Public disclosures
Lisa McClain
Source: US House Clerk periodic transaction reports · last synced Sep 11, 2026Chamber
House
State / district
MI-09
Party
Not stated in filing
Disclosed trades
664
| Asset | Type | Transaction date | Notified | Reported range | Owner | Filing |
|---|---|---|---|---|---|---|
| BBAI · BigBear.ai, Inc. Common Stock | Purchase | Feb 6, 2026 | Mar 1, 2026 | $15,001 - $50,000 | Spouse | PTR PDF |
| TER · Teradyne, Inc. | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| V · Visa Inc. | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ITT · ITT Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BSX · Boston Scientific Corporation Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DAL · Delta Air Lines, Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| JNJ · Johnson & Johnson Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TCOM · Trip.com Group Limited - American Depositary Shares | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DUK · Duke Energy Corporation | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MTZ · MasTec, Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BCO · Brinks Company | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMH · American Homes 4 Rent Common Shares of Beneficial Interest | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| META · Meta Platforms, Inc. - Class A Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SATS · EchoStar Corporation - Common stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VALE · VALE S.A. American Depositary Shares Each Representing one common share | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MGPI · MGP Ingredients, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BRO · Brown & Brown, Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EME · EMCOR Group, Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MKSI · MKS Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UNM · Unum Group Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NFLX · Netflix, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AAPL · Apple Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $15,001 - $50,000 | Spouse | PTR PDF |
| ENTG · Entegris, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NCLH · Norwegian Cruise Line Holdings Ltd. Ordinary Shares | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CACI · CACI International, Inc. Class A Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UTHR · United Therapeutics Corporation - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NVO · Novo Nordisk A/S Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EXC · Exelon Corporation | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TMUS · T-Mobile US, Inc. | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| OPCH · Option Care Health, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CHRD · Chord Energy Corporation - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FN · Fabrinet Ordinary Shares | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ORLY · O'Reilly Automotive, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SJM · The J.M. Smucker Company Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AKAM · Akamai Technologies, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| OTIS · Otis Worldwide Corporation Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TXT · Textron Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ASML · ASML Holding N.V. - New York Registry Shares | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PDD · PDD Holdings Inc. - American Depositary Shares | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FTNT · Fortinet, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KO · Coca-Cola Company | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PFGC · Performance Food Group Company Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ACIW · ACI Worldwide, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GTY · Getty Realty Corporation Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PFG · Principal Financial Group Inc | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LPX · Louisiana-Pacific Corporation Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| COP · ConocoPhillips Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| QLYS · Qualys, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GSK · GSK plc American Depositary Shares | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AVB · AvalonBay Communities, Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RBA · RB Global, Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BABA · Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HDB · HDFC Bank Limited Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RGEN · Repligen Corporation - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CNM · Core & Main, Inc. Class A Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BCS · Barclays PLC Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ROIV · Roivant Sciences Ltd. - Common Shares | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HOMB · Home BancShares, Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SNDK · Sandisk Corporation - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KVUE · Kenvue Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CVS · CVS Health Corporation Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SAIC · Science Applications International Corporation - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HWM · Howmet Aerospace Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSM · Taiwan Semiconductor Manufacturing Company Ltd. | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WSFS · WSFS Financial Corporation - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SLB · SLB Limited Common Shares | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GOOGL · Alphabet Inc. - Class A Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HUM · Humana Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SONY · Sony Group Corporation American Depositary Shares | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DRI · Darden Restaurants, Inc. Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| IEX · IDEX Corporation Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SFM · Sprouts Farmers Market, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BL · BlackLine, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WRB · W.R. Berkley Corporation Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SYY · Sysco Corporation Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SRE · DBA Sempra Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ILMN · Illumina, Inc. - Common Stock | Sale | Oct 31, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LPX · Louisiana-Pacific Corporation Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MGY · Magnolia Oil & Gas Corporation Class A Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MTZ · MasTec, Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MCD · McDonald's Corporation Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| META · Meta Platforms, Inc. - Class A Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MGPI · MGP Ingredients, Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MSFT · Microsoft Corporation - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $15,001 - $50,000 | Spouse | PTR PDF |
