, 2024 Spouse | Dec 5, 2024 | — ULTRA CLEAN HOLDINGS, ING. OMN | Buy | — | — | $1,001 – $15,000 | 8220691 ULTRA CLEAN HOLDINGS, ING. OMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | JNJ Johnson & Johnson | Buy | 51.95estimated | $154.00 | $1,001 – $15,000 | 8220691 JOHNSON & JOHNSON CMN |
Nov 15, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 283.3estimated | $28.24 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — BLACKROCK FUNDING, INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8220691 BLACKROCK FUNDING, INC. CMN * |
Nov 15, 2024 Dependent | Dec 5, 2024 | WFC Wells Fargo & Company | Buy | 107.62estimated | $74.34 | $1,001 – $15,000 | 8220691 WELLS FARGO & COMPANY CMN |
Nov 15, 2024 Member | Dec 5, 2024 | UNP Union Pacific Corporation | Buy | 33.96estimated | $235.57 | $1,001 – $15,000 | 8220691 UNION PACIFIC CORP. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — ADORE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220691 ADORE INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220691 DANAHER CORPORATION CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | T AT&T Inc. | Buy | 352.76estimated | $22.68 | $1,001 – $15,000 | 8220691 AT&T INC. CMN |
Nov 15, 2024 Spouse | Dec 5, 2024 | UCTT Ultra Clean Holdings, Inc. | Buy | 235.52estimated | $33.97 | $1,001 – $15,000 | 8220691 ULTRA CLEAN HOLDINGS, INC, CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | V Visa Inc. | Buy | 25.84estimated | $309.64 | $1,001 – $15,000 | 8220691 VISA INC. CMN |
Nov 15, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 283.3estimated | $28.24 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | SMCI Super Micro Computer, Inc. | Buy | 430.6estimated | $18.58 | $1,001 – $15,000 | 8220691 ISUPER MICRO COMPUTER, INC. CMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220691 CLASSA |
Nov 15, 2024 Dependent | Dec 5, 2024 | QRVO QORVO, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220691 QORVO, INC. CMN |
Nov 15, 2024 Member | Dec 5, 2024 | — INVITATION HOMES INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220691 INVITATION HOMES INC. OMN |
Nov 15, 2024 Dependent | Dec 5, 2024 | FMC FMC Corporation | Buy | 147.1estimated | $54.39 | $1,001 – $15,000 | 8220691 FMC CORPORATION CMN |
Nov 13, 2024 Spouse | Dec 5, 2024 | — PFIZER INC. OMA | Buy | — | — | $1,001 – $15,000 | 8220691 PFIZER INC. OMA |
Nov 13, 2024 Dependent | Dec 5, 2024 | PFE Pfizer, Inc. | Buy | 299.42estimated | $26.72 | $1,001 – $15,000 | 8220691 PFIZER INC, CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — TCMN | Buy | — | — | $1,001 – $15,000 | 8220691 TCMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | HSY The Hershey Company | Buy | 44.08estimated | $181.50 | $1,001 – $15,000 | 8220691 THE HERSHEY COMPANY CMN |
Nov 12, 2024 Member | Dec 5, 2024 | — P KEYCORP OMN | Receive | — | — | $1,001 – $15,000 | 8220691 P KEYCORP OMN |
Nov 12, 2024 Member | Dec 5, 2024 | — P INTERPUBUC GROUP COS CMN | Buy | — | — | $1,001 – $15,000 | 8220691 P INTERPUBUC GROUP COS CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — MONDELEZ INTERNATIOMAL, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220691 MONDELEZ INTERNATIOMAL, INC. CMN |
Nov 12, 2024 Member | Dec 5, 2024 | ELV Elevance Health, Inc. | Buy | 19.38estimated | $412.92 | $1,001 – $15,000 | 8220691 ELEVANCE HEALTH INC CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 81.16estimated | $98.58 | $1,001 – $15,000 | 8220691 MERCK & CO,, INC. CMN |
Nov 12, 2024 Member | Dec 5, 2024 | — P ICMN * | Receive | — | — | $1,001 – $15,000 | 8220691 P ICMN * |
Nov 12, 2024 Spouse | Dec 5, 2024 | MET MetLife, Inc. | Receive | 97.33estimated | $82.20 | $1,001 – $15,000 | 8220691 METLIFE, INC. CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | CSX CSX Corporation | Receive | 221.44estimated | $36.13 | $1,001 – $15,000 | 8220691 CSX CORPORATION CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | DG Dollar General Corporation | Buy | 106.5estimated | $75.12 | $1,001 – $15,000 | 8220691 DOLLAR GENERAL CORPORATION CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | BAX Baxter International Inc. | Buy | 236.49estimated | $33.83 | $1,001 – $15,000 | 8220691 BAXTER INTERNATIONAL INC CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | CMG Chipotle Mexican Grill, Inc. | Buy | 132.26estimated | $60.49 | $1,001 – $15,000 | 8220691 CHIPOTLE MEXICAN GRILL, INC. CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | WMT Walmart Inc. | Buy | 94.13estimated | $84.99 | $1,001 – $15,000 | 8220691 WALMART INC CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220691 CLASSA |
Nov 12, 2024 Spouse | Dec 5, 2024 | — AUTOZONE, INC OMN | Buy | — | — | $1,001 – $15,000 | 8220691 AUTOZONE, INC OMN |
Nov 12, 2024 Member | Dec 5, 2024 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220691 ELECTRONIC ARTS CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220691 BERKSHIRE HATHAWAY INC. CLASS B |
Nov 12, 2024 Spouse | Dec 5, 2024 | — (COSTCO WHOLESALE CORPCRATION | Buy | — | — | $1,001 – $15,000 | 8220691 (COSTCO WHOLESALE CORPCRATION |
Nov 12, 2024 Spouse | Dec 5, 2024 | — IKEURIG OR PEPPER INC OMN | Buy | — | — | $1,001 – $15,000 | 8220691 IKEURIG OR PEPPER INC OMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | GIS General Mills, Inc. | Buy | 124.5estimated | $64.26 | $1,001 – $15,000 | 8220691 GENERAL MILLS INC CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | T AT&T Inc. | Buy | 361.2estimated | $22.15 | $1,001 – $15,000 | 8220691 AT&T INC. CMN x |
Nov 12, 2024 Spouse | Dec 5, 2024 | NSC Norfolk Southern Corporation | Buy | 29.91estimated | $267.45 | $1,001 – $15,000 | 8220691 NORFOLK SOUTHERN CORP CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — FRANKLIN RESOURCES INC OMN | Buy | — | — | $1,001 – $15,000 | 8220691 FRANKLIN RESOURCES INC OMN |
Nov 12, 2024 Member | Dec 5, 2024 | BRO Brown & Brown, Inc. | Buy | 71.17estimated | $112.42 | $1,001 – $15,000 | 8220691 P BROWN & BROWN, INC. CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | FDX FedEx Corporation | Buy | 35.28estimated | $226.75 | $1,001 – $15,000 | 8220691 FEDEX CORPORATION CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | URI United Rentals, Inc. | Buy | 9.21estimated | $868.36 | $1,001 – $15,000 | 8220691 UNITED RENTALS, INC, CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | VMC Vulcan Materials Company (Holding Company) | Buy | 27.74estimated | $288.38 | $1,001 – $15,000 | 8220691 VULCAN MATERIALS CO CMN |
Nov 12, 2024 Member | Dec 5, 2024 | — P IPACCAR INC CMN | Buy | — | — | $1,001 – $15,000 | 8220691 P IPACCAR INC CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — J B HUNT TRANS SVCS ING CMN | Buy | — | — | $1,001 – $15,000 | 8220691 J B HUNT TRANS SVCS ING CMN |
Nov 12, 2024 Member | Dec 5, 2024 | PAYX Paychex, Inc. | Buy | 54.06estimated | $148.00 | $1,001 – $15,000 | 8220691 PAYCHEX, INC. CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — IEMN | Buy | — | — | $1,001 – $15,000 | 8220691 IEMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | MCK McKesson Corporation | Buy | 12.95estimated | $617.66 | $1,001 – $15,000 | 8220691 MCKESSON CORPORATION CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | AMZN Amazon.com, Inc. | Buy | 38.3estimated | $208.91 | $1,001 – $15,000 | 8220691 AMAZON.COM INC CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | KMB Kimberly-Clark Corporation | Buy | 60.55estimated | $132.14 | $1,001 – $15,000 | 8220691 KIMBERLY-CLARK CORPORATION CMN * |
Nov 12, 2024 Member | Dec 5, 2024 | — KINTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220691 KINTL BUSINESS MACHINES CORP CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220691 DANAHER CORPORATION CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | PPG PPG Industries, Inc. | Buy | 65.71estimated | $121.75 | $1,001 – $15,000 | 8220691 PPG INDUSTRIES, INC, CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220691 ICMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220691 CROWN CASTLE INTL CORP CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — AO. SMITH CORP (DEL) CMN * | Buy | — | — | $1,001 – $15,000 | 8220691 AO. SMITH CORP (DEL) CMN * |
Nov 12, 2024 Spouse | Dec 5, 2024 | DIS Walt Disney Company (The) | Buy | 79.22estimated | $100.99 | $1,001 – $15,000 | 8220691 WALT DISNEY COMPANY (THE) CMN |
Nov 12, 2024 Member | Dec 5, 2024 | — IINGERSOLLRAND INC CMN | Buy | — | — | $1,001 – $15,000 | 8220691 IINGERSOLLRAND INC CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 72.77estimated | $109.94 | $1,001 – $15,000 | 8220691 (ZIMMER BIOMET HOLDINGS INC |
Nov 12, 2024 Spouse | Dec 5, 2024 | AFL AFLAC Incorporated | Buy | 72.3estimated | $110.65 | $1,001 – $15,000 | 8220691 AFLAC INCORPORATED CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — ICMN CLASS A * | Buy | — | — | $1,001 – $15,000 | 8220691 ICMN CLASS A * |
Nov 12, 2024 Spouse | Dec 5, 2024 | TMO Thermo Fisher Scientific Inc | Buy | 14.8estimated | $540.75 | $1,001 – $15,000 | 8220691 THERMO FISHER SCIENTIFIC INC CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | AMGN Amgen Inc. | Buy | 26.77estimated | $298.84 | $1,001 – $15,000 | 8220691 AMGEN INC. CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | COR Cencora, Inc. | Buy | 32.16estimated | $248.79 | $1,001 – $15,000 | 8220691 CENCORA INC CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — VISA INC. OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220691 VISA INC. OMN CLASS A |
Nov 12, 2024 Spouse | Dec 5, 2024 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220691 AMERICAN INTL GROUP, INC. CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | HUBB Hubbell Inc | Buy | 17.7estimated | $452.03 | $1,001 – $15,000 | 8220691 HUBBELL INCORPORATED CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — THE BANK OF NY MELLON CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220691 THE BANK OF NY MELLON CORP CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | BAC Bank of America Corporation | Buy | 174.45estimated | $45.86 | $1,001 – $15,000 | 8220691 BANK OF AMERICA CORP CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | TROW T. Rowe Price Group, Inc. | Buy | 67.76estimated | $118.07 | $1,001 – $15,000 | 8220691 IT. ROWE PRICE GROUP, INC. CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | DOV Dover Corporation | Buy | 39.54estimated | $202.35 | $1,001 – $15,000 | 8220691 IDOVER CORPORATION CMN * |
Nov 12, 2024 Spouse | Dec 5, 2024 | KKR KKR & Co. Inc. | Buy | 52.24estimated | $153.16 | $1,001 – $15,000 | 8220691 KKR & CO. INC. CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — NASDAR INC, CMN * | Buy | — | — | $1,001 – $15,000 | 8220691 NASDAR INC, CMN * |
Nov 12, 2024 Member | Dec 5, 2024 | — P L APPLEINC. CMN | Buy | — | — | $1,001 – $15,000 | 8220691 P L APPLEINC. CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | AME AMETEK, Inc. | Buy | 41.24estimated | $194.00 | $1,001 – $15,000 | 8220691 LAMETEK INC (NEW) CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | — (CHUBB LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8220691 (CHUBB LIMITED CMN |
Nov 12, 2024 Spouse | Dec 5, 2024 | WM Waste Management, Inc. | Buy | 35.59estimated | $224.78 | $1,001 – $15,000 | 8220691 WASTE MANAGEMENT INC CMN |
Nov 12, 2024 Dependent | Dec 5, 2024 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 202.03estimated | $39.60 | $1,001 – $15,000 | 8220691 LAXALTA COATING SYSTEMS LTD. CMN |
Nov 8, 2024 Dependent | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 274.18estimated | $29.18 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 8, 2024 Dependent | Dec 5, 2024 | MSFT Microsoft Corporation | Buy | 18.93estimated | $422.54 | $1,001 – $15,000 | 8220691 MICROSOFT CORPORATION CMN |
Nov 8, 2024 Dependent | Dec 5, 2024 | CDNS Cadence Design Systems, Inc. | Buy | 26.56estimated | $301.25 | $1,001 – $15,000 | 8220691 CADENCE DESIGN SYSTEMS INC CMN |
Nov 8, 2024 Spouse | Dec 5, 2024 | — ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220691 ADR CMN |
Nov 8, 2024 Spouse | Dec 5, 2024 | — ENEL SOCIETA PER AZIONI ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220691 ENEL SOCIETA PER AZIONI ADR CMN |
Nov 8, 2024 Spouse | Dec 5, 2024 | — ASML HOLDING N.V. ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220691 ASML HOLDING N.V. ADR CMN |
Nov 8, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 274.18estimated | $29.18 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 8, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 274.18estimated | $29.18 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 7, 2024 Member | Dec 5, 2024 | — DIC ULTRA CLEAN HOLDINGS, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8220691 DIC ULTRA CLEAN HOLDINGS, ING. CMN |
Nov 7, 2024 Spouse | Dec 5, 2024 | — NCR VOYIX CORP CIAN | Buy | — | — | $1,001 – $15,000 | 8220691 NCR VOYIX CORP CIAN |
Nov 7, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 235.79estimated | $33.93 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 7, 2024 Member | Dec 5, 2024 | UCTT Ultra Clean Holdings, Inc. | Buy | 206.01estimated | $38.84 | $1,001 – $15,000 | 8220691 P ULTRA CLEAN HOLDINGS, INC. CMN |
Nov 7, 2024 Spouse | Dec 5, 2024 | — NOR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220691 NOR VOYIX CORP CMN |
Nov 7, 2024 Spouse | Dec 5, 2024 | PINS Pinterest, Inc. Class A | Buy | 235.79estimated | $33.93 | $1,001 – $15,000 | 8220691 PINTEREST INC CMN |
Nov 7, 2024 Spouse | Dec 5, 2024 | — ULTRA CLEAN HOLDINGS, ING CMN | Buy | — | — | $1,001 – $15,000 | 8220691 ULTRA CLEAN HOLDINGS, ING CMN |
Nov 5, 2024 Member | Dec 5, 2024 | UCTT Ultra Clean Holdings, Inc. | Buy | 221.99estimated | $36.04 | $1,001 – $15,000 | 8220691 P ULTRA CLEAN HOLDINGS, INC. CMN |
Nov 5, 2024 Member | Dec 5, 2024 | — P ICMN | Buy | — | — | $1,001 – $15,000 | 8220691 P ICMN |
Nov 5, 2024 Spouse | Dec 5, 2024 | UCTT Ultra Clean Holdings, Inc. | Buy | 221.99estimated | $36.04 | $1,001 – $15,000 | 8220691 ULTRA CLEAN HOLDINGS, INC. CMN |
Nov 4, 2024 Dependent | Dec 5, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220691 BERKSHIRE HATHAWAY INC CLASS B |
Nov 4, 2024 Spouse | Dec 5, 2024 | — BERKSHIRE HATHAWAY INE. CLASS B | Buy | — | — | $1,001 – $15,000 | 8220691 BERKSHIRE HATHAWAY INE. CLASS B |
Nov 4, 2024 Spouse | Dec 5, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220691 BERKSHIRE HATHAWAY INC, CLASS B |
Nov 4, 2024 Spouse | Dec 5, 2024 | UCTT Ultra Clean Holdings, Inc. | Buy | 233.39estimated | $34.28 | $1,001 – $15,000 | 8220691 ULTRA CLEAN HOLDINGS, INC. CMN |
Nov 1, 2024 Dependent | Dec 5, 2024 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220691 DANAHER CORPORATION CMN |
Nov 1, 2024 Dependent | Dec 5, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220691 ICMN |
Nov 1, 2024 Dependent | Dec 5, 2024 | MS Morgan Stanley | Buy | 68.47estimated | $116.85 | $1,001 – $15,000 | 8220691 MORGAN STANLEY CMN |
Nov 1, 2024 Spouse | Dec 5, 2024 | — SEC TECHINOLOGIES HOLDINGS, IN | Buy | — | — | $1,001 – $15,000 | 8220691 SEC TECHINOLOGIES HOLDINGS, IN |
Oct 31, 2024 Dependent | Nov 8, 2024 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220674 INDEX |
Oct 31, 2024 Dependent | Nov 8, 2024 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220674 INDEX |
Oct 31, 2024 Spouse | Nov 8, 2024 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220674 INDEX |
Oct 31, 2024 Spouse | Nov 8, 2024 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220674 INDEX |
Oct 30, 2024 Dependent | Nov 8, 2024 | UCTT Ultra Clean Holdings, Inc. | Buy | 222.98estimated | $35.88 | $1,001 – $15,000 | 8220674 ULTRA CLEAN HOLDINGS, INC. CMN |
Oct 30, 2024 Spouse | Nov 8, 2024 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 208.78estimated | $38.32 | $1,001 – $15,000 | 8220674 AXALTA COATING SYSTEMS LTD. CMN |
Oct 30, 2024 Spouse | Nov 8, 2024 | UCTT Ultra Clean Holdings, Inc. | Buy | 222.98estimated | $35.88 | $1,001 – $15,000 | 8220674 ULTRA CLEAN HOLDINGS, INC. CMN _* |
Oct 30, 2024 Spouse | Nov 8, 2024 | PINS Pinterest, Inc. Class A | Buy | 245.49estimated | $32.59 | $1,001 – $15,000 | 8220674 PINTEREST INC CMN |
Oct 30, 2024 Spouse | Nov 8, 2024 | UCTT Ultra Clean Holdings, Inc. | Buy | 222.98estimated | $35.88 | $1,001 – $15,000 | 8220674 ULTRA CLEAN HOLDINGS, INC. CMN |
Oct 29, 2024 Dependent | Nov 8, 2024 | — PINTEREST INC OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220674 PINTEREST INC OMN CLASS A |
Oct 29, 2024 Spouse | Nov 8, 2024 | PINS Pinterest, Inc. Class A | Buy | 246.7estimated | $32.43 | $1,001 – $15,000 | 8220674 PINTEREST INC CMN |
Oct 29, 2024 Spouse | Nov 8, 2024 | PINS Pinterest, Inc. Class A | Buy | 246.7estimated | $32.43 | $1,001 – $15,000 | 8220674 PINTEREST INC CMN |
Oct 28, 2024 Spouse | Nov 8, 2024 | PINS Pinterest, Inc. Class A | Buy | 248estimated | $32.26 | $1,001 – $15,000 | 8220674 PINTEREST INC CMN |
Oct 25, 2024 Dependent | Nov 8, 2024 | PINS Pinterest, Inc. Class A | Buy | 247.31estimated | $32.35 | $1,001 – $15,000 | 8220674 PINTEREST INC CMN |
Oct 25, 2024 Spouse | Nov 8, 2024 | PINS Pinterest, Inc. Class A | Buy | 247.31estimated | $32.35 | $1,001 – $15,000 | 8220674 PINTEREST INC CMN |
Oct 25, 2024 Member | Nov 8, 2024 | PINS Pinterest, Inc. Class A | Buy | 247.31estimated | $32.35 | $1,001 – $15,000 | 8220674 P PINTEREST INC CMN |
Oct 24, 2024 Dependent | Nov 8, 2024 | — CINCINNATI FINANCIAL CRP CMN | Buy | — | — | $1,001 – $15,000 | 8220674 CINCINNATI FINANCIAL CRP CMN |
Oct 24, 2024 Dependent | Nov 8, 2024 | KVUE Kenvue Inc. | Buy | 348.3estimated | $22.97 | $1,001 – $15,000 | 8220674 KENVUE INC. CMN |
Oct 24, 2024 Spouse | Nov 8, 2024 | — ACCENTURE PLO CMN | Buy | — | — | $1,001 – $15,000 | 8220674 ACCENTURE PLO CMN |
Oct 24, 2024 Spouse | Nov 8, 2024 | PINS Pinterest, Inc. Class A | Buy | 251.35estimated | $31.83 | $1,001 – $15,000 | 8220674 PINTEREST INC CMN |
Oct 24, 2024 Spouse | Nov 8, 2024 | PINS Pinterest, Inc. Class A | Buy | 251.35estimated | $31.83 | $1,001 – $15,000 | 8220674 PINTEREST INC CMN |
Oct 24, 2024 Dependent | Nov 8, 2024 | — ACCENTURE PLE CIMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220674 ACCENTURE PLE CIMN CLASS A |
Oct 24, 2024 Spouse | Nov 8, 2024 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220674 S&P 500 INDEX |
Oct 24, 2024 Dependent | Nov 8, 2024 | — EPAM SYSTEMS, INC CAN | Buy | — | — | $1,001 – $15,000 | 8220674 EPAM SYSTEMS, INC CAN |
Oct 24, 2024 Dependent | Nov 8, 2024 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220674 S&P 500 INDEX |
Oct 23, 2024 Dependent | Nov 8, 2024 | — BERKSHIRE HATHAWAY INC. CLA55 B | Buy | — | — | $1,001 – $15,000 | 8220674 BERKSHIRE HATHAWAY INC. CLA55 B |
Oct 23, 2024 Dependent | Nov 8, 2024 | — PARKER-HANNIRIN CORP. CMN | Receive | — | — | $1,001 – $15,000 | 8220674 PARKER-HANNIRIN CORP. CMN |
Oct 23, 2024 Dependent | Nov 8, 2024 | — HONEYWELL INTL INC CMN * | Buy | — | — | $1,001 – $15,000 | 8220674 HONEYWELL INTL INC CMN * |
Oct 23, 2024 Dependent | Nov 8, 2024 | — QUANTA SERVICES INC CNN | Buy | — | — | $1,001 – $15,000 | 8220674 QUANTA SERVICES INC CNN |
Oct 23, 2024 Dependent | Nov 8, 2024 | ROK Rockwell Automation, Inc. | Buy | 30.03estimated | $266.44 | $1,001 – $15,000 | 8220674 ROCKWELL AUTOMATION INC CMN |
Oct 23, 2024 Dependent | Nov 8, 2024 | LII Lennox International, Inc. | Buy | 13.12estimated | $609.74 | $1,001 – $15,000 | 8220674 LENNOX INTERNATIONAL INC CMN |
Oct 23, 2024 Spouse | Nov 8, 2024 | LEA Lear Corporation | Buy | 76.22estimated | $104.96 | $1,001 – $15,000 | 8220674 LEAR CORPORATION CMN |
Oct 23, 2024 Spouse | Nov 8, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220674 BERKSHIRE HATHAWAY INC. CLASS B |
Oct 23, 2024 Spouse | Nov 8, 2024 | VYX NCR Voyix Corporation | Buy | 616.85estimated | $12.97 | $1,001 – $15,000 | 8220674 NCR VOYIX CORP CMN |
Oct 22, 2024 Dependent | Nov 8, 2024 | PINS Pinterest, Inc. Class A | Buy | 250.49estimated | $31.94 | $1,001 – $15,000 | 8220674 PINTEREST INC CMN |
Oct 22, 2024 Member | Nov 8, 2024 | AVGO Broadcom Inc. | Buy | 44.6estimated | $179.38 | $1,001 – $15,000 | 8220674 BROADCOM INC, CMN x |
Oct 22, 2024 Dependent | Nov 8, 2024 | SNOW Snowflake Inc. | Buy | 69.27estimated | $115.50 | $1,001 – $15,000 | 8220674 SNOWFLAKE INC. CMN |
Oct 22, 2024 Member | Nov 8, 2024 | — CLOUDELARE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220674 CLOUDELARE, INC. CMN |
Oct 22, 2024 Spouse | Nov 8, 2024 | — LEAR CORPORATION CN | Buy | — | — | $1,001 – $15,000 | 8220674 LEAR CORPORATION CN |
Oct 22, 2024 Dependent | Nov 8, 2024 | LEA Lear Corporation | Buy | 75.48estimated | $105.99 | $1,001 – $15,000 | 8220674 LEAR CORPORATION CMN |
Oct 22, 2024 Spouse | Nov 8, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220674 BERKSHIRE HATHAWAY INC, CLASS B |
Oct 22, 2024 Spouse | Nov 8, 2024 | PINS Pinterest, Inc. Class A | Buy | 250.49estimated | $31.94 | $1,001 – $15,000 | 8220674 PINTEREST INC CMN |
Oct 22, 2024 Member | Nov 8, 2024 | — P PINTEREST INC CIVIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220674 P PINTEREST INC CIVIN CLASS A |
Oct 21, 2024 Dependent | Nov 8, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220674 BERKSHIRE HATHAWAY INC. CLASS B |
Oct 21, 2024 Spouse | Nov 8, 2024 | — COLGATE-PALMOLIVE CO CAN | Buy | — | — | $1,001 – $15,000 | 8220674 COLGATE-PALMOLIVE CO CAN |
Oct 21, 2024 Spouse | Nov 8, 2024 | FDX FedEx Corporation | Buy | 37.71estimated | $212.18 | $1,001 – $15,000 | 8220674 FEDEX CORPORATION CMN |
Oct 19, 2024 Dependent | Nov 8, 2024 | VRSK Verisk Analytics, Inc. | Buy | 29.9estimated | $267.62 | $1,001 – $15,000 | 8220674 VERISK ANALYTICS, INC. CMN K |
Oct 18, 2024 Dependent | Nov 8, 2024 | EXR Extra Space Storage Inc | Buy | 46.71estimated | $171.28 | $1,001 – $15,000 | 8220674 EXTRA SPACE STORAGE INC. CMN |
Oct 18, 2024 Spouse | Nov 8, 2024 | EXR Extra Space Storage Inc | Buy | 46.71estimated | $171.28 | $1,001 – $15,000 | 8220674 EXTRA SPACE STORAGE INC. CMN |
Oct 18, 2024 Dependent | Nov 8, 2024 | EXR Extra Space Storage Inc | Buy | 46.71estimated | $171.28 | $1,001 – $15,000 | 8220674 EXTRA SPACE STORAGE INC. CMN |
Oct 17, 2024 Dependent | Nov 8, 2024 | — LEAR CORPORATION CN | Buy | — | — | $1,001 – $15,000 | 8220674 LEAR CORPORATION CN |
Oct 17, 2024 Spouse | Nov 8, 2024 | — LEAR CORPORATION CAN x | Buy | — | — | $1,001 – $15,000 | 8220674 LEAR CORPORATION CAN x |
Oct 17, 2024 Spouse | Nov 8, 2024 | VYX NCR Voyix Corporation | Buy | 602.9estimated | $13.27 | $1,001 – $15,000 | 8220674 NCR VOYIX CORP CMN |
Oct 17, 2024 Member | Nov 8, 2024 | — NOR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220674 NOR VOYIX CORP CMN |
Oct 16, 2024 Dependent | Nov 8, 2024 | — CARTER'S, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220674 CARTER'S, INC. CMN |
Oct 16, 2024 Spouse | Nov 8, 2024 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220674 CATERPILLAR INC (DELAWARE) CMN |
Oct 16, 2024 Spouse | Nov 8, 2024 | — CARTER'S, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8220674 CARTER'S, ING. CMN |
Oct 16, 2024 Member | Nov 8, 2024 | — P _CARTER'S, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220674 P _CARTER'S, INC. CMN |
Oct 15, 2024 Dependent | Nov 8, 2024 | SYY Sysco Corporation | Buy | 105.88estimated | $75.56 | $1,001 – $15,000 | 8220674 SYSCO CORPORATION CMN x |
Oct 15, 2024 Dependent | Nov 8, 2024 | PH Parker-Hannifin Corporation | Buy | 12.54estimated | $638.02 | $1,001 – $15,000 | 8220674 PARKER-HANNIFIN CORP. CMN |
Oct 15, 2024 Spouse | Nov 8, 2024 | WM Waste Management, Inc. | Buy | 37.42estimated | $213.79 | $1,001 – $15,000 | 8220674 WASTE MANAGEMENT INC CMN |
Oct 15, 2024 Spouse | Nov 8, 2024 | SYY Sysco Corporation | Buy | 105.88estimated | $75.56 | $1,001 – $15,000 | 8220674 SYSCO CORPORATION CMN |
Oct 15, 2024 Dependent | Nov 8, 2024 | WM Waste Management, Inc. | Buy | 37.42estimated | $213.79 | $1,001 – $15,000 | 8220674 WASTE MANAGEMENT INC CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220674 ICMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | CSX CSX Corporation | Receive | 226.71estimated | $35.29 | $1,001 – $15,000 | 8220674 CSX CORPORATION CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | DIS Walt Disney Company (The) | Buy | 84.24estimated | $94.97 | $1,001 – $15,000 | 8220674 WALT DISNEY COMPANY (THE) CMN |
Oct 14, 2024 Member | Nov 8, 2024 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220674 DANAHER CORPORATION CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | AMZN Amazon.com, Inc. | Buy | 42.66estimated | $187.54 | $1,001 – $15,000 | 8220674 AMAZON.COM INC CMN |
Oct 14, 2024 Member | Nov 8, 2024 | — DEJOS INSON CONN | Buy | — | — | $1,001 – $15,000 | 8220674 DEJOS INSON CONN |
Oct 14, 2024 Dependent | Nov 8, 2024 | NKE Nike, Inc. | Buy | 98.05estimated | $81.60 | $1,001 – $15,000 | 8220674 NIKE CLASS-B CMN |
Oct 14, 2024 Member | Nov 8, 2024 | — OC MORESSON CORPORATION CMN x | Buy | — | — | $1,001 – $15,000 | 8220674 OC MORESSON CORPORATION CMN x |
Oct 14, 2024 Dependent | Nov 8, 2024 | DXCM DexCom, Inc. | Buy | 115.65estimated | $69.18 | $1,001 – $15,000 | 8220674 DEXCOM, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | — GENUINE PARTS CO. OMN | Buy | — | — | $1,001 – $15,000 | 8220674 GENUINE PARTS CO. OMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | ACGL Arch Capital Group Ltd. | Buy | 72.02estimated | $111.09 | $1,001 – $15,000 | 8220674 ARCH CAPITAL GROUP LTD. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | CAH Cardinal Health, Inc. | Buy | 71.48estimated | $111.92 | $1,001 – $15,000 | 8220674 CARDINAL HEALTH, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | PAYX Paychex, Inc. | Buy | 56.2estimated | $142.35 | $1,001 – $15,000 | 8220674 PAYCHEX, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | BIIB Biogen Inc. | Buy | 41.77estimated | $191.56 | $1,001 – $15,000 | 8220674 BIOGEN INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | FISV Fiserv, Inc. | Buy | 41.4estimated | $193.23 | $1,001 – $15,000 | 8220674 FISERV, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | MRNA Moderna, Inc. | Buy | 138.58estimated | $57.73 | $1,001 – $15,000 | 8220674 MODERNA, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | TECH Bio-Techne Corp | Buy | 108.38estimated | $73.82 | $1,001 – $15,000 | 8220674 BIO-TECHNE CORPORATION CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | — EQUITY RESIDENTIAL CUN | Buy | — | — | $1,001 – $15,000 | 8220674 EQUITY RESIDENTIAL CUN |
Oct 14, 2024 Dependent | Nov 8, 2024 | WST West Pharmaceutical Services, Inc. | Buy | 27.09estimated | $295.35 | $1,001 – $15,000 | 8220674 WEST PHARMACEUTICAL SERVICES INC |
Oct 14, 2024 Dependent | Nov 8, 2024 | CMG Chipotle Mexican Grill, Inc. | Buy | 134.96estimated | $59.28 | $1,001 – $15,000 | 8220674 CHIPOTLE MEXICAN GRILL, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | WRB W.R. Berkley Corporation | Buy | 135.01estimated | $59.26 | $1,001 – $15,000 | 8220674 JW.R. BERKLEY CORPORATION CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | NWSA News Corporation Class A | Buy | 307.24estimated | $26.04 | $1,001 – $15,000 | 8220674 NEWS CORPORATION CMN |
Oct 14, 2024 Member | Nov 8, 2024 | KHC The Kraft Heinz Company | Buy | 226.26estimated | $35.36 | $1,001 – $15,000 | 8220674 THE KRAFT HEINZ CO CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | MET MetLife, Inc. | Buy | 93.16estimated | $85.88 | $1,001 – $15,000 | 8220674 METLIFE, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | CL Colgate-Palmolive Company | Buy | 79.43estimated | $100.73 | $1,001 – $15,000 | 8220674 COLGATE-PALMOLIVE CO CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | LUV Southwest Airlines Company | Buy | 263.43estimated | $30.37 | $1,001 – $15,000 | 8220674 SOUTHWEST AIRLINES CO CMN * |
Oct 14, 2024 Dependent | Nov 8, 2024 | DD DuPont de Nemours, Inc. | Buy | 74.42estimated | $107.51 | $1,001 – $15,000 | 8220674 DUPONT DE NEMOURS INC CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | KR Kroger Company (The) | Buy | 144.75estimated | $55.27 | $1,001 – $15,000 | 8220674 KROGER COMPANY CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | CPRT Copart, Inc. (DE) | Buy | 144.81estimated | $55.25 | $1,001 – $15,000 | 8220674 COPART, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | SMCI Super Micro Computer, Inc. | Buy | 168.82estimated | $47.39 | $1,001 – $15,000 | 8220674 SUPER MICRO COMPUTER, INC. CMN |
Oct 14, 2024 Member | Nov 8, 2024 | — OC INC | Buy | — | — | $1,001 – $15,000 | 8220674 OC INC |
Oct 14, 2024 Dependent | Nov 8, 2024 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 103.06estimated | $77.63 | $1,001 – $15,000 | 8220674 CROWDSTRIKE HOLDINGS, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | VICI VICI Properties Inc. | Buy | 244.07estimated | $32.78 | $1,001 – $15,000 | 8220674 VICI PROPERTIES INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 76.32estimated | $104.83 | $1,001 – $15,000 | 8220674 ZIMMER BIOMET HOLDINGS INC |
Oct 14, 2024 Dependent | Nov 8, 2024 | WELL Welltower Inc. | Buy | 62.7estimated | $127.60 | $1,001 – $15,000 | 8220674 WELLTOWER, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | PPG PPG Industries, Inc. | Buy | 62.26estimated | $128.50 | $1,001 – $15,000 | 8220674 IPPG INDUSTRIES, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | PH Parker-Hannifin Corporation | Buy | 12.43estimated | $643.53 | $1,001 – $15,000 | 8220674 PARKER-HANNIFIN CORP. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | PCAR PACCAR Inc. | Buy | 73.93estimated | $108.22 | $1,001 – $15,000 | 8220674 PACCAR INC CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | TROW T. Rowe Price Group, Inc. | Buy | 72.94estimated | $109.68 | $1,001 – $15,000 | 8220674 T. ROWE PRICE GROUP, INC. CMN |
Oct 14, 2024 Member | Nov 8, 2024 | NDAQ Nasdaq, Inc. | Buy | 110.25estimated | $72.57 | $1,001 – $15,000 | 8220674 C NASDAQ INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | — KKR & CD. INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220674 KKR & CD. INC, CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | MS Morgan Stanley | Buy | 71.25estimated | $112.28 | $1,001 – $15,000 | 8220674 MORGAN STANLEY CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | CI The Cigna Group | Buy | 22.76estimated | $351.45 | $1,001 – $15,000 | 8220674 CIGNA GROUP THE CMN |
Oct 14, 2024 Member | Nov 8, 2024 | TRV The Travelers Companies, Inc. | Buy | 33.32estimated | $240.12 | $1,001 – $15,000 | 8220674 THE TRAVELERS COMPANIES, INC CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | — STRYKER CORPORATION CN | Buy | — | — | $1,001 – $15,000 | 8220674 STRYKER CORPORATION CN |
Oct 14, 2024 Dependent | Nov 8, 2024 | UBER Uber Technologies, Inc. | Buy | 94.19estimated | $84.94 | $1,001 – $15,000 | 8220674 JUBER TECHNOLOGIES, INC. CMN |
Oct 14, 2024 Member | Nov 8, 2024 | ABBV AbbVie Inc. | Buy | 40.89estimated | $195.65 | $1,001 – $15,000 | 8220674 ABBVIE INC CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | TMO Thermo Fisher Scientific Inc | Buy | 13.25estimated | $603.79 | $1,001 – $15,000 | 8220674 THERMO FISHER SCIENTIFIC INC CMN |
Oct 14, 2024 Member | Nov 8, 2024 | — CMNI | Buy | — | — | $1,001 – $15,000 | 8220674 CMNI |
Oct 14, 2024 Dependent | Nov 8, 2024 | WMT Walmart Inc. | Buy | 99.65estimated | $80.29 | $1,001 – $15,000 | 8220674 WALMART INC CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | A Agilent Technologies, Inc. | Buy | 55.46estimated | $144.25 | $1,001 – $15,000 | 8220674 AGILENT TECHNOLOGIES, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | CNC Centene Corporation | Buy | 109.75estimated | $72.90 | $1,001 – $15,000 | 8220674 CENTENE CORPORATION CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | — THE BANK OF NY MELLON CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220674 THE BANK OF NY MELLON CORP CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | FAST Fastenal Company | Buy | 208.65estimated | $38.35 | $1,001 – $15,000 | 8220674 FASTENAL COMPANY CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220674 AMERICAN INTL GROUP, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | PRU Prudential Financial, Inc. | Buy | 63.92estimated | $125.17 | $1,001 – $15,000 | 8220674 PRUDENTIAL FINANCIAL INC CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | PLTR Palantir Technologies Inc. Class A | Buy | 184.34estimated | $43.40 | $1,001 – $15,000 | 8220674 PALANTIR TECHNOLOGIES INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | MDLZ Mondelez International, Inc. Class A | Buy | 113.43estimated | $70.53 | $1,001 – $15,000 | 8220674 MONDELEZ INTERNATIONAL, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | AMGN Amgen Inc. | Buy | 24.65estimated | $324.62 | $1,001 – $15,000 | 8220674 AMGEN INC, CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 72.94estimated | $109.69 | $1,001 – $15,000 | 8220674 MERCK & CO., INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | PEP PepsiCo, Inc. | Buy | 45.43estimated | $176.10 | $1,001 – $15,000 | 8220674 PEPSICO, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | — SALESFORCE INC GMAN | Buy | — | — | $1,001 – $15,000 | 8220674 SALESFORCE INC GMAN |
Oct 14, 2024 Dependent | Nov 8, 2024 | AAPL Apple Inc. | Buy | 34.59estimated | $231.30 | $1,001 – $15,000 | 8220674 APPLE INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | DRI Darden Restaurants, Inc. | Buy | 50.98estimated | $156.94 | $1,001 – $15,000 | 8220674 DARDEN RESTAURANTS, INC. CMN |
Oct 14, 2024 Member | Nov 8, 2024 | ENPH Enphase Energy, Inc. | Buy | 78.85estimated | $101.47 | $1,001 – $15,000 | 8220674 LENPHASE ENERGY, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | CTVA Corteva, Inc. Common Stock | Buy | 744.84estimated | $10.74 | $1,001 – $15,000 | 8220674 CORTEVA, INC. CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | LKQ LKQ Corporation | Buy | 203.63estimated | $39.29 | $1,001 – $15,000 | 8220674 LKQ CORPORATION CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | — ROLLINS INC. REGOFF SCTASK0796638 | Buy | — | — | $1,001 – $15,000 | 8220674 ROLLINS INC. REGOFF SCTASK0796638 |
Oct 14, 2024 Dependent | Nov 8, 2024 | CTAS Cintas Corporation | Buy | 37.83estimated | $211.50 | $1,001 – $15,000 | 8220674 CINTAS CORPORATION CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | RSG Republic Services, Inc. | Buy | 38.88estimated | $205.77 | $1,001 – $15,000 | 8220674 REPUBLIC SERVICES INC CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | — MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220674 MOODY'S CORPORATION CMN |
Oct 14, 2024 Member | Nov 8, 2024 | — DELITE CONNECTIVITY CORPORAȚION CMN | Buy | — | — | $1,001 – $15,000 | 8220674 DELITE CONNECTIVITY CORPORAȚION CMN |
Oct 14, 2024 Dependent | Nov 8, 2024 | HUM Humana Inc. | Buy | 29.9estimated | $267.60 | $1,001 – $15,000 | 8220674 HUMANA INC. CMN |
Oct 13, 2024 Spouse | Nov 8, 2024 | WST West Pharmaceutical Services, Inc. | Buy | 27.13estimated | $294.91 | $1,001 – $15,000 | 8220674 WEST PHARMACEUTICAL SERVICES INC |
Oct 12, 2024 Member | Nov 8, 2024 | CPRT Copart, Inc. (DE) | Buy | 143.07estimated | $55.92 | $1,001 – $15,000 | 8220674 P COPART, INC. CMN |
Oct 11, 2024 Member | Nov 8, 2024 | — EULULEMON ATHLEȚICA INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220674 EULULEMON ATHLEȚICA INC. CMN |
Oct 11, 2024 Dependent | Nov 8, 2024 | VYX NCR Voyix Corporation | Buy | 599.29estimated | $13.35 | $1,001 – $15,000 | 8220674 INCR VOYIX CORP CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | LULU lululemon athletica inc. | Buy | 28.75estimated | $278.25 | $1,001 – $15,000 | 8220674 LULULEMON ATHLETICA INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | HUM Humana Inc. | Buy | 31estimated | $258.07 | $1,001 – $15,000 | 8220674 HUMANA INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | INTC Intel Corporation | Buy | 339.58estimated | $23.56 | $1,001 – $15,000 | 8220674 INTEL CORPORATION CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | — LAVIA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220674 LAVIA HOLDINGS INC CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | TGT Target Corporation | Receive | 50.49estimated | $158.46 | $1,001 – $15,000 | 8220674 TARGET CORPORATION CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | KHC The Kraft Heinz Company | Buy | 227.16estimated | $35.22 | $1,001 – $15,000 | 8220674 THE KRAFT HEINZ CO CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | ADBE Adobe Inc. | Buy | 16.15estimated | $495.42 | $1,001 – $15,000 | 8220674 ADOBE INC CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | ENPH Enphase Energy, Inc. | Buy | 79.24estimated | $100.97 | $1,001 – $15,000 | 8220674 ENPHASE ENERGY, INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | — GARMIN LTD CAN | Receive | — | — | $1,001 – $15,000 | 8220674 GARMIN LTD CAN |
Oct 11, 2024 Spouse | Nov 8, 2024 | — MOD IN CAN | Buy | — | — | $1,001 – $15,000 | 8220674 MOD IN CAN |
Oct 11, 2024 Spouse | Nov 8, 2024 | INVH Invitation Homes Inc. | Buy | 237.05estimated | $33.75 | $1,001 – $15,000 | 8220674 INVITATION HOMES INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | COR Cencora, Inc. | Buy | 35.95estimated | $222.56 | $1,001 – $15,000 | 8220674 CENCORA INC CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 72.91estimated | $109.73 | $1,001 – $15,000 | 8220674 MERCK & CO., INC. CMN |
Oct 11, 2024 Member | Nov 8, 2024 | MCK McKesson Corporation | Buy | 15.82estimated | $505.59 | $1,001 – $15,000 | 8220674 P MCKESSON CORPORATION CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | JNJ Johnson & Johnson | Buy | 49.55estimated | $161.46 | $1,001 – $15,000 | 8220674 JOHNSON & JOHNSON CMN |
Oct 11, 2024 Member | Nov 8, 2024 | — P ABA LTD SPONSORED ADR EMN | Buy | — | — | $1,001 – $15,000 | 8220674 P ABA LTD SPONSORED ADR EMN |
Oct 11, 2024 Member | Nov 8, 2024 | — P ICMN | Buy | — | — | $1,001 – $15,000 | 8220674 P ICMN |
Oct 11, 2024 Member | Nov 8, 2024 | NDAQ Nasdaq, Inc. | Buy | 111.71estimated | $71.62 | $1,001 – $15,000 | 8220674 P NASDAQ INC. CMN |
Oct 11, 2024 Member | Nov 8, 2024 | — p BP P.L.C, SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220674 p BP P.L.C, SPONSORED ADR CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220674 SPONSORED ADR CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220674 DANAHER CORPORATION CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | WELL Welltower Inc. | Buy | 63.91estimated | $125.18 | $1,001 – $15,000 | 8220674 WELLTOWER, INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | ORCL Oracle Corporation | Buy | 45.52estimated | $175.77 | $1,001 – $15,000 | 8220674 ORACLE CORPORATION CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | T AT&T Inc. | Buy | 374.38estimated | $21.37 | $1,001 – $15,000 | 8220674 AT&T INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | ABNB Airbnb, Inc. Class A | Buy | 59.53estimated | $134.40 | $1,001 – $15,000 | 8220674 AIRBNB, INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | SMCI Super Micro Computer, Inc. | Buy | 167.37estimated | $47.80 | $1,001 – $15,000 | 8220674 SUPER MICRO COMPUTER, INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | CTVA Corteva, Inc. Common Stock | Buy | 756.9estimated | $10.57 | $1,001 – $15,000 | 8220674 CORTEVA, INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | AZO AutoZone, Inc. | Buy | 2.56estimated | $3,130 | $1,001 – $15,000 | 8220674 AUTOZONE, INC CMN |
Oct 11, 2024 Member | Nov 8, 2024 | MOH Molina Healthcare Inc | Buy | 24.24estimated | $330.12 | $1,001 – $15,000 | 8220674 MOLINA HEALTHCARE, INC, CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | MSFT Microsoft Corporation | Buy | 19.22estimated | $416.32 | $1,001 – $15,000 | 8220674 MICROSOFT CORPORATION CMN x |
Oct 11, 2024 Spouse | Nov 8, 2024 | EG Everest Group, Ltd. | Buy | 20.31estimated | $393.96 | $1,001 – $15,000 | 8220674 JEVEREST GROUP LTD CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | VYX NCR Voyix Corporation | Buy | 599.29estimated | $13.35 | $1,001 – $15,000 | 8220674 NCR VOYIX CORP CMN |
Oct 11, 2024 Member | Nov 8, 2024 | CMG Chipotle Mexican Grill, Inc. | Buy | 136.41estimated | $58.65 | $1,001 – $15,000 | 8220674 CHIPOTLE MEXICAN GRILL, INC. CMN |
Oct 11, 2024 Member | Nov 8, 2024 | — P. LARCH CAPITAL GROUP LTD. CUN | Buy | — | — | $1,001 – $15,000 | 8220674 P. LARCH CAPITAL GROUP LTD. CUN |
Oct 11, 2024 Spouse | Nov 8, 2024 | AJG Arthur J. Gallagher & Co. | Buy | 27.79estimated | $287.91 | $1,001 – $15,000 | 8220674 ARTHUR J GALLAGHER & CO CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | CNC Centene Corporation | Buy | 110.44estimated | $72.44 | $1,001 – $15,000 | 8220674 CENTENE CORPORATION CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | DIS Walt Disney Company (The) | Buy | 84.99estimated | $94.13 | $1,001 – $15,000 | 8220674 WALT DISNEY COMPANY (THE) CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | CME CME Group Inc. Class A | Buy | 36.08estimated | $221.72 | $1,001 – $15,000 | 8220674 CME GROUP INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | AAPL Apple Inc. | Buy | 35.16estimated | $227.55 | $1,001 – $15,000 | 8220674 APPLE INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220674 INTL BUSINESS MACHINES CORP CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | PLTR Palantir Technologies Inc. Class A | Buy | 183.88estimated | $43.51 | $1,001 – $15,000 | 8220674 PALANTIR TECHNOLOGIES INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | L Loews Corporation | Buy | 100.83estimated | $79.35 | $1,001 – $15,000 | 8220674 LOEWS CORPORATION CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | — ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220674 ADR CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | PEP PepsiCo, Inc. | Buy | 45.77estimated | $174.81 | $1,001 – $15,000 | 8220674 PEPSICO, INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | AMGN Amgen Inc. | Buy | 24.37estimated | $328.35 | $1,001 – $15,000 | 8220674 AMGEN INC. CMN |
Oct 11, 2024 Spouse | Nov 8, 2024 | — NOR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220674 NOR VOYIX CORP CMN |
Oct 10, 2024 Dependent | Nov 8, 2024 | — LINKED TO 5&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220674 LINKED TO 5&P 500 INDEX |
Oct 10, 2024 Spouse | Nov 8, 2024 | VYX NCR Voyix Corporation | Buy | 608.87estimated | $13.14 | $1,001 – $15,000 | 8220674 NCR VOYIX CORP CMN |
Oct 10, 2024 Spouse | Nov 8, 2024 | OKTA Okta, Inc. Class A | Buy | 102.66estimated | $77.93 | $1,001 – $15,000 | 8220674 OKTA, INC. CMN |
Oct 10, 2024 Member | Nov 8, 2024 | VYX NCR Voyix Corporation | Buy | 608.87estimated | $13.14 | $1,001 – $15,000 | 8220674 P NCR VOYIX CORP CMN |
Oct 10, 2024 Spouse | Nov 8, 2024 | — OKTA, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8220674 OKTA, ING. CMN |
Oct 10, 2024 Spouse | Nov 8, 2024 | — LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220674 LINKED TO S&P 500 INDEX |
Oct 9, 2024 Dependent | Nov 8, 2024 | FERG Ferguson Enterprises Inc. | Buy | 40.49estimated | $197.60 | $1,001 – $15,000 | 8220674 FERGUSON ENTERPRISES INC CMN |
Oct 9, 2024 Spouse | Nov 8, 2024 | PEP PepsiCo, Inc. | Buy | 46.37estimated | $172.54 | $1,001 – $15,000 | 8220674 PEPSICO, INC. CMN x |
Oct 9, 2024 Member | Nov 8, 2024 | LEA Lear Corporation | Buy | 75.72estimated | $105.66 | $1,001 – $15,000 | 8220674 P LEAR CORPORATION CMN |
Oct 9, 2024 Spouse | Nov 8, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220674 AON PUBLIC LIMITED COMPANY CMN |
Oct 9, 2024 Member | Nov 8, 2024 | LULU lululemon athletica inc. | Buy | 29.19estimated | $274.12 | $1,001 – $15,000 | 8220674 P LULULEMON ATHLETICA INC, CMN |
Oct 9, 2024 Spouse | Nov 8, 2024 | FERG Ferguson Enterprises Inc. | Buy | 40.49estimated | $197.60 | $1,001 – $15,000 | 8220674 FERGUSON ENTERPRISES INC CMN |
Oct 9, 2024 Dependent | Nov 8, 2024 | LEA Lear Corporation | Buy | 75.72estimated | $105.66 | $1,001 – $15,000 | 8220674 LEAR CORPORATION CMN |
Oct 9, 2024 Dependent | Nov 8, 2024 | LULU lululemon athletica inc. | Buy | 29.19estimated | $274.12 | $1,001 – $15,000 | 8220674 LULULEMON ATHLETICA INC. CMN |
Oct 8, 2024 Spouse | Nov 8, 2024 | LULU lululemon athletica inc. | Buy | 28.93estimated | $276.59 | $1,001 – $15,000 | 8220674 LULULEMON ATHLETICA INC. CMN |
Oct 8, 2024 Spouse | Nov 8, 2024 | — NCA VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220674 NCA VOYIX CORP CMN |
Oct 8, 2024 Spouse | Nov 8, 2024 | VYX NCR Voyix Corporation | Buy | 589.14estimated | $13.58 | $1,001 – $15,000 | 8220674 INCR VOYIX CORP CMN |
Oct 8, 2024 Dependent | Nov 8, 2024 | LULU lululemon athletica inc. | Buy | 28.93estimated | $276.59 | $1,001 – $15,000 | 8220674 (LULULEMON ATHLETICA INC. CMN |
Oct 7, 2024 Spouse | Nov 8, 2024 | LULU lululemon athletica inc. | Buy | 29.36estimated | $272.48 | $1,001 – $15,000 | 8220674 LULULEMON ATHLETICA INC. CMN |
Oct 4, 2024 Dependent | Nov 8, 2024 | AAPL Apple Inc. | Buy | 35.28estimated | $226.80 | $1,001 – $15,000 | 8220674 APPLE INC. CMN |
Oct 4, 2024 Spouse | Nov 8, 2024 | LULU lululemon athletica inc. | Buy | 29.59estimated | $270.38 | $1,001 – $15,000 | 8220674 LULULEMON ATHLETICA INC. CMN |
Oct 4, 2024 Dependent | Nov 8, 2024 | LULU lululemon athletica inc. | Buy | 29.59estimated | $270.38 | $1,001 – $15,000 | 8220674 LULULEMON ATHLETICA INC. CMN |
Oct 3, 2024 Spouse | Nov 8, 2024 | — AON PUBLIC LIMITED COMPANY CMN x | Buy | — | — | $1,001 – $15,000 | 8220674 AON PUBLIC LIMITED COMPANY CMN x |
Oct 3, 2024 Dependent | Nov 8, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220674 AON PUBLIC LIMITED COMPANY CMN |
Oct 2, 2024 Member | Nov 8, 2024 | — UBS AG LINKED TO BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8220674 UBS AG LINKED TO BASKET OF INDICES |
Oct 2, 2024 Spouse | Nov 8, 2024 | HUM Humana Inc. | Buy | 32.46estimated | $246.49 | $1,001 – $15,000 | 8220674 HUMANA INC. CMN |
Oct 2, 2024 Dependent | Nov 8, 2024 | — HUMANA INC. CMA | Buy | — | — | $1,001 – $15,000 | 8220674 HUMANA INC. CMA |
Oct 2, 2024 Spouse | Nov 8, 2024 | HUM Humana Inc. | Buy | 32.46estimated | $246.49 | $1,001 – $15,000 | 8220674 HUMANA INC. CMN |
Oct 2, 2024 Spouse | Nov 8, 2024 | HUM Humana Inc. | Buy | 32.46estimated | $246.49 | $1,001 – $15,000 | 8220674 HUMANA INC. CMN |
Oct 2, 2024 Dependent | Nov 8, 2024 | HUM Humana Inc. | Buy | 32.46estimated | $246.49 | $1,001 – $15,000 | 8220674 HUMANA INC. CMN |
Oct 2, 2024 Dependent | Nov 8, 2024 | HUM Humana Inc. | Buy | 32.46estimated | $246.49 | $1,001 – $15,000 | 8220674 HUMANA INC. CMN |
Oct 2, 2024 Spouse | Nov 8, 2024 | — NOR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220674 NOR VOYIX CORP CMN |
Oct 2, 2024 Spouse | Nov 8, 2024 | — UBS AG LINKED TO BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8220674 UBS AG LINKED TO BASKET OF INDICES |
Oct 2, 2024 Spouse | Nov 8, 2024 | VYX NCR Voyix Corporation | Buy | 583.55estimated | $13.71 | $1,001 – $15,000 | 8220674 NCR VOYIX CORP CMN |
Sep 30, 2024 Dependent | Oct 4, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220660 AON PUBLIC LIMITED COMPANY CMN |
Sep 30, 2024 Spouse | Oct 4, 2024 | PEP PepsiCo, Inc. | Buy | 47.05estimated | $170.05 | $1,001 – $15,000 | 8220660 PEPSICO, INC. CMN |
Sep 30, 2024 Spouse | Oct 4, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220660 AON PUBLIC LIMITED COMPANY CMN |
Sep 30, 2024 Dependent | Oct 4, 2024 | PEP PepsiCo, Inc. | Buy | 47.05estimated | $170.05 | $1,001 – $15,000 | 8220660 iPEPSICO, INC. CMN |
Sep 27, 2024 Spouse | Oct 4, 2024 | VYX NCR Voyix Corporation | Buy | 583.13estimated | $13.72 | $1,001 – $15,000 | 8220660 INCR VOYIX CORP CMN x |
Sep 27, 2024 Spouse | Oct 4, 2024 | PEP PepsiCo, Inc. | Buy | 47.06estimated | $170.00 | $1,001 – $15,000 | 8220660 PEPSICO, INC. CMN |
Sep 27, 2024 Dependent | Oct 4, 2024 | PEP PepsiCo, Inc. | Buy | 47.06estimated | $170.00 | $1,001 – $15,000 | 8220660 PEPSICO, INC. CMN |
Sep 27, 2024 Spouse | Oct 4, 2024 | — I DUN & BHADSTREET HOLDINGS, INC INCR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220660 I DUN & BHADSTREET HOLDINGS, INC INCR VOYIX CORP CMN |
Sep 26, 2024 Spouse | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 26, 2024 Spouse | Oct 4, 2024 | OKTA Okta, Inc. Class A | Buy | 107.69estimated | $74.29 | $1,001 – $15,000 | 8220660 LOKTA, INC. CMN |
Sep 26, 2024 Spouse | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 26, 2024 Spouse | Oct 4, 2024 | OKTA Okta, Inc. Class A | Buy | 107.69estimated | $74.29 | $1,001 – $15,000 | 8220660 OKTA. INC. CMN |
Sep 23, 2024 Spouse | Oct 4, 2024 | PEP PepsiCo, Inc. | Buy | 46.48estimated | $172.11 | $1,001 – $15,000 | 8220660 PEPSICO, INC. CMN |
Sep 23, 2024 Member | Oct 4, 2024 | PEP PepsiCo, Inc. | Buy | 46.48estimated | $172.11 | $1,001 – $15,000 | 8220660 UC [PEPSICO, INC. CMN |
Sep 20, 2024 Dependent | Oct 4, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220660 AON PUBLIC LIMITED COMPANY CMN |
Sep 20, 2024 Spouse | Oct 4, 2024 | OKTA Okta, Inc. Class A | Buy | 105.62estimated | $75.75 | $1,001 – $15,000 | 8220660 LOKTA, INC. CMN |
Sep 20, 2024 Dependent | Oct 4, 2024 | — ACCENTURE PLE CMN | Buy | — | — | $1,001 – $15,000 | 8220660 ACCENTURE PLE CMN |
Sep 20, 2024 Dependent | Oct 4, 2024 | OKTA Okta, Inc. Class A | Buy | 105.62estimated | $75.75 | $1,001 – $15,000 | 8220660 OKTA, INC. CMN |
Sep 20, 2024 Spouse | Oct 4, 2024 | PEP PepsiCo, Inc. | Buy | 46.74estimated | $171.18 | $1,001 – $15,000 | 8220660 PEPSICO, INC. CMN |
Sep 20, 2024 Spouse | Oct 4, 2024 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 23.8estimated | $336.22 | $1,001 – $15,000 | 8220660 ACCENTURE PLC CMN |
Sep 20, 2024 Spouse | Oct 4, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220660 AON PUBLIC LIMITED COMPANY CMN |
Sep 20, 2024 Spouse | Oct 4, 2024 | — AIR LEASE CORPORATION HYBRID ACCENTURE PLE CMN | Buy | — | — | $1,001 – $15,000 | 8220660 AIR LEASE CORPORATION HYBRID ACCENTURE PLE CMN |
Sep 20, 2024 Member | Oct 4, 2024 | — OC IPEPSICO, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 OC IPEPSICO, INC. CMN |
Sep 20, 2024 Dependent | Oct 4, 2024 | — LACCENTURE PLE CMN | Buy | — | — | $1,001 – $15,000 | 8220660 LACCENTURE PLE CMN |
Sep 20, 2024 Spouse | Oct 4, 2024 | OKTA Okta, Inc. Class A | Buy | 105.62estimated | $75.75 | $1,001 – $15,000 | 8220660 (OKTA, INC. CMN |
Sep 19, 2024 Spouse | Oct 4, 2024 | — AON PUBLIC LIMITED COMPANY CMN * | Buy | — | — | $1,001 – $15,000 | 8220660 AON PUBLIC LIMITED COMPANY CMN * |
Sep 19, 2024 Member | Oct 4, 2024 | — UC AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220660 UC AON PUBLIC LIMITED COMPANY CMN |
Sep 18, 2024 Dependent | Oct 4, 2024 | — LINDE PLO CMN | Buy | — | — | $1,001 – $15,000 | 8220660 LINDE PLO CMN |
Sep 17, 2024 Member | Oct 4, 2024 | MU Micron Technology, Inc. | Buy | 90.17estimated | $88.73 | $1,001 – $15,000 | 8220660 P MICRON TECHNOLOGY, INC. CMN _x |
Sep 17, 2024 Member | Oct 4, 2024 | MU Micron Technology, Inc. | Buy | 90.17estimated | $88.73 | $1,001 – $15,000 | 8220660 Dr. MICRON TECHNOLOGY, INC. CMN |
Sep 17, 2024 Dependent | Oct 4, 2024 | MU Micron Technology, Inc. | Buy | 90.17estimated | $88.73 | $1,001 – $15,000 | 8220660 MICRON TECHNOLOGY. INC. CMN |
Sep 17, 2024 Dependent | Oct 4, 2024 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 119.09estimated | $67.18 | $1,001 – $15,000 | 8220660 CROWDSTRIKE HOLDINGS, INC. CMN |
Sep 17, 2024 Dependent | Oct 4, 2024 | DDOG Datadog, Inc. Class A | Buy | 71.48estimated | $111.93 | $1,001 – $15,000 | 8220660 DATADOG, INC. CMN |
Sep 17, 2024 Spouse | Oct 4, 2024 | MU Micron Technology, Inc. | Buy | 90.17estimated | $88.73 | $1,001 – $15,000 | 8220660 MICRON TECHNOLOGY, INC. CMN |
Sep 13, 2024 Dependent | Oct 4, 2024 | SYK Stryker Corporation | Receive | 21.61estimated | $370.25 | $1,001 – $15,000 | 8220660 ISTRYKER CORPORATION CMN |
Sep 13, 2024 Dependent | Oct 4, 2024 | — INVRINCOMN | Receive | — | — | $1,001 – $15,000 | 8220660 INVRINCOMN |
Sep 12, 2024 Member | Oct 4, 2024 | — P INCR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220660 P INCR VOYIX CORP CMN |
Sep 12, 2024 Spouse | Oct 4, 2024 | — PLINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220660 PLINKED TO S&P 500 INDEX |
Sep 12, 2024 Member | Oct 4, 2024 | — CANADIAN IMPERIAL BANK OF COMM S00 INDEX x | Buy | — | — | $1,001 – $15,000 | 8220660 CANADIAN IMPERIAL BANK OF COMM S00 INDEX x |
Sep 12, 2024 Dependent | Oct 4, 2024 | — P 50D INDEX | Buy | — | — | $1,001 – $15,000 | 8220660 P 50D INDEX |
Sep 12, 2024 Member | Oct 4, 2024 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220660 INDEX |
Sep 12, 2024 Spouse | Oct 4, 2024 | VYX NCR Voyix Corporation | Buy | 652.04estimated | $12.27 | $1,001 – $15,000 | 8220660 INCR VOYIX CORP CMN |
Sep 12, 2024 Dependent | Oct 4, 2024 | — INDEX BNP PARIBÁS LINKED TÓ S&P S00 | Buy | — | — | $1,001 – $15,000 | 8220660 INDEX BNP PARIBÁS LINKED TÓ S&P S00 |
Sep 11, 2024 Spouse | Oct 4, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220660 AON PUBLIC LIMITED COMPANY CMN |
Sep 11, 2024 Dependent | Oct 4, 2024 | — LAON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220660 LAON PUBLIC LIMITED COMPANY CMN |
Sep 10, 2024 Dependent | Oct 4, 2024 | — BASKET OF INDICES MARTIN MĂRIETTÀ MATERIALS, INC | Buy | — | — | $1,001 – $15,000 | 8220660 BASKET OF INDICES MARTIN MĂRIETTÀ MATERIALS, INC |
Sep 9, 2024 Member | Oct 4, 2024 | — P DOLLAR TREE STORES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 P DOLLAR TREE STORES, INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | AES The AES Corporation | Buy | 493.86estimated | $16.20 | $1,001 – $15,000 | 8220660 AES CORP. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — MOUNA HEALTHCARE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 MOUNA HEALTHCARE, INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — IPTE INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 IPTE INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | CNC Centene Corporation | Buy | 112.94estimated | $70.84 | $1,001 – $15,000 | 8220660 CENTENE CORPORATION CMN |
Sep 9, 2024 Member | Oct 4, 2024 | — P ¡A VOTING | Buy | — | — | $1,001 – $15,000 | 8220660 P ¡A VOTING |
Sep 9, 2024 Member | Oct 4, 2024 | MRNA Moderna, Inc. | Buy | 104.43estimated | $76.61 | $1,001 – $15,000 | 8220660 P [MODERNA, INC. CMN |
Sep 9, 2024 Member | Oct 4, 2024 | — P ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 P ICMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | ALGN Align Technology, Inc. | Buy | 36.14estimated | $221.38 | $1,001 – $15,000 | 8220660 JALIGN TECHNOLOGY, INC CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | DIS Walt Disney Company (The) | Buy | 90.56estimated | $88.34 | $1,001 – $15,000 | 8220660 WALT DISNEY COMPANY (THE) CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | SNPS Synopsys, Inc. | Buy | 17.24estimated | $464.16 | $1,001 – $15,000 | 8220660 ISYNOPSYS INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — CLASS B ¡DUN & BRADSTREET HOLDINGS, INC ..* | Buy | — | — | $1,001 – $15,000 | 8220660 CLASS B ¡DUN & BRADSTREET HOLDINGS, INC ..* |
Sep 9, 2024 Spouse | Oct 4, 2024 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220660 WARNER BROS DISCOVERY INC CMN |
Sep 9, 2024 Member | Oct 4, 2024 | — P "PARAMOUNT GLOBAL CMN | Buy | — | — | $1,001 – $15,000 | 8220660 P "PARAMOUNT GLOBAL CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — ICMN * | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN * |
Sep 9, 2024 Spouse | Oct 4, 2024 | — ON SEMICONDUCTOR CORPORATION PAYCOM SOFTWARE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 ON SEMICONDUCTOR CORPORATION PAYCOM SOFTWARE, INC. CMN |
Sep 9, 2024 Member | Oct 4, 2024 | DXCM DexCom, Inc. | Buy | 114.77estimated | $69.71 | $1,001 – $15,000 | 8220660 DEXCOM, INC CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220660 CLASSA |
Sep 9, 2024 Spouse | Oct 4, 2024 | LULU lululemon athletica inc. | Buy | 32.18estimated | $248.59 | $1,001 – $15,000 | 8220660 LULULEMON ATHLETICA INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — IDAYFORCE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220660 IDAYFORCE INC CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 69.32estimated | $115.41 | $1,001 – $15,000 | 8220660 MERCK & CO., INC. CMN |
Sep 9, 2024 Member | Oct 4, 2024 | CI The Cigna Group | Buy | 22.37estimated | $357.61 | $1,001 – $15,000 | 8220660 P İCIGNA GROUP/THE CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | EXC Exelon Corporation | Buy | 206.57estimated | $38.73 | $1,001 – $15,000 | 8220660 EXELON CORPORATION CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | AMGN Amgen Inc. | Buy | 24.55estimated | $325.92 | $1,001 – $15,000 | 8220660 AMGEN INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — STARBUCKS COAP. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 STARBUCKS COAP. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — LINTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220660 LINTL BUSINESS MACHINES CORP CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | CVS CVS Health Corporation | Buy | 141.68estimated | $56.47 | $1,001 – $15,000 | 8220660 I CVS HEALTH CORP CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — AMAZON.COMING CMN | Buy | — | — | $1,001 – $15,000 | 8220660 AMAZON.COMING CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | INTC Intel Corporation | Buy | 419.53estimated | $19.07 | $1,001 – $15,000 | 8220660 LINTEL CORPORATION CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | TSLA Tesla, Inc. | Buy | 36.99estimated | $216.27 | $1,001 – $15,000 | 8220660 ITESLA, INC. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | DIS Walt Disney Company (The) | Buy | 90.56estimated | $88.34 | $1,001 – $15,000 | 8220660 WALT DISNEY COMPANY (THE) CMN |
Sep 9, 2024 Member | Oct 4, 2024 | BBWI Bath & Body Works, Inc. | Buy | 290.5estimated | $27.54 | $1,001 – $15,000 | 8220660 Dr !BATH & BODY WORKS, INC. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | — ICLASSA | Buy | — | — | $1,001 – $15,000 | 8220660 ICLASSA |
Sep 9, 2024 Dependent | Oct 4, 2024 | AMD Advanced Micro Devices, Inc. | Buy | 57.91estimated | $138.15 | $1,001 – $15,000 | 8220660 ADVANCED MICRO DEVICES, INC. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220660 IWARNER BROS DISCOVERY INC CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | FAST Fastenal Company | Buy | 235estimated | $34.05 | $1,001 – $15,000 | 8220660 FASTENAL COMPANY CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | — LULULEMON ATLETICA INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 LULULEMON ATLETICA INC. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | PCAR PACCAR Inc. | Buy | 84.24estimated | $94.97 | $1,001 – $15,000 | 8220660 PACCAR INC CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | — AMERICAN INTL GROUP, INC. CMN x! | Buy | — | — | $1,001 – $15,000 | 8220660 AMERICAN INTL GROUP, INC. CMN x! |
Sep 9, 2024 Member | Oct 4, 2024 | BIIB Biogen Inc. | Buy | 40.15estimated | $199.27 | $1,001 – $15,000 | 8220660 UC I BIOGEN INC. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | WST West Pharmaceutical Services, Inc. | Buy | 26.49estimated | $302.03 | $1,001 – $15,000 | 8220660 (WEST PHARMACEUTICAL SERVICES INC |
Sep 9, 2024 Dependent | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | BKNG Booking Holdings Inc. | Buy | 52.59estimated | $152.12 | $1,001 – $15,000 | 8220660 BOOKING HOLDINGS INC. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | NVDA NVIDIA Corporation | Buy | 75.14estimated | $106.47 | $1,001 – $15,000 | 8220660 NVIDIA CORPORATION CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | NXPI NXP Semiconductors N.V. | Buy | 34.69estimated | $230.60 | $1,001 – $15,000 | 8220660 INXP SEMICONDUCTORS N.V. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | DG Dollar General Corporation | Buy | 98.8estimated | $80.98 | $1,001 – $15,000 | 8220660 DOLLAR GENERAL CORPORATION CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | CNC Centene Corporation | Buy | 112.94estimated | $70.84 | $1,001 – $15,000 | 8220660 CENTENE CORPORATION CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | PTC PTC Inc. | Buy | 47.68estimated | $167.80 | $1,001 – $15,000 | 8220660 IPTC INC. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | CMG Chipotle Mexican Grill, Inc. | Buy | 147.37estimated | $54.29 | $1,001 – $15,000 | 8220660 ICHIPOTLE MEXICAN GRILL INC. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | GPC Genuine Parts Company | Buy | 58.56estimated | $136.61 | $1,001 – $15,000 | 8220660 GENUINE PARTS CO. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | — LANC FINANCIAL SERVICES GROUP, CMN | Buy | — | — | $1,001 – $15,000 | 8220660 LANC FINANCIAL SERVICES GROUP, CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | — NT NC CAN | Buy | — | — | $1,001 – $15,000 | 8220660 NT NC CAN |
Sep 9, 2024 Dependent | Oct 4, 2024 | ALB Albemarle Corporation | Buy | 102.03estimated | $78.41 | $1,001 – $15,000 | 8220660 LALBEMARLE CORP CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | MTB M&T Bank Corporation | Buy | 47.4estimated | $168.78 | $1,001 – $15,000 | 8220660 IM&T BANK CORPORATION CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | — DOLLAR TREE STORES, INÇ. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 DOLLAR TREE STORES, INÇ. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | LKQ LKQ Corporation | Buy | 200.11estimated | $39.98 | $1,001 – $15,000 | 8220660 ILKQ CORPORATION CMN |
Sep 9, 2024 Member | Oct 4, 2024 | — FORTIVE CORPORATION CMIN | Buy | — | — | $1,001 – $15,000 | 8220660 FORTIVE CORPORATION CMIN |
Sep 9, 2024 Dependent | Oct 4, 2024 | ALGN Align Technology, Inc. | Buy | 36.14estimated | $221.38 | $1,001 – $15,000 | 8220660 ALIGN TECHNOLOGY, INC CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | — AIRANB, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 AIRANB, INC. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 129.78estimated | $61.65 | $1,001 – $15,000 | 8220660 CROWDSTRIKE HOLDINGS, INC. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | SNPS Synopsys, Inc. | Buy | 17.24estimated | $464.16 | $1,001 – $15,000 | 8220660 SYNOPSYS INC. CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | MCK McKesson Corporation | Buy | 15.71estimated | $509.42 | $1,001 – $15,000 | 8220660 MCKESSON CORPORATION CMN * |
Sep 9, 2024 Dependent | Oct 4, 2024 | NKE Nike, Inc. | Buy | 100.65estimated | $79.49 | $1,001 – $15,000 | 8220660 NIKE CLASS-B CMN |
Sep 9, 2024 Member | Oct 4, 2024 | INTC Intel Corporation | Buy | 419.53estimated | $19.07 | $1,001 – $15,000 | 8220660 LINTEL CORPORATION CMN |
Sep 9, 2024 Dependent | Oct 4, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 69.32estimated | $115.41 | $1,001 – $15,000 | 8220660 MERCK & CO., INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | ETSY Etsy, Inc. | Buy | 152.83estimated | $52.35 | $1,001 – $15,000 | 8220660 SETSY, INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | TEL TE Connectivity plc Ordinary Shares | Buy | 55.24estimated | $144.82 | $1,001 – $15,000 | 8220660 TE CONNECTIVITY LTD CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — jODPART, INC. CIN | Buy | — | — | $1,001 – $15,000 | 8220660 jODPART, INC. CIN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — MICRON TECHNOLOGY, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220660 MICRON TECHNOLOGY, INC. CAN |
Sep 9, 2024 Spouse | Oct 4, 2024 | NXPI NXP Semiconductors N.V. | Buy | 34.69estimated | $230.60 | $1,001 – $15,000 | 8220660 INXP SEMICONDUCTORS N.V. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — QUALCOMM IN CMN | Buy | — | — | $1,001 – $15,000 | 8220660 QUALCOMM IN CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — FREEPORT-MOMORAN INC CMN ix | Buy | — | — | $1,001 – $15,000 | 8220660 FREEPORT-MOMORAN INC CMN ix |
Sep 9, 2024 Spouse | Oct 4, 2024 | — (CENTENE CORPDRATION CMN | Buy | — | — | $1,001 – $15,000 | 8220660 (CENTENE CORPDRATION CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | PTC PTC Inc. | Buy | 47.68estimated | $167.80 | $1,001 – $15,000 | 8220660 PTC INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | CVS CVS Health Corporation | Buy | 141.68estimated | $56.47 | $1,001 – $15,000 | 8220660 CVS HEALTH CORP CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — AVOTING | Buy | — | — | $1,001 – $15,000 | 8220660 AVOTING |
Sep 9, 2024 Spouse | Oct 4, 2024 | ORCL Oracle Corporation | Buy | 57.19estimated | $139.89 | $1,001 – $15,000 | 8220660 LORACLE CORPORATION CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | INTU Intuit Inc. | Buy | 12.76estimated | $626.99 | $1,001 – $15,000 | 8220660 INTUIT INC CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | AZO AutoZone, Inc. | Buy | 2.56estimated | $3,121 | $1,001 – $15,000 | 8220660 AUTOZONE, INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | MOH Molina Healthcare Inc | Buy | 24.71estimated | $323.72 | $1,001 – $15,000 | 8220660 MOLINA HEALTHCARE, INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | NVDA NVIDIA Corporation | Receive | 75.14estimated | $106.47 | $1,001 – $15,000 | 8220660 INVIDIA CORPORATION CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — DECKERS OUTDOORS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220660 DECKERS OUTDOORS CORP CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 9, 2024 Member | Oct 4, 2024 | INCY Incyte Corp. | Buy | 128.5estimated | $62.26 | $1,001 – $15,000 | 8220660 HINCYTE CORPORATION CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | FDX FedEx Corporation | Buy | 35.78estimated | $223.62 | $1,001 – $15,000 | 8220660 FEDEX CORPORATION CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | TMO Thermo Fisher Scientific Inc | Buy | 12.9estimated | $620.42 | $1,001 – $15,000 | 8220660 THERMO FISHER SCIENTIFIC INC CMN |
Sep 9, 2024 Member | Oct 4, 2024 | — P DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220660 P DANAHER CORPORATION CMN |
Sep 9, 2024 Member | Oct 4, 2024 | MSFT Microsoft Corporation | Buy | 19.72estimated | $405.72 | $1,001 – $15,000 | 8220660 P _MICROSOFT CORPORATION CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — BROADCOM INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220660 BROADCOM INC. CAN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — CADENCE DESIGN SYSTEMS ING CMIN | Buy | — | — | $1,001 – $15,000 | 8220660 CADENCE DESIGN SYSTEMS ING CMIN |
Sep 9, 2024 Spouse | Oct 4, 2024 | SNPS Synopsys, Inc. | Buy | 17.24estimated | $464.16 | $1,001 – $15,000 | 8220660 ISYNOPSYS INC. CMN |
Sep 9, 2024 Member | Oct 4, 2024 | PEP PepsiCo, Inc. | Buy | 44.9estimated | $178.19 | $1,001 – $15,000 | 8220660 P PEPSICO, INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | TBBK The Bancorp Inc | Buy | 163.18estimated | $49.03 | $1,001 – $15,000 | 8220660 U.S. BANCORP CMN |
Sep 9, 2024 Member | Oct 4, 2024 | ROK Rockwell Automation, Inc. | Buy | 30.86estimated | $259.25 | $1,001 – $15,000 | 8220660 ROCKWELL AUTOMATION INC CMN |
Sep 9, 2024 Member | Oct 4, 2024 | — P ICISCO SYSTEMS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 P ICISCO SYSTEMS, INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | WFC Wells Fargo & Company | Buy | 146.56estimated | $54.59 | $1,001 – $15,000 | 8220660 WELLS FARGO & COMPANY CMN |
Sep 9, 2024 Member | Oct 4, 2024 | — P ¡PAYCOM SOFTWARE, INC. CMIN x | Buy | — | — | $1,001 – $15,000 | 8220660 P ¡PAYCOM SOFTWARE, INC. CMIN x |
Sep 9, 2024 Spouse | Oct 4, 2024 | — LAMB WESTON HOLDINGS, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220660 LAMB WESTON HOLDINGS, INC. CMIN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — MCKESSON CORPIORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220660 MCKESSON CORPIORATION CMN |
Sep 9, 2024 Member | Oct 4, 2024 | — P ILKO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220660 P ILKO CORPORATION CMN |
Sep 9, 2024 Member | Oct 4, 2024 | ENPH Enphase Energy, Inc. | Buy | 77.64estimated | $103.04 | $1,001 – $15,000 | 8220660 P İENPHASE ENERGY, INC. CMN |
Sep 9, 2024 Member | Oct 4, 2024 | — P APPUED MATERIALS INC CANN | Buy | — | — | $1,001 – $15,000 | 8220660 P APPUED MATERIALS INC CANN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — EDWARDS LIFESCIENCES CORPORATI ¡SALESFORCE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220660 EDWARDS LIFESCIENCES CORPORATI ¡SALESFORCE INC CMN |
Sep 9, 2024 Member | Oct 4, 2024 | — P DOLLAR TREE STORES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 P DOLLAR TREE STORES, INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — PNC FINANCIAL SERVICES GROUP, EMN | Buy | — | — | $1,001 – $15,000 | 8220660 PNC FINANCIAL SERVICES GROUP, EMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | ALB Albemarle Corporation | Buy | 102.03estimated | $78.41 | $1,001 – $15,000 | 8220660 ALBEMARLE CORP CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — ADOBE INC.EMN | Buy | — | — | $1,001 – $15,000 | 8220660 ADOBE INC.EMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | MRNA Moderna, Inc. | Buy | 104.43estimated | $76.61 | $1,001 – $15,000 | 8220660 MODERNA, INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — INTEL CORPORTON C | Buy | — | — | $1,001 – $15,000 | 8220660 INTEL CORPORTON C |
Sep 9, 2024 Spouse | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — ON SEMICONDÚCTOR CORPORATION | Buy | — | — | $1,001 – $15,000 | 8220660 ON SEMICONDÚCTOR CORPORATION |
Sep 9, 2024 Spouse | Oct 4, 2024 | GOOGL Alphabet Inc. Class A | Buy | 53.8estimated | $148.71 | $1,001 – $15,000 | 8220660 ALPHABET INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | AMGN Amgen Inc. | Buy | 24.55estimated | $325.92 | $1,001 – $15,000 | 8220660 LAMGEN INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | LRCX Lam Research Corporation | Buy | 108.95estimated | $73.43 | $1,001 – $15,000 | 8220660 LAM RESEARCH CORPORATION CMN |
Sep 9, 2024 Member | Oct 4, 2024 | LULU lululemon athletica inc. | Buy | 32.18estimated | $248.59 | $1,001 – $15,000 | 8220660 P ¡LULULEMON ATHLETICA INC. CMN _* |
Sep 9, 2024 Spouse | Oct 4, 2024 | ROP Roper Technologies, Inc. | Buy | 14.46estimated | $553.39 | $1,001 – $15,000 | 8220660 ROPER TECHNOLOGIES INC CMN x |
Sep 9, 2024 Spouse | Oct 4, 2024 | AMZN Amazon.com, Inc. | Buy | 45.61estimated | $175.40 | $1,001 – $15,000 | 8220660 AMAZON. COM INC. CMN _2 |
Sep 9, 2024 Spouse | Oct 4, 2024 | IBM International Business Machines Corporation | Buy | 39.31estimated | $203.53 | $1,001 – $15,000 | 8220660 IN BUSINESS MACHINES CORP CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | NKE Nike, Inc. | Buy | 100.65estimated | $79.49 | $1,001 – $15,000 | 8220660 NIKE CLASS-8 CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | NKE Nike, Inc. | Buy | 100.65estimated | $79.49 | $1,001 – $15,000 | 8220660 NIKE CLASS-8 CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | ALB Albemarle Corporation | Buy | 102.03estimated | $78.41 | $1,001 – $15,000 | 8220660 JALBEMARLE CORP CMN |
Sep 9, 2024 Member | Oct 4, 2024 | BIIB Biogen Inc. | Buy | 40.15estimated | $199.27 | $1,001 – $15,000 | 8220660 P BIOGEN INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — HOW IN CH | Buy | — | — | $1,001 – $15,000 | 8220660 HOW IN CH |
Sep 9, 2024 Member | Oct 4, 2024 | HSIC Henry Schein, Inc. | Buy | 116.13estimated | $68.89 | $1,001 – $15,000 | 8220660 P HENRY SCHEIN INC COMMON STOCK |
Sep 9, 2024 Spouse | Oct 4, 2024 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220660 AMERICAN INTL GROUP, INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | AMD Advanced Micro Devices, Inc. | Receive | 57.91estimated | $138.15 | $1,001 – $15,000 | 8220660 ADVANCED MICRO DEVICES, INC. CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — ARCHER DANIELS MIDLAND COMPANY FREEPORT MEMORAN INC CMN | Sell | — | — | $1,001 – $15,000 | 8220660 ARCHER DANIELS MIDLAND COMPANY FREEPORT MEMORAN INC CMN |
Sep 9, 2024 Spouse | Oct 4, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220660 CLASSA |
Sep 9, 2024 Spouse | Oct 4, 2024 | — SEQUINIX, INC. REIT ¡MASTERCARD INCORPORATEO CMN | Buy | — | — | $1,001 – $15,000 | 8220660 SEQUINIX, INC. REIT ¡MASTERCARD INCORPORATEO CMN |
Sep 6, 2024 Spouse | Oct 4, 2024 | MU Micron Technology, Inc. | Buy | 92.62estimated | $86.38 | $1,001 – $15,000 | 8220660 MICRON TECHNOLOGY, INC. CMN |
Sep 5, 2024 Member | Oct 4, 2024 | — Dr. ;AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220660 Dr. ;AON PUBLIC LIMITED COMPANY CMN |
Sep 5, 2024 Dependent | Oct 4, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220660 ICMN |
Sep 5, 2024 Spouse | Oct 4, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220660 AON PUBLIC LIMITED COMPANY CMN |
Sep 5, 2024 Spouse | Sep 6, 2024 | GILD Gilead Sciences, Inc. | Buy | 101.57estimated | $78.77 | $1,001 – $15,000 | 8220626 GILEAD SCIENCES CMN |
Sep 4, 2024 Dependent | Oct 4, 2024 | — JUINKED TO BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8220660 JUINKED TO BASKET OF INDICES |
Sep 4, 2024 Spouse | Oct 4, 2024 | — AON PUBLIC LIMITED COMPANY CMN .к | Buy | — | — | $1,001 – $15,000 | 8220660 AON PUBLIC LIMITED COMPANY CMN .к |
Sep 3, 2024 Dependent | Oct 4, 2024 | — TINDEX | Buy | — | — | $1,001 – $15,000 | 8220660 TINDEX |
Aug 30, 2024 Dependent | Sep 6, 2024 | — LINKED TO S&P S00 INDEX | Buy | — | — | $1,001 – $15,000 | 8220626 LINKED TO S&P S00 INDEX |
Aug 30, 2024 Spouse | Sep 6, 2024 | — LUBS AG LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220626 LUBS AG LINKED TO S&P 500 INDEX |
Aug 30, 2024 Dependent | Sep 6, 2024 | — LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220626 LINKED TO S&P 500 INDEX |
Aug 30, 2024 Spouse | Sep 6, 2024 | — LINKED TO SEP 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220626 LINKED TO SEP 500 INDEX |
Aug 29, 2024 Spouse | Sep 6, 2024 | — AVANTOR FUNDING, INC. CMN | Receive | — | — | $1,001 – $15,000 | 8220626 AVANTOR FUNDING, INC. CMN |
Aug 28, 2024 Member | Sep 6, 2024 | — LEMN | Buy | — | — | $1,001 – $15,000 | 8220626 LEMN |
Aug 28, 2024 Dependent | Sep 6, 2024 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 AVANTOR FUNDING, INC. CMN |
Aug 27, 2024 Dependent | Sep 6, 2024 | PFE Pfizer, Inc. | Buy | 277.6estimated | $28.82 | $1,001 – $15,000 | 8220626 PFIZER INC. CMN X |
Aug 27, 2024 Dependent | Sep 6, 2024 | PEP PepsiCo, Inc. | Buy | 45.64estimated | $175.30 | $1,001 – $15,000 | 8220626 PEPSICO, INC. CMN |
Aug 23, 2024 Spouse | Sep 6, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220626 BERKSHIRE HATHAWAY INC. CLASS B |
Aug 23, 2024 Dependent | Sep 6, 2024 | LH Labcorp Holdings Inc. | Buy | 34.65estimated | $230.89 | $1,001 – $15,000 | 8220626 LABCORP HOLDINGS INC CMN |
Aug 22, 2024 Dependent | Sep 6, 2024 | — N VR INC CMN * | Buy | — | — | $1,001 – $15,000 | 8220626 N VR INC CMN * |
Aug 21, 2024 Spouse | Sep 6, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220626 BERKSHIRE HATHAWAY INC. CLASS B |
Aug 21, 2024 Dependent | Sep 6, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220626 BERKSHIRE HATHAWAY INC. CLASS B |
Aug 21, 2024 Spouse | Sep 6, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220626 ICMN |
Aug 21, 2024 Spouse | Sep 6, 2024 | DIS Walt Disney Company (The) | Buy | 88.19estimated | $90.72 | $1,001 – $15,000 | 8220626 WALT DISNEY COMPANY (THE) CMN |
Aug 21, 2024 Spouse | Sep 6, 2024 | — NCA VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220626 NCA VOYIX CORP CMN |
Aug 21, 2024 Member | Sep 6, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220626 BERKSHIRE HATHAWAY INC. CLASS B |
Aug 20, 2024 Member | Sep 6, 2024 | — DCUIVERTIV HOLDINGS LICCMN | Buy | — | — | $1,001 – $15,000 | 8220626 DCUIVERTIV HOLDINGS LICCMN |
Aug 20, 2024 Dependent | Sep 6, 2024 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 27.01estimated | $296.24 | $1,001 – $15,000 | 8220626 EATON CORP PLC CMN |
Aug 20, 2024 Member | Sep 6, 2024 | — C CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220626 C CATERPILLAR INC (DELAWARE) CMN |
Aug 16, 2024 Member | Sep 6, 2024 | — P HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 P HONEYWELL INTL INC CMN |
Aug 16, 2024 Dependent | Sep 6, 2024 | — HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 HONEYWELL INTL INC CMN |
Aug 15, 2024 Spouse | Sep 6, 2024 | — HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 HONEYWELL INTL INC CMN |
Aug 15, 2024 Spouse | Sep 6, 2024 | — INFINERA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220626 INFINERA CORPORATION CMN |
Aug 15, 2024 Member | Sep 6, 2024 | — INFINERA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220626 INFINERA CORPORATION CMN |
Aug 15, 2024 Dependent | Sep 6, 2024 | — HONEYWELL, INT. INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 HONEYWELL, INT. INC CMN |
Aug 15, 2024 Spouse | Sep 6, 2024 | — UBS AG LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220626 UBS AG LINKED TO S&P 500 INDEX |
Aug 15, 2024 Dependent | Sep 6, 2024 | — HUBS AG UNKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220626 HUBS AG UNKED TO S&P 500 INDEX |
Aug 14, 2024 Dependent | Sep 6, 2024 | WM Waste Management, Inc. | Buy | 38.77estimated | $206.35 | $1,001 – $15,000 | 8220626 WASTE MANAGEMENT INC CMN |
Aug 14, 2024 Spouse | Sep 6, 2024 | — HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 HONEYWELL INTL INC CMN |
Aug 14, 2024 Spouse | Sep 6, 2024 | WM Waste Management, Inc. | Buy | 38.77estimated | $206.35 | $1,001 – $15,000 | 8220626 WASTE MANAGEMENT INC CMN |
Aug 14, 2024 Dependent | Sep 6, 2024 | — HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 HONEYWELL INTL INC CMN |
Aug 13, 2024 Member | Sep 6, 2024 | — HONEYWELL INTL INC CMI | Buy | — | — | $1,001 – $15,000 | 8220626 HONEYWELL INTL INC CMI |
Aug 13, 2024 Dependent | Sep 6, 2024 | — AVANTOR FUNDING, INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220626 AVANTOR FUNDING, INC, CMN |
Aug 9, 2024 Spouse | Sep 6, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220626 ICMN |
Aug 8, 2024 Spouse | Sep 6, 2024 | — NOR VOYIX CORP OMN | Buy | — | — | $1,001 – $15,000 | 8220626 NOR VOYIX CORP OMN |
Aug 7, 2024 Dependent | Sep 6, 2024 | IP International Paper Company | Buy | 180.68estimated | $44.28 | $1,001 – $15,000 | 8220626 LINTERNATIONAL PAPER CO. CMN |
Aug 7, 2024 Dependent | Sep 6, 2024 | WM Waste Management, Inc. | Buy | 39.06estimated | $204.85 | $1,001 – $15,000 | 8220626 WASTE MANAGEMENT INC CMN |
Aug 7, 2024 Spouse | Sep 6, 2024 | BLDR Builders FirstSource, Inc. | Buy | 52.34estimated | $152.86 | $1,001 – $15,000 | 8220626 BUILDERS FIRSTSOURCE, INC. CMN |
Aug 7, 2024 Spouse | Sep 6, 2024 | IP International Paper Company | Buy | 180.68estimated | $44.28 | $1,001 – $15,000 | 8220626 INTERNATIONAL PAPER CO. CMN |
Aug 7, 2024 Spouse | Sep 6, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220626 BERKSHIRE HATHAWAY INC. CLASS B |
Aug 7, 2024 Dependent | Sep 6, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220626 BERKSHIRE HATHAWAY INC. CLASS B |
Aug 7, 2024 Member | Sep 6, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220626 BERKSHIRE HATHAWAY INC. CLASS B |
Aug 7, 2024 Member | Sep 6, 2024 | BLDR Builders FirstSource, Inc. | Buy | 52.34estimated | $152.86 | $1,001 – $15,000 | 8220626 BUILDERS FIRSTSOURCE, INC. CMN |
Aug 6, 2024 Member | Sep 6, 2024 | — P HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 P HONEYWELL INTL INC CMN |
Aug 6, 2024 Spouse | Sep 6, 2024 | MU Micron Technology, Inc. | Buy | 89.89estimated | $89.00 | $1,001 – $15,000 | 8220626 MICRON TECHNOLOGY, INC. CMN |
Aug 6, 2024 Spouse | Sep 6, 2024 | VYX NCR Voyix Corporation | Buy | 683.8estimated | $11.70 | $1,001 – $15,000 | 8220626 INCR VOYIX CORP CMN |
Aug 6, 2024 Dependent | Sep 6, 2024 | — HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 HONEYWELL INTL INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — BIOGEN INC. CME | Buy | — | — | $1,001 – $15,000 | 8220626 BIOGEN INC. CME |
Aug 5, 2024 Dependent | Sep 6, 2024 | NUE Nucor Corporation | Buy | 53.15estimated | $150.52 | $1,001 – $15,000 | 8220626 NUCOR CORPORATION CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | DIS Walt Disney Company (The) | Buy | 91.14estimated | $87.78 | $1,001 – $15,000 | 8220626 WALT DISNEY COMPANY (THE) CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | MGM MGM Resorts International | Buy | 234.83estimated | $34.07 | $1,001 – $15,000 | 8220626 MGM RESORTS INTERNATIONAL CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220626 CLASSA |
Aug 5, 2024 Dependent | Sep 6, 2024 | ABNB Airbnb, Inc. Class A | Buy | 63.85estimated | $125.31 | $1,001 – $15,000 | 8220626 AIRBNB, INC. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — FRANKLIN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 FRANKLIN RESOURCES INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | KVUE Kenvue Inc. | Buy | 439.83estimated | $18.19 | $1,001 – $15,000 | 8220626 KENVUE INC. CMN |
Aug 5, 2024 Member | Sep 6, 2024 | — OC /CMN | Buy | — | — | $1,001 – $15,000 | 8220626 OC /CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | UBER Uber Technologies, Inc. | Buy | 136.81estimated | $58.48 | $1,001 – $15,000 | 8220626 UBER TECHNOLOGIES, INC. CMN |
Aug 5, 2024 Member | Sep 6, 2024 | F Ford Motor Company | Buy | 823.94estimated | $9.71 | $1,001 – $15,000 | 8220626 FORD MOTOR COMPANY CMN |
Aug 5, 2024 Member | Sep 6, 2024 | — DESTRUIST FINANCIAL CORPORATION CMNI | Buy | — | — | $1,001 – $15,000 | 8220626 DESTRUIST FINANCIAL CORPORATION CMNI |
Aug 5, 2024 Dependent | Sep 6, 2024 | ADI Analog Devices, Inc. | Buy | 39.89estimated | $200.56 | $1,001 – $15,000 | 8220626 ANALOG DEVICES, INC, CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 74.74estimated | $107.04 | $1,001 – $15,000 | 8220626 ZIMMER BIOMET HOLDINGS INC |
Aug 5, 2024 Dependent | Sep 6, 2024 | FTV Fortive Corporation Common Stock | Buy | 162.71estimated | $49.17 | $1,001 – $15,000 | 8220626 FORTIVE CORPORATION CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | SNPS Synopsys, Inc. | Buy | 16.4estimated | $487.84 | $1,001 – $15,000 | 8220626 SYNOPSYS INC. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | INTC Intel Corporation | Buy | 397.84estimated | $20.11 | $1,001 – $15,000 | 8220626 INTEL CORPORATION CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | MS Morgan Stanley | Buy | 86.9estimated | $92.07 | $1,001 – $15,000 | 8220626 MORGAN STANLEY CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | ADBE Adobe Inc. | Buy | 15.71estimated | $509.32 | $1,001 – $15,000 | 8220626 ADOBE INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | ABBV AbbVie Inc. | Buy | 43.4estimated | $184.36 | $1,001 – $15,000 | 8220626 ABBVIE INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — ADVANCED MICRD DEVICES, INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220626 ADVANCED MICRD DEVICES, INC, CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | NDSN Nordson Corporation | Buy | 34.07estimated | $234.80 | $1,001 – $15,000 | 8220626 NORDSON CORPORATION CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | KEYS Keysight Technologies Inc. | Buy | 65.15estimated | $122.81 | $1,001 – $15,000 | 8220626 KEYSIGHT TECHNOLOGIES, INC. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | ALB Albemarle Corporation | Buy | 95.79estimated | $83.52 | $1,001 – $15,000 | 8220626 ALBEMARLE CORP CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — WYNN RESORTS, LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8220626 WYNN RESORTS, LIMITED CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220626 NEWMONT CORP CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — IMSCHING. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 IMSCHING. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | VRSK Verisk Analytics, Inc. | Buy | 30.5estimated | $262.28 | $1,001 – $15,000 | 8220626 VERISK ANALYTICS, INC. CMN |
Aug 5, 2024 Member | Sep 6, 2024 | — OC ENPHASE ENERGY, INC. CNN | Buy | — | — | $1,001 – $15,000 | 8220626 OC ENPHASE ENERGY, INC. CNN |
Aug 5, 2024 Dependent | Sep 6, 2024 | ROP Roper Technologies, Inc. | Buy | 15.46estimated | $517.53 | $1,001 – $15,000 | 8220626 ROPER TECHNOLOGIES INC CMN |
Aug 5, 2024 Member | Sep 6, 2024 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 DO WARNER BROS DISCOVERY INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — DAYFORCE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 DAYFORCE INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | FAST Fastenal Company | Buy | 240.98estimated | $33.20 | $1,001 – $15,000 | 8220626 FASTENAL COMPANY CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — APPLE INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220626 APPLE INC. CAN |
Aug 5, 2024 Dependent | Sep 6, 2024 | AKAM Akamai Technologies, Inc. | Buy | 87.61estimated | $91.32 | $1,001 – $15,000 | 8220626 AKAMAI TECHNOLOGIES, INC. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | GPC Genuine Parts Company | Buy | 57.83estimated | $138.35 | $1,001 – $15,000 | 8220626 GENUINE PARTS CO. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 AMERICAN INTL GROUP, INC. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — GLOBAL PAYMENTS ING CMN | Buy | — | — | $1,001 – $15,000 | 8220626 GLOBAL PAYMENTS ING CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | DOW Dow Inc. Common Stock | Buy | 156.84estimated | $51.01 | $1,001 – $15,000 | 8220626 DOW INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | LVS Las Vegas Sands Corp. | Buy | 211.32estimated | $37.86 | $1,001 – $15,000 | 8220626 LAS VEGAS SANDS CORP. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | AMZN Amazon.com, Inc. | Buy | 49.69estimated | $161.02 | $1,001 – $15,000 | 8220626 AMAZON.COM INC CMN * |
Aug 5, 2024 Dependent | Sep 6, 2024 | — IDEX CORPORATION COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8220626 IDEX CORPORATION COMMON STOCK |
Aug 5, 2024 Dependent | Sep 6, 2024 | — JABI INCOMIN | Buy | — | — | $1,001 – $15,000 | 8220626 JABI INCOMIN |
Aug 5, 2024 Dependent | Sep 6, 2024 | WST West Pharmaceutical Services, Inc. | Buy | 26.53estimated | $301.60 | $1,001 – $15,000 | 8220626 WEST PHARMACEUTICAL SERVICES INC |
Aug 5, 2024 Dependent | Sep 6, 2024 | EPAM EPAM Systems, Inc. | Buy | 39.56estimated | $202.25 | $1,001 – $15,000 | 8220626 EPAM SYSTEMS, INC. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — COW CORPORATION CMN x | Buy | — | — | $1,001 – $15,000 | 8220626 COW CORPORATION CMN x |
Aug 5, 2024 Dependent | Sep 6, 2024 | FSLR First Solar, Inc. | Buy | 38.63estimated | $207.09 | $1,001 – $15,000 | 8220626 FIRST SOLAR, INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220626 CATERPILLAR INC (DELAWARE) CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | BKNG Booking Holdings Inc. | Buy | 59.12estimated | $135.34 | $1,001 – $15,000 | 8220626 BOOKING HOLDINGS INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | DE Deere & Company | Buy | 23.2estimated | $344.84 | $1,001 – $15,000 | 8220626 DEERE & COMPANY CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | POOL Pool Corporation | Buy | 22.87estimated | $349.83 | $1,001 – $15,000 | 8220626 POOL CORP CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — EQUINIX, INC. REST | Buy | — | — | $1,001 – $15,000 | 8220626 EQUINIX, INC. REST |
Aug 5, 2024 Dependent | Sep 6, 2024 | FDS FactSet Research Systems Inc. | Buy | 19.91estimated | $401.84 | $1,001 – $15,000 | 8220626 FACTSET RESEARCH SYSTEMS INC CMN |
Aug 5, 2024 Member | Sep 6, 2024 | IDXX IDEXX Laboratories, Inc. | Buy | 17.58estimated | $455.08 | $1,001 – $15,000 | 8220626 C IDEXX LABORATORIES CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | NXPI NXP Semiconductors N.V. | Buy | 33.99estimated | $235.41 | $1,001 – $15,000 | 8220626 INXP SEMICONDUCTORS N.V. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | LEN Lennar Corporation Class A | Buy | 48.86estimated | $163.73 | $1,001 – $15,000 | 8220626 LENNAR CORPORATION CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | PH Parker-Hannifin Corporation | Buy | 15.8estimated | $506.31 | $1,001 – $15,000 | 8220626 PARKER-HANNIFIN CORP. CMN |
Aug 5, 2024 Member | Sep 6, 2024 | CSGP CoStar Group, Inc. | Buy | 110.05estimated | $72.70 | $1,001 – $15,000 | 8220626 COSTAR GROUP, INC. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | TMO Thermo Fisher Scientific Inc | Buy | 13.38estimated | $598.03 | $1,001 – $15,000 | 8220626 THERMO FISHER SCIENTIFIC INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | CNC Centene Corporation | Buy | 103.33estimated | $77.43 | $1,001 – $15,000 | 8220626 CENTENE CORPORATION CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — LULULEMON ATHLETICA INC. CMM | Buy | — | — | $1,001 – $15,000 | 8220626 LULULEMON ATHLETICA INC. CMM |
Aug 5, 2024 Dependent | Sep 6, 2024 | PANW Palo Alto Networks, Inc. | Buy | 54.39estimated | $147.09 | $1,001 – $15,000 | 8220626 PALO ALTO NETWORKS INC. CMN |
Aug 5, 2024 Spouse | Sep 6, 2024 | BLDR Builders FirstSource, Inc. | Buy | 53.46estimated | $149.65 | $1,001 – $15,000 | 8220626 BUILDERS FIRSTSOURCE, INC. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | INTU Intuit Inc. | Buy | 13.27estimated | $602.97 | $1,001 – $15,000 | 8220626 INTUIT INC CMN |
Aug 5, 2024 Spouse | Sep 6, 2024 | AMZN Amazon.com, Inc. | Buy | 49.69estimated | $161.02 | $1,001 – $15,000 | 8220626 AMAZON.COM INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 25.5estimated | $313.74 | $1,001 – $15,000 | 8220626 ACCENTURE PLC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | SHW Sherwin-Williams Company (The) | Buy | 23.59estimated | $339.09 | $1,001 – $15,000 | 8220626 SHERWIN-WILLIAMS CO CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | KLAC KLA Corporation | Buy | 113.73estimated | $70.35 | $1,001 – $15,000 | 8220626 KLA CORP CMN |
Aug 5, 2024 Member | Sep 6, 2024 | VYX NCR Voyix Corporation | Buy | 640.04estimated | $12.50 | $1,001 – $15,000 | 8220626 P NCR VOYIX CORP CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — FREEPORT-MEMORAN INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 FREEPORT-MEMORAN INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 178.82estimated | $44.74 | $1,001 – $15,000 | 8220626 CISCO SYSTEMS, INC, CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | CME CME Group Inc. Class A | Buy | 40.57estimated | $197.22 | $1,001 – $15,000 | 8220626 CME GROUP INC. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | SBUX Starbucks Corporation | Buy | 108.32estimated | $73.86 | $1,001 – $15,000 | 8220626 STARBUCKS CORP. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | TSLA Tesla, Inc. | Buy | 40.23estimated | $198.88 | $1,001 – $15,000 | 8220626 TESLA, INC. CMN |
Aug 5, 2024 Spouse | Sep 6, 2024 | SBUX Starbucks Corporation | Buy | 108.32estimated | $73.86 | $1,001 – $15,000 | 8220626 STARBUCKS CORP. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — PEPSICO, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220626 PEPSICO, INC. OMN |
Aug 5, 2024 Spouse | Sep 6, 2024 | PENN PENN Entertainment, Inc. | Buy | 471.45estimated | $16.97 | $1,001 – $15,000 | 8220626 PENN ENTERTAINMENT INC CMN |
Aug 5, 2024 Spouse | Sep 6, 2024 | MU Micron Technology, Inc. | Buy | 88.48estimated | $90.42 | $1,001 – $15,000 | 8220626 MICRON TECHNOLOGY, INC. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | PENN PENN Entertainment, Inc. | Buy | 471.45estimated | $16.97 | $1,001 – $15,000 | 8220626 PENN ENTERTAINMENT INC CMN |
Aug 5, 2024 Spouse | Sep 6, 2024 | PENN PENN Entertainment, Inc. | Buy | 471.45estimated | $16.97 | $1,001 – $15,000 | 8220626 PENN ENTERTAINMENT INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — BUILDERS FIRSTSOURCE, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220626 BUILDERS FIRSTSOURCE, INC. OMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | ALGN Align Technology, Inc. | Buy | 38.48estimated | $207.94 | $1,001 – $15,000 | 8220626 ALIGN TECHNOLOGY, INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | HST Host Hotels & Resorts, Inc. | Buy | 502.54estimated | $15.92 | $1,001 – $15,000 | 8220626 HOST HOTELS & RESORTS INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | CCL Carnival Corporation Ltd. Common Shares | Buy | 555.59estimated | $14.40 | $1,001 – $15,000 | 8220626 CARNIVAL CORPORATION CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — TERADYNE INC CIMN | Buy | — | — | $1,001 – $15,000 | 8220626 TERADYNE INC CIMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — DOLLAR TREE STORES, INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220626 DOLLAR TREE STORES, INC, CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | LKQ LKQ Corporation | Buy | 203.73estimated | $39.27 | $1,001 – $15,000 | 8220626 ILKQ CORPORATION CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | TROW T. Rowe Price Group, Inc. | Buy | 77.55estimated | $103.16 | $1,001 – $15,000 | 8220626 T. ROWE PRICE GROUP, INC. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | PRU Prudential Financial, Inc. | Buy | 75.81estimated | $105.53 | $1,001 – $15,000 | 8220626 PRUDENTIAL FINANCIAL INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | PCAR PACCAR Inc. | Buy | 87.03estimated | $91.93 | $1,001 – $15,000 | 8220626 PACCAR INC CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | ACGL Arch Capital Group Ltd. | Buy | 83.29estimated | $96.06 | $1,001 – $15,000 | 8220626 ARCH CAPITAL GROUP LTD. CMN |
Aug 5, 2024 Dependent | Sep 6, 2024 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 ANSYS, INC. CMN |
Aug 5, 2024 Spouse | Aug 7, 2024 | — UNSPONSORED AQR (FRANCE) | Buy | — | — | $1,001 – $15,000 | 8220570 UNSPONSORED AQR (FRANCE) |
Aug 2, 2024 Dependent | Sep 6, 2024 | BLDR Builders FirstSource, Inc. | Buy | 52.58estimated | $152.15 | $1,001 – $15,000 | 8220626 BUILDERS FIRSTSOURCE, INC. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | AAPL Apple Inc. | Buy | 36.39estimated | $219.86 | $1,001 – $15,000 | 8220626 OC APPLE INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 AMERICAN INTL GROUP, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | BLDR Builders FirstSource, Inc. | Buy | 52.58estimated | $152.15 | $1,001 – $15,000 | 8220626 BUILDERS FIRSTSOURCE, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | BBWI Bath & Body Works, Inc. | Buy | 240.98estimated | $33.20 | $1,001 – $15,000 | 8220626 BATH & BODY WORKS, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | LW Lamb Weston Holdings, Inc. Common Stock | Buy | 140.51estimated | $56.94 | $1,001 – $15,000 | 8220626 LAMB WESTON HOLDINGS, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | ULTA Ulta Beauty, Inc. | Buy | 23.46estimated | $341.01 | $1,001 – $15,000 | 8220626 ULTA BEAUTY INC CMN |
Aug 2, 2024 Member | Sep 6, 2024 | ROK Rockwell Automation, Inc. | Buy | 31.56estimated | $253.47 | $1,001 – $15,000 | 8220626 P ROCKWELL AUTOMATION INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — JUBER TECHNOLOGIES, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220626 JUBER TECHNOLOGIES, INC. OMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | TPR Tapestry, Inc. | Buy | 209.82estimated | $38.13 | $1,001 – $15,000 | 8220626 TAPESTRY, INC. CMN * |
Aug 2, 2024 Spouse | Sep 6, 2024 | ALGN Align Technology, Inc. | Buy | 37.47estimated | $213.49 | $1,001 – $15,000 | 8220626 ALIGN TECHNOLOGY, INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — CROWOSTRIKE HOLDINGS, INC, CMIN | Buy | — | — | $1,001 – $15,000 | 8220626 CROWOSTRIKE HOLDINGS, INC, CMIN |
Aug 2, 2024 Member | Sep 6, 2024 | BALL Ball Corporation | Buy | 123.54estimated | $64.76 | $1,001 – $15,000 | 8220626 P BALL CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — CIVIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220626 CIVIN CLASS A |
Aug 2, 2024 Spouse | Sep 6, 2024 | LKQ LKQ Corporation | Buy | 199.31estimated | $40.14 | $1,001 – $15,000 | 8220626 ILKQ CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — DARDEN RESTAURANTS, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220626 DARDEN RESTAURANTS, INC. OMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | WST West Pharmaceutical Services, Inc. | Buy | 26.64estimated | $300.28 | $1,001 – $15,000 | 8220626 WEST PHARMACEUTICAL SERVICES INC |
Aug 2, 2024 Member | Sep 6, 2024 | DG Dollar General Corporation | Buy | 65.8estimated | $121.59 | $1,001 – $15,000 | 8220626 DOLLAR GENERAL CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | DXCM DexCom, Inc. | Buy | 110.66estimated | $72.30 | $1,001 – $15,000 | 8220626 DEXCOM, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — ALBEMARLE CORP OMN | Buy | — | — | $1,001 – $15,000 | 8220626 ALBEMARLE CORP OMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | LRCX Lam Research Corporation | Buy | 104.86estimated | $76.30 | $1,001 – $15,000 | 8220626 LAM RESEARCH CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | AME AMETEK, Inc. | Buy | 52.38estimated | $152.74 | $1,001 – $15,000 | 8220626 AMETEK INC (NEW) CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220626 CLASSA |
Aug 2, 2024 Spouse | Sep 6, 2024 | BWA BorgWarner Inc. | Buy | 242.15estimated | $33.04 | $1,001 – $15,000 | 8220626 BORGWARNER INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — TESTEE LAUDER COS HAC CLA CMN | Buy | — | — | $1,001 – $15,000 | 8220626 TESTEE LAUDER COS HAC CLA CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | LULU lululemon athletica inc. | Buy | 33.9estimated | $236.00 | $1,001 – $15,000 | 8220626 LULULEMON ATHLETICA INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CMG Chipotle Mexican Grill, Inc. | Buy | 152.19estimated | $52.57 | $1,001 – $15,000 | 8220626 CHIPOTLE MEXICAN GRILL, INC, CMN |
Aug 2, 2024 Member | Sep 6, 2024 | AMAT Applied Materials, Inc. | Buy | 44estimated | $181.81 | $1,001 – $15,000 | 8220626 P APPLIED MATERIALS INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | FTNT Fortinet, Inc. | Buy | 141.58estimated | $56.51 | $1,001 – $15,000 | 8220626 FORTINET, INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | GOOGL Alphabet Inc. Class A | Buy | 48estimated | $166.66 | $1,001 – $15,000 | 8220626 ALPHABET INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CHD Church & Dwight Company, Inc. | Buy | 81.2estimated | $98.53 | $1,001 – $15,000 | 8220626 CHURCH & DWIGHT CO., INC, CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | MSFT Microsoft Corporation | Buy | 19.59estimated | $408.49 | $1,001 – $15,000 | 8220626 MICROSOFT CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | JPM JP Morgan Chase & Co. | Receive | 40.18estimated | $199.14 | $1,001 – $15,000 | 8220626 JPMORGAN CHASE & CO CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | AMZN Amazon.com, Inc. | Buy | 47.65estimated | $167.90 | $1,001 – $15,000 | 8220626 AMAZON.COM INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | BKNG Booking Holdings Inc. | Buy | 60.1estimated | $133.13 | $1,001 – $15,000 | 8220626 BOOKING HOLDINGS INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | NKE Nike, Inc. | Buy | 108.1estimated | $74.01 | $1,001 – $15,000 | 8220626 NIKE CLASS-B CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CDNS Cadence Design Systems, Inc. | Buy | 32.05estimated | $249.63 | $1,001 – $15,000 | 8220626 CADENCE DESIGN SYSTEMS INC CMN |
Aug 2, 2024 Member | Sep 6, 2024 | KVUE Kenvue Inc. | Buy | 425.11estimated | $18.82 | $1,001 – $15,000 | 8220626 KENVUE INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — POOL CORP CAN | Buy | — | — | $1,001 – $15,000 | 8220626 POOL CORP CAN |
Aug 2, 2024 Spouse | Sep 6, 2024 | BIIB Biogen Inc. | Buy | 38.9estimated | $205.66 | $1,001 – $15,000 | 8220626 BIOGEN INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — LAVERY DENNISOM CORFORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220626 LAVERY DENNISOM CORFORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CDW CDW Corporation | Buy | 38.12estimated | $209.85 | $1,001 – $15,000 | 8220626 CDW CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220626 ELECTRONIC ARTS CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — RKR & CO. INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 RKR & CO. INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CPRT Copart, Inc. (DE) | Buy | 154.66estimated | $51.73 | $1,001 – $15,000 | 8220626 COPART, INC. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | NOW ServiceNow, Inc. | Buy | 50.6estimated | $158.13 | $1,001 – $15,000 | 8220626 P SERVICENOW INC CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — P DOW ING CMN | Buy | — | — | $1,001 – $15,000 | 8220626 P DOW ING CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — LETSY, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 LETSY, ING. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | NXPI NXP Semiconductors N.V. | Buy | 33.65estimated | $237.75 | $1,001 – $15,000 | 8220626 INXP SEMICONDUCTORS N.V. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | ECL Ecolab Inc. | Buy | 33.73estimated | $237.20 | $1,001 – $15,000 | 8220626 ECOLAB INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | AKAM Akamai Technologies, Inc. | Buy | 84.61estimated | $94.56 | $1,001 – $15,000 | 8220626 AKAMAI TECHNOLOGIES, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — LIOVIA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 LIOVIA HOLDINGS INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | LOW Lowe's Companies, Inc. | Buy | 33.28estimated | $240.42 | $1,001 – $15,000 | 8220626 LOWES COMPANIES INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | FTV Fortive Corporation Common Stock | Buy | 160.81estimated | $49.75 | $1,001 – $15,000 | 8220626 FORTIVE CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | RL Ralph Lauren Corporation | Buy | 48.66estimated | $164.40 | $1,001 – $15,000 | 8220626 RALPH LAUREN CORP CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | PPG PPG Industries, Inc. | Buy | 64.8estimated | $123.46 | $1,001 – $15,000 | 8220626 PPG INDUSTRIES, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | FCX Freeport-McMoRan, Inc. | Buy | 190.62estimated | $41.97 | $1,001 – $15,000 | 8220626 FREEPORT-MCMORAN INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — LEBAY INC. CMM | Buy | — | — | $1,001 – $15,000 | 8220626 LEBAY INC. CMM |
Aug 2, 2024 Spouse | Sep 6, 2024 | — THE KRAFT HEINZ CO OMN x | Buy | — | — | $1,001 – $15,000 | 8220626 THE KRAFT HEINZ CO OMN x |
Aug 2, 2024 Spouse | Sep 6, 2024 | HAS Hasbro, Inc. | Buy | 126.07estimated | $63.46 | $1,001 – $15,000 | 8220626 HASBRO, INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CF CF Industries Holdings, Inc. | Buy | 109.27estimated | $73.22 | $1,001 – $15,000 | 8220626 CF INDUSTRIES HOLDINGS, INC, CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — FTC INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 FTC INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | LEN Lennar Corporation Class A | Buy | 47.72estimated | $167.64 | $1,001 – $15,000 | 8220626 LENNAR CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — LA VOTING | Buy | — | — | $1,001 – $15,000 | 8220626 LA VOTING |
Aug 2, 2024 Spouse | Sep 6, 2024 | — UNGERSDLL RAND INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 UNGERSDLL RAND INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | KDP Keurig Dr Pepper Inc. | Buy | 228.13estimated | $35.07 | $1,001 – $15,000 | 8220626 KEURIG DR PEPPER INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | VMC Vulcan Materials Company (Holding Company) | Buy | 30.04estimated | $266.34 | $1,001 – $15,000 | 8220626 VULCAN MATERIALS CO CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | VRSK Verisk Analytics, Inc. | Buy | 30estimated | $266.66 | $1,001 – $15,000 | 8220626 VERISK ANALYTICS, INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — D.R. HORTON, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220626 D.R. HORTON, INC. CAN |
Aug 2, 2024 Spouse | Sep 6, 2024 | MSCI MSCI Inc. | Buy | 14.82estimated | $539.85 | $1,001 – $15,000 | 8220626 MSCI INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — AIRBNE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 AIRBNE, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CNC Centene Corporation | Buy | 102.45estimated | $78.09 | $1,001 – $15,000 | 8220626 CENTENE CORPORATION CMN |
Aug 2, 2024 Member | Sep 6, 2024 | TMUS T-Mobile US, Inc. | Buy | 42.38estimated | $188.76 | $1,001 – $15,000 | 8220626 P T-MOBILE US, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — ANSYS, INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220626 ANSYS, INC, CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — AUTOZONE, ING OMN | Buy | — | — | $1,001 – $15,000 | 8220626 AUTOZONE, ING OMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | V Visa Inc. | Buy | 30.01estimated | $266.58 | $1,001 – $15,000 | 8220626 VISA INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | MOH Molina Healthcare Inc | Buy | 22.8estimated | $350.90 | $1,001 – $15,000 | 8220626 MOLINA HEALTHCARE, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | DIS Walt Disney Company (The) | Buy | 89.32estimated | $89.57 | $1,001 – $15,000 | 8220626 WALT DISNEY COMPANY (THE) CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — DECKERS OUTDOORS CORP CMN * | Buy | — | — | $1,001 – $15,000 | 8220626 DECKERS OUTDOORS CORP CMN * |
Aug 2, 2024 Spouse | Sep 6, 2024 | PCAR PACCAR Inc. | Buy | 84.79estimated | $94.36 | $1,001 – $15,000 | 8220626 PACCAR INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | C Citigroup, Inc. | Buy | 136.16estimated | $58.76 | $1,001 – $15,000 | 8220626 CITIGROUP INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | NSC Norfolk Southern Corporation | Buy | 32.87estimated | $243.41 | $1,001 – $15,000 | 8220626 NORFOLK SOUTHERN CORP CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | COR Cencora, Inc. | Buy | 32.32estimated | $247.57 | $1,001 – $15,000 | 8220626 CENCORA INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | KR Kroger Company (The) | Buy | 147.26estimated | $54.33 | $1,001 – $15,000 | 8220626 KROGER COMPANY CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CL Colgate-Palmolive Company | Buy | 77.82estimated | $102.81 | $1,001 – $15,000 | 8220626 COLGATE-PALMOLIVE CO CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | TBBK The Bancorp Inc | Buy | 164.82estimated | $48.54 | $1,001 – $15,000 | 8220626 JU.S. BANCORP CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | PH Parker-Hannifin Corporation | Buy | 15.43estimated | $518.51 | $1,001 – $15,000 | 8220626 PARKER-HANNIFIN CORP. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | TXN Texas Instruments Incorporated | Buy | 42.68estimated | $187.46 | $1,001 – $15,000 | 8220626 TEXAS INSTRUMENTS INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | TMO Thermo Fisher Scientific Inc | Buy | 12.99estimated | $615.69 | $1,001 – $15,000 | 8220626 THERMO FISHER SCIENTIFIC INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — DANAHER CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220626 DANAHER CORPORATION OMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CI The Cigna Group | Buy | 23.72estimated | $337.33 | $1,001 – $15,000 | 8220626 CIGNA GROUP/THE CMN |
Aug 2, 2024 Member | Sep 6, 2024 | PYPL PayPal Holdings, Inc. | Buy | 129.08estimated | $61.98 | $1,001 – $15,000 | 8220626 P PAYPAL HOLDINGS, INC, CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | SBUX Starbucks Corporation | Buy | 105.44estimated | $75.88 | $1,001 – $15,000 | 8220626 STARBUCKS CORP. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 171.46estimated | $46.66 | $1,001 – $15,000 | 8220626 CISCO SYSTEMS, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | MDLZ Mondelez International, Inc. Class A | Buy | 113.19estimated | $70.68 | $1,001 – $15,000 | 8220626 MONDELEZ INTERNATIONAL, INC. CMN x |
Aug 2, 2024 Spouse | Sep 6, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220626 BERKSHIRE HATHAWAY INC CLASS B |
Aug 2, 2024 Spouse | Sep 6, 2024 | INTC Intel Corporation | Buy | 372.46estimated | $21.48 | $1,001 – $15,000 | 8220626 INTEL CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CRM Salesforce, Inc. | Buy | 32.79estimated | $243.97 | $1,001 – $15,000 | 8220626 SALESFORCE INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | SBUX Starbucks Corporation | Buy | 105.44estimated | $75.88 | $1,001 – $15,000 | 8220626 STARBUCKS CORP. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — (MC DONALDS CORP CMN x | Buy | — | — | $1,001 – $15,000 | 8220626 (MC DONALDS CORP CMN x |
Aug 2, 2024 Spouse | Sep 6, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220626 CLASSA |
Aug 2, 2024 Spouse | Sep 6, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 69.45estimated | $115.20 | $1,001 – $15,000 | 8220626 MERCK & CO., INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | ABBV AbbVie Inc. | Buy | 42.27estimated | $189.29 | $1,001 – $15,000 | 8220626 ABBVIE INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | PEP PepsiCo, Inc. | Buy | 44.94estimated | $178.04 | $1,001 – $15,000 | 8220626 PEPSICO, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 24.76estimated | $323.15 | $1,001 – $15,000 | 8220626 LACCENTURE PLC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | UAL United Airlines Holdings, Inc. | Buy | 199.07estimated | $40.19 | $1,001 – $15,000 | 8220626 UNITED AIRLINES HOLDINGS INC CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — P LILTA BEAUTY INC OMN | Buy | — | — | $1,001 – $15,000 | 8220626 P LILTA BEAUTY INC OMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | ALGN Align Technology, Inc. | Buy | 37.47estimated | $213.49 | $1,001 – $15,000 | 8220626 ALIGN TECHNOLOGY, INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | MRNA Moderna, Inc. | Buy | 92.41estimated | $86.58 | $1,001 – $15,000 | 8220626 MODERNA, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | LVS Las Vegas Sands Corp. | Buy | 210.21estimated | $38.06 | $1,001 – $15,000 | 8220626 LAS VEGAS SANDS CORP. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — LKO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220626 LKO CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — AIRBNE, INC. EMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220626 AIRBNE, INC. EMN CLASS A |
