Trade of the Jefferson Shreve
Republican · IN-6 · House
In-remit alpha 12m
+14.0%
48 buys in their jurisdiction
Everything else
+2.3%
their other buys
$-weighted 12m
+2.0%
all buys, by size
t-stat (12m)
0.77
within the noise
Disclosure lag
61 days
trade → public filing
Est. volume
$7.6M
0 option trades
Trading profile
| Disclosed transactions | 636 across 12 filings |
| Buys / sells | 207 / 427 |
| Distinct securities | 254 |
| Estimated volume | $181.7M |
| Traded in family accounts | 0 of 636 |
| Active | 08 May 2015 – 20 May 2026 |
| Busiest single day | 192 trades 12 May 2025 |
192 transactions on a single day is the signature of a managed account being rebalanced rather than 192 separate decisions — which is why the grades below skew low.
What they buy
| Technology | 55 | |
| Healthcare in remit | 26 | |
| Industrials in remit | 24 | |
| Financials | 23 | |
| Energy | 14 | |
| Pharma | 12 | |
| Materials | 9 | |
| Telecom | 9 |
Committees — what defines their remit
AppropriationsSubcommittees
Homeland SecurityCommerce, Justice, Science, and Related AgenciesTransportation, Housing and Urban Development, and Related AgenciesJurisdiction sectors: defensehealthcareindustrials · access score 0.69
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
0 |
| C |
|
47 |
| D |
|
43 |
| E |
|
334 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| MSFT | 1 | $707.1K | -45.8% |
| NVDA | 2 | $185.5K | +31.7% |
| AVGO | 2 | $185.5K | +70.0% |
| AAPL | 2 | $185.5K | +5.1% |
| INTU | 1 | $158.1K | -70.7% |
| ECL | 1 | $158.1K | -30.1% |
| GE | 2 | $141.4K | +39.0% |
| BLK | 2 | $141.4K | -10.9% |
| TXN | 3 | $125.5K | +27.7% |
| AMD | 3 | $125.5K | +180.3% |
| AMAT | 3 | $125.5K | +146.4% |
| XOM | 2 | $98.1K | +13.7% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| — | BUY | 20 May 2026 | None JP Morgan 3-Year Auto Callable Buf |
$5,000,001 - $25,000,000 | self | — | — |
| — | BUY | 20 May 2026 | None Morgan Stanley 37-Month One-time C |
$1,000,001 - $5,000,000 | self | — | — |
| — | BUY | 17 Feb 2026 | None Prudential RILA - 10% Buffer 3-yea |
$1,000,001 - $5,000,000 | self | — | — |
| — | BUY | 17 Feb 2026 | None Prudential RILA - 10% Buffer 3-yea |
$1,000,001 - $5,000,000 | self | — | — |
| — | BUY | 17 Feb 2026 | None Prudential RILA - 10% Buffer 6-yea |
$1,000,001 - $5,000,000 | self | — | — |
| — | SELL | 09 Feb 2026 | None Brighthouse Buffered Annuity Russe |
$5,000,001 - $25,000,000 | self | — | — |
| — | SELL | 09 Feb 2026 | None Brighthouse Buffered Annuity S&P 5 |
$5,000,001 - $25,000,000 | self | — | — |
| — | BUY | 30 Dec 2025 | None JP Morgan 3-year auto callable buf |
$5,000,001 - $25,000,000 | self | — | — |
| — | BUY | 30 Dec 2025 | None JP Morgan 3-year auto callable buf |
$5,000,001 - $25,000,000 | self | — | — |
| — | BUY | 30 Dec 2025 | None JP Morgan 3-year auto callable buf |
$5,000,001 - $25,000,000 | self | — | — |
| — | BUY | 30 Dec 2025 | None JP Morgan 3-year auto callable buf |
$5,000,001 - $25,000,000 | self | — | — |
| — | BUY | 30 Dec 2025 | None JP Morgan 3-year one-time callable |
$5,000,001 - $25,000,000 | self | — | — |
| — | BUY | 29 Dec 2025 | None Prudential RILA - 10% Buffer 6-yea |
$5,000,001 - $25,000,000 | self | — | — |
| — | BUY | 29 Dec 2025 | None Prudential RILA - 10% Buffer 3-yea |
$5,000,001 - $25,000,000 | self | — | — |
| — | BUY | 29 Dec 2025 | None Prudential RILA - 10% Buffer 3-yea |
$5,000,001 - $25,000,000 | self | — | — |
| — | BUY | 13 Nov 2025 | None Bank of Montreal 13-Month Digital |
$5,000,001 - $25,000,000 | self | — | — |
| — | BUY | 13 Nov 2025 | None JP Morgan 5 year Barrier Note INDU |
$5,000,001 - $25,000,000 | self | — | — |
| — | SELL | 13 May 2025 | None Citigroup Inc 5.875 2033-02-22 |
$50,001 - $100,000 | self | — | — |
| — | SELL | 13 May 2025 | None Colorado St Brd Governors Univ Ent |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Comcast 6.50% maturing 11/15/35 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Connecticut St Spl Tax Oblig Rev 5 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Corpus Christi Tex Indpt Sch Dist |
$50,001 - $100,000 | self | — | — |
| — | SELL | 13 May 2025 | None Cuyahoga Cnty Ohio Economic Dev Re |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Cypress Fairbanks Tex Indpt Sch Di |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Denton Cnty Tex 4.0000 2029-07-15 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Denton Tex 5.0000 2029-02-15 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Denton Tex Indpt Sch Dist 5.0000 2 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None District Columbia Income Tax Rev 5 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Douglas Cnty Neb Sch Dist No001 5. |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Florida St Dept Environmental Prot |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Florida St Dept Transn Fing Corp R |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Fort Bend Tex Indpt Sch Dist 5.00 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None General Motors Financial Company I |
$50,001 - $100,000 | self | — | — |
