| Oct 8, 2026 |
ADI Analog Devices, Inc. - Common Stock (ADI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Oct 12, 2026 |
Report filed Oct 12, 2026 |
| Oct 8, 2026 |
FDX FedEx Corporation Common Stock (FDX)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Oct 12, 2026 |
Report filed Oct 12, 2026 |
| Oct 8, 2026 |
HD Home Depot, Inc. (HD)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Oct 12, 2026 |
Report filed Oct 12, 2026 |
| Oct 8, 2026 |
WSM Williams-Sonoma, Inc. Common Stock (WSM)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Oct 12, 2026 |
Report filed Oct 12, 2026 |
| Jul 8, 2026 |
ABT Abbott Laboratories Common Stock (ABT)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jul 9, 2026 |
Report filed Jul 12, 2026 |
| Jul 8, 2026 |
APH Amphenol Corporation Common Stock (APH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 9, 2026 |
Report filed Jul 12, 2026 |
| Jul 8, 2026 |
MCK McKesson Corporation Common Stock (MCK)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 9, 2026 |
Report filed Jul 12, 2026 |
| Jul 8, 2026 |
SPGI S&P Global Inc. Common Stock (SPGI)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jul 9, 2026 |
Report filed Jul 12, 2026 |
| Apr 7, 2026 |
AXP American Express Company Common Stock (AXP)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 15, 2026 |
| Apr 7, 2026 |
AWK American Water Works Company, Inc. Common Stock (AWK)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 15, 2026 |
| Apr 7, 2026 |
BR Broadridge Financial Solutions, Inc. Common Stock (BR)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 15, 2026 |
| Apr 7, 2026 |
CARR Carrier Global Corporation Common Stock (CARR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 15, 2026 |
| Apr 7, 2026 |
CASY Caseys General Stores, Inc. - Common Stock (CASY)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 15, 2026 |
| Apr 7, 2026 |
NEE NextEra Energy, Inc. Common Stock (NEE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 15, 2026 |
| Apr 7, 2026 |
PAYX Paychex, Inc. - Common Stock (PAYX)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 15, 2026 |
| Apr 7, 2026 |
SNDA Sonida Senior Living, Inc. Common Stock (SNDA)
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 15, 2026 |
| Apr 7, 2026 |
WAB Westinghouse Air Brake Technologies Corporation Common Stock (WAB)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 15, 2026 |
| Mar 31, 2026 |
CNL Healthcare Properties Inc (widely held)
(Other)
|
Exchange |
Joint |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 15, 2026 |
| Mar 31, 2026 |
SNDA Sonida Senior Living, Inc. Common Stock (SNDA)
(Stock)
|
Exchange |
Joint |
$1,001 to $15,000 |
Apr 9, 2026 |
Report filed Apr 15, 2026 |
| Jan 7, 2026 |
DRI Darden Restaurants, Inc. Common Stock (DRI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 14, 2026 |
| Jan 7, 2026 |
ESS Essex Property Trust, Inc. Common Stock (ESS)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 14, 2026 |
| Jan 7, 2026 |
META Meta Platforms, Inc. - Class A Common Stock (META)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 14, 2026 |
| Jan 7, 2026 |
MDLZ Mondelez International, Inc. - Class A Common Stock (MDLZ)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 14, 2026 |
| Jan 7, 2026 |
VRSK Verisk Analytics, Inc. - Common Stock (VRSK)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 14, 2026 |
| Jan 7, 2026 |
WM Waste Management, Inc. Common Stock (WM)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jan 9, 2026 |
Report filed Jan 14, 2026 |