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Government Tracker

Jefferson Shreve

House
Chamber
Indiana District 6
Represents
632
Trades on record
-0.8%
Avg return, 30d
-2.5%
Avg return, 90d
-4.2%
Avg return, 180d

Disclosed holdings

309 assets, filed Aug 12, 2026 (FD Original).
2030-07-15 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
MMM 3M Company Common Stock (MMM) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
AIG Power Protector S&P 500 point-to-point FN $25,000,000
T AT&T Inc. (T) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ABBV AbbVie Inc. Common Stock (ABBV) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ABT Abbott Laboratories Common Stock (ABT) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ADBE Adobe Inc. - Common Stock (ADBE) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
A Agilent Technologies, Inc. Common Stock (A) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
AKAM Akamai Technologies, Inc. - Common Stock (AKAM) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ALB Albemarle Corporation Common Stock (ALB) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Allianz Buffered Annuity - S&P 500 Dual Direction Trigger $25,000,000
Allianz Buffered Annuity - S&P 500 Trigger Options $25,000,000
ALNY Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
GOOG Alphabet Inc. - Class C Capital Stock (GOOG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
AMZN Amazon.com, Inc. - Common Stock (AMZN) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
AXP American Express Company Common Stock (AXP) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
AIG American International Group, Inc. New Common Stock (AIG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
AMT American Tower Corporation (AMT) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ADI Analog Devices, Inc. - Common Stock (ADI) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
AAPL Apple Inc. - Common Stock (AAPL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
AMAT Applied Materials, Inc. - Common Stock (AMAT) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
APP Applovin Corporation - Class A Common Stock (APP) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ACGL Arch Capital Group Ltd. - Common Stock (ACGL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ARES Ares Management Corporation Class A Common Stock (ARES) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ANET Arista Networks, Inc. Common Stock (ANET) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Athene Accumulator S&P 500 point-to-point FN $25,000,000
AZO AutoZone, Inc. Common Stock (AZO) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ADSK Autodesk, Inc. - Common Stock (ADSK) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ADP Automatic Data Processing, Inc. - Common Stock (ADP) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
AXON Axon Enterprise, Inc. - Common Stock (AXON) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
BNP Paribas 3 yr Dual Direction Buffered Note SPX Corporate bond $25,000,000
BNP Paribas 4 yr Barrier Note INDU/RTY Corporate bond $25,000,000
BNP Paribas 5 yr Barrier Note INDU/NDX/RTY Corporate bond $25,000,000
BALL Ball Corporation Common Stock (BALL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
BAC Bank of America Corporation Common Stock (BAC) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Bank of Montreal 13-Month Digital Buffer Note RTY/SPX $25,000,000
BRK-A Berkshire Hathaway Inc. Common Stock (BRK.A) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
BLK BlackRock, Inc. Common Stock (BLK) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
BA Boeing Company (BA) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
BKNG Booking Holdings Inc. - Common Stock (BKNG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Brighthouse Buffered Annuity Russell 2000 Cap Rate Options $25,000,000
Brighthouse Buffered Annuity S&P 500 Trigger Rate Options $25,000,000
BMY Bristol-Myers Squibb Company Common Stock (BMY) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
AVGO Broadcom Inc. - Common Stock (AVGO) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
BKE Buckle, Inc. (BKE) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CME CME Group Inc. - Class A Common Stock (CME) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CNO CNO Financial Group, Inc. Common Stock (CNO) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CRT - Standard Unit Trust [OT] distribution made to the beneficiary. Q. Charitable Remainder Trust #1 (Trust-owned None
CSX CSX Corporation (CSX) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CVS CVS Health Corporation Common Stock (CVS) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CDNS Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Cantor Fitzgerald Opportunity Zone Fund REIT $25,000,000
CCL Carnival Corporation Common Stock (CCL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CWST Casella Waste Systems, Inc. - Class A Common Stock (CWST) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CAT Caterpillar, Inc. Common Stock (CAT) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
COR Cencora, Inc. Common Stock (COR) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CNC Centene Corporation Common Stock (CNC) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
SCHW Charles Schwab Corporation (SCHW) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CHTR Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Chase Bank Checking Account Bank/brokerage account $500,000
LNG Cheniere Energy, Inc. Common Stock (LNG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CVX Chevron Corporation Common Stock (CVX) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CMG Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CSCO Cisco Systems, Inc. - Common Stock (CSCO) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Citigroup Inc 5.875 2033-02-22 [CS] Q. Charitable Remainder Trust #1 (Trust-owned None
CFG Citizens Financial Group, Inc. Common Stock (CFG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CLX Clorox Company (CLX) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
NET Cloudflare, Inc. Class A Common Stock (NET) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
REBAX Columbia Emerging Markets Bond Fund Class A (REBAX) [MF] P. Charitable Remainder Trust #2 (Trust-owned None
Comcast 6.50%maturing 11/15/35 [CS] Q. Charitable Remainder Trust #1 (Trust-owned None
CMCSA Comcast Corporation - Class A Common Stock (CMCSA) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
COP ConocoPhillips Common Stock (COP) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CEG Constellation Energy Corporation - Common Stock (CEG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CPRT Copart, Inc. - Common Stock (CPRT) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
COST Costco Wholesale Corporation - Common Stock (COST) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CTRA Coterra Energy Inc. Common Stock (CTRA) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CCI Crown Castle Inc. Common Stock (CCI) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
DHR Danaher Corporation Common Stock (DHR) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
DE Deere & Company Common Stock (DE) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
DAL Delta Air Lines, Inc. Common Stock (DAL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Denton Tx Ctfs Oblig 01 May 2017 5% Feb 2029 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
DVN Devon Energy Corporation Common Stock (DVN) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
DFS Discover Financial Services Common Stock (DFS) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
District Columbia Income Tax Rev 5.000 2032-03-01 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
DG Dollar General Corporation Common Stock (DG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
DASH DoorDash, Inc. - Common Stock (DASH) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ECL Ecolab Inc. Common Stock (ECL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