| — | SELL | 13 May 2025 | None Grand Praire Tex 5.0000 2032-02-15 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Greater Orlando Aviation Auth Orla |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Gregory Portland Tex Indpt Sch Dis |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Houston Tex 5.000 2031-03-01/ 4423 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None JP Morgan 4.912 7-25-33 '32/ 46647 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Kansas City MO 4.0000 2030-02-01 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Lakewood Ohio City Sch Dist 5.0000 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Laredo TEX 5.000 2031-2-15/ 516824 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Las Vegas Nev 4.000 2027-06-01 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Lovejoy Indpt Sch Dist Tex 4.0000 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Maryland St Dept Transn Cons Trans |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Memphis TN 5.0000 2032-05-01 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Memphis-Shelby Cnty TN Indl Dev Br |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Metropolitan Govt Nashville & Davi |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Minnesota ST 5.00 2025-08-01 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Minnesota St 5.00000 2025-08-01 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None New York NY 5.0000 2028-08-01 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None New York NY 5.0000 2033-08-01 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None New York NY City Transitional Fin |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None New York NY Transitional Fin Auth |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Ohio St Spl Oblig 5.0000 2029-04-0 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Ohio St Wtr Dev Auth Wtr Pollution |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Ohio St Wtr Dev Auth Wtr Pollution |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Omaha Pub Pwr Dist Neb Elec Rev 5. |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Oregon St 5.0000 2028-12-01 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Oviedo FLA Util Rev 5.0000 2032-10 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Pierce Cnty Wash Dist No 010 Tacom |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Plano Tex Indpt Sch Dist 5.0000 20 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None PNC Finl Svc 6.875 10/20/34 '33 FR |
$50,001 - $100,000 | self | — | — |
| — | SELL | 13 May 2025 | None Port Tacoma Wash Rev 4.0000 2025- |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Sherman Tex 5.0000 2025-08-15 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None South Jordan Utah Sales Tax Rev 5. |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Southwest Allen Ind Multi Sch Bldg |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Spotsylvania Cnty VA Wtr & Swr Rev |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Texas Tech Univ Revs 5.000 2029- 0 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Tri-cnty Met Transn Dist Ore Rev 5 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Vermillion S D Sch Dist No 13-1 5. |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 May 2025 | None Vistancia Cmnty Facs Dist Arizona |
$50,001 - $100,000 | self | — | — |
| — | SELL | 13 May 2025 | None Washington Cnty Tenn 4.0000 2027- |
$50,001 - $100,000 | self | — | — |
| — | SELL | 13 May 2025 | None Weld Cnty Colo Sch Dist No Re 4.50 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Wells Fargo 5.574 07/25/29 '28 Mtn |
$15,001 - $50,000 | self | — | — |
| — | SELL | 13 May 2025 | None Wells Fargo 6.491 10/23/34 '33 MTN |
$50,001 - $100,000 | self | — | — |
| C | SELL | 12 May 2025 | MMM 3M Company Common Stock (MMM) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | ABT Abbott Laboratories Common Stock ( |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | A Agilent Technologies, Inc. Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | AKAM Akamai Technologies, Inc. - Common |
$15,001 - $50,000 | self | — | — |
| C | SELL | 12 May 2025 | ALB Albemarle Corporation Common Stock |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | ALNY Alnylam Pharmaceuticals, Inc. - Co |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | GOOGL Alphabet Inc. - Class A Common Sto |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | GOOG Alphabet Inc. - Class C Capital St |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$250,001 - $500,000 | self | — | — |
| E | SELL | 12 May 2025 | AEO American Eagle Outfitters, Inc. Co |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | AXP American Express Company Common St |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | AIG American International Group, Inc. |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | AMT American Tower Corporation (AMT) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | AWK American Water Works Company, Inc. |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | AMGN Amgen Inc. - Common Stock (AMGN) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | ADI Analog Devices, Inc. - Common Stoc |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | AMAT Applied Materials, Inc. - Common S |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | APP Applovin Corporation - Class A Com |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | APTV Aptiv PLC Ordinary Shares (APTV) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | ACGL Arch Capital Group Ltd. - Common S |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | ARES Ares Management Corporation Class |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | ANET Arista Networks, Inc. Common Stock |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | T AT&T Inc. (T) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | ADSK Autodesk, Inc. - Common Stock (ADS |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | ADP Automatic Data Processing, Inc. - |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | AZO AutoZone, Inc. Common Stock (AZO) |