| MKSI · MKS Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NFLX · Netflix, Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NTRS · Northern Trust Corporation - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NCLH · Norwegian Cruise Line Holdings Ltd. Ordinary Shares | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NVS · Novartis AG Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NVO · Novo Nordisk A/S Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NVDA · NVIDIA Corporation - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $15,001 - $50,000 | Spouse | PTR PDF |
| OPCH · Option Care Health, Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ORCL · Oracle Corporation Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ORLY · O'Reilly Automotive, Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| OSK · Oshkosh Corporation | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| OTIS · Otis Worldwide Corporation Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PLTR · Palantir Technologies Inc. - Class A Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PDD · PDD Holdings Inc. - American Depositary Shares | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PEP · Pepsico, Inc. | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PFGC · Performance Food Group Company Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PII · Polaris Inc. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PFG · Principal Financial Group Inc | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PSTG · Pure Storage, Inc. Class A Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| QLYS · Qualys, Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PWR · Quanta Services, Inc. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RBA · RB Global, Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RF · Regions Financial Corporation Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RGEN · Repligen Corporation - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RIO · Rio Tinto Plc Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ROIV · Roivant Sciences Ltd. - Common Shares | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SNDK · Sandisk Corporation - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SAP · SAP SE ADS | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SAIC · Science Applications International Corporation - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBCF · Seacoast Banking Corporation of Florida - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SHW · Sherwin-Williams Company | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SLB · SLB Limited Common Shares | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SGI · Somnigroup International Inc. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SONY · Sony Group Corporation American Depositary Shares | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SR · Spire Inc. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SFM · Sprouts Farmers Market, Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SF · Stifel Financial Corporation Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SYY · Sysco Corporation Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GTY · Getty Realty Corporation Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AKAM · Akamai Technologies, Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ALEX · Alexander & Baldwin, Inc. Common Stock REIT Holding Company | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BABA · Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ALLE · Allegion plc Ordinary Shares | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GOOGL · Alphabet Inc. - Class A Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GOOG · Alphabet Inc. - Class C Capital Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AXP · American Express Company Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMH · American Homes 4 Rent Common Shares of Beneficial Interest | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| APPF · AppFolio, Inc. - Class A Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AAPL · Apple Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $15,001 - $50,000 | Spouse | PTR PDF |
| ASML · ASML Holding N.V. - New York Registry Shares | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AZN · AstraZeneca PLC - American Depositary Shares | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AVB · AvalonBay Communities, Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BAC · Bank of America Corporation Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BCS · Barclays PLC Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BAX · Baxter International Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BHP · BHP Group Limited American Depositary Shares | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BL · BlackLine, Inc. - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BSX · Boston Scientific Corporation Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BP · BP p.l.c. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BCO · Brinks Company | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AVGO · Broadcom Inc. - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BRO · Brown & Brown, Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BWXT · BWX Technologies, Inc. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CACI · CACI International, Inc. Class A Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CASY · Caseys General Stores, Inc. - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CHRD · Chord Energy Corporation - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CIEN · Ciena Corporation | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CLX · Clorox Company | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KO · Coca-Cola Company | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| COHR · Coherent Corp. | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| COP · ConocoPhillips Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CEG · Constellation Energy Corporation - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CNM · Core & Main, Inc. Class A Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CMI · Cummins Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CVS · CVS Health Corporation Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DHI · D.R. Horton, Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DRI · Darden Restaurants, Inc. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DDOG · Datadog, Inc. - Class A Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SRE · DBA Sempra Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DELL · Dell Technologies Inc. Class C Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DAL · Delta Air Lines, Inc. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DKS · Dick's Sporting Goods Inc Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ETN · Eaton Corporation, PLC Ordinary Shares | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SATS · EchoStar Corporation - Common stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ECL · Ecolab Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EME · EMCOR Group, Inc. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EHC · Encompass Health Corporation Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ENTG · Entegris, Inc. - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WTRG · Essential Utilities, Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EXC · Exelon Corporation | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| XOM · Exxon Mobil Corporation Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FN · Fabrinet Ordinary Shares | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FIVE · Five Below, Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FMC · FMC Corporation Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FTNT · Fortinet, Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| IT · Gartner, Inc. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMD · Advanced Micro Devices, Inc. | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GS · Goldman Sachs Group, Inc. | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GSK · GSK plc American Depositary Shares | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HAS · Hasbro, Inc. - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HDB · HDFC Bank Limited Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HPE · Hewlett Packard Enterprise Company Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HOMB · Home BancShares, Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HMC · Honda Motor Company, Ltd. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HWM · Howmet Aerospace Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HUM · Humana Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| IEX · IDEX Corporation Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ITW · Illinois Tool Works Inc. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ILMN · Illumina, Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ING · ING Group, N.V. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ITT · ITT Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| JD · JD.com, Inc. - American Depositary Shares | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| JNJ · Johnson & Johnson Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| JPM · JP Morgan Chase & Co. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TMHC · Taylor Morrison Home Corporation Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TER · Teradyne, Inc. | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSLA · Tesla, Inc. - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TXT · Textron Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BK · The Bank of New York Mellon Corporation Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SJM · The J.M. Smucker Company Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TMO · Thermo Fisher Scientific Inc Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TMUS · T-Mobile US, Inc. | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TCOM · Trip.com Group Limited - American Depositary Shares | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UBER · Uber Technologies, Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UTHR · United Therapeutics Corporation - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UNH · UnitedHealth Group Incorporated Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UNM · Unum Group Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UE · Urban Edge Properties Common Shares of Beneficial Interest | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VALE · VALE S.A. American Depositary Shares Each Representing one common share | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VRT · Vertiv Holdings, LLC Class A Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| V · Visa Inc. | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VST · Vistra Corp. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WRB · W.R. Berkley Corporation Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WMT · Walmart Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WSFS · WSFS Financial Corporation - Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WYNN · Wynn Resorts, Limited - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KVUE · Kenvue Inc. Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KRG · Kite Realty Group Trust Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| L · Loews Corporation Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ABBV · AbbVie Inc. Common Stock | Purchase | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ACIW · ACI Worldwide, Inc. - Common Stock | Sale | Oct 30, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CIEN · Ciena Corporation | Sale | Oct 15, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| INGR · Ingredion Incorporated Common Stock | Sale | Oct 14, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SHEL · Shell PLC American Depositary Shares | Sale | Oct 14, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FLEX · Flex Ltd. - Ordinary Shares | Sale | Oct 14, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LYG · Lloyds Banking Group Plc American Depositary Shares | Sale | Oct 14, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ANET · Arista Networks, Inc. Common Stock | Sale | Oct 14, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMZN · Amazon.com, Inc. - Common Stock | Sale | Oct 14, 2025 | Nov 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SLB · Schlumberger N.V. Common Stock | Purchase | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| APD · Air Products and Chemicals, Inc. Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMGN · Amgen Inc. - Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ASML · ASML Holding N.V. - New York Registry Shares | Purchase | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BBT · Beacon Financial Corporation Common stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BCC · Boise Cascade, L.L.C. Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CHD · Church & Dwight Company, Inc. Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KO · Coca-Cola Company | Purchase | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CON · Concentra Group Holdings Parent, Inc. Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DHR · Danaher Corporation Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DEO · Diageo plc Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DLB · Dolby Laboratories Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FMC · FMC Corporation Common Stock | Purchase | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GTY · Getty Realty Corporation Common Stock | Purchase | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HDB · HDFC Bank Limited Common Stock | Purchase | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| INGR · Ingredion Incorporated Common Stock | Purchase | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KVUE · Kenvue Inc. Common Stock | Purchase | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MAN · ManpowerGroup Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CART · Maplebear Inc. - Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MGPI · MGP Ingredients, Inc. - Common Stock | Purchase | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| OPCH · Option Care Health, Inc. - Common Stock | Purchase | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ROL · Rollins, Inc. Common Stock | Purchase | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBAC · SBA Communications Corporation - Class A Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UL · Unilever PLC Common Stock | Sale | Sep 25, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SNY · Sanofi - American Depositary Shares | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ALGN · Align Technology, Inc. - Common Stock | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LI · Li Auto Inc. - American Depositary Shares | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BURL · Burlington Stores, Inc. Common Stock | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CVLT · Commvault Systems, Inc. - Common Stock | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SAIC · Science Applications International Corporation - Common Stock | Purchase | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CNM · Core & Main, Inc. Class A Common Stock | Purchase | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SNPS · Synopsys, Inc. - Common Stock | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NWG · NatWest Group plc American Depositary Shares | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NVO · Novo Nordisk A/S Common Stock | Purchase | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DT · Dynatrace, Inc. Common Stock | Purchase | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EXPO · Exponent, Inc. - Common Stock | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TXRH · Texas Roadhouse, Inc. - Common Stock | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FCN · FTI Consulting, Inc. Common Stock | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| QLYS · Qualys, Inc. - Common Stock | Purchase | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HCA · HCA Healthcare, Inc. Common Stock | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TYL · Tyler Technologies, Inc. Common Stock | Sale | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HRL · Hormel Foods Corporation Common Stock | Purchase | Sep 11, 2025 | Oct 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMED · Amedisys Inc - Common Stock | Sale | Aug 18, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| INFY · Infosys Limited American Depositary Shares | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LI · Li Auto Inc. - American Depositary Shares | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NWG · NatWest Group plc American Depositary Shares | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PFGC · Performance Food Group Company Common Stock | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SAP · SAP SE ADS | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TXRH · Texas Roadhouse, Inc. - Common Stock | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TTD · The Trade Desk, Inc. - Class A Common Stock | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TM · Toyota Motor Corporation Common Stock | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VRSK · Verisk Analytics, Inc. - Common Stock | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WSO · Watsco, Inc. Common Stock | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| YUM · Yum! Brands, Inc. | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ADC · Agree Realty Corporation Common Stock | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AKAM · Akamai Technologies, Inc. - Common Stock | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LNT · Alliant Energy Corporation | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| APPF · AppFolio, Inc. - Class A Common Stock | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ANET · Arista Networks, Inc. Common Stock | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BILL · BILL Holdings, Inc. Common Stock | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BURL · Burlington Stores, Inc. Common Stock | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CL · Colgate-Palmolive Company Common Stock | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CUBE · CubeSmart Common Shares | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DUOL · Duolingo, Inc. - Class A Common Stock | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ELV · Elevance Health, Inc. Common Stock | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EQNR · Equinor ASA | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FCN · FTI Consulting, Inc. Common Stock | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GWRE · Guidewire Software, Inc. Common Stock | Sale | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| INTU · Intuit Inc. - Common Stock | Purchase | Aug 13, 2025 | Sep 1, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DLB · Dolby Laboratories Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WDAY · Workday, Inc. - Class A Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UNM · Unum Group Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UPS · United Parcel Service, Inc. Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UL · Unilever PLC Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TXN · Texas Instruments Incorporated - Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SONY · Sony Group Corporation American Depositary Shares | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NOW · ServiceNow, Inc. Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SNY · Sanofi - American Depositary Shares | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RGLD · Royal Gold, Inc. - Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RS · Reliance, Inc. Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PECO · Phillips Edison & Company, Inc. - Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PAYX · Paychex, Inc. - Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NOG · Northern Oil and Gas, Inc. Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NYT · New York Times Company | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MKSI · MKS Inc. - Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MRK · Merck & Company, Inc. Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MKC · McCormick & Company, Incorporated Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MGY · Magnolia Oil & Gas Corporation Class A Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| JNJ · Johnson & Johnson Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| IEX · IDEX Corporation Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HIMS · Hims & Hers Health, Inc. Class A Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HDB · HDFC Bank Limited Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GSK · GSK plc American Depositary Shares | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GGG · Graco Inc. Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FCPT · Four Corners Property Trust, Inc. Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FLO · Flowers Foods, Inc. Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FR · First Industrial Realty Trust, Inc. Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EPAM · EPAM Systems, Inc. Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DBX · Dropbox, Inc. - Class A Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DEO · Diageo plc Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CRWD · CrowdStrike Holdings, Inc. - Class A Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CAG · ConAgra Brands, Inc. Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CSCO · Cisco Systems, Inc. - Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CARR · Carrier Global Corporation Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BTI · British American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BCC · Boise Cascade, L.L.C. Common Stock | Purchase | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BHP · BHP Group Limited American Depositary Shares | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BAX · Baxter International Inc. Common Stock | Sale | Aug 4, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WAL · Western Alliance Bancorporation Common Stock | Sale | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NYT · New York Times Company | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NTES · NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BAX · Baxter International Inc. Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FI · Fiserv, Inc. Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BHP · BHP Group Limited American Depositary Shares | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HRL · Hormel Foods Corporation Common Stock | Sale | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ZTS · Zoetis Inc. Class A Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| XPO · XPO, Inc. Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WAT · Waters Corporation Common Stock | Sale | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UL · Unilever PLC Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TMO · Thermo Fisher Scientific Inc Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TRGP · Targa Resources, Inc. Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBUX · Starbucks Corporation - Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CSCO · Cisco Systems, Inc. - Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CNH · CNH Industrial N.V. Common Shares | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SLB · Schlumberger N.V. Common Stock | Sale | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SAP · SAP SE ADS | Sale | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HDB · HDFC Bank Limited Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SNY · Sanofi - American Depositary Shares | Sale | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CAG · ConAgra Brands, Inc. Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ROP · Roper Technologies, Inc. | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GPI · Group 1 Automotive, Inc. Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RGEN · Repligen Corporation - Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RRC · Range Resources Corporation Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EHC · Encompass Health Corporation Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ACI · Albertsons Companies, Inc. Class A Common Stock | Sale | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LULU · lululemon athletica inc. - Common Stock | Sale | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CW · Curtiss-Wright Corporation Common Stock | Sale | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| IT · Gartner, Inc. Common Stock | Sale | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AR · Antero Resources Corporation Common Stock | Sale | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMAT · Applied Materials, Inc. - Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| XOM · Exxon Mobil Corporation Common Stock | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NOVT · Novanta Inc. - Common Shares | Purchase | Jul 22, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KMB · Kimberly-Clark Corporation - Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NOV · NOV Inc. Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EG · Everest Group, Ltd. Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CUZ · Cousins Properties Incorporated Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PFE · Pfizer, Inc. Common Stock | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MSFT · Microsoft Corporation - Common Stock | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CRM · Salesforce, Inc. Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CRWD · CrowdStrike Holdings, Inc. - Class A Common Stock | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FANG · Diamondback Energy, Inc. - Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| META · Meta Platforms, Inc. - Class A Common Stock | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MUFG · Mitsubishi UFJ Financial Group, Inc. Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BLK · BlackRock, Inc. Common Stock | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EQH · Equitable Holdings, Inc. Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PANW · Palo Alto Networks, Inc. | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BUD · Anheuser-Busch Inbev SA Sponsored ADR | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ISRG · Intuitive Surgical, Inc. - Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GIS · General Mills, Inc. Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WDFC · WD-40 Company - Common Stock | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DRI · Darden Restaurants, Inc. Common Stock | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WRB · W.R. Berkley Corporation Common Stock | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WPC · W. P. Carey Inc. REIT | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UPS · United Parcel Service, Inc. Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FCPT · Four Corners Property Trust, Inc. Common Stock | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LLY · Eli Lilly and Company Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SCHW · Charles Schwab Corporation | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TFX · Teleflex Incorporated Common Stock | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| A · Agilent Technologies, Inc. Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PRGS · Progress Software Corporation - Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FUN · Six Flags Entertainment Corporation Common Stock New | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LSTR · Landstar System, Inc. - Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SCI · Service Corporation International Common Stock | Sale | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PAYX · Paychex, Inc. - Common Stock | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ALEX · Alexander & Baldwin, Inc. Common Stock REIT Holding Company | Purchase | Jul 16, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ELS · Equity Lifestyle Properties, Inc. Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AIG · American International Group, Inc. New Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| T · AT&T Inc. | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ADP · Automatic Data Processing, Inc. - Common Stock | Purchase | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BJ · BJ's Wholesale Club Holdings, Inc. Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BR · Broadridge Financial Solutions, Inc. Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CTSH · Cognizant Technology Solutions Corporation - Class A Common Stock | Purchase | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| COST · Costco Wholesale Corporation - Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DT · Dynatrace, Inc. Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ELV · Elevance Health, Inc. Common Stock | Purchase | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FTV · Fortive Corporation Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GL · Globe Life Inc. Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| INGR · Ingredion Incorporated Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| JKHY · Jack Henry & Associates, Inc. - Common Stock | Purchase | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KMI · Kinder Morgan, Inc. Common Stock | Purchase | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MNST · Monster Beverage Corporation - Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NGG · National Grid Transco, PLC National Grid PLC | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| OKTA · Okta, Inc. - Class A Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PEN · Penumbra, Inc. Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PG · Procter & Gamble Company | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PGR · Progressive Corporation | Purchase | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SFM · Sprouts Farmers Market, Inc. - Common Stock | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WMB · Williams Companies, Inc. | Sale | Jul 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TTE · TotalEnergies SE | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CHX · ChampionX Corporation | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SJM · The J.M. Smucker Company Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HMC · Honda Motor Company, Ltd. Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BP · BP p.l.c. Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TXRH · Texas Roadhouse, Inc. - Common Stock | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BTI · British American Tobacco Industries, p.l.c. Common Stock ADR | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LIN · Linde plc - Ordinary Shares | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VNOM · Viper Energy, Inc. - Class A Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HUM · Humana Inc. Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| IBN · ICICI Bank Limited Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CHE · Chemed Corp | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KO · Coca-Cola Company | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RIO · Rio Tinto Plc Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PM · Philip Morris International Inc Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| OVV · Ovintiv Inc. | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VZ · Verizon Communications Inc. Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MCD · McDonald's Corporation Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MRK · Merck & Company, Inc. Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DOW · Dow Inc. Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GWRE · Guidewire Software, Inc. Common Stock | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DE · Deere & Company Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NOC · Northrop Grumman Corporation Common Stock | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HLN · Haleon plc American Depositary Shares | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DEO · Diageo plc Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NWG · NatWest Group plc American Depositary Shares | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VRSN · VeriSign, Inc. - Common Stock | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| IBKR · Interactive Brokers Group, Inc. - Class A Common Stock | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BDX · Becton, Dickinson and Company Common Stock | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| INTU · Intuit Inc. - Common Stock | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VALE · VALE S.A. American Depositary Shares Each Representing one common share | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MT · Arcelor Mittal NY Registry Shares NEW | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ABT · Abbott Laboratories Common Stock | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TCOM · Trip.com Group Limited - American Depositary Shares | Purchase | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AGCO · AGCO Corporation Common Stock | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| JNJ · Johnson & Johnson Common Stock | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EQNR · Equinor ASA | Sale | Jun 24, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ADBE · Adobe Inc. - Common Stock | Purchase | Jun 23, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WST · West Pharmaceutical Services, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GNW · Genworth Financial Inc Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GMED · Globus Medical, Inc. Class A Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GGG · Graco Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GSK · GSK plc American Depositary Shares | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HAL · Halliburton Company Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EBAY · eBay Inc. - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HQY · HealthEquity, Inc. - Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HPE · Hewlett Packard Enterprise Company Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| IRT · Independence Realty Trust, Inc. Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| INFY · Infosys Limited American Depositary Shares | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| IBM · International Business Machines Corporation Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EMN · Eastman Chemical Company Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ITT · ITT Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| JD · JD.com, Inc. - American Depositary Shares | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| JPM · JP Morgan Chase & Co. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KBH · KB Home Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| KRG · Kite Realty Group Trust Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DUOL · Duolingo, Inc. - Class A Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LNC · Lincoln National Corporation Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LYG · Lloyds Banking Group Plc American Depositary Shares | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LPX · Louisiana-Pacific Corporation Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MA · Mastercard Incorporated Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MTG · MGIC Investment Corporation Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DOCU · DocuSign, Inc. - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NEM · Newmont Corporation | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NNN · NNN REIT, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NTRS · Northern Trust Corporation - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SRE · DBA Sempra Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ORCL · Oracle Corporation Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DHI · D.R. Horton, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PK · Park Hotels & Resorts Inc. Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CYTK · Cytokinetics, Incorporated - Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PII · Polaris Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| COST · Costco Wholesale Corporation - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PSTG · Pure Storage, Inc. Class A Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CNM · Core & Main, Inc. Class A Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RF · Regions Financial Corporation Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RVTY · Revvity, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| RLI · RLI Corp. Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| STZ · Constellation Brands, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ROST · Ross Stores, Inc. - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CRM · Salesforce, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CL · Colgate-Palmolive Company Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SE · Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBCF · Seacoast Banking Corporation of Florida - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SEE · Sealed Air Corporation Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CNH · CNH Industrial N.V. Common Shares | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NOW · ServiceNow, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CIEN · Ciena Corporation | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SONY · Sony Group Corporation American Depositary Shares | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBSI · Southside Bancshares, Inc. - Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SR · Spire Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CHD · Church & Dwight Company, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SF · Stifel Financial Corporation Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CVX · Chevron Corporation Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSLA · Tesla, Inc. - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TXN · Texas Instruments Incorporated - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BK · The Bank of New York Mellon Corporation Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TM · Toyota Motor Corporation Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TNL · Travel Leisure Co. Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CSL · Carlisle Companies Incorporated Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CPRI · Capri Holdings Limited Ordinary Shares | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UNH · UnitedHealth Group Incorporated Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UNM · Unum Group Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UE · Urban Edge Properties Common Shares of Beneficial Interest | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VOYA · Voya Financial, Inc. Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WM · Waste Management, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BC · Brunswick Corporation Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WSO · Watsco, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BRKL · Brookline Bancorp, Inc. - Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GIS · General Mills, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WSFS · WSFS Financial Corporation - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AVGO · Broadcom Inc. - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BKH · Black Hills Corporation Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BAC · Bank of America Corporation Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ASML · ASML Holding N.V. - New York Registry Shares | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AWI · Armstrong World Industries Inc Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ARMK · Aramark Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AAPL · Apple Inc. - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AXP · American Express Company Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMZN · Amazon.com, Inc. - Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ALLE · Allegion plc Ordinary Shares | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ALK · Alaska Air Group, Inc. Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMD · Advanced Micro Devices, Inc. | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WMS · Advanced Drainage Systems, Inc. Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EXC · Exelon Corporation | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EVTC · Evertec, Inc. Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FFIN · First Financial Bankshares, Inc. - Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ESNT · Essent Group Ltd. Common Shares | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EIG · Employers Holdings Inc Common Stock | Purchase | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GATX · GATX Corporation Common Stock | Sale | Jun 17, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TJX · TJX Companies, Inc. | Sale | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TRN · Trinity Industries, Inc. Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NOK · Nokia Corporation Sponsored American Depositary Shares | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BWXT · BWX Technologies, Inc. Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AVTR · Avantor, Inc. Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BHP · BHP Group Limited American Depositary Shares | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DG · Dollar General Corporation Common Stock | Sale | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BURL · Burlington Stores, Inc. Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NVS · Novartis AG Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FBRT · Franklin BSP Realty Trust, Inc. Common Stock | Sale | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UBSI · United Bankshares, Inc. - Common Stock | Sale | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HTH · Hilltop Holdings Inc. | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GFI · Gold Fields Limited American Depositary Shares | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MTZ · MasTec, Inc. Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FIZZ · National Beverage Corp. - Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LI · Li Auto Inc. - American Depositary Shares | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HDB · HDFC Bank Limited Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GOOG · Alphabet Inc. - Class C Capital Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| THC · Tenet Healthcare Corporation Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FHB · First Hawaiian, Inc. - Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| X · United States Steel Corporation Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MIDD · The Middleby Corporation - Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ADC · Agree Realty Corporation Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CDP · COPT Defense Properties Common Shares of Beneficial Interest | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| STWD · STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AVGO · Broadcom Inc. - Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TKR · Timken Company | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CBU · Community Financial System, Inc. Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HMN · Horace Mann Educators Corporation Common Stock | Sale | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VRE · Veris Residential, Inc. Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $15,001 - $50,000 | Spouse | PTR PDF |