EW Edwards Lifesciences Corporation Common Stock (EW) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ELV Elevance Health, Inc. Common Stock (ELV) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
LLY Eli Lilly and Company Common Stock (LLY) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Equitable S&P 500 Dual Direction Trigger Options $5,000,000
Fidelity Insti Money Market Funds Money Market Port $50,000,000
FNSXX Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF] P. Charitable Remainder Trust #2 (Trust-owned $1,001 - $15,000
FNSXX Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF] Q. Charitable Remainder Trust #1 (Trust-owned None
FIS Fidelity National Information Services, Inc. Common Stock (FIS) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
FTNT Fortinet, Inc. - Common Stock (FTNT) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
GE GE Aerospace Common Stock (GE) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
GEV GE Vernova Inc. Common Stock (GEV) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
General Motors Financial 2.35 2031-101-08/ 37045xde3 [CS] Q. Charitable Remainder Trust #1 (Trust-owned None
Global Atlantic Fore Accumulation 5 S&P 500 point-to-point $25,000,000
Global Atlantic Fore Accumulation 5 S&P 500 trigger FN $25,000,000
GS Goldman Sachs Group, Inc. (GS) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Grand Praire Tex 5.0000 2032-02-15 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
Griffin Capital Opportunity Zone Fund III REIT $25,000,000
HNI HNI Corporation Common Stock (HNI) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
HAL Halliburton Company Common Stock (HAL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
THG Hanover Insurance Group Inc (THG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
HIW Highwoods Properties, Inc. Common Stock (HIW) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
HOMB Home BancShares, Inc. Common Stock (HOMB) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
HD Home Depot, Inc. (HD) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
HON Honeywell International Inc. (HON) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Houston Tex 5.000 2031-03-01/ 4423315C4 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
HUBB Hubbell Inc Common Stock (HUBB) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
IDA IDACORP, Inc. Common Stock (IDA) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
IEX IDEX Corporation Common Stock (IEX) [ST] Q. Charitable Remainder Trust #1 (Trust-owned $1,001 - $15,000
Inland Self Storage Opportunity Zone Fund REIT $5,000,000
Inland Student Housing Opportunity Zone Fund REIT $25,000,000
Insured Bank Deposit Program Bank/brokerage account $250,000
Insured Bank Deposit Program Bank/brokerage account $100,000
IBM International Business Machines Corporation Common Stock (IBM) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
INTU Intuit Inc. - Common Stock (INTU) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
JP Morgan 3-Year Auto Callable Buffer Note $25,000,000
JP Morgan 3-Year Auto Callable Buffer Note $25,000,000
JP Morgan 3-Year Auto Callable Buffer Note $25,000,000
JP Morgan 3-Year Auto Callable Buffer Note $25,000,000
JP Morgan 3-year auto callable buffer note RTY- December $25,000,000
JP Morgan 4.912 7-25-33 '32/ 46647PDH6 [CS] Q. Charitable Remainder Trust #1 (Trust-owned None
JP Morgan 5 year Barrier Note INDU/NDX/RTY $25,000,000
JPM JP Morgan Chase & Co. Common Stock (JPM) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Jackson National Buffered Annuity S&P 500 Annual cap $25,000,000
Jackson National Buffered Annuity S&P 500 with Annual $5,000,000
Kansas City MO 4.0000 2030-02-01 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
KR Kroger Company (KR) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
LRCX Lam Research Corporation - Common Stock (LRCX) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Laredo TEX 5.000 2031-2-15/ 516824JB6 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
LAZ Lazard, Inc. Common Stock (LAZ) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Lincoln Level Advantage 3 year First Trust Cap Strength $25,000,000
Lincoln Level Advantage 6 year First Trust American $5,000,000
Lincoln Level Advantage 6 year First Trust Cap Strength $5,000,000
Lincoln Level Advantage 6-year Capital Strength Options $100,000
Lincoln Level Advantage 6-year Russell 2000 Options $100,000
Lincoln Level Advantage 6-year S&P 500 Options $250,000
Lincoln Level Advantage Buffered Annuity - S&P 500 trigger $25,000,000
Lincoln Level Advantage Buffered Annuity S&P 500 Cap $25,000,000
Lincoln Optiblend 5 S&P 500 Trigger FN $25,000,000
LIN Linde plc - Ordinary Shares (LIN) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
LFUS Littelfuse, Inc. - Common Stock (LFUS) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
LOW Lowe's Companies, Inc. Common Stock (LOW) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
MPC Marathon Petroleum Corporation Common Stock (MPC) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
MRVL Marvell Technology, Inc. - Common Stock (MRVL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Mass Mutual S&P 500 point-to-point FN $25,000,000
MTCH Match Group, Inc. - Common Stock (MTCH) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
MCD McDonald's Corporation Common Stock (MCD) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
MCK McKesson Corporation Common Stock (MCK) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
MDT Medtronic plc. Ordinary Shares (MDT) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
MRK Merck & Company, Inc. Common Stock (MRK) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
META Meta Platforms, Inc. - Class A Common Stock (META) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
MSFT Microsoft Corporation - Common Stock (MSFT) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Midland Life Insurance Policy I - S&P 500 Other $25,000,000
Midland Life Insurance Policy II - S&P 500 Other $1,000,000
Midland Life Insurance Policy IV - S&P 500 Other $100,000
Minnesota St 5.00000 2025-08-01 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
MS Morgan Stanley Common Stock (MS) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
NDAQ Nasdaq, Inc. - Common Stock (NDAQ) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Nationwide Life Insurance Policy - S&P 500 Other $25,000,000
NFLX Netflix, Inc. - Common Stock (NFLX) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 [GS] Q. Charitable Remainder Trust #1 (Trust-owned $1 - $1,000
New York NY Ref-Ser E 27 May 2016 5% Aug 2028 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
NEM Newmont Corporation (NEM) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
NXTA Nextrata Energy Inc. (NXTA) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
NI NiSource Inc Common Stock (NI) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
November 2025 Corporate bond · A. Advisory Account holding Structured Notes None
OGE OGE Energy Corp Common Stock (OGE) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ONB Joint Checking Bank/brokerage account $1,000,000
ONB Money Market Bank/brokerage account $50,000,000
ONB Perry Properties Checking Account Bank/brokerage account $500,000
ONB Personal Checking Bank/brokerage account $5,000,000
OXY Occidental Petroleum Corporation Common Stock (OXY) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ORI Old Republic International Corporation Common Stock (ORI) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
ORCL Oracle Corporation Common Stock (ORCL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Oviedo FLA Util Rev 5.0000 2032-10-01 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
PTLAX PIMCO Fds Low Duration Fd Cl A · Mutual fund $500,000
PNC Finl Svc 6.875 10/20/34 '33 FRN [CS] Q. Charitable Remainder Trust #1 (Trust-owned None
Pacific Oak Opportunity Zone Fund REIT $5,000,000
PLTR Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