$50,001 - $100,000 | self | — | — |
| D | SELL | 12 May 2025 | AXON Axon Enterprise, Inc. - Common Sto |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | BALL Ball Corporation Common Stock (BAL |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | BAC Bank of America Corporation Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | BLK BlackRock, Inc. Common Stock (BLK) |
$50,001 - $100,000 | self | — | — |
| C | SELL | 12 May 2025 | BA Boeing Company (BA) |
$50,001 - $100,000 | self | — | yes |
| E | SELL | 12 May 2025 | BKNG Booking Holdings Inc. - Common Sto |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | BSX Boston Scientific Corporation Comm |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | BMY Bristol-Myers Squibb Company Commo |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | BKE Buckle, Inc. (BKE) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | CDNS Cadence Design Systems, Inc. - Com |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | CCL Carnival Corporation Common Stock |
$15,001 - $50,000 | self | — | — |
| D | SELL | 12 May 2025 | CWST Casella Waste Systems, Inc. - Clas |
$50,001 - $100,000 | self | — | — |
| D | SELL | 12 May 2025 | CAT Caterpillar, Inc. Common Stock (CA |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | CBOE Cboe Global Markets, Inc. (CBOE) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | COR Cencora, Inc. Common Stock (COR) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | CNC Centene Corporation Common Stock ( |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | CRL Charles River Laboratories Interna |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | SCHW Charles Schwab Corporation (SCHW) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | CHTR Charter Communications, Inc. - Cla |
$15,001 - $50,000 | self | — | — |
| D | SELL | 12 May 2025 | LNG Cheniere Energy, Inc. Common Stock |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 12 May 2025 | CVX Chevron Corporation Common Stock ( |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | CMG Chipotle Mexican Grill, Inc. Commo |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | CB Chubb Limited Common Stock (CB) |
$15,001 - $50,000 | self | — | — |
| C | SELL | 12 May 2025 | CTAS Cintas Corporation - Common Stock |
$50,001 - $100,000 | self | — | yes |
| E | SELL | 12 May 2025 | CSCO Cisco Systems, Inc. - Common Stock |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | NET Cloudflare, Inc. Class A Common St |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | CME CME Group Inc. - Class A Common St |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | CNO CNO Financial Group, Inc. Common S |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | KO Coca-Cola Company (KO) |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | COIN Coinbase Global, Inc. - Class A Co |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | CMCSA Comcast Corporation - Class A Comm |
$15,001 - $50,000 | self | — | — |
| D | SELL | 12 May 2025 | COP ConocoPhillips Common Stock (COP) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | CEG Constellation Energy Corporation - |
$15,001 - $50,000 | self | — | — |
| C | SELL | 12 May 2025 | CPRT Copart, Inc. - Common Stock (CPRT) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | CSGP CoStar Group, Inc. - Common Stock |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | COST Costco Wholesale Corporation - Com |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | CTRA Coterra Energy Inc. Common Stock ( |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | CRWD CrowdStrike Holdings, Inc. - Class |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | CCI Crown Castle Inc. Common Stock (CC |
$15,001 - $50,000 | self | — | — |
| D | SELL | 12 May 2025 | CSX CSX Corporation (CSX) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | CVS CVS Health Corporation Common Stoc |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | DHR Danaher Corporation Common Stock ( |
$15,001 - $50,000 | self | — | — |
| C | SELL | 12 May 2025 | DE Deere & Company Common Stock (DE) |
$50,001 - $100,000 | self | — | yes |
| D | SELL | 12 May 2025 | DAL Delta Air Lines, Inc. Common Stock |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 12 May 2025 | DVN Devon Energy Corporation Common St |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | DXCM DexCom, Inc. - Common Stock (DXCM) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | DFS Discover Financial Services Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | DG Dollar General Corporation Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | DASH DoorDash, Inc. - Common Stock (DAS |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | EW Edwards Lifesciences Corporation C |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | ELV Elevance Health, Inc. Common Stock |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | LLY Eli Lilly and Company Common Stock |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | EPAM EPAM Systems, Inc. Common Stock (E |
$15,001 - $50,000 | self | — | — |
| C | SELL | 12 May 2025 | EXPO Exponent, Inc. - Common Stock (EXP |
$15,001 - $50,000 | self | — | yes |
| C | SELL | 12 May 2025 | XOM Exxon Mobil Corporation Common Sto |
$50,001 - $100,000 | self | — | yes |
