| Apr 14, 2026 |
ZTS Zoetis Inc. Class A Common Stock (ZTS)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
May 7, 2026 |
Report filed May 8, 2026 |
| Apr 13, 2026 |
DASH DoorDash, Inc. - Common Stock (DASH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
May 7, 2026 |
Report filed May 8, 2026 |
| Apr 13, 2026 |
FLEX Flex Ltd. - Ordinary Shares (FLEX)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
May 7, 2026 |
Report filed May 8, 2026 |
| Apr 13, 2026 |
SSNC SS&C Technologies Holdings, Inc. - Common Stock (SSNC)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
May 7, 2026 |
Report filed May 8, 2026 |
| Apr 13, 2026 |
VLTO Veralto Corp Common Stock (VLTO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
May 7, 2026 |
Report filed May 8, 2026 |
| Apr 6, 2026 |
DASH DoorDash, Inc. - Common Stock (DASH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
May 7, 2026 |
Report filed May 8, 2026 |
| Apr 6, 2026 |
LPLA LPL Financial Holdings Inc. - Common Stock (LPLA)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
May 7, 2026 |
Report filed May 8, 2026 |
| Apr 6, 2026 |
SSNC SS&C Technologies Holdings, Inc. - Common Stock (SSNC)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
May 7, 2026 |
Report filed May 8, 2026 |
| Apr 6, 2026 |
VLTO Veralto Corp Common Stock (VLTO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
May 7, 2026 |
Report filed May 8, 2026 |
| Mar 31, 2026 |
John Swett, CA, USD GO Bonds
(Government security)
|
Sale (partial) |
Member |
$100,001 to $250,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
AEIS Advanced Energy Industries, Inc. - Common Stock (AEIS)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
BABAF ALIBABA GROUP HOLDING LTD (BABAF)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
California Health Facilities Financing Authority Rev Bonds
(Government security)
|
Purchase |
Member |
$250,001 to $500,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
California State Public Works Board Lease Rev Bonds
(Government security)
|
Sale (partial) |
Member |
$50,001 to $100,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
SCHW Charles Schwab Corporation (SCHW)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
DASH DoorDash, Inc. - Common Stock (DASH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
FN Fabrinet Ordinary Shares (FN)
(Stock)
|
Purchase |
Member |
$15,001 to $50,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
FSV FirstService Corporation - Common Shares (FSV)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
FLEX Flex Ltd. - Ordinary Shares (FLEX)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
LPLA LPL Financial Holdings Inc. - Common Stock (LPLA)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
SARO StandardAero, Inc. Common Stock (SARO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
VIAV Viavi Solutions Inc. - Common Stock (VIAV)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 27, 2026 |
West Kern, CA, Community College District GO Bonds
(Government security)
|
Sale |
Member |
$250,001 to $500,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 25, 2026 |
ANET Arista Networks, Inc. Common Stock (ANET)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 25, 2026 |
BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 25, 2026 |
AVGO Broadcom Inc. - Common Stock (AVGO)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 25, 2026 |
COHR Coherent Corp. (COHR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 25, 2026 |
GLW Corning Incorporated Common Stock (GLW)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 25, 2026 |
Illinois State General Obligation Bonds
(Government security)
|
Purchase |
Member |
$100,001 to $250,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 25, 2026 |
MELI MercadoLibre, Inc. - Common Stock (MELI)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 25, 2026 |
MU Micron Technology, Inc. - Common Stock (MU)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 25, 2026 |
NVDA NVIDIA Corporation - Common Stock (NVDA)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 25, 2026 |
TDG Transdigm Group Incorporated Common Stock (TDG)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 20, 2026 |
ADM Archer-Daniels-Midland Company Common Stock (ADM)
(Stock)
|
Sale |
Member |
$50,001 to $100,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 20, 2026 |
MIAX Miami International Holdings, Inc. Common Stock (MIAX)
(Stock)
|
Purchase |
Member |
$15,001 to $50,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
BBIO BridgeBio Pharma, Inc. - Common Stock (BBIO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 18, 2026 |
APP Applovin Corporation - Class A Common Stock (APP)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 18, 2026 |
BBIO BridgeBio Pharma, Inc. - Common Stock (BBIO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 18, 2026 |
DASH DoorDash, Inc. - Common Stock (DASH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 18, 2026 |
DASH DoorDash, Inc. - Common Stock (DASH)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 18, 2026 |
FSV FirstService Corporation - Common Shares (FSV)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 18, 2026 |
TEL TE Connectivity plc Ordinary Shares (TEL)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 18, 2026 |
WRB W.R. Berkley Corporation Common Stock (WRB)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 18, 2026 |
WAT Waters Corporation Common Stock (WAT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 16, 2026 |