PANW Palo Alto Networks, Inc. (PANW) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
PYPL PayPal Holdings, Inc. - Common Stock (PYPL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
PEP Pepsico, Inc. (PEP) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
PM Philip Morris International Inc Common Stock (PM) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
PSX Phillips 66 Common Stock (PSX) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Plano TX Indp Sch Dist 16 Feb 2023 5% [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
PRI Primerica, Inc. Common Stock (PRI) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
PG Procter & Gamble Company (PG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
PGR Progressive Corporation (PGR) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
PLD Prologis, Inc. Common Stock (PLD) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Protective Life Insurance - S&P 500 [OT] P. Charitable Remainder Trust #2 (Trust-owned None
Prudential Buffered Annuity - S&P 500 Tiered Participation $5,000,000
Prudential Buffered Annuity - S&P 500 Tiered Participation $5,000,000
Prudential Buffered Annuity - S&P 500 Tiered Particpation $25,000,000
Prudential Buffered Annuity - S&P 500 Trigger Rate Plus $25,000,000
PRU Prudential Financial, Inc. Common Stock (PRU) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 $25,000,000
Prudential RILA - 10% Buffer 3-year S&P 500 Index Options $25,000,000
Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 $25,000,000
PHM PulteGroup, Inc. Common Stock (PHM) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
Q. Charitable Remainder Trust #1 (Trust-owned None
PWR Quanta Services, Inc. Common Stock (PWR) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
RTX RTX Corporation Common Stock (RTX) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
RPD Rapid7, Inc. - Common Stock (RPD) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
O Realty Income Corporation Common Stock (O) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Residential Property 1 Real property $250,000
Residential Property 1 Other liability $5,000,000
Residential Property 1 Other liability $5,000,000
Residential Property 2 Real property $250,000
Residential Property 3 Other liability $250,000
Residential Property 4 Other liability $500,000
ROST Ross Stores, Inc. - Common Stock (ROST) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
RCL Royal Caribbean Cruises Ltd. Common Stock (RCL) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
RGLD Royal Gold, Inc. - Common Stock (RGLD) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
S W Allen IN Multi Sch Co 1st Mtge 01 Oct 2020 5% 15 Jul 2029 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
SPGI S&P Global Inc. Common Stock (SPGI) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
SBAC SBA Communications Corporation - Class A Common Stock (SBAC) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
STMSX SEI Tax-Managed Small/Mid Cap Fund Class F (STMSX) [MF] Q. Charitable Remainder Trust #1 (Trust-owned None
SPX/RTY/NDX Corporate bond · A. Advisory Account holding Structured Notes None
SPX/RTY/NDX Corporate bond · A. Advisory Account holding Structured Notes None
SPX/RTY/NDX Corporate bond · A. Advisory Account holding Structured Notes None
CRM Salesforce, Inc. Common Stock (CRM) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
SNDR Schneider National, Inc. Common Stock (SNDR) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
SHW Sherwin-Williams Company (SHW) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Shreve & Company Checking Bank/brokerage account $250,000
SPG Simon Property Group, Inc. Common Stock (SPG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
SNOW Snowflake Inc. Class A Common Stock (SNOW) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
SPOT Spotify Technology S.A. Ordinary Shares (SPOT) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Storage Express Construction Checking Bank/brokerage account $500,000
Storage Express Construction LLC Other liability $500,000
MSTR Strategy Inc - Class A Common Stock (MSTR) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
SYK Stryker Corporation Common Stock (SYK) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Symetra Buffered Annuity S&P 500 with enhanced $25,000,000
SNPS Synopsys, Inc. - Common Stock (SNPS) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
SYY Sysco Corporation Common Stock (SYY) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
TJX TJX Companies, Inc. (TJX) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
TTWO Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
TEMFX Templeton Foreign Fund Class A (TEMFX) [MF] Q. Charitable Remainder Trust #1 (Trust-owned None
TSLA Tesla, Inc. - Common Stock (TSLA) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
TXN Texas Instruments Incorporated - Common Stock (TXN) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CG The Carlyle Group Inc. - Common Stock (CG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
CI The Cigna Group Common Stock (CI) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
SJM The J.M. Smucker Company Common Stock (SJM) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
TTD The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
TT Trane Technologies plc (TT) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
TDG Transdigm Group Incorporated Common Stock (TDG) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
UBER Uber Technologies, Inc. Common Stock (UBER) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
UCBI United Community Banks, Inc. - Common Stock (UCBI) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
UPS United Parcel Service, Inc. Common Stock (UPS) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
UVSP Univest Financial Corporation - Common Stock (UVSP) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
VZ Verizon Communications Inc. Common Stock (VZ) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
V Visa Inc. (V) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
WMT Walmart Inc. Common Stock (WMT) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
DIS Walt Disney Company (DIS) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
WFC Wells Fargo & Company Common Stock (WFC) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Wells Fargo 5.574 07/25/29 '28 Mtn [CS] Q. Charitable Remainder Trust #1 (Trust-owned None
Wells Fargo 6.491 10/23/34 '33 MTN [CS] Q. Charitable Remainder Trust #1 (Trust-owned None
HCN Welltower Inc. (HCN) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
WDC Western Digital Corporation - Common Stock (WDC) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
WMB Williams Companies, Inc. (WMB) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
WDAY Workday, Inc. - Class A Common Stock (WDAY) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
independent third-party managed assets; remainder to $1,000,000
independent third-party managed assets; remainder to $5,000,000
independent third-party managed assets; remainder to $100,000
independent third-party managed assets; remainder to $5,000,000
independent third-party managed assets; remainder to $5,000,000
independent third-party managed assets; remainder to $1,000,000
independent third-party managed assets; remainder to $5,000,000
independent third-party managed assets; remainder to $5,000,000
independent third-party managed assets; remainder to $5,000,000
independent third-party managed assets; remainder to $100,000
independent third-party managed assets; remainder to $25,000,000
independent third-party managed assets; remainder to $5,000,000
independent third-party managed assets; remainder to $5,000,000
independent third-party managed assets; remainder to $5,000,000
independent third-party managed assets; remainder to Insured Bank Deposit Program [BA] Q. Charitable Remainder Trust #1 (Trust-owned None
independent third-party managed assets; remainder to Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 [GS] Q. Charitable Remainder Trust #1 (Trust-owned None
