| Dec 24, 2025 |
BSX Boston Scientific Corporation Common Stock (BSX)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
CCJ Cameco Corporation Common Stock (CCJ)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
CVX Chevron Corporation Common Stock (CVX)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
NET Cloudflare, Inc. Class A Common Stock (NET)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
COIN Coinbase Global, Inc. - Class A Common Stock (COIN)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
COST Costco Wholesale Corporation - Common Stock (COST)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
ETN Eaton Corporation, PLC Ordinary Shares (ETN)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
HD Home Depot, Inc. (HD)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
MELI MercadoLibre, Inc. - Common Stock (MELI)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
META Meta Platforms, Inc. - Class A Common Stock (META)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
NVDA NVIDIA Corporation - Common Stock (NVDA)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
ORCL Oracle Corporation Common Stock (ORCL)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
PG Procter & Gamble Company (PG)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
PWR Quanta Services, Inc. Common Stock (PWR)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
HOOD Robinhood Markets, Inc. - Class A Common Stock (HOOD)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
RBLX Roblox Corporation Class A Common Stock (RBLX)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
SPOT Spotify Technology S.A. Ordinary Shares (SPOT)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
TDG Transdigm Group Incorporated Common Stock (TDG)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 24, 2025 |
VRT Vertiv Holdings, LLC Class A Common Stock (VRT)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
ABT Abbott Laboratories Common Stock (ABT)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
ACN Accenture plc Class A Ordinary Shares (ACN)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
AMD Advanced Micro Devices, Inc. (AMD)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
ARE Alexandria Real Estate Equities, Inc. Common Stock (ARE)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
AMZN Amazon.com, Inc. - Common Stock (AMZN)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
AMCR Amcor plc Ordinary Shares (AMCR)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
APP Applovin Corporation - Class A Common Stock (APP)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
AJG Arthur J. Gallagher & Co. Common Stock (AJG)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
BKR Baker Hughes Company - Common Stock (BKR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
SQ Block, Inc. Class A Common Stock, (SQ)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
BA Boeing Company (BA)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
BKNG Booking Holdings Inc. - Common Stock (BKNG)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
BMY Bristol-Myers Squibb Company Common Stock (BMY)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
BXP BXP, Inc. Common Stock (BXP)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
CBOE Cboe Global Markets, Inc. (CBOE)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
CLX Clorox Company (CLX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
COIN Coinbase Global, Inc. - Class A Common Stock (COIN)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
CAG ConAgra Brands, Inc. Common Stock (CAG)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
STZ Constellation Brands, Inc. Common Stock (STZ)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
CTRA Coterra Energy Inc. Common Stock (CTRA)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
CCI Crown Castle Inc. Common Stock (CCI)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
DASH DoorDash, Inc. - Common Stock (DASH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
ERIE Erie Indemnity Company - Class A Common Stock (ERIE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
EXE Expand Energy Corporation - Common Stock (EXE)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
FICO Fair Isaac Corporation Common Stock (FICO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
FIS Fidelity National Information Services, Inc. Common Stock (FIS)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
FISV Fiserv, Inc. - Common Stock (FISV)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
GEV GE Vernova Inc. Common Stock (GEV)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
GIS General Mills, Inc. Common Stock (GIS)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
GPN Global Payments Inc. Common Stock (GPN)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
HAL Halliburton Company Common Stock (HAL)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
IBM International Business Machines Corporation Common Stock (IBM)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
INVH Invitation Homes Inc. Common Stock (INVH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
LEN Lennar Corporation Class A Common Stock (LEN)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
LIN Linde plc - Ordinary Shares (LIN)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
LMT Lockheed Martin Corporation Common Stock (LMT)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
MCK McKesson Corporation Common Stock (MCK)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
MRK Merck & Company, Inc. Common Stock (MRK)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
MBFJF Mitsubishi UFJ Financial Group Inc Ordinary Shares (MBFJF)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
NVDA NVIDIA Corporation - Common Stock (NVDA)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
ORCL Oracle Corporation Common Stock (ORCL)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
PFE Pfizer, Inc. Common Stock (PFE)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
PSA Public Storage Common Stock (PSA)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
PWR Quanta Services, Inc. Common Stock (PWR)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
O Realty Income Corporation Common Stock (O)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
SBAC SBA Communications Corporation - Class A Common Stock (SBAC)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
TRGP Targa Resources, Inc. Common Stock (TRGP)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
CPB The Campbell's Company - Common Stock (CPB)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
CI The Cigna Group Common Stock (CI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
UBER Uber Technologies, Inc. Common Stock (UBER)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
UAL United Airlines Holdings, Inc. - Common Stock (UAL)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
UNH UnitedHealth Group Incorporated Common Stock (UNH)
(Stock)
|
Purchase |
Member |
$15,001 to $50,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
VRSN VeriSign, Inc. - Common Stock (VRSN)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
VRSK Verisk Analytics, Inc. - Common Stock (VRSK)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
VICI VICI Properties Inc. Common Stock (VICI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 19, 2025 |
ZTS Zoetis Inc. Class A Common Stock (ZTS)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 18, 2025 |
AZN AstraZeneca PLC - American Depositary Shares (AZN)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 18, 2025 |
RACE Ferrari N.V. Common Shares (RACE)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 17, 2025 |
AVGO Broadcom Inc. - Common Stock (AVGO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 17, 2025 |
San Rafael, CA Elementary School District GO Bonds
(Government security)
|
Purchase |
Member |
$100,001 to $250,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 15, 2025 |
AVAV AeroVironment, Inc. - Common Stock (AVAV)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 11, 2025 |
AGIO Agios Pharmaceuticals, Inc. - Common Stock (AGIO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 11, 2025 |
ARQT Arcutis Biotherapeutics, Inc. - Common stock (ARQT)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 11, 2025 |
ITT ITT Inc. Common Stock (ITT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 11, 2025 |
K Kellanova Common Stock (K)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 11, 2025 |
PRIM Primoris Services Corporation (PRIM)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 11, 2025 |
SUPN Supernus Pharmaceuticals, Inc. - Common Stock (SUPN)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 11, 2025 |
COCO The Vita Coco Company, Inc. - Common Stock (COCO)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 10, 2025 |
ARMK Aramark Common Stock (ARMK)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 10, 2025 |
California State Dept. of Water Resources CVP Revenue Bonds
(Government security)
|
Purchase |
Member |
$100,001 to $250,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 10, 2025 |
CP Canadian Pacific Kansas City Limited Common Shares (CP)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 10, 2025 |
SCHW Charles Schwab Corporation (SCHW)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 10, 2025 |
CSGP CoStar Group, Inc. - Common Stock (CSGP)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 10, 2025 |
DASH DoorDash, Inc. - Common Stock (DASH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 10, 2025 |
FLEX Flex Ltd. - Ordinary Shares (FLEX)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 10, 2025 |
GPN Global Payments Inc. Common Stock (GPN)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 10, 2025 |
ISRG Intuitive Surgical, Inc. - Common Stock (ISRG)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 10, 2025 |
Los Angeles, CA, Dept. Wtr. & Pwr. Wtrwks. Rev. Bonds
(Government security)
|
Sale |
Member |
$250,001 to $500,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |
| Dec 10, 2025 |
LPLA LPL Financial Holdings Inc. - Common Stock (LPLA)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 12, 2026 |