AMZN Amazon.com, Inc. - Common Stock (AMZN)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 16, 2026 |
AMZN Amazon.com, Inc. - Common Stock (AMZN)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 16, 2026 |
BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 16, 2026 |
CDRE Cadre Holdings, Inc. Common Stock (CDRE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 16, 2026 |
MELI MercadoLibre, Inc. - Common Stock (MELI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 16, 2026 |
PLTR Palantir Technologies Inc. Class A Common Stock (PLTR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 16, 2026 |
PLTR Palantir Technologies Inc. Class A Common Stock (PLTR)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 16, 2026 |
TDG Transdigm Group Incorporated Common Stock (TDG)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
ACN Accenture plc Class A Ordinary Shares (ACN)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
AMD Advanced Micro Devices, Inc. (AMD)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
AMZN Amazon.com, Inc. - Common Stock (AMZN)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
APO Apollo Global Management, Inc. (APO)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
APP Applovin Corporation - Class A Common Stock (APP)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
SQ Block, Inc. Class A Common Stock, (SQ)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
BKNG Booking Holdings Inc. - Common Stock (BKNG)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
CHTR Charter Communications, Inc. - Class A Common Stock (CHTR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
CTSH Cognizant Technology Solutions Corporation - Class A Common Stock (CT…
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
CAG ConAgra Brands, Inc. Common Stock (CAG)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
CSGP CoStar Group, Inc. - Common Stock (CSGP)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
DDOG Datadog, Inc. - Class A Common Stock (DDOG)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
DASH DoorDash, Inc. - Common Stock (DASH)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
LLY Eli Lilly and Company Common Stock (LLY)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
EPAM EPAM Systems, Inc. Common Stock (EPAM)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
EFX Equifax, Inc. Common Stock (EFX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
EG Everest Group, Ltd. Common Stock (EG)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
FDS FactSet Research Systems Inc. Common Stock (FDS)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
FICO Fair Isaac Corporation Common Stock (FICO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
FIS Fidelity National Information Services, Inc. Common Stock (FIS)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
FISV Fiserv, Inc. - Common Stock (FISV)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
FTNT Fortinet, Inc. - Common Stock (FTNT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
FOX Fox Corporation - Class B Common Stock (FOX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
IT Gartner, Inc. Common Stock (IT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
GDDY GoDaddy Inc. Class A Common Stock (GDDY)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
IBM International Business Machines Corporation Common Stock (IBM)
(Stock)
|
Sale |
Member |
$15,001 to $50,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
KVUE Kenvue Inc. Common Stock (KVUE)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
KEY KeyCorp Common Stock (KEY)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
LULU lululemon athletica inc. - Common Stock (LULU)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Purchase |
Member |
$15,001 to $50,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
TAP Molson Coors Beverage Company Class B Common Stock (TAP)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
NVDA NVIDIA Corporation - Common Stock (NVDA)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
OMC Omnicom Group Inc. Common Stock (OMC)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
PLTR Palantir Technologies Inc. Class A Common Stock (PLTR)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
PANW Palo Alto Networks, Inc. (PANW)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
PSKY Paramount Skydance Corporation - Class B Common Stock (PSKY)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
PAYC Paycom Software, Inc. Common Stock (PAYC)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
PYPL PayPal Holdings, Inc. - Common Stock (PYPL)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
PFE Pfizer, Inc. Common Stock (PFE)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
HOOD Robinhood Markets, Inc. - Class A Common Stock (HOOD)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
ROP Roper Technologies, Inc. (ROP)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
SNDK Sandisk Corporation - Common Stock (SNDK)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
TSLA Tesla, Inc. - Common Stock (TSLA)
(Stock)
|
Sale (partial) |
Member |
$15,001 to $50,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
CI The Cigna Group Common Stock (CI)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
TTD The Trade Desk, Inc. - Class A Common Stock (TTD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |
| Mar 13, 2026 |
TYL Tyler Technologies, Inc. Common Stock (TYL)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 6, 2026 |
Report filed Apr 7, 2026 |