LULU lululemon athletica inc. - Common Stock (LULU) [ST] Q. Charitable Remainder Trust #1 (Trust-owned None
Show all 309

Current holdings

MMM Last activity: Sale May 12, 2025
ABT Last activity: Sale May 12, 2025
ADBE Last activity: Sale May 12, 2025
AMD Last activity: Sale May 12, 2025
A Last activity: Sale May 12, 2025
AKAM Last activity: Sale May 12, 2025
ALB Last activity: Sale May 12, 2025
ALNY Last activity: Sale May 12, 2025
GOOGL Last activity: Sale May 12, 2025
GOOG Last activity: Sale May 12, 2025
AMZN Last activity: Sale May 12, 2025
AEO Last activity: Sale May 12, 2025
AXP Last activity: Sale May 12, 2025
AIG Last activity: Sale May 12, 2025
AMT Last activity: Sale May 12, 2025
AWK Last activity: Sale May 12, 2025
AMGN Last activity: Sale May 12, 2025
ADI Last activity: Sale May 12, 2025
AAPL Last activity: Sale May 12, 2025
AMAT Last activity: Sale May 12, 2025
APP Last activity: Sale May 12, 2025
APTV Last activity: Sale May 12, 2025
ACGL Last activity: Sale May 12, 2025
ARES Last activity: Sale May 12, 2025
ANET Last activity: Sale May 12, 2025
T Last activity: Sale May 12, 2025
ADSK Last activity: Sale May 12, 2025
ADP Last activity: Sale May 12, 2025
AZO Last activity: Sale May 12, 2025
AXON Last activity: Sale May 12, 2025
BALL Last activity: Sale May 12, 2025
BAC Last activity: Sale May 12, 2025
BRK.B Last activity: Sale May 12, 2025
BLK Last activity: Sale May 12, 2025
BA Last activity: Sale May 12, 2025
BKNG Last activity: Sale May 12, 2025
BSX Last activity: Sale May 12, 2025
BMY Last activity: Sale May 12, 2025
AVGO Last activity: Sale May 12, 2025
BKE Last activity: Sale May 12, 2025
CDNS Last activity: Sale May 12, 2025
CCL Last activity: Sale May 12, 2025
CWST Last activity: Sale May 12, 2025
CAT Last activity: Sale May 12, 2025
CBOE Last activity: Sale May 12, 2025
COR Last activity: Sale May 12, 2025
CNC Last activity: Sale May 12, 2025
CRL Last activity: Sale May 12, 2025
SCHW Last activity: Sale May 12, 2025
CHTR Last activity: Sale May 12, 2025
LNG Last activity: Sale May 12, 2025
CVX Last activity: Sale May 12, 2025
CMG Last activity: Sale May 12, 2025
CB Last activity: Sale May 12, 2025
CTAS Last activity: Sale May 12, 2025
CSCO Last activity: Sale May 12, 2025
NET Last activity: Sale May 12, 2025
CME Last activity: Sale May 12, 2025
CNO Last activity: Sale May 12, 2025
KO Last activity: Sale May 12, 2025
COIN Last activity: Sale May 12, 2025
CMCSA Last activity: Sale May 12, 2025
COP Last activity: Sale May 12, 2025
CEG Last activity: Sale May 12, 2025
CPRT Last activity: Sale May 12, 2025
CSGP Last activity: Sale May 12, 2025
COST Last activity: Sale May 12, 2025
CTRA Last activity: Sale May 12, 2025
CRWD Last activity: Sale May 12, 2025
CCI Last activity: Sale May 12, 2025
CSX Last activity: Sale May 12, 2025
CVS Last activity: Sale May 12, 2025
DHR Last activity: Sale May 12, 2025
DE Last activity: Sale May 12, 2025
DAL Last activity: Sale May 12, 2025
DVN Last activity: Sale May 12, 2025
DXCM Last activity: Sale May 12, 2025
DFS Last activity: Sale May 12, 2025
DG Last activity: Sale May 12, 2025
DASH Last activity: Sale May 12, 2025
EW Last activity: Sale May 12, 2025
ELV Last activity: Sale May 12, 2025
LLY Last activity: Sale May 12, 2025
EPAM Last activity: Sale May 12, 2025
EXPO Last activity: Sale May 12, 2025
XOM Last activity: Sale May 12, 2025
FIS Last activity: Sale May 12, 2025
BUSE Last activity: Sale May 12, 2025
FI Last activity: Sale May 12, 2025
FTNT Last activity: Sale May 12, 2025
GE Last activity: Sale May 12, 2025
GEV Last activity: Sale May 12, 2025
GM Last activity: Sale May 12, 2025
GILD Last activity: Sale May 12, 2025
GS Last activity: Sale May 12, 2025
HAL Last activity: Sale May 12, 2025
THG Last activity: Sale May 12, 2025
HIW Last activity: Sale May 12, 2025
HOMB Last activity: Sale May 12, 2025
HD Last activity: Sale May 12, 2025
HUBB Last activity: Sale May 12, 2025
IDA Last activity: Sale May 12, 2025
IDXX Last activity: Sale May 12, 2025
IBM Last activity: Sale May 12, 2025
INTU Last activity: Sale May 12, 2025
ISRG Last activity: Sale May 12, 2025
JNJ Last activity: Sale May 12, 2025
JPM Last activity: Sale May 12, 2025
KR Last activity: Sale May 12, 2025
LRCX Last activity: Sale May 12, 2025
LEN Last activity: Sale May 12, 2025
LIN Last activity: Sale May 12, 2025
LFUS Last activity: Sale May 12, 2025
LMT Last activity: Sale May 12, 2025
LOW Last activity: Sale May 12, 2025
LULU Last activity: Sale May 12, 2025
MPC Last activity: Sale May 12, 2025
MRVL Last activity: Sale May 12, 2025
MA Last activity: Sale May 12, 2025
MTCH Last activity: Sale May 12, 2025
MCD Last activity: Sale May 12, 2025
MCK Last activity: Sale May 12, 2025
META Last activity: Sale May 12, 2025
MSFT Last activity: Sale May 12, 2025
MSTR Last activity: Sale May 12, 2025
NDAQ Last activity: Sale May 12, 2025
NFLX Last activity: Sale May 12, 2025
NEM Last activity: Sale May 12, 2025
NEE Last activity: Sale May 12, 2025
NI Last activity: Sale May 12, 2025
NVDA Last activity: Sale May 12, 2025
OXY Last activity: Sale May 12, 2025
OGE Last activity: Sale May 12, 2025
ORI Last activity: Sale May 12, 2025
ORCL Last activity: Sale May 12, 2025
PLTR Last activity: Sale May 12, 2025
PANW Last activity: Sale May 12, 2025
PYPL Last activity: Sale May 12, 2025
PEP Last activity: Sale May 12, 2025
PM Last activity: Sale May 12, 2025
PSX Last activity: Sale May 12, 2025
PRI Last activity: Sale May 12, 2025
PG Last activity: Sale May 12, 2025
PGR Last activity: Sale May 12, 2025
PRU Last activity: Sale May 12, 2025
PHM Last activity: Sale May 12, 2025
PWR Last activity: Sale May 12, 2025
RPD Last activity: Sale May 12, 2025
O Last activity: Sale May 12, 2025
RLI Last activity: Sale May 12, 2025
ROST Last activity: Sale May 12, 2025
RCL Last activity: Sale May 12, 2025
RGLD Last activity: Sale May 12, 2025
RTX Last activity: Sale May 12, 2025
RUSHB Last activity: Sale May 12, 2025
SPGI Last activity: Sale May 12, 2025
CRM Last activity: Sale May 12, 2025
SBAC Last activity: Sale May 12, 2025
SNDR Last activity: Sale May 12, 2025
SHW Last activity: Sale May 12, 2025
SNOW Last activity: Sale May 12, 2025
SPOT Last activity: Sale May 12, 2025
SYK Last activity: Sale May 12, 2025
SNPS Last activity: Sale May 12, 2025
SYY Last activity: Sale May 12, 2025
TTWO Last activity: Sale May 12, 2025
TSLA Last activity: Sale May 12, 2025
TXN Last activity: Sale May 12, 2025
CG Last activity: Sale May 12, 2025
CI Last activity: Sale May 12, 2025
SJM Last activity: Sale May 12, 2025
TTD Last activity: Sale May 12, 2025
TJX Last activity: Sale May 12, 2025
TT Last activity: Sale May 12, 2025
TDG Last activity: Sale May 12, 2025
UBER Last activity: Sale May 12, 2025
UNP Last activity: Sale May 12, 2025
UCB Last activity: Sale May 12, 2025
UVSP Last activity: Sale May 12, 2025
VZ Last activity: Sale May 12, 2025
VRTX Last activity: Sale May 12, 2025
V Last activity: Sale May 12, 2025
WMT Last activity: Sale May 12, 2025
DIS Last activity: Sale May 12, 2025
WBD Last activity: Sale May 12, 2025
WFC Last activity: Sale May 12, 2025
WELL Last activity: Sale May 12, 2025
WDC Last activity: Sale May 12, 2025
WMB Last activity: Sale May 12, 2025
WDAY Last activity: Sale May 12, 2025
ZTS Last activity: Sale May 12, 2025
ZM Last activity: Sale May 12, 2025
AON Last activity: Sale May 8, 2025
XYZ Last activity: Sale May 8, 2025
ECL Last activity: Sale May 8, 2025
HNI Last activity: Sale May 8, 2025
MDT Last activity: Sale May 8, 2025
UPS Last activity: Sale May 8, 2025
UNH Last activity: Sale May 8, 2025
ABBV Last activity: Sale Apr 17, 2025
FBIN Last activity: Sale Apr 17, 2025
HEI.A Last activity: Sale (partial) Apr 17, 2025
MRK Last activity: Sale Apr 17, 2025
STAG Last activity: Sale Apr 17, 2025
CLX Last activity: Sale (partial) Apr 11, 2025
HRI Last activity: Sale Apr 11, 2025
KEYS Last activity: Sale (partial) Apr 11, 2025
LGIH Last activity: Sale Apr 11, 2025
NSC Last activity: Sale Apr 11, 2025
PFE Last activity: Sale Apr 11, 2025
SLB Last activity: Sale Apr 11, 2025
WY Last activity: Sale Apr 11, 2025
AVB Last activity: Sale Apr 7, 2025