Aug 2, 2024 Spouse | Sep 6, 2024 | CSGP CoStar Group, Inc. | Buy | 106.29estimated | $75.27 | $1,001 – $15,000 | 8220626 COSTAR GROUP, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | MGM MGM Resorts International | Buy | 225.49estimated | $35.48 | $1,001 – $15,000 | 8220626 MGM RESORTS INTERNATIONAL CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | UBER Uber Technologies, Inc. | Buy | 135.62estimated | $58.99 | $1,001 – $15,000 | 8220626 UBER TECHNOLOGIES, INC, CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | FTV Fortive Corporation Common Stock | Buy | 160.81estimated | $49.75 | $1,001 – $15,000 | 8220626 FORTIVE CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | BAX Baxter International Inc. | Buy | 226.84estimated | $35.27 | $1,001 – $15,000 | 8220626 BAXTER INTERNATIONAL INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — DAYFORCE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 DAYFORCE INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | PAYC Paycom Software, Inc. | Buy | 48.69estimated | $164.31 | $1,001 – $15,000 | 8220626 PAYCOM SOFTWARE, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | GPC Genuine Parts Company | Buy | 56.14estimated | $142.52 | $1,001 – $15,000 | 8220626 GENUINE PARTS CO. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | ROK Rockwell Automation, Inc. | Buy | 31.56estimated | $253.47 | $1,001 – $15,000 | 8220626 ROCKWELL AUTOMATION INC CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — P TAPESTRY, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 P TAPESTRY, ING. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | ENPH Enphase Energy, Inc. | Buy | 76.06estimated | $105.19 | $1,001 – $15,000 | 8220626 ENPHASE ENERGY, INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | KR Kroger Company (The) | Buy | 147.26estimated | $54.33 | $1,001 – $15,000 | 8220626 KROGER COMPANY CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | TROW T. Rowe Price Group, Inc. | Buy | 75.14estimated | $106.47 | $1,001 – $15,000 | 8220626 T. ROWE PRICE GROUP, INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 WARNER BROS DISCOVERY INC CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — PARAMOUNT GLOBAL CMN | Buy | — | — | $1,001 – $15,000 | 8220626 PARAMOUNT GLOBAL CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — LA VOTING | Buy | — | — | $1,001 – $15,000 | 8220626 LA VOTING |
Aug 2, 2024 Member | Sep 6, 2024 | GIS General Mills, Inc. | Buy | 115.48estimated | $69.28 | $1,001 – $15,000 | 8220626 P GENERAL MILLS INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — LULULEMON ATLETICA INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 LULULEMON ATLETICA INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | MU Micron Technology, Inc. | Buy | 86.31estimated | $92.70 | $1,001 – $15,000 | 8220626 MICRON TECHNOLOGY, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | PH Parker-Hannifin Corporation | Buy | 15.43estimated | $518.51 | $1,001 – $15,000 | 8220626 PARKER-HANNIFIN CORP. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | PANW Palo Alto Networks, Inc. | Buy | 52.36estimated | $152.80 | $1,001 – $15,000 | 8220626 P PALO ALTO NETWORKS INC. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — Se SUPER MICRO COMPUTER, INC OMN | Buy | — | — | $1,001 – $15,000 | 8220626 Se SUPER MICRO COMPUTER, INC OMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | IP International Paper Company | Buy | 174.15estimated | $45.94 | $1,001 – $15,000 | 8220626 LINTERNATIONAL PAPER CO. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — AMETEX INC (NEW) CMN | Buy | — | — | $1,001 – $15,000 | 8220626 AMETEX INC (NEW) CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | AMD Advanced Micro Devices, Inc. | Buy | 60.38estimated | $132.50 | $1,001 – $15,000 | 8220626 ADVANCED MICRO DEVICES, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | DRI Darden Restaurants, Inc. | Buy | 55.55estimated | $144.03 | $1,001 – $15,000 | 8220626 DARDEN RESTAURANTS, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | F Ford Motor Company | Buy | 797.66estimated | $10.03 | $1,001 – $15,000 | 8220626 FORD MOTOR COMPANY CMN |
Aug 2, 2024 Member | Sep 6, 2024 | CTVA Corteva, Inc. Common Stock | Buy | 834.08estimated | $9.59 | $1,001 – $15,000 | 8220626 P CORTEVA, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CHD Church & Dwight Company, Inc. | Buy | 81.2estimated | $98.53 | $1,001 – $15,000 | 8220626 (CHURCH & DWIGHT CO., INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 ANSYS, INC. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | CMG Chipotle Mexican Grill, Inc. | Buy | 152.19estimated | $52.57 | $1,001 – $15,000 | 8220626 P CHIPOTLE MEXICAN GRILL, INC. CMN K |
Aug 2, 2024 Member | Sep 6, 2024 | DE Deere & Company | Buy | 22.62estimated | $353.75 | $1,001 – $15,000 | 8220626 P DEERE & COMPANY CMN * |
Aug 2, 2024 Spouse | Sep 6, 2024 | DIS Walt Disney Company (The) | Buy | 89.32estimated | $89.57 | $1,001 – $15,000 | 8220626 WALT DISNEY COMPANY (THE) CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CDNS Cadence Design Systems, Inc. | Buy | 32.05estimated | $249.63 | $1,001 – $15,000 | 8220626 CADENCE DESIGN SYSTEMS INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | INTC Intel Corporation | Buy | 372.46estimated | $21.48 | $1,001 – $15,000 | 8220626 INTEL CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | SNPS Synopsys, Inc. | Buy | 15.82estimated | $505.78 | $1,001 – $15,000 | 8220626 SYNOPSYS INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | MSFT Microsoft Corporation | Buy | 19.59estimated | $408.49 | $1,001 – $15,000 | 8220626 MICROSOFT CORPORATION CMN |
Aug 2, 2024 Member | Sep 6, 2024 | SBUX Starbucks Corporation | Buy | 105.44estimated | $75.88 | $1,001 – $15,000 | 8220626 P STARBUCKS CORP, CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | PNC PNC Financial Services Group, Inc. (The) | Buy | 47.06estimated | $170.00 | $1,001 – $15,000 | 8220626 PNC FINANCIAL SERVICES GROUP, CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 69.45estimated | $115.20 | $1,001 – $15,000 | 8220626 MERCK & CO., INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CVS CVS Health Corporation | Buy | 134.87estimated | $59.32 | $1,001 – $15,000 | 8220626 CVS HEALTH CORP CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — P INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220626 P INTL BUSINESS MACHINES CORP CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | PLD Prologis, Inc. | Buy | 64.53estimated | $123.98 | $1,001 – $15,000 | 8220626 PROLOGIS INC CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — P CLASSA | Buy | — | — | $1,001 – $15,000 | 8220626 P CLASSA |
Aug 2, 2024 Spouse | Sep 6, 2024 | BIIB Biogen Inc. | Buy | 38.9estimated | $205.66 | $1,001 – $15,000 | 8220626 BIOGEN INC. CMN x |
Aug 2, 2024 Spouse | Sep 6, 2024 | DOW Dow Inc. Common Stock | Buy | 153.83estimated | $52.01 | $1,001 – $15,000 | 8220626 DOW INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CDW CDW Corporation | Buy | 38.12estimated | $209.85 | $1,001 – $15,000 | 8220626 CDW CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — AVALONBAY COMMUNITIES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 AVALONBAY COMMUNITIES INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 AMERICAN INTL GROUP, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — CLOROX CO (THE) (DELAWARE] CMN | Buy | — | — | $1,001 – $15,000 | 8220626 CLOROX CO (THE) (DELAWARE] CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | KKR KKR & Co. Inc. | Buy | 73.66estimated | $108.62 | $1,001 – $15,000 | 8220626 KKR & CO. INC, CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | ALB Albemarle Corporation | Buy | 91.97estimated | $86.99 | $1,001 – $15,000 | 8220626 ALBEMARLE CORP CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — FOX CORPORATIOM CMN | Buy | — | — | $1,001 – $15,000 | 8220626 FOX CORPORATIOM CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | KEY KeyCorp | Buy | 553.67estimated | $14.45 | $1,001 – $15,000 | 8220626 KEYCORP CMN |
Aug 2, 2024 Member | Sep 6, 2024 | EBAY eBay Inc. | Buy | 142.36estimated | $56.20 | $1,001 – $15,000 | 8220626 P EBAY INC. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | WEC WEC Energy Group, Inc. | Buy | 88.74estimated | $90.16 | $1,001 – $15,000 | 8220626 P WEC ENERGY GROUP, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | WELL Welltower Inc. | Buy | 70.95estimated | $112.76 | $1,001 – $15,000 | 8220626 WELLTOWER, INC. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — P INCYTE CORPORATION CAN | Buy | — | — | $1,001 – $15,000 | 8220626 P INCYTE CORPORATION CAN |
Aug 2, 2024 Spouse | Sep 6, 2024 | BALL Ball Corporation | Buy | 123.54estimated | $64.76 | $1,001 – $15,000 | 8220626 BALL CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | HST Host Hotels & Resorts, Inc. | Buy | 493.86estimated | $16.20 | $1,001 – $15,000 | 8220626 HOST HOTELS & RESORTS INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | LW Lamb Weston Holdings, Inc. Common Stock | Buy | 140.51estimated | $56.94 | $1,001 – $15,000 | 8220626 LAMB WESTON HOLDINGS, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CCL Carnival Corporation Ltd. Common Shares | Buy | 540.57estimated | $14.80 | $1,001 – $15,000 | 8220626 CARNIVAL CORPORATION CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — P IPPL CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220626 P IPPL CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — HORMEL FOODS CORFORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220626 HORMEL FOODS CORFORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CNP CenterPoint Energy, Inc (Holding Co) | Buy | 295.55estimated | $27.07 | $1,001 – $15,000 | 8220626 CENTERPOINT ENERGY, INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — KIMCO REALTY OP, LLC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 KIMCO REALTY OP, LLC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | FCX Freeport-McMoRan, Inc. | Buy | 190.62estimated | $41.97 | $1,001 – $15,000 | 8220626 FREEPORT-MCMORAN INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | EXPE Expedia Group, Inc. | Buy | 69.27estimated | $115.49 | $1,001 – $15,000 | 8220626 EXPEDIA GROUP INC CMN |
Aug 2, 2024 Member | Sep 6, 2024 | VTRS Viatris Inc. | Buy | 674.01estimated | $11.87 | $1,001 – $15,000 | 8220626 P VIATRIS INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CZR Caesars Entertainment, Inc. | Buy | 224.36estimated | $35.66 | $1,001 – $15,000 | 8220626 CAESARS ENTERTAINMENT INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | BBWI Bath & Body Works, Inc. | Buy | 240.98estimated | $33.20 | $1,001 – $15,000 | 8220626 BATH & BODY WORKS, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | MOS Mosaic Company (The) | Buy | 292.2estimated | $27.38 | $1,001 – $15,000 | 8220626 MOSAIC COMPANY (THE CMN |
Aug 2, 2024 Member | Sep 6, 2024 | KHC The Kraft Heinz Company | Buy | 221.87estimated | $36.06 | $1,001 – $15,000 | 8220626 S.... THE KRAFT HEINZ CO CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | FE FirstEnergy Corp. | Buy | 187.45estimated | $42.68 | $1,001 – $15,000 | 8220626 FIRSTENERGY CORP. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | ES Eversource Energy (D/B/A) | Buy | 119.21estimated | $67.11 | $1,001 – $15,000 | 8220626 P ]EVERSOURCE ENERGY CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | C Citigroup, Inc. | Buy | 136.16estimated | $58.76 | $1,001 – $15,000 | 8220626 CITIGROUP INC. CMN x |
Aug 2, 2024 Spouse | Sep 6, 2024 | — LABCORP HOLOINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 LABCORP HOLOINGS INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | VICI VICI Properties Inc. | Buy | 253.98estimated | $31.50 | $1,001 – $15,000 | 8220626 VICI PROPERTIES INC. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — P LAKAIVIAI TECHNOLOGIES, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220626 P LAKAIVIAI TECHNOLOGIES, INC. CMIN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — FITH THIRD BANCORP CMN | Buy | — | — | $1,001 – $15,000 | 8220626 FITH THIRD BANCORP CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | ETSY Etsy, Inc. | Buy | 134.8estimated | $59.35 | $1,001 – $15,000 | 8220626 LETSY, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | XEL Xcel Energy Inc. | Buy | 133.9estimated | $59.75 | $1,001 – $15,000 | 8220626 EXCEL ENERGY INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | BG Bunge Limited Common Shares | Buy | 81.29estimated | $98.42 | $1,001 – $15,000 | 8220626 BUNGE GLOBAL SA CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | COR Cencora, Inc. | Buy | 32.32estimated | $247.57 | $1,001 – $15,000 | 8220626 CENCORA INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | AFL AFLAC Incorporated | Buy | 80.62estimated | $99.24 | $1,001 – $15,000 | 8220626 AFLAC INCORPORATED CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CAH Cardinal Health, Inc. | Buy | 78.75estimated | $101.60 | $1,001 – $15,000 | 8220626 CARDINAL HEALTH, INC. CMN |
Aug 2, 2024 Member | Sep 6, 2024 | AEP American Electric Power Company, Inc. | Buy | 78.6estimated | $101.79 | $1,001 – $15,000 | 8220626 AMERICAN ELECTRIC POWER INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | ATO Atmos Energy Corporation | Buy | 61.55estimated | $129.99 | $1,001 – $15,000 | 8220626 ATMOS ENERGY CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — ISTOCK | Buy | — | — | $1,001 – $15,000 | 8220626 ISTOCK |
Aug 2, 2024 Spouse | Sep 6, 2024 | VMC Vulcan Materials Company (Holding Company) | Buy | 30.04estimated | $266.34 | $1,001 – $15,000 | 8220626 VULCAN MATERIALS CO CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — APPLEO MATERIALS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 APPLEO MATERIALS INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CPAY Corpay, Inc. | Buy | 29.1estimated | $274.90 | $1,001 – $15,000 | 8220626 CORPAY INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | TXN Texas Instruments Incorporated | Buy | 42.68estimated | $187.46 | $1,001 – $15,000 | 8220626 TEXAS INSTRUMENTS INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — DOLLAR THEE STORES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 DOLLAR THEE STORES, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — WEST PHARMACEUTICAL SERVICES ANC | Buy | — | — | $1,001 – $15,000 | 8220626 WEST PHARMACEUTICAL SERVICES ANC |
Aug 2, 2024 Spouse | Sep 6, 2024 | URI United Rentals, Inc. | Buy | 11.92estimated | $671.43 | $1,001 – $15,000 | 8220626 UNITED RENTALS, INC. CMN x |
Aug 2, 2024 Member | Sep 6, 2024 | FTNT Fortinet, Inc. | Buy | 141.58estimated | $56.51 | $1,001 – $15,000 | 8220626 FORTINET, INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220626 DANAHER CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 146.87estimated | $54.47 | $1,001 – $15,000 | 8220626 CROWDSTRIKE HOLDINGS, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CBRE CBRE Group Inc Common Stock Class A | Buy | 72.48estimated | $110.38 | $1,001 – $15,000 | 8220626 CBRE GROUP, INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CARR Carrier Global Corporation Common Stock | Buy | 125.03estimated | $63.99 | $1,001 – $15,000 | 8220626 CARRIER GLOBAL CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | D Dominion Energy, Inc. | Buy | 142.66estimated | $56.08 | $1,001 – $15,000 | 8220626 DOMINION ENERGY INC CMN |
Aug 2, 2024 Member | Sep 6, 2024 | — OUKE ENERGY COAPORATION CIN | Buy | — | — | $1,001 – $15,000 | 8220626 OUKE ENERGY COAPORATION CIN |
Aug 2, 2024 Spouse | Sep 6, 2024 | KDP Keurig Dr Pepper Inc. | Buy | 228.13estimated | $35.07 | $1,001 – $15,000 | 8220626 KEURIG DR PEPPER INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | PCG Pacific Gas & Electric Co. | Buy | 434.57estimated | $18.41 | $1,001 – $15,000 | 8220626 PG & E CORPORATION CMN |
Aug 2, 2024 Member | Sep 6, 2024 | BWA BorgWarner Inc. | Buy | 242.15estimated | $33.04 | $1,001 – $15,000 | 8220626 BORGWARNER INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | AES The AES Corporation | Buy | 467.05estimated | $17.13 | $1,001 – $15,000 | 8220626 AES CORP. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | EXC Exelon Corporation | Buy | 206.36estimated | $38.77 | $1,001 – $15,000 | 8220626 EXELON CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | PCAR PACCAR Inc. | Buy | 84.79estimated | $94.36 | $1,001 – $15,000 | 8220626 PACCAR INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — HOLDING CO | Buy | — | — | $1,001 – $15,000 | 8220626 HOLDING CO |
Aug 2, 2024 Spouse | Sep 6, 2024 | — CENTENE CORPORATION MN PUBLIC-SVC ENTERPRISE GROUP | Buy | — | — | $1,001 – $15,000 | 8220626 CENTENE CORPORATION MN PUBLIC-SVC ENTERPRISE GROUP |
Aug 2, 2024 Spouse | Sep 6, 2024 | GPN Global Payments Inc. | Buy | 83.67estimated | $95.62 | $1,001 – $15,000 | 8220626 GLOBAL PAYMENTS INC. CMN x |
Aug 2, 2024 Spouse | Sep 6, 2024 | — ENTERGY CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220626 ENTERGY CORPORATION CMN |
Aug 2, 2024 Dependent | Sep 6, 2024 | CVS CVS Health Corporation | Buy | 134.87estimated | $59.32 | $1,001 – $15,000 | 8220626 CVS HEALTH CORP CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — S&P GLOBAL INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220626 S&P GLOBAL INC. OMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | NSC Norfolk Southern Corporation | Buy | 32.87estimated | $243.41 | $1,001 – $15,000 | 8220626 NORFOLK SOUTHERN CORP CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | APTV Aptiv PLC Ordinary Shares | Buy | 132.62estimated | $60.32 | $1,001 – $15,000 | 8220626 APTIV PLC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | EIX Edison International | Buy | 97.25estimated | $82.27 | $1,001 – $15,000 | 8220626 EDISON INTERNATIONAL CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CEG Constellation Energy Corporation Common Stock | Buy | 47.88estimated | $167.08 | $1,001 – $15,000 | 8220626 CONSTELLATION ENERGY CORP CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — PICINC CMN | Buy | — | — | $1,001 – $15,000 | 8220626 PICINC CMN |
Aug 2, 2024 Member | Sep 6, 2024 | MSCI MSCI Inc. | Buy | 14.82estimated | $539.85 | $1,001 – $15,000 | 8220626 MSCI INC. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | SO Southern Company (The) | Buy | 90.32estimated | $88.58 | $1,001 – $15,000 | 8220626 THE SOUTHERN CO. CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | CMS CMS Energy Corporation | Buy | 121estimated | $66.12 | $1,001 – $15,000 | 8220626 CMS ENERGY CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | ABBV AbbVie Inc. | Buy | 42.27estimated | $189.29 | $1,001 – $15,000 | 8220626 ABBVIE INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — SEMPRA ENERGY CMN | Buy | — | — | $1,001 – $15,000 | 8220626 SEMPRA ENERGY CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — DTE ENERGY COMPANY CUN x | Buy | — | — | $1,001 – $15,000 | 8220626 DTE ENERGY COMPANY CUN x |
Aug 2, 2024 Spouse | Sep 6, 2024 | — HONEYWELL INTL INC CAN - x | Buy | — | — | $1,001 – $15,000 | 8220626 HONEYWELL INTL INC CAN - x |
Aug 2, 2024 Spouse | Sep 6, 2024 | BKNG Booking Holdings Inc. | Buy | 60.1estimated | $133.13 | $1,001 – $15,000 | 8220626 BOOKING HOLDINGS INC. CMN * |
Aug 2, 2024 Spouse | Sep 6, 2024 | — NIKE CLASS-B OMN CLASS B | Buy | — | — | $1,001 – $15,000 | 8220626 NIKE CLASS-B OMN CLASS B |
Aug 2, 2024 Member | Sep 6, 2024 | ORCL Oracle Corporation | Buy | 60.03estimated | $133.28 | $1,001 – $15,000 | 8220626 ORACLE CORPORATION CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — NEXTERA ENERGY, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220626 NEXTERA ENERGY, INC. OMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | BAC Bank of America Corporation | Buy | 212.89estimated | $37.58 | $1,001 – $15,000 | 8220626 BANK OF AMERICA CORP CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — (MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220626 (MC DONALDS CORP CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | ADBE Adobe Inc. | Buy | 15.21estimated | $526.17 | $1,001 – $15,000 | 8220626 ADOBE INC CMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | — THE HOME DEPOT. ING. OMN | Buy | — | — | $1,001 – $15,000 | 8220626 THE HOME DEPOT. ING. OMN |
Aug 2, 2024 Spouse | Sep 6, 2024 | JNJ Johnson & Johnson | Buy | 48.74estimated | $164.14 | $1,001 – $15,000 | 8220626 JOHNSON & JOHNSON CMN |
Aug 1, 2024 Spouse | Sep 6, 2024 | SBUX Starbucks Corporation | Buy | 106.52estimated | $75.11 | $1,001 – $15,000 | 8220626 STARBUCKS CORP. CMN |
Aug 1, 2024 Member | Sep 6, 2024 | SBUX Starbucks Corporation | Buy | 106.52estimated | $75.11 | $1,001 – $15,000 | 8220626 STARBUCKS CORP. CMN |
Jul 31, 2024 Member | Aug 7, 2024 | IP International Paper Company | Buy | 172.13estimated | $46.48 | $1,001 – $15,000 | 8220570 INTERNATIONAL PAPER CO. CMN |
Jul 31, 2024 Spouse | Aug 7, 2024 | IP International Paper Company | Buy | 172.13estimated | $46.48 | $1,001 – $15,000 | 8220570 IINTERNATIONAL PAPER CO. CMN |
Jul 31, 2024 Spouse | Aug 7, 2024 | — INFINERA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220570 INFINERA CORPORATION CMN |
Jul 31, 2024 Spouse | Aug 7, 2024 | — STARBUCKS CORP. CMIN | Buy | — | — | $1,001 – $15,000 | 8220570 STARBUCKS CORP. CMIN |
Jul 30, 2024 Spouse | Aug 7, 2024 | — INFINERA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220570 INFINERA CORPORATION CMN |
Jul 30, 2024 Member | Aug 7, 2024 | SBUX Starbucks Corporation | Buy | 105.35estimated | $75.94 | $1,001 – $15,000 | 8220570 P STARBUCKS CORP, CMN |
Jul 29, 2024 Dependent | Aug 7, 2024 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220570 INDEX |
Jul 29, 2024 Dependent | Aug 7, 2024 | — BUILDERS FIRETSOURCE, INC EMN | Buy | — | — | $1,001 – $15,000 | 8220570 BUILDERS FIRETSOURCE, INC EMN |
Jul 29, 2024 Spouse | Aug 7, 2024 | SBUX Starbucks Corporation | Buy | 106.39estimated | $75.20 | $1,001 – $15,000 | 8220570 STARBUCKS CORP. CMN |
Jul 29, 2024 Member | Aug 7, 2024 | SBUX Starbucks Corporation | Buy | 106.39estimated | $75.20 | $1,001 – $15,000 | 8220570 STARBUCKS CORP. CMN |
Jul 28, 2024 Dependent | Aug 7, 2024 | SYY Sysco Corporation | Buy | 109.82estimated | $72.85 | $1,001 – $15,000 | 8220570 SYSCO CORPORATION CMN |
Jul 26, 2024 Dependent | Aug 7, 2024 | — CARTER'S, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 CARTER'S, INC. CMN |
Jul 26, 2024 Spouse | Aug 7, 2024 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220570 S&P 500 INDEX |
Jul 26, 2024 Spouse | Aug 7, 2024 | — CARTER'S, INIC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 CARTER'S, INIC CMN |
Jul 25, 2024 Dependent | Aug 7, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220570 BERKSHIRE HATHAWAY INC, CLASS B |
Jul 25, 2024 Spouse | Aug 7, 2024 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220570 S&P 500 INDEX |
Jul 23, 2024 Dependent | Aug 7, 2024 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 119.02estimated | $67.22 | $1,001 – $15,000 | 8220570 CROWDSTRIKE HOLDINGS, INC. CMN |
Jul 23, 2024 Dependent | Aug 7, 2024 | — ACCENTURE PLC OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220570 ACCENTURE PLC OMN CLASS A |
Jul 23, 2024 Dependent | Aug 7, 2024 | AAPL Apple Inc. | Buy | 35.56estimated | $225.01 | $1,001 – $15,000 | 8220570 APPLE INC. CMN x |
Jul 23, 2024 Dependent | Aug 7, 2024 | — MONGOOB, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 MONGOOB, INC. CMN |
Jul 23, 2024 Dependent | Aug 7, 2024 | — VERTIV HOLDINGS LLC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 VERTIV HOLDINGS LLC CMN |
Jul 23, 2024 Dependent | Aug 7, 2024 | AVGO Broadcom Inc. | Buy | 48.85estimated | $163.77 | $1,001 – $15,000 | 8220570 BROADCOM INC. CMN |
Jul 23, 2024 Spouse | Aug 7, 2024 | — SYSCO CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220570 SYSCO CORPORATION OMN |
Jul 23, 2024 Spouse | Aug 7, 2024 | — (CARTER'S, INC. CAAN | Buy | — | — | $1,001 – $15,000 | 8220570 (CARTER'S, INC. CAAN |
Jul 23, 2024 Spouse | Aug 7, 2024 | DIS Walt Disney Company (The) | Buy | 87.98estimated | $90.94 | $1,001 – $15,000 | 8220570 WALT DISNEY COMPANY (THE CMN |
Jul 23, 2024 Spouse | Aug 7, 2024 | — BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8220570 BASKET OF INDICES |
Jul 23, 2024 Spouse | Aug 7, 2024 | — CARTER'S, INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 CARTER'S, INC CMN |
Jul 22, 2024 Spouse | Aug 7, 2024 | — INFINERA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220570 INFINERA CORPORATION CMN |
Jul 22, 2024 Spouse | Aug 7, 2024 | — INFINERA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220570 INFINERA CORPORATION CMN |
Jul 21, 2024 Dependent | Aug 7, 2024 | KMX CarMax Inc | Buy | 99.99estimated | $80.01 | $1,001 – $15,000 | 8220570 CARMAX INC CMN * |
Jul 21, 2024 Dependent | Aug 7, 2024 | — INTERNATIONAL PAPER CO. ENIN | Buy | — | — | $1,001 – $15,000 | 8220570 INTERNATIONAL PAPER CO. ENIN |
Jul 19, 2024 Spouse | Aug 7, 2024 | — BUILDERS FIRSTSOURCE, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220570 BUILDERS FIRSTSOURCE, INC. OMN |
Jul 19, 2024 Spouse | Aug 7, 2024 | — EO0 INDEX | Buy | — | — | $1,001 – $15,000 | 8220570 EO0 INDEX |
Jul 19, 2024 Member | Aug 7, 2024 | — DiC 5O0 INDEX | Buy | — | — | $1,001 – $15,000 | 8220570 DiC 5O0 INDEX |
Jul 18, 2024 Spouse | Aug 7, 2024 | ABT Abbott Laboratories | Buy | 79.95estimated | $100.07 | $1,001 – $15,000 | 8220570 ABBOTT LABORATORIES CMN |
Jul 18, 2024 Member | Aug 7, 2024 | — EXC ABBOTT LABOBATORIES CMIN | Buy | — | — | $1,001 – $15,000 | 8220570 EXC ABBOTT LABOBATORIES CMIN |
Jul 18, 2024 Spouse | Aug 7, 2024 | DIS Walt Disney Company (The) | Buy | 82.66estimated | $96.79 | $1,001 – $15,000 | 8220570 WALT DISNEY COMPANY (THE) CMN |
Jul 18, 2024 Spouse | Aug 7, 2024 | — CIAN | Buy | — | — | $1,001 – $15,000 | 8220570 CIAN |
Jul 17, 2024 Member | Aug 7, 2024 | — P ¡INFINERA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220570 P ¡INFINERA CORPORATION CMN |
Jul 16, 2024 Spouse | Aug 7, 2024 | — BAXTER INTERRATIONAL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 BAXTER INTERRATIONAL INC CMN |
Jul 15, 2024 Spouse | Aug 7, 2024 | VYX NCR Voyix Corporation | Buy | 551.76estimated | $14.50 | $1,001 – $15,000 | 8220570 INCR VOYIX CORP CMN |
Jul 15, 2024 Member | Aug 7, 2024 | VYX NCR Voyix Corporation | Buy | 551.76estimated | $14.50 | $1,001 – $15,000 | 8220570 INCR VOYIX CORP CMN |
Jul 12, 2024 Spouse | Aug 7, 2024 | — INFINERA CORPORATION CMN | Receive | — | — | $1,001 – $15,000 | 8220570 INFINERA CORPORATION CMN |
Jul 12, 2024 Spouse | Aug 7, 2024 | — INOVO-NORDISK A/S ADR ADR OMN | Receive | — | — | $1,001 – $15,000 | 8220570 INOVO-NORDISK A/S ADR ADR OMN |
Jul 12, 2024 Spouse | Aug 7, 2024 | — ASML HOLDING N.V. ADR CMN x | Buy | — | — | $1,001 – $15,000 | 8220570 ASML HOLDING N.V. ADR CMN x |
Jul 12, 2024 Spouse | Aug 7, 2024 | — ABB LTD SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220570 ABB LTD SPONSORED ADR CMN |
Jul 12, 2024 Member | Aug 7, 2024 | — P LISHARES MISCI AUSTRALIA ETF | Buy | — | — | $1,001 – $15,000 | 8220570 P LISHARES MISCI AUSTRALIA ETF |
Jul 12, 2024 Spouse | Aug 7, 2024 | — NOR VOYX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220570 NOR VOYX CORP CMN |
Jul 12, 2024 Member | Aug 7, 2024 | — SANORI SPONSORED ADR OMN | Buy | — | — | $1,001 – $15,000 | 8220570 SANORI SPONSORED ADR OMN |
Jul 12, 2024 Spouse | Aug 7, 2024 | — INFINERA CORPORATION CMN | Receive | — | — | $1,001 – $15,000 | 8220570 INFINERA CORPORATION CMN |
Jul 11, 2024 Spouse | Aug 7, 2024 | — LINTERNATIONAL PAPER CD. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 LINTERNATIONAL PAPER CD. CMN |
Jul 11, 2024 Spouse | Aug 7, 2024 | — INFINERA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220570 INFINERA CORPORATION CMN |
Jul 11, 2024 Dependent | Aug 7, 2024 | DE Deere & Company | Buy | 22.13estimated | $361.60 | $1,001 – $15,000 | 8220570 DEERE & COMPANY CMN |
Jul 10, 2024 Spouse | Aug 7, 2024 | — INFINERA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220570 INFINERA CORPORATION CMN |
Jul 10, 2024 Spouse | Aug 7, 2024 | — NOR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220570 NOR VOYIX CORP CMN |
Jul 10, 2024 Spouse | Aug 7, 2024 | — INFINERA CORPORATION CHAN | Buy | — | — | $1,001 – $15,000 | 8220570 INFINERA CORPORATION CHAN |
Jul 9, 2024 Spouse | Aug 7, 2024 | — CORNING INCORPORATED DMN | Receive | — | — | $1,001 – $15,000 | 8220570 CORNING INCORPORATED DMN |
Jul 5, 2024 Dependent | Aug 7, 2024 | — D74D5/2024 | Buy | — | — | $1,001 – $15,000 | 8220570 D74D5/2024 |
Jul 5, 2024 Spouse | Aug 7, 2024 | — NER VOYIX CORP CAN | Buy | — | — | $1,001 – $15,000 | 8220570 NER VOYIX CORP CAN |
Jul 3, 2024 Spouse | Aug 7, 2024 | KR Kroger Company (The) | Buy | 157.65estimated | $50.75 | $1,001 – $15,000 | 8220570 KROGER COMPANY CMN x |
Jul 3, 2024 Spouse | Aug 7, 2024 | — NOR VOYEK CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220570 NOR VOYEK CORP CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | ILMN Illumina, Inc. | Buy | 75.83estimated | $105.51 | $1,001 – $15,000 | 8220570 ILLUMINA INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — FIRSTSOLAR, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 FIRSTSOLAR, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — PARAMOUNT GLOBALCMN CLASS B | Buy | — | — | $1,001 – $15,000 | 8220570 PARAMOUNT GLOBALCMN CLASS B |
Jul 2, 2024 Dependent | Aug 7, 2024 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 WARNER BROS DISCOVERY INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220570 CLASSA |
Jul 2, 2024 Dependent | Aug 7, 2024 | IDXX IDEXX Laboratories, Inc. | Buy | 16.76estimated | $477.23 | $1,001 – $15,000 | 8220570 IDEXX LABORATORIES CMN |
Jul 2, 2024 Member | Aug 7, 2024 | ENPH Enphase Energy, Inc. | Buy | 83.54estimated | $95.77 | $1,001 – $15,000 | 8220570 ENPHASE ENERGY, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | HRL Hormel Foods Corporation | Buy | 261.88estimated | $30.55 | $1,001 – $15,000 | 8220570 HORMEL FOODS CORPORATION CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | APD Air Products and Chemicals, Inc. | Buy | 31.87estimated | $251.00 | $1,001 – $15,000 | 8220570 LAIR PRODUCTS & CHEMICALS INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220570 NEWMONT CORP CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | VICI VICI Properties Inc. | Buy | 288.1estimated | $27.77 | $1,001 – $15,000 | 8220570 VICI PROPERTIES INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — DAYFORCE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 DAYFORCE INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | BWA BorgWarner Inc. | Buy | 251.9estimated | $31.76 | $1,001 – $15,000 | 8220570 BORGWARNER INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — REALTY INCOME COAPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220570 REALTY INCOME COAPORATION CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | PYPL PayPal Holdings, Inc. | Buy | 135.67estimated | $58.97 | $1,001 – $15,000 | 8220570 PAYPAL HOLDINGS, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — D.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 D.R. HORTON, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | JBL Jabil Inc. | Buy | 73.72estimated | $108.53 | $1,001 – $15,000 | 8220570 JABIL INC CMN |
Jul 2, 2024 Member | Aug 7, 2024 | — OC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 OC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — THE HERSHEY COMPANY CIM | Buy | — | — | $1,001 – $15,000 | 8220570 THE HERSHEY COMPANY CIM |
Jul 2, 2024 Dependent | Aug 7, 2024 | — I MARKETAXESS HOLDINGS INC, CNN | Buy | — | — | $1,001 – $15,000 | 8220570 I MARKETAXESS HOLDINGS INC, CNN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220570 CATERPILLAR INC (DELAWARE) CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — ABBOTT LABORATORIES OMN | Buy | — | — | $1,001 – $15,000 | 8220570 ABBOTT LABORATORIES OMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | TMO Thermo Fisher Scientific Inc | Buy | 14.98estimated | $533.93 | $1,001 – $15,000 | 8220570 THERMO FISHER SCIENTIFIC INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | ALB Albemarle Corporation | Buy | 82.43estimated | $97.06 | $1,001 – $15,000 | 8220570 LALBEMARLE CORP CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | LULU lululemon athletica inc. | Buy | 26.52estimated | $301.67 | $1,001 – $15,000 | 8220570 LULULEMON ATHLETICA INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | SMCI Super Micro Computer, Inc. | Buy | 95.57estimated | $83.72 | $1,001 – $15,000 | 8220570 SUPER MICRO COMPUTER, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | LEN Lennar Corporation Class A | Buy | 57.98estimated | $138.00 | $1,001 – $15,000 | 8220570 LENNAR CORPORATION CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | CRM Salesforce, Inc. | Buy | 31.23estimated | $256.19 | $1,001 – $15,000 | 8220570 SALESFORCE INC CMN * |
Jul 2, 2024 Member | Aug 7, 2024 | — DO POOL CORP CAN * | Buy | — | — | $1,001 – $15,000 | 8220570 DO POOL CORP CAN * |
Jul 2, 2024 Dependent | Aug 7, 2024 | LVS Las Vegas Sands Corp. | Buy | 189.09estimated | $42.31 | $1,001 – $15,000 | 8220570 LAS VEGAS SANDS CORP. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — DOW INCOMN | Buy | — | — | $1,001 – $15,000 | 8220570 DOW INCOMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — PRE INDUSTRIES, INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 PRE INDUSTRIES, INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | PH Parker-Hannifin Corporation | Buy | 15.69estimated | $510.03 | $1,001 – $15,000 | 8220570 PARKER-HANNIFIN CORP. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | DE Deere & Company | Buy | 21.92estimated | $364.95 | $1,001 – $15,000 | 8220570 DEERE & COMPANY CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | KEYS Keysight Technologies Inc. | Buy | 58.63estimated | $136.45 | $1,001 – $15,000 | 8220570 KEYSIGHT TECHNOLOGIES, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — ANSYS, ING. OMIN | Buy | — | — | $1,001 – $15,000 | 8220570 ANSYS, ING. OMIN |
Jul 2, 2024 Dependent | Aug 7, 2024 | CNC Centene Corporation | Buy | 120.87estimated | $66.19 | $1,001 – $15,000 | 8220570 CENTENE CORPORATION CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — FREEPORT-MICMORAN INC OMN | Receive | — | — | $1,001 – $15,000 | 8220570 FREEPORT-MICMORAN INC OMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — TOMN | Buy | — | — | $1,001 – $15,000 | 8220570 TOMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | SBUX Starbucks Corporation | Buy | 104.13estimated | $76.83 | $1,001 – $15,000 | 8220570 STARBUCKS CORP. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — CISCO SYSTEMS, INC. ÇMN | Buy | — | — | $1,001 – $15,000 | 8220570 CISCO SYSTEMS, INC. ÇMN |
Jul 2, 2024 Member | Aug 7, 2024 | — PEPSICO, INC. CNN | Buy | — | — | $1,001 – $15,000 | 8220570 PEPSICO, INC. CNN |
Jul 2, 2024 Dependent | Aug 7, 2024 | ALGN Align Technology, Inc. | Buy | 33.37estimated | $239.74 | $1,001 – $15,000 | 8220570 ALIGN TECHNOLOGY, INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — MSCIINC, CMN | Buy | — | — | $1,001 – $15,000 | 8220570 MSCIINC, CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | FMC FMC Corporation | Buy | 143.84estimated | $55.62 | $1,001 – $15,000 | 8220570 IFMC CORPORATION CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220570 ICMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — DOLLAR TREE STORES, INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220570 DOLLAR TREE STORES, INC, CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | GPC Genuine Parts Company | Buy | 58.84estimated | $135.98 | $1,001 – $15,000 | 8220570 GENUINE PARTS CO. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — STANLEY BLACK & DECKER, INC. CIN | Buy | — | — | $1,001 – $15,000 | 8220570 STANLEY BLACK & DECKER, INC. CIN |
Jul 2, 2024 Dependent | Aug 7, 2024 | SJM The J.M. Smucker Company | Buy | 72.3estimated | $110.65 | $1,001 – $15,000 | 8220570 J. M. SMUCKER COMPANY (THE) CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | APTV Aptiv PLC Ordinary Shares | Buy | 132.99estimated | $60.16 | $1,001 – $15,000 | 8220570 APTIV PLC CMN x |
Jul 2, 2024 Dependent | Aug 7, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220570 ICMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | BAX Baxter International Inc. | Buy | 243.55estimated | $32.85 | $1,001 – $15,000 | 8220570 BAXTER INTERNATIONAL INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | CCL Carnival Corporation Ltd. Common Shares | Buy | 455.61estimated | $17.56 | $1,001 – $15,000 | 8220570 CARNIVAL CORPORATION CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | CF CF Industries Holdings, Inc. | Buy | 112.95estimated | $70.83 | $1,001 – $15,000 | 8220570 ICF INDUSTRIES HOLDINGS, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — GLOBAL PAYMENTS INC. CMAN | Buy | — | — | $1,001 – $15,000 | 8220570 GLOBAL PAYMENTS INC. CMAN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — MOUNA HEALTHCARE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 MOUNA HEALTHCARE, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | PAYX Paychex, Inc. | Buy | 67.58estimated | $118.38 | $1,001 – $15,000 | 8220570 PAYCHEX, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | SPG Simon Property Group, Inc. | Buy | 54.14estimated | $147.78 | $1,001 – $15,000 | 8220570 SIMON PROPERTY GROUP INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — AON PUBLIC UMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220570 AON PUBLIC UMITED COMPANY CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 AMERICAN INTL GROUP, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | ACGL Arch Capital Group Ltd. | Buy | 80.01estimated | $100.00 | $1,001 – $15,000 | 8220570 ARCH CAPITAL GROUP LTD. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 PHILIP MORRIS INTL INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | TRV The Travelers Companies, Inc. | Buy | 39.28estimated | $203.66 | $1,001 – $15,000 | 8220570 THE TRAVELERS COMPANIES, INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | F Ford Motor Company | Buy | 621.64estimated | $12.87 | $1,001 – $15,000 | 8220570 FORD MOTOR COMPANY CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | NUE Nucor Corporation | Buy | 51.13estimated | $156.46 | $1,001 – $15,000 | 8220570 NUCOR CORPORATION CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220570 CLASSA |
Jul 2, 2024 Dependent | Aug 7, 2024 | STLD Steel Dynamics, Inc. | Buy | 62.36estimated | $128.30 | $1,001 – $15,000 | 8220570 STEEL DYNAMICS, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | KDP Keurig Dr Pepper Inc. | Buy | 244.07estimated | $32.78 | $1,001 – $15,000 | 8220570 KEURIG DR PEPPER INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | WY Weyerhaeuser Company | Buy | 291.14estimated | $27.48 | $1,001 – $15,000 | 8220570 WEYERHAEUSER COMPANY CMN |
Jul 2, 2024 Member | Aug 7, 2024 | — C KKR & CO. INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220570 C KKR & CO. INC. OMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 83.11estimated | $96.26 | $1,001 – $15,000 | 8220570 CROWDSTRIKE HOLDINGS, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | MDLZ Mondelez International, Inc. Class A | Buy | 121.16estimated | $66.03 | $1,001 – $15,000 | 8220570 MONDELEZ INTERNATIONAL, INC. CMN |
Jul 2, 2024 Spouse | Aug 7, 2024 | — FERGUSON PIC EMN | Buy | — | — | $1,001 – $15,000 | 8220570 FERGUSON PIC EMN |
Jul 2, 2024 Spouse | Aug 7, 2024 | UNP Union Pacific Corporation | Buy | 35.48estimated | $225.50 | $1,001 – $15,000 | 8220570 UNION PACIFIC CORP. CMN |
Jul 2, 2024 Spouse | Aug 7, 2024 | GM General Motors Company | Buy | 170.4estimated | $46.95 | $1,001 – $15,000 | 8220570 GENERAL. MOTORS COMPANY CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | AMGN Amgen Inc. | Buy | 25.74estimated | $310.77 | $1,001 – $15,000 | 8220570 AMGEN INC. CMN x |
Jul 2, 2024 Spouse | Aug 7, 2024 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220570 CATERPILLAR INC (DELAWARE) CMN |
Jul 2, 2024 Member | Aug 7, 2024 | — P DEERE & COMPANY CMIN | Buy | — | — | $1,001 – $15,000 | 8220570 P DEERE & COMPANY CMIN |
Jul 2, 2024 Spouse | Aug 7, 2024 | — LABCORP HOLDINGS INC OMN | Buy | — | — | $1,001 – $15,000 | 8220570 LABCORP HOLDINGS INC OMN |
Jul 2, 2024 Spouse | Aug 7, 2024 | LEA Lear Corporation | Buy | 69.81estimated | $114.61 | $1,001 – $15,000 | 8220570 LEAR CORPORATION CMN |
Jul 2, 2024 Spouse | Aug 7, 2024 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 AMERICAN INTL GROUP, INC. CMN |
Jul 2, 2024 Spouse | Aug 7, 2024 | PEP PepsiCo, Inc. | Buy | 48.91estimated | $163.58 | $1,001 – $15,000 | 8220570 PEPSICO, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — CIGNA GROUP/THE OMN | Buy | — | — | $1,001 – $15,000 | 8220570 CIGNA GROUP/THE OMN |
Jul 2, 2024 Spouse | Aug 7, 2024 | — LAS VESAS SANDS CORP. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 LAS VESAS SANDS CORP. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — CYS HEALTH CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220570 CYS HEALTH CORP CMN |
Jul 2, 2024 Spouse | Aug 7, 2024 | — IKENNUE INC CUN | Buy | — | — | $1,001 – $15,000 | 8220570 IKENNUE INC CUN |
Jul 2, 2024 Spouse | Aug 7, 2024 | — LENNAR CORPCRATION CMN | Buy | — | — | $1,001 – $15,000 | 8220570 LENNAR CORPCRATION CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 26.33estimated | $303.83 | $1,001 – $15,000 | 8220570 ACCENTURE PLC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | NKE Nike, Inc. | Buy | 105.21estimated | $76.04 | $1,001 – $15,000 | 8220570 NIKE CLASS-B CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — INTEL CORPORATION CLAM | Buy | — | — | $1,001 – $15,000 | 8220570 INTEL CORPORATION CLAM |
Jul 2, 2024 Dependent | Aug 7, 2024 | — JONN | Buy | — | — | $1,001 – $15,000 | 8220570 JONN |
Jul 2, 2024 Spouse | Aug 7, 2024 | ALB Albemarle Corporation | Buy | 82.43estimated | $97.06 | $1,001 – $15,000 | 8220570 ALBEMARLE CORP CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — IME DONALOS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220570 IME DONALOS CORP CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | ADBE Adobe Inc. | Buy | 14.09estimated | $567.71 | $1,001 – $15,000 | 8220570 ADOBE INC CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | AAPL Apple Inc. | Buy | 36.32estimated | $220.27 | $1,001 – $15,000 | 8220570 APPLE INC. CMN |
Jul 2, 2024 Spouse | Aug 7, 2024 | HSY The Hershey Company | Buy | 43.33estimated | $184.65 | $1,001 – $15,000 | 8220570 THE HERSHEY COMPANY CMN |
Jul 2, 2024 Spouse | Aug 7, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220570 AON PUBLIC LIMITED COMPANY CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220570 CLASSA |
Jul 2, 2024 Member | Aug 7, 2024 | AMD Advanced Micro Devices, Inc. | Buy | 48.69estimated | $164.31 | $1,001 – $15,000 | 8220570 OC ADVANCED MICRO DEVICES, INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — PIC INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 PIC INC. CMN |
Jul 2, 2024 Dependent | Aug 7, 2024 | — IOVIA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 IOVIA HOLDINGS INC CMN |
Jul 2, 2024 Member | Aug 7, 2024 | — OCAMERICAN AIRLINES GROUP INC CMN K | Buy | — | — | $1,001 – $15,000 | 8220570 OCAMERICAN AIRLINES GROUP INC CMN K |
Jul 2, 2024 Dependent | Aug 7, 2024 | — PAYCOM SOFTWARE, INC. CMAN | Buy | — | — | $1,001 – $15,000 | 8220570 PAYCOM SOFTWARE, INC. CMAN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220570 CATERPILLAR INC (DELAWARE) CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | NKE Nike, Inc. | Buy | 104.13estimated | $76.83 | $1,001 – $15,000 | 8220570 NIKE CLASS-B CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — PAYCOM SOFTWARE, INC, OMN X | Buy | — | — | $1,001 – $15,000 | 8220570 PAYCOM SOFTWARE, INC, OMN X |
Jul 1, 2024 Spouse | Aug 7, 2024 | — HEMAY SCHEIN INC COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8220570 HEMAY SCHEIN INC COMMON STOCK |
Jul 1, 2024 Spouse | Aug 7, 2024 | ENPH Enphase Energy, Inc. | Buy | 82.26estimated | $97.26 | $1,001 – $15,000 | 8220570 ENPHASE ENERGY, INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | GNRC Generac Holdlings Inc. | Buy | 60.08estimated | $133.16 | $1,001 – $15,000 | 8220570 GENERAC HOLDINGS INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — PAYCHEX, ENC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 PAYCHEX, ENC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | NSC Norfolk Southern Corporation | Buy | 37.38estimated | $214.06 | $1,001 – $15,000 | 8220570 NORFOLK SOUTHERN CORP CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — PARAMOUNT GLOBAL CMN | Buy | — | — | $1,001 – $15,000 | 8220570 PARAMOUNT GLOBAL CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | TECH Bio-Techne Corp | Buy | 111.72estimated | $71.61 | $1,001 – $15,000 | 8220570 BIO-TECHNE CORPORATION CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | DOW Dow Inc. Common Stock | Buy | 152.01estimated | $52.63 | $1,001 – $15,000 | 8220570 DOW INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | CTVA Corteva, Inc. Common Stock | Buy | 810.67estimated | $9.87 | $1,001 – $15,000 | 8220570 CORTEVA, INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | ETSY Etsy, Inc. | Buy | 140.34estimated | $57.01 | $1,001 – $15,000 | 8220570 LETSY, INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — KEURIG DA PEPPER INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 KEURIG DA PEPPER INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — HASBRO, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220570 HASBRO, INC. OMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — FRANKLIN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 FRANKLIN RESOURCES INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | ABNB Airbnb, Inc. Class A | Buy | 52.76estimated | $151.63 | $1,001 – $15,000 | 8220570 AIRBNB, INC. CMN |
Jul 1, 2024 Member | Aug 7, 2024 | VMC Vulcan Materials Company (Holding Company) | Buy | 32.83estimated | $243.72 | $1,001 – $15,000 | 8220570 P VULCAN MATERIALS CO CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | PPG PPG Industries, Inc. | Buy | 64.53estimated | $123.98 | $1,001 – $15,000 | 8220570 PPG INDUSTRIES, INC. CMN |
Jul 1, 2024 Member | Aug 7, 2024 | — MOUNA HEALTHCARE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 MOUNA HEALTHCARE, INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | POOL Pool Corporation | Buy | 26estimated | $307.69 | $1,001 – $15,000 | 8220570 POOL CORP CMN |
Jul 1, 2024 Member | Aug 7, 2024 | — P UNITED RENTALS, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 P UNITED RENTALS, ING. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220570 DANAHER CORPORATION CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | SMCI Super Micro Computer, Inc. | Buy | 98.49estimated | $81.23 | $1,001 – $15,000 | 8220570 SUPER MICRO COMPUTER INC. CMN |
Jul 1, 2024 Member | Aug 7, 2024 | — P FREEPORT-MOMORAN INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 P FREEPORT-MOMORAN INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — FIFTH THIAD BANCORP CMN | Buy | — | — | $1,001 – $15,000 | 8220570 FIFTH THIAD BANCORP CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — MSCIINC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 MSCIINC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — MORGAN STANLEY OMN | Buy | — | — | $1,001 – $15,000 | 8220570 MORGAN STANLEY OMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — LANSYS, INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 LANSYS, INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | APTV Aptiv PLC Ordinary Shares | Buy | 134.93estimated | $59.29 | $1,001 – $15,000 | 8220570 APTIV PLC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | CNC Centene Corporation | Buy | 122.44estimated | $65.34 | $1,001 – $15,000 | 8220570 CENTENE CORPORATION CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | MDLZ Mondelez International, Inc. Class A | Buy | 122.63estimated | $65.24 | $1,001 – $15,000 | 8220570 MONDELEZ INTERNATIONAL INC. CMN * |
Jul 1, 2024 Spouse | Aug 7, 2024 | — ID.R HORTON, INC CMN * | Buy | — | — | $1,001 – $15,000 | 8220570 ID.R HORTON, INC CMN * |
Jul 1, 2024 Spouse | Aug 7, 2024 | — PAYPAL HOLDINGS, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220570 PAYPAL HOLDINGS, INC. OMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | DG Dollar General Corporation | Buy | 61.27estimated | $130.58 | $1,001 – $15,000 | 8220570 DOLLAR GENERAL CORPORATION CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | CRM Salesforce, Inc. | Buy | 31.23estimated | $256.21 | $1,001 – $15,000 | 8220570 SALESFORCE INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — STARBUCKS CORP. CMIN | Buy | — | — | $1,001 – $15,000 | 8220570 STARBUCKS CORP. CMIN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — VISA INC. OMN CLASSA | Buy | — | — | $1,001 – $15,000 | 8220570 VISA INC. OMN CLASSA |
Jul 1, 2024 Spouse | Aug 7, 2024 | PEP PepsiCo, Inc. | Buy | 49.12estimated | $162.89 | $1,001 – $15,000 | 8220570 PEPSICO, INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | PANW Palo Alto Networks, Inc. | Buy | 46.94estimated | $170.45 | $1,001 – $15,000 | 8220570 PALO ALTO NETWORKS INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — ULTA BEAUTY INC OMN | Buy | — | — | $1,001 – $15,000 | 8220570 ULTA BEAUTY INC OMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | FMC FMC Corporation | Buy | 141.33estimated | $56.61 | $1,001 – $15,000 | 8220570 (FMC CORPORATION CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — LOVIA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 LOVIA HOLDINGS INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — DOLLAR TREE STORES. INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 DOLLAR TREE STORES. INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | CSGP CoStar Group, Inc. | Buy | 108.29estimated | $73.88 | $1,001 – $15,000 | 8220570 COSTAR GROUP, INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — PHILIP MORRIS INTL INC CMN x | Buy | — | — | $1,001 – $15,000 | 8220570 PHILIP MORRIS INTL INC CMN x |
Jul 1, 2024 Spouse | Aug 7, 2024 | ALGN Align Technology, Inc. | Buy | 33.53estimated | $238.64 | $1,001 – $15,000 | 8220570 ALIGN TECHNOLOGY, INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 WARNER BROS DISCOVERY INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — LKQ CORPORATION EMN | Buy | — | — | $1,001 – $15,000 | 8220570 LKQ CORPORATION EMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | LW Lamb Weston Holdings, Inc. Common Stock | Buy | 96.69estimated | $82.74 | $1,001 – $15,000 | 8220570 LAMB WESTON HOLDINGS, INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — jCMN | Buy | — | — | $1,001 – $15,000 | 8220570 jCMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — DAYFORCE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 DAYFORCE INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — GENERAL MILL5 INC CMN | Buy | — | — | $1,001 – $15,000 | 8220570 GENERAL MILL5 INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — U.5. BANCORP CMA | Buy | — | — | $1,001 – $15,000 | 8220570 U.5. BANCORP CMA |
Jul 1, 2024 Spouse | Aug 7, 2024 | HRL Hormel Foods Corporation | Buy | 262.91estimated | $30.43 | $1,001 – $15,000 | 8220570 HORMEL FOODS CORPORATION CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — CLOROX CO (THE) (DELAWARE) OMN x | Buy | — | — | $1,001 – $15,000 | 8220570 CLOROX CO (THE) (DELAWARE) OMN x |
Jul 1, 2024 Spouse | Aug 7, 2024 | SJM The J.M. Smucker Company | Buy | 72.4estimated | $110.51 | $1,001 – $15,000 | 8220570 D, M. SMUCKER COMPANY (THE) CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | ORCL Oracle Corporation | Buy | 55.91estimated | $143.09 | $1,001 – $15,000 | 8220570 ORACLE CORPORATION CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | CI The Cigna Group | Buy | 24.52estimated | $326.27 | $1,001 – $15,000 | 8220570 CIGNA GROUP/THE CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | FTNT Fortinet, Inc. | Buy | 133.68estimated | $59.85 | $1,001 – $15,000 | 8220570 FORTINET, INC. CMN * |
Jul 1, 2024 Spouse | Aug 7, 2024 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 81.61estimated | $98.04 | $1,001 – $15,000 | 8220570 CROWDSTRIKE HOLDINGS, INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | DIS Walt Disney Company (The) | Buy | 81.6estimated | $98.04 | $1,001 – $15,000 | 8220570 WALT DISNEY COMPANY (THE CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — LULULEMON ATHLEFICA INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220570 LULULEMON ATHLEFICA INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | FDX FedEx Corporation | Buy | 33.94estimated | $235.76 | $1,001 – $15,000 | 8220570 FEDEX CORPORATION CMN |
Jul 1, 2024 Member | Aug 7, 2024 | — P CLAS5 B | Buy | — | — | $1,001 – $15,000 | 8220570 P CLAS5 B |
Jul 1, 2024 Spouse | Aug 7, 2024 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 26.44estimated | $302.55 | $1,001 – $15,000 | 8220570 ACCENTURE PLC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | — EVS HEALTH CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220570 EVS HEALTH CORP CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | AMZN Amazon.com, Inc. | Buy | 40.57estimated | $197.20 | $1,001 – $15,000 | 8220570 AMAZON.COM INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | NOW ServiceNow, Inc. | Buy | 50.7estimated | $157.79 | $1,001 – $15,000 | 8220570 SERVICENOW INC CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | TSLA Tesla, Inc. | Buy | 38.12estimated | $209.86 | $1,001 – $15,000 | 8220570 TESLA, INC. CMN |
Jul 1, 2024 Spouse | Aug 7, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220570 BERKSHIRE HATHAWAY INC. CLASS B * |
Jul 1, 2024 Spouse | Aug 7, 2024 | — INCR VOYIX CORP EVIN | Buy | — | — | $1,001 – $15,000 | 8220570 INCR VOYIX CORP EVIN |
Jun 28, 2024 Spouse | Jul 8, 2024 | — INOR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220534 INOR VOYIX CORP CMN |
Jun 27, 2024 Spouse | Jul 8, 2024 | — INCR VOYIX CORP CMIN | Buy | — | — | $1,001 – $15,000 | 8220534 INCR VOYIX CORP CMIN |
Jun 27, 2024 Spouse | Jul 8, 2024 | VYX NCR Voyix Corporation | Buy | 648.86estimated | $12.33 | $1,001 – $15,000 | 8220534 NCR VOYIX CORP CMN |
Jun 27, 2024 Dependent | Jul 8, 2024 | — Call (SPX) New SleP 500 JUN 21 24 $460D | Buy | — | — | $100,001 – $250,000 | 8220534 Call (SPX) New SleP 500 JUN 21 24 $460D |
Jun 26, 2024 Dependent | Jul 8, 2024 | — UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | Buy | — | — | $250,001 – $500,000 | 8220534 UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 |
Jun 26, 2024 Dependent | Jul 8, 2024 | — UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | Buy | — | — | $250,001 – $500,000 | 8220534 UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 |
Jun 26, 2024 Member | Jul 8, 2024 | — P UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | Buy | — | — | $250,001 – $500,000 | 8220534 P UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 |
Jun 24, 2024 Dependent | Jul 8, 2024 | — MCMN | Buy | — | — | $1,001 – $15,000 | 8220534 MCMN |
Jun 24, 2024 Member | Jul 8, 2024 | — CHART INDUSTRIES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220534 CHART INDUSTRIES, INC. CMN |
Jun 24, 2024 Dependent | Jul 8, 2024 | PWR Quanta Services, Inc. | Buy | 29.17estimated | $274.23 | $1,001 – $15,000 | 8220534 QUANTA SERVICES INC CMN |
Jun 24, 2024 Dependent | Jul 8, 2024 | ROK Rockwell Automation, Inc. | Buy | 30.09estimated | $265.87 | $1,001 – $15,000 | 8220534 IROCKWELL AUTOMATION INC CMN |
Jun 24, 2024 Dependent | Jul 8, 2024 | — EMERSON ELECTRIC CO. CMA | Buy | — | — | $1,001 – $15,000 | 8220534 EMERSON ELECTRIC CO. CMA |
Jun 24, 2024 Dependent | Jul 8, 2024 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 24.84estimated | $322.08 | $1,001 – $15,000 | 8220534 EATON CORP PLC CMN .* |
Jun 24, 2024 Dependent | Jul 8, 2024 | LII Lennox International, Inc. | Buy | 14.62estimated | $547.32 | $1,001 – $15,000 | 8220534 LENNOX INTERNATIONAL INC CMN |
Jun 24, 2024 Dependent | Jul 8, 2024 | LIN Linde plc Ordinary Shares | Buy | 18.05estimated | $443.14 | $1,001 – $15,000 | 8220534 LINDE PLC CMN |
Jun 24, 2024 Dependent | Jul 8, 2024 | XEL Xcel Energy Inc. | Buy | 148.21estimated | $53.98 | $1,001 – $15,000 | 8220534 IXCEL ENERGY INC. CMN |
Jun 24, 2024 Dependent | Jul 8, 2024 | — EXXON MOBIL CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220534 EXXON MOBIL CORPORATION CMN |
Jun 24, 2024 Dependent | Jul 8, 2024 | STLD Steel Dynamics, Inc. | Buy | 63.33estimated | $126.34 | $1,001 – $15,000 | 8220534 STEEL DYNAMICS, INC. CMN |
Jun 24, 2024 Dependent | Jul 8, 2024 | — GE VERNOVA LLC CMN | Buy | — | — | $1,001 – $15,000 | 8220534 GE VERNOVA LLC CMN |
Jun 24, 2024 Dependent | Jul 8, 2024 | — HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220534 HONEYWELL INTL INC CMN |
Jun 24, 2024 Spouse | Jul 8, 2024 | — NERVOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220534 NERVOYIX CORP CMN |
Jun 24, 2024 Dependent | Jul 8, 2024 | ALB Albemarle Corporation | Buy | 82.99estimated | $96.40 | $1,001 – $15,000 | 8220534 ALBEMARLE CORP CMN K |
Jun 21, 2024 Member | Jul 8, 2024 | — OC APPLED MATERIALS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220534 OC APPLED MATERIALS INC CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | DDOG Datadog, Inc. Class A | Buy | 68.05estimated | $117.57 | $1,001 – $15,000 | 8220534 DATADOG, INC CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | — DELL TECHNOLOGJES INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220534 DELL TECHNOLOGJES INC. CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | ADBE Adobe Inc. | Buy | 15estimated | $533.44 | $1,001 – $15,000 | 8220534 ADOBE INC CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | ESTC Elastic N.V. Ordinary Shares | Buy | 73.51estimated | $108.84 | $1,001 – $15,000 | 8220534 ELASTIC N.V. CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | MSFT Microsoft Corporation | Buy | 17.79estimated | $449.78 | $1,001 – $15,000 | 8220534 MICROSOFT CORPORATION CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | — MICRON TECHNOLOGY, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220534 MICRON TECHNOLOGY, INC. CAN |
Jun 21, 2024 Member | Jul 8, 2024 | — DCINVIDIA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220534 DCINVIDIA CORPORATION CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | MRVL Marvell Technology, Inc. | Buy | 111.29estimated | $71.89 | $1,001 – $15,000 | 8220534 MARVELL TECHNOLOGY, INC. CMN |
Jun 21, 2024 Spouse | Jul 8, 2024 | PENN PENN Entertainment, Inc. | Buy | 403.45estimated | $19.83 | $1,001 – $15,000 | 8220534 PENN ENTERTAINMENT INC CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | — HUBS AG LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220534 HUBS AG LINKED TO S&P 500 INDEX |
Jun 21, 2024 Spouse | Jul 8, 2024 | PENN PENN Entertainment, Inc. | Buy | 403.45estimated | $19.83 | $1,001 – $15,000 | 8220534 PENN ENTERTAINMENT INC CMN |
Jun 21, 2024 Spouse | Jul 8, 2024 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220534 INDEX |
Jun 21, 2024 Dependent | Jul 8, 2024 | — TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8220534 TO S&P 500 INDEX |
Jun 21, 2024 Dependent | Jul 8, 2024 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8220534 INDEX |
Jun 21, 2024 Dependent | Jul 8, 2024 | — PENN ENTERTAIMENT INC CMN | Buy | — | — | $1,001 – $15,000 | 8220534 PENN ENTERTAIMENT INC CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | AMD Advanced Micro Devices, Inc. | Buy | 49.62estimated | $161.23 | $1,001 – $15,000 | 8220534 ADVANCED MICRO DEVICES, INC. CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | NET Cloudflare, Inc. Class A | Buy | 102.65estimated | $77.94 | $1,001 – $15,000 | 8220534 CLOUDFLARE, INC. CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | — ARISTA NETWDAKS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220534 ARISTA NETWDAKS, INC. CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | — ACCENTURE PLE CMN | Buy | — | — | $1,001 – $15,000 | 8220534 ACCENTURE PLE CMN |
Jun 21, 2024 Dependent | Jul 8, 2024 | CDNS Cadence Design Systems, Inc. | Buy | 25.13estimated | $318.39 | $1,001 – $15,000 | 8220534 CADENCE DESIGN SYSTEMS INC CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | — APPLEO MATERIALS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220534 APPLEO MATERIALS INC CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | CRM Salesforce, Inc. | Buy | 33.09estimated | $241.80 | $1,001 – $15,000 | 8220534 SALESFORCE INC CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | AMD Advanced Micro Devices, Inc. | Buy | 49.45estimated | $161.78 | $1,001 – $15,000 | 8220534 ADVANCED MICRO DEVICES, INC. CMN x |
Jun 20, 2024 Dependent | Jul 8, 2024 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 83.74estimated | $95.54 | $1,001 – $15,000 | 8220534 ICROWDSTRIKE HOLDINGS, INC. CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | NVDA NVIDIA Corporation | Buy | 61.18estimated | $130.78 | $1,001 – $15,000 | 8220534 NVIDIA CORPORATION CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | ALB Albemarle Corporation | Buy | 85.3estimated | $93.79 | $1,001 – $15,000 | 8220534 ALBEMARLE CORP CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | MRVL Marvell Technology, Inc. | Buy | 109.24estimated | $73.24 | $1,001 – $15,000 | 8220534 MARVELL TECHNOLOGY, INC. CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | MSFT Microsoft Corporation | Buy | 17.95estimated | $445.70 | $1,001 – $15,000 | 8220534 MICROSOFT CORPORATION CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | GOOGL Alphabet Inc. Class A | Buy | 45.38estimated | $176.30 | $1,001 – $15,000 | 8220534 ALPHABET INC. CMN |
Jun 20, 2024 Member | Jul 8, 2024 | — OC VERTIV HOLDINGS LLC CMN | Buy | — | — | $1,001 – $15,000 | 8220534 OC VERTIV HOLDINGS LLC CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | MU Micron Technology, Inc. | Buy | 55.49estimated | $144.19 | $1,001 – $15,000 | 8220534 MICRON TECHNOLOGY, INC. CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | — ROCKWELL AUTOMAȚION INC CMN | Buy | — | — | $1,001 – $15,000 | 8220534 ROCKWELL AUTOMAȚION INC CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 24.75estimated | $323.24 | $1,001 – $15,000 | 8220534 EATON CORP PLC CMN * |
Jun 20, 2024 Dependent | Jul 8, 2024 | LII Lennox International, Inc. | Buy | 14.72estimated | $543.55 | $1,001 – $15,000 | 8220534 LENNOX INTERNATIONAL INC CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | CMS CMS Energy Corporation | Buy | 134.51estimated | $59.48 | $1,001 – $15,000 | 8220534 ICMS ENERGY CORPORATION CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | — UNDE PLC CMN | Buy | — | — | $1,001 – $15,000 | 8220534 UNDE PLC CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | FE FirstEnergy Corp. | Buy | 209.27estimated | $38.23 | $1,001 – $15,000 | 8220534 FIRSTENERGY CORP. CMN |
Jun 20, 2024 Member | Jul 8, 2024 | CVX Chevron Corporation | Buy | 51.08estimated | $156.64 | $1,001 – $15,000 | 8220534 CHEVRON CORPORATION CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | XEL Xcel Energy Inc. | Buy | 149.46estimated | $53.53 | $1,001 – $15,000 | 8220534 XCEL ENERGY INC. CMN * |
Jun 20, 2024 Dependent | Jul 8, 2024 | PSX Phillips 66 | Buy | 57.99estimated | $137.96 | $1,001 – $15,000 | 8220534 PHILLIPS 66 CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | AEE Ameren Corporation | Buy | 112.59estimated | $71.06 | $1,001 – $15,000 | 8220534 AMEREN CORPORATION CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | STLD Steel Dynamics, Inc. | Buy | 63.66estimated | $125.68 | $1,001 – $15,000 | 8220534 STEEL DYNAMICS, INC. CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | — HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220534 HONEYWELL INTL INC CMN |
Jun 20, 2024 Spouse | Jul 8, 2024 | PENN PENN Entertainment, Inc. | Buy | 399.23estimated | $20.04 | $1,001 – $15,000 | 8220534 PENN ENTERTAINMENT INC CMN |
Jun 20, 2024 Spouse | Jul 8, 2024 | PENN PENN Entertainment, Inc. | Buy | 399.23estimated | $20.04 | $1,001 – $15,000 | 8220534 PENN ENTERTAINMENT INC CMN |
Jun 20, 2024 Spouse | Jul 8, 2024 | BAC Bank of America Corporation | Buy | 200.06estimated | $39.99 | $1,001 – $15,000 | 8220534 BANK OF AMERICA CORP CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | BAC Bank of America Corporation | Buy | 200.06estimated | $39.99 | $1,001 – $15,000 | 8220534 BANK OF AMERICA CORP CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | SNOW Snowflake Inc. | Buy | 63.19estimated | $126.62 | $1,001 – $15,000 | 8220534 ISNOWFLAKE INC. CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | SNPS Synopsys, Inc. | Buy | 13.11estimated | $610.18 | $1,001 – $15,000 | 8220534 SYNOPSYS INC CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | ANET Arista Networks, Inc. | Buy | 94.07estimated | $85.05 | $1,001 – $15,000 | 8220534 ARISTA NETWORKS, INC. CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | ESTC Elastic N.V. Ordinary Shares | Buy | 73.41estimated | $108.99 | $1,001 – $15,000 | 8220534 ELASTIC N.V. CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | ZS Zscaler, Inc. | Buy | 44.8estimated | $178.58 | $1,001 – $15,000 | 8220534 ZSCALER, INC. CMN |
Jun 20, 2024 Dependent | Jul 8, 2024 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 26.13estimated | $306.16 | $1,001 – $15,000 | 8220534 ACCENTURE PLC CMN |
Jun 17, 2024 Dependent | Jul 8, 2024 | — New SR SRP JIN 28 24 | Buy | — | — | $50,001 – $100,000 | 8220534 New SR SRP JIN 28 24 |
Jun 17, 2024 Dependent | Jul 8, 2024 | — Call (P) New SSP 500 UN 21 24 $4500 | Buy | — | — | $50,001 – $100,000 | 8220534 Call (P) New SSP 500 UN 21 24 $4500 |
Jun 17, 2024 Dependent | Jul 8, 2024 | — Call (SPX) New S&F 500 JUN 21 24 | Buy | — | — | $15,001 – $50,000 | 8220534 Call (SPX) New S&F 500 JUN 21 24 |
Jun 17, 2024 Member | Jul 8, 2024 | — (Call (SPX) New S&P 500 JUN 21 24 1$4600 | Buy | — | — | $15,001 – $50,000 | 8220534 (Call (SPX) New S&P 500 JUN 21 24 1$4600 |
Jun 17, 2024 Dependent | Jul 8, 2024 | META Meta Platforms, Inc. Class A | Buy | 15.79estimated | $506.63 | $1,001 – $15,000 | 8220534 Meta Platforms Inc Class A |
Jun 17, 2024 Dependent | Jul 8, 2024 | O Realty Income Corporation | Buy | 150.75estimated | $53.07 | $1,001 – $15,000 | 8220534 Realty Income Corp Com |
Jun 17, 2024 Dependent | Jul 8, 2024 | — Call (SPX) New 5&P 500 JUN 21 24 $4700 | Buy | — | — | $100,001 – $250,000 | 8220534 Call (SPX) New 5&P 500 JUN 21 24 $4700 |
Jun 17, 2024 Dependent | Jul 8, 2024 | — Call (SPX) New S&P 500 JUN 21 24 $4600 | Buy | — | — | $50,001 – $100,000 | 8220534 Call (SPX) New S&P 500 JUN 21 24 $4600 |
Jun 17, 2024 Dependent | Jul 8, 2024 | META Meta Platforms, Inc. Class A | Buy | 15.79estimated | $506.63 | $1,001 – $15,000 | 8220534 Meta Platforms Inc Class A x |
Jun 17, 2024 Dependent | Jul 8, 2024 | — Raalty Income Corp com | Buy | — | — | $1,001 – $15,000 | 8220534 Raalty Income Corp com |
Jun 17, 2024 Dependent | Jul 8, 2024 | — ISHARES TR 0-3 MINTH TREASRY | Buy | — | — | $1,001 – $15,000 | 8220534 ISHARES TR 0-3 MINTH TREASRY |
Jun 17, 2024 Dependent | Jul 8, 2024 | — Call (SPX) New S&P 500 JUN 21 24 1$4700 | Buy | — | — | $100,001 – $250,000 | 8220534 Call (SPX) New S&P 500 JUN 21 24 1$4700 |
Jun 17, 2024 Spouse | Jul 8, 2024 | — Call (SPX) New S&P 500 JUN 21 24 | Buy | — | — | $100,001 – $250,000 | 8220534 Call (SPX) New S&P 500 JUN 21 24 |
Jun 17, 2024 Spouse | Jul 8, 2024 | — Call (SPX) New S&P 500 JUN 21 24 ($4600 | Buy | — | — | $100,001 – $250,000 | 8220534 Call (SPX) New S&P 500 JUN 21 24 ($4600 |
Jun 14, 2024 Dependent | Jul 8, 2024 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220534 CATERPILLAR INC (DELAWARE) CMN |
Jun 14, 2024 Dependent | Jul 8, 2024 | LEA Lear Corporation | Buy | 69.16estimated | $115.68 | $1,001 – $15,000 | 8220534 LEAR CORPORATION CMN |
Jun 14, 2024 Dependent | Jul 8, 2024 | PEP PepsiCo, Inc. | Buy | 48.84estimated | $163.81 | $1,001 – $15,000 | 8220534 PEPSICO, INC. CMN |
Jun 14, 2024 Dependent | Jul 8, 2024 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220534 AMERICAN INTL GROUP, INC. CMN |
Jun 14, 2024 Spouse | Jul 8, 2024 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220534 SPONSORED ADR CMN |
Jun 14, 2024 Spouse | Jul 8, 2024 | — BP P.L. C. SPONSORED ADR CMN x | Buy | — | — | $1,001 – $15,000 | 8220534 BP P.L. C. SPONSORED ADR CMN x |
Jun 14, 2024 Member | Jul 8, 2024 | BAC Bank of America Corporation | Buy | 203.89estimated | $39.24 | $1,001 – $15,000 | 8220534 BANK OF AMERICA CORP CMN |
Jun 14, 2024 Dependent | Jul 8, 2024 | NDAQ Nasdaq, Inc. | Buy | 136.53estimated | $58.60 | $1,001 – $15,000 | 8220534 NASDAQ INC. CMN |
Jun 14, 2024 Member | Jul 8, 2024 | RRX Regal Rexnord Corporation | Buy | 57.76estimated | $138.52 | $1,001 – $15,000 | 8220534 DO REGAL REXNORD CORP CMN |
Jun 14, 2024 Dependent | Jul 8, 2024 | UNP Union Pacific Corporation | Buy | 36.02estimated | $222.10 | $1,001 – $15,000 | 8220534 UNION PACIFIC CORP. CMN |
Jun 14, 2024 Dependent | Jul 8, 2024 | DE Deere & Company | Buy | 21.17estimated | $378.00 | $1,001 – $15,000 | 8220534 DEERE & COMPANY CMN |
Jun 14, 2024 Dependent | Jul 8, 2024 | LH Labcorp Holdings Inc. | Buy | 40.03estimated | $199.88 | $1,001 – $15,000 | 8220534 LABCORP HOLDINGS INC CMN |
Jun 12, 2024 Spouse | Jul 8, 2024 | GOOGL Alphabet Inc. Class A | Buy | 45estimated | $177.79 | $1,001 – $15,000 | 8220534 ALPHABET INC. CMN |
Jun 12, 2024 Member | Jul 8, 2024 | — P GENERAL MOTORS COMPANY CMN 1x | Buy | — | — | $1,001 – $15,000 | 8220534 P GENERAL MOTORS COMPANY CMN 1x |
Jun 12, 2024 Spouse | Jul 8, 2024 | PENN PENN Entertainment, Inc. | Buy | 431.29estimated | $18.55 | $1,001 – $15,000 | 8220534 PENN ENTERTAINMENT INC CMN |
Jun 12, 2024 Spouse | Jul 8, 2024 | — ZIMMER BIDMET HOLDINGS ING | Buy | — | — | $1,001 – $15,000 | 8220534 ZIMMER BIDMET HOLDINGS ING |
Jun 12, 2024 Dependent | Jul 8, 2024 | HCA HCA Healthcare, Inc. | Buy | 23.48estimated | $340.81 | $1,001 – $15,000 | 8220534 HCA HEALTHCARE, INC CMN |
Jun 11, 2024 Dependent | Jul 8, 2024 | — UNITED STATES TREAS BILLS ZERO CPN 19/5/2024 | Buy | — | — | $250,001 – $500,000 | 8220534 UNITED STATES TREAS BILLS ZERO CPN 19/5/2024 |
Jun 10, 2024 Member | Jul 8, 2024 | — ¡GRAPHIC PACKAGING HLDGCO CMN | Buy | — | — | $1,001 – $15,000 | 8220534 ¡GRAPHIC PACKAGING HLDGCO CMN |
Jun 10, 2024 Spouse | Jul 8, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220534 BERKSHIRE HATHAWAY INC. CLASS B |
Jun 7, 2024 Dependent | Jul 8, 2024 | — CVS HEALTH CORP CIN | Buy | — | — | $1,001 – $15,000 | 8220534 CVS HEALTH CORP CIN |
Jun 7, 2024 Dependent | Jul 8, 2024 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220534 DANAHER CORPORATION CMN |
Jun 7, 2024 Dependent | Jul 8, 2024 | — GE VERNOVA LLC CMN x | Buy | — | — | $1,001 – $15,000 | 8220534 GE VERNOVA LLC CMN x |
May 31, 2024 Member | Jun 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 135.53estimated | $59.03 | $1,001 – $15,000 | 8220451 P. NASDAQ INC. CMN |
May 31, 2024 Spouse | Jun 5, 2024 | — TO S&P S00 INDEX | Buy | — | — | $1,001 – $15,000 | 8220451 TO S&P S00 INDEX |
May 31, 2024 Spouse | Jun 5, 2024 | PENN PENN Entertainment, Inc. | Buy | 457.17estimated | $17.50 | $1,001 – $15,000 | 8220451 PENN ENTERTAINMENT INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | PAYX Paychex, Inc. | Buy | 67.37estimated | $118.75 | $1,001 – $15,000 | 8220451 PAYCHEX, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | LRCX Lam Research Corporation | Receive | 83.93estimated | $95.32 | $1,001 – $15,000 | 8220451 LAM RESEARCH CORPORATION CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — ES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 ES INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | KMB Kimberly-Clark Corporation | Buy | 62.43estimated | $128.16 | $1,001 – $15,000 | 8220451 KIMBERLY-CLARK CORPORATION CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — MASCO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220451 MASCO CORPORATION CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ABBV AbbVie Inc. | Buy | 51.69estimated | $154.79 | $1,001 – $15,000 | 8220451 ABBVIE INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | SBUX Starbucks Corporation | Buy | 104.06estimated | $76.88 | $1,001 – $15,000 | 8220451 STARBUCKS CORP. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — CV5 HEALTH CORP CMN: | Buy | — | — | $1,001 – $15,000 | 8220451 CV5 HEALTH CORP CMN: |
May 29, 2024 Dependent | Jun 5, 2024 | MDLZ Mondelez International, Inc. Class A | Buy | 119.54estimated | $66.93 | $1,001 – $15,000 | 8220451 MONDELEZ INTERNATIONAL, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | LOW Lowe's Companies, Inc. | Buy | 37.34estimated | $214.27 | $1,001 – $15,000 | 8220451 LOWES COMPANIES INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | KLAC KLA Corporation | Receive | 103.59estimated | $77.24 | $1,001 – $15,000 | 8220451 KLA CORP CMN |
May 29, 2024 Dependent | Jun 5, 2024 | NKE Nike, Inc. | Buy | 87.28estimated | $91.67 | $1,001 – $15,000 | 8220451 INIKE CLASS-8 CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ADBE Adobe Inc. | Receive | 16.75estimated | $477.60 | $1,001 – $15,000 | 8220451 ADOBE INC CMN x! |
May 29, 2024 Dependent | Jun 5, 2024 | — DISCOVER FINANCIAL SERVICES CMN | Buy | — | — | $1,001 – $15,000 | 8220451 DISCOVER FINANCIAL SERVICES CMN |
May 29, 2024 Dependent | Jun 5, 2024 | AMD Advanced Micro Devices, Inc. | Buy | 48.45estimated | $165.14 | $1,001 – $15,000 | 8220451 ADVANCED MICRO DEVICES, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ILMN Illumina, Inc. | Buy | 80.07estimated | $99.91 | $1,001 – $15,000 | 8220451 ILLUMINA, INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ECL Ecolab Inc. | Buy | 35.38estimated | $226.13 | $1,001 – $15,000 | 8220451 ECOLAB INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | MGM MGM Resorts International | Buy | 206.73estimated | $38.70 | $1,001 – $15,000 | 8220451 MGM RESORTS INTERNATIONAL CMN |
May 29, 2024 Dependent | Jun 5, 2024 | TYL Tyler Technologies, Inc. | Buy | 16.83estimated | $475.40 | $1,001 – $15,000 | 8220451 TYLER TECHNOLOGIES, INC. CMN |
May 29, 2024 Member | Jun 5, 2024 | LVS Las Vegas Sands Corp. | Buy | 182.24estimated | $43.90 | $1,001 – $15,000 | 8220451 LAS VEGAS SANDS CORP. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | KO Coca-Cola Company (The) | Buy | 129.67estimated | $61.70 | $1,001 – $15,000 | 8220451 COCA-COLA COMPANY (THE) CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — ARTHURI GALLAGHER & CO CMN | Buy | — | — | $1,001 – $15,000 | 8220451 ARTHURI GALLAGHER & CO CMN |
May 29, 2024 Dependent | Jun 5, 2024 | AME AMETEK, Inc. | Buy | 47.99estimated | $166.71 | $1,001 – $15,000 | 8220451 AMETEK INC (NEW) CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ELV Elevance Health, Inc. | Buy | 15.83estimated | $505.52 | $1,001 – $15,000 | 8220451 ELEVANCE HEALTH INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | PPG PPG Industries, Inc. | Buy | 62.92estimated | $127.15 | $1,001 – $15,000 | 8220451 PPG INDUSTRIES, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | CZR Caesars Entertainment, Inc. | Buy | 248.85estimated | $32.15 | $1,001 – $15,000 | 8220451 CAESARS ENTERTAINMENT INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | LW Lamb Weston Holdings, Inc. Common Stock | Buy | 93.73estimated | $85.36 | $1,001 – $15,000 | 8220451 LAMB WESTON HOLDINGS, INC, CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — WALMART IN CAN | Buy | — | — | $1,001 – $15,000 | 8220451 WALMART IN CAN |
May 29, 2024 Dependent | Jun 5, 2024 | PH Parker-Hannifin Corporation | Buy | 15.29estimated | $523.19 | $1,001 – $15,000 | 8220451 PARKER-HANNIFIN CORP. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — LAIR PRODUCTS & CHEMICALS INC CMN1..* | Buy | — | — | $1,001 – $15,000 | 8220451 LAIR PRODUCTS & CHEMICALS INC CMN1..* |
May 29, 2024 Dependent | Jun 5, 2024 | CPAY Corpay, Inc. | Buy | 30.3estimated | $264.01 | $1,001 – $15,000 | 8220451 CORPAY INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | LUV Southwest Airlines Company | Buy | 313.62estimated | $25.51 | $1,001 – $15,000 | 8220451 SOUTHWEST AIRLINES CO CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — DAYFORCE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 DAYFORCE INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — KELLANOVA CMN | Buy | — | — | $1,001 – $15,000 | 8220451 KELLANOVA CMN |
May 29, 2024 Dependent | Jun 5, 2024 | KMX CarMax Inc | Buy | 118.65estimated | $67.43 | $1,001 – $15,000 | 8220451 CARMAX, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | LKQ LKQ Corporation | Buy | 192.32estimated | $41.60 | $1,001 – $15,000 | 8220451 ILKQ CORPORATION CMN |
May 29, 2024 Member | Jun 5, 2024 | COF Capital One Financial Corporation | Buy | 58.98estimated | $135.65 | $1,001 – $15,000 | 8220451 CAPITAL ONE FINANCIAL CORP CMN |
May 29, 2024 Dependent | Jun 5, 2024 | FMC FMC Corporation | Buy | 132.24estimated | $60.50 | $1,001 – $15,000 | 8220451 FMC CORPORATION CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — KIMCO REALTY OP, LIC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 KIMCO REALTY OP, LIC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | SYF Synchrony Financial | Buy | 188.78estimated | $42.38 | $1,001 – $15,000 | 8220451 SYNCHRONY FINANCIAL CMN |
May 29, 2024 Dependent | Jun 5, 2024 | FSLR First Solar, Inc. | Buy | 28.76estimated | $278.19 | $1,001 – $15,000 | 8220451 FIRST SOLAR, INC. CMN |
May 29, 2024 Member | Jun 5, 2024 | — D.R. HORTON, INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220451 D.R. HORTON, INC, CMN |
May 29, 2024 Dependent | Jun 5, 2024 | HPQ HP Inc. | Buy | 243.92estimated | $32.80 | $1,001 – $15,000 | 8220451 HP INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | TER Teradyne, Inc. | Buy | 56.39estimated | $141.87 | $1,001 – $15,000 | 8220451 ITERADYNE INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | GL Globe Life Inc. | Buy | 97.13estimated | $82.37 | $1,001 – $15,000 | 8220451 GLOBE LIFE INC CMN x |
May 29, 2024 Dependent | Jun 5, 2024 | TROW T. Rowe Price Group, Inc. | Buy | 69.41estimated | $115.26 | $1,001 – $15,000 | 8220451 T. ROWE PRICE GROUP, INC. CMN x |
May 29, 2024 Dependent | Jun 5, 2024 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 69.49estimated | $115.14 | $1,001 – $15,000 | 8220451 ZIMMER BIOMET HOLDINGS INC |
May 29, 2024 Dependent | Jun 5, 2024 | LH Labcorp Holdings Inc. | Buy | 41.56estimated | $192.50 | $1,001 – $15,000 | 8220451 (LABCORP HOLDINGS INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — GORVO, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220451 GORVO, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | HSY The Hershey Company | Buy | 41.34estimated | $193.55 | $1,001 – $15,000 | 8220451 THE HERSHEY COMPANY CMN |
May 29, 2024 Dependent | Jun 5, 2024 | PRU Prudential Financial, Inc. | Buy | 68.1estimated | $117.49 | $1,001 – $15,000 | 8220451 PRUDENTIAL FINANCIAL INC CMN x |
May 29, 2024 Dependent | Jun 5, 2024 | CDNS Cadence Design Systems, Inc. | Buy | 27.43estimated | $291.70 | $1,001 – $15,000 | 8220451 CADENCE DESIGN SYSTEMS INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — BLACKSTONE GROUP INC/THE CMN x | Buy | — | — | $1,001 – $15,000 | 8220451 BLACKSTONE GROUP INC/THE CMN x |
May 29, 2024 Dependent | Jun 5, 2024 | — JIN CMN | Buy | — | — | $1,001 – $15,000 | 8220451 JIN CMN |
May 29, 2024 Dependent | Jun 5, 2024 | JBL Jabil Inc. | Buy | 68.19estimated | $117.33 | $1,001 – $15,000 | 8220451 JABIL INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | PANW Palo Alto Networks, Inc. | Buy | 52.14estimated | $153.45 | $1,001 – $15,000 | 8220451 PALO ALTO NETWORKS INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | LULU lululemon athletica inc. | Buy | 26.8estimated | $298.54 | $1,001 – $15,000 | 8220451 LULULEMON ATHLETICA INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220451 CATERPILLAR INC (DELAWARE) CMN |
May 29, 2024 Dependent | Jun 5, 2024 | BKNG Booking Holdings Inc. | Buy | 53.56estimated | $149.37 | $1,001 – $15,000 | 8220451 BOOKING HOLDINGS INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | SPGI S&P Global Inc. | Buy | 19.19estimated | $416.95 | $1,001 – $15,000 | 8220451 S&P GLOBAL INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220451 ICMN |
May 29, 2024 Dependent | Jun 5, 2024 | EFX Equifax, Inc. | Buy | 34.66estimated | $230.86 | $1,001 – $15,000 | 8220451 EQUIFAX INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | CRM Salesforce, Inc. | Buy | 29.45estimated | $271.62 | $1,001 – $15,000 | 8220451 SALESFORCE INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | FDX FedEx Corporation | Buy | 41.35estimated | $193.47 | $1,001 – $15,000 | 8220451 FEDEX CORPORATION CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220451 INTL BUSINESS MACHINES CORP CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ROK Rockwell Automation, Inc. | Buy | 31.34estimated | $255.28 | $1,001 – $15,000 | 8220451 ROCKWELL AUTOMATION INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | KVUE Kenvue Inc. | Buy | 423.98estimated | $18.87 | $1,001 – $15,000 | 8220451 KENVUE INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | SWKS Skyworks Solutions, Inc. | Buy | 88.87estimated | $90.02 | $1,001 – $15,000 | 8220451 SKYWORKS SOLUTIONS, INC, CMN |
May 29, 2024 Member | Jun 5, 2024 | — UPMORGAN CHASE & CO CMN | Buy | — | — | $1,001 – $15,000 | 8220451 UPMORGAN CHASE & CO CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ABT Abbott Laboratories | Buy | 79.43estimated | $100.73 | $1,001 – $15,000 | 8220451 ABBOTT LABORATORIES CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — KEYSIGHT TECHNOLOGIES, ING CMN | Buy | — | — | $1,001 – $15,000 | 8220451 KEYSIGHT TECHNOLOGIES, ING CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ADSK Autodesk, Inc. | Buy | 38.37estimated | $208.51 | $1,001 – $15,000 | 8220451 AUTODESK, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ADI Analog Devices, Inc. | Buy | 35.07estimated | $228.15 | $1,001 – $15,000 | 8220451 ANALOG DEVICES, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ITW Illinois Tool Works Inc. | Buy | 34.04estimated | $235.01 | $1,001 – $15,000 | 8220451 ILLINOIS TOOL WORKS CMN |
May 29, 2024 Dependent | Jun 5, 2024 | NOW ServiceNow, Inc. | Buy | 54.71estimated | $146.22 | $1,001 – $15,000 | 8220451 SERVICENOW INC CMN |
May 29, 2024 Member | Jun 5, 2024 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8220451 EQUINIX, INC. REIT |
May 29, 2024 Dependent | Jun 5, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 173.62estimated | $46.08 | $1,001 – $15,000 | 8220451 CISCO SYSTEMS, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | CNC Centene Corporation | Buy | 113.48estimated | $70.50 | $1,001 – $15,000 | 8220451 CENTENE CORPORATION CMN |
May 29, 2024 Dependent | Jun 5, 2024 | SNPS Synopsys, Inc. | Buy | 13.79estimated | $580.21 | $1,001 – $15,000 | 8220451 SYNOPSYS INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | NTAP NetApp, Inc. | Buy | 68.09estimated | $117.50 | $1,001 – $15,000 | 8220451 NETAPP, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | MS Morgan Stanley | Buy | 82.25estimated | $97.27 | $1,001 – $15,000 | 8220451 MORGAN STANLEY CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220451 ANSYS, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | GILD Gilead Sciences, Inc. | Buy | 125.99estimated | $63.50 | $1,001 – $15,000 | 8220451 GILEAD SCIENCES CMN |
May 29, 2024 Dependent | Jun 5, 2024 | TSLA Tesla, Inc. | Buy | 45.41estimated | $176.19 | $1,001 – $15,000 | 8220451 TESLA, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 8220451 A VOTING |
May 29, 2024 Dependent | Jun 5, 2024 | JNJ Johnson & Johnson | Buy | 55.39estimated | $144.44 | $1,001 – $15,000 | 8220451 JOHNSON & JOHNSON CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — MOLINA HEALTHCARE, INC. CMAN | Buy | — | — | $1,001 – $15,000 | 8220451 MOLINA HEALTHCARE, INC. CMAN |
May 29, 2024 Member | Jun 5, 2024 | WST West Pharmaceutical Services, Inc. | Buy | 24.78estimated | $322.85 | $1,001 – $15,000 | 8220451 OC WEST PHARMACEUTICAL SERVICES INC |
May 29, 2024 Member | Jun 5, 2024 | EPAM EPAM Systems, Inc. | Buy | 44.84estimated | $178.43 | $1,001 – $15,000 | 8220451 LEPAM SYSTEMS, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220451 CROWN CASTLE INTL CORP CMN |
May 29, 2024 Dependent | Jun 5, 2024 | DIS Walt Disney Company (The) | Buy | 79.31estimated | $100.88 | $1,001 – $15,000 | 8220451 WALT DISNEY COMPANY (THE) CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — ETSY, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220451 ETSY, INC. CMIN |
May 29, 2024 Member | Jun 5, 2024 | — DOLLAR TREE STORES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220451 DOLLAR TREE STORES, INC. CMN |
May 29, 2024 Member | Jun 5, 2024 | — DCNORDSON CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220451 DCNORDSON CORPORATION CMN |
May 29, 2024 Dependent | Jun 5, 2024 | INVH Invitation Homes Inc. | Buy | 236.84estimated | $33.78 | $1,001 – $15,000 | 8220451 INVITATION HOMES INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | HD Home Depot, Inc. (The) | Buy | 24.55estimated | $325.91 | $1,001 – $15,000 | 8220451 THE HOME DEPOT, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — CATALENT, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220451 CATALENT, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | KHC The Kraft Heinz Company | Buy | 230.83estimated | $34.66 | $1,001 – $15,000 | 8220451 THE KRAFT HEINZ CO CMN x |
May 29, 2024 Dependent | Jun 5, 2024 | MSCI MSCI Inc. | Buy | 16.34estimated | $489.74 | $1,001 – $15,000 | 8220451 IMSCI INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | HSIC Henry Schein, Inc. | Buy | 114.06estimated | $70.14 | $1,001 – $15,000 | 8220451 HENRY SCHEIN INC COMMON STOCK |
May 29, 2024 Dependent | Jun 5, 2024 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220451 MC DONALDS CORP CMN |
May 29, 2024 Member | Jun 5, 2024 | — OC. EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8220451 OC. EQUITY RESIDENTIAL CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ALGN Align Technology, Inc. | Buy | 31.65estimated | $252.76 | $1,001 – $15,000 | 8220451 ALIGN TECHNOLOGY, INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | VICI VICI Properties Inc. | Buy | 286.55estimated | $27.92 | $1,001 – $15,000 | 8220451 VICI PROPERTIES INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | ROP Roper Technologies, Inc. | Buy | 15.07estimated | $530.94 | $1,001 – $15,000 | 8220451 ROPER TECHNOLOGIES INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220451 AON PUBLIC LIMITED COMPANY CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — PULTEGROUP INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220451 PULTEGROUP INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | GPN Global Payments Inc. | Buy | 79.61estimated | $100.49 | $1,001 – $15,000 | 8220451 GLOBAL PAYMENTS INC. CMN |
May 29, 2024 Member | Jun 5, 2024 | TRV The Travelers Companies, Inc. | Buy | 38.08estimated | $210.07 | $1,001 – $15,000 | 8220451 THE TRAVELERS COMPANIES, INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | EXPE Expedia Group, Inc. | Buy | 72.55estimated | $110.28 | $1,001 – $15,000 | 8220451 EXPEDIA GROUP INC CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — IčMN | Buy | — | — | $1,001 – $15,000 | 8220451 IčMN |
May 29, 2024 Dependent | Jun 5, 2024 | F Ford Motor Company | Buy | 692.08estimated | $11.56 | $1,001 – $15,000 | 8220451 FORD MOTOR COMPANY CMN |
May 29, 2024 Dependent | Jun 5, 2024 | WY Weyerhaeuser Company | Buy | 272.5estimated | $29.36 | $1,001 – $15,000 | 8220451 WEYERHAEUSER COMPANY CMN |
May 29, 2024 Dependent | Jun 5, 2024 | GPC Genuine Parts Company | Buy | 57.46estimated | $139.24 | $1,001 – $15,000 | 8220451 GENUINE PARTS CO. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | FISV Fiserv, Inc. | Buy | 54.12estimated | $147.82 | $1,001 – $15,000 | 8220451 FISERV, INC. CMN |
May 29, 2024 Dependent | Jun 5, 2024 | — PNG FINANCIAL SERVICES GROUP, CMN | Buy | — | — | $1,001 – $15,000 | 8220451 PNG FINANCIAL SERVICES GROUP, CMN |
May 29, 2024 Dependent | Jun 5, 2024 | BAX Baxter International Inc. | Buy | 241.05estimated | $33.19 | $1,001 – $15,000 | 8220451 BAXTER INTERNATIONAL INC CMN |
May 28, 2024 Dependent | Jun 5, 2024 | — HISYSCO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220451 HISYSCO CORPORATION CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8220451 EQUINIX, INC. REIT |
May 28, 2024 Spouse | Jun 5, 2024 | SJM The J.M. Smucker Company | Buy | 73.75estimated | $108.48 | $1,001 – $15,000 | 8220451 J. M. SMUCKER COMPANY (THE) CMN |
May 28, 2024 Member | Jun 5, 2024 | ALGN Align Technology, Inc. | Buy | 31.53estimated | $253.77 | $1,001 – $15,000 | 8220451 ALIGN TECHNOLOGY, INC CMN |
May 28, 2024 Member | Jun 5, 2024 | BAX Baxter International Inc. | Buy | 236.35estimated | $33.85 | $1,001 – $15,000 | 8220451 P BAXTER INTERNATIONAL INC CMN * |
May 28, 2024 Spouse | Jun 5, 2024 | ULTA Ulta Beauty, Inc. | Buy | 20.99estimated | $381.13 | $1,001 – $15,000 | 8220451 ULTA BEAUTY INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | LKQ LKQ Corporation | Buy | 186.14estimated | $42.98 | $1,001 – $15,000 | 8220451 ILKQ CORPORATION CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — VERISIGN, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220451 VERISIGN, INC. CMN |
May 28, 2024 Member | Jun 5, 2024 | FTV Fortive Corporation Common Stock | Buy | 147.61estimated | $54.20 | $1,001 – $15,000 | 8220451 P FORTIVE CORPORATION CMN |
May 28, 2024 Member | Jun 5, 2024 | MGM MGM Resorts International | Buy | 205.25estimated | $38.98 | $1,001 – $15,000 | 8220451 P MGM RESORTS INTERNATIONAL CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — DAYFORCE INC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 DAYFORCE INC CMN |
May 28, 2024 Member | Jun 5, 2024 | UAL United Airlines Holdings, Inc. | Buy | 157.99estimated | $50.64 | $1,001 – $15,000 | 8220451 P _UNITED AIRLINES HOLDINGS INC CMN |
May 28, 2024 Member | Jun 5, 2024 | — P ¡CHARLES RIV LABS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 P ¡CHARLES RIV LABS INTL INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | CSGP CoStar Group, Inc. | Buy | 96.09estimated | $83.26 | $1,001 – $15,000 | 8220451 COSTAR GROUP, INC. CMN |
May 28, 2024 Member | Jun 5, 2024 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 P WARNER BROS DISCOVERY INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | GIS General Mills, Inc. | Buy | 119.98estimated | $66.68 | $1,001 – $15,000 | 8220451 GENERAL MILLS INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | BBY Best Buy Co., Inc. | Buy | 110.28estimated | $72.55 | $1,001 – $15,000 | 8220451 BEST BUY CO INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | GPC Genuine Parts Company | Buy | 56.43estimated | $141.77 | $1,001 – $15,000 | 8220451 GENUINE PARTS CO. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220451 ANSYS, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | IQV IQVIA Holdings, Inc. | Buy | 35.29estimated | $226.71 | $1,001 – $15,000 | 8220451 IQVIA HOLDINGS INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | PH Parker-Hannifin Corporation | Buy | 15.19estimated | $526.54 | $1,001 – $15,000 | 8220451 PARKER-HANNIFIN CORP. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | LULU lululemon athletica inc. | Buy | 27.1estimated | $295.25 | $1,001 – $15,000 | 8220451 LULULEMON ATHLETICA INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | PANW Palo Alto Networks, Inc. | Buy | 51.95estimated | $154.01 | $1,001 – $15,000 | 8220451 PALO ALTO NETWORKS INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | ILMN Illumina, Inc. | Buy | 77.58estimated | $103.12 | $1,001 – $15,000 | 8220451 ILLUMINA, INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | AZO AutoZone, Inc. | Buy | 2.86estimated | $2,800 | $1,001 – $15,000 | 8220451 AUTOZONE, INC. CMN |
May 28, 2024 Member | Jun 5, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220451 CLASSA |
May 28, 2024 Spouse | Jun 5, 2024 | — INTUITING CMN | Buy | — | — | $1,001 – $15,000 | 8220451 INTUITING CMN |
May 28, 2024 Member | Jun 5, 2024 | — CLAS5 A | Receive | — | — | $1,001 – $15,000 | 8220451 CLAS5 A |
May 28, 2024 Spouse | Jun 5, 2024 | — COMERICA INCORPORATED CMN | Receive | — | — | $1,001 – $15,000 | 8220451 COMERICA INCORPORATED CMN |
May 28, 2024 Spouse | Jun 5, 2024 | TMO Thermo Fisher Scientific Inc | Buy | 13.97estimated | $572.57 | $1,001 – $15,000 | 8220451 THERMO FISHER SCIENTIFIC INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — JAON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220451 JAON PUBLIC LIMITED COMPANY CMN |
May 28, 2024 Spouse | Jun 5, 2024 | F Ford Motor Company | Buy | 684.97estimated | $11.68 | $1,001 – $15,000 | 8220451 FORD MOTOR COMPANY CMN |
May 28, 2024 Member | Jun 5, 2024 | MDLZ Mondelez International, Inc. Class A | Buy | 118.4estimated | $67.57 | $1,001 – $15,000 | 8220451 P MONDELEZ INTERNATIONAL, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — LOWES COMPANIES INC OMN | Buy | — | — | $1,001 – $15,000 | 8220451 LOWES COMPANIES INC OMN |
May 28, 2024 Spouse | Jun 5, 2024 | — (FEDEX CORPORATION CMIN | Buy | — | — | $1,001 – $15,000 | 8220451 (FEDEX CORPORATION CMIN |
May 28, 2024 Spouse | Jun 5, 2024 | DIS Walt Disney Company (The) | Buy | 78.1estimated | $102.44 | $1,001 – $15,000 | 8220451 WALT DISNEY COMPANY THE CMN |
May 28, 2024 Spouse | Jun 5, 2024 | CVS CVS Health Corporation | Buy | 149.18estimated | $53.63 | $1,001 – $15,000 | 8220451 CVS HEALTH CORP CMN |
May 28, 2024 Member | Jun 5, 2024 | — P GENERAL MOTORS COMPANY OMN | Buy | — | — | $1,001 – $15,000 | 8220451 P GENERAL MOTORS COMPANY OMN |
May 28, 2024 Spouse | Jun 5, 2024 | TSLA Tesla, Inc. | Buy | 45.26estimated | $176.75 | $1,001 – $15,000 | 8220451 TESLA, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — ISERVICENOW INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220451 ISERVICENOW INC CMIN |
May 28, 2024 Spouse | Jun 5, 2024 | — LA VOTING | Buy | — | — | $1,001 – $15,000 | 8220451 LA VOTING |
May 28, 2024 Spouse | Jun 5, 2024 | NVDA NVIDIA Corporation | Buy | 70.24estimated | $113.90 | $1,001 – $15,000 | 8220451 INVIDIA CORPORATION CMN |
May 28, 2024 Spouse | Jun 5, 2024 | FTNT Fortinet, Inc. | Buy | 134.58estimated | $59.45 | $1,001 – $15,000 | 8220451 FORTINET, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | ROK Rockwell Automation, Inc. | Buy | 30.94estimated | $258.60 | $1,001 – $15,000 | 8220451 ROCKWELL AUTOMATION INC CMN |
May 28, 2024 Member | Jun 5, 2024 | — P PHILIP MORRIS INT. ING CMN | Buy | — | — | $1,001 – $15,000 | 8220451 P PHILIP MORRIS INT. ING CMN |
May 28, 2024 Member | Jun 5, 2024 | KVUE Kenvue Inc. | Buy | 415.61estimated | $19.25 | $1,001 – $15,000 | 8220451 P KENVUE INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220451 CATERPILLAR INC (DELAWARE) CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — HICA HEALTHCARE, INC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 HICA HEALTHCARE, INC CMN |
May 28, 2024 Member | Jun 5, 2024 | — P LUBER TECHNOLOGIES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220451 P LUBER TECHNOLOGIES, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | ABNB Airbnb, Inc. Class A | Buy | 54.42estimated | $147.01 | $1,001 – $15,000 | 8220451 AIRBNB, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | SPG Simon Property Group, Inc. | Buy | 54.36estimated | $147.18 | $1,001 – $15,000 | 8220451 SIMON PROPERTY GROUP INC CMN |
May 28, 2024 Member | Jun 5, 2024 | VICI VICI Properties Inc. | Buy | 283.1estimated | $28.26 | $1,001 – $15,000 | 8220451 P VICI PROPERTIES INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | GNRC Generac Holdlings Inc. | Buy | 52.89estimated | $151.26 | $1,001 – $15,000 | 8220451 GENERAC HOLDINGS INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | VTR Ventas, Inc. | Buy | 169.57estimated | $47.18 | $1,001 – $15,000 | 8220451 VENTAS, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | KDP Keurig Dr Pepper Inc. | Buy | 237.33estimated | $33.71 | $1,001 – $15,000 | 8220451 KEURIG DR PEPPER INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | BALL Ball Corporation | Buy | 118.6estimated | $67.46 | $1,001 – $15,000 | 8220451 BALL CORPORATION CMN |
May 28, 2024 Spouse | Jun 5, 2024 | WY Weyerhaeuser Company | Buy | 268.83estimated | $29.76 | $1,001 – $15,000 | 8220451 WEYERHAEUSER COMPANY CMN |
May 28, 2024 Spouse | Jun 5, 2024 | TECH Bio-Techne Corp | Buy | 100.77estimated | $79.39 | $1,001 – $15,000 | 8220451 BIO-TECHNE CORPORATION CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — FRANKLIN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 FRANKLIN RESOURCES INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | CCL Carnival Corporation Ltd. Common Shares | Buy | 511.21estimated | $15.65 | $1,001 – $15,000 | 8220451 CARNIVAL CORPORATION CMN |
May 28, 2024 Spouse | Jun 5, 2024 | BBWI Bath & Body Works, Inc. | Buy | 164.75estimated | $48.56 | $1,001 – $15,000 | 8220451 BATH & BODY WORKS, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220451 CROWN CASTLE INTL CORP CMN |
May 28, 2024 Spouse | Jun 5, 2024 | ETSY Etsy, Inc. | Buy | 131.01estimated | $61.07 | $1,001 – $15,000 | 8220451 LETSY, INC. CMN |
May 28, 2024 Member | Jun 5, 2024 | HAS Hasbro, Inc. | Buy | 129.56estimated | $61.75 | $1,001 – $15,000 | 8220451 P HASBRO, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | AJG Arthur J. Gallagher & Co. | Buy | 32.22estimated | $248.33 | $1,001 – $15,000 | 8220451 ARTHUR J GALLAGHER & CO CMN |
May 28, 2024 Spouse | Jun 5, 2024 | UDR UDR, Inc. | Buy | 209.38estimated | $38.21 | $1,001 – $15,000 | 8220451 UDR INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | INTC Intel Corporation | Buy | 257.58estimated | $31.06 | $1,001 – $15,000 | 8220451 INTEL CORPORATION CMN |
May 28, 2024 Spouse | Jun 5, 2024 | PYPL PayPal Holdings, Inc. | Buy | 128.69estimated | $62.17 | $1,001 – $15,000 | 8220451 PAYPAL HOLDINGS, INC. CMN |
May 28, 2024 Member | Jun 5, 2024 | — P CESARS ENTERTAINMENT INC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 P CESARS ENTERTAINMENT INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | VMC Vulcan Materials Company (Holding Company) | Buy | 31.5estimated | $253.98 | $1,001 – $15,000 | 8220451 VULCAN MATERIALS CO CMN |
May 28, 2024 Member | Jun 5, 2024 | SWK Stanley Black & Decker, Inc. | Buy | 94.21estimated | $84.92 | $1,001 – $15,000 | 8220451 P STANLEY BLACK & DECKER, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | ALB Albemarle Corporation | Buy | 62.62estimated | $127.76 | $1,001 – $15,000 | 8220451 ALBEMARLE CORP CMN |
May 28, 2024 Spouse | Jun 5, 2024 | PPG PPG Industries, Inc. | Buy | 61.73estimated | $129.60 | $1,001 – $15,000 | 8220451 PPG INDUSTRIES, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | CPAY Corpay, Inc. | Buy | 30.4estimated | $263.16 | $1,001 – $15,000 | 8220451 CORPAY INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | EPAM EPAM Systems, Inc. | Buy | 45.13estimated | $177.27 | $1,001 – $15,000 | 8220451 EPAM SYSTEMS, INC. CMN |
May 28, 2024 Member | Jun 5, 2024 | EXPE Expedia Group, Inc. | Buy | 72.66estimated | $110.11 | $1,001 – $15,000 | 8220451 EXPEDIA GROUP INC CMN |
May 28, 2024 Member | Jun 5, 2024 | — AVALONBAY COMMUNITIES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 AVALONBAY COMMUNITIES INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | LH Labcorp Holdings Inc. | Buy | 40.78estimated | $196.19 | $1,001 – $15,000 | 8220451 LABCORP HOLDINGS INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | MOH Molina Healthcare Inc | Buy | 24.69estimated | $324.09 | $1,001 – $15,000 | 8220451 MOLINA HEALTHCARE, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | WST West Pharmaceutical Services, Inc. | Buy | 24.43estimated | $327.47 | $1,001 – $15,000 | 8220451 WEST PHARMACEUTICAL SERVICES INC |
May 28, 2024 Spouse | Jun 5, 2024 | URI United Rentals, Inc. | Buy | 12.04estimated | $664.75 | $1,001 – $15,000 | 8220451 UNITED RENTALS, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220451 CLASSA |
May 28, 2024 Member | Jun 5, 2024 | POOL Pool Corporation | Buy | 22.37estimated | $357.65 | $1,001 – $15,000 | 8220451 POOL CORP CMN |
May 28, 2024 Spouse | Jun 5, 2024 | INVH Invitation Homes Inc. | Buy | 234.83estimated | $34.07 | $1,001 – $15,000 | 8220451 INVITATION HOMES INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | EFX Equifax, Inc. | Buy | 33.83estimated | $236.51 | $1,001 – $15,000 | 8220451 EQUIFAX INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | SYF Synchrony Financial | Buy | 185.11estimated | $43.22 | $1,001 – $15,000 | 8220451 SYNCHRONY FINANCIAL CMN |
May 28, 2024 Spouse | Jun 5, 2024 | FITB Fifth Third Bancorp | Buy | 218.12estimated | $36.68 | $1,001 – $15,000 | 8220451 FIFTH THIRD BANCORP CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — FREEPORT-MOMORAN INC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 FREEPORT-MOMORAN INC CMN |
May 28, 2024 Member | Jun 5, 2024 | LRCX Lam Research Corporation | Buy | 82.37estimated | $97.13 | $1,001 – $15,000 | 8220451 LAM RESEARCH CORPORATION CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — DISCOVER FINANCIAL SERVICES CMN | Buy | — | — | $1,001 – $15,000 | 8220451 DISCOVER FINANCIAL SERVICES CMN |
May 28, 2024 Member | Jun 5, 2024 | — HEALTHEAK OP, LICN | Buy | — | — | $1,001 – $15,000 | 8220451 HEALTHEAK OP, LICN |
May 28, 2024 Spouse | Jun 5, 2024 | — KIMCO REALTY OF, LLE CMN | Buy | — | — | $1,001 – $15,000 | 8220451 KIMCO REALTY OF, LLE CMN |
May 28, 2024 Spouse | Jun 5, 2024 | MS Morgan Stanley | Buy | 81.08estimated | $98.67 | $1,001 – $15,000 | 8220451 MORGAN STANLEY CMN |
May 28, 2024 Spouse | Jun 5, 2024 | CNC Centene Corporation | Buy | 110.02estimated | $72.72 | $1,001 – $15,000 | 8220451 CENTENE CORPORATION CMN |
May 28, 2024 Member | Jun 5, 2024 | — P IMSCI INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220451 P IMSCI INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — BORGWARNER ING CMN | Buy | — | — | $1,001 – $15,000 | 8220451 BORGWARNER ING CMN |
May 28, 2024 Spouse | Jun 5, 2024 | GPN Global Payments Inc. | Buy | 78.85estimated | $101.47 | $1,001 – $15,000 | 8220451 GLOBAL PAYMENTS INC. CMN |
May 28, 2024 Member | Jun 5, 2024 | CARR Carrier Global Corporation Common Stock | Buy | 123.71estimated | $64.67 | $1,001 – $15,000 | 8220451 P CARRIER GLOBAL CORPORATION CMN |
May 28, 2024 Spouse | Jun 5, 2024 | WMT Walmart Inc. | Buy | 123.01estimated | $65.04 | $1,001 – $15,000 | 8220451 WALMART INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | CBRE CBRE Group Inc Common Stock Class A | Buy | 92.21estimated | $86.76 | $1,001 – $15,000 | 8220451 CBRE GROUP, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 132.9estimated | $60.20 | $1,001 – $15,000 | 8220451 NASDAQ, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | ADSK Autodesk, Inc. | Buy | 38.02estimated | $210.45 | $1,001 – $15,000 | 8220451 AUTODESK, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | PLD Prologis, Inc. | Buy | 76.2estimated | $105.00 | $1,001 – $15,000 | 8220451 PROLOGIS INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | GOOGL Alphabet Inc. Class A | Buy | 45.35estimated | $176.40 | $1,001 – $15,000 | 8220451 ALPHABET INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | TFC Truist Financial Corporation | Buy | 211.93estimated | $37.75 | $1,001 – $15,000 | 8220451 TRUIST FINANCIAL CORPORATION CMN |
May 28, 2024 Spouse | Jun 5, 2024 | APTV Aptiv PLC Ordinary Shares | Buy | 111.09estimated | $72.02 | $1,001 – $15,000 | 8220451 APTIV PLC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 172.87estimated | $46.28 | $1,001 – $15,000 | 8220451 CISCO SYSTEMS, INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — D.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220451 D.R. HORTON, INC. CMN |
May 28, 2024 Member | Jun 5, 2024 | CRM Salesforce, Inc. | Buy | 29.65estimated | $269.83 | $1,001 – $15,000 | 8220451 P SALESFORCE INC CMN |
May 28, 2024 Member | Jun 5, 2024 | SPGI S&P Global Inc. | Buy | 18.92estimated | $422.87 | $1,001 – $15,000 | 8220451 P S&P GLOBAL INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220451 MC DONALDS CORP CMN |
May 28, 2024 Spouse | Jun 5, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220451 ICMN |
May 28, 2024 Member | Jun 5, 2024 | BAX Baxter International Inc. | Buy | 236.35estimated | $33.85 | $1,001 – $15,000 | 8220451 P. BAXTER INTERNATIONAL INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | BKNG Booking Holdings Inc. | Buy | 52.77estimated | $151.60 | $1,001 – $15,000 | 8220451 BOOKING HOLDINGS INC. CMN |
May 28, 2024 Spouse | Jun 5, 2024 | NKE Nike, Inc. | Buy | 86.96estimated | $92.00 | $1,001 – $15,000 | 8220451 NIKE CLASS-B CMN |
May 28, 2024 Spouse | Jun 5, 2024 | ADBE Adobe Inc. | Buy | 16.72estimated | $478.43 | $1,001 – $15,000 | 8220451 ADOBE INC CMN |
May 28, 2024 Spouse | Jun 5, 2024 | BAC Bank of America Corporation | Buy | 203.47estimated | $39.32 | $1,001 – $15,000 | 8220451 BANK OF AMERICA CORP CMN |
May 28, 2024 Member | Jun 5, 2024 | HD Home Depot, Inc. (The) | Buy | 24.34estimated | $328.70 | $1,001 – $15,000 | 8220451 P THE HOME DEPOT, INC. CMN |
May 26, 2024 Dependent | Jul 8, 2024 | — Diageo ADR | Buy | — | — | $1,001 – $15,000 | 8220534 Diageo ADR |
May 24, 2024 Member | Jul 8, 2024 | CMI Cummins Inc. | Buy | 28.08estimated | $284.91 | $1,001 – $15,000 | 8220534 ICUMMINS INC COMMON STOCK * |
May 24, 2024 Member | Jul 8, 2024 | AEE Ameren Corporation | Buy | 112.15estimated | $71.34 | $1,001 – $15,000 | 8220534 AMEREN CORPORATION CMN |
May 24, 2024 Dependent | Jul 8, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220534 ICMN |
May 24, 2024 Spouse | Jul 8, 2024 | — NOR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220534 NOR VOYIX CORP CMN |
May 24, 2024 Spouse | Jul 8, 2024 | — TRIO TINTO PLC SPONSORED ADR | Buy | — | — | $1,001 – $15,000 | 8220534 TRIO TINTO PLC SPONSORED ADR |
May 24, 2024 Spouse | Jun 5, 2024 | BAX Baxter International Inc. | Buy | 236estimated | $33.90 | $1,001 – $15,000 | 8220451 BAXTER INTERNATIONAL INC CMN |
May 23, 2024 Dependent | Jun 5, 2024 | BAX Baxter International Inc. | Buy | 235.31estimated | $34.00 | $1,001 – $15,000 | 8220451 BAXTER INTERNATIONAL INC CMN |
May 22, 2024 Dependent | Jun 5, 2024 | TGT Target Corporation | Buy | 55.84estimated | $143.27 | $1,001 – $15,000 | 8220451 TARGET CORPORATION CMN |
May 22, 2024 Spouse | Jun 5, 2024 | TGT Target Corporation | Buy | 55.84estimated | $143.27 | $1,001 – $15,000 | 8220451 TARGET CORPORATION CMN |
May 22, 2024 Spouse | Jun 5, 2024 | MU Micron Technology, Inc. | Buy | 63.36estimated | $126.28 | $1,001 – $15,000 | 8220451 MICRON TECHNOLOGY, INC. CMN |
May 22, 2024 Dependent | Jun 5, 2024 | MU Micron Technology, Inc. | Buy | 63.36estimated | $126.28 | $1,001 – $15,000 | 8220451 MICRON TECHNOLOGY, INC. CMN |
May 21, 2024 Dependent | Jul 8, 2024 | ZS Zscaler, Inc. | Buy | 45.21estimated | $176.98 | $1,001 – $15,000 | 8220534 ZSCALER, INC. CMN |
May 21, 2024 Dependent | Jul 8, 2024 | SNPS Synopsys, Inc. | Buy | 14estimated | $571.53 | $1,001 – $15,000 | 8220534 SYNOPSYS INC. CMN |
May 21, 2024 Dependent | Jul 8, 2024 | MDB MongoDB, Inc. Class A | Buy | 21.9estimated | $365.26 | $1,001 – $15,000 | 8220534 MONGODB, INC. CMN |
May 21, 2024 Dependent | Jun 5, 2024 | LIN Linde plc Ordinary Shares | Buy | 74.71estimated | $435.04 | $15,001 – $50,000 | 8220451 Linde PLC Com |
May 21, 2024 Dependent | Jun 5, 2024 | LIN Linde plc Ordinary Shares | Buy | 74.71estimated | $435.04 | $15,001 – $50,000 | 8220451 Linde PLC Com |
May 21, 2024 Spouse | Jun 5, 2024 | — Shares TR 0-3 Mnth Treasy | Buy | — | — | $15,001 – $50,000 | 8220451 Shares TR 0-3 Mnth Treasy |
May 21, 2024 Spouse | Jun 5, 2024 | LIN Linde plc Ordinary Shares | Buy | 74.71estimated | $435.04 | $15,001 – $50,000 | 8220451 Linde PLC Com |
May 21, 2024 Spouse | Jun 5, 2024 | GM General Motors Company | Buy | 178.11estimated | $44.92 | $1,001 – $15,000 | 8220451 GENERAL MOTORS COMPANY CMN |
May 20, 2024 Dependent | Sep 6, 2024 | — CHART INDUSTRIES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220626 CHART INDUSTRIES, INC. CMN |
May 20, 2024 Dependent | Jul 8, 2024 | ADBE Adobe Inc. | Buy | 16.51estimated | $484.69 | $1,001 – $15,000 | 8220534 ADOBE INC CMN |
May 20, 2024 Dependent | Jul 8, 2024 | PWR Quanta Services, Inc. | Buy | 29.89estimated | $267.66 | $1,001 – $15,000 | 8220534 QUANTA SERVICES INC CMN |
May 20, 2024 Dependent | Jul 8, 2024 | CMI Cummins Inc. | Buy | 28.09estimated | $284.84 | $1,001 – $15,000 | 8220534 CUMMINS INC COMMON STOCK |
May 20, 2024 Dependent | Jul 8, 2024 | — GE VERNOVA LLECMN | Buy | — | — | $1,001 – $15,000 | 8220534 GE VERNOVA LLECMN |
May 20, 2024 Dependent | Jul 8, 2024 | MDB MongoDB, Inc. Class A | Buy | 21.74estimated | $368.01 | $1,001 – $15,000 | 8220534 MONGODB, INC. CMN |
May 20, 2024 Dependent | Jul 8, 2024 | NET Cloudflare, Inc. Class A | Buy | 105.8estimated | $75.62 | $1,001 – $15,000 | 8220534 CLOUDFLARE, INC. CMN |
May 20, 2024 Dependent | Jul 8, 2024 | CDNS Cadence Design Systems, Inc. | Buy | 27.35estimated | $292.47 | $1,001 – $15,000 | 8220534 CADENCE DESIGN SYSTEMS INC CMN |
May 20, 2024 Dependent | Jun 5, 2024 | — JB HUNT TRAN5 SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220451 JB HUNT TRAN5 SVCS INC CMN |
May 20, 2024 Spouse | Jun 5, 2024 | ABT Abbott Laboratories | Buy | 77.52estimated | $103.21 | $1,001 – $15,000 | 8220451 ABBOTT LABORATORIES CMN |
May 20, 2024 Dependent | Jun 5, 2024 | ABT Abbott Laboratories | Buy | 77.52estimated | $103.21 | $1,001 – $15,000 | 8220451 JABBOTT LABORATORIES CMN |
May 18, 2024 Member | Jul 8, 2024 | MU Micron Technology, Inc. | Buy | 63.86estimated | $125.29 | $1,001 – $15,000 | 8220534 (MICRON TECHNOLOGY, INC. CMN |
May 15, 2024 Spouse | Jun 5, 2024 | — INFINERA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220451 INFINERA CORPORATION CMN |
May 14, 2024 Spouse | Jul 8, 2024 | — BNP PARIBAS SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220534 BNP PARIBAS SPONSORED ADR CMN |
May 14, 2024 Dependent | Jul 8, 2024 | PH Parker-Hannifin Corporation | Buy | 14.56estimated | $549.40 | $1,001 – $15,000 | 8220534 PARKER-HANNIFIN CORP. CMN |
May 14, 2024 Member | Jul 8, 2024 | GM General Motors Company | Buy | 177.67estimated | $45.03 | $1,001 – $15,000 | 8220534 DO GENERAL MOTORS COMPANY CMN |
May 12, 2024 Spouse | Jul 8, 2024 | — ZIMMER BIOMET HOLDINGS ING | Buy | — | — | $1,001 – $15,000 | 8220534 ZIMMER BIOMET HOLDINGS ING |
May 12, 2024 Spouse | Jul 8, 2024 | PENN PENN Entertainment, Inc. | Buy | 497.54estimated | $16.08 | $1,001 – $15,000 | 8220534 PENN ENTERTAINMENT INC CMN |
May 11, 2024 Dependent | Jul 8, 2024 | — UNITED STATES TREAS BILLS ZERO CPN 19/5/2024 | Buy | — | — | $500,001 – $1,000,000 | 8220534 UNITED STATES TREAS BILLS ZERO CPN 19/5/2024 |
