| Jul 17, 2026 |
IBM International Business Machines Corporation Common Stock (IBM)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
KVUE Kenvue Inc. Common Stock (KVUE)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
LITE Lumentum Holdings Inc. - Common Stock (LITE)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
MRVL Marvell Technology, Inc. - Common Stock (MRVL)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Purchase |
Member |
$15,001 to $50,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
NVDA NVIDIA Corporation - Common Stock (NVDA)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
PLTR Palantir Technologies Inc. - Class A Common Stock (PLTR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
PSKY Paramount Skydance Corporation - Class B Common Stock (PSKY)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
PGR Progressive Corporation (PGR)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
TTD The Trade Desk, Inc. - Class A Common Stock (TTD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
UBER Uber Technologies, Inc. Common Stock (UBER)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
VZ Verizon Communications Inc. Common Stock (VZ)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
WDC Western Digital Corporation - Common Stock (WDC)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 17, 2026 |
ZTS Zoetis Inc. Class A Common Stock (ZTS)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
AORT Artivion, Inc. Common Stock (AORT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
COMP Compass, Inc. Class A Common Stock (COMP)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
CSW CSW Industrials, Inc. Common Stock (CSW)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
EPAC Enerpac Tool Group Corp. Common Stock (EPAC)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
FN Fabrinet Ordinary Shares (FN)
(Stock)
|
Sale |
Member |
$15,001 to $50,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
FERG Ferguson Enterprises Inc. Common Stock (FERG)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
HLI Houlihan Lokey, Inc. Class A Common Stock (HLI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
LAMR Lamar Advertising Company - Class A Common Stock (LAMR)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
RBC RBC Bearings Incorporated Common Stock (RBC)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
SMTC Semtech Corporation - Common Stock (SMTC)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
SKWD Skyward Specialty Insurance Group, Inc. - Common Stock (SKWD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
SFM Sprouts Farmers Market, Inc. - Common Stock (SFM)
(Stock)
|
Purchase |
Member |
$15,001 to $50,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
SPXC SPX Technologies, Inc. Common Stock (SPXC)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
USPH U.S. Physical Therapy, Inc. Common Stock (USPH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 16, 2026 |
PCVX Vaxcyte, Inc. - Common Stock (PCVX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
ABCB Ameris Bancorp - Common Stock (ABCB)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
BCPC Balchem Corporation - Common Stock (BCPC)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
BCRX BioCryst Pharmaceuticals, Inc. - Common Stock (BCRX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
DCO Ducommun Incorporated Common Stock (DCO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
EPAC Enerpac Tool Group Corp. Common Stock (EPAC)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
HQY HealthEquity, Inc. - Common Stock (HQY)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
HMN Horace Mann Educators Corporation Common Stock (HMN)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
IRT Independence Realty Trust, Inc. Common Stock (IRT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
MTX Minerals Technologies Inc. Common Stock (MTX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
NHI National Health Investors, Inc. Common Stock (NHI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
SKWD Skyward Specialty Insurance Group, Inc. - Common Stock (SKWD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
SF Stifel Financial Corporation Common Stock (SF)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 10, 2026 |
COCO The Vita Coco Company, Inc. - Common Stock (COCO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 2, 2026 |
AVAV AeroVironment, Inc. - Common Stock (AVAV)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jul 2, 2026 |
CRDO Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 14, 2026 late |
Report filed Sep 4, 2026 |
| Jun 30, 2026 |
AGX Argan, Inc. Common Stock (AGX)
(Stock)
|
Purchase |
Member |
$15,001 to $50,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
BOOT Boot Barn Holdings, Inc. Common Stock (BOOT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
BRCM Broadcom Corporation - Class A (BRCM)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
CDRE Cadre Holdings, Inc. Common Stock (CDRE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
CBZ CBIZ, Inc. Common Stock (CBZ)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
CECO CECO Environmental Corp. - Common Stock (CECO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