BC Last activity: Sale Apr 7, 2025
CFG Last activity: Sale Apr 7, 2025
FCX Last activity: Sale Apr 7, 2025
GEN Last activity: Sale Apr 7, 2025
HOG Last activity: Sale Apr 7, 2025
HLT Last activity: Sale Apr 7, 2025
HON Last activity: Sale Apr 7, 2025
INTC Last activity: Sale Apr 7, 2025
IFF Last activity: Sale Apr 7, 2025
LECO Last activity: Sale Apr 7, 2025
MCHP Last activity: Sale Apr 7, 2025
MU Last activity: Sale Apr 7, 2025
MS Last activity: Sale Apr 7, 2025
PLD Last activity: Sale Apr 7, 2025
QCOM Last activity: Sale Apr 7, 2025
REGN Last activity: Sale Apr 7, 2025
RGEN Last activity: Sale Apr 7, 2025
SNDK Last activity: Sale Apr 7, 2025
SBUX Last activity: Sale Apr 7, 2025
TGT Last activity: Sale Apr 7, 2025
TMO Last activity: Sale Apr 7, 2025
VLO Last activity: Sale Apr 7, 2025
VST Last activity: Sale Apr 7, 2025
ACN Last activity: Sale Mar 31, 2025
APD Last activity: Sale Mar 31, 2025
CZR Last activity: Sale Mar 31, 2025
DD Last activity: Sale Mar 31, 2025
IEX Last activity: Sale Mar 31, 2025
ITT Last activity: Sale Mar 31, 2025
LAZ Last activity: Sale Mar 31, 2025
NKE Last activity: Sale Mar 31, 2025
NUE Last activity: Sale Mar 31, 2025
NOW Last activity: Sale Mar 31, 2025
SPG Last activity: Sale Mar 31, 2025
VICR Last activity: Sale Mar 31, 2025
BDX Last activity: Sale Mar 5, 2025
NVT Last activity: Sale Mar 5, 2025
PCVX Last activity: Sale Mar 5, 2025
VSH Last activity: Sale Mar 5, 2025
HOPE Last activity: Sale Feb 24, 2025
MRP Last activity: Exchange Feb 24, 2025
Show all 254

Top investments by return

WDC Purchase Apr 17, 2025 +82.2%
ORCL Purchase May 8, 2025 +70.6%
AMD Purchase May 8, 2025 +60.4%
CNC Sale May 12, 2025 +59.8%
PCVX Sale Mar 5, 2025 +53.1%

Full activity log

DateTicker / AssetTypeAmountOversight
May 20, 2026 JP Morgan 3-Year Auto Callab Purchase $5,000,001 - $25,000,000 —
May 20, 2026 Morgan Stanley 37-Month One- Purchase $1,000,001 - $5,000,000 —
Feb 17, 2026 Prudential RILA Purchase $1,000,001 - $5,000,000 —
Feb 17, 2026 Prudential RILA Purchase $1,000,001 - $5,000,000 —
Feb 17, 2026 Prudential RILA Purchase $1,000,001 - $5,000,000 —
Feb 9, 2026 Brighthouse Buffered Annuity Sale $5,000,001 - $25,000,000 —
Feb 9, 2026 Brighthouse Buffered Annuity Sale $5,000,001 - $25,000,000 —
Dec 30, 2025 JP Morgan 3-year auto callab Purchase $5,000,001 - $25,000,000 —
Dec 30, 2025 JP Morgan 3-year one-time ca Purchase $5,000,001 - $25,000,000 —
Dec 29, 2025 Prudential RILA Purchase $5,000,001 - $25,000,000 —
Dec 29, 2025 Prudential RILA Purchase $5,000,001 - $25,000,000 —
Dec 29, 2025 Prudential RILA Purchase $5,000,001 - $25,000,000 —
Nov 13, 2025 Bank of Montreal 13-Month Di Purchase $5,000,001 - $25,000,000 —
Nov 13, 2025 JP Morgan 5 year Barrier Not Purchase $5,000,001 - $25,000,000 —
May 13, 2025 Citigroup Inc 5.875 2033-02- Sale $50,001 - $100,000 —
May 13, 2025 Colorado St Brd Governors Un Sale $1,001 - $15,000 —
May 13, 2025 Comcast Sale $15,001 - $50,000 —
May 13, 2025 Connecticut St Spl Tax Oblig Sale $1,001 - $15,000 —
May 13, 2025 Corpus Christi Tex Indpt Sch Sale $50,001 - $100,000 —
May 13, 2025 Cuyahoga Cnty Ohio Economic Sale $15,001 - $50,000 —
May 13, 2025 Cypress Fairbanks Tex Indpt Sale $1,001 - $15,000 —
May 13, 2025 Denton Cnty Tex 4.0000 2029- Sale $1,001 - $15,000 —
May 13, 2025 Denton Tex 5.0000 2029-02-15 Sale $1,001 - $15,000 —
May 13, 2025 Denton Tex Indpt Sch Dist 5. Sale $1,001 - $15,000 —
May 13, 2025 District Columbia Income Tax Sale $1,001 - $15,000 —
May 13, 2025 Douglas Cnty Neb Sch Dist No Sale $15,001 - $50,000 —
May 13, 2025 Florida St Dept Environmenta Sale $1,001 - $15,000 —
May 13, 2025 Florida St Dept Transn Fing Sale $1,001 - $15,000 —
May 13, 2025 Fort Bend Tex Indpt Sch Dist Sale $15,001 - $50,000 —
May 13, 2025 General Motors Financial Com Sale $50,001 - $100,000 —
May 13, 2025 Grand Praire Tex 5.0000 2032 Sale $15,001 - $50,000 —
May 13, 2025 Greater Orlando Aviation Aut Sale $1,001 - $15,000 House Committee on Appropriations
May 13, 2025 Gregory Portland Tex Indpt S Sale $15,001 - $50,000 —
May 13, 2025 Houston Tex 5.000 2031-03-01 Sale $15,001 - $50,000 —
May 13, 2025 JP Morgan 4.912 7-25-33 '32/ Sale $1,001 - $15,000 —
May 13, 2025 Kansas City MO 4.0000 2030-0 Sale $15,001 - $50,000 —
May 13, 2025 Lakewood Ohio City Sch Dist Sale $1,001 - $15,000 —
May 13, 2025 Laredo TEX 5.000 2031-2-15/ Sale $15,001 - $50,000 —
May 13, 2025 Las Vegas Nev 4.000 2027-06- Sale $15,001 - $50,000 —
May 13, 2025 Lovejoy Indpt Sch Dist Tex 4 Sale $15,001 - $50,000 —
May 13, 2025 Maryland St Dept Transn Cons Sale $1,001 - $15,000 —
May 13, 2025 Memphis TN 5.0000 2032-05-01 Sale $1,001 - $15,000 —
May 13, 2025 Memphis-Shelby Cnty TN Indl Sale $15,001 - $50,000 —
May 13, 2025 Metropolitan Govt Nashville Sale $1,001 - $15,000 —
May 13, 2025 Minnesota ST 5.00 2025-08-01 Sale $15,001 - $50,000 —
May 13, 2025 Minnesota St 5.00000 2025-08 Sale $15,001 - $50,000 —
May 13, 2025 New York NY 5.0000 2028-08-0 Sale $15,001 - $50,000 —
May 13, 2025 New York NY 5.0000 2033-08-0 Sale $1,001 - $15,000 —
May 13, 2025 New York NY City Transitiona Sale $1,001 - $15,000 —
May 13, 2025 New York NY Transitional Fin Sale $1,001 - $15,000 —
May 13, 2025 Ohio St Spl Oblig 5.0000 202 Sale $1,001 - $15,000 —
May 13, 2025 Ohio St Wtr Dev Auth Wtr Pol Sale $1,001 - $15,000 —
May 13, 2025 Omaha Pub Pwr Dist Neb Elec Sale $15,001 - $50,000 —
May 13, 2025 Oregon St 5.0000 2028-12-01 Sale $15,001 - $50,000 —
May 13, 2025 Oviedo FLA Util Rev 5.0000 2 Sale $1,001 - $15,000 —
May 13, 2025 Pierce Cnty Wash Dist No 010 Sale $15,001 - $50,000 —
May 13, 2025 Plano Tex Indpt Sch Dist 5.0 Sale $15,001 - $50,000 —
May 13, 2025 PNC Finl Svc 6.875 10/20/34 Sale $50,001 - $100,000 —
May 13, 2025 Port Tacoma Wash Rev 4.0000 Sale $1,001 - $15,000 —
May 13, 2025 Sherman Tex 5.0000 2025-08-1 Sale $1,001 - $15,000 —
May 13, 2025 South Jordan Utah Sales Tax Sale $1,001 - $15,000 —
May 13, 2025 Southwest Allen Ind Multi Sc Sale $15,001 - $50,000 —
May 13, 2025 Spotsylvania Cnty VA Wtr & S Sale $15,001 - $50,000 —
May 13, 2025 Texas Tech Univ Revs 5.000 2 Sale $1,001 - $15,000 —
May 13, 2025 Tri-cnty Met Transn Dist Ore Sale $1,001 - $15,000 —
May 13, 2025 Vermillion S D Sch Dist No 1 Sale $1,001 - $15,000 —
May 13, 2025 Vistancia Cmnty Facs Dist Ar Sale $50,001 - $100,000 —
May 13, 2025 Washington Cnty Tenn 4.0000 Sale $50,001 - $100,000 —
May 13, 2025 Weld Cnty Colo Sch Dist No R Sale $15,001 - $50,000 —
May 13, 2025 Wells Fargo 5.574 07/25/29 ' Sale $15,001 - $50,000 —
May 13, 2025 Wells Fargo 6.491 10/23/34 ' Sale $50,001 - $100,000 —
May 12, 2025 MMM Sale $15,001 - $50,000 —
May 12, 2025 ABT Sale $50,001 - $100,000 House Committee on Appropriations
May 12, 2025 ADBE Sale $15,001 - $50,000 —
May 12, 2025 AMD Sale $50,001 - $100,000 —
May 12, 2025 A Sale $15,001 - $50,000 —
May 12, 2025 AKAM Sale $15,001 - $50,000 —
May 12, 2025 ALB Sale $15,001 - $50,000 —
May 12, 2025 ALNY Sale $15,001 - $50,000 House Committee on Appropriations
May 12, 2025 GOOGL Sale $100,001 - $250,000 —
May 12, 2025 GOOG Sale $100,001 - $250,000 —
May 12, 2025 AMZN Sale $250,001 - $500,000 —
May 12, 2025 AEO Sale $15,001 - $50,000 —
May 12, 2025 AXP Sale $15,001 - $50,000 —
May 12, 2025 AIG Sale $15,001 - $50,000 —
May 12, 2025 AMT Sale $15,001 - $50,000 —
May 12, 2025 AWK Sale $15,001 - $50,000 —
May 12, 2025 AMGN Sale $15,001 - $50,000 House Committee on Appropriations
May 12, 2025 ADI Sale $15,001 - $50,000 —
May 12, 2025 AAPL Sale $100,001 - $250,000 —
May 12, 2025 AMAT Sale $50,001 - $100,000 —
May 12, 2025 APP Sale $15,001 - $50,000 —
May 12, 2025 APTV Sale $15,001 - $50,000 —
May 12, 2025 ACGL Sale $15,001 - $50,000 —
May 12, 2025 ARES Sale $50,001 - $100,000 —
May 12, 2025 ANET Sale $50,001 - $100,000 —
May 12, 2025 T Sale $15,001 - $50,000 —
May 12, 2025 ADSK Sale $15,001 - $50,000 —
May 12, 2025 ADP Sale $50,001 - $100,000 —
May 12, 2025 AZO Sale $50,001 - $100,000 —
May 12, 2025 AXON Sale $15,001 - $50,000 —
May 12, 2025 BALL Sale $15,001 - $50,000 —
May 12, 2025 BAC Sale $15,001 - $50,000 —
May 12, 2025 BRK.B Sale $100,001 - $250,000 —
May 12, 2025 BLK Sale $50,001 - $100,000 —
