Trade of the Julie Johnson
Democrat · TX-32 · House
In-remit alpha 12m
+3.9%
29 buys in their jurisdiction
Everything else
+2.3%
their other buys
$-weighted 12m
+2.8%
all buys, by size
t-stat (12m)
0.48
within the noise
Disclosure lag
120 days
trade → public filing
Est. volume
$422.4K
0 option trades
Trading profile
| Disclosed transactions | 587 across 14 filings |
| Buys / sells | 117 / 466 |
| Distinct securities | 231 |
| Estimated volume | $2.4M |
| Traded in family accounts | 587 of 587 |
| Active | 15 Mar 2024 – 12 May 2026 |
| Busiest single day | 81 trades 01 Apr 2025 |
81 transactions on a single day is the signature of a managed account being rebalanced rather than 81 separate decisions — which is why the grades below skew low.
What they buy
| Technology in remit | 22 | |
| Industrials | 19 | |
| Financials | 16 | |
| Healthcare | 12 | |
| Utilities | 10 | |
| Aerospace | 5 | |
| Defense in remit | 5 | |
| Pharma | 4 |
Committees — what defines their remit
Homeland Security Foreign Affairs House Administration Joint Committee of Congress on the LibrarySubcommittees
Border Security and EnforcementEmergency Management and TechnologyEuropeSouth and Central AsiaElectionsJurisdiction sectors: defenseenergytechnology · access score 0.47
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
5 |
| C |
|
47 |
| D |
|
97 |
| E |
|
346 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| MMM | 6 | $23.2K | -21.2% |
| COF | 4 | $15.5K | -15.9% |
| BK | 4 | $15.5K | — |
| PKG | 3 | $11.6K | — |
| PGR | 3 | $11.6K | -37.5% |
| GOOG | 3 | $11.6K | — |
| FIS | 3 | $11.6K | -73.6% |
| CI | 3 | $11.6K | -30.4% |
| BA | 3 | $11.6K | +13.8% |
| PLTR | 2 | $7.7K | +30.1% |
| MRK | 2 | $7.7K | +32.0% |
| GS | 2 | $7.7K | +28.3% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| E | SELL | 12 May 2026 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 12 May 2026 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 02 Feb 2026 | FITB Fifth Third Bancorp - Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 18 Dec 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 18 Dec 2025 | AXP American Express Company Common St |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 18 Dec 2025 | ADI Analog Devices, Inc. - Common Stoc |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 18 Dec 2025 | AJG Arthur J. Gallagher & Co. Common S |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | BAC Bank of America Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | BMY Bristol-Myers Squibb Company Commo |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | COF Capital One Financial Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | CARR Carrier Global Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 18 Dec 2025 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 18 Dec 2025 | CME CME Group Inc. - Class A Common St |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | CMS CMS Energy Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 18 Dec 2025 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 18 Dec 2025 | COP ConocoPhillips Common Stock (COP) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 18 Dec 2025 | DHR Danaher Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | DE Deere & Company Common Stock (DE) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | DOV Dover Corporation Common Stock (DO |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 18 Dec 2025 | None Eaton Corporation, PLC Ordinary Sh |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 18 Dec 2025 | EOG EOG Resources, Inc. Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 18 Dec 2025 | FIS Fidelity National Information Serv |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 18 Dec 2025 | GD General Dynamics Corporation Commo |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 18 Dec 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 18 Dec 2025 | IBM International Business Machines Co |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 18 Dec 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 18 Dec 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 18 Dec 2025 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | MS Morgan Stanley Common Stock (MS) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 18 Dec 2025 | NXPI NXP Semiconductors N.V. - Common S |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 18 Dec 2025 | PKG Packaging Corporation of America C |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | PM Philip Morris International Inc Co |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | PGR Progressive Corporation (PGR) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | RSG Republic Services, Inc. Common Sto |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 18 Dec 2025 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 18 Dec 2025 | STX Seagate Technology Holdings PLC - |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 18 Dec 2025 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 18 Dec 2025 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 18 Dec 2025 | VZ Verizon Communications Inc. Common |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 18 Dec 2025 | WMT Walmart Inc. - Common Stock (WMT) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | WFC Wells Fargo & Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Dec 2025 | XEL Xcel Energy Inc. (XEL) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Dec 2025 | CMS CMS Energy Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Dec 2025 | PEG Public Service Enterprise Group In |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 09 Dec 2025 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 08 Dec 2025 | CMS CMS Energy Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 08 Dec 2025 | CMS CMS Energy Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 08 Dec 2025 | PEG Public Service Enterprise Group In |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 08 Dec 2025 | PEG Public Service Enterprise Group In |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 08 Dec 2025 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 08 Dec 2025 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 03 Dec 2025 | BA Boeing Company (BA) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 02 Dec 2025 | BA Boeing Company (BA) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 02 Dec 2025 | BA Boeing Company (BA) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Nov 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Nov 