| SIGI · Selective Insurance Group, Inc. - Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| JPM · JP Morgan Chase & Co. Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VRTX · Vertex Pharmaceuticals Incorporated - Common Stock | Sale | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MGY · Magnolia Oil & Gas Corporation Class A Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AVNT · Avient Corporation Common Stock | Purchase | Jun 11, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LXP · LXP Industrial Trust Common Stock | Sale | Jun 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PHI · PLDT Inc. Sponsored ADR | Sale | Jun 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| BKR · Baker Hughes Company - Common Stock | Sale | Jun 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MLM · Martin Marietta Materials, Inc. Common Stock | Sale | Jun 10, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NVO · Novo Nordisk A/S Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SAP · SAP SE ADS | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CNO · CNO Financial Group, Inc. Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TTC · Toro Company | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SHEL · Shell PLC American Depositary Shares | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AZN · AstraZeneca PLC - American Depositary Shares | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SNN · Smith & Nephew SNATS, Inc. Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FNB · F.N.B. Corporation Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AAPL · Apple Inc. - Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UL · Unilever PLC Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| UBSI · United Bankshares, Inc. - Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EC · Ecopetrol S.A. American Depositary Shares | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSLA · Tesla, Inc. - Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ILMN · Illumina, Inc. - Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GTY · Getty Realty Corporation Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NJR · NewJersey Resources Corporation Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| VNT · Vontier Corporation Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| FLO · Flowers Foods, Inc. Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MSFT · Microsoft Corporation - Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $15,001 - $50,000 | Spouse | PTR PDF |
| NWE · NorthWestern Energy Group, Inc. - Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LYB · LyondellBasell Industries NV Ordinary Shares Class A | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NVDA · NVIDIA Corporation - Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AAL · American Airlines Group, Inc. - Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSM · Taiwan Semiconductor Manufacturing Company Ltd. | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PDD · PDD Holdings Inc. - American Depositary Shares | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CRGY · Crescent Energy Company Class A Common Stock | Purchase | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SNPS · Synopsys, Inc. - Common Stock | Sale | Jun 9, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HUBS · HubSpot, Inc. Common Stock | Sale | Mar 28, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CRM · Salesforce, Inc. Common Stock | Sale | Mar 21, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| WDAY · Workday, Inc. - Class A Common Stock | Purchase | Mar 21, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ANET · Arista Networks, Inc. Common Stock | Sale | Mar 20, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NOW · ServiceNow, Inc. Common Stock | Purchase | Mar 12, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DT · Dynatrace, Inc. Common Stock | Sale | Mar 12, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| EMR · Emerson Electric Company Common Stock | Sale | Mar 12, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TTD · The Trade Desk, Inc. - Class A Common Stock | Sale | Feb 21, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| INTU · Intuit Inc. - Common Stock | Sale | Feb 14, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ETN · Eaton Corporation, PLC Ordinary Shares | Sale | Feb 5, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ZTS · Zoetis Inc. Class A Common Stock | Sale | Jan 15, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| DELL · Dell Technologies Inc. Class C Common Stock | Purchase | Jan 15, 2025 | Aug 13, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| LLY · Eli Lilly and Company Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AJG · Arthur J. Gallagher & Co. Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMZN · Amazon.com, Inc. - Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| GOOGL · Alphabet Inc. - Class A Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ETN · Eaton Corporation, PLC Ordinary Shares | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| CMG · Chipotle Mexican Grill, Inc. Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PH · Parker-Hannifin Corporation Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PANW · Palo Alto Networks, Inc. | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SHW · Sherwin-Williams Company | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| NXPI · NXP Semiconductors N.V. - Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SHOP · Shopify Inc. - Class A Subordinate Voting Shares | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| V · Visa Inc. | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| MCO · Moody's Corporation Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| META · Meta Platforms, Inc. - Class A Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| ISRG · Intuitive Surgical, Inc. - Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HWM · Howmet Aerospace Inc. Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TMO · Thermo Fisher Scientific Inc Common Stock | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Dec 11, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| SMR · NuScale Power Corporation Class A Common Stock | Purchase | Nov 8, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| PLTR · Palantir Technologies Inc. - Class A Common Stock | Purchase | Aug 14, 2024 | Aug 11, 2025 | $15,001 - $50,000 | Spouse | PTR PDF |
| NVDA · NVIDIA Corporation - Common Stock | Purchase | Jun 6, 2024 | Aug 11, 2025 | $50,001 - $100,000 | Spouse | PTR PDF |
| AMD · Advanced Micro Devices, Inc. | Purchase | Jun 6, 2024 | Aug 11, 2025 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSM · Taiwan Semiconductor Manufacturing Company Ltd. | Purchase | Mar 11, 2024 | Aug 11, 2025 | $15,001 - $50,000 | Spouse | PTR PDF |
Source: periodic transaction reports filed with the Clerk of the US House of Representatives. Filings appear up to 45 days after a transaction, amounts are disclosed only as ranges, and a filing may cover assets held by a spouse or dependent child. Nothing here is investment advice.