May 12, 2025 BA Sale $50,001 - $100,000 House Committee on Appropriations
May 12, 2025 BKNG Sale $50,001 - $100,000 —
May 12, 2025 BSX Sale $15,001 - $50,000 —
May 12, 2025 BMY Sale $15,001 - $50,000 House Committee on Appropriations
May 12, 2025 AVGO Sale $15,001 - $50,000 —
May 12, 2025 BKE Sale $15,001 - $50,000 —
May 12, 2025 CDNS Sale $50,001 - $100,000 —
May 12, 2025 CCL Sale $15,001 - $50,000 —
May 12, 2025 CWST Sale $50,001 - $100,000 —
May 12, 2025 CAT Sale $15,001 - $50,000 —
May 12, 2025 CBOE Sale $50,001 - $100,000 —
May 12, 2025 COR Sale $50,001 - $100,000 —
May 12, 2025 CNC Sale $15,001 - $50,000 —
May 12, 2025 CRL Sale $15,001 - $50,000 —
May 12, 2025 SCHW Sale $15,001 - $50,000 —
May 12, 2025 CHTR Sale $15,001 - $50,000 —
May 12, 2025 LNG Sale $15,001 - $50,000 —
May 12, 2025 CVX Sale $15,001 - $50,000 —
May 12, 2025 CMG Sale $50,001 - $100,000 —
May 12, 2025 CB Sale $15,001 - $50,000 —
May 12, 2025 CTAS Sale $50,001 - $100,000 —
May 12, 2025 CSCO Sale $50,001 - $100,000 —
May 12, 2025 NET Sale $15,001 - $50,000 —
May 12, 2025 CME Sale $15,001 - $50,000 —
May 12, 2025 CNO Sale $15,001 - $50,000 —
May 12, 2025 KO Sale $100,001 - $250,000 —
May 12, 2025 COIN Sale $15,001 - $50,000 —
May 12, 2025 CMCSA Sale $15,001 - $50,000 —
May 12, 2025 COP Sale $15,001 - $50,000 —
May 12, 2025 CEG Sale $15,001 - $50,000 —
May 12, 2025 CPRT Sale $15,001 - $50,000 —
May 12, 2025 CSGP Sale $15,001 - $50,000 —
May 12, 2025 COST Sale $100,001 - $250,000 —
May 12, 2025 CTRA Sale $15,001 - $50,000 —
May 12, 2025 CRWD Sale $15,001 - $50,000 —
May 12, 2025 CCI Sale $15,001 - $50,000 —
May 12, 2025 CSX Sale $15,001 - $50,000 —
May 12, 2025 CVS Sale $15,001 - $50,000 House Committee on Appropriations
May 12, 2025 DHR Sale $15,001 - $50,000 —
May 12, 2025 DE Sale $50,001 - $100,000 —
May 12, 2025 DAL Sale $15,001 - $50,000 —
May 12, 2025 DVN Sale $15,001 - $50,000 —
May 12, 2025 DXCM Sale $15,001 - $50,000 —
May 12, 2025 DFS Sale $15,001 - $50,000 —
May 12, 2025 DG Sale $15,001 - $50,000 —
May 12, 2025 DASH Sale $15,001 - $50,000 —
May 12, 2025 EW Sale $50,001 - $100,000 —
May 12, 2025 ELV Sale $15,001 - $50,000 House Committee on Appropriations
May 12, 2025 LLY Sale $100,001 - $250,000 House Committee on Appropriations
May 12, 2025 EPAM Sale $15,001 - $50,000 —
May 12, 2025 EXPO Sale $15,001 - $50,000 —
May 12, 2025 XOM Sale $50,001 - $100,000 —
May 12, 2025 FIS Sale $50,001 - $100,000 —
May 12, 2025 BUSE Sale $15,001 - $50,000 —
May 12, 2025 FI Sale $15,001 - $50,000 —
May 12, 2025 FTNT Sale $15,001 - $50,000 —
May 12, 2025 GE Sale $50,001 - $100,000 House Committee on Appropriations
May 12, 2025 GEV Sale $50,001 - $100,000 —
May 12, 2025 GM Sale $15,001 - $50,000 —
May 12, 2025 GILD Sale $15,001 - $50,000 House Committee on Appropriations
May 12, 2025 GS Sale $15,001 - $50,000 —
May 12, 2025 HAL Sale $15,001 - $50,000 —
May 12, 2025 THG Sale $15,001 - $50,000 —
May 12, 2025 HIW Sale $15,001 - $50,000 —
May 12, 2025 HOMB Sale $15,001 - $50,000 —
May 12, 2025 HD Sale $15,001 - $50,000 —
May 12, 2025 HUBB Sale $15,001 - $50,000 —
May 12, 2025 IDA Sale $15,001 - $50,000 —
May 12, 2025 IDXX Sale $100,001 - $250,000 —
May 12, 2025 IBM Sale $15,001 - $50,000 —
May 12, 2025 INTU Sale $100,001 - $250,000 —
May 12, 2025 ISRG Sale $15,001 - $50,000 —
May 12, 2025 JNJ Sale $50,001 - $100,000 House Committee on Appropriations
May 12, 2025 JPM Sale $100,001 - $250,000 —
May 12, 2025 KR Sale $15,001 - $50,000 —
May 12, 2025 LRCX Sale $15,001 - $50,000 —
May 12, 2025 LEN Sale $15,001 - $50,000 —
May 12, 2025 LIN Sale $50,001 - $100,000 —
May 12, 2025 LFUS Sale $15,001 - $50,000 —
May 12, 2025 LMT Sale $15,001 - $50,000 House Committee on Appropriations
May 12, 2025 LOW Sale $15,001 - $50,000 —
May 12, 2025 LULU Sale $15,001 - $50,000 —
May 12, 2025 MPC Sale $15,001 - $50,000 —
May 12, 2025 MRVL Sale $50,001 - $100,000 —
May 12, 2025 MA Sale $50,001 - $100,000 —
May 12, 2025 MTCH Sale $15,001 - $50,000 —
May 12, 2025 MCD Sale $15,001 - $50,000 —
May 12, 2025 MCK Sale $15,001 - $50,000 —
May 12, 2025 META Sale $100,001 - $250,000 —
May 12, 2025 MSFT Sale $500,001 - $1,000,000 —
May 12, 2025 MSTR Sale $15,001 - $50,000 —
May 12, 2025 NDAQ Sale $15,001 - $50,000 —
May 12, 2025 NFLX Sale $100,001 - $250,000 —
May 12, 2025 NEM Sale $15,001 - $50,000 —
May 12, 2025 NEE Sale $50,001 - $100,000 —
May 12, 2025 NI Sale $50,001 - $100,000 —
May 12, 2025 NVDA Sale $500,001 - $1,000,000 —
May 12, 2025 OXY Sale $15,001 - $50,000 —
May 12, 2025 OGE Sale $100,001 - $250,000 —
May 12, 2025 ORI Sale $15,001 - $50,000 —
May 12, 2025 ORCL Sale $15,001 - $50,000 —
May 12, 2025 PLTR Sale $50,001 - $100,000 —
May 12, 2025 PANW Sale $15,001 - $50,000 —
May 12, 2025 PYPL Sale $15,001 - $50,000 —
May 12, 2025 PEP Sale $15,001 - $50,000 —
May 12, 2025 PM Sale $100,001 - $250,000 —
May 12, 2025 PSX Sale $15,001 - $50,000 —
May 12, 2025 PRI Sale $15,001 - $50,000 —
May 12, 2025 PG Sale $50,001 - $100,000 —
May 12, 2025 PGR Sale $50,001 - $100,000 —
May 12, 2025 PRU Sale $15,001 - $50,000 —
May 12, 2025 PHM Sale $15,001 - $50,000 —
May 12, 2025 PWR Sale $50,001 - $100,000 —
May 12, 2025 RPD Sale $15,001 - $50,000 —
May 12, 2025 O Sale $50,001 - $100,000 —
May 12, 2025 RLI Sale $15,001 - $50,000 —
May 12, 2025 ROST Sale $15,001 - $50,000 —
May 12, 2025 RCL Sale $50,001 - $100,000 —
May 12, 2025 RGLD Sale $50,001 - $100,000 —
May 12, 2025 RTX Sale $15,001 - $50,000 House Committee on Appropriations
May 12, 2025 RUSHB Sale $50,001 - $100,000 —
May 12, 2025 SPGI Sale $50,001 - $100,000 —
May 12, 2025 CRM Sale $15,001 - $50,000 —
May 12, 2025 SBAC Sale $50,001 - $100,000 —
May 12, 2025 SNDR Sale $15,001 - $50,000 —
May 12, 2025 SHW Sale $15,001 - $50,000 —
May 12, 2025 SNOW Sale $15,001 - $50,000 —
May 12, 2025 SPOT Sale $50,001 - $100,000 —
May 12, 2025 SYK Sale $50,001 - $100,000 —
May 12, 2025 SNPS Sale $50,001 - $100,000 —
May 12, 2025 SYY Sale $15,001 - $50,000 —
May 12, 2025 TTWO Sale $15,001 - $50,000 —
May 12, 2025 TSLA Sale $100,001 - $250,000 —
May 12, 2025 TXN Sale $100,001 - $250,000 —
May 12, 2025 CG Sale $50,001 - $100,000 —
May 12, 2025 CI Sale $15,001 - $50,000 House Committee on Appropriations
May 12, 2025 SJM Sale $15,001 - $50,000 —
May 12, 2025 TTD Sale $15,001 - $50,000 —
May 12, 2025 TJX Sale $50,001 - $100,000 —
May 12, 2025 TT Sale $50,001 - $100,000 —
May 12, 2025 TDG Sale $15,001 - $50,000 —
May 12, 2025 UBER Sale $50,001 - $100,000 —
May 12, 2025 UNP Sale $15,001 - $50,000 —
May 12, 2025 UCB Sale $50,001 - $100,000 —
May 12, 2025 UVSP Sale $15,001 - $50,000 —
May 12, 2025 VZ Sale $15,001 - $50,000 —
May 12, 2025 VRTX Sale $15,001 - $50,000 House Committee on Appropriations
May 12, 2025 V Sale $100,001 - $250,000 —
May 12, 2025 WMT Sale $100,001 - $250,000 —
May 12, 2025 DIS Sale $15,001 - $50,000 —
May 12, 2025 WBD Sale $15,001 - $50,000 —
May 12, 2025 WFC Sale $50,001 - $100,000 —
May 12, 2025 WELL Sale $50,001 - $100,000 —
May 12, 2025 WDC Sale $15,001 - $50,000 —
May 12, 2025 WMB Sale $50,001 - $100,000 —
May 12, 2025 WDAY Sale $50,001 - $100,000 —
May 12, 2025 ZTS Sale $15,001 - $50,000 —
May 12, 2025 ZM Sale $15,001 - $50,000 —
May 8, 2025 ADBE Purchase $15,001 - $50,000 —
May 8, 2025 AMD Purchase $15,001 - $50,000 —
May 8, 2025 AEO Purchase $15,001 - $50,000 —
May 8, 2025 AXP Purchase $15,001 - $50,000 —
May 8, 2025 AON Sale $15,001 - $50,000 —
May 8, 2025 AAPL Sale $500,001 - $1,000,000 —
May 8, 2025 AMAT Sale $50,001 - $100,000 —
May 8, 2025 APTV Sale $15,001 - $50,000 —
May 8, 2025 BALL Sale $15,001 - $50,000 —
May 8, 2025 BAC Purchase $15,001 - $50,000 —
May 8, 2025 BLK Sale $50,001 - $100,000 —
May 8, 2025 XYZ Sale $15,001 - $50,000 —
May 8, 2025 CCL Purchase $15,001 - $50,000 —
May 8, 2025 CRL Purchase $15,001 - $50,000 —
May 8, 2025 CVX Sale $15,001 - $50,000 —
May 8, 2025 CTAS Sale $15,001 - $50,000 —
May 8, 2025 COIN Purchase $15,001 - $50,000 —
May 8, 2025 CEG Purchase $15,001 - $50,000 —
May 8, 2025 CTRA Sale $15,001 - $50,000 —
May 8, 2025 DVN Purchase $15,001 - $50,000 —
May 8, 2025 DXCM Purchase $15,001 - $50,000 —
May 8, 2025 ECL Sale $100,001 - $250,000 —