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Nov 2025 | AXP American Express Company Common St |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Nov 2025 | ADI Analog Devices, Inc. - Common Stoc |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Nov 2025 | AJG Arthur J. Gallagher & Co. Common S |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | BAC Bank of America Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | BMY Bristol-Myers Squibb Company Commo |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | COF Capital One Financial Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | CARR Carrier Global Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Nov 2025 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Nov 2025 | CME CME Group Inc. - Class A Common St |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | CMS CMS Energy Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Nov 2025 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 13 Nov 2025 | COP ConocoPhillips Common Stock (COP) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Nov 2025 | DHR Danaher Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | DE Deere & Company Common Stock (DE) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | DOV Dover Corporation Common Stock (DO |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 13 Nov 2025 | None Eaton Corporation, PLC Ordinary Sh |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Nov 2025 | EOG EOG Resources, Inc. Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 13 Nov 2025 | FIS Fidelity National Information Serv |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 13 Nov 2025 | GD General Dynamics Corporation Commo |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Nov 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Nov 2025 | IBM International Business Machines Co |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Nov 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Nov 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Nov 2025 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | MS Morgan Stanley Common Stock (MS) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Nov 2025 | NXPI NXP Semiconductors N.V. - Common S |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Nov 2025 | PKG Packaging Corporation of America C |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | PM Philip Morris International Inc Co |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | PGR Progressive Corporation (PGR) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | RSG Republic Services, Inc. Common Sto |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Nov 2025 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 13 Nov 2025 | STX Seagate Technology Holdings PLC - |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 13 Nov 2025 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Nov 2025 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Nov 2025 | VZ Verizon Communications Inc. Common |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Nov 2025 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | WFC Wells Fargo & Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Nov 2025 | XEL Xcel Energy Inc. (XEL) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 03 Nov 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 03 Nov 2025 | IP International Paper Company Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Nov 2025 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Nov 2025 | DGX Quest Diagnostics Incorporated Com |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Nov 2025 | VRSK Verisk Analytics, Inc. - Common St |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 31 Oct 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 31 Oct 2025 | PH Parker-Hannifin Corporation Common |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 30 Oct 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 30 Oct 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 30 Oct 2025 | IP International Paper Company Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 30 Oct 2025 | IP International Paper Company Common |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 30 Oct 2025 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 30 Oct 2025 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 30 Oct 2025 | DGX Quest Diagnostics Incorporated Com |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 30 Oct 2025 | DGX Quest Diagnostics Incorporated Com |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 30 Oct 2025 | VRSK Verisk Analytics, Inc. - Common St |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 30 Oct 2025 | VRSK Verisk Analytics, Inc. - Common St |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 27 Oct 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 22 Oct 2025 | ALK Alaska Air Group, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 22 Oct 2025 | DE Deere & Company Common Stock (DE) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 22 Oct 2025 | FFIV F5, Inc. - Common Stock (FFIV) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 22 Oct 2025 | GEN Gen Digital Inc. - Common Stock (G |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 22 Oct 2025 | WY Weyerhaeuser Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 21 Oct 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 21 Oct 2025 | PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 21 Oct 2025 | ALK Alaska Air Group, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 21 Oct 2025 | ALK Alaska Air Group, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 21 Oct 2025 | DE Deere & Company Common Stock (DE) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 21 Oct 2025 | DE Deere & Company Common Stock (DE) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 21 Oct 2025 | FFIV F5, Inc. - Common Stock (FFIV) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Oct 2025 | FFIV F5, Inc. - Common Stock (FFIV) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 21 Oct 2025 | GEN Gen Digital Inc. - Common Stock (G |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Oct 2025 | GEN Gen Digital Inc. - Common Stock (G |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 21 Oct 2025 | WY Weyerhaeuser Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 21 Oct 2025 | WY Weyerhaeuser Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 08 Oct 2025 | PH Parker-Hannifin Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 07 Oct 2025 | CARR Carrier Global Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 07 Oct 2025 | DHR Danaher Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 06 Oct 2025 | CARR Carrier Global Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 06 Oct 2025 | FI Fiserv, Inc. Common Stock (FI) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 06 Oct 2025 | KR Kroger Company (KR) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 06 Oct 2025 | VRSN VeriSign, Inc. - Common Stock (VRS |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 03 Oct 2025 | CARR Carrier Global Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 03 Oct 2025 | CARR Carrier Global Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Oct 2025 | FISV Fiserv, Inc. - Common Stock (FISV) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 03 Oct 2025 | FISV Fiserv, Inc. - Common Stock (FISV) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 03 Oct 2025 | KR Kroger Company (KR) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Oct 2025 | KR Kroger Company (KR) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 03 Oct 2025 | VRSN VeriSign, Inc. - Common Stock (VRS |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 03 Oct 2025 | VRSN VeriSign, Inc. - Common Stock (VRS |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 25 Sep 2025 | AOS A.O. Smith Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | AEE Ameren Corporation Common Stock (A |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | CL Colgate-Palmolive Company Common S |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | DVA DaVita Inc. Common Stock (DVA) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | SRE DBA Sempra Common Stock (SRE) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | EQIX Equinix, Inc. - Common Stock (EQIX |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | KEY KeyCorp Common Stock (KEY) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | LYB LyondellBasell Industries NV Ordin |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | MKC McCormick & Company, Incorporated |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | TAP Molson Coors Beverage Company Clas |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | MNST Monster Beverage Corporation - Com |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 25 Sep 2025 | PAYX Paychex, Inc. - Common Stock (PAYX |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 25 Sep 2025 | PAYC Paycom Software, Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 25 Sep 2025 | ROL Rollins, Inc. Common Stock (ROL) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | UDR UDR, Inc. Common Stock (UDR) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | WEC WEC Energy Group, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 Sep 2025 | XEL Xcel Energy Inc. (XEL) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | AOS A.O. Smith Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | AOS A.O. Smith Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | A Agilent Technologies, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | A Agilent Technologies, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | AEE Ameren Corporation Common Stock (A |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | AEE Ameren Corporation Common Stock (A |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | CL Colgate-Palmolive Company Common S |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | CL Colgate-Palmolive Company Common S |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | DVA DaVita Inc. Common Stock (DVA) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | DVA DaVita Inc. Common Stock (DVA) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | SRE DBA Sempra Common Stock (SRE) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | SRE DBA Sempra Common Stock (SRE) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | EQIX Equinix, Inc. - Common Stock (EQIX |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | EQIX Equinix, Inc. - Common Stock (EQIX |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | KEY KeyCorp Common Stock (KEY) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | KEY KeyCorp Common Stock (KEY) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | LYB LyondellBasell Industries NV Ordin |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | LYB LyondellBasell Industries NV Ordin |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | MKC McCormick & Company, Incorporated |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | MKC McCormick & Company, Incorporated |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | TAP Molson Coors Beverage Company Clas |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | TAP Molson Coors Beverage Company Clas |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | MNST Monster Beverage Corporation - Com |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | MNST Monster Beverage Corporation - Com |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 23 Sep 2025 | PAYX Paychex, Inc. - Common Stock (PAYX |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 23 Sep 2025 | PAYX Paychex, Inc. - Common Stock (PAYX |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 23 Sep 2025 | PAYC Paycom Software, Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 23 Sep 2025 | PAYC Paycom Software, Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 23 Sep 2025 | ROL Rollins, Inc. Common Stock (ROL) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | ROL Rollins, Inc. Common Stock (ROL) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | UDR UDR, Inc. Common Stock (UDR) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | UDR UDR, Inc. Common Stock (UDR) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Sep 2025 | WEC WEC Energy Group, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 23 Sep 2025 | WEC WEC Energy Group, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 16 Sep 2025 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Aug 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | AXP American Express Company Common St |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Aug 2025 | ADI Analog Devices, Inc. - Common Stoc |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Aug 2025 | AJG Arthur J. Gallagher & Co. Common S |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | BAC Bank of America Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | BMY Bristol-Myers Squibb Company Commo |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | COF Capital One Financial Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Aug 2025 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Aug 2025 | CME CME Group Inc. - Class A Common St |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | CMS CMS Energy Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Aug 2025 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Aug 2025 | COP ConocoPhillips Common Stock (COP) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Aug 2025 | DE Deere & Company Common Stock (DE) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | DOV Dover Corporation Common Stock (DO |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 14 Aug 2025 | None Eaton Corporation, PLC Ordinary Sh |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Aug 2025 | EOG EOG Resources, Inc. Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Aug 2025 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Aug 2025 | FIS Fidelity National Information Serv |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Aug 2025 | GD General Dynamics Corporation Commo |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Aug 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Aug 2025 | IBM International Business Machines Co |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Aug 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Aug 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Aug 2025 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | MS Morgan Stanley Common Stock (MS) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Aug 2025 | NXPI NXP Semiconductors N.V. - Common S |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Aug 2025 | PKG Packaging Corporation of America C |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | PH Parker-Hannifin Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | PM Philip Morris International Inc Co |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | PGR Progressive Corporation (PGR) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | RSG Republic Services, Inc. Common Sto |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Aug 2025 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Aug 2025 | STX Seagate Technology Holdings PLC - |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Aug 2025 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Aug 2025 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Aug 2025 | VZ Verizon Communications Inc. Common |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Aug 2025 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | WFC Wells Fargo & Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Aug 2025 | XEL Xcel Energy Inc. (XEL) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 11 Aug 2025 | BLK BlackRock, Inc. Common Stock (BLK) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 11 Aug 2025 | CME CME Group Inc. - Class A Common St |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 04 Aug 2025 | PKG Packaging Corporation of America C |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 29 Jul 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 29 Jul 2025 | STX Seagate Technology Holdings PLC - |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 25 Jul 2025 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 25 Jul 2025 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 25 Jul 2025 | PKG Packaging Corporation of America C |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 25 Jul 2025 | PH Parker-Hannifin Corporation Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 24 Jul 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 22 Jul 2025 | BLK BlackRock, Inc. Common Stock (BLK) |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 22 Jul 2025 | CME CME Group Inc. - Class A Common St |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 22 Jul 2025 | PKG Packaging Corporation of America C |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 22 Jul 2025 | PM Philip Morris International Inc Co |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 21 Jul 2025 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 18 Jul 2025 | SNPS Synopsys, Inc. - Common Stock (SNP |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 18 Jul 2025 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 30 Jun 2025 | PLTR Palantir Technologies Inc. - Class |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 18 Jun 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | -18.1% | — |
| E | BUY | 13 Jun 2025 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | joint | +30.9% | — |
| E | SELL | 19 May 2025 | COF Capital One Financial Corporation |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 15 May 2025 | FIS Fidelity National Information Serv |
$1,001 - $15,000 | joint | -75.4% | yes |
| E | SELL | 15 May 2025 | MS Morgan Stanley Common Stock (MS) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 15 May 2025 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 May 2025 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 02 May 2025 | GD General Dynamics Corporation Commo |
$1,001 - $15,000 | joint | +4.5% | yes |
| C | BUY | 30 Apr 2025 | FIS Fidelity National Information Serv |
$1,001 - $15,000 | joint | -72.7% | yes |
| D | SELL | 22 Apr 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 22 Apr 2025 | FIS Fidelity National Information Serv |
$1,001 - $15,000 | joint | -72.7% | yes |
| E | SELL | 15 Apr 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 11 Apr 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | -25.9% | — |