CRDO Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
CYTK Cytokinetics, Incorporated - Common Stock (CYTK)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
HQY HealthEquity, Inc. - Common Stock (HQY)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
MCHP Microchip Technology Incorporated - Common Stock (MCHP)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
RBC RBC Bearings Incorporated Common Stock (RBC)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
SMTC Semtech Corporation - Common Stock (SMTC)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
SFTBF SOFTBANK GROUP CORP (SFTBF)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
STRL Sterling Infrastructure, Inc. - Common Stock (STRL)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
TCBI Texas Capital Bancshares, Inc. - Common Stock (TCBI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
TXRH Texas Roadhouse, Inc. - Common Stock (TXRH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 30, 2026 |
DSGX The Descartes Systems Group Inc. - Common Stock (DSGX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 24, 2026 |
Los Angeles, CA Tax & Revenue Anticipation Notes
(Government security)
|
Purchase |
Member |
$100,001 to $250,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 24, 2026 |
VLTO Veralto Corp Common Stock (VLTO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 18, 2026 |
SPCX Space Exploration Technologies Corp. - Class A Common Stock (SPCX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 18, 2026 |
SPOT Spotify Technology S.A. Ordinary Shares (SPOT)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
ABT Abbott Laboratories Common Stock (ABT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
ACN Accenture plc Class A Ordinary Shares (ACN)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
BR Broadridge Financial Solutions, Inc. Common Stock (BR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
CME CME Group Inc. - Class A Common Stock (CME)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
COIN Coinbase Global, Inc. - Class A Common Stock (COIN)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
CMCSA Comcast Corporation - Class A Common Stock (CMCSA)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
CAG ConAgra Brands, Inc. Common Stock (CAG)
(Stock)
|
Sale |
Member |
$15,001 to $50,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
EA Electronic Arts Inc. - Common Stock (EA)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
FIS Fidelity National Information Services, Inc. Common Stock (FIS)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
FOX Fox Corporation - Class B Common Stock (FOX)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
GIS General Mills, Inc. Common Stock (GIS)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
GDDY GoDaddy Inc. Class A Common Stock (GDDY)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
IBM International Business Machines Corporation Common Stock (IBM)
(Stock)
|
Purchase |
Member |
$15,001 to $50,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
JKHY Jack Henry & Associates, Inc. - Common Stock (JKHY)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
KVUE Kenvue Inc. Common Stock (KVUE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
PGR Progressive Corporation (PGR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
STRL Sterling Infrastructure, Inc. - Common Stock (STRL)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
TTD The Trade Desk, Inc. - Class A Common Stock (TTD)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
VRSK Verisk Analytics, Inc. - Common Stock (VRSK)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 16, 2026 |
ZTS Zoetis Inc. Class A Common Stock (ZTS)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 11, 2026 |
FSV FirstService Corporation - Common Shares (FSV)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 11, 2026 |
LPLA LPL Financial Holdings Inc. - Common Stock (LPLA)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 10, 2026 |
LLY Eli Lilly and Company Common Stock (LLY)
(Stock)
|
Purchase |
Member |
$50,001 to $100,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 10, 2026 |
MELI MercadoLibre, Inc. - Common Stock (MELI)
(Stock)
|
Purchase |
Member |
$15,001 to $50,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 10, 2026 |
MTN Vail Resorts, Inc. Common Stock (MTN)
(Stock)
|
Purchase |
Member |
$15,001 to $50,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 9, 2026 |
AJINF Ajinomoto Company, Inc. Ordinary Shares (AJINF)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 9, 2026 |
SAN Banco Santander, S.A. Sponsored ADR (SAN)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 9, 2026 |
BNPQF BNP Paribas Ordinary Shares (BNPQF)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 9, 2026 |
TOELF Tokyo Electron Ltd Ordinary Shares (TOELF)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 5, 2026 |
STRC Strategy Inc - Variable Rate Series A Perpetual Stretch Preferred Sto…
(Stock)
|
Purchase |
Member |
$15,001 to $50,000 |
Jul 2, 2026 |
Report filed Nov 10, 2026 |
| Jun 5, 2026 |
AMD Advanced Micro Devices, Inc. (AMD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |
| Jun 5, 2026 |
AAPL Apple Inc. - Common Stock (AAPL)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 2, 2026 |
Report filed Jul 2, 2026 |