May 8, 2025 GE Purchase $50,001 - $100,000 House Committee on Appropriations
May 8, 2025 GS Purchase $15,001 - $50,000 —
May 8, 2025 HAL Purchase $15,001 - $50,000 —
May 8, 2025 HNI Sale $15,001 - $50,000 —
May 8, 2025 HD Sale $50,001 - $100,000 —
May 8, 2025 ISRG Purchase $15,001 - $50,000 —
May 8, 2025 LEN Purchase $15,001 - $50,000 —
May 8, 2025 MRVL Sale $15,001 - $50,000 —
May 8, 2025 MDT Sale $15,001 - $50,000 House Committee on Appropriations
May 8, 2025 MSFT Purchase $500,001 - $1,000,000 —
May 8, 2025 NVDA Purchase $100,001 - $250,000 —
May 8, 2025 OXY Purchase $15,001 - $50,000 —
May 8, 2025 ORCL Purchase $15,001 - $50,000 —
May 8, 2025 PANW Purchase $15,001 - $50,000 —
May 8, 2025 CRM Purchase $15,001 - $50,000 —
May 8, 2025 TXN Sale $15,001 - $50,000 —
May 8, 2025 TTD Purchase $15,001 - $50,000 —
May 8, 2025 TDG Sale $15,001 - $50,000 —
May 8, 2025 UPS Sale $15,001 - $50,000 —
May 8, 2025 UNH Sale $15,001 - $50,000 House Committee on Appropriations
May 8, 2025 DIS Purchase $15,001 - $50,000 —
May 8, 2025 WDAY Sale $15,001 - $50,000 —
Apr 17, 2025 ABBV Sale $50,001 - $100,000 House Committee on Appropriations
Apr 17, 2025 A Purchase $15,001 - $50,000 —
Apr 17, 2025 AMAT Purchase $50,001 - $100,000 —
Apr 17, 2025 ARES Purchase $50,001 - $100,000 —
Apr 17, 2025 ADSK Purchase $15,001 - $50,000 —
Apr 17, 2025 AVGO Sale $100,001 - $250,000 —
Apr 17, 2025 CAT Purchase $15,001 - $50,000 —
Apr 17, 2025 CMG Purchase $50,001 - $100,000 —
Apr 17, 2025 CSX Purchase $15,001 - $50,000 —
Apr 17, 2025 BUSE Sale $15,001 - $50,000 —
Apr 17, 2025 FBIN Sale $15,001 - $50,000 —
Apr 17, 2025 HEI.A Sale $15,001 - $50,000 —
Apr 17, 2025 LFUS Purchase $15,001 - $50,000 —
Apr 17, 2025 LULU Sale $15,001 - $50,000 —
Apr 17, 2025 MRK Sale $15,001 - $50,000 House Committee on Appropriations
Apr 17, 2025 META Sale $15,001 - $50,000 —
Apr 17, 2025 NEE Purchase $15,001 - $50,000 —
Apr 17, 2025 ROST Purchase $15,001 - $50,000 —
Apr 17, 2025 SPGI Purchase $50,001 - $100,000 —
Apr 17, 2025 STAG Sale $15,001 - $50,000 —
Apr 17, 2025 SYK Purchase $15,001 - $50,000 —
Apr 17, 2025 SNPS Purchase $50,001 - $100,000 —
Apr 17, 2025 CG Sale $15,001 - $50,000 —
Apr 17, 2025 UPS Sale $15,001 - $50,000 —
Apr 17, 2025 WDC Purchase $15,001 - $50,000 —
Apr 17, 2025 ZTS Sale $15,001 - $50,000 —
Apr 14, 2025 Pembroke Pines FL Cap Impt R Sale $1,001 - $15,000 —
Apr 11, 2025 AMGN Purchase $15,001 - $50,000 House Committee on Appropriations
Apr 11, 2025 AMAT Purchase $15,001 - $50,000 —
Apr 11, 2025 XYZ Sale $15,001 - $50,000 —
Apr 11, 2025 CLX Sale $15,001 - $50,000 —
Apr 11, 2025 COP Purchase $15,001 - $50,000 —
Apr 11, 2025 CCI Purchase $15,001 - $50,000 —
Apr 11, 2025 HRI Sale $15,001 - $50,000 —
Apr 11, 2025 KEYS Sale $15,001 - $50,000 —
Apr 11, 2025 LGIH Sale $15,001 - $50,000 —
Apr 11, 2025 LMT Purchase $15,001 - $50,000 House Committee on Appropriations
Apr 11, 2025 LOW Purchase $15,001 - $50,000 —
Apr 11, 2025 MCD Purchase $15,001 - $50,000 —
Apr 11, 2025 NFLX Purchase $15,001 - $50,000 —
Apr 11, 2025 NSC Sale $15,001 - $50,000 —
Apr 11, 2025 PFE Sale $15,001 - $50,000 House Committee on Appropriations
Apr 11, 2025 SLB Sale $15,001 - $50,000 —
Apr 11, 2025 SPOT Purchase $15,001 - $50,000 —
Apr 11, 2025 STAG Sale $50,001 - $100,000 —
Apr 11, 2025 WMT Purchase $15,001 - $50,000 —
Apr 11, 2025 WY Sale $15,001 - $50,000 —
Apr 7, 2025 ADBE Sale $15,001 - $50,000 —
Apr 7, 2025 AMD Sale $50,001 - $100,000 —
Apr 7, 2025 AKAM Purchase $15,001 - $50,000 —
Apr 7, 2025 ALB Purchase $15,001 - $50,000 —
Apr 7, 2025 AXP Sale $15,001 - $50,000 —
Apr 7, 2025 AWK Purchase $15,001 - $50,000 —
Apr 7, 2025 AAPL Purchase $100,001 - $250,000 —
Apr 7, 2025 APP Purchase $15,001 - $50,000 —
Apr 7, 2025 APTV Purchase $15,001 - $50,000 —
Apr 7, 2025 ANET Purchase $15,001 - $50,000 —
Apr 7, 2025 AVB Sale $15,001 - $50,000 —
Apr 7, 2025 BALL Purchase $15,001 - $50,000 —
Apr 7, 2025 BAC Sale $50,001 - $100,000 —
Apr 7, 2025 BLK Purchase $50,001 - $100,000 —
Apr 7, 2025 BKNG Purchase $15,001 - $50,000 —
Apr 7, 2025 BC Sale $15,001 - $50,000 —
Apr 7, 2025 BKE Purchase $15,001 - $50,000 —
Apr 7, 2025 CCL Sale $15,001 - $50,000 —
Apr 7, 2025 CBOE Purchase $15,001 - $50,000 —
Apr 7, 2025 LNG Sale $15,001 - $50,000 —
Apr 7, 2025 CVX Purchase $15,001 - $50,000 —
Apr 7, 2025 CTAS Purchase $50,001 - $100,000 —
Apr 7, 2025 CFG Sale $15,001 - $50,000 —
Apr 7, 2025 COP Purchase $15,001 - $50,000 —
Apr 7, 2025 DHR Sale $15,001 - $50,000 —
Apr 7, 2025 DVN Sale $15,001 - $50,000 —
Apr 7, 2025 DXCM Sale $15,001 - $50,000 —
Apr 7, 2025 DFS Sale $15,001 - $50,000 —
Apr 7, 2025 ECL Purchase $100,001 - $250,000 —
Apr 7, 2025 EW Purchase $15,001 - $50,000 —
Apr 7, 2025 XOM Purchase $15,001 - $50,000 —
Apr 7, 2025 FIS Purchase $15,001 - $50,000 —
Apr 7, 2025 FCX Sale $15,001 - $50,000 —
Apr 7, 2025 GE Sale $15,001 - $50,000 House Committee on Appropriations
Apr 7, 2025 GEN Sale $15,001 - $50,000 —
Apr 7, 2025 GS Sale $15,001 - $50,000 —
Apr 7, 2025 HAL Sale $15,001 - $50,000 —
Apr 7, 2025 HOG Sale $15,001 - $50,000 —
Apr 7, 2025 HRI Purchase $15,001 - $50,000 —
Apr 7, 2025 HLT Sale $15,001 - $50,000 —
Apr 7, 2025 HOMB Purchase $15,001 - $50,000 —
Apr 7, 2025 HD Purchase $15,001 - $50,000 —
Apr 7, 2025 HON Sale $15,001 - $50,000 —
Apr 7, 2025 IDXX Purchase $50,001 - $100,000 —
Apr 7, 2025 INTC Sale $15,001 - $50,000 —
Apr 7, 2025 IFF Sale $15,001 - $50,000 —
Apr 7, 2025 INTU Purchase $100,001 - $250,000 —
Apr 7, 2025 ISRG Sale $15,001 - $50,000 —
Apr 7, 2025 LRCX Sale $15,001 - $50,000 —
Apr 7, 2025 LECO Sale $15,001 - $50,000 —
Apr 7, 2025 LIN Purchase $50,001 - $100,000 —
Apr 7, 2025 LULU Purchase $15,001 - $50,000 —
Apr 7, 2025 MRVL Purchase $50,001 - $100,000 —
Apr 7, 2025 MA Sale $15,001 - $50,000 —
Apr 7, 2025 MTCH Purchase $15,001 - $50,000 —
Apr 7, 2025 META Sale $100,001 - $250,000 —
Apr 7, 2025 MCHP Sale $15,001 - $50,000 —
Apr 7, 2025 MU Sale $15,001 - $50,000 —
Apr 7, 2025 MSFT Sale $250,001 - $500,000 —
Apr 7, 2025 MS Sale $15,001 - $50,000 —
Apr 7, 2025 NVDA Sale $50,001 - $100,000 —
Apr 7, 2025 OXY Sale $15,001 - $50,000 —
Apr 7, 2025 ORCL Sale $15,001 - $50,000 —
Apr 7, 2025 PANW Sale $15,001 - $50,000 —
Apr 7, 2025 PYPL Purchase $15,001 - $50,000 —
Apr 7, 2025 PEP Purchase $15,001 - $50,000 —
Apr 7, 2025 PSX Purchase $15,001 - $50,000 —
Apr 7, 2025 PLD Sale $15,001 - $50,000 —
Apr 7, 2025 QCOM Sale $15,001 - $50,000 —
Apr 7, 2025 RPD Purchase $15,001 - $50,000 —
Apr 7, 2025 REGN Sale $15,001 - $50,000 House Committee on Appropriations
Apr 7, 2025 RGEN Sale $15,001 - $50,000 —
Apr 7, 2025 RGLD Purchase $15,001 - $50,000 —
Apr 7, 2025 CRM Sale $15,001 - $50,000 —
Apr 7, 2025 SNDK Sale $15,001 - $50,000 —
Apr 7, 2025 SNDR Purchase $15,001 - $50,000 —
Apr 7, 2025 STAG Purchase $50,001 - $100,000 —
Apr 7, 2025 SBUX Sale $15,001 - $50,000 —
Apr 7, 2025 TGT Sale $15,001 - $50,000 —
Apr 7, 2025 TXN Purchase $50,001 - $100,000 —
Apr 7, 2025 CG Purchase $50,001 - $100,000 —
Apr 7, 2025 TTD Sale $15,001 - $50,000 —
Apr 7, 2025 TMO Sale $15,001 - $50,000 House Committee on Appropriations
Apr 7, 2025 TJX Purchase $15,001 - $50,000 —
Apr 7, 2025 TT Purchase $50,001 - $100,000 —
Apr 7, 2025 TDG Purchase $15,001 - $50,000 —
Apr 7, 2025 UBER Purchase $15,001 - $50,000 —
Apr 7, 2025 UPS Purchase $50,001 - $100,000 —
Apr 7, 2025 UNH Purchase $15,001 - $50,000 House Committee on Appropriations
Apr 7, 2025 VLO Sale $15,001 - $50,000 —
Apr 7, 2025 V Sale $15,001 - $50,000 —
Apr 7, 2025 VST Sale $15,001 - $50,000 —
Apr 7, 2025 DIS Sale $15,001 - $50,000 —
Apr 7, 2025 WDAY Purchase $15,001 - $50,000 —
Apr 7, 2025 ZTS Purchase $15,001 - $50,000 —
Mar 31, 2025 ACN Sale $15,001 - $50,000 —
Mar 31, 2025 AMD Purchase $50,001 - $100,000 —
Mar 31, 2025 APD Sale $15,001 - $50,000 —
Mar 31, 2025 AKAM Purchase $15,001 - $50,000 —
Mar 31, 2025 ADI Purchase $15,001 - $50,000 —
Mar 31, 2025 AAPL Purchase $15,001 - $50,000 —
Mar 31, 2025 BLK Purchase $50,001 - $100,000 —
Mar 31, 2025 XYZ Purchase $50,001 - $100,000 —
Mar 31, 2025 CZR Sale $15,001 - $50,000 —
Mar 31, 2025 COIN Sale $15,001 - $50,000 —
Mar 31, 2025 CMCSA Purchase $15,001 - $50,000 —