| E | SELL | 11 Apr 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Apr 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 07 Apr 2025 | ALL Allstate Corporation (ALL) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Apr 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 07 Apr 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 07 Apr 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 07 Apr 2025 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 07 Apr 2025 | AZO AutoZone, Inc. Common Stock (AZO) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | BLBD Blue Bird Corporation - Common Sto |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | CSL Carlisle Companies Incorporated Co |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Apr 2025 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 07 Apr 2025 | CB Chubb Limited Common Stock (CB) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | DFS Discover Financial Services Common |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 07 Apr 2025 | DTM DT Midstream, Inc. Common Stock (D |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 07 Apr 2025 | None Eaton Corporation, PLC Ordinary Sh |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | EQIX Equinix, Inc. - Common Stock (EQIX |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Apr 2025 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 07 Apr 2025 | FI Fiserv, Inc. Common Stock (FI) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | HCA HCA Healthcare, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Apr 2025 | HWM Howmet Aerospace Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 07 Apr 2025 | ISRG Intuitive Surgical, Inc. - Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | JBTM JBT Marel Corporation Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Apr 2025 | LHX L3Harris Technologies, Inc. Common |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 07 Apr 2025 | LRCX Lam Research Corporation - Common |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 07 Apr 2025 | MMC Marsh & McLennan Companies, Inc. C |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | MAS Masco Corporation Common Stock (MA |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 07 Apr 2025 | META Meta Platforms, Inc. - Class A Com |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 07 Apr 2025 | MU Micron Technology, Inc. - Common S |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 07 Apr 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 07 Apr 2025 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | MS Morgan Stanley Common Stock (MS) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 07 Apr 2025 | NFLX Netflix, Inc. - Common Stock (NFLX |
$15,001 - $50,000 | joint | — | yes |
| C | SELL | 07 Apr 2025 | NVDA NVIDIA Corporation - Common Stock |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 07 Apr 2025 | ORCL Oracle Corporation Common Stock (O |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 07 Apr 2025 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 07 Apr 2025 | PNR Pentair plc. Ordinary Share (PNR) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | PGR Progressive Corporation (PGR) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | RJF Raymond James Financial, Inc. Comm |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | RS Reliance, Inc. Common Stock (RS) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Apr 2025 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 07 Apr 2025 | SPGI S&P Global Inc. Common Stock (SPGI |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Apr 2025 | CRM Salesforce, Inc. Common Stock (CRM |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 07 Apr 2025 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | SYK Stryker Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | TMO Thermo Fisher Scientific Inc Commo |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | TXNM TXNM Energy, Inc. Common Stock (TX |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Apr 2025 | UBER Uber Technologies, Inc. Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 07 Apr 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | VICI VICI Properties Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | V Visa Inc. (V) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | GWW W.W. Grainger, Inc. Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | WM Waste Management, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 07 Apr 2025 | WTW Willis Towers Watson Public Limite |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Apr 2025 | WDAY Workday, Inc. - Class A Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 01 Apr 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | -25.9% | — |
| E | SELL | 01 Apr 2025 | A Agilent Technologies, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | APTV Aptiv PLC Ordinary Shares (APTV) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | ANET Arista Networks, Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | BALL Ball Corporation Common Stock (BAL |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | TECH Bio-Techne Corp - Common Stock (TE |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | BA Boeing Company (BA) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | BWA BorgWarner Inc. Common Stock (BWA) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | BMY Bristol-Myers Squibb Company Commo |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | CPT Camden Property Trust Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Apr 2025 | COF Capital One Financial Corporation |
$1,001 - $15,000 | joint | -30.6% | — |
| D | SELL | 01 Apr 2025 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 01 Apr 2025 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | CAG ConAgra Brands, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | COP ConocoPhillips Common Stock (COP) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | STZ Constellation Brands, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | CEG Constellation Energy Corporation - |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | CCI Crown Castle Inc. Common Stock (CC |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | CVS CVS Health Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | DAL Delta Air Lines, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | DLTR Dollar Tree, Inc. - Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 01 Apr 2025 | None Eaton Corporation, PLC Ordinary Sh |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | EIX Edison International Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | EA Electronic Arts Inc. - Common Stoc |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | ES Eversource Energy (ES) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | FDS FactSet Research Systems Inc. Comm |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | FDX FedEx Corporation Common Stock (FD |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | F Ford Motor Company Common Stock (F |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | FCX Freeport-McMoRan, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | GNRC Generac Holdlings Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | GPN Global Payments Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | HAS Hasbro, Inc. - Common Stock (HAS) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | DOC Healthpeak Properties, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | HSIC Henry Schein, Inc. - Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | JBHT J.B. Hunt Transport Services, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | KDP Keurig Dr Pepper Inc. (KDP) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | KMB Kimberly-Clark Corporation Common |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | LHX L3Harris Technologies, Inc. Common |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | LVS Las Vegas Sands Corp. Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | LOW Lowe's Companies, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | MPC Marathon Petroleum Corporation Com |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | MTD Mettler-Toledo International, Inc. |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 01 Apr 2025 | MSFT Microsoft Corporation - Common Sto |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 01 Apr 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | MSCI MSCI Inc. Common Stock (MSCI) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | ON ON Semiconductor Corporation - Com |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 01 Apr 2025 | PLTR Palantir Technologies Inc. - Class |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | PYPL PayPal Holdings, Inc. - Common Sto |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | PEP PepsiCo, Inc. - Common Stock (PEP) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | PEP PepsiCo, Inc. - Common Stock (PEP) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | PLD Prologis, Inc. Common Stock (PLD) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 01 Apr 2025 | PTC PTC Inc. - Common Stock (PTC) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | O Realty Income Corporation Common S |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | REGN Regeneron Pharmaceuticals, Inc. - |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | RSG Republic Services, Inc. Common Sto |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | SBAC SBA Communications Corporation - C |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | SW Smurfit WestRock plc Ordinary Shar |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | SMCI Super Micro Computer, Inc. - Commo |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | SYY Sysco Corporation Common Stock (SY |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | TROW T. Rowe Price Group, Inc. - Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | TGT Target Corporation Common Stock (T |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | TER Teradyne, Inc. (TER) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | SJM The J.M. Smucker Company Common St |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | KHC The Kraft Heinz Company - Common S |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 01 Apr 2025 | TRMB Trimble Inc. - Common Stock (TRMB) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 01 Apr 2025 | UBER Uber Technologies, Inc. Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | VZ Verizon Communications Inc. Common |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | VST Vistra Corp. Common Stock (VST) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Apr 2025 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Apr 2025 | WY Weyerhaeuser Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Apr 2025 | ZTS Zoetis Inc. Class A Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 31 Mar 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 21 Mar 2025 | COF Capital One Financial Corporation |
$1,001 - $15,000 | joint | -5.5% | — |
| C | SELL | 19 Mar 2025 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 19 Mar 2025 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | joint | -48.1% | — |
| E | BUY | 15 Mar 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 14 Mar 2025 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 12 Mar 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | -17.9% | — |
| C | SELL | 12 Mar 2025 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 11 Mar 2025 | SONO Sonos, Inc. - Common Stock (SONO) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 11 Mar 2025 | TSM Taiwan Semiconductor Manufacturing |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 11 Mar 2025 | WBS Webster Financial Corporation Comm |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 03 Mar 2025 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 03 Mar 2025 | A Agilent Technologies, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Mar 2025 | ALC Alcon Inc. Ordinary Shares (ALC) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 03 Mar 2025 | GOOGL Alphabet Inc. - Class A Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 03 Mar 2025 | PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 03 Mar 2025 | TER Teradyne, Inc. (TER) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 03 Mar 2025 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 03 Mar 2025 | PRKS United Parks & Resorts Inc. Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Mar 2025 | ZTS Zoetis Inc. Class A Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 25 Feb 2025 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 25 Feb 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | joint | -15.3% | — |
| E | SELL | 24 Feb 2025 | BLK BlackRock, Inc. Common Stock (BLK) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 24 Feb 2025 | COF Capital One Financial Corporation |
$1,001 - $15,000 | joint | -13.8% | — |
| E | BUY | 24 Feb 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | joint | +29.1% | — |
| E | SELL | 24 Feb 2025 | MS Morgan Stanley Common Stock (MS) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 24 Feb 2025 | PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 24 Feb 2025 | PGR Progressive Corporation (PGR) |
$1,001 - $15,000 | joint | -41.5% | — |
| E | BUY | 24 Feb 2025 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Feb 2025 | COF Capital One Financial Corporation |
$1,001 - $15,000 | joint | -13.8% | — |
| E | SELL | 14 Feb 2025 | CB Chubb Limited Common Stock (CB) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Feb 2025 | PGR Progressive Corporation (PGR) |
$1,001 - $15,000 | joint | -41.5% | — |
| C | BUY | 14 Feb 2025 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | joint | +42.1% | yes |
| D | BUY | 14 Feb 2025 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | joint | — | — |
Click any row for the full trade breakdown.