May 11, 2024 Dependent | Jul 8, 2024 | — UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | Buy | — | — | $250,001 – $500,000 | 8220534 UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 |
May 10, 2024 Spouse | Jun 5, 2024 | — BP P.L.C. SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220451 BP P.L.C. SPONSORED ADR CMN |
May 8, 2024 Dependent | Jun 5, 2024 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220451 AMERICAN INTL GROUP, INC. CMN |
May 6, 2024 Spouse | Jun 5, 2024 | KKR KKR & Co. Inc. | Buy | 81.43estimated | $98.25 | $1,001 – $15,000 | 8220451 KKR & CO. INC. CMN |
May 3, 2024 Dependent | Jun 5, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 169.79estimated | $47.12 | $1,001 – $15,000 | 8220451 CISCO SYSTEMS, INC. CMN |
May 2, 2024 Dependent | Jun 5, 2024 | — INTERNATIONAL PAPER CO. OMN | Buy | — | — | $1,001 – $15,000 | 8220451 INTERNATIONAL PAPER CO. OMN |
May 1, 2024 Dependent | Jun 5, 2024 | KKR KKR & Co. Inc. | Buy | 84.11estimated | $95.12 | $1,001 – $15,000 | 8220451 KKR & CO. INC, CMN |
May 1, 2024 Dependent | Jun 5, 2024 | — GE Aerospace Com | Buy | — | — | $15,001 – $50,000 | 8220451 GE Aerospace Com |
May 1, 2024 Dependent | Jun 5, 2024 | SBUX Starbucks Corporation | Buy | 436.6estimated | $74.44 | $15,001 – $50,000 | 8220451 starbucks Corp Com |
May 1, 2024 Member | Jun 5, 2024 | — GE Aerospace Com | Buy | — | — | $15,001 – $50,000 | 8220451 GE Aerospace Com |
May 1, 2024 Spouse | Jun 5, 2024 | — GE Aerospace Com | Buy | — | — | $15,001 – $50,000 | 8220451 GE Aerospace Com |
May 1, 2024 Member | Jun 5, 2024 | — P Starbucks Corp Corn | Buy | — | — | $15,001 – $50,000 | 8220451 P Starbucks Corp Corn |
May 1, 2024 Spouse | Jun 5, 2024 | SBUX Starbucks Corporation | Buy | 107.48estimated | $74.44 | $1,001 – $15,000 | 8220451 STARBUCKS CORP. CMN |
May 1, 2024 Dependent | Jun 5, 2024 | SBUX Starbucks Corporation | Buy | 107.48estimated | $74.44 | $1,001 – $15,000 | 8220451 STARBUCKS CORP. CMN |
May 1, 2024 Member | May 6, 2024 | — TIX COMPANIES INC (NEW) CMN | Buy | — | — | $100,001 – $250,000 | 8220252 TIX COMPANIES INC (NEW) CMN |
Apr 26, 2024 Dependent | May 6, 2024 | KMX CarMax Inc | Buy | 114.97estimated | $69.59 | $1,001 – $15,000 | 8220252 CARMAX, INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | INCY Incyte Corp. | Buy | 154.81estimated | $51.68 | $1,001 – $15,000 | 8220252 INCYTE CORPORATION CMN |
Apr 26, 2024 Member | May 6, 2024 | — DCROSS STORES, INC CMN | Buy | — | — | $1,001 – $15,000 | 8220252 DCROSS STORES, INC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | ANET Arista Networks, Inc. | Receive | 120.9estimated | $66.18 | $1,001 – $15,000 | 8220252 ARISTA NETWORKS, INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — VERISIGN, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220252 VERISIGN, INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | DE Deere & Company | Buy | 20.34estimated | $393.33 | $1,001 – $15,000 | 8220252 DEERE & COMPANY CMN |
Apr 26, 2024 Dependent | May 6, 2024 | HSY The Hershey Company | Buy | 42.98estimated | $186.16 | $1,001 – $15,000 | 8220252 THE HERSHEY COMPANY CMN |
Apr 26, 2024 Member | May 6, 2024 | AAPL Apple Inc. | Buy | 47.26estimated | $169.30 | $1,001 – $15,000 | 8220252 APPLE INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — KENNUE INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220252 KENNUE INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220252 ANSYS, INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | ULTA Ulta Beauty, Inc. | Buy | 19.69estimated | $406.39 | $1,001 – $15,000 | 8220252 ULTA BEAUTY INC CMN |
Apr 26, 2024 Member | May 6, 2024 | LKQ LKQ Corporation | Buy | 183.33estimated | $43.64 | $1,001 – $15,000 | 8220252 ILKQ CORPORATION CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — D.R. HORTON, INC CN | Buy | — | — | $1,001 – $15,000 | 8220252 D.R. HORTON, INC CN |
Apr 26, 2024 Dependent | May 6, 2024 | MTB M&T Bank Corporation | Buy | 54.66estimated | $146.38 | $1,001 – $15,000 | 8220252 IM&T BANK CORPORATION CMN |
Apr 26, 2024 Dependent | May 6, 2024 | VRSK Verisk Analytics, Inc. | Buy | 36.18estimated | $221.14 | $1,001 – $15,000 | 8220252 VERISK ANALYTICS, INC. CMN |
Apr 26, 2024 Member | May 6, 2024 | KEYS Keysight Technologies Inc. | Buy | 53.86estimated | $148.55 | $1,001 – $15,000 | 8220252 IKEYSIGHT TECHNOLOGIES, INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | TSLA Tesla, Inc. | Buy | 47.54estimated | $168.29 | $1,001 – $15,000 | 8220252 TESLA, INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | BKNG Booking Holdings Inc. | Buy | 56.8estimated | $140.84 | $1,001 – $15,000 | 8220252 BOOKING HOLDINGS INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8220252 EQUINIX, INC. REIT |
Apr 26, 2024 Dependent | May 6, 2024 | — TILLINDIS TOOL WORKS CMN | Buy | — | — | $1,001 – $15,000 | 8220252 TILLINDIS TOOL WORKS CMN |
Apr 26, 2024 Dependent | May 6, 2024 | PLD Prologis, Inc. | Buy | 76.88estimated | $104.06 | $1,001 – $15,000 | 8220252 PROLOGIS INC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | PFE Pfizer, Inc. | Buy | 314.98estimated | $25.40 | $1,001 – $15,000 | 8220252 PFIZER INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | HD Home Depot, Inc. (The) | Buy | 23.88estimated | $335.09 | $1,001 – $15,000 | 8220252 THE HOME DEPOT, INC. CMN x |
Apr 26, 2024 Dependent | May 6, 2024 | WST West Pharmaceutical Services, Inc. | Buy | 22.2estimated | $360.43 | $1,001 – $15,000 | 8220252 WEST PHARMACEUTICAL SERVICES INC: * |
Apr 26, 2024 Dependent | May 6, 2024 | EXR Extra Space Storage Inc | Buy | 59.94estimated | $133.47 | $1,001 – $15,000 | 8220252 EXTRA SPACE STORAGE INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | ECL Ecolab Inc. | Buy | 36.19estimated | $221.10 | $1,001 – $15,000 | 8220252 ECOLAB INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | VLTO Veralto Corp Common Stock | Buy | 85estimated | $94.12 | $1,001 – $15,000 | 8220252 VERALTO CORPORATION CMN |
Apr 26, 2024 Member | May 6, 2024 | WELL Welltower Inc. | Buy | 84.81estimated | $94.34 | $1,001 – $15,000 | 8220252 WELLTOWER, INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | MSCI MSCI Inc. | Buy | 16.75estimated | $477.78 | $1,001 – $15,000 | 8220252 MSCI INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — HEALTHPEAK OP, LLC CMN | Buy | — | — | $1,001 – $15,000 | 8220252 HEALTHPEAK OP, LLC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | INVH Invitation Homes Inc. | Buy | 230.43estimated | $34.72 | $1,001 – $15,000 | 8220252 INVITATION HOMES INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | LVS Las Vegas Sands Corp. | Buy | 176.03estimated | $45.45 | $1,001 – $15,000 | 8220252 LAS VEGAS SANDS CORP. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — PARAMOUNT GLOBAL CMN | Buy | — | — | $1,001 – $15,000 | 8220252 PARAMOUNT GLOBAL CMN |
Apr 26, 2024 Dependent | May 6, 2024 | FOXA Fox Corporation Class A | Buy | 256.34estimated | $31.21 | $1,001 – $15,000 | 8220252 FOX CORPORATION CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — CATALENT, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220252 CATALENT, INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220252 WARNER BROS DISCOVERY INC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — REWITY IN CAN | Buy | — | — | $1,001 – $15,000 | 8220252 REWITY IN CAN |
Apr 26, 2024 Dependent | May 6, 2024 | VICI VICI Properties Inc. | Buy | 281.02estimated | $28.47 | $1,001 – $15,000 | 8220252 VICI PROPERTIES INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | HSIC Henry Schein, Inc. | Buy | 109.4estimated | $73.13 | $1,001 – $15,000 | 8220252 HENRY SCHEIN INC COMMON STOCK |
Apr 26, 2024 Dependent | May 6, 2024 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220252 NEWMONT CORP CMN |
Apr 26, 2024 Member | May 6, 2024 | — LELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220252 LELECTRONIC ARTS CMN |
Apr 26, 2024 Dependent | May 6, 2024 | DD DuPont de Nemours, Inc. | Buy | 87.68estimated | $91.24 | $1,001 – $15,000 | 8220252 DUPONT DE NEMOURS INC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — THE BANK OF NY MELLON CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220252 THE BANK OF NY MELLON CORP CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8220252 EQUITY RESIDENTIAL CMN |
Apr 26, 2024 Dependent | May 6, 2024 | BWA BorgWarner Inc. | Buy | 241.05estimated | $33.19 | $1,001 – $15,000 | 8220252 BORGWARNER INC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | ROP Roper Technologies, Inc. | Buy | 15.19estimated | $526.78 | $1,001 – $15,000 | 8220252 ROPER TECHNOLOGIES INC CMN |
Apr 26, 2024 Member | May 6, 2024 | — CVS HEALTH CORP OMN | Buy | — | — | $1,001 – $15,000 | 8220252 CVS HEALTH CORP OMN |
Apr 26, 2024 Dependent | May 6, 2024 | O Realty Income Corporation | Buy | 148.96estimated | $53.71 | $1,001 – $15,000 | 8220252 REALTY INCOME CORPORATION CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220252 CORNING INCORPORATED CMN |
Apr 26, 2024 Dependent | May 6, 2024 | PH Parker-Hannifin Corporation | Buy | 14.45estimated | $553.64 | $1,001 – $15,000 | 8220252 PARKER-HANNIFIN CORP. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220252 AON PUBLIC LIMITED COMPANY CMN |
Apr 26, 2024 Dependent | May 6, 2024 | ENPH Enphase Energy, Inc. | Buy | 71.48estimated | $111.93 | $1,001 – $15,000 | 8220252 ENPHASE ENERGY, INC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | MKTX MarketAxess Holdings, Inc. | Buy | 39.65estimated | $201.79 | $1,001 – $15,000 | 8220252 MARKETAXESS HOLDINGS INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | HUM Humana Inc. | Buy | 26.15estimated | $305.90 | $1,001 – $15,000 | 8220252 HUMANA INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | TRV The Travelers Companies, Inc. | Buy | 37.48estimated | $213.45 | $1,001 – $15,000 | 8220252 THE TRAVELERS COMPANIES, INC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — JABBOTI LABORATORIES CMN | Buy | — | — | $1,001 – $15,000 | 8220252 JABBOTI LABORATORIES CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — ILENNAR CORPORAȚION CMN | Buy | — | — | $1,001 – $15,000 | 8220252 ILENNAR CORPORAȚION CMN |
Apr 26, 2024 Dependent | May 6, 2024 | LULU lululemon athletica inc. | Buy | 21.94estimated | $364.70 | $1,001 – $15,000 | 8220252 ILULULEMON ATHLETICA INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | GPC Genuine Parts Company | Buy | 50.03estimated | $159.93 | $1,001 – $15,000 | 8220252 GENUINE PARTS CO. CMN |
Apr 26, 2024 Member | May 6, 2024 | HPQ HP Inc. | Buy | 285.73estimated | $28.00 | $1,001 – $15,000 | 8220252 pC HP INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | PSA Public Storage | Buy | 31.04estimated | $257.73 | $1,001 – $15,000 | 8220252 PUBLIC STORAGE CMN |
Apr 26, 2024 Dependent | May 6, 2024 | UDR UDR, Inc. | Buy | 211.04estimated | $37.91 | $1,001 – $15,000 | 8220252 JUDR INC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | CARR Carrier Global Corporation Common Stock | Buy | 132.24estimated | $60.50 | $1,001 – $15,000 | 8220252 CARRIER GLOBAL CORPORATION CMN |
Apr 26, 2024 Dependent | May 6, 2024 | KMB Kimberly-Clark Corporation | Buy | 59.16estimated | $135.24 | $1,001 – $15,000 | 8220252 KIMBERLY-CLARK CORPORATION CMN |
Apr 26, 2024 Dependent | May 6, 2024 | ADI Analog Devices, Inc. | Buy | 39.61estimated | $201.97 | $1,001 – $15,000 | 8220252 ANALOG DEVICES, INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — GE VERNOVA LLC CMN | Buy | — | — | $1,001 – $15,000 | 8220252 GE VERNOVA LLC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | TFX Teleflex Incorporated | Buy | 38.7estimated | $206.71 | $1,001 – $15,000 | 8220252 TELEFLEX INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | BIIB Biogen Inc. | Buy | 38.3estimated | $208.90 | $1,001 – $15,000 | 8220252 BIOGEN INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 167.16estimated | $47.86 | $1,001 – $15,000 | 8220252 CISCO SYSTEMS, INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220252 CLASSA |
Apr 26, 2024 Dependent | May 6, 2024 | SBUX Starbucks Corporation | Buy | 90.66estimated | $88.25 | $1,001 – $15,000 | 8220252 STARBUCKS CORP. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | BMY Bristol-Myers Squibb Company | Buy | 178.38estimated | $44.85 | $1,001 – $15,000 | 8220252 Bristol-Myers Squibb Co Com |
Apr 26, 2024 Dependent | May 6, 2024 | — Bristol-Myers Squibb CoCom | Buy | — | — | $15,001 – $50,000 | 8220252 Bristol-Myers Squibb CoCom |
Apr 26, 2024 Spouse | May 6, 2024 | — Bristol-MyersSquibbCo.Com | Buy | — | — | $15,001 – $50,000 | 8220252 Bristol-MyersSquibbCo.Com |
Apr 26, 2024 Dependent | May 6, 2024 | — TIX COMPANIES INC (NEW) CMN | Buy | — | — | $1,001 – $15,000 | 8220252 TIX COMPANIES INC (NEW) CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — ZOETI5 INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220252 ZOETI5 INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | NKE Nike, Inc. | Buy | 85estimated | $94.12 | $1,001 – $15,000 | 8220252 NIKE CLASS-B CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220252 PHILIP MORRIS INTL INC CMN |
Apr 26, 2024 Member | May 6, 2024 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220252 CORNING INCORPORATED CMN |
Apr 26, 2024 Dependent | May 6, 2024 | JPM JP Morgan Chase & Co. | Buy | 41.35estimated | $193.49 | $1,001 – $15,000 | 8220252 JPMORGAN CHASE & CO CMN |
Apr 26, 2024 Dependent | May 6, 2024 | EXR Extra Space Storage Inc | Buy | 59.94estimated | $133.47 | $1,001 – $15,000 | 8220252 EXTRA SPACE STORAGE INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | APTV Aptiv PLC Ordinary Shares | Buy | 129.68estimated | $61.69 | $1,001 – $15,000 | 8220252 APTIV PLC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — SEALED AIR CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220252 SEALED AIR CORPORATION CMN |
Apr 26, 2024 Member | May 6, 2024 | — ROBERT HALFINC CMN | Buy | — | — | $1,001 – $15,000 | 8220252 ROBERT HALFINC CMN |
Apr 26, 2024 Member | May 6, 2024 | — KIMCO REALTY OP, LLC CMN | Buy | — | — | $1,001 – $15,000 | 8220252 KIMCO REALTY OP, LLC CMN |
Apr 26, 2024 Dependent | May 6, 2024 | TECH Bio-Techne Corp | Buy | 124.89estimated | $64.06 | $1,001 – $15,000 | 8220252 BIO-TECHNE CORPORATION CMN |
Apr 26, 2024 Dependent | May 6, 2024 | EFX Equifax, Inc. | Buy | 35.81estimated | $223.42 | $1,001 – $15,000 | 8220252 REQUIFAX INC. CMN |
Apr 26, 2024 Dependent | May 6, 2024 | — VE CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220252 VE CORP CMN |
Apr 25, 2024 Dependent | May 6, 2024 | — A VOTING | Receive | — | — | $1,001 – $15,000 | 8220252 A VOTING |
Apr 25, 2024 Dependent | May 6, 2024 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220252 CROWN CASTLE INTL CORP CMN |
Apr 25, 2024 Dependent | May 6, 2024 | AFL AFLAC Incorporated | Buy | 95.55estimated | $83.73 | $1,001 – $15,000 | 8220252 AFLAC INCORPORATED CMN |
Apr 25, 2024 Dependent | May 6, 2024 | WMT Walmart Inc. | Buy | 132.88estimated | $60.21 | $1,001 – $15,000 | 8220252 WALMART INC CMN |
Apr 25, 2024 Spouse | May 6, 2024 | MRSH Marsh | Buy | 39.71estimated | $201.47 | $1,001 – $15,000 | 8220252 MARSH & MCLENNAN CO INC CMN |
Apr 25, 2024 Spouse | May 6, 2024 | SBUX Starbucks Corporation | Buy | 91.08estimated | $87.84 | $1,001 – $15,000 | 8220252 STARBUCKS CORP. CMN |
Apr 25, 2024 Spouse | May 6, 2024 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220252 CORNING INCORPORATED CMN |
Apr 25, 2024 Spouse | May 6, 2024 | NDAQ Nasdaq, Inc. | Buy | 132.7estimated | $60.29 | $1,001 – $15,000 | 8220252 NASDAQ INC. CMN |
Apr 25, 2024 Dependent | May 6, 2024 | SBUX Starbucks Corporation | Buy | 91.08estimated | $87.84 | $1,001 – $15,000 | 8220252 STARBUCKS CORP. CMN |
Apr 24, 2024 Dependent | May 6, 2024 | SBUX Starbucks Corporation | Buy | 90.15estimated | $88.75 | $1,001 – $15,000 | 8220252 STARBUCKS CORP. CMN |
Apr 24, 2024 Member | May 6, 2024 | SBUX Starbucks Corporation | Buy | 90.15estimated | $88.75 | $1,001 – $15,000 | 8220252 P STARBUCKS CORP. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — DOLLAR TREE STORES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220252 DOLLAR TREE STORES, INC. CMN |
Apr 23, 2024 Member | May 6, 2024 | UBER Uber Technologies, Inc. | Buy | 113estimated | $70.80 | $1,001 – $15,000 | 8220252 P UBER TECHNOLOGIES, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | URI United Rentals, Inc. | Buy | 12.1estimated | $661.32 | $1,001 – $15,000 | 8220252 UNITED RENTALS, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | LULU lululemon athletica inc. | Buy | 21.94estimated | $364.68 | $1,001 – $15,000 | 8220252 LULULEMON ATHLETICA INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | EPAM EPAM Systems, Inc. | Buy | 32.29estimated | $247.80 | $1,001 – $15,000 | 8220252 EPAM SYSTEMS, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | LW Lamb Weston Holdings, Inc. Common Stock | Buy | 95.56estimated | $83.72 | $1,001 – $15,000 | 8220252 LAMB WESTON HOLDINGS, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | ISRG Intuitive Surgical, Inc. | Buy | 21.22estimated | $377.08 | $1,001 – $15,000 | 8220252 INTUITIVE SURGICAL, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | WST West Pharmaceutical Services, Inc. | Buy | 20.5estimated | $390.20 | $1,001 – $15,000 | 8220252 WEST PHARMACEUTICAL SERVICES INC |
Apr 23, 2024 Spouse | May 6, 2024 | INCY Incyte Corp. | Buy | 154.9estimated | $51.65 | $1,001 – $15,000 | 8220252 JINCYTE CORPORATION CMN |
Apr 23, 2024 Member | May 6, 2024 | RHI Robert Half Inc. | Buy | 111.85estimated | $71.53 | $1,001 – $15,000 | 8220252 ROBERT HALF INC CMN |
Apr 23, 2024 Member | May 6, 2024 | CCL Carnival Corporation Ltd. Common Shares | Buy | 540.94estimated | $14.79 | $1,001 – $15,000 | 8220252 P CARNIVAL CORPORATION CMN |
Apr 23, 2024 Spouse | May 6, 2024 | JBL Jabil Inc. | Buy | 66.18estimated | $120.89 | $1,001 – $15,000 | 8220252 JABIL INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — APTIV PLE CMN | Buy | — | — | $1,001 – $15,000 | 8220252 APTIV PLE CMN |
Apr 23, 2024 Spouse | May 6, 2024 | CPRT Copart, Inc. (DE) | Buy | 147.31estimated | $54.31 | $1,001 – $15,000 | 8220252 COPART, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — CLOROX CO (THE) (DELAWARE) CMIN | Buy | — | — | $1,001 – $15,000 | 8220252 CLOROX CO (THE) (DELAWARE) CMIN |
Apr 23, 2024 Member | May 6, 2024 | KVUE Kenvue Inc. | Buy | 413.04estimated | $19.37 | $1,001 – $15,000 | 8220252 P KENVUE INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — LAM RESEARCH CORFORATION CMIN | Buy | — | — | $1,001 – $15,000 | 8220252 LAM RESEARCH CORFORATION CMIN |
Apr 23, 2024 Spouse | May 6, 2024 | EFX Equifax, Inc. | Buy | 35.64estimated | $224.46 | $1,001 – $15,000 | 8220252 EQUIFAX INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — WAN RESOR, IT CAN K | Buy | — | — | $1,001 – $15,000 | 8220252 WAN RESOR, IT CAN K |
Apr 23, 2024 Spouse | May 6, 2024 | WMT Walmart Inc. | Buy | 135.4estimated | $59.09 | $1,001 – $15,000 | 8220252 WALMART INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | NXPI NXP Semiconductors N.V. | Buy | 35.46estimated | $225.61 | $1,001 – $15,000 | 8220252 NXP SEMICONDUCTORS N.V. CMN |
Apr 23, 2024 Member | May 6, 2024 | CZR Caesars Entertainment, Inc. | Buy | 204.51estimated | $39.12 | $1,001 – $15,000 | 8220252 P CAESARS ENTERTAINMENT INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | PCAR PACCAR Inc. | Buy | 70.6estimated | $113.32 | $1,001 – $15,000 | 8220252 PACCAR INC CMN * |
Apr 23, 2024 Spouse | May 6, 2024 | PPG PPG Industries, Inc. | Buy | 61.34estimated | $130.43 | $1,001 – $15,000 | 8220252 IPPG INDUSTRIES, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — THE HERSHEY COMPANY OMN | Buy | — | — | $1,001 – $15,000 | 8220252 THE HERSHEY COMPANY OMN |
Apr 23, 2024 Member | May 6, 2024 | EXPE Expedia Group, Inc. | Buy | 59.25estimated | $135.02 | $1,001 – $15,000 | 8220252 P EXPEDIA GROUP INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | ABNB Airbnb, Inc. Class A | Buy | 49.71estimated | $160.95 | $1,001 – $15,000 | 8220252 AIRBNB, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | PH Parker-Hannifin Corporation | Buy | 14.54estimated | $550.40 | $1,001 – $15,000 | 8220252 PARKER-HANNIFIN CORP. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | FICO Fair Isaac Corporation | Buy | 6.73estimated | $1,188 | $1,001 – $15,000 | 8220252 FAIR ISAAC INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220252 ELECTRONIC ARTS CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — B HUNT TRANS SVOS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220252 B HUNT TRANS SVOS INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — PHILIP MORRIS INTL INC CMN * | Buy | — | — | $1,001 – $15,000 | 8220252 PHILIP MORRIS INTL INC CMN * |
Apr 23, 2024 Spouse | May 6, 2024 | — FORTINET, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220252 FORTINET, INC. CMIN |
Apr 23, 2024 Spouse | May 6, 2024 | — D.A. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220252 D.A. HORTON, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | MSCI MSCI Inc. | Buy | 17.94estimated | $446.00 | $1,001 – $15,000 | 8220252 MSCI INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | TXN Texas Instruments Incorporated | Buy | 48.35estimated | $165.47 | $1,001 – $15,000 | 8220252 TEXAS INSTRUMENTS INC. CMN |
Apr 23, 2024 Member | May 6, 2024 | ABBV AbbVie Inc. | Buy | 47.19estimated | $169.54 | $1,001 – $15,000 | 8220252 ABBVIE INC CMN |
Apr 23, 2024 Member | May 6, 2024 | AVGO Broadcom Inc. | Buy | 64.05estimated | $124.92 | $1,001 – $15,000 | 8220252 BROADCOM INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | ADSK Autodesk, Inc. | Buy | 36.71estimated | $217.93 | $1,001 – $15,000 | 8220252 AUTODESK, INC. CMN |
Apr 23, 2024 Member | May 6, 2024 | AMAT Applied Materials, Inc. | Buy | 41.4estimated | $193.24 | $1,001 – $15,000 | 8220252 APPLIED MATERIALS INC CMN |
Apr 23, 2024 Member | May 6, 2024 | — P- CARRIER GLOBAL CORPORAȚION CMN | Buy | — | — | $1,001 – $15,000 | 8220252 P- CARRIER GLOBAL CORPORAȚION CMN |
Apr 23, 2024 Spouse | May 6, 2024 | BKNG Booking Holdings Inc. | Buy | 56.6estimated | $141.36 | $1,001 – $15,000 | 8220252 BOOKING HOLDINGS INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | CRM Salesforce, Inc. | Buy | 28.92estimated | $276.68 | $1,001 – $15,000 | 8220252 SALESFORCE INC CMN |
Apr 23, 2024 Member | May 6, 2024 | — MC DONALDS CORP CUN | Buy | — | — | $1,001 – $15,000 | 8220252 MC DONALDS CORP CUN |
Apr 23, 2024 Spouse | May 6, 2024 | NKE Nike, Inc. | Buy | 85.09estimated | $94.02 | $1,001 – $15,000 | 8220252 NIKE CLASS-B CMN |
Apr 23, 2024 Spouse | May 6, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 165.57estimated | $48.32 | $1,001 – $15,000 | 8220252 CISCO SYSTEMS, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | HD Home Depot, Inc. (The) | Buy | 23.6estimated | $339.00 | $1,001 – $15,000 | 8220252 THE HOME DEPOT, INC. CMN |
Apr 23, 2024 Member | May 6, 2024 | PANW Palo Alto Networks, Inc. | Buy | 54.52estimated | $146.75 | $1,001 – $15,000 | 8220252 P PALO ALTO NETWORKS INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — PUBUC STORAGE CMN | Buy | — | — | $1,001 – $15,000 | 8220252 PUBUC STORAGE CMN |
Apr 23, 2024 Spouse | May 6, 2024 | ROK Rockwell Automation, Inc. | Buy | 28.95estimated | $276.33 | $1,001 – $15,000 | 8220252 ROCKWELL AUTOMATION INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — ULTA BEALLY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220252 ULTA BEALLY INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | CDNS Cadence Design Systems, Inc. | Buy | 28.39estimated | $281.76 | $1,001 – $15,000 | 8220252 CADENCE DESIGN SYSTEMS INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | PAYX Paychex, Inc. | Buy | 65.78estimated | $121.62 | $1,001 – $15,000 | 8220252 PAYCHEX, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | CSGP CoStar Group, Inc. | Buy | 94.55estimated | $84.62 | $1,001 – $15,000 | 8220252 COSTAR GROUP, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — LINC | Buy | — | — | $1,001 – $15,000 | 8220252 LINC |
Apr 23, 2024 Spouse | May 6, 2024 | MRNA Moderna, Inc. | Buy | 74.15estimated | $107.89 | $1,001 – $15,000 | 8220252 MODERNA, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | UAL United Airlines Holdings, Inc. | Buy | 148.08estimated | $54.03 | $1,001 – $15,000 | 8220252 UNITED AIRLINES HOLDINGS INC CMN |
Apr 23, 2024 Member | May 6, 2024 | — TE CONNECTIVITY LID CMN | Buy | — | — | $1,001 – $15,000 | 8220252 TE CONNECTIVITY LID CMN |
Apr 23, 2024 Spouse | May 6, 2024 | TPR Tapestry, Inc. | Buy | 202.85estimated | $39.44 | $1,001 – $15,000 | 8220252 TAPESTRY, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | LVS Las Vegas Sands Corp. | Buy | 173.89estimated | $46.01 | $1,001 – $15,000 | 8220252 LAS VEGAS SANDS CORP. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | CTVA Corteva, Inc. Common Stock | Buy | 779.67estimated | $10.26 | $1,001 – $15,000 | 8220252 CORTEVA, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | DD DuPont de Nemours, Inc. | Buy | 87.58estimated | $91.35 | $1,001 – $15,000 | 8220252 DUPONT DE NEMOURS INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | VRSK Verisk Analytics, Inc. | Buy | 36estimated | $222.25 | $1,001 – $15,000 | 8220252 VERISK ANALYTICS, INC. CMN |
Apr 23, 2024 Member | May 6, 2024 | — P JUNIPER NETWORKS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220252 P JUNIPER NETWORKS, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | MGM MGM Resorts International | Buy | 186.71estimated | $42.85 | $1,001 – $15,000 | 8220252 MGM RESORTS INTERNATIONAL CMN |
Apr 23, 2024 Member | May 6, 2024 | FSLR First Solar, Inc. | Buy | 44.42estimated | $180.10 | $1,001 – $15,000 | 8220252 P FIRST SOLAR, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | BBY Best Buy Co., Inc. | Buy | 106.62estimated | $75.04 | $1,001 – $15,000 | 8220252 BEST BUY CO INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | KMX CarMax Inc | Buy | 114.8estimated | $69.69 | $1,001 – $15,000 | 8220252 CARMAX, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — VIC! PROPERTIES INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220252 VIC! PROPERTIES INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | KR Kroger Company (The) | Buy | 143.82estimated | $55.63 | $1,001 – $15,000 | 8220252 KROGER COMPANY CMN |
Apr 23, 2024 Spouse | May 6, 2024 | ENPH Enphase Energy, Inc. | Buy | 70.5estimated | $113.48 | $1,001 – $15,000 | 8220252 ENPHASE ENERGY, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — BANK Of AMERICA COAP CMN | Buy | — | — | $1,001 – $15,000 | 8220252 BANK Of AMERICA COAP CMN |
Apr 23, 2024 Spouse | May 6, 2024 | GIS General Mills, Inc. | Buy | 112.97estimated | $70.82 | $1,001 – $15,000 | 8220252 GENERAL MILLS INC CMN x |
Apr 23, 2024 Spouse | May 6, 2024 | WELL Welltower Inc. | Buy | 86.09estimated | $92.93 | $1,001 – $15,000 | 8220252 WELLTOWER, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — VERISIGN, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220252 VERISIGN, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | VLTO Veralto Corp Common Stock | Buy | 85.37estimated | $93.72 | $1,001 – $15,000 | 8220252 VERALTO CORPORATION CMN |
Apr 23, 2024 Spouse | May 6, 2024 | LOW Lowe's Companies, Inc. | Buy | 34.25estimated | $233.56 | $1,001 – $15,000 | 8220252 LOWES COMPANIES INC CMN |
Apr 23, 2024 Member | May 6, 2024 | MMM 3M Company | Buy | 86.03estimated | $93.00 | $1,001 – $15,000 | 8220252 P 3M COMPANY CMN |
Apr 23, 2024 Spouse | May 6, 2024 | APD Air Products and Chemicals, Inc. | Buy | 34.23estimated | $233.71 | $1,001 – $15,000 | 8220252 AIR PRODUCTS & CHEMICALS INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | LEN Lennar Corporation Class A | Buy | 53.47estimated | $149.62 | $1,001 – $15,000 | 8220252 LENNAR CORPORATION CMN |
Apr 23, 2024 Spouse | May 6, 2024 | EXR Extra Space Storage Inc | Buy | 60.03estimated | $133.28 | $1,001 – $15,000 | 8220252 EXTRA SPACE STORAGE INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | PLD Prologis, Inc. | Buy | 76.32estimated | $104.83 | $1,001 – $15,000 | 8220252 PROLOGIS INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | PAYC Paycom Software, Inc. | Buy | 42.54estimated | $188.09 | $1,001 – $15,000 | 8220252 PAYCOM SOFTWARE, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | GOOGL Alphabet Inc. Class A | Buy | 50.55estimated | $158.26 | $1,001 – $15,000 | 8220252 ALPHABET INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | IQV IQVIA Holdings, Inc. | Buy | 33.53estimated | $238.62 | $1,001 – $15,000 | 8220252 LIQVIA HOLDINGS INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8220252 QUALCOMM INC CMN |
Apr 23, 2024 Member | May 6, 2024 | BIIB Biogen Inc. | Buy | 41.41estimated | $193.18 | $1,001 – $15,000 | 8220252 BIOGEN INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | GPC Genuine Parts Company | Buy | 48.97estimated | $163.38 | $1,001 – $15,000 | 8220252 GENUINE PARTS CO. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | SNPS Synopsys, Inc. | Buy | 15.17estimated | $527.50 | $1,001 – $15,000 | 8220252 SYNOPSYS INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | ZTS Zoetis Inc. Class A | Buy | 53.49estimated | $149.56 | $1,001 – $15,000 | 8220252 IZOETIS INC. CMN |
Apr 23, 2024 Member | May 6, 2024 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220252 NEWMONT CORP CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — INVEING CAN | Buy | — | — | $1,001 – $15,000 | 8220252 INVEING CAN |
Apr 23, 2024 Spouse | May 6, 2024 | — TYLER TECHNOLOGIES, INC. CM | Buy | — | — | $1,001 – $15,000 | 8220252 TYLER TECHNOLOGIES, INC. CM |
Apr 23, 2024 Member | May 6, 2024 | ECL Ecolab Inc. | Buy | 36.42estimated | $219.66 | $1,001 – $15,000 | 8220252 P ECOLAB INC. CMN |
Apr 23, 2024 Member | May 6, 2024 | ADI Analog Devices, Inc. | Buy | 42.12estimated | $189.93 | $1,001 – $15,000 | 8220252 P ANALOG DEVICES, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — ANSYS, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220252 ANSYS, INC. CAN |
Apr 23, 2024 Spouse | May 6, 2024 | — GE VERNOVA LIC CMN | Buy | — | — | $1,001 – $15,000 | 8220252 GE VERNOVA LIC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | TMO Thermo Fisher Scientific Inc | Buy | 13.92estimated | $574.59 | $1,001 – $15,000 | 8220252 THERMO FISHER SCIENTIFIC INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — MICROSOFT COAPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220252 MICROSOFT COAPORATION CMN |
Apr 23, 2024 Spouse | May 6, 2024 | PFE Pfizer, Inc. | Buy | 303.97estimated | $26.32 | $1,001 – $15,000 | 8220252 PFIZER INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — CHIPOTLE MEXICAN GRILL, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220252 CHIPOTLE MEXICAN GRILL, INC. CMIN |
Apr 23, 2024 Spouse | May 6, 2024 | AZO AutoZone, Inc. | Buy | 2.7estimated | $2,961 | $1,001 – $15,000 | 8220252 AUTOZONE, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8220252 EQUINIX, INC. REIT |
Apr 23, 2024 Spouse | May 6, 2024 | FDX FedEx Corporation | Buy | 37.3estimated | $214.50 | $1,001 – $15,000 | 8220252 FEDEX CORPORATION CMN |
Apr 23, 2024 Member | May 6, 2024 | MS Morgan Stanley | Buy | 85.33estimated | $93.76 | $1,001 – $15,000 | 8220252 MORGAN STANLEY CMN |
Apr 23, 2024 Member | May 6, 2024 | AAPL Apple Inc. | Buy | 47.94estimated | $166.90 | $1,001 – $15,000 | 8220252 APPLE INC. CMN x |
Apr 23, 2024 Spouse | May 6, 2024 | TSLA Tesla, Inc. | Buy | 55.3estimated | $144.68 | $1,001 – $15,000 | 8220252 TESLA, INC. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | SBUX Starbucks Corporation | Buy | 91.05estimated | $87.87 | $1,001 – $15,000 | 8220252 STARBUCKS CORP. CMN |
Apr 23, 2024 Spouse | May 6, 2024 | INTC Intel Corporation | Buy | 233.39estimated | $34.28 | $1,001 – $15,000 | 8220252 INTEL CORPORATION CMN |
Apr 23, 2024 Spouse | May 6, 2024 | NOW ServiceNow, Inc. | Buy | 53.99estimated | $148.19 | $1,001 – $15,000 | 8220252 SERVICENOW INC CMN |
Apr 23, 2024 Spouse | May 6, 2024 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 8220252 A VOTING |
Apr 19, 2024 Spouse | May 6, 2024 | GM General Motors Company | Buy | 188.82estimated | $42.37 | $1,001 – $15,000 | 8220252 GENERAL MOTORS COMPANY CMN |
Apr 19, 2024 Dependent | May 6, 2024 | GM General Motors Company | Buy | 188.82estimated | $42.37 | $1,001 – $15,000 | 8220252 GENERAL MOTORS COMPANY CMN |
Apr 19, 2024 Dependent | May 6, 2024 | TXN Texas Instruments Incorporated | Buy | 50.1estimated | $159.68 | $1,001 – $15,000 | 8220252 TEXAS INSTRUMENTS INC. CMN |
Apr 19, 2024 Dependent | May 6, 2024 | SBUX Starbucks Corporation | Buy | 91.32estimated | $87.61 | $1,001 – $15,000 | 8220252 STARBUCKS CORP. CMN |
Apr 18, 2024 Dependent | May 6, 2024 | SBUX Starbucks Corporation | Buy | 91.8estimated | $87.15 | $1,001 – $15,000 | 8220252 STARBUCKS CORP. CMN |
Apr 18, 2024 Spouse | May 6, 2024 | MRSH Marsh | Buy | 39.66estimated | $201.73 | $1,001 – $15,000 | 8220252 MARSH & MCLENNAN CO INC CMN x |
Apr 18, 2024 Spouse | May 6, 2024 | MRSH Marsh | Buy | 39.66estimated | $201.73 | $1,001 – $15,000 | 8220252 MARSH & MCLENNAN CO INC CMN |
Apr 18, 2024 Member | May 6, 2024 | ABT Abbott Laboratories | Buy | 76estimated | $105.27 | $1,001 – $15,000 | 8220252 P _ ABBOTT LABORATORIES CMN |
Apr 18, 2024 Spouse | May 6, 2024 | SBUX Starbucks Corporation | Buy | 91.8estimated | $87.15 | $1,001 – $15,000 | 8220252 STARBUCKS CORP. CMN |
Apr 18, 2024 Dependent | May 6, 2024 | ABT Abbott Laboratories | Buy | 76estimated | $105.27 | $1,001 – $15,000 | 8220252 ABBOTT LABORATORIES CMN |
Apr 16, 2024 Spouse | May 6, 2024 | — LUSD x | Buy | — | — | $1,001 – $15,000 | 8220252 LUSD x |
Apr 16, 2024 Spouse | May 6, 2024 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220252 CORNING INCORPORATED CMN |
Apr 16, 2024 Dependent | May 6, 2024 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220252 CORNING INCORPORATED CMN |
Apr 15, 2024 Dependent | May 6, 2024 | TXN Texas Instruments Incorporated | Buy | 48.09estimated | $166.35 | $1,001 – $15,000 | 8220252 TEXAS INSTRUMENTS INC, CMN |
Apr 15, 2024 Spouse | May 6, 2024 | SYK Stryker Corporation | Buy | 23.59estimated | $339.13 | $1,001 – $15,000 | 8220252 STRYKER CORPORATION CMN |
Apr 15, 2024 Spouse | May 6, 2024 | TXN Texas Instruments Incorporated | Buy | 48.09estimated | $166.35 | $1,001 – $15,000 | 8220252 TEXAS INSTRUMENTS INC. CMN |
Apr 15, 2024 Dependent | May 6, 2024 | KEY KeyCorp | Buy | 554.44estimated | $14.43 | $1,001 – $15,000 | 8220252 KEYCORP CMN |
Apr 12, 2024 Spouse | May 6, 2024 | — SANOFI SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220252 SANOFI SPONSORED ADR CMN |
Apr 12, 2024 Spouse | May 6, 2024 | — BP P.L. C. SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220252 BP P.L. C. SPONSORED ADR CMN |
Apr 11, 2024 Spouse | May 6, 2024 | MU Micron Technology, Inc. | Buy | 62.74estimated | $127.51 | $1,001 – $15,000 | 8220252 MICRON TECHNOLOGY, INC. CMN |
Apr 11, 2024 Spouse | May 6, 2024 | NDAQ Nasdaq, Inc. | Buy | 126.87estimated | $63.06 | $1,001 – $15,000 | 8220252 NASDAQ INC. CMN |
Apr 10, 2024 Spouse | May 6, 2024 | NDAQ Nasdaq, Inc. | Buy | 126.97estimated | $63.01 | $1,001 – $15,000 | 8220252 NASDAQ INC. CMN |
Apr 10, 2024 Dependent | May 6, 2024 | PH Parker-Hannifin Corporation | Buy | 14.41estimated | $555.37 | $1,001 – $15,000 | 8220252 PARKER-HANNIFIN CORP. CMN |
Apr 9, 2024 Spouse | May 6, 2024 | NDAQ Nasdaq, Inc. | Buy | 125.87estimated | $63.56 | $1,001 – $15,000 | 8220252 NASDAQ INC. CMN |
Apr 5, 2024 Dependent | May 6, 2024 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220252 MC DONALDS CORP CMN |
Apr 5, 2024 Dependent | May 6, 2024 | NKE Nike, Inc. | Buy | 90.06estimated | $88.84 | $1,001 – $15,000 | 8220252 NIKE CLASS-B CMN |
Apr 5, 2024 Dependent | May 6, 2024 | MS Morgan Stanley | Buy | 86.52estimated | $92.47 | $1,001 – $15,000 | 8220252 MORGAN STANLEY CMN |
Apr 5, 2024 Dependent | May 6, 2024 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220252 DANAHER CORPORATION CMN |
Apr 5, 2024 Member | May 6, 2024 | NDAQ Nasdaq, Inc. | Buy | 128.96estimated | $62.04 | $1,001 – $15,000 | 8220252 NASDAQ INC. CMN |
Apr 4, 2024 Dependent | May 6, 2024 | SYY Sysco Corporation | Buy | 104.51estimated | $76.55 | $1,001 – $15,000 | 8220252 ISYSCO CORPORATION CMN |
Apr 4, 2024 Spouse | May 6, 2024 | SYY Sysco Corporation | Buy | 104.51estimated | $76.55 | $1,001 – $15,000 | 8220252 SYSCO CORPORATION CMN |
Apr 2, 2024 Spouse | May 6, 2024 | BAC Bank of America Corporation | Buy | 214.49estimated | $37.30 | $1,001 – $15,000 | 8220252 BANK OF AMERICA CORP CMN |
Apr 2, 2024 Member | May 6, 2024 | — C INASDAQ INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220252 C INASDAQ INC. CMN |
Apr 2, 2024 Member | May 6, 2024 | NDAQ Nasdaq, Inc. | Buy | 130.45estimated | $61.33 | $1,001 – $15,000 | 8220252 NASDAQ INC. CMN |
Apr 2, 2024 Dependent | May 6, 2024 | — Commitment | Buy | — | — | $1,001 – $15,000 | 8220252 Commitment |
Apr 1, 2024 Dependent | May 6, 2024 | — Commitment | Buy | — | — | $1,001 – $15,000 | 8220252 Commitment |
Mar 28, 2024 Spouse | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 126.79estimated | $63.10 | $1,001 – $15,000 | 8220192 NASDAQ INC. CMN |
Mar 27, 2024 Spouse | Apr 5, 2024 | — NASDAQ INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220192 NASDAQ INC. OMN |
Mar 27, 2024 Spouse | Apr 5, 2024 | PENN PENN Entertainment, Inc. | Buy | 437.19estimated | $18.30 | $1,001 – $15,000 | 8220192 PENN ENTERTAINMENT INC CMN |
Mar 26, 2024 Spouse | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 128.56estimated | $62.23 | $1,001 – $15,000 | 8220192 NASDAQ INC. CMN. * |
Mar 25, 2024 Dependent | Apr 5, 2024 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220192 CROWN CASTLE INTL CORP CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | FDS FactSet Research Systems Inc. | Buy | 17.99estimated | $444.73 | $1,001 – $15,000 | 8220192 FACTSET RESEARCH SYSTEMS INC CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | ENPH Enphase Energy, Inc. | Buy | 72.04estimated | $111.05 | $1,001 – $15,000 | 8220192 ENPHASE ENERGY, INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | — WHIRLPOOL CORP. CMN | Buy | — | — | $1,001 – $15,000 | 8220192 WHIRLPOOL CORP. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | — FIRST SOLAR, INC. MN | Buy | — | — | $1,001 – $15,000 | 8220192 FIRST SOLAR, INC. MN |
Mar 25, 2024 Dependent | Apr 5, 2024 | LVS Las Vegas Sands Corp. | Buy | 158.99estimated | $50.32 | $1,001 – $15,000 | 8220192 LAS VEGAS SANDS CORP. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | IDXX IDEXX Laboratories, Inc. | Buy | 15.1estimated | $529.71 | $1,001 – $15,000 | 8220192 IDEXX LABORATORIES CMN .x |
Mar 25, 2024 Dependent | Apr 5, 2024 | APTV Aptiv PLC Ordinary Shares | Buy | 116.76estimated | $68.52 | $1,001 – $15,000 | 8220192 APTIV PLC CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | PANW Palo Alto Networks, Inc. | Buy | 56.13estimated | $142.54 | $1,001 – $15,000 | 8220192 PALO ALTO NETWORKS INC. CMN |
Mar 25, 2024 Member | Apr 5, 2024 | ANET Arista Networks, Inc. | Receive | 104.75estimated | $76.38 | $1,001 – $15,000 | 8220192 ARISTA NETWORKS, INC. CMN |
Mar 25, 2024 Member | Apr 5, 2024 | KDP Keurig Dr Pepper Inc. | Buy | 262.48estimated | $30.48 | $1,001 – $15,000 | 8220192 KEURIG DR PEPPER INC CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | BIIB Biogen Inc. | Buy | 36.92estimated | $216.69 | $1,001 – $15,000 | 8220192 BIOGEN INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | LULU lululemon athletica inc. | Buy | 20.57estimated | $388.90 | $1,001 – $15,000 | 8220192 LULULEMON ATHLETICA INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | — APPLEINC. OMN | Buy | — | — | $1,001 – $15,000 | 8220192 APPLEINC. OMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | PLD Prologis, Inc. | Buy | 62.93estimated | $127.13 | $1,001 – $15,000 | 8220192 PROLOGIS INC CMN * |
Mar 25, 2024 Dependent | Apr 5, 2024 | SBUX Starbucks Corporation | Buy | 88.24estimated | $90.67 | $1,001 – $15,000 | 8220192 STARBUCKS CORP. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | MDLZ Mondelez International, Inc. Class A | Buy | 112.92estimated | $70.85 | $1,001 – $15,000 | 8220192 MONDELEZ INTERNATIONAL, INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | ZTS Zoetis Inc. Class A | Buy | 47.68estimated | $167.81 | $1,001 – $15,000 | 8220192 ZOETIS INC. CMN |
Mar 25, 2024 Member | Apr 5, 2024 | — LA VOTING | Buy | — | — | $1,001 – $15,000 | 8220192 LA VOTING |
Mar 25, 2024 Dependent | Apr 5, 2024 | NKE Nike, Inc. | Buy | 85.34estimated | $93.75 | $1,001 – $15,000 | 8220192 NIKE CLASS-B CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220192 PHILIP MORRIS INTL INC CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | KVUE Kenvue Inc. | Buy | 387.43estimated | $20.65 | $1,001 – $15,000 | 8220192 KENVUE INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220192 ICMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | — IVF CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220192 IVF CORP CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | WMT Walmart Inc. | Buy | 132.09estimated | $60.57 | $1,001 – $15,000 | 8220192 WALMART INC CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | VICI VICI Properties Inc. | Buy | 277.6estimated | $28.82 | $1,001 – $15,000 | 8220192 VICI PROPERTIES INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220192 NEWMONT CORP CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | ROP Roper Technologies, Inc. | Buy | 14.52estimated | $550.94 | $1,001 – $15,000 | 8220192 ROPER TECHNOLOGIES INC CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | HRL Hormel Foods Corporation | Buy | 233.8estimated | $34.22 | $1,001 – $15,000 | 8220192 HORMEL FOODS CORPORATION CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | — VERISIGN, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220192 VERISIGN, INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | INCY Incyte Corp. | Buy | 139.19estimated | $57.48 | $1,001 – $15,000 | 8220192 INCYTE CORPORATION CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | SNPS Synopsys, Inc. | Buy | 13.69estimated | $584.32 | $1,001 – $15,000 | 8220192 SYNOPSYS INC. CMN x |
Mar 25, 2024 Dependent | Apr 5, 2024 | HSY The Hershey Company | Buy | 41.61estimated | $192.26 | $1,001 – $15,000 | 8220192 THE HERSHEY COMPANY CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | — TAX COMPANIES IN NEW) CMN | Buy | — | — | $1,001 – $15,000 | 8220192 TAX COMPANIES IN NEW) CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | PFE Pfizer, Inc. | Buy | 291.67estimated | $27.43 | $1,001 – $15,000 | 8220192 PFIZER INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | — AON PUBUC LIMITED COMPANY CMN * | Buy | — | — | $1,001 – $15,000 | 8220192 AON PUBUC LIMITED COMPANY CMN * |
Mar 25, 2024 Dependent | Apr 5, 2024 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220192 ANSYS, INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | SMCI Super Micro Computer, Inc. | Buy | 76.72estimated | $104.28 | $1,001 – $15,000 | 8220192 SUPER MICRO COMPUTER, INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | HUM Humana Inc. | Buy | 23.05estimated | $347.09 | $1,001 – $15,000 | 8220192 HUMANA INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | APD Air Products and Chemicals, Inc. | Buy | 33.68estimated | $237.56 | $1,001 – $15,000 | 8220192 AIR PRODUCTS & CHEMICALS INC CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | PEP PepsiCo, Inc. | Buy | 46.35estimated | $172.60 | $1,001 – $15,000 | 8220192 PEPSICO, INC. CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | JNJ Johnson & Johnson | Buy | 51.54estimated | $155.22 | $1,001 – $15,000 | 8220192 JOHNSON &JOHNSON CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | KO Coca-Cola Company (The) | Buy | 132.46estimated | $60.40 | $1,001 – $15,000 | 8220192 COCA-COLA COMPANY (THE) CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | GILD Gilead Sciences, Inc. | Buy | 110.23estimated | $72.58 | $1,001 – $15,000 | 8220192 GILEAD SCIENCES CMN |
Mar 25, 2024 Dependent | Apr 5, 2024 | TSLA Tesla, Inc. | Buy | 46.34estimated | $172.63 | $1,001 – $15,000 | 8220192 TESLA, INC. CMN |
Mar 25, 2024 Spouse | Apr 5, 2024 | SYY Sysco Corporation | Buy | 98.92estimated | $80.88 | $1,001 – $15,000 | 8220192 SYSCO CORPORATION CMN |
Mar 22, 2024 Dependent | Apr 5, 2024 | NVR NVR, Inc. | Receive | 1estimated | $7,972 | $1,001 – $15,000 | 8220192 NVR INC CMN |
Mar 22, 2024 Dependent | Apr 5, 2024 | EXR Extra Space Storage Inc | Buy | 56.6estimated | $141.36 | $1,001 – $15,000 | 8220192 EXTRA SPACE STORAGE INC. CMN |
Mar 22, 2024 Spouse | Apr 5, 2024 | EXR Extra Space Storage Inc | Buy | 56.6estimated | $141.36 | $1,001 – $15,000 | 8220192 EXTRA SPACE STORAGE INC. CMN |
Mar 22, 2024 Spouse | Apr 5, 2024 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220192 CORNING INCORPORATED CMN |
Mar 21, 2024 Member | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 129.37estimated | $61.84 | $1,001 – $15,000 | 8220192 NASDAQ INC. CMN |
Mar 21, 2024 Member | Apr 5, 2024 | BWA BorgWarner Inc. | Buy | 239.54estimated | $33.40 | $1,001 – $15,000 | 8220192 P BORGWARNER INC. CMN |
Mar 21, 2024 Spouse | Apr 5, 2024 | KKR KKR & Co. Inc. | Buy | 78.71estimated | $101.64 | $1,001 – $15,000 | 8220192 KKR & CO. INC. CMN |
Mar 21, 2024 Dependent | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 129.37estimated | $61.84 | $1,001 – $15,000 | 8220192 NASDAQ INC. CMN |
Mar 21, 2024 Dependent | Apr 5, 2024 | BWA BorgWarner Inc. | Buy | 239.54estimated | $33.40 | $1,001 – $15,000 | 8220192 BORGWARNER INC. CMN |
Mar 21, 2024 Spouse | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 129.37estimated | $61.84 | $1,001 – $15,000 | 8220192 NASDAQ INC. CMN |
Mar 20, 2024 Member | Apr 5, 2024 | FICO Fair Isaac Corporation | Buy | 6.42estimated | $1,245 | $1,001 – $15,000 | 8220192 P FAIR ISAAC INC CMN |
Mar 20, 2024 Member | Apr 5, 2024 | — POOL CORD CMN | Buy | — | — | $1,001 – $15,000 | 8220192 POOL CORD CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | FTNT Fortinet, Inc. | Buy | 117.88estimated | $67.87 | $1,001 – $15,000 | 8220192 FORTINET, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | PEP PepsiCo, Inc. | Buy | 46.55estimated | $171.86 | $1,001 – $15,000 | 8220192 PEPSICO, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | SMCI Super Micro Computer, Inc. | Buy | 89.24estimated | $89.65 | $1,001 – $15,000 | 8220192 SUPER MICRO COMPUTER, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — LR0008862868 | Buy | — | — | $1,001 – $15,000 | 8220192 LR0008862868 |
Mar 20, 2024 Spouse | Apr 5, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 161.46estimated | $49.55 | $1,001 – $15,000 | 8220192 CISCO SYSTEMS, INC. CMN * |
Mar 20, 2024 Spouse | Apr 5, 2024 | MO Altria Group, Inc. | Buy | 178.62estimated | $44.79 | $1,001 – $15,000 | 8220192 ALTRIA GROUP, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | APD Air Products and Chemicals, Inc. | Buy | 33.48estimated | $238.95 | $1,001 – $15,000 | 8220192 AIR PRODUCTS & CHEMICALS INC CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | TXN Texas Instruments Incorporated | Buy | 47.07estimated | $169.98 | $1,001 – $15,000 | 8220192 TEXAS INSTRUMENTS INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | ADSK Autodesk, Inc. | Buy | 30.49estimated | $262.43 | $1,001 – $15,000 | 8220192 AUTODESK, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | PH Parker-Hannifin Corporation | Buy | 14.64estimated | $546.46 | $1,001 – $15,000 | 8220192 PARKER-HANNIFIN CORP. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | AVGO Broadcom Inc. | Buy | 62.7estimated | $127.60 | $1,001 – $15,000 | 8220192 BROADCOM INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | ZTS Zoetis Inc. Class A | Buy | 46.79estimated | $170.99 | $1,001 – $15,000 | 8220192 ZOETIS INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | CHD Church & Dwight Company, Inc. | Buy | 77.67estimated | $103.01 | $1,001 – $15,000 | 8220192 CHURCH & DWIGHT CO., INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | MDLZ Mondelez International, Inc. Class A | Buy | 111.32estimated | $71.87 | $1,001 – $15,000 | 8220192 MONDELEZ INTERNATIONAL, INC. CMN |
Mar 20, 2024 Member | Apr 5, 2024 | BAC Bank of America Corporation | Buy | 217.7estimated | $36.75 | $1,001 – $15,000 | 8220192 P BANK OF AMERICA CORP CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | F Ford Motor Company | Buy | 620.19estimated | $12.90 | $1,001 – $15,000 | 8220192 FORD MOTOR COMPANY CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | MSFT Microsoft Corporation | Buy | 18.81estimated | $425.23 | $1,001 – $15,000 | 8220192 MICROSOFT CORPORATION CMN |
Mar 20, 2024 Member | Apr 5, 2024 | AMAT Applied Materials, Inc. | Buy | 39.02estimated | $205.06 | $1,001 – $15,000 | 8220192 APPLIED MATERIALS INC CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | BKNG Booking Holdings Inc. | Buy | 55.89estimated | $143.14 | $1,001 – $15,000 | 8220192 BOOKING HOLDINGS INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — NASDAQINC. CMN | Buy | — | — | $1,001 – $15,000 | 8220192 NASDAQINC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — CATED ARE SERIE IN ASS B | Buy | — | — | $1,001 – $15,000 | 8220192 CATED ARE SERIE IN ASS B |
Mar 20, 2024 Spouse | Apr 5, 2024 | CRM Salesforce, Inc. | Buy | 26.14estimated | $306.08 | $1,001 – $15,000 | 8220192 SALESFORCE INC CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | PFE Pfizer, Inc. | Buy | 288.83estimated | $27.70 | $1,001 – $15,000 | 8220192 PFIZER INC. CMN |
Mar 20, 2024 Member | Apr 5, 2024 | JNJ Johnson & Johnson | Buy | 51.36estimated | $155.76 | $1,001 – $15,000 | 8220192 JOHNSON & JOHNSON CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — DOLLAR TREE STORES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220192 DOLLAR TREE STORES, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — KEURIG DR PEPPER INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220192 KEURIG DR PEPPER INC CMIN |
Mar 20, 2024 Spouse | Apr 5, 2024 | VICI VICI Properties Inc. | Buy | 277.6estimated | $28.82 | $1,001 – $15,000 | 8220192 VICI PROPERTIES INC. CMN * |
Mar 20, 2024 Spouse | Apr 5, 2024 | ENPH Enphase Energy, Inc. | Buy | 70.37estimated | $113.70 | $1,001 – $15,000 | 8220192 ENPHASE ENERGY, INC. CMN * |
Mar 20, 2024 Spouse | Apr 5, 2024 | LVS Las Vegas Sands Corp. | Buy | 158.21estimated | $50.57 | $1,001 – $15,000 | 8220192 LAS VEGAS SANDS CORP. CMN * |
Mar 20, 2024 Spouse | Apr 5, 2024 | MRNA Moderna, Inc. | Buy | 77.61estimated | $103.08 | $1,001 – $15,000 | 8220192 MODERNA, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | BIIB Biogen Inc. | Buy | 36.67estimated | $218.15 | $1,001 – $15,000 | 8220192 BIOGEN INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | KHC The Kraft Heinz Company | Buy | 226.32estimated | $35.35 | $1,001 – $15,000 | 8220192 THE KRAFT HEINZ CO CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | MCK McKesson Corporation | Buy | 15.07estimated | $530.75 | $1,001 – $15,000 | 8220192 MCKESSON CORPORATION CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — IMC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220192 IMC DONALDS CORP CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | AAPL Apple Inc. | Buy | 44.78estimated | $178.67 | $1,001 – $15,000 | 8220192 APPLE INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | MS Morgan Stanley | Buy | 87.58estimated | $91.35 | $1,001 – $15,000 | 8220192 MORGAN STANLEY CMN |
Mar 20, 2024 Member | Apr 5, 2024 | SBUX Starbucks Corporation | Buy | 86.4estimated | $92.60 | $1,001 – $15,000 | 8220192 P STARBUCKS CORP. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | NOW ServiceNow, Inc. | Buy | 52.12estimated | $153.51 | $1,001 – $15,000 | 8220192 SERVICENOW INC CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | TSLA Tesla, Inc. | Buy | 45.55estimated | $175.66 | $1,001 – $15,000 | 8220192 TESLA, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — A VOTING * | Buy | — | — | $1,001 – $15,000 | 8220192 A VOTING * |
Mar 20, 2024 Spouse | Apr 5, 2024 | — LIBER TECHNOLDGIES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220192 LIBER TECHNOLDGIES, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | URI United Rentals, Inc. | Buy | 11.28estimated | $709.33 | $1,001 – $15,000 | 8220192 UNITED RENTALS, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | ADBE Adobe Inc. | Buy | 15.41estimated | $519.14 | $1,001 – $15,000 | 8220192 ADOBE INC CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | KMB Kimberly-Clark Corporation | Buy | 64.3estimated | $124.42 | $1,001 – $15,000 | 8220192 KIMBERLY-CLARK CORPORATION CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220192 PHILIP MORRIS INTL INC CMN |
Mar 20, 2024 Member | Apr 5, 2024 | — INTUITIVE SURGICAL, INC. CVIN | Buy | — | — | $1,001 – $15,000 | 8220192 INTUITIVE SURGICAL, INC. CVIN |
Mar 20, 2024 Spouse | Apr 5, 2024 | WST West Pharmaceutical Services, Inc. | Buy | 20.3estimated | $394.10 | $1,001 – $15,000 | 8220192 WEST PHARMACEUTICAL SERVICES INC |
Mar 20, 2024 Spouse | Apr 5, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220192 CLASSA |
Mar 20, 2024 Spouse | Apr 5, 2024 | JBL Jabil Inc. | Buy | 63.05estimated | $126.90 | $1,001 – $15,000 | 8220192 JABIL INC CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — WYNN RESORTS, LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8220192 WYNN RESORTS, LIMITED CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | NKE Nike, Inc. | Buy | 79.79estimated | $100.27 | $1,001 – $15,000 | 8220192 NIKE CLASS-B CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — CLOROX CO (THE) (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220192 CLOROX CO (THE) (DELAWARE) CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | CPRT Copart, Inc. (DE) | Buy | 140.61estimated | $56.90 | $1,001 – $15,000 | 8220192 COPART, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — WARNER BROS DISCOVERY ING CMN | Buy | — | — | $1,001 – $15,000 | 8220192 WARNER BROS DISCOVERY ING CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — PARAMOUNT GLOBAL CMN | Buy | — | — | $1,001 – $15,000 | 8220192 PARAMOUNT GLOBAL CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | WMT Walmart Inc. | Buy | 130.62estimated | $61.25 | $1,001 – $15,000 | 8220192 WALMART INC CMN |
Mar 20, 2024 Member | Apr 5, 2024 | LW Lamb Weston Holdings, Inc. Common Stock | Buy | 77.54estimated | $103.18 | $1,001 – $15,000 | 8220192 LAMB WESTON HOLDINGS, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | LRCX Lam Research Corporation | Buy | 84.3estimated | $94.91 | $1,001 – $15,000 | 8220192 LAM RESEARCH CORPORATION CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | LULU lululemon athletica inc. | Buy | 17.06estimated | $469.05 | $1,001 – $15,000 | 8220192 LULULEMON ATHLETICA INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | KVUE Kenvue Inc. | Buy | 391.99estimated | $20.41 | $1,001 – $15,000 | 8220192 KENVUE INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — D.R. HORTON, INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220192 D.R. HORTON, INC, CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | CCL Carnival Corporation Ltd. Common Shares | Buy | 474.81estimated | $16.85 | $1,001 – $15,000 | 8220192 CARNIVAL CORPORATION CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | NXPI NXP Semiconductors N.V. | Buy | 33.16estimated | $241.27 | $1,001 – $15,000 | 8220192 NXP SEMICONDUCTORS N.V. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — APTIV PIC CMN | Buy | — | — | $1,001 – $15,000 | 8220192 APTIV PIC CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | CZR Caesars Entertainment, Inc. | Buy | 191.67estimated | $41.74 | $1,001 – $15,000 | 8220192 CAESARS ENTERTAINMENT INC CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | MU Micron Technology, Inc. | Buy | 83.12estimated | $96.25 | $1,001 – $15,000 | 8220192 MICRON TECHNOLOGY, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | PCAR PACCAR Inc. | Buy | 65.87estimated | $121.45 | $1,001 – $15,000 | 8220192 PACCAR INC CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220192 CLASSA |
Mar 20, 2024 Spouse | Apr 5, 2024 | ABNB Airbnb, Inc. Class A | Buy | 48.57estimated | $164.71 | $1,001 – $15,000 | 8220192 AIRBNB, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | PPG PPG Industries, Inc. | Buy | 56.24estimated | $142.26 | $1,001 – $15,000 | 8220192 PPG INDUSTRIES, INC. CMN x |
Mar 20, 2024 Spouse | Apr 5, 2024 | HSY The Hershey Company | Buy | 40.4estimated | $198.03 | $1,001 – $15,000 | 8220192 THE HERSHEY COMPANY CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220192 ANSYS, INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | HUM Humana Inc. | Buy | 22.98estimated | $348.19 | $1,001 – $15,000 | 8220192 HUMANA INC. CMN |
Mar 20, 2024 Spouse | Apr 5, 2024 | PENN PENN Entertainment, Inc. | Buy | 448.71estimated | $17.83 | $1,001 – $15,000 | 8220192 PENN ENTERTAINMENT INC CMN * |
Mar 20, 2024 Spouse | Apr 5, 2024 | PANW Palo Alto Networks, Inc. | Buy | 56.73estimated | $141.03 | $1,001 – $15,000 | 8220192 PALO ALTO NETWORKS INC. CMN |
Mar 20, 2024 Dependent | Apr 5, 2024 | — IN VR INC CMN | Receive | — | — | $1,001 – $15,000 | 8220192 IN VR INC CMN |
Mar 19, 2024 Spouse | Apr 5, 2024 | GM General Motors Company | Buy | 192.74estimated | $41.51 | $1,001 – $15,000 | 8220192 GENERAL MOTORS COMPANY CMN |
Mar 19, 2024 Spouse | Apr 5, 2024 | PENN PENN Entertainment, Inc. | Buy | 457.17estimated | $17.50 | $1,001 – $15,000 | 8220192 PENN ENTERTAINMENT INC CMN |
Mar 18, 2024 Spouse | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 132.7estimated | $60.29 | $1,001 – $15,000 | 8220192 NASDAQ INC. CMN |
Mar 18, 2024 Spouse | Apr 5, 2024 | BWA BorgWarner Inc. | Buy | 249.47estimated | $32.07 | $1,001 – $15,000 | 8220192 BORGWARNER INC. CMN |
Mar 18, 2024 Dependent | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 132.7estimated | $60.29 | $1,001 – $15,000 | 8220192 NASDAQ INC. CMN |
Mar 18, 2024 Dependent | Apr 5, 2024 | BWA BorgWarner Inc. | Buy | 249.47estimated | $32.07 | $1,001 – $15,000 | 8220192 BORGWARNER INC. CMN |
Mar 15, 2024 Member | Apr 5, 2024 | — SE NASDAQ INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220192 SE NASDAQ INC. CMIN |
Mar 15, 2024 Dependent | Apr 5, 2024 | PEP PepsiCo, Inc. | Buy | 48.59estimated | $164.66 | $1,001 – $15,000 | 8220192 PEPSICO, INC. CMN |
Mar 15, 2024 Spouse | Apr 5, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220192 BERKSHIRE HATHAWAY INC CLASS B |
Mar 15, 2024 Spouse | Apr 5, 2024 | MU Micron Technology, Inc. | Buy | 85.8estimated | $93.25 | $1,001 – $15,000 | 8220192 MICRON TECHNOLOGY, INC. CMN |
Mar 15, 2024 Member | Apr 5, 2024 | PENN PENN Entertainment, Inc. | Buy | 453.54estimated | $17.64 | $1,001 – $15,000 | 8220192 P PENN ENTERTAINMENT INC CMN |
Mar 12, 2024 Dependent | Apr 5, 2024 | — Booking Holdings Ine Com | Buy | — | — | $1,001 – $15,000 | 8220192 Booking Holdings Ine Com |
Mar 12, 2024 Spouse | Apr 5, 2024 | BWA BorgWarner Inc. | Buy | 245.87estimated | $32.54 | $1,001 – $15,000 | 8220192 BORGWARNER INC. CMN |
Mar 12, 2024 Dependent | Apr 5, 2024 | BWA BorgWarner Inc. | Buy | 245.87estimated | $32.54 | $1,001 – $15,000 | 8220192 BORGWARNER INC. CMN |
Mar 8, 2024 Member | Apr 5, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220192 ICMN |
Mar 8, 2024 Member | Apr 5, 2024 | — (STMICHOELECTRONICS NV ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220192 (STMICHOELECTRONICS NV ADR CMN |
Mar 8, 2024 Spouse | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 133.32estimated | $60.01 | $1,001 – $15,000 | 8220192 NASDAQ INC. CMN * |
Mar 8, 2024 Dependent | Apr 5, 2024 | LEA Lear Corporation | Buy | 57.02estimated | $140.30 | $1,001 – $15,000 | 8220192 LEAR CORPORATION CMN |
Mar 8, 2024 Dependent | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 133.32estimated | $60.01 | $1,001 – $15,000 | 8220192 NASDAQ INC. CMN |
Mar 8, 2024 Spouse | Apr 5, 2024 | BWA BorgWarner Inc. | Buy | 249.7estimated | $32.04 | $1,001 – $15,000 | 8220192 BORGWARNER INC. CMN |
Mar 8, 2024 Spouse | Apr 5, 2024 | — BP P.L.C. SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220192 BP P.L.C. SPONSORED ADR CMN |
Mar 8, 2024 Dependent | Apr 5, 2024 | BWA BorgWarner Inc. | Buy | 249.7estimated | $32.04 | $1,001 – $15,000 | 8220192 BORGWARNER INC. CMN |
Mar 8, 2024 Member | Apr 5, 2024 | — P ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220192 P ADR CMN |
Mar 7, 2024 Spouse | Apr 5, 2024 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220192 CORNING INCORPORATED CMN |
Mar 7, 2024 Spouse | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 135.3estimated | $59.13 | $1,001 – $15,000 | 8220192 NASDAQ INC. CMN |
Mar 6, 2024 Member | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 138.2estimated | $57.89 | $1,001 – $15,000 | 8220192 P NASDAQ INC. CMN |
Mar 6, 2024 Dependent | Apr 5, 2024 | NDAQ Nasdaq, Inc. | Buy | 138.2estimated | $57.89 | $1,001 – $15,000 | 8220192 NASDAQ. INC. CMN |
Mar 5, 2024 Spouse | Apr 5, 2024 | PENN PENN Entertainment, Inc. | Buy | 456.39estimated | $17.53 | $1,001 – $15,000 | 8220192 PENN ENTERTAINMENT INC CMN |
Mar 1, 2024 Dependent | Apr 5, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 165.3estimated | $48.40 | $1,001 – $15,000 | 8220192 CISCO SYSTEMS, INC. CMN |
Mar 1, 2024 Dependent | Apr 5, 2024 | ISRG Intuitive Surgical, Inc. | Buy | 20.11estimated | $397.90 | $1,001 – $15,000 | 8220192 INTUITIVE SURGICAL, INC. CMN |
Mar 1, 2024 Dependent | Apr 5, 2024 | MRVL Marvell Technology, Inc. | Buy | 103.09estimated | $77.61 | $1,001 – $15,000 | 8220192 MARVELL TECHNOLOGY, INC. CMN |
Mar 1, 2024 Spouse | Apr 5, 2024 | PENN PENN Entertainment, Inc. | Buy | 432.46estimated | $18.50 | $1,001 – $15,000 | 8220192 PENN ENTERTAINMENT INC CMN |
Mar 1, 2024 Dependent | Apr 5, 2024 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 21estimated | $380.99 | $1,001 – $15,000 | 8220192 ACCENTURE PLC CMN |
Feb 28, 2024 Spouse | Mar 6, 2024 | — PENH ENTERTAINMENT INC CMN | Buy | — | — | $1,001 – $15,000 | 8220173 PENH ENTERTAINMENT INC CMN |
Feb 27, 2024 Spouse | Mar 6, 2024 | — jCMIN | Buy | — | — | $1,001 – $15,000 | 8220173 jCMIN |
Feb 27, 2024 Spouse | Mar 6, 2024 | — PENN ENTERTAINMENT INC OMN | Buy | — | — | $1,001 – $15,000 | 8220173 PENN ENTERTAINMENT INC OMN |
Feb 27, 2024 Spouse | Mar 6, 2024 | CRI Carter's, Inc. | Buy | 99.32estimated | $80.55 | $1,001 – $15,000 | 8220173 CARTERS, INC CMN |
Feb 26, 2024 Spouse | Mar 6, 2024 | — KEYCDRP CMN x | Buy | — | — | $1,001 – $15,000 | 8220173 KEYCDRP CMN x |
Feb 23, 2024 Member | Mar 6, 2024 | — P ABBVIE INC OMN | Buy | — | — | $1,001 – $15,000 | 8220173 P ABBVIE INC OMN |
Feb 23, 2024 Spouse | Mar 6, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 61.8estimated | $129.45 | $1,001 – $15,000 | 8220173 MERCK & CO, INC CMN |
Feb 23, 2024 Dependent | Mar 6, 2024 | CARR Carrier Global Corporation Common Stock | Buy | 147.61estimated | $54.20 | $1,001 – $15,000 | 8220173 CARRIER GLOBAL CORPORATION CMN |
Feb 23, 2024 Member | Mar 6, 2024 | TSLA Tesla, Inc. | Buy | 41.68estimated | $191.97 | $1,001 – $15,000 | 8220173 TESLA, INC. CMN |
Feb 23, 2024 Dependent | Mar 6, 2024 | LVS Las Vegas Sands Corp. | Buy | 146.13estimated | $54.75 | $1,001 – $15,000 | 8220173 LAS VEGAS SANDS CORP. CMN |
Feb 23, 2024 Dependent | Mar 6, 2024 | ADI Analog Devices, Inc. | Buy | 42.08estimated | $190.11 | $1,001 – $15,000 | 8220173 ANALOG DEVICES, INC. CMN |
Feb 23, 2024 Dependent | Mar 6, 2024 | — MASSA | Buy | — | — | $1,001 – $15,000 | 8220173 MASSA |
Feb 23, 2024 Spouse | Mar 6, 2024 | SYY Sysco Corporation | Buy | 98.99estimated | $80.82 | $1,001 – $15,000 | 8220173 SYSCO CORPORATION CMN |
Feb 23, 2024 Member | Mar 6, 2024 | — KIMBENLY-CLARK CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220173 KIMBENLY-CLARK CORPORATION CMN |
Feb 23, 2024 Spouse | Mar 6, 2024 | — CARTER'S, INC. OMN | Receive | — | — | $1,001 – $15,000 | 8220173 CARTER'S, INC. OMN |
Feb 23, 2024 Spouse | Mar 6, 2024 | — BEAKSHIRE HATHAWAY INC. CLASS B | Receive | — | — | $1,001 – $15,000 | 8220173 BEAKSHIRE HATHAWAY INC. CLASS B |
Feb 23, 2024 Member | Mar 6, 2024 | — ALL CO CAN | Receive | — | — | $1,001 – $15,000 | 8220173 ALL CO CAN |
Feb 22, 2024 Dependent | Mar 6, 2024 | — SYSDO CORPORATION CMN * | Buy | — | — | $1,001 – $15,000 | 8220173 SYSDO CORPORATION CMN * |
Feb 22, 2024 Dependent | Mar 6, 2024 | — DUPONT DE NEMOURS INC OVIN | Buy | — | — | $1,001 – $15,000 | 8220173 DUPONT DE NEMOURS INC OVIN |
Feb 22, 2024 Dependent | Mar 6, 2024 | — CMIN | Buy | — | — | $1,001 – $15,000 | 8220173 CMIN |
Feb 22, 2024 Member | Mar 6, 2024 | SYY Sysco Corporation | Buy | 99.46estimated | $80.44 | $1,001 – $15,000 | 8220173 SYSCO CORPORATION CMN x |
Feb 21, 2024 Member | Mar 6, 2024 | — INTLFLAVORS & FRAGRANCE CMM | Buy | — | — | $1,001 – $15,000 | 8220173 INTLFLAVORS & FRAGRANCE CMM |
Feb 21, 2024 Spouse | Mar 6, 2024 | — ARCADIUM LITHIUM PLC OMN | Buy | — | — | $1,001 – $15,000 | 8220173 ARCADIUM LITHIUM PLC OMN |
Feb 20, 2024 Dependent | Mar 6, 2024 | GM General Motors Company | Buy | 205.09estimated | $39.01 | $1,001 – $15,000 | 8220173 GENERAL MOTORS COMPANY CMN |
Feb 19, 2024 Spouse | Mar 6, 2024 | NVDA NVIDIA Corporation | Receive | 110.18estimated | $72.61 | $1,001 – $15,000 | 8220173 NVIDIA CORPORATION CMN * |
Feb 16, 2024 Member | Mar 6, 2024 | — PENN ENTERTAINMENT INC OMN | Buy | — | — | $1,001 – $15,000 | 8220173 PENN ENTERTAINMENT INC OMN |
Feb 16, 2024 Spouse | Mar 6, 2024 | — ARCADIUM LITHIUM PLC CMN | Buy | — | — | $1,001 – $15,000 | 8220173 ARCADIUM LITHIUM PLC CMN |
Feb 15, 2024 Spouse | Mar 6, 2024 | PENN PENN Entertainment, Inc. | Buy | 412.72estimated | $19.39 | $1,001 – $15,000 | 8220173 PENN ENTERTAINMENT INC CMN |
Feb 15, 2024 Dependent | Mar 6, 2024 | EXR Extra Space Storage Inc | Buy | 56.43estimated | $141.77 | $1,001 – $15,000 | 8220173 EXTRA SPACE STORAGE INC. CMN |
Feb 15, 2024 Spouse | Mar 6, 2024 | EXR Extra Space Storage Inc | Buy | 56.43estimated | $141.77 | $1,001 – $15,000 | 8220173 EXTRA SPACE STORAGE INC. CMN |
Feb 15, 2024 Dependent | Mar 6, 2024 | PENN PENN Entertainment, Inc. | Buy | 412.72estimated | $19.39 | $1,001 – $15,000 | 8220173 PENN ENTERTAINMENT INC CMN |
Feb 15, 2024 Dependent | Mar 6, 2024 | — KKR & OD. INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220173 KKR & OD. INC, CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | ADBE Adobe Inc. | Buy | 13.29estimated | $601.89 | $1,001 – $15,000 | 8220173 ADOBE INC CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — THERMO FISHER SCIENTIFIC INC OVEN | Buy | — | — | $1,001 – $15,000 | 8220173 THERMO FISHER SCIENTIFIC INC OVEN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — METTLER-TOLEDO INTL CMN | Buy | — | — | $1,001 – $15,000 | 8220173 METTLER-TOLEDO INTL CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — COMTEVA. INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220173 COMTEVA. INC. OMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — (OMN | Buy | — | — | $1,001 – $15,000 | 8220173 (OMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — AON PUBLIC UMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220173 AON PUBLIC UMITED COMPANY CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | GOOGL Alphabet Inc. Class A | Buy | 55.12estimated | $145.14 | $1,001 – $15,000 | 8220173 ALPHABET INC. CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | SPGI S&P Global Inc. | Buy | 19.3estimated | $414.51 | $1,001 – $15,000 | 8220173 E&P GLOBAL INC. CMN * |
Feb 13, 2024 Spouse | Mar 6, 2024 | — WALT DISNEY COMPANY (THE OMN | Buy | — | — | $1,001 – $15,000 | 8220173 WALT DISNEY COMPANY (THE OMN |
Feb 13, 2024 Member | Mar 6, 2024 | — P. NUKE CLASS-B CMN | Buy | — | — | $1,001 – $15,000 | 8220173 P. NUKE CLASS-B CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 161.17estimated | $49.64 | $1,001 – $15,000 | 8220173 CISCO SYSTEMS, INC. CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — ELASS A | Buy | — | — | $1,001 – $15,000 | 8220173 ELASS A |
Feb 13, 2024 Member | Mar 6, 2024 | — PEPSIDO, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220173 PEPSIDO, INC. OMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | CCK Crown Holdings, Inc. | Buy | 108.81estimated | $73.53 | $1,001 – $15,000 | 8220173 CROWN HOLDINGS INC CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — BUNGE GLOBAL SA CAN * | Buy | — | — | $1,001 – $15,000 | 8220173 BUNGE GLOBAL SA CAN * |
Feb 13, 2024 Dependent | Mar 6, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220173 ICMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220173 WARNER BROS DISCOVERY INC CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | WELL Welltower Inc. | Buy | 91.68estimated | $87.27 | $1,001 – $15,000 | 8220173 WELLTOWER, INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | BWA BorgWarner Inc. | Buy | 257.67estimated | $31.05 | $1,001 – $15,000 | 8220173 BORGWARNER INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — VICI PROPERTIES INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220173 VICI PROPERTIES INC. CMIN |
Feb 13, 2024 Dependent | Mar 6, 2024 | HPQ HP Inc. | Buy | 284.31estimated | $28.14 | $1,001 – $15,000 | 8220173 HP INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — PARAMOUNT GLOBAL CMN | Buy | — | — | $1,001 – $15,000 | 8220173 PARAMOUNT GLOBAL CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — KELLANOVA CMN | Buy | — | — | $1,001 – $15,000 | 8220173 KELLANOVA CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | CAH Cardinal Health, Inc. | Buy | 76.66estimated | $104.36 | $1,001 – $15,000 | 8220173 CARDINAL HEALTH, INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — SNAP-ON INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220173 SNAP-ON INC CMIN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — FLEETCOR TECHNOLOGIES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220173 FLEETCOR TECHNOLOGIES, INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | ROK Rockwell Automation, Inc. | Buy | 28.74estimated | $278.38 | $1,001 – $15,000 | 8220173 ROCKWELL AUTOMATION INC CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — INCMN * | Buy | — | — | $1,001 – $15,000 | 8220173 INCMN * |
Feb 13, 2024 Dependent | Mar 6, 2024 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220173 NEWMONT CORP CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — JUNIPER NETWORKS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220173 JUNIPER NETWORKS, INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | KR Kroger Company (The) | Buy | 175.57estimated | $45.57 | $1,001 – $15,000 | 8220173 KROGER COMPANY CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | HUM Humana Inc. | Buy | 21.95estimated | $364.48 | $1,001 – $15,000 | 8220173 HUMANA INC CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | APD Air Products and Chemicals, Inc. | Buy | 36.77estimated | $217.61 | $1,001 – $15,000 | 8220173 AIR PRODUCTS & CHEMICALS INC CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | KMB Kimberly-Clark Corporation | Buy | 67.49estimated | $118.55 | $1,001 – $15,000 | 8220173 KIMBERLY-CLARK CORPORATION CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220173 MC DONALDS CORP CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220173 ICMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — COCA-COLA COMPANY THEL OMN | Buy | — | — | $1,001 – $15,000 | 8220173 COCA-COLA COMPANY THEL OMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — LOHNSON & JOHNSON CMN | Buy | — | — | $1,001 – $15,000 | 8220173 LOHNSON & JOHNSON CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220173 ICMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | DIS Walt Disney Company (The) | Buy | 72.43estimated | $110.46 | $1,001 – $15,000 | 8220173 WALT DISNEY COMPANY (THE) CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — THE KRAFT HEINZ CO CIMN * | Buy | — | — | $1,001 – $15,000 | 8220173 THE KRAFT HEINZ CO CIMN * |
Feb 13, 2024 Member | Mar 6, 2024 | PYPL PayPal Holdings, Inc. | Buy | 137.32estimated | $58.26 | $1,001 – $15,000 | 8220173 PAYPAL HOLDINGS, INC CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | SNPS Synopsys, Inc. | Buy | 14.59estimated | $548.53 | $1,001 – $15,000 | 8220173 SYNOPSYS INC, CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | NFLX Netflix, Inc. | Buy | 144.28estimated | $55.45 | $1,001 – $15,000 | 8220173 NETFLIX, INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — JIDEXX LABORATORJES CMN * | Buy | — | — | $1,001 – $15,000 | 8220173 JIDEXX LABORATORJES CMN * |
Feb 13, 2024 Dependent | Mar 6, 2024 | — FISERY, INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8220173 FISERY, INC. CMN * |
Feb 13, 2024 Dependent | Mar 6, 2024 | MSCI MSCI Inc. | Buy | 13.9estimated | $575.61 | $1,001 – $15,000 | 8220173 MSCI INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — AON PUBLIC UMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220173 AON PUBLIC UMITED COMPANY CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | F Ford Motor Company | Buy | 630.95estimated | $12.68 | $1,001 – $15,000 | 8220173 FORD MOTOR COMPANY CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — IPMORGAN CHASE & CO CMN | Buy | — | — | $1,001 – $15,000 | 8220173 IPMORGAN CHASE & CO CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | ALB Albemarle Corporation | Buy | 71.31estimated | $112.20 | $1,001 – $15,000 | 8220173 ALBEMARLE CORP CMN |
Feb 13, 2024 Member | Mar 6, 2024 | APTV Aptiv PLC Ordinary Shares | Buy | 116.76estimated | $68.52 | $1,001 – $15,000 | 8220173 D APTIV PLC CMN |
Feb 13, 2024 Member | Mar 6, 2024 | — TIX COMPANIES INC (NEW) CMN * | Buy | — | — | $1,001 – $15,000 | 8220173 TIX COMPANIES INC (NEW) CMN * |
Feb 13, 2024 Member | Mar 6, 2024 | O Realty Income Corporation | Buy | 155.29estimated | $51.52 | $1,001 – $15,000 | 8220173 REALTY INCOME CORPORATION CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | SBUX Starbucks Corporation | Buy | 85.23estimated | $93.87 | $1,001 – $15,000 | 8220173 STARBUCKS CORP. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220173 CATERPILLAR INC (DELAWARE) CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | ZTS Zoetis Inc. Class A | Buy | 43.6estimated | $183.49 | $1,001 – $15,000 | 8220173 ZOETIS INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | WMT Walmart Inc. | Buy | 141.9estimated | $56.38 | $1,001 – $15,000 | 8220173 WALMART INC CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | PFE Pfizer, Inc. | Buy | 296.64estimated | $26.97 | $1,001 – $15,000 | 8220173 PFIZER INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | PEP PepsiCo, Inc. | Buy | 47.37estimated | $168.88 | $1,001 – $15,000 | 8220173 PEPSICO, INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | HD Home Depot, Inc. (The) | Buy | 22.37estimated | $357.59 | $1,001 – $15,000 | 8220173 THE HOME DEPOT, INC. CMN |
Feb 13, 2024 Dependent | Mar 6, 2024 | V Visa Inc. | Buy | 117.84estimated | $275.81 | $15,001 – $50,000 | 8220173 Visa Inc |
Feb 13, 2024 Spouse | Mar 6, 2024 | V Visa Inc. | Buy | 117.84estimated | $275.81 | $15,001 – $50,000 | 8220173 Visa Inc |
Feb 13, 2024 Member | Mar 6, 2024 | — P ALBEMARLE CORP CMIN | Buy | — | — | $1,001 – $15,000 | 8220173 P ALBEMARLE CORP CMIN |
Feb 13, 2024 Spouse | Mar 6, 2024 | HRL Hormel Foods Corporation | Buy | 278.57estimated | $28.72 | $1,001 – $15,000 | 8220173 HORMEL FOODS CORPORATION CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — VERISINMA | Buy | — | — | $1,001 – $15,000 | 8220173 VERISINMA |
Feb 13, 2024 Member | Mar 6, 2024 | — S ILR0008862868 | Buy | — | — | $1,001 – $15,000 | 8220173 S ILR0008862868 |
Feb 13, 2024 Member | Mar 6, 2024 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220173 NEWMONT CORP CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | LULU lululemon athletica inc. | Buy | 17.54estimated | $456.23 | $1,001 – $15,000 | 8220173 LULULEMON ATHLETICA INC. CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | AMD Advanced Micro Devices, Inc. | Buy | 46.64estimated | $171.54 | $1,001 – $15,000 | 8220173 ADVANCED MICRO DEVICES, INC. CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | WST West Pharmaceutical Services, Inc. | Receive | 20.07estimated | $398.59 | $1,001 – $15,000 | 8220173 WEST PHARMACEUTICAL SERVICES INC |
Feb 13, 2024 Spouse | Mar 6, 2024 | — SCHNEIDER ELECTRIC SE CMN | Buy | — | — | $1,001 – $15,000 | 8220173 SCHNEIDER ELECTRIC SE CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | HUM Humana Inc. | Buy | 21.95estimated | $364.48 | $1,001 – $15,000 | 8220173 HUMANA INC CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — AIR PRODUCTS & CHEMICALS INCOMIN | Buy | — | — | $1,001 – $15,000 | 8220173 AIR PRODUCTS & CHEMICALS INCOMIN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — GENERAL MILLS INCOMIN | Buy | — | — | $1,001 – $15,000 | 8220173 GENERAL MILLS INCOMIN |
Feb 13, 2024 Spouse | Mar 6, 2024 | PFE Pfizer, Inc. | Buy | 296.64estimated | $26.97 | $1,001 – $15,000 | 8220173 PFIZER INC. CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — SALESFORCE INC OMN | Receive | — | — | $1,001 – $15,000 | 8220173 SALESFORCE INC OMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | MRNA Moderna, Inc. | Buy | 93.72estimated | $85.37 | $1,001 – $15,000 | 8220173 MODERNA, INC. CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — EQUINIX, INC REIT | Buy | — | — | $1,001 – $15,000 | 8220173 EQUINIX, INC REIT |
Feb 13, 2024 Spouse | Mar 6, 2024 | — LOVIA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220173 LOVIA HOLDINGS INC CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — ILKO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220173 ILKO CORPORATION CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | DD DuPont de Nemours, Inc. | Buy | 96.7estimated | $82.74 | $1,001 – $15,000 | 8220173 DUPONT DE NEMOURS INC CMN |
Feb 13, 2024 Spouse | Mar 6, 2024 | — ALTRIA GROUP, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220173 ALTRIA GROUP, INC. CMIN |
Feb 13, 2024 Spouse | Mar 6, 2024 | CSGP CoStar Group, Inc. | Buy | 98estimated | $81.64 | $1,001 – $15,000 | 8220173 COSTAR GROUP, INC CMN |
Feb 13, 2024 Member | Mar 6, 2024 | — P ALIGN TECHNOLOGY, INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220173 P ALIGN TECHNOLOGY, INC CMIN |
Feb 13, 2024 Spouse | Mar 6, 2024 | KVUE Kenvue Inc. | Buy | 415.61estimated | $19.25 | $1,001 – $15,000 | 8220173 KENVUE INC. CMN |
Feb 13, 2024 Member | Mar 6, 2024 | UBER Uber Technologies, Inc. | Buy | 115.97estimated | $68.99 | $1,001 – $15,000 | 8220173 UBER TECHNOLOGIES, INC. CMN |
Feb 13, 2024 Member | Mar 6, 2024 | — AIRBNB, INC. OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220173 AIRBNB, INC. OMN CLASS A |
Feb 13, 2024 Spouse | Mar 6, 2024 | HCA HCA Healthcare, Inc. | Buy | 26.27estimated | $304.54 | $1,001 – $15,000 | 8220173 HCA HEALTHCARE, INC CMN * |
Feb 13, 2024 Member | Mar 6, 2024 | EXPE Expedia Group, Inc. | Buy | 59.33estimated | $134.84 | $1,001 – $15,000 | 8220173 EP EXPEDIA GROUP INC CMN |
Feb 12, 2024 Spouse | Mar 6, 2024 | — PENN ENTERTAIILMENT INC CMN * | Buy | — | — | $1,001 – $15,000 | 8220173 PENN ENTERTAIILMENT INC CMN * |
Feb 12, 2024 Spouse | Mar 6, 2024 | SYY Sysco Corporation | Buy | 99.96estimated | $80.04 | $1,001 – $15,000 | 8220173 SYSCO CORPORATION CMN |
Feb 9, 2024 Spouse | Mar 6, 2024 | — PENN ENTERTAINMENTINC CMN | Buy | — | — | $1,001 – $15,000 | 8220173 PENN ENTERTAINMENTINC CMN |
Feb 9, 2024 Dependent | Mar 6, 2024 | — SYSCO CORPORATION CMIN | Buy | — | — | $1,001 – $15,000 | 8220173 SYSCO CORPORATION CMIN |
Feb 9, 2024 Spouse | Mar 6, 2024 | SYY Sysco Corporation | Buy | 100.57estimated | $79.55 | $1,001 – $15,000 | 8220173 SYSCO CORPORATION CMN |
Feb 9, 2024 Spouse | Mar 6, 2024 | — ISHARES MSCI AUSTRALIA ETE | Buy | — | — | $1,001 – $15,000 | 8220173 ISHARES MSCI AUSTRALIA ETE |
Feb 9, 2024 Spouse | Mar 6, 2024 | — LINSPONSORED ADR (FRANCE) | Buy | — | — | $1,001 – $15,000 | 8220173 LINSPONSORED ADR (FRANCE) |
Feb 9, 2024 Spouse | Mar 6, 2024 | — VODAFONE GROUP PEC ADR OMN * | Buy | — | — | $1,001 – $15,000 | 8220173 VODAFONE GROUP PEC ADR OMN * |
Feb 9, 2024 Member | Mar 6, 2024 | — ENEL SOCIETA PER AZIONI ADR CMR | Buy | — | — | $1,001 – $15,000 | 8220173 ENEL SOCIETA PER AZIONI ADR CMR |
Feb 9, 2024 Spouse | Mar 6, 2024 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220173 SPONSORED ADR CMN |
Feb 9, 2024 Spouse | Mar 6, 2024 | — STMICROELECTRONICS NV ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220173 STMICROELECTRONICS NV ADR CMN |
Feb 8, 2024 Spouse | Mar 6, 2024 | — UP P.L.C. SPONSORED ADR OMN | Buy | — | — | $1,001 – $15,000 | 8220173 UP P.L.C. SPONSORED ADR OMN |
Feb 8, 2024 Spouse | Mar 6, 2024 | URBN Urban Outfitters, Inc. | Buy | 192.27estimated | $41.61 | $1,001 – $15,000 | 8220173 URBAN OUTFITTERS INC CMN |
Feb 8, 2024 Spouse | Mar 6, 2024 | — ALR CMN | Buy | — | — | $1,001 – $15,000 | 8220173 ALR CMN |
Feb 7, 2024 Spouse | Mar 6, 2024 | PENN PENN Entertainment, Inc. | Buy | 361.69estimated | $22.12 | $1,001 – $15,000 | 8220173 PENN ENTERTAINMENT INC CMN |
Feb 6, 2024 Member | Mar 6, 2024 | — URBAN OUTATTERS INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220173 URBAN OUTATTERS INC CMIN |
Feb 6, 2024 Dependent | Mar 6, 2024 | — KKR & DO. INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8220173 KKR & DO. INC. CMN * |
Feb 5, 2024 Spouse | Aug 7, 2024 | — NOR VOYIX CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220570 NOR VOYIX CORP CMN |
Feb 5, 2024 Member | Mar 6, 2024 | — PENN ENTERTAINMENT INC OMN | Buy | — | — | $1,001 – $15,000 | 8220173 PENN ENTERTAINMENT INC OMN |
Feb 5, 2024 Dependent | Mar 6, 2024 | KEY KeyCorp | Buy | 562.62estimated | $14.22 | $1,001 – $15,000 | 8220173 KEYCORP CMN |
Feb 5, 2024 Member | Mar 6, 2024 | KEY KeyCorp | Buy | 562.62estimated | $14.22 | $1,001 – $15,000 | 8220173 ST KEYCORP CMN |
Feb 5, 2024 Spouse | Mar 6, 2024 | — URBAN DUTHTTERS INC OMN | Buy | — | — | $1,001 – $15,000 | 8220173 URBAN DUTHTTERS INC OMN |
Feb 5, 2024 Spouse | Mar 6, 2024 | — CARTER'S, INC. CMN | Receive | — | — | $1,001 – $15,000 | 8220173 CARTER'S, INC. CMN |
Feb 2, 2024 Dependent | Aug 7, 2024 | SYY Sysco Corporation | Buy | 98.19estimated | $81.48 | $1,001 – $15,000 | 8220570 SYSCO CORPORATION CMN |
Feb 2, 2024 Dependent | Aug 7, 2024 | CSGP CoStar Group, Inc. | Buy | 95.31estimated | $83.94 | $1,001 – $15,000 | 8220570 COSTAR GROUP, INC. CMN |
Feb 2, 2024 Spouse | Mar 6, 2024 | PENN PENN Entertainment, Inc. | Buy | 369.88estimated | $21.63 | $1,001 – $15,000 | 8220173 PENN ENTERTAINMENT INC CMN |
Feb 2, 2024 Dependent | Mar 6, 2024 | KEY KeyCorp | Buy | 556.75estimated | $14.37 | $1,001 – $15,000 | 8220173 KEYCORP CMN |
Feb 2, 2024 Dependent | Mar 6, 2024 | MS Morgan Stanley | Buy | 91.68estimated | $87.27 | $1,001 – $15,000 | 8220173 MORGAN STANLEY CMN |
Feb 2, 2024 Dependent | Mar 6, 2024 | XYL Xylem Inc. Common Stock New | Buy | 69.32estimated | $115.42 | $1,001 – $15,000 | 8220173 XYLEM INC. CMN |
Feb 2, 2024 Dependent | Mar 6, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 159.44estimated | $50.18 | $1,001 – $15,000 | 8220173 CISCO SYSTEMS, INC. CMN |
Feb 2, 2024 Dependent | Mar 6, 2024 | — TRUIST ANANCIAL CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220173 TRUIST ANANCIAL CORPORATION CMN |
Feb 2, 2024 Spouse | Mar 6, 2024 | — ETS00 CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220173 ETS00 CORPORATION CMN |
Feb 2, 2024 Dependent | Mar 6, 2024 | PENN PENN Entertainment, Inc. | Buy | 369.88estimated | $21.63 | $1,001 – $15,000 | 8220173 PENN ENTERTAINMENT INC CMN |
Feb 2, 2024 Spouse | Mar 6, 2024 | — TURBAN OUTHITTERS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220173 TURBAN OUTHITTERS INC CMN |
Feb 2, 2024 Spouse | Mar 6, 2024 | — CHIF 10 REGD 5HS) | Buy | — | — | $1,001 – $15,000 | 8220173 CHIF 10 REGD 5HS) |
Feb 2, 2024 Dependent | Mar 6, 2024 | — TRUIST FINANCIAL CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220173 TRUIST FINANCIAL CORPORATION OMN |
Feb 1, 2024 Dependent | Mar 6, 2024 | — SYSCO CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220173 SYSCO CORPORATION OMN |
Feb 1, 2024 Spouse | Mar 6, 2024 | KEY KeyCorp | Buy | 564.61estimated | $14.17 | $1,001 – $15,000 | 8220173 KEYCORP CMN |
Feb 1, 2024 Spouse | Mar 6, 2024 | — URBAN OLTFITTERS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220173 URBAN OLTFITTERS INC CMN |
Feb 1, 2024 Dependent | Mar 6, 2024 | — TAUIST FINANCIAL CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220173 TAUIST FINANCIAL CORPORATION CMN |
Jan 31, 2024 Dependent | Feb 5, 2024 | PFE Pfizer, Inc. | Buy | 295.44estimated | $27.08 | $1,001 – $15,000 | 8220127 PFIZER INC. CMN |
Jan 31, 2024 Spouse | Feb 5, 2024 | TFC Truist Financial Corporation | Buy | 215.88estimated | $37.06 | $1,001 – $15,000 | 8220127 TRUIST FINANCIAL CORPORATION CMN: K |
Jan 31, 2024 Spouse | Feb 5, 2024 | KEY KeyCorp | Buy | 550.62estimated | $14.53 | $1,001 – $15,000 | 8220127 IKEYCORP CMN |
Jan 31, 2024 Member | Feb 5, 2024 | KEY KeyCorp | Buy | 550.62estimated | $14.53 | $1,001 – $15,000 | 8220127 P KEYCORP CMN |
Jan 31, 2024 Spouse | Feb 5, 2024 | — PFIZER INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220127 PFIZER INC. OMN |
Jan 30, 2024 Dependent | Feb 5, 2024 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220127 CLASSA |
Jan 29, 2024 Dependent | Feb 5, 2024 | GM General Motors Company | Buy | 226.07estimated | $35.39 | $1,001 – $15,000 | 8220127 GENERAL MOTORS COMPANY CMN |
Jan 29, 2024 Spouse | Feb 5, 2024 | GM General Motors Company | Buy | 226.07estimated | $35.39 | $1,001 – $15,000 | 8220127 GENERAL MOTORS COMPANY CMN |
Jan 26, 2024 Spouse | Feb 5, 2024 | GM General Motors Company | Buy | 227.42estimated | $35.18 | $1,001 – $15,000 | 8220127 GENERAL MOTORS COMPANY CMN |
Jan 23, 2024 Spouse | May 6, 2024 | FTV Fortive Corporation Common Stock | Buy | 148.08estimated | $54.03 | $1,001 – $15,000 | 8220252 FORTIVE CORPORATION CMN |
Jan 20, 2024 Dependent | Feb 5, 2024 | PWR Quanta Services, Inc. | Buy | 39.52estimated | $202.43 | $1,001 – $15,000 | 8220127 QUANTA SERVICES INC CMN |
Jan 20, 2024 Dependent | Feb 5, 2024 | PLD Prologis, Inc. | Buy | 62.29estimated | $128.44 | $1,001 – $15,000 | 8220127 PROLOGIS INC CMN * |
Jan 20, 2024 Dependent | Feb 5, 2024 | ITW Illinois Tool Works Inc. | Buy | 31.31estimated | $255.51 | $1,001 – $15,000 | 8220127 ILLINOIS TOOL WORKS CMN |
Jan 20, 2024 Spouse | Feb 5, 2024 | PAYC Paycom Software, Inc. | Buy | 41.33estimated | $193.59 | $1,001 – $15,000 | 8220127 PAYCOM SOFTWARE, INC CMN * |
Jan 20, 2024 Dependent | Feb 5, 2024 | — STARBUCKS CORA, CMN | Buy | — | — | $1,001 – $15,000 | 8220127 STARBUCKS CORA, CMN |
Jan 17, 2024 Dependent | Feb 5, 2024 | — CARTER'S, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220127 CARTER'S, INC. CMN |
Jan 16, 2024 Member | Feb 5, 2024 | — P CARTER'S, INC. CAN | Receive | — | — | $1,001 – $15,000 | 8220127 P CARTER'S, INC. CAN |
Jan 12, 2024 Spouse | Feb 5, 2024 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220127 SPONSORED ADR CMN |
Jan 12, 2024 Spouse | Feb 5, 2024 | — BP P.L.C. SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220127 BP P.L.C. SPONSORED ADR CMN |
Jan 12, 2024 Spouse | Feb 5, 2024 | NASC CAN CLASS N | Buy | — | — | $1,001 – $15,000 | 8220127 CAN * |
Jan 11, 2024 Spouse | Feb 5, 2024 | — ARCADIUM LITHIUM PLC CAN | Buy | — | — | $1,001 – $15,000 | 8220127 ARCADIUM LITHIUM PLC CAN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — SHERWIN-WILLIAMS CO CAN | Buy | — | — | $1,001 – $15,000 | 8220127 SHERWIN-WILLIAMS CO CAN |
Jan 10, 2024 Dependent | Feb 5, 2024 | DD DuPont de Nemours, Inc. | Buy | 84.84estimated | $94.30 | $1,001 – $15,000 | 8220127 DUPONT DE NEMOURS INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | AMZN Amazon.com, Inc. | Buy | 52.04estimated | $153.73 | $1,001 – $15,000 | 8220127 AMAZON.COM INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | DIS Walt Disney Company (The) | Buy | 89.6estimated | $89.29 | $1,001 – $15,000 | 8220127 WALT DISNEY COMPANY (THE) CMN K |
Jan 10, 2024 Dependent | Feb 5, 2024 | ISRG Intuitive Surgical, Inc. | Buy | 21.95estimated | $364.45 | $1,001 – $15,000 | 8220127 INTUITIVE SURGICAL, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — CENCORA INCEMN | Buy | — | — | $1,001 – $15,000 | 8220127 CENCORA INCEMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — S&P GLOBAL INC. CIMN | Buy | — | — | $1,001 – $15,000 | 8220127 S&P GLOBAL INC. CIMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | WELL Welltower Inc. | Buy | 88.18estimated | $90.73 | $1,001 – $15,000 | 8220127 WELLTOWER, INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | ACGL Arch Capital Group Ltd. | Buy | 103.96estimated | $76.96 | $1,001 – $15,000 | 8220127 LARCH CAPITAL GROUP LTD. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | KO Coca-Cola Company (The) | Buy | 132.9estimated | $60.20 | $1,001 – $15,000 | 8220127 COCA-COLA COMPANY (THE) CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | FDS FactSet Research Systems Inc. | Buy | 17.29estimated | $462.77 | $1,001 – $15,000 | 8220127 FACTSET RESEARCH SYSTEMS INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | ENPH Enphase Energy, Inc. | Buy | 68.07estimated | $117.54 | $1,001 – $15,000 | 8220127 ENPHASE ENERGY, INC. CMN |
Jan 10, 2024 Member | Feb 5, 2024 | — DEWARNER BROS DISCOVERY INE CIVIN | Buy | — | — | $1,001 – $15,000 | 8220127 DEWARNER BROS DISCOVERY INE CIVIN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — JINTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220127 JINTL BUSINESS MACHINES CORP CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 33.21estimated | $240.89 | $1,001 – $15,000 | 8220127 EATON CORP PLC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | EFX Equifax, Inc. | Buy | 32.68estimated | $244.83 | $1,001 – $15,000 | 8220127 EQUIFAX INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | CL Colgate-Palmolive Company | Buy | 99.32estimated | $80.55 | $1,001 – $15,000 | 8220127 COLGATE-PALMOLIVE CO CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | MU Micron Technology, Inc. | Buy | 97.12estimated | $82.38 | $1,001 – $15,000 | 8220127 MICRON TECHNOLOGY, INC, CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — CHIN * | Buy | — | — | $1,001 – $15,000 | 8220127 CHIN * |
Jan 10, 2024 Dependent | Feb 5, 2024 | MO Altria Group, Inc. | Buy | 194.85estimated | $41.06 | $1,001 – $15,000 | 8220127 ALTRIA GROUP, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | UBER Uber Technologies, Inc. | Buy | 128.19estimated | $62.41 | $1,001 – $15,000 | 8220127 UBER TECHNOLOGIES, INC. CMN |
Jan 10, 2024 Member | Feb 5, 2024 | NDSN Nordson Corporation | Buy | 31.92estimated | $250.62 | $1,001 – $15,000 | 8220127 NORDSON CORPORATION CMN K |
Jan 10, 2024 Dependent | Feb 5, 2024 | — KELLANOYA CMN * | Buy | — | — | $1,001 – $15,000 | 8220127 KELLANOYA CMN * |
Jan 10, 2024 Dependent | Feb 5, 2024 | BRO Brown & Brown, Inc. | Buy | 109.69estimated | $72.94 | $1,001 – $15,000 | 8220127 BROWN & BROWN, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | KMX CarMax Inc | Buy | 110.23estimated | $72.58 | $1,001 – $15,000 | 8220127 CARMAX, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | AZO AutoZone, Inc. | Buy | 3.15estimated | $2,537 | $1,001 – $15,000 | 8220127 AUTOZONE, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | AAPL Apple Inc. | Buy | 42.97estimated | $186.19 | $1,001 – $15,000 | 8220127 APPLE INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | CAH Cardinal Health, Inc. | Buy | 76.79estimated | $104.19 | $1,001 – $15,000 | 8220127 CARDINAL HEALTH, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | IR Ingersoll Rand Inc. | Buy | 104.87estimated | $76.29 | $1,001 – $15,000 | 8220127 FINGERSOLL RAND INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | TMO Thermo Fisher Scientific Inc | Buy | 14.71estimated | $543.93 | $1,001 – $15,000 | 8220127 THERMO FISHER SCIENTIFIC INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | V Visa Inc. | Buy | 30.24estimated | $264.56 | $1,001 – $15,000 | 8220127 VISA INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | ROST Ross Stores, Inc. | Buy | 58.84estimated | $135.96 | $1,001 – $15,000 | 8220127 ROSS STORES, INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | URI United Rentals, Inc. | Buy | 14.55estimated | $549.68 | $1,001 – $15,000 | 8220127 UNITED RENTALS, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | ALGN Align Technology, Inc. | Buy | 28.9estimated | $276.79 | $1,001 – $15,000 | 8220127 ALIGN TECHNOLOGY, INC CMN |
Jan 10, 2024 Member | Feb 5, 2024 | HCA HCA Healthcare, Inc. | Buy | 28.32estimated | $282.50 | $1,001 – $15,000 | 8220127 C HCA HEALTHCARE, INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | SNA Snap-On Incorporated | Buy | 28.32estimated | $282.49 | $1,001 – $15,000 | 8220127 SNAP-ON INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | F Ford Motor Company | Buy | 676.29estimated | $11.83 | $1,001 – $15,000 | 8220127 FORD MOTOR COMPANY CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — FLEETCOR TECHNOLOGIES, INC, CMIY | Buy | — | — | $1,001 – $15,000 | 8220127 FLEETCOR TECHNOLOGIES, INC, CMIY |
Jan 10, 2024 Dependent | Feb 5, 2024 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220127 PHILIP MORRIS INTL INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | AVY Avery Dennison Corporation | Buy | 40.8estimated | $196.08 | $1,001 – $15,000 | 8220127 LAVERY DENNISON CORPORATION CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | CME CME Group Inc. Class A | Buy | 40.44estimated | $197.83 | $1,001 – $15,000 | 8220127 CME GROUP INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | BAC Bank of America Corporation | Buy | 238.11estimated | $33.60 | $1,001 – $15,000 | 8220127 BANK OF AMERICA CORP CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | GOOGL Alphabet Inc. Class A | Buy | 56.23estimated | $142.28 | $1,001 – $15,000 | 8220127 ALPHABET INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — INCMN | Buy | — | — | $1,001 – $15,000 | 8220127 INCMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — ROCKWELL AUTOMATION INC OMN | Buy | — | — | $1,001 – $15,000 | 8220127 ROCKWELL AUTOMATION INC OMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | PANW Palo Alto Networks, Inc. | Buy | 50.62estimated | $158.05 | $1,001 – $15,000 | 8220127 PALO ALTO NETWORKS INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | SYK Stryker Corporation | Buy | 25.99estimated | $307.78 | $1,001 – $15,000 | 8220127 STRYKER CORPORATION CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | AVGO Broadcom Inc. | Buy | 74.04estimated | $108.06 | $1,001 – $15,000 | 8220127 BROADCOM INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | HUBB Hubbell Inc | Buy | 24.56estimated | $325.69 | $1,001 – $15,000 | 8220127 HUBBELL INCORPORATED CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220127 ANSYS, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220127 BERKSHIRE HATHAWAY INC. CLASS B |
Jan 10, 2024 Dependent | Feb 5, 2024 | FAST Fastenal Company | Buy | 253.66estimated | $31.54 | $1,001 – $15,000 | 8220127 FASTENAL COMPANY CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | LIN Linde plc Ordinary Shares | Buy | 19.71estimated | $405.88 | $1,001 – $15,000 | 8220127 LINDE PLC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | DOV Dover Corporation | Buy | 54.36estimated | $147.17 | $1,001 – $15,000 | 8220127 DOVER CORPORATION CMN * |
Jan 10, 2024 Dependent | Feb 5, 2024 | AMAT Applied Materials, Inc. | Buy | 53.4estimated | $149.81 | $1,001 – $15,000 | 8220127 APPLIED MATERIALS INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | VMC Vulcan Materials Company (Holding Company) | Buy | 35.38estimated | $226.11 | $1,001 – $15,000 | 8220127 VULCAN MATERIALS CO CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — TOMN | Buy | — | — | $1,001 – $15,000 | 8220127 TOMN |
Jan 10, 2024 Member | Feb 5, 2024 | KEYS Keysight Technologies Inc. | Buy | 52.29estimated | $153.00 | $1,001 – $15,000 | 8220127 KEYSIGHT TECHNOLOGIES, INC. CMN K |
Jan 10, 2024 Dependent | Feb 5, 2024 | PNC PNC Financial Services Group, Inc. (The) | Buy | 51.56estimated | $155.18 | $1,001 – $15,000 | 8220127 PNC FINANCIAL SERVICES GROUP, CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — D.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220127 D.R. HORTON, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — ORACLE CORPORATION CUN | Buy | — | — | $1,001 – $15,000 | 8220127 ORACLE CORPORATION CUN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — ULTA BEAUTY INC CMA * | Buy | — | — | $1,001 – $15,000 | 8220127 ULTA BEAUTY INC CMA * |
Jan 10, 2024 Member | Feb 5, 2024 | — AUNIPER NETWORKS, INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8220127 AUNIPER NETWORKS, INC. CMN * |
Jan 10, 2024 Dependent | Feb 5, 2024 | MSFT Microsoft Corporation | Buy | 20.9estimated | $382.77 | $1,001 – $15,000 | 8220127 MICROSOFT CORPORATION CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | KR Kroger Company (The) | Buy | 173.4estimated | $46.14 | $1,001 – $15,000 | 8220127 KROGER COMPANY CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — YUM BRANDS, INC. EMIN | Buy | — | — | $1,001 – $15,000 | 8220127 YUM BRANDS, INC. EMIN |
Jan 10, 2024 Member | Feb 5, 2024 | — DIC (OMN | Buy | — | — | $1,001 – $15,000 | 8220127 DIC (OMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | DE Deere & Company | Buy | 20.32estimated | $393.71 | $1,001 – $15,000 | 8220127 DEERE & COMPANY CMN * |
Jan 10, 2024 Dependent | Feb 5, 2024 | — AIRBNE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220127 AIRBNE, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | ABBV AbbVie Inc. | Buy | 48.52estimated | $164.89 | $1,001 – $15,000 | 8220127 ABBVIE INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | C Citigroup, Inc. | Buy | 150.9estimated | $53.02 | $1,001 – $15,000 | 8220127 CITIGROUP INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | BKNG Booking Holdings Inc. | Buy | 56.8estimated | $140.85 | $1,001 – $15,000 | 8220127 BOOKING HOLDINGS INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | EMR Emerson Electric Company | Buy | 84.42estimated | $94.77 | $1,001 – $15,000 | 8220127 EMERSON ELECTRIC CO. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 67.31estimated | $118.86 | $1,001 – $15,000 | 8220127 MERCK & CO., INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — CLAS5 A | Buy | — | — | $1,001 – $15,000 | 8220127 CLAS5 A |
Jan 10, 2024 Dependent | Feb 5, 2024 | MDLZ Mondelez International, Inc. Class A | Buy | 109.48estimated | $73.08 | $1,001 – $15,000 | 8220127 MONDELEZ INTERNATIONAL, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | KMB Kimberly-Clark Corporation | Buy | 64.9estimated | $123.27 | $1,001 – $15,000 | 8220127 KIMBERLY-CLARK CORPORATION CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | FTV Fortive Corporation Common Stock | Buy | 153.24estimated | $52.21 | $1,001 – $15,000 | 8220127 FORTIVE CORPORATION CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | CARR Carrier Global Corporation Common Stock | Buy | 140.26estimated | $57.04 | $1,001 – $15,000 | 8220127 CARRIER GLOBAL CORPORATION CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | APD Air Products and Chemicals, Inc. | Buy | 29.97estimated | $266.96 | $1,001 – $15,000 | 8220127 AIR PRODUCTS & CHEMICALS INC CMN * |
Jan 10, 2024 Dependent | Feb 5, 2024 | — AVOTING _x | Buy | — | — | $1,001 – $15,000 | 8220127 AVOTING _x |
Jan 10, 2024 Member | Feb 5, 2024 | LOW Lowe's Companies, Inc. | Buy | 36.33estimated | $220.21 | $1,001 – $15,000 | 8220127 P LOWES COMPANIES INC CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | U Unity Software Inc. | Buy | 215.47estimated | $37.13 | $1,001 – $15,000 | 8220127 UNITY SOFTWARE INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | MOS Mosaic Company (The) | Buy | 237.62estimated | $33.67 | $1,001 – $15,000 | 8220127 MOSAIC COMPANY (THE) CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | MO Altria Group, Inc. | Buy | 194.85estimated | $41.06 | $1,001 – $15,000 | 8220127 ALTRIA GROUP, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | MSI Motorola Solutions, Inc. | Buy | 25.4estimated | $315.04 | $1,001 – $15,000 | 8220127 MOTOROLA SOLUTIONS INC CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | LVS Las Vegas Sands Corp. | Buy | 162.31estimated | $49.29 | $1,001 – $15,000 | 8220127 LAS VEGAS SANDS CORP. CMN * |
Jan 10, 2024 Spouse | Feb 5, 2024 | WELL Welltower Inc. | Receive | 88.18estimated | $90.73 | $1,001 – $15,000 | 8220127 WELLTOWER, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | POOL Pool Corporation | Receive | 20.52estimated | $389.85 | $1,001 – $15,000 | 8220127 POOL CORP CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220127 AON PUBLIC LIMITED COMPANY CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | AJG Arthur J. Gallagher & Co. | Buy | 34.76estimated | $230.15 | $1,001 – $15,000 | 8220127 ARTHUR J GALLAGHER & CO CMN |
Jan 10, 2024 Member | Feb 5, 2024 | DD DuPont de Nemours, Inc. | Receive | 84.84estimated | $94.30 | $1,001 – $15,000 | 8220127 P • DUPONT DE NEMOURS INC CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | ADBE Adobe Inc. | Receive | 13.54estimated | $591.03 | $1,001 – $15,000 | 8220127 ADOBE INC CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | AMAT Applied Materials, Inc. | Receive | 53.4estimated | $149.81 | $1,001 – $15,000 | 8220127 APPLIED MATERIALS INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — PACCARINC CMN | Buy | — | — | $1,001 – $15,000 | 8220127 PACCARINC CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | NKE Nike, Inc. | Receive | 77.1estimated | $103.77 | $1,001 – $15,000 | 8220127 NIKE CLASS-B CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220127 ELECTRONIC ARTS CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220127 MOODY'S CORPORATION CMN |
Jan 10, 2024 Member | Feb 5, 2024 | AMP Ameriprise Financial, Inc. | Buy | 21.17estimated | $377.99 | $1,001 – $15,000 | 8220127 AMERIPRISE FINANCIAL, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — BIOGEN INC. CHI | Buy | — | — | $1,001 – $15,000 | 8220127 BIOGEN INC. CHI |
Jan 10, 2024 Spouse | Feb 5, 2024 | — PHILIP MORRIS INTL INC CIMN | Buy | — | — | $1,001 – $15,000 | 8220127 PHILIP MORRIS INTL INC CIMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — VERISIGN, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220127 VERISIGN, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | DIS Walt Disney Company (The) | Buy | 89.6estimated | $89.29 | $1,001 – $15,000 | 8220127 WALT DISNEY COMPANY (THE) CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | AJG Arthur J. Gallagher & Co. | Buy | 34.76estimated | $230.15 | $1,001 – $15,000 | 8220127 ARTHUR J GALLAGHER & CO CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | ENPH Enphase Energy, Inc. | Buy | 68.07estimated | $117.54 | $1,001 – $15,000 | 8220127 ENPHASE ENERGY, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | NXPI NXP Semiconductors N.V. | Buy | 37.87estimated | $211.29 | $1,001 – $15,000 | 8220127 NXP SEMICONDUCTORS N.V. CMN |
Jan 10, 2024 Member | Feb 5, 2024 | CPRT Copart, Inc. (DE) | Buy | 166.92estimated | $47.93 | $1,001 – $15,000 | 8220127 P COPART, INC. CMN |
Jan 10, 2024 Member | Feb 5, 2024 | TROW T. Rowe Price Group, Inc. | Buy | 74.5estimated | $107.39 | $1,001 – $15,000 | 8220127 T. ROWE PRICE GROUP, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — LA0008862868 | Buy | — | — | $1,001 – $15,000 | 8220127 LA0008862868 |
Jan 10, 2024 Spouse | Feb 5, 2024 | MRNA Moderna, Inc. | Buy | 73.09estimated | $109.46 | $1,001 – $15,000 | 8220127 MODERNA, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | PANW Palo Alto Networks, Inc. | Buy | 50.62estimated | $158.05 | $1,001 – $15,000 | 8220127 PALO ALTO NETWORKS INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — ID.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220127 ID.R. HORTON, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | ADSK Autodesk, Inc. | Buy | 33.5estimated | $238.82 | $1,001 – $15,000 | 8220127 AUTODESK, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | LULU lululemon athletica inc. | Buy | 16.53estimated | $484.10 | $1,001 – $15,000 | 8220127 LULULEMON ATHLETICA INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | MRSH Marsh | Buy | 41.57estimated | $192.44 | $1,001 – $15,000 | 8220127 MARSH & MCLENNAN CO INC CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | EFX Equifax, Inc. | Buy | 32.68estimated | $244.83 | $1,001 – $15,000 | 8220127 EQUIFAX INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | KLAC KLA Corporation | Buy | 143.87estimated | $55.61 | $1,001 – $15,000 | 8220127 KLA CORP CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | CTAS Cintas Corporation | Buy | 54.52estimated | $146.76 | $1,001 – $15,000 | 8220127 CINTAS CORPORATION CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | TEL TE Connectivity plc Ordinary Shares | Buy | 60.08estimated | $133.17 | $1,001 – $15,000 | 8220127 TE CONNECTIVITY LTD CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — AMETEK INC (NEW) OMN | Buy | — | — | $1,001 – $15,000 | 8220127 AMETEK INC (NEW) OMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | ABNB Airbnb, Inc. Class A | Buy | 57.24estimated | $139.76 | $1,001 – $15,000 | 8220127 AIRBNB, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — ARISTA NETWORKS, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220127 ARISTA NETWORKS, INC. CAN |
Jan 10, 2024 Spouse | Feb 5, 2024 | LRCX Lam Research Corporation | Buy | 106.72estimated | $74.97 | $1,001 – $15,000 | 8220127 ILAM RESEARCH CORPORATION CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — FISERY, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220127 FISERY, INC. CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220127 MC DONALDS CORP CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | PYPL PayPal Holdings, Inc. | Buy | 131.24estimated | $60.96 | $1,001 – $15,000 | 8220127 PAYPAL HOLDINGS, INC CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | MSI Motorola Solutions, Inc. | Buy | 25.4estimated | $315.04 | $1,001 – $15,000 | 8220127 MOTOROLA SOLUTIONS INC CMN * |
Jan 10, 2024 Member | Feb 5, 2024 | — P STOPS INCONN | Buy | — | — | $1,001 – $15,000 | 8220127 P STOPS INCONN |
Jan 10, 2024 Spouse | Feb 5, 2024 | CDNS Cadence Design Systems, Inc. | Buy | 30.39estimated | $263.26 | $1,001 – $15,000 | 8220127 CADENCE DESIGN SYSTEMS INC CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | APD Air Products and Chemicals, Inc. | Buy | 29.97estimated | $266.96 | $1,001 – $15,000 | 8220127 AIR PRODUCTS & CHEMICALS INC CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — TEXAS INSTRUMENTS INC. EMN | Buy | — | — | $1,001 – $15,000 | 8220127 TEXAS INSTRUMENTS INC. EMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | ADI Analog Devices, Inc. | Buy | 42.47estimated | $188.37 | $1,001 – $15,000 | 8220127 ANALOG DEVICES, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | MS Morgan Stanley | Buy | 87.46estimated | $91.48 | $1,001 – $15,000 | 8220127 MORGAN STANLEY CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | SBUX Starbucks Corporation | Buy | 85.57estimated | $93.50 | $1,001 – $15,000 | 8220127 STARBUCKS CORP. CMN |
Jan 10, 2024 Member | Feb 5, 2024 | ISRG Intuitive Surgical, Inc. | Buy | 21.95estimated | $364.45 | $1,001 – $15,000 | 8220127 P INTUITIVE SURGICAL INC CMN |
Jan 10, 2024 Member | Feb 5, 2024 | TXN Texas Instruments Incorporated | Buy | 47.84estimated | $167.25 | $1,001 – $15,000 | 8220127 TEXAS INSTRUMENTS INC, CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | UBER Uber Technologies, Inc. | Buy | 128.19estimated | $62.41 | $1,001 – $15,000 | 8220127 JUBER TECHNOLOGIES, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 67.31estimated | $118.86 | $1,001 – $15,000 | 8220127 MERCK & CO., INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220127 DANAHER CORPORATION CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | AAPL Apple Inc. | Buy | 42.97estimated | $186.19 | $1,001 – $15,000 | 8220127 TAPPLE INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | ABBV AbbVie Inc. | Buy | 48.52estimated | $164.89 | $1,001 – $15,000 | 8220127 ABBVIE INC CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | V Visa Inc. | Buy | 30.24estimated | $264.56 | $1,001 – $15,000 | 8220127 VISA INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | HD Home Depot, Inc. (The) | Buy | 22.42estimated | $356.80 | $1,001 – $15,000 | 8220127 THE HOME DEPOT, INC. CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | WMT Walmart Inc. | Buy | 148.81estimated | $53.76 | $1,001 – $15,000 | 8220127 WALMART INC CMN |
Jan 10, 2024 Spouse | Feb 5, 2024 | INTU Intuit Inc. | Buy | 13.14estimated | $608.70 | $1,001 – $15,000 | 8220127 INTUIT INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | FOXA Fox Corporation Class A | Buy | 260.86estimated | $30.67 | $1,001 – $15,000 | 8220127 FOX CORPORATION CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | JNJ Johnson & Johnson | Buy | 49.43estimated | $161.87 | $1,001 – $15,000 | 8220127 JOHNSON & JOHNSON CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | NKE Nike, Inc. | Buy | 77.1estimated | $103.77 | $1,001 – $15,000 | 8220127 NIKE CLASS-B CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220127 ICMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — TESLA, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220127 TESLA, INC. OMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — SCMN | Receive | — | — | $1,001 – $15,000 | 8220127 SCMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | JBL Jabil Inc. | Buy | 61.77estimated | $129.52 | $1,001 – $15,000 | 8220127 JABIL INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | — CBAN | Buy | — | — | $1,001 – $15,000 | 8220127 CBAN |
Jan 10, 2024 Dependent | Feb 5, 2024 | PFE Pfizer, Inc. | Buy | 275.97estimated | $28.99 | $1,001 – $15,000 | 8220127 PFIZER INC, CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | WMT Walmart Inc. | Buy | 148.81estimated | $53.76 | $1,001 – $15,000 | 8220127 WALMART INC CMN |
Jan 10, 2024 Dependent | Feb 5, 2024 | LOW Lowe's Companies, Inc. | Buy | 36.33estimated | $220.21 | $1,001 – $15,000 | 8220127 LOWES COMPANIES INC CMN |
Jan 8, 2024 Dependent | Feb 5, 2024 | BAX Baxter International Inc. | Buy | 196.72estimated | $40.67 | $1,001 – $15,000 | 8220127 BAXTER INTERNATIONAL INC CMN |