Mar 31, 2025 CEG Sale $15,001 - $50,000 —
Mar 31, 2025 COST Sale $15,001 - $50,000 —
Mar 31, 2025 DD Sale $15,001 - $50,000 —
Mar 31, 2025 EPAM Purchase $15,001 - $50,000 —
Mar 31, 2025 GILD Purchase $15,001 - $50,000 House Committee on Appropriations
Mar 31, 2025 HOG Purchase $15,001 - $50,000 —
Mar 31, 2025 HNI Purchase $15,001 - $50,000 —
Mar 31, 2025 HD Purchase $15,001 - $50,000 —
Mar 31, 2025 HUBB Purchase $15,001 - $50,000 —
Mar 31, 2025 IEX Sale $15,001 - $50,000 —
Mar 31, 2025 ITT Sale $15,001 - $50,000 —
Mar 31, 2025 LRCX Purchase $50,001 - $100,000 —
Mar 31, 2025 LAZ Sale $15,001 - $50,000 —
Mar 31, 2025 LEN Sale $15,001 - $50,000 —
Mar 31, 2025 NKE Sale $15,001 - $50,000 —
Mar 31, 2025 NSC Purchase $15,001 - $50,000 —
Mar 31, 2025 NUE Sale $15,001 - $50,000 —
Mar 31, 2025 NVDA Sale $100,001 - $250,000 —
Mar 31, 2025 PWR Purchase $15,001 - $50,000 —
Mar 31, 2025 RPD Purchase $15,001 - $50,000 —
Mar 31, 2025 NOW Sale $50,001 - $100,000 —
Mar 31, 2025 SPG Sale $50,001 - $100,000 —
Mar 31, 2025 TXN Purchase $15,001 - $50,000 —
Mar 31, 2025 TTD Purchase $15,001 - $50,000 —
Mar 31, 2025 UCB Purchase $15,001 - $50,000 —
Mar 31, 2025 UNH Purchase $15,001 - $50,000 House Committee on Appropriations
Mar 31, 2025 VICR Sale $15,001 - $50,000 —
Mar 13, 2025 A Sale $15,001 - $50,000 —
Mar 13, 2025 AIG Purchase $15,001 - $50,000 —
Mar 13, 2025 AON Purchase $15,001 - $50,000 —
Mar 13, 2025 AMAT Purchase $15,001 - $50,000 —
Mar 13, 2025 ARES Sale $15,001 - $50,000 —
Mar 13, 2025 ADSK Sale $15,001 - $50,000 —
Mar 13, 2025 AVGO Purchase $15,001 - $50,000 —
Mar 13, 2025 CZR Purchase $15,001 - $50,000 —
Mar 13, 2025 CAT Sale $15,001 - $50,000 —
Mar 13, 2025 CBOE Purchase $15,001 - $50,000 —
Mar 13, 2025 CMG Sale $15,001 - $50,000 —
Mar 13, 2025 CSX Sale $15,001 - $50,000 —
Mar 13, 2025 DAL Sale $15,001 - $50,000 —
Mar 13, 2025 EXPO Purchase $15,001 - $50,000 —
Mar 13, 2025 BUSE Purchase $15,001 - $50,000 —
Mar 13, 2025 FBIN Purchase $15,001 - $50,000 —
Mar 13, 2025 HAL Sale $15,001 - $50,000 —
Mar 13, 2025 HEI.A Purchase $15,001 - $50,000 —
Mar 13, 2025 HIW Purchase $15,001 - $50,000 —
Mar 13, 2025 IDXX Purchase $15,001 - $50,000 —
Mar 13, 2025 INTC Purchase $15,001 - $50,000 —
Mar 13, 2025 JPM Sale $15,001 - $50,000 —
Mar 13, 2025 LFUS Sale $15,001 - $50,000 —
Mar 13, 2025 NEM Purchase $15,001 - $50,000 —
Mar 13, 2025 PRU Purchase $15,001 - $50,000 —
Mar 13, 2025 RLI Sale $15,001 - $50,000 —
Mar 13, 2025 ROST Sale $15,001 - $50,000 —
Mar 13, 2025 SLB Purchase $15,001 - $50,000 —
Mar 13, 2025 SYK Sale $50,001 - $100,000 —
Mar 13, 2025 SNPS Sale $15,001 - $50,000 —
Mar 13, 2025 TXN Purchase $15,001 - $50,000 —
Mar 13, 2025 VLO Purchase $15,001 - $50,000 —
Mar 13, 2025 VRTX Purchase $15,001 - $50,000 House Committee on Appropriations
Mar 13, 2025 WFC Purchase $15,001 - $50,000 —
Mar 13, 2025 WDC Sale $15,001 - $50,000 —
Mar 13, 2025 WY Purchase $15,001 - $50,000 —
Mar 5, 2025 AMD Purchase $15,001 - $50,000 —
Mar 5, 2025 AXP Sale $15,001 - $50,000 —
Mar 5, 2025 ADI Sale $50,001 - $100,000 —
Mar 5, 2025 APP Sale $15,001 - $50,000 —
Mar 5, 2025 ANET Sale $15,001 - $50,000 —
Mar 5, 2025 AXON Purchase $15,001 - $50,000 —
Mar 5, 2025 BALL Purchase $15,001 - $50,000 —
Mar 5, 2025 BDX Sale $15,001 - $50,000 —
Mar 5, 2025 BKE Sale $15,001 - $50,000 —
Mar 5, 2025 CBOE Purchase $15,001 - $50,000 —
Mar 5, 2025 CNC Purchase $15,001 - $50,000 —
Mar 5, 2025 COP Sale $15,001 - $50,000 —
Mar 5, 2025 DG Purchase $15,001 - $50,000 —
Mar 5, 2025 GS Purchase $15,001 - $50,000 —
Mar 5, 2025 HRI Sale $15,001 - $50,000 —
Mar 5, 2025 HIW Purchase $15,001 - $50,000 —
Mar 5, 2025 HOMB Sale $15,001 - $50,000 —
Mar 5, 2025 IDA Sale $15,001 - $50,000 —
Mar 5, 2025 JNJ Purchase $15,001 - $50,000 House Committee on Appropriations
Mar 5, 2025 LRCX Sale $50,001 - $100,000 —
Mar 5, 2025 LGIH Purchase $15,001 - $50,000 —
Mar 5, 2025 MPC Purchase $15,001 - $50,000 —
Mar 5, 2025 MRVL Sale $15,001 - $50,000 —
Mar 5, 2025 MCD Purchase $15,001 - $50,000 —
Mar 5, 2025 NUE Purchase $15,001 - $50,000 —
Mar 5, 2025 NVT Sale $15,001 - $50,000 —
Mar 5, 2025 ORCL Purchase $15,001 - $50,000 —
Mar 5, 2025 PYPL Sale $15,001 - $50,000 —
Mar 5, 2025 SNDR Sale $15,001 - $50,000 —
Mar 5, 2025 SYY Sale $15,001 - $50,000 —
Mar 5, 2025 TGT Purchase $15,001 - $50,000 —
Mar 5, 2025 CG Sale $15,001 - $50,000 —
Mar 5, 2025 TT Sale $15,001 - $50,000 —
Mar 5, 2025 TDG Purchase $15,001 - $50,000 —
Mar 5, 2025 PCVX Sale $15,001 - $50,000 —
Mar 5, 2025 VICR Purchase $15,001 - $50,000 —
Mar 5, 2025 VSH Sale $15,001 - $50,000 —
Mar 5, 2025 VST Purchase $15,001 - $50,000 —
Mar 5, 2025 DIS Sale $15,001 - $50,000 —
Mar 5, 2025 ZTS Purchase $15,001 - $50,000 —
Feb 24, 2025 ABBV Purchase $50,001 - $100,000 House Committee on Appropriations
Feb 24, 2025 ADBE Purchase $15,001 - $50,000 —
Feb 24, 2025 APD Purchase $15,001 - $50,000 —
Feb 24, 2025 AKAM Sale $15,001 - $50,000 —
Feb 24, 2025 ALB Sale $15,001 - $50,000 —
Feb 24, 2025 AMGN Purchase $15,001 - $50,000 House Committee on Appropriations
Feb 24, 2025 APP Purchase $15,001 - $50,000 —
Feb 24, 2025 ACGL Purchase $15,001 - $50,000 —
Feb 24, 2025 AVB Sale $15,001 - $50,000 —
Feb 24, 2025 BLK Sale $50,001 - $100,000 —
Feb 24, 2025 XYZ Sale $15,001 - $50,000 —
Feb 24, 2025 BA Sale $15,001 - $50,000 House Committee on Appropriations
Feb 24, 2025 AVGO Purchase $100,001 - $250,000 —
Feb 24, 2025 BC Purchase $15,001 - $50,000 —
Feb 24, 2025 CAT Sale $50,001 - $100,000 —
Feb 24, 2025 CMCSA Sale $15,001 - $50,000 —
Feb 24, 2025 CSGP Purchase $15,001 - $50,000 —
Feb 24, 2025 DVN Purchase $15,001 - $50,000 —
Feb 24, 2025 ELV Purchase $15,001 - $50,000 House Committee on Appropriations
Feb 24, 2025 EPAM Sale $15,001 - $50,000 —
Feb 24, 2025 EXPO Purchase $15,001 - $50,000 —
Feb 24, 2025 XOM Purchase $50,001 - $100,000 —
Feb 24, 2025 FIS Purchase $15,001 - $50,000 —
Feb 24, 2025 BUSE Purchase $15,001 - $50,000 —
Feb 24, 2025 GE Purchase $50,001 - $100,000 House Committee on Appropriations
Feb 24, 2025 HAL Sale $15,001 - $50,000 —
Feb 24, 2025 HOG Sale $15,001 - $50,000 —
Feb 24, 2025 HD Purchase $15,001 - $50,000 —
Feb 24, 2025 HOPE Sale $15,001 - $50,000 —
Feb 24, 2025 HUBB Sale $15,001 - $50,000 —
Feb 24, 2025 IEX Sale $15,001 - $50,000 —
Feb 24, 2025 INTU Sale $15,001 - $50,000 —
Feb 24, 2025 ITT Sale $50,001 - $100,000 —
Feb 24, 2025 JNJ Purchase $15,001 - $50,000 House Committee on Appropriations
Feb 24, 2025 LEN Sale $15,001 - $50,000 —
Feb 24, 2025 LIN Sale $15,001 - $50,000 —
Feb 24, 2025 LOW Purchase $15,001 - $50,000 —
Feb 24, 2025 MRK Purchase $15,001 - $50,000 House Committee on Appropriations
Feb 24, 2025 MSFT Sale $50,001 - $100,000 —
Feb 24, 2025 MSTR Purchase $15,001 - $50,000 —
Feb 24, 2025 MRP Sale $1,001 - $15,000 —
Feb 24, 2025 MRP Sale $1,001 - $15,000 —
Feb 24, 2025 NSC Sale $15,001 - $50,000 —
Feb 24, 2025 NVT Purchase $15,001 - $50,000 —
Feb 24, 2025 NVDA Purchase $15,001 - $50,000 —
Feb 24, 2025 OXY Purchase $15,001 - $50,000 —
Feb 24, 2025 ORCL Purchase $15,001 - $50,000 —
Feb 24, 2025 PFE Purchase $15,001 - $50,000 House Committee on Appropriations
Feb 24, 2025 PRI Sale $15,001 - $50,000 —
Feb 24, 2025 PG Sale $50,001 - $100,000 —
Feb 24, 2025 PLD Purchase $15,001 - $50,000 —
Feb 24, 2025 PHM Purchase $15,001 - $50,000 —
Feb 24, 2025 QCOM Purchase $15,001 - $50,000 —
Feb 24, 2025 PWR Sale $50,001 - $100,000 —
Feb 24, 2025 RPD Sale $15,001 - $50,000 —
Feb 24, 2025 RGLD Purchase $15,001 - $50,000 —
Feb 24, 2025 RTX Purchase $15,001 - $50,000 House Committee on Appropriations
Feb 24, 2025 SNDK Sale $1,001 - $15,000 —
Feb 24, 2025 SHW Purchase $15,001 - $50,000 —
Feb 24, 2025 CI Purchase $15,001 - $50,000 House Committee on Appropriations
Feb 24, 2025 TTD Sale $1,001 - $15,000 —
Feb 24, 2025 TJX Sale $15,001 - $50,000 —
Feb 24, 2025 UNP Purchase $15,001 - $50,000 —
Feb 24, 2025 UPS Sale $15,001 - $50,000 —
Feb 24, 2025 UNH Sale $15,001 - $50,000 House Committee on Appropriations
Feb 24, 2025 VRTX Purchase $15,001 - $50,000 House Committee on Appropriations
Jan 16, 2025 Comcast Purchase $15,001 - $50,000 —
May 8, 2015 DHR Purchase $15,001 - $50,000 —
May 8, 2015 DAL Purchase $15,001 - $50,000 —