| Sep 18, 2026 |
BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Oct 14, 2026 |
Report filed Oct 14, 2026 |
| Jul 30, 2026 |
ABT Abbott Laboratories Common Stock (ABT)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
APD Air Products and Chemicals, Inc. Common Stock (APD)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
AWK American Water Works Company, Inc. Common Stock (AWK)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
ADI Analog Devices, Inc. - Common Stock (ADI)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
AAPL Apple Inc. - Common Stock (AAPL)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 5, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
BLK BlackRock, Inc. Common Stock (BLK)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
CSCO Cisco Systems, Inc. - Common Stock (CSCO)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
COST Costco Wholesale Corporation - Common Stock (COST)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
EMR Emerson Electric Company Common Stock (EMR)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
HD Home Depot, Inc. (HD)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
ITW Illinois Tool Works Inc. Common Stock (ITW)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
ICE Intercontinental Exchange Inc. Common Stock (ICE)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
JNJ Johnson & Johnson Common Stock (JNJ)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
LHX L3Harris Technologies, Inc. Common Stock (LHX)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
MCD McDonald's Corporation Common Stock (MCD)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
MDT Medtronic plc. Ordinary Shares (MDT)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 13, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
NEE NextEra Energy, Inc. Common Stock (NEE)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
PEP Pepsico, Inc. (PEP)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
PG Procter & Gamble Company (PG)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
O Realty Income Corporation Common Stock (O)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
UNH UnitedHealth Group Incorporated Common Stock (UNH)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
V Visa Inc. (V)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jul 30, 2026 |
WMT Walmart Inc. - Common Stock (WMT)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
Aug 12, 2026 |
Report filed Aug 14, 2026 |
| Jun 12, 2026 |
ABT Abbott Laboratories Common Stock (ABT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
ABT Abbott Laboratories Common Stock (ABT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
ADI Analog Devices, Inc. - Common Stock (ADI)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
ADI Analog Devices, Inc. - Common Stock (ADI)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
BLK BlackRock, Inc. Common Stock (BLK)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
CSCO Cisco Systems, Inc. - Common Stock (CSCO)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
CSCO Cisco Systems, Inc. - Common Stock (CSCO)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
ICE Intercontinental Exchange Inc. Common Stock (ICE)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
IMCB Ishares Morningstar ETF Mid Cap (IMCB)
(Other)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
LHX L3Harris Technologies, Inc. Common Stock (LHX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
LHX L3Harris Technologies, Inc. Common Stock (LHX)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
SPSM State Street SPDR ETF Portfolio S&P 600 Small (SPSM)
(Other)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
UNH UnitedHealth Group Incorporated Common Stock (UNH)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
UNH UnitedHealth Group Incorporated Common Stock (UNH)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
MGK Vanguard Mega Cap Growth ETF (MGK)
(Other)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Jun 12, 2026 |
MGK Vanguard Mega Cap Growth ETF (MGK)
(Other)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Jul 8, 2026 |
Report filed Jul 9, 2026 |
| Apr 17, 2026 |
AMT American Tower Corporation (AMT)
(Stock)
|
Sale |
Member |
$1,001 to $15,000 |
May 7, 2026 |
Report filed May 12, 2026 |
| Mar 19, 2026 |
ABT Abbott Laboratories Common Stock (ABT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
ADI Analog Devices, Inc. - Common Stock (ADI)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
ADI Analog Devices, Inc. - Common Stock (ADI)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
BLK BlackRock, Inc. Common Stock (BLK)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
HD Home Depot, Inc. (HD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
HD Home Depot, Inc. (HD)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
JNJ Johnson & Johnson Common Stock (JNJ)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
JNJ Johnson & Johnson Common Stock (JNJ)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
LHX L3Harris Technologies, Inc. Common Stock (LHX)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
LHX L3Harris Technologies, Inc. Common Stock (LHX)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
MSFT Microsoft Corporation - Common Stock (MSFT)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
NEE NextEra Energy, Inc. Common Stock (NEE)
(Stock)
|
Sale (partial) |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
UNH UnitedHealth Group Incorporated Common Stock (UNH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
UNH UnitedHealth Group Incorporated Common Stock (UNH)
(Stock)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
MGK Vanguard Mega Cap Growth ETF (MGK)
(Other)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Mar 19, 2026 |
MGK Vanguard Mega Cap Growth ETF (MGK)
(Other)
|
Purchase |
Member |
$1,001 to $15,000 |
Apr 7, 2026 |
Report filed Apr 7, 2026 |
| Dec 12, 2025 |
US Treasury Bill
(Government security)
|
Purchase |
Member |
$100,001 to $250,000 |
Dec 15, 2025 late |
Report filed Apr 7, 2026 |