| Jul 24, 2025 |
DGX Quest Diagnostics Incorporated Common Stock (DGX)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jul 24, 2025 |
TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jul 24, 2025 |
V Visa Inc. (V)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jul 24, 2025 |
WDAY Workday, Inc. - Class A Common Stock (WDAY)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jul 2, 2025 |
GOOGL Alphabet Inc. - Class A Common Stock (GOOGL)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jul 2, 2025 |
T AT&T Inc. (T)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jul 2, 2025 |
META Meta Platforms, Inc. - Class A Common Stock (META)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jul 2, 2025 |
SYF Synchrony Financial Common Stock (SYF)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jul 2, 2025 |
BK The Bank of New York Mellon Corporation Common Stock (BK)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jun 26, 2025 |
US Treasury Note 5/31/2026
(Government security)
|
Purchase |
Member |
$15,001 to $50,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jun 17, 2025 |
AMD Advanced Micro Devices, Inc. (AMD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jun 17, 2025 |
CSCO Cisco Systems, Inc. - Common Stock (CSCO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jun 17, 2025 |
PFE Pfizer, Inc. Common Stock (PFE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jun 17, 2025 |
WDAY Workday, Inc. - Class A Common Stock (WDAY)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| May 27, 2025 |
STT State Street Corporation Common Stock (STT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| May 27, 2025 |
UNH UnitedHealth Group Incorporated Common Stock (UNH)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| May 8, 2025 |
LVS Las Vegas Sands Corp. Common Stock (LVS)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| May 8, 2025 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| May 1, 2025 |
AAPL Apple Inc. - Common Stock (AAPL)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 28, 2025 |
ABBV AbbVie Inc. Common Stock (ABBV)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 28, 2025 |
BMY Bristol-Myers Squibb Company Common Stock (BMY)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 28, 2025 |
DHR Danaher Corporation Common Stock (DHR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 28, 2025 |
DGX Quest Diagnostics Incorporated Common Stock (DGX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 28, 2025 |
TMO Thermo Fisher Scientific Inc Common Stock (TMO)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 22, 2025 |
ACN Accenture plc Class A Ordinary Shares (ACN)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 22, 2025 |
DBX Dropbox, Inc. - Class A Common Stock (DBX)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 22, 2025 |
CI The Cigna Group Common Stock (CI)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 22, 2025 |
UNH UnitedHealth Group Incorporated Common Stock (UNH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 14, 2025 |
CNC Centene Corporation Common Stock (CNC)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 14, 2025 |
MU Micron Technology, Inc. - Common Stock (MU)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 14, 2025 |
TTWO Take-Two Interactive Software, Inc. - Common Stock (TTWO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 11, 2025 |
C Citigroup, Inc. Common Stock (C)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Apr 11, 2025 |
DOV Dover Corporation Common Stock (DOV)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Mar 19, 2025 |
JCI Johnson Controls International plc Ordinary Share (JCI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Mar 13, 2025 |
HPE Hewlett Packard Enterprise Company Common Stock (HPE)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Feb 28, 2025 |
GLOB Globant S.A. Common Shares (GLOB)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Feb 24, 2025 |
AFG American Financial Group, Inc. Common Stock (AFG)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Feb 24, 2025 |
AIG American International Group, Inc. New Common Stock (AIG)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Feb 24, 2025 |
SLB Schlumberger N.V. Common Stock (SLB)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Feb 7, 2025 |
EXR Extra Space Storage Inc Common Stock (EXR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Feb 7, 2025 |
META Meta Platforms, Inc. - Class A Common Stock (META)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Feb 7, 2025 |
CRM Salesforce, Inc. Common Stock (CRM)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 31, 2025 |
AAPL Apple Inc. - Common Stock (AAPL)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 31, 2025 |
C Citigroup, Inc. Common Stock (C)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 31, 2025 |
DE Deere & Company Common Stock (DE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 31, 2025 |
IR Ingersoll Rand Inc. Common Stock (IR)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 31, 2025 |
META Meta Platforms, Inc. - Class A Common Stock (META)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 31, 2025 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 31, 2025 |