Jan 8, 2024 Spouse | Feb 5, 2024 | BAX Baxter International Inc. | Buy | 196.72estimated | $40.67 | $1,001 – $15,000 | 8220127 BAXTER INTERNATIONAL INC CMN |
Jan 3, 2024 Spouse | Feb 5, 2024 | — STRYKEA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220127 STRYKEA CORPORATION CMN |
Jan 3, 2024 Member | Feb 5, 2024 | DE Deere & Company | Buy | 20.34estimated | $393.35 | $1,001 – $15,000 | 8220127 P DEERE & COMPANY CMN |
Jan 3, 2024 Spouse | Feb 5, 2024 | MRSH Marsh | Buy | 41.82estimated | $191.32 | $1,001 – $15,000 | 8220127 MARSH & MCLENNAN CO INC CMN |
Jan 3, 2024 Member | Feb 5, 2024 | TXN Texas Instruments Incorporated | Buy | 47.98estimated | $166.74 | $1,001 – $15,000 | 8220127 P (TEXAS INSTRUMENTS INC. CMN |
Jan 3, 2024 Spouse | Feb 5, 2024 | BWA BorgWarner Inc. | Buy | 235.1estimated | $34.03 | $1,001 – $15,000 | 8220127 BORGWARNER INC, CMN |
Jan 3, 2024 Spouse | Feb 5, 2024 | PEP PepsiCo, Inc. | Buy | 46.26estimated | $172.95 | $1,001 – $15,000 | 8220127 PEPSICO, INC. CMN |
Jan 3, 2024 Spouse | Feb 5, 2024 | KMX CarMax Inc | Buy | 110.31estimated | $72.53 | $1,001 – $15,000 | 8220127 CARMAX, INC. CMN |
Jan 1, 2024 Dependent | Feb 5, 2024 | — Commitment | Buy | — | — | $1,001 – $15,000 | 8220127 Commitment |
Jan 1, 2024 Dependent | Feb 5, 2024 | — Commitment | Buy | — | — | $1,001 – $15,000 | 8220127 Commitment |
Dec 26, 2023 Spouse | Jan 4, 2024 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 65.89estimated | $121.42 | $1,001 – $15,000 | 8220092 ZIMMER BIOMET HOLDINGS INC |
Dec 25, 2023 Dependent | Jan 4, 2024 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 66.36estimated | $120.56 | $1,001 – $15,000 | 8220092 ZIMMER BIOMET HOLDINGS INC |
Dec 14, 2023 Dependent | Jan 4, 2024 | TFC Truist Financial Corporation | Buy | 212.55estimated | $37.64 | $1,001 – $15,000 | 8220092 TRUIST FINANCIAL CORPORATION CMN |
Dec 14, 2023 Spouse | Jan 4, 2024 | TFC Truist Financial Corporation | Buy | 212.55estimated | $37.64 | $1,001 – $15,000 | 8220092 TRUIST FINANCIAL CORPORATION CMN |
Dec 7, 2023 Spouse | Jan 4, 2024 | — CORNING INCORPORATED CMN * | Buy | — | — | $1,001 – $15,000 | 8220092 CORNING INCORPORATED CMN * |
Dec 7, 2023 Spouse | Jan 4, 2024 | — ALPHABET INC. GMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220092 ALPHABET INC. GMN CLASS A |
Dec 7, 2023 Spouse | Jan 4, 2024 | TFC Truist Financial Corporation | Buy | 235.59estimated | $33.96 | $1,001 – $15,000 | 8220092 TRUIST FINANCIAL CORPORATION CMN |
Dec 7, 2023 Member | Jan 4, 2024 | — DCITRUIST FINANCIAL CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220092 DCITRUIST FINANCIAL CORPORATION CMN |
Dec 6, 2023 Spouse | Jan 4, 2024 | — LIVENT CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220092 LIVENT CORPORATION CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | PSA Public Storage | Buy | 29.76estimated | $268.83 | $1,001 – $15,000 | 8220092 PUBLIC STORAGE CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | LOW Lowe's Companies, Inc. | Buy | 38.85estimated | $205.92 | $1,001 – $15,000 | 8220092 LOWES COMPANIES INC CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | GILD Gilead Sciences, Inc. | Buy | 101.25estimated | $79.02 | $1,001 – $15,000 | 8220092 GILEAD SCIENCES CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220092 MC DONALDS CORP CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220092 WARNER BROS DISCOVERY INC CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | ALB Albemarle Corporation | Buy | 70.64estimated | $113.26 | $1,001 – $15,000 | 8220092 ALBEMARLE CORP CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 69.08estimated | $115.82 | $1,001 – $15,000 | 8220092 ZIMMER BIOMET HOLDINGS INC |
Dec 5, 2023 Dependent | Jan 4, 2024 | CI The Cigna Group | Buy | 31.04estimated | $257.78 | $1,001 – $15,000 | 8220092 CIGNA GROUP/THE CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | JNJ Johnson & Johnson | Buy | 50.46estimated | $158.55 | $1,001 – $15,000 | 8220092 JOHNSON & JOHNSON CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | APD Air Products and Chemicals, Inc. | Buy | 30.53estimated | $262.02 | $1,001 – $15,000 | 8220092 AIR PRODUCTS & CHEMICALS INC CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | — A VOTING * | Buy | — | — | $1,001 – $15,000 | 8220092 A VOTING * |
Dec 5, 2023 Dependent | Jan 4, 2024 | ORCL Oracle Corporation | Buy | 69.86estimated | $114.53 | $1,001 – $15,000 | 8220092 ORACLE CORPORATION CMN * |
Dec 5, 2023 Dependent | Jan 4, 2024 | RVTY Revvity, Inc. | Buy | 89.54estimated | $89.35 | $1,001 – $15,000 | 8220092 REVVITY INC CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | DE Deere & Company | Buy | 22.15estimated | $361.14 | $1,001 – $15,000 | 8220092 DEERE & COMPANY CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | — THERMO FISHER SCIENTIFIC INÇ CMN | Buy | — | — | $1,001 – $15,000 | 8220092 THERMO FISHER SCIENTIFIC INÇ CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | TROW T. Rowe Price Group, Inc. | Buy | 79.57estimated | $100.55 | $1,001 – $15,000 | 8220092 T. ROWE PRICE GROUP, INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220092 PHILIP MORRIS INTL INC CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | — KEURIG DR PEPPER INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220092 KEURIG DR PEPPER INC CMIN |
Dec 5, 2023 Dependent | Jan 4, 2024 | MO Altria Group, Inc. | Buy | 187.94estimated | $42.57 | $1,001 – $15,000 | 8220092 ALTRIA GROUP, INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | PYPL PayPal Holdings, Inc. | Buy | 138.13estimated | $57.92 | $1,001 – $15,000 | 8220092 PAYPAL HOLDINGS, INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | CVS CVS Health Corporation | Buy | 112.65estimated | $71.02 | $1,001 – $15,000 | 8220092 CVS HEALTH CORP CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 75.31estimated | $106.23 | $1,001 – $15,000 | 8220092 MERCK & CO., INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | CARR Carrier Global Corporation Common Stock | Buy | 152.19estimated | $52.57 | $1,001 – $15,000 | 8220092 CARRIER GLOBAL CORPORATION CMN |
Dec 5, 2023 Member | Jan 4, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 166.92estimated | $47.93 | $1,001 – $15,000 | 8220092 CISCO SYSTEMS, INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | ABBV AbbVie Inc. | Buy | 55.34estimated | $144.57 | $1,001 – $15,000 | 8220092 ABBVIE INC CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | ABT Abbott Laboratories | Buy | 76.67estimated | $104.35 | $1,001 – $15,000 | 8220092 ABBOTT LABORATORIES CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | — KENVUE INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220092 KENVUE INC. OMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | — PAZER INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220092 PAZER INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | EXR Extra Space Storage Inc | Buy | 58.75estimated | $136.17 | $1,001 – $15,000 | 8220092 EXTRA SPACE STORAGE INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | IQV IQVIA Holdings, Inc. | Buy | 37.33estimated | $214.31 | $1,001 – $15,000 | 8220092 IQVIA HOLDINGS INC CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | ILMN Illumina, Inc. | Buy | 72.91estimated | $109.73 | $1,001 – $15,000 | 8220092 ILLUMINA, INC CMN |
Dec 5, 2023 Member | Jan 4, 2024 | — DELIBIO-TECHNE CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220092 DELIBIO-TECHNE CORPORATION CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | — SALESFORCE INE CMN | Buy | — | — | $1,001 – $15,000 | 8220092 SALESFORCE INE CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | PLD Prologis, Inc. | Buy | 67.43estimated | $118.65 | $1,001 – $15,000 | 8220092 PROLOGIS INC CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | VICI VICI Properties Inc. | Buy | 264.39estimated | $30.26 | $1,001 – $15,000 | 8220092 VICI PROPERTIES INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | BAX Baxter International Inc. | Buy | 223.48estimated | $35.80 | $1,001 – $15,000 | 8220092 BAXTER INTERNATIONAL INC CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | KO Coca-Cola Company (The) | Buy | 136.39estimated | $58.66 | $1,001 – $15,000 | 8220092 COCA-COLA COMPANY (THE) CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | TXN Texas Instruments Incorporated | Buy | 50.88estimated | $157.25 | $1,001 – $15,000 | 8220092 TEXAS INSTRUMENTS INC. CMN x' |
Dec 5, 2023 Dependent | Jan 4, 2024 | ELV Elevance Health, Inc. | Buy | 16.6estimated | $482.05 | $1,001 – $15,000 | 8220092 ELEVANCE HEALTH INC CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | TSLA Tesla, Inc. | Buy | 33.51estimated | $238.72 | $1,001 – $15,000 | 8220092 TESLA, INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | KMB Kimberly-Clark Corporation | Buy | 65.87estimated | $121.45 | $1,001 – $15,000 | 8220092 KIMBERLY-CLARK CORPORATION CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220092 HOLOGIC INCORPORATED CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | HCA HCA Healthcare, Inc. | Buy | 31.68estimated | $252.51 | $1,001 – $15,000 | 8220092 SHCA HEALTHCARE, INC CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | — AIRANB, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220092 AIRANB, INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | DIS Walt Disney Company (The) | Buy | 88.12estimated | $90.79 | $1,001 – $15,000 | 8220092 WALT DISNEY COMPANY (THE) CMN * |
Dec 5, 2023 Dependent | Jan 4, 2024 | FTNT Fortinet, Inc. | Buy | 152.33estimated | $52.52 | $1,001 – $15,000 | 8220092 FORTINET, INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | CTVA Corteva, Inc. Common Stock | Buy | 980.23estimated | $8.16 | $1,001 – $15,000 | 8220092 CORTEVA, INC. CMN |
Dec 5, 2023 Dependent | Jan 4, 2024 | BIIB Biogen Inc. | Buy | 34.85estimated | $229.57 | $1,001 – $15,000 | 8220092 BIOGEN INC. CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | MRNA Moderna, Inc. | Buy | 100.17estimated | $79.87 | $1,001 – $15,000 | 8220092 MODERNA, INC. CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | DOC Healthpeak Properties, Inc. | Buy | 433.16estimated | $18.47 | $1,001 – $15,000 | 8220092 HEALTHPEAK PROPERTIES INC CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220092 BERKSHIRE HATHAWAY INC CLASS B |
Dec 4, 2023 Spouse | Jan 4, 2024 | GPN Global Payments Inc. | Buy | 66.78estimated | $119.81 | $1,001 – $15,000 | 8220092 GLOBAL PAYMENTS INC. CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | NDSN Nordson Corporation | Buy | 33.29estimated | $240.34 | $1,001 – $15,000 | 8220092 NORDSON CORPORATION CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | UAL United Airlines Holdings, Inc. | Buy | 197.45estimated | $40.52 | $1,001 – $15,000 | 8220092 UNITED AIRLINES HOLDINGS INC CMN x |
Dec 4, 2023 Spouse | Jan 4, 2024 | — WHIRLPOOL CORP. CMN | Buy | — | — | $1,001 – $15,000 | 8220092 WHIRLPOOL CORP. CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | CI The Cigna Group | Buy | 30.43estimated | $262.91 | $1,001 – $15,000 | 8220092 CIGNA GROUP/THE CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | — CLOROX CO (THE) (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220092 CLOROX CO (THE) (DELAWARE) CMN |
Dec 4, 2023 Member | Jan 4, 2024 | KR Kroger Company (The) | Buy | 179.1estimated | $44.67 | $1,001 – $15,000 | 8220092 P KROGER COMPANY CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | PYPL PayPal Holdings, Inc. | Buy | 133.68estimated | $59.85 | $1,001 – $15,000 | 8220092 PAYPAL HOLDINGS, INC. CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | CTVA Corteva, Inc. Common Stock | Buy | 951.4estimated | $8.41 | $1,001 – $15,000 | 8220092 CORTEVA, INC. CMN |
Dec 4, 2023 Member | Jan 4, 2024 | BIIB Biogen Inc. | Buy | 34.36estimated | $232.85 | $1,001 – $15,000 | 8220092 P BIOGEN INC. CMN * |
Dec 4, 2023 Spouse | Jan 4, 2024 | GIS General Mills, Inc. | Buy | 123.18estimated | $64.95 | $1,001 – $15,000 | 8220092 GENERAL MILLS INC CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8220092 PHILIP MORRIS INTL INC CMN |
Dec 4, 2023 Member | Jan 4, 2024 | CVS CVS Health Corporation | Buy | 116.83estimated | $68.48 | $1,001 – $15,000 | 8220092 P CVS HEALTH CORP CMN |
Dec 4, 2023 Member | Jan 4, 2024 | — P CAMPBELL SOUP CO CMN * | Buy | — | — | $1,001 – $15,000 | 8220092 P CAMPBELL SOUP CO CMN * |
Dec 4, 2023 Spouse | Jan 4, 2024 | MO Altria Group, Inc. | Buy | 188.25estimated | $42.50 | $1,001 – $15,000 | 8220092 JALTRIA GROUP, INC, CMN |
Dec 4, 2023 Member | Jan 4, 2024 | — P THERMO FISHER SCIENTFIC INC CMN * | Buy | — | — | $1,001 – $15,000 | 8220092 P THERMO FISHER SCIENTFIC INC CMN * |
Dec 4, 2023 Spouse | Jan 4, 2024 | KDP Keurig Dr Pepper Inc. | Buy | 248.23estimated | $32.23 | $1,001 – $15,000 | 8220092 KEURIG DR PEPPER INC CMN |
Dec 4, 2023 Member | Jan 4, 2024 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 76.15estimated | $105.06 | $1,001 – $15,000 | 8220092 P MERCK & CO., INC. CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | ABBV AbbVie Inc. | Buy | 55.5estimated | $144.15 | $1,001 – $15,000 | 8220092 ABBVIE INC CMN * |
Dec 4, 2023 Spouse | Jan 4, 2024 | WMT Walmart Inc. | Buy | 155.55estimated | $51.43 | $1,001 – $15,000 | 8220092 WALMART INC CMN |
Dec 4, 2023 Member | Jan 4, 2024 | CNC Centene Corporation | Buy | 108.07estimated | $74.03 | $1,001 – $15,000 | 8220092 P CENTENE CORPORATION CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | — KIMBERLY-CLARK COAPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220092 KIMBERLY-CLARK COAPORATION OMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | — DOLLAR TREE STORES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220092 DOLLAR TREE STORES, INC. CMN |
Dec 4, 2023 Member | Jan 4, 2024 | HCA HCA Healthcare, Inc. | Buy | 31.11estimated | $257.14 | $1,001 – $15,000 | 8220092 P HCA HEALTHCARE, INC CMN |
Dec 4, 2023 Member | Jan 4, 2024 | — P BAXTER INTERNATIONAL ING CMN | Buy | — | — | $1,001 – $15,000 | 8220092 P BAXTER INTERNATIONAL ING CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | INCY Incyte Corp. | Buy | 145.57estimated | $54.96 | $1,001 – $15,000 | 8220092 INCYTE CORPORATION CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | HRL Hormel Foods Corporation | Buy | 252.06estimated | $31.74 | $1,001 – $15,000 | 8220092 HORMEL FOODS CORPORATION CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | HSIC Henry Schein, Inc. | Buy | 115.43estimated | $69.31 | $1,001 – $15,000 | 8220092 HENRY SCHEIN INC COMMON STOCK |
Dec 4, 2023 Spouse | Jan 4, 2024 | — TYSON FOODS INC CL-A CMN | Buy | — | — | $1,001 – $15,000 | 8220092 TYSON FOODS INC CL-A CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | — DANAHER CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220092 DANAHER CORPORATION OMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | HD Home Depot, Inc. (The) | Buy | 24.69estimated | $324.02 | $1,001 – $15,000 | 8220092 THE HOME DEPOT, INC. CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | KHC The Kraft Heinz Company | Buy | 223.35estimated | $35.82 | $1,001 – $15,000 | 8220092 THE KRAFT HEINZ CO CMN * |
Dec 4, 2023 Spouse | Jan 4, 2024 | — KELLANDYA CMN | Buy | — | — | $1,001 – $15,000 | 8220092 KELLANDYA CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | DIS Walt Disney Company (The) | Buy | 86.95estimated | $92.01 | $1,001 – $15,000 | 8220092 WALT DISNEY COMPANY (THE) CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | DG Dollar General Corporation | Buy | 59.34estimated | $134.83 | $1,001 – $15,000 | 8220092 DOLLAR GENERAL CORPORATION CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | — APPLE INC. CIMN | Buy | — | — | $1,001 – $15,000 | 8220092 APPLE INC. CIMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220092 MC DONALDS CORP CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | PFE Pfizer, Inc. | Buy | 273.24estimated | $29.28 | $1,001 – $15,000 | 8220092 PFIZER INC. CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | JNJ Johnson & Johnson | Buy | 50.36estimated | $158.88 | $1,001 – $15,000 | 8220092 JOHNSON & JOHNSON CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | PEP PepsiCo, Inc. | Buy | 47.3estimated | $169.14 | $1,001 – $15,000 | 8220092 PEPSICO, INC. CMN * |
Dec 4, 2023 Dependent | Jan 4, 2024 | — D/2028 USD | Buy | — | — | $1,001 – $15,000 | 8220092 D/2028 USD |
Dec 4, 2023 Spouse | Jan 4, 2024 | — WK KELLOGG CO CMN | Buy | — | — | $1,001 – $15,000 | 8220092 WK KELLOGG CO CMN |
Dec 4, 2023 Spouse | Jan 4, 2024 | OGN Organon & Co. Common Stock | Buy | 676.29estimated | $11.83 | $1,001 – $15,000 | 8220092 JORGANON & CO CMN x |
Dec 3, 2023 Dependent | Dec 6, 2023 | MTCH Match Group, Inc. | Buy | 239.54estimated | $33.40 | $1,001 – $15,000 | 8220067 MATCH GROUP, INC, CMN |
Dec 1, 2023 Dependent | Jan 4, 2024 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 165.06estimated | $48.47 | $1,001 – $15,000 | 8220092 CISCO SYSTEMS, INC. CMN |
Nov 28, 2023 Dependent | Dec 6, 2023 | PFE Pfizer, Inc. | Buy | 269.47estimated | $29.69 | $1,001 – $15,000 | 8220067 PFIZER INC. CMN |
Nov 27, 2023 Dependent | Dec 6, 2023 | PFE Pfizer, Inc. | Buy | 265.44estimated | $30.14 | $1,001 – $15,000 | 8220067 PFIZER INC. CMN |
Nov 24, 2023 Spouse | Dec 6, 2023 | — ZIMMER BIDMET HOLDINGS INC | Buy | — | — | $1,001 – $15,000 | 8220067 ZIMMER BIDMET HOLDINGS INC |
Nov 17, 2023 Dependent | Dec 6, 2023 | PFE Pfizer, Inc. | Buy | 267.4estimated | $29.92 | $1,001 – $15,000 | 8220067 PFIZER INC, CMN |
Nov 9, 2023 Dependent | Dec 6, 2023 | LULU lululemon athletica inc. | Buy | 19.68estimated | $406.58 | $1,001 – $15,000 | 8220067 LULULEMON ATHLETICA INC, CMN |
Nov 9, 2023 Dependent | Dec 6, 2023 | TECH Bio-Techne Corp | Buy | 140.71estimated | $56.86 | $1,001 – $15,000 | 8220067 BIO-TECHNE CORPORATION CMN |
Nov 9, 2023 Dependent | Dec 6, 2023 | — LANSYS, INC, OMN | Buy | — | — | $1,001 – $15,000 | 8220067 LANSYS, INC, OMN |
Nov 9, 2023 Dependent | Dec 6, 2023 | PH Parker-Hannifin Corporation | Buy | 19.38estimated | $412.82 | $1,001 – $15,000 | 8220067 PARKER-HANNIFIN CORP. CMN |
Nov 9, 2023 Dependent | Dec 6, 2023 | CTVA Corteva, Inc. Common Stock | Buy | 966.57estimated | $8.28 | $1,001 – $15,000 | 8220067 CORTEVA, INC. CMN |
Nov 9, 2023 Dependent | Dec 6, 2023 | KKR KKR & Co. Inc. | Buy | 128.42estimated | $62.30 | $1,001 – $15,000 | 8220067 KKR & CO. INC. CMN |
Nov 8, 2023 Spouse | Dec 6, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 76.3estimated | $104.86 | $1,001 – $15,000 | 8220067 ZIMMER BIOMET HOLDINGS INC |
Nov 7, 2023 Member | Dec 6, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 75.53estimated | $105.93 | $1,001 – $15,000 | 8220067 P ZIMMER BIOMET HOLDINGS INC |
Nov 7, 2023 Dependent | Dec 6, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 75.53estimated | $105.93 | $1,001 – $15,000 | 8220067 ZIMMER BIOMET HOLDINGS INC |
Nov 3, 2023 Dependent | Dec 6, 2023 | URI United Rentals, Inc. | Buy | 17.72estimated | $451.51 | $1,001 – $15,000 | 8220067 UNITED RENTALS, INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — AIRBNE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220067 AIRBNE, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | APTV Aptiv PLC Ordinary Shares | Buy | 119.16estimated | $67.14 | $1,001 – $15,000 | 8220067 APTIV PLC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | LOW Lowe's Companies, Inc. | Buy | 41.04estimated | $194.94 | $1,001 – $15,000 | 8220067 LOWES COMPANIES INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | DIS Walt Disney Company (The) | Buy | 94.05estimated | $85.07 | $1,001 – $15,000 | 8220067 WALT DISNEY COMPANY (THE) CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — PROLOGIS ING CMN | Buy | — | — | $1,001 – $15,000 | 8220067 PROLOGIS ING CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | HD Home Depot, Inc. (The) | Buy | 27.06estimated | $295.61 | $1,001 – $15,000 | 8220067 THE HOME DEPOT, INC, CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — TEXAS INSTRUMENTS INC. CIAN | Buy | — | — | $1,001 – $15,000 | 8220067 TEXAS INSTRUMENTS INC. CIAN |
Nov 3, 2023 Dependent | Dec 6, 2023 | F Ford Motor Company | Buy | 757.62estimated | $10.56 | $1,001 – $15,000 | 8220067 FORD MOTOR COMPANY CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — PEPSICO, ING CMN | Buy | — | — | $1,001 – $15,000 | 8220067 PEPSICO, ING CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — MC DONALDS CORP CMN * | Buy | — | — | $1,001 – $15,000 | 8220067 MC DONALDS CORP CMN * |
Nov 3, 2023 Dependent | Dec 6, 2023 | — BANK OF AMERICA CORP EMN | Buy | — | — | $1,001 – $15,000 | 8220067 BANK OF AMERICA CORP EMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | JNJ Johnson & Johnson | Buy | 52.86estimated | $151.34 | $1,001 – $15,000 | 8220067 JOHNSON & JOHNSON CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | NKE Nike, Inc. | Buy | 74.73estimated | $107.06 | $1,001 – $15,000 | 8220067 NIKE CLASS-B CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | EXPE Expedia Group, Inc. | Buy | 70.98estimated | $112.71 | $1,001 – $15,000 | 8220067 EXPEDIA GROUP INC CMN |
Nov 3, 2023 Member | Dec 6, 2023 | POOL Pool Corporation | Buy | 23.76estimated | $336.66 | $1,001 – $15,000 | 8220067 DO POOL CORP CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 8220067 A VOTING |
Nov 3, 2023 Dependent | Dec 6, 2023 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220067 CROWN CASTLE INTL CORP CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — TRI, IN CAN | Buy | — | — | $1,001 – $15,000 | 8220067 TRI, IN CAN |
Nov 3, 2023 Member | Dec 6, 2023 | ADSK Autodesk, Inc. | Buy | 39.22estimated | $203.98 | $1,001 – $15,000 | 8220067 JAUTODESK, INC. CMN |
Nov 3, 2023 Member | Dec 6, 2023 | — VULCAN MATERIALS CO CN | Buy | — | — | $1,001 – $15,000 | 8220067 VULCAN MATERIALS CO CN |
Nov 3, 2023 Dependent | Dec 6, 2023 | C Citigroup, Inc. | Buy | 189.32estimated | $42.26 | $1,001 – $15,000 | 8220067 CITIGROUP INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — HASBRO, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220067 HASBRO, INC. CAN |
Nov 3, 2023 Member | Dec 6, 2023 | IDXX IDEXX Laboratories, Inc. | Buy | 18.64estimated | $429.30 | $1,001 – $15,000 | 8220067 IDEXX LABORATORIES CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | UAL United Airlines Holdings, Inc. | Buy | 213.29estimated | $37.51 | $1,001 – $15,000 | 8220067 UNITED AIRLINES HOLDINGS INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | INVH Invitation Homes Inc. | Buy | 250.25estimated | $31.97 | $1,001 – $15,000 | 8220067 INVITATION HOMES INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | DOC Healthpeak Properties, Inc. | Buy | 464.88estimated | $17.21 | $1,001 – $15,000 | 8220067 HEALTHPEAK PROPERTIES INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — TAPESTRY, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220067 TAPESTRY, INC. CAN |
Nov 3, 2023 Dependent | Dec 6, 2023 | FITB Fifth Third Bancorp | Buy | 302.36estimated | $26.46 | $1,001 – $15,000 | 8220067 FIFTH THIRD BANCORP CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | BBWI Bath & Body Works, Inc. | Buy | 245.49estimated | $32.59 | $1,001 – $15,000 | 8220067 BATH & BODY WORKS, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — FERGUSON PLE CMN | Buy | — | — | $1,001 – $15,000 | 8220067 FERGUSON PLE CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — CERIDIAN HOM HOLDING INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8220067 CERIDIAN HOM HOLDING INC. CMN * |
Nov 3, 2023 Dependent | Dec 6, 2023 | — SEALED AIR CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220067 SEALED AIR CORPORATION OMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — ROST HOTELS & RESORTS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220067 ROST HOTELS & RESORTS INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | KIM Kimco Realty Corporation (HC) | Buy | 426.69estimated | $18.75 | $1,001 – $15,000 | 8220067 KIMCO REALTY CORPORATION CMN |
Nov 3, 2023 Member | Dec 6, 2023 | — EY, INCAN | Buy | — | — | $1,001 – $15,000 | 8220067 EY, INCAN |
Nov 3, 2023 Dependent | Dec 6, 2023 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220067 WARNER BROS DISCOVERY INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — MGM RESORTS INTERNATIONAL CIAN | Buy | — | — | $1,001 – $15,000 | 8220067 MGM RESORTS INTERNATIONAL CIAN |
Nov 3, 2023 Dependent | Dec 6, 2023 | RHI Robert Half Inc. | Buy | 104.79estimated | $76.35 | $1,001 – $15,000 | 8220067 ROBERT HALF INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — FIRST SOLAR, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220067 FIRST SOLAR, INC. OMN |
Nov 3, 2023 Member | Dec 6, 2023 | — NEWMONT CORP CAAN | Buy | — | — | $1,001 – $15,000 | 8220067 NEWMONT CORP CAAN |
Nov 3, 2023 Dependent | Dec 6, 2023 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 150.92estimated | $53.01 | $1,001 – $15,000 | 8220067 CISCO SYSTEMS, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | BWA BorgWarner Inc. | Buy | 239.82estimated | $33.36 | $1,001 – $15,000 | 8220067 BORGWARNER INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | GRMN Garmin Ltd. Common Stock (Switzerland) | Buy | 69.2estimated | $115.61 | $1,001 – $15,000 | 8220067 GARMIN LTD CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | HCA HCA Healthcare, Inc. | Buy | 34.66estimated | $230.84 | $1,001 – $15,000 | 8220067 HCA HEALTHCARE, INC CMN |
Nov 3, 2023 Member | Dec 6, 2023 | CFG Citizens Financial Group, Inc. | Buy | 305.71estimated | $26.17 | $1,001 – $15,000 | 8220067 CITIZENS FINANCIAL GROUP, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — DOLLAR TREE STORES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220067 DOLLAR TREE STORES, INC. CMN |
Nov 3, 2023 Member | Dec 6, 2023 | UDR UDR, Inc. | Buy | 240.47estimated | $33.27 | $1,001 – $15,000 | 8220067 UDR INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220067 ICMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8220067 QUALCOMM INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — PAYCOM SOFTWARE, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220067 PAYCOM SOFTWARE, INC. OMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | ROST Ross Stores, Inc. | Buy | 65.98estimated | $121.25 | $1,001 – $15,000 | 8220067 ROSS STORES, INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | MS Morgan Stanley | Buy | 104.91estimated | $76.26 | $1,001 – $15,000 | 8220067 MORGAN STANLEY CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | PODD Insulet Corporation | Buy | 49.21estimated | $162.58 | $1,001 – $15,000 | 8220067 INSULET CORPORATION CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — PARAMOUNT GLOBAL CAN CLASS B | Buy | — | — | $1,001 – $15,000 | 8220067 PARAMOUNT GLOBAL CAN CLASS B |
Nov 3, 2023 Member | Dec 6, 2023 | — DO CLOROXCO (THEI (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220067 DO CLOROXCO (THEI (DELAWARE) CMN |
Nov 3, 2023 Member | Dec 6, 2023 | PWR Quanta Services, Inc. | Buy | 47.29estimated | $169.18 | $1,001 – $15,000 | 8220067 QUANTA SERVICES INC CMN |
Nov 3, 2023 Member | Dec 6, 2023 | — ROCKWELL AUTOMATION INC CIAN | Buy | — | — | $1,001 – $15,000 | 8220067 ROCKWELL AUTOMATION INC CIAN |
Nov 3, 2023 Member | Dec 6, 2023 | — BEST BUY COINC CMN | Buy | — | — | $1,001 – $15,000 | 8220067 BEST BUY COINC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | DD DuPont de Nemours, Inc. | Buy | 92.77estimated | $86.24 | $1,001 – $15,000 | 8220067 DUPONT DE NEMOURS INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — AIR PRODUCTS & CHEMICALS INC OMN | Buy | — | — | $1,001 – $15,000 | 8220067 AIR PRODUCTS & CHEMICALS INC OMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | AMD Advanced Micro Devices, Inc. | Buy | 71.27estimated | $112.25 | $1,001 – $15,000 | 8220067 ADVANCED MICRO DEVICES, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | GWW W.W. Grainger, Inc. | Buy | 10.42estimated | $767.73 | $1,001 – $15,000 | 8220067 W.W. GRAINGER INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | TSCO Tractor Supply Company | Buy | 200.74estimated | $39.86 | $1,001 – $15,000 | 8220067 TRACTOR SUPPLY COMPANY CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | GILD Gilead Sciences, Inc. | Buy | 98.06estimated | $81.59 | $1,001 – $15,000 | 8220067 GILEAD SCIENCES CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 37.25estimated | $214.79 | $1,001 – $15,000 | 8220067 EATON CORP PLC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | A Agilent Technologies, Inc. | Buy | 73.39estimated | $109.02 | $1,001 – $15,000 | 8220067 AGILENT TECHNOLOGIES, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — COMERICA INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220067 COMERICA INCORPORATED CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — CBRE GROUP, INC. OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8220067 CBRE GROUP, INC. OMN CLASS A |
Nov 3, 2023 Dependent | Dec 6, 2023 | — COSTAR GROUP, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220067 COSTAR GROUP, INC. OMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | CPRT Copart, Inc. (DE) | Buy | 174.19estimated | $45.93 | $1,001 – $15,000 | 8220067 COPART, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | PANW Palo Alto Networks, Inc. | Buy | 65.7estimated | $121.77 | $1,001 – $15,000 | 8220067 PALO ALTO NETWORKS INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | ISRG Intuitive Surgical, Inc. | Buy | 28.73estimated | $278.52 | $1,001 – $15,000 | 8220067 INTUITIVE SURGICAL, INC. CMN |
Nov 3, 2023 Member | Dec 6, 2023 | — METTLER-TOLEDO INTL CMN | Buy | — | — | $1,001 – $15,000 | 8220067 METTLER-TOLEDO INTL CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | SYK Stryker Corporation | Buy | 28.96estimated | $276.22 | $1,001 – $15,000 | 8220067 STRYKER CORPORATION CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | PYPL PayPal Holdings, Inc. | Buy | 142.61estimated | $56.10 | $1,001 – $15,000 | 8220067 PAYPAL HOLDINGS, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | KEY KeyCorp | Buy | 702.41estimated | $11.39 | $1,001 – $15,000 | 8220067 IKEYCORP CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | AXP American Express Company | Buy | 52.37estimated | $152.76 | $1,001 – $15,000 | 8220067 AMERICAN EXPRESS CO. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | TBBK The Bancorp Inc | Buy | 203.73estimated | $39.27 | $1,001 – $15,000 | 8220067 U.S. BANCORP CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — APPLED MATERIALS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220067 APPLED MATERIALS INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | SBUX Starbucks Corporation | Buy | 77.94estimated | $102.65 | $1,001 – $15,000 | 8220067 STARBUCKS CORP. CMN |
Nov 3, 2023 Member | Dec 6, 2023 | TGT Target Corporation | Buy | 70.9estimated | $112.85 | $1,001 – $15,000 | 8220067 X TARGET CORPORATION CMN * |
Nov 3, 2023 Dependent | Dec 6, 2023 | — TOMN | Buy | — | — | $1,001 – $15,000 | 8220067 TOMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | MS Morgan Stanley | Buy | 104.91estimated | $76.26 | $1,001 – $15,000 | 8220067 MORGAN STANLEY CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — THERMO FISHER SCIENTIFIC INC CIVAN | Buy | — | — | $1,001 – $15,000 | 8220067 THERMO FISHER SCIENTIFIC INC CIVAN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220067 ICMN |
Nov 3, 2023 Member | Dec 6, 2023 | — OC VERIZON COMMUNICATION'S, INC. PFIZER INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220067 OC VERIZON COMMUNICATION'S, INC. PFIZER INC. CMN |
Nov 3, 2023 Spouse | Dec 6, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 73.57estimated | $108.75 | $1,001 – $15,000 | 8220067 ZIMMER BIOMET HOLDINGS INC |
Nov 3, 2023 Dependent | Dec 6, 2023 | — TRANSUNION CIVN | Buy | — | — | $1,001 – $15,000 | 8220067 TRANSUNION CIVN |
Nov 3, 2023 Dependent | Dec 6, 2023 | OGN Organon & Co. Common Stock | Buy | 601.54estimated | $13.30 | $1,001 – $15,000 | 8220067 ORGANON & CO CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — DOCUSIGN, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220067 DOCUSIGN, INC. OMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — SOUTHWEST AIRLINES CO OMN | Buy | — | — | $1,001 – $15,000 | 8220067 SOUTHWEST AIRLINES CO OMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | ENPH Enphase Energy, Inc. | Buy | 99estimated | $80.81 | $1,001 – $15,000 | 8220067 ENPHASE ENERGY, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | KO Coca-Cola Company (The) | Buy | 141estimated | $56.74 | $1,001 – $15,000 | 8220067 COCA-COLA COMPANY (THE) CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | KMX CarMax Inc | Buy | 119.46estimated | $66.97 | $1,001 – $15,000 | 8220067 CARMAX, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | HIW Highwoods Properties, Inc. | Buy | 399.63estimated | $20.02 | $1,001 – $15,000 | 8220067 HIGHWOODS PROPERTIES INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | TER Teradyne, Inc. | Buy | 91.23estimated | $87.70 | $1,001 – $15,000 | 8220067 TERADYNE INC CMN |
Nov 3, 2023 Member | Dec 6, 2023 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220067 BERKSHIRE HATHAWAY INC, CLASS B |
Nov 3, 2023 Dependent | Dec 6, 2023 | DAL Delta Air Lines, Inc. | Buy | 239.9estimated | $33.35 | $1,001 – $15,000 | 8220067 DELTA AIR LINES, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | XRAY DENTSPLY SIRONA Inc. | Buy | 273.9estimated | $29.21 | $1,001 – $15,000 | 8220067 IDENTSPLY SIRONA INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | VLTO Veralto Corp Common Stock | Buy | 113estimated | $70.80 | $1,001 – $15,000 | 8220067 VERALTO CORPORATION CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | SPGI S&P Global Inc. | Buy | 21.3estimated | $375.68 | $1,001 – $15,000 | 8220067 S&P GLOBAL INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | GOOGL Alphabet Inc. Class A | Buy | 61.97estimated | $129.10 | $1,001 – $15,000 | 8220067 ALPHABET INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | SYF Synchrony Financial | Buy | 265.36estimated | $30.15 | $1,001 – $15,000 | 8220067 SYNCHRONY FINANCIAL CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220067 CORNING INCORPORATED CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | FTV Fortive Corporation Common Stock | Buy | 166.88estimated | $47.94 | $1,001 – $15,000 | 8220067 FORTIVE CORPORATION CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | IP International Paper Company | Buy | 231.23estimated | $34.60 | $1,001 – $15,000 | 8220067 LINTERNATIONAL PAPER CO. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | AMCR Amcor plc Ordinary Shares | Buy | 175.64estimated | $45.55 | $1,001 – $15,000 | 8220067 AMCOR PLC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | PCAR PACCAR Inc. | Buy | 92.17estimated | $86.80 | $1,001 – $15,000 | 8220067 PACCAR INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — FRANKLIN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220067 FRANKLIN RESOURCES INC CMN |
Nov 3, 2023 Member | Dec 6, 2023 | KHC The Kraft Heinz Company | Buy | 240.47estimated | $33.27 | $1,001 – $15,000 | 8220067 THE KRAFT HEINZ CO CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | TSLA Tesla, Inc. | Buy | 36.37estimated | $219.96 | $1,001 – $15,000 | 8220067 TESLA, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | PAYX Paychex, Inc. | Buy | 72.43estimated | $110.46 | $1,001 – $15,000 | 8220067 PAYCHEX, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 73.57estimated | $108.75 | $1,001 – $15,000 | 8220067 ZIMMER BIOMET HOLDINGS INC |
Nov 3, 2023 Dependent | Dec 6, 2023 | NDAQ Nasdaq, Inc. | Buy | 159.31estimated | $50.22 | $1,001 – $15,000 | 8220067 NASDAQ INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — HUMANA INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220067 HUMANA INC. CAN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — AVERY DENNISON CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220067 AVERY DENNISON CORPORATION OMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | DOW Dow Inc. Common Stock | Buy | 160.88estimated | $49.73 | $1,001 – $15,000 | 8220067 DOW INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | WST West Pharmaceutical Services, Inc. | Buy | 23.88estimated | $335.00 | $1,001 – $15,000 | 8220067 WEST PHARMACEUTICAL SERVICES INC |
Nov 3, 2023 Dependent | Dec 6, 2023 | AMP Ameriprise Financial, Inc. | Buy | 23.83estimated | $335.74 | $1,001 – $15,000 | 8220067 AMERIPRISE FINANCIAL, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | FTNT Fortinet, Inc. | Buy | 158.49estimated | $50.48 | $1,001 – $15,000 | 8220067 FORTINET, INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — ALLUMINA, INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220067 ALLUMINA, INC CMIN |
Nov 3, 2023 Dependent | Dec 6, 2023 | KMB Kimberly-Clark Corporation | Buy | 67.01estimated | $119.39 | $1,001 – $15,000 | 8220067 KIMBERLY-CLARK CORPORATION CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | EFX Equifax, Inc. | Buy | 44estimated | $181.82 | $1,001 – $15,000 | 8220067 EQUIFAX INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | ULTA Ulta Beauty, Inc. | Buy | 20.73estimated | $385.88 | $1,001 – $15,000 | 8220067 ULTA BEAUTY INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — DISCOVER FINANCIAL SERVICES CMN | Buy | — | — | $1,001 – $15,000 | 8220067 DISCOVER FINANCIAL SERVICES CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | GPC Genuine Parts Company | Buy | 59.7estimated | $134.02 | $1,001 – $15,000 | 8220067 GENUINE PARTS CO. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — JINC | Buy | — | — | $1,001 – $15,000 | 8220067 JINC |
Nov 3, 2023 Dependent | Dec 6, 2023 | EXR Extra Space Storage Inc | Buy | 74.79estimated | $106.97 | $1,001 – $15,000 | 8220067 EXTRA SPACE STORAGE INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | KVUE Kenvue Inc. | Buy | 413.04estimated | $19.37 | $1,001 – $15,000 | 8220067 KENVUE INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | TRMB Trimble Inc. | Buy | 188.65estimated | $42.41 | $1,001 – $15,000 | 8220067 TRIMBLE INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | FOXA Fox Corporation Class A | Buy | 251.43estimated | $31.82 | $1,001 – $15,000 | 8220067 FOX CORPORATION CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | BIIB Biogen Inc. | Buy | 32.07estimated | $249.50 | $1,001 – $15,000 | 8220067 BIOGEN INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220067 CLASSA |
Nov 3, 2023 Dependent | Dec 6, 2023 | — LIBERTY GLOBAL, PLC. CIVIN CLASS C | Buy | — | — | $1,001 – $15,000 | 8220067 LIBERTY GLOBAL, PLC. CIVIN CLASS C |
Nov 3, 2023 Dependent | Dec 6, 2023 | PSA Public Storage | Buy | 31.59estimated | $253.26 | $1,001 – $15,000 | 8220067 PUBLIC STORAGE CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | ISRG Intuitive Surgical, Inc. | Buy | 28.73estimated | $278.52 | $1,001 – $15,000 | 8220067 INTUITIVE SURGICAL, INC. CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | BKNG Booking Holdings Inc. | Buy | 69.97estimated | $114.35 | $1,001 – $15,000 | 8220067 BOOKING HOLDINGS INC. CMN |
Nov 3, 2023 Member | Dec 6, 2023 | O Realty Income Corporation | Buy | 157.34estimated | $50.85 | $1,001 – $15,000 | 8220067 X REALTY INCOME CORPORATION CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — VICI PROPERTIES INC. CNN x | Buy | — | — | $1,001 – $15,000 | 8220067 VICI PROPERTIES INC. CNN x |
Nov 3, 2023 Member | Dec 6, 2023 | — DEGENERAC HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220067 DEGENERAC HOLDINGS INC CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8220067 EQUITY RESIDENTIAL CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220067 CATERPILLAR INC (DELAWARE) CMN |
Nov 3, 2023 Dependent | Dec 6, 2023 | XYL Xylem Inc. Common Stock New | Buy | 82.54estimated | $96.93 | $1,001 – $15,000 | 8220067 XYLEM INC. CMN |
Nov 2, 2023 Spouse | Dec 6, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 72.6estimated | $110.20 | $1,001 – $15,000 | 8220067 ZIMMER BIOMET HOLDINGS INC |
Oct 31, 2023 Spouse | Nov 8, 2023 | — FERGUSON PLE OMN | Buy | — | — | $1,001 – $15,000 | 8220039 FERGUSON PLE OMN |
Oct 31, 2023 Member | Nov 8, 2023 | — ICERDROLA SOCIEDAD ANONIMA | Buy | — | — | $1,001 – $15,000 | 8220039 ICERDROLA SOCIEDAD ANONIMA |
Oct 31, 2023 Spouse | Nov 8, 2023 | BRO Brown & Brown, Inc. | Buy | 115.25estimated | $69.42 | $1,001 – $15,000 | 8220039 BROWN & BROWN, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | ULTA Ulta Beauty, Inc. | Buy | 20.98estimated | $381.31 | $1,001 – $15,000 | 8220039 TULTA BEAUTY INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | CBRE CBRE Group Inc Common Stock Class A | Buy | 115.38estimated | $69.34 | $1,001 – $15,000 | 8220039 CBRE GROUP, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | KIM Kimco Realty Corporation (HC) | Buy | 445.96estimated | $17.94 | $1,001 – $15,000 | 8220039 KIMCO REALTY CORPORATION CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | VLTO Veralto Corp Common Stock | Buy | 115.95estimated | $69.00 | $1,001 – $15,000 | 8220039 IVERALTO CORPORATION CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | KVUE Kenvue Inc. | Buy | 430.13estimated | $18.60 | $1,001 – $15,000 | 8220039 KENVUE INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 WARNER BROS DISCOVERY INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | CSGP CoStar Group, Inc. | Buy | 108.98estimated | $73.41 | $1,001 – $15,000 | 8220039 COSTAR GROUP, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — UDR INC CNN | Buy | — | — | $1,001 – $15,000 | 8220039 UDR INC CNN |
Oct 31, 2023 Spouse | Nov 8, 2023 | EFX Equifax, Inc. | Buy | 47.18estimated | $169.57 | $1,001 – $15,000 | 8220039 EQUIFAX INC, CMN |
Oct 31, 2023 Member | Nov 8, 2023 | — P | LINCOLN NATL.CORP.INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 P | LINCOLN NATL.CORP.INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — (aMN | Buy | — | — | $1,001 – $15,000 | 8220039 (aMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | DOV Dover Corporation | Buy | 61.57estimated | $129.95 | $1,001 – $15,000 | 8220039 DOVER CORPORATION CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | URI United Rentals, Inc. | Buy | 19.69estimated | $406.27 | $1,001 – $15,000 | 8220039 UNITED RENTALS, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | APD Air Products and Chemicals, Inc. | Buy | 28.33estimated | $282.44 | $1,001 – $15,000 | 8220039 AIR PRODUCTS & CHEMICALS INC CMN * |
Oct 31, 2023 Spouse | Nov 8, 2023 | COO The Cooper Companies, Inc. | Buy | 102.65estimated | $77.94 | $1,001 – $15,000 | 8220039 COOPER COMPANIES INC (NEW) CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | FTV Fortive Corporation Common Stock | Buy | 168.59estimated | $47.46 | $1,001 – $15,000 | 8220039 FORTIVE CORPORATION CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — TYSON FOODS INC CL-A CMN | Buy | — | — | $1,001 – $15,000 | 8220039 TYSON FOODS INC CL-A CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — AIRBNE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 AIRBNE, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | IR Ingersoll Rand Inc. | Buy | 131.85estimated | $60.68 | $1,001 – $15,000 | 8220039 INGERSOLL RAND INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 76.63estimated | $104.41 | $1,001 – $15,000 | 8220039 ZIMMER BIOMET HOLDINGS INC |
Oct 31, 2023 Spouse | Nov 8, 2023 | — PPG INDUSTRIES, INC. CHAN | Buy | — | — | $1,001 – $15,000 | 8220039 PPG INDUSTRIES, INC. CHAN |
Oct 31, 2023 Member | Nov 8, 2023 | CPRT Copart, Inc. (DE) | Buy | 183.84estimated | $43.52 | $1,001 – $15,000 | 8220039 P COPART, INC, CMN |
Oct 31, 2023 Member | Nov 8, 2023 | — CRAN * | Buy | — | — | $1,001 – $15,000 | 8220039 CRAN * |
Oct 31, 2023 Spouse | Nov 8, 2023 | SNA Snap-On Incorporated | Buy | 31.02estimated | $257.94 | $1,001 – $15,000 | 8220039 SNAP-ON INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | BAX Baxter International Inc. | Buy | 246.7estimated | $32.43 | $1,001 – $15,000 | 8220039 (BAXTER INTERNATIONAL INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | AZO AutoZone, Inc. | Buy | 3.23estimated | $2,477 | $1,001 – $15,000 | 8220039 AUTOZONE, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | MSI Motorola Solutions, Inc. | Buy | 28.73estimated | $278.46 | $1,001 – $15,000 | 8220039 MOTOROLA SOLUTIONS INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | TROW T. Rowe Price Group, Inc. | Buy | 88.4estimated | $90.50 | $1,001 – $15,000 | 8220039 T. ROWE PRICE GROUP, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | MS Morgan Stanley | Buy | 112.97estimated | $70.82 | $1,001 – $15,000 | 8220039 MORGAN STANLEY CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | PCAR PACCAR Inc. | Buy | 96.94estimated | $82.53 | $1,001 – $15,000 | 8220039 PACCAR INC CMN |
Oct 31, 2023 Member | Nov 8, 2023 | — P ICMN | Buy | — | — | $1,001 – $15,000 | 8220039 P ICMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | FISV Fiserv, Inc. | Buy | 70.33estimated | $113.75 | $1,001 – $15,000 | 8220039 FISERV, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | TEL TE Connectivity plc Ordinary Shares | Buy | 67.89estimated | $117.85 | $1,001 – $15,000 | 8220039 TE CONNECTIVITY LTD CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8220039 EQUINIX, INC. REIT |
Oct 31, 2023 Spouse | Nov 8, 2023 | AFL AFLAC Incorporated | Buy | 102.43estimated | $78.11 | $1,001 – $15,000 | 8220039 AFLAC INCORPORATED CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — KELLANOVA CMN | Buy | — | — | $1,001 – $15,000 | 8220039 KELLANOVA CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | HCA HCA Healthcare, Inc. | Buy | 35.38estimated | $226.14 | $1,001 – $15,000 | 8220039 HCA HEALTHCARE, INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | AMP Ameriprise Financial, Inc. | Buy | 25.43estimated | $314.57 | $1,001 – $15,000 | 8220039 AMERIPRISE FINANCIAL, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | PH Parker-Hannifin Corporation | Buy | 21.69estimated | $368.91 | $1,001 – $15,000 | 8220039 PARKER-HANNIFIN CORP, CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | AME AMETEK, Inc. | Buy | 56.83estimated | $140.77 | $1,001 – $15,000 | 8220039 AMETEK INC (NEW) CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | TXN Texas Instruments Incorporated | Buy | 56.34estimated | $142.01 | $1,001 – $15,000 | 8220039 TEXAS INSTRUMENTS INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | DIS Walt Disney Company (The) | Buy | 98.06estimated | $81.59 | $1,001 – $15,000 | 8220039 IWALT DISNEY COMPANY (THE) CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220039 DANAHER CORPORATION CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | SJM The J.M. Smucker Company | Buy | 70.28estimated | $113.84 | $1,001 – $15,000 | 8220039 L. M. SMUCKER COMPANY (THE) CMN |
Oct 31, 2023 Member | Nov 8, 2023 | FMC FMC Corporation | Buy | 150.39estimated | $53.20 | $1,001 – $15,000 | 8220039 P FMC CORPORATION CMN |
Oct 31, 2023 Member | Nov 8, 2023 | CAG ConAgra Brands, Inc. | Buy | 292.42estimated | $27.36 | $1,001 – $15,000 | 8220039 P CONAGRA BRANDS INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | RSG Republic Services, Inc. | Buy | 53.88estimated | $148.49 | $1,001 – $15,000 | 8220039 REPUBLIC SERVICES INC CMN |
Oct 31, 2023 Member | Nov 8, 2023 | RVTY Revvity, Inc. | Buy | 96.57estimated | $82.85 | $1,001 – $15,000 | 8220039 P REVVITY INC CMN |
Oct 31, 2023 Member | Nov 8, 2023 | — P SINVITATION HOMES INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 P SINVITATION HOMES INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | ALB Albemarle Corporation | Buy | 63.11estimated | $126.78 | $1,001 – $15,000 | 8220039 JALBEMARLE CORP CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — GENUINE PARTS CO, CNN | Buy | — | — | $1,001 – $15,000 | 8220039 GENUINE PARTS CO, CNN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — METTLER-TOLEDO INTL CMN | Buy | — | — | $1,001 – $15,000 | 8220039 METTLER-TOLEDO INTL CMN |
Oct 31, 2023 Member | Nov 8, 2023 | — P NEWMONT CORP OMN | Buy | — | — | $1,001 – $15,000 | 8220039 P NEWMONT CORP OMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 76.63estimated | $104.41 | $1,001 – $15,000 | 8220039 ZIMMER BIOMET HOLDINGS INC |
Oct 31, 2023 Spouse | Nov 8, 2023 | — IN CMN | Buy | — | — | $1,001 – $15,000 | 8220039 IN CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — J B HUNT TRANS SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 J B HUNT TRANS SVCS INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | FAST Fastenal Company | Buy | 274.27estimated | $29.17 | $1,001 – $15,000 | 8220039 FASTENAL COMPANY CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | LUV Southwest Airlines Company | Buy | 359.9estimated | $22.23 | $1,001 – $15,000 | 8220039 SOUTHWEST AIRLINES CO CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | PSA Public Storage | Buy | 33.52estimated | $238.71 | $1,001 – $15,000 | 8220039 PUBLIC STORAGE CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | DAL Delta Air Lines, Inc. | Buy | 256.02estimated | $31.25 | $1,001 – $15,000 | 8220039 DELTA AIR LINES, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | GIS General Mills, Inc. | Buy | 122.63estimated | $65.24 | $1,001 – $15,000 | 8220039 GENERAL MILLS INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | WY Weyerhaeuser Company | Buy | 278.86estimated | $28.69 | $1,001 – $15,000 | 8220039 WEYERHAEUSER COMPANY CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — FORO MOTOR COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220039 FORO MOTOR COMPANY CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — FIDELITY NATL INFO SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 FIDELITY NATL INFO SVCS INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | KEY KeyCorp | Buy | 782.83estimated | $10.22 | $1,001 – $15,000 | 8220039 KEYCORP CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — PAYCOM SOFTWARE, INC. CNN | Buy | — | — | $1,001 – $15,000 | 8220039 PAYCOM SOFTWARE, INC. CNN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — INTL.FLAVOR5 & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 8220039 INTL.FLAVOR5 & FRAGRANCE CMN |
Oct 31, 2023 Member | Nov 8, 2023 | CL Colgate-Palmolive Company | Buy | 106.5estimated | $75.12 | $1,001 – $15,000 | 8220039 P COLGATE-PALMOLIVE CO CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — ILLUMINA, ING CMN | Buy | — | — | $1,001 – $15,000 | 8220039 ILLUMINA, ING CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | TSCO Tractor Supply Company | Buy | 207.74estimated | $38.51 | $1,001 – $15,000 | 8220039 TRACTOR SUPPLY COMPANY CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | LULU lululemon athletica inc. | Buy | 20.33estimated | $393.48 | $1,001 – $15,000 | 8220039 LULULEMON ATHLETICA INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | MTB M&T Bank Corporation | Buy | 70.96estimated | $112.75 | $1,001 – $15,000 | 8220039 M&T BANK CORPORATION CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — INSULET CORPORATION CAN | Buy | — | — | $1,001 – $15,000 | 8220039 INSULET CORPORATION CAN |
Oct 31, 2023 Spouse | Nov 8, 2023 | NFLX Netflix, Inc. | Buy | 194.33estimated | $41.17 | $1,001 – $15,000 | 8220039 NETFLIX, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | ELV Elevance Health, Inc. | Buy | 17.78estimated | $450.09 | $1,001 – $15,000 | 8220039 ELEVANCE HEALTH INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 77.9estimated | $102.70 | $1,001 – $15,000 | 8220039 MERCK & CO., INC. CMN * |
Oct 31, 2023 Member | Nov 8, 2023 | — ESX CORPORATION CMN x | Buy | — | — | $1,001 – $15,000 | 8220039 ESX CORPORATION CMN x |
Oct 31, 2023 Spouse | Nov 8, 2023 | WFC Wells Fargo & Company | Buy | 201.17estimated | $39.77 | $1,001 – $15,000 | 8220039 WELLS FARGO & CO (NEW) CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | CFG Citizens Financial Group, Inc. | Buy | 341.46estimated | $23.43 | $1,001 – $15,000 | 8220039 CITIZENS FINANCIAL GROUP, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | MU Micron Technology, Inc. | Buy | 119.64estimated | $66.87 | $1,001 – $15,000 | 8220039 MICRON TECHNOLOGY, INC, CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | DRI Darden Restaurants, Inc. | Buy | 54.97estimated | $145.53 | $1,001 – $15,000 | 8220039 IDARDEN RESTAURANTS, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | NTAP NetApp, Inc. | Buy | 109.93estimated | $72.78 | $1,001 – $15,000 | 8220039 NETAPP, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220039 HOLOGIC INCORPORATED CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | OMC Omnicom Group Inc. | Buy | 106.8estimated | $74.91 | $1,001 – $15,000 | 8220039 SOMNICOM GROUP CMN |
Oct 31, 2023 Member | Nov 8, 2023 | O Realty Income Corporation | Buy | 168.86estimated | $47.38 | $1,001 – $15,000 | 8220039 REALTY INCOME CORPORATION CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | ABT Abbott Laboratories | Buy | 84.62estimated | $94.55 | $1,001 – $15,000 | 8220039 ABBOTT LABORATORIES CMN |
Oct 31, 2023 Member | Nov 8, 2023 | MSFT Microsoft Corporation | Buy | 23.66estimated | $338.11 | $1,001 – $15,000 | 8220039 P MICROSOFT CORPORATION CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8220039 AON PUBLIC LIMITED COMPANY CMN |
Oct 31, 2023 Member | Nov 8, 2023 | TMO Thermo Fisher Scientific Inc | Buy | 17.99estimated | $444.77 | $1,001 – $15,000 | 8220039 P THERMO FISHER SCIENTIFIC INC CMN |
Oct 31, 2023 Member | Nov 8, 2023 | — P US Equity Stock | Buy | — | — | $1,001 – $15,000 | 8220039 P US Equity Stock |
Oct 31, 2023 Spouse | Nov 8, 2023 | — METUFE, INC. CRAN | Buy | — | — | $1,001 – $15,000 | 8220039 METUFE, INC. CRAN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — AGILENT TECHNOLDGIES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 AGILENT TECHNOLDGIES, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — TINTERPUBLC GROUP CO5 CMN | Buy | — | — | $1,001 – $15,000 | 8220039 TINTERPUBLC GROUP CO5 CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220039 MOODY'S CORPORATION CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | DE Deere & Company | Buy | 21.9estimated | $365.36 | $1,001 – $15,000 | 8220039 DEERE & COMPANY CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | KEYS Keysight Technologies Inc. | Buy | 65.55estimated | $122.05 | $1,001 – $15,000 | 8220039 KEYSIGHT TECHNOLOGIES, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — (CIAN | Buy | — | — | $1,001 – $15,000 | 8220039 (CIAN |
Oct 31, 2023 Member | Nov 8, 2023 | — P EATON CORP PLC CIN | Buy | — | — | $1,001 – $15,000 | 8220039 P EATON CORP PLC CIN |
Oct 31, 2023 Spouse | Nov 8, 2023 | PLD Prologis, Inc. | Buy | 79.41estimated | $100.75 | $1,001 – $15,000 | 8220039 PROLOGIS INC CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | AVGO Broadcom Inc. | Buy | 95.09estimated | $84.14 | $1,001 – $15,000 | 8220039 BROADCOM INC. CMN |
Oct 31, 2023 Member | Nov 8, 2023 | — P TX COMPANIES INC (NEW) CMN * | Buy | — | — | $1,001 – $15,000 | 8220039 P TX COMPANIES INC (NEW) CMN * |
Oct 31, 2023 Spouse | Nov 8, 2023 | EMR Emerson Electric Company | Buy | 89.92estimated | $88.97 | $1,001 – $15,000 | 8220039 EMERSON ELECTRIC CO. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — STRYKER CORPORATION CIN | Buy | — | — | $1,001 – $15,000 | 8220039 STRYKER CORPORATION CIN |
Oct 31, 2023 Spouse | Nov 8, 2023 | BLK BlackRock, Inc. | Buy | 13.07estimated | $612.28 | $1,001 – $15,000 | 8220039 BLACKROCK, INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | — ILLINOIS TOOL WORKS OMN | Buy | — | — | $1,001 – $15,000 | 8220039 ILLINOIS TOOL WORKS OMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | V Visa Inc. | Buy | 34.03estimated | $235.10 | $1,001 – $15,000 | 8220039 VISA INC. CMN |
Oct 31, 2023 Spouse | Nov 8, 2023 | WMT Walmart Inc. | Buy | 146.88estimated | $54.47 | $1,001 – $15,000 | 8220039 WALMART INC CMN |
Oct 30, 2023 Dependent | Nov 8, 2023 | — (USD | Buy | — | — | $1,001 – $15,000 | 8220039 (USD |
Oct 30, 2023 Member | Nov 8, 2023 | — P USD | Buy | — | — | $1,001 – $15,000 | 8220039 P USD |
Oct 30, 2023 Spouse | Nov 8, 2023 | LBTYA Liberty Global Ltd. Class A Common Shares | Buy | 981.68estimated | $8.15 | $1,001 – $15,000 | 8220039 LIBERTY GLOBAL, PLC. CMN |
Oct 27, 2023 Member | Nov 8, 2023 | CARR Carrier Global Corporation Common Stock | Buy | 172.05estimated | $46.50 | $1,001 – $15,000 | 8220039 (CARRIER GLOBAL CORPORATION CMN |
Oct 27, 2023 Spouse | Nov 8, 2023 | GOOGL Alphabet Inc. Class A | Buy | 65.49estimated | $122.17 | $1,001 – $15,000 | 8220039 ALPHABET INC. CMN |
Oct 27, 2023 Spouse | Nov 8, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 77.53estimated | $103.19 | $1,001 – $15,000 | 8220039 ZIMMER BIOMET HOLDINGS INC |
Oct 27, 2023 Dependent | Nov 8, 2023 | CARR Carrier Global Corporation Common Stock | Buy | 172.05estimated | $46.50 | $1,001 – $15,000 | 8220039 CARRIER GLOBAL CORPORATION CMN |
Oct 26, 2023 Member | Nov 8, 2023 | — ARTHURJ GALLAGHER & CO CMN | Buy | — | — | $1,001 – $15,000 | 8220039 ARTHURJ GALLAGHER & CO CMN |
Oct 26, 2023 Member | Nov 8, 2023 | — CLASSA | Buy | — | — | $1,001 – $15,000 | 8220039 CLASSA |
Oct 26, 2023 Dependent | Nov 8, 2023 | ADI Analog Devices, Inc. | Buy | 49.74estimated | $160.86 | $1,001 – $15,000 | 8220039 ANALOG DEVICES, INC. CMN |
Oct 26, 2023 Dependent | Nov 8, 2023 | UBER Uber Technologies, Inc. | Buy | 196.96estimated | $40.62 | $1,001 – $15,000 | 8220039 UBER TECHNOLOGIES, INC. CMN |
Oct 26, 2023 Member | Nov 8, 2023 | — GARTNER, INC. CRAN | Buy | — | — | $1,001 – $15,000 | 8220039 GARTNER, INC. CRAN |
Oct 26, 2023 Member | Nov 8, 2023 | FTV Fortive Corporation Common Stock | Buy | 169.06estimated | $47.32 | $1,001 – $15,000 | 8220039 FORTIVE CORPORATION CMN |
Oct 26, 2023 Dependent | Nov 8, 2023 | — CADENCE DESIGN SYSTEMS INC OMN | Buy | — | — | $1,001 – $15,000 | 8220039 CADENCE DESIGN SYSTEMS INC OMN |
Oct 26, 2023 Dependent | Nov 8, 2023 | TMO Thermo Fisher Scientific Inc | Buy | 18.18estimated | $440.16 | $1,001 – $15,000 | 8220039 THERMO FISHER SCIENTIFIC INC CMN |
Oct 26, 2023 Member | Nov 8, 2023 | — DANAHER CORPORATION OMN * | Buy | — | — | $1,001 – $15,000 | 8220039 DANAHER CORPORATION OMN * |
Oct 26, 2023 Spouse | Nov 8, 2023 | — AVANTOR FUNDING, INC. CMM | Buy | — | — | $1,001 – $15,000 | 8220039 AVANTOR FUNDING, INC. CMM |
Oct 26, 2023 Spouse | Nov 8, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 77.58estimated | $103.12 | $1,001 – $15,000 | 8220039 ZIMMER BIOMET HOLDINGS INC |
Oct 25, 2023 Member | Nov 8, 2023 | — P AVANTOR FUNDING, INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220039 P AVANTOR FUNDING, INC, CMN |
Oct 25, 2023 Dependent | Nov 8, 2023 | — AVANTOR FUNDING, INC. CVN | Buy | — | — | $1,001 – $15,000 | 8220039 AVANTOR FUNDING, INC. CVN |
Oct 25, 2023 Dependent | Nov 8, 2023 | — ZIMMER BIOMET HOLOINGS INC * | Buy | — | — | $1,001 – $15,000 | 8220039 ZIMMER BIOMET HOLOINGS INC * |
Oct 25, 2023 Spouse | Nov 8, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 77.2estimated | $103.64 | $1,001 – $15,000 | 8220039 ZIMMER BIOMET HOLDINGS INC |
Oct 24, 2023 Spouse | Nov 8, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 76.31estimated | $104.84 | $1,001 – $15,000 | 8220039 ZIMMER BIOMET HOLDINGS INC |
Oct 23, 2023 Spouse | Nov 8, 2023 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220039 SPONSORED ADR CMN |
Oct 23, 2023 Spouse | Nov 8, 2023 | GOOGL Alphabet Inc. Class A | Buy | 58.61estimated | $136.50 | $1,001 – $15,000 | 8220039 ALPHABET INC. CMN |
Oct 23, 2023 Dependent | Nov 8, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 76.08estimated | $105.16 | $1,001 – $15,000 | 8220039 ZIMMER BIOMET HOLDINGS INC |
Oct 23, 2023 Spouse | Nov 8, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 76.08estimated | $105.16 | $1,001 – $15,000 | 8220039 ZIMMER BIOMET HOLDINGS INC |
Oct 22, 2023 Spouse | Nov 8, 2023 | PH Parker-Hannifin Corporation | Buy | 21.45estimated | $372.92 | $1,001 – $15,000 | 8220039 PARKER-HANNIFIN CORP. CMN * |
Oct 20, 2023 Dependent | Nov 8, 2023 | TXN Texas Instruments Incorporated | Buy | 54.13estimated | $147.81 | $1,001 – $15,000 | 8220039 TEXAS INSTRUMENTS INC, CMN |
Oct 20, 2023 Dependent | Nov 8, 2023 | TGT Target Corporation | Buy | 73.51estimated | $108.83 | $1,001 – $15,000 | 8220039 TARGET CORPORATION CMN |
Oct 20, 2023 Dependent | Nov 8, 2023 | PEP PepsiCo, Inc. | Buy | 50estimated | $160.00 | $1,001 – $15,000 | 8220039 PEPSICO, INC. CMN |
Oct 20, 2023 Spouse | Nov 8, 2023 | — ALPHABET INC. CIVIN CLASS C | Buy | — | — | $1,001 – $15,000 | 8220039 ALPHABET INC. CIVIN CLASS C |
Oct 20, 2023 Spouse | Nov 8, 2023 | — BALL CORPORATION CNN | Buy | — | — | $1,001 – $15,000 | 8220039 BALL CORPORATION CNN |
Oct 20, 2023 Spouse | Nov 8, 2023 | PWR Quanta Services, Inc. | Buy | 48.58estimated | $164.70 | $1,001 – $15,000 | 8220039 QUANTA SERVICES INC CMN |
Oct 20, 2023 Member | Nov 8, 2023 | — P ¡MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220039 P ¡MOODY'S CORPORATION CMN |
Oct 20, 2023 Spouse | Nov 8, 2023 | — RESMED INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220039 RESMED INC. CMIN |
Oct 20, 2023 Spouse | Nov 8, 2023 | BAX Baxter International Inc. | Buy | 244.74estimated | $32.69 | $1,001 – $15,000 | 8220039 BAXTER INTERNATIONAL INC CMN |
Oct 20, 2023 Spouse | Nov 8, 2023 | UDR UDR, Inc. | Buy | 230.56estimated | $34.70 | $1,001 – $15,000 | 8220039 UDR INC CMN |
Oct 20, 2023 Spouse | Nov 8, 2023 | — FRANKLIN RESDURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 FRANKLIN RESDURCES INC CMN |
Oct 20, 2023 Spouse | Nov 8, 2023 | — MASCO CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220039 MASCO CORPORATION CMN |
Oct 20, 2023 Spouse | Nov 8, 2023 | — PPG INDUSTRIES, INC. CIVIN | Buy | — | — | $1,001 – $15,000 | 8220039 PPG INDUSTRIES, INC. CIVIN |
Oct 20, 2023 Spouse | Nov 8, 2023 | TEL TE Connectivity plc Ordinary Shares | Buy | 68.03estimated | $117.60 | $1,001 – $15,000 | 8220039 ITE CONNECTIVITY LTD CMN |
Oct 20, 2023 Spouse | Nov 8, 2023 | — WALT DISNEY COMPANY (THE) CAN * | Buy | — | — | $1,001 – $15,000 | 8220039 WALT DISNEY COMPANY (THE) CAN * |
Oct 20, 2023 Dependent | Nov 8, 2023 | — AMERICAN INTL GROUP, INC, CMN | Buy | — | — | $1,001 – $15,000 | 8220039 AMERICAN INTL GROUP, INC, CMN |
Oct 20, 2023 Dependent | Nov 8, 2023 | AMZN Amazon.com, Inc. | Buy | 63.92estimated | $125.17 | $1,001 – $15,000 | 8220039 AMAZON.COM INC CMN |
Oct 20, 2023 Dependent | Nov 8, 2023 | WFC Wells Fargo & Company | Buy | 198.67estimated | $40.27 | $1,001 – $15,000 | 8220039 WELLS FARGO & CO (NEW) CMN |
Oct 20, 2023 Dependent | Nov 8, 2023 | — FERGUSON PLC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 FERGUSON PLC CMN |
Oct 20, 2023 Dependent | Nov 8, 2023 | — REGAL REXNORO CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220039 REGAL REXNORO CORP CMN |
Oct 20, 2023 Dependent | Nov 8, 2023 | — PARKER-HANNIFIN CORP.CMIN | Buy | — | — | $1,001 – $15,000 | 8220039 PARKER-HANNIFIN CORP.CMIN |
Oct 19, 2023 Spouse | Nov 8, 2023 | — EXTRA SPACE STORAGE INC. CMAN | Buy | — | — | $1,001 – $15,000 | 8220039 EXTRA SPACE STORAGE INC. CMAN |
Oct 19, 2023 Dependent | Nov 8, 2023 | — EXTRA SPACE STORAGE INC. CIN | Buy | — | — | $1,001 – $15,000 | 8220039 EXTRA SPACE STORAGE INC. CIN |
Oct 18, 2023 Spouse | Nov 8, 2023 | GOOGL Alphabet Inc. Class A | Buy | 57.99estimated | $137.96 | $1,001 – $15,000 | 8220039 ALPHABET INC. CMN |
Oct 17, 2023 Dependent | Nov 8, 2023 | — STRYKER CORPORATIDN CMN | Buy | — | — | $1,001 – $15,000 | 8220039 STRYKER CORPORATIDN CMN |
Oct 17, 2023 Member | Nov 8, 2023 | SBUX Starbucks Corporation | Buy | 84.95estimated | $94.18 | $1,001 – $15,000 | 8220039 STARBUCKS CORP. CMN |
Oct 17, 2023 Spouse | Nov 8, 2023 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 AVANTOR FUNDING, INC. CMN |
Oct 17, 2023 Member | Nov 8, 2023 | — P BAXTER INTERNATIONALINC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 P BAXTER INTERNATIONALINC CMN |
Oct 17, 2023 Dependent | Nov 8, 2023 | VLTO Veralto Corp Common Stock | Buy | 107.42estimated | $74.48 | $1,001 – $15,000 | 8220039 VERALTO CORP |
Oct 16, 2023 Spouse | Nov 8, 2023 | GOOGL Alphabet Inc. Class A | Buy | 57.52estimated | $139.10 | $1,001 – $15,000 | 8220039 ALPHABET INC. CMN |
Oct 16, 2023 Dependent | Nov 8, 2023 | AJG Arthur J. Gallagher & Co. | Buy | 33.82estimated | $236.59 | $1,001 – $15,000 | 8220039 GALLAGHER ARTHUR J & CO |
Oct 13, 2023 Spouse | Nov 8, 2023 | — UNSPONSORED ADR (FRANCE) | Buy | — | — | $1,001 – $15,000 | 8220039 UNSPONSORED ADR (FRANCE) |
Oct 13, 2023 Member | Nov 8, 2023 | — P SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220039 P SPONSORED ADR CMN |
Oct 13, 2023 Spouse | Nov 8, 2023 | — LENEL SOCIETA PER AZIONI ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220039 LENEL SOCIETA PER AZIONI ADR CMN |
Oct 13, 2023 Spouse | Nov 8, 2023 | — (CHF 10 REGO SHS) | Buy | — | — | $1,001 – $15,000 | 8220039 (CHF 10 REGO SHS) |
Oct 13, 2023 Member | Nov 8, 2023 | — P LALPHADET INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 P LALPHADET INC. CMN |
Oct 13, 2023 Spouse | Nov 8, 2023 | — ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220039 ADR CMN |
Oct 13, 2023 Spouse | Nov 8, 2023 | — ABE LTD SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220039 ABE LTD SPONSORED ADR CMN |
Oct 13, 2023 Spouse | Nov 8, 2023 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 AVANTOR FUNDING, INC. CMN |
Oct 13, 2023 Member | Nov 8, 2023 | — P ASML HOLDING N.V. ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220039 P ASML HOLDING N.V. ADR CMN |
Oct 13, 2023 Spouse | Nov 8, 2023 | — STMICRDELECTRONICS NV ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220039 STMICRDELECTRONICS NV ADR CMN |
Oct 13, 2023 Spouse | Nov 8, 2023 | — ISHARES MSCI AUSTRALIA ETF | Buy | — | — | $1,001 – $15,000 | 8220039 ISHARES MSCI AUSTRALIA ETF |
Oct 13, 2023 Spouse | Nov 8, 2023 | — BP P.L.C. SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220039 BP P.L.C. SPONSORED ADR CMN |
Oct 13, 2023 Spouse | Nov 8, 2023 | — SANOFI SPONSORED ADR EMN | Buy | — | — | $1,001 – $15,000 | 8220039 SANOFI SPONSORED ADR EMN |
Oct 13, 2023 Spouse | Nov 8, 2023 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8220039 SPONSORED ADR CMN |
Oct 13, 2023 Dependent | Nov 8, 2023 | GOOGL Alphabet Inc. Class A | Buy | 58.24estimated | $137.36 | $1,001 – $15,000 | 8220039 ALPHABET INC, CMN |
Oct 13, 2023 Dependent | Nov 8, 2023 | — AMERICAN INTL GROUP, INC. CIN | Buy | — | — | $1,001 – $15,000 | 8220039 AMERICAN INTL GROUP, INC. CIN |
Oct 12, 2023 Member | Nov 8, 2023 | — P AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 P AVANTOR FUNDING, INC. CMN |
Oct 11, 2023 Dependent | Nov 8, 2023 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 AMERICAN INTL GROUP, INC. CMN |
Oct 10, 2023 Member | Nov 8, 2023 | GOOGL Alphabet Inc. Class A | Buy | 57.95estimated | $138.06 | $1,001 – $15,000 | 8220039 ALPHABET INC. CMN |
Oct 10, 2023 Member | Nov 8, 2023 | DEI Douglas Emmett, Inc. | Buy | 659.02estimated | $12.14 | $1,001 – $15,000 | 8220039 Se DOUGLAS EMMETT, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | NWL Newell Brands Inc. | Buy | 1,112.73estimated | $7.19 | $1,001 – $15,000 | 8220039 NEWELL BRANDS INC CMN |
Oct 10, 2023 Member | Nov 8, 2023 | — P LICYTE CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220039 P LICYTE CORPORATION CMN |
Oct 10, 2023 Member | Nov 8, 2023 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220039 CORNING INCORPORATED CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — THE BANK OF NY MELLON CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220039 THE BANK OF NY MELLON CORP CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — THE KRAFT HEINZ CD CMN | Buy | — | — | $1,001 – $15,000 | 8220039 THE KRAFT HEINZ CD CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — DEX CORPORATION COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8220039 DEX CORPORATION COMMON STOCK |
Oct 10, 2023 Member | Nov 8, 2023 | — P INTERPUBLIC GROUP COS CMM | Buy | — | — | $1,001 – $15,000 | 8220039 P INTERPUBLIC GROUP COS CMM |
Oct 10, 2023 Spouse | Nov 8, 2023 | OMC Omnicom Group Inc. | Buy | 106.28estimated | $75.28 | $1,001 – $15,000 | 8220039 TOMNICOM GROUP CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — MSCINC. CN | Buy | — | — | $1,001 – $15,000 | 8220039 MSCINC. CN |
Oct 10, 2023 Spouse | Nov 8, 2023 | PAYX Paychex, Inc. | Buy | 67.55estimated | $118.43 | $1,001 – $15,000 | 8220039 PAYCHEX, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | SBUX Starbucks Corporation | Buy | 85.86estimated | $93.18 | $1,001 – $15,000 | 8220039 STARBUCKS CORP. CMN |
Oct 10, 2023 Member | Nov 8, 2023 | HSY The Hershey Company | Buy | 41.17estimated | $194.34 | $1,001 – $15,000 | 8220039 P ¡THE HERSHEY COMPANY CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | NSC Norfolk Southern Corporation | Buy | 39.84estimated | $200.81 | $1,001 – $15,000 | 8220039 NORFOLK SOUTHERN CORP CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — MID-AMERICA APT CMNTYS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 MID-AMERICA APT CMNTYS INC CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | TFC Truist Financial Corporation | Buy | 273.52estimated | $29.25 | $1,001 – $15,000 | 8220039 TRUIST FINANCIAL CORPORATION CMN |
Oct 10, 2023 Member | Nov 8, 2023 | FITB Fifth Third Bancorp | Buy | 320.15estimated | $24.99 | $1,001 – $15,000 | 8220039 P FIFTH THIRD BANCORP CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220039 CATERPILLAR INC (DELAWARE) CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | MDLZ Mondelez International, Inc. Class A | Receive | 125.73estimated | $63.63 | $1,001 – $15,000 | 8220039 MONDELEZ INTERNATIONAL, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | HD Home Depot, Inc. (The) | Buy | 26.74estimated | $299.22 | $1,001 – $15,000 | 8220039 THE HOME DEPOT, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | AAPL Apple Inc. | Buy | 44.85estimated | $178.39 | $1,001 – $15,000 | 8220039 APPLE INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — TIX COMPANIES INC (NEW) CMN | Receive | — | — | $1,001 – $15,000 | 8220039 TIX COMPANIES INC (NEW) CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — PRIZER INC. CMN x | Buy | — | — | $1,001 – $15,000 | 8220039 PRIZER INC. CMN x |
Oct 10, 2023 Member | Nov 8, 2023 | — PEPSICO, INC. CRAN" | Buy | — | — | $1,001 – $15,000 | 8220039 PEPSICO, INC. CRAN" |
Oct 10, 2023 Spouse | Nov 8, 2023 | V Visa Inc. | Buy | 33.81estimated | $236.60 | $1,001 – $15,000 | 8220039 I VISA INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — KIMBERLY-CLARK CORPORATION CUN | Buy | — | — | $1,001 – $15,000 | 8220039 KIMBERLY-CLARK CORPORATION CUN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — DOLLAR TREE STORES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 DOLLAR TREE STORES, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — AMERICAN EXPRESS CO. CAN | Buy | — | — | $1,001 – $15,000 | 8220039 AMERICAN EXPRESS CO. CAN |
Oct 10, 2023 Spouse | Nov 8, 2023 | FAST Fastenal Company | Buy | 286.5estimated | $27.93 | $1,001 – $15,000 | 8220039 FASTENAL COMPANY CMN |
Oct 10, 2023 Member | Nov 8, 2023 | CSGP CoStar Group, Inc. | Buy | 97.57estimated | $82.00 | $1,001 – $15,000 | 8220039 P COSTAR GROUP, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | EFX Equifax, Inc. | Buy | 42.72estimated | $187.26 | $1,001 – $15,000 | 8220039 EQUIFAX INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — TACTIVISION BLIZZARO, INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 TACTIVISION BLIZZARO, INC CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — PHILIP MORRIS INTU INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 PHILIP MORRIS INTU INC CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | SHW Sherwin-Williams Company (The) | Buy | 31.6estimated | $253.20 | $1,001 – $15,000 | 8220039 SHERWIN-WILLIAMS CO CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | MO Altria Group, Inc. | Buy | 188.29estimated | $42.49 | $1,001 – $15,000 | 8220039 ALTRIA GROUP, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — THE TRAVELERS COMPANIES, INC CIN | Buy | — | — | $1,001 – $15,000 | 8220039 THE TRAVELERS COMPANIES, INC CIN |
Oct 10, 2023 Spouse | Nov 8, 2023 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 77.22estimated | $103.61 | $1,001 – $15,000 | 8220039 MERCK & CO, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | URI United Rentals, Inc. | Buy | 17.82estimated | $448.87 | $1,001 – $15,000 | 8220039 (UNITED RENTALS, INC. CMN |
Oct 10, 2023 Member | Nov 8, 2023 | — ELEVANCE HEALTH INC CAN | Buy | — | — | $1,001 – $15,000 | 8220039 ELEVANCE HEALTH INC CAN |
Oct 10, 2023 Spouse | Nov 8, 2023 | ORLY O'Reilly Automotive, Inc. | Buy | 130.71estimated | $61.21 | $1,001 – $15,000 | 8220039 LO'REILLY AUTOMOTIVE, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | COO The Cooper Companies, Inc. | Buy | 101.23estimated | $79.03 | $1,001 – $15,000 | 8220039 COOPER COMPANIES INC (NEW) CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | GWW W.W. Grainger, Inc. | Buy | 11.25estimated | $710.88 | $1,001 – $15,000 | 8220039 W.W.GRAINGER INC CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | YUM Yum! Brands, Inc. | Buy | 66.47estimated | $120.37 | $1,001 – $15,000 | 8220039 YUM BRANDS, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — DISCOVER FINANCIAL SERVICES CMN | Buy | — | — | $1,001 – $15,000 | 8220039 DISCOVER FINANCIAL SERVICES CMN |
Oct 10, 2023 Member | Nov 8, 2023 | XYL Xylem Inc. Common Stock New | Buy | 87.01estimated | $91.95 | $1,001 – $15,000 | 8220039 IXYLEM INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | FTV Fortive Corporation Common Stock | Buy | 143.92estimated | $55.59 | $1,001 – $15,000 | 8220039 FORTIVE CORPORATION CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | HPQ HP Inc. | Buy | 302.71estimated | $26.43 | $1,001 – $15,000 | 8220039 HP INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — CIVIN | Buy | — | — | $1,001 – $15,000 | 8220039 CIVIN |
Oct 10, 2023 Spouse | Nov 8, 2023 | SYY Sysco Corporation | Buy | 124.48estimated | $64.27 | $1,001 – $15,000 | 8220039 SYSCO CORPORATION CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | DOW Dow Inc. Common Stock | Buy | 155.92estimated | $51.31 | $1,001 – $15,000 | 8220039 DOW INC CMN x |
Oct 10, 2023 Member | Nov 8, 2023 | — P COPART, ING CIMIN | Buy | — | — | $1,001 – $15,000 | 8220039 P COPART, ING CIMIN |
Oct 10, 2023 Spouse | Nov 8, 2023 | IR Ingersoll Rand Inc. | Buy | 123.67estimated | $64.69 | $1,001 – $15,000 | 8220039 JINGERSOLL RAND INC CMN |
Oct 10, 2023 Member | Nov 8, 2023 | COF Capital One Financial Corporation | Buy | 82.5estimated | $96.98 | $1,001 – $15,000 | 8220039 P | CAPITAL ONE FINANCIAL CORP CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 71.31estimated | $112.19 | $1,001 – $15,000 | 8220039 ZIMMER BIOMET HOLDINGS INC |
Oct 10, 2023 Spouse | Nov 8, 2023 | ABNB Airbnb, Inc. Class A | Buy | 60.8estimated | $131.59 | $1,001 – $15,000 | 8220039 AIRBNB, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | C Citigroup, Inc. | Buy | 193.06estimated | $41.44 | $1,001 – $15,000 | 8220039 CITIGROUP INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | FCX Freeport-McMoRan, Inc. | Buy | 214.55estimated | $37.29 | $1,001 – $15,000 | 8220039 FREEPORT-MCMORAN INC CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | SNA Snap-On Incorporated | Buy | 30.68estimated | $260.74 | $1,001 – $15,000 | 8220039 SNAP-ON INC CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | AZO AutoZone, Inc. | Buy | 3.1estimated | $2,578 | $1,001 – $15,000 | 8220039 AUTOZONE, INC. CMN |
Oct 10, 2023 Member | Nov 8, 2023 | MSI Motorola Solutions, Inc. | Buy | 28.07estimated | $285.05 | $1,001 – $15,000 | 8220039 P ¡MOTOROLA SOLUTIONS INC CMN * |
Oct 10, 2023 Spouse | Nov 8, 2023 | ROK Rockwell Automation, Inc. | Buy | 27.43estimated | $291.70 | $1,001 – $15,000 | 8220039 ROCKWELL AUTOMATION INC CMN x |
Oct 10, 2023 Spouse | Nov 8, 2023 | TGT Target Corporation | Buy | 72.98estimated | $109.63 | $1,001 – $15,000 | 8220039 TARGET CORPORATION CMN |
Oct 10, 2023 Member | Nov 8, 2023 | TMUS T-Mobile US, Inc. | Buy | 56.18estimated | $142.41 | $1,001 – $15,000 | 8220039 P I-MOBILE US, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — I. ROWE PRICE GROUP, ING CMN | Buy | — | — | $1,001 – $15,000 | 8220039 I. ROWE PRICE GROUP, ING CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | GIS General Mills, Inc. | Buy | 126.47estimated | $63.26 | $1,001 – $15,000 | 8220039 GENERAL MILLS INC CMN |
Oct 10, 2023 Member | Nov 8, 2023 | CTAS Cintas Corporation | Buy | 63.17estimated | $126.66 | $1,001 – $15,000 | 8220039 P CINTAS CORPORATION CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | ROST Ross Stores, Inc. | Buy | 70.74estimated | $113.10 | $1,001 – $15,000 | 8220039 ROSS STORES, INC CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | FISV Fiserv, Inc. | Buy | 69.78estimated | $114.65 | $1,001 – $15,000 | 8220039 FISERV, INC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — LACCENTURE PLE CMN | Buy | — | — | $1,001 – $15,000 | 8220039 LACCENTURE PLE CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | AJG Arthur J. Gallagher & Co. | Buy | 34.26estimated | $233.49 | $1,001 – $15,000 | 8220039 ARTHUR I GALLAGHER & CO CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8220039 EQUINIX, INC. REIT |
Oct 10, 2023 Spouse | Nov 8, 2023 | T AT&T Inc. | Buy | 534.79estimated | $14.96 | $1,001 – $15,000 | 8220039 AT&T INC. CMN |
Oct 10, 2023 Member | Nov 8, 2023 | AFL AFLAC Incorporated | Buy | 101.5estimated | $78.82 | $1,001 – $15,000 | 8220039 AFLAC INCORPORATED CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220039 BLACKSTONE GROUP INC/THE CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | LIN Linde plc Ordinary Shares | Buy | 21.11estimated | $378.96 | $1,001 – $15,000 | 8220039 LINDE PLC CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 QUALCOMM INC CMN |
Oct 10, 2023 Member | Nov 8, 2023 | LOW Lowe's Companies, Inc. | Buy | 39.46estimated | $202.75 | $1,001 – $15,000 | 8220039 P LOWES COMPANIES INC CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | AMP Ameriprise Financial, Inc. | Buy | 24.32estimated | $328.91 | $1,001 – $15,000 | 8220039 AMERIPRISE FINANCIAL, INC. CMN |
Oct 10, 2023 Member | Nov 8, 2023 | — se SPARKER-HANNIFIN CORP. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 se SPARKER-HANNIFIN CORP. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | WFC Wells Fargo & Company | Buy | 200.92estimated | $39.82 | $1,001 – $15,000 | 8220039 WELLS FARGO & CO (NEW) CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | AME AMETEK, Inc. | Buy | 52.89estimated | $151.28 | $1,001 – $15,000 | 8220039 AMETEK INC (NEW) CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — TEXAS INSTRUMENTS JNC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 TEXAS INSTRUMENTS JNC. CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | MSFT Microsoft Corporation | Buy | 24.36estimated | $328.39 | $1,001 – $15,000 | 8220039 MICROSOFT CORPORATION CMN |
Oct 10, 2023 Spouse | Nov 8, 2023 | — INTUITIVE SURGICAL, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220039 INTUITIVE SURGICAL, INC. CAN |
Oct 10, 2023 Spouse | Nov 8, 2023 | ABT Abbott Laboratories | Buy | 82.01estimated | $97.56 | $1,001 – $15,000 | 8220039 ABBOTT LABORATORIES CMN |
Oct 10, 2023 Member | Nov 8, 2023 | KO Coca-Cola Company (The) | Buy | 148.08estimated | $54.03 | $1,001 – $15,000 | 8220039 se COCA-COLA COMPANY (THE) CMN |
Oct 9, 2023 Spouse | Nov 8, 2023 | TFC Truist Financial Corporation | Buy | 291.67estimated | $27.43 | $1,001 – $15,000 | 8220039 TRUIST FINANCIAL CORPORATION CMN! |
Oct 9, 2023 Dependent | Nov 8, 2023 | TFC Truist Financial Corporation | Buy | 291.67estimated | $27.43 | $1,001 – $15,000 | 8220039 TRUIST FINANCIAL CORPORATION CMN |
Oct 6, 2023 Dependent | Nov 8, 2023 | EXR Extra Space Storage Inc | Buy | 67.5estimated | $118.52 | $1,001 – $15,000 | 8220039 (EXTRA SPACE STORAGE INC, CMN |
Oct 6, 2023 Spouse | Nov 8, 2023 | EXR Extra Space Storage Inc | Buy | 67.5estimated | $118.52 | $1,001 – $15,000 | 8220039 EXTRA SPACE STORAGE INC. CMN |
Oct 6, 2023 Dependent | Nov 8, 2023 | GOOGL Alphabet Inc. Class A | Buy | 58.15estimated | $137.58 | $1,001 – $15,000 | 8220039 ALPHABET INC. CMN |
Oct 5, 2023 Dependent | Nov 8, 2023 | — Nextera Enetgy Inc Comr | Buy | — | — | $15,001 – $50,000 | 8220039 Nextera Enetgy Inc Comr |
Oct 5, 2023 Spouse | Nov 8, 2023 | NEE NextEra Energy, Inc. | Buy | 161.79estimated | $49.45 | $1,001 – $15,000 | 8220039 Nextera Energy Inc Com |
Oct 5, 2023 Spouse | Nov 8, 2023 | TFC Truist Financial Corporation | Buy | 293.27estimated | $27.28 | $1,001 – $15,000 | 8220039 TRUIST FINANCIAL CORPORATION CMN |
Oct 5, 2023 Dependent | Nov 8, 2023 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 25.84estimated | $309.66 | $1,001 – $15,000 | 8220039 ACCENTURE PLC CMN |
Oct 5, 2023 Dependent | Nov 8, 2023 | ROST Ross Stores, Inc. | Buy | 71.61estimated | $111.72 | $1,001 – $15,000 | 8220039 ROSS STORES, INC CMN |
Oct 5, 2023 Dependent | Nov 8, 2023 | TFC Truist Financial Corporation | Buy | 293.27estimated | $27.28 | $1,001 – $15,000 | 8220039 TRUIST FINANCIAL CORPORATION CMNÍ |
Oct 5, 2023 Dependent | Nov 8, 2023 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220039 CATERPILLAR INC (DELAWARE) CMN |
Oct 5, 2023 Dependent | Nov 8, 2023 | TFC Truist Financial Corporation | Buy | 293.27estimated | $27.28 | $1,001 – $15,000 | 8220039 TRUIST FINANCIAL CORPORATION CMN! |
Oct 2, 2023 Dependent | Nov 8, 2023 | — CARRIER GLOBAL CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220039 CARRIER GLOBAL CORPORATION OMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — INGERSOL! RAND INE OMN | Buy | — | — | $1,001 – $15,000 | 8220039 INGERSOL! RAND INE OMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | XYL Xylem Inc. Common Stock New | Buy | 87.13estimated | $91.82 | $1,001 – $15,000 | 8220039 XYLEM INC, CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | ENPH Enphase Energy, Inc. | Buy | 68.47estimated | $116.84 | $1,001 – $15,000 | 8220039 ENPHASE ENERGY, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — CINTAS CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8220039 CINTAS CORPORATION OMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — (TE CONNECTIVITY LT CMN | Buy | — | — | $1,001 – $15,000 | 8220039 (TE CONNECTIVITY LT CMN |
Oct 2, 2023 Member | Nov 8, 2023 | TSLA Tesla, Inc. | Buy | 31.8estimated | $251.60 | $1,001 – $15,000 | 8220039 TESLA, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | INTU Intuit Inc. | Buy | 15.45estimated | $517.80 | $1,001 – $15,000 | 8220039 INTUIT INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — (APPLE INC. CN | Buy | — | — | $1,001 – $15,000 | 8220039 (APPLE INC. CN |
Oct 2, 2023 Dependent | Nov 8, 2023 | MSI Motorola Solutions, Inc. | Buy | 29.31estimated | $272.92 | $1,001 – $15,000 | 8220039 MOTOROLA SOLUTIONS INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | CI The Cigna Group | Buy | 27.82estimated | $287.54 | $1,001 – $15,000 | 8220039 CIGNA GROUP/THE CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — JANSTS, ING. CIAN | Buy | — | — | $1,001 – $15,000 | 8220039 JANSTS, ING. CIAN |
Oct 2, 2023 Dependent | Nov 8, 2023 | COO The Cooper Companies, Inc. | Buy | 102.6estimated | $77.98 | $1,001 – $15,000 | 8220039 COOPER COMPANIES INC (NEW) CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — AMAZON COM INC CIN | Buy | — | — | $1,001 – $15,000 | 8220039 AMAZON COM INC CIN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — MONDELEZ INTERMATIONAL INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 MONDELEZ INTERMATIONAL INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | LIN Linde plc Ordinary Shares | Buy | 21.61estimated | $370.21 | $1,001 – $15,000 | 8220039 LINDE PLC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220039 MC DONALDS CORP CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — SYSCO CORPORATION CVIN | Buy | — | — | $1,001 – $15,000 | 8220039 SYSCO CORPORATION CVIN |
Oct 2, 2023 Dependent | Nov 8, 2023 | UNP Union Pacific Corporation | Buy | 39.48estimated | $202.64 | $1,001 – $15,000 | 8220039 UNION PACIFIC CORP. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ULTA BEAUTY INC CMAN | Buy | — | — | $1,001 – $15,000 | 8220039 ULTA BEAUTY INC CMAN |
Oct 2, 2023 Dependent | Nov 8, 2023 | ILMN Illumina, Inc. | Buy | 59.72estimated | $133.96 | $1,001 – $15,000 | 8220039 ILLUMINA, INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — DISCOVER FINANCIAL SERVICES CMN | Buy | — | — | $1,001 – $15,000 | 8220039 DISCOVER FINANCIAL SERVICES CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — FORTINET, INC. CNN | Buy | — | — | $1,001 – $15,000 | 8220039 FORTINET, INC. CNN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ALTRIA GROUP, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220039 ALTRIA GROUP, INC. CMIN |
Oct 2, 2023 Dependent | Nov 8, 2023 | CL Colgate-Palmolive Company | Buy | 113.07estimated | $70.76 | $1,001 – $15,000 | 8220039 COLGATE-PALMOLIVE CO CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | RSG Republic Services, Inc. | Buy | 56.68estimated | $141.16 | $1,001 – $15,000 | 8220039 REPUBLIC SERVICES INC CMN |
Oct 2, 2023 Member | Nov 8, 2023 | T AT&T Inc. | Buy | 545.36estimated | $14.67 | $1,001 – $15,000 | 8220039 JAT&T INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — D.A. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 D.A. HORTON, INC. CMN |
Oct 2, 2023 Member | Nov 8, 2023 | RVTY Revvity, Inc. | Buy | 74.21estimated | $107.81 | $1,001 – $15,000 | 8220039 REVVITY INC CMN |
Oct 2, 2023 Member | Nov 8, 2023 | — DIC (GENUINE PARTS CO. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 DIC (GENUINE PARTS CO. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | KDP Keurig Dr Pepper Inc. | Buy | 256.34estimated | $31.21 | $1,001 – $15,000 | 8220039 KEURIG DR PEPPER INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | RMD ResMed Inc. | Buy | 54.89estimated | $145.75 | $1,001 – $15,000 | 8220039 RESMED INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | ISRG Intuitive Surgical, Inc. | Buy | 27.12estimated | $294.98 | $1,001 – $15,000 | 8220039 INTUITIVE SURGICAL, INC. CMN * |
Oct 2, 2023 Dependent | Nov 8, 2023 | URI United Rentals, Inc. | Buy | 18.29estimated | $437.37 | $1,001 – $15,000 | 8220039 UNITED RENTALS, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 71.8estimated | $111.42 | $1,001 – $15,000 | 8220039 ZIMMER BIOMET HOLDINGS INC |
Oct 2, 2023 Dependent | Nov 8, 2023 | ROST Ross Stores, Inc. | Buy | 69.89estimated | $114.47 | $1,001 – $15,000 | 8220039 (ROSS STORES, INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | DXCM DexCom, Inc. | Buy | 84.62estimated | $94.55 | $1,001 – $15,000 | 8220039 DEXCOM, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220039 ICMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | ORCL Oracle Corporation | Buy | 74.97estimated | $106.71 | $1,001 – $15,000 | 8220039 ORACLE CORPORATION CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8220039 ELECTRONIC ARTS CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | AMP Ameriprise Financial, Inc. | Buy | 24.55estimated | $325.86 | $1,001 – $15,000 | 8220039 AMERIPRISE FINANCIAL, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — BIOGEN INC. CMM | Buy | — | — | $1,001 – $15,000 | 8220039 BIOGEN INC. CMM |
Oct 2, 2023 Dependent | Nov 8, 2023 | ABBV AbbVie Inc. | Buy | 53.97estimated | $148.25 | $1,001 – $15,000 | 8220039 ABBVIE INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | PSA Public Storage | Buy | 30.68estimated | $260.74 | $1,001 – $15,000 | 8220039 (PUBLIC STORAGE CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | JNJ Johnson & Johnson | Buy | 51.57estimated | $155.15 | $1,001 – $15,000 | 8220039 JOHNSON & JOHNSON CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220039 CROWN CASTLE INTL CORP CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | WM Waste Management, Inc. | Buy | 52.91estimated | $151.21 | $1,001 – $15,000 | 8220039 WASTE MANAGEMENT INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — BOOKING HOLDINGS INC. OMN | Buy | — | — | $1,001 – $15,000 | 8220039 BOOKING HOLDINGS INC. OMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — DOLLAR GENERAL CORPORATION CAN | Buy | — | — | $1,001 – $15,000 | 8220039 DOLLAR GENERAL CORPORATION CAN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — CSK CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220039 CSK CORPORATION CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | BLK BlackRock, Inc. | Buy | 12.44estimated | $643.04 | $1,001 – $15,000 | 8220039 BLACKROCK, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — TESTEE LAUDER COS INC CLA CMN | Buy | — | — | $1,001 – $15,000 | 8220039 TESTEE LAUDER COS INC CLA CMN |
Oct 2, 2023 Member | Nov 8, 2023 | ITW Illinois Tool Works Inc. | Buy | 34.77estimated | $230.08 | $1,001 – $15,000 | 8220039 pC. ILLINOIS TOOL WORKS CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | C Citigroup, Inc. | Buy | 197.54estimated | $40.50 | $1,001 – $15,000 | 8220039 CITIGROUP INC, CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — CAPITAL ONE FINANCIAL CORF CMN | Buy | — | — | $1,001 – $15,000 | 8220039 CAPITAL ONE FINANCIAL CORF CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220039 DANAHER CORPORATION CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | NSC Norfolk Southern Corporation | Buy | 41.78estimated | $191.50 | $1,001 – $15,000 | 8220039 NORFOLK SOUTHERN CORP CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | ABT Abbott Laboratories | Buy | 83.57estimated | $95.73 | $1,001 – $15,000 | 8220039 (ABBOTT LABORATORIES CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | ABNB Airbnb, Inc. Class A | Buy | 58.59estimated | $136.56 | $1,001 – $15,000 | 8220039 AIRBNB, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220039 ICMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | MSFT Microsoft Corporation | Buy | 24.86estimated | $321.80 | $1,001 – $15,000 | 8220039 MICROSOFT CORPORATION CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8220039 BERKSHIRE HATHAWAY INC. CLASS B |
Oct 2, 2023 Dependent | Nov 8, 2023 | GIS General Mills, Inc. | Buy | 127.84estimated | $62.58 | $1,001 – $15,000 | 8220039 GENERAL MILLS INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 QUALCOMM INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | CVS CVS Health Corporation | Buy | 114.8estimated | $69.69 | $1,001 – $15,000 | 8220039 CVS HEALTH CORP CMN |
Oct 2, 2023 Member | Nov 8, 2023 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 78.02estimated | $102.55 | $1,001 – $15,000 | 8220039 C MERCK & CO., INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — BLACKSTONE GROUP INC/THE CMN | Buy | — | — | $1,001 – $15,000 | 8220039 BLACKSTONE GROUP INC/THE CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | DIS Walt Disney Company (The) | Buy | 97.96estimated | $81.67 | $1,001 – $15,000 | 8220039 WALT DISNEY COMPANY (THE) CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | TMUS T-Mobile US, Inc. | Buy | 57.45estimated | $139.26 | $1,001 – $15,000 | 8220039 T-MOBILE US, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | FAST Fastenal Company | Buy | 291.67estimated | $27.43 | $1,001 – $15,000 | 8220039 FASTENAL COMPANY CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | UAL United Airlines Holdings, Inc. | Buy | 192.23estimated | $41.62 | $1,001 – $15,000 | 8220039 UNITED AIRLINES HOLDINGS INC CMN |
Oct 2, 2023 Member | Nov 8, 2023 | AAL American Airlines Group Inc. | Buy | 627.49estimated | $12.75 | $1,001 – $15,000 | 8220039 AMERICAN AIRLINES GROUP INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — MARSH & MCLENNAN CO INC CIMN | Buy | — | — | $1,001 – $15,000 | 8220039 MARSH & MCLENNAN CO INC CIMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | TYL Tyler Technologies, Inc. | Buy | 20.92estimated | $382.36 | $1,001 – $15,000 | 8220039 TYLER TECHNOLOGIES, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | IVZ Invesco Ltd | Buy | 563.02estimated | $14.21 | $1,001 – $15,000 | 8220039 INVESCO LTD. CMN |
Oct 2, 2023 Member | Nov 8, 2023 | CFG Citizens Financial Group, Inc. | Buy | 308.78estimated | $25.91 | $1,001 – $15,000 | 8220039 CITIZENS FINANCIAL GROUP, INC. CMN |
Oct 2, 2023 Member | Nov 8, 2023 | TFX Teleflex Incorporated | Buy | 40.84estimated | $195.90 | $1,001 – $15,000 | 8220039 TELEFLEX INC, CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | DOC Healthpeak Properties, Inc. | Buy | 449.21estimated | $17.81 | $1,001 – $15,000 | 8220039 HEALTHPEAK PROPERTIES INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — WHIRLPOOL CORP. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 WHIRLPOOL CORP. CMN |
Oct 2, 2023 Member | Nov 8, 2023 | INCY Incyte Corp. | Buy | 137.8estimated | $58.06 | $1,001 – $15,000 | 8220039 INCYTE CORPORATION CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — VERISIGN, INC, CMN | Receive | — | — | $1,001 – $15,000 | 8220039 VERISIGN, INC, CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — CERIDIAN HOM HOLDING INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 CERIDIAN HOM HOLDING INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220039 HOLOGIC INCORPORATED CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220039 ICMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | ADSK Autodesk, Inc. | Buy | 38.28estimated | $208.99 | $1,001 – $15,000 | 8220039 AUTODESK, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | IDXX IDEXX Laboratories, Inc. | Buy | 18.56estimated | $430.95 | $1,001 – $15,000 | 8220039 IDEXX LABORATORIES CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220039 ICMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — CAMPBELL SOUP CO CMN | Buy | — | — | $1,001 – $15,000 | 8220039 CAMPBELL SOUP CO CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — CERE GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 CERE GROUP, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — COPART, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8220039 COPART, INC. CAN |
Oct 2, 2023 Dependent | Nov 8, 2023 | KR Kroger Company (The) | Buy | 181.71estimated | $44.03 | $1,001 – $15,000 | 8220039 KROGER COMPANY CMN * |
Oct 2, 2023 Dependent | Nov 8, 2023 | — TOMN | Buy | — | — | $1,001 – $15,000 | 8220039 TOMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ROPER TECHNOLOGIES INC CIVIN * | Buy | — | — | $1,001 – $15,000 | 8220039 ROPER TECHNOLOGIES INC CIVIN * |
Oct 2, 2023 Dependent | Nov 8, 2023 | CRM Salesforce, Inc. | Buy | 39.27estimated | $203.71 | $1,001 – $15,000 | 8220039 SALESFORCE INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | PODD Insulet Corporation | Buy | 48.48estimated | $165.04 | $1,001 – $15,000 | 8220039 INSULET CORPORATION CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | PAYC Paycom Software, Inc. | Buy | 30.77estimated | $260.04 | $1,001 – $15,000 | 8220039 PAYCOM SOFTWARE, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — WARNER BROS DISCOVERY INC OMN | Buy | — | — | $1,001 – $15,000 | 8220039 WARNER BROS DISCOVERY INC OMN |
Oct 2, 2023 Member | Nov 8, 2023 | NOW ServiceNow, Inc. | Buy | 72.05estimated | $111.05 | $1,001 – $15,000 | 8220039 SERVICENOW INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — jUS Equity Stock | Buy | — | — | $1,001 – $15,000 | 8220039 jUS Equity Stock |
Oct 2, 2023 Dependent | Nov 8, 2023 | — CLOROX CO (THE (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8220039 CLOROX CO (THE (DELAWARE) CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | GWW W.W. Grainger, Inc. | Buy | 11.52estimated | $694.62 | $1,001 – $15,000 | 8220039 IW.W. GRAINGER INC CMN |
Oct 2, 2023 Member | Nov 8, 2023 | PWR Quanta Services, Inc. | Buy | 45.29estimated | $176.64 | $1,001 – $15,000 | 8220039 C QUANTA SERVICES INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | MRNA Moderna, Inc. | Buy | 77.44estimated | $103.31 | $1,001 – $15,000 | 8220039 MODERNA, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | CSGP CoStar Group, Inc. | Buy | 105.31estimated | $75.97 | $1,001 – $15,000 | 8220039 COSTAR GROUP, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | TSCO Tractor Supply Company | Buy | 196.57estimated | $40.70 | $1,001 – $15,000 | 8220039 TRACTOR SUPPLY COMPANY CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | ELV Elevance Health, Inc. | Buy | 18.18estimated | $440.19 | $1,001 – $15,000 | 8220039 ELEVANCE HEALTH INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | A Agilent Technologies, Inc. | Buy | 72.14estimated | $110.90 | $1,001 – $15,000 | 8220039 AGILENT TECHNOLOGIES, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — METTLER-TOLEDO INTL CMN | Buy | — | — | $1,001 – $15,000 | 8220039 METTLER-TOLEDO INTL CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — JOVIA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 JOVIA HOLDINGS INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | HSY The Hershey Company | Buy | 40.2estimated | $199.01 | $1,001 – $15,000 | 8220039 THE HERSHEY COMPANY CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — THE BANK OF NY MELLON CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220039 THE BANK OF NY MELLON CORP CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | PANW Palo Alto Networks, Inc. | Buy | 67.58estimated | $118.39 | $1,001 – $15,000 | 8220039 PALO ALTO NETWORKS INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ICA HEALTHCARE, INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 ICA HEALTHCARE, INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | HPQ HP Inc. | Buy | 311.67estimated | $25.67 | $1,001 – $15,000 | 8220039 CHP INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — AIR PRODUCTS & CHEMICALS INC OMN * | Buy | — | — | $1,001 – $15,000 | 8220039 AIR PRODUCTS & CHEMICALS INC OMN * |
Oct 2, 2023 Dependent | Nov 8, 2023 | MS Morgan Stanley | Buy | 99.5estimated | $80.41 | $1,001 – $15,000 | 8220039 (MORGAN STANLEY CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | KO Coca-Cola Company (The) | Buy | 144.21estimated | $55.48 | $1,001 – $15,000 | 8220039 COCA-COLA COMPANY (THE) CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — PHILIP MORRIS INTL INC CMIN | Buy | — | — | $1,001 – $15,000 | 8220039 PHILIP MORRIS INTL INC CMIN |
Oct 2, 2023 Member | Nov 8, 2023 | NKE Nike, Inc. | Buy | 84.61estimated | $94.56 | $1,001 – $15,000 | 8220039 C NIKE CLASS-B CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | ALGN Align Technology, Inc. | Buy | 26.69estimated | $299.76 | $1,001 – $15,000 | 8220039 ALIGN TECHNOLOGY, INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8220039 MOODY'S CORPORATION CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | ALB Albemarle Corporation | Buy | 49.26estimated | $162.41 | $1,001 – $15,000 | 8220039 ALBEMARLE CORP CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | GPN Global Payments Inc. | Buy | 69.02estimated | $115.91 | $1,001 – $15,000 | 8220039 (GLOBAL PAYMENTS INC, CMN |
Oct 2, 2023 Member | Nov 8, 2023 | — DIC 5SP GLOBAL INC. CMN | Buy | — | — | $1,001 – $15,000 | 8220039 DIC 5SP GLOBAL INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | CMG Chipotle Mexican Grill, Inc. | Buy | 214.25estimated | $37.34 | $1,001 – $15,000 | 8220039 CHIPOTLE MEXICAN GRILL, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | DE Deere & Company | Buy | 21.4estimated | $373.84 | $1,001 – $15,000 | 8220039 IDEERE & COMPANY CMN |
Oct 2, 2023 Member | Nov 8, 2023 | — ICHARLES RIV LABS INTL INC CMN x | Buy | — | — | $1,001 – $15,000 | 8220039 ICHARLES RIV LABS INTL INC CMN x |
Oct 2, 2023 Dependent | Nov 8, 2023 | KEYS Keysight Technologies Inc. | Buy | 60.75estimated | $131.70 | $1,001 – $15,000 | 8220039 KEYSIGHT TECHNOLOGIES, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — INTL FLAVORS & FRAGRANCE CMN K | Buy | — | — | $1,001 – $15,000 | 8220039 INTL FLAVORS & FRAGRANCE CMN K |
Oct 2, 2023 Dependent | Nov 8, 2023 | TECH Bio-Techne Corp | Buy | 119.14estimated | $67.15 | $1,001 – $15,000 | 8220039 BIO-TECHNE CORPORATION CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | GOOGL Alphabet Inc. Class A | Buy | 59.63estimated | $134.17 | $1,001 – $15,000 | 8220039 ALPHABET INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | MU Micron Technology, Inc. | Buy | 117.72estimated | $67.96 | $1,001 – $15,000 | 8220039 MICRON TECHNOLOGY, INC, CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — (CHUBB LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8220039 (CHUBB LIMITED CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | TROW T. Rowe Price Group, Inc. | Buy | 76.49estimated | $104.59 | $1,001 – $15,000 | 8220039 IT. ROWE PRICE GROUP, INC, CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | OGN Organon & Co. Common Stock | Buy | 479.36estimated | $16.69 | $1,001 – $15,000 | 8220039 (ORGANON & CO CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — SINTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220039 SINTL BUSINESS MACHINES CORP CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — I CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8220039 I CORNING INCORPORATED CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | IP International Paper Company | Buy | 225.56estimated | $35.47 | $1,001 – $15,000 | 8220039 INTERNATIONAL PAPER CO. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — PACCAR INC CIN | Buy | — | — | $1,001 – $15,000 | 8220039 PACCAR INC CIN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8220039 NEWMONT CORP CMN |
Oct 2, 2023 Member | Nov 8, 2023 | — QC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 QC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | LLY Eli Lilly and Company | Buy | 14.86estimated | $538.29 | $1,001 – $15,000 | 8220039 ELI LILLY & CO CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | DRI Darden Restaurants, Inc. | Buy | 56.18estimated | $142.41 | $1,001 – $15,000 | 8220039 DARDEN RESTAURANTS, INC. CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220039 ICMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8220039 ICMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — FRANKLIN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8220039 FRANKLIN RESOURCES INC CMN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — DENTSPLY SIRONA INC CN | Buy | — | — | $1,001 – $15,000 | 8220039 DENTSPLY SIRONA INC CN |
Oct 2, 2023 Dependent | Nov 8, 2023 | — ROLLINS INC. REGOFF SCTASK0796638 | Buy | — | — | $1,001 – $15,000 | 8220039 ROLLINS INC. REGOFF SCTASK0796638 |
Sep 29, 2023 Dependent | Oct 6, 2023 | DIS Walt Disney Company (The) | Buy | 98.71estimated | $81.05 | $1,001 – $15,000 | 8219992 WALT DISNEY COMPANY (THE) CMN |
Sep 29, 2023 Dependent | Oct 6, 2023 | — Coca-Cala Co | Buy | — | — | $1,001 – $15,000 | 8219992 Coca-Cala Co |
Sep 29, 2023 Dependent | Oct 6, 2023 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 26.05estimated | $307.11 | $1,001 – $15,000 | 8219992 Accenture PLC |
Sep 29, 2023 Dependent | Oct 6, 2023 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 37.51estimated | $213.28 | $1,001 – $15,000 | 8219992 Eaton Corporation PLC |
Sep 29, 2023 Dependent | Oct 6, 2023 | ZTS Zoetis Inc. Class A | Buy | 45.99estimated | $173.98 | $1,001 – $15,000 | 8219992 Zoetis Inc |
Sep 29, 2023 Dependent | Oct 6, 2023 | — ConocoPhlilips COM | Buy | — | — | $1,001 – $15,000 | 8219992 ConocoPhlilips COM |
Sep 29, 2023 Dependent | Oct 6, 2023 | KO Coca-Cola Company (The) | Buy | 142.92estimated | $55.98 | $1,001 – $15,000 | 8219992 Coca-Cola Co |
Sep 29, 2023 Dependent | Oct 6, 2023 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 26.05estimated | $307.11 | $1,001 – $15,000 | 8219992 Accenture PLC |
Sep 29, 2023 Dependent | Oct 6, 2023 | TGT Target Corporation | Buy | 72.36estimated | $110.57 | $1,001 – $15,000 | 8219992 Target Corp |
Sep 29, 2023 Dependent | Oct 6, 2023 | ETN Eaton Corporation, PLC Ordinary Shares | Buy | 152.38estimated | $213.28 | $15,001 – $50,000 | 8219992 Eaton Corporation PLC |
Sep 29, 2023 Spouse | Oct 6, 2023 | ZTS Zoetis Inc. Class A | Buy | 45.99estimated | $173.98 | $1,001 – $15,000 | 8219992 Zoetis Inc |
Sep 29, 2023 Spouse | Oct 6, 2023 | COP ConocoPhillips | Buy | 66.78estimated | $119.80 | $1,001 – $15,000 | 8219992 ConocoPhillips COM |
Sep 29, 2023 Spouse | Oct 6, 2023 | KO Coca-Cola Company (The) | Buy | 142.92estimated | $55.98 | $1,001 – $15,000 | 8219992 Coca-Cola Co |
Sep 29, 2023 Spouse | Oct 6, 2023 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 26.05estimated | $307.11 | $1,001 – $15,000 | 8219992 Accenture PLC |
Sep 29, 2023 Spouse | Oct 6, 2023 | TGT Target Corporation | Buy | 72.36estimated | $110.57 | $1,001 – $15,000 | 8219992 Target Corp |
Sep 28, 2023 Spouse | Oct 6, 2023 | BAX Baxter International Inc. | Buy | 213.12estimated | $37.54 | $1,001 – $15,000 | 8219992 BAXTER INTERNATIONAL INC CMN |
Sep 28, 2023 Dependent | Oct 6, 2023 | DIS Walt Disney Company (The) | Buy | 99.84estimated | $80.13 | $1,001 – $15,000 | 8219992 WALT DISNEY COMPANY (THE) CMN |
Sep 27, 2023 Spouse | Oct 6, 2023 | GM General Motors Company | Buy | 247.31estimated | $32.35 | $1,001 – $15,000 | 8219992 GENERAL MOTORS COMPANY CMN |
Sep 27, 2023 Spouse | Oct 6, 2023 | BAX Baxter International Inc. | Buy | 214.32estimated | $37.33 | $1,001 – $15,000 | 8219992 BAXTER INTERNATIONAL INC CMN |
Sep 27, 2023 Dependent | Oct 6, 2023 | GM General Motors Company | Buy | 247.31estimated | $32.35 | $1,001 – $15,000 | 8219992 GENERAL MOTORS COMPANY CMN |
Sep 27, 2023 Dependent | Oct 6, 2023 | — WALT DISNEY COMPANY (THE) CMM | Buy | — | — | $1,001 – $15,000 | 8219992 WALT DISNEY COMPANY (THE) CMM |
Sep 25, 2023 Dependent | Oct 6, 2023 | — Class A1 Series 11 | Buy | — | — | $1,001 – $15,000 | 8219992 Class A1 Series 11 |
Sep 25, 2023 Dependent | Oct 6, 2023 | EXR Extra Space Storage Inc | Buy | 65.34estimated | $122.44 | $1,001 – $15,000 | 8219992 EXTRA SPACE STORAGE INC. CMN |
Sep 25, 2023 Dependent | Oct 6, 2023 | — Class Al Series 11 | Buy | — | — | $1,001 – $15,000 | 8219992 Class Al Series 11 |
Sep 25, 2023 Spouse | Oct 6, 2023 | EXR Extra Space Storage Inc | Buy | 65.34estimated | $122.44 | $1,001 – $15,000 | 8219992 EXTRA SPACE STORAGE INC. CMN |
Sep 21, 2023 Spouse | Oct 6, 2023 | — LIVENT CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219992 LIVENT CORPORATION CMN |
Sep 21, 2023 Spouse | Oct 6, 2023 | — (OMN _* | Buy | — | — | $1,001 – $15,000 | 8219992 (OMN _* |
Sep 21, 2023 Spouse | Oct 6, 2023 | — EXTRA SPACE STORAGE INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8219992 EXTRA SPACE STORAGE INC. CMIN |
Sep 21, 2023 Dependent | Oct 6, 2023 | EXR Extra Space Storage Inc | Buy | 65.26estimated | $122.59 | $1,001 – $15,000 | 8219992 EXTRA SPACE STORAGE INC. CMN |
Sep 20, 2023 Dependent | Oct 6, 2023 | DIS Walt Disney Company (The) | Buy | 96.91estimated | $82.56 | $1,001 – $15,000 | 8219992 WALT DISNEY COMPANY (THE) CMN |
Sep 20, 2023 Dependent | Oct 6, 2023 | EXR Extra Space Storage Inc | Buy | 62.73estimated | $127.54 | $1,001 – $15,000 | 8219992 EXTRA SPACE STORAGE INC. CMN |
Sep 20, 2023 Spouse | Oct 6, 2023 | DIS Walt Disney Company (The) | Buy | 96.91estimated | $82.56 | $1,001 – $15,000 | 8219992 WALT DISNEY COMPANY (THE) CMN |
Sep 20, 2023 Spouse | Oct 6, 2023 | EXR Extra Space Storage Inc | Buy | 62.73estimated | $127.54 | $1,001 – $15,000 | 8219992 EXTRA SPACE STORAGE INC. CMN * |
Sep 19, 2023 Member | Oct 6, 2023 | — DOWALT DISNEY COMPANY (THE) CMN | Buy | — | — | $1,001 – $15,000 | 8219992 DOWALT DISNEY COMPANY (THE) CMN |
Sep 19, 2023 Spouse | Oct 6, 2023 | DIS Walt Disney Company (The) | Buy | 97.64estimated | $81.94 | $1,001 – $15,000 | 8219992 WALT DISNEY COMPANY (THE) CMN |
Sep 19, 2023 Spouse | Oct 6, 2023 | TGT Target Corporation | Buy | 66.58estimated | $120.17 | $1,001 – $15,000 | 8219992 TARGET CORPORATION CMN |
Sep 19, 2023 Dependent | Oct 6, 2023 | TGT Target Corporation | Buy | 66.58estimated | $120.17 | $1,001 – $15,000 | 8219992 TARGET CORPORATION CMN |
Sep 18, 2023 Dependent | Oct 6, 2023 | MRSH Marsh | Buy | 40.46estimated | $197.73 | $1,001 – $15,000 | 8219992 MARSH & MCLENNAN CO INC CMN * |
Sep 18, 2023 Dependent | Oct 6, 2023 | EXR Extra Space Storage Inc | Buy | 63.2estimated | $126.60 | $1,001 – $15,000 | 8219992 EXTRA SPACE STORAGE INC. CMN |
Sep 18, 2023 Spouse | Oct 6, 2023 | EXR Extra Space Storage Inc | Buy | 63.2estimated | $126.60 | $1,001 – $15,000 | 8219992 EXTRA SPACE STORAGE INC. CMN |
Sep 15, 2023 Dependent | Oct 6, 2023 | MSFT Microsoft Corporation | Buy | 24.23estimated | $330.22 | $1,001 – $15,000 | 8219992 MICROSOFT CORP |
Sep 15, 2023 Dependent | Oct 6, 2023 | — BLOCK INC CL A | Receive | — | — | $1,001 – $15,000 | 8219992 BLOCK INC CL A |
Sep 15, 2023 Dependent | Oct 6, 2023 | IT Gartner, Inc. | Buy | 22.85estimated | $350.14 | $1,001 – $15,000 | 8219992 GARTNER INC |
Sep 14, 2023 Dependent | Oct 6, 2023 | — KKA & CO. INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219992 KKA & CO. INC. CMN |
Sep 14, 2023 Spouse | Oct 6, 2023 | KKR KKR & Co. Inc. | Receive | 125.56estimated | $63.72 | $1,001 – $15,000 | 8219992 KKR & CO. INC. CMN |
Sep 13, 2023 Dependent | Oct 6, 2023 | RRX Regal Rexnord Corporation | Buy | 53.59estimated | $149.30 | $1,001 – $15,000 | 8219992 REGAL REXNORD CORP CMN |
Sep 13, 2023 Dependent | Oct 6, 2023 | HUM Humana Inc. | Buy | 16.93estimated | $472.50 | $1,001 – $15,000 | 8219992 HUMANA INC. CMN |
Sep 13, 2023 Dependent | Oct 6, 2023 | NVR NVR, Inc. | Buy | 1.31estimated | $6,099 | $1,001 – $15,000 | 8219992 NVR INC CMN |
Sep 13, 2023 Member | Oct 6, 2023 | GOOGL Alphabet Inc. Class A | Receive | 58.52estimated | $136.71 | $1,001 – $15,000 | 8219992 ALPHABET INC. CMN |
Sep 13, 2023 Dependent | Oct 6, 2023 | — HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219992 HONEYWELL INTL INC CMN |
Sep 13, 2023 Dependent | Oct 6, 2023 | LEA Lear Corporation | Buy | 58.41estimated | $136.97 | $1,001 – $15,000 | 8219992 LEAR CORPORATION CMN |
Sep 13, 2023 Dependent | Oct 6, 2023 | — JCMN | Buy | — | — | $1,001 – $15,000 | 8219992 JCMN |
Sep 13, 2023 Spouse | Oct 6, 2023 | WFC Wells Fargo & Company | Buy | 189.36estimated | $42.25 | $1,001 – $15,000 | 8219992 WELLS FARGO & CO (NEW) CMN |
Sep 13, 2023 Spouse | Oct 6, 2023 | — FERGUSON PLC CMN | Buy | — | — | $1,001 – $15,000 | 8219992 FERGUSON PLC CMN |
