Rick Larsen
Periodic transaction report filed April 15, 2026, WA02. Member page · The Clerk's PDF
11
Transactions
from a 3-page report
4
Purchases
5
Sales
full and partial
0
Reported late
past the 30-day or 45-day deadline
Transactions as filed
| # | Owner | Asset | Type | Trade date | Notified | Amount | Notes |
|---|---|---|---|---|---|---|---|
| 1 | Member | AXP American Express Company Common Stock (AXP) | Sale | Apr 7, 2026 | Apr 9, 2026 | $1,001 to $15,000 | Subholding of Richard R Larsen IRA. Advisor-driven quarterly rebalancing. |
| 2 | Member | AWK American Water Works Company, Inc. Common Stock (AWK) | Sale | Apr 7, 2026 | Apr 9, 2026 | $1,001 to $15,000 | Subholding of Richard R Larsen IRA. Advisor-driven quarterly rebalancing. |
| 3 | Member | BR Broadridge Financial Solutions, Inc. Common Stock (BR) | Sale | Apr 7, 2026 | Apr 9, 2026 | $1,001 to $15,000 | Subholding of Richard R Larsen IRA. Advisor-driven quarterly rebalancing. |
| 4 | Member | CARR Carrier Global Corporation Common Stock (CARR) | Purchase | Apr 7, 2026 | Apr 9, 2026 | $1,001 to $15,000 | Subholding of Richard R Larsen IRA. Advisor-driven quarterly rebalancing. |
| 5 | Member | CASY Caseys General Stores, Inc. - Common Stock (CASY) | Purchase | Apr 7, 2026 | Apr 9, 2026 | $1,001 to $15,000 | Subholding of Richard R Larsen IRA. Advisor-driven quarterly rebalancing. |
| 6 | Joint | CNL Healthcare Properties Inc (widely held) | Exchange | Mar 31, 2026 | Apr 9, 2026 | $1,001 to $15,000 | Subholding of Ameriprise One Account. Location: US. CNL Properties (a widely held REIT) directors executed a sale of assets and Sonida Living, a common stock- based company, purchased those assets in March. This… |
| 7 | Member | NEE NextEra Energy, Inc. Common Stock (NEE) | Purchase | Apr 7, 2026 | Apr 9, 2026 | $1,001 to $15,000 | Subholding of Richard R Larsen IRA. Advisor-driven quarterly rebalancing. |
| 8 | Member | PAYX Paychex, Inc. - Common Stock (PAYX) | Sale | Apr 7, 2026 | Apr 9, 2026 | $1,001 to $15,000 | Subholding of Richard R Larsen IRA. Advisor-driven quarterly rebalancing. |
| 9 | Joint | SNDA Sonida Senior Living, Inc. Common Stock (SNDA) | Sale | Apr 7, 2026 | Apr 9, 2026 | $1,001 to $15,000 | Subholding of Ameriprise One Account. CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell… |
| 10 | Joint | SNDA Sonida Senior Living, Inc. Common Stock (SNDA) | Exchange | Mar 31, 2026 | Apr 9, 2026 | $1,001 to $15,000 | Subholding of Ameriprise One Account. CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell… |
| 11 | Member | WAB Westinghouse Air Brake Technologies Corporation Common Stock (WAB) | Purchase | Apr 7, 2026 | Apr 9, 2026 | $1,001 to $15,000 | Subholding of Richard R Larsen IRA. Advisor-driven quarterly rebalancing. |