NVDA NVIDIA Corporation - Common Stock (NVDA)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 24, 2025 |
ABBV AbbVie Inc. Common Stock (ABBV)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 24, 2025 |
ADBE Adobe Inc. - Common Stock (ADBE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 24, 2025 |
ACI Albertsons Companies, Inc. Class A Common Stock (ACI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 24, 2025 |
HPE Hewlett Packard Enterprise Company Common Stock (HPE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 24, 2025 |
PVH PVH Corp. Common Stock (PVH)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 24, 2025 |
TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 24, 2025 |
UHID Universal Health Services, Inc. (UHID)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 17, 2025 |
MMM 3M Company Common Stock (MMM)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 15, 2025 |
ACN Accenture plc Class A Ordinary Shares (ACN)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Jan 15, 2025 |
NEE NextEra Energy, Inc. Common Stock (NEE)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Dec 18, 2024 |
AAPL Apple Inc. - Common Stock (AAPL)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Dec 18, 2024 |
AVGO Broadcom Inc. - Common Stock (AVGO)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Dec 18, 2024 |
MCK McKesson Corporation Common Stock (MCK)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Dec 18, 2024 |
MTD Mettler-Toledo International, Inc. Common Stock (MTD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Dec 18, 2024 |
MU Micron Technology, Inc. - Common Stock (MU)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Dec 11, 2024 |
CVS Health Corp
(Corporate bond or note)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Dec 6, 2024 |
AZPN Aspen Technology, Inc. - Common Stock (AZPN)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Dec 6, 2024 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Dec 6, 2024 |
CRM Salesforce, Inc. Common Stock (CRM)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Nov 26, 2024 |
TPR Tapestry, Inc. Common Stock (TPR)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Nov 19, 2024 |
AFG American Financial Group, Inc. Common Stock (AFG)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Nov 19, 2024 |
AMGN Amgen Inc. - Common Stock (AMGN)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Nov 19, 2024 |
KHC The Kraft Heinz Company - Common Stock (KHC)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Nov 19, 2024 |
WAT Waters Corporation Common Stock (WAT)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Nov 19, 2024 |
WDAY Workday, Inc. - Class A Common Stock (WDAY)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Nov 5, 2024 |
US Treasury Note 10/31/2029
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Nov 5, 2024 |
US Treasury Note 4/30/2025
(Government security)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Nov 1, 2024 |
NEE NextEra Energy, Inc. Common Stock (NEE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Nov 1, 2024 |
WBD Warner Bros. Discovery, Inc. - Series A Common Stock (WBD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
Anheuser Busch InBev Fin
(Corporate bond or note)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
AT&T Inc.
(Corporate bond or note)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
CVS Health Corp
(Corporate bond or note)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
JPMorgan Chase & Co
(Corporate bond or note)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
Microsoft Corp
(Corporate bond or note)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
Pepsico Inc.
(Corporate bond or note)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
The Walt Disney Company
(Corporate bond or note)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
US Treasury Bond 8/15/2041
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
US Treasury Bond 8/15/2048
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
US Treasury Note 1/31/2029
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
US Treasury Note 10/31/2026
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
US Treasury Note 11/15/2032
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
US Treasury Note 4/30/2025
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
US Treasury Note 4/30/2025
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
US Treasury Note 5/15/2050
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
US Treasury Note 8/15/2028
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
US Treasury Note 8/15/2031
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
US Treasury Note 8/15/2034
(Government security)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
Visa Inc.
(Corporate bond or note)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 25, 2024 |
Walmart Inc.
(Corporate bond or note)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 23, 2024 |
ABT Abbott Laboratories Common Stock (ABT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |
| Oct 23, 2024 |
ABBV AbbVie Inc. Common Stock (ABBV)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 11, 2025 late |
Report filed Jan 13, 2026 |