Sep 13, 2023 Spouse | Oct 6, 2023 | — HONEYWELL INTLING CAN | Buy | — | — | $1,001 – $15,000 | 8219992 HONEYWELL INTLING CAN |
Sep 13, 2023 Spouse | Oct 6, 2023 | — JEMN | Buy | — | — | $1,001 – $15,000 | 8219992 JEMN |
Sep 13, 2023 Member | Oct 6, 2023 | LEA Lear Corporation | Buy | 58.41estimated | $136.97 | $1,001 – $15,000 | 8219992 ILEAR CORPORATION CMN |
Sep 13, 2023 Dependent | Oct 6, 2023 | HCA HCA Healthcare, Inc. | Buy | 30.48estimated | $262.49 | $1,001 – $15,000 | 8219992 HCA HEALTHCARE, INC CMN |
Sep 13, 2023 Spouse | Oct 6, 2023 | UNP Union Pacific Corporation | Buy | 37.72estimated | $212.13 | $1,001 – $15,000 | 8219992 UNION PACIFIC CORP. CMN * |
Sep 13, 2023 Spouse | Oct 6, 2023 | RRX Regal Rexnord Corporation | Buy | 53.59estimated | $149.30 | $1,001 – $15,000 | 8219992 REGAL REXNORD CORP CMN |
Sep 13, 2023 Spouse | Oct 6, 2023 | — HICA HEALTHCARE, INC OMN | Buy | — | — | $1,001 – $15,000 | 8219992 HICA HEALTHCARE, INC OMN |
Sep 13, 2023 Spouse | Oct 6, 2023 | HUM Humana Inc. | Buy | 16.93estimated | $472.50 | $1,001 – $15,000 | 8219992 HUMANA INC. CMN |
Sep 8, 2023 Member | Oct 6, 2023 | — NOVO-NORDISK A/S ADR ADR CMN | Buy | — | — | $1,001 – $15,000 | 8219992 NOVO-NORDISK A/S ADR ADR CMN |
Sep 8, 2023 Spouse | Oct 6, 2023 | — LIVENT CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219992 LIVENT CORPORATION CMN |
Sep 8, 2023 Member | Oct 6, 2023 | — FUND | Buy | — | — | $1,001 – $15,000 | 8219992 FUND |
Sep 8, 2023 Spouse | Oct 6, 2023 | — SHELL PLC SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8219992 SHELL PLC SPONSORED ADR CMN |
Sep 8, 2023 Spouse | Oct 6, 2023 | — SANOFI SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8219992 SANOFI SPONSORED ADR CMN |
Sep 7, 2023 Member | Oct 6, 2023 | MU Micron Technology, Inc. | Buy | 114.51estimated | $69.87 | $1,001 – $15,000 | 8219992 P MICRON TECHNOLOGY, INC. CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219992 NEWMONT CORP CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | T AT&T Inc. | Buy | 547.6estimated | $14.61 | $1,001 – $15,000 | 8219992 AT&T INC. CMN * |
Sep 6, 2023 Spouse | Oct 6, 2023 | HRL Hormel Foods Corporation | Buy | 214.78estimated | $37.25 | $1,001 – $15,000 | 8219992 HORMEL FOODS CORPORATION CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | CARR Carrier Global Corporation Common Stock | Buy | 141.85estimated | $56.40 | $1,001 – $15,000 | 8219992 CARRIER GLOBAL CORPORATION CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | MSI Motorola Solutions, Inc. | Buy | 28.48estimated | $280.92 | $1,001 – $15,000 | 8219992 MOTOROLA SOLUTIONS INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | GIS General Mills, Inc. | Buy | 121.46estimated | $65.87 | $1,001 – $15,000 | 8219992 GENERAL MILLS INC CMN |
Sep 6, 2023 Member | Oct 6, 2023 | — P ¡AON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219992 P ¡AON PUBLIC LIMITED COMPANY CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | AMCR Amcor plc Ordinary Shares | Buy | 172.42estimated | $46.40 | $1,001 – $15,000 | 8219992 JAMCOR PLC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | — REALTY INCOME CORPORATIOM CMN | Buy | — | — | $1,001 – $15,000 | 8219992 REALTY INCOME CORPORATIOM CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | VICI VICI Properties Inc. | Buy | 258estimated | $31.01 | $1,001 – $15,000 | 8219992 VICI PROPERTIES INC. CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | EXR Extra Space Storage Inc | Buy | 63.22estimated | $126.56 | $1,001 – $15,000 | 8219992 EXTRA SPACE STORAGE INC. CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | PSA Public Storage | Buy | 29.77estimated | $268.73 | $1,001 – $15,000 | 8219992 PUBLIC STORAGE CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | TRV The Travelers Companies, Inc. | Buy | 49.81estimated | $160.61 | $1,001 – $15,000 | 8219992 THE TRAVELERS COMPANIES, INC CMN * |
Sep 6, 2023 Spouse | Oct 6, 2023 | — FIDELITY NATL ENFO SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219992 FIDELITY NATL ENFO SVCS INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | KMB Kimberly-Clark Corporation | Buy | 63.2estimated | $126.59 | $1,001 – $15,000 | 8219992 KIMBERLY-CLARK CORPORATION CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | ELV Elevance Health, Inc. | Buy | 17.94estimated | $446.00 | $1,001 – $15,000 | 8219992 ELEVANCE HEALTH INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | RSG Republic Services, Inc. | Buy | 55.5estimated | $144.15 | $1,001 – $15,000 | 8219992 REPUBLIC SERVICES INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | CNC Centene Corporation | Buy | 126.35estimated | $63.32 | $1,001 – $15,000 | 8219992 CENTENE CORPORATION CMN |
Sep 6, 2023 Member | Oct 6, 2023 | — P WELL FAO CONEW CAN | Buy | — | — | $1,001 – $15,000 | 8219992 P WELL FAO CONEW CAN |
Sep 6, 2023 Member | Oct 6, 2023 | — P COLGATE PALMOLIVE CO CMIN | Buy | — | — | $1,001 – $15,000 | 8219992 P COLGATE PALMOLIVE CO CMIN |
Sep 6, 2023 Spouse | Oct 6, 2023 | WMT Walmart Inc. | Receive | 148.64estimated | $53.82 | $1,001 – $15,000 | 8219992 WALMART INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | KO Coca-Cola Company (The) | Buy | 136.11estimated | $58.78 | $1,001 – $15,000 | 8219992 COCA-COLA COMPANY (THE) CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | ABT Abbott Laboratories | Buy | 78.78estimated | $101.56 | $1,001 – $15,000 | 8219992 ABBOTT LABORATORIES CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | PYPL PayPal Holdings, Inc. | Buy | 127.4estimated | $62.80 | $1,001 – $15,000 | 8219992 PAYPAL HOLDINGS, INC. CMN |
Sep 6, 2023 Member | Oct 6, 2023 | TGT Target Corporation | Buy | 64.67estimated | $123.71 | $1,001 – $15,000 | 8219992 TARGET CORPORATION CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219992 PHILIP MORRIS INTL INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | DOC Healthpeak Properties, Inc. | Buy | 391.99estimated | $20.41 | $1,001 – $15,000 | 8219992 HEALTHPEAK PROPERTIES INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | FAST Fastenal Company | Buy | 286.45estimated | $27.93 | $1,001 – $15,000 | 8219992 FASTENAL COMPANY CMN |
Sep 6, 2023 Member | Oct 6, 2023 | BRO Brown & Brown, Inc. | Buy | 110estimated | $72.73 | $1,001 – $15,000 | 8219992 P BROWN & BROWN, INC. CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | — CHUBB LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8219992 CHUBB LIMITED CMN |
Sep 6, 2023 Member | Oct 6, 2023 | AIZ Assurant, Inc. | Buy | 57.98estimated | $137.98 | $1,001 – $15,000 | 8219992 ASSURANT, INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | PNC PNC Financial Services Group, Inc. (The) | Buy | 67.59estimated | $118.36 | $1,001 – $15,000 | 8219992 PNC FINANCIAL SERVICES GROUP, CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | GRMN Garmin Ltd. Common Stock (Switzerland) | Buy | 77.18estimated | $103.66 | $1,001 – $15,000 | 8219992 GARMIN LTD CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | DG Dollar General Corporation | Buy | 63.27estimated | $126.46 | $1,001 – $15,000 | 8219992 DOLLAR GENERAL CORPORATION CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | NWL Newell Brands Inc. | Buy | 804.07estimated | $9.95 | $1,001 – $15,000 | 8219992 NEWELL BRANDS INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8219992 CORNING INCORPORATED CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | CTVA Corteva, Inc. Common Stock | Buy | 851.92estimated | $9.39 | $1,001 – $15,000 | 8219992 CORTEVA, INC. CMN |
Sep 6, 2023 Member | Oct 6, 2023 | — P TYSON FOODS INC CLA CMN | Buy | — | — | $1,001 – $15,000 | 8219992 P TYSON FOODS INC CLA CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | KHC The Kraft Heinz Company | Buy | 245.64estimated | $32.57 | $1,001 – $15,000 | 8219992 THE KRAFT HEINZ CO CMN |
Sep 6, 2023 Member | Oct 6, 2023 | — P THE PROGRESSIVE CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219992 P THE PROGRESSIVE CORPORATION CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | WTW Willis Towers Watson Public Limited Company Ordinary Shares | Buy | 39.11estimated | $204.54 | $1,001 – $15,000 | 8219992 WILLIS TOWERS WATSON PLC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | — CAMPBELL SOUP CO CMN | Buy | — | — | $1,001 – $15,000 | 8219992 CAMPBELL SOUP CO CMN |
Sep 6, 2023 Member | Oct 6, 2023 | BAC Bank of America Corporation | Buy | 281.81estimated | $28.39 | $1,001 – $15,000 | 8219992 P BANK OF AMERICA CORP CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | WRB W.R. Berkley Corporation | Buy | 195.04estimated | $41.02 | $1,001 – $15,000 | 8219992 (W.R. BERKLEY CORPORATION CMN |
Sep 6, 2023 Member | Oct 6, 2023 | HSY The Hershey Company | Buy | 38.03estimated | $210.39 | $1,001 – $15,000 | 8219992 P THE HERSHEY COMPANY CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | — MID-AMERICA APT CMINTYS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219992 MID-AMERICA APT CMINTYS INC CMN |
Sep 6, 2023 Member | Oct 6, 2023 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 75.13estimated | $106.49 | $1,001 – $15,000 | 8219992 P MERCK & CO., INC. CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | BAX Baxter International Inc. | Buy | 201.83estimated | $39.64 | $1,001 – $15,000 | 8219992 BAXTER INTERNATIONAL INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | — ESTEE LAUDER COS INC CL-A CMN | Buy | — | — | $1,001 – $15,000 | 8219992 ESTEE LAUDER COS INC CL-A CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | KDP Keurig Dr Pepper Inc. | Buy | 240.98estimated | $33.20 | $1,001 – $15,000 | 8219992 KEURIG DR PEPPER INC CMN * |
Sep 6, 2023 Spouse | Oct 6, 2023 | MSFT Microsoft Corporation | Buy | 24.03estimated | $332.88 | $1,001 – $15,000 | 8219992 MICROSOFT CORPORATION CMN |
Sep 6, 2023 Member | Oct 6, 2023 | NDAQ Nasdaq, Inc. | Buy | 155.11estimated | $51.58 | $1,001 – $15,000 | 8219992 NASDAQ INC. CMN |
Sep 6, 2023 Member | Oct 6, 2023 | — P KELLOGG COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219992 P KELLOGG COMPANY CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | WM Waste Management, Inc. | Buy | 51.3estimated | $155.97 | $1,001 – $15,000 | 8219992 WASTE MANAGEMENT INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | CVS CVS Health Corporation | Buy | 122.13estimated | $65.51 | $1,001 – $15,000 | 8219992 CVS HEALTH CORP CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219992 MC DONALDS CORP CMN |
Sep 6, 2023 Member | Oct 6, 2023 | — P CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219992 P CROWN CASTLE INTL CORP CMN |
Sep 6, 2023 Dependent | Oct 6, 2023 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Receive | — | — | $1,001 – $15,000 | 8219992 BERKSHIRE HATHAWAY INC. CLASS B |
Sep 6, 2023 Dependent | Oct 6, 2023 | MU Micron Technology, Inc. | Buy | 113.63estimated | $70.41 | $1,001 – $15,000 | 8219992 MICRON TECHNOLOGY, INC. CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | FMC FMC Corporation | Buy | 97.34estimated | $82.19 | $1,001 – $15,000 | 8219992 FMC CORPORATION CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | CAG ConAgra Brands, Inc. | Buy | 275.4estimated | $29.05 | $1,001 – $15,000 | 8219992 CONAGRA BRANDS INC CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | SYY Sysco Corporation | Buy | 116.88estimated | $68.45 | $1,001 – $15,000 | 8219992 SYSCO CORPORATION CMN |
Sep 6, 2023 Member | Oct 6, 2023 | — P INTL.FLAVORS & FRAGRANCE OMN | Buy | — | — | $1,001 – $15,000 | 8219992 P INTL.FLAVORS & FRAGRANCE OMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | UDR UDR, Inc. | Buy | 204.77estimated | $39.07 | $1,001 – $15,000 | 8219992 UDR INC CMN |
Sep 6, 2023 Member | Oct 6, 2023 | TROW T. Rowe Price Group, Inc. | Buy | 71.75estimated | $111.50 | $1,001 – $15,000 | 8219992 P _T. ROWE PRICE GROUP, INC. CMN |
Sep 6, 2023 Spouse | Oct 6, 2023 | INCY Incyte Corp. | Buy | 126.61estimated | $63.19 | $1,001 – $15,000 | 8219992 INCYTE CORPORATION CMN |
Sep 6, 2023 Member | Oct 6, 2023 | C Citigroup, Inc. | Buy | 193.39estimated | $41.37 | $1,001 – $15,000 | 8219992 CITIGROUP INC. CMN |
Sep 5, 2023 Spouse | Oct 6, 2023 | ABBV AbbVie Inc. | Buy | 54.76estimated | $146.10 | $1,001 – $15,000 | 8219992 ABBVIE INC CMN |
Sep 5, 2023 Member | Oct 6, 2023 | PFE Pfizer, Inc. | Buy | 226.13estimated | $35.38 | $1,001 – $15,000 | 8219992 P - PFIZER INC. CMN |
Sep 5, 2023 Spouse | Oct 6, 2023 | DXC DXC Technology Company Common Stock | Buy | 377.92estimated | $21.17 | $1,001 – $15,000 | 8219992 DXC TECHNOLOGY COMPANY CMN |
Sep 5, 2023 Member | Oct 6, 2023 | — P ISOUTHWEST AIRLINES CO CMN | Buy | — | — | $1,001 – $15,000 | 8219992 P ISOUTHWEST AIRLINES CO CMN |
Sep 5, 2023 Spouse | Oct 6, 2023 | COR Cencora, Inc. | Buy | 46.28estimated | $172.87 | $1,001 – $15,000 | 8219992 CENCORA INC CMN |
Sep 5, 2023 Spouse | Oct 6, 2023 | CAH Cardinal Health, Inc. | Buy | 92.06estimated | $86.91 | $1,001 – $15,000 | 8219992 CARDINAL HEALTH, INC. CMN |
Sep 3, 2023 Spouse | Sep 6, 2023 | C Citigroup, Inc. | Buy | 192.37estimated | $41.59 | $1,001 – $15,000 | 8219953 CITIGROUP INC. CMN |
Sep 1, 2023 Dependent | Oct 6, 2023 | ISRG Intuitive Surgical, Inc. | Buy | 25.77estimated | $310.41 | $1,001 – $15,000 | 8219992 INTUITIVE SURGICAL, INC. CMN * |
Sep 1, 2023 Dependent | Oct 6, 2023 | — BA Series 1 | Buy | — | — | $1,001 – $15,000 | 8219992 BA Series 1 |
Sep 1, 2023 Dependent | Oct 6, 2023 | MS Morgan Stanley | Buy | 93.3estimated | $85.75 | $1,001 – $15,000 | 8219992 MORGAN STANLEY CMN |
Sep 1, 2023 Dependent | Oct 6, 2023 | SHW Sherwin-Williams Company (The) | Buy | 29.11estimated | $274.82 | $1,001 – $15,000 | 8219992 SHERWIN WILLIAMS CO CMN |
Sep 1, 2023 Dependent | Oct 6, 2023 | SHW Sherwin-Williams Company (The) | Buy | 29.11estimated | $274.82 | $1,001 – $15,000 | 8219992 SHERWIN-WILLIAMS CO CMN |
Sep 1, 2023 Spouse | Oct 6, 2023 | — SHERWIN-WILLIAMS CONN | Receive | — | — | $1,001 – $15,000 | 8219992 SHERWIN-WILLIAMS CONN |
Aug 31, 2023 Spouse | Sep 6, 2023 | SHW Sherwin-Williams Company (The) | Buy | 29.44estimated | $271.72 | $1,001 – $15,000 | 8219953 SHERWIN-WILLIAMS CO CMN |
Aug 31, 2023 Spouse | Sep 6, 2023 | DD DuPont de Nemours, Inc. | Receive | 84.06estimated | $95.18 | $1,001 – $15,000 | 8219953 DUPONT DE NEMOURS INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | CVS CVS Health Corporation | Buy | 119.18estimated | $67.13 | $1,001 – $15,000 | 8219953 cVS HEALTH CORP CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | ITW Illinois Tool Works Inc. | Receive | 32.57estimated | $245.63 | $1,001 – $15,000 | 8219953 ILLINOIS TOOL WORKS CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | GIS General Mills, Inc. | Buy | 116.81estimated | $68.49 | $1,001 – $15,000 | 8219953 GENERAL MILLS INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | MSFT Microsoft Corporation | Buy | 24.36estimated | $328.41 | $1,001 – $15,000 | 8219953 IMICROSOFT CORPORATION CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | NSC Norfolk Southern Corporation | Buy | 38.51estimated | $207.73 | $1,001 – $15,000 | 8219953 INORFOLK SOUTHERN CORP CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | KO Coca-Cola Company (The) | Buy | 132.24estimated | $60.50 | $1,001 – $15,000 | 8219953 COCA-COLA COMPANY (THE) CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 72.74estimated | $109.99 | $1,001 – $15,000 | 8219953 MERCK & CO., INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | PSA Public Storage | Buy | 28.68estimated | $278.93 | $1,001 – $15,000 | 8219953 PUBLIC STORAGE CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — IELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8219953 IELECTRONIC ARTS CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | CL Colgate-Palmolive Company | Buy | 108.89estimated | $73.47 | $1,001 – $15,000 | 8219953 COLGATE-PALMOLIVE CO CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | WM Waste Management, Inc. | Buy | 50.59estimated | $158.13 | $1,001 – $15,000 | 8219953 WASTE MANAGEMENT INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | COF Capital One Financial Corporation | Buy | 77.28estimated | $103.52 | $1,001 – $15,000 | 8219953 CAPITAL ONE FINANCIAL CORP CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | MDLZ Mondelez International, Inc. Class A | Buy | 111.93estimated | $71.48 | $1,001 – $15,000 | 8219953 MONDELEZ INTERNATIONAL, INC. CMNİ |
Aug 29, 2023 Dependent | Sep 6, 2023 | C Citigroup, Inc. | Buy | 191.77estimated | $41.72 | $1,001 – $15,000 | 8219953 CITIGROUP INC, CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8219953 ICMN |
Aug 29, 2023 Member | Sep 6, 2023 | — OC IT-MOBILE US, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219953 OC IT-MOBILE US, INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | SBUX Starbucks Corporation | Buy | 80.69estimated | $99.15 | $1,001 – $15,000 | 8219953 STARBUCKS CORP. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — ADVANCEO MICRO DEVICES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219953 ADVANCEO MICRO DEVICES, INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — MODERNA, INC. CMM | Buy | — | — | $1,001 – $15,000 | 8219953 MODERNA, INC. CMM |
Aug 29, 2023 Dependent | Sep 6, 2023 | TSLA Tesla, Inc. | Buy | 31.11estimated | $257.18 | $1,001 – $15,000 | 8219953 TESLA, INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | AMZN Amazon.com, Inc. | Buy | 59.3estimated | $134.91 | $1,001 – $15,000 | 8219953 AMAZON.COM INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | FAST Fastenal Company | Buy | 278.08estimated | $28.77 | $1,001 – $15,000 | 8219953 FASTENAL COMPANY CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — BERKSHIRE HATHAWAY INC. CLA55 B | Buy | — | — | $1,001 – $15,000 | 8219953 BERKSHIRE HATHAWAY INC. CLA55 B |
Aug 29, 2023 Member | Sep 6, 2023 | — MARSH & MCLENNAN COINC CMN | Buy | — | — | $1,001 – $15,000 | 8219953 MARSH & MCLENNAN COINC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — TYLER TECHNOLOGIES, INC. CN | Buy | — | — | $1,001 – $15,000 | 8219953 TYLER TECHNOLOGIES, INC. CN |
Aug 29, 2023 Dependent | Sep 6, 2023 | ABBV AbbVie Inc. | Buy | 54.21estimated | $147.59 | $1,001 – $15,000 | 8219953 ABBVIE INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — CERIDIAN CM HOLDING INC. CMN x | Buy | — | — | $1,001 – $15,000 | 8219953 CERIDIAN CM HOLDING INC. CMN x |
Aug 29, 2023 Dependent | Sep 6, 2023 | TFX Teleflex Incorporated | Buy | 36.75estimated | $217.68 | $1,001 – $15,000 | 8219953 TELEFLEX INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | ADSK Autodesk, Inc. | Buy | 36.47estimated | $219.40 | $1,001 – $15,000 | 8219953 AUTODESK, INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | MO Altria Group, Inc. | Buy | 180.92estimated | $44.22 | $1,001 – $15,000 | 8219953 ALTRIA GROUP, INC, CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — ISDUTHWEST AIRLINES CO CMN | Buy | — | — | $1,001 – $15,000 | 8219953 ISDUTHWEST AIRLINES CO CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | TROW T. Rowe Price Group, Inc. | Buy | 71.6estimated | $111.74 | $1,001 – $15,000 | 8219953 IT. ROWE PRICE GROUP, INC, CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — CHOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8219953 CHOLOGIC INCORPORATED CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | AMCR Amcor plc Ordinary Shares | Buy | 164.79estimated | $48.55 | $1,001 – $15,000 | 8219953 JAMCOR PLC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — TRUIST FINANCIAL CORPORATION CIVIN | Buy | — | — | $1,001 – $15,000 | 8219953 TRUIST FINANCIAL CORPORATION CIVIN |
Aug 29, 2023 Dependent | Sep 6, 2023 | KVUE Kenvue Inc. | Buy | 349.98estimated | $22.86 | $1,001 – $15,000 | 8219953 KENVUE INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | CAG ConAgra Brands, Inc. | Buy | 264.22estimated | $30.28 | $1,001 – $15,000 | 8219953 CONAGRA BRANDS INC CMN |
Aug 29, 2023 Member | Sep 6, 2023 | — OC CMN | Buy | — | — | $1,001 – $15,000 | 8219953 OC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — CAMPBELL SOUP CO CMN | Buy | — | — | $1,001 – $15,000 | 8219953 CAMPBELL SOUP CO CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — FORTIVE CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8219953 FORTIVE CORPORATION OMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | PANW Palo Alto Networks, Inc. | Buy | 68.4estimated | $116.96 | $1,001 – $15,000 | 8219953 PALO ALTO NETWORKS INC. CMN x |
Aug 29, 2023 Dependent | Sep 6, 2023 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 67.1estimated | $119.23 | $1,001 – $15,000 | 8219953 ZIMMER BIOMET HOLDINGS INC |
Aug 29, 2023 Dependent | Sep 6, 2023 | URI United Rentals, Inc. | Buy | 16.86estimated | $474.60 | $1,001 – $15,000 | 8219953 SUNITED RENTALS, INC. CMN * |
Aug 29, 2023 Dependent | Sep 6, 2023 | NDAQ Nasdaq, Inc. | Buy | 149.99estimated | $53.34 | $1,001 – $15,000 | 8219953 NASDAQ INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | HUM Humana Inc. | Buy | 16.62estimated | $481.30 | $1,001 – $15,000 | 8219953 HUMANA INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | CTAS Cintas Corporation | Buy | 63.71estimated | $125.59 | $1,001 – $15,000 | 8219953 CINTAS CORPORATION CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | IDXX IDEXX Laboratories, Inc. | Buy | 15.64estimated | $511.49 | $1,001 – $15,000 | 8219953 HIDEXX LABORATORIES CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | KMB Kimberly-Clark Corporation | Buy | 61.78estimated | $129.51 | $1,001 – $15,000 | 8219953 KIMBERLY-CLARK CORPORATION CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | AVY Avery Dennison Corporation | Buy | 42.66estimated | $187.52 | $1,001 – $15,000 | 8219953 AVERY DENNISON CORPORATION CMN I |
Aug 29, 2023 Dependent | Sep 6, 2023 | PODD Insulet Corporation | Buy | 42.22estimated | $189.48 | $1,001 – $15,000 | 8219953 INSULET CORPORATION CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | MSI Motorola Solutions, Inc. | Buy | 28.37estimated | $282.03 | $1,001 – $15,000 | 8219953 MOTOROLA SOLUTIONS INC CMN |
Aug 29, 2023 Member | Sep 6, 2023 | NOW ServiceNow, Inc. | Buy | 69.1estimated | $115.77 | $1,001 – $15,000 | 8219953 SERVICENOW INC CMN |
Aug 29, 2023 Member | Sep 6, 2023 | — LDE PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219953 LDE PHILIP MORRIS INTL INC CMN |
Aug 29, 2023 Member | Sep 6, 2023 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219953 DANAHER CORPORATION CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | ISRG Intuitive Surgical, Inc. | Buy | 25.78estimated | $310.39 | $1,001 – $15,000 | 8219953 INTUITIVE SURGICAL, INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | BKNG Booking Holdings Inc. | Buy | 64.29estimated | $124.43 | $1,001 – $15,000 | 8219953 BOOKING HOLDINGS INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | DE Deere & Company | Buy | 19.8estimated | $404.10 | $1,001 – $15,000 | 8219953 DEERE & COMPANY CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | JPM JP Morgan Chase & Co. | Buy | 53.78estimated | $148.76 | $1,001 – $15,000 | 8219953 JPMORGAN CHASE & CO CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — W.W, GRAINGER ING CMN | Buy | — | — | $1,001 – $15,000 | 8219953 W.W, GRAINGER ING CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 8219953 A VOTING |
Aug 29, 2023 Dependent | Sep 6, 2023 | CMG Chipotle Mexican Grill, Inc. | Buy | 210.2estimated | $38.06 | $1,001 – $15,000 | 8219953 CHIPOTLE MEXICAN GRILL, INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | EFX Equifax, Inc. | Buy | 38.95estimated | $205.42 | $1,001 – $15,000 | 8219953 EQUIFAX INC, CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — KELLOGG COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219953 KELLOGG COMPANY CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | VICI VICI Properties Inc. | Buy | 259.08estimated | $30.88 | $1,001 – $15,000 | 8219953 VICI PROPERTIES INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | CARR Carrier Global Corporation Common Stock | Buy | 140.95estimated | $56.76 | $1,001 – $15,000 | 8219953 (CARRIER GLOBAL CORPORATION CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | O Realty Income Corporation | Buy | 141.68estimated | $56.47 | $1,001 – $15,000 | 8219953 REALTY INCOME CORPORATION CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | CTVA Corteva, Inc. Common Stock | Buy | 838.48estimated | $9.54 | $1,001 – $15,000 | 8219953 CORTEVA, INC, CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | PNC PNC Financial Services Group, Inc. (The) | Buy | 66.34estimated | $120.59 | $1,001 – $15,000 | 8219953 PNC FINANCIAL SERVICES GROUP, CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | PYPL PayPal Holdings, Inc. | Buy | 128.01estimated | $62.50 | $1,001 – $15,000 | 8219953 PAYPAL HOLDINGS, INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — EXTRA SPACE STORAGE INC. OMN | Buy | — | — | $1,001 – $15,000 | 8219953 EXTRA SPACE STORAGE INC. OMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | INTU Intuit Inc. | Buy | 14.91estimated | $536.49 | $1,001 – $15,000 | 8219953 INTUIT INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — METTLER-TOLEDO INTL CMN | Buy | — | — | $1,001 – $15,000 | 8219953 METTLER-TOLEDO INTL CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | BAC Bank of America Corporation | Buy | 274.27estimated | $29.17 | $1,001 – $15,000 | 8219953 BANK OF AMERICA CORP CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | PFE Pfizer, Inc. | Buy | 221.31estimated | $36.15 | $1,001 – $15,000 | 8219953 PFIZER INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — THE HERSHEY COMPANY CMIN | Buy | — | — | $1,001 – $15,000 | 8219953 THE HERSHEY COMPANY CMIN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — AT&T INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8219953 AT&T INC. CMIN |
Aug 29, 2023 Member | Sep 6, 2023 | SHW Sherwin-Williams Company (The) | Buy | 29.58estimated | $270.46 | $1,001 – $15,000 | 8219953 P SHERWIN-WILLIAMS CO CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — IMC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219953 IMC DONALDS CORP CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | TGT Target Corporation | Buy | 63.42estimated | $126.16 | $1,001 – $15,000 | 8219953 TARGET CORPORATION CMN |
Aug 29, 2023 Member | Sep 6, 2023 | HD Home Depot, Inc. (The) | Buy | 24.29estimated | $329.38 | $1,001 – $15,000 | 8219953 OC THE HOME DEPOT, INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — EMIN | Buy | — | — | $1,001 – $15,000 | 8219953 EMIN |
Aug 29, 2023 Dependent | Sep 6, 2023 | WTW Willis Towers Watson Public Limited Company Ordinary Shares | Buy | 38.53estimated | $207.63 | $1,001 – $15,000 | 8219953 WILLIS TOWERS WATSON PLC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — DOLLAR TREE STORES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219953 DOLLAR TREE STORES, INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — LRQ CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219953 LRQ CORPORATION CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | SYY Sysco Corporation | Buy | 113.51estimated | $70.48 | $1,001 – $15,000 | 8219953 SYSCO CORPORATION CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | APD Air Products and Chemicals, Inc. | Buy | 27.24estimated | $293.66 | $1,001 – $15,000 | 8219953 AIR PRODUCTS & CHEMICALS INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — (ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219953 (ANSYS, INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | BWA BorgWarner Inc. | Buy | 196.38estimated | $40.74 | $1,001 – $15,000 | 8219953 BORGWARNER INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — ALIGN TECHNOLOGY, INC CIVIN | Buy | — | — | $1,001 – $15,000 | 8219953 ALIGN TECHNOLOGY, INC CIVIN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — THE PROGRESSIVE CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219953 THE PROGRESSIVE CORPORATION CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — PARAMDUNT GLOBAL OMN CLASS B | Buy | — | — | $1,001 – $15,000 | 8219953 PARAMDUNT GLOBAL OMN CLASS B |
Aug 29, 2023 Member | Sep 6, 2023 | — CEX CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8219953 CEX CORPORATION OMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | GOOGL Alphabet Inc. Class A | Buy | 59.45estimated | $134.57 | $1,001 – $15,000 | 8219953 ALPHABET INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | ULTA Ulta Beauty, Inc. | Buy | 19.27estimated | $415.11 | $1,001 – $15,000 | 8219953 JULTA BEAUTY INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | GRMN Garmin Ltd. Common Stock (Switzerland) | Buy | 75.83estimated | $105.50 | $1,001 – $15,000 | 8219953 GARMIN LTD CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219953 NEWMONT CORP CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | TBBK The Bancorp Inc | Buy | 217.58estimated | $36.77 | $1,001 – $15,000 | 8219953 IU.S. BANCORP CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | KEY KeyCorp | Buy | 713.69estimated | $11.21 | $1,001 – $15,000 | 8219953 (KEYCORP CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8219953 QUALCOMM INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | GPC Genuine Parts Company | Buy | 51.62estimated | $155.00 | $1,001 – $15,000 | 8219953 (GENUINE PARTS CO. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — ILLUMINA, INC CYN | Buy | — | — | $1,001 – $15,000 | 8219953 ILLUMINA, INC CYN |
Aug 29, 2023 Dependent | Sep 6, 2023 | XYZ Block, Inc. Class A Common Stock, | Buy | 138.51estimated | $57.76 | $1,001 – $15,000 | 8219953 BLOCK, INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | KEYS Keysight Technologies Inc. | Buy | 60.49estimated | $132.26 | $1,001 – $15,000 | 8219953 KEYSIGHT TECHNOLOGIES, INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — DISCOVER FINANCIAL SERVICES CMN | Buy | — | — | $1,001 – $15,000 | 8219953 DISCOVER FINANCIAL SERVICES CMN |
Aug 29, 2023 Member | Sep 6, 2023 | — FORTINET, INC. GIMN | Buy | — | — | $1,001 – $15,000 | 8219953 FORTINET, INC. GIMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | RMD ResMed Inc. | Buy | 48.8estimated | $163.93 | $1,001 – $15,000 | 8219953 RESMED INC. CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | DIS Walt Disney Company (The) | Buy | 94.79estimated | $84.40 | $1,001 – $15,000 | 8219953 WALT DISNEY COMPANY (THE) CMN * |
Aug 29, 2023 Member | Sep 6, 2023 | — aC INTL.FLAVORS & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 8219953 aC INTL.FLAVORS & FRAGRANCE CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — CHARLES RIV LARS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219953 CHARLES RIV LARS INTL INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | — ORACLE CORPORATION CAN | Buy | — | — | $1,001 – $15,000 | 8219953 ORACLE CORPORATION CAN |
Aug 29, 2023 Dependent | Sep 6, 2023 | RSG Republic Services, Inc. | Buy | 54.82estimated | $145.94 | $1,001 – $15,000 | 8219953 REPUBLIC SERVICES INC CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | ABT Abbott Laboratories | Buy | 77.02estimated | $103.87 | $1,001 – $15,000 | 8219953 ABBOTT LABORATORIES CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | DG Dollar General Corporation | Buy | 51.62estimated | $154.99 | $1,001 – $15,000 | 8219953 DOLLAR GENERAL CORPORATION CMN |
Aug 29, 2023 Dependent | Sep 6, 2023 | SHW Sherwin-Williams Company (The) | Buy | 29.58estimated | $270.46 | $1,001 – $15,000 | 8219953 SHERWIN-WILLIAMS CO CMN |
Aug 25, 2023 Member | Sep 6, 2023 | NASC CAN CLASS N | Buy | — | — | $1,001 – $15,000 | 8219953 P CAN |
Aug 25, 2023 Dependent | Sep 6, 2023 | — CROWN CASTLE INTL CORP OMN | Buy | — | — | $1,001 – $15,000 | 8219953 CROWN CASTLE INTL CORP OMN |
Aug 23, 2023 Dependent | Sep 6, 2023 | TGT Target Corporation | Buy | 64.93estimated | $123.21 | $1,001 – $15,000 | 8219953 TARGET CORPORATION CMN |
Aug 23, 2023 Spouse | Sep 6, 2023 | TGT Target Corporation | Buy | 64.93estimated | $123.21 | $1,001 – $15,000 | 8219953 ITARGET CORPORATION CMN |
Aug 23, 2023 Dependent | Sep 6, 2023 | — CINCINNATI FINANCIAL CRP CMN | Buy | — | — | $1,001 – $15,000 | 8219953 CINCINNATI FINANCIAL CRP CMN |
Aug 22, 2023 Dependent | Sep 6, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8219953 ICMN |
Aug 21, 2023 Dependent | Sep 6, 2023 | — MICROSOFT CORO | Buy | — | — | $1,001 – $15,000 | 8219953 MICROSOFT CORO |
Aug 21, 2023 Spouse | Sep 6, 2023 | — GRAPHIC PACKAGING HLOGCO CMN | Buy | — | — | $1,001 – $15,000 | 8219953 GRAPHIC PACKAGING HLOGCO CMN |
Aug 21, 2023 Member | Sep 6, 2023 | BAX Baxter International Inc. | Buy | 190.35estimated | $42.03 | $1,001 – $15,000 | 8219953 BAXTER INTERNATIONAL INC CMN |
Aug 21, 2023 Dependent | Sep 6, 2023 | — BAXTER INTERNATIONAL INC OMIN | Buy | — | — | $1,001 – $15,000 | 8219953 BAXTER INTERNATIONAL INC OMIN |
Aug 18, 2023 Spouse | Sep 6, 2023 | URBN Urban Outfitters, Inc. | Receive | 223.85estimated | $35.74 | $1,001 – $15,000 | 8219953 JURBAN OUTFITTERS INC CMN |
Aug 17, 2023 Spouse | Sep 6, 2023 | — DUPONT DE NEMOURS INC OMN | Receive | — | — | $1,001 – $15,000 | 8219953 DUPONT DE NEMOURS INC OMN |
Aug 11, 2023 Dependent | Sep 6, 2023 | — Unlted States Treastry BINl Zero CPN | Buy | — | — | $100,001 – $250,000 | 8219953 Unlted States Treastry BINl Zero CPN |
Aug 11, 2023 Spouse | Sep 6, 2023 | — SANOFI SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8219953 SANOFI SPONSORED ADR CMN |
Aug 11, 2023 Spouse | Sep 6, 2023 | — CRH PLC SPON ADR ADR CMN | Buy | — | — | $1,001 – $15,000 | 8219953 CRH PLC SPON ADR ADR CMN |
Aug 11, 2023 Dependent | Sep 6, 2023 | — EDWARD LIFESCIENCES CORP | Buy | — | — | $1,001 – $15,000 | 8219953 EDWARD LIFESCIENCES CORP |
Aug 11, 2023 Spouse | Sep 6, 2023 | — LIVENT CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219953 LIVENT CORPORATION CMN |
Aug 11, 2023 Spouse | Sep 6, 2023 | — SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8219953 SPONSORED ADR CMN |
Aug 10, 2023 Spouse | Sep 6, 2023 | — GRAPHIC PACKAGING HLOGCO CAN | Buy | — | — | $1,001 – $15,000 | 8219953 GRAPHIC PACKAGING HLOGCO CAN |
Aug 10, 2023 Spouse | Sep 6, 2023 | — LIVENT CORPORATION CAN | Buy | — | — | $1,001 – $15,000 | 8219953 LIVENT CORPORATION CAN |
Aug 9, 2023 Spouse | Sep 6, 2023 | URBN Urban Outfitters, Inc. | Buy | 215.59estimated | $37.11 | $1,001 – $15,000 | 8219953 TURBAN OUTFITTERS INC CMN |
Aug 9, 2023 Member | Sep 6, 2023 | — P CINTAS CORPORATION CN | Buy | — | — | $1,001 – $15,000 | 8219953 P CINTAS CORPORATION CN |
Aug 9, 2023 Spouse | Sep 6, 2023 | GPN Global Payments Inc. | Buy | 64.5estimated | $124.04 | $1,001 – $15,000 | 8219953 GLOBAL PAYMENTS INC. CMN |
Aug 9, 2023 Spouse | Sep 6, 2023 | — LIVENT CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219953 LIVENT CORPORATION CMN |
Aug 9, 2023 Dependent | Sep 6, 2023 | UBER Uber Technologies, Inc. | Buy | 181.38estimated | $44.11 | $1,001 – $15,000 | 8219953 UBER TECHNOLOGIES INC |
Aug 8, 2023 Spouse | Sep 6, 2023 | BAX Baxter International Inc. | Buy | 187.06estimated | $42.77 | $1,001 – $15,000 | 8219953 BAXTER INTERNATIONAL INC CMN |
Aug 7, 2023 Spouse | Sep 6, 2023 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8219953 CATERPILLAR INC (DELAWARE) CMN |
Aug 7, 2023 Spouse | Sep 6, 2023 | URBN Urban Outfitters, Inc. | Receive | 218.65estimated | $36.59 | $1,001 – $15,000 | 8219953 URBAN OUTFITTERS INC CMN |
Aug 7, 2023 Spouse | Sep 6, 2023 | BAX Baxter International Inc. | Buy | 183.75estimated | $43.54 | $1,001 – $15,000 | 8219953 BAXTER INTERNATIONAL INC CMN |
Aug 7, 2023 Dependent | Sep 6, 2023 | BAX Baxter International Inc. | Buy | 183.75estimated | $43.54 | $1,001 – $15,000 | 8219953 BAXTER INTERNATIONAL INC CMN |
Aug 4, 2023 Dependent | Sep 6, 2023 | KMX CarMax Inc | Buy | 96.06estimated | $83.29 | $1,001 – $15,000 | 8219953 CARMAX, INC, CMN |
Aug 4, 2023 Dependent | Sep 6, 2023 | ABT Abbott Laboratories | Buy | 74.32estimated | $107.65 | $1,001 – $15,000 | 8219953 ABBOTT LABORATORIES CMN |
Aug 4, 2023 Spouse | Sep 6, 2023 | CARR Carrier Global Corporation Common Stock | Receive | 140.16estimated | $57.08 | $1,001 – $15,000 | 8219953 ICARRIER GLOBAL CORPORATION CMN |
Aug 4, 2023 Spouse | Sep 6, 2023 | KMX CarMax Inc | Buy | 96.06estimated | $83.29 | $1,001 – $15,000 | 8219953 CARMAX, INC. CMN |
Aug 4, 2023 Spouse | Sep 6, 2023 | ABT Abbott Laboratories | Buy | 74.32estimated | $107.65 | $1,001 – $15,000 | 8219953 ABBOTT LABORATORIES CMN |
Aug 4, 2023 Dependent | Sep 6, 2023 | ABT Abbott Laboratories | Buy | 74.32estimated | $107.65 | $1,001 – $15,000 | 8219953 ABBOTT LABORATORIES CMN |
Aug 4, 2023 Spouse | Sep 6, 2023 | BAX Baxter International Inc. | Buy | 182.16estimated | $43.92 | $1,001 – $15,000 | 8219953 BAXTER INTERNATIONAL INC CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — GS Fin Corp Ser F Mtn Zero CPN | Buy | — | — | $1,001 – $15,000 | 8219953 GS Fin Corp Ser F Mtn Zero CPN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8219953 CORNING INCORPORATED CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | ROL Rollins, Inc. | Buy | 196.62estimated | $40.69 | $1,001 – $15,000 | 8219953 ROLLINS INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8219953 ELECTRONIC ARTS CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | KEYS Keysight Technologies Inc. | Buy | 50.45estimated | $158.57 | $1,001 – $15,000 | 8219953 KEYSIGHT TECHNOLOGIES, INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — HENRY SCHEN INC COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8219953 HENRY SCHEN INC COMMON STOCK |
Aug 3, 2023 Spouse | Sep 6, 2023 | ALB Albemarle Corporation | Buy | 40.13estimated | $199.35 | $1,001 – $15,000 | 8219953 ALBEMARLE CORP CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | TMUS T-Mobile US, Inc. | Buy | 59.1estimated | $135.37 | $1,001 – $15,000 | 8219953 I-MOBILE US, INC, CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — BACKESSON CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219953 BACKESSON CORPORATION CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — UF CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219953 UF CORP CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — KELLOGG COMPANY CIMN | Buy | — | — | $1,001 – $15,000 | 8219953 KELLOGG COMPANY CIMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — ISTOCK | Buy | — | — | $1,001 – $15,000 | 8219953 ISTOCK |
Aug 3, 2023 Spouse | Sep 6, 2023 | — INVIDIA CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8219953 INVIDIA CORPORATION OMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | BBWI Bath & Body Works, Inc. | Buy | 215.36estimated | $37.15 | $1,001 – $15,000 | 8219953 BATH & BODY WORKS, INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — BAXTER INTERNATIONAL INC OMN | Buy | — | — | $1,001 – $15,000 | 8219953 BAXTER INTERNATIONAL INC OMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | CTVA Corteva, Inc. Common Stock | Buy | 772.52estimated | $10.36 | $1,001 – $15,000 | 8219953 CORTEVA, INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — WILLIS TOWERS WATSON PLC EMI | Buy | — | — | $1,001 – $15,000 | 8219953 WILLIS TOWERS WATSON PLC EMI |
Aug 3, 2023 Spouse | Sep 6, 2023 | XYL Xylem Inc. Common Stock New | Buy | 73.81estimated | $108.40 | $1,001 – $15,000 | 8219953 IXYLEM INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | MO Altria Group, Inc. | Buy | 180.6estimated | $44.30 | $1,001 – $15,000 | 8219953 ALTRIA GROUP, INC CMN |
Aug 3, 2023 Member | Sep 6, 2023 | — P CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219953 P CROWN CASTLE INTL CORP CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219953 MC DONALDS CORP CMN |
Aug 3, 2023 Member | Sep 6, 2023 | MSFT Microsoft Corporation | Buy | 24.49estimated | $326.66 | $1,001 – $15,000 | 8219953 P MICROSOFT CORPORATION CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | PFE Pfizer, Inc. | Buy | 228.59estimated | $35.00 | $1,001 – $15,000 | 8219953 PFIZER INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | HD Home Depot, Inc. (The) | Buy | 24.26estimated | $329.85 | $1,001 – $15,000 | 8219953 I THE HOME DEPOT, INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — BERKSHIRE HATHAWAY INC. CLA55 B | Buy | — | — | $1,001 – $15,000 | 8219953 BERKSHIRE HATHAWAY INC. CLA55 B |
Aug 3, 2023 Spouse | Sep 6, 2023 | PANW Palo Alto Networks, Inc. | Buy | 67.39estimated | $118.73 | $1,001 – $15,000 | 8219953 PALO ALTO NETWORKS INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | ANET Arista Networks, Inc. | Buy | 180.03estimated | $44.44 | $1,001 – $15,000 | 8219953 ARISTA NETWORKS, INC. CMN |
Aug 3, 2023 Member | Sep 6, 2023 | PYPL PayPal Holdings, Inc. | Buy | 124.66estimated | $64.18 | $1,001 – $15,000 | 8219953 PAYPAL HOLDINGS, INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — TINC | Buy | — | — | $1,001 – $15,000 | 8219953 TINC |
Aug 3, 2023 Spouse | Sep 6, 2023 | — FMC CORPORATION CMM | Buy | — | — | $1,001 – $15,000 | 8219953 FMC CORPORATION CMM |
Aug 3, 2023 Member | Sep 6, 2023 | NDSN Nordson Corporation | Buy | 32.17estimated | $248.72 | $1,001 – $15,000 | 8219953 P ¡NORDSON CORPORATION CMN |
Aug 3, 2023 Member | Sep 6, 2023 | — P CVS HEALTH CORF CMN | Buy | — | — | $1,001 – $15,000 | 8219953 P CVS HEALTH CORF CMN |
Aug 3, 2023 Member | Sep 6, 2023 | — P SOLTHWEST AIRLINES CO CMN | Buy | — | — | $1,001 – $15,000 | 8219953 P SOLTHWEST AIRLINES CO CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | EPAM EPAM Systems, Inc. | Buy | 32.65estimated | $245.02 | $1,001 – $15,000 | 8219953 EPAM SYSTEMS, INC. CMN |
Aug 3, 2023 Member | Sep 6, 2023 | — EP UOR INC CMAN | Buy | — | — | $1,001 – $15,000 | 8219953 EP UOR INC CMAN |
Aug 3, 2023 Spouse | Sep 6, 2023 | MRNA Moderna, Inc. | Buy | 72.76estimated | $109.95 | $1,001 – $15,000 | 8219953 MODERNA, INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — CMAN | Buy | — | — | $1,001 – $15,000 | 8219953 CMAN |
Aug 3, 2023 Spouse | Sep 6, 2023 | RHI Robert Half Inc. | Buy | 105.66estimated | $75.72 | $1,001 – $15,000 | 8219953 ROBERT HALF INC CMN |
Aug 3, 2023 Member | Sep 6, 2023 | DG Dollar General Corporation | Buy | 47.39estimated | $168.84 | $1,001 – $15,000 | 8219953 P | DOLLAR GENERAL CORPORATION CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | BAX Baxter International Inc. | Buy | 182.08estimated | $43.94 | $1,001 – $15,000 | 8219953 BAXTER INTERNATIONAL INC CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | ROK Rockwell Automation, Inc. | Buy | 26.49estimated | $302.05 | $1,001 – $15,000 | 8219953 ROCKWELL AUTOMATION INC CMN |
Aug 3, 2023 Member | Sep 6, 2023 | — iP CMN | Buy | — | — | $1,001 – $15,000 | 8219953 iP CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — ACCENTURE PLE CMN | Buy | — | — | $1,001 – $15,000 | 8219953 ACCENTURE PLE CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219953 NEWMONT CORP CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — THE PROGRESSIVE CORPORATION CMNI | Buy | — | — | $1,001 – $15,000 | 8219953 THE PROGRESSIVE CORPORATION CMNI |
Aug 3, 2023 Member | Sep 6, 2023 | DOV Dover Corporation | Buy | 56.06estimated | $142.71 | $1,001 – $15,000 | 8219953 P DOVER CORPORATION CMN |
Aug 3, 2023 Member | Sep 6, 2023 | — P IDEX CORPORATION COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8219953 P IDEX CORPORATION COMMON STOCK |
Aug 3, 2023 Spouse | Sep 6, 2023 | INTU Intuit Inc. | Buy | 16.1estimated | $496.98 | $1,001 – $15,000 | 8219953 INTUIT INC CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | PAYX Paychex, Inc. | Buy | 64.17estimated | $124.67 | $1,001 – $15,000 | 8219953 (PAYCHEX, INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | KDP Keurig Dr Pepper Inc. | Buy | 235.79estimated | $33.93 | $1,001 – $15,000 | 8219953 KEURIG DR PEPPER INC CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — NASDAQ INC. CNN | Buy | — | — | $1,001 – $15,000 | 8219953 NASDAQ INC. CNN |
Aug 3, 2023 Spouse | Sep 6, 2023 | PWR Quanta Services, Inc. | Buy | 39.35estimated | $203.34 | $1,001 – $15,000 | 8219953 QUANTA SERVICES INC CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | SBUX Starbucks Corporation | Buy | 78.18estimated | $102.33 | $1,001 – $15,000 | 8219953 STARBUCKS CORP. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 75.67estimated | $105.73 | $1,001 – $15,000 | 8219953 MERCK & CO., INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | AAPL Apple Inc. | Buy | 41.85estimated | $191.17 | $1,001 – $15,000 | 8219953 APPLE INC. CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | TMO Thermo Fisher Scientific Inc | Buy | 14.59estimated | $548.38 | $1,001 – $15,000 | 8219953 THERMO FISHER SCIENTIFIC INC CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8219953 CATERPILLAR INC (DELAWARE) CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | WFC Wells Fargo & Company | Buy | 177.2estimated | $45.15 | $1,001 – $15,000 | 8219953 WELLS FARGO & CO (NEW) CMN |
Aug 3, 2023 Spouse | Sep 6, 2023 | ABBV AbbVie Inc. | Buy | 53.68estimated | $149.05 | $1,001 – $15,000 | 8219953 ABBVIE INC CMN |
Aug 2, 2023 Dependent | Sep 6, 2023 | — JEMN | Buy | — | — | $1,001 – $15,000 | 8219953 JEMN |
Aug 2, 2023 Member | Sep 6, 2023 | — JUSD | Buy | — | — | $1,001 – $15,000 | 8219953 JUSD |
Aug 2, 2023 Dependent | Sep 6, 2023 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 271.2estimated | $29.50 | $1,001 – $15,000 | 8219953 AXALTA COATING SYSTEMS LTD. CMN |
Aug 2, 2023 Spouse | Sep 6, 2023 | — BAXTER INTERNATIONAL INC OMN | Buy | — | — | $1,001 – $15,000 | 8219953 BAXTER INTERNATIONAL INC OMN |
Aug 2, 2023 Dependent | Sep 6, 2023 | BAX Baxter International Inc. | Buy | 182.2estimated | $43.91 | $1,001 – $15,000 | 8219953 BAXTER INTERNATIONAL INC CMN |
Aug 1, 2023 Dependent | Sep 6, 2023 | — BA Series 1 | Buy | — | — | $1,001 – $15,000 | 8219953 BA Series 1 |
Aug 1, 2023 Spouse | Sep 6, 2023 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 248.46estimated | $32.20 | $1,001 – $15,000 | 8219953 AXALTA COATING SYSTEMS LTD. CMN |
Aug 1, 2023 Member | Sep 6, 2023 | — oC CMN | Buy | — | — | $1,001 – $15,000 | 8219953 oC CMN |
Aug 1, 2023 Member | Sep 6, 2023 | — ISHARES RUSSELL 1000 VALUE | Buy | — | — | $1,001 – $15,000 | 8219953 ISHARES RUSSELL 1000 VALUE |
Aug 1, 2023 Spouse | Sep 6, 2023 | BAX Baxter International Inc. | Buy | 177.79estimated | $45.00 | $1,001 – $15,000 | 8219953 BAXTER INTERNATIONAL INC CMN |
Aug 1, 2023 Dependent | Sep 6, 2023 | — BA Series 1 | Buy | — | — | $1,001 – $15,000 | 8219953 BA Series 1 |
Aug 1, 2023 Dependent | Aug 7, 2023 | — UNITEDHEALTH GP INC | Buy | — | — | $1,001 – $15,000 | 8219876 UNITEDHEALTH GP INC |
Aug 1, 2023 Dependent | Aug 7, 2023 | UBER Uber Technologies, Inc. | Buy | 171.5estimated | $46.65 | $1,001 – $15,000 | 8219876 UBER TECHNOLOGIES INC |
Jul 31, 2023 Spouse | Aug 7, 2023 | BAX Baxter International Inc. | Buy | 176.88estimated | $45.23 | $1,001 – $15,000 | 8219876 BAXTER INTERNATIONAL INC CMN |
Jul 28, 2023 Spouse | Aug 7, 2023 | — BAXTER INTERNATIONAL INE CMN | Buy | — | — | $1,001 – $15,000 | 8219876 BAXTER INTERNATIONAL INE CMN |
Jul 28, 2023 Member | Aug 7, 2023 | — BC JEMN | Buy | — | — | $1,001 – $15,000 | 8219876 BC JEMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — MODERNĄ, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219876 MODERNĄ, INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — HOLOGIC INCORPORATED OMN | Buy | — | — | $1,001 – $15,000 | 8219876 HOLOGIC INCORPORATED OMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | LW Lamb Weston Holdings, Inc. Common Stock | Buy | 78.37estimated | $102.08 | $1,001 – $15,000 | 8219876 I LAMB WESTON HOLDINGS, INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | CTVA Corteva, Inc. Common Stock | Buy | 766.34estimated | $10.44 | $1,001 – $15,000 | 8219876 CORTEVA, INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | PANW Palo Alto Networks, Inc. | Buy | 64.41estimated | $124.22 | $1,001 – $15,000 | 8219876 PALO ALTO NETWORKS INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | PODD Insulet Corporation | Buy | 28.52estimated | $280.53 | $1,001 – $15,000 | 8219876 INSULET CORPORATION CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | OGN Organon & Co. Common Stock | Buy | 360.71estimated | $22.18 | $1,001 – $15,000 | 8219876 ORGANON & CO CMN |
Jul 28, 2023 Member | Aug 7, 2023 | — DECONAGRA BRANDS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219876 DECONAGRA BRANDS INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — MICROSOFT CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8219876 MICROSOFT CORPORATION OMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | PFE Pfizer, Inc. | Buy | 221.8estimated | $36.07 | $1,001 – $15,000 | 8219876 PFIZER INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | EFX Equifax, Inc. | Buy | 39.46estimated | $202.77 | $1,001 – $15,000 | 8219876 EQUIFAX INC, CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | ALB Albemarle Corporation | Buy | 38.45estimated | $208.05 | $1,001 – $15,000 | 8219876 ALBEMARLE CORP CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | EXR Extra Space Storage Inc | Buy | 56.81estimated | $140.84 | $1,001 – $15,000 | 8219876 EXTRA SPACE STORAGE INC, CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | TMO Thermo Fisher Scientific Inc | Buy | 14.24estimated | $561.85 | $1,001 – $15,000 | 8219876 THERMO FISHER SCIENTIFIC INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | HSY The Hershey Company | Buy | 33.95estimated | $235.64 | $1,001 – $15,000 | 8219876 THE HERSHEY COMPANY CMN * |
Jul 28, 2023 Dependent | Aug 7, 2023 | TGT Target Corporation | Buy | 59.26estimated | $135.00 | $1,001 – $15,000 | 8219876 TARGET CORPORATION CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — D.R. HORTON, INC. CMN | Receive | — | — | $1,001 – $15,000 | 8219876 D.R. HORTON, INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — IMC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219876 IMC DONALDS CORP CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — DOLLAR TREE STORES, INC CMN | Buy | — | — | $1,001 – $15,000 | 8219876 DOLLAR TREE STORES, INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | FTNT Fortinet, Inc. | Buy | 104.17estimated | $76.80 | $1,001 – $15,000 | 8219876 FORTINET, INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219876 DANAHER CORPORATION CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | GOOGL Alphabet Inc. Class A | Buy | 60.34estimated | $132.58 | $1,001 – $15,000 | 8219876 ALPHABET INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | SPGI S&P Global Inc. | Buy | 20.79estimated | $384.76 | $1,001 – $15,000 | 8219876 S&P GLOBAL INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | GRMN Garmin Ltd. Common Stock (Switzerland) | Buy | 76.42estimated | $104.69 | $1,001 – $15,000 | 8219876 GARMIN LTD CMN x |
Jul 28, 2023 Member | Aug 7, 2023 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219876 CROWN CASTLE INTL CORP CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | VICI VICI Properties Inc. | Buy | 251.67estimated | $31.79 | $1,001 – $15,000 | 8219876 VICI PROPERTIES INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | PYPL PayPal Holdings, Inc. | Buy | 108.14estimated | $73.98 | $1,001 – $15,000 | 8219876 PAYPAL HOLDINGS, INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — CUPART INCOMN | Buy | — | — | $1,001 – $15,000 | 8219876 CUPART INCOMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | ULTA Ulta Beauty, Inc. | Buy | 17.96estimated | $445.39 | $1,001 – $15,000 | 8219876 ULTA BEAUTY INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — ENPHASE ENERGY, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8219876 ENPHASE ENERGY, ING. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | EPAM EPAM Systems, Inc. | Buy | 34.65estimated | $230.90 | $1,001 – $15,000 | 8219876 EPAM SYSTEMS, INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — NEWMONT CORP CIN | Buy | — | — | $1,001 – $15,000 | 8219876 NEWMONT CORP CIN |
Jul 28, 2023 Dependent | Aug 7, 2023 | T AT&T Inc. | Buy | 553.67estimated | $14.45 | $1,001 – $15,000 | 8219876 AT&T INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | GPC Genuine Parts Company | Buy | 51.18estimated | $156.33 | $1,001 – $15,000 | 8219876 GENUINE PARTS CO. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | LOW Lowe's Companies, Inc. | Buy | 34.03estimated | $235.09 | $1,001 – $15,000 | 8219876 LOWES COMPANIES INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — U.S. BANCOAP CMN x | Buy | — | — | $1,001 – $15,000 | 8219876 U.S. BANCOAP CMN x |
Jul 28, 2023 Dependent | Aug 7, 2023 | CBRE CBRE Group Inc Common Stock Class A | Buy | 97.09estimated | $82.40 | $1,001 – $15,000 | 8219876 CBRE GROUP, INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | CTAS Cintas Corporation | Buy | 63.67estimated | $125.66 | $1,001 – $15,000 | 8219876 CINTAS CORPORATION CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8219876 QUALCOMM INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | ILMN Illumina, Inc. | Buy | 42.34estimated | $188.95 | $1,001 – $15,000 | 8219876 ILLUMINA, INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | ISRG Intuitive Surgical, Inc. | Buy | 24.5estimated | $326.53 | $1,001 – $15,000 | 8219876 INTUITIVE SURGICAL, INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | AMP Ameriprise Financial, Inc. | Buy | 23.18estimated | $345.21 | $1,001 – $15,000 | 8219876 AMERIPRISE FINANCIAL, INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — BLK CMN | Buy | — | — | $1,001 – $15,000 | 8219876 BLK CMN |
Jul 28, 2023 Member | Aug 7, 2023 | AMZN Amazon.com, Inc. | Buy | 60.51estimated | $132.21 | $1,001 – $15,000 | 8219876 QC AMAZON COM INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | PWR Quanta Services, Inc. | Buy | 39.91estimated | $200.48 | $1,001 – $15,000 | 8219876 QUANTA SERVICES INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | DE Deere & Company | Buy | 18.73estimated | $427.11 | $1,001 – $15,000 | 8219876 DEERE & COMPANY CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | TSCO Tractor Supply Company | Buy | 178.59estimated | $44.80 | $1,001 – $15,000 | 8219876 TRACTOR SUPPLY COMPANY CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | TFC Truist Financial Corporation | Buy | 242.37estimated | $33.01 | $1,001 – $15,000 | 8219876 TRUIST FINANCIAL CORPORATION CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | AZO AutoZone, Inc. | Buy | 3.23estimated | $2,478 | $1,001 – $15,000 | 8219876 AUTOZONE, INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | INTU Intuit Inc. | Buy | 15.63estimated | $511.84 | $1,001 – $15,000 | 8219876 INTUIT INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | DG Dollar General Corporation | Buy | 46.9estimated | $170.59 | $1,001 – $15,000 | 8219876 DOLLAR GENERAL CORPORATION CMN * |
Jul 28, 2023 Dependent | Aug 7, 2023 | TMUS T-Mobile US, Inc. | Buy | 56.79estimated | $140.87 | $1,001 – $15,000 | 8219876 T-MOBILE US, INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | BAX Baxter International Inc. | Buy | 170.19estimated | $47.01 | $1,001 – $15,000 | 8219876 BAXTER INTERNATIONAL INC CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | — PHIMIA INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219876 PHIMIA INC. CMN |
Jul 28, 2023 Dependent | Aug 7, 2023 | MSFT Microsoft Corporation | Buy | 23.64estimated | $338.37 | $1,001 – $15,000 | 8219876 MICROSOFT CORPORATION CMN |
Jul 25, 2023 Member | Aug 7, 2023 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 245.72estimated | $32.56 | $1,001 – $15,000 | 8219876 P AXALTA COATING SYSTEMS LTD. CMN |
Jul 21, 2023 Spouse | Aug 7, 2023 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 245.19estimated | $32.63 | $1,001 – $15,000 | 8219876 LAXALTA COATING SYSTEMS LTD. CMN |
Jul 21, 2023 Dependent | Aug 7, 2023 | UBER Uber Technologies, Inc. | Buy | 169.39estimated | $47.23 | $1,001 – $15,000 | 8219876 UBER TECHNOLOGIES INC |
Jul 21, 2023 Dependent | Aug 7, 2023 | — (AXALTA COATING SYSTEM5 LTD. CMN | Buy | — | — | $1,001 – $15,000 | 8219876 (AXALTA COATING SYSTEM5 LTD. CMN |
Jul 20, 2023 Dependent | Aug 7, 2023 | BAC Bank of America Corporation | Buy | 252.46estimated | $31.69 | $1,001 – $15,000 | 8219876 BANK OF AMERICA CORP CMN |
Jul 20, 2023 Dependent | Aug 7, 2023 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219876 CROWN CASTLE INTL CORP CMN |
Jul 20, 2023 Dependent | Aug 7, 2023 | CFG Citizens Financial Group, Inc. | Buy | 256.26estimated | $31.22 | $1,001 – $15,000 | 8219876 CITIZENS FINANCIAL GROUP, INC, CMN |
Jul 20, 2023 Dependent | Aug 7, 2023 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8219876 QUALCOMM INC CMN |
Jul 20, 2023 Dependent | Aug 7, 2023 | — KEYCORP OMN | Buy | — | — | $1,001 – $15,000 | 8219876 KEYCORP OMN |
Jul 20, 2023 Dependent | Aug 7, 2023 | — TESLA, INC OMN | Buy | — | — | $1,001 – $15,000 | 8219876 TESLA, INC OMN |
Jul 18, 2023 Spouse | Aug 7, 2023 | URBN Urban Outfitters, Inc. | Buy | 230.56estimated | $34.70 | $1,001 – $15,000 | 8219876 URBAN OUTFITTERS INC CMN |
Jul 18, 2023 Spouse | Aug 7, 2023 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 241.2estimated | $33.17 | $1,001 – $15,000 | 8219876 AXALTA COATING SYSTEMS LTD. CMN |
Jul 18, 2023 Dependent | Aug 7, 2023 | URBN Urban Outfitters, Inc. | Buy | 230.56estimated | $34.70 | $1,001 – $15,000 | 8219876 TURBAN OUTFITTERS INC CMN |
Jul 14, 2023 Spouse | Aug 7, 2023 | — LTD ADS 1ADS EQUALS 5ORDS | Buy | — | — | $1,001 – $15,000 | 8219876 LTD ADS 1ADS EQUALS 5ORDS |
Jul 14, 2023 Spouse | Aug 7, 2023 | — A98 LTD SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8219876 A98 LTD SPONSORED ADR CMN |
Jul 12, 2023 Member | Aug 7, 2023 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 238.61estimated | $33.53 | $1,001 – $15,000 | 8219876 P AXALTA COATING SYSTEMS LTD. CMN |
Jul 12, 2023 Dependent | Aug 7, 2023 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 238.61estimated | $33.53 | $1,001 – $15,000 | 8219876 AXALTA COATING SYSTEMS LTD. CMN |
Jul 10, 2023 Spouse | Aug 7, 2023 | URBN Urban Outfitters, Inc. | Buy | 230.36estimated | $34.73 | $1,001 – $15,000 | 8219876 URBAN OUTFITTERS INC CMN |
Jul 7, 2023 Dependent | Aug 7, 2023 | — I MORGAN STANLEY CM .* | Buy | — | — | $1,001 – $15,000 | 8219876 I MORGAN STANLEY CM .* |
Jul 7, 2023 Spouse | Aug 7, 2023 | — URBAN OUTFITERS INCOMIN | Buy | — | — | $1,001 – $15,000 | 8219876 URBAN OUTFITERS INCOMIN |
Jul 7, 2023 Member | Aug 7, 2023 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8219876 CATERPILLAR INC (DELAWARE) CMN |
Jul 7, 2023 Dependent | Aug 7, 2023 | ISRG Intuitive Surgical, Inc. | Buy | 24.15estimated | $331.29 | $1,001 – $15,000 | 8219876 INTUITIVE SURGICAL, INC. CMN |
Jul 7, 2023 Dependent | Aug 7, 2023 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 26.17estimated | $305.76 | $1,001 – $15,000 | 8219876 ACCENTURE PLC CMN |
Jul 7, 2023 Dependent | Aug 7, 2023 | LIN Linde plc Ordinary Shares | Buy | 21.95estimated | $364.51 | $1,001 – $15,000 | 8219876 LINDE PLC CMN |
Jul 7, 2023 Dependent | Aug 7, 2023 | — DANAHER CORPORATION MY | Buy | — | — | $1,001 – $15,000 | 8219876 DANAHER CORPORATION MY |
Jul 7, 2023 Dependent | Aug 7, 2023 | DIS Walt Disney Company (The) | Buy | 90.26estimated | $88.64 | $1,001 – $15,000 | 8219876 WALT DISNEY COMPANY (THE) CMN |
Jul 6, 2023 Dependent | Jul 11, 2023 | — PARTICIPATION LINKED TO S&P 500 | Buy | — | — | $1,001 – $15,000 | 8219826 PARTICIPATION LINKED TO S&P 500 |
Jul 5, 2023 Spouse | Aug 7, 2023 | — D1/2027 USD | Buy | — | — | $1,001 – $15,000 | 8219876 D1/2027 USD |
Jul 5, 2023 Dependent | Aug 7, 2023 | — IUSĐ | Buy | — | — | $1,001 – $15,000 | 8219876 IUSĐ |
Jul 3, 2023 Dependent | Aug 7, 2023 | — (USD | Buy | — | — | $1,001 – $15,000 | 8219876 (USD |
Jul 1, 2023 Dependent | Aug 7, 2023 | — Commitment | Buy | — | — | $1,001 – $15,000 | 8219876 Commitment |
Jul 1, 2023 Dependent | Aug 7, 2023 | — Commitment | Buy | — | — | $1,001 – $15,000 | 8219876 Commitment |
Jun 29, 2023 Spouse | Jul 11, 2023 | — DR HORTON, ING. CMN * | Buy | — | — | $1,001 – $15,000 | 8219826 DR HORTON, ING. CMN * |
Jun 29, 2023 Spouse | Jul 11, 2023 | KHC The Kraft Heinz Company | Buy | 228.46estimated | $35.02 | $1,001 – $15,000 | 8219826 THE KRAFT HEINZ CO CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — BOUGLAS EMMETI, INC, CMN * | Buy | — | — | $1,001 – $15,000 | 8219826 BOUGLAS EMMETI, INC, CMN * |
Jun 29, 2023 Spouse | Jul 11, 2023 | DVA DaVita Inc. | Buy | 80.95estimated | $98.83 | $1,001 – $15,000 | 8219826 DAVITA INC CMN |
Jun 29, 2023 Member | Jul 11, 2023 | MGM MGM Resorts International | Buy | 186.01estimated | $43.01 | $1,001 – $15,000 | 8219826 MGM RESORTS INTERNATIONAL CMN * |
Jun 29, 2023 Spouse | Jul 11, 2023 | — ALUMINA, INC CMN * | Buy | — | — | $1,001 – $15,000 | 8219826 ALUMINA, INC CMN * |
Jun 29, 2023 Spouse | Jul 11, 2023 | FTV Fortive Corporation Common Stock | Buy | 149.65estimated | $53.46 | $1,001 – $15,000 | 8219826 FORTIVE CORPORATION CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | DG Dollar General Corporation | Buy | 47.97estimated | $166.77 | $1,001 – $15,000 | 8219826 DOLLAR GENERAL CORPORATION CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | CFG Citizens Financial Group, Inc. | Buy | 308.54estimated | $25.93 | $1,001 – $15,000 | 8219826 CITIZENS FINANCIAL GROUP, INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | MRNA Moderna, Inc. | Buy | 65.52estimated | $122.11 | $1,001 – $15,000 | 8219826 MODERNA, INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | TMO Thermo Fisher Scientific Inc | Buy | 15.55estimated | $514.39 | $1,001 – $15,000 | 8219826 THERMO FISHER SCIENTIFIC INC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | ROK Rockwell Automation, Inc. | Buy | 24.67estimated | $324.24 | $1,001 – $15,000 | 8219826 ROCKWELL AUTOMATION INC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | IT Gartner, Inc. | Buy | 23.36estimated | $342.54 | $1,001 – $15,000 | 8219826 GARTNER, INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | A Agilent Technologies, Inc. | Buy | 67.77estimated | $118.05 | $1,001 – $15,000 | 8219826 AGILENT TECHNOLOGIES, INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | CVS CVS Health Corporation | Buy | 116.35estimated | $68.76 | $1,001 – $15,000 | 8219826 CVS HEALTH CORP CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | CPRT Copart, Inc. (DE) | Buy | 177.28estimated | $45.13 | $1,001 – $15,000 | 8219826 COPART INC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | TXN Texas Instruments Incorporated | Buy | 45.25estimated | $176.79 | $1,001 – $15,000 | 8219826 ITEXAS INSTRUMENTS INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — ABEVIE INC CMN | Buy | — | — | $1,001 – $15,000 | 8219826 ABEVIE INC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | BAC Bank of America Corporation | Buy | 279.15estimated | $28.66 | $1,001 – $15,000 | 8219826 BANK OF AMERICA CORP CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | SYY Sysco Corporation | Buy | 109.4estimated | $73.13 | $1,001 – $15,000 | 8219826 SYSCO CORPORATION CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — KEURIG DR PEPPER INC OMN | Buy | — | — | $1,001 – $15,000 | 8219826 KEURIG DR PEPPER INC OMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | CAH Cardinal Health, Inc. | Buy | 85.18estimated | $93.92 | $1,001 – $15,000 | 8219826 CARDINAL HEALTH, INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | GEN Gen Digital Inc. | Buy | 434.1estimated | $18.43 | $1,001 – $15,000 | 8219826 GEN DIGITAL INC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | CAG ConAgra Brands, Inc. | Buy | 240.18estimated | $33.31 | $1,001 – $15,000 | 8219826 CONAGRA BRANDS INC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | DXC DXC Technology Company Common Stock | Buy | 305.01estimated | $26.23 | $1,001 – $15,000 | 8219826 DXC TECHNOLOGY COMPANY CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | L Loews Corporation | Buy | 135.35estimated | $59.11 | $1,001 – $15,000 | 8219826 LOEWS CORPORATION CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8219826 CORNING INCORPORATED CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — CAMPBELL SOUP CO CMN | Buy | — | — | $1,001 – $15,000 | 8219826 CAMPBELL SOUP CO CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — CINCINNATI FINANCIAL CRP CMN | Buy | — | — | $1,001 – $15,000 | 8219826 CINCINNATI FINANCIAL CRP CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — KELLOGG COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219826 KELLOGG COMPANY CMN |
Jun 29, 2023 Member | Jul 11, 2023 | — SPSIMON PROPERTY GROUP INC CMN * | Buy | — | — | $1,001 – $15,000 | 8219826 SPSIMON PROPERTY GROUP INC CMN * |
Jun 29, 2023 Spouse | Jul 11, 2023 | KEYS Keysight Technologies Inc. | Buy | 48.39estimated | $165.34 | $1,001 – $15,000 | 8219826 KEYSIGHT TECHNOLOGIES, INC, CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | MCK McKesson Corporation | Buy | 19.01estimated | $420.88 | $1,001 – $15,000 | 8219826 MCKESSON CORPORATION CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | PSA Public Storage | Buy | 27.72estimated | $288.59 | $1,001 – $15,000 | 8219826 PUBLIC STORAGE CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | ELV Elevance Health, Inc. | Buy | 18.18estimated | $440.10 | $1,001 – $15,000 | 8219826 ELEVANCE HEALTH INC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 25.95estimated | $308.33 | $1,001 – $15,000 | 8219826 ACCENTURE PLC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — BAXTER INTERNATONAL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219826 BAXTER INTERNATONAL INC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — CORTEVA, ING OMN | Buy | — | — | $1,001 – $15,000 | 8219826 CORTEVA, ING OMN |
Jun 29, 2023 Member | Jul 11, 2023 | WRB W.R. Berkley Corporation | Buy | 202.99estimated | $39.41 | $1,001 – $15,000 | 8219826 P W.R. BERKLEY CORPORATION CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | T AT&T Inc. | Buy | 500.66estimated | $15.98 | $1,001 – $15,000 | 8219826 LAT&T INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — PHILIP MORRIS INTL, INCOMIN * | Buy | — | — | $1,001 – $15,000 | 8219826 PHILIP MORRIS INTL, INCOMIN * |
Jun 29, 2023 Spouse | Jul 11, 2023 | MSI Motorola Solutions, Inc. | Buy | 27.72estimated | $288.59 | $1,001 – $15,000 | 8219826 MOTOROLA SOLUTIONS INC CMN * |
Jun 29, 2023 Member | Jul 11, 2023 | — P AIRPRODUCTS & CHEMICALS INC CMN * | Buy | — | — | $1,001 – $15,000 | 8219826 P AIRPRODUCTS & CHEMICALS INC CMN * |
Jun 29, 2023 Spouse | Jul 11, 2023 | — BERESHIRE HATHAWAY ING. CLASS B * | Buy | — | — | $1,001 – $15,000 | 8219826 BERESHIRE HATHAWAY ING. CLASS B * |
Jun 29, 2023 Spouse | Jul 11, 2023 | CME CME Group Inc. Class A | Buy | 43.63estimated | $183.36 | $1,001 – $15,000 | 8219826 CME GROUP INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | VICI VICI Properties Inc. | Buy | 254.96estimated | $31.38 | $1,001 – $15,000 | 8219826 VICI PROPERTIES INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | LIN Linde plc Ordinary Shares | Buy | 21.1estimated | $379.19 | $1,001 – $15,000 | 8219826 LINDE PLC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | MO Altria Group, Inc. | Buy | 177.91estimated | $44.97 | $1,001 – $15,000 | 8219826 ALTRIA GROUP, INC. CMN * |
Jun 29, 2023 Spouse | Jul 11, 2023 | AMCR Amcor plc Ordinary Shares | Buy | 161.63estimated | $49.50 | $1,001 – $15,000 | 8219826 AMCOR PLC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | MS Morgan Stanley | Buy | 93.86estimated | $85.24 | $1,001 – $15,000 | 8219826 MORGAN STANLEY CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | O Realty Income Corporation | Buy | 132.85estimated | $60.22 | $1,001 – $15,000 | 8219826 REALTY INCOME CORPORATION CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | TRV The Travelers Companies, Inc. | Buy | 46.79estimated | $170.99 | $1,001 – $15,000 | 8219826 THE TRAVELERS COMPANIES, INC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | HUM Humana Inc. | Buy | 18.02estimated | $443.86 | $1,001 – $15,000 | 8219826 HUMANA INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — CIAN | Buy | — | — | $1,001 – $15,000 | 8219826 CIAN |
Jun 29, 2023 Spouse | Jul 11, 2023 | RSG Republic Services, Inc. | Buy | 52.83estimated | $151.44 | $1,001 – $15,000 | 8219826 REPUBLIC SERVICES INC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8219826 ICMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | C Citigroup, Inc. | Buy | 172.83estimated | $46.29 | $1,001 – $15,000 | 8219826 CITIGROUP INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | ROP Roper Technologies, Inc. | Buy | 16.8estimated | $476.13 | $1,001 – $15,000 | 8219826 ROPER TECHNOLOGIES INC CMN * |
Jun 29, 2023 Spouse | Jul 11, 2023 | WM Waste Management, Inc. | Buy | 47.17estimated | $169.61 | $1,001 – $15,000 | 8219826 WASTE MANAGEMENT INC CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | UNP Union Pacific Corporation | Buy | 39.09estimated | $204.65 | $1,001 – $15,000 | 8219826 UNION PACIFIC CORP. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | KO Coca-Cola Company (The) | Buy | 133.3estimated | $60.02 | $1,001 – $15,000 | 8219826 COCA-COLA COMPANY (THE) CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | BAC Bank of America Corporation | Buy | 279.15estimated | $28.66 | $1,001 – $15,000 | 8219826 BANK OF AMERICA CORP CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219826 MC DONALDS CORP CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | MSFT Microsoft Corporation | Buy | 23.88estimated | $335.05 | $1,001 – $15,000 | 8219826 MICROSOFT CORPORATION CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | HD Home Depot, Inc. (The) | Buy | 25.99estimated | $307.82 | $1,001 – $15,000 | 8219826 THE HOME DEPOT, INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — INTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219826 INTL BUSINESS MACHINES CORP CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219826 DANAHER CORPORATION CMN |
Jun 29, 2023 Member | Jul 11, 2023 | AMGN Amgen Inc. | Buy | 36.18estimated | $221.16 | $1,001 – $15,000 | 8219826 P AMGEN INC. CMN |
Jun 29, 2023 Spouse | Jul 11, 2023 | JNJ Johnson & Johnson | Buy | 48.75estimated | $164.10 | $1,001 – $15,000 | 8219826 JOHNSON & JOHNSON CMN |
Jun 28, 2023 Spouse | Jul 11, 2023 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219826 AVANTOR FUNDING, INC. CMN |
Jun 28, 2023 Member | Jul 11, 2023 | — P. HORMEL FOODS CORPORÂTION OMN | Buy | — | — | $1,001 – $15,000 | 8219826 P. HORMEL FOODS CORPORÂTION OMN |
Jun 28, 2023 Spouse | Jul 11, 2023 | GIS General Mills, Inc. | Buy | 104.28estimated | $76.72 | $1,001 – $15,000 | 8219826 GENERAL MILLS INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | CTAS Cintas Corporation | Buy | 65.93estimated | $121.34 | $1,001 – $15,000 | 8219826 CINTAS CORPORATION CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — KELLOGG COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219826 KELLOGG COMPANY CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — NEWMONT CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219826 NEWMONT CORP CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | FTV Fortive Corporation Common Stock | Buy | 152.79estimated | $52.36 | $1,001 – $15,000 | 8219826 FORTIVE CORPORATION CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | RVTY Revvity, Inc. | Buy | 68.55estimated | $116.71 | $1,001 – $15,000 | 8219826 REVVITY INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | ILMN Illumina, Inc. | Buy | 42.47estimated | $188.40 | $1,001 – $15,000 | 8219826 ILLUMINA, INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | DG Dollar General Corporation | Buy | 47.71estimated | $167.69 | $1,001 – $15,000 | 8219826 DOLLAR GENERAL CORPORATION CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — METTLER-TOLEDO INTL CMN * | Buy | — | — | $1,001 – $15,000 | 8219826 METTLER-TOLEDO INTL CMN * |
Jun 26, 2023 Dependent | Jul 11, 2023 | PAYX Paychex, Inc. | Buy | 72.3estimated | $110.65 | $1,001 – $15,000 | 8219826 PAYCHEX, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | MU Micron Technology, Inc. | Buy | 122.24estimated | $65.45 | $1,001 – $15,000 | 8219826 MICRON TECHNOLOGY, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | TBBK The Bancorp Inc | Buy | 251.67estimated | $31.79 | $1,001 – $15,000 | 8219826 U.S. BANCORP CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | ABBV AbbVie Inc. | Buy | 59.28estimated | $134.95 | $1,001 – $15,000 | 8219826 ABBVIE INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | SYY Sysco Corporation | Buy | 110.55estimated | $72.37 | $1,001 – $15,000 | 8219826 SYSCO CORPORATION CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — LANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219826 LANSYS, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | ALGN Align Technology, Inc. | Buy | 24.14estimated | $331.46 | $1,001 – $15,000 | 8219826 ALIGN TECHNOLOGY, INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | NASC CAN CLASS N | Buy | — | — | $1,001 – $15,000 | 8219826 CAN * |
Jun 26, 2023 Dependent | Jul 11, 2023 | — LINTL BUSINESS MACHINES CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219826 LINTL BUSINESS MACHINES CORP CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | ADSK Autodesk, Inc. | Buy | 39.85estimated | $200.78 | $1,001 – $15,000 | 8219826 AUTODESK, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — TINC | Buy | — | — | $1,001 – $15,000 | 8219826 TINC |
Jun 26, 2023 Dependent | Jul 11, 2023 | INCY Incyte Corp. | Buy | 127.11estimated | $62.94 | $1,001 – $15,000 | 8219826 (INCYTE CORPORATION CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219826 CROWN CASTLE INTL CORP CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | NDAQ Nasdaq, Inc. | Buy | 161.27estimated | $49.61 | $1,001 – $15,000 | 8219826 NASDAQ INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | LW Lamb Weston Holdings, Inc. Common Stock | Buy | 69.78estimated | $114.66 | $1,001 – $15,000 | 8219826 LAMB WESTON HOLDINGS, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | CTVA Corteva, Inc. Common Stock | Buy | 741.63estimated | $10.79 | $1,001 – $15,000 | 8219826 (CORTEVA, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | KR Kroger Company (The) | Buy | 171.5estimated | $46.65 | $1,001 – $15,000 | 8219826 KROGER COMPANY CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | PYPL PayPal Holdings, Inc. | Buy | 120.42estimated | $66.44 | $1,001 – $15,000 | 8219826 PAYPAL HOLDINGS, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | O Realty Income Corporation | Buy | 133.45estimated | $59.95 | $1,001 – $15,000 | 8219826 REALTY INCOME CORPORATION CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | CRM Salesforce, Inc. | Buy | 38.58estimated | $207.36 | $1,001 – $15,000 | 8219826 SALESFORCE INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | PODD Insulet Corporation | Buy | 26.96estimated | $296.74 | $1,001 – $15,000 | 8219826 INSULET CORPORATION CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | ABT Abbott Laboratories | Buy | 73.73estimated | $108.51 | $1,001 – $15,000 | 8219826 ABBOTT LABORATORIES CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8219826 ICMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — ACTIVISION BLIZZARD, INC OMN | Buy | — | — | $1,001 – $15,000 | 8219826 ACTIVISION BLIZZARD, INC OMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — RESMED INC CIMN | Buy | — | — | $1,001 – $15,000 | 8219826 RESMED INC CIMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | AMGN Amgen Inc. | Buy | 35.6estimated | $224.73 | $1,001 – $15,000 | 8219826 AMGEN INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | VRSK Verisk Analytics, Inc. | Buy | 35.88estimated | $223.00 | $1,001 – $15,000 | 8219826 VERISK ANALYTICS, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | AMZN Amazon.com, Inc. | Buy | 62.83estimated | $127.33 | $1,001 – $15,000 | 8219826 AMAZON.COM INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | CDNS Cadence Design Systems, Inc. | Buy | 35.88estimated | $223.01 | $1,001 – $15,000 | 8219826 CADENCE DESIGN SYSTEMS INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8219826 QUALCOMM INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | A Agilent Technologies, Inc. | Buy | 67.59estimated | $118.37 | $1,001 – $15,000 | 8219826 AGILENT TECHNOLOGIES, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | MRSH Marsh | Buy | 43.72estimated | $182.98 | $1,001 – $15,000 | 8219826 MARSH & MCLENNAN CO INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | CL Colgate-Palmolive Company | Buy | 104.39estimated | $76.64 | $1,001 – $15,000 | 8219826 COLGATE PALMOLIVE CO CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | GIS General Mills, Inc. | Buy | 97.73estimated | $81.86 | $1,001 – $15,000 | 8219826 GENERAL MILLS INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | HUM Humana Inc. | Buy | 17.92estimated | $446.40 | $1,001 – $15,000 | 8219826 HUMANA INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 70.75estimated | $113.08 | $1,001 – $15,000 | 8219826 MERCK & CO., INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | AMD Advanced Micro Devices, Inc. | Buy | 74.42estimated | $107.51 | $1,001 – $15,000 | 8219826 ADVANCED MICRO DEVICES, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8219826 ELECTRONIC ARTS CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | ORCL Oracle Corporation | Buy | 68.51estimated | $116.78 | $1,001 – $15,000 | 8219826 ORACLE CORPORATION CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | DIS Walt Disney Company (The) | Buy | 90.2estimated | $88.70 | $1,001 – $15,000 | 8219826 WALT DISNEY COMPANY (THE) CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — ICMN | Buy | — | — | $1,001 – $15,000 | 8219826 ICMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | MSFT Microsoft Corporation | Buy | 24.35estimated | $328.60 | $1,001 – $15,000 | 8219826 MICROSOFT CORPORATION CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | HSY The Hershey Company | Buy | 30.83estimated | $259.53 | $1,001 – $15,000 | 8219826 THE HERSHEY COMPANY CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | CVS CVS Health Corporation | Buy | 114.54estimated | $69.85 | $1,001 – $15,000 | 8219826 CVS HEALTH CORP CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — IDANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219826 IDANAHER CORPORATION CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | TSLA Tesla, Inc. | Buy | 33.19estimated | $241.05 | $1,001 – $15,000 | 8219826 TESLA, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | APTV Aptiv PLC Ordinary Shares | Buy | 94.36estimated | $84.79 | $1,001 – $15,000 | 8219826 APTIV PLC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8219826 WARNER BROS DISCOVERY INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | FSLR First Solar, Inc. | Buy | 44.81estimated | $178.55 | $1,001 – $15,000 | 8219826 FIRST SOLAR, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | CBRE CBRE Group Inc Common Stock Class A | Buy | 105.88estimated | $75.56 | $1,001 – $15,000 | 8219826 CBRE GROUP, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | TECH Bio-Techne Corp | Buy | 104.19estimated | $76.79 | $1,001 – $15,000 | 8219826 BIO-TECHNE CORPORATION CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — WESTROCK COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219826 WESTROCK COMPANY CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | KDP Keurig Dr Pepper Inc. | Buy | 257.09estimated | $31.12 | $1,001 – $15,000 | 8219826 KEURIG DR PEPPER INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | CMG Chipotle Mexican Grill, Inc. | Buy | 196.83estimated | $40.65 | $1,001 – $15,000 | 8219826 CHIPOTLE MEXICAN GRILL, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | HAS Hasbro, Inc. | Buy | 131.2estimated | $60.98 | $1,001 – $15,000 | 8219826 HASBRO, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | FFIV F5, Inc. | Buy | 55.41estimated | $144.38 | $1,001 – $15,000 | 8219826 F5 INC CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — (EPAM SYSTEMS, INC. CIAN | Buy | — | — | $1,001 – $15,000 | 8219826 (EPAM SYSTEMS, INC. CIAN |
Jun 26, 2023 Dependent | Jul 11, 2023 | SEDG SolarEdge Technologies, Inc. | Buy | 32.31estimated | $247.61 | $1,001 – $15,000 | 8219826 SOLAREDGE TECHNOLOGIES, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — DOLLAR TREE STORES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219826 DOLLAR TREE STORES, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | ENPH Enphase Energy, Inc. | Buy | 50.25estimated | $159.21 | $1,001 – $15,000 | 8219826 (ENPHASE ENERGY, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | TROW T. Rowe Price Group, Inc. | Buy | 74.76estimated | $107.02 | $1,001 – $15,000 | 8219826 T. ROWE PRICE GROUP, INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | GOOGL Alphabet Inc. Class A | Buy | 67.61estimated | $118.34 | $1,001 – $15,000 | 8219826 ALPHABET INC. CMN |
Jun 26, 2023 Dependent | Jul 11, 2023 | — A VOTING | Buy | — | — | $1,001 – $15,000 | 8219826 A VOTING |
Jun 26, 2023 Dependent | Jul 11, 2023 | — CINGROUP INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219826 CINGROUP INC. CMN |
Jun 25, 2023 Spouse | Jul 11, 2023 | OGN Organon & Co. Common Stock | Buy | 395.28estimated | $20.24 | $1,001 – $15,000 | 8219826 ORGANON & CO CMN x |
Jun 25, 2023 Member | Jul 11, 2023 | CI The Cigna Group | Buy | 29.11estimated | $274.85 | $1,001 – $15,000 | 8219826 P CIGNA GROUP/THE CMN |
Jun 25, 2023 Dependent | Jul 11, 2023 | BKNG Booking Holdings Inc. | Buy | 76.23estimated | $104.96 | $1,001 – $15,000 | 8219826 BOOKING HOLDINGS INC. CMN |
Jun 25, 2023 Dependent | Jul 11, 2023 | MO Altria Group, Inc. | Buy | 184.26estimated | $43.42 | $1,001 – $15,000 | 8219826 ALTRIA GROUP, INC. CMN |
Jun 23, 2023 Dependent | Jul 11, 2023 | TGT Target Corporation | Buy | 60.69estimated | $131.83 | $1,001 – $15,000 | 8219826 TARGET CORPORATION CMN |
Jun 22, 2023 Dependent | Jul 11, 2023 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX |
Jun 22, 2023 Dependent | Jul 11, 2023 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX |
Jun 22, 2023 Dependent | Jul 11, 2023 | SYK Stryker Corporation | Buy | 26.86estimated | $297.89 | $1,001 – $15,000 | 8219826 STRYKER CORPORATION CMN |
Jun 22, 2023 Member | Jul 11, 2023 | TGT Target Corporation | Buy | 60.43estimated | $132.39 | $1,001 – $15,000 | 8219826 ITARGET CORPORATION CMN |
Jun 22, 2023 Spouse | Jul 11, 2023 | — USD * | Buy | — | — | $1,001 – $15,000 | 8219826 USD * |
Jun 22, 2023 Dependent | Jul 11, 2023 | TGT Target Corporation | Buy | 60.43estimated | $132.39 | $1,001 – $15,000 | 8219826 TARGET CORPORATION CMN |
Jun 22, 2023 Dependent | Jul 11, 2023 | TGT Target Corporation | Buy | 60.43estimated | $132.39 | $1,001 – $15,000 | 8219826 TARGET CORPORATION CMN |
Jun 22, 2023 Spouse | Jul 11, 2023 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX |
Jun 22, 2023 Spouse | Jul 11, 2023 | — PARTICIPATION LINKED TO 5&P 500 | Buy | — | — | $1,001 – $15,000 | 8219826 PARTICIPATION LINKED TO 5&P 500 |
Jun 22, 2023 Dependent | Jul 11, 2023 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX |
Jun 21, 2023 Dependent | Jul 11, 2023 | — P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 P 500 INDEX |
Jun 21, 2023 Dependent | Jul 11, 2023 | — BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8219826 BASKET OF INDICES |
Jun 21, 2023 Member | Jul 11, 2023 | — P IS&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 P IS&P 500 INDEX |
Jun 20, 2023 Spouse | Jul 11, 2023 | — IWASTE CONNECTIONS, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8219826 IWASTE CONNECTIONS, ING. CMN |
Jun 20, 2023 Spouse | Jul 11, 2023 | AAP Advance Auto Parts Inc. | Buy | 117.69estimated | $67.98 | $1,001 – $15,000 | 8219826 ADVANCE AUTO PARTS, INC. CMN |
Jun 16, 2023 Dependent | Jul 11, 2023 | — LINDEX | Buy | — | — | $1,001 – $15,000 | 8219826 LINDEX |
Jun 16, 2023 Spouse | Jul 11, 2023 | — (LINKED TO S&P 50D INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 (LINKED TO S&P 50D INDEX |
Jun 16, 2023 Member | Jul 11, 2023 | — P INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 P INDEX |
Jun 16, 2023 Dependent | Jul 11, 2023 | — UNKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 UNKED TO S&P 500 INDEX |
Jun 15, 2023 Spouse | Jul 11, 2023 | — LAVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219826 LAVANTOR FUNDING, INC. CMN |
Jun 15, 2023 Dependent | Jul 11, 2023 | — YANDEX N.V. CMN | Buy | — | — | $1,001 – $15,000 | 8219826 YANDEX N.V. CMN |
Jun 14, 2023 Dependent | Jul 11, 2023 | — LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 LINKED TO S&P 500 INDEX |
Jun 14, 2023 Dependent | Jul 11, 2023 | — ICMN * | Buy | — | — | $1,001 – $15,000 | 8219826 ICMN * |
Jun 14, 2023 Dependent | Jul 11, 2023 | TGT Target Corporation | Buy | 60.05estimated | $133.23 | $1,001 – $15,000 | 8219826 TARGET CORPORATION CMN |
Jun 13, 2023 Dependent | Jul 11, 2023 | — INDICES | Buy | — | — | $1,001 – $15,000 | 8219826 INDICES |
Jun 13, 2023 Spouse | Jul 11, 2023 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219826 AVANTOR FUNDING, INC. CMN |
Jun 12, 2023 Dependent | Jul 11, 2023 | — TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 TO S&P 500 INDEX |
Jun 12, 2023 Dependent | Jul 11, 2023 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 S&P 500 INDEX |
Jun 12, 2023 Spouse | Jul 11, 2023 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 S&P 500 INDEX |
Jun 12, 2023 Member | Jul 11, 2023 | — P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 P 500 INDEX |
Jun 12, 2023 Spouse | Jul 11, 2023 | — TO SEP SOD INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 TO SEP SOD INDEX |
Jun 12, 2023 Dependent | Jul 11, 2023 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 S&P 500 INDEX |
Jun 9, 2023 Dependent | Jul 11, 2023 | — WISD * | Buy | — | — | $1,001 – $15,000 | 8219826 WISD * |
Jun 9, 2023 Spouse | Jul 11, 2023 | — BNP PARIBAS SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8219826 BNP PARIBAS SPONSORED ADR CMN |
Jun 8, 2023 Spouse | Jul 11, 2023 | — B/18/2023 | Buy | — | — | $1,001 – $15,000 | 8219826 B/18/2023 |
Jun 8, 2023 Dependent | Jul 11, 2023 | ADBE Adobe Inc. | Buy | 18.22estimated | $439.03 | $1,001 – $15,000 | 8219826 LADOBE INC x |
Jun 7, 2023 Dependent | Jul 11, 2023 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX |
Jun 7, 2023 Dependent | Jul 11, 2023 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX |
Jun 7, 2023 Dependent | Jul 11, 2023 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX |
Jun 7, 2023 Spouse | Jul 11, 2023 | — GRPHI PACKAGING HLDECO CMN * | Buy | — | — | $1,001 – $15,000 | 8219826 GRPHI PACKAGING HLDECO CMN * |
Jun 7, 2023 Spouse | Jul 11, 2023 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX |
Jun 7, 2023 Member | Jul 11, 2023 | — INDEX X | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX X |
Jun 7, 2023 Spouse | Jul 11, 2023 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX |
Jun 6, 2023 Dependent | Jul 11, 2023 | — PARTICIPATION LINKED TO BASKET OF | Buy | — | — | $1,001 – $15,000 | 8219826 PARTICIPATION LINKED TO BASKET OF |
Jun 6, 2023 Dependent | Jul 11, 2023 | — (USD1.8438(7.389) SERIES J | Buy | — | — | $1,001 – $15,000 | 8219826 (USD1.8438(7.389) SERIES J |
Jun 5, 2023 Dependent | Jul 11, 2023 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX |
Jun 5, 2023 Dependent | Jul 11, 2023 | — INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX |
Jun 5, 2023 Spouse | Jul 11, 2023 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 S&P 500 INDEX |
Jun 5, 2023 Spouse | Jul 11, 2023 | — IS&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 IS&P 500 INDEX |
Jun 5, 2023 Spouse | Jul 11, 2023 | — INDEX ..* | Buy | — | — | $1,001 – $15,000 | 8219826 INDEX ..* |
Jun 5, 2023 Dependent | Jul 11, 2023 | — S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219826 S&P 500 INDEX |
Jun 2, 2023 Dependent | Jul 11, 2023 | — PARTICIPATION LINKED TO S&P 500 | Buy | — | — | $1,001 – $15,000 | 8219826 PARTICIPATION LINKED TO S&P 500 |
Jun 2, 2023 Dependent | Jul 11, 2023 | GOOGL Alphabet Inc. Class A | Buy | 64.17estimated | $124.67 | $1,001 – $15,000 | 8219826 ALPHABET INC. CMN |
Jun 2, 2023 Dependent | Jul 11, 2023 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219826 MC DONALDS CORP CMN |
Jun 2, 2023 Dependent | Jul 11, 2023 | MS Morgan Stanley | Buy | 94.85estimated | $84.35 | $1,001 – $15,000 | 8219826 MORGAN STANLEY CMN |
Jun 2, 2023 Dependent | Jul 11, 2023 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8219826 CATERPILLAR INC (DELAWARE) CMN |
Jun 2, 2023 Member | Jul 11, 2023 | MRVL Marvell Technology, Inc. | Buy | 132.94estimated | $60.18 | $1,001 – $15,000 | 8219826 MARVELL TECHNOLOGY, INC. CMN |
Jun 2, 2023 Dependent | Jul 11, 2023 | NEE NextEra Energy, Inc. | Buy | 108.33estimated | $73.85 | $1,001 – $15,000 | 8219826 NEXTERA ENERGY, INC. CMN |
Jun 2, 2023 Spouse | Jul 11, 2023 | — PARTICIPATION LINKED TO S&P 500 | Buy | — | — | $1,001 – $15,000 | 8219826 PARTICIPATION LINKED TO S&P 500 |
Jun 2, 2023 Dependent | Jun 12, 2023 | — AMERICAN AIRUNES GROUP INC CMN | Buy | — | — | $1,001 – $15,000 | 8219783 AMERICAN AIRUNES GROUP INC CMN |
May 31, 2023 Dependent | Jun 12, 2023 | — MORGAN STANLEY FINANCE ULC UNKED TO SEP 500 INDEX | Buy | — | — | $50,001 – $100,000 | 8219783 MORGAN STANLEY FINANCE ULC UNKED TO SEP 500 INDEX |
May 31, 2023 Dependent | Jun 12, 2023 | — CIGNOLIP INC. LINKED TO S&P 500 INDEX | Buy | — | — | $50,001 – $100,000 | 8219783 CIGNOLIP INC. LINKED TO S&P 500 INDEX |
May 31, 2023 Spouse | Jun 12, 2023 | — DUKE ENERGY CORPORATION HYBRID PERFETUAL USD | Sell | — | — | $1,001 – $15,000 | 8219783 DUKE ENERGY CORPORATION HYBRID PERFETUAL USD |
May 31, 2023 Dependent | Jun 12, 2023 | — TORONTO DOMINION BANK LINKED TO BASKET OF INDICES | Buy | — | — | $15,001 – $50,000 | 8219783 TORONTO DOMINION BANK LINKED TO BASKET OF INDICES |
May 31, 2023 Dependent | Jun 12, 2023 | — CMGROUP INC. LINKED TO S&P 500 INDEX | Buy | — | — | $15,001 – $50,000 | 8219783 CMGROUP INC. LINKED TO S&P 500 INDEX |
May 31, 2023 Member | Jun 12, 2023 | — P MORGAN STANLEY FINANCE ULC LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219783 P MORGAN STANLEY FINANCE ULC LINKED TO S&P 500 INDEX |
May 30, 2023 Dependent | Jun 12, 2023 | PFE Pfizer, Inc. | Buy | 216.17estimated | $37.01 | $1,001 – $15,000 | 8219783 PFIZER INC. CMN |
May 30, 2023 Dependent | Jun 12, 2023 | — TESLA, INC. CMA | Buy | — | — | $1,001 – $15,000 | 8219783 TESLA, INC. CMA |
May 30, 2023 Member | Jun 12, 2023 | — SF BNP PARIBAS LINKED TO S&P 500 INDEX | Buy | — | — | $100,001 – $250,000 | 8219783 SF BNP PARIBAS LINKED TO S&P 500 INDEX |
May 30, 2023 Dependent | Jun 12, 2023 | — ENP PARIBAS LINKED TO SEP 50D INDEX | Buy | — | — | $15,001 – $50,000 | 8219783 ENP PARIBAS LINKED TO SEP 50D INDEX |
May 29, 2023 Member | Sep 6, 2023 | NKE Nike, Inc. | Buy | 74.42estimated | $107.51 | $1,001 – $15,000 | 8219953 NIKE CLASS-B CMN |
May 29, 2023 Spouse | Jul 11, 2023 | — CLAS5 A | Buy | — | — | $1,001 – $15,000 | 8219826 CLAS5 A |
May 29, 2023 Member | Jul 11, 2023 | — P DJEKS SPORTING GOODS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219826 P DJEKS SPORTING GOODS INC CMN |
May 29, 2023 Member | Jul 11, 2023 | — SPLITYSON FOODS INC CLA CMN | Buy | — | — | $1,001 – $15,000 | 8219826 SPLITYSON FOODS INC CLA CMN |
May 29, 2023 Spouse | Jul 11, 2023 | ROL Rollins, Inc. | Buy | 203.42estimated | $39.33 | $1,001 – $15,000 | 8219826 ROLLINS INC. CMN |
May 29, 2023 Spouse | Jul 11, 2023 | TMUS T-Mobile US, Inc. | Buy | 59.2estimated | $135.15 | $1,001 – $15,000 | 8219826 IT-MOBILE US, INC. CMN |
May 29, 2023 Spouse | Jul 11, 2023 | INCY Incyte Corp. | Buy | 127.84estimated | $62.58 | $1,001 – $15,000 | 8219826 INCYTE CORPORATION CMN |
May 29, 2023 Spouse | Jul 11, 2023 | — NORFOLK SOUTHERN EDRP EMN * | Buy | — | — | $1,001 – $15,000 | 8219826 NORFOLK SOUTHERN EDRP EMN * |
May 29, 2023 Spouse | Jul 11, 2023 | ABT Abbott Laboratories | Buy | 77.77estimated | $102.87 | $1,001 – $15,000 | 8219826 ABBOTT LABORATORIES CMN |
May 29, 2023 Spouse | Jun 12, 2023 | RMD ResMed Inc. | Sell | 37.14estimated | $215.44 | $1,001 – $15,000 | 8219783 RESMED INC. CMN |
May 29, 2023 Spouse | Jun 12, 2023 | INCY Incyte Corp. | Buy | 127.84estimated | $62.58 | $1,001 – $15,000 | 8219783 INCYTE CORPORATION CMN |
May 29, 2023 Member | Jun 12, 2023 | ARE Alexandria Real Estate Equities, Inc. | Buy | 71.58estimated | $111.77 | $1,001 – $15,000 | 8219783 P ALEXANDRIA REAL ESTATE EQUITIES, INC |
May 28, 2023 Spouse | Jul 11, 2023 | HSIC Henry Schein, Inc. | Buy | 106.79estimated | $74.92 | $1,001 – $15,000 | 8219826 HENRY SCHEIN INC COMMON STOCK * |
May 28, 2023 Spouse | Jul 11, 2023 | — THE BANK OF NY MELLON CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219826 THE BANK OF NY MELLON CORP CMN |
May 26, 2023 Dependent | Jul 11, 2023 | T AT&T Inc. | Buy | 516.16estimated | $15.50 | $1,001 – $15,000 | 8219826 AT&T INC. CMN |
May 26, 2023 Dependent | Jul 11, 2023 | — INTUIVE SURGICAL, INC CMN | Buy | — | — | $1,001 – $15,000 | 8219826 INTUIVE SURGICAL, INC CMN |
May 26, 2023 Dependent | Jul 11, 2023 | — HOLOGIC INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8219826 HOLOGIC INCORPORATED CMN |
May 26, 2023 Dependent | Jul 11, 2023 | FTNT Fortinet, Inc. | Buy | 118.05estimated | $67.77 | $1,001 – $15,000 | 8219826 FORTINET, INC. CMN |
May 26, 2023 Dependent | Jul 11, 2023 | — EME GROUP INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219826 EME GROUP INC. CMN |
May 26, 2023 Dependent | Jul 11, 2023 | MCK McKesson Corporation | Buy | 20.62estimated | $387.95 | $1,001 – $15,000 | 8219826 MCKESSON CORPORATION CMN |
May 26, 2023 Dependent | Jul 11, 2023 | RSG Republic Services, Inc. | Buy | 56.71estimated | $141.08 | $1,001 – $15,000 | 8219826 REPUBLIC SERVICES INC CMN |
May 26, 2023 Dependent | Jun 12, 2023 | — THE BANK DF NOVA SCOTIA LINKED TO BASKET OF INDICES | Buy | — | — | $15,001 – $50,000 | 8219783 THE BANK DF NOVA SCOTIA LINKED TO BASKET OF INDICES |
May 25, 2023 Dependent | Jun 12, 2023 | — CAPPED BUFFERED ENHANCED PARTICIPATION LINKED TO S&P 900 INDEX | Buy | — | — | $50,001 – $100,000 | 8219783 CAPPED BUFFERED ENHANCED PARTICIPATION LINKED TO S&P 900 INDEX |
May 25, 2023 Dependent | Jun 12, 2023 | NVDA NVIDIA Corporation | Receive | 210.65estimated | $37.98 | $1,001 – $15,000 | 8219783 INVIDIA CORPORATION |
May 24, 2023 Dependent | Jun 12, 2023 | — CAPPED SUFFERED ENHANCED PARTICIPATION LINKED TO S&P SDO INDEX * | Buy | — | — | $1,001 – $15,000 | 8219783 CAPPED SUFFERED ENHANCED PARTICIPATION LINKED TO S&P SDO INDEX * |
May 23, 2023 Dependent | Jun 12, 2023 | — WESTROCK COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219783 WESTROCK COMPANY CMN |
May 23, 2023 Dependent | Jun 12, 2023 | FSLR First Solar, Inc. | Buy | 39.83estimated | $200.89 | $1,001 – $15,000 | 8219783 FIRST SOLAR, INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | CF CF Industries Holdings, Inc. | Buy | 118.54estimated | $67.49 | $1,001 – $15,000 | 8219783 CF INDUSTRIES HOLDINGS, INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — INVESCO LTD. CMIN | Buy | — | — | $1,001 – $15,000 | 8219783 INVESCO LTD. CMIN |
May 23, 2023 Dependent | Jun 12, 2023 | MRNA Moderna, Inc. | Buy | 58.08estimated | $137.75 | $1,001 – $15,000 | 8219783 MODERNA, INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | TECH Bio-Techne Corp | Buy | 96.15estimated | $83.21 | $1,001 – $15,000 | 8219783 BIO-TECHNE CORPORATION CMN |
May 23, 2023 Dependent | Jun 12, 2023 | FCX Freeport-McMoRan, Inc. | Buy | 230.69estimated | $34.68 | $1,001 – $15,000 | 8219783 FREEPORT-MCMORAN INC CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — BORGWARNER INC. OMN | Buy | — | — | $1,001 – $15,000 | 8219783 BORGWARNER INC. OMN |
May 23, 2023 Dependent | Jun 12, 2023 | HAS Hasbro, Inc. | Buy | 131.61estimated | $60.79 | $1,001 – $15,000 | 8219783 HASBRO, INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | RSG Republic Services, Inc. | Buy | 56.07estimated | $142.70 | $1,001 – $15,000 | 8219783 REPUBLIC SERVICES INC CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — ALLEGION PUBLIC LIMITED COMPAN OMN | Buy | — | — | $1,001 – $15,000 | 8219783 ALLEGION PUBLIC LIMITED COMPAN OMN |
May 23, 2023 Dependent | Jun 12, 2023 | — VERISK AMALYTICS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219783 VERISK AMALYTICS, INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — F5 INC OMN | Buy | — | — | $1,001 – $15,000 | 8219783 F5 INC OMN |
May 23, 2023 Dependent | Jun 12, 2023 | IDXX IDEXX Laboratories, Inc. | Buy | 17.35estimated | $461.08 | $1,001 – $15,000 | 8219783 IDEXX LABORATORIES CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — SERVICENOW INC CMAN | Buy | — | — | $1,001 – $15,000 | 8219783 SERVICENOW INC CMAN |
May 23, 2023 Dependent | Jun 12, 2023 | — WATERS CORPORATION COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8219783 WATERS CORPORATION COMMON STOCK |
May 23, 2023 Dependent | Jun 12, 2023 | — LAM RESEARCH COAPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219783 LAM RESEARCH COAPORATION CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — ACCENTURE PLE CMN | Buy | — | — | $1,001 – $15,000 | 8219783 ACCENTURE PLE CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — SOLAREDGE TECHNOLOGIES, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8219783 SOLAREDGE TECHNOLOGIES, INC. OMN |
May 23, 2023 Dependent | Jun 12, 2023 | — TARGEL CORPORATIDH CMA | Buy | — | — | $1,001 – $15,000 | 8219783 TARGEL CORPORATIDH CMA |
May 23, 2023 Dependent | Jun 12, 2023 | CRM Salesforce, Inc. | Buy | 38.72estimated | $206.64 | $1,001 – $15,000 | 8219783 SALESFORCE INC CMN |
May 23, 2023 Dependent | Jun 12, 2023 | STZ Constellation Brands, Inc. | Buy | 33.91estimated | $235.91 | $1,001 – $15,000 | 8219783 CONSTELLATION BRANDS INC CMN |
May 23, 2023 Member | Jun 12, 2023 | — DO UNDE PLC CMN | Buy | — | — | $1,001 – $15,000 | 8219783 DO UNDE PLC CMN |
May 23, 2023 Dependent | Jun 12, 2023 | TEL TE Connectivity plc Ordinary Shares | Buy | 65.49estimated | $122.17 | $1,001 – $15,000 | 8219783 TE CONNECTIVITY LTD CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — ADOBE INC OMN | Buy | — | — | $1,001 – $15,000 | 8219783 ADOBE INC OMN |
May 23, 2023 Dependent | Jun 12, 2023 | PLD Prologis, Inc. | Buy | 64.76estimated | $123.54 | $1,001 – $15,000 | 8219783 PROLOGIS INC CMN |
May 23, 2023 Dependent | Jun 12, 2023 | ADM Archer-Daniels-Midland Company | Buy | 106.6estimated | $75.05 | $1,001 – $15,000 | 8219783 ARCHER-DANIELS MIDLAND COMPANY CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — MICROCHIP TECHNOLOGY INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219783 MICROCHIP TECHNOLOGY INCORPORA CMN |
May 23, 2023 Dependent | Jun 12, 2023 | CSGP CoStar Group, Inc. | Buy | 101.92estimated | $78.50 | $1,001 – $15,000 | 8219783 COSTAR GROUP, INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | WY Weyerhaeuser Company | Buy | 274.08estimated | $29.19 | $1,001 – $15,000 | 8219783 WEYERHAEUSER COMPANY CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — MC DONALDS CORP CNN | Buy | — | — | $1,001 – $15,000 | 8219783 MC DONALDS CORP CNN |
May 23, 2023 Member | Jun 12, 2023 | ALB Albemarle Corporation | Buy | 37.03estimated | $216.07 | $1,001 – $15,000 | 8219783 OC ALBEMARLE CORP CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — APTIV PLC CAN | Buy | — | — | $1,001 – $15,000 | 8219783 APTIV PLC CAN |
May 23, 2023 Dependent | Jun 12, 2023 | INTC Intel Corporation | Buy | 271.11estimated | $29.51 | $1,001 – $15,000 | 8219783 INTEL CORPORATION CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — EATON CORP PLE CMN | Buy | — | — | $1,001 – $15,000 | 8219783 EATON CORP PLE CMN |
May 23, 2023 Dependent | Jun 12, 2023 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 163.58estimated | $48.91 | $1,001 – $15,000 | 8219783 CISCO SYSTEMS, INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — REWITY INC CMN _X | Buy | — | — | $1,001 – $15,000 | 8219783 REWITY INC CMN _X |
May 23, 2023 Dependent | Jun 12, 2023 | MU Micron Technology, Inc. | Buy | 121.2estimated | $66.01 | $1,001 – $15,000 | 8219783 MICRON TECHNOLOGY, INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — M COMPANY CMIN | Buy | — | — | $1,001 – $15,000 | 8219783 M COMPANY CMIN |
May 23, 2023 Dependent | Jun 12, 2023 | — LIQVIA HOLDINGS INC CIN | Buy | — | — | $1,001 – $15,000 | 8219783 LIQVIA HOLDINGS INC CIN |
May 23, 2023 Dependent | Jun 12, 2023 | — METTLER-TOLEDO INTL CMN | Buy | — | — | $1,001 – $15,000 | 8219783 METTLER-TOLEDO INTL CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — FORD MOTOR COMPANY CHIN | Buy | — | — | $1,001 – $15,000 | 8219783 FORD MOTOR COMPANY CHIN |
May 23, 2023 Dependent | Jun 12, 2023 | COF Capital One Financial Corporation | Buy | 78.31estimated | $102.17 | $1,001 – $15,000 | 8219783 CAPITAL ONE FINANCIAL CORP CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — KLA CORP CMIN | Buy | — | — | $1,001 – $15,000 | 8219783 KLA CORP CMIN |
May 23, 2023 Dependent | Jun 12, 2023 | — AMERICAN EXPRESS CO. OMIN | Buy | — | — | $1,001 – $15,000 | 8219783 AMERICAN EXPRESS CO. OMIN |
May 23, 2023 Dependent | Jun 12, 2023 | AMT American Tower Corporation (REIT) | Buy | 42.52estimated | $188.15 | $1,001 – $15,000 | 8219783 AMERICAN TOWER CORPORATION CMN |
May 23, 2023 Dependent | Jun 12, 2023 | NVDA NVIDIA Corporation | Buy | 260.7estimated | $30.69 | $1,001 – $15,000 | 8219783 INVIDIA CORPORATION CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — INTL BUSINESS MACHINES COAP CNN | Buy | — | — | $1,001 – $15,000 | 8219783 INTL BUSINESS MACHINES COAP CNN |
May 23, 2023 Dependent | Jun 12, 2023 | CI The Cigna Group | Buy | 31.76estimated | $251.92 | $1,001 – $15,000 | 8219783 CIGNA GROUP/THE CMN |
May 23, 2023 Dependent | Jun 12, 2023 | META Meta Platforms, Inc. Class A | Buy | 131.72estimated | $246.74 | $15,001 – $50,000 | 8219783 META PLATFORMS INC-CLASS A CMN |
May 23, 2023 Dependent | Jun 12, 2023 | SCHW Charles Schwab Corporation (The) | Buy | 615.66estimated | $52.79 | $15,001 – $50,000 | 8219783 CHARLES SCHWAB CORPORATION CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — THERMO FISHER SCENTIFIC INC CMN | Buy | — | — | $1,001 – $15,000 | 8219783 THERMO FISHER SCENTIFIC INC CMN |
May 23, 2023 Dependent | Jun 12, 2023 | BAC Bank of America Corporation | Buy | 1,137.18estimated | $28.58 | $15,001 – $50,000 | 8219783 BANK OF AMERICA CORP CMN |
May 23, 2023 Dependent | Jun 12, 2023 | JNJ Johnson & Johnson | Buy | 207.26estimated | $156.81 | $15,001 – $50,000 | 8219783 JOHNSON & JOHNSON CMN * |
May 23, 2023 Dependent | Jun 12, 2023 | AMZN Amazon.com, Inc. | Buy | 282.64estimated | $114.99 | $15,001 – $50,000 | 8219783 AMAZON.COM INC CMN |
May 23, 2023 Dependent | Jun 12, 2023 | GOOGL Alphabet Inc. Class A | Buy | 265.18estimated | $122.56 | $15,001 – $50,000 | 8219783 ALPHABET INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — ISHARES RUSSELL 1000 VALUE | Sell | — | — | $1,001 – $15,000 | 8219783 ISHARES RUSSELL 1000 VALUE |
May 23, 2023 Member | Jun 12, 2023 | LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) | Sell | 88.18estimated | $90.73 | $1,001 – $15,000 | 8219783 P LYONDELLBASELL INDUSTRIES N.V. CMN |
May 23, 2023 Spouse | Jun 12, 2023 | LUMN Lumen Technologies, Inc. | Sell | 2,514.22estimated | $2.10 | $1,001 – $15,000 | 8219783 LUMEN TECHNOLOGIES INC CMN |
May 23, 2023 Spouse | Jun 12, 2023 | — WASTE MANAGEMENT WC CMN | Sell | — | — | $1,001 – $15,000 | 8219783 WASTE MANAGEMENT WC CMN |
May 23, 2023 Spouse | Jun 12, 2023 | — GLOBAL PAYMENTS INC. CUN | Sell | — | — | $1,001 – $15,000 | 8219783 GLOBAL PAYMENTS INC. CUN |
May 23, 2023 Spouse | Jun 12, 2023 | — MOTOROLA SOLUTIONS INC CMM | Sell | — | — | $15,001 – $50,000 | 8219783 MOTOROLA SOLUTIONS INC CMM |
May 23, 2023 Spouse | Jun 12, 2023 | BDX Becton, Dickinson and Company | Sell | 48.06estimated | $197.26 | $15,001 – $50,000 | 8219783 BECTON, DICKINSON AND COMPANY CMN |
May 23, 2023 Spouse | Jun 12, 2023 | — CHUBE UMITED CMN | Sell | — | — | $15,001 – $50,000 | 8219783 CHUBE UMITED CMN |
May 23, 2023 Spouse | Jun 12, 2023 | — WALGREENS BOOTS ALLIANCE, INC. CMN | Sell | — | — | $15,001 – $50,000 | 8219783 WALGREENS BOOTS ALLIANCE, INC. CMN |
May 23, 2023 Spouse | Jun 12, 2023 | — SENSATA TECHNOLOBIES HOLDING P CMN | Receive | — | — | $50,001 – $100,000 | 8219783 SENSATA TECHNOLOBIES HOLDING P CMN |
May 23, 2023 Spouse | Jun 12, 2023 | MS Morgan Stanley | Receive | 907.56estimated | $82.64 | $50,001 – $100,000 | 8219783 MORGAN STANLEY CMN |
May 23, 2023 Spouse | Jun 12, 2023 | DIS Walt Disney Company (The) | Sell | 217.84estimated | $89.82 | $50,001 – $100,000 | 8219783 WALT DISNEY COMPANY (THE) CMN |
May 23, 2023 Spouse | Jun 12, 2023 | DD DuPont de Nemours, Inc. | Receive | 899.08estimated | $83.42 | $50,001 – $100,000 | 8219783 DUPONT DE NEMOURS INC CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — CATALENT, INC. CMN | Sell | — | — | $1,001 – $15,000 | 8219783 CATALENT, INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — CORNING INCORPORATED CMN | Sell | — | — | $1,001 – $15,000 | 8219783 CORNING INCORPORATED CMN |
May 23, 2023 Dependent | Jun 12, 2023 | IP International Paper Company | Sell | 244.51estimated | $31.96 | $1,001 – $15,000 | 8219783 INTERNATIONAL PAPER CO. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | STT State Street Corporation | Sell | 0estimated | $68.37 | $1,001 – $15,000 | 8219783 STATE STREET CORPORATION (NEW) CMN |
May 23, 2023 Dependent | Jun 12, 2023 | PEP PepsiCo, Inc. | Sell | 43estimated | $186.07 | $1,001 – $15,000 | 8219783 PEPSICO, INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | CME CME Group Inc. Class A | Sell | 44.68estimated | $179.08 | $1,001 – $15,000 | 8219783 CME GROUP INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | PYPL PayPal Holdings, Inc. | Sell | 129.04estimated | $62.00 | $1,001 – $15,000 | 8219783 PAYPAL HOLDINGS, INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | UNP Union Pacific Corporation | Sell | 40.74estimated | $196.38 | $1,001 – $15,000 | 8219783 UNION PACIFIC CORP. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | DIS Walt Disney Company (The) | Sell | 89.07estimated | $89.82 | $1,001 – $15,000 | 8219783 WALT DISNEY COMPANY (THE) CMN |
May 23, 2023 Dependent | Jun 12, 2023 | — COW CORPDRATION CMN | Buy | — | — | $1,001 – $15,000 | 8219783 COW CORPDRATION CMN |
May 23, 2023 Dependent | Jun 12, 2023 | NXPI NXP Semiconductors N.V. | Buy | 45.7estimated | $175.06 | $1,001 – $15,000 | 8219783 NXP SEMICONDUCTORS N.V.CMN |
May 23, 2023 Dependent | Jun 12, 2023 | SPGI S&P Global Inc. | Buy | 22.51estimated | $355.36 | $1,001 – $15,000 | 8219783 S&P GLOBAL INC. CMN |
May 23, 2023 Dependent | Jun 12, 2023 | CL Colgate-Palmolive Company | Buy | 103.85estimated | $77.04 | $1,001 – $15,000 | 8219783 COLGATE-PALMOLIVE CO CMN |
May 22, 2023 Spouse | Jul 11, 2023 | — TARGET CORPORATION CMI | Buy | — | — | $1,001 – $15,000 | 8219826 TARGET CORPORATION CMI |
May 22, 2023 Spouse | Jul 11, 2023 | — CHUBB LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8219826 CHUBB LIMITED CMN |
May 22, 2023 Spouse | Jun 12, 2023 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219783 AVANTOR FUNDING, INC. CMN |
May 19, 2023 Dependent | Jun 12, 2023 | — TAKE TWO INTERACTIVE SOFTWARE IMC | Sell | — | — | $1,001 – $15,000 | 8219783 TAKE TWO INTERACTIVE SOFTWARE IMC |
May 19, 2023 Spouse | Jun 12, 2023 | — FREEPORT-MOMORAN INC CMN | Sell | — | — | $1,001 – $15,000 | 8219783 FREEPORT-MOMORAN INC CMN |
May 19, 2023 Spouse | Jun 12, 2023 | GPN Global Payments Inc. | Sell | 78.47estimated | $101.96 | $1,001 – $15,000 | 8219783 GLOBAL PAYMENTS INC. CMN * |
May 19, 2023 Spouse | Jun 12, 2023 | — CINCINNATI FINANCIAL CRP CAN | Sell | — | — | $1,001 – $15,000 | 8219783 CINCINNATI FINANCIAL CRP CAN |
May 19, 2023 Spouse | Jun 12, 2023 | OGN Organon & Co. Common Stock | Sell | 0estimated | $20.43 | $1,001 – $15,000 | 8219783 ORGANON & CO CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — COUSINS PROPERTIES INCORPORATE CMN | Sell | — | — | $1,001 – $15,000 | 8219783 COUSINS PROPERTIES INCORPORATE CMN |
May 19, 2023 Spouse | Jun 12, 2023 | UDR UDR, Inc. | Sell | 198.33estimated | $40.34 | $1,001 – $15,000 | 8219783 UDR INC CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — TYSON FOODS INC CI-A CMN | Sell | — | — | $15,001 – $50,000 | 8219783 TYSON FOODS INC CI-A CMN |
May 19, 2023 Spouse | Jun 12, 2023 | UNP Union Pacific Corporation | Sell | 163.34estimated | $198.97 | $15,001 – $50,000 | 8219783 UNION PACIFIC CORP. CMN |
May 19, 2023 Spouse | Jun 12, 2023 | HUM Humana Inc. | Sell | 48.15estimated | $513.52 | $15,001 – $50,000 | 8219783 HUMANA INC. CMN |
May 19, 2023 Member | Jun 12, 2023 | MTB M&T Bank Corporation | Sell | 97.6estimated | $121.61 | $15,001 – $50,000 | 8219783 P M&T BANK CORPORATION CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — THERMO FISHER SCIENTIFIC INC OMN | Sell | — | — | $15,001 – $50,000 | 8219783 THERMO FISHER SCIENTIFIC INC OMN |
May 19, 2023 Spouse | Jun 12, 2023 | VZ Verizon Communications Inc. | Sell | 599.7estimated | $36.05 | $15,001 – $50,000 | 8219783 VERIZON COMMUNICATIONS, INC. CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — PAYPAL HOLDINGS, INC. OMN | Receive | — | — | $50,001 – $100,000 | 8219783 PAYPAL HOLDINGS, INC. OMN |
May 19, 2023 Spouse | Jun 12, 2023 | — REGENERON PHARMACEUTICAL INC CAN | Buy | — | — | $1,001 – $15,000 | 8219783 REGENERON PHARMACEUTICAL INC CAN |
May 19, 2023 Spouse | Jun 12, 2023 | — CHARLES RIV LABS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219783 CHARLES RIV LABS INTL INC CMN |
May 19, 2023 Spouse | Jun 12, 2023 | ALB Albemarle Corporation | Buy | 39.19estimated | $204.15 | $1,001 – $15,000 | 8219783 ALBEMARLE CORP CMN |
May 19, 2023 Spouse | Jun 12, 2023 | AAP Advance Auto Parts Inc. | Buy | 68.14estimated | $117.41 | $1,001 – $15,000 | 8219783 ADVANCE AUTO PARTS, INC. CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — LINCOLN NATL.CORP.INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219783 LINCOLN NATL.CORP.INC. CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — IVF CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219783 IVF CORP CMN |
May 19, 2023 Spouse | Jun 12, 2023 | COF Capital One Financial Corporation | Buy | 81.7estimated | $97.93 | $1,001 – $15,000 | 8219783 CAPITAL ONE FINANCIAL CORP CMN |
May 19, 2023 Spouse | Jun 12, 2023 | DVA DaVita Inc. | Buy | 79.74estimated | $100.33 | $1,001 – $15,000 | 8219783 DAVITA INC CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — CBRE GROUP, INC, OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219783 CBRE GROUP, INC, OMN CLASS A |
