| Jul 13, 2026 |
AMAT Applied Materials, Inc. - Common Stock (AMAT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 31, 2026 |
Report filed Aug 27, 2026 |
| Jul 13, 2026 |
STE STERIS plc (STE)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jul 31, 2026 |
Report filed Aug 27, 2026 |
| Jul 13, 2026 |
GWW W.W. Grainger, Inc. Common Stock (GWW)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 31, 2026 |
Report filed Aug 27, 2026 |
| Jun 18, 2026 |
AMAT Applied Materials, Inc. - Common Stock (AMAT)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 18, 2026 |
AMAT Applied Materials, Inc. - Common Stock (AMAT)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 18, 2026 |
AMAT Applied Materials, Inc. - Common Stock (AMAT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
HCA HCA Healthcare, Inc. Common Stock (HCA)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
HCA HCA Healthcare, Inc. Common Stock (HCA)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
HD Home Depot, Inc. (HD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
META Meta Platforms, Inc. - Class A Common Stock (META)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
META Meta Platforms, Inc. - Class A Common Stock (META)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
MNST Monster Beverage Corporation - Common Stock (MNST)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
MNST Monster Beverage Corporation - Common Stock (MNST)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
SPGI S&P Global Inc. Common Stock (SPGI)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
SPGI S&P Global Inc. Common Stock (SPGI)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 17, 2026 |
SPGI S&P Global Inc. Common Stock (SPGI)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| Jun 12, 2026 |
SPCX Space Exploration Technologies Corp. - Class A Common Stock (SPCX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jun 30, 2026 |
Report filed Jul 26, 2026 |
| May 6, 2026 |
COR Cencora, Inc. Common Stock (COR)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
May 31, 2026 |
Report filed Jun 19, 2026 |
| May 6, 2026 |
COR Cencora, Inc. Common Stock (COR)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
May 31, 2026 |
Report filed Jun 19, 2026 |
| May 6, 2026 |
GILD Gilead Sciences, Inc. - Common Stock (GILD)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
May 31, 2026 |
Report filed Jun 19, 2026 |
| May 6, 2026 |
GILD Gilead Sciences, Inc. - Common Stock (GILD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
May 31, 2026 |
Report filed Jun 19, 2026 |
| Mar 31, 2026 |
AXP American Express Company Common Stock (AXP)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
ASML ASML Holding N.V. - New York Registry Shares (ASML)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
AVGO Broadcom Inc. - Common Stock (AVGO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
CAT Caterpillar, Inc. Common Stock (CAT)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
COR Cencora, Inc. Common Stock (COR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
CB Chubb Limited Common Stock (CB)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
CMI Cummins Inc. Common Stock (CMI)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
GE GE Aerospace Common Stock (GE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
GD General Dynamics Corporation Common Stock (GD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
HD Home Depot, Inc. (HD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
MCD McDonald's Corporation Common Stock (MCD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
MSI Motorola Solutions, Inc. Common Stock (MSI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
PANW Palo Alto Networks, Inc. (PANW)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
PH Parker-Hannifin Corporation Common Stock (PH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 31, 2026 |
QCOM QUALCOMM Incorporated - Common Stock (QCOM)
(Stock)
|
Sale |
Member |
$15,001 to $50,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ACN Accenture plc Class A Ordinary Shares (ACN)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ACN Accenture plc Class A Ordinary Shares (ACN)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ACN Accenture plc Class A Ordinary Shares (ACN)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ASML ASML Holding N.V. - New York Registry Shares (ASML)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ASML ASML Holding N.V. - New York Registry Shares (ASML)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ASML ASML Holding N.V. - New York Registry Shares (ASML)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
BRO Brown & Brown, Inc. Common Stock (BRO)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
BRO Brown & Brown, Inc. Common Stock (BRO)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
BRO Brown & Brown, Inc. Common Stock (BRO)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
COR Cencora, Inc. Common Stock (COR)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
COR Cencora, Inc. Common Stock (COR)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
GE GE Aerospace Common Stock (GE)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
GE GE Aerospace Common Stock (GE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
GD General Dynamics Corporation Common Stock (GD)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
GD General Dynamics Corporation Common Stock (GD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
MNST Monster Beverage Corporation - Common Stock (MNST)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
MNST Monster Beverage Corporation - Common Stock (MNST)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
MSI Motorola Solutions, Inc. Common Stock (MSI)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
MSI Motorola Solutions, Inc. Common Stock (MSI)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ORCL Oracle Corporation Common Stock (ORCL)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ORCL Oracle Corporation Common Stock (ORCL)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
ORCL Oracle Corporation Common Stock (ORCL)
(Stock)
|
Sale |
Member |
$15,001 to $50,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
PANW Palo Alto Networks, Inc. (PANW)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
PANW Palo Alto Networks, Inc. (PANW)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
PH Parker-Hannifin Corporation Common Stock (PH)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
PH Parker-Hannifin Corporation Common Stock (PH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
CI The Cigna Group Common Stock (CI)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
CI The Cigna Group Common Stock (CI)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
TJX TJX Companies, Inc. (TJX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
TSCO Tractor Supply Company - Common Stock (TSCO)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
TSCO Tractor Supply Company - Common Stock (TSCO)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Mar 23, 2026 |
TSCO Tractor Supply Company - Common Stock (TSCO)
(Stock)
|
Sale |
Member |
$15,001 to $50,000 |
Mar 31, 2026 |
Report filed Apr 30, 2026 |
| Feb 27, 2026 |
ROP Roper Technologies, Inc. (ROP)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Feb 28, 2026 |
Report filed Mar 30, 2026 |
| Feb 27, 2026 |
ROP Roper Technologies, Inc. (ROP)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Feb 28, 2026 |
Report filed Mar 30, 2026 |
| Feb 27, 2026 |
ROP Roper Technologies, Inc. (ROP)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Feb 28, 2026 |
Report filed Mar 30, 2026 |
| Dec 2, 2025 |
ATO Atmos Energy Corporation Common Stock (ATO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Dec 31, 2025 |
Report filed Jan 16, 2026 |
| Dec 2, 2025 |
MCK McKesson Corporation Common Stock (MCK)
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
Dec 31, 2025 |
Report filed Jan 16, 2026 |
| Dec 2, 2025 |
MCK McKesson Corporation Common Stock (MCK)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Dec 31, 2025 |
Report filed Jan 16, 2026 |
| Dec 2, 2025 |
PEP Pepsico, Inc. (PEP)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Dec 31, 2025 |
Report filed Jan 16, 2026 |
| Dec 2, 2025 |
PEP Pepsico, Inc. (PEP)
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
Dec 31, 2025 |
Report filed Jan 16, 2026 |
| Dec 2, 2025 |
PEP Pepsico, Inc. (PEP)
(Stock)
|
Sale |
Member |
$15,001 to $50,000 |
Dec 31, 2025 |
Report filed Jan 16, 2026 |
| Dec 2, 2025 |
PEG Public Service Enterprise Group Incorporated Common Stock (PEG)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Dec 31, 2025 |
Report filed Jan 16, 2026 |
| Dec 2, 2025 |
SO Southern Company (SO)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Dec 31, 2025 |
Report filed Jan 16, 2026 |