May 19, 2023 Member | Jun 12, 2023 | MOS Mosaic Company (The) | Buy | 223.73estimated | $35.76 | $1,001 – $15,000 | 8219783 P | MOSAIC COMPANY (THE) CMN |
May 19, 2023 Member | Jun 12, 2023 | SYF Synchrony Financial | Buy | 266.51estimated | $30.02 | $1,001 – $15,000 | 8219783 P SYNCHRONY FINANCIAL CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — (SEA COMMUMICATIONS CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219783 (SEA COMMUMICATIONS CORPORATION CMN |
May 19, 2023 Spouse | Jun 12, 2023 | KIM Kimco Realty Corporation (HC) | Buy | 436.71estimated | $18.32 | $1,001 – $15,000 | 8219783 KIMCO REALTY CORPORATION CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — HUNTINGTON BANCSHARES INCORPOR CMN | Buy | — | — | $1,001 – $15,000 | 8219783 HUNTINGTON BANCSHARES INCORPOR CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — COMERICA INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8219783 COMERICA INCORPORATED CMN |
May 19, 2023 Spouse | Jun 12, 2023 | CVS CVS Health Corporation | Buy | 468.44estimated | $69.38 | $15,001 – $50,000 | 8219783 CVS HEALTH CORP CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — BRISTOL-MYERS SQUIDE COMPANT CMN | Buy | — | — | $15,001 – $50,000 | 8219783 BRISTOL-MYERS SQUIDE COMPANT CMN |
May 19, 2023 Spouse | Jun 12, 2023 | FITB Fifth Third Bancorp | Buy | 1,294.84estimated | $25.10 | $15,001 – $50,000 | 8219783 FIFTH THIRD BANCORP CMN |
May 19, 2023 Spouse | Jun 12, 2023 | — BOSTON PROPERTIES, INC. COMMON STOCK * | Buy | — | — | $15,001 – $50,000 | 8219783 BOSTON PROPERTIES, INC. COMMON STOCK * |
May 19, 2023 Spouse | Jun 12, 2023 | CI The Cigna Group | Buy | 127.39estimated | $255.13 | $15,001 – $50,000 | 8219783 CIGNA GROUP/THE CMN |
May 19, 2023 Spouse | Jun 12, 2023 | ABBV AbbVie Inc. | Buy | 223.97estimated | $145.11 | $15,001 – $50,000 | 8219783 ABBVIE INC CMN |
May 19, 2023 Spouse | Jun 12, 2023 | PFE Pfizer, Inc. | Buy | 883.89estimated | $36.77 | $15,001 – $50,000 | 8219783 PFIZER INC. CMN |
May 18, 2023 Dependent | Jun 12, 2023 | NVDA NVIDIA Corporation | Receive | 252.56estimated | $31.68 | $1,001 – $15,000 | 8219783 NVIDIA CORPORATION |
May 18, 2023 Spouse | Jun 12, 2023 | TTWO Take-Two Interactive Software, Inc. | Sell | 57.3estimated | $139.63 | $1,001 – $15,000 | 8219783 TAKE TWO INTERACTIVE SOFTWARE INC |
May 18, 2023 Spouse | Jun 12, 2023 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219783 AVANTOR FUNDING, INC. CMN |
May 17, 2023 Dependent | Jun 12, 2023 | — CANADLAM IMPERIAL BANK DF COMM LINKED TO SEP 500 INDEX | Buy | — | — | $15,001 – $50,000 | 8219783 CANADLAM IMPERIAL BANK DF COMM LINKED TO SEP 500 INDEX |
May 17, 2023 Dependent | Jun 12, 2023 | — CANADIAN IMPERIAL. BANK OF COMM LINKED TO S&P 500 INDEX | Buy | — | — | $1,001 – $15,000 | 8219783 CANADIAN IMPERIAL. BANK OF COMM LINKED TO S&P 500 INDEX |
May 17, 2023 Dependent | Jun 12, 2023 | — MORGAN STANLEY FINANCE LIC UNKED TO BASKET OF INDICES .. * | Buy | — | — | $15,001 – $50,000 | 8219783 MORGAN STANLEY FINANCE LIC UNKED TO BASKET OF INDICES .. * |
May 15, 2023 Dependent | Jun 12, 2023 | — THE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEX | Buy | — | — | $15,001 – $50,000 | 8219783 THE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEX |
May 15, 2023 Spouse | Jun 12, 2023 | — ALLSTATE CORPORATION (THE) PFD 7.3750 SERIES J BEO | Buy | — | — | $1,001 – $15,000 | 8219783 ALLSTATE CORPORATION (THE) PFD 7.3750 SERIES J BEO |
May 14, 2023 Spouse | Jul 11, 2023 | — TARGET CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8219826 TARGET CORPORATION OMN |
May 12, 2023 Spouse | Jun 12, 2023 | — CALLINVO FLEX EURO PM • 157.5 EXP 05/1Z/2023 | Buy | — | — | $1,001 – $15,000 | 8219783 CALLINVO FLEX EURO PM • 157.5 EXP 05/1Z/2023 |
May 12, 2023 Member | Jun 12, 2023 | — SPING GROEP. N.V. SPONS ADR SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8219783 SPING GROEP. N.V. SPONS ADR SPONSORED ADR CMN |
May 10, 2023 Dependent | Jun 12, 2023 | — SOCIETE GENERALE LINKED TO S&P 500 INDEX | Buy | — | — | $50,001 – $100,000 | 8219783 SOCIETE GENERALE LINKED TO S&P 500 INDEX |
May 10, 2023 Dependent | Jun 12, 2023 | — SOCIETE GENERALE LINKED TO S&P 500 INDEX | Buy | — | — | $15,001 – $50,000 | 8219783 SOCIETE GENERALE LINKED TO S&P 500 INDEX |
May 10, 2023 Dependent | Jun 12, 2023 | LEA Lear Corporation | Buy | 64.38estimated | $124.27 | $1,001 – $15,000 | 8219783 LEAR CORPORATION CMN |
May 10, 2023 Dependent | Jun 12, 2023 | SYK Stryker Corporation | Buy | 28.01estimated | $285.60 | $1,001 – $15,000 | 8219783 STRYKER CORPORATION CMN |
May 10, 2023 Dependent | Jun 12, 2023 | — CATERPILLAR INC (DELAWARE] CMN | Buy | — | — | $1,001 – $15,000 | 8219783 CATERPILLAR INC (DELAWARE] CMN |
May 10, 2023 Dependent | Jun 12, 2023 | PH Parker-Hannifin Corporation | Buy | 24.48estimated | $326.88 | $1,001 – $15,000 | 8219783 PARKER-HANNIFIN CORP. CMN |
May 10, 2023 Dependent | Jun 12, 2023 | GM General Motors Company | Buy | 241.85estimated | $33.08 | $1,001 – $15,000 | 8219783 GENERAL MOTORS COMPANY CMN |
May 10, 2023 Dependent | Jun 12, 2023 | — KKA & CO. INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219783 KKA & CO. INC. CMN |
May 10, 2023 Dependent | Jun 12, 2023 | — TEXAS INSTRUMENTS INC. CMAN | Buy | — | — | $1,001 – $15,000 | 8219783 TEXAS INSTRUMENTS INC. CMAN |
May 10, 2023 Dependent | Jun 12, 2023 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219783 AMERICAN INTL GROUP, INC. CMN |
May 10, 2023 Spouse | Jun 12, 2023 | — KKR B CO. INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219783 KKR B CO. INC. CMN |
May 10, 2023 Member | Jun 12, 2023 | — P TEXAS INSTRUMENTS INC. CAN | Buy | — | — | $1,001 – $15,000 | 8219783 P TEXAS INSTRUMENTS INC. CAN |
May 10, 2023 Member | Jun 12, 2023 | — P AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219783 P AMERICAN INTL GROUP, INC. CMN |
May 8, 2023 Dependent | Jun 12, 2023 | — ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX | Buy | — | — | $50,001 – $100,000 | 8219783 ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX |
May 8, 2023 Dependent | Jun 12, 2023 | — RDYAL BANK OF CANADA UNKED TO S&P 500 INDEX | Buy | — | — | $15,001 – $50,000 | 8219783 RDYAL BANK OF CANADA UNKED TO S&P 500 INDEX |
May 8, 2023 Spouse | Jun 12, 2023 | — HOYALBANK OF CANADA LINKED TO 5&P 500 INDEX * | Buy | — | — | $100,001 – $250,000 | 8219783 HOYALBANK OF CANADA LINKED TO 5&P 500 INDEX * |
May 5, 2023 Dependent | Jun 12, 2023 | APTV Aptiv PLC Ordinary Shares | Sell | 98.85estimated | $80.94 | $1,001 – $15,000 | 8219783 APTIV PLC CMN |
May 5, 2023 Dependent | Jun 12, 2023 | NEE NextEra Energy, Inc. | Sell | 0estimated | $75.51 | $1,001 – $15,000 | 8219783 NEXTERA ENERGY, INC. CMN |
May 5, 2023 Dependent | Jun 12, 2023 | — ALPHABET INC. CN CLASS A * | Sell | — | — | $1,001 – $15,000 | 8219783 ALPHABET INC. CN CLASS A * |
May 5, 2023 Dependent | Jun 12, 2023 | — DANAHER CORPORATION CNN * | Sell | — | — | $1,001 – $15,000 | 8219783 DANAHER CORPORATION CNN * |
May 5, 2023 Dependent | Jun 12, 2023 | — OLD DOMINION FREIGHT UNE, INC CMN | Buy | — | — | $1,001 – $15,000 | 8219783 OLD DOMINION FREIGHT UNE, INC CMN |
May 5, 2023 Dependent | Jun 12, 2023 | PG Procter & Gamble Company (The) | Buy | 51.28estimated | $156.03 | $1,001 – $15,000 | 8219783 PROCTER & GAMBLE COMPANY (THE, CMN |
May 5, 2023 Spouse | Jun 12, 2023 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219783 AVANTOR FUNDING, INC. CMN |
May 5, 2023 Dependent | Jun 12, 2023 | — ATLASSIAN CORPORATION CL A | Buy | — | — | $1,001 – $15,000 | 8219783 ATLASSIAN CORPORATION CL A |
May 4, 2023 Dependent | Jun 12, 2023 | — MORGAN STANLEY FINANCE LLC UNKED TO S&P 500 INDEX | Buy | — | — | $50,001 – $100,000 | 8219783 MORGAN STANLEY FINANCE LLC UNKED TO S&P 500 INDEX |
May 4, 2023 Spouse | Jun 12, 2023 | PYPL PayPal Holdings, Inc. | Sell | 111.41estimated | $71.81 | $1,001 – $15,000 | 8219783 PAYPAL HOLDINGS, INC. CMN |
May 4, 2023 Spouse | Jun 12, 2023 | DIS Walt Disney Company (The) | Sell | 82.1estimated | $97.45 | $1,001 – $15,000 | 8219783 WALT DISNEY COMPANY (THE) CMN |
May 4, 2023 Spouse | Jun 12, 2023 | V Visa Inc. | Sell | 35.46estimated | $225.60 | $1,001 – $15,000 | 8219783 VISA INC. CMN |
May 4, 2023 Member | Jun 12, 2023 | — P ILLUMINA, INC OMN * | Sell | — | — | $1,001 – $15,000 | 8219783 P ILLUMINA, INC OMN * |
May 4, 2023 Spouse | Jun 12, 2023 | — AUGN TECHNOLOGY, INC CMN * | Sell | — | — | $1,001 – $15,000 | 8219783 AUGN TECHNOLOGY, INC CMN * |
May 4, 2023 Spouse | Jun 12, 2023 | — EQUINX, INC REIT | Sell | — | — | $1,001 – $15,000 | 8219783 EQUINX, INC REIT |
May 4, 2023 Spouse | Jun 12, 2023 | — META PLATFORMS INC-CLASS A OMN CLASS A | Sell | — | — | $1,001 – $15,000 | 8219783 META PLATFORMS INC-CLASS A OMN CLASS A |
May 3, 2023 Dependent | Jun 12, 2023 | — CMGROUP INC. LINKED TO S&P 500 INDEX | Buy | — | — | $50,001 – $100,000 | 8219783 CMGROUP INC. LINKED TO S&P 500 INDEX |
May 3, 2023 Dependent | Jun 12, 2023 | — MORGAN STANLEY FINANCE LLC LINKED TO S&P SO0 INDEX | Buy | — | — | $15,001 – $50,000 | 8219783 MORGAN STANLEY FINANCE LLC LINKED TO S&P SO0 INDEX |
May 3, 2023 Spouse | Jun 12, 2023 | — CITIGROUP INC. UNKED TO S&P 500 INDEX K | Buy | — | — | $50,001 – $100,000 | 8219783 CITIGROUP INC. UNKED TO S&P 500 INDEX K |
May 3, 2023 Dependent | May 8, 2023 | HCA HCA Healthcare, Inc. | Sell | 28.76estimated | $278.21 | $1,001 – $15,000 | 8219521 HCA HEALTHCARE, INC CMN |
May 3, 2023 Dependent | May 8, 2023 | DIS Walt Disney Company (The) | Sell | 79.32estimated | $100.86 | $1,001 – $15,000 | 8219521 WALT DISNEY COMPANY (THE) CMN |
May 3, 2023 Dependent | May 8, 2023 | — CHARTER COMMUNICATIONS, INC. CMI | Sell | — | — | $1,001 – $15,000 | 8219521 CHARTER COMMUNICATIONS, INC. CMI |
May 3, 2023 Dependent | May 8, 2023 | TFC Truist Financial Corporation | Sell | 172.67estimated | $28.13 | $1,001 – $15,000 | 8219521 TRUIST FINANCIAL CORPORATION CMN |
May 2, 2023 Dependent | Jul 11, 2023 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 172.57estimated | $46.36 | $1,001 – $15,000 | 8219826 CISCO SYSTEMS, INC. CMN |
May 2, 2023 Dependent | Jun 12, 2023 | — CANADIAN IMPERIAL BANK OF COMM LINKED TO BASKET OF INDIC | Buy | — | — | $15,001 – $50,000 | 8219783 CANADIAN IMPERIAL BANK OF COMM LINKED TO BASKET OF INDIC |
May 2, 2023 Spouse | Jun 12, 2023 | — CANADIAN IMPERIAL BANK OF COMM LINKED TO BASKET OF INDICES | Buy | — | — | $15,001 – $50,000 | 8219783 CANADIAN IMPERIAL BANK OF COMM LINKED TO BASKET OF INDICES |
May 1, 2023 Dependent | Jun 12, 2023 | WY Weyerhaeuser Company | Sell | 268.92estimated | $29.75 | $1,001 – $15,000 | 8219783 WEYERHAEUSER COMPANY CMN |
May 1, 2023 Spouse | Jun 12, 2023 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219783 AVANTOR FUNDING, INC. CMN |
Apr 29, 2023 Spouse | May 8, 2023 | — CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P SO0 INDEX | Buy | — | — | $15,001 – $50,000 | 8219521 CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P SO0 INDEX |
Apr 29, 2023 Dependent | May 8, 2023 | ADP Automatic Data Processing, Inc. | Sell | 36.37estimated | $220.00 | $1,001 – $15,000 | 8219521 AUTOMATIC DATA PROCESSING INC CMN |
Apr 28, 2023 Dependent | May 8, 2023 | — AKALTA COATING SYSTEMS LTD. CMN | Sell | — | — | $1,001 – $15,000 | 8219521 AKALTA COATING SYSTEMS LTD. CMN |
Apr 28, 2023 Spouse | May 8, 2023 | WY Weyerhaeuser Company | Sell | 267.49estimated | $29.91 | $1,001 – $15,000 | 8219521 IWEYERHAEUSER COMPANY CMN |
Apr 28, 2023 Dependent | May 8, 2023 | — BNP PARIBAS LINKED TO SBP 500 INDEX | Buy | — | — | $15,001 – $50,000 | 8219521 BNP PARIBAS LINKED TO SBP 500 INDEX |
Apr 27, 2023 Dependent | May 8, 2023 | — Put (SPX) New S&P 500 JUN 21 24 | Buy | — | — | $15,001 – $50,000 | 8219521 Put (SPX) New S&P 500 JUN 21 24 |
Apr 27, 2023 Dependent | May 8, 2023 | — Call (SPX) New S&P 500 JUN 21 24 1$4600 | Buy | — | — | $1,001 – $15,000 | 8219521 Call (SPX) New S&P 500 JUN 21 24 1$4600 |
Apr 27, 2023 Dependent | May 8, 2023 | — Call (SPX) New S&P 500 JUN 21 24 | Buy | — | — | $15,001 – $50,000 | 8219521 Call (SPX) New S&P 500 JUN 21 24 |
Apr 27, 2023 Dependent | May 8, 2023 | — isasno Put (SPX) New SEP 50D JUN 21 24 | Buy | — | — | $15,001 – $50,000 | 8219521 isasno Put (SPX) New SEP 50D JUN 21 24 |
Apr 27, 2023 Dependent | May 8, 2023 | — Put (SPX) New 58P 500 JUN 21 24 | Buy | — | — | $15,001 – $50,000 | 8219521 Put (SPX) New 58P 500 JUN 21 24 |
Apr 27, 2023 Dependent | May 8, 2023 | — Call (SPX) New S&P 500 JUN 21 24 | Buy | — | — | $15,001 – $50,000 | 8219521 Call (SPX) New S&P 500 JUN 21 24 |
Apr 27, 2023 Dependent | May 8, 2023 | — Put (SPX) New S&P 500 JUN 21 24 | Buy | — | — | $50,001 – $100,000 | 8219521 Put (SPX) New S&P 500 JUN 21 24 |
Apr 27, 2023 Dependent | May 8, 2023 | — Put (SPX) New S&P S00 JUN 21 24 | Buy | — | — | $15,001 – $50,000 | 8219521 Put (SPX) New S&P S00 JUN 21 24 |
Apr 27, 2023 Dependent | May 8, 2023 | — Call (SPX| New S&P 500 JUN 21 24 | Buy | — | — | $15,001 – $50,000 | 8219521 Call (SPX| New S&P 500 JUN 21 24 |
Apr 27, 2023 Spouse | May 8, 2023 | — Put (SPX) New S&P 500 3UN 21 24 | Buy | — | — | $50,001 – $100,000 | 8219521 Put (SPX) New S&P 500 3UN 21 24 |
Apr 27, 2023 Member | May 8, 2023 | — P $3200 Put (SPX) New 5&P 500 JUN 21 24 | Buy | — | — | $15,001 – $50,000 | 8219521 P $3200 Put (SPX) New 5&P 500 JUN 21 24 |
Apr 27, 2023 Spouse | May 8, 2023 | — Call (SPX) New S&P 500 JUN 21 24 $4700 | Buy | — | — | $15,001 – $50,000 | 8219521 Call (SPX) New S&P 500 JUN 21 24 $4700 |
Apr 27, 2023 Member | May 8, 2023 | — P $4600 Call (SPX) New 5&P 500 JUN 21 24 | Buy | — | — | $15,001 – $50,000 | 8219521 P $4600 Call (SPX) New 5&P 500 JUN 21 24 |
Apr 27, 2023 Dependent | May 8, 2023 | — ROYAL BANK OF CANADA LINKED TO BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8219521 ROYAL BANK OF CANADA LINKED TO BASKET OF INDICES |
Apr 25, 2023 Spouse | May 8, 2023 | — CAPPED BUFFEREO ENHANCED PARTICIPATION UNKED TO S&P 500 INDEX | Buy | — | — | $15,001 – $50,000 | 8219521 CAPPED BUFFEREO ENHANCED PARTICIPATION UNKED TO S&P 500 INDEX |
Apr 25, 2023 Dependent | May 8, 2023 | — WALGREENS BOOTS ALLIANCE, INC. CMN | Sell | — | — | $1,001 – $15,000 | 8219521 WALGREENS BOOTS ALLIANCE, INC. CMN |
Apr 25, 2023 Dependent | May 8, 2023 | TPR Tapestry, Inc. | Receive | 198.38estimated | $40.33 | $1,001 – $15,000 | 8219521 TAPESTRY, INC CMN |
Apr 25, 2023 Dependent | May 8, 2023 | — TYSON FOODS INC CL-A CMM CLASSA | Sell | — | — | $1,001 – $15,000 | 8219521 TYSON FOODS INC CL-A CMM CLASSA |
Apr 25, 2023 Dependent | May 8, 2023 | AMD Advanced Micro Devices, Inc. | Sell | 95.47estimated | $83.80 | $1,001 – $15,000 | 8219521 ADVANCED MICRO DEVICES, INC. CMN |
Apr 25, 2023 Member | May 8, 2023 | JNJ Johnson & Johnson | Sell | 0estimated | $165.18 | $1,001 – $15,000 | 8219521 JOHNSON & JOHNSON CMN |
Apr 25, 2023 Dependent | May 8, 2023 | — IDYAL CAMBBEAN GROUP ISIN: LR0008062868 | Buy | — | — | $1,001 – $15,000 | 8219521 IDYAL CAMBBEAN GROUP ISIN: LR0008062868 |
Apr 25, 2023 Dependent | May 8, 2023 | — ZIDNS BANCORP CUN | Buy | — | — | $1,001 – $15,000 | 8219521 ZIDNS BANCORP CUN |
Apr 25, 2023 Dependent | May 8, 2023 | — WARNER BROS DISCOVERY INC CMIN | Buy | — | — | $1,001 – $15,000 | 8219521 WARNER BROS DISCOVERY INC CMIN |
Apr 25, 2023 Member | May 8, 2023 | — OC NORWEGIAN CRUISE LINE HLOG LTD CMN | Buy | — | — | $1,001 – $15,000 | 8219521 OC NORWEGIAN CRUISE LINE HLOG LTD CMN |
Apr 25, 2023 Dependent | May 8, 2023 | ALGN Align Technology, Inc. | Buy | 22.76estimated | $351.52 | $1,001 – $15,000 | 8219521 ALIGN TECHNOLOGY, INC CMN |
Apr 25, 2023 Dependent | May 8, 2023 | MRNA Moderna, Inc. | Buy | 59.31estimated | $134.90 | $1,001 – $15,000 | 8219521 MODERNA, INC. CMN |
Apr 24, 2023 Spouse | May 8, 2023 | — LING GROEP N.V. SPONS ADR SPONSORED ADR OMN | Sell | — | — | $1,001 – $15,000 | 8219521 LING GROEP N.V. SPONS ADR SPONSORED ADR OMN |
Apr 23, 2023 Spouse | May 8, 2023 | — CANADIAN IMPERIAL BANK OF COMM LINKED TO SEP 5D0 INDEX | Buy | — | — | $15,001 – $50,000 | 8219521 CANADIAN IMPERIAL BANK OF COMM LINKED TO SEP 5D0 INDEX |
Apr 21, 2023 Dependent | May 8, 2023 | — TORONTO DOMINION BANK LINKED TO BASKET OF INDICES | Buy | — | — | $1,001 – $15,000 | 8219521 TORONTO DOMINION BANK LINKED TO BASKET OF INDICES |
Apr 20, 2023 Spouse | May 8, 2023 | — (CERIDIAN HOM HOLDING INC. CMN | Sell | — | — | $1,001 – $15,000 | 8219521 (CERIDIAN HOM HOLDING INC. CMN |
Apr 20, 2023 Spouse | May 8, 2023 | FMC FMC Corporation | Sell | 0estimated | $123.11 | $1,001 – $15,000 | 8219521 FMC CORPORATION CMN |
Apr 20, 2023 Spouse | May 8, 2023 | — MICROCHIP TECHNOLOGY INCORPORA CMN | Sell | — | — | $1,001 – $15,000 | 8219521 MICROCHIP TECHNOLOGY INCORPORA CMN |
Apr 20, 2023 Spouse | May 8, 2023 | — ROBEAT HALF INTERMATIONAL INC. CAM | Sell | — | — | $50,001 – $100,000 | 8219521 ROBEAT HALF INTERMATIONAL INC. CAM |
Apr 20, 2023 Spouse | May 8, 2023 | — SALESFORCE INC CMIN | Sell | — | — | $1,001 – $15,000 | 8219521 SALESFORCE INC CMIN |
Apr 20, 2023 Spouse | May 8, 2023 | — INFINERA CORPORATION CMN | Sell | — | — | $1,001 – $15,000 | 8219521 INFINERA CORPORATION CMN |
Apr 20, 2023 Member | May 8, 2023 | — WALGREENS BOOTS ALLANCE, INCOMN | Sell | — | — | $1,001 – $15,000 | 8219521 WALGREENS BOOTS ALLANCE, INCOMN |
Apr 20, 2023 Spouse | May 8, 2023 | — DISCOVER FINANCIALS TVICES OMN | Sell | — | — | $1,001 – $15,000 | 8219521 DISCOVER FINANCIALS TVICES OMN |
Apr 20, 2023 Spouse | May 8, 2023 | — CATERPILLAR INC (DELAWARE) CMIN | Sell | — | — | $1,001 – $15,000 | 8219521 CATERPILLAR INC (DELAWARE) CMIN |
Apr 20, 2023 Spouse | May 8, 2023 | — CORNING INCORPORATED CMM | Sell | — | — | $1,001 – $15,000 | 8219521 CORNING INCORPORATED CMM |
Apr 17, 2023 Spouse | May 8, 2023 | BDX Becton, Dickinson and Company | Sell | 39.01estimated | $205.11 | $1,001 – $15,000 | 8219521 BECTON, DICKINSON AND COMPANY CMN |
Apr 17, 2023 Spouse | May 8, 2023 | CI The Cigna Group | Sell | 0estimated | $258.67 | $1,001 – $15,000 | 8219521 CIGNA GROUP/THE CMN |
Apr 17, 2023 Spouse | May 8, 2023 | HRL Hormel Foods Corporation | Buy | 200.92estimated | $39.82 | $1,001 – $15,000 | 8219521 HORMEL FOODS CORPORATION CMN |
Apr 17, 2023 Spouse | May 8, 2023 | — LAMAZON.COM ING CHAN K | Buy | — | — | $1,001 – $15,000 | 8219521 LAMAZON.COM ING CHAN K |
Apr 17, 2023 Spouse | May 8, 2023 | — THE BANK OF NOVA SCOTA LINKED TO 5&P 500 INDEX | Buy | — | — | $15,001 – $50,000 | 8219521 THE BANK OF NOVA SCOTA LINKED TO 5&P 500 INDEX |
Apr 13, 2023 Spouse | May 8, 2023 | AXTA Axalta Coating Systems Ltd. Common Shares | Sell | 254.39estimated | $31.45 | $1,001 – $15,000 | 8219521 AXALTA COATING SYSTEMS LTD. CMN |
Apr 12, 2023 Spouse | May 8, 2023 | — HCAHEALTHCARE, INC CMN | Sell | — | — | $1,001 – $15,000 | 8219521 HCAHEALTHCARE, INC CMN |
Apr 10, 2023 Spouse | May 8, 2023 | — MACYS INC. CIN | Receive | — | — | $1,001 – $15,000 | 8219521 MACYS INC. CIN |
Apr 10, 2023 Spouse | May 8, 2023 | — FREEFORT-MOMORAN INC CMN | Sell | — | — | $1,001 – $15,000 | 8219521 FREEFORT-MOMORAN INC CMN |
Apr 10, 2023 Spouse | May 8, 2023 | ABT Abbott Laboratories | Sell | 77.15estimated | $103.70 | $1,001 – $15,000 | 8219521 ABBOTT LABORATORIES CMN |
Apr 10, 2023 Spouse | May 8, 2023 | — ILLUMINA, INC CHIN | Sell | — | — | $1,001 – $15,000 | 8219521 ILLUMINA, INC CHIN |
Apr 10, 2023 Spouse | May 8, 2023 | — INVATATION HOMES INC. CHAN | Sell | — | — | $1,001 – $15,000 | 8219521 INVATATION HOMES INC. CHAN |
Apr 10, 2023 Spouse | May 8, 2023 | — META PLATFORMS INC-CLASS A CMIM CLASS A | Sell | — | — | $1,001 – $15,000 | 8219521 META PLATFORMS INC-CLASS A CMIM CLASS A |
Apr 10, 2023 Spouse | May 8, 2023 | — DUPONT DE MEMOURS INC CMN | Sell | — | — | $1,001 – $15,000 | 8219521 DUPONT DE MEMOURS INC CMN |
Apr 10, 2023 Member | May 8, 2023 | — SE CITIGROUP INC. OMN | Sell | — | — | $1,001 – $15,000 | 8219521 SE CITIGROUP INC. OMN |
Apr 10, 2023 Spouse | May 8, 2023 | DIS Walt Disney Company (The) | Sell | 79.36estimated | $100.81 | $1,001 – $15,000 | 8219521 WALT DISNEY COMPANY (THE) CMN |
Apr 10, 2023 Spouse | May 8, 2023 | — INTL QUSINESS MACHINES CORP CMN | Receive | — | — | $1,001 – $15,000 | 8219521 INTL QUSINESS MACHINES CORP CMN |
Apr 10, 2023 Spouse | May 8, 2023 | — ELANCO ANIMAL HEALTH INCORPORA OMN | Sell | — | — | $1,001 – $15,000 | 8219521 ELANCO ANIMAL HEALTH INCORPORA OMN |
Apr 10, 2023 Spouse | May 8, 2023 | — CARTERS, INC. CUN | Sell | — | — | $1,001 – $15,000 | 8219521 CARTERS, INC. CUN |
Apr 10, 2023 Spouse | May 8, 2023 | GOOGL Alphabet Inc. Class A | Sell | 75.16estimated | $106.44 | $1,001 – $15,000 | 8219521 ALPHABET INC CMN |
Apr 10, 2023 Spouse | May 8, 2023 | — STANLEY BLACK & DECKER, INC. CHAN | Buy | — | — | $1,001 – $15,000 | 8219521 STANLEY BLACK & DECKER, INC. CHAN |
Apr 6, 2023 Dependent | May 8, 2023 | — APTIV PLÇ CMN | Buy | — | — | $1,001 – $15,000 | 8219521 APTIV PLÇ CMN |
Apr 5, 2023 Dependent | May 8, 2023 | PG Procter & Gamble Company (The) | Sell | 52.89estimated | $151.26 | $1,001 – $15,000 | 8219521 PROCTER & GAMBLE COMPANY (THE) CMN |
Apr 5, 2023 Spouse | May 8, 2023 | — AVANTOR FUNDING, INC CMN | Buy | — | — | $1,001 – $15,000 | 8219521 AVANTOR FUNDING, INC CMN |
Apr 5, 2023 Dependent | May 8, 2023 | — UNITEDHEALTH GP INC | Buy | — | — | $1,001 – $15,000 | 8219521 UNITEDHEALTH GP INC |
Apr 3, 2023 Spouse | May 8, 2023 | — AVANTOR FUNDING, INC, CMN | Buy | — | — | $1,001 – $15,000 | 8219521 AVANTOR FUNDING, INC, CMN |
Apr 3, 2023 Member | Apr 7, 2023 | — SPLICOGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A * | Buy | — | — | $1,001 – $15,000 | 8219444 SPLICOGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A * |
Apr 3, 2023 Member | Apr 7, 2023 | — MET BANK CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219444 MET BANK CORPORATION CMN |
Apr 3, 2023 Spouse | Apr 7, 2023 | PEP PepsiCo, Inc. | Buy | 43.84estimated | $182.50 | $1,001 – $15,000 | 8219444 PEPSICO, INC. CMN |
Apr 3, 2023 Dependent | Apr 7, 2023 | WY Weyerhaeuser Company | Buy | 266.68estimated | $30.00 | $1,001 – $15,000 | 8219444 WEYERHAEUSER COMPANY CMN |
Apr 3, 2023 Member | Apr 7, 2023 | ALL Allstate Corporation (The) | Buy | 70.03estimated | $114.25 | $1,001 – $15,000 | 8219444 P ALLSTATE CORPORATION COMMON STOCK |
Mar 30, 2023 Member | Apr 7, 2023 | — P_ CARTER'S, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219444 P_ CARTER'S, INC. CMN |
Mar 30, 2023 Member | Apr 7, 2023 | — CADENCE DESIGN SYSTEM | Buy | — | — | $1,001 – $15,000 | 8219444 CADENCE DESIGN SYSTEM |
Mar 30, 2023 Dependent | Apr 7, 2023 | FTV Fortive Corporation Common Stock | Buy | 163.43estimated | $48.95 | $1,001 – $15,000 | 8219444 FORTIVE CORP |
Mar 29, 2023 Dependent | Apr 7, 2023 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219444 CROWN CASTLE INTL CORP CMN |
Mar 29, 2023 Dependent | Apr 7, 2023 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 28.58estimated | $279.94 | $1,001 – $15,000 | 8219444 ACCENTURE PLC CMN |
Mar 29, 2023 Spouse | Apr 7, 2023 | DD DuPont de Nemours, Inc. | Buy | 91.25estimated | $87.68 | $1,001 – $15,000 | 8219444 DUPONT DE NEMOURS INC CMN |
Mar 28, 2023 Spouse | Apr 10, 2025 | TGT Target Corporation | Buy | 50.08estimated | $159.77 | $1,001 – $15,000 | 8220827 TARGET CORPORATION CMN |
Mar 27, 2023 Member | Apr 7, 2023 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219444 AVANTOR FUNDING, INC. CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | — I DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219444 I DANAHER CORPORATION CMN |
Mar 24, 2023 Member | Apr 7, 2023 | CZR Caesars Entertainment, Inc. | Buy | 188.69estimated | $42.40 | $1,001 – $15,000 | 8219444 CAESARS ENTERTAINMENT INC CMN |
Mar 24, 2023 Member | Apr 7, 2023 | — DELL TECHNOLOGIES INC. OMN | Buy | — | — | $1,001 – $15,000 | 8219444 DELL TECHNOLOGIES INC. OMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | PLUG Plug Power, Inc. | Buy | 712.42estimated | $11.23 | $1,001 – $15,000 | 8219444 PLUG POWER INC. CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | WMT Walmart Inc. | Buy | 169.26estimated | $47.27 | $1,001 – $15,000 | 8219444 WALMART INC CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | — PAYPAL HOLDHNES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219444 PAYPAL HOLDHNES, INC. CMN |
Mar 24, 2023 Member | Apr 7, 2023 | — DAVITA INC OMN | Buy | — | — | $1,001 – $15,000 | 8219444 DAVITA INC OMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | — AMERISOURCEBERGEN CORPORATION CMN * | Buy | — | — | $1,001 – $15,000 | 8219444 AMERISOURCEBERGEN CORPORATION CMN * |
Mar 24, 2023 Member | Apr 7, 2023 | — ¡HEWLETT PACKARD ENTERPRISE CO CMNI | Buy | — | — | $1,001 – $15,000 | 8219444 ¡HEWLETT PACKARD ENTERPRISE CO CMNI |
Mar 24, 2023 Member | Apr 7, 2023 | — DS. LAVERY DENNISON CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219444 DS. LAVERY DENNISON CORPORATION CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | KEYS Keysight Technologies Inc. | Buy | 51.06estimated | $156.70 | $1,001 – $15,000 | 8219444 KEYSIGHT TECHNOLOGIES, INC CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | ALB Albemarle Corporation | Receive | 36.73estimated | $217.79 | $1,001 – $15,000 | 8219444 ALBEMARLE CORP CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | EQH Equitable Holdings, Inc. | Buy | 339.29estimated | $23.58 | $1,001 – $15,000 | 8219444 EQUITABLE HOLDINGS INC CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | PAYX Paychex, Inc. | Buy | 73.51estimated | $108.84 | $1,001 – $15,000 | 8219444 (PAYCHEX, INC. CMN |
Mar 24, 2023 Member | Apr 7, 2023 | — VERIZON COMMUNICATIONS, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8219444 VERIZON COMMUNICATIONS, INC. OMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | GM General Motors Company | Buy | 237.33estimated | $33.71 | $1,001 – $15,000 | 8219444 GENERAL MOTORS COMPANY CMN |
Mar 24, 2023 Member | Apr 7, 2023 | — ERISTOL-MYERS SQUIBB COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219444 ERISTOL-MYERS SQUIBB COMPANY CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | MET MetLife, Inc. | Buy | 147.2estimated | $54.35 | $1,001 – $15,000 | 8219444 METLIFE. INC. CMN |
Mar 24, 2023 Member | Apr 7, 2023 | — DOINT BUSINESS MACHINES CORP CAN | Buy | — | — | $15,001 – $50,000 | 8219444 DOINT BUSINESS MACHINES CORP CAN |
Mar 24, 2023 Member | Apr 7, 2023 | BAC Bank of America Corporation | Buy | 1,197.51estimated | $27.14 | $15,001 – $50,000 | 8219444 BANK OF AMERICA CORP CMN |
Mar 24, 2023 Member | Apr 7, 2023 | — DELABORATORY CORPORATION OF AMER OMN | Buy | — | — | $1,001 – $15,000 | 8219444 DELABORATORY CORPORATION OF AMER OMN |
Mar 24, 2023 Member | Apr 7, 2023 | SBAC SBA Communications Corporation Class A | Buy | 31.2estimated | $256.41 | $1,001 – $15,000 | 8219444 SBA COMMUNICATIONS CORPORATION CMN |
Mar 24, 2023 Member | Apr 7, 2023 | — DCCOGNIZANT TECHNOLOGY SOLUTIONS COAP CLASS A | Buy | — | — | $1,001 – $15,000 | 8219444 DCCOGNIZANT TECHNOLOGY SOLUTIONS COAP CLASS A |
Mar 24, 2023 Dependent | Apr 7, 2023 | SYY Sysco Corporation | Buy | 107.19estimated | $74.64 | $1,001 – $15,000 | 8219444 SYSCO CORPORATION CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | CE Celanese Corporation | Buy | 78.76estimated | $101.58 | $1,001 – $15,000 | 8219444 CELANESE CORPORATION COMMON STOCK |
Mar 24, 2023 Member | Apr 7, 2023 | — WASTE MANAGEMENT INC CMIM | Buy | — | — | $1,001 – $15,000 | 8219444 WASTE MANAGEMENT INC CMIM |
Mar 24, 2023 Member | Apr 7, 2023 | ALL Allstate Corporation (The) | Buy | 75.77estimated | $105.59 | $1,001 – $15,000 | 8219444 ALLSTATE CORPORATION COMMON STOCK |
Mar 24, 2023 Member | Apr 7, 2023 | — DEFASTENAL COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219444 DEFASTENAL COMPANY CMN |
Mar 24, 2023 Member | Apr 7, 2023 | WDC Western Digital Corporation | Buy | 296.32estimated | $27.00 | $1,001 – $15,000 | 8219444 WESTERN DIGITAL CORPORATION CMN |
Mar 24, 2023 Member | Apr 7, 2023 | — D_EAST WEST BANCORP INC CMIN | Buy | — | — | $1,001 – $15,000 | 8219444 D_EAST WEST BANCORP INC CMIN |
Mar 24, 2023 Member | Apr 7, 2023 | — DO TRAMSUNION CMN | Buy | — | — | $1,001 – $15,000 | 8219444 DO TRAMSUNION CMN |
Mar 24, 2023 Member | Apr 7, 2023 | — COME GROUP INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219444 COME GROUP INC. CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | NTAP NetApp, Inc. | Buy | 131.03estimated | $61.06 | $1,001 – $15,000 | 8219444 INETAPP, INC. CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | DOW Dow Inc. Common Stock | Buy | 154.51estimated | $51.78 | $1,001 – $15,000 | 8219444 IDOW INC CMN |
Mar 24, 2023 Member | Apr 7, 2023 | — BROWN FORMAN CORE CLE CMN | Buy | — | — | $1,001 – $15,000 | 8219444 BROWN FORMAN CORE CLE CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | — MARSH & MCLENNAN COINC OMN | Buy | — | — | $1,001 – $15,000 | 8219444 MARSH & MCLENNAN COINC OMN |
Mar 24, 2023 Member | Apr 7, 2023 | — COMCAST CORPORATION OMN CLASS A VOTING | Receive | — | — | $1,001 – $15,000 | 8219444 COMCAST CORPORATION OMN CLASS A VOTING |
Mar 24, 2023 Member | Apr 7, 2023 | EMR Emerson Electric Company | Buy | 96.52estimated | $82.89 | $1,001 – $15,000 | 8219444 , EMERSON ELECTRIC CO. CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | ARE Alexandria Real Estate Equities, Inc. | Buy | 66.75estimated | $119.86 | $1,001 – $15,000 | 8219444 ALEXANDRIA REAL ESTATE EQUITIES, INC |
Mar 24, 2023 Dependent | Apr 7, 2023 | — PUBLIC STORAGE CAN | Buy | — | — | $1,001 – $15,000 | 8219444 PUBLIC STORAGE CAN |
Mar 24, 2023 Dependent | Apr 7, 2023 | — KELLOGG COMPANY CMN K | Buy | — | — | $1,001 – $15,000 | 8219444 KELLOGG COMPANY CMN K |
Mar 24, 2023 Dependent | Apr 7, 2023 | META Meta Platforms, Inc. Class A | Buy | 38.84estimated | $206.01 | $1,001 – $15,000 | 8219444 META PLATFORMS INC-CLASS A CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | — AVALONBAY COMMUNTESINC EMN | Buy | — | — | $1,001 – $15,000 | 8219444 AVALONBAY COMMUNTESINC EMN |
Mar 24, 2023 Member | Apr 7, 2023 | — LEQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8219444 LEQUITY RESIDENTIAL CMN |
Mar 24, 2023 Member | Apr 7, 2023 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8219444 EQUINIX, INC. REIT |
Mar 24, 2023 Member | Apr 7, 2023 | — US. BANCORP CMIN | Buy | — | — | $1,001 – $15,000 | 8219444 US. BANCORP CMIN |
Mar 24, 2023 Member | Apr 7, 2023 | CNC Centene Corporation | Buy | 124.91estimated | $64.05 | $1,001 – $15,000 | 8219444 C CENTENE CORPORATION CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | TSLA Tesla, Inc. | Buy | 42.02estimated | $190.41 | $1,001 – $15,000 | 8219444 TESLA, INC. CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | ELV Elevance Health, Inc. | Buy | 17.52estimated | $456.69 | $1,001 – $15,000 | 8219444 ELEVANCE HEALTH INC CMN |
Mar 24, 2023 Dependent | Apr 7, 2023 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 76.34estimated | $104.80 | $1,001 – $15,000 | 8219444 MERCK & CO., INC. CMN |
Mar 24, 2023 Member | Apr 7, 2023 | AMZN Amazon.com, Inc. | Buy | 81.53estimated | $98.13 | $1,001 – $15,000 | 8219444 AMAZON.COM INC CMN |
Mar 24, 2023 Member | Apr 7, 2023 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8219444 OC_ BERKSHIRE HATHAWAY INC. CLASS B .. 4 |
Mar 24, 2023 Dependent | Apr 7, 2023 | MSFT Microsoft Corporation | Buy | 28.52estimated | $280.57 | $1,001 – $15,000 | 8219444 MICROSOFT CORPORATION CMN |
Mar 24, 2023 Member | Apr 7, 2023 | INCY Incyte Corp. | Buy | 113.92estimated | $70.23 | $1,001 – $15,000 | 8219444 INCYTE CORPORATION CMN |
Mar 24, 2023 Spouse | Apr 7, 2023 | ETSY Etsy, Inc. | Buy | 74.88estimated | $106.85 | $1,001 – $15,000 | 8219444 ETSY, INC. CMN |
Mar 24, 2023 Spouse | Apr 7, 2023 | — CHARLES SCHWAR CORPORAȚION IMN | Buy | — | — | $1,001 – $15,000 | 8219444 CHARLES SCHWAR CORPORAȚION IMN |
Mar 24, 2023 Member | Apr 7, 2023 | — SPCME GROUP INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219444 SPCME GROUP INC. CMN |
Mar 23, 2023 Member | Apr 7, 2023 | — REGAL REXNORD CORP CAN | Buy | — | — | $1,001 – $15,000 | 8219444 REGAL REXNORD CORP CAN |
Mar 22, 2023 Dependent | Apr 7, 2023 | — BLOCK INC CL A | Buy | — | — | $1,001 – $15,000 | 8219444 BLOCK INC CL A |
Mar 22, 2023 Dependent | Apr 7, 2023 | IT Gartner, Inc. | Buy | 25.63estimated | $312.10 | $1,001 – $15,000 | 8219444 GARTNER INC |
Mar 20, 2023 Dependent | Apr 7, 2023 | CCK Crown Holdings, Inc. | Buy | 103.05estimated | $77.64 | $1,001 – $15,000 | 8219444 CROWN HOLDINGS INC CMN |
Mar 16, 2023 Member | Apr 7, 2023 | GOOGL Alphabet Inc. Class A | Buy | 79.75estimated | $100.32 | $1,001 – $15,000 | 8219444 ALPHABET INC. CMN |
Mar 16, 2023 Dependent | Apr 7, 2023 | MSFT Microsoft Corporation | Buy | 28.97estimated | $276.20 | $1,001 – $15,000 | 8219444 MICROSOFT CORPORATION CMN |
Mar 16, 2023 Dependent | Apr 7, 2023 | GOOGL Alphabet Inc. Class A | Buy | 79.75estimated | $100.32 | $1,001 – $15,000 | 8219444 ALPHABET INC, CMN |
Mar 15, 2023 Member | Apr 7, 2023 | PEP PepsiCo, Inc. | Buy | 45.3estimated | $176.63 | $1,001 – $15,000 | 8219444 PEPSICO, INC. CMN * |
Mar 15, 2023 Dependent | Apr 7, 2023 | — FIRST REPUBUC BANK CMN | Buy | — | — | $1,001 – $15,000 | 8219444 FIRST REPUBUC BANK CMN |
Mar 15, 2023 Dependent | Apr 7, 2023 | PEP PepsiCo, Inc. | Buy | 45.3estimated | $176.63 | $1,001 – $15,000 | 8219444 PEPSICO, INC. CMN |
Mar 14, 2023 Member | Apr 7, 2023 | FDX FedEx Corporation | Buy | 51.22estimated | $156.20 | $1,001 – $15,000 | 8219444 FEDEX CORPORATION CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | C Citigroup, Inc. | Buy | 168.79estimated | $47.40 | $1,001 – $15,000 | 8219444 CITIGROUP INC. CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | CRM Salesforce, Inc. | Buy | 43.74estimated | $182.89 | $1,001 – $15,000 | 8219444 SALESFORCE INC CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — CAPITALONE FINANCIAL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219444 CAPITALONE FINANCIAL CORP CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — KINCO REALTY CORPORATION CMN K | Buy | — | — | $1,001 – $15,000 | 8219444 KINCO REALTY CORPORATION CMN K |
Mar 14, 2023 Member | Apr 7, 2023 | — MCKESSON CORFORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219444 MCKESSON CORFORATION CMN |
Mar 14, 2023 Member | Apr 7, 2023 | GPN Global Payments Inc. | Buy | 79.06estimated | $101.20 | $1,001 – $15,000 | 8219444 P GLOBAL PAYMENTS INC. CMN |
Mar 14, 2023 Member | Apr 7, 2023 | ADP Automatic Data Processing, Inc. | Buy | 37.46estimated | $213.59 | $1,001 – $15,000 | 8219444 AUTOMATIC DATA PROCESSING INC CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | INTC Intel Corporation | Buy | 285.63estimated | $28.01 | $1,001 – $15,000 | 8219444 LINTEL CORPORATION CMN |
Mar 14, 2023 Member | Apr 7, 2023 | PLD Prologis, Inc. | Buy | 66.77estimated | $119.83 | $1,001 – $15,000 | 8219444 PROLOGIS INC CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — ECOLABINC. CMN | Buy | — | — | $1,001 – $15,000 | 8219444 ECOLABINC. CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219444 AVANTOR FUNDING, INC. CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | GOOGL Alphabet Inc. Class A | Buy | 85.14estimated | $93.97 | $1,001 – $15,000 | 8219444 ALPHABET INC. CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — UNITEDHEALTH GROUP INCORPORATE CMN | Buy | — | — | $1,001 – $15,000 | 8219444 UNITEDHEALTH GROUP INCORPORATE CMN |
Mar 14, 2023 Member | Apr 7, 2023 | RITM Rithm Capital Corp. | Buy | 961.6estimated | $8.32 | $1,001 – $15,000 | 8219444 RITHM CAPITAL CORP CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — CAPRI HOLDINGS UMITED CMN | Buy | — | — | $1,001 – $15,000 | 8219444 CAPRI HOLDINGS UMITED CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — P PERKINELMER, INC CMN | Buy | — | — | $1,001 – $15,000 | 8219444 P PERKINELMER, INC CMN |
Mar 14, 2023 Member | Apr 7, 2023 | DOCU DocuSign, Inc. | Buy | 144.18estimated | $55.49 | $1,001 – $15,000 | 8219444 P. DOCUSIGN, INC. CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — SPIISBA COMMUNICATIONS COAPORATION CMN _X | Buy | — | — | $1,001 – $15,000 | 8219444 SPIISBA COMMUNICATIONS COAPORATION CMN _X |
Mar 14, 2023 Spouse | Apr 7, 2023 | — ESTEE LAUDER COS INC CL-A CMN | Buy | — | — | $1,001 – $15,000 | 8219444 ESTEE LAUDER COS INC CL-A CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — AMEDIŞYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219444 AMEDIŞYS, INC. CMN |
Mar 14, 2023 Member | Apr 7, 2023 | KHC The Kraft Heinz Company | Buy | 209.77estimated | $38.14 | $1,001 – $15,000 | 8219444 THE KRAFT HEINZ CO CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — MORMEL FOODS CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219444 MORMEL FOODS CORPORATION CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — ALEXANDRIA REAL ESTATE EQUIȚIES, ING | Buy | — | — | $1,001 – $15,000 | 8219444 ALEXANDRIA REAL ESTATE EQUIȚIES, ING |
Mar 14, 2023 Member | Apr 7, 2023 | — LABORATORY CORPORATION OF AMER CMN | Buy | — | — | $1,001 – $15,000 | 8219444 LABORATORY CORPORATION OF AMER CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — VERTEX PHARMACEUTICALS INCOAPO CMN | Buy | — | — | $1,001 – $15,000 | 8219444 VERTEX PHARMACEUTICALS INCOAPO CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — DOWING CAN | Buy | — | — | $1,001 – $15,000 | 8219444 DOWING CAN |
Mar 14, 2023 Member | Apr 7, 2023 | MOH Molina Healthcare Inc | Buy | 30.64estimated | $261.14 | $1,001 – $15,000 | 8219444 MOLINA HEALTHCARE, INC. CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — FIDELITY MATLINFO SCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219444 FIDELITY MATLINFO SCS INC CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | DOC Healthpeak Properties, Inc. | Buy | 371.08estimated | $21.56 | $1,001 – $15,000 | 8219444 HEALTHPEAK PROPERTIES INC CMN |
Mar 14, 2023 Member | Apr 7, 2023 | DELL Dell Technologies Inc. Class C Common Stock | Buy | 213.06estimated | $37.55 | $1,001 – $15,000 | 8219444 S DELL TECHNOLOGIES INC. CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — P MCCORMICK & CO NON VIG SHRE IMN | Buy | — | — | $1,001 – $15,000 | 8219444 P MCCORMICK & CO NON VIG SHRE IMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | MRK Merck & Company, Inc. Common Stock (new) | Buy | 74.79estimated | $106.97 | $1,001 – $15,000 | 8219444 MERCK & CO.. INC. CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219444 AMERICAN INTL GROUP, INC. CMN |
Mar 14, 2023 Member | Apr 7, 2023 | TMO Thermo Fisher Scientific Inc | Buy | 14.39estimated | $555.96 | $1,001 – $15,000 | 8219444 THERMO FISHER SCIENTIFIC INC CMN |
Mar 14, 2023 Member | Apr 7, 2023 | ALL Allstate Corporation (The) | Buy | 69.96estimated | $114.36 | $1,001 – $15,000 | 8219444 ALLSTATE CORPORATION COMMON STOCK |
Mar 14, 2023 Spouse | Apr 7, 2023 | — LOVIA HOLDINGS INC CMN | Buy | — | — | $15,001 – $50,000 | 8219444 LOVIA HOLDINGS INC CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — ACCENTURE PIC OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219444 ACCENTURE PIC OMN CLASS A |
Mar 14, 2023 Spouse | Apr 7, 2023 | — KEURIG DA PEPPER INC CMN | Buy | — | — | $1,001 – $15,000 | 8219444 KEURIG DA PEPPER INC CMN |
Mar 14, 2023 Member | Apr 7, 2023 | AMT American Tower Corporation (REIT) | Buy | 40.04estimated | $199.83 | $1,001 – $15,000 | 8219444 SE AMERICAN TOWER CORPORATION CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | AMZN Amazon.com, Inc. | Buy | 84.32estimated | $94.88 | $1,001 – $15,000 | 8219444 AMAZON.COM INC CMN x |
Mar 14, 2023 Member | Apr 7, 2023 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $15,001 – $50,000 | 8219444 BERKSHIRE HATHAWAY INC. CLASS E |
Mar 14, 2023 Spouse | Apr 7, 2023 | — CS HEẠLTH CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219444 CS HEẠLTH CORP CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | PFE Pfizer, Inc. | Buy | 814.55estimated | $39.90 | $15,001 – $50,000 | 8219444 PFIZER INC. CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — MASTERCARD INCORPORATED CMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219444 MASTERCARD INCORPORATED CMIN CLASS A |
Mar 14, 2023 Spouse | Apr 7, 2023 | UNP Union Pacific Corporation | Buy | 41estimated | $195.15 | $1,001 – $15,000 | 8219444 UNION PACIFIC CORP. CMN X |
Mar 14, 2023 Member | Apr 7, 2023 | — VIATRIS IN CMIN | Buy | — | — | $1,001 – $15,000 | 8219444 VIATRIS IN CMIN |
Mar 14, 2023 Spouse | Apr 7, 2023 | TRV The Travelers Companies, Inc. | Buy | 46.58estimated | $171.76 | $1,001 – $15,000 | 8219444 THE TRAVELERS COMPANIES, INC CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | AAP Advance Auto Parts Inc. | Buy | 65.74estimated | $121.70 | $1,001 – $15,000 | 8219444 ADVANCE AUTO PARTS, INC. CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | GEN Gen Digital Inc. | Buy | 503.18estimated | $15.90 | $1,001 – $15,000 | 8219444 GEN DIGITAL INC CMN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — COUSINS PROPERTOES INCORPORATE CMN | Buy | — | — | $1,001 – $15,000 | 8219444 COUSINS PROPERTOES INCORPORATE CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — P_ ROBERT HALF INTERNATIONAL INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219444 P_ ROBERT HALF INTERNATIONAL INC. CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — P PRACLE CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219444 P PRACLE CORPORATION CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — P _INTL FLAVORS & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 8219444 P _INTL FLAVORS & FRAGRANCE CMN |
Mar 14, 2023 Member | Apr 7, 2023 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8219444 P._ WARNER BROS DISCOVERY INC CMN x |
Mar 14, 2023 Spouse | Apr 7, 2023 | — FASTENAL COMPANY CMIN | Buy | — | — | $1,001 – $15,000 | 8219444 FASTENAL COMPANY CMIN |
Mar 14, 2023 Spouse | Apr 7, 2023 | — (UNCOLN NATL.CORP.INC.CMN | Buy | — | — | $1,001 – $15,000 | 8219444 (UNCOLN NATL.CORP.INC.CMN |
Mar 14, 2023 Member | Apr 7, 2023 | EXR Extra Space Storage Inc | Buy | 50.84estimated | $157.37 | $1,001 – $15,000 | 8219444 EXTRA SPACE STORAGE INC. CMN |
Mar 14, 2023 Member | Apr 7, 2023 | AMCR Amcor plc Ordinary Shares | Buy | 146.93estimated | $54.45 | $1,001 – $15,000 | 8219444 AMCOR PLC CMN |
Mar 14, 2023 Member | Apr 7, 2023 | — INIKE CLASS-BIMN CLASS E | Buy | — | — | $1,001 – $15,000 | 8219444 INIKE CLASS-BIMN CLASS E |
Mar 14, 2023 Spouse | Apr 7, 2023 | META Meta Platforms, Inc. Class A | Buy | 41.24estimated | $194.02 | $1,001 – $15,000 | 8219444 META PLATFORMS INC-CLASS A CMN |
Mar 13, 2023 Member | Apr 7, 2023 | — ELANCO ANIMAL HEALTH INCORPORA CMN * | Buy | — | — | $1,001 – $15,000 | 8219444 ELANCO ANIMAL HEALTH INCORPORA CMN * |
Mar 12, 2023 Spouse | Jun 12, 2023 | — SANDE SPONSORED ADR OMN | Buy | — | — | $1,001 – $15,000 | 8219783 SANDE SPONSORED ADR OMN |
Mar 10, 2023 Spouse | Apr 7, 2023 | — ELANCO ANIMAL HEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219444 ELANCO ANIMAL HEALTH INCORPORA CMN |
Mar 10, 2023 Member | Apr 7, 2023 | RRX Regal Rexnord Corporation | Buy | 53.01estimated | $150.92 | $1,001 – $15,000 | 8219444 REGAL REXNORD CORP CMN |
Mar 10, 2023 Member | Apr 7, 2023 | — FIAST REPUBLIC BANX CMN | Buy | — | — | $1,001 – $15,000 | 8219444 FIAST REPUBLIC BANX CMN |
Mar 10, 2023 Spouse | Apr 7, 2023 | LEA Lear Corporation | Buy | 59.24estimated | $135.06 | $1,001 – $15,000 | 8219444 LEAR CORPORATION CMN |
Mar 10, 2023 Spouse | Apr 7, 2023 | — NOVO-NORDISK A/5 ADR ADR CMIN | Buy | — | — | $1,001 – $15,000 | 8219444 NOVO-NORDISK A/5 ADR ADR CMIN |
Mar 10, 2023 Spouse | Apr 7, 2023 | — H5BC HOLDINGS PLC SPONSORED ADR CMN | Buy | — | — | $1,001 – $15,000 | 8219444 H5BC HOLDINGS PLC SPONSORED ADR CMN |
Mar 9, 2023 Spouse | Apr 7, 2023 | — ERST REPUBLIC BANK CMN | Buy | — | — | $1,001 – $15,000 | 8219444 ERST REPUBLIC BANK CMN |
Mar 8, 2023 Dependent | Apr 7, 2023 | RRX Regal Rexnord Corporation | Buy | 50.24estimated | $159.25 | $1,001 – $15,000 | 8219444 REGAL REXNORD CORP CMN |
Mar 7, 2023 Member | Apr 7, 2023 | BKNG Booking Holdings Inc. | Buy | 77.56estimated | $103.16 | $1,001 – $15,000 | 8219444 BOOKING HOLDINGS INC. CMN |
Mar 7, 2023 Member | Apr 7, 2023 | — BODKING HOLDINGS INC. CMA | Buy | — | — | $1,001 – $15,000 | 8219444 BODKING HOLDINGS INC. CMA |
Mar 7, 2023 Member | Apr 7, 2023 | — DOCKING INSING CN | Buy | — | — | $1,001 – $15,000 | 8219444 DOCKING INSING CN |
Mar 6, 2023 Dependent | Apr 7, 2023 | — PREFERRED STOCK | Buy | — | — | $1,001 – $15,000 | 8219444 PREFERRED STOCK |
Mar 6, 2023 Member | Apr 7, 2023 | — ALPHABET INC CLA | Buy | — | — | $1,001 – $15,000 | 8219444 ALPHABET INC CLA |
Mar 6, 2023 Dependent | Apr 7, 2023 | IT Gartner, Inc. | Buy | 23.43estimated | $341.42 | $1,001 – $15,000 | 8219444 GARTNER INC |
Mar 3, 2023 Dependent | Apr 7, 2023 | MSFT Microsoft Corporation | Buy | 31.34estimated | $255.29 | $1,001 – $15,000 | 8219444 MICROSOFT CORPORATION CMN |
Mar 3, 2023 Dependent | Apr 7, 2023 | BKNG Booking Holdings Inc. | Buy | 76.33estimated | $104.82 | $1,001 – $15,000 | 8219444 BOOKING HOLDINGS INC. CMN |
Mar 2, 2023 Spouse | Apr 7, 2023 | — MCRON TECHNOLOGY. INC. CMN | Buy | — | — | $15,001 – $50,000 | 8219444 MCRON TECHNOLOGY. INC. CMN |
Mar 2, 2023 Member | Apr 7, 2023 | MU Micron Technology, Inc. | Buy | 141.78estimated | $56.43 | $1,001 – $15,000 | 8219444 OC. MICRON TECHNOLOGY, INC. CMN |
Mar 2, 2023 Spouse | Mar 3, 2023 | — ELANCO ANIMAL HEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219417 ELANCO ANIMAL HEALTH INCORPORA CMN |
Mar 1, 2023 Spouse | Mar 3, 2023 | — HANESBRANDS INC. OMN | Sell | — | — | $1,001 – $15,000 | 8219417 HANESBRANDS INC. OMN |
Mar 1, 2023 Dependent | Mar 3, 2023 | — MCCORMICK & CO NON VIG SHIS CUN | Buy | — | — | $1,001 – $15,000 | 8219417 MCCORMICK & CO NON VIG SHIS CUN |
Feb 27, 2023 Dependent | Mar 3, 2023 | ADBE Adobe Inc. | Buy | 24.82estimated | $322.32 | $1,001 – $15,000 | 8219417 ADOBE INC |
Feb 26, 2023 Spouse | Mar 3, 2023 | — HANESBRANDS INC CAN | Sell | — | — | $1,001 – $15,000 | 8219417 HANESBRANDS INC CAN |
Feb 25, 2023 Member | Mar 3, 2023 | — DEERE & COMPANY CMAS | Buy | — | — | $1,001 – $15,000 | 8219417 DEERE & COMPANY CMAS |
Feb 25, 2023 Spouse | Mar 3, 2023 | — CAMEROCAN INTL GROUP, INC CMN | Buy | — | — | $1,001 – $15,000 | 8219417 CAMEROCAN INTL GROUP, INC CMN |
Feb 25, 2023 Spouse | Mar 3, 2023 | — TRUET FINANCIAL CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219417 TRUET FINANCIAL CORPORATION CMN |
Feb 25, 2023 Dependent | Mar 3, 2023 | BAC Bank of America Corporation | Buy | 233.86estimated | $34.21 | $1,001 – $15,000 | 8219417 BANK OF AMERICA CORP CMN |
Feb 25, 2023 Spouse | Mar 3, 2023 | — HANESBRANDS INC. CMN | Sell | — | — | $1,001 – $15,000 | 8219417 HANESBRANDS INC. CMN |
Feb 25, 2023 Dependent | Mar 3, 2023 | — UNDEPLCEMN | Sell | — | — | $1,001 – $15,000 | 8219417 UNDEPLCEMN |
Feb 25, 2023 Member | Mar 3, 2023 | LIN Linde plc Ordinary Shares | Receive | — | — | $1,001 – $15,000 | 8219417 LINDE PLC CMN |
Feb 24, 2023 Spouse | Mar 3, 2023 | ALL Allstate Corporation (The) | Buy | 60.8estimated | $131.59 | $1,001 – $15,000 | 8219417 ALLSTATE CORPORATION COMMON STOCK |
Feb 24, 2023 Dependent | Mar 3, 2023 | AMZN Amazon.com, Inc. | Sell | 85.57estimated | $93.50 | $1,001 – $15,000 | 8219417 IAMAZON.COM INC CMN |
Feb 24, 2023 Dependent | Mar 3, 2023 | — MCDONALOS CORP CAN | Sell | — | — | $1,001 – $15,000 | 8219417 MCDONALOS CORP CAN |
Feb 20, 2023 Spouse | Mar 3, 2023 | MRSH Marsh | Sell | 48.07estimated | $166.44 | $1,001 – $15,000 | 8219417 MARSH & MCLENNAN CO INC CMN |
Feb 20, 2023 Member | Mar 3, 2023 | — GRAND RAPIDS MICH SAN SWR SYS REV 5K 01/01022 L | Buy | — | — | $1,001 – $15,000 | 8219417 GRAND RAPIDS MICH SAN SWR SYS REV 5K 01/01022 L |
Feb 20, 2023 Member | Mar 3, 2023 | — P ALNYLAM PHARMACEUTICALS, INC. GUN | Sell | — | — | $1,001 – $15,000 | 8219417 P ALNYLAM PHARMACEUTICALS, INC. GUN |
Feb 20, 2023 Spouse | Mar 3, 2023 | — NEWMONT CORP CMN | Sell | — | — | $1,001 – $15,000 | 8219417 NEWMONT CORP CMN |
Feb 20, 2023 Spouse | Mar 3, 2023 | KLAC KLA Corporation | Sell | 206.24estimated | $38.79 | $1,001 – $15,000 | 8219417 KLA CORP CMN |
Feb 20, 2023 Spouse | Mar 3, 2023 | — VMWARE, INC. CMN | Sell | — | — | $1,001 – $15,000 | 8219417 VMWARE, INC. CMN |
Feb 20, 2023 Spouse | Mar 3, 2023 | — SEA COMMUNICATIONS CORPORATION CMN | Sell | — | — | $1,001 – $15,000 | 8219417 SEA COMMUNICATIONS CORPORATION CMN |
Feb 20, 2023 Member | Mar 3, 2023 | — P JELECTRONIC ARTS CMNI | Sell | — | — | $1,001 – $15,000 | 8219417 P JELECTRONIC ARTS CMNI |
Feb 20, 2023 Spouse | Mar 3, 2023 | — INTL BUSINESS MACHIMES COAP CMN | Sell | — | — | $1,001 – $15,000 | 8219417 INTL BUSINESS MACHIMES COAP CMN |
Feb 20, 2023 Member | Mar 3, 2023 | — P YUM BRANDS, INC. CIN | Buy | — | — | $15,001 – $50,000 | 8219417 P YUM BRANDS, INC. CIN |
Feb 20, 2023 Spouse | Mar 3, 2023 | — BOSTON PROPERTIES, INC. COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8219417 BOSTON PROPERTIES, INC. COMMON STOCK |
Feb 20, 2023 Spouse | Mar 3, 2023 | — ASM HOLOING N.V. AOR CMN | Buy | — | — | $1,001 – $15,000 | 8219417 ASM HOLOING N.V. AOR CMN |
Feb 20, 2023 Member | Mar 3, 2023 | — SR. TBEROROLA SOCIEDAD ANONIMA SPONSORED ADR CMA | Buy | — | — | $1,001 – $15,000 | 8219417 SR. TBEROROLA SOCIEDAD ANONIMA SPONSORED ADR CMA |
Feb 20, 2023 Spouse | Mar 3, 2023 | — STMICROELECTRONICS NV AOR CMN | Buy | — | — | $5,000,001 – $25,000,000 | 8219417 STMICROELECTRONICS NV AOR CMN |
Feb 20, 2023 Dependent | Mar 3, 2023 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Sell | — | — | $1,001 – $15,000 | 8219417 BERKSHIRE HATHAWAY INC CLASS • |
Feb 19, 2023 Spouse | Mar 3, 2023 | — MC DONALOS CORP CMN | Sell | — | — | $1,001 – $15,000 | 8219417 MC DONALOS CORP CMN |
Feb 19, 2023 Spouse | Mar 3, 2023 | — ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN | Buy | — | — | $15,001 – $50,000 | 8219417 ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN |
Feb 19, 2023 Member | Mar 3, 2023 | — OC META PLATFORMS ING-CLASS ALMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219417 OC META PLATFORMS ING-CLASS ALMN CLASS A |
Feb 16, 2023 Dependent | Mar 3, 2023 | IT Gartner, Inc. | Buy | 23.12estimated | $346.00 | $1,001 – $15,000 | 8219417 GARTNER INC |
Feb 16, 2023 Dependent | Mar 3, 2023 | ENPH Enphase Energy, Inc. | Buy | 39.45estimated | $202.80 | $1,001 – $15,000 | 8219417 ENPHASE ENERGY |
Feb 16, 2023 Dependent | Mar 3, 2023 | — UNDE PLC CNIN | Receive | — | — | $1,001 – $15,000 | 8219417 UNDE PLC CNIN |
Feb 16, 2023 Member | Mar 3, 2023 | — PE LEAR CORPORATION EMN | Buy | — | — | $1,001 – $15,000 | 8219417 PE LEAR CORPORATION EMN |
Feb 15, 2023 Dependent | Mar 3, 2023 | — STRYKER CORPORATION CAN | Buy | — | — | $1,001 – $15,000 | 8219417 STRYKER CORPORATION CAN |
Feb 15, 2023 Spouse | Mar 3, 2023 | — STRYKER CORPORATIONI CMNL | Buy | — | — | $1,001 – $15,000 | 8219417 STRYKER CORPORATIONI CMNL |
Feb 15, 2023 Dependent | Mar 3, 2023 | TXN Texas Instruments Incorporated | Buy | 44.82estimated | $178.50 | $1,001 – $15,000 | 8219417 L. TEXAS INSTRUMENTS INC. CMN |
Feb 14, 2023 Member | Apr 7, 2023 | ENPH Enphase Energy, Inc. | Buy | 38.4estimated | $208.35 | $1,001 – $15,000 | 8219444 P_ |ENPHASE ENERGY. INC. CMN |
Feb 14, 2023 Dependent | Mar 3, 2023 | — ECOLAB INC. CMIN | Receive | — | — | $1,001 – $15,000 | 8219417 ECOLAB INC. CMIN |
Feb 14, 2023 Dependent | Mar 3, 2023 | — WALGREENS BROTE ALUANCE, INC, CMAY | Buy | — | — | $1,001 – $15,000 | 8219417 WALGREENS BROTE ALUANCE, INC, CMAY |
Feb 14, 2023 Dependent | Mar 3, 2023 | CVS CVS Health Corporation | Buy | 90.38estimated | $88.52 | $1,001 – $15,000 | 8219417 CVS HEALTH CORP CMN *: |
Feb 13, 2023 Dependent | Mar 3, 2023 | — AUTODESK INC DELAWARE | Buy | — | — | $1,001 – $15,000 | 8219417 AUTODESK INC DELAWARE |
Feb 10, 2023 Spouse | Mar 3, 2023 | — BOOKING HOLDENGS INC CMN | Sell | — | — | $1,001 – $15,000 | 8219417 BOOKING HOLDENGS INC CMN |
Feb 10, 2023 Spouse | Mar 3, 2023 | — MODERNA, INC. CMM | Sell | — | — | $1,001 – $15,000 | 8219417 MODERNA, INC. CMM |
Feb 10, 2023 Spouse | Mar 3, 2023 | — ATATIC OMN | Sell | — | — | $1,001 – $15,000 | 8219417 ATATIC OMN |
Feb 10, 2023 Spouse | Mar 3, 2023 | — COCA COLA COMPANY THE CMM | Sell | — | — | $1,001 – $15,000 | 8219417 COCA COLA COMPANY THE CMM |
Feb 10, 2023 Spouse | Mar 3, 2023 | — TESLA, INC. CMIN | Sell | — | — | $15,001 – $50,000 | 8219417 TESLA, INC. CMIN |
Feb 10, 2023 Spouse | Mar 3, 2023 | CME CME Group Inc. Class A | Buy | 43.46estimated | $184.10 | $1,001 – $15,000 | 8219417 CME GROUP INC. CMN |
Feb 10, 2023 Spouse | Mar 3, 2023 | — MOLSON COORS BEVERAGE CO CMIN. CLA55 B | Buy | — | — | $1,001 – $15,000 | 8219417 MOLSON COORS BEVERAGE CO CMIN. CLA55 B |
Feb 10, 2023 Spouse | Mar 3, 2023 | — ABUVIE ING CMM | Buy | — | — | $1,001 – $15,000 | 8219417 ABUVIE ING CMM |
Feb 10, 2023 Spouse | Mar 3, 2023 | — VODAFONE GROUP PIC AOR CMN | Buy | — | — | $1,001 – $15,000 | 8219417 VODAFONE GROUP PIC AOR CMN |
Feb 10, 2023 Spouse | Mar 3, 2023 | KDP Keurig Dr Pepper Inc. | Buy | 226.77estimated | $35.28 | $1,001 – $15,000 | 8219417 KEURIG DR PEPPER INC CMN |
Feb 10, 2023 Member | Mar 3, 2023 | — SEMENS AKTIENGESELLSCHAFT SPONSORED ADR CMN | Buy | — | — | $15,001 – $50,000 | 8219417 SEMENS AKTIENGESELLSCHAFT SPONSORED ADR CMN |
Feb 9, 2023 Spouse | Mar 3, 2023 | ALL Allstate Corporation (The) | Buy | 59.9estimated | $133.56 | $1,001 – $15,000 | 8219417 ALLSTATE CORPORATION COMMON STOCK |
Feb 9, 2023 Spouse | Mar 3, 2023 | — ALLSTATE CONPORATION COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8219417 ALLSTATE CONPORATION COMMON STOCK |
Feb 9, 2023 Spouse | Mar 3, 2023 | GOOGL Alphabet Inc. Class A | Buy | 84.21estimated | $95.01 | $1,001 – $15,000 | 8219417 ALPHABET INC, CMN |
Feb 9, 2023 Dependent | Mar 3, 2023 | — GENERAL ELECTIC COMPANY CMN | Sell | — | — | $1,001 – $15,000 | 8219417 GENERAL ELECTIC COMPANY CMN |
Feb 8, 2023 Spouse | Mar 3, 2023 | — TERAS INSTRUMENYS INC. OMN | Sell | — | — | $1,001 – $15,000 | 8219417 TERAS INSTRUMENYS INC. OMN |
Feb 8, 2023 Spouse | Mar 3, 2023 | — PARKER-HANNIFW CORP. CMN | Sell | — | — | $1,001 – $15,000 | 8219417 PARKER-HANNIFW CORP. CMN |
Feb 8, 2023 Spouse | Mar 3, 2023 | — ALPHARET INC CMN | Sell | — | — | $1,001 – $15,000 | 8219417 ALPHARET INC CMN |
Feb 8, 2023 Dependent | Mar 3, 2023 | — ALPHABET INC. CHN CLASS A | Sell | — | — | $1,001 – $15,000 | 8219417 ALPHABET INC. CHN CLASS A |
Feb 3, 2023 Dependent | Mar 3, 2023 | APTV Aptiv PLC Ordinary Shares | Buy | 79.79estimated | $100.26 | $1,001 – $15,000 | 8219417 APTIV PLC CMN |
Feb 3, 2023 Dependent | Mar 3, 2023 | — MICROSOFT CORPORATION CHIN | Buy | — | — | $1,001 – $15,000 | 8219417 MICROSOFT CORPORATION CHIN |
Feb 3, 2023 Dependent | Mar 3, 2023 | — DANAHER CORPOMATION CMIN | Sell | — | — | $1,001 – $15,000 | 8219417 DANAHER CORPOMATION CMIN |
Feb 3, 2023 Dependent | Mar 3, 2023 | — EU ULLY & CO CNN | Sell | — | — | $1,001 – $15,000 | 8219417 EU ULLY & CO CNN |
Feb 2, 2023 Spouse | Mar 3, 2023 | — IHANESERANDS INC. OMN | Sell | — | — | $1,001 – $15,000 | 8219417 IHANESERANDS INC. OMN |
Feb 2, 2023 Dependent | Mar 3, 2023 | — MOHAWK INDUSTRIES INE COMMON STOCK | Sell | — | — | $1,001 – $15,000 | 8219417 MOHAWK INDUSTRIES INE COMMON STOCK |
Feb 2, 2023 Spouse | Feb 7, 2023 | RF Regions Financial Corporation | Buy | 1,357.01estimated | $23.95 | $15,001 – $50,000 | 8219353 REGIONS FINANCIAL CORPORATION CMN |
Feb 2, 2023 Spouse | Feb 7, 2023 | — REGENERON PHARMACEUTICAL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219353 REGENERON PHARMACEUTICAL INC CMN |
Feb 2, 2023 Member | Feb 7, 2023 | — SIGNATURE BANK (NEW YORK) CMN | Buy | — | — | $1,001 – $15,000 | 8219353 SIGNATURE BANK (NEW YORK) CMN |
Feb 2, 2023 Member | Feb 7, 2023 | — FIDELITY NATL INFO SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219353 FIDELITY NATL INFO SVCS INC CMN |
Feb 2, 2023 Spouse | Feb 7, 2023 | — ELANCO ANIMAL HEALTH INCORPORA CAN | Buy | — | — | $1,001 – $15,000 | 8219353 ELANCO ANIMAL HEALTH INCORPORA CAN |
Feb 2, 2023 Dependent | Feb 7, 2023 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 27.2estimated | $294.10 | $1,001 – $15,000 | 8219353 ACCENTURE PLC CMN |
Feb 2, 2023 Dependent | Feb 7, 2023 | — AMERISOURCEBERGEN CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8219353 AMERISOURCEBERGEN CORPORATION OMN |
Feb 2, 2023 Dependent | Feb 7, 2023 | — AMEDISYS, INC. CMI | Buy | — | — | $1,001 – $15,000 | 8219353 AMEDISYS, INC. CMI |
Jan 21, 2023 Spouse | Feb 7, 2023 | HUM Humana Inc. | Receive | 16.09estimated | $497.30 | $1,001 – $15,000 | 8219353 HUMANA INC. CMN |
Jan 21, 2023 Dependent | Feb 7, 2023 | ROKU Roku, Inc. Class A | Buy | 152.71estimated | $52.39 | $1,001 – $15,000 | 8219353 ROKU, INC. CMN |
Jan 21, 2023 Dependent | Feb 7, 2023 | — CLOROX CO (THE) (DELAWARE, CMN | Receive | — | — | $1,001 – $15,000 | 8219353 CLOROX CO (THE) (DELAWARE, CMN |
Jan 21, 2023 Dependent | Feb 7, 2023 | — AMATON COM INC CIN | Buy | — | — | $1,001 – $15,000 | 8219353 AMATON COM INC CIN |
Jan 13, 2023 Dependent | Feb 7, 2023 | — MCDONALDS CORP CHN | Buy | — | — | $1,001 – $15,000 | 8219353 MCDONALDS CORP CHN |
Jan 13, 2023 Dependent | Feb 7, 2023 | TDOC Teladoc Health, Inc. | Buy | 297.2estimated | $26.92 | $1,001 – $15,000 | 8219353 TELADOC HEALTH INC CMN * |
Jan 12, 2023 Spouse | Feb 7, 2023 | — ALKEN CNTY 5 C CONS SCH DIST GD 5* D3/01/23 MS | Sell | — | — | $1,001 – $15,000 | 8219353 ALKEN CNTY 5 C CONS SCH DIST GD 5* D3/01/23 MS |
Jan 11, 2023 Dependent | Feb 7, 2023 | — PFIZER ING. CAN | Buy | — | — | $1,001 – $15,000 | 8219353 PFIZER ING. CAN |
Jan 11, 2023 Member | Feb 7, 2023 | COST Costco Wholesale Corporation | Buy | 16.52estimated | $484.31 | $1,001 – $15,000 | 8219353 DO COSTCO WHOLESALE CORPORATION CMN |
Jan 11, 2023 Spouse | Feb 7, 2023 | PFE Pfizer, Inc. | Buy | 168.61estimated | $47.45 | $1,001 – $15,000 | 8219353 PFIZER INC. CMN |
Jan 11, 2023 Dependent | Feb 7, 2023 | PFE Pfizer, Inc. | Buy | 168.61estimated | $47.45 | $1,001 – $15,000 | 8219353 PFIZER INC. CMN |
Jan 11, 2023 Member | Feb 7, 2023 | HUM Humana Inc. | Buy | 16.23estimated | $493.00 | $1,001 – $15,000 | 8219353 HUMANA INC. CMN |
Jan 11, 2023 Dependent | Feb 7, 2023 | HRL Hormel Foods Corporation | Buy | 170.88estimated | $46.82 | $1,001 – $15,000 | 8219353 HORMEL FOODS CORPORATION CMN |
Jan 11, 2023 Member | Feb 7, 2023 | — SNAP INC. EMN CLASSA | Buy | — | — | $1,001 – $15,000 | 8219353 SNAP INC. EMN CLASSA |
Jan 11, 2023 Dependent | Feb 7, 2023 | — EVS HEALTH CORP CMN | Receive | — | — | $1,001 – $15,000 | 8219353 EVS HEALTH CORP CMN |
Jan 11, 2023 Dependent | Feb 7, 2023 | — CENERAL MOTORS COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219353 CENERAL MOTORS COMPANY CMN |
Jan 11, 2023 Dependent | Feb 7, 2023 | — ELTOWER INE CUM | Buy | — | — | $1,001 – $15,000 | 8219353 ELTOWER INE CUM |
Jan 11, 2023 Dependent | Feb 7, 2023 | — BAXTER INTERNATIONAL INC EMN | Buy | — | — | $1,001 – $15,000 | 8219353 BAXTER INTERNATIONAL INC EMN |
Jan 11, 2023 Dependent | Feb 7, 2023 | CHE Chemed Corp | Buy | 16.21estimated | $493.56 | $1,001 – $15,000 | 8219353 CHEMED CORP CMN |
Jan 11, 2023 Dependent | Feb 7, 2023 | — CMGROUP INE. CMN x | Buy | — | — | $1,001 – $15,000 | 8219353 CMGROUP INE. CMN x |
Jan 11, 2023 Dependent | Feb 7, 2023 | — MEDTRONIC PUBLIC LINATED COMPA CMN | Buy | — | — | $1,001 – $15,000 | 8219353 MEDTRONIC PUBLIC LINATED COMPA CMN |
Jan 10, 2023 Spouse | May 8, 2023 | TTWO Take-Two Interactive Software, Inc. | Receive | 307.97estimated | $105.53 | $15,001 – $50,000 | 8219521 TAKE TWO INTERACTIVE SOFTWARE INC |
Jan 9, 2023 Spouse | Feb 7, 2023 | — BROWN FORMAN CORP CLE CMN | Buy | — | — | $1,001 – $15,000 | 8219353 BROWN FORMAN CORP CLE CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | ABNB Airbnb, Inc. Class A | Buy | 89.65estimated | $89.24 | $1,001 – $15,000 | 8219353 AIRBNB, INC. CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | — ADVANCED DRAIN SYS IN CAN | Buy | — | — | $1,001 – $15,000 | 8219353 ADVANCED DRAIN SYS IN CAN |
Jan 9, 2023 Spouse | Feb 7, 2023 | UDR UDR, Inc. | Buy | 207.97estimated | $38.47 | $1,001 – $15,000 | 8219353 UDR INC CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | TTWO Take-Two Interactive Software, Inc. | Buy | 76.12estimated | $105.10 | $1,001 – $15,000 | 8219353 TAKE TWO INTERACTIVE SOFTWARE INC |
Jan 9, 2023 Spouse | Feb 7, 2023 | TYL Tyler Technologies, Inc. | Buy | 25.08estimated | $318.99 | $1,001 – $15,000 | 8219353 TYLER TECHNOLOGIES, INC. CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | INTC Intel Corporation | Buy | 272.96estimated | $29.31 | $1,001 – $15,000 | 8219353 INTEL CORPORATION CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | — FASTENAL COMPANY CAN | Buy | — | — | $1,001 – $15,000 | 8219353 FASTENAL COMPANY CAN |
Jan 9, 2023 Spouse | Feb 7, 2023 | NXPI NXP Semiconductors N.V. | Sell | 49.7estimated | $160.97 | $1,001 – $15,000 | 8219353 NXP SEMICONDUCTORS.N.V.CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | — PUBUC STORAGE CMN | Sell | — | — | $1,001 – $15,000 | 8219353 PUBUC STORAGE CMN |
Jan 9, 2023 Member | Feb 7, 2023 | AMZN Amazon.com, Inc. | Sell | 91.58estimated | $87.36 | $1,001 – $15,000 | 8219353 AMAZON.COM INC CMN -* |
Jan 9, 2023 Member | Feb 7, 2023 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219353 DANAHER CORPORATION CMN |
Jan 9, 2023 Member | Feb 7, 2023 | — SE SERVICENOW ING CMN | Sell | — | — | $1,001 – $15,000 | 8219353 SE SERVICENOW ING CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | — CYS HEALTH CORP CMN | Sell | — | — | $1,001 – $15,000 | 8219353 CYS HEALTH CORP CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | — BANK OF AMERICA CORP CMA | Sell | — | — | $1,001 – $15,000 | 8219353 BANK OF AMERICA CORP CMA |
Jan 9, 2023 Spouse | Feb 7, 2023 | — SHERWIN- WILLAMS CO CMN | Buy | — | — | $1,001 – $15,000 | 8219353 SHERWIN- WILLAMS CO CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | WST West Pharmaceutical Services, Inc. | Buy | 33.23estimated | $240.73 | $1,001 – $15,000 | 8219353 WEST PHARMACEUTICAL SERVICES INC |
Jan 9, 2023 Member | Feb 7, 2023 | — DOCUSIGN, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8219353 DOCUSIGN, INC. OMN |
Jan 9, 2023 Member | Feb 7, 2023 | AMAT Applied Materials, Inc. | Buy | 75.13estimated | $106.49 | $1,001 – $15,000 | 8219353 P APPLIED MATERIALS INC CMN |
Jan 9, 2023 Member | Feb 7, 2023 | — P - MEDYAONIC PUBLI LIMITED COMPA CMN | Buy | — | — | $1,001 – $15,000 | 8219353 P - MEDYAONIC PUBLI LIMITED COMPA CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | — LLYONDELLBASELL INDUSTRIES N.V. OMN CLASSA | Buy | — | — | $1,001 – $15,000 | 8219353 LLYONDELLBASELL INDUSTRIES N.V. OMN CLASSA |
Jan 9, 2023 Spouse | Feb 7, 2023 | IQV IQVIA Holdings, Inc. | Buy | 38.37estimated | $208.49 | $1,001 – $15,000 | 8219353 IQVIA HOLDINGS INC CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | WDC Western Digital Corporation | Buy | 277.95estimated | $28.78 | $1,001 – $15,000 | 8219353 WESTERN DIGITAL CORPORATION CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | — METTLER-TOLEDO INTL CMN | Buy | — | — | $1,001 – $15,000 | 8219353 METTLER-TOLEDO INTL CMN |
Jan 9, 2023 Member | Feb 7, 2023 | — P.. DESLA INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219353 P.. DESLA INC. CMN |
Jan 9, 2023 Spouse | Feb 7, 2023 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8219353 BERKSHIRE HATHAWAY INC. CLASS B |
Jan 9, 2023 Member | Feb 7, 2023 | ZTS Zoetis Inc. Class A | Buy | 54.4estimated | $147.06 | $1,001 – $15,000 | 8219353 P. ZOETIS INC. CMN |
Jan 9, 2023 Member | Feb 7, 2023 | — P VERTEX PHARMACEUTICALS INCORPO CMN | Buy | — | — | $1,001 – $15,000 | 8219353 P VERTEX PHARMACEUTICALS INCORPO CMN |
Jan 8, 2023 Member | Feb 7, 2023 | GOOGL Alphabet Inc. Class A | Buy | 91.6estimated | $87.34 | $1,001 – $15,000 | 8219353 P ALPHABET INC. CMN |
Jan 6, 2023 Dependent | Feb 7, 2023 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219353 DANAHER CORPORATION CMN |
Jan 4, 2023 Spouse | Feb 7, 2023 | MRSH Marsh | Receive | 47.28estimated | $169.21 | $1,001 – $15,000 | 8219353 MARSH & MCLENNAN CO INC. CMN |
Jan 4, 2023 Spouse | Feb 7, 2023 | — WESTINGHOUSE AIR BRAKE TECHNOL CMN | Receive | — | — | $1,001 – $15,000 | 8219353 WESTINGHOUSE AIR BRAKE TECHNOL CMN |
Jan 4, 2023 Spouse | Jan 6, 2023 | — GUIDEWIRE SOFTWARE INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8219318 GUIDEWIRE SOFTWARE INC. CMIN |
Jan 3, 2023 Member | Feb 7, 2023 | — DUPONT DE NEMOUASINC CUN | Sell | — | — | $1,001 – $15,000 | 8219353 DUPONT DE NEMOUASINC CUN |
Dec 30, 2022 Spouse | Jan 6, 2023 | — JUNITEDHEALTH GROUP INCORPORATE CMM 1 | Buy | — | — | $1,001 – $15,000 | 8219318 JUNITEDHEALTH GROUP INCORPORATE CMM 1 |
Dec 30, 2022 Spouse | Jan 6, 2023 | CNC Centene Corporation | Buy | 396.3estimated | $82.01 | $15,001 – $50,000 | 8219318 CENTENE CORPORATION CMN |
Dec 30, 2022 Member | Jan 6, 2023 | FCX Freeport-McMoRan, Inc. | Buy | 210.54estimated | $38.00 | $1,001 – $15,000 | 8219318 P FREEPORT-MCMORAN INC CMN |
Dec 30, 2022 Spouse | Jan 6, 2023 | — ELANCO ANIMAL HEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ELANCO ANIMAL HEALTH INCORPORA CMN |
Dec 30, 2022 Spouse | Jan 6, 2023 | — ESLA. INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ESLA. INC. CMN |
Dec 30, 2022 Spouse | Jan 6, 2023 | KO Coca-Cola Company (The) | Buy | 125.77estimated | $63.61 | $1,001 – $15,000 | 8219318 COCA-COLA COMPANY THE) CMN |
Dec 28, 2022 Spouse | Jan 6, 2023 | — SENSATA TECHNOLOGIES HOLDING P CMIN * | Buy | — | — | $1,001 – $15,000 | 8219318 SENSATA TECHNOLOGIES HOLDING P CMIN * |
Dec 28, 2022 Spouse | Jan 6, 2023 | — ELANCO ANIMALHEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ELANCO ANIMALHEALTH INCORPORA CMN |
Dec 27, 2022 Spouse | Jan 6, 2023 | — ELANCO ANIMAL HEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ELANCO ANIMAL HEALTH INCORPORA CMN |
Dec 27, 2022 Dependent | Jan 6, 2023 | — IVF CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219318 IVF CORP CMN |
Dec 27, 2022 Spouse | Jan 6, 2023 | — VE.CORP CMM | Sell | — | — | $1,001 – $15,000 | 8219318 VE.CORP CMM |
Dec 23, 2022 Member | Jan 6, 2023 | — ELANCO ANIMAL HEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ELANCO ANIMAL HEALTH INCORPORA CMN |
Dec 23, 2022 Member | Jan 6, 2023 | MRSH Marsh | Buy | 48.32estimated | $165.59 | $1,001 – $15,000 | 8219318 MARSH& MCLENNAN CO INC CMN |
Dec 22, 2022 Spouse | Jan 6, 2023 | — ELANCO ANIMAL HEALTH INCORPORA CMN * | Buy | — | — | $1,001 – $15,000 | 8219318 ELANCO ANIMAL HEALTH INCORPORA CMN * |
Dec 22, 2022 Dependent | Jan 6, 2023 | — TRUIST FINANCIAL CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8219318 TRUIST FINANCIAL CORPORATION OMN |
Dec 22, 2022 Member | Jan 6, 2023 | — VE CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219318 VE CORP CMN |
Dec 22, 2022 Member | Jan 6, 2023 | TFC Truist Financial Corporation | Sell | 188.34estimated | $42.48 | $1,001 – $15,000 | 8219318 TRUIST FINANCIAL CORPORATION CMN |
Dec 22, 2022 Member | Jan 6, 2023 | KMX CarMax Inc | Sell | 139.87estimated | $57.20 | $1,001 – $15,000 | 8219318 CARMAX, INC. CMN |
Dec 16, 2022 Spouse | Jan 6, 2023 | ST Sensata Technologies Holding plc Ordinary Shares | Buy | 793.66estimated | $40.95 | $15,001 – $50,000 | 8219318 SENSATA TECHNOLOGIES HOLDING P CMN |
Dec 15, 2022 Member | Jan 6, 2023 | — P 5S&C TECHNOLDGIES HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219318 P 5S&C TECHNOLDGIES HOLDINGS, IN CMN |
Dec 14, 2022 Dependent | Jan 6, 2023 | ADI Analog Devices, Inc. | Buy | 46.6estimated | $171.68 | $1,001 – $15,000 | 8219318 ANALOG DEVICES INC |
Dec 14, 2022 Dependent | Jan 6, 2023 | — MARVELL TECHNOLOGY GROUP LTD | Buy | — | — | $1,001 – $15,000 | 8219318 MARVELL TECHNOLOGY GROUP LTD |
Dec 12, 2022 Member | Jan 6, 2023 | — P LATBT INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219318 P LATBT INC. CMN |
Dec 7, 2022 Spouse | Jan 6, 2023 | — JELAMCO ANIMAL MEALTH INCORPORA CMA | Buy | — | — | $1,001 – $15,000 | 8219318 JELAMCO ANIMAL MEALTH INCORPORA CMA |
Dec 6, 2022 Member | Jan 6, 2023 | — NTINCON | Buy | — | — | $1,001 – $15,000 | 8219318 NTINCON |
Dec 6, 2022 Member | Jan 6, 2023 | GDDY GoDaddy Inc. Class A | Buy | 108.29estimated | $73.88 | $1,001 – $15,000 | 8219318 GODADDY INC. CMN |
Dec 6, 2022 Member | Jan 6, 2023 | — CBRE GROUF, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219318 CBRE GROUF, INC. CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — DRACLE CORPORATION CMN K | Buy | — | — | $1,001 – $15,000 | 8219318 DRACLE CORPORATION CMN K |
Dec 6, 2022 Spouse | Jan 6, 2023 | — SPLUNK ING CMN K | Buy | — | — | $1,001 – $15,000 | 8219318 SPLUNK ING CMN K |
Dec 6, 2022 Spouse | Jan 6, 2023 | — IONIS PHARMACELTICALS, INE OMN | Buy | — | — | $1,001 – $15,000 | 8219318 IONIS PHARMACELTICALS, INE OMN |
Dec 6, 2022 Member | Jan 6, 2023 | — SO THE HOWARD HUGES CORD CHIN | Buy | — | — | $1,001 – $15,000 | 8219318 SO THE HOWARD HUGES CORD CHIN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — BROWN FORMAN CORP CL B CMN | Buy | — | — | $1,001 – $15,000 | 8219318 BROWN FORMAN CORP CL B CMN |
Dec 6, 2022 Member | Jan 6, 2023 | — P_ _FREEPORT MEMORAN INC CMN | Buy | — | — | $1,001 – $15,000 | 8219318 P_ _FREEPORT MEMORAN INC CMN |
Dec 6, 2022 Member | Jan 6, 2023 | — SPUDR ING CMN | Buy | — | — | $1,001 – $15,000 | 8219318 SPUDR ING CMN |
Dec 6, 2022 Member | Jan 6, 2023 | KMB Kimberly-Clark Corporation | Buy | 58.82estimated | $136.01 | $1,001 – $15,000 | 8219318 KIMBERLY CLARK CORPORATION CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — SHEXFORD INDU ALTY INC CMN- * | Buy | — | — | $1,001 – $15,000 | 8219318 SHEXFORD INDU ALTY INC CMN- * |
Dec 6, 2022 Member | Jan 6, 2023 | — SL. SAGEM INC. OMN | Buy | — | — | $1,001 – $15,000 | 8219318 SL. SAGEM INC. OMN |
Dec 6, 2022 Member | Jan 6, 2023 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ELECTRONIC ARTS CMN |
Dec 6, 2022 Member | Jan 6, 2023 | — P _ MAICH GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219318 P _ MAICH GROUP, INC. CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — TAKE TWOINTERACTIVE SOFTWARE INC | Buy | — | — | $1,001 – $15,000 | 8219318 TAKE TWOINTERACTIVE SOFTWARE INC |
Dec 6, 2022 Spouse | Jan 6, 2023 | — INVITATION HOMES ING. CMIN 1 | Buy | — | — | $1,001 – $15,000 | 8219318 INVITATION HOMES ING. CMIN 1 |
Dec 6, 2022 Member | Jan 6, 2023 | — P EXELIXIS, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8219318 P EXELIXIS, INC. CAN |
Dec 6, 2022 Member | Jan 6, 2023 | — P FIDELITY NAT INFO SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219318 P FIDELITY NAT INFO SVCS INC CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — LABORATORY CORPORATION OF AMER DAN | Buy | — | — | $1,001 – $15,000 | 8219318 LABORATORY CORPORATION OF AMER DAN |
Dec 6, 2022 Member | Jan 6, 2023 | ZTS Zoetis Inc. Class A | Buy | 52.27estimated | $153.05 | $1,001 – $15,000 | 8219318 P ZOETIS INC. CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — AVALONBAY COMMUNITIES INC CMN | Buy | — | — | $1,001 – $15,000 | 8219318 AVALONBAY COMMUNITIES INC CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | SBAC SBA Communications Corporation Class A | Buy | 27.71estimated | $288.68 | $1,001 – $15,000 | 8219318 SBA COMMUNICATIONS CORPORATION CMN |
Dec 6, 2022 Member | Jan 6, 2023 | — P AUTODESK, INC. CIMN | Buy | — | — | $1,001 – $15,000 | 8219318 P AUTODESK, INC. CIMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — TELEVANCE HEALTM INC CMN | Buy | — | — | $1,001 – $15,000 | 8219318 TELEVANCE HEALTM INC CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — AMERICAN TOWER CORPORAȚION CMN | Buy | — | — | $1,001 – $15,000 | 8219318 AMERICAN TOWER CORPORAȚION CMN |
Dec 6, 2022 Member | Jan 6, 2023 | — SPL. WEULTOWER INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219318 SPL. WEULTOWER INC. CMN |
Dec 6, 2022 Member | Jan 6, 2023 | MCK McKesson Corporation | Buy | 21.16estimated | $378.04 | $1,001 – $15,000 | 8219318 MCKESSON CORPORATION CMN |
Dec 6, 2022 Member | Jan 6, 2023 | — HUMANA INC. CHIN | Buy | — | — | $1,001 – $15,000 | 8219318 HUMANA INC. CHIN |
Dec 6, 2022 Spouse | Jan 6, 2023 | CME CME Group Inc. Class A | Buy | 180.67estimated | $179.89 | $15,001 – $50,000 | 8219318 CME GROUP INC. CMN |
Dec 6, 2022 Member | Jan 6, 2023 | TSLA Tesla, Inc. | Buy | 44.49estimated | $179.82 | $1,001 – $15,000 | 8219318 ITESLA. INC. CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — ISHARES RUSSELL 2000 ETE | Buy | — | — | $1,001 – $15,000 | 8219318 ISHARES RUSSELL 2000 ETE |
Dec 6, 2022 Dependent | Jan 6, 2023 | — PURE STORAGE INC. CMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219318 PURE STORAGE INC. CMIN CLASS A |
Dec 6, 2022 Member | Jan 6, 2023 | — DATADOG, INC. CMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219318 DATADOG, INC. CMIN CLASS A |
Dec 6, 2022 Dependent | Jan 6, 2023 | — PEPSICO. INC. CMIN _1 | Buy | — | — | $1,001 – $15,000 | 8219318 PEPSICO. INC. CMIN _1 |
Dec 6, 2022 Dependent | Jan 6, 2023 | — ESTEE LAUDER COS INC CLA CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ESTEE LAUDER COS INC CLA CMN |
Dec 6, 2022 Dependent | Jan 6, 2023 | MCK McKesson Corporation | Buy | 21.16estimated | $378.04 | $1,001 – $15,000 | 8219318 MCKESSON CORPORATION CMN |
Dec 6, 2022 Dependent | Jan 6, 2023 | — INF CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219318 INF CORP CMN |
Dec 6, 2022 Dependent | Jan 6, 2023 | — FASTENAL COMPANY CN | Buy | — | — | $1,001 – $15,000 | 8219318 FASTENAL COMPANY CN |
Dec 6, 2022 Dependent | Jan 6, 2023 | — PARAMOUNT GLOBAL OMN CLASS B x | Buy | — | — | $1,001 – $15,000 | 8219318 PARAMOUNT GLOBAL OMN CLASS B x |
Dec 6, 2022 Dependent | Jan 6, 2023 | ADSK Autodesk, Inc. | Buy | 41.11estimated | $194.61 | $1,001 – $15,000 | 8219318 AUTODESK, INC CMN |
Dec 6, 2022 Dependent | Jan 6, 2023 | — ASSURED GUARANTYLTD CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ASSURED GUARANTYLTD CMN |
Dec 6, 2022 Member | Jan 6, 2023 | TMO Thermo Fisher Scientific Inc | Buy | 14.53estimated | $550.53 | $1,001 – $15,000 | 8219318 THERMO FISHER SCIENTIFIC INC CMN |
Dec 6, 2022 Dependent | Jan 6, 2023 | — FIFTH THIRD BANCORP CMIL | Buy | — | — | $1,001 – $15,000 | 8219318 FIFTH THIRD BANCORP CMIL |
Dec 6, 2022 Dependent | Jan 6, 2023 | — MICROSOFT CORPORATION CMM | Buy | — | — | $1,001 – $15,000 | 8219318 MICROSOFT CORPORATION CMM |
Dec 6, 2022 Member | Jan 6, 2023 | — DANAHER CORPORATION CMIN | Buy | — | — | $1,001 – $15,000 | 8219318 DANAHER CORPORATION CMIN |
Dec 6, 2022 Dependent | Jan 6, 2023 | MA Mastercard Incorporated | Buy | 23.02estimated | $347.53 | $1,001 – $15,000 | 8219318 MASTERCARD INCORPORATED CMN |
Dec 6, 2022 Dependent | Jan 6, 2023 | DIS Walt Disney Company (The) | Buy | 86.69estimated | $92.29 | $1,001 – $15,000 | 8219318 WALT DISNEY COMPANY (THE) CMN |
Dec 6, 2022 Dependent | Jan 6, 2023 | AAPL Apple Inc. | Buy | 55.98estimated | $142.91 | $1,001 – $15,000 | 8219318 APPLE INC. CMN_.. .. .i |
Dec 6, 2022 Dependent | Jan 6, 2023 | — IBOKU, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219318 IBOKU, INC. CMN |
Dec 6, 2022 Member | Jan 6, 2023 | — BERAC INC CMN | Buy | — | — | $1,001 – $15,000 | 8219318 BERAC INC CMN |
Dec 6, 2022 Dependent | Jan 6, 2023 | PLD Prologis, Inc. | Buy | 69.81estimated | $114.60 | $1,001 – $15,000 | 8219318 PROLOGIS INC CMN |
Dec 6, 2022 Member | Jan 6, 2023 | — MAM-DADE CRIY FLA SCH SAD COPS 5 02/0123-CAFA | Buy | — | — | $50,001 – $100,000 | 8219318 MAM-DADE CRIY FLA SCH SAD COPS 5 02/0123-CAFA |
Dec 6, 2022 Spouse | Jan 6, 2023 | NET Cloudflare, Inc. Class A | Buy | 183.5estimated | $43.60 | $1,001 – $15,000 | 8219318 CLOUDFLARE, INC. CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | ESTC Elastic N.V. Ordinary Shares | Buy | 154.33estimated | $51.84 | $1,001 – $15,000 | 8219318 ELASTIC N.V. CMN |
Dec 6, 2022 Member | Jan 6, 2023 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | 281.14estimated | $28.46 | $1,001 – $15,000 | 8219318 P CROWDSTRIKE HOLDINGS, INC. CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | ZS Zscaler, Inc. | Buy | 68.99estimated | $115.97 | $1,001 – $15,000 | 8219318 ZSCALER, INC. CMN |
Dec 6, 2022 Member | Jan 6, 2023 | MRVL Marvell Technology, Inc. | Buy | 194.71estimated | $41.09 | $1,001 – $15,000 | 8219318 MARVELL TECHNOLOGY-INC. CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — SIGNATURE BANK (NEW YORK) CMIN | Buy | — | — | $1,001 – $15,000 | 8219318 SIGNATURE BANK (NEW YORK) CMIN |
Dec 6, 2022 Spouse | Jan 6, 2023 | NXPI NXP Semiconductors N.V. | Buy | 49.06estimated | $163.08 | $1,001 – $15,000 | 8219318 NXP SEMICONDUCTORS N.V. CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — ALBEMANLE CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ALBEMANLE CORP CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — INTL FLAVORS & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 8219318 INTL FLAVORS & FRAGRANCE CMN |
Dec 6, 2022 Member | Jan 6, 2023 | AMD Advanced Micro Devices, Inc. | Buy | 113.85estimated | $70.27 | $1,001 – $15,000 | 8219318 ADVANCED MICRO DEVICES, INC. CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — ALIGN TECHNOLOGY, ING CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ALIGN TECHNOLOGY, ING CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — MERCADOLERE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219318 MERCADOLERE, INC. CMN |
Dec 6, 2022 Member | Jan 6, 2023 | — FORTINET, INC OMN | Buy | — | — | $1,001 – $15,000 | 8219318 FORTINET, INC OMN |
Dec 6, 2022 Member | Jan 6, 2023 | — P LECOLA@ INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219318 P LECOLA@ INC. CMN |
Dec 6, 2022 Member | Jan 6, 2023 | T AT&T Inc. | Buy | 417.34estimated | $19.17 | $1,001 – $15,000 | 8219318 JAT&T INC. CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | — VERTEX PHARMACEUTICALS INCORPO CMN | Buy | — | — | $15,001 – $50,000 | 8219318 VERTEX PHARMACEUTICALS INCORPO CMN |
Dec 6, 2022 Spouse | Jan 6, 2023 | CRM Salesforce, Inc. | Buy | 243.87estimated | $133.27 | $15,001 – $50,000 | 8219318 SALESFORCE INC CMN |
Dec 6, 2022 Member | Jan 6, 2023 | — MARKEL CORPORATION HYBRID PERPETLAL USO | Buy | — | — | $1,001 – $15,000 | 8219318 MARKEL CORPORATION HYBRID PERPETLAL USO |
Dec 5, 2022 Dependent | Jan 6, 2023 | MA Mastercard Incorporated | Receive | 22.47estimated | $356.09 | $1,001 – $15,000 | 8219318 MASTERCARD INCORPORATED CMN |
Dec 5, 2022 Member | Jan 6, 2023 | — P ESTEE LAUDER COS IN EL-A CMN | Buy | — | — | $1,001 – $15,000 | 8219318 P ESTEE LAUDER COS IN EL-A CMN |
Dec 5, 2022 Member | Jan 6, 2023 | NVDA NVIDIA Corporation | Buy | 481.67estimated | $16.61 | $1,001 – $15,000 | 8219318 NVIDIA CORPORATION CMN |
Dec 5, 2022 Spouse | Jan 6, 2023 | KDP Keurig Dr Pepper Inc. | Buy | 210.76estimated | $37.96 | $1,001 – $15,000 | 8219318 KEURIG DR PEPPER INC CMN * |
Dec 5, 2022 Dependent | Jan 6, 2023 | V Visa Inc. | Buy | 37.44estimated | $213.68 | $1,001 – $15,000 | 8219318 VISA INC. CMN |
Dec 5, 2022 Spouse | Jan 6, 2023 | — MEDTRONIC PUBLIC LIMITEO COMPA CMN | Buy | — | — | $15,001 – $50,000 | 8219318 MEDTRONIC PUBLIC LIMITEO COMPA CMN |
Dec 5, 2022 Member | Jan 6, 2023 | SNOW Snowflake Inc. | Buy | 58.99estimated | $135.63 | $1,001 – $15,000 | 8219318 SNOWFLAKE INC. CMN |
Dec 5, 2022 Dependent | Jan 6, 2023 | AMZN Amazon.com, Inc. | Sell | 87.91estimated | $91.01 | $1,001 – $15,000 | 8219318 AMAZON.COM INC CMN |
Dec 5, 2022 Dependent | Jan 6, 2023 | — AOVANCED MICRO DEVICES. INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219318 AOVANCED MICRO DEVICES. INC. CMN |
Dec 5, 2022 Dependent | Jan 6, 2023 | DOCU DocuSign, Inc. | Buy | 188.51estimated | $42.44 | $1,001 – $15,000 | 8219318 DOCUSIGN, INC. CMN |
Dec 5, 2022 Dependent | Jan 6, 2023 | SNAP Snap Inc. Class A | Buy | 792.13estimated | $10.10 | $1,001 – $15,000 | 8219318 SNAP INC. CMN |
Dec 5, 2022 Dependent | Jan 6, 2023 | — SPOTFY TECHNOLOGY SA. CMN | Buy | — | — | $1,001 – $15,000 | 8219318 SPOTFY TECHNOLOGY SA. CMN |
Dec 5, 2022 Dependent | Jan 6, 2023 | — KKR & CD. INC. CMN x | Buy | — | — | $1,001 – $15,000 | 8219318 KKR & CD. INC. CMN x |
Dec 5, 2022 Dependent | Jan 6, 2023 | TEAM Atlassian Corporation Class A | Buy | 59.88estimated | $133.61 | $1,001 – $15,000 | 8219318 ATLASSIAN CORP CMN |
Dec 5, 2022 Member | Jan 6, 2023 | TMUS T-Mobile US, Inc. | Buy | 53.12estimated | $150.62 | $1,001 – $15,000 | 8219318 OC T-MOBILE US. INC. CMN |
Dec 5, 2022 Dependent | Jan 6, 2023 | SPGI S&P Global Inc. | Buy | 23.28estimated | $343.70 | $1,001 – $15,000 | 8219318 IS&P GLOBAL INC. CMN * |
Dec 5, 2022 Dependent | Jan 6, 2023 | — ABBOU LABORATORIES CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ABBOU LABORATORIES CMN |
Dec 5, 2022 Dependent | Jan 6, 2023 | AVGO Broadcom Inc. | Buy | 150.77estimated | $53.06 | $1,001 – $15,000 | 8219318 BROADCOM INC. CMN |
Dec 5, 2022 Member | Jan 6, 2023 | — DIVERTEX PHARMACEUTICAL5 INCORPO CMN | Buy | — | — | $1,001 – $15,000 | 8219318 DIVERTEX PHARMACEUTICAL5 INCORPO CMN |
Dec 5, 2022 Spouse | Jan 6, 2023 | — ALIGN TECHNOR OGY. INC CMN | Buy | — | — | $1,001 – $15,000 | 8219318 ALIGN TECHNOR OGY. INC CMN |
Dec 5, 2022 Dependent | Jan 6, 2023 | — CHIPOTLE MEXICAN GRILL. INC. EMN | Buy | — | — | $1,001 – $15,000 | 8219318 CHIPOTLE MEXICAN GRILL. INC. EMN |
Dec 5, 2022 Dependent | Jan 6, 2023 | — SALESFORCE INC OMIN | Buy | — | — | $1,001 – $15,000 | 8219318 SALESFORCE INC OMIN |
Dec 5, 2022 Member | Jan 6, 2023 | — P PAYPAL HOLDINGS, INC. CN | Buy | — | — | $1,001 – $15,000 | 8219318 P PAYPAL HOLDINGS, INC. CN |
Dec 5, 2022 Spouse | Jan 6, 2023 | TMO Thermo Fisher Scientific Inc | Buy | 14.36estimated | $557.21 | $1,001 – $15,000 | 8219318 THERMO FISHER SCIENTIFIC INC CMN x |
Dec 5, 2022 Spouse | Jan 6, 2023 | ADSK Autodesk, Inc. | Buy | 163.82estimated | $198.39 | $15,001 – $50,000 | 8219318 AUTODESK, INC. CMN |
Dec 5, 2022 Member | Jan 6, 2023 | CRM Salesforce, Inc. | Buy | 59.74estimated | $133.93 | $1,001 – $15,000 | 8219318 P . - SALESFORCE INC CMN |
Dec 5, 2022 Spouse | Jan 6, 2023 | MSFT Microsoft Corporation | Buy | 129.9estimated | $250.20 | $15,001 – $50,000 | 8219318 MICROSOFT CORPORATION CMN * |
Dec 5, 2022 Spouse | Jan 6, 2023 | — NETELIX, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219318 NETELIX, INC. CMN |
Dec 5, 2022 Member | Jan 6, 2023 | — AMALON COM LICCIMA | Buy | — | — | $15,001 – $50,000 | 8219318 AMALON COM LICCIMA |
Dec 3, 2022 Spouse | Dec 6, 2022 | — SEALED AIR CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SEALED AIR CORPORATION CMN |
Dec 2, 2022 Dependent | Jan 6, 2023 | ADBE Adobe Inc. | Buy | 23.43estimated | $341.53 | $1,001 – $15,000 | 8219318 ADOBE INC CMN |
Dec 2, 2022 Dependent | Jan 6, 2023 | — MORADANS CANELASSA | Sell | — | — | $1,001 – $15,000 | 8219318 MORADANS CANELASSA |
Dec 2, 2022 Spouse | Dec 6, 2022 | BKNG Booking Holdings Inc. | Buy | 95.91estimated | $83.42 | $1,001 – $15,000 | 8219288 BOOKING HOLDINGS INC. CMN |
Dec 2, 2022 Dependent | Dec 6, 2022 | URBN Urban Outfitters, Inc. | Buy | 270.93estimated | $29.53 | $1,001 – $15,000 | 8219288 (URBAN OUTFITTERS INC CMN |
Dec 2, 2022 Dependent | Dec 6, 2022 | EFX Equifax, Inc. | Buy | 39.73estimated | $201.38 | $1,001 – $15,000 | 8219288 EQUIFAX INC, CMN |
Nov 30, 2022 Spouse | Dec 6, 2022 | — ELANCO ANIMAL HEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ELANCO ANIMAL HEALTH INCORPORA CMN |
Nov 30, 2022 Spouse | Dec 6, 2022 | TMO Thermo Fisher Scientific Inc | Buy | 14.28estimated | $560.22 | $1,001 – $15,000 | 8219288 THERMO FISHER SCIENTIFIC INC CMN |
Nov 29, 2022 Member | Dec 6, 2022 | — LELANCO ANIMAL HEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219288 LELANCO ANIMAL HEALTH INCORPORA CMN |
Nov 28, 2022 Dependent | Dec 6, 2022 | KMX CarMax Inc | Buy | 122.03estimated | $65.56 | $1,001 – $15,000 | 8219288 CARMAX, INC. CMN |
Nov 28, 2022 Spouse | Dec 6, 2022 | KMX CarMax Inc | Buy | 122.03estimated | $65.56 | $1,001 – $15,000 | 8219288 CARMAX, INC. CMN |
Nov 28, 2022 Spouse | Dec 6, 2022 | — ISSEC TECHNOLOGIES HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ISSEC TECHNOLOGIES HOLDINGS, IN CMN |
Nov 22, 2022 Spouse | Dec 6, 2022 | — ELANCO ANIMAL HEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ELANCO ANIMAL HEALTH INCORPORA CMN |
Nov 21, 2022 Spouse | Dec 6, 2022 | — AT&T ING CMN | Buy | — | — | $1,001 – $15,000 | 8219288 AT&T ING CMN |
Nov 21, 2022 Spouse | Dec 6, 2022 | — SS&C TECHNOLOGIES HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SS&C TECHNOLOGIES HOLDINGS, IN CMN |
Nov 17, 2022 Spouse | Dec 6, 2022 | URBN Urban Outfitters, Inc. | Receive | 314.73estimated | $25.42 | $1,001 – $15,000 | 8219288 URBAN OUTFITTERS INC CMN |
Nov 17, 2022 Spouse | Dec 6, 2022 | — WESTINGHOUSE AIR BRAKE TECHNOL CMN | Buy | — | — | $1,001 – $15,000 | 8219288 WESTINGHOUSE AIR BRAKE TECHNOL CMN |
Nov 17, 2022 Spouse | Dec 6, 2022 | MRK Merck & Company, Inc. Common Stock (new) | Receive | 78.2estimated | $102.31 | $1,001 – $15,000 | 8219288 MERCK & CO., INC. CMN |
Nov 17, 2022 Dependent | Dec 6, 2022 | — S&C TECHNOLOGIES HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219288 S&C TECHNOLOGIES HOLDINGS, IN CMN |
Nov 17, 2022 Spouse | Dec 6, 2022 | — SS&C TECHNOLOGIES HOLDINGS, IN CMN * | Buy | — | — | $1,001 – $15,000 | 8219288 SS&C TECHNOLOGIES HOLDINGS, IN CMN * |
Nov 16, 2022 Spouse | Dec 6, 2022 | KMX CarMax Inc | Buy | 117.05estimated | $68.35 | $1,001 – $15,000 | 8219288 CARMAX, INC CMN |
Nov 16, 2022 Spouse | Dec 6, 2022 | — ELANCO ANIMAL HEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ELANCO ANIMAL HEALTH INCORPORA CMN |
Nov 16, 2022 Dependent | Dec 6, 2022 | KMX CarMax Inc | Buy | 117.05estimated | $68.35 | $1,001 – $15,000 | 8219288 CARMAX, INC. CMN |
Nov 15, 2022 Dependent | Dec 6, 2022 | — LINCOLN NATIONAL CORPORATION HYBRID PE | Buy | — | — | $1,001 – $15,000 | 8219288 LINCOLN NATIONAL CORPORATION HYBRID PE |
Nov 15, 2022 Spouse | Dec 6, 2022 | — URBAN OUTFITTERS ING CMN | Buy | — | — | $1,001 – $15,000 | 8219288 URBAN OUTFITTERS ING CMN |
Nov 15, 2022 Dependent | Dec 6, 2022 | — ELANCO ANIMAL HEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ELANCO ANIMAL HEALTH INCORPORA CMN |
Nov 15, 2022 Spouse | Dec 6, 2022 | — I$S&C TECHNOLOGIES HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219288 I$S&C TECHNOLOGIES HOLDINGS, IN CMN |
Nov 15, 2022 Spouse | Dec 6, 2022 | — ELANCO ANIMAL HEALTH INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ELANCO ANIMAL HEALTH INCORPORA CMN |
Nov 11, 2022 Spouse | Dec 6, 2022 | URBN Urban Outfitters, Inc. | Buy | 315.6estimated | $25.35 | $1,001 – $15,000 | 8219288 URBAN OUTFITTERS INC CMN |
Nov 10, 2022 Spouse | Dec 6, 2022 | GM General Motors Company | Buy | 201.32estimated | $39.74 | $1,001 – $15,000 | 8219288 GENERAL MOTORS COMPANY CMN |
Nov 10, 2022 Spouse | Dec 6, 2022 | — URBAN OUTFITTERS INC OMN | Buy | — | — | $1,001 – $15,000 | 8219288 URBAN OUTFITTERS INC OMN |
Nov 10, 2022 Dependent | Dec 6, 2022 | KKR KKR & Co. Inc. | Buy | 141.9estimated | $56.38 | $1,001 – $15,000 | 8219288 KKR & CO. INC CMN |
Nov 10, 2022 Spouse | Dec 6, 2022 | — ISS&C TECHNOLOGIES HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ISS&C TECHNOLOGIES HOLDINGS, IN CMN |
Nov 10, 2022 Dependent | Dec 6, 2022 | GM General Motors Company | Buy | 201.32estimated | $39.74 | $1,001 – $15,000 | 8219288 GENERAL MOTORS COMPANY CMN |
Nov 10, 2022 Dependent | Dec 6, 2022 | KKR KKR & Co. Inc. | Buy | 141.9estimated | $56.38 | $1,001 – $15,000 | 8219288 IKKR & CO. INC. CMN |
Nov 10, 2022 Dependent | Dec 6, 2022 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 AMERICAN INTL GROUP, INC. CMN |
Nov 9, 2022 Dependent | Dec 6, 2022 | — EDMOND OKLA PUB WKS AUTH SALES REV 4.0 | Buy | — | — | $1,001 – $15,000 | 8219288 EDMOND OKLA PUB WKS AUTH SALES REV 4.0 |
Nov 9, 2022 Dependent | Dec 6, 2022 | — THE TURNPIKE AUTH OF KENTUCKY REV 5.000€ | Buy | — | — | $1,001 – $15,000 | 8219288 THE TURNPIKE AUTH OF KENTUCKY REV 5.000€ |
Nov 9, 2022 Spouse | Dec 6, 2022 | CMCSA Comcast Corporation Class A | Buy | 271.51estimated | $29.47 | $1,001 – $15,000 | 8219288 COMCAST CORPORATION CMN |
Nov 8, 2022 Spouse | Dec 6, 2022 | KMX CarMax Inc | Buy | 123.52estimated | $64.77 | $1,001 – $15,000 | 8219288 CARMAX, INC. CMN |
Nov 8, 2022 Dependent | Dec 6, 2022 | KMX CarMax Inc | Buy | 123.52estimated | $64.77 | $1,001 – $15,000 | 8219288 CARMAX, INC. CMN |
Nov 7, 2022 Dependent | Dec 6, 2022 | KMX CarMax Inc | Buy | 123.79estimated | $64.63 | $1,001 – $15,000 | 8219288 (CARMAX, INC. CMN |
Nov 7, 2022 Spouse | Dec 6, 2022 | — FIRST REPUBLIC BANK CMN | Buy | — | — | $1,001 – $15,000 | 8219288 FIRST REPUBLIC BANK CMN |
Nov 7, 2022 Spouse | Dec 6, 2022 | KMX CarMax Inc | Buy | 123.79estimated | $64.63 | $1,001 – $15,000 | 8219288 CARMAX, INC. CMN |
Nov 7, 2022 Spouse | Dec 6, 2022 | — SS&CTECHNOLOGIES HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SS&CTECHNOLOGIES HOLDINGS, IN CMN |
Nov 7, 2022 Dependent | Dec 6, 2022 | — FIRST REPUBLIC BANK CMN | Buy | — | — | $1,001 – $15,000 | 8219288 FIRST REPUBLIC BANK CMN |
Nov 4, 2022 Dependent | Dec 6, 2022 | KMX CarMax Inc | Buy | 127.42estimated | $62.79 | $1,001 – $15,000 | 8219288 CARMAX, INC, CMN |
Nov 4, 2022 Spouse | Dec 6, 2022 | KMX CarMax Inc | Buy | 127.42estimated | $62.79 | $1,001 – $15,000 | 8219288 CARMAX, INC. CMN |
Nov 4, 2022 Spouse | Dec 6, 2022 | — CLARK CNTY NEV WTR RECLAMATION DB 5.004 | Buy | — | — | $1,001 – $15,000 | 8219288 CLARK CNTY NEV WTR RECLAMATION DB 5.004 |
Nov 4, 2022 Dependent | Dec 6, 2022 | PG Procter & Gamble Company (The) | Buy | 59.51estimated | $134.44 | $1,001 – $15,000 | 8219288 PROCTER & GAMBLE COMPANY THE) CMN |
Nov 4, 2022 Dependent | Dec 6, 2022 | APTV Aptiv PLC Ordinary Shares | Buy | 94.59estimated | $84.58 | $1,001 – $15,000 | 8219288 APTIV PLC CMN |
Nov 4, 2022 Dependent | Dec 6, 2022 | CVS CVS Health Corporation | Buy | 80.36estimated | $99.56 | $1,001 – $15,000 | 8219288 CVS HEALTH CORP CMN |
Nov 4, 2022 Dependent | Dec 6, 2022 | AAPL Apple Inc. | Buy | 57.82estimated | $138.38 | $1,001 – $15,000 | 8219288 APPLE INC. CMN |
Nov 4, 2022 Dependent | Dec 6, 2022 | NVDA NVIDIA Corporation | Buy | 565.17estimated | $14.16 | $1,001 – $15,000 | 8219288 INVIDIA CORPORATION CMN |
Nov 3, 2022 Dependent | Dec 6, 2023 | — MID-AMERICA AFT CMNTYS INC CMN | Buy | — | — | $1,001 – $15,000 | 8220067 MID-AMERICA AFT CMNTYS INC CMN |
Nov 3, 2022 Dependent | Dec 6, 2022 | KMX CarMax Inc | Buy | 126.19estimated | $63.40 | $1,001 – $15,000 | 8219288 CARMAX, INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ACI Albertsons Companies, Inc. Class A | Buy | 382.43estimated | $20.92 | $1,001 – $15,000 | 8219288 ALBERTSONS COMPANIES, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | XRAY DENTSPLY SIRONA Inc. | Buy | 298.19estimated | $26.83 | $1,001 – $15,000 | 8219288 DENTSPLY SIRONA INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | SEDG SolarEdge Technologies, Inc. | Buy | 35.57estimated | $224.95 | $1,001 – $15,000 | 8219288 SOLAREDGE TECHNOLOGIES, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | MKTX MarketAxess Holdings, Inc. | Buy | 34.96estimated | $228.87 | $1,001 – $15,000 | 8219288 MARKETAXESS HOLDINGS INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — CARLISLE COMPANIES INCORPORATE CMN | Buy | — | — | $1,001 – $15,000 | 8219288 CARLISLE COMPANIES INCORPORATE CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — KOHL'S CORP (WISCONSIN) CMN | Buy | — | — | $1,001 – $15,000 | 8219288 KOHL'S CORP (WISCONSIN) CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — CLOROX CO (THE) (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8219288 CLOROX CO (THE) (DELAWARE) CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — MORIZON THERAPEUTICS PLC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 MORIZON THERAPEUTICS PLC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | TYL Tyler Technologies, Inc. | Buy | 27.34estimated | $292.63 | $1,001 – $15,000 | 8219288 TYLER TECHNOLOGIES, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | EPAM EPAM Systems, Inc. | Buy | 26.58estimated | $301.01 | $1,001 – $15,000 | 8219288 EPAM SYSTEMS, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | CHTR Charter Communications, Inc. Class A Common Stock New | Buy | 23.24estimated | $344.25 | $1,001 – $15,000 | 8219288 CHARTER COMMUNICATIONS, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | VMC Vulcan Materials Company (Holding Company) | Buy | 47.33estimated | $169.04 | $1,001 – $15,000 | 8219288 VULCAN MATERIALS CO CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | FND Floor & Decor Holdings, Inc. | Buy | 118.26estimated | $67.65 | $1,001 – $15,000 | 8219288 FLOOR & DECOR HOLDINGS, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | CUBE CubeSmart Common Shares | Buy | 205.67estimated | $38.90 | $1,001 – $15,000 | 8219288 CUBESMART CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | KIM Kimco Realty Corporation (HC) | Buy | 385.57estimated | $20.75 | $1,001 – $15,000 | 8219288 KIMCO REALTY CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | AMCR Amcor plc Ordinary Shares | Buy | 148.57estimated | $53.85 | $1,001 – $15,000 | 8219288 AMCOR PLC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | GNRC Generac Holdlings Inc. | Buy | 78.91estimated | $101.39 | $1,001 – $15,000 | 8219288 GENERAC HOLDINGS INC CMN |
Nov 3, 2022 Member | Dec 6, 2022 | — LUBERTY GLOBAL, PLC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 LUBERTY GLOBAL, PLC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — WESTROCK COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219288 WESTROCK COMPANY CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | EFX Equifax, Inc. | Buy | 50.08estimated | $159.75 | $1,001 – $15,000 | 8219288 EQUIFAX INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — LIFE STORAGE INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 LIFE STORAGE INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — COOPER COMPANIES INCINEW CMN | Buy | — | — | $1,001 – $15,000 | 8219288 COOPER COMPANIES INCINEW CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | PLUG Plug Power, Inc. | Buy | 547.6estimated | $14.61 | $1,001 – $15,000 | 8219288 PLUG POWER INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | RRX Regal Rexnord Corporation | Buy | 71.24estimated | $112.30 | $1,001 – $15,000 | 8219288 REGAL REXNORD CORP CMN * |
Nov 3, 2022 Member | Dec 6, 2022 | FDX FedEx Corporation | Buy | 65.43estimated | $122.28 | $1,001 – $15,000 | 8219288 FEDEX CORPORATION CMN |
Nov 3, 2022 Member | Dec 6, 2022 | CCK Crown Holdings, Inc. | Buy | 108.58estimated | $73.68 | $1,001 – $15,000 | 8219288 P CROWN HOLDINGS INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ELS Equity Lifestyle Properties, Inc. | Buy | 129.98estimated | $61.55 | $1,001 – $15,000 | 8219288 EQUITY LIFESTYLE PROPERTIES, I CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ZBRA Zebra Technologies Corporation Class A | Buy | 35.19estimated | $227.32 | $1,001 – $15,000 | 8219288 ZEBRA TECHNOLOGIES INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | LAMR Lamar Advertising Company Class A | Buy | 89.19estimated | $89.70 | $1,001 – $15,000 | 8219288 LAMAR ADVERTISING COMPANY CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | STZ Constellation Brands, Inc. | Buy | 33.14estimated | $241.41 | $1,001 – $15,000 | 8219288 CONSTELLATION BRANDS INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | PINS Pinterest, Inc. Class A | Buy | 351.21estimated | $22.78 | $1,001 – $15,000 | 8219288 PINTEREST INC CMN |
Nov 3, 2022 Member | Dec 6, 2022 | VEEV Veeva Systems Inc. Class A | Buy | 47.86estimated | $167.15 | $1,001 – $15,000 | 8219288 P VEEVA SYSTEMS INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | MDB MongoDB, Inc. Class A | Buy | 50.89estimated | $157.22 | $1,001 – $15,000 | 8219288 MONGODB, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | TER Teradyne, Inc. | Buy | 99.89estimated | $80.09 | $1,001 – $15,000 | 8219288 TERADYNE INC CMN |
Nov 3, 2022 Member | Dec 6, 2022 | BAX Baxter International Inc. | Buy | 158.61estimated | $50.44 | $1,001 – $15,000 | 8219288 P.. ..BAXTER INTERNATIONAL INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | KEYS Keysight Technologies Inc. | Buy | 47.92estimated | $166.97 | $1,001 – $15,000 | 8219288 KEYSIGHT TECHNOLOGIES, INC, CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | TBBK The Bancorp Inc | Buy | 275.88estimated | $29.00 | $1,001 – $15,000 | 8219288 U.5. BANCORP CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | EMR Emerson Electric Company | Buy | 91.95estimated | $87.01 | $1,001 – $15,000 | 8219288 EMERSON ELECTRIC CO. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | BALL Ball Corporation | Buy | 156.78estimated | $51.03 | $1,001 – $15,000 | 8219288 BALL CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | WELL Welltower Inc. | Buy | 136.99estimated | $58.40 | $1,001 – $15,000 | 8219288 WELLTOWER INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | WDC Western Digital Corporation | Buy | 309.94estimated | $25.81 | $1,001 – $15,000 | 8219288 WESTERN DIGITAL CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — FLEETCOR TECHNOLOGIES, INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 FLEETCOR TECHNOLOGIES, INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | CTSH Cognizant Technology Solutions Corporation Class A | Buy | 153.97estimated | $51.96 | $1,001 – $15,000 | 8219288 COGNIZANT TECHNOLOGY SOLUTIONS CORP C |
Nov 3, 2022 Spouse | Dec 6, 2022 | — FIRST REPUBUC BANK CMN | Buy | — | — | $1,001 – $15,000 | 8219288 FIRST REPUBUC BANK CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | MOS Mosaic Company (The) | Buy | 163.81estimated | $48.84 | $1,001 – $15,000 | 8219288 MOSAIC COMPANY (THE) CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | KR Kroger Company (The) | Buy | 169.43estimated | $47.22 | $1,001 – $15,000 | 8219288 KROGER COMPANY CMN = |
Nov 3, 2022 Spouse | Dec 6, 2022 | PTC PTC Inc. | Buy | 64.95estimated | $123.17 | $1,001 – $15,000 | 8219288 PTC INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | Buy | 160.52estimated | $49.84 | $1,001 – $15,000 | 8219288 JIRON MOUNTAIN INCORPORATED CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — ILEAR COAPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ILEAR COAPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | SNA Snap-On Incorporated | Buy | 36.25estimated | $220.68 | $1,001 – $15,000 | 8219288 SNAP-ON INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | TEAM Atlassian Corporation Class A | Buy | 45.94estimated | $174.17 | $1,001 – $15,000 | 8219288 ATLASSIAN CORPORATION PLC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | EBAY eBay Inc. | Buy | 206.09estimated | $38.82 | $1,001 – $15,000 | 8219288 LEBAY INC, CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | WM Waste Management, Inc. | Buy | 50.92estimated | $157.13 | $1,001 – $15,000 | 8219288 IWASTE MANAGEMENT INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | OTIS Otis Worldwide Corporation Common Stock | Buy | 113.95estimated | $70.21 | $1,001 – $15,000 | 8219288 LOTIS WORLDWIDE CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | WBD WARNER BROS DISCOVERY INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 WARNER BROS DISCOVERY INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | CMG Chipotle Mexican Grill, Inc. | Buy | 287.4estimated | $27.84 | $1,001 – $15,000 | 8219288 CHIPOTLE MEXICAN GRILL INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | XYZ Block, Inc. Class A Common Stock, | Buy | 148.4estimated | $53.91 | $1,001 – $15,000 | 8219288 BLOCK, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — SVB FINANCIAL GROUP CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SVB FINANCIAL GROUP CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — SDUTHWEST AIRLINES CO CMIN | Buy | — | — | $1,001 – $15,000 | 8219288 SDUTHWEST AIRLINES CO CMIN |
Nov 3, 2022 Member | Dec 6, 2022 | NSC Norfolk Southern Corporation | Buy | 35.21estimated | $227.21 | $1,001 – $15,000 | 8219288 NORFOLK SOUTHERN CORP CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — WALGREENS BOOTS ALLANCE, ING. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 WALGREENS BOOTS ALLANCE, ING. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | RF Regions Financial Corporation | Buy | 363.82estimated | $21.99 | $1,001 – $15,000 | 8219288 REGIONS FINANCIAL CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | MTB M&T Bank Corporation | Buy | 48.73estimated | $164.19 | $1,001 – $15,000 | 8219288 M&T BANK CORPORATION CMN * |
Nov 3, 2022 Spouse | Dec 6, 2022 | SUI Sun Communities, Inc. | Buy | 62.39estimated | $128.23 | $1,001 – $15,000 | 8219288 SUN COMMUNITIES, INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | SNAP Snap Inc. Class A | Buy | 873.42estimated | $9.16 | $1,001 – $15,000 | 8219288 SNAP INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — MONOLITHIC POWER SYSTEMS, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8219288 MONOLITHIC POWER SYSTEMS, INC. OMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | BRO Brown & Brown, Inc. | Buy | 141.5estimated | $56.54 | $1,001 – $15,000 | 8219288 BROWN & BROWN INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — EQUINIX, INC. REIT * | Buy | — | — | $1,001 – $15,000 | 8219288 EQUINIX, INC. REIT * |
Nov 3, 2022 Spouse | Dec 6, 2022 | SWKS Skyworks Solutions, Inc. | Buy | 97.16estimated | $82.34 | $1,001 – $15,000 | 8219288 SKYWORKS SOLUTIONS, INC, CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — MSCH INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 MSCH INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | WDAY Workday, Inc. Class A | Buy | 57.06estimated | $140.22 | $1,001 – $15,000 | 8219288 WORKDAY, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — UBERTY MEDIA GROUP SERIES C LIBERTY MEDI | Buy | — | — | $1,001 – $15,000 | 8219288 UBERTY MEDIA GROUP SERIES C LIBERTY MEDI |
Nov 3, 2022 Spouse | Dec 6, 2022 | — FOX CORPORATION OMN CLASS B | Buy | — | — | $1,001 – $15,000 | 8219288 FOX CORPORATION OMN CLASS B |
Nov 3, 2022 Spouse | Dec 6, 2022 | ADSK Autodesk, Inc. | Buy | 41.19estimated | $194.22 | $1,001 – $15,000 | 8219288 AUTODESK, INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) | Buy | 102.82estimated | $77.81 | $1,001 – $15,000 | 8219288 LYONDELLBASELL INDUSTRIES N.V. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | LUMN Lumen Technologies, Inc. | Buy | 1,379.4estimated | $5.80 | $1,001 – $15,000 | 8219288 LUMEN TECHNOLOGIES INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — SBA COMMUNICATIONS CORPORATION MIN | Buy | — | — | $1,001 – $15,000 | 8219288 SBA COMMUNICATIONS CORPORATION MIN |
Nov 3, 2022 Spouse | Dec 6, 2022 | INVH Invitation Homes Inc. | Buy | 255.12estimated | $31.36 | $1,001 – $15,000 | 8219288 INVITATION HOMES INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | KLAC KLA Corporation | Buy | 254.44estimated | $31.44 | $1,001 – $15,000 | 8219288 KLA CORP CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — IMICROCHIP TECHNOLOGY INCORPORA MIN | Buy | — | — | $1,001 – $15,000 | 8219288 IMICROCHIP TECHNOLOGY INCORPORA MIN |
Nov 3, 2022 Spouse | Dec 6, 2022 | DOW Dow Inc. Common Stock | Buy | 172.09estimated | $46.49 | $1,001 – $15,000 | 8219288 DOW INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | CCL Carnival Corporation Ltd. Common Shares | Buy | 906.06estimated | $8.83 | $1,001 – $15,000 | 8219288 CARNIVAL CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | SNPS Synopsys, Inc. | Buy | 28.65estimated | $279.29 | $1,001 – $15,000 | 8219288 SYNOPSYS INC, CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — IAC INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 IAC INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | CDNS Cadence Design Systems, Inc. | Buy | 56estimated | $142.86 | $1,001 – $15,000 | 8219288 CADENCE DESIGN SYSTEMS INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — FOX CORPORATION GUN | Buy | — | — | $1,001 – $15,000 | 8219288 FOX CORPORATION GUN |
Nov 3, 2022 Spouse | Dec 6, 2022 | FCX Freeport-McMoRan, Inc. | Buy | 253.5estimated | $31.56 | $1,001 – $15,000 | 8219288 FREEPORT-MCMORAN INC CMN |
Nov 3, 2022 Member | Dec 6, 2022 | — P BECTON, DICKINSON ANO COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219288 P BECTON, DICKINSON ANO COMPANY CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — CME GROUP INC OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219288 CME GROUP INC OMN CLASS A |
Nov 3, 2022 Spouse | Dec 6, 2022 | MLM Martin Marietta Materials, Inc. | Buy | 24.13estimated | $331.54 | $1,001 – $15,000 | 8219288 MARTIN MARIETTA MATERIALS,INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ICE Intercontinental Exchange Inc. | Buy | 83.8estimated | $95.47 | $1,001 – $15,000 | 8219288 INTERCONTINENTAL EXCHANGE INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | DIS Walt Disney Company (The) | Buy | 80.61estimated | $99.25 | $1,001 – $15,000 | 8219288 WALT DISNEY COMPANY (THE) CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — AVALONBAY COMMUNITIES INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 AVALONBAY COMMUNITIES INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | TMO Thermo Fisher Scientific Inc | Buy | 16.43estimated | $486.94 | $1,001 – $15,000 | 8219288 THERMO FISHER SCIENTIFIC INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — MATCH GROUP, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8219288 MATCH GROUP, INC. CAN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — ACTIVISION BUZZARD, INC OMN | Buy | — | — | $1,001 – $15,000 | 8219288 ACTIVISION BUZZARD, INC OMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | INTC Intel Corporation | Buy | 292.1estimated | $27.39 | $1,001 – $15,000 | 8219288 INTEL CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ADI Analog Devices, Inc. | Buy | 57.97estimated | $138.02 | $1,001 – $15,000 | 8219288 ANALOG DEVICES, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | PFE Pfizer, Inc. | Buy | 171.8estimated | $46.57 | $1,001 – $15,000 | 8219288 PFIZER INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 PHILIP MORRIS INTL INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | V Visa Inc. | Buy | 41.08estimated | $194.75 | $1,001 – $15,000 | 8219288 VISA INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | TSLA Tesla, Inc. | Buy | 37.16estimated | $215.31 | $1,001 – $15,000 | 8219288 TESLA, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | AMZN Amazon.com, Inc. | Buy | 89.59estimated | $89.30 | $1,001 – $15,000 | 8219288 AMAZON.COM INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | AAPL Apple Inc. | Buy | 57.61estimated | $138.88 | $1,001 – $15,000 | 8219288 APPLE INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | MSFT Microsoft Corporation | Buy | 37.34estimated | $214.25 | $1,001 – $15,000 | 8219288 MICROSOFT CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — VENTAS, INC. CN | Buy | — | — | $1,001 – $15,000 | 8219288 VENTAS, INC. CN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — NEWELL BRANDS ING CMN | Buy | — | — | $1,001 – $15,000 | 8219288 NEWELL BRANDS ING CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | NET Cloudflare, Inc. Class A | Buy | 158.83estimated | $50.37 | $1,001 – $15,000 | 8219288 CLOUDFLARE, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | COHR Coherent Corp. | Buy | 252.86estimated | $31.64 | $1,001 – $15,000 | 8219288 COHERENT CORP CMN |
Nov 3, 2022 Member | Dec 6, 2022 | — SPRITHM CAPITAL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SPRITHM CAPITAL CORP CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ABNB Airbnb, Inc. Class A | Buy | 86.94estimated | $92.02 | $1,001 – $15,000 | 8219288 AIRBNB, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | PH Parker-Hannifin Corporation | Buy | 27.96estimated | $286.17 | $1,001 – $15,000 | 8219288 PARKER-HANNIFIN CORP. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ARE Alexandria Real Estate Equities, Inc. | Buy | 55.91estimated | $143.09 | $1,001 – $15,000 | 8219288 ALEXANDRIA REAL ESTATE EQUITIES, INC |
Nov 3, 2022 Spouse | Dec 6, 2022 | ENPH Enphase Energy, Inc. | Buy | 27.02estimated | $296.11 | $1,001 – $15,000 | 8219288 ENPHASE ENERGY, INC. CMN * |
Nov 3, 2022 Spouse | Dec 6, 2022 | HUBS HubSpot, Inc. | Buy | 28.72estimated | $278.56 | $1,001 – $15,000 | 8219288 HUBSPOT INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | CF CF Industries Holdings, Inc. | Buy | 76.02estimated | $105.24 | $1,001 – $15,000 | 8219288 CF INDUSTRIES HOLDINGS, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — MATTEL, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 MATTEL, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — ALTERYX, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ALTERYX, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | LVS Las Vegas Sands Corp. | Buy | 211.37estimated | $37.85 | $1,001 – $15,000 | 8219288 LAS VEGAS SANDS CORP. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — ADVANCED DRAIN SYS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ADVANCED DRAIN SYS INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ESTC Elastic N.V. Ordinary Shares | Buy | 138.51estimated | $57.76 | $1,001 – $15,000 | 8219288 ELASTIC.N.. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | HOG Harley-Davidson, Inc. | Buy | 179.22estimated | $44.64 | $1,001 – $15,000 | 8219288 HARLEY-DAVIDSON INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — EMC CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219288 EMC CORPORATION CMN |
Nov 3, 2022 Member | Dec 6, 2022 | BIO Bio-Rad Laboratories, Inc. Class A | Buy | 21.91estimated | $365.15 | $1,001 – $15,000 | 8219288 P BIO-RAD LABORATORIES, INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | FTNT Fortinet, Inc. | Buy | 174.19estimated | $45.93 | $1,001 – $15,000 | 8219288 FORTINET, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | MCK McKesson Corporation | Buy | 20.12estimated | $397.58 | $1,001 – $15,000 | 8219288 MCKESSON CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ULTA Ulta Beauty, Inc. | Buy | 19.25estimated | $415.64 | $1,001 – $15,000 | 8219288 ULTA BEAUTY INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — JONES LANG LASALLE INCORPORATE CMN | Buy | — | — | $1,001 – $15,000 | 8219288 JONES LANG LASALLE INCORPORATE CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — UNITED STATES STEEL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219288 UNITED STATES STEEL CORP CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | WST West Pharmaceutical Services, Inc. | Buy | 38.22estimated | $209.34 | $1,001 – $15,000 | 8219288 WEST PHARMACEUTICAL SERVICES INC |
Nov 3, 2022 Spouse | Dec 6, 2022 | — CATALENT, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 CATALENT, INC. CMN |
Nov 3, 2022 Member | Dec 6, 2022 | ABBV AbbVie Inc. | Buy | 55.4estimated | $144.42 | $1,001 – $15,000 | 8219288 P ABBVIE INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — CAPRI HOLDINGS LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8219288 CAPRI HOLDINGS LIMITED CMN |
Nov 3, 2022 Member | Dec 6, 2022 | — P TALCOA CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219288 P TALCOA CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | U Unity Software Inc. | Buy | 304.09estimated | $26.31 | $1,001 – $15,000 | 8219288 UNITY SOFTWARE INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | DD DuPont de Nemours, Inc. | Buy | 108.42estimated | $73.79 | $1,001 – $15,000 | 8219288 DUPONT DE NEMOURS INC CMN |
Nov 3, 2022 Member | Dec 6, 2022 | — P CHARGEPDINT HOLDINGS INC CMN * | Buy | — | — | $1,001 – $15,000 | 8219288 P CHARGEPDINT HOLDINGS INC CMN * |
Nov 3, 2022 Spouse | Dec 6, 2022 | CC Chemours Company (The) | Buy | 286.86estimated | $27.89 | $1,001 – $15,000 | 8219288 CHEMOURS COMPANY THE) CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — KILROY REALTY CORPORATION COMMON STO! X | Buy | — | — | $1,001 – $15,000 | 8219288 KILROY REALTY CORPORATION COMMON STO! X |
Nov 3, 2022 Spouse | Dec 6, 2022 | RIVN Rivian Automotive, Inc. Class A | Buy | 248.15estimated | $32.24 | $1,001 – $15,000 | 8219288 RIVIAN AUTOMOTIVE INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — PERKINELMER, INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 PERKINELMER, INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219288 CROWN CASTLE INTL CORP CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | EXPE Expedia Group, Inc. | Buy | 91.3estimated | $87.63 | $1,001 – $15,000 | 8219288 EXPEDIA GROUP INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — VMWARE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 VMWARE, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ALB Albemarle Corporation | Buy | 29.14estimated | $274.56 | $1,001 – $15,000 | 8219288 ALBEMARLE CORP CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | W Wayfair Inc. Class A | Buy | 213.57estimated | $37.46 | $1,001 – $15,000 | 8219288 WAYFAIR INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | PSA Public Storage | Buy | 28.92estimated | $276.67 | $1,001 – $15,000 | 8219288 PUBLIC STORAGE CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — CAOWDSTRIKE HOLDINGS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 CAOWDSTRIKE HOLDINGS, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8219288 CORNING INCORPORATED CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — BILLCOM HOLDINGS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 BILLCOM HOLDINGS, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | GWW W.W. Grainger, Inc. | Buy | 13.46estimated | $594.40 | $1,001 – $15,000 | 8219288 W.W. GRAINGER INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | TECH Bio-Techne Corp | Buy | 104.86estimated | $76.30 | $1,001 – $15,000 | 8219288 BIO TECHNE CORP CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | SNOW Snowflake Inc. | Buy | 53.17estimated | $150.47 | $1,001 – $15,000 | 8219288 SNOWFLAKE INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — LIABIL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 LIABIL INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ELECTRONIC ARTS CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | NUE Nucor Corporation | Buy | 62.13estimated | $128.77 | $1,001 – $15,000 | 8219288 NUCOR CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | CTVA Corteva, Inc. Common Stock | Buy | 642.31estimated | $12.46 | $1,001 – $15,000 | 8219288 CORTEVA, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ORCL Oracle Corporation | Buy | 106.63estimated | $75.03 | $1,001 – $15,000 | 8219288 ORACLE CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — D.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 D.R. HORTON, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ON ON Semiconductor Corporation | Buy | 135.17estimated | $59.19 | $1,001 – $15,000 | 8219288 ON SEMICONDUCTOR CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ZS Zscaler, Inc. | Buy | 61.04estimated | $131.07 | $1,001 – $15,000 | 8219288 ZSCALER, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | CHWY Chewy, Inc. Class A | Buy | 225.68estimated | $35.45 | $1,001 – $15,000 | 8219288 CHEWY INC CMN |
Nov 3, 2022 Dependent | Dec 6, 2022 | — DANAHER CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219288 DANAHER CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | STLD Steel Dynamics, Inc. | Buy | 87.39estimated | $91.55 | $1,001 – $15,000 | 8219288 STEEL DYNAMICS, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | MU Micron Technology, Inc. | Buy | 149.6estimated | $53.48 | $1,001 – $15,000 | 8219288 MICRON TECHNOLOGY, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | GPC Genuine Parts Company | Buy | 45.19estimated | $177.05 | $1,001 – $15,000 | 8219288 GENUINE PARTS CO. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | MSI Motorola Solutions, Inc. | Buy | 33.59estimated | $238.18 | $1,001 – $15,000 | 8219288 MOTOROLA SOLUTIONS INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — IPULTEGROUP INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 IPULTEGROUP INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | PANW Palo Alto Networks, Inc. | Buy | 106.89estimated | $74.85 | $1,001 – $15,000 | 8219288 PALO ALTO NETWORKS INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | DDOG Datadog, Inc. Class A | Buy | 106.66estimated | $75.01 | $1,001 – $15,000 | 8219288 DATADOG, INC CMN |
Nov 3, 2022 Member | Dec 6, 2022 | — SPLABIOMED, ING CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SPLABIOMED, ING CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | DASH DoorDash, Inc. Class A | Buy | 168.04estimated | $47.61 | $1,001 – $15,000 | 8219288 DOORDASH INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | LEN Lennar Corporation Class A | Buy | 105.39estimated | $75.91 | $1,001 – $15,000 | 8219288 LENNAR CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — BOSTON PROPERTIES, INC. COMMON STOCK * | Buy | — | — | $1,001 – $15,000 | 8219288 BOSTON PROPERTIES, INC. COMMON STOCK * |
Nov 3, 2022 Spouse | Dec 6, 2022 | AMD Advanced Micro Devices, Inc. | Buy | 133.1estimated | $60.11 | $1,001 – $15,000 | 8219288 ADVANCED MICRO DEVICES, INC. CMN * |
Nov 3, 2022 Spouse | Dec 6, 2022 | NTAP NetApp, Inc. | Buy | 118.28estimated | $67.64 | $1,001 – $15,000 | 8219288 NETAPP, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ANSYS, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | CSX CSX Corporation | Buy | 275.88estimated | $29.00 | $1,001 – $15,000 | 8219288 CSX CORPORATION CMN * |
Nov 3, 2022 Spouse | Dec 6, 2022 | CBRE CBRE Group Inc Common Stock Class A | Buy | 116.22estimated | $68.84 | $1,001 – $15,000 | 8219288 CBRE GROUP, INC. CMN |
Nov 3, 2022 Member | Dec 6, 2022 | — SPILKQ CORPORATION CON | Buy | — | — | $1,001 – $15,000 | 8219288 SPILKQ CORPORATION CON |
Nov 3, 2022 Spouse | Dec 6, 2022 | — ESTEE LAUDER COS INC CL-A CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ESTEE LAUDER COS INC CL-A CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | AXP American Express Company | Buy | 57.43estimated | $139.31 | $1,001 – $15,000 | 8219288 AMERICAN EXPRESS CO. CMN * |
Nov 3, 2022 Spouse | Dec 6, 2022 | — CHUBB LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8219288 CHUBB LIMITED CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | POOL Pool Corporation | Buy | 27.44estimated | $291.60 | $1,001 – $15,000 | 8219288 POOL CORP CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | MELI MercadoLibre, Inc. | Buy | 9.19estimated | $870.88 | $1,001 – $15,000 | 8219288 MERCADOLIBRE, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | DELL Dell Technologies Inc. Class C Common Stock | Buy | 214.2estimated | $37.35 | $1,001 – $15,000 | 8219288 DELL TECHNOLOGIES INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — SEAGATE TECHNOLOGY HOLDIN PLO CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SEAGATE TECHNOLOGY HOLDIN PLO CMN |
Nov 3, 2022 Member | Dec 6, 2022 | EXR Extra Space Storage Inc | Buy | 51.87estimated | $154.25 | $1,001 – $15,000 | 8219288 EXTRA SPACE STORAGE INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | MAR Marriott International Class A | Buy | 54.62estimated | $146.48 | $1,001 – $15,000 | 8219288 MARRIOTT INTERNATIONAL, INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — SSBCTECHNOLOGIES HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SSBCTECHNOLOGIES HOLDINGS, IN CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ROP Roper Technologies, Inc. | Buy | 20.12estimated | $397.72 | $1,001 – $15,000 | 8219288 ROPER TECHNOLOGIES INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | WY Weyerhaeuser Company | Buy | 272.22estimated | $29.39 | $1,001 – $15,000 | 8219288 WEYERHAEUSER COMPANY CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | BSX Boston Scientific Corporation | Buy | 192.64estimated | $41.53 | $1,001 – $15,000 | 8219288 BOSTON SCIENTIFIC CORP. COMMON STOCK |
Nov 3, 2022 Spouse | Dec 6, 2022 | — LIQYLA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 LIQYLA HOLDINGS INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8219288 EQUITY RESIDENTIAL CMN |
Nov 3, 2022 Member | Dec 6, 2022 | — SPAIR PRODUCTS & CHEMICALS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SPAIR PRODUCTS & CHEMICALS INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | SHW Sherwin-Williams Company (The) | Buy | 36.84estimated | $217.19 | $1,001 – $15,000 | 8219288 SHERWIN-WILLIAMS CO CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | AZO AutoZone, Inc. | Buy | 3.23estimated | $2,478 | $1,001 – $15,000 | 8219288 AUTOZONE, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | PRU Prudential Financial, Inc. | Buy | 78.57estimated | $101.83 | $1,001 – $15,000 | 8219288 PRUDENTIAL FINANCIAL INC CMN * |
Nov 3, 2022 Spouse | Dec 6, 2022 | — EDWARDS LIFESCIENCES CORPORATI CMN | Buy | — | — | $1,001 – $15,000 | 8219288 EDWARDS LIFESCIENCES CORPORATI CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ETSY Etsy, Inc. | Buy | 79.98estimated | $100.03 | $1,001 – $15,000 | 8219288 ETSY, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | GM General Motors Company | Buy | 207.75estimated | $38.51 | $1,001 – $15,000 | 8219288 GENERAL MOTORS COMPANY CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | HPE Hewlett Packard Enterprise Company | Buy | 579.75estimated | $13.80 | $1,001 – $15,000 | 8219288 HEWLETT PACKARD ENTERPRISE CO CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | NOW ServiceNow, Inc. | Buy | 103.75estimated | $77.11 | $1,001 – $15,000 | 8219288 SERVICENOW INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | APTV Aptiv PLC Ordinary Shares | Buy | 100.79estimated | $79.38 | $1,001 – $15,000 | 8219288 APTIV PLC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | AMAT Applied Materials, Inc. | Buy | 92.71estimated | $86.30 | $1,001 – $15,000 | 8219288 APPLIED MATERIALS INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — QUALCOMM INC CIN * | Buy | — | — | $1,001 – $15,000 | 8219288 QUALCOMM INC CIN * |
Nov 3, 2022 Spouse | Dec 6, 2022 | — ATTING CNN | Buy | — | — | $1,001 – $15,000 | 8219288 ATTING CNN |
Nov 3, 2022 Spouse | Dec 6, 2022 | VZ Verizon Communications Inc. | Buy | 215.36estimated | $37.15 | $1,001 – $15,000 | 8219288 VERIZON COMMUNICATIONS, INC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | AMT American Tower Corporation (REIT) | Buy | 39.74estimated | $201.33 | $1,001 – $15,000 | 8219288 AMERICAN TOWER CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — HPINC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 HPINC. CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | UNP Union Pacific Corporation | Buy | 41.41estimated | $193.19 | $1,001 – $15,000 | 8219288 UNION PACIFIC CORP. CMN * |
Nov 3, 2022 Spouse | Dec 6, 2022 | ADBE Adobe Inc. | Buy | 27.98estimated | $285.93 | $1,001 – $15,000 | 8219288 ADOBE INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8219288 CATERPILLAR INC (DELAWARE) CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | NKE Nike, Inc. | Buy | 88.5estimated | $90.40 | $1,001 – $15,000 | 8219288 NIKE CLASS-B CMN |
Nov 3, 2022 Member | Dec 6, 2022 | ABT Abbott Laboratories | Buy | 82.95estimated | $96.45 | $1,001 – $15,000 | 8219288 ABBOTT LABORATORIES CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — UNITED PARCEL SERVICE, INC CLASS B COMME | Buy | — | — | $1,001 – $15,000 | 8219288 UNITED PARCEL SERVICE, INC CLASS B COMME |
Nov 3, 2022 Spouse | Dec 6, 2022 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 182.45estimated | $43.85 | $1,001 – $15,000 | 8219288 CISCO SYSTEMS, INC, CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — SALESFORCE INC OMN | Buy | — | — | $1,001 – $15,000 | 8219288 SALESFORCE INC OMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | SPGI S&P Global Inc. | Buy | 26.36estimated | $303.47 | $1,001 – $15,000 | 8219288 S&P GLOBAL INC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | COST Costco Wholesale Corporation | Buy | 16.45estimated | $486.29 | $1,001 – $15,000 | 8219288 COSTCO WHOLESALE CORPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | META Meta Platforms, Inc. Class A | Buy | 89.98estimated | $88.91 | $1,001 – $15,000 | 8219288 META PLATFORMS INC-CLASS A CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 31.14estimated | $256.88 | $1,001 – $15,000 | 8219288 ACCENTURE PLC CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — INVIDIA COAPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219288 INVIDIA COAPORATION CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | BAC Bank of America Corporation | Buy | 222.92estimated | $35.89 | $1,001 – $15,000 | 8219288 BANK OF AMERICA CORP CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | — UPMORGAN CHASE & CO CMN | Buy | — | — | $1,001 – $15,000 | 8219288 UPMORGAN CHASE & CO CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | MA Mastercard Incorporated | Buy | 25.88estimated | $309.17 | $1,001 – $15,000 | 8219288 MASTERCARD INCORPORATED CMN |
Nov 3, 2022 Spouse | Dec 6, 2022 | GOOGL Alphabet Inc. Class A | Buy | 95.89estimated | $83.43 | $1,001 – $15,000 | 8219288 ALPHABET INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 29.37estimated | $272.45 | $1,001 – $15,000 | 8219288 ACCENTURE PLC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | MNST Monster Beverage Corporation | Buy | 348.95estimated | $22.93 | $1,001 – $15,000 | 8219288 MONSTER BEVERAGE CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | WMT Walmart Inc. | Buy | 170.53estimated | $46.92 | $1,001 – $15,000 | 8219288 WALMART INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — PURE STORAGE INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 PURE STORAGE INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | ENPH Enphase Energy, Inc. | Buy | 27.64estimated | $289.50 | $1,001 – $15,000 | 8219288 ENPHASE ENERGY, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CHPT ChargePoint Holdings, Inc. | Buy | 30.65estimated | $261.00 | $1,001 – $15,000 | 8219288 CHARGEPOINT HOLDINGS INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — DATADOG, ING CMN | Buy | — | — | $1,001 – $15,000 | 8219288 DATADOG, ING CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | GTM ZoomInfo Technologies Inc | Buy | 259.67estimated | $30.81 | $1,001 – $15,000 | 8219288 ZOOMINFO TECHNOLOGIES INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | FDX FedEx Corporation | Buy | 65.58estimated | $122.00 | $1,001 – $15,000 | 8219288 FEDEX CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | MDLZ Mondelez International, Inc. Class A | Buy | 127.84estimated | $62.58 | $1,001 – $15,000 | 8219288 (MONDELEZ INTERNATIONAL, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | JBL Jabil Inc. | Buy | 125.66estimated | $63.67 | $1,001 – $15,000 | 8219288 JABIL INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | FTNT Fortinet, Inc. | Buy | 150.3estimated | $53.23 | $1,001 – $15,000 | 8219288 FORTINET, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — ADVANCED DRAIN SYS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ADVANCED DRAIN SYS INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — GENUINE PARTS CD. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 GENUINE PARTS CD. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | PLUG Plug Power, Inc. | Buy | 543.51estimated | $14.72 | $1,001 – $15,000 | 8219288 PLUG POWER INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | Buy | 162.68estimated | $49.18 | $1,001 – $15,000 | 8219288 IRON MOUNTAIN INCORPORATED CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | HPE Hewlett Packard Enterprise Company | Buy | 571.46estimated | $14.00 | $1,001 – $15,000 | 8219288 HEWLETT PACKARD ENTERPRISE CO CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | KR Kroger Company (The) | Buy | 171.83estimated | $46.56 | $1,001 – $15,000 | 8219288 KROGER COMPANY CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — DOLLAR TREE STORES, INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 DOLLAR TREE STORES, INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | AZO AutoZone, Inc. | Buy | 3.23estimated | $2,479 | $1,001 – $15,000 | 8219288 AUTOZONE, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | WY Weyerhaeuser Company | Buy | 269.74estimated | $29.66 | $1,001 – $15,000 | 8219288 WEYERHAEUSER COMPANY CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — COLGATE-PALMOLIVE CO OMN | Buy | — | — | $1,001 – $15,000 | 8219288 COLGATE-PALMOLIVE CO OMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | POOL Pool Corporation | Buy | 27.09estimated | $295.30 | $1,001 – $15,000 | 8219288 POOL CORP CMN * |
Nov 2, 2022 Dependent | Dec 6, 2022 | ON ON Semiconductor Corporation | Buy | 133.1estimated | $60.11 | $1,001 – $15,000 | 8219288 ON SEMICONDUCTOR CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — SEAGATE TECHNOLOGY HOLDIN PLE CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SEAGATE TECHNOLOGY HOLDIN PLE CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | MTCH Match Group, Inc. | Buy | 174.91estimated | $45.74 | $1,001 – $15,000 | 8219288 MATCH GROUP, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | ABT Abbott Laboratories | Buy | 81.6estimated | $98.04 | $1,001 – $15,000 | 8219288 ABBOTT LABORATORIES CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — BOOKING HOLDINGS INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8219288 BOOKING HOLDINGS INC. CMIN |
Nov 2, 2022 Dependent | Dec 6, 2022 | SYY Sysco Corporation | Buy | 98.23estimated | $81.45 | $1,001 – $15,000 | 8219288 SYSCO CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | PFE Pfizer, Inc. | Buy | 169.97estimated | $47.07 | $1,001 – $15,000 | 8219288 PFIZER INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | F Ford Motor Company | Buy | 612.6estimated | $13.06 | $1,001 – $15,000 | 8219288 FORD MOTOR COMPANY CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | WDC Western Digital Corporation | Buy | 302.14estimated | $26.48 | $1,001 – $15,000 | 8219288 WESTERN DIGITAL CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | AXP American Express Company | Buy | 55.75estimated | $143.50 | $1,001 – $15,000 | 8219288 AMERICAN EXPRESS CO. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — APTIV PLO CMN | Buy | — | — | $1,001 – $15,000 | 8219288 APTIV PLO CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | NXPI NXP Semiconductors N.V. | Buy | 53.84estimated | $148.61 | $1,001 – $15,000 | 8219288 NXP SEMICONDUCTORS N.V. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | LEN Lennar Corporation Class A | Buy | 104.07estimated | $76.87 | $1,001 – $15,000 | 8219288 LENNAR CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — EDWARDS UIFESCIENCES CORPORATI CMN | Buy | — | — | $1,001 – $15,000 | 8219288 EDWARDS UIFESCIENCES CORPORATI CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | LOW Lowe's Companies, Inc. | Buy | 43.08estimated | $185.71 | $1,001 – $15,000 | 8219288 LOWES COMPANIES INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | SNPS Synopsys, Inc. | Buy | 28.46estimated | $281.11 | $1,001 – $15,000 | 8219288 SYNOPSYS INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — FIRST REPUBLIC BANK CMN | Buy | — | — | $1,001 – $15,000 | 8219288 FIRST REPUBLIC BANK CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — ESTEE LAUDER COS INC CL-A CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ESTEE LAUDER COS INC CL-A CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | DIS Walt Disney Company (The) | Buy | 78.57estimated | $101.82 | $1,001 – $15,000 | 8219288 WALT DISNEY COMPANY (THE) CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — LIVERIZON COMMUNICATIONS, INC, CMN | Buy | — | — | $1,001 – $15,000 | 8219288 LIVERIZON COMMUNICATIONS, INC, CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | MU Micron Technology, Inc. | Buy | 149.68estimated | $53.45 | $1,001 – $15,000 | 8219288 MICRON TECHNOLOGY, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — PHILIP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 PHILIP MORRIS INTL INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | ORCL Oracle Corporation | Buy | 106.5estimated | $75.12 | $1,001 – $15,000 | 8219288 ORACLE CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | SPGI S&P Global Inc. | Buy | 26.24estimated | $304.88 | $1,001 – $15,000 | 8219288 S&P GLOBAL INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | DE Deere & Company | Buy | 20.73estimated | $385.95 | $1,001 – $15,000 | 8219288 DEERE & COMPANY CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CMCSA Comcast Corporation Class A | Buy | 275.73estimated | $29.02 | $1,001 – $15,000 | 8219288 COMCAST CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | ADI Analog Devices, Inc. | Buy | 56.64estimated | $141.24 | $1,001 – $15,000 | 8219288 ANALOG DEVICES, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — ADDBE INC CMN x | Buy | — | — | $1,001 – $15,000 | 8219288 ADDBE INC CMN x |
Nov 2, 2022 Dependent | Dec 6, 2022 | T AT&T Inc. | Buy | 434.1estimated | $18.43 | $1,001 – $15,000 | 8219288 AT&T INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — MP INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 MP INC. CMN |
Nov 2, 2022 Spouse | Dec 6, 2022 | — SVB FINANCIAL GROUP CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SVB FINANCIAL GROUP CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | NOW ServiceNow, Inc. | Buy | 101.87estimated | $78.54 | $1,001 – $15,000 | 8219288 SERVICENOW INC CMN |
Nov 2, 2022 Spouse | Dec 6, 2022 | CMCSA Comcast Corporation Class A | Buy | 275.73estimated | $29.02 | $1,001 – $15,000 | 8219288 COMCAST CORPORATION CMN |
Nov 2, 2022 Spouse | Dec 6, 2022 | — FIDELITY NATL INFO SVOS INC CMIN | Buy | — | — | $1,001 – $15,000 | 8219288 FIDELITY NATL INFO SVOS INC CMIN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CRM Salesforce, Inc. | Buy | 53.33estimated | $150.01 | $1,001 – $15,000 | 8219288 SALESFORCE INC CMN |
Nov 2, 2022 Member | Dec 6, 2022 | — ARST REPUBLIG BANK CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ARST REPUBLIG BANK CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | PG Procter & Gamble Company (The) | Buy | 60.18estimated | $132.94 | $1,001 – $15,000 | 8219288 PROCTER & GAMBLE COMPANY (THE) CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | NKE Nike, Inc. | Buy | 88.6estimated | $90.30 | $1,001 – $15,000 | 8219288 NIKE CLASS-B CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | LIN Linde plc Ordinary Shares | Buy | — | — | $1,001 – $15,000 | 8219288 LINDE PLC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — CATERPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8219288 CATERPILLAR INC (DELAWARE) CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — UNITED PARCEL SERVICE, INC. CLASS B COMME | Buy | — | — | $1,001 – $15,000 | 8219288 UNITED PARCEL SERVICE, INC. CLASS B COMME |
Nov 2, 2022 Dependent | Dec 6, 2022 | PLD Prologis, Inc. | Buy | 74.95estimated | $106.74 | $1,001 – $15,000 | 8219288 PROLOGIS INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 179.5estimated | $44.57 | $1,001 – $15,000 | 8219288 CISCO SYSTEMS, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8219288 BERKSHIRE HATHAWAY INC. CLASS B |
Nov 2, 2022 Spouse | Dec 6, 2022 | — (URBAN OUTFITERS INC CMN | Receive | — | — | $1,001 – $15,000 | 8219288 (URBAN OUTFITERS INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — META PLATFORMS ING-CLASS A OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219288 META PLATFORMS ING-CLASS A OMN CLASS A |
Nov 2, 2022 Dependent | Dec 6, 2022 | — QUALCOMM INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 QUALCOMM INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — JUPMORGAN CHASE & CO CMN | Buy | — | — | $1,001 – $15,000 | 8219288 JUPMORGAN CHASE & CO CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219288 MC DONALDS CORP CMN |
Nov 2, 2022 Spouse | Dec 6, 2022 | BIIB Biogen Inc. | Buy | 28.74estimated | $278.37 | $1,001 – $15,000 | 8219288 BIOGEN INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | V Visa Inc. | Buy | 39.81estimated | $200.95 | $1,001 – $15,000 | 8219288 VISA INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — SVB FINANCIAL GROUP CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SVB FINANCIAL GROUP CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — FIDELITY NATL INFO SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 FIDELITY NATL INFO SVCS INC CMN |
Nov 2, 2022 Spouse | Dec 6, 2022 | ST Sensata Technologies Holding plc Ordinary Shares | Buy | 204.46estimated | $39.13 | $1,001 – $15,000 | 8219288 SENSATA TECHNOLOGIES HOLDING P CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CMCSA Comcast Corporation Class A | Buy | 275.73estimated | $29.02 | $1,001 – $15,000 | 8219288 COMCAST CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | ADSK Autodesk, Inc. | Buy | 40.13estimated | $199.38 | $1,001 – $15,000 | 8219288 AUTODESK, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — OKTA, INC. OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219288 OKTA, INC. OMN CLASS A |
Nov 2, 2022 Dependent | Dec 6, 2022 | — SVB FINANCIAL GROUP CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SVB FINANCIAL GROUP CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — FIRST REPUBLIC BANK CMN | Buy | — | — | $1,001 – $15,000 | 8219288 FIRST REPUBLIC BANK CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | IP International Paper Company | Buy | 244.51estimated | $32.72 | $1,001 – $15,000 | 8219288 JINTERNATIONAL PAPER CO. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | MKTX MarketAxess Holdings, Inc. | Buy | 34.47estimated | $232.09 | $1,001 – $15,000 | 8219288 MARKETAXESS HOLDINGS INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | SWKS Skyworks Solutions, Inc. | Buy | 95.94estimated | $83.39 | $1,001 – $15,000 | 8219288 SKYWORKS SOLUTIONS, INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CHH Choice Hotels International, Inc. | Buy | 63.12estimated | $126.76 | $1,001 – $15,000 | 8219288 CHOICE HOTELS INTERNATIONAL, I CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — BROWN FORMAN CORP CLE CMN | Buy | — | — | $1,001 – $15,000 | 8219288 BROWN FORMAN CORP CLE CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | NYT New York Times Company (The) | Buy | 255.69estimated | $31.29 | $1,001 – $15,000 | 8219288 INEW YORK TIMES CO.A CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | ARE Alexandria Real Estate Equities, Inc. | Buy | 56.19estimated | $142.38 | $1,001 – $15,000 | 8219288 ALEXANDRIA REAL ESTATE EQUITIES, INC |
Nov 2, 2022 Dependent | Dec 6, 2022 | — PUBUIC STORAGE CMN | Buy | — | — | $1,001 – $15,000 | 8219288 PUBUIC STORAGE CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — SIGNATURE BANK (NEW YORK) CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SIGNATURE BANK (NEW YORK) CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | WELL Welltower Inc. | Buy | 135.92estimated | $58.86 | $1,001 – $15,000 | 8219288 WELLTOWER INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | TER Teradyne, Inc. | Buy | 100.71estimated | $79.44 | $1,001 – $15,000 | 8219288 TERADYNE INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — WESTROCK COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8219288 WESTROCK COMPANY CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | BRO Brown & Brown, Inc. | Buy | 140.02estimated | $57.14 | $1,001 – $15,000 | 8219288 BROWN & BROWN, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | IR Ingersoll Rand Inc. | Buy | 163.11estimated | $49.05 | $1,001 – $15,000 | 8219288 INGERSOLL RAND INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CHD Church & Dwight Company, Inc. | Buy | 110.4estimated | $72.47 | $1,001 – $15,000 | 8219288 CHURCH & DWIGHT CO., INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | SIRI SiriusXM Holdings Inc. | Buy | — | — | $1,001 – $15,000 | 8219288 SIRIUS XM HOLDINGS INC CMN |
Nov 2, 2022 Member | Dec 6, 2022 | IDXX IDEXX Laboratories, Inc. | Buy | 21.47estimated | $372.64 | $1,001 – $15,000 | 8219288 IDEXX LABORATORIES CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8219288 CORNING INCORPORATED CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | BALL Ball Corporation | Buy | 167.2estimated | $47.85 | $1,001 – $15,000 | 8219288 BALL CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — COGNIZANT TECHNOLOGY SOLUTIONS CORPO | Buy | — | — | $1,001 – $15,000 | 8219288 COGNIZANT TECHNOLOGY SOLUTIONS CORPO |
Nov 2, 2022 Dependent | Dec 6, 2022 | LUV Southwest Airlines Company | Buy | 219.19estimated | $36.50 | $1,001 – $15,000 | 8219288 SOUTHWEST AIRLINES CO CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | MRNA Moderna, Inc. | Buy | 53.83estimated | $148.62 | $1,001 – $15,000 | 8219288 MODERNA, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | FOXA Fox Corporation Class A | Buy | 266.24estimated | $30.05 | $1,001 – $15,000 | 8219288 FOX CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — PULTEGROUP INC, CMN | Buy | — | — | $1,001 – $15,000 | 8219288 PULTEGROUP INC, CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | AVY Avery Dennison Corporation | Buy | 48.34estimated | $165.50 | $1,001 – $15,000 | 8219288 AVERY DENNISON CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CCL Carnival Corporation Ltd. Common Shares | Buy | 920.66estimated | $8.69 | $1,001 – $15,000 | 8219288 CARNIVAL CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | PPG PPG Industries, Inc. | Buy | 72.68estimated | $110.08 | $1,001 – $15,000 | 8219288 PPG INDUSTRIES, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | GWW W.W. Grainger, Inc. | Buy | 13.7estimated | $583.98 | $1,001 – $15,000 | 8219288 W.W. GRAINGER INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | BAX Baxter International Inc. | Buy | 154.06estimated | $51.93 | $1,001 – $15,000 | 8219288 BAXTER INTERNATIONAL INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CBRE CBRE Group Inc Common Stock Class A | Buy | 114.54estimated | $69.85 | $1,001 – $15,000 | 8219288 CBRE GROUP, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | MTB M&T Bank Corporation | Buy | 48.87estimated | $163.71 | $1,001 – $15,000 | 8219288 M&T BANK CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — INTL. FLAVORS & FRAGRANCE CIN | Buy | — | — | $1,001 – $15,000 | 8219288 INTL. FLAVORS & FRAGRANCE CIN |
Nov 2, 2022 Dependent | Dec 6, 2022 | TRU TransUnion | Buy | 147.72estimated | $54.16 | $1,001 – $15,000 | 8219288 TRANSUNION CMN * |
Nov 2, 2022 Dependent | Dec 6, 2022 | C Citigroup, Inc. | Buy | 175.64estimated | $45.55 | $1,001 – $15,000 | 8219288 CITIGROUP INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | NSC Norfolk Southern Corporation | Buy | 35.49estimated | $225.40 | $1,001 – $15,000 | 8219288 NORFOLK SOUTHERN CORP CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | AMD Advanced Micro Devices, Inc. | Buy | 136.46estimated | $58.63 | $1,001 – $15,000 | 8219288 ADVANCED MICRO DEVICES, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | AMT American Tower Corporation (REIT) | Buy | 38.99estimated | $205.19 | $1,001 – $15,000 | 8219288 AMERICAN TOWER CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CMG Chipotle Mexican Grill, Inc. | Buy | 284.11estimated | $28.16 | $1,001 – $15,000 | 8219288 CHIPOTLE MEXICAN GRILL, INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ANSYS, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | AMAT Applied Materials, Inc. | Buy | 91.16estimated | $87.76 | $1,001 – $15,000 | 8219288 APPLIED MATERIALS INC CMN * |
Nov 2, 2022 Dependent | Dec 6, 2022 | — MICROCHIP TECHNOLOGY INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219288 MICROCHIP TECHNOLOGY INCORPORA CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CSX CSX Corporation | Buy | 280.42estimated | $28.53 | $1,001 – $15,000 | 8219288 CSX CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | LUMN Lumen Technologies, Inc. | Buy | 1,134.82estimated | $7.05 | $1,001 – $15,000 | 8219288 LUMEN TECHNOLOGIES INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | CDNS Cadence Design Systems, Inc. | Buy | 55.14estimated | $145.09 | $1,001 – $15,000 | 8219288 CADENCE DESIGN SYSTEMS INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — MOODY'S CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8219288 MOODY'S CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — ELECTRONIC ARTS CMN | Buy | — | — | $1,001 – $15,000 | 8219288 ELECTRONIC ARTS CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | INVH Invitation Homes Inc. | Buy | 254.31estimated | $31.46 | $1,001 – $15,000 | 8219288 INVITATION HOMES INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — EQUINI, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8219288 EQUINI, INC. REIT |
Nov 2, 2022 Dependent | Dec 6, 2022 | FISV Fiserv, Inc. | Buy | 79.56estimated | $100.56 | $1,001 – $15,000 | 8219288 FISERV, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | HD Home Depot, Inc. (The) | Buy | 27.71estimated | $288.73 | $1,001 – $15,000 | 8219288 THE HOME DEPOT, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | DOW Dow Inc. Common Stock | Buy | 170.48estimated | $46.93 | $1,001 – $15,000 | 8219288 DOW INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | KLAC KLA Corporation | Buy | 256.08estimated | $31.24 | $1,001 – $15,000 | 8219288 IKLA CORP CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | KEY KeyCorp | Buy | 449.47estimated | $17.80 | $1,001 – $15,000 | 8219288 KEYCORP CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | SBAC SBA Communications Corporation Class A | Buy | 29.81estimated | $268.35 | $1,001 – $15,000 | 8219288 SBA COMMUNICATIONS CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | WM Waste Management, Inc. | Buy | 51.54estimated | $155.22 | $1,001 – $15,000 | 8219288 WASTE MANAGEMENT INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | TSLA Tesla, Inc. | Buy | 37.22estimated | $214.98 | $1,001 – $15,000 | 8219288 TESLA, INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | INTC Intel Corporation | Buy | 291.78estimated | $27.42 | $1,001 – $15,000 | 8219288 INTEL CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | UNP Union Pacific Corporation | Buy | 41.55estimated | $192.53 | $1,001 – $15,000 | 8219288 UNION PACIFIC CORP. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — AMAZON.COM IC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 AMAZON.COM IC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — APPLE INC. OMN | Buy | — | — | $1,001 – $15,000 | 8219288 APPLE INC. OMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — MICROSOFT CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8219288 MICROSOFT CORPORATION OMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | GOOGL Alphabet Inc. Class A | Buy | 91.99estimated | $86.97 | $1,001 – $15,000 | 8219288 ALPHABET INC CMN |
Nov 2, 2022 Member | Dec 6, 2022 | LCID Lucid Group, Inc. | Buy | 59.97estimated | $133.40 | $1,001 – $15,000 | 8219288 OC LUCID GROUP INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — MATTEL, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219288 MATTEL, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — WILLSCOT MOBILE MINI HOLDINGS CMN | Buy | — | — | $1,001 – $15,000 | 8219288 WILLSCOT MOBILE MINI HOLDINGS CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — TIX COMPANIES INC (NEW) CMN | Buy | — | — | $1,001 – $15,000 | 8219288 TIX COMPANIES INC (NEW) CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | DASH DoorDash, Inc. Class A | Buy | 177.32estimated | $45.12 | $1,001 – $15,000 | 8219288 DOORDASH INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | BLDR Builders FirstSource, Inc. | Buy | 138.63estimated | $57.71 | $1,001 – $15,000 | 8219288 BUILDERS FIRSTSOURCE, INC. CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — DUPONT DE NEMOURS INC CIMN | Buy | — | — | $1,001 – $15,000 | 8219288 DUPONT DE NEMOURS INC CIMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | — CLOUDFLARE, INC. CAN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219288 CLOUDFLARE, INC. CAN CLASS A |
Nov 2, 2022 Dependent | Dec 6, 2022 | DG Dollar General Corporation | Buy | 32.04estimated | $249.68 | $1,001 – $15,000 | 8219288 DOLLAR GENERAL CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | LKQ LKQ Corporation | Buy | 153.44estimated | $52.14 | $1,001 – $15,000 | 8219288 ILKQ CORPORATION CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | DELL Dell Technologies Inc. Class C Common Stock | Buy | 212.38estimated | $37.67 | $1,001 – $15,000 | 8219288 DELL TECHNOLOGIES INC CMN |
Nov 2, 2022 Dependent | Dec 6, 2022 | ALB Albemarle Corporation | Buy | 30.02estimated | $266.52 | $1,001 – $15,000 | 8219288 ALBEMARLE CORP CMN x |
Nov 1, 2022 Spouse | Dec 6, 2022 | — SVB FINANCIAL GROUP CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SVB FINANCIAL GROUP CMN |
Nov 1, 2022 Spouse | Dec 6, 2022 | CMCSA Comcast Corporation Class A | Buy | 270.05estimated | $29.63 | $1,001 – $15,000 | 8219288 COMCAST CORPORATION CMN |
Nov 1, 2022 Spouse | Dec 6, 2022 | — FIDELITY NATLINFO SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 FIDELITY NATLINFO SVCS INC CMN |
Nov 1, 2022 Spouse | Dec 6, 2022 | — FIRST REPUBLIC BANK OMN SERIES | Buy | — | — | $1,001 – $15,000 | 8219288 FIRST REPUBLIC BANK OMN SERIES |
Nov 1, 2022 Spouse | Dec 6, 2022 | MRK Merck & Company, Inc. Common Stock (new) | Receive | 80.2estimated | $99.76 | $1,001 – $15,000 | 8219288 MERCK & CO., INC CMN |
Nov 1, 2022 Dependent | Dec 6, 2022 | — FIRST REPUBLIC BANK CMN | Buy | — | — | $1,001 – $15,000 | 8219288 FIRST REPUBLIC BANK CMN |
Nov 1, 2022 Dependent | Dec 6, 2022 | — SVB FINANCIAL GROUP CMN | Buy | — | — | $1,001 – $15,000 | 8219288 SVB FINANCIAL GROUP CMN |
Nov 1, 2022 Dependent | Dec 6, 2022 | CMCSA Comcast Corporation Class A | Buy | 270.05estimated | $29.63 | $1,001 – $15,000 | 8219288 COMCAST CORPORATION CMN |
Nov 1, 2022 Dependent | Dec 6, 2022 | — FIDELITY NATLINFO SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8219288 FIDELITY NATLINFO SVCS INC CMN |
Nov 1, 2022 Dependent | Dec 6, 2022 | TMUS T-Mobile US, Inc. | Buy | 52.54estimated | $152.28 | $1,001 – $15,000 | 8219288 IT-MOBILE US, INC. CMN |
Oct 28, 2022 Spouse | Nov 10, 2022 | — SS&C TECHNOLOGIES HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219275 SS&C TECHNOLOGIES HOLDINGS, IN CMN |
Oct 28, 2022 Spouse | Nov 10, 2022 | — AMAZON, COM INC OMN | Buy | — | — | $1,001 – $15,000 | 8219275 AMAZON, COM INC OMN |
Oct 28, 2022 Spouse | Nov 10, 2022 | GOOGL Alphabet Inc. Class A | Buy | 83.09estimated | $96.29 | $1,001 – $15,000 | 8219275 ALPHABET INC, CMN |
Oct 28, 2022 Spouse | Nov 10, 2022 | URBN Urban Outfitters, Inc. | Buy | 324.17estimated | $24.68 | $1,001 – $15,000 | 8219275 URBAN OUTFITTERS INC CMN * |
Oct 27, 2022 Spouse | Nov 10, 2022 | META Meta Platforms, Inc. Class A | Buy | 81.69estimated | $97.94 | $1,001 – $15,000 | 8219275 META PLATFORMS INC-CLASS A CMN |
Oct 27, 2022 Member | Nov 10, 2022 | — P 12/09 2022 PUT/XSP @ 357 EXP | Buy | — | — | $1,001 – $15,000 | 8219275 P 12/09 2022 PUT/XSP @ 357 EXP |
Oct 26, 2022 Spouse | Nov 10, 2022 | — TECHNOL CMN | Buy | — | — | $1,001 – $15,000 | 8219275 TECHNOL CMN |
Oct 24, 2022 Member | Nov 10, 2022 | HCA HCA Healthcare, Inc. | Buy | 38.03estimated | $210.36 | $1,001 – $15,000 | 8219275 P HCA HEALTHCARE, INC CMN |
Oct 21, 2022 Spouse | Nov 10, 2022 | — HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219275 HOLDINGS, IN CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | — FIDELITY NATL INFO SVCS INC | Sell | — | — | $1,001 – $15,000 | 8219275 FIDELITY NATL INFO SVCS INC |
Oct 20, 2022 Spouse | Nov 10, 2022 | — CLASS A VOTING COMCAST CORPORATION CMN | Sell | — | — | $1,001 – $15,000 | 8219275 CLASS A VOTING COMCAST CORPORATION CMN |
Oct 20, 2022 Member | Nov 10, 2022 | WM Waste Management, Inc. | Sell | 0estimated | $159.28 | $1,001 – $15,000 | 8219275 P WASTE MANAGEMENT INC CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | SHW Sherwin-Williams Company (The) | Buy | 39.76estimated | $201.22 | $1,001 – $15,000 | 8219275 SHERWIN-WILLIAMS CO CMN * |
Oct 20, 2022 Spouse | Nov 10, 2022 | — MARTIN MARIETTA MATERIALS, ING CMN * | Buy | — | — | $1,001 – $15,000 | 8219275 MARTIN MARIETTA MATERIALS, ING CMN * |
Oct 20, 2022 Spouse | Nov 10, 2022 | — CORPORATION CN SBA COMMUNICATIONS | Buy | — | — | $1,001 – $15,000 | 8219275 CORPORATION CN SBA COMMUNICATIONS |
Oct 20, 2022 Spouse | Nov 10, 2022 | — SVB FINANCIAL GROUP CMN | Buy | — | — | $1,001 – $15,000 | 8219275 SVB FINANCIAL GROUP CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | — VF CORP CMN | Buy | — | — | $1,001 – $15,000 | 8219275 VF CORP CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | — VERIZON COMMUNICATIONS, LINC. CMN | Buy | — | — | $1,001 – $15,000 | 8219275 VERIZON COMMUNICATIONS, LINC. CMN |
Oct 20, 2022 Member | Nov 10, 2022 | TTWO Take-Two Interactive Software, Inc. | Buy | 64.58estimated | $123.89 | $1,001 – $15,000 | 8219275 P SOFTWARE INC TAKE TWO INTERACTIVE |
Oct 20, 2022 Spouse | Nov 10, 2022 | BWA BorgWarner Inc. | Buy | 266.55estimated | $30.02 | $1,001 – $15,000 | 8219275 BORGWARNER INC. CMN |
Oct 20, 2022 Member | Nov 10, 2022 | — P COMPA CMN | Buy | — | — | $1,001 – $15,000 | 8219275 P COMPA CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | BDX Becton, Dickinson and Company | Buy | 44.91estimated | $178.14 | $1,001 – $15,000 | 8219275 BECTON, DICKINSON AND COMPANY CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | NDAQ Nasdaq, Inc. | Buy | 140.75estimated | $56.84 | $1,001 – $15,000 | 8219275 NASDAQ INC. CMN |
Oct 20, 2022 Member | Nov 10, 2022 | — P HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219275 P HOLDINGS, IN CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | V Visa Inc. | Buy | 42.73estimated | $187.22 | $1,001 – $15,000 | 8219275 VISA INC. CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | UNP Union Pacific Corporation | Buy | 42.91estimated | $186.45 | $1,001 – $15,000 | 8219275 UNION PACIFIC CORP. CMN |
Oct 20, 2022 Member | Nov 10, 2022 | CARR Carrier Global Corporation Common Stock | Buy | 234.89estimated | $34.06 | $1,001 – $15,000 | 8219275 P | CARRIER GLOBAL CORPORATION CMN |
Oct 20, 2022 Member | Nov 10, 2022 | — P HONEYWELL INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219275 P HONEYWELL INTL INC CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | WFC Wells Fargo & Company | Buy | 183.29estimated | $43.65 | $1,001 – $15,000 | 8219275 WELLS FARGO & CO (NEW) CMN * |
Oct 20, 2022 Spouse | Nov 10, 2022 | — BOOKING HOLDINGS INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8219275 BOOKING HOLDINGS INC. CMIN |
Oct 20, 2022 Spouse | Nov 10, 2022 | HCA HCA Healthcare, Inc. | Buy | 38.35estimated | $208.61 | $1,001 – $15,000 | 8219275 HCA HEALTHCARE, INC CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | HUM Humana Inc. | Receive | 15.83estimated | $505.35 | $1,001 – $15,000 | 8219275 HUMANA INC, CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | TFC Truist Financial Corporation | Buy | 197.93estimated | $40.42 | $1,001 – $15,000 | 8219275 TRUIST FINANCIAL CORPORATION CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | GM General Motors Company | Buy | 239.25estimated | $33.44 | $1,001 – $15,000 | 8219275 GENERAL MOTORS COMPANY CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | HD Home Depot, Inc. (The) | Buy | 29.69estimated | $269.46 | $1,001 – $15,000 | 8219275 THE HOME DEPOT, INC. CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | PH Parker-Hannifin Corporation | Buy | 30.78estimated | $259.91 | $1,001 – $15,000 | 8219275 PARKER-HANNIFIN CORP. CMN * |
Oct 20, 2022 Spouse | Nov 10, 2022 | AMZN Amazon.com, Inc. | Buy | 69.42estimated | $115.25 | $1,001 – $15,000 | 8219275 AMAZON COM INC CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | — NVRINGCMN | Buy | — | — | $1,001 – $15,000 | 8219275 NVRINGCMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | — CMNI MICROSOFT CORPORATION | Buy | — | — | $1,001 – $15,000 | 8219275 CMNI MICROSOFT CORPORATION |
Oct 20, 2022 Spouse | Nov 10, 2022 | KKR KKR & Co. Inc. | Buy | 178.15estimated | $44.91 | $1,001 – $15,000 | 8219275 KKR & CO. INC. CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | TXN Texas Instruments Incorporated | Buy | 52.05estimated | $153.72 | $1,001 – $15,000 | 8219275 TEXAS INSTRUMENTS INC. CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | BAC Bank of America Corporation | Buy | 237.4estimated | $33.70 | $1,001 – $15,000 | 8219275 BANK OF AMERICA CORP CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | ALGN Align Technology, Inc. | Buy | 40.35estimated | $198.28 | $1,001 – $15,000 | 8219275 ALIGN TECHNOLOGY, INC CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | DOCU DocuSign, Inc. | Buy | 171.46estimated | $46.66 | $1,001 – $15,000 | 8219275 DOCUSIGN, INC. CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | ZTS Zoetis Inc. Class A | Buy | 55.39estimated | $144.43 | $1,001 – $15,000 | 8219275 ZOETIS INC. CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | IT Gartner, Inc. | Buy | 28.52estimated | $280.55 | $1,001 – $15,000 | 8219275 GARTNER, INC CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | ILMN Illumina, Inc. | Buy | 39.05estimated | $204.85 | $1,001 – $15,000 | 8219275 ILLUMINA, INC CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | PYPL PayPal Holdings, Inc. | Buy | 94.37estimated | $84.78 | $1,001 – $15,000 | 8219275 PAYPAL HOLDINGS, INC, CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | — JABBOTT LABORATORES OMN * | Buy | — | — | $1,001 – $15,000 | 8219275 JABBOTT LABORATORES OMN * |
Oct 20, 2022 Spouse | Nov 10, 2022 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 30.56estimated | $261.78 | $1,001 – $15,000 | 8219275 ACCENTURE PLC CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | V Visa Inc. | Buy | 42.73estimated | $187.22 | $1,001 – $15,000 | 8219275 IVISA INC, CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | — AIRBNE, INC. CAN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219275 AIRBNE, INC. CAN CLASS A |
Oct 20, 2022 Spouse | Nov 10, 2022 | ADSK Autodesk, Inc. | Buy | 40.44estimated | $197.83 | $1,001 – $15,000 | 8219275 AUTODESK, INC. CMN |
Oct 20, 2022 Member | Nov 10, 2022 | MA Mastercard Incorporated | Buy | 27estimated | $296.28 | $1,001 – $15,000 | 8219275 P MASTERCARD INCORPORATED CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | NOW ServiceNow, Inc. | Buy | 112.28estimated | $71.25 | $1,001 – $15,000 | 8219275 SERVICENOW INC CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | META Meta Platforms, Inc. Class A | Buy | 60.83estimated | $131.53 | $1,001 – $15,000 | 8219275 META PLATFORMS INC-CLASS A CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | — SALESFORCE INC CNN | Buy | — | — | $1,001 – $15,000 | 8219275 SALESFORCE INC CNN |
Oct 20, 2022 Spouse | Nov 10, 2022 | ADBE Adobe Inc. | Buy | 26.46estimated | $302.38 | $1,001 – $15,000 | 8219275 ADOBE INC CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | — NETFLIX, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8219275 NETFLIX, INC. OMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | GOOGL Alphabet Inc. Class A | Buy | 80.03estimated | $99.97 | $1,001 – $15,000 | 8219275 ALPHABET INC. CMN |
Oct 20, 2022 Spouse | Nov 10, 2022 | AMZN Amazon.com, Inc. | Buy | 69.42estimated | $115.25 | $1,001 – $15,000 | 8219275 AMAZON.COM INC CMN |
Oct 19, 2022 Spouse | Nov 10, 2022 | — SS&CTECHNOLOG ES HOLDINGS, IN CMN | Buy | — | — | $1,001 – $15,000 | 8219275 SS&CTECHNOLOG ES HOLDINGS, IN CMN |
Oct 19, 2022 Spouse | Nov 10, 2022 | — J MESA ARIZ UTIL SYS REV REV | Buy | — | — | $1,001 – $15,000 | 8219275 J MESA ARIZ UTIL SYS REV REV |
Oct 17, 2022 Spouse | Nov 10, 2022 | T AT&T Inc. | Buy | 522.57estimated | $15.31 | $1,001 – $15,000 | 8219275 AT&T INC. CMN |
Oct 17, 2022 Spouse | Nov 10, 2022 | — TECHNOL CMN | Buy | — | — | $1,001 – $15,000 | 8219275 TECHNOL CMN |
Oct 17, 2022 Spouse | Nov 10, 2022 | FDX FedEx Corporation | Buy | 64.57estimated | $123.91 | $1,001 – $15,000 | 8219275 FEDEX CORPORATION CMN |
Oct 17, 2022 Spouse | Nov 10, 2022 | — HOLDINGS IN CMN | Buy | — | — | $1,001 – $15,000 | 8219275 HOLDINGS IN CMN |
Oct 13, 2022 Spouse | Nov 10, 2022 | — SENSATA TECHNOLDGIES HOLDING P OMN | Buy | — | — | $1,001 – $15,000 | 8219275 SENSATA TECHNOLDGIES HOLDING P OMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | ALGN Align Technology, Inc. | Buy | 38.38estimated | $208.45 | $1,001 – $15,000 | 8219275 ALIGN TECHNOLOGY, INC CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | — DOCUSIGN, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8219275 DOCUSIGN, INC. CMIN |
Oct 11, 2022 Spouse | Nov 10, 2022 | NKE Nike, Inc. | Buy | 90.93estimated | $87.99 | $1,001 – $15,000 | 8219275 INIKE CLASS-B CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | ZTS Zoetis Inc. Class A | Buy | 54.7estimated | $146.25 | $1,001 – $15,000 | 8219275 ZOETIS INC. CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | IT Gartner, Inc. | Buy | 27.66estimated | $289.24 | $1,001 – $15,000 | 8219275 GARTNER, INC. CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | ILMN Illumina, Inc. | Buy | 40.91estimated | $195.55 | $1,001 – $15,000 | 8219275 ILLUMINA, INC CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | PYPL PayPal Holdings, Inc. | Buy | 96.29estimated | $83.09 | $1,001 – $15,000 | 8219275 PAYPAL HOLDINGS, INC, CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 31.63estimated | $252.98 | $1,001 – $15,000 | 8219275 ACCENTURE PLC CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | V Visa Inc. | Buy | 44.66estimated | $179.14 | $1,001 – $15,000 | 8219275 VISA INC. CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | ABNB Airbnb, Inc. Class A | Buy | 74.9estimated | $106.82 | $1,001 – $15,000 | 8219275 AIRBNB, INC. CMN |
Oct 11, 2022 Member | Nov 10, 2022 | ABT Abbott Laboratories | Buy | 78.63estimated | $101.75 | $1,001 – $15,000 | 8219275 P ABBOTT LABORATORIES CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | MA Mastercard Incorporated | Buy | 27.97estimated | $286.05 | $1,001 – $15,000 | 8219275 MASTERCARD INCORPORATED CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | ADSK Autodesk, Inc. | Buy | 41.88estimated | $191.03 | $1,001 – $15,000 | 8219275 AUTODESK, INC CMN |
Oct 11, 2022 Member | Nov 10, 2022 | CRM Salesforce, Inc. | Buy | 56.12estimated | $142.57 | $1,001 – $15,000 | 8219275 SALESFORCE INC CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | — NETFUK, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219275 NETFUK, INC. CMN |
Oct 11, 2022 Member | Nov 10, 2022 | — SERVICENOW INC CN | Buy | — | — | $1,001 – $15,000 | 8219275 SERVICENOW INC CN |
Oct 11, 2022 Spouse | Nov 10, 2022 | ADBE Adobe Inc. | Buy | 28.09estimated | $284.83 | $1,001 – $15,000 | 8219275 JADOBE INC CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | MSFT Microsoft Corporation | Buy | 35.49estimated | $225.41 | $1,001 – $15,000 | 8219275 MICROSOFT CORPORATION |
Oct 11, 2022 Spouse | Nov 10, 2022 | GOOGL Alphabet Inc. Class A | Buy | 82.33estimated | $97.18 | $1,001 – $15,000 | 8219275 ALPHABET INC. CMN |
Oct 11, 2022 Spouse | Nov 10, 2022 | AMZN Amazon.com, Inc. | Buy | 71.3estimated | $112.21 | $1,001 – $15,000 | 8219275 LAMAZON,COM INC CMN |
Oct 10, 2022 Spouse | Nov 10, 2022 | — CLASS A VOTING | Sell | — | — | $1,001 – $15,000 | 8219275 CLASS A VOTING |
Oct 10, 2022 Spouse | Nov 10, 2022 | GM General Motors Company | Buy | 247.77estimated | $32.29 | $1,001 – $15,000 | 8219275 (GENERAL MOTORS COMPANY CMN |
Oct 7, 2022 Spouse | Nov 10, 2022 | — FIDELITY NATL INFO SVCS INC CMN | Sell | — | — | $1,001 – $15,000 | 8219275 FIDELITY NATL INFO SVCS INC CMN |
Oct 7, 2022 Spouse | Nov 10, 2022 | — CLASS A VOTING COMCAST CORPORATION CMN | Sell | — | — | $1,001 – $15,000 | 8219275 CLASS A VOTING COMCAST CORPORATION CMN |
Oct 7, 2022 Spouse | Nov 10, 2022 | VZ Verizon Communications Inc. | Buy | 217.11estimated | $36.85 | $1,001 – $15,000 | 8219275 VERIZON COMMUNICATIONS, INC. CMN |
Oct 5, 2022 Spouse | Nov 10, 2022 | — ILLUMINA, INC CHAN | Buy | — | — | $1,001 – $15,000 | 8219275 ILLUMINA, INC CHAN |
Oct 5, 2022 Spouse | Nov 10, 2022 | NOW ServiceNow, Inc. | Buy | 95.11estimated | $84.12 | $1,001 – $15,000 | 8219275 SERVICENOW INC CMN |
Oct 4, 2022 Spouse | Nov 10, 2022 | FDX FedEx Corporation | Buy | 63.7estimated | $125.60 | $1,001 – $15,000 | 8219275 FEDEX CORPORATION CMN |
Oct 3, 2022 Spouse | Nov 10, 2022 | V Visa Inc. | Buy | 44.04estimated | $181.65 | $1,001 – $15,000 | 8219275 IVISA INC. CMN |
Oct 3, 2022 Spouse | Nov 10, 2022 | CRM Salesforce, Inc. | Buy | 54.09estimated | $147.90 | $1,001 – $15,000 | 8219275 SALESFORCE INC CMN |
Oct 2, 2022 Member | Oct 7, 2022 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $15,001 – $50,000 | 8219242 BERKSHIRE HATHAWAY INC, CLASS B |
Oct 1, 2022 Dependent | Nov 10, 2022 | — TIGER GLOBAL CROSSOVER LACCESS LLE CLASS AI SERVES 2 | Buy | — | — | $1,001 – $15,000 | 8219275 TIGER GLOBAL CROSSOVER LACCESS LLE CLASS AI SERVES 2 |
Sep 29, 2022 Dependent | Oct 7, 2022 | — OLD DOMINION PLIGHT UNE, INCONN | Buy | — | — | $1,001 – $15,000 | 8219242 OLD DOMINION PLIGHT UNE, INCONN |
Sep 29, 2022 Spouse | Oct 7, 2022 | — VISA SUC CHAN CLASS A | Buy | — | — | $15,001 – $50,000 | 8219242 VISA SUC CHAN CLASS A |
Sep 29, 2022 Dependent | Oct 7, 2022 | — ZOETS INC. OMN CLASS A | Sell | — | — | $15,001 – $50,000 | 8219242 ZOETS INC. OMN CLASS A |
Sep 23, 2022 Dependent | Oct 7, 2022 | AMAT Applied Materials, Inc. | Buy | 889.79estimated | $84.29 | $50,001 – $100,000 | 8219242 APPLIED MATERIALS INC CMN |
Sep 22, 2022 Dependent | Oct 7, 2022 | — WALT DIGNEY COMPANY (THE OMN | Buy | — | — | $1,001 – $15,000 | 8219242 WALT DIGNEY COMPANY (THE OMN |
Sep 20, 2022 Member | Oct 7, 2022 | — C ECOLAB INC OMN | Buy | — | — | $15,001 – $50,000 | 8219242 C ECOLAB INC OMN |
Sep 8, 2022 Member | Oct 7, 2022 | — DUPONT DE NEMOURS ING OMN • | Receive | — | — | $1,001 – $15,000 | 8219242 DUPONT DE NEMOURS ING OMN • |
Sep 6, 2022 Member | Oct 7, 2022 | — ADOBE INCOMIN | Buy | — | — | $1,001 – $15,000 | 8219242 ADOBE INCOMIN |
Aug 24, 2022 Member | Sep 8, 2022 | — SPICLOUDFLARE INC, CVIN CLASSA | Buy | — | — | $1,001 – $15,000 | 8219207 SPICLOUDFLARE INC, CVIN CLASSA |
Aug 23, 2022 Member | Sep 8, 2022 | — S ADELITY NATIONAL FINANCIAL, I CMN | Sell | — | — | $1,001 – $15,000 | 8219207 S ADELITY NATIONAL FINANCIAL, I CMN |
Aug 23, 2022 Member | Sep 8, 2022 | KEY KeyCorp | Sell | 403.66estimated | $18.77 | $1,001 – $15,000 | 8219207 P KEYCORP CMN |
Aug 23, 2022 Spouse | Sep 8, 2022 | — LIBERTY GLOBAL, PL. CMN | Buy | — | — | $1,001 – $15,000 | 8219207 LIBERTY GLOBAL, PL. CMN |
Aug 23, 2022 Spouse | Sep 8, 2022 | CBRE CBRE Group Inc Common Stock Class A | Buy | 98.52estimated | $81.21 | $1,001 – $15,000 | 8219207 CBRE GROUP, INC, CMN |
Aug 23, 2022 Spouse | Sep 8, 2022 | — KROGER COMPANY OMN | Receive | — | — | $1,001 – $15,000 | 8219207 KROGER COMPANY OMN |
Aug 23, 2022 Spouse | Sep 8, 2022 | — STRYKER CORPORATION CHAN | Buy | — | — | $1,001 – $15,000 | 8219207 STRYKER CORPORATION CHAN |
Aug 23, 2022 Member | Sep 8, 2022 | — MEDTRONIC PUBLIC LIMITED COMPA CMN | Buy | — | — | $1,001 – $15,000 | 8219207 MEDTRONIC PUBLIC LIMITED COMPA CMN |
Aug 23, 2022 Spouse | Sep 8, 2022 | — PEPSICO, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8219207 PEPSICO, INC. OMN |
Aug 22, 2022 Spouse | Sep 8, 2022 | TTWO Take-Two Interactive Software, Inc. | Receive | 63.84estimated | $125.32 | $1,001 – $15,000 | 8219207 TAKE TWO INTERACTIVE SOFTWARE INC |
Aug 20, 2022 Member | Sep 8, 2022 | — SIGNATURE BANK (NEW YORK) CMN * | Sell | — | — | $1,001 – $15,000 | 8219207 SIGNATURE BANK (NEW YORK) CMN * |
Aug 20, 2022 Spouse | Sep 8, 2022 | — AMAZON.COM INC OMN | Buy | — | — | $1,001 – $15,000 | 8219207 AMAZON.COM INC OMN |
Aug 9, 2022 Member | Sep 8, 2022 | — S* CARTER'S, INC. CMM | Buy | — | — | $50,001 – $100,000 | 8219207 S* CARTER'S, INC. CMM |
Aug 5, 2022 Spouse | Aug 9, 2022 | — BEMERAL MOTORS COMPANY CMM | Buy | — | — | $50,001 – $100,000 | 8219155 BEMERAL MOTORS COMPANY CMM |
Aug 5, 2022 Member | Aug 9, 2022 | — PC WALEREENS BOOTS ALLIANCE, INC. CMIN | Buy | — | — | $15,001 – $50,000 | 8219155 PC WALEREENS BOOTS ALLIANCE, INC. CMIN |
Aug 4, 2022 Dependent | Sep 8, 2022 | — STERIS PUBLIC LIMITED COMPARY CMN | Sell | — | — | $1,001 – $15,000 | 8219207 STERIS PUBLIC LIMITED COMPARY CMN |
Aug 3, 2022 Spouse | Sep 6, 2023 | EXR Extra Space Storage Inc | Buy | 41.17estimated | $194.34 | $1,001 – $15,000 | 8219953 EXTRA SPACE STORAGE INC. CMN * |
Aug 3, 2022 Dependent | Sep 8, 2022 | — ALEXANDRIA BEAL ESTATE EQUITIES, INC | Buy | — | — | $1,001 – $15,000 | 8219207 ALEXANDRIA BEAL ESTATE EQUITIES, INC |
Aug 2, 2022 Dependent | Sep 8, 2022 | — DOW INCOMM | Buy | — | — | $1,001 – $15,000 | 8219207 DOW INCOMM |
Aug 2, 2022 Dependent | Sep 8, 2022 | — ATET INC. CMN x | Buy | — | — | $1,001 – $15,000 | 8219207 ATET INC. CMN x |
Aug 2, 2022 Member | Sep 8, 2022 | — DIC CELANESE CORPORATION COMMON STOCK | Sell | — | — | $1,001 – $15,000 | 8219207 DIC CELANESE CORPORATION COMMON STOCK |
Aug 2, 2022 Dependent | Sep 8, 2022 | — SIGNATURE BANK (NEW YORK, CMN K | Buy | — | — | $1,001 – $15,000 | 8219207 SIGNATURE BANK (NEW YORK, CMN K |
Aug 2, 2022 Dependent | Sep 8, 2022 | — ADAXX LABORATORIES CMN | Buy | — | — | $1,001 – $15,000 | 8219207 ADAXX LABORATORIES CMN |
Aug 1, 2022 Dependent | Sep 8, 2022 | — DEXCOM, INE CMN | Buy | — | — | $1,001 – $15,000 | 8219207 DEXCOM, INE CMN |
Aug 1, 2022 Dependent | Sep 8, 2022 | AAPL Apple Inc. | Buy | 49.54estimated | $161.51 | $1,001 – $15,000 | 8219207 APPLE INC. CMN |
Aug 1, 2022 Dependent | Sep 8, 2022 | — CIZENS FINANCIAL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8219207 CIZENS FINANCIAL GROUP, INC. CMN |
Aug 1, 2022 Dependent | Sep 8, 2022 | LOW Lowe's Companies, Inc. | Buy | 41.22estimated | $194.09 | $1,001 – $15,000 | 8219207 LOWES COMPANIES INC CMN |
Aug 1, 2022 Member | Sep 8, 2022 | — DIC BEST BUYCO INC CMAN | Sell | — | — | $1,001 – $15,000 | 8219207 DIC BEST BUYCO INC CMAN |
Aug 1, 2022 Dependent | Sep 8, 2022 | — SIKYKER CORPOBATION CMN | Buy | — | — | $1,001 – $15,000 | 8219207 SIKYKER CORPOBATION CMN |
Aug 1, 2022 Dependent | Sep 8, 2022 | MU Micron Technology, Inc. | Buy | 127.93estimated | $62.54 | $1,001 – $15,000 | 8219207 MICRON TECHNOLOGY, INC. CMN |
Aug 1, 2022 Dependent | Sep 8, 2022 | ALGN Align Technology, Inc. | Buy | 28.29estimated | $282.82 | $1,001 – $15,000 | 8219207 ALIGN TECHNOLOGY, INC CMN |
Jul 29, 2022 Member | Aug 9, 2022 | — L5P BONARDS UFESCIENCES CORPORATI CMN | Buy | — | — | $1,001 – $15,000 | 8219155 L5P BONARDS UFESCIENCES CORPORATI CMN |
Jul 29, 2022 Member | Aug 9, 2022 | — META PLATFORMS DICACLASS A OMN CLASSA | Buy | — | — | $1,001 – $15,000 | 8219155 META PLATFORMS DICACLASS A OMN CLASSA |
Jul 29, 2022 Member | Aug 9, 2022 | — P SENSATA TECHMOLOGIES HOLDING P CMN | Buy | — | — | $1,001 – $15,000 | 8219155 P SENSATA TECHMOLOGIES HOLDING P CMN |
Jul 29, 2022 Spouse | Aug 9, 2022 | — LOEVE CORPORATION CHN | Buy | — | — | $1,001 – $15,000 | 8219155 LOEVE CORPORATION CHN |
Jul 29, 2022 Member | Aug 9, 2022 | — P BHAT TRANS SVES IRE CMN | Buy | — | — | $100,001 – $250,000 | 8219155 P BHAT TRANS SVES IRE CMN |
Jul 29, 2022 Spouse | Aug 9, 2022 | — WALMAN INCCMN | Buy | — | — | $15,001 – $50,000 | 8219155 WALMAN INCCMN |
Jul 29, 2022 Spouse | Aug 9, 2022 | — BALL CORPORATION CIN | Buy | — | — | $1,001 – $15,000 | 8219155 BALL CORPORATION CIN |
Jul 28, 2022 Spouse | Aug 9, 2022 | — PROCTER & GAMBLE COMPANY THE CAN | Buy | — | — | $1,001 – $15,000 | 8219155 PROCTER & GAMBLE COMPANY THE CAN |
Jul 25, 2022 Spouse | Aug 9, 2022 | APO Apollo Global Management, Inc. (New) | Receive | 148.05estimated | $54.04 | $1,001 – $15,000 | 8219155 APOLLO GLOBAL MANAGEMENT INC CMN |
Jul 22, 2022 Member | Aug 9, 2022 | — I TATE STREET CORPORATION (HEAN OMN | Buy | — | — | $1,001 – $15,000 | 8219155 I TATE STREET CORPORATION (HEAN OMN |
Jul 20, 2022 Member | Aug 9, 2022 | — SALAP INC. CAN CLASS A | Buy | — | — | $1,001 – $15,000 | 8219155 SALAP INC. CAN CLASS A |
Jul 20, 2022 Spouse | Aug 9, 2022 | — CARTENE, INC CMN | Buy | — | — | $1,001 – $15,000 | 8219155 CARTENE, INC CMN |
Jul 19, 2022 Member | Aug 9, 2022 | — DAMNIEM CORPORATION CHAN | Buy | — | — | $1,001 – $15,000 | 8219155 DAMNIEM CORPORATION CHAN |
Jul 19, 2022 Spouse | Aug 9, 2022 | — INTEL CORPORATION CMH | Buy | — | — | $15,001 – $50,000 | 8219155 INTEL CORPORATION CMH |
Jul 19, 2022 Member | Aug 9, 2022 | — PM COMPANIONN | Buy | — | — | $1,001 – $15,000 | 8219155 PM COMPANIONN |
Jul 19, 2022 Spouse | Aug 9, 2022 | — MORGAN STANLEY CHIN K | Receive | — | — | $15,001 – $50,000 | 8219155 MORGAN STANLEY CHIN K |
Jul 19, 2022 Member | Aug 9, 2022 | — TUPONT DE MEMOURS INC OMM | Buy | — | — | $1,001 – $15,000 | 8219155 TUPONT DE MEMOURS INC OMM |
Jul 19, 2022 Spouse | Aug 9, 2022 | — TRAME TECHNCLOGIES PUBLIC UNT CHIN | Buy | — | — | $1,001 – $15,000 | 8219155 TRAME TECHNCLOGIES PUBLIC UNT CHIN |
Jul 19, 2022 Member | Aug 9, 2022 | — I ECOLABINC CUN | Buy | — | — | $1,001 – $15,000 | 8219155 I ECOLABINC CUN |
Jul 18, 2022 Spouse | Aug 9, 2022 | ACN Accenture plc Class A Ordinary Shares (Ireland) | Buy | 29.78estimated | $268.65 | $1,001 – $15,000 | 8219155 ACCENTURE PLC CMN |
Jul 18, 2022 Spouse | Aug 9, 2022 | — FRANKEN RESOURCES INC CMN | Buy | — | — | $1,001 – $15,000 | 8219155 FRANKEN RESOURCES INC CMN |
Jul 18, 2022 Member | Aug 9, 2022 | — AUTOMATIC DATA PRDCESSING ING CMN | Buy | — | — | $1,001 – $15,000 | 8219155 AUTOMATIC DATA PRDCESSING ING CMN |
Jul 15, 2022 Member | Aug 9, 2022 | — P PUT/ASP | Buy | — | — | $1,001 – $15,000 | 8219155 P PUT/ASP |
Jul 13, 2022 Spouse | Aug 9, 2022 | — PERCTHELMER RECOMN * | Buy | — | — | $1,001 – $15,000 | 8219155 PERCTHELMER RECOMN * |
Jul 5, 2022 Dependent | Aug 9, 2022 | — PENNSYLVAHLA ST TP COMMAN TPICREY BK 12/0/2810 | Buy | — | — | $1,001 – $15,000 | 8219155 PENNSYLVAHLA ST TP COMMAN TPICREY BK 12/0/2810 |
Jun 21, 2022 Dependent | May 8, 2023 | — PUT/SP | Sell | — | — | $1,001 – $15,000 | 8219521 PUT/SP |
Jun 21, 2022 Spouse | May 8, 2023 | — PUT SPX | Sell | — | — | $1,001 – $15,000 | 8219521 PUT SPX |
Jun 21, 2022 Spouse | May 8, 2023 | — CALL 5PX | Sell | — | — | $1,001 – $15,000 | 8219521 CALL 5PX |
Jun 10, 2022 Spouse | Jun 10, 2022 | — PUT/ASP | Buy | — | — | $1,001 – $15,000 | 8218940 PUT/ASP |
Jun 9, 2022 Member | Jul 11, 2023 | — SPI CMN * | Buy | — | — | $1,001 – $15,000 | 8219826 SPI CMN * |
Jun 6, 2022 Dependent | Jun 10, 2022 | OKTA Okta, Inc. Class A | Buy | 84.22estimated | $95.00 | $1,001 – $15,000 | 8218940 OKTA, INC. CMN |
Jun 5, 2022 Dependent | Jun 10, 2022 | — SCHLUMBERGER LTD CMN | Buy | — | — | $1,001 – $15,000 | 8218940 SCHLUMBERGER LTD CMN |
Jun 2, 2022 Dependent | Jun 10, 2022 | — UNITEDHEALTH GROUP INCORPORATE ( | Buy | — | — | $100,001 – $250,000 | 8218940 UNITEDHEALTH GROUP INCORPORATE ( |
Jun 2, 2022 Dependent | Jun 10, 2022 | TFX Teleflex Incorporated | Buy | 602.27estimated | $290.57 | $100,001 – $250,000 | 8218940 TELEFLEX INC. CMN |
Jun 1, 2022 Dependent | Sep 8, 2022 | GRMN Garmin Ltd. Common Stock (Switzerland) | Sell | 77.29estimated | $103.51 | $1,001 – $15,000 | 8219207 GARMIN LTD CMN |
May 30, 2022 Dependent | Jun 10, 2022 | BBWI Bath & Body Works, Inc. | Buy | 188.47estimated | $42.45 | $1,001 – $15,000 | 8218940 BATH & BODY WORKS, INC. CMN |
May 30, 2022 Dependent | Jun 10, 2022 | — AMERICAN INTL GROUP, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 AMERICAN INTL GROUP, INC. CMN |
May 30, 2022 Dependent | Jun 10, 2022 | — (NASDAQINC, CMN | Buy | — | — | $1,001 – $15,000 | 8218940 (NASDAQINC, CMN |
May 30, 2022 Dependent | Jun 10, 2022 | — BROADRIDGE FINANCIAL SOLUTIONS IN CMN | Buy | — | — | $1,001 – $15,000 | 8218940 BROADRIDGE FINANCIAL SOLUTIONS IN CMN |
May 30, 2022 Dependent | Jun 10, 2022 | — UVE NATION ENTERTAINMENT INC CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 UVE NATION ENTERTAINMENT INC CMN * |
May 30, 2022 Dependent | Jun 10, 2022 | ECL Ecolab Inc. | Buy | 48.19estimated | $166.03 | $1,001 – $15,000 | 8218940 ECOLAB INC. CMN * |
May 30, 2022 Dependent | Jun 10, 2022 | — THE BANK OF NY MELLON CORP CMN | Buy | — | — | $1,001 – $15,000 | 8218940 THE BANK OF NY MELLON CORP CMN |
May 30, 2022 Dependent | Jun 10, 2022 | — GLOBAL PAYMENTS INC. CMIN | Buy | — | — | $15,001 – $50,000 | 8218940 GLOBAL PAYMENTS INC. CMIN |
May 30, 2022 Dependent | Jun 10, 2022 | — MICROSOFT CORPOHATION CMN | Buy | — | — | $50,001 – $100,000 | 8218940 MICROSOFT CORPOHATION CMN |
May 30, 2022 Member | Jun 10, 2022 | — MONDELEZ INTERNATIONAL, INC CMNI | Buy | — | — | $1,001 – $15,000 | 8218940 MONDELEZ INTERNATIONAL, INC CMNI |
May 30, 2022 Dependent | Jun 10, 2022 | PODD Insulet Corporation | Buy | 34.01estimated | $235.21 | $1,001 – $15,000 | 8218940 INSULET CORPORATION CMN |
May 30, 2022 Dependent | Jun 10, 2022 | — LOTIS WORLDWIDE CORPORATION MN | Buy | — | — | $1,001 – $15,000 | 8218940 LOTIS WORLDWIDE CORPORATION MN |
May 29, 2022 Member | Jun 10, 2022 | — TAKE TWO INTERACTIVE SOFTWARE ING | Buy | — | — | $1,001 – $15,000 | 8218940 TAKE TWO INTERACTIVE SOFTWARE ING |
May 29, 2022 Spouse | Jun 10, 2022 | — SKECHERS USA INC EL-A CMN | Buy | — | — | $1,001 – $15,000 | 8218940 SKECHERS USA INC EL-A CMN |
May 29, 2022 Spouse | Jun 10, 2022 | — COGNIZANT TECHNOLOGY SOLUTIONS CORP CLA X | Buy | — | — | $15,001 – $50,000 | 8218940 COGNIZANT TECHNOLOGY SOLUTIONS CORP CLA X |
May 29, 2022 Spouse | Jun 10, 2022 | — J B HUNT TRANS SVC5 INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 J B HUNT TRANS SVC5 INC CMN |
May 29, 2022 Spouse | Jun 10, 2022 | NDAQ Nasdaq, Inc. | Buy | 626.46estimated | $51.88 | $15,001 – $50,000 | 8218940 NASDAQ, INC. CMN |
May 28, 2022 Spouse | Jun 10, 2022 | — LUMENTUM HOLDING5 INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 LUMENTUM HOLDING5 INC. CMN |
May 28, 2022 Spouse | Jun 10, 2022 | TSCO Tractor Supply Company | Buy | 207.88estimated | $38.49 | $1,001 – $15,000 | 8218940 TRACTOR SUPPLY COMPANY CMN |
May 28, 2022 Spouse | Jun 10, 2022 | RL Ralph Lauren Corporation | Buy | 80.92estimated | $98.87 | $1,001 – $15,000 | 8218940 RALPH LAUREN CORP CMN |
May 28, 2022 Spouse | Jun 10, 2022 | — ULTA BEAUTYINC CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 ULTA BEAUTYINC CMN * |
May 28, 2022 Spouse | Jun 10, 2022 | AXTA Axalta Coating Systems Ltd. Common Shares | Buy | 287.79estimated | $27.80 | $1,001 – $15,000 | 8218940 AXALTA COATING SYSTEMS LTD, CMN |
May 28, 2022 Spouse | Jun 10, 2022 | HCA HCA Healthcare, Inc. | Buy | 37.12estimated | $215.55 | $1,001 – $15,000 | 8218940 HCA HEALTHCARE, INC CMN |
May 28, 2022 Member | Jun 10, 2022 | — A EMERSON ELECTRIC COL CIAN | Buy | — | — | $15,001 – $50,000 | 8218940 A EMERSON ELECTRIC COL CIAN |
May 28, 2022 Spouse | Jun 10, 2022 | CBSH Commerce Bancshares, Inc. | Buy | 574.61estimated | $56.56 | $15,001 – $50,000 | 8218940 COMMERCE BANCSHARES, INC. CMN * |
May 28, 2022 Spouse | Jun 10, 2022 | WDC Western Digital Corporation | Buy | 167.84estimated | $47.67 | $1,001 – $15,000 | 8218940 (WESTERN DIGITAL CORPORATION CMN |
May 28, 2022 Member | Jun 10, 2022 | — P HEWLETT PACRARD ENTERPRISE CO CM | Buy | — | — | $1,001 – $15,000 | 8218940 P HEWLETT PACRARD ENTERPRISE CO CM |
May 28, 2022 Dependent | Jun 10, 2022 | — CHIPOTLE MEXICAN GRILL, INC. CHAN | Buy | — | — | $1,001 – $15,000 | 8218940 CHIPOTLE MEXICAN GRILL, INC. CHAN |
May 28, 2022 Spouse | Jun 10, 2022 | DELL Dell Technologies Inc. Class C Common Stock | Buy | 161.37estimated | $49.58 | $1,001 – $15,000 | 8218940 DELL TECHNOLOGIES INC. CMN |
May 28, 2022 Spouse | Jun 10, 2022 | CME CME Group Inc. Class A | Receive | 40.02estimated | $199.93 | $1,001 – $15,000 | 8218940 CME Group |
May 28, 2022 Spouse | Jun 10, 2022 | KEY KeyCorp | Buy | 403.66estimated | $19.82 | $1,001 – $15,000 | 8218940 KEYCORP CMN * |
May 28, 2022 Dependent | Jun 10, 2022 | GTM ZoomInfo Technologies Inc | Buy | 194.75estimated | $41.08 | $1,001 – $15,000 | 8218940 ZOOMINFO TECHNOLOGIES INC CMN |
May 26, 2022 Spouse | Jun 10, 2022 | AMZN Amazon.com, Inc. | Buy | 72.03estimated | $111.08 | $1,001 – $15,000 | 8218940 Amazon inc |
May 26, 2022 Spouse | Jun 10, 2022 | EL Estee Lauder Companies, Inc. (The) | Buy | 33.28estimated | $240.40 | $1,001 – $15,000 | 8218940 Estee Lauder Co |
May 25, 2022 Spouse | Jun 10, 2022 | MANH Manhattan Associates, Inc. | Buy | 68.86estimated | $116.19 | $1,001 – $15,000 | 8218940 MANHATTAN ASSOCIATES INC CMN |
May 25, 2022 Spouse | Jun 10, 2022 | FOXA Fox Corporation Class A | Buy | 240.26estimated | $33.30 | $1,001 – $15,000 | 8218940 FOX CORPORATION CMN * |
May 25, 2022 Spouse | Jun 10, 2022 | — VERISIGN, INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 VERISIGN, INC. CMN * |
May 25, 2022 Spouse | Jun 10, 2022 | AMT American Tower Corporation (REIT) | Receive | 124.86estimated | $260.29 | $15,001 – $50,000 | 8218940 American Tower Corp |
May 25, 2022 Member | Jun 10, 2022 | SNAP Snap Inc. Class A | Buy | 565.01estimated | $14.16 | $1,001 – $15,000 | 8218940 SNAP INC. CMN |
May 25, 2022 Dependent | Jun 10, 2022 | RBLX Roblox Corporation Class A | Buy | 276.55estimated | $28.93 | $1,001 – $15,000 | 8218940 ROBLOX CORPORATION CMN |
May 25, 2022 Member | Jun 10, 2022 | — ALPHABET INC. OMN CLASSA | Buy | — | — | $1,001 – $15,000 | 8218940 ALPHABET INC. OMN CLASSA |
May 25, 2022 Spouse | Jun 10, 2022 | KMB Kimberly-Clark Corporation | Buy | 60.9estimated | $131.37 | $1,001 – $15,000 | 8218940 KIMBERLY-CLARK CORPORATION CMN |
May 25, 2022 Dependent | Jun 10, 2022 | GOOGL Alphabet Inc. Class A | Buy | 75.62estimated | $105.81 | $1,001 – $15,000 | 8218940 ALPHABET INC. CMN |
May 25, 2022 Member | Jun 10, 2022 | — EATON CORP PIC CMN * | Buy | — | — | $15,001 – $50,000 | 8218940 EATON CORP PIC CMN * |
May 25, 2022 Spouse | Jun 10, 2022 | PNC PNC Financial Services Group, Inc. (The) | Buy | 193.88estimated | $167.63 | $15,001 – $50,000 | 8218940 PNC FINANCIAL SERVICES GROUP, CMN |
May 25, 2022 Dependent | Jun 10, 2022 | — IASML HOLDING N.V. ADR CMA | Buy | — | — | $1,001 – $15,000 | 8218940 IASML HOLDING N.V. ADR CMA |
May 24, 2022 Spouse | Jun 10, 2022 | GM General Motors Company | Buy | 227.22estimated | $35.21 | $1,001 – $15,000 | 8218940 GENERAL MOTORS COMPANY CMN |
May 24, 2022 Spouse | Jun 10, 2022 | — MICRON TECHNOLOEY, INC. IMN | Buy | — | — | $15,001 – $50,000 | 8218940 MICRON TECHNOLOEY, INC. IMN |
May 24, 2022 Dependent | Jun 10, 2022 | — TAKE TWO INTERACTIVE SOFTWARE ING | Buy | — | — | $1,001 – $15,000 | 8218940 TAKE TWO INTERACTIVE SOFTWARE ING |
May 23, 2022 Spouse | Jun 10, 2022 | — BILLCOM HOLDINGS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 BILLCOM HOLDINGS, INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — LIPG PHOTONICS CORPORATION MN | Buy | — | — | $1,001 – $15,000 | 8218940 LIPG PHOTONICS CORPORATION MN |
May 23, 2022 Spouse | Jun 10, 2022 | — SEALED AIR CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8218940 SEALED AIR CORPORATION CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — SMARTSHEET INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 SMARTSHEET INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | DBX Dropbox, Inc. Class A | Buy | 391.41estimated | $20.44 | $1,001 – $15,000 | 8218940 DROPBOX, INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — MID-AMERICA APT CMNTYS INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 MID-AMERICA APT CMNTYS INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | WIX Wix.com Ltd. Ordinary Shares | Buy | 119.54estimated | $66.93 | $1,001 – $15,000 | 8218940 WIX.COM LTD CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — CATALENT, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 CATALENT, INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — CITRIX SYSTEMS INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 CITRIX SYSTEMS INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — ARISTA NETWORKS, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8218940 ARISTA NETWORKS, INC. OMN |
May 23, 2022 Spouse | Jun 10, 2022 | NYT New York Times Company (The) | Buy | 233.39estimated | $34.28 | $1,001 – $15,000 | 8218940 NEW YORK TIMES CO.A CMN |
May 23, 2022 Spouse | Jun 10, 2022 | LYV Live Nation Entertainment, Inc. | Buy | 89.66estimated | $89.23 | $1,001 – $15,000 | 8218940 LIVE NATION ENTERTAINMENT INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — NORWEGIAN CRUISE LINE HLDG LTD CMN | Buy | — | — | $1,001 – $15,000 | 8218940 NORWEGIAN CRUISE LINE HLDG LTD CMN |
May 23, 2022 Spouse | Jun 10, 2022 | SNX TD SYNNEX Corporation | Buy | 81.32estimated | $98.38 | $1,001 – $15,000 | 8218940 TD SYNNEX CORP CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — AIRBNB, INC. CIVIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8218940 AIRBNB, INC. CIVIN CLASS A |
May 23, 2022 Spouse | Jun 10, 2022 | — FIVES, INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 FIVES, INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — MOODY'5 CORPORATION CN | Receive | — | — | $1,001 – $15,000 | 8218940 MOODY'5 CORPORATION CN |
May 23, 2022 Spouse | Jun 10, 2022 | — CANADIAN PACIFIC RAILWAY LTD CMN | Buy | — | — | $1,001 – $15,000 | 8218940 CANADIAN PACIFIC RAILWAY LTD CMN |
May 23, 2022 Spouse | Jun 10, 2022 | EXPE Expedia Group, Inc. | Buy | 65.78estimated | $121.63 | $1,001 – $15,000 | 8218940 EXPEDIA GROUP INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | GPC Genuine Parts Company | Buy | 61.71estimated | $129.64 | $1,001 – $15,000 | 8218940 GENUINE PARTS CO. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | EEFT Euronet Worldwide, Inc. | Buy | 68.74estimated | $116.39 | $1,001 – $15,000 | 8218940 EURONET WORLDWIDE, INC, CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — CERIDIAN HOM HOLDING INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 CERIDIAN HOM HOLDING INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | PLTK Playtika Holding Corp. | Buy | 579.75estimated | $13.80 | $1,001 – $15,000 | 8218940 PLAYTIKA HOLDING CORP. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | PODD Insulet Corporation | Buy | 39.44estimated | $202.85 | $1,001 – $15,000 | 8218940 INSULET CORPORATION CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — (PAYOOM SOFTWARE, INCAN | Buy | — | — | $1,001 – $15,000 | 8218940 (PAYOOM SOFTWARE, INCAN |
May 23, 2022 Member | Jun 10, 2022 | — P COUPA SOFTWARE INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8218940 P COUPA SOFTWARE INCORPORATED CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — STORE CAPITAL CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8218940 STORE CAPITAL CORPORATION CMN |
May 23, 2022 Spouse | Jun 10, 2022 | TRMB Trimble Inc. | Buy | 119.41estimated | $67.00 | $1,001 – $15,000 | 8218940 TRIMBLE INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | PCTY Paylocity Holding Corporation | Buy | 47.69estimated | $167.76 | $1,001 – $15,000 | 8218940 PAYLOCITY HOLDING CORPORATION CMN |
May 23, 2022 Spouse | Jun 10, 2022 | APTV Aptiv PLC Ordinary Shares | Buy | 98.24estimated | $81.44 | $1,001 – $15,000 | 8218940 APTIV PLC CMN * |
May 23, 2022 Spouse | Jun 10, 2022 | — ROYAL CARIBBEAN GROUP ISIN: 1R000B862868 | Buy | — | — | $1,001 – $15,000 | 8218940 ROYAL CARIBBEAN GROUP ISIN: 1R000B862868 |
May 23, 2022 Spouse | Jun 10, 2022 | BURL Burlington Stores, Inc. | Buy | 51.47estimated | $155.45 | $1,001 – $15,000 | 8218940 BURLINGTON STORES INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | OKTA Okta, Inc. Class A | Buy | 95.8estimated | $83.51 | $1,001 – $15,000 | 8218940 OKTA, INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | ROKU Roku, Inc. Class A | Buy | 87.18estimated | $91.77 | $1,001 – $15,000 | 8218940 ROKU, INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | BIIB Biogen Inc. | Buy | 40.12estimated | $199.40 | $1,001 – $15,000 | 8218940 BIOGEN INC, CMN * |
May 23, 2022 Member | Jun 10, 2022 | TTD The Trade Desk, Inc. Class A | Buy | 152.39estimated | $52.50 | $1,001 – $15,000 | 8218940 P TRADE DESK, INC. (THE) CMN * |
May 23, 2022 Spouse | Jun 10, 2022 | — GAMING AND LEISURE PROP, INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 GAMING AND LEISURE PROP, INC. CMN * |
May 23, 2022 Member | Jun 10, 2022 | EPAM EPAM Systems, Inc. | Buy | 25.43estimated | $314.66 | $1,001 – $15,000 | 8218940 P EPAM SYSTEMS, INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | CSGP CoStar Group, Inc. | Buy | 138.35estimated | $57.83 | $1,001 – $15,000 | 8218940 COSTAR GROUP, INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | ITT ITT Inc. Common Stock | Buy | 114.67estimated | $69.77 | $1,001 – $15,000 | 8218940 ITT INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — ZOOM VIDEO COMMUNICATIONS INC OMN CLAS * | Buy | — | — | $1,001 – $15,000 | 8218940 ZOOM VIDEO COMMUNICATIONS INC OMN CLAS * |
May 23, 2022 Spouse | Jun 10, 2022 | WY Weyerhaeuser Company | Buy | 209.27estimated | $38.23 | $1,001 – $15,000 | 8218940 WEYERHAEUSER COMPANY CMN |
May 23, 2022 Spouse | Jun 10, 2022 | WTW Willis Towers Watson Public Limited Company Ordinary Shares | Buy | 39.21estimated | $204.03 | $1,001 – $15,000 | 8218940 WILLIS TOWERS WATSON PLC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — TONIA HOLDINGS INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 TONIA HOLDINGS INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | EXR Extra Space Storage Inc | Buy | 45.89estimated | $174.34 | $1,001 – $15,000 | 8218940 EXTRA SPACE STORAGE INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — COW CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8218940 COW CORPORATION CMN |
May 23, 2022 Spouse | Jun 10, 2022 | KMX CarMax Inc | Buy | 88.02estimated | $90.89 | $1,001 – $15,000 | 8218940 CARMAX, INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | LIN Linde plc Ordinary Shares | Buy | — | — | $1,001 – $15,000 | 8218940 LINDE PLC CMN |
May 23, 2022 Member | Jun 10, 2022 | CMG Chipotle Mexican Grill, Inc. | Buy | 310.15estimated | $25.80 | $1,001 – $15,000 | 8218940 P CHIPOTLE MEXICAN GRILL, INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | DD DuPont de Nemours, Inc. | Buy | 98.72estimated | $81.04 | $1,001 – $15,000 | 8218940 DUPONT DE NEMOURS INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — O'REILLY AUTOMOTIVE, INC. CMIN * | Buy | — | — | $1,001 – $15,000 | 8218940 O'REILLY AUTOMOTIVE, INC. CMIN * |
May 23, 2022 Spouse | Jun 10, 2022 | — LAIM RESEARCH CORPORATION CMIN | Buy | — | — | $1,001 – $15,000 | 8218940 LAIM RESEARCH CORPORATION CMIN |
May 23, 2022 Spouse | Jun 10, 2022 | — T. ROWE PRICE GROUP, INCOM | Buy | — | — | $1,001 – $15,000 | 8218940 T. ROWE PRICE GROUP, INCOM |
May 23, 2022 Spouse | Jun 10, 2022 | — CARE GROUP, INC. CAN CLASS A | Buy | — | — | $1,001 – $15,000 | 8218940 CARE GROUP, INC. CAN CLASS A |
May 23, 2022 Spouse | Jun 10, 2022 | CIEN Ciena Corporation | Buy | 647.55estimated | $50.19 | $15,001 – $50,000 | 8218940 CIENA CORPORATION CMN |
May 23, 2022 Spouse | Jun 10, 2022 | ROP Roper Technologies, Inc. | Buy | 76.67estimated | $423.91 | $15,001 – $50,000 | 8218940 ROPER TECHNOLOGIES INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — ANSYS, INC. CMN | Buy | — | — | $15,001 – $50,000 | 8218940 ANSYS, INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | AVY Avery Dennison Corporation | Buy | 194.96estimated | $166.70 | $15,001 – $50,000 | 8218940 AVERY DENNISON CORPORATION CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — INTERCONTINENTAL EXCHANGE INC CVIN | Buy | — | — | $15,001 – $50,000 | 8218940 INTERCONTINENTAL EXCHANGE INC CVIN |
May 23, 2022 Spouse | Jun 10, 2022 | ILMN Illumina, Inc. | Buy | 135.07estimated | $240.62 | $15,001 – $50,000 | 8218940 ILLUMINA, INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — CUS HEALTH CORP CAN | Buy | — | — | $15,001 – $50,000 | 8218940 CUS HEALTH CORP CAN |
May 23, 2022 Spouse | Jun 10, 2022 | — ROSS STORES, INC CNN * | Buy | — | — | $15,001 – $50,000 | 8218940 ROSS STORES, INC CNN * |
May 23, 2022 Spouse | Jun 10, 2022 | BSX Boston Scientific Corporation | Buy | 814.75estimated | $39.89 | $15,001 – $50,000 | 8218940 BOSTON SCIENTIFIC CORP. COMMON STOCK |
May 23, 2022 Spouse | Jun 10, 2022 | — EDWARDS LIFESCIENCES CORPORATI CYN | Buy | — | — | $15,001 – $50,000 | 8218940 EDWARDS LIFESCIENCES CORPORATI CYN |
May 23, 2022 Member | Jun 10, 2022 | AME AMETEK, Inc. | Buy | 272.79estimated | $119.14 | $15,001 – $50,000 | 8218940 P AMETEK INC (NEW) CMN |
May 23, 2022 Spouse | Jun 10, 2022 | COST Costco Wholesale Corporation | Buy | 75.67estimated | $429.48 | $15,001 – $50,000 | 8218940 COSTCO WHOLESALE CORPORATION CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — VISA ING. CMN | Buy | — | — | $50,001 – $100,000 | 8218940 VISA ING. CMN |
May 23, 2022 Member | Jun 10, 2022 | — SE LAD GROUP INC CIAN | Buy | — | — | $1,001 – $15,000 | 8218940 SE LAD GROUP INC CIAN |
May 23, 2022 Member | Jun 10, 2022 | — P I (AT&TINC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 P I (AT&TINC CMN |
May 23, 2022 Member | Jun 10, 2022 | — C.H. ROBINSON WORLDWIDE, ING CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 C.H. ROBINSON WORLDWIDE, ING CMN * |
May 23, 2022 Spouse | Jun 10, 2022 | — DICKS SPORTING GOODS INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 DICKS SPORTING GOODS INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — BRIAOR PROPERTY GROUP CMN | Buy | — | — | $1,001 – $15,000 | 8218940 BRIAOR PROPERTY GROUP CMN |
May 23, 2022 Spouse | Jun 10, 2022 | SF Stifel Financial Corporation | Buy | 193.06estimated | $41.44 | $1,001 – $15,000 | 8218940 STIFEL FINANCIAL CORP CMN * |
May 23, 2022 Spouse | Jun 10, 2022 | — INTLFLAVORS & FRAGRANCE CNN * | Buy | — | — | $1,001 – $15,000 | 8218940 INTLFLAVORS & FRAGRANCE CNN * |
May 23, 2022 Spouse | Jun 10, 2022 | — MARVELL, TECHNOLOGY, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8218940 MARVELL, TECHNOLOGY, INC. OMN |
May 23, 2022 Spouse | Jun 10, 2022 | MKTX MarketAxess Holdings, Inc. | Buy | 28.29estimated | $282.85 | $1,001 – $15,000 | 8218940 MARKETAXESS HOLDINGS INC. CMN |
May 23, 2022 Member | Jun 10, 2022 | QS QuantumScape Corporation Class A | Buy | 678.01estimated | $11.80 | $1,001 – $15,000 | 8218940 QUANTUMSCAPE CORP CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — HUNTINGTON BANCSHARES INCORPOR * | Buy | — | — | $1,001 – $15,000 | 8218940 HUNTINGTON BANCSHARES INCORPOR * |
May 23, 2022 Spouse | Jun 10, 2022 | COTY Coty Inc. Class A | Buy | 1,267.91estimated | $6.31 | $1,001 – $15,000 | 8218940 COTY, INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — HORIZON THERAPEUTICS PLC CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 HORIZON THERAPEUTICS PLC CMN * |
May 23, 2022 Spouse | Jun 10, 2022 | — TWILIO ING, CNN CLASS A * | Buy | — | — | $1,001 – $15,000 | 8218940 TWILIO ING, CNN CLASS A * |
May 23, 2022 Spouse | Jun 10, 2022 | ALB Albemarle Corporation | Buy | 32.93estimated | $242.94 | $1,001 – $15,000 | 8218940 ALBEMARLE CORP CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — MONDELEZ INTERNATIONAL, INC. EMN | Buy | — | — | $1,001 – $15,000 | 8218940 MONDELEZ INTERNATIONAL, INC. EMN |
May 23, 2022 Spouse | Jun 10, 2022 | OTIS Otis Worldwide Corporation Common Stock | Buy | 108.31estimated | $73.87 | $1,001 – $15,000 | 8218940 OTIS WORLDWIDE CORPORATION CMN * |
May 23, 2022 Spouse | Jun 10, 2022 | RRX Regal Rexnord Corporation | Buy | 65.76estimated | $121.67 | $1,001 – $15,000 | 8218940 REGAL REXNORD CORP CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — EXPEDITORS INTERNATIONAL OF WA CI | Buy | — | — | $1,001 – $15,000 | 8218940 EXPEDITORS INTERNATIONAL OF WA CI |
May 23, 2022 Spouse | Jun 10, 2022 | — BUILDERS FIRSTSOURCE, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8218940 BUILDERS FIRSTSOURCE, INC. CAN |
May 23, 2022 Spouse | Jun 10, 2022 | — WYNN RESORTS, LIMITED CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 WYNN RESORTS, LIMITED CMN * |
May 23, 2022 Spouse | Jun 10, 2022 | — FIFTH THIRD BANCORP CAN | Buy | — | — | $1,001 – $15,000 | 8218940 FIFTH THIRD BANCORP CAN |
May 23, 2022 Spouse | Jun 10, 2022 | — PERKINELMER, INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 PERKINELMER, INC CMN |
May 23, 2022 Member | Jun 10, 2022 | — P LIAON PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8218940 P LIAON PUBLIC LIMITED COMPANY CMN |
May 23, 2022 Spouse | Jun 10, 2022 | VEEV Veeva Systems Inc. Class A | Buy | 49.08estimated | $163.02 | $1,001 – $15,000 | 8218940 VEEVA SYSTEMS INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — QUANTA SERVICES INCOMIN | Buy | — | — | $1,001 – $15,000 | 8218940 QUANTA SERVICES INCOMIN |
May 23, 2022 Member | Jun 10, 2022 | AMD Advanced Micro Devices, Inc. | Buy | 84.15estimated | $95.07 | $1,001 – $15,000 | 8218940 P ADVANCED MICRO DEVICES, INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | BALL Ball Corporation | Buy | 112.99estimated | $70.81 | $1,001 – $15,000 | 8218940 BALL CORPORATION CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — IN VRINC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 IN VRINC CMN |
May 23, 2022 Member | Jun 10, 2022 | — P KKA & CO. INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 P KKA & CO. INC. CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — SENSATA TECHNOLOGIES HOLDING PCI | Buy | — | — | $1,001 – $15,000 | 8218940 SENSATA TECHNOLOGIES HOLDING PCI |
May 23, 2022 Member | Jun 10, 2022 | SNOW Snowflake Inc. | Buy | 57.62estimated | $138.85 | $1,001 – $15,000 | 8218940 P SNOWFLAKE INC. CMN |
May 23, 2022 Member | Jun 10, 2022 | — SPIRON MOUNTAIN INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8218940 SPIRON MOUNTAIN INCORPORATED CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — CARLYLE GROUP INC/THE OMN | Buy | — | — | $1,001 – $15,000 | 8218940 CARLYLE GROUP INC/THE OMN |
May 23, 2022 Spouse | Jun 10, 2022 | — SIGNATURE BANK (NEW YORK) CMN | Buy | — | — | $1,001 – $15,000 | 8218940 SIGNATURE BANK (NEW YORK) CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — ZOOMINFO TECHHOLDGIES INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 ZOOMINFO TECHHOLDGIES INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — REGENCY CENTERS CORPORATIÓN CMN | Buy | — | — | $1,001 – $15,000 | 8218940 REGENCY CENTERS CORPORATIÓN CMN |
May 23, 2022 Member | Jun 10, 2022 | — ARES MANAGEMENT CORPORATION CM | Buy | — | — | $1,001 – $15,000 | 8218940 ARES MANAGEMENT CORPORATION CM |
May 23, 2022 Member | Jun 10, 2022 | — P HARTFORD FINANCIAL SRVCS GROUP CI | Buy | — | — | $1,001 – $15,000 | 8218940 P HARTFORD FINANCIAL SRVCS GROUP CI |
May 23, 2022 Spouse | Jun 10, 2022 | FTV Fortive Corporation Common Stock | Buy | 187.58estimated | $42.65 | $1,001 – $15,000 | 8218940 FORTIVE CORPORATION CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — HILTON WORLDWIDE HOLDINGS INC. CL | Buy | — | — | $1,001 – $15,000 | 8218940 HILTON WORLDWIDE HOLDINGS INC. CL |
May 23, 2022 Spouse | Jun 10, 2022 | — STERIS PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8218940 STERIS PUBLIC LIMITED COMPANY CMN |
May 23, 2022 Spouse | Jun 10, 2022 | SYY Sysco Corporation | Buy | 101.8estimated | $78.59 | $1,001 – $15,000 | 8218940 SYSCO CORPORATION CMN |
May 23, 2022 Member | Jun 10, 2022 | DOC Healthpeak Properties, Inc. | Buy | 271.85estimated | $29.43 | $1,001 – $15,000 | 8218940 PN HEALTHPEAK PROPERTIES INC CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — RAYMOND JAMES FINANCIAL, INC CMA | Buy | — | — | $1,001 – $15,000 | 8218940 RAYMOND JAMES FINANCIAL, INC CMA |
May 23, 2022 Spouse | Jun 10, 2022 | — BOSTON PROPERTIES, INC COMMON 51 | Buy | — | — | $1,001 – $15,000 | 8218940 BOSTON PROPERTIES, INC COMMON 51 |
May 23, 2022 Spouse | Jun 10, 2022 | HSY The Hershey Company | Buy | 38.23estimated | $209.25 | $1,001 – $15,000 | 8218940 THE HERSHEY COMPANY CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — CHARTER COMMUNICATIONS, INC. CME | Buy | — | — | $1,001 – $15,000 | 8218940 CHARTER COMMUNICATIONS, INC. CME |
May 23, 2022 Spouse | Jun 10, 2022 | — QUALEDMM INE CIN * | Buy | — | — | $1,001 – $15,000 | 8218940 QUALEDMM INE CIN * |
May 23, 2022 Spouse | Jun 10, 2022 | — REXFORD INDL RLTY INC CVIN * | Buy | — | — | $1,001 – $15,000 | 8218940 REXFORD INDL RLTY INC CVIN * |
May 23, 2022 Spouse | Jun 10, 2022 | — OLD DOMINION FREIGHT LINE, INC CME | Buy | — | — | $15,001 – $50,000 | 8218940 OLD DOMINION FREIGHT LINE, INC CME |
May 23, 2022 Spouse | Jun 10, 2022 | TMO Thermo Fisher Scientific Inc | Buy | 58.54estimated | $555.21 | $15,001 – $50,000 | 8218940 THERMO FISHER SCIENTIFIC INC CMN |
May 23, 2022 Member | Jun 10, 2022 | — P FISERV, INC. CIVIN | Buy | — | — | $15,001 – $50,000 | 8218940 P FISERV, INC. CIVIN |
May 23, 2022 Spouse | Jun 10, 2022 | — MARTIN MARIETTA MATERIALS, IŃC CM, | Buy | — | — | $15,001 – $50,000 | 8218940 MARTIN MARIETTA MATERIALS, IŃC CM, |
May 23, 2022 Spouse | Jun 10, 2022 | FDX FedEx Corporation | Buy | 201.15estimated | $161.57 | $15,001 – $50,000 | 8218940 FEDEX CORPORATION CMN * |
May 23, 2022 Spouse | Jun 10, 2022 | MGM MGM Resorts International | Buy | 966.99estimated | $33.61 | $15,001 – $50,000 | 8218940 MGM RESORTS INTERNATIONAL CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — DANAHER CORPORATION CMN | Buy | — | — | $15,001 – $50,000 | 8218940 DANAHER CORPORATION CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — ZOETIS INC. CMIN CLASS A | Buy | — | — | $15,001 – $50,000 | 8218940 ZOETIS INC. CMIN CLASS A |
May 23, 2022 Spouse | Jun 10, 2022 | F Ford Motor Company | Buy | 2,533.16estimated | $12.83 | $15,001 – $50,000 | 8218940 FORD MOTOR COMPANY CMN * |
May 23, 2022 Spouse | Jun 10, 2022 | EFX Equifax, Inc. | Buy | 164.99estimated | $196.98 | $15,001 – $50,000 | 8218940 EQUIFAX INC CMN * |
May 23, 2022 Spouse | Jun 10, 2022 | — CATERRILLAR INC (DELAWARE) CMEN * | Buy | — | — | $15,001 – $50,000 | 8218940 CATERRILLAR INC (DELAWARE) CMEN * |
May 23, 2022 Spouse | Jun 10, 2022 | — APPLIED MATERIALS INC OMN | Buy | — | — | $15,001 – $50,000 | 8218940 APPLIED MATERIALS INC OMN |
May 23, 2022 Spouse | Jun 10, 2022 | — AMPHENOL CORP CL-A (NEW) CMN | Buy | — | — | $15,001 – $50,000 | 8218940 AMPHENOL CORP CL-A (NEW) CMN |
May 23, 2022 Spouse | Jun 10, 2022 | — STATE STREET CORPORATION (NEW) CN | Buy | — | — | $15,001 – $50,000 | 8218940 STATE STREET CORPORATION (NEW) CN |
May 23, 2022 Spouse | Jun 10, 2022 | — BOOKING HOLDINGS INC. OMN | Buy | — | — | $15,001 – $50,000 | 8218940 BOOKING HOLDINGS INC. OMN |
May 23, 2022 Member | Jun 10, 2022 | — P NETAPP, INC CIN | Buy | — | — | $15,001 – $50,000 | 8218940 P NETAPP, INC CIN |
May 23, 2022 Member | Jun 10, 2022 | — P AMAZON.COM INC OMN | Buy | — | — | $50,001 – $100,000 | 8218940 P AMAZON.COM INC OMN |
May 23, 2022 Spouse | Jun 10, 2022 | HD Home Depot, Inc. (The) | Buy | 262.21estimated | $286.03 | $50,001 – $100,000 | 8218940 THE HOME DEPOT, INC. CMN |
May 22, 2022 Spouse | Jun 10, 2022 | TECH Bio-Techne Corp | Buy | 87.35estimated | $91.59 | $1,001 – $15,000 | 8218940 BIO TECHNE CORP CMN |
May 22, 2022 Spouse | Jun 10, 2022 | — BROWN FORMAN CORP CL B OMN CLASS B | Buy | — | — | $1,001 – $15,000 | 8218940 BROWN FORMAN CORP CL B OMN CLASS B |
May 20, 2022 Dependent | Jun 10, 2022 | — PUBLIC STORABE CMN | Buy | — | — | $1,001 – $15,000 | 8218940 PUBLIC STORABE CMN |
May 20, 2022 Dependent | Jun 10, 2022 | ABBV AbbVie Inc. | Buy | 52.98estimated | $151.01 | $1,001 – $15,000 | 8218940 ABBVIE INC CMN |
May 20, 2022 Dependent | Jun 10, 2022 | — WALGREENS BOOTS ALLANCE, INC. CM | Buy | — | — | $1,001 – $15,000 | 8218940 WALGREENS BOOTS ALLANCE, INC. CM |
May 20, 2022 Dependent | Jun 10, 2022 | DOV Dover Corporation | Buy | 61.18estimated | $130.78 | $1,001 – $15,000 | 8218940 DOVER CORPORATION CMN |
May 20, 2022 Dependent | Jun 10, 2022 | — MC DONALDS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8218940 MC DONALDS CORP CMN |
May 20, 2022 Member | Jun 10, 2022 | MDLZ Mondelez International, Inc. Class A | Buy | 130.75estimated | $61.19 | $1,001 – $15,000 | 8218940 MONDELEZ INTERNATIONAL, INC. CMN |
May 20, 2022 Dependent | Jun 10, 2022 | — MASTEACARD INCORPORATED CMN CL | Buy | — | — | $15,001 – $50,000 | 8218940 MASTEACARD INCORPORATED CMN CL |
May 20, 2022 Dependent | Jun 10, 2022 | — MONDELEZ INTERNATIONAL, INC. CAN | Buy | — | — | $1,001 – $15,000 | 8218940 MONDELEZ INTERNATIONAL, INC. CAN |
May 20, 2022 Dependent | Jun 10, 2022 | — VICI PROPERTIES INC. CMIN * | Buy | — | — | $1,001 – $15,000 | 8218940 VICI PROPERTIES INC. CMIN * |
May 20, 2022 Dependent | Jun 10, 2022 | — EXPEDIA GROUP INC OMIN | Buy | — | — | $1,001 – $15,000 | 8218940 EXPEDIA GROUP INC OMIN |
May 20, 2022 Dependent | Jun 10, 2022 | — ATLASSIAN CORPORATION PLC OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8218940 ATLASSIAN CORPORATION PLC OMN CLASS A |
May 20, 2022 Dependent | Jun 10, 2022 | — WEBSTER FINANCIAL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8218940 WEBSTER FINANCIAL CORP CMN |
May 20, 2022 Dependent | Jun 10, 2022 | — VERISION, ING, CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 VERISION, ING, CMN * |
May 20, 2022 Dependent | Jun 10, 2022 | — SVB FINANCIAL GROUP CMN | Buy | — | — | $1,001 – $15,000 | 8218940 SVB FINANCIAL GROUP CMN |
May 20, 2022 Member | Jun 10, 2022 | JCI Johnson Controls International plc Ordinary Share | Buy | 156.53estimated | $51.11 | $1,001 – $15,000 | 8218940 JOHNSON CONTROLS INTERNATIONAL CMN |
May 20, 2022 Dependent | Jun 10, 2022 | — MONSTER BEVERAGE CORPORATION CMA | Buy | — | — | $1,001 – $15,000 | 8218940 MONSTER BEVERAGE CORPORATION CMA |
May 20, 2022 Dependent | Jun 10, 2022 | — LESTEE LAUDER COS INC CL-A CMN | Buy | — | — | $1,001 – $15,000 | 8218940 LESTEE LAUDER COS INC CL-A CMN |
May 20, 2022 Dependent | Jun 10, 2022 | — DANAHER CORPORATION CMN | Buy | — | — | $15,001 – $50,000 | 8218940 DANAHER CORPORATION CMN |
May 20, 2022 Dependent | Jun 10, 2022 | BLDR Builders FirstSource, Inc. | Buy | 131.54estimated | $60.82 | $1,001 – $15,000 | 8218940 BUILDERS FIRSTSOURCE, INC. CMN |
May 20, 2022 Dependent | Jun 10, 2022 | DOC Healthpeak Properties, Inc. | Buy | 271.94estimated | $29.42 | $1,001 – $15,000 | 8218940 HEALTHPEAK PROPERTIES INC CMN |
May 20, 2022 Dependent | Jun 10, 2022 | — UBERTY MEDIA CORPORATION SERIES A * | Buy | — | — | $1,001 – $15,000 | 8218940 UBERTY MEDIA CORPORATION SERIES A * |
May 20, 2022 Dependent | Jun 10, 2022 | — SOUTHERN COPPER CORPORATION CIVI | Buy | — | — | $1,001 – $15,000 | 8218940 SOUTHERN COPPER CORPORATION CIVI |
May 19, 2022 Spouse | Jun 10, 2022 | UNP Union Pacific Corporation | Buy | 36.95estimated | $216.50 | $1,001 – $15,000 | 8218940 UNION PACIFIC CORP. CMN |
May 19, 2022 Member | Jun 10, 2022 | DD DuPont de Nemours, Inc. | Buy | 100.48estimated | $79.62 | $1,001 – $15,000 | 8218940 P [DUPONT DE NEMOURS INC CMN |
May 19, 2022 Spouse | Jun 10, 2022 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8218940 CORNING INCORPORATED CMN |
May 19, 2022 Dependent | Jun 10, 2022 | — UNITEDHEALTH GROUP INCORPORATE L * | Buy | — | — | $1,001 – $15,000 | 8218940 UNITEDHEALTH GROUP INCORPORATE L * |
May 18, 2022 Dependent | Jun 10, 2022 | MU Micron Technology, Inc. | Buy | 112.6estimated | $71.05 | $1,001 – $15,000 | 8218940 MICRON TECHNOLOGY, INC. CMN * |
May 18, 2022 Member | Jun 10, 2022 | — P CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8218940 P CORNING INCORPORATED CMN |
May 17, 2022 Spouse | Jun 10, 2022 | ADM Archer-Daniels-Midland Company | Buy | 90.27estimated | $88.63 | $1,001 – $15,000 | 8218940 ARCHER-DANIELS-MIDLAND COMPANY CMN |
May 17, 2022 Member | Jun 10, 2022 | MHK Mohawk Industries, Inc. | Buy | 56.38estimated | $141.90 | $1,001 – $15,000 | 8218940 P MOHAWK INDUSTRIES INC COMMON S |
May 17, 2022 Dependent | Jun 10, 2022 | MDLZ Mondelez International, Inc. Class A | Buy | 494.53estimated | $65.72 | $15,001 – $50,000 | 8218940 MONDELEZ INTERNATIONAL, INC. CMN * |
May 17, 2022 Dependent | Jun 10, 2022 | TSLA Tesla, Inc. | Buy | 31.51estimated | $253.87 | $1,001 – $15,000 | 8218940 TESLA, INC. CMN |
May 16, 2022 Spouse | Jun 10, 2022 | ADM Archer-Daniels-Midland Company | Buy | 91.77estimated | $87.18 | $1,001 – $15,000 | 8218940 ARCHER-DANIELS-MIDLAND COMPANY CMN |
May 16, 2022 Spouse | Jun 10, 2022 | MU Micron Technology, Inc. | Buy | 113.53estimated | $70.47 | $1,001 – $15,000 | 8218940 MICRON TECHNOLOGY, INC. CMN |
May 16, 2022 Dependent | Jun 10, 2022 | — HARTFORD FINANCIAL SRVCS GROUP CI | Buy | — | — | $1,001 – $15,000 | 8218940 HARTFORD FINANCIAL SRVCS GROUP CI |
May 16, 2022 Member | Jun 10, 2022 | GOOGL Alphabet Inc. Class A | Buy | 283.98estimated | $114.45 | $15,001 – $50,000 | 8218940 ALPHABET INC. CMN |
May 15, 2022 Spouse | Jun 10, 2022 | — (WALT DISNEY COMPANY (HE) CMS * | Buy | — | — | $15,001 – $50,000 | 8218940 (WALT DISNEY COMPANY (HE) CMS * |
May 14, 2022 Dependent | Jun 10, 2022 | BSX Boston Scientific Corporation | Buy | 201.73estimated | $39.66 | $1,001 – $15,000 | 8218940 BOSTON SCIENTIFIC CORP, COMMON STOCK |
May 13, 2022 Spouse | Jun 10, 2022 | COST Costco Wholesale Corporation | Buy | 16.09estimated | $497.27 | $1,001 – $15,000 | 8218940 COSTCO WHOLESALE CORPORATION CMN |
May 12, 2022 Dependent | Jun 10, 2022 | MHK Mohawk Industries, Inc. | Buy | 57.6estimated | $138.89 | $1,001 – $15,000 | 8218940 (MOHAWK INDUSTRIES INC COMMON S |
May 12, 2022 Member | Jun 10, 2022 | — P MOHAWK INDUSTRIES INC COMMON SI | Buy | — | — | $15,001 – $50,000 | 8218940 P MOHAWK INDUSTRIES INC COMMON SI |
May 12, 2022 Dependent | Jun 10, 2022 | — PFIZER INC. OMN | Buy | — | — | $15,001 – $50,000 | 8218940 PFIZER INC. OMN |
May 11, 2022 Spouse | Jun 10, 2022 | — ARCHER-DANIELS-MIDLAND COMPANY CAN | Buy | — | — | $1,001 – $15,000 | 8218940 ARCHER-DANIELS-MIDLAND COMPANY CAN |
May 11, 2022 Spouse | Jun 10, 2022 | UNP Union Pacific Corporation | Buy | 35.74estimated | $223.88 | $1,001 – $15,000 | 8218940 UNION PACIFIC CORP. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — WATERS CORPORATION COMMON STO! | Buy | — | — | $1,001 – $15,000 | 8218940 WATERS CORPORATION COMMON STO! |
May 10, 2022 Dependent | Jun 10, 2022 | — LIBERTY BROADBAND CORFORATION CI | Buy | — | — | $1,001 – $15,000 | 8218940 LIBERTY BROADBAND CORFORATION CI |
May 10, 2022 Dependent | Jun 10, 2022 | CDW CDW Corporation | Buy | 48.04estimated | $166.55 | $1,001 – $15,000 | 8218940 CDW CORPORATION CMN |
May 10, 2022 Dependent | Jun 10, 2022 | ALB Albemarle Corporation | Buy | 36.13estimated | $221.43 | $1,001 – $15,000 | 8218940 (ALBEMARLE CORP CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — (TARGET CORPORATION CVIN | Buy | — | — | $1,001 – $15,000 | 8218940 (TARGET CORPORATION CVIN |
May 10, 2022 Dependent | Jun 10, 2022 | ZBH Zimmer Biomet Holdings, Inc. | Buy | 70.08estimated | $114.17 | $1,001 – $15,000 | 8218940 ZIMMER BIOMET HOLDINGS INC * |
May 10, 2022 Dependent | Jun 10, 2022 | — MONOLTHIC POWER SYSTEMS, INC. GN | Buy | — | — | $1,001 – $15,000 | 8218940 MONOLTHIC POWER SYSTEMS, INC. GN |
May 10, 2022 Dependent | Jun 10, 2022 | SWKS Skyworks Solutions, Inc. | Buy | 77.86estimated | $102.76 | $1,001 – $15,000 | 8218940 SKYWORKS SOLUTIONS, INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | KKR KKR & Co. Inc. | Buy | 156.38estimated | $51.16 | $1,001 – $15,000 | 8218940 KKR & CO. INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — SEAGATE TECHNOLOGY HOLDIN PLC CM | Buy | — | — | $1,001 – $15,000 | 8218940 SEAGATE TECHNOLOGY HOLDIN PLC CM |
May 10, 2022 Member | Jun 10, 2022 | KO Coca-Cola Company (The) | Buy | 124.99estimated | $64.01 | $1,001 – $15,000 | 8218940 DI COCA-COLA COMPANY (THE) CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — LABIOMED, INC OMN | Buy | — | — | $1,001 – $15,000 | 8218940 LABIOMED, INC OMN |
May 10, 2022 Member | Jun 10, 2022 | — DÇ WASTE BIANAGEMENT INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 DÇ WASTE BIANAGEMENT INC CMN |
May 10, 2022 Member | Jun 10, 2022 | — BIO-RAD LABORATORIES, INC CMIN CLAS | Buy | — | — | $1,001 – $15,000 | 8218940 BIO-RAD LABORATORIES, INC CMIN CLAS |
May 10, 2022 Dependent | Jun 10, 2022 | — DUXE REALTY CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8218940 DUXE REALTY CORPORATION CMN |
May 10, 2022 Dependent | Jun 10, 2022 | DXCM DexCom, Inc. | Buy | 97.74estimated | $81.86 | $1,001 – $15,000 | 8218940 DEXCOM, INC. CMN * |
May 10, 2022 Member | Jun 10, 2022 | NVDA NVIDIA Corporation | Buy | 454.7estimated | $17.60 | $1,001 – $15,000 | 8218940 NVIDIA CORPORATION CMN * |
May 10, 2022 Dependent | Jun 10, 2022 | GILD Gilead Sciences, Inc. | Buy | 129.5estimated | $61.78 | $1,001 – $15,000 | 8218940 GILEAD SCIENCES CMN |
May 10, 2022 Dependent | Jun 10, 2022 | SHW Sherwin-Williams Company (The) | Buy | 30.04estimated | $266.37 | $1,001 – $15,000 | 8218940 SHERWIN-WILLIAMS CO CMN |
May 10, 2022 Dependent | Jun 10, 2022 | VMC Vulcan Materials Company (Holding Company) | Buy | 49.53estimated | $161.54 | $1,001 – $15,000 | 8218940 VULCAN MATERIALS CO CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — ACTIVISION BLIZZARD, INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 ACTIVISION BLIZZARD, INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — NETAPP, INC. CIN * | Buy | — | — | $1,001 – $15,000 | 8218940 NETAPP, INC. CIN * |
May 10, 2022 Dependent | Jun 10, 2022 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8218940 (BERKSHIRE HATHAWAY INC. CLASS B |
May 10, 2022 Dependent | Jun 10, 2022 | SCHW Charles Schwab Corporation (The) | Buy | 123.89estimated | $64.58 | $1,001 – $15,000 | 8218940 CHARLES SCHWAB CORPORATION CMN * |
May 10, 2022 Dependent | Jun 10, 2022 | RMD ResMed Inc. | Buy | 40.98estimated | $195.22 | $1,001 – $15,000 | 8218940 (RESMED INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | PG Procter & Gamble Company (The) | Buy | 51.69estimated | $154.79 | $1,001 – $15,000 | 8218940 PROCTER & GAMBLE COMPANY (THE) O |
May 10, 2022 Dependent | Jun 10, 2022 | — (COSTCO WHOLESALE CORPORATIÓN CN | Buy | — | — | $1,001 – $15,000 | 8218940 (COSTCO WHOLESALE CORPORATIÓN CN |
May 10, 2022 Dependent | Jun 10, 2022 | — ALEXANDRIA REAL ESTATE EQUITIES, IN | Buy | — | — | $1,001 – $15,000 | 8218940 ALEXANDRIA REAL ESTATE EQUITIES, IN |
May 10, 2022 Dependent | Jun 10, 2022 | NFLX Netflix, Inc. | Buy | 450.33estimated | $17.77 | $1,001 – $15,000 | 8218940 NETFLIX, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — ANSYS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 ANSYS, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | WST West Pharmaceutical Services, Inc. | Buy | 27.01estimated | $296.26 | $1,001 – $15,000 | 8218940 WEST PHARMACEUTICAL SERVICES INC |
May 10, 2022 Dependent | Jun 10, 2022 | EMR Emerson Electric Company | Buy | 95.69estimated | $83.61 | $1,001 – $15,000 | 8218940 EMERSON ELECTRIC CO. CMN |
May 10, 2022 Member | Jun 10, 2022 | UNP Union Pacific Corporation | Buy | 35.94estimated | $222.60 | $1,001 – $15,000 | 8218940 JUNION PACIFIC CORP. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | MRSH Marsh | Buy | 50.65estimated | $157.96 | $1,001 – $15,000 | 8218940 MARSH & MCLENNAN CO INC CMN * |
May 10, 2022 Dependent | Jun 10, 2022 | MSI Motorola Solutions, Inc. | Buy | 39.44estimated | $202.85 | $1,001 – $15,000 | 8218940 MOTOROLA SOLUTIONS INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — (ADVANCED MICHO DEVICES, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 (ADVANCED MICHO DEVICES, INC. CMN |
May 10, 2022 Member | Jun 10, 2022 | — DiC PHIUP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 DiC PHIUP MORRIS INTL INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | UPS United Parcel Service, Inc. | Buy | 43.96estimated | $182.01 | $1,001 – $15,000 | 8218940 (UNITED PARCEL SERVICE, INC. CLASS B 0 |
May 10, 2022 Dependent | Jun 10, 2022 | — TRUIST FINANCIAL CORPORATION CMINI | Buy | — | — | $15,001 – $50,000 | 8218940 TRUIST FINANCIAL CORPORATION CMINI |
May 10, 2022 Dependent | Jun 10, 2022 | — FIDELITY NATL INFD SVES INC CMN | Buy | — | — | $15,001 – $50,000 | 8218940 FIDELITY NATL INFD SVES INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — AMPHENOL CORP CLA (NEW) CMN | Buy | — | — | $15,001 – $50,000 | 8218940 AMPHENOL CORP CLA (NEW) CMN |
May 10, 2022 Dependent | Jun 10, 2022 | A Agilent Technologies, Inc. | Buy | 278.64estimated | $116.64 | $15,001 – $50,000 | 8218940 (AGILENT TECHNOLOGIES, INC. CMN * |
May 10, 2022 Dependent | Jun 10, 2022 | CRM Salesforce, Inc. | Buy | 194.44estimated | $167.15 | $15,001 – $50,000 | 8218940 (SALESFORCE INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | DIS Walt Disney Company (The) | Buy | 301.82estimated | $107.68 | $15,001 – $50,000 | 8218940 WALT DISNEY COMPANY (THE) CMN |
May 10, 2022 Spouse | Jun 10, 2022 | DD DuPont de Nemours, Inc. | Buy | 414.65estimated | $78.38 | $15,001 – $50,000 | 8218940 DUPONT DE NEMOURS INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — SYNOVUS FINANCIAL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8218940 SYNOVUS FINANCIAL CORP CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — UNITY SOFTWARE INC. CAN | Buy | — | — | $1,001 – $15,000 | 8218940 UNITY SOFTWARE INC. CAN |
May 10, 2022 Dependent | Jun 10, 2022 | — CROWN HOLDINGS INC CNN | Buy | — | — | $1,001 – $15,000 | 8218940 CROWN HOLDINGS INC CNN |
May 10, 2022 Dependent | Jun 10, 2022 | PLTR Palantir Technologies Inc. Class A | Buy | 1,097.46estimated | $7.29 | $1,001 – $15,000 | 8218940 PALANTIR TECHNOLOGIES INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | PTC PTC Inc. | Buy | 74.42estimated | $107.51 | $1,001 – $15,000 | 8218940 PTC INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | CZR Caesars Entertainment, Inc. | Buy | 157.58estimated | $50.77 | $1,001 – $15,000 | 8218940 CAESARS ENTERTAINMENT INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — HARTFORD FINANCIAL IRVCS GROUP CMN | Buy | — | — | $1,001 – $15,000 | 8218940 HARTFORD FINANCIAL IRVCS GROUP CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — LINCOLN NATL. CORP.INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 LINCOLN NATL. CORP.INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | BMRN BioMarin Pharmaceutical Inc. | Buy | 100.72estimated | $79.43 | $1,001 – $15,000 | 8218940 (BIOMARIN PHARMACEUTICAL INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8218940 BERKSHIRE HATHAWAY INC. CLASS B * |
May 10, 2022 Dependent | Jun 10, 2022 | — DOLLAR GENERAL CORPDRATION OMN | Buy | — | — | $1,001 – $15,000 | 8218940 DOLLAR GENERAL CORPDRATION OMN |
May 10, 2022 Dependent | Jun 10, 2022 | — UBIQUIT INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 UBIQUIT INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | STZ Constellation Brands, Inc. | Buy | 32.42estimated | $246.78 | $1,001 – $15,000 | 8218940 CONSTELLATION BRANDS INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | HST Host Hotels & Resorts, Inc. | Buy | 410.28estimated | $19.50 | $1,001 – $15,000 | 8218940 HOST HOTELS & RESORTS INC CMN |
May 10, 2022 Member | Jun 10, 2022 | — JUNIVERSAL HEALTH SVC CL B CMN | Buy | — | — | $1,001 – $15,000 | 8218940 JUNIVERSAL HEALTH SVC CL B CMN |
May 10, 2022 Dependent | Jun 10, 2022 | PLUG Plug Power, Inc. | Buy | 509.26estimated | $15.71 | $1,001 – $15,000 | 8218940 PLUG POWER INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | APO Apollo Global Management, Inc. (New) | Buy | 158.61estimated | $50.44 | $1,001 – $15,000 | 8218940 APOLLO GLOBAL MANAGEMENT INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | TTWO Take-Two Interactive Software, Inc. | Buy | 77.23estimated | $103.59 | $1,001 – $15,000 | 8218940 TAKE TWO INTERACTIVE SOFTWARE INC |
May 10, 2022 Dependent | Jun 10, 2022 | SBAC SBA Communications Corporation Class A | Buy | 25.37estimated | $315.34 | $1,001 – $15,000 | 8218940 ISBA COMMUNICATIONS CORPORATION CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — BROWN FORMAN CORP CL B CMN | Buy | — | — | $1,001 – $15,000 | 8218940 BROWN FORMAN CORP CL B CMN |
May 10, 2022 Dependent | Jun 10, 2022 | BALL Ball Corporation | Buy | 115.8estimated | $69.09 | $1,001 – $15,000 | 8218940 BALL CORPORATION CMN |
May 10, 2022 Dependent | Jun 10, 2022 | MRNA Moderna, Inc. | Buy | 60.46estimated | $132.32 | $1,001 – $15,000 | 8218940 MODERNA, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | CHWY Chewy, Inc. Class A | Buy | 296.97estimated | $26.94 | $1,001 – $15,000 | 8218940 CHEWY INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — DATADOG, INC. OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8218940 DATADOG, INC. OMN CLASS A |
May 10, 2022 Dependent | Jun 10, 2022 | — JUNIPER NETWORKS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 JUNIPER NETWORKS, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — COGNIZANT TECHNOLOGY SOLUTIONS CORP CLA • X | Buy | — | — | $1,001 – $15,000 | 8218940 COGNIZANT TECHNOLOGY SOLUTIONS CORP CLA • X |
May 10, 2022 Dependent | Jun 10, 2022 | CCL Carnival Corporation Ltd. Common Shares | Buy | 563.81estimated | $14.19 | $1,001 – $15,000 | 8218940 CARNIVAL CORPORATION CMN |
May 10, 2022 Member | Jun 10, 2022 | VTR Ventas, Inc. | Buy | 152.1estimated | $52.60 | $1,001 – $15,000 | 8218940 VENTAS, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | EWBC East West Bancorp, Inc. | Buy | 111.91estimated | $71.49 | $1,001 – $15,000 | 8218940 EAST WEST BANCORP INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | TRV The Travelers Companies, Inc. | Buy | 46.25estimated | $172.99 | $1,001 – $15,000 | 8218940 THE TRAVELERS COMPANIES, INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | WDAY Workday, Inc. Class A | Buy | 43.56estimated | $183.67 | $1,001 – $15,000 | 8218940 WORKDAY, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — LIBERTY MEDIA GROUP SERIES CUBERTY MEDIA | Buy | — | — | $1,001 – $15,000 | 8218940 LIBERTY MEDIA GROUP SERIES CUBERTY MEDIA |
May 10, 2022 Dependent | Jun 10, 2022 | — IBOSTON PROPERTIES, INC. COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8218940 IBOSTON PROPERTIES, INC. COMMON STOCK |
May 10, 2022 Dependent | Jun 10, 2022 | CDNS Cadence Design Systems, Inc. | Buy | 56.67estimated | $141.17 | $1,001 – $15,000 | 8218940 CADENCE DESIGN SYSTEMS INC CMN * |
May 10, 2022 Dependent | Jun 10, 2022 | — CHAMLES RIV LABS INTLING CMAN | Buy | — | — | $1,001 – $15,000 | 8218940 CHAMLES RIV LABS INTLING CMAN |
May 10, 2022 Dependent | Jun 10, 2022 | — WELLTOWER INC. CMH | Buy | — | — | $1,001 – $15,000 | 8218940 WELLTOWER INC. CMH |
May 10, 2022 Dependent | Jun 10, 2022 | TECH Bio-Techne Corp | Buy | 91.03estimated | $87.89 | $1,001 – $15,000 | 8218940 BIO TECHNE CORP CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — FIRST REPUBLIC BANK CMN | Buy | — | — | $1,001 – $15,000 | 8218940 FIRST REPUBLIC BANK CMN |
May 10, 2022 Dependent | Jun 10, 2022 | SPG Simon Property Group, Inc. | Buy | 67.19estimated | $119.07 | $1,001 – $15,000 | 8218940 SIMON PROPERTY GROUP INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | CTAS Cintas Corporation | Buy | 84.61estimated | $94.56 | $1,001 – $15,000 | 8218940 CINTAS CORPORATION CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — ISTATESTREET CORPORATION (NEW) OMN | Buy | — | — | $1,001 – $15,000 | 8218940 ISTATESTREET CORPORATION (NEW) OMN |
May 10, 2022 Dependent | Jun 10, 2022 | — MERCADOLIBRE, INC. OMN | Buy | — | — | $1,001 – $15,000 | 8218940 MERCADOLIBRE, INC. OMN |
May 10, 2022 Dependent | Jun 10, 2022 | ROP Roper Technologies, Inc. | Buy | 18.58estimated | $430.59 | $1,001 – $15,000 | 8218940 ROPER TECHNOLOGIES INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — COPART INC OMN | Buy | — | — | $1,001 – $15,000 | 8218940 COPART INC OMN |
May 10, 2022 Dependent | Jun 10, 2022 | PPG PPG Industries, Inc. | Buy | 63.98estimated | $125.04 | $1,001 – $15,000 | 8218940 PPG INDUSTRIES, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — WESTERN ALLIANCE BANCORP CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 WESTERN ALLIANCE BANCORP CMN * |
May 10, 2022 Dependent | Jun 10, 2022 | — FORTVE CORPORATIDN CIN | Buy | — | — | $1,001 – $15,000 | 8218940 FORTVE CORPORATIDN CIN |
May 10, 2022 Dependent | Jun 10, 2022 | — EQUITY RESIDENTIAL CMN | Buy | — | — | $1,001 – $15,000 | 8218940 EQUITY RESIDENTIAL CMN |
May 10, 2022 Dependent | Jun 10, 2022 | EFX Equifax, Inc. | Buy | 39.92estimated | $200.40 | $1,001 – $15,000 | 8218940 EQUIFAX INC. CMN * |
May 10, 2022 Dependent | Jun 10, 2022 | — SYNOPSYS INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8218940 SYNOPSYS INC. CMIN |
May 10, 2022 Dependent | Jun 10, 2022 | — IVERISK ANALYTICS, ING CMIN | Buy | — | — | $1,001 – $15,000 | 8218940 IVERISK ANALYTICS, ING CMIN |
May 10, 2022 Dependent | Jun 10, 2022 | ADSK Autodesk, Inc. | Buy | 42.92estimated | $186.41 | $1,001 – $15,000 | 8218940 AUTODESK, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | CARR Carrier Global Corporation Common Stock | Buy | 210.04estimated | $38.09 | $1,001 – $15,000 | 8218940 CARRIER GLOBAL CORPORATION CMN |
May 10, 2022 Dependent | Jun 10, 2022 | APD Air Products and Chemicals, Inc. | Buy | 34.68estimated | $230.68 | $1,001 – $15,000 | 8218940 AIR PRODUCTS & CHEMICALS INC CMN * |
May 10, 2022 Dependent | Jun 10, 2022 | POOL Pool Corporation | Buy | 20.21estimated | $395.94 | $1,001 – $15,000 | 8218940 POOL CORP CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — TRANE TECHNOLOGIES PUBUC LIMI CMN | Buy | — | — | $1,001 – $15,000 | 8218940 TRANE TECHNOLOGIES PUBUC LIMI CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — DUPONT DE NEMOURS INC CMIN | Buy | — | — | $1,001 – $15,000 | 8218940 DUPONT DE NEMOURS INC CMIN |
May 10, 2022 Dependent | Jun 10, 2022 | — EQUINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8218940 EQUINIX, INC. REIT |
May 10, 2022 Dependent | Jun 10, 2022 | — EDWARDS UFESCIENCES CORPORATI CMN | Buy | — | — | $1,001 – $15,000 | 8218940 EDWARDS UFESCIENCES CORPORATI CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — INTLFLAVORS & FRAGRANCE CMN | Buy | — | — | $1,001 – $15,000 | 8218940 INTLFLAVORS & FRAGRANCE CMN |
May 10, 2022 Dependent | Jun 10, 2022 | FCX Freeport-McMoRan, Inc. | Buy | 221.8estimated | $36.07 | $1,001 – $15,000 | 8218940 FREEPORT-MCMORAN INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — D.R. HORTON, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 D.R. HORTON, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | CME CME Group Inc. Class A | Buy | 39.95estimated | $200.27 | $1,001 – $15,000 | 8218940 CME GROUP INC, CMN |
May 10, 2022 Dependent | Jun 10, 2022 | ZTS Zoetis Inc. Class A | Buy | 49.19estimated | $162.65 | $1,001 – $15,000 | 8218940 ZOETIS INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | RF Regions Financial Corporation | Buy | 396.26estimated | $20.19 | $1,001 – $15,000 | 8218940 REGIONS FINANCIAL CORPORATION CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — FLEETCOR TECHNOLOGIES, INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 FLEETCOR TECHNOLOGIES, INC. CMN * |
May 10, 2022 Dependent | Jun 10, 2022 | — T-MOBILE US, INC. CAIN | Buy | — | — | $1,001 – $15,000 | 8218940 T-MOBILE US, INC. CAIN |
May 10, 2022 Member | Jun 10, 2022 | — CATERPILLAR INC (DELAWARE) CMIN | Buy | — | — | $1,001 – $15,000 | 8218940 CATERPILLAR INC (DELAWARE) CMIN |
May 10, 2022 Dependent | Jun 10, 2022 | CSX CSX Corporation | Buy | 244.07estimated | $32.78 | $1,001 – $15,000 | 8218940 CSX CORPORATION CMN |
May 10, 2022 Dependent | Jun 10, 2022 | ORCL Oracle Corporation | Buy | 110.31estimated | $72.53 | $1,001 – $15,000 | 8218940 ORACLE CORPORATION CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — CROWN CASTLE INTL CORP CMN | Buy | — | — | $1,001 – $15,000 | 8218940 CROWN CASTLE INTL CORP CMN |
May 10, 2022 Dependent | Jun 10, 2022 | KLAC KLA Corporation | Buy | 247.52estimated | $32.32 | $1,001 – $15,000 | 8218940 KLA CORP CMN |
May 10, 2022 Dependent | Jun 10, 2022 | TBBK The Bancorp Inc | Buy | 1,705.17estimated | $19.06 | $15,001 – $50,000 | 8218940 U.5. BANCORP CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — MEDTRONIC PUBLIC LIMITED COMPA CMN | Buy | — | — | $15,001 – $50,000 | 8218940 MEDTRONIC PUBLIC LIMITED COMPA CMN |
May 10, 2022 Dependent | Jun 10, 2022 | TXN Texas Instruments Incorporated | Buy | 193.18estimated | $168.24 | $15,001 – $50,000 | 8218940 TEXAS INSTRUMENTS INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — META PLATFORMS INC CMIN CLASS A | Buy | — | — | $15,001 – $50,000 | 8218940 META PLATFORMS INC CMIN CLASS A |
May 10, 2022 Dependent | Jun 10, 2022 | LIN Linde plc Ordinary Shares | Buy | — | — | $15,001 – $50,000 | 8218940 LINDE PLC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | ABT Abbott Laboratories | Buy | 304.45estimated | $106.75 | $15,001 – $50,000 | 8218940 ABBOTT LABORATORIES CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — VIRGNIA CMMNWLTH TRNSPTA BRD REV 5.0000) | Buy | — | — | $15,001 – $50,000 | 8218940 VIRGNIA CMMNWLTH TRNSPTA BRD REV 5.0000) |
May 10, 2022 Dependent | Jun 10, 2022 | INTC Intel Corporation | Buy | 738.48estimated | $44.01 | $15,001 – $50,000 | 8218940 LINTEL CORPORATION CMN. * |
May 10, 2022 Dependent | Jun 10, 2022 | CMCSA Comcast Corporation Class A | Buy | 859.1estimated | $37.83 | $15,001 – $50,000 | 8218940 COMCAST CORPORATION CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — CISCO SYSTEMS, ING. CAN | Buy | — | — | $15,001 – $50,000 | 8218940 CISCO SYSTEMS, ING. CAN |
May 10, 2022 Dependent | Jun 10, 2022 | — VISA INC. CIVIN CLASS A | Buy | — | — | $15,001 – $50,000 | 8218940 VISA INC. CIVIN CLASS A |
May 10, 2022 Dependent | Jun 10, 2022 | — VERIZON COMMUNICATIONS, INC. EMIN | Buy | — | — | $15,001 – $50,000 | 8218940 VERIZON COMMUNICATIONS, INC. EMIN |
May 10, 2022 Dependent | Jun 10, 2022 | — IPMORGAN CHASE & CO CMIN | Buy | — | — | $15,001 – $50,000 | 8218940 IPMORGAN CHASE & CO CMIN |
May 10, 2022 Member | Jun 10, 2022 | UNP Union Pacific Corporation | Sell | 35.94estimated | $222.60 | $1,001 – $15,000 | 8218940 C UNION PACIFIC CORP, CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — APPLE INC. CHIN | Buy | — | — | $50,001 – $100,000 | 8218940 APPLE INC. CHIN |
May 10, 2022 Dependent | Jun 10, 2022 | — AVANTOR FUNDING, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 AVANTOR FUNDING, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — EXPEDITORS INTERMATIONAL OF WA CI | Buy | — | — | $1,001 – $15,000 | 8218940 EXPEDITORS INTERMATIONAL OF WA CI |
May 10, 2022 Dependent | Jun 10, 2022 | SNA Snap-On Incorporated | Buy | 37.39estimated | $214.00 | $1,001 – $15,000 | 8218940 SNAP-ON INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — LINVITATION HOMES INC CIN | Buy | — | — | $1,001 – $15,000 | 8218940 LINVITATION HOMES INC CIN |
May 10, 2022 Dependent | Jun 10, 2022 | GMED Globus Medical, Inc. Class A | Buy | 130.68estimated | $61.22 | $1,001 – $15,000 | 8218940 GLOBUS MEDICAL INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | TWLO Twilio Inc. Class A | Buy | 81.83estimated | $97.77 | $1,001 – $15,000 | 8218940 TWILIO INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — INTERACTIVE BROKERS GROUP, INC OM | Buy | — | — | $1,001 – $15,000 | 8218940 INTERACTIVE BROKERS GROUP, INC OM |
May 10, 2022 Dependent | Jun 10, 2022 | — HAMERISOURCEUERGEN CORPORATION q | Buy | — | — | $1,001 – $15,000 | 8218940 HAMERISOURCEUERGEN CORPORATION q |
May 10, 2022 Dependent | Jun 10, 2022 | — PARAMOUNT GLOBAL CMN | Buy | — | — | $1,001 – $15,000 | 8218940 PARAMOUNT GLOBAL CMN |
May 10, 2022 Dependent | Jun 10, 2022 | PINS Pinterest, Inc. Class A | Buy | 395.67estimated | $20.22 | $1,001 – $15,000 | 8218940 PINTEREST INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | OKTA Okta, Inc. Class A | Buy | 87.37estimated | $91.57 | $1,001 – $15,000 | 8218940 OKTA, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | PAYX Paychex, Inc. | Buy | 66.6estimated | $120.13 | $1,001 – $15,000 | 8218940 PAYCHEX INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — SIRIUS XM HOLDINGS ING CMN | Buy | — | — | $1,001 – $15,000 | 8218940 SIRIUS XM HOLDINGS ING CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — ZOOM VIDEO COMMUNICATIONS INCO | Buy | — | — | $1,001 – $15,000 | 8218940 ZOOM VIDEO COMMUNICATIONS INCO |
May 10, 2022 Dependent | Jun 10, 2022 | CVS CVS Health Corporation | Buy | 81.5estimated | $98.16 | $1,001 – $15,000 | 8218940 CVS HEALTH CORP CMN |
May 10, 2022 Dependent | Jun 10, 2022 | AMCR Amcor plc Ordinary Shares | Buy | 127.4estimated | $62.80 | $1,001 – $15,000 | 8218940 (AMCOR PLC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — CORNING INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 8218940 CORNING INCORPORATED CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — SS&C TECHNOLOGIES HOLDINGS, IN CM | Buy | — | — | $1,001 – $15,000 | 8218940 SS&C TECHNOLOGIES HOLDINGS, IN CM |
May 10, 2022 Dependent | Jun 10, 2022 | IR Ingersoll Rand Inc. | Buy | 188.87estimated | $42.36 | $1,001 – $15,000 | 8218940 INGERSOLL RAND INC CMN |
May 10, 2022 Dependent | Jun 10, 2022 | QRVO QORVO, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 QORVO, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | EMN Eastman Chemical Company | Buy | 78.33estimated | $102.14 | $1,001 – $15,000 | 8218940 EASTMAN CHEMICAL COMPANY CMN |
May 10, 2022 Dependent | Jun 10, 2022 | ON ON Semiconductor Corporation | Buy | 148.51estimated | $53.87 | $1,001 – $15,000 | 8218940 ON SEMICONDUCTOR CORPORATION G |
May 10, 2022 Dependent | Jun 10, 2022 | — CIGNA CORP CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 CIGNA CORP CMN * |
May 10, 2022 Dependent | Jun 10, 2022 | — ALIGN TECHNOLOGY, INC CAN | Buy | — | — | $1,001 – $15,000 | 8218940 ALIGN TECHNOLOGY, INC CAN |
May 10, 2022 Dependent | Jun 10, 2022 | — SNAP INC. OVIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8218940 SNAP INC. OVIN CLASS A |
May 10, 2022 Dependent | Jun 10, 2022 | — PENUMBRA INC EMN | Buy | — | — | $1,001 – $15,000 | 8218940 PENUMBRA INC EMN |
May 10, 2022 Dependent | Jun 10, 2022 | — IBROADCOM INC. CAN | Buy | — | — | $1,001 – $15,000 | 8218940 IBROADCOM INC. CAN |
May 10, 2022 Dependent | Jun 10, 2022 | XYZ Block, Inc. Class A Common Stock, | Buy | 94.8estimated | $84.39 | $1,001 – $15,000 | 8218940 BLOCK, INC. CMN |
May 10, 2022 Dependent | Jun 10, 2022 | — REGENERON PHARMACEUTICAL INC CM | Buy | — | — | $1,001 – $15,000 | 8218940 REGENERON PHARMACEUTICAL INC CM |
May 10, 2022 Dependent | Jun 10, 2022 | CG The Carlyle Group Inc. | Sell | 208.4estimated | $36.46 | $1,001 – $15,000 | 8218940 CARLYLE GROUP INC/THE CMN |
May 9, 2022 Spouse | Jun 10, 2022 | — ADELITY NATL INFO SVCS INC.CMN | Buy | — | — | $1,001 – $15,000 | 8218940 ADELITY NATL INFO SVCS INC.CMN |
May 9, 2022 Dependent | Jun 10, 2022 | MTCH Match Group, Inc. | Buy | 113.15estimated | $70.71 | $1,001 – $15,000 | 8218940 MATCH GROUP, INC CMN |
May 8, 2022 Member | Jun 10, 2022 | A Agilent Technologies, Inc. | Buy | 619.43estimated | $121.08 | $50,001 – $100,000 | 8218940 P AGILENT TECHNOLOGIES, INC CMN |
May 8, 2022 Dependent | Jun 10, 2022 | — FIDELITY NATL INFO SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 FIDELITY NATL INFO SVCS INC CMN |
May 8, 2022 Dependent | Jun 10, 2022 | — ORACLE CORPORATION CUN | Buy | — | — | $1,001 – $15,000 | 8218940 ORACLE CORPORATION CUN |
May 6, 2022 Dependent | Jun 10, 2022 | AAPL Apple Inc. | Buy | 206.64estimated | $157.28 | $15,001 – $50,000 | 8218940 APPLE INC. CMN |
May 6, 2022 Spouse | Jun 10, 2022 | DE Deere & Company | Buy | 21.2estimated | $377.46 | $1,001 – $15,000 | 8218940 DEERE & COMPANY CMN |
May 6, 2022 Spouse | Jun 10, 2022 | — VF CORP CHN | Buy | — | — | $1,001 – $15,000 | 8218940 VF CORP CHN |
May 6, 2022 Spouse | Jun 10, 2022 | TFC Truist Financial Corporation | Buy | 163.08estimated | $49.06 | $1,001 – $15,000 | 8218940 TRUIST FINANCIAL CORPORATION CMN |
May 6, 2022 Member | Jun 10, 2022 | — P TUBER TECHNOLOGIES, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8218940 P TUBER TECHNOLOGIES, INC. CMIN |
May 6, 2022 Spouse | Jun 10, 2022 | — SKILLZ INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 SKILLZ INC. CMN |
May 6, 2022 Dependent | Jun 10, 2022 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | 162.18estimated | $49.33 | $1,001 – $15,000 | 8218940 CISCO SYSTEMS, INC. CMN |
May 6, 2022 Dependent | Jun 10, 2022 | MS Morgan Stanley | Buy | 94.98estimated | $84.23 | $1,001 – $15,000 | 8218940 MORGAN STANLEY CMN |
May 6, 2022 Dependent | Jun 10, 2022 | DE Deere & Company | Buy | 21.2estimated | $377.46 | $1,001 – $15,000 | 8218940 DEERE & COMPANY CMN |
May 6, 2022 Dependent | Jun 10, 2022 | — AMERICAN EXPRESS CO. CMIN | Buy | — | — | $1,001 – $15,000 | 8218940 AMERICAN EXPRESS CO. CMIN |
May 5, 2022 Dependent | Jun 10, 2022 | PG Procter & Gamble Company (The) | Buy | 210.41estimated | $154.46 | $15,001 – $50,000 | 8218940 PROCTER & GAMBLE COMPANY (THE) 4 |
May 5, 2022 Dependent | Jun 10, 2022 | — MICROSOFT CORPORATION EMN | Buy | — | — | $15,001 – $50,000 | 8218940 MICROSOFT CORPORATION EMN |
May 5, 2022 Spouse | Jun 10, 2022 | UNP Union Pacific Corporation | Buy | 34.56estimated | $231.48 | $1,001 – $15,000 | 8218940 UNION PACIFIC CORP. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — CERIDIAN HOM HOLDING INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 CERIDIAN HOM HOLDING INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — WESTERN ALLIANCE BANCORP CMN | Buy | — | — | $1,001 – $15,000 | 8218940 WESTERN ALLIANCE BANCORP CMN |
May 5, 2022 Member | Jun 10, 2022 | GNRC Generac Holdlings Inc. | Buy | 30.71estimated | $260.52 | $1,001 – $15,000 | 8218940 P GENERAC HOLDINGS INC, CMN |
May 5, 2022 Spouse | Jun 10, 2022 | FIVE Five Below, Inc. | Buy | 52.81estimated | $151.51 | $1,001 – $15,000 | 8218940 FIVE BELOW INC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — INTERACTIVE BROKERS GROUP, INC OMN CLASS, | Buy | — | — | $1,001 – $15,000 | 8218940 INTERACTIVE BROKERS GROUP, INC OMN CLASS, |
May 5, 2022 Spouse | Jun 10, 2022 | — ESCALER, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 ESCALER, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — GENPACT LIMITED CMN | Buy | — | — | $1,001 – $15,000 | 8218940 GENPACT LIMITED CMN |
May 5, 2022 Spouse | Jun 10, 2022 | WU Western Union Company (The) | Buy | 460.86estimated | $17.36 | $1,001 – $15,000 | 8218940 WESTERN UNION COMPANY (THE) CMN |
May 5, 2022 Spouse | Jun 10, 2022 | ISRG Intuitive Surgical, Inc. | Buy | 34.19estimated | $233.98 | $1,001 – $15,000 | 8218940 INTUITIVE SURGICAL, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — ROBERT HALF INTERNATIONAL INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 ROBERT HALF INTERNATIONAL INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — TRANE TECHNOLOGIES PUBLIC LIMI CMN | Buy | — | — | $1,001 – $15,000 | 8218940 TRANE TECHNOLOGIES PUBLIC LIMI CMN |
May 5, 2022 Spouse | Jun 10, 2022 | TPR Tapestry, Inc. | Buy | 254.15estimated | $31.48 | $1,001 – $15,000 | 8218940 TAPESTRY, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | UAA Under Armour, Inc. Class A | Buy | 559.87estimated | $14.29 | $1,001 – $15,000 | 8218940 UNDER ARMOUR, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | AFL AFLAC Incorporated | Buy | 137.87estimated | $58.03 | $1,001 – $15,000 | 8218940 AFLAC INCORPORATED CMN |
May 5, 2022 Spouse | Jun 10, 2022 | MRNA Moderna, Inc. | Buy | 56.33estimated | $142.02 | $1,001 – $15,000 | 8218940 MODERNA, INC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | AKAM Akamai Technologies, Inc. | Buy | 81.08estimated | $98.67 | $1,001 – $15,000 | 8218940 AKAMAI TECHNOLOGIES, INC. CMN * |
May 5, 2022 Spouse | Jun 10, 2022 | ESTC Elastic N.V. Ordinary Shares | Buy | 117.81estimated | $67.91 | $1,001 – $15,000 | 8218940 ELASTIC N.V. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — INVITTO OMES INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 INVITTO OMES INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | HUBS HubSpot, Inc. | Buy | 23.45estimated | $341.21 | $1,001 – $15,000 | 8218940 HUBSPOT INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | TTWO Take-Two Interactive Software, Inc. | Buy | 66.54estimated | $120.23 | $1,001 – $15,000 | 8218940 TAKE TWO INTERACTIVE SOFTWARE INC |
May 5, 2022 Member | Jun 10, 2022 | IDXX IDEXX Laboratories, Inc. | Buy | 20.77estimated | $385.11 | $1,001 – $15,000 | 8218940 Se IDEXX LABORATORIES CMN |
May 5, 2022 Member | Jun 10, 2022 | COO The Cooper Companies, Inc. | Buy | 91.99estimated | $86.97 | $1,001 – $15,000 | 8218940 P COOPER COMPANIES INC (NEW) CMN |
May 5, 2022 Member | Jun 10, 2022 | WST West Pharmaceutical Services, Inc. | Buy | 25.42estimated | $314.76 | $1,001 – $15,000 | 8218940 P: | WEST PHARMACEUTICAL SERVICES INC |
May 5, 2022 Spouse | Jun 10, 2022 | — MADISON SQUARE GARDEN SPORTS C CNN CLAS X | Buy | — | — | $1,001 – $15,000 | 8218940 MADISON SQUARE GARDEN SPORTS C CNN CLAS X |
May 5, 2022 Spouse | Jun 10, 2022 | ZBRA Zebra Technologies Corporation Class A | Buy | 23.01estimated | $347.75 | $1,001 – $15,000 | 8218940 ZEBRA TECHNOLOGIES INC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — LIVE NATION ENTERTAINMENT INC OMN | Buy | — | — | $1,001 – $15,000 | 8218940 LIVE NATION ENTERTAINMENT INC OMN |
May 5, 2022 Spouse | Jun 10, 2022 | — METAPLATFORMS INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 METAPLATFORMS INC CMN |
May 5, 2022 Member | Jun 10, 2022 | INTC Intel Corporation | Buy | 179.38estimated | $44.60 | $1,001 – $15,000 | 8218940 P INTEL CORPORATION CMN |
May 5, 2022 Spouse | Jun 10, 2022 | SNPS Synopsys, Inc. | Buy | 28.34estimated | $282.34 | $1,001 – $15,000 | 8218940 SYNOPSYS INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — BIO TECHNE COAP CMN | Buy | — | — | $1,001 – $15,000 | 8218940 BIO TECHNE COAP CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — TRUIST FINANCIAL CORPORATION CNN | Buy | — | — | $15,001 – $50,000 | 8218940 TRUIST FINANCIAL CORPORATION CNN |
May 5, 2022 Spouse | Jun 10, 2022 | — BAXTER INTERSATIONAL INC CMN * | Buy | — | — | $15,001 – $50,000 | 8218940 BAXTER INTERSATIONAL INC CMN * |
May 5, 2022 Spouse | Jun 10, 2022 | MTCH Match Group, Inc. | Buy | 422.74estimated | $76.88 | $15,001 – $50,000 | 8218940 MATCH GROUP, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — ECOLAB INC. CAN | Buy | — | — | $15,001 – $50,000 | 8218940 ECOLAB INC. CAN |
May 5, 2022 Spouse | Jun 10, 2022 | FTNT Fortinet, Inc. | Buy | 571.15estimated | $56.90 | $15,001 – $50,000 | 8218940 FORTINET, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — IMDODY'S CORPORATION CMN * | Buy | — | — | $15,001 – $50,000 | 8218940 IMDODY'S CORPORATION CMN * |
May 5, 2022 Spouse | Jun 10, 2022 | — EVS HEALTH CORP CVIN * | Buy | — | — | $15,001 – $50,000 | 8218940 EVS HEALTH CORP CVIN * |
May 5, 2022 Spouse | Jun 10, 2022 | SCHW Charles Schwab Corporation (The) | Buy | 465.29estimated | $69.85 | $15,001 – $50,000 | 8218940 CHARLES SCHWAB CORPORATION CMN |
May 5, 2022 Spouse | Jun 10, 2022 | PYPL PayPal Holdings, Inc. | Buy | 380.43estimated | $85.43 | $15,001 – $50,000 | 8218940 PAYPAL HOLDINGS, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | ABT Abbott Laboratories | Buy | 663.66estimated | $113.01 | $50,001 – $100,000 | 8218940 ABBOTT LABORATORIES CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — COMCAST QORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8218940 COMCAST QORPORATION CMN |
May 5, 2022 Member | Jun 10, 2022 | — P SNAP-ON INE CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 P SNAP-ON INE CMN * |
May 5, 2022 Spouse | Jun 10, 2022 | — DECKERS OUTDOORS CORP CMN | Buy | — | — | $1,001 – $15,000 | 8218940 DECKERS OUTDOORS CORP CMN |
May 5, 2022 Spouse | Jun 10, 2022 | LYFT Lyft, Inc. Class A | Buy | 363.16estimated | $22.03 | $1,001 – $15,000 | 8218940 LYFT, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — FASTLY, INC. OMN CLASS A | Buy | — | — | $1,001 – $15,000 | 8218940 FASTLY, INC. OMN CLASS A |
May 5, 2022 Spouse | Jun 10, 2022 | DBX Dropbox, Inc. Class A | Buy | 375.61estimated | $21.30 | $1,001 – $15,000 | 8218940 DROPBOX, INC, CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — TIX COMPANIES INC (NEW) CMN | Buy | — | — | $1,001 – $15,000 | 8218940 TIX COMPANIES INC (NEW) CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — FASTENAL COMPANY OMN | Buy | — | — | $1,001 – $15,000 | 8218940 FASTENAL COMPANY OMN |
May 5, 2022 Spouse | Jun 10, 2022 | BSY Bentley Systems, Incorporated Class B | Buy | 207.43estimated | $38.57 | $1,001 – $15,000 | 8218940 BENTLEY SYSTEMS, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | LRCX Lam Research Corporation | Buy | 166.22estimated | $48.13 | $1,001 – $15,000 | 8218940 LAM RESEARCH CORPORATION CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — PROSS STORES, INC CMM | Buy | — | — | $1,001 – $15,000 | 8218940 PROSS STORES, INC CMM |
May 5, 2022 Spouse | Jun 10, 2022 | QRVO QORVO, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 QORVO, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — (UBIQUIT INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 (UBIQUIT INC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — COMMSCOPE HOLDING COMPANY, INCE | Buy | — | — | $1,001 – $15,000 | 8218940 COMMSCOPE HOLDING COMPANY, INCE |
May 5, 2022 Spouse | Jun 10, 2022 | — NORWEGIAN CRUISE LINE HLDG LTD CH | Buy | — | — | $1,001 – $15,000 | 8218940 NORWEGIAN CRUISE LINE HLDG LTD CH |
May 5, 2022 Spouse | Jun 10, 2022 | LITE Lumentum Holdings Inc. | Buy | 90.08estimated | $88.82 | $1,001 – $15,000 | 8218940 LUMENTUM HOLDINGS INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — LIBERTY BROADBAND CORPORATION CH | Buy | — | — | $1,001 – $15,000 | 8218940 LIBERTY BROADBAND CORPORATION CH |
May 5, 2022 Spouse | Jun 10, 2022 | — FIVES, INCC | Buy | — | — | $1,001 – $15,000 | 8218940 FIVES, INCC |
May 5, 2022 Spouse | Jun 10, 2022 | — STERIS PUBLIC LIMITED COMPANY CMN | Buy | — | — | $1,001 – $15,000 | 8218940 STERIS PUBLIC LIMITED COMPANY CMN |
May 5, 2022 Member | Jun 10, 2022 | CDW CDW Corporation | Buy | 46.73estimated | $171.21 | $1,001 – $15,000 | 8218940 P CDW CORPORATION CMN * |
May 5, 2022 Member | Jun 10, 2022 | — P HEPAM SYSTEMS, INC, CMN •* | Buy | — | — | $1,001 – $15,000 | 8218940 P HEPAM SYSTEMS, INC, CMN •* |
May 5, 2022 Member | Jun 10, 2022 | — P /AIRBNE, INC. CMIN CLASSA | Buy | — | — | $1,001 – $15,000 | 8218940 P /AIRBNE, INC. CMIN CLASSA |
May 5, 2022 Spouse | Jun 10, 2022 | — EQLINIX, INC. REIT | Buy | — | — | $1,001 – $15,000 | 8218940 EQLINIX, INC. REIT |
May 5, 2022 Spouse | Jun 10, 2022 | ROKU Roku, Inc. Class A | Buy | 78.09estimated | $102.45 | $1,001 – $15,000 | 8218940 ROKU, INC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — UNITY SOFTWARE INC. CAN | Buy | — | — | $1,001 – $15,000 | 8218940 UNITY SOFTWARE INC. CAN |
May 5, 2022 Member | Jun 10, 2022 | — P INTERPUBUC GROUP COS CMN | Buy | — | — | $1,001 – $15,000 | 8218940 P INTERPUBUC GROUP COS CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — PENUMBRA NIC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 PENUMBRA NIC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | JBL Jabil Inc. | Buy | 136.97estimated | $58.41 | $1,001 – $15,000 | 8218940 JABIL INC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | PH Parker-Hannifin Corporation | Buy | 28.97estimated | $276.16 | $1,001 – $15,000 | 8218940 PARKER-HANNIFIN CORP. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | SNOW Snowflake Inc. | Buy | 48.14estimated | $166.18 | $1,001 – $15,000 | 8218940 SNOWFLAKE INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — CLOUDFLARE, INC. CMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8218940 CLOUDFLARE, INC. CMIN CLASS A |
May 5, 2022 Spouse | Jun 10, 2022 | — VERISIGN, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 VERISIGN, INC. CMN |
May 5, 2022 Member | Jun 10, 2022 | — STORE CAPITAL CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 8218940 STORE CAPITAL CORPORATION CMN |
May 5, 2022 Spouse | Jun 10, 2022 | TTD The Trade Desk, Inc. Class A | Buy | 145.04estimated | $55.16 | $1,001 – $15,000 | 8218940 TRADE DESK, INC. (THE) CMN * |
May 5, 2022 Spouse | Jun 10, 2022 | — INSULET CORFORATION CMN | Buy | — | — | $1,001 – $15,000 | 8218940 INSULET CORFORATION CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — MERCADOUBRE, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 MERCADOUBRE, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8218940 BERKSHIRE HATHAWAY INC. CLASS B * |
May 5, 2022 Spouse | Jun 10, 2022 | — DYNATRACE HOLDINGS LLC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 DYNATRACE HOLDINGS LLC CMN |
May 5, 2022 Member | Jun 10, 2022 | — P SNAF INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 P SNAF INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — COUPA SOFTWARE INCORPORATED CM * | Buy | — | — | $1,001 – $15,000 | 8218940 COUPA SOFTWARE INCORPORATED CM * |
May 5, 2022 Spouse | Jun 10, 2022 | — METUFE, INC. CRAN | Buy | — | — | $1,001 – $15,000 | 8218940 METUFE, INC. CRAN |
May 5, 2022 Spouse | Jun 10, 2022 | VICI VICI Properties Inc. | Buy | 268.83estimated | $29.76 | $1,001 – $15,000 | 8218940 VICI PROPERTIES INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — FISERV, INC. CMAN | Buy | — | — | $1,001 – $15,000 | 8218940 FISERV, INC. CMAN |
May 5, 2022 Spouse | Jun 10, 2022 | RNG RingCentral, Inc. Class A | Buy | 98.41estimated | $81.30 | $1,001 – $15,000 | 8218940 RINGCENTRAL, INC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | CG The Carlyle Group Inc. | Buy | 208.4estimated | $38.39 | $1,001 – $15,000 | 8218940 CARLYLE GROUP INC/THE CMN |
May 5, 2022 Member | Jun 10, 2022 | — P FORTUNE BRANDS HOME & SECURITY O | Buy | — | — | $1,001 – $15,000 | 8218940 P FORTUNE BRANDS HOME & SECURITY O |
May 5, 2022 Spouse | Jun 10, 2022 | OKTA Okta, Inc. Class A | Buy | 71.97estimated | $111.17 | $1,001 – $15,000 | 8218940 LOKTA, INC. CMN |
May 5, 2022 Member | Jun 10, 2022 | — PN KEYSIGHT TECHNOLOGIES, ING CMIN | Buy | — | — | $1,001 – $15,000 | 8218940 PN KEYSIGHT TECHNOLOGIES, ING CMIN |
May 5, 2022 Dependent | Jun 10, 2022 | — MATCH GROUP, INC. MN | Buy | — | — | $1,001 – $15,000 | 8218940 MATCH GROUP, INC. MN |
May 5, 2022 Spouse | Jun 10, 2022 | CIEN Ciena Corporation | Buy | 146.15estimated | $54.74 | $1,001 – $15,000 | 8218940 CIENA CORPORATION CMN |
May 5, 2022 Spouse | Jun 10, 2022 | RMD ResMed Inc. | Buy | 39.27estimated | $203.73 | $1,001 – $15,000 | 8218940 RESMED INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — ACTIVISION BLIZZARD, INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 ACTIVISION BLIZZARD, INC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | MSI Motorola Solutions, Inc. | Buy | 38.03estimated | $210.39 | $1,001 – $15,000 | 8218940 MOTOROLA SOLUTIONS INC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | ALGN Align Technology, Inc. | Buy | 28.2estimated | $283.72 | $1,001 – $15,000 | 8218940 MALIGN TECHNOLOGY, INC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | ILMN Illumina, Inc. | Buy | 27.93estimated | $286.43 | $1,001 – $15,000 | 8218940 ILLUMINA, INC CMN |
May 5, 2022 Spouse | Jun 10, 2022 | MA Mastercard Incorporated | Buy | 22.64estimated | $353.37 | $1,001 – $15,000 | 8218940 MASTERCARD INCORPORATED CMN |
May 5, 2022 Member | Jun 10, 2022 | CL Colgate-Palmolive Company | Buy | 105.15estimated | $76.09 | $1,001 – $15,000 | 8218940 P COLGATE-PALMOLIVE CO CMN |
May 5, 2022 Member | Jun 10, 2022 | — P HCA HEALTHCARE, INC CAN | Buy | — | — | $1,001 – $15,000 | 8218940 P HCA HEALTHCARE, INC CAN |
May 5, 2022 Spouse | Jun 10, 2022 | SWKS Skyworks Solutions, Inc. | Buy | 74.46estimated | $107.44 | $1,001 – $15,000 | 8218940 SKYWORKS SOLUTIONS, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | — INTERCONTINENTAL EXCHANGE INC CM | Buy | — | — | $1,001 – $15,000 | 8218940 INTERCONTINENTAL EXCHANGE INC CM |
May 5, 2022 Spouse | Jun 10, 2022 | — JUNPER NETWORKS, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 JUNPER NETWORKS, INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | VZ Verizon Communications Inc. | Buy | 167.23estimated | $47.84 | $1,001 – $15,000 | 8218940 VERIZON COMMUNICATIONS, INC, CMN |
May 5, 2022 Spouse | Jun 10, 2022 | C Citigroup, Inc. | Buy | 155.92estimated | $51.31 | $1,001 – $15,000 | 8218940 CITIGROUP INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | EBAY eBay Inc. | Buy | 676.53estimated | $48.04 | $15,001 – $50,000 | 8218940 EBAY INC. CMN |
May 5, 2022 Member | Jun 10, 2022 | GOOGL Alphabet Inc. Class A | Buy | 278.96estimated | $116.51 | $15,001 – $50,000 | 8218940 P ALPHABET INC. CMN |
May 5, 2022 Spouse | Jun 10, 2022 | MS Morgan Stanley | Buy | 382.63estimated | $84.94 | $15,001 – $50,000 | 8218940 MORGAN STANLEY CMN * |
May 5, 2022 Spouse | Jun 10, 2022 | — EDWARDS UFESCIENCES CORPORATI GN | Buy | — | — | $15,001 – $50,000 | 8218940 EDWARDS UFESCIENCES CORPORATI GN |
May 5, 2022 Dependent | Jun 10, 2022 | — AMERICAN TOWER CORPORATION CHA | Buy | — | — | $1,001 – $15,000 | 8218940 AMERICAN TOWER CORPORATION CHA |
May 5, 2022 Dependent | Jun 10, 2022 | — APPLE INC. OMN | Buy | — | — | $1,001 – $15,000 | 8218940 APPLE INC. OMN |
May 4, 2022 Member | Jun 10, 2022 | CMCSA Comcast Corporation Class A | Buy | 204.77estimated | $39.07 | $1,001 – $15,000 | 8218940 P [COMCAST CORPORATION CMN |
May 4, 2022 Member | Jun 10, 2022 | CMCSA Comcast Corporation Class A | Buy | 204.77estimated | $39.07 | $1,001 – $15,000 | 8218940 DI COMCAST CORPORATION CMN |
May 4, 2022 Dependent | Jun 10, 2022 | NVDA NVIDIA Corporation | Buy | 393.45estimated | $20.33 | $1,001 – $15,000 | 8218940 INVIDIA CORPORATION CMN |
May 3, 2022 Spouse | Jun 10, 2022 | — FIDELITY NATL INFO SVCS INC CMN | Buy | — | — | $1,001 – $15,000 | 8218940 FIDELITY NATL INFO SVCS INC CMN |
May 3, 2022 Spouse | Jun 10, 2022 | — TWITTER, INC. CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 TWITTER, INC. CMN * |
May 3, 2022 Spouse | Jun 10, 2022 | — BECTON, DICKINSON AND COMPANY CAN | Buy | — | — | $15,001 – $50,000 | 8218940 BECTON, DICKINSON AND COMPANY CAN |
May 3, 2022 Spouse | Jun 10, 2022 | — ROYAL CARIBBEAN GROUP ISIN: ROODS | Buy | — | — | $1,001 – $15,000 | 8218940 ROYAL CARIBBEAN GROUP ISIN: ROODS |
May 3, 2022 Dependent | Jun 10, 2022 | — LABDRATORY CORPDRATION OF AMER | Buy | — | — | $1,001 – $15,000 | 8218940 LABDRATORY CORPDRATION OF AMER |
May 3, 2022 Dependent | Jun 10, 2022 | — TAKETWO INTERACTIVE SOFTWARE INE | Buy | — | — | $1,001 – $15,000 | 8218940 TAKETWO INTERACTIVE SOFTWARE INE |
May 3, 2022 Dependent | Jun 10, 2022 | T AT&T Inc. | Buy | 413.89estimated | $19.33 | $1,001 – $15,000 | 8218940 AT&T INC. CMN |
May 2, 2022 Dependent | Jun 10, 2022 | MSFT Microsoft Corporation | Buy | 114.25estimated | $284.47 | $15,001 – $50,000 | 8218940 MICROSOFT CORPORATION CMN * |
May 2, 2022 Spouse | Jun 10, 2022 | MSFT Microsoft Corporation | Buy | 28.12estimated | $284.47 | $1,001 – $15,000 | 8218940 MICROSOFT CORPORATION CMN |
May 2, 2022 Spouse | Jun 10, 2022 | — MET NASHVILLE DAVIDSON CNTY TN GO | Buy | — | — | $15,001 – $50,000 | 8218940 MET NASHVILLE DAVIDSON CNTY TN GO |
May 2, 2022 Spouse | Jun 10, 2022 | — LORD OF REGENTS UNIV OF TEX SYS REV | Buy | — | — | $15,001 – $50,000 | 8218940 LORD OF REGENTS UNIV OF TEX SYS REV |
May 2, 2022 Spouse | Jun 10, 2022 | — ALPHABET INC. OMN CLASS C | Buy | — | — | $1,001 – $15,000 | 8218940 ALPHABET INC. OMN CLASS C |
May 2, 2022 Dependent | Jun 10, 2022 | MSFT Microsoft Corporation | Buy | 28.12estimated | $284.47 | $1,001 – $15,000 | 8218940 MICROSOFT CORPORATION CMN |
May 2, 2022 Dependent | Jun 10, 2022 | — CAPITAL ONE FINANCIAL CO HYBRID PEL | Buy | — | — | $1,001 – $15,000 | 8218940 CAPITAL ONE FINANCIAL CO HYBRID PEL |
May 2, 2022 Member | Jun 10, 2022 | — BANK OF AMERICA CORPORATION HYBE | Buy | — | — | $1,001 – $15,000 | 8218940 BANK OF AMERICA CORPORATION HYBE |
May 2, 2022 Dependent | Jun 10, 2022 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $1,001 – $15,000 | 8218940 BERKSHIRE HATHAWAY INC. CLASS B |
May 2, 2022 Dependent | Jun 10, 2022 | MSFT Microsoft Corporation | Buy | 28.12estimated | $284.47 | $1,001 – $15,000 | 8218940 MICROSOFT CORPORATION CMN |
Apr 27, 2022 Member | May 6, 2022 | — AFTIV PLC CMAN | Buy | — | — | $1,001 – $15,000 | 8218730 AFTIV PLC CMAN |
Apr 21, 2022 Member | May 6, 2022 | — aUrAX U COAH FICAWE WILLAMS LD SMAN | Receive | — | — | $1,001 – $15,000 | 8218730 aUrAX U COAH FICAWE WILLAMS LD SMAN |
Apr 20, 2022 Spouse | May 8, 2023 | BIIB Biogen Inc. | Sell | 36.3estimated | $220.43 | $1,001 – $15,000 | 8219521 BIOGEN INC. CMN |
Apr 12, 2022 Spouse | May 8, 2023 | — ABEVIE INC CMN | Buy | — | — | $1,001 – $15,000 | 8219521 ABEVIE INC CMN |
Mar 29, 2022 Member | Oct 7, 2022 | — PUT ASP | Buy | — | — | $1,001 – $15,000 | 8219242 PUT ASP |
Mar 28, 2022 Spouse | Jun 10, 2022 | — SPOTIFY TECHNOLOGY SA, CMN | Buy | — | — | $1,001 – $15,000 | 8218940 SPOTIFY TECHNOLOGY SA, CMN |
Mar 23, 2022 Spouse | Sep 8, 2022 | — BOSTON SCENTIPIC CORN. COMMON STOCK | Buy | — | — | $1,001 – $15,000 | 8219207 BOSTON SCENTIPIC CORN. COMMON STOCK |
Mar 23, 2022 Spouse | Jun 10, 2022 | — SEAGATE TECHNOLDSY HOLDIN PLE CHIN | Buy | — | — | $1,001 – $15,000 | 8218940 SEAGATE TECHNOLDSY HOLDIN PLE CHIN |
Mar 23, 2022 Spouse | Jun 10, 2022 | NOW ServiceNow, Inc. | Buy | 286.12estimated | $113.59 | $15,001 – $50,000 | 8218940 SERVICENOW INC CMN |
Mar 21, 2022 Dependent | Sep 8, 2022 | — S&C TECHNOLOGIES HOLDINGS, IN OMN | Sell | — | — | $1,001 – $15,000 | 8219207 S&C TECHNOLOGIES HOLDINGS, IN OMN |
Mar 20, 2022 Spouse | Oct 7, 2022 | — (PUTASP | Buy | — | — | $1,001 – $15,000 | 8219242 (PUTASP |
Mar 10, 2022 Dependent | Jun 10, 2022 | LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) | Buy | 80.21estimated | $99.74 | $1,001 – $15,000 | 8218940 (LYONDELLBASELL INDUSTRIES N.V, CMN |
Mar 10, 2022 Dependent | Jun 10, 2022 | — IFS INC CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 IFS INC CMN * |
Mar 10, 2022 Member | Jun 10, 2022 | — DIC GENERAL MOTORS COMPANY CMN * | Buy | — | — | $1,001 – $15,000 | 8218940 DIC GENERAL MOTORS COMPANY CMN * |
Mar 10, 2022 Dependent | Jun 10, 2022 | — CERIDIAN HOM HOLDING INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 CERIDIAN HOM HOLDING INC. CMN |
Mar 10, 2022 Dependent | Jun 10, 2022 | — FORTUNE BRANDS HOME & SECURITY O | Buy | — | — | $1,001 – $15,000 | 8218940 FORTUNE BRANDS HOME & SECURITY O |
Mar 10, 2022 Dependent | Jun 10, 2022 | — PEPSICD, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 PEPSICD, INC. CMN |
Mar 8, 2022 Spouse | Jun 10, 2022 | KKR KKR & Co. Inc. | Buy | 153.06estimated | $52.27 | $1,001 – $15,000 | 8218940 KKR & CO. INC. CMN |
Mar 5, 2022 Spouse | Jun 10, 2022 | — DATADOG, INC. CMIN CLASS A | Buy | — | — | $1,001 – $15,000 | 8218940 DATADOG, INC. CMIN CLASS A |
Mar 5, 2022 Spouse | Jun 10, 2022 | WIX Wix.com Ltd. Ordinary Shares | Buy | 108.84estimated | $73.51 | $1,001 – $15,000 | 8218940 WIX.COM LTD CMN |
Mar 5, 2022 Spouse | Jun 10, 2022 | LEN Lennar Corporation Class A | Buy | 93.4estimated | $85.66 | $1,001 – $15,000 | 8218940 LENNAR CORPORATION CMN |
Mar 2, 2022 Dependent | Sep 8, 2022 | — SYNOVUS FINANCIAL CORP CMN | Buy | — | — | $15,001 – $50,000 | 8219207 SYNOVUS FINANCIAL CORP CMN |
Mar 1, 2022 Dependent | Sep 8, 2022 | — MATCH GROUP, INC. CMIN | Receive | — | — | $1,001 – $15,000 | 8219207 MATCH GROUP, INC. CMIN |
Feb 25, 2022 Spouse | Mar 3, 2023 | BKNG Booking Holdings Inc. | Sell | 0estimated | $91.26 | $1,001 – $15,000 | 8219417 BOOKING HOLDINGS INC. CMN |
Feb 20, 2022 Member | Mar 8, 2022 | — VI CORS CON OMFORLE MEXICAN GRILL, LAC CIM | Receive | — | — | $1,001 – $15,000 | 8218597 VI CORS CON OMFORLE MEXICAN GRILL, LAC CIM |
Feb 18, 2022 Spouse | Aug 9, 2022 | — UNITED RENTALS, LIC DUM | Buy | — | — | $1,001 – $15,000 | 8219155 UNITED RENTALS, LIC DUM |
Feb 17, 2022 Spouse | Dec 6, 2022 | — PUT/XSP | Buy | — | — | $15,001 – $50,000 | 8219288 PUT/XSP |
Feb 17, 2022 Member | Mar 8, 2022 | — GARMEN LTD CAM! | Buy | — | — | $1,001 – $15,000 | 8218597 GARMEN LTD CAM! |
Feb 17, 2022 Member | Mar 8, 2022 | — TASTIC NV. DUN PALANTIA TECHMOLOGIES MAC. CMM | Buy | — | — | $1,001 – $15,000 | 8218597 TASTIC NV. DUN PALANTIA TECHMOLOGIES MAC. CMM |
Feb 17, 2022 Member | Mar 8, 2022 | — ZEBRA TECHNOLOGIES MIC KM CLAST A THE KRATT WEINZ CO CMN | Buy | — | — | $1,001 – $15,000 | 8218597 ZEBRA TECHNOLOGIES MIC KM CLAST A THE KRATT WEINZ CO CMN |
Feb 14, 2022 Member | Mar 8, 2022 | — PEGASISTENS INC CH TEMPTING CALL LAP LIC CANN | Buy | — | — | $1,001 – $15,000 | 8218597 PEGASISTENS INC CH TEMPTING CALL LAP LIC CANN |
Feb 14, 2022 Member | Mar 8, 2022 | — LEMMAT CORFORATION CAN CLASS C PAYCDM SOFTWARE, INC. C.MM | Buy | — | — | $1,001 – $15,000 | 8218597 LEMMAT CORFORATION CAN CLASS C PAYCDM SOFTWARE, INC. C.MM |
Feb 14, 2022 Member | Mar 8, 2022 | — AMETEK MAC (WEW CMM AGHA CON CUM | Buy | — | — | $1,001 – $15,000 | 8218597 AMETEK MAC (WEW CMM AGHA CON CUM |
Feb 11, 2022 Member | Mar 8, 2022 | — ANATOM COM MC CMN | Buy | — | — | $1,001 – $15,000 | 8218597 ANATOM COM MC CMN |
Feb 7, 2022 Spouse | Feb 8, 2022 | — Visa Inc. PayPal Hotdirugs Inc | Buy | — | — | $1,001 – $15,000 | 8218560 Visa Inc. PayPal Hotdirugs Inc |
Feb 6, 2022 Dependent | Oct 7, 2022 | — HOCROCHIF TECHNOLDEY INCORPORA CMN | Buy | — | — | $1,001 – $15,000 | 8219242 HOCROCHIF TECHNOLDEY INCORPORA CMN |
Feb 6, 2022 Dependent | Sep 8, 2022 | — WELLS FARGO & CO (NEW) CMM | Buy | — | — | $1,001 – $15,000 | 8219207 WELLS FARGO & CO (NEW) CMM |
Feb 6, 2022 Dependent | Aug 9, 2022 | GOOGL Alphabet Inc. Class A | Buy | 55.83estimated | $143.29 | $1,001 – $15,000 | 8219155 ALPHABET INC CMN |
Feb 5, 2022 Member | Aug 9, 2022 | — SATY PICCH | Buy | — | — | $15,001 – $50,000 | 8219155 SATY PICCH |
Feb 4, 2022 Member | Feb 8, 2022 | — CAPITAL ORE MANCIA, CORP CMN | Receive | — | — | $25,000,001 – $50,000,000 | 8218560 CAPITAL ORE MANCIA, CORP CMN |
Feb 2, 2022 Dependent | Sep 8, 2022 | — PHIUP MORRIS INTL INC CMN | Buy | — | — | $1,001 – $15,000 | 8219207 PHIUP MORRIS INTL INC CMN |
Feb 2, 2022 Member | Mar 8, 2022 | — P 5P merfl ing. Equinta inc | Receive | — | — | $15,001 – $50,000 | 8218597 P 5P merfl ing. Equinta inc |
Feb 1, 2022 Dependent | Sep 8, 2022 | — DELL TECHNOLOGIES INC. CMAN | Sell | — | — | $1,001 – $15,000 | 8219207 DELL TECHNOLOGIES INC. CMAN |
Feb 1, 2022 Dependent | Sep 8, 2022 | PRU Prudential Financial, Inc. | Receive | 70.38estimated | $113.67 | $1,001 – $15,000 | 8219207 PRUDENTIAL FINANCIAL INC CMN |
Feb 1, 2022 Dependent | Sep 8, 2022 | — EATON CORP PLE CMN | Sell | — | — | $1,001 – $15,000 | 8219207 EATON CORP PLE CMN |
Jan 31, 2022 Spouse | Dec 6, 2022 | — PUT/XSP | Buy | — | — | $1,001 – $15,000 | 8219288 PUT/XSP |
Jan 24, 2022 Member | Feb 8, 2022 | — DOLAR TREE TOREL, INE CAM WDARDAN, IMC. CNIN CLASS A | Sell | — | — | $1,001 – $15,000 | 8218560 DOLAR TREE TOREL, INE CAM WDARDAN, IMC. CNIN CLASS A |
Jan 11, 2022 Member | Feb 8, 2022 | — ETEROUF LAIC CMIN STANKER CORPOHATIOM CÚM CHTOTE MEAN CIULL, iNC бИ | Buy | — | — | $1,001 – $15,000 | 8218560 ETEROUF LAIC CMIN STANKER CORPOHATIOM CÚM CHTOTE MEAN CIULL, iNC бИ |
Jan 10, 2022 Dependent | Jun 10, 2022 | TRMB Trimble Inc. | Buy | 101.57estimated | $78.77 | $1,001 – $15,000 | 8218940 TRIMBLE INC CMN * |
Jan 6, 2022 Spouse | Dec 6, 2022 | — IPUT2SP | Buy | — | — | $15,001 – $50,000 | 8219288 IPUT2SP |
Dec 11, 2021 Spouse | Jan 7, 2022 | — Microsoft Care... THs Markit Ltd | Buy | — | — | $15,001 – $50,000 | 8218518 Microsoft Care... THs Markit Ltd |
Dec 7, 2021 Member | Jan 7, 2022 | — TWILIO INC. CHN CULS A LIVERS HEALTH SAC AL BICUM CLAD | Receive | — | — | $1,001 – $15,000 | 8218518 TWILIO INC. CHN CULS A LIVERS HEALTH SAC AL BICUM CLAD |
Dec 6, 2021 Member | Jan 6, 2023 | — DS _KROGER COMPANY CAN. * | Buy | — | — | $1,001 – $15,000 | 8219318 DS _KROGER COMPANY CAN. * |
Dec 6, 2021 Member | Dec 7, 2021 | — CVI HEALTH COAP CHAN PHILIP HOAMS INTL INC OMN | Buy | — | — | $1,001 – $15,000 | 8218490 CVI HEALTH COAP CHAN PHILIP HOAMS INTL INC OMN |
Dec 5, 2021 Spouse | Dec 7, 2021 | — Nyidla Corporation CME Group Inc | Buy | — | — | $15,001 – $50,000 | 8218490 Nyidla Corporation CME Group Inc |
Nov 28, 2021 Member | Dec 7, 2021 | — MENICEN TOWER CORPORATION CHN NTHENL, LIC. DMM | Receive | — | — | $1,001 – $15,000 | 8218490 MENICEN TOWER CORPORATION CHN NTHENL, LIC. DMM |
Nov 5, 2021 Member | Nov 9, 2021 | — COCACOLA HIROMAN PARTNERTA OMN. ENCOMTAS HEALTH CORPORATION CMI | Buy | — | — | $50,001 – $100,000 | 8218426 COCACOLA HIROMAN PARTNERTA OMN. ENCOMTAS HEALTH CORPORATION CMI |
Nov 3, 2021 Spouse | Dec 7, 2021 | — ACTIVSION BUZZARD INC COM VEA INC | Buy | — | — | $1,001 – $15,000 | 8218490 ACTIVSION BUZZARD INC COM VEA INC |
Nov 2, 2021 Member | Dec 7, 2021 | — BOSTOH SOENTIAC CORP DISNEY WALT CO COM | Buy | — | — | $1,001 – $15,000 | 8218490 BOSTOH SOENTIAC CORP DISNEY WALT CO COM |
Nov 2, 2021 Member | Dec 7, 2021 | — SOUTHWIST AIRLINES CO CMN | Buy | — | — | $1,001 – $15,000 | 8218490 SOUTHWIST AIRLINES CO CMN |
Nov 2, 2021 Member | Dec 7, 2021 | — VIATRE NIC OMNI WESTERHUMON COMPANY THE CHH | Buy | — | — | $1,001 – $15,000 | 8218490 VIATRE NIC OMNI WESTERHUMON COMPANY THE CHH |
Nov 1, 2021 Dependent | Dec 7, 2021 | — IA UMITED SPONSOREO ADH CM X DIMPAMES ING (NEW CM1 | Buy | — | — | $1,001 – $15,000 | 8218490 IA UMITED SPONSOREO ADH CM X DIMPAMES ING (NEW CM1 |
Oct 22, 2021 Member | Nov 9, 2021 | — MET COLINGL WANH LINNEAPOLS CIE A0000K 030LEL MS THOMAS AMTY LA SCH DIST DA EN 04021 MS PURDUE LAEV IND LOV REVS REV SN OT 04/27 !L | Receive | — | — | $1,001 – $15,000 | 8218426 MET COLINGL WANH LINNEAPOLS CIE A0000K 030LEL MS THOMAS AMTY LA SCH DIST DA EN 04021 MS PURDUE LAEV IND LOV REVS REV SN OT 04/27 !L |
Oct 19, 2021 Member | Nov 9, 2021 | — P 5P Matsh Group Inc. Mumina Inc | Buy | — | — | $1,001 – $15,000 | 8218426 P 5P Matsh Group Inc. Mumina Inc |
Oct 7, 2021 Member | Nov 9, 2021 | — STANLEY BLACK & DECKEN, HMC. CN TIUIE TECH RLOG/ES PURLIC LIME CMH | Buy | — | — | $1,001 – $15,000 | 8218426 STANLEY BLACK & DECKEN, HMC. CN TIUIE TECH RLOG/ES PURLIC LIME CMH |
Oct 4, 2021 Member | Nov 9, 2021 | — NOMIE TAK | Receive | — | — | $1,001 – $15,000 | 8218426 NOMIE TAK |
Oct 4, 2021 Member | Oct 14, 2021 | — MORGAN STANLY CAN MORGAN STANLEY OMN | Receive | — | — | $1,001 – $15,000 | 8218398 MORGAN STANLY CAN MORGAN STANLEY OMN |
Oct 3, 2021 Member | Oct 7, 2022 | — APTIN PIC ON | Buy | — | — | $1,001 – $15,000 | 8219242 APTIN PIC ON |
Aug 10, 2021 Member | Jun 10, 2022 | KMX CarMax Inc | Buy | 59.13estimated | $135.31 | $1,001 – $15,000 | 8218940 CARMAX, INC. CMN |
Jul 2, 2021 Member | Aug 13, 2021 | — Roper Tectnalentes Ina. Vulcan Materiah ta | Receive | — | — | $1,001 – $15,000 | 8218261 Roper Tectnalentes Ina. Vulcan Materiah ta |
Jul 1, 2021 Member | Oct 14, 2021 | — LAS VEGAS VALLEY MEV WTA DIST DH 5.0000K DE DUZLJO SUN PRAIME WAS 60 14 04/D1 ZI AG | Buy | — | — | $1,001 – $15,000 | 8218398 LAS VEGAS VALLEY MEV WTA DIST DH 5.0000K DE DUZLJO SUN PRAIME WAS 60 14 04/D1 ZI AG |
Jun 16, 2021 Spouse | Jul 13, 2021 | — CARE Group Inc. Nudia Corporation | Buy | — | — | $15,001 – $50,000 | 8218147 CARE Group Inc. Nudia Corporation |
May 23, 2021 Member | Jun 10, 2022 | — P TE CONNECTIVITY LTD CMM | Buy | — | — | $15,001 – $50,000 | 8218940 P TE CONNECTIVITY LTD CMM |
May 13, 2021 Dependent | Jun 10, 2021 | — IMS Markete Lid Snap inc | Buy | — | — | $1,001 – $15,000 | 8218109 IMS Markete Lid Snap inc |
May 6, 2021 Member | Jun 10, 2021 | — Motorola Solutions Inc MET Bank Corp | Buy | — | — | $1,001 – $15,000 | 8218109 Motorola Solutions Inc MET Bank Corp |
Apr 12, 2021 Member | May 14, 2021 | — PEPSICO. PMC CMN | Receive | — | — | $1,001 – $15,000 | 8218031 PEPSICO. PMC CMN |
Apr 10, 2021 Spouse | May 8, 2023 | — CARRIA GLOBAL CERPORATION CUN | Receive | — | — | $1,001 – $15,000 | 8219521 CARRIA GLOBAL CERPORATION CUN |
Mar 24, 2021 Dependent | Apr 7, 2023 | — MEDTRONIC PUBLIC LIMITED COMPA CMN | Buy | — | — | $1,001 – $15,000 | 8219444 MEDTRONIC PUBLIC LIMITED COMPA CMN |
Mar 14, 2021 Spouse | Apr 7, 2023 | — DOLLAR GENERAL CORPORATION OMN | Buy | — | — | $1,001 – $15,000 | 8219444 DOLLAR GENERAL CORPORATION OMN |
Mar 9, 2021 Member | Oct 14, 2021 | — WESTIHGHOUSE AIK BRAKE TECHNOL CMNI PHILIPS 6B CMN | Buy | — | — | $1,001 – $15,000 | 8218398 WESTIHGHOUSE AIK BRAKE TECHNOL CMNI PHILIPS 6B CMN |
Mar 8, 2021 Dependent | Apr 16, 2021 | — CAlE Group Ins. Match Group inc | Buy | — | — | $1,001 – $15,000 | 8217938 CAlE Group Ins. Match Group inc |
Mar 2, 2021 Member | Mar 12, 2021 | — MOMEYMEL INIT. WO CMN | Buy | — | — | $100,001 – $250,000 | 8217894 MOMEYMEL INIT. WO CMN |
Feb 28, 2021 Member | Mar 3, 2023 | — MAINE ST GD SX 0B:02/231D | Buy | — | — | $1,001 – $15,000 | 8219417 MAINE ST GD SX 0B:02/231D |
Feb 17, 2021 Member | Mar 8, 2022 | — ROOM VIDEO COMMUNICATION INE CAN CLASS A.. DEL ITOINOLOOIES HAC CAN | Buy | — | — | $1,001 – $15,000 | 8218597 ROOM VIDEO COMMUNICATION INE CAN CLASS A.. DEL ITOINOLOOIES HAC CAN |
Feb 17, 2021 Member | Mar 8, 2022 | DOCU DocuSign, Inc. | Buy | 31.38estimated | $254.98 | $1,001 – $15,000 | 8218597 DOCUSIGN, INC. CMN |
Feb 1, 2021 Dependent | Mar 12, 2021 | — TDI MOFT SCH DAT LET TAX ***x× | Buy | — | — | $1,001 – $15,000 | 8217894 TDI MOFT SCH DAT LET TAX ***x× |
Jan 21, 2021 Member | Feb 8, 2022 | — CALL СОМ-АСЯ КОПРОВАТЕ СИЙ OTAREDO E TECHMOLOCIÉS, WIC. CMI | Buy | — | — | $1,001 – $15,000 | 8218560 CALL СОМ-АСЯ КОПРОВАТЕ СИЙ OTAREDO E TECHMOLOCIÉS, WIC. CMI |
Jan 21, 2021 Member | Nov 9, 2021 | — PUTESN | Buy | — | — | $1,001 – $15,000 | 8218426 PUTESN |
Oct 21, 2020 Member | Nov 20, 2020 | — DANAHER CORPORATION | Sell | — | — | $1,001 – $15,000 | 8217740 DANAHER CORPORATION |
Oct 12, 2020 Member | May 6, 2022 | — SVE FINANCIAL GITILT DUN РОДЯМ, ІНЕ СМН FATTE NAL COMPANY CIAN | Buy | — | — | $1,001 – $15,000 | 8218730 SVE FINANCIAL GITILT DUN РОДЯМ, ІНЕ СМН FATTE NAL COMPANY CIAN |
Jul 24, 2020 Spouse | Aug 17, 2020 | — WALGNE ENS BOOTS ALLANCE, CIC. CMNI ANALOI SVIES, INC OMM | Buy | — | — | $1,001 – $15,000 | 8217557 WALGNE ENS BOOTS ALLANCE, CIC. CMNI ANALOI SVIES, INC OMM |
Jul 2, 2020 Dependent | Aug 7, 2024 | — DELTA AIRLINES, INC. CMIN | Buy | — | — | $1,001 – $15,000 | 8220570 DELTA AIRLINES, INC. CMIN |
Jul 2, 2020 Member | Nov 20, 2020 | — PRATHE KNAS DE SN 0 /01-21 FA | Receive | — | — | Over $50,000,001 | 8217740 PRATHE KNAS DE SN 0 /01-21 FA |
May 27, 2020 Spouse | Jun 17, 2020 | — HAST REPUBLIC BANK GUDEWIRE SOFTWARE INC | Receive | — | — | $1,001 – $15,000 | 8217329 HAST REPUBLIC BANK GUDEWIRE SOFTWARE INC |
May 21, 2020 Member | Jun 17, 2020 | — Location: Cincinnat, OH Location: Cinennet, QH | Receive | — | — | $1,001 – $15,000 | 8217329 Location: Cincinnat, OH Location: Cinennet, QH |
May 20, 2020 Member | Jun 17, 2020 | — FOAD MATOR COME CAN MUSTATE COMPORATION COMAMOM STOICA | Sell | — | — | $1,001 – $15,000 | 8217329 FOAD MATOR COME CAN MUSTATE COMPORATION COMAMOM STOICA |
May 20, 2020 Member | Jun 17, 2020 | — MARNOTT INTERNATIONAL, IS CUN CLASS A SCHLIN LENGE LID CLIM | Buy | — | — | $1,001 – $15,000 | 8217329 MARNOTT INTERNATIONAL, IS CUN CLASS A SCHLIN LENGE LID CLIM |
May 20, 2020 Member | Jun 17, 2020 | — PRUDENTIAL FINANCIAL NC CMN | Buy | — | — | $1,001 – $15,000 | 8217329 PRUDENTIAL FINANCIAL NC CMN |
May 20, 2020 Member | Jun 17, 2020 | — BODING COMMANY CMN | Buy | — | — | $1,001 – $15,000 | 8217329 BODING COMMANY CMN |
May 19, 2020 Spouse | Jun 17, 2020 | — BROWNE BROWN INE COSTAR GROUP INC | Sell | — | — | $1,001 – $15,000 | 8217329 BROWNE BROWN INE COSTAR GROUP INC |
May 19, 2020 Spouse | Jun 17, 2020 | — BQUINK INC AMERICAN TOWER REIT COM | Receive | — | — | $1,001 – $15,000 | 8217329 BQUINK INC AMERICAN TOWER REIT COM |
May 13, 2020 Member | Jun 17, 2020 | — JARCH CAPTAL CHOUP LTD AMERCO | Buy | — | — | $25,000,001 – $50,000,000 | 8217329 JARCH CAPTAL CHOUP LTD AMERCO |
May 13, 2020 Spouse | Jun 17, 2020 | — SLACK TECHNOL OBESINC GLA RESTALRANT BRANDS INTL WAC COM | Buy | — | — | $1,001 – $15,000 | 8217329 SLACK TECHNOL OBESINC GLA RESTALRANT BRANDS INTL WAC COM |
May 13, 2020 Spouse | Jun 17, 2020 | — [LIBERTY BROAOBAND CORP S-C HS MARKIT LTD | Sell | — | — | $1,001 – $15,000 | 8217329 [LIBERTY BROAOBAND CORP S-C HS MARKIT LTD |
May 6, 2020 Spouse | Jun 10, 2022 | — MARNER BROS DISCOVERY ING CHIN * | Buy | — | — | $15,001 – $50,000 | 8218940 MARNER BROS DISCOVERY ING CHIN * |
Apr 24, 2020 Member | May 13, 2020 | — AREEYE, INE ENN MAN SARANDS INC CMU | Buy | — | — | $1,001 – $15,000 | 8217213 AREEYE, INE ENN MAN SARANDS INC CMU |
Apr 22, 2020 Spouse | Jun 17, 2020 | — PUTASP PUTASP | Buy | — | — | $1,001 – $15,000 | 8217329 PUTASP PUTASP |
Apr 21, 2020 Member | May 13, 2020 | — DELTA AIM LINES, GIC. CMN | Buy | — | — | $1,001 – $15,000 | 8217213 DELTA AIM LINES, GIC. CMN |
Apr 20, 2020 Spouse | Jul 17, 2020 | — TILLER TECH HOL DULES MA | Buy | — | — | $1,001 – $15,000 | 8217394 TILLER TECH HOL DULES MA |
Apr 17, 2020 Spouse | May 13, 2020 | — PUT ASP PUT ASP PUT/ASP | Sell | — | — | $25,000,001 – $50,000,000 | 8217213 PUT ASP PUT ASP PUT/ASP |
Apr 14, 2020 Member | May 13, 2020 | — CATEAPILLAR INC (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 8217213 CATEAPILLAR INC (DELAWARE) CMN |
Apr 14, 2020 Member | May 13, 2020 | — ALK MARLE CORP CMN | Buy | — | — | $1,001 – $15,000 | 8217213 ALK MARLE CORP CMN |
Apr 7, 2020 Member | May 13, 2020 | — US. BANCORP CHI BANK OF AMERICA COAP CHH | Buy | — | — | $1,001 – $15,000 | 8217213 US. BANCORP CHI BANK OF AMERICA COAP CHH |
Mar 20, 2020 Member | Jun 17, 2020 | — a93 MARATHOM PETROLEURI CONDONATIOM CMM DOW INC CHA AILSTATE COR ORATKI COMON STOCK | Buy | — | — | $1,001 – $15,000 | 8217329 a93 MARATHOM PETROLEURI CONDONATIOM CMM DOW INC CHA AILSTATE COR ORATKI COMON STOCK |
Mar 15, 2020 Member | Jun 17, 2020 | — FUT SP 22510X05/12020 R21 4xP 0/13-792 | Receive | — | — | $25,000,001 – $50,000,000 | 8217329 FUT SP 22510X05/12020 R21 4xP 0/13-792 |
Mar 14, 2020 Member | Aug 17, 2020 | — PUT APP MTAS PFIZER INC. CINN | Buy | — | — | $25,000,001 – $50,000,000 | 8217557 PUT APP MTAS PFIZER INC. CINN |
Feb 22, 2020 Spouse | Mar 9, 2020 | — P ELLAHESE CORFOHATION LOMMON STOCK INTLFLAVCRS & FRAGTLANCE ONIM | Sell | — | — | $15,001 – $50,000 | 8217060 P ELLAHESE CORFOHATION LOMMON STOCK INTLFLAVCRS & FRAGTLANCE ONIM |
Feb 21, 2020 Spouse | Mar 9, 2020 | — PALLASINO CORPIOF AMERICA COMMCH STOLK TETRON INC.DEL CHL | Buy | — | — | $15,001 – $50,000 | 8217060 PALLASINO CORPIOF AMERICA COMMCH STOLK TETRON INC.DEL CHL |
Feb 20, 2020 Member | Mar 3, 2023 | — UMITEDMEALTA GROUD IICORPORATE CHIN | Sell | — | — | $1,001 – $15,000 | 8219417 UMITEDMEALTA GROUD IICORPORATE CHIN |
Feb 20, 2020 Member | Mar 9, 2020 | — VIACOMES HIC CMN | Buy | — | — | $15,001 – $50,000 | 8217060 VIACOMES HIC CMN |
Feb 20, 2020 Member | Mar 9, 2020 | — DELTA AIR LINES, INC. CAN DUPONT DE NEMOURS INC OMN | Sell | — | — | $1,001 – $15,000 | 8217060 DELTA AIR LINES, INC. CAN DUPONT DE NEMOURS INC OMN |
Feb 19, 2020 Spouse | Mar 9, 2020 | — WELLS FANGO & CO NEW CMN | Buy | — | — | $1,001 – $15,000 | 8217060 WELLS FANGO & CO NEW CMN |
Feb 15, 2020 Member | Oct 21, 2020 | — WALT DISHY COMPANY THE CAN | Receive | — | — | Over $50,000,001 | 8217686 WALT DISHY COMPANY THE CAN |
Feb 12, 2020 Member | Apr 20, 2020 | — FACEBOOK INCOHA | Sell | — | — | $1,001 – $15,000 | 8217164 FACEBOOK INCOHA |
Feb 12, 2020 Member | Mar 9, 2020 | — LDONE INC CMM FEDEX CORTORATION CAN | Sell | — | — | $1,001 – $15,000 | 8217060 LDONE INC CMM FEDEX CORTORATION CAN |
Feb 11, 2020 Member | Mar 9, 2020 | — ALEXION HANCELITICALS, INC. CMNI COSTCO WHDLESALE CORMORATION OMN | Sell | — | — | $1,001 – $15,000 | 8217060 ALEXION HANCELITICALS, INC. CMNI COSTCO WHDLESALE CORMORATION OMN |
Feb 11, 2020 Spouse | Mar 9, 2020 | — OLD POMUNON FREIGHT UNE INE CLAL OCP MIDSTHAM LF OUN | Buy | — | — | $15,001 – $50,000 | 8217060 OLD POMUNON FREIGHT UNE INE CLAL OCP MIDSTHAM LF OUN |
Feb 11, 2020 Member | Mar 9, 2020 | — TARGET CONTO CHL PUBUC-INC ENTRAPSE GROUP HALTING CO | Sell | — | — | $1,001 – $15,000 | 8217060 TARGET CONTO CHL PUBUC-INC ENTRAPSE GROUP HALTING CO |
Feb 11, 2020 Member | Mar 9, 2020 | — REPUBLIC SERVICES NC CUN AMELEKING CIEW) OMN | Sell | — | — | $1,001 – $15,000 | 8217060 REPUBLIC SERVICES NC CUN AMELEKING CIEW) OMN |
Feb 11, 2020 Member | Mar 9, 2020 | — RAYMOMA JAMES FINANCHL, INC. CARI BAXTER INTERMATION: INC CAM | Buy | — | — | $1,001 – $15,000 | 8217060 RAYMOMA JAMES FINANCHL, INC. CARI BAXTER INTERMATION: INC CAM |
Feb 10, 2020 Member | Mar 8, 2022 | — LEST BUY CO INC CUM DAVO. INC. CHN | Buy | — | — | $1,001 – $15,000 | 8218597 LEST BUY CO INC CUM DAVO. INC. CHN |
Feb 9, 2020 Dependent | Mar 9, 2020 | — SNAP INC. CLA SNAP ING. CLA | Sell | — | — | $15,001 – $50,000 | 8217060 SNAP INC. CLA SNAP ING. CLA |
Feb 8, 2020 Member | Feb 10, 2020 | — VENTAS, INC. CUM DOLLAR GENERAL COAPORATIOK CMN | Receive | — | — | $15,001 – $50,000 | 8216965 VENTAS, INC. CUM DOLLAR GENERAL COAPORATIOK CMN |
Feb 8, 2020 Dependent | Feb 10, 2020 | NVDA NVIDIA Corporation | Receive | 1,271.98estimated | $6.29 | $1,001 – $15,000 | 8216965 NVIDIA CORPORATION NVIDIA CORPORATION |
Feb 4, 2020 Member | Feb 10, 2020 | — GOAVO, ING. CMN | Receive | — | — | $15,001 – $50,000 | 8216965 GOAVO, ING. CMN |
Feb 4, 2020 Member | Feb 10, 2020 | — AMPHENOL CORE CLA NEW CUN CLASS A KLA CONF CNI | Receive | — | — | $15,001 – $50,000 | 8216965 AMPHENOL CORE CLA NEW CUN CLASS A KLA CONF CNI |
Feb 4, 2020 Member | Feb 10, 2020 | — GEHERAL ELECTRIC CO CAN MAXIM INTEGRATED PRICHUCTS INCOMK | Receive | — | — | $100,001 – $250,000 | 8216965 GEHERAL ELECTRIC CO CAN MAXIM INTEGRATED PRICHUCTS INCOMK |
Feb 4, 2020 Member | Feb 10, 2020 | — MERCE & CO., INC CHIN | Receive | — | — | $100,001 – $250,000 | 8216965 MERCE & CO., INC CHIN |
Feb 4, 2020 Member | Feb 10, 2020 | — THE PROGHESSIVE OORFORATION CMN | Receive | — | — | $15,001 – $50,000 | 8216965 THE PROGHESSIVE OORFORATION CMN |
Jan 29, 2020 Member | Feb 10, 2020 | — APPLE INC OMN CINGROUP INC. CMM | Receive | — | — | $15,001 – $50,000 | 8216965 APPLE INC OMN CINGROUP INC. CMM |
Jan 28, 2020 Member | Feb 10, 2020 | — GRA MiC | Receive | — | — | $15,001 – $50,000 | 8216965 GRA MiC |
Jan 27, 2020 Dependent | Feb 10, 2020 | INTU Intuit Inc. | Sell | 0estimated | $283.76 | $15,001 – $50,000 | 8216965 INTUIT INC INTUIT INC |
Jan 27, 2020 Dependent | Feb 10, 2020 | — ALIGH TECHNOLOGY ALIGN TECHNOLOGY | Sell | — | — | $15,001 – $50,000 | 8216965 ALIGH TECHNOLOGY ALIGN TECHNOLOGY |
Jan 27, 2020 Spouse | Feb 10, 2020 | — NETFUX INC NETPUX INC | Receive | — | — | $15,001 – $50,000 | 8216965 NETFUX INC NETPUX INC |
Jan 24, 2020 Member | May 13, 2020 | — MERCK E.CO, NC CMN | Buy | — | — | $1,001 – $15,000 | 8217213 MERCK E.CO, NC CMN |
Jan 10, 2020 Member | Feb 10, 2020 | — PRINCIPAL FIMANCEL GROUP, INC CMN | Sell | — | — | $15,001 – $50,000 | 8216965 PRINCIPAL FIMANCEL GROUP, INC CMN |
Jan 8, 2020 Member | Feb 10, 2020 | — AM COMPAHY CMHI DOCH MOBIL CORPORATION CN HONEYWIL INTL INC CNE | Buy | — | — | $15,001 – $50,000 | 8216965 AM COMPAHY CMHI DOCH MOBIL CORPORATION CN HONEYWIL INTL INC CNE |
Jan 3, 2020 Member | Feb 10, 2020 | — CHURCH & DWIGHT CO,, MC DAN CENTERPOINT ENERGY, INC CMN | Sell | — | — | $1,001 – $15,000 | 8216965 CHURCH & DWIGHT CO,, MC DAN CENTERPOINT ENERGY, INC CMN |
Jan 2, 2020 Dependent | May 13, 2020 | — HILTON MOALOWIDE HOLDINGS ING MIN HAANSARANDY INC CNN | Buy | — | — | $1,001 – $15,000 | 8217213 HILTON MOALOWIDE HOLDINGS ING MIN HAANSARANDY INC CNN |
Jan 1, 2020 Member | Feb 10, 2020 | — UHUM GHUP QL.. WEY OHLEUSER COMPANY OUN | Sell | — | — | $1,001 – $15,000 | 8216965 UHUM GHUP QL.. WEY OHLEUSER COMPANY OUN |
Jan 1, 2020 Spouse | Feb 10, 2020 | — DARDEN RESTALMANTS, INCOMK ORHOOM GROUP ONE | Sell | — | — | $1,001 – $15,000 | 8216965 DARDEN RESTALMANTS, INCOMK ORHOOM GROUP ONE |
Dec 27, 2019 Dependent | Jan 9, 2020 | — NVIDIA CORPORATION NVIDHA CORPORATION | Receive | — | — | $15,001 – $50,000 | 8216879 NVIDIA CORPORATION NVIDHA CORPORATION |
Dec 27, 2019 Spouse | Jan 9, 2020 | ALGN Align Technology, Inc. | Receive | 117.06estimated | $277.64 | $15,001 – $50,000 | 8216879 ALIGN TECHNOLOGY |
Dec 27, 2019 Member | Jan 9, 2020 | — NVIDIA CORPORATIÓN ALKIN TECHNOLDGY | Sell | — | — | $15,001 – $50,000 | 8216879 NVIDIA CORPORATIÓN ALKIN TECHNOLDGY |
Dec 22, 2019 Spouse | Jan 9, 2020 | — NETTLIX INC BOOKING HOLDINGS INC BOOKING HOLDING5 WC | Receive | — | — | $15,001 – $50,000 | 8216879 NETTLIX INC BOOKING HOLDINGS INC BOOKING HOLDING5 WC |
Nov 27, 2019 Member | Dec 11, 2019 | — P INTUIT INC EQUINIX INC COM PAR $0.001 | Sell | — | — | $15,001 – $50,000 | 8216805 P INTUIT INC EQUINIX INC COM PAR $0.001 |
Nov 17, 2019 Spouse | Jan 9, 2020 | — LEN GLOBAL INC COMI FACEBOOK INC CLA | Sell | — | — | $15,001 – $50,000 | 8216879 LEN GLOBAL INC COMI FACEBOOK INC CLA |
Oct 21, 2019 Member | Nov 12, 2019 | CMG Chipotle Mexican Grill, Inc. | Sell | 0estimated | $17.03 | $15,001 – $50,000 | 8216662 CHIPOTLE MEXICAN GRILL, INC. CMN |
Oct 21, 2019 Member | Nov 12, 2019 | — TAPESTRY LIC CAL THE COME CHATON CHNI | Sell | — | — | $15,001 – $50,000 | 8216662 TAPESTRY LIC CAL THE COME CHATON CHNI |
Oct 15, 2019 Member | Nov 12, 2019 | — OCCIDENTAL PETROLEUM CORD CMU DCP MIDSTREAM LP OMN | Receive | — | — | $1,001 – $15,000 | 8216662 OCCIDENTAL PETROLEUM CORD CMU DCP MIDSTREAM LP OMN |
Sep 16, 2019 Spouse | Oct 16, 2019 | — BLUEBIRO BID INC CMN | Receive | — | — | $15,001 – $50,000 | 9115484 BLUEBIRO BID INC CMN |
Sep 16, 2019 Member | Oct 16, 2019 | — CBS CORPORATION CMN | Receive | — | — | $15,001 – $50,000 | 9115484 CBS CORPORATION CMN |
Sep 11, 2019 Member | Oct 16, 2019 | — PUT /XSP 1 | Receive | — | — | $1,001 – $15,000 | 9115484 PUT /XSP 1 |
Sep 6, 2019 Spouse | Oct 16, 2019 | — ECOLAB INC NVIDIA CORPORATION | Receive | — | — | $15,001 – $50,000 | 9115484 ECOLAB INC NVIDIA CORPORATION |
Sep 4, 2019 Spouse | Oct 16, 2019 | — VISA INC CLA ¡ESTEE ALUDER CO INC CLA | Receive | — | — | $15,001 – $50,000 | 9115484 VISA INC CLA ¡ESTEE ALUDER CO INC CLA |
Sep 1, 2019 Spouse | Oct 16, 2019 | PFE Pfizer, Inc. | Receive | 935.29estimated | $34.75 | $15,001 – $50,000 | 9115484 P PFIZER INC. CMN |
Aug 26, 2019 Dependent | Sep 11, 2019 | — AT&I ING. CMN | Sell | — | — | $15,001 – $50,000 | 9115384 AT&I ING. CMN |
Aug 21, 2019 Spouse | Sep 11, 2019 | — CAESARS ENTERIAINMENT CORP CMN | Receive | — | — | $1,001 – $15,000 | 9115384 CAESARS ENTERIAINMENT CORP CMN |
Aug 12, 2019 Member | Sep 11, 2019 | — COMCAST COOKPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9115384 COMCAST COOKPORATION CMN |
Aug 12, 2019 Member | Sep 11, 2019 | ENTG Entegris, Inc. | Sell | 0estimated | $41.07 | $15,001 – $50,000 | 9115384 ENTEGRIS, INC. CMN |
Aug 12, 2019 Member | Sep 11, 2019 | BIIB Biogen Inc. | Receive | 34.64estimated | $230.96 | $1,001 – $15,000 | 9115384 BIOGEN INC. CMN |
Aug 12, 2019 Member | Sep 11, 2019 | — VALERO ENERGY CORPORATION CMA GRAPHIC PACKAGING LOGOO CMN | Sell | — | — | $1,001 – $15,000 | 9115384 VALERO ENERGY CORPORATION CMA GRAPHIC PACKAGING LOGOO CMN |
Aug 12, 2019 Spouse | Sep 11, 2019 | — IRON MOUNIAIN INCORPORATED UMN DEVON ENERGY CORAORATON (NEW) CMI | Buy | — | — | $1,001 – $15,000 | 9115384 IRON MOUNIAIN INCORPORATED UMN DEVON ENERGY CORAORATON (NEW) CMI |
Aug 12, 2019 Spouse | Sep 11, 2019 | — CAPRI HOLDINGS LIMITED CMN | Sell | — | — | $1,001 – $15,000 | 9115384 CAPRI HOLDINGS LIMITED CMN |
Aug 2, 2019 Member | Sep 11, 2019 | IT Gartner, Inc. | Receive | 59.21estimated | $135.11 | $1,001 – $15,000 | 9115384 GARTNER, INC. CMN |
Aug 2, 2019 Member | Sep 11, 2019 | MPC Marathon Petroleum Corporation | Receive | 149.21estimated | $53.62 | $1,001 – $15,000 | 9115384 P MARATHON PETROLEUM CORPORATION CMN |
Aug 2, 2019 Member | Sep 11, 2019 | ISRG Intuitive Surgical, Inc. | Receive | 46.73estimated | $171.20 | $1,001 – $15,000 | 9115384 INTUITIVE SURGICAL INC. CMN |
Aug 1, 2019 Spouse | Sep 11, 2019 | ALGN Align Technology, Inc. | Sell | 0estimated | $202.35 | $1,001 – $15,000 | 9115384 ALIGN TECHNOLOGY |
Jul 8, 2019 Spouse | Aug 6, 2019 | — CAESARS ENTERTAINMMENI CURP LAN..... NORWEGIAN CRUISE LINE HLDG LTD CMN | Buy | — | — | $1,001 – $15,000 | 9115234 CAESARS ENTERTAINMMENI CURP LAN..... NORWEGIAN CRUISE LINE HLDG LTD CMN |
Jul 8, 2019 Member | Aug 6, 2019 | — HCP, INC. CMN | Receive | — | — | $1,001 – $15,000 | 9115234 HCP, INC. CMN |
Jul 8, 2019 Spouse | Aug 6, 2019 | DD DuPont de Nemours, Inc. | Receive | 89.63estimated | $89.26 | $1,001 – $15,000 | 9115234 DUPONT DE NEMOURS INC CMN |
Jul 8, 2019 Spouse | Aug 6, 2019 | — ALS CURP, CMN | Receive | — | — | $100,001 – $250,000 | 9115234 ALS CURP, CMN |
Jun 14, 2019 Spouse | Jul 11, 2019 | MSFT Microsoft Corporation | Receive | 245.38estimated | $132.45 | $15,001 – $50,000 | 9115123 MICROSOFT CORPORATION CMN |
Jun 10, 2019 Spouse | Jul 11, 2019 | MSFT Microsoft Corporation | Sell | 0estimated | $132.60 | $15,001 – $50,000 | 9115123 MICROSOFT CORP MICROSOFT CORP |
Jun 9, 2019 Member | Jul 11, 2019 | NWL Newell Brands Inc. | Receive | 549.11estimated | $14.57 | $1,001 – $15,000 | 9115123 P NEWELL BRANDS INC CMN |
Jun 3, 2019 Member | Jul 11, 2019 | A Agilent Technologies, Inc. | Receive | 119.43estimated | $66.99 | $1,001 – $15,000 | 9115123 AGILENT TECHNOLOGIES, INC CMN |
Jun 3, 2019 Member | Jul 11, 2019 | — ALEXION PHARMACEUTICAL, INC. CMN | Buy | — | — | $1,001 – $15,000 | 9115123 ALEXION PHARMACEUTICAL, INC. CMN |
Jun 3, 2019 Spouse | Jul 11, 2019 | — ANTHEM, NG. CME. METTLER-TOLEDO INTL CAN | Buy | — | — | $1,001 – $15,000 | 9115123 ANTHEM, NG. CME. METTLER-TOLEDO INTL CAN |
Jun 3, 2019 Spouse | Jul 11, 2019 | EXC Exelon Corporation | Receive | 943.42estimated | $34.45 | $15,001 – $50,000 | 9115123 EXELON CORPORATION CMN |
Jun 3, 2019 Spouse | Jul 11, 2019 | — EXTRACTION OIL & GAS ING CMN | Receive | — | — | $1,001 – $15,000 | 9115123 EXTRACTION OIL & GAS ING CMN |
Jun 3, 2019 Member | Jul 11, 2019 | GRMN Garmin Ltd. Common Stock (Switzerland) | Receive | 104.32estimated | $76.69 | $1,001 – $15,000 | 9115123 GARMIN LTD. CMN |
Jun 3, 2019 Member | Jul 11, 2019 | — QUALCOMMA INC CMN | Receive | — | — | $1,001 – $15,000 | 9115123 QUALCOMMA INC CMN |
May 28, 2019 Member | Jun 11, 2019 | LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) | Receive | 103.92estimated | $76.99 | $1,001 – $15,000 | 9115039 P LYONDELLBASELL INDUSTRIES N.V. CMN |
May 28, 2019 Member | Jun 11, 2019 | — ABBOTT LABORATOHIS CM WALMART INC CMN | Receive | — | — | $1,001 – $15,000 | 9115039 ABBOTT LABORATOHIS CM WALMART INC CMN |
May 28, 2019 Member | Jun 11, 2019 | — VERTEX PHARMACEUTICALS INCORPO CMN | Sell | — | — | $1,001 – $15,000 | 9115039 VERTEX PHARMACEUTICALS INCORPO CMN |
May 28, 2019 Member | Jun 11, 2019 | — MAGELLAN MIDSTREAM PARTNERS, L CMM PUT/XSP 4 281 EXP D5/24/2019 | Sell | — | — | $15,001 – $50,000 | 9115039 MAGELLAN MIDSTREAM PARTNERS, L CMM PUT/XSP 4 281 EXP D5/24/2019 |
May 28, 2019 Member | Jun 11, 2019 | — MICROSOFT CORPORAIION CMN | Sell | — | — | $15,001 – $50,000 | 9115039 MICROSOFT CORPORAIION CMN |
May 13, 2019 Spouse | Jun 11, 2019 | — P COGNIZANT TECH SOLUTIONS CLA ALIGN TECHNOLOGY | Receive | — | — | $15,001 – $50,000 | 9115039 P COGNIZANT TECH SOLUTIONS CLA ALIGN TECHNOLOGY |
May 3, 2019 Spouse | Jul 11, 2019 | — MYLAN NY CMN | Receive | — | — | $1,001 – $15,000 | 9115123 MYLAN NY CMN |
May 1, 2019 Member | Jun 11, 2019 | — JUMNSON & JOHNSON CMN | Sell | — | — | $1,001 – $15,000 | 9115039 JUMNSON & JOHNSON CMN |
Apr 29, 2019 Member | May 10, 2019 | PTC PTC Inc. | Receive | 87.93estimated | $90.99 | $1,001 – $15,000 | 9114649 PTC INC CMN |
Apr 29, 2019 Spouse | May 10, 2019 | — MEDNAX INC CMN | Buy | — | — | $15,001 – $50,000 | 9114649 MEDNAX INC CMN |
Apr 29, 2019 Spouse | May 10, 2019 | — GODADDY. COM, INC. CAN CLASS A CENTURYLINK INC CMM | Buy | — | — | $15,001 – $50,000 | 9114649 GODADDY. COM, INC. CAN CLASS A CENTURYLINK INC CMM |
Apr 29, 2019 Member | May 10, 2019 | — P SP DISCOVERY INC CMIN BWA TECHNOLOGIES. INC. CMN | Buy | — | — | $15,001 – $50,000 | 9114649 P SP DISCOVERY INC CMIN BWA TECHNOLOGIES. INC. CMN |
Apr 29, 2019 Member | May 10, 2019 | — FEDEX CORPORATION CAN FEDEX CORPORATION CMN | Buy | — | — | $15,001 – $50,000 | 9114649 FEDEX CORPORATION CAN FEDEX CORPORATION CMN |
Apr 23, 2019 Member | May 10, 2019 | — P MEDTRONI PURLI LIMITED COMPA CMN | Receive | — | — | $1,001 – $15,000 | 9114649 P MEDTRONI PURLI LIMITED COMPA CMN |
Apr 1, 2019 Spouse | May 10, 2019 | — FACEBOOK INC CL-A AMERICAN TOWER REIT COM | Receive | — | — | $1,001 – $15,000 | 9114649 FACEBOOK INC CL-A AMERICAN TOWER REIT COM |
Mar 26, 2019 Member | Apr 11, 2019 | — AUTOMATI: DATA PROCESSING INC OMN MASTEACARD INCORPORATED CMN | Buy | — | — | $1,001 – $15,000 | 9114526 AUTOMATI: DATA PROCESSING INC OMN MASTEACARD INCORPORATED CMN |
Mar 26, 2019 Spouse | Apr 11, 2019 | BIIB Biogen Inc. | Receive | 34.35estimated | $232.91 | $1,001 – $15,000 | 9114526 BIOGEN INC. CMN |
Mar 26, 2019 Member | Apr 11, 2019 | — LE*(RĄUE FINANCIAL CORPORATION CMN | Receive | — | — | $1,001 – $15,000 | 9114526 LE*(RĄUE FINANCIAL CORPORATION CMN |
Mar 26, 2019 Member | Apr 11, 2019 | — DISCOVER FANANCIAL SERVICES CMN | Sell | — | — | $15,001 – $50,000 | 9114526 DISCOVER FANANCIAL SERVICES CMN |
Mar 7, 2019 Dependent | Apr 11, 2019 | — FIRST DATA CORPORATION CM CLASS A FIRST DATA CORPORATION CMN | Receive | — | — | $15,001 – $50,000 | 9114526 FIRST DATA CORPORATION CM CLASS A FIRST DATA CORPORATION CMN |
Feb 15, 2019 Member | Mar 8, 2019 | — BERKSHINE HATHASAY INC. CLASSE CHENIERE ENERGY. INC. CMN | Sell | — | — | $1,001 – $15,000 | 9114457 BERKSHINE HATHASAY INC. CLASSE CHENIERE ENERGY. INC. CMN |
Feb 8, 2019 Member | Aug 6, 2019 | — P SP 5P INTEL CORPORATION CLAN VALERO ENERGY CORPDRATION CMN | Receive | — | — | $1,001 – $15,000 | 9115234 P SP 5P INTEL CORPORATION CLAN VALERO ENERGY CORPDRATION CMN |
Jan 28, 2019 Spouse | Feb 12, 2019 | — WINDHAM DESTINATIONS, INC. CMN | Receive | — | — | $1,001 – $15,000 | 9114372 WINDHAM DESTINATIONS, INC. CMN |
Jan 18, 2019 Spouse | Feb 12, 2019 | — PROLOGHS INC CMN | Sell | — | — | $1,001 – $15,000 | 9114372 PROLOGHS INC CMN |
Jan 18, 2019 Member | Feb 12, 2019 | — ALITATE CORPORATION COMMON STOCK WASTE MANAGEMENT INC CMN | Sell | — | — | $1,001 – $15,000 | 9114372 ALITATE CORPORATION COMMON STOCK WASTE MANAGEMENT INC CMN |
Jan 18, 2019 Member | Feb 12, 2019 | — T. HOWE PRICE GAQUE INC, CMM WPX ENERGY, INC. CMN | Receive | — | — | $1,001 – $15,000 | 9114372 T. HOWE PRICE GAQUE INC, CMM WPX ENERGY, INC. CMN |
Jan 18, 2019 Member | Feb 12, 2019 | BDX Becton, Dickinson and Company | Buy | 42.16estimated | $189.77 | $1,001 – $15,000 | 9114372 BECTON, DICKINSON AND COMPANY CMN |
Jan 18, 2019 Member | Feb 12, 2019 | — DEVON ENERGY CORPOMATION (NEW) CMN | Sell | — | — | $1,001 – $15,000 | 9114372 DEVON ENERGY CORPOMATION (NEW) CMN |
Jan 18, 2019 Member | Feb 12, 2019 | — MORGAN STANLEY CIMM WIX ENERGY, INC. OMN FEDEX CORPORATION CMN | Buy | — | — | $1,001 – $15,000 | 9114372 MORGAN STANLEY CIMM WIX ENERGY, INC. OMN FEDEX CORPORATION CMN |
Jan 18, 2019 Member | Feb 12, 2019 | — HOLLYFIONTIER GORP CMN | Receive | — | — | $1,001 – $15,000 | 9114372 HOLLYFIONTIER GORP CMN |
Jan 18, 2019 Member | Feb 12, 2019 | — MOHAWK INNETRES ING COMMON STOCK INTL BUSINESS MACHINES CORP CNA NATORA CORPORATION CM | Receive | — | — | $1,001 – $15,000 | 9114372 MOHAWK INNETRES ING COMMON STOCK INTL BUSINESS MACHINES CORP CNA NATORA CORPORATION CM |
Jan 16, 2019 Spouse | Feb 12, 2019 | — ESTEE LAUDER CO INC CL A (EL) | Sell | — | — | $1,001 – $15,000 | 9114372 ESTEE LAUDER CO INC CL A (EL) |
Jan 15, 2019 Member | Feb 12, 2019 | — ATE I INC, SMN APPLE INC. CMN | Buy | — | — | $1,001 – $15,000 | 9114372 ATE I INC, SMN APPLE INC. CMN |
Jan 15, 2019 Member | Feb 12, 2019 | — ABIOMED, INC. CHN DOWDUPONT INC. CM | Sell | — | — | $1,001 – $15,000 | 9114372 ABIOMED, INC. CHN DOWDUPONT INC. CM |
Jan 14, 2019 Member | Feb 12, 2019 | ED Consolidated Edison, Inc. | Receive | 107.46estimated | $74.45 | $1,001 – $15,000 | 9114372 CONSOLIDATED EDISON INC CMN |
Jan 14, 2019 Member | Feb 12, 2019 | IDXX IDEXX Laboratories, Inc. | Receive | 42.15estimated | $189.79 | $1,001 – $15,000 | 9114372 IDEXX LABORATORIES CMN |
Jan 10, 2019 Member | Feb 12, 2019 | — HUNTSMAN CORPORATION GMN KNOWLES CORPORATION CMN | Receive | — | — | $1,001 – $15,000 | 9114372 HUNTSMAN CORPORATION GMN KNOWLES CORPORATION CMN |
Jan 10, 2019 Member | Feb 12, 2019 | — MARATHON OI, CORPORATION CMN | Receive | — | — | $1,001 – $15,000 | 9114372 MARATHON OI, CORPORATION CMN |
Jan 9, 2019 Member | Feb 12, 2019 | — KNOWLES CORPORATION CMI AMADARKO PETROLEUM CORP CMN | Buy | — | — | $1,001 – $15,000 | 9114372 KNOWLES CORPORATION CMI AMADARKO PETROLEUM CORP CMN |
Jan 9, 2019 Member | Feb 12, 2019 | — W.W. GRAWGER INC CMN | Buy | — | — | $1,001 – $15,000 | 9114372 W.W. GRAWGER INC CMN |
Jan 7, 2019 Member | Feb 12, 2019 | — BWX TECHNOLOGIES, INC, CMM BWX TECHNOLOGIES, INC. CMN | Sell | — | — | $1,001 – $15,000 | 9114372 BWX TECHNOLOGIES, INC, CMM BWX TECHNOLOGIES, INC. CMN |
Jan 3, 2019 Member | Feb 12, 2019 | — ATATING. CMN | Sell | — | — | $1,001 – $15,000 | 9114372 ATATING. CMN |
Dec 27, 2018 Member | Jan 9, 2020 | — ADOBE WC | Sell | — | — | $15,001 – $50,000 | 8216879 ADOBE WC |
Dec 17, 2018 Member | Jan 11, 2019 | — PACKAGING CORP OF AMERKA COMMON STOCK NETAPP, INC. CNN | Sell | — | — | $15,001 – $50,000 | 9114288 PACKAGING CORP OF AMERKA COMMON STOCK NETAPP, INC. CNN |
Dec 17, 2018 Member | Jan 11, 2019 | — PHILLIPS 66 CMM INCYTE CORPORATION CMN | Sell | — | — | $15,001 – $50,000 | 9114288 PHILLIPS 66 CMM INCYTE CORPORATION CMN |
Dec 17, 2018 Member | Jan 11, 2019 | EVRG Evergy, Inc. | Sell | 0estimated | $58.35 | $1,001 – $15,000 | 9114288 EVERGY, INC. CMN |
Dec 17, 2018 Member | Jan 11, 2019 | — EXXON MOBIL CORPORATION OMN JOHNSON CONTAOLS INTERMATIOHAL CMN | Sell | — | — | $1,001 – $15,000 | 9114288 EXXON MOBIL CORPORATION OMN JOHNSON CONTAOLS INTERMATIOHAL CMN |
Dec 17, 2018 Member | Jan 11, 2019 | — CROWN CASTLE INTL CORP CMN | Sell | — | — | $1,001 – $15,000 | 9114288 CROWN CASTLE INTL CORP CMN |
Dec 7, 2018 Dependent | Jan 11, 2019 | — BWX TECHNOLDGIES, INC, CMAN BWX TECHNOLOGIES, INC. CAN | Sell | — | — | $1,001 – $15,000 | 9114288 BWX TECHNOLDGIES, INC, CMAN BWX TECHNOLOGIES, INC. CAN |
Dec 4, 2018 Member | Jan 11, 2019 | — LIONS GATE ENTERTAINMENT CORP, CMN | Sell | — | — | $1,001 – $15,000 | 9114288 LIONS GATE ENTERTAINMENT CORP, CMN |
Nov 28, 2018 Member | Dec 10, 2018 | — P SP Adobe Inc | Sell | — | — | $15,001 – $50,000 | 9114222 P SP Adobe Inc |
Nov 27, 2018 Member | Dec 10, 2018 | — WESTERN DIGITAL CORPORATION CH DISCOVERY INC - A CMN | Receive | — | — | $1,001 – $15,000 | 9114222 WESTERN DIGITAL CORPORATION CH DISCOVERY INC - A CMN |
Nov 13, 2018 Member | Dec 10, 2018 | MOS Mosaic Company (The) | Receive | 899.54estimated | $36.13 | $15,001 – $50,000 | 9114222 MOSAIC COMPANY (THE) CMN |
Nov 13, 2018 Member | Dec 10, 2018 | — CONTINENTAL RESOURCES, INC CMN | Receive | — | — | $1,001 – $15,000 | 9114222 CONTINENTAL RESOURCES, INC CMN |
Nov 9, 2018 Member | Dec 10, 2018 | MOS Mosaic Company (The) | Buy | 887.26estimated | $36.63 | $15,001 – $50,000 | 9114222 MOSAIC COMPANY (THE) CMN |
Nov 9, 2018 Spouse | Dec 10, 2018 | — P Celgene Corp Wvida Corporation | Receive | — | — | $15,001 – $50,000 | 9114222 P Celgene Corp Wvida Corporation |
Nov 5, 2018 Member | Dec 10, 2018 | — STARBUCK5 CORP. CMM ACCENTURE PIC CMN | Sell | — | — | $1,001 – $15,000 | 9114222 STARBUCK5 CORP. CMM ACCENTURE PIC CMN |
Nov 5, 2018 Member | Dec 10, 2018 | — PARSLEY ENERGY, INC. CMM VISA INC. OMN CLASS A | Sell | — | — | $1,001 – $15,000 | 9114222 PARSLEY ENERGY, INC. CMM VISA INC. OMN CLASS A |
Nov 2, 2018 Member | Nov 9, 2018 | — GENERAL DYNAMICS CORP. CAN AMAZON.COM INC CMN | Receive | — | — | $25,000,001 – $50,000,000 | 9114153 GENERAL DYNAMICS CORP. CAN AMAZON.COM INC CMN |
Oct 25, 2018 Member | Nov 9, 2018 | — BRIGHT HOUSE FINANCIAL, INC. CMN | Receive | — | — | $1,001 – $15,000 | 9114153 BRIGHT HOUSE FINANCIAL, INC. CMN |
Oct 25, 2018 Member | Nov 9, 2018 | — MC DONALDS CORP CMN | Sell | — | — | $1,001 – $15,000 | 9114153 MC DONALDS CORP CMN |
Oct 25, 2018 Spouse | Nov 9, 2018 | LEN Lennar Corporation Class A | Sell | 144.39estimated | $38.62 | $1,001 – $15,000 | 9114153 LENNAR CORPORATION CMN |
Oct 25, 2018 Member | Nov 9, 2018 | — CITIZENS RINANUAL GROUP, INC, CMN | Sell | — | — | $1,001 – $15,000 | 9114153 CITIZENS RINANUAL GROUP, INC, CMN |
Oct 17, 2018 Spouse | Nov 9, 2018 | — 5P TACEBOOK INC. EMM CLA55.A | Buy | — | — | $1,001 – $15,000 | 9114153 5P TACEBOOK INC. EMM CLA55.A |
Oct 17, 2018 Member | Nov 9, 2018 | — WESTROCK COMPANY CMN | Sell | — | — | $1,001 – $15,000 | 9114153 WESTROCK COMPANY CMN |
Oct 17, 2018 Member | Nov 9, 2018 | NICE NICE Ltd American Depositary Shares | Sell | 0estimated | $106.36 | $1,001 – $15,000 | 9114153 NICE CLASS-B CMN |
Oct 15, 2018 Member | Nov 9, 2018 | BA Boeing Company (The) | Sell | 0estimated | $358.88 | $1,001 – $15,000 | 9114153 BOEING COMPANY CMN |
Oct 3, 2018 Member | Nov 9, 2018 | — PEAN THEE POLARIS FOREIGN VALUE FUNO INSTITUTIONAL MUTUAL FUND GS GOG PARTNERS ENVERNATIOMAL OPPORTUNMES FU CLASS P | Receive | — | — | $15,001 – $50,000 | 9114153 PEAN THEE POLARIS FOREIGN VALUE FUNO INSTITUTIONAL MUTUAL FUND GS GOG PARTNERS ENVERNATIOMAL OPPORTUNMES FU CLASS P |
Oct 2, 2018 Member | Nov 9, 2018 | — P HUBBELL INCORPORATED OMN ASCO CORPORATION CMN | Receive | — | — | $1,001 – $15,000 | 9114153 P HUBBELL INCORPORATED OMN ASCO CORPORATION CMN |
Sep 25, 2018 Member | Oct 10, 2018 | — CINTAS CORPORATION OMN HEWLETT PACKARD ETERPRISE CO OMN | Sell | — | — | $15,001 – $50,000 | 9114060 CINTAS CORPORATION OMN HEWLETT PACKARD ETERPRISE CO OMN |
Sep 25, 2018 Member | Oct 10, 2018 | — XILINX INCORPORATED CMN | Sell | — | — | $1,001 – $15,000 | 9114060 XILINX INCORPORATED CMN |
Sep 25, 2018 Spouse | Oct 10, 2018 | MU Micron Technology, Inc. | Sell | 0estimated | $44.64 | $1,001 – $15,000 | 9114060 P MICRON TECHNOLOGY, INC. CMN |
Sep 14, 2018 Spouse | Oct 10, 2018 | — LOWES COMPANIES ING CMN | Buy | — | — | $1,001 – $15,000 | 9114060 LOWES COMPANIES ING CMN |
Aug 28, 2018 Member | Sep 12, 2018 | — LOCKHEED MARTIM CORPORATION CMN | Sell | — | — | $1,001 – $15,000 | 9113779 LOCKHEED MARTIM CORPORATION CMN |
Aug 28, 2018 Member | Sep 12, 2018 | — BAKER HUGHES A GE CO CMN | Sell | — | — | $1,001 – $15,000 | 9113779 BAKER HUGHES A GE CO CMN |
Aug 28, 2018 Member | Sep 12, 2018 | — FORTUNE BRANDS HOME & SECURITY CMN | Sell | — | — | $1,001 – $15,000 | 9113779 FORTUNE BRANDS HOME & SECURITY CMN |
Aug 21, 2018 Member | Sep 12, 2018 | HAL Halliburton Company | Sell | 0estimated | $40.91 | $1,001 – $15,000 | 9113779 HALLIBURTON COMPANY CMN |
Aug 21, 2018 Member | Sep 12, 2018 | — AMERICAN INTL GROUP, INC. CM CHARTER COMMUNICATIONS, INC. CMA | Sell | — | — | $1,001 – $15,000 | 9113779 AMERICAN INTL GROUP, INC. CM CHARTER COMMUNICATIONS, INC. CMA |
Aug 21, 2018 Member | Sep 12, 2018 | SCCO Southern Copper Corporation | Receive | 183.76estimated | $43.54 | $1,001 – $15,000 | 9113779 SOUTHERN COPPER CORPORATION CMN |
Aug 21, 2018 Member | Sep 12, 2018 | BIIB Biogen Inc. | Sell | 0estimated | $343.28 | $1,001 – $15,000 | 9113779 BIOGEN INC. CMN |
Aug 15, 2018 Member | Sep 12, 2018 | — THE BANK OF NY MELLON CORP CMN | Sell | — | — | $1,001 – $15,000 | 9113779 THE BANK OF NY MELLON CORP CMN |
Aug 8, 2018 Member | Sep 12, 2018 | EBAY eBay Inc. | Sell | 0estimated | $33.84 | $1,001 – $15,000 | 9113779 P EBAY INC CMN |
Jul 28, 2018 Member | Aug 10, 2018 | PSX Phillips 66 | Receive | 67.35estimated | $118.79 | $1,001 – $15,000 | 9113657 PHILLIPS 66 CMN |
Jul 24, 2018 Member | Aug 10, 2018 | — PRINCIPAL FINANCIAL GROUP, IN QAN... VIACOM INC CLIN CLASS B | Receive | — | — | $15,001 – $50,000 | 9113657 PRINCIPAL FINANCIAL GROUP, IN QAN... VIACOM INC CLIN CLASS B |
Jul 24, 2018 Spouse | Aug 10, 2018 | — DWENS-ILLINOIS INC CAN INTREXON CORP CMN | Receive | — | — | $15,001 – $50,000 | 9113657 DWENS-ILLINOIS INC CAN INTREXON CORP CMN |
Jul 24, 2018 Member | Aug 10, 2018 | — HARTFORD FINANCIAL SRVCS GROUP CMN | Receive | — | — | $15,001 – $50,000 | 9113657 HARTFORD FINANCIAL SRVCS GROUP CMN |
Jul 24, 2018 Member | Aug 10, 2018 | — ROCKWELL AUTOMATION INC CMA.. APTIV PIC OMN ALBEMARLE COAP CMN | Receive | — | — | $1,001 – $15,000 | 9113657 ROCKWELL AUTOMATION INC CMA.. APTIV PIC OMN ALBEMARLE COAP CMN |
Jul 18, 2018 Member | Aug 10, 2018 | BKNG Booking Holdings Inc. | Sell | 0estimated | $80.96 | $1,001 – $15,000 | 9113657 BOOKING HOLDINGS INC CMN |
Jul 18, 2018 Member | Aug 10, 2018 | — COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A LAS VEGAS SANDS CORP. CMN | Sell | — | — | $1,001 – $15,000 | 9113657 COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A LAS VEGAS SANDS CORP. CMN |
Jul 18, 2018 Member | Aug 10, 2018 | — CHEVRON CORPORATION OMN CROWN CASTLE INTL CORP CMN | Receive | — | — | $1,001 – $15,000 | 9113657 CHEVRON CORPORATION OMN CROWN CASTLE INTL CORP CMN |
Jul 18, 2018 Member | Aug 10, 2018 | CL Colgate-Palmolive Company | Receive | 123.45estimated | $64.81 | $1,001 – $15,000 | 9113657 COLGATE PALMOLIVE CO CMN |
Jul 18, 2018 Spouse | Aug 10, 2018 | — CHARLES SCHWAB CORPORATON CMN | Buy | — | — | $15,001 – $50,000 | 9113657 CHARLES SCHWAB CORPORATON CMN |
Jul 18, 2018 Member | Aug 10, 2018 | — P AMPHENOL CORP CL-A (HEW! CMN | Receive | — | — | $1,001 – $15,000 | 9113657 P AMPHENOL CORP CL-A (HEW! CMN |
Jun 25, 2018 Spouse | Jul 11, 2018 | — WELLTOWER ING. CMN | Sell | — | — | $1,001 – $15,000 | 9113509 WELLTOWER ING. CMN |
Jun 21, 2018 Member | Jul 11, 2018 | — DENTSPLY SIRONA INC (NIN TEXAS INSTRUMENTS INC. CM | Receive | — | — | $1,001 – $15,000 | 9113509 DENTSPLY SIRONA INC (NIN TEXAS INSTRUMENTS INC. CM |
Jun 20, 2018 Member | Jul 11, 2018 | — P CAESARS ENTERTAINMENT COAP CMN | Sell | — | — | $1,001 – $15,000 | 9113509 P CAESARS ENTERTAINMENT COAP CMN |
Jun 15, 2018 Spouse | Jul 11, 2018 | — U5G CORP NEW CARI USG CORP (NEW) CNN FIRST DATA COAPORATION CMN | Receive | — | — | $1,001 – $15,000 | 9113509 U5G CORP NEW CARI USG CORP (NEW) CNN FIRST DATA COAPORATION CMN |
Jun 15, 2018 Spouse | Jul 11, 2018 | — ILLINOIS TOOL WORKS EMM LINCOLN NATLCORP.INC CMN | Receive | — | — | $1,001 – $15,000 | 9113509 ILLINOIS TOOL WORKS EMM LINCOLN NATLCORP.INC CMN |
Jun 15, 2018 Member | Jul 11, 2018 | — THE BANK OF NY MELLON CORP CMN | Receive | — | — | $1,001 – $15,000 | 9113509 THE BANK OF NY MELLON CORP CMN |
Jun 15, 2018 Member | Jul 11, 2018 | — DEERE & COMPANY CMNN MARSH & MELENNAN CO INC CMN | Receive | — | — | $1,001 – $15,000 | 9113509 DEERE & COMPANY CMNN MARSH & MELENNAN CO INC CMN |
Jun 15, 2018 Member | Jul 11, 2018 | — MONSTER HEVERAGE CORPORATION CMN | Sell | — | — | $1,001 – $15,000 | 9113509 MONSTER HEVERAGE CORPORATION CMN |
Jun 13, 2018 Member | Jul 11, 2018 | — TORCHMARK CORPORATION CAN ENTERGY CORPORATCNJ OMN | Receive | — | — | $1,001 – $15,000 | 9113509 TORCHMARK CORPORATION CAN ENTERGY CORPORATCNJ OMN |
Jun 13, 2018 Member | Jul 11, 2018 | IVZ Invesco Ltd | Sell | 0estimated | $27.26 | $1,001 – $15,000 | 9113509 INVESCO LTD. CMN |
Jun 5, 2018 Spouse | Jul 11, 2019 | — CANO DIL & GAS COKPORALION CMAI TRANSOCEAN LTD. CMN | Receive | — | — | $1,001 – $15,000 | 9115123 CANO DIL & GAS COKPORALION CMAI TRANSOCEAN LTD. CMN |
Jun 4, 2018 Dependent | Jul 11, 2018 | — C FIRST DATA CORPORATION CMN | Receive | — | — | $1,001 – $15,000 | 9113509 C FIRST DATA CORPORATION CMN |
May 15, 2018 Member | Jun 8, 2018 | — IDOWDUPONT INC. CMN | Receive | — | — | $1,001 – $15,000 | 9113299 IDOWDUPONT INC. CMN |
May 15, 2018 Member | Jun 8, 2018 | MO Altria Group, Inc. | Sell | 0estimated | $54.52 | $1,001 – $15,000 | 9113299 ALTRIA GROUP, INC, CMN |
May 15, 2018 Member | Jun 8, 2018 | — P.G & E CORPORATION OMN PHILP MORRIS INTL INC GMN.. NEWELL BRANDS INC CMN | Sell | — | — | $1,001 – $15,000 | 9113299 P.G & E CORPORATION OMN PHILP MORRIS INTL INC GMN.. NEWELL BRANDS INC CMN |
May 9, 2018 Member | Jun 8, 2018 | UTHR United Therapeutics Corporation | Sell | 0estimated | $103.51 | $1,001 – $15,000 | 9113299 UNITED THERAPEUTICS CORP CMN |
May 8, 2018 Member | Jun 8, 2018 | SWKS Skyworks Solutions, Inc. | Sell | 0estimated | $96.62 | $1,001 – $15,000 | 9113299 SKYWORKS SOLUTIONS, INC. CMN |
May 8, 2018 Member | Jun 8, 2018 | — FISERY, INC. CMN | Receive | — | — | $1,001 – $15,000 | 9113299 FISERY, INC. CMN |
May 8, 2018 Member | Jun 8, 2018 | — BAKER HUGHES,A GE CO CMN | Sell | — | — | $1,001 – $15,000 | 9113299 BAKER HUGHES,A GE CO CMN |
May 8, 2018 Member | Jun 8, 2018 | MTCH Match Group, Inc. | Sell | — | — | $1,001 – $15,000 | 9113299 MATCH GROUP, INC. CMN |
May 8, 2018 Member | Jun 8, 2018 | — HONEYWELL INTL INC CMN | Sell | — | — | $1,001 – $15,000 | 9113299 HONEYWELL INTL INC CMN |
May 8, 2018 Member | Jun 8, 2018 | ALGN Align Technology, Inc. | Sell | 0estimated | $265.46 | $1,001 – $15,000 | 9113299 ALIGN TECHNOLOGY, INC CMN |
May 8, 2018 Member | Jun 8, 2018 | VTR Ventas, Inc. | Sell | 0estimated | $52.84 | $1,001 – $15,000 | 9113299 IVENTAS, INC. CMN |
May 8, 2018 Member | Jun 8, 2018 | — EQUITY RESADENTIAL CMN | Sell | — | — | $1,001 – $15,000 | 9113299 EQUITY RESADENTIAL CMN |
May 8, 2018 Member | Jun 8, 2018 | — METTLER-TOLEDO INTL CMN | Sell | — | — | $1,001 – $15,000 | 9113299 METTLER-TOLEDO INTL CMN |
May 8, 2018 Member | Jun 8, 2018 | EMR Emerson Electric Company | Sell | 0estimated | $69.76 | $1,001 – $15,000 | 9113299 EMERSON ELECTRIC CO. CMN |
May 8, 2018 Member | Jun 8, 2018 | CVS CVS Health Corporation | Receive | 131.78estimated | $60.71 | $1,001 – $15,000 | 9113299 CVS HEALTH CORP CMN |
May 8, 2018 Member | Jun 8, 2018 | KMB Kimberly-Clark Corporation | Receive | 78.55estimated | $101.85 | $1,001 – $15,000 | 9113299 KIMBERLY-CLARK CORPORATION CMN |
May 8, 2018 Member | Jun 8, 2018 | WMB Williams Companies, Inc. (The) | Receive | 306.3estimated | $26.12 | $1,001 – $15,000 | 9113299 THE WILLIAMS COMPANIES, INC. CMN |
May 8, 2018 Member | Jun 8, 2018 | — HANESBRANDS INC OMN D. M. SMUCKER COMPANY (THE) CMN | Receive | — | — | $1,001 – $15,000 | 9113299 HANESBRANDS INC OMN D. M. SMUCKER COMPANY (THE) CMN |
May 8, 2018 Member | Jun 8, 2018 | — IOHNSON CONTROLS INTERNATIONAL CNI RPM INTERMATIONAL INC CMN | Receive | — | — | $1,001 – $15,000 | 9113299 IOHNSON CONTROLS INTERNATIONAL CNI RPM INTERMATIONAL INC CMN |
May 8, 2018 Member | Jun 8, 2018 | — FRANKUN RESOURCES INC CMN | Receive | — | — | $1,001 – $15,000 | 9113299 FRANKUN RESOURCES INC CMN |
May 8, 2018 Member | Jun 8, 2018 | — LIBERTY BROADBAND CORP CMN | Receive | — | — | $1,001 – $15,000 | 9113299 LIBERTY BROADBAND CORP CMN |
May 8, 2018 Spouse | Jun 8, 2018 | — INTER CONTINENTAL EXCHANGE INC CMA RAYMOND JAMES FINANCIAL, INC. OMIN | Receive | — | — | $1,001 – $15,000 | 9113299 INTER CONTINENTAL EXCHANGE INC CMA RAYMOND JAMES FINANCIAL, INC. OMIN |
May 8, 2018 Spouse | Jun 8, 2018 | HOG Harley-Davidson, Inc. | Receive | 198.47estimated | $40.31 | $1,001 – $15,000 | 9113299 HARLEY-DAVIDSON INC CMN |
May 8, 2018 Member | Jun 8, 2018 | — P 5P TIME WARNER PNC. CAIN W.R. GRACE & CO (NEW) CMN | Receive | — | — | $1,001 – $15,000 | 9113299 P 5P TIME WARNER PNC. CAIN W.R. GRACE & CO (NEW) CMN |
May 8, 2018 Member | Jun 8, 2018 | — PUBLIC-SUC ENTERPRISE GROUP HOLDING CO SHERWIN-WILLIAMS CO CMN | Receive | — | — | $1,001 – $15,000 | 9113299 PUBLIC-SUC ENTERPRISE GROUP HOLDING CO SHERWIN-WILLIAMS CO CMN |
May 6, 2018 Member | Jun 8, 2018 | — NEWELL, BRANDS INC CMM MGM RESORTS (NTERNATIONAL CMN | Sell | — | — | $1,001 – $15,000 | 9113299 NEWELL, BRANDS INC CMM MGM RESORTS (NTERNATIONAL CMN |
May 4, 2018 Member | May 10, 2018 | — VERISIGN, INAC. EMN T-MOBILE US, ING. CMN | Receive | — | — | $50,001 – $100,000 | 9112814 VERISIGN, INAC. EMN T-MOBILE US, ING. CMN |
Apr 26, 2018 Member | May 10, 2018 | — LIBERTY BROADBAND CORP CMN | Sell | — | — | $1,001 – $15,000 | 9112814 LIBERTY BROADBAND CORP CMN |
Apr 10, 2018 Member | May 10, 2018 | — Nettlix CME Group | Sell | — | — | $15,001 – $50,000 | 9112814 Nettlix CME Group |
Apr 10, 2018 Member | May 10, 2018 | PEP PepsiCo, Inc. | Buy | 73.13estimated | $109.40 | $1,001 – $15,000 | 9112814 PEPSICO, INC. CMN |
Apr 10, 2018 Member | May 10, 2018 | — CAS CORPORATION CMN | Sell | — | — | $1,001 – $15,000 | 9112814 CAS CORPORATION CMN |
Apr 10, 2018 Member | May 10, 2018 | — HOLOGIC FICORPORATED CMN | Sell | — | — | $1,001 – $15,000 | 9112814 HOLOGIC FICORPORATED CMN |
Apr 9, 2018 Member | May 10, 2018 | — CHUBE LTD COMI KINDER MORGAN INC CNN CLASS P | Buy | — | — | $1,001 – $15,000 | 9112814 CHUBE LTD COMI KINDER MORGAN INC CNN CLASS P |
Apr 3, 2018 Member | May 10, 2018 | — MERCADOLIDRE INC. CAM AOM PIC CMN | Receive | — | — | $1,001 – $15,000 | 9112814 MERCADOLIDRE INC. CAM AOM PIC CMN |
Apr 3, 2018 Member | May 10, 2018 | — OBST CORPORATION CMN | Receive | — | — | $1,001 – $15,000 | 9112814 OBST CORPORATION CMN |
Apr 3, 2018 Member | May 10, 2018 | — EOG RESOURCES INC CAN CARMAX, INC CMI | Sell | — | — | $1,001 – $15,000 | 9112814 EOG RESOURCES INC CAN CARMAX, INC CMI |
Apr 3, 2018 Member | May 10, 2018 | — COOPER COMPANIES INC (NEW) CN ANTHEM, INC. CMN | Sell | — | — | $1,001 – $15,000 | 9112814 COOPER COMPANIES INC (NEW) CN ANTHEM, INC. CMN |
Apr 3, 2018 Member | May 10, 2018 | — DOLLAR TREE STORES, INC. CMN | Sell | — | — | $1,001 – $15,000 | 9112814 DOLLAR TREE STORES, INC. CMN |
Apr 3, 2018 Member | May 10, 2018 | — TEXAS INSTRUMENTS ING CMN | Sell | — | — | $1,001 – $15,000 | 9112814 TEXAS INSTRUMENTS ING CMN |
Apr 3, 2018 Member | May 10, 2018 | — CAPITAL ONE ANANCIAL CORP CMN | Sell | — | — | $1,001 – $15,000 | 9112814 CAPITAL ONE ANANCIAL CORP CMN |
Apr 3, 2018 Member | May 10, 2018 | — JU.S. BANCORE CMN | Receive | — | — | $1,001 – $15,000 | 9112814 JU.S. BANCORE CMN |
Apr 3, 2018 Member | May 10, 2018 | — ARCONK INC OMN UBERTY MEDIA CORPORATION SERIES C LIBERTY SIRIÜSXM | Buy | — | — | $1,001 – $15,000 | 9112814 ARCONK INC OMN UBERTY MEDIA CORPORATION SERIES C LIBERTY SIRIÜSXM |
Apr 3, 2018 Member | May 10, 2018 | — P O'REILLY AUTOMOTIVE, IN ENIN VISA HAC. CMN | Buy | — | — | $1,001 – $15,000 | 9112814 P O'REILLY AUTOMOTIVE, IN ENIN VISA HAC. CMN |
Mar 29, 2018 Member | Apr 13, 2018 | — RICE MIDSTREAM PARTNERE, LP OMN THE WILLIAMS COMPANIES, INC. CMN | Receive | — | — | $1,001 – $15,000 | 9112649 RICE MIDSTREAM PARTNERE, LP OMN THE WILLIAMS COMPANIES, INC. CMN |
Mar 8, 2018 Member | Jun 8, 2018 | — ALASKA AIR GROUP INC{DEL HLDG) CMN | Receive | — | — | $1,001 – $15,000 | 9113299 ALASKA AIR GROUP INC{DEL HLDG) CMN |
Mar 8, 2018 Member | Apr 13, 2018 | — GENERAL MOTORS CONTANY CMN | Sell | — | — | $1,001 – $15,000 | 9112649 GENERAL MOTORS CONTANY CMN |
Mar 6, 2018 Member | Apr 13, 2018 | — P SP PEPSICO, INC. CMN | Sell | — | — | $15,001 – $50,000 | 9112649 P SP PEPSICO, INC. CMN |
Mar 6, 2018 Member | Apr 13, 2018 | — WELLS FARGO & CO (NEW) OMN FORD MOTOR COMPANY CMN | Receive | — | — | $1,001 – $15,000 | 9112649 WELLS FARGO & CO (NEW) OMN FORD MOTOR COMPANY CMN |
Mar 6, 2018 Member | Apr 13, 2018 | — NEWELL BRANDS HAC CMN | Receive | — | — | $1,001 – $15,000 | 9112649 NEWELL BRANDS HAC CMN |
Mar 6, 2018 Member | Apr 13, 2018 | — TIME WARNER INC. CMN | Receive | — | — | $1,001 – $15,000 | 9112649 TIME WARNER INC. CMN |
Feb 27, 2018 Member | Mar 9, 2018 | CAH Cardinal Health, Inc. | Receive | 114.23estimated | $70.04 | $1,001 – $15,000 | 9112538 CARDINAL HEALTH, INC. CMN |
Feb 27, 2018 Member | Mar 9, 2018 | — AMERICAN INTI GROUP, INC. CMN | Receive | — | — | $1,001 – $15,000 | 9112538 AMERICAN INTI GROUP, INC. CMN |
Feb 27, 2018 Member | Mar 9, 2018 | — MORGAN STAMLEY CMN | Receive | — | — | $1,001 – $15,000 | 9112538 MORGAN STAMLEY CMN |
Feb 27, 2018 Member | Mar 9, 2018 | LEN Lennar Corporation Class A | Receive | 144.39estimated | $55.41 | $1,001 – $15,000 | 9112538 LENNAR CORPORATION CMN |
Feb 27, 2018 Spouse | Mar 9, 2018 | — HERKSHIRE HATHAWAY INC. CLASS B CSX CORPORATIUN (MN | Receive | — | — | $1,001 – $15,000 | 9112538 HERKSHIRE HATHAWAY INC. CLASS B CSX CORPORATIUN (MN |
Feb 27, 2018 Member | Mar 9, 2018 | — TARGET CORPORATION CN PFIZER INC. CMN | Receive | — | — | $1,001 – $15,000 | 9112538 TARGET CORPORATION CN PFIZER INC. CMN |
Feb 27, 2018 Member | Mar 9, 2018 | — P SP HP INC. CMN | Receive | — | — | $1,001 – $15,000 | 9112538 P SP HP INC. CMN |
Feb 27, 2018 Member | Mar 9, 2018 | — BROADCOM LIMITED CMN | Receive | — | — | $15,001 – $50,000 | 9112538 BROADCOM LIMITED CMN |
Feb 23, 2018 Member | Mar 9, 2018 | — AARATHON PETROLEUM CORPORATICN ChON MOHAWK INDUSTRIES INC COMMON STOCK | Receive | — | — | $1,001 – $15,000 | 9112538 AARATHON PETROLEUM CORPORATICN ChON MOHAWK INDUSTRIES INC COMMON STOCK |
Feb 20, 2018 Member | Mar 9, 2018 | — REGENCY CENTERS CORPORATION CMM HORFOLK SOUTHERN CORP CMN | Receive | — | — | $1,001 – $15,000 | 9112538 REGENCY CENTERS CORPORATION CMM HORFOLK SOUTHERN CORP CMN |
Feb 20, 2018 Member | Mar 9, 2018 | — P SP GS FINANCE CORP. LINKED TO S&P 5Q0 INDEX GS FINANCE CORP. LINKED TO BASKET OF INDICES | Receive | — | — | $1,001 – $15,000 | 9112538 P SP GS FINANCE CORP. LINKED TO S&P 5Q0 INDEX GS FINANCE CORP. LINKED TO BASKET OF INDICES |
Jan 22, 2018 Member | Feb 11, 2018 | — CELGONE CORPORATION CMN | Receive | — | — | $15,001 – $50,000 | 9112444 CELGONE CORPORATION CMN |
Jan 3, 2018 Member | May 10, 2018 | — THE HOME DEPOT, INC. CIMN JONNSUN & JOHNSON CMN | Receive | — | — | $1,001 – $15,000 | 9112814 THE HOME DEPOT, INC. CIMN JONNSUN & JOHNSON CMN |
Jan 2, 2018 Spouse | Feb 11, 2018 | PLD Prologis, Inc. | Receive | 124.99estimated | $64.01 | $1,001 – $15,000 | 9112444 PROLOGIS INC CMN |
Jan 2, 2018 Member | Feb 11, 2018 | — DUKE REALTY CORP CMN | Receive | — | — | $15,001 – $50,000 | 9112444 DUKE REALTY CORP CMN |
Dec 13, 2017 Dependent | Jan 10, 2018 | — oc. Transtar/Speedstar Holding Company Transtar/Speedstar Hakling Company | Sell | — | — | $15,001 – $50,000 | 9112254 oc. Transtar/Speedstar Holding Company Transtar/Speedstar Hakling Company |
Nov 30, 2017 Member | Dec 12, 2017 | — LINCOLN HATL. CONF NG, SAN THE BANK OF NY MELLON CORP CMN | Receive | — | — | $1,001 – $15,000 | 9112175 LINCOLN HATL. CONF NG, SAN THE BANK OF NY MELLON CORP CMN |
Nov 30, 2017 Spouse | Dec 12, 2017 | — P LINION PACIFIC CORP. CNI CUMMINS INC COMMON STOCK | Sell | — | — | $1,001 – $15,000 | 9112175 P LINION PACIFIC CORP. CNI CUMMINS INC COMMON STOCK |
Nov 30, 2017 Member | Dec 12, 2017 | — (CROWN CASTLE INTL CORP CMN | Sell | — | — | $1,001 – $15,000 | 9112175 (CROWN CASTLE INTL CORP CMN |
Nov 30, 2017 Member | Dec 12, 2017 | — UNITED CONTINENTAL HOLDING INC CMN | Sell | — | — | $1,001 – $15,000 | 9112175 UNITED CONTINENTAL HOLDING INC CMN |
Nov 30, 2017 Member | Dec 12, 2017 | — P RAu Ahuja 19g5 Trunt REGIONS FINANCIAL CORPORATION CMN | Sell | — | — | $1,001 – $15,000 | 9112175 P RAu Ahuja 19g5 Trunt REGIONS FINANCIAL CORPORATION CMN |
Nov 30, 2017 Spouse | Dec 12, 2017 | — INTERCONTENTAL EXCHANGE IN CMA COLGATE- PALMOLIVE CO CMN | Sell | — | — | $1,001 – $15,000 | 9112175 INTERCONTENTAL EXCHANGE IN CMA COLGATE- PALMOLIVE CO CMN |
Nov 30, 2017 Member | Dec 12, 2017 | — VF COP CAN HII TON WORLDWIDE HOLDNGS INC. CAR JUN PER NETWORKS, INC. CMN | Receive | — | — | $1,001 – $15,000 | 9112175 VF COP CAN HII TON WORLDWIDE HOLDNGS INC. CAR JUN PER NETWORKS, INC. CMN |
Nov 30, 2017 Member | Dec 12, 2017 | — WYNDHAM WORLDWIDE CURP. CAN DANAHER CORPORATION OMN | Receive | — | — | $1,001 – $15,000 | 9112175 WYNDHAM WORLDWIDE CURP. CAN DANAHER CORPORATION OMN |
Nov 30, 2017 Member | Dec 12, 2017 | ORCL Oracle Corporation | Sell | 0estimated | $49.06 | $1,001 – $15,000 | 9112175 ORACLE CORPORATION CMN |
Nov 30, 2017 Member | Dec 12, 2017 | — P SP EXTRA SPACE STORAGE INC. CAN FREEPORT-MEMORAN INC OMN | Sell | — | — | $1,001 – $15,000 | 9112175 P SP EXTRA SPACE STORAGE INC. CAN FREEPORT-MEMORAN INC OMN |
Nov 30, 2017 Member | Dec 12, 2017 | MO Altria Group, Inc. | Sell | 0estimated | $67.83 | $1,001 – $15,000 | 9112175 ALTRIA GROUP, INC. CMN |
Nov 30, 2017 Member | Dec 12, 2017 | — P MICROSOFT CORPORATON CMN | Sell | — | — | $1,001 – $15,000 | 9112175 P MICROSOFT CORPORATON CMN |
Nov 30, 2017 Member | Dec 12, 2017 | — TRANSDIGM GROUP INGORPORATED CMN | Sell | — | — | $1,001 – $15,000 | 9112175 TRANSDIGM GROUP INGORPORATED CMN |
Nov 30, 2017 Member | Dec 12, 2017 | — MC DONALDS CORP OMN J.M. SMUCKER CO. CMN | Sell | — | — | $1,001 – $15,000 | 9112175 MC DONALDS CORP OMN J.M. SMUCKER CO. CMN |
Nov 30, 2017 Member | Dec 12, 2017 | PSX Phillips 66 | Sell | 0estimated | $97.56 | $1,001 – $15,000 | 9112175 PHILLIPS 66 CMN |
Nov 30, 2017 Member | Dec 12, 2017 | — JULIA BEAUTY ING CMN | Receive | — | — | $1,001 – $15,000 | 9112175 JULIA BEAUTY ING CMN |
Nov 28, 2017 Spouse | Dec 12, 2017 | — METRONI PUBLC LIMITED COMPA CMN | Sell | — | — | $1,001 – $15,000 | 9112175 METRONI PUBLC LIMITED COMPA CMN |
Nov 28, 2017 Member | Dec 12, 2017 | PSA Public Storage | Sell | 0estimated | $209.43 | $1,001 – $15,000 | 9112175 PUBLIC STORAGE CMN |
Nov 27, 2017 Member | Dec 12, 2017 | BIIB Biogen Inc. | Sell | 0estimated | $311.73 | $1,001 – $15,000 | 9112175 BIOGEN INC. CMN |
Nov 27, 2017 Spouse | Dec 12, 2017 | — AMERICAN INTL GROUP, INC. LMN ELT ULLY & CO CMIN | Sell | — | — | $1,001 – $15,000 | 9112175 AMERICAN INTL GROUP, INC. LMN ELT ULLY & CO CMIN |
Nov 27, 2017 Member | Dec 12, 2017 | — DISCOVERY COMMUNICATIONS, INC. CMN | Receive | — | — | $1,001 – $15,000 | 9112175 DISCOVERY COMMUNICATIONS, INC. CMN |
Nov 27, 2017 Member | Dec 12, 2017 | — ILOWES COMPANIS INC CMN | Receive | — | — | $1,001 – $15,000 | 9112175 ILOWES COMPANIS INC CMN |
Nov 25, 2017 Member | Dec 12, 2017 | — URITED TECHNOLOGIES CORP CMN | Sell | — | — | $1,001 – $15,000 | 9112175 URITED TECHNOLOGIES CORP CMN |
Nov 20, 2017 Member | Dec 12, 2017 | SO Southern Company (The) | Receive | 156.32estimated | $51.18 | $1,001 – $15,000 | 9112175 THE SOUTHERN CO. CMN |
Nov 20, 2017 Member | Dec 12, 2017 | — EXPRE55 SORIFTS HOLDINGS CMI FIFTH THIAD BANCORP CMN | Sell | — | — | $1,001 – $15,000 | 9112175 EXPRE55 SORIFTS HOLDINGS CMI FIFTH THIAD BANCORP CMN |
Nov 1, 2017 Member | Dec 12, 2017 | — HANESBRANDS PAC. CNN GENERAL MOTORS COMPANY CMN | Receive | — | — | $1,001 – $15,000 | 9112175 HANESBRANDS PAC. CNN GENERAL MOTORS COMPANY CMN |
Nov 1, 2017 Spouse | Nov 9, 2017 | — Nitu Antito 1994 Trat ¡PUT/XSP | Sell | — | — | $1,001 – $15,000 | 9112020 Nitu Antito 1994 Trat ¡PUT/XSP |
Oct 30, 2017 Spouse | Nov 9, 2017 | — MERCK CONCON MERCK & CO. INC. CMN | Sell | — | — | $1,001 – $15,000 | 9112020 MERCK CONCON MERCK & CO. INC. CMN |
Oct 27, 2017 Spouse | Nov 9, 2017 | — KELLOGG COMPANY CMN | Receive | — | — | $1,001 – $15,000 | 9112020 KELLOGG COMPANY CMN |
Oct 27, 2017 Spouse | Nov 9, 2017 | INCY Incyte Corp. | Sell | 0estimated | $116.27 | $1,001 – $15,000 | 9112020 INCYTE CORPORATION CMN |
Oct 24, 2017 Spouse | Nov 9, 2017 | — ULTA BEAUTY INC OMN CHARTER COMMUNICATIONS, INC. CMN | Receive | — | — | $1,001 – $15,000 | 9112020 ULTA BEAUTY INC OMN CHARTER COMMUNICATIONS, INC. CMN |
Oct 24, 2017 Member | Nov 9, 2017 | AEP American Electric Power Company, Inc. | Receive | 108.16estimated | $73.97 | $1,001 – $15,000 | 9112020 AMERICAN ELECTRIC POWER INC CMN |
Oct 9, 2017 Spouse | Nov 9, 2017 | — P [LIVE MATION ENTERTAINMENT INC CMN | Sell | — | — | $1,001 – $15,000 | 9112020 P [LIVE MATION ENTERTAINMENT INC CMN |
Sep 25, 2017 Member | Oct 10, 2017 | — BLACKROCK, INC. OMN CISCO SYSTEMS INC. CMN | Sell | — | — | $1,001 – $15,000 | 9111874 BLACKROCK, INC. OMN CISCO SYSTEMS INC. CMN |
Sep 25, 2017 Member | Oct 10, 2017 | — P SP KROGER COMPANY CMN | Sell | — | — | $1,001 – $15,000 | 9111874 P SP KROGER COMPANY CMN |
Sep 22, 2017 Spouse | Oct 10, 2017 | — I MERCK & OO., INC. CMN | Receive | — | — | $1,001 – $15,000 | 9111874 I MERCK & OO., INC. CMN |
Sep 22, 2017 Member | Oct 10, 2017 | — P SP ATATING CMN | Sell | — | — | $1,001 – $15,000 | 9111874 P SP ATATING CMN |
Sep 22, 2017 Member | Oct 10, 2017 | CAG ConAgra Brands, Inc. | Sell | 0estimated | $33.15 | $1,001 – $15,000 | 9111874 CONAGRA BRANDS INC CMN |
Sep 15, 2017 Spouse | Oct 10, 2017 | — HAST DATA CORPORATION OMN CLASS A ENTEGRIS, INC. CMN | Receive | — | — | $1,001 – $15,000 | 9111874 HAST DATA CORPORATION OMN CLASS A ENTEGRIS, INC. CMN |
Aug 29, 2017 Member | Sep 8, 2017 | — CAESARS ENTERTAINAENT CORP CMN | Receive | — | — | $1,001 – $15,000 | 9111740 CAESARS ENTERTAINAENT CORP CMN |
Aug 24, 2017 Member | Sep 8, 2017 | — URBAN OUTFITTERS ING CMNI CAESARS ENTERTAINMENT CORP CMN | Receive | — | — | $1,001 – $15,000 | 9111740 URBAN OUTFITTERS ING CMNI CAESARS ENTERTAINMENT CORP CMN |
Aug 21, 2017 Member | Sep 8, 2017 | OXY Occidental Petroleum Corporation | Sell | 0estimated | $58.84 | $1,001 – $15,000 | 9111740 OCCIDENTAL PETROLEUM CORP CMN |
Aug 21, 2017 Member | Sep 8, 2017 | — PAGHEER NATURAL RESTINGES CO CAN OM COMPANY CMN | Sell | — | — | $1,001 – $15,000 | 9111740 PAGHEER NATURAL RESTINGES CO CAN OM COMPANY CMN |
Aug 21, 2017 Member | Sep 8, 2017 | — PROCTER & GAMBLE COMPANY THE CAN PRINCIPAL FINANCIAL GROUP, INC CNN | Sell | — | — | $1,001 – $15,000 | 9111740 PROCTER & GAMBLE COMPANY THE CAN PRINCIPAL FINANCIAL GROUP, INC CNN |
Aug 21, 2017 Member | Sep 8, 2017 | HPQ HP Inc. | Sell | 0estimated | $18.57 | $1,001 – $15,000 | 9111740 HP INC. CMN |
Aug 21, 2017 Member | Sep 8, 2017 | — CELGEME CORPORATION CMNI CITIZENS FINANCIAL GROUP INC CMN | Sell | — | — | $1,001 – $15,000 | 9111740 CELGEME CORPORATION CMNI CITIZENS FINANCIAL GROUP INC CMN |
Aug 21, 2017 Member | Sep 8, 2017 | — AVALONBAY COMMURITIES INC CMN | Sell | — | — | $1,001 – $15,000 | 9111740 AVALONBAY COMMURITIES INC CMN |
Aug 21, 2017 Member | Sep 8, 2017 | KEY KeyCorp | Sell | 0estimated | $17.41 | $1,001 – $15,000 | 9111740 KEYCORP CMN |
Aug 18, 2017 Member | Sep 8, 2017 | — LYONDELLBASELL INDASTRIES N.V. CMN | Sell | — | — | $1,001 – $15,000 | 9111740 LYONDELLBASELL INDASTRIES N.V. CMN |
Aug 18, 2017 Member | Sep 8, 2017 | ORLY O'Reilly Automotive, Inc. | Sell | 0estimated | $13.19 | $1,001 – $15,000 | 9111740 O REILLY AUTOMOTIVE INC CMN |
Aug 18, 2017 Member | Sep 8, 2017 | — STARBUCKS CORP. CMPI MORGAN STANLEY CMNI | Sell | — | — | $1,001 – $15,000 | 9111740 STARBUCKS CORP. CMPI MORGAN STANLEY CMNI |
Aug 18, 2017 Spouse | Sep 8, 2017 | — EOG RESOURCES ING CMN | Receive | — | — | $1,001 – $15,000 | 9111740 EOG RESOURCES ING CMN |
Aug 18, 2017 Spouse | Sep 8, 2017 | ETN Eaton Corporation, PLC Ordinary Shares | Receive | 112.37estimated | $71.20 | $1,001 – $15,000 | 9111740 EATON CORP PLC CMN |
Aug 18, 2017 Spouse | Sep 8, 2017 | — PONEER NATURAL RESOURCES CO CNN NOBLE ENERGY INC CMN | Sell | — | — | $1,001 – $15,000 | 9111740 PONEER NATURAL RESOURCES CO CNN NOBLE ENERGY INC CMN |
Aug 12, 2017 Member | Sep 8, 2017 | AAPL Apple Inc. | Receive | 203.21estimated | $39.37 | $1,001 – $15,000 | 9111740 APPLE INC. CMN |
Aug 4, 2017 Spouse | Sep 8, 2017 | — FIRST DATA CORPORATION CMN | Receive | — | — | $1,001 – $15,000 | 9111740 FIRST DATA CORPORATION CMN |
Aug 4, 2017 Spouse | Sep 8, 2017 | — COGMIZANT TECH SOLUTIONS PAYPAYL HOLDINGS INC COM | Sell | — | — | $1,001 – $15,000 | 9111740 COGMIZANT TECH SOLUTIONS PAYPAYL HOLDINGS INC COM |
Jul 28, 2017 Member | Aug 10, 2017 | LYV Live Nation Entertainment, Inc. | Sell | 0estimated | $37.48 | $1,001 – $15,000 | 9111583 LIVE NATION ENTERTAINMENT INC CMN |
Jul 18, 2017 Spouse | Aug 10, 2017 | — BB&T CORPORATION CMN | Receive | — | — | $1,001 – $15,000 | 9111583 BB&T CORPORATION CMN |
Jul 17, 2017 Spouse | Aug 10, 2017 | HRL Hormel Foods Corporation | Sell | 0estimated | $33.19 | $1,001 – $15,000 | 9111583 HORMEL FOODS CORP CMN |
Jul 17, 2017 Spouse | Aug 10, 2017 | — P HALUBURTON COMPANY CMN | Receive | — | — | $1,001 – $15,000 | 9111583 P HALUBURTON COMPANY CMN |
Jul 17, 2017 Member | Aug 10, 2017 | — P THE SOUTHERN CO. N INTEL CORPORATION CMM | Receive | — | — | $1,001 – $15,000 | 9111583 P THE SOUTHERN CO. N INTEL CORPORATION CMM |
Jul 5, 2017 Spouse | Aug 10, 2017 | KMI Kinder Morgan, Inc. | Sell | 0estimated | $19.31 | $1,001 – $15,000 | 9111583 KINDER MORGAN INC CMN |
Jun 28, 2017 Member | Jul 12, 2017 | — ENERGY TRANSFER PARTNERS, L.P. CMN | Buy | — | — | $15,001 – $50,000 | 9111397 ENERGY TRANSFER PARTNERS, L.P. CMN |
Jun 22, 2017 Spouse | Jul 12, 2017 | — URBAN OUTFITTERS INC CMY REGIONS FINANCIAL, CORPORATION CMN | Receive | — | — | $15,001 – $50,000 | 9111397 URBAN OUTFITTERS INC CMY REGIONS FINANCIAL, CORPORATION CMN |
Jun 15, 2017 Spouse | Jul 12, 2017 | — URBAN OUTFITTERS INC OMN WHOLE FOODS MARKET INC CMN | Sell | — | — | $15,001 – $50,000 | 9111397 URBAN OUTFITTERS INC OMN WHOLE FOODS MARKET INC CMN |
May 24, 2017 Spouse | Jun 10, 2022 | GOOGL Alphabet Inc. Class A | Buy | 163.67estimated | $48.88 | $1,001 – $15,000 | 8218940 ALPHABET INC CMN |
May 23, 2017 Spouse | Jun 10, 2022 | — CORNING INCORPORATED CN | Buy | — | — | $1,001 – $15,000 | 8218940 CORNING INCORPORATED CN |
May 18, 2017 Member | Jun 12, 2017 | RF Regions Financial Corporation | Sell | 0estimated | $14.01 | $1,001 – $15,000 | 9111257 REGIONS FINANCIAL CORPORATION CMN |
May 17, 2017 Spouse | Jun 12, 2017 | PFE Pfizer, Inc. | Sell | 237.17estimated | $31.50 | $1,001 – $15,000 | 9111257 PFIZER INC. CMN |
May 10, 2017 Member | Jun 12, 2017 | — CUNMINS INC COMMON STOCK SIMON PROPERTY GROUP INC CMN | Receive | — | — | $1,001 – $15,000 | 9111257 CUNMINS INC COMMON STOCK SIMON PROPERTY GROUP INC CMN |
May 10, 2017 Spouse | Jun 12, 2017 | — PACCAR ING CMN | Receive | — | — | $1,001 – $15,000 | 9111257 PACCAR ING CMN |
May 8, 2017 Member | Jun 12, 2017 | — WAL MART STORES ING CMN | Receive | — | — | $1,001 – $15,000 | 9111257 WAL MART STORES ING CMN |
May 2, 2017 Member | Jun 12, 2017 | MSFT Microsoft Corporation | Sell | 0estimated | $69.30 | $1,001 – $15,000 | 9111257 MICROSOFT CORPORATION CMN |
May 2, 2017 Member | Jun 12, 2017 | CVX Chevron Corporation | Sell | 0estimated | $105.36 | $1,001 – $15,000 | 9111257 CHEVRON CORPORATION CMN |
Apr 9, 2017 Member | May 11, 2017 | — P FORD MOTOR ÇOMPANY CMN | Receive | — | — | $1,001 – $15,000 | 9110730 P FORD MOTOR ÇOMPANY CMN |
Apr 5, 2017 Member | May 11, 2017 | — EQUIFAX INC CNN AON ALC CHAM | Receive | — | — | $1,001 – $15,000 | 9110730 EQUIFAX INC CNN AON ALC CHAM |
Apr 3, 2017 Member | May 11, 2017 | — CISCO SYSTEMS, INC. CNM TEXAS INSTRUMENTS INC. CNN | Receive | — | — | $1,001 – $15,000 | 9110730 CISCO SYSTEMS, INC. CNM TEXAS INSTRUMENTS INC. CNN |
Mar 22, 2017 Member | Oct 10, 2017 | — P SP BAKER HUGHES A GE 00 CMN | Receive | — | — | $1,001 – $15,000 | 9111874 P SP BAKER HUGHES A GE 00 CMN |
Mar 2, 2017 Member | Feb 11, 2018 | — MERCK & CO., MC. CMN | Receive | — | — | Over $50,000,001 | 9112444 MERCK & CO., MC. CMN |
Mar 2, 2017 Spouse | Apr 13, 2017 | PFE Pfizer, Inc. | Receive | 237.17estimated | $33.73 | $1,001 – $15,000 | 9110644 PFIZER INC CMN |
Feb 27, 2017 Member | Mar 14, 2017 | — HONEYWELL INTLING CMN | Receive | — | — | $1,001 – $15,000 | 9110547 HONEYWELL INTLING CMN |
Feb 23, 2017 Spouse | Mar 14, 2017 | PPG PPG Industries, Inc. | Receive | 77.98estimated | $102.60 | $1,001 – $15,000 | 9110547 PPG INDUSTRIES, INC. CMN |
Feb 16, 2017 Spouse | Dec 12, 2017 | — GS INTERNATIOWAL EQUITY ISIGHTS FUNDI PUT/XSP | Sell | — | — | $1,001 – $15,000 | 9112175 GS INTERNATIOWAL EQUITY ISIGHTS FUNDI PUT/XSP |
Feb 9, 2017 Member | Mar 14, 2017 | — Nvidia Corporation Intuitive surecal INC | Sell | — | — | $15,001 – $50,000 | 9110547 Nvidia Corporation Intuitive surecal INC |
Jan 24, 2017 Member | Feb 13, 2017 | TGT Target Corporation | Receive | 504.59estimated | $64.41 | $15,001 – $50,000 | 9110456 TARGET CORPORATION CMN |
Dec 7, 2016 Member | Jan 11, 2019 | — REGIONS FINANCIAL CORPORATION CON THE SOUTHERN CO. CMN | Sell | — | — | $1,001 – $15,000 | 9114288 REGIONS FINANCIAL CORPORATION CON THE SOUTHERN CO. CMN |
Oct 25, 2016 Member | Nov 9, 2018 | — TORO CO (DELAWARE) CMN | Buy | — | — | $1,001 – $15,000 | 9114153 TORO CO (DELAWARE) CMN |
May 15, 2016 Member | Jun 8, 2018 | — POHNSON CONTROLS INTERNATIONAL CMN | Sell | — | — | $1,001 – $15,000 | 9113299 POHNSON CONTROLS INTERNATIONAL CMN |
Jan 28, 2016 Member | Sep 12, 2018 | — ALTRIA GHOUP, ING, CMN | Sell | — | — | $1,001 – $15,000 | 9113779 ALTRIA GHOUP, ING, CMN |
Dec 7, 2015 Member | Jan 11, 2019 | — LIONS GATE ENTERTAINAENT CORP. CMN | Sell | — | — | $1,001 – $15,000 | 9114288 LIONS GATE ENTERTAINAENT CORP. CMN |
May 15, 2015 Member | Jun 8, 2018 | CSCO Cisco Systems, Inc. Common Stock (DE) | Sell | — | — | $1,001 – $15,000 | 9113299 CISCO SYSTEMS, INC. CMN |
May 8, 2015 Member | Jun 8, 2018 | — ALEXANORIA REAL ESTATE EQLATIES, INC L3 TECHNOLOGIES INC CMN | Sell | — | — | $1,001 – $15,000 | 9113299 ALEXANORIA REAL ESTATE EQLATIES, INC L3 TECHNOLOGIES INC CMN |
Mar 7, 2015 Joint | Aug 10, 2017 | — Exampie: Mega Corp. Common Stock | Receive | — | — | $1,001 – $15,000 | 9111583 Exampie: Mega Corp. Common Stock |
Mar 7, 2015 Member | Jul 8, 2024 | — Exampie: Mega Corp. Common Stock | Receive | — | — | $1,001 – $15,000 | 8220534 Exampie: Mega Corp. Common Stock |
Mar 7, 2015 Member | Mar 8, 2022 | — Examplo Mega Corp. Common Stack | Receive | — | — | $1,001 – $15,000 | 8218597 Examplo Mega Corp. Common Stack |
Mar 7, 2015 Member | Sep 15, 2021 | — Exampie: Moga Cap. Common Stock | Receive | — | — | $1,001 – $15,000 | 8218338 Exampie: Moga Cap. Common Stock |
Feb 20, 2015 Spouse | Mar 8, 2019 | — PARSLEY ENERGY, INC. CMN | Buy | — | — | $1,001 – $15,000 | 9114457 PARSLEY ENERGY, INC. CMN |
Feb 5, 2015 Joint | Jul 11, 2019 | — Exemple: Mega Corp. Common Stock | Buy | — | — | $1,001 – $15,000 | 9115123 Exemple: Mega Corp. Common Stock |
Feb 5, 2015 Joint | Feb 13, 2017 | — Exemple: Mega Corp. Common Stock | Buy | — | — | $15,001 – $50,000 | 9110456 Exemple: Mega Corp. Common Stock |
Feb 5, 2015 Joint | Dec 8, 2025 | — Exampla: Mega Corp. Common Stock | Buy | — | — | $15,001 – $50,000 | 8221264 Exampla: Mega Corp. Common Stock |
Feb 5, 2015 Member | Mar 6, 2024 | — Erample: Alga Comp. Cotunion Sitset | Buy | — | — | $1,001 – $15,000 | 8220173 Erample: Alga Comp. Cotunion Sitset |
Feb 5, 2015 Member | Mar 12, 2021 | — Exemple: Mega Corp. Common Stock | Buy | — | — | $1,001 – $15,000 | 8217894 Exemple: Mega Corp. Common Stock |
Feb 5, 2015 Member | Dec 16, 2020 | — Exemple: Mage Corp. Common Stock | Buy | — | — | $1,001 – $15,000 | 8217777 Exemple: Mage Corp. Common Stock |
Feb 5, 2015 Member | Nov 20, 2020 | — Exampls: Mega Corp. Common Stock | Buy | — | — | $1,001 – $15,000 | 8217740 Exampls: Mega Corp. Common Stock |
Jan 3, 2015 Member | May 10, 2018 | — ALLERGAN PLO CMN | Sell | — | — | $1,001 – $15,000 | 9112814 ALLERGAN PLO CMN |
Jul 24, 2013 Member | Aug 10, 2018 | — WES ENERGY GROUCH INC. CMN | Receive | — | — | $15,001 – $50,000 | 9113657 WES ENERGY GROUCH INC. CMN |
May 8, 2013 Member | Jun 8, 2018 | — TORTUNE BRANDS HOME & SECURITY CMN | Receive | — | — | $1,001 – $15,000 | 9113299 TORTUNE BRANDS HOME & SECURITY CMN |
Aug 17, 2012 Member | Sep 8, 2022 | — OC WELLSFARGO & CO NEWI EMN * | Buy | — | — | $15,001 – $50,000 | 8219207 OC WELLSFARGO & CO NEWI EMN * |
Jun 15, 2012 Member | Jul 11, 2018 | YUM Yum! Brands, Inc. | Receive | — | — | $1,001 – $15,000 | 9113509 YUM BRANDS, INC. CMN |
May 25, 2012 Member | Jun 10, 2022 | BRK-B BERKSHIRE HATHAWAY INC CLASS B | Buy | — | — | $15,001 – $50,000 | 8218940 P BERKSHIRE HATHAWAY INC. CLASS B * |
May 23, 2012 Spouse | Jun 10, 2022 | CRWD CrowdStrike Holdings, Inc. Class A | Buy | — | — | $1,001 – $15,000 | 8218940 CROWDSTRIKE HOLDINGS, INC, CMN |
May 23, 2012 Spouse | Jun 10, 2022 | — MATTEL, INC. CMN | Buy | — | — | $1,001 – $15,000 | 8218940 MATTEL, INC. CMN |
May 10, 2012 Member | Jun 10, 2022 | — C TIX COMPANIES INC (NEW) OMN | Buy | — | — | $1,001 – $15,000 | 8218940 C TIX COMPANIES INC (NEW) OMN |
May 5, 2012 Spouse | Jun 10, 2022 | BURL Burlington Stores, Inc. | Buy | — | — | $1,001 – $15,000 | 8218940 BURLINGTON STORES INC CMN |
Jan 17, 2012 Member | Mar 8, 2022 | — SOTT LABORATORIES CAAN | Buy | — | — | $1,001 – $15,000 | 8218597 SOTT LABORATORIES CAAN |