| E | SELL | 12 May 2025 | FIS Fidelity National Information Serv |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | BUSE First Busey Corporation - Common S |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | FI Fiserv, Inc. Common Stock (FI) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | FTNT Fortinet, Inc. - Common Stock (FTN |
$15,001 - $50,000 | self | — | — |
| C | SELL | 12 May 2025 | GE GE Aerospace Common Stock (GE) |
$50,001 - $100,000 | self | — | yes |
| C | SELL | 12 May 2025 | GEV GE Vernova Inc. Common Stock (GEV) |
$50,001 - $100,000 | self | — | yes |
| E | SELL | 12 May 2025 | GM General Motors Company Common Stoc |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | GILD Gilead Sciences, Inc. - Common Sto |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | GS Goldman Sachs Group, Inc. (GS) |
$15,001 - $50,000 | self | — | — |
| C | SELL | 12 May 2025 | HAL Halliburton Company Common Stock ( |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | THG Hanover Insurance Group Inc (THG) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | HIW Highwoods Properties, Inc. Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | HOMB Home BancShares, Inc. Common Stock |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | HD Home Depot, Inc. (HD) |
$15,001 - $50,000 | self | — | — |
| C | SELL | 12 May 2025 | HUBB Hubbell Inc Common Stock (HUBB) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | IDA IDACORP, Inc. Common Stock (IDA) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | IDXX IDEXX Laboratories, Inc. - Common |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | IBM International Business Machines Co |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | INTU Intuit Inc. - Common Stock (INTU) |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | ISRG Intuitive Surgical, Inc. - Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | JNJ Johnson & Johnson Common Stock (JN |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | JPM JP Morgan Chase & Co. Common Stock |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | KR Kroger Company (KR) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | LRCX Lam Research Corporation - Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | LEN Lennar Corporation Class A Common |
$15,001 - $50,000 | self | — | — |
| C | SELL | 12 May 2025 | LIN Linde plc - Ordinary Shares (LIN) |
$50,001 - $100,000 | self | — | yes |
| E | SELL | 12 May 2025 | LFUS Littelfuse, Inc. - Common Stock (L |
$15,001 - $50,000 | self | — | — |
| D | SELL | 12 May 2025 | LMT Lockheed Martin Corporation Common |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | LOW Lowe's Companies, Inc. Common Stoc |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | LULU lululemon athletica inc. - Common |
$15,001 - $50,000 | self | — | — |
| D | SELL | 12 May 2025 | MPC Marathon Petroleum Corporation Com |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | MRVL Marvell Technology, Inc. - Common |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | MA Mastercard Incorporated Common Sto |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | MTCH Match Group, Inc. - Common Stock ( |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | MCD McDonald's Corporation Common Stoc |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | MCK McKesson Corporation Common Stock |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | META Meta Platforms, Inc. - Class A Com |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | MSFT Microsoft Corporation - Common Sto |
$500,001 - $1,000,000 | self | — | — |
| E | SELL | 12 May 2025 | MSTR MicroStrategy Incorporated - Class |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | NDAQ Nasdaq, Inc. - Common Stock (NDAQ) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | NFLX Netflix, Inc. - Common Stock (NFLX |
$100,001 - $250,000 | self | — | — |
| D | SELL | 12 May 2025 | NEM Newmont Corporation (NEM) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | NEE NextEra Energy, Inc. Common Stock |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | NI NiSource Inc Common Stock (NI) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | NVDA NVIDIA Corporation - Common Stock |
$500,001 - $1,000,000 | self | — | — |
| D | SELL | 12 May 2025 | OXY Occidental Petroleum Corporation C |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 12 May 2025 | OGE OGE Energy Corp Common Stock (OGE) |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | ORI Old Republic International Corpora |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | ORCL Oracle Corporation Common Stock (O |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | PLTR Palantir Technologies Inc. - Class |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | PANW Palo Alto Networks, Inc. (PANW) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | PYPL PayPal Holdings, Inc. - Common Sto |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | PEP Pepsico, Inc. (PEP) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | PM Philip Morris International Inc Co |
$100,001 - $250,000 | self | — | — |
| D | SELL | 12 May 2025 | PSX Phillips 66 Common Stock (PSX) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | PRI Primerica, Inc. Common Stock (PRI) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | PG Procter & Gamble Company (PG) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | PGR Progressive Corporation (PGR) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | PRU Prudential Financial, Inc. Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | PHM PulteGroup, Inc. Common Stock (PHM |
$15,001 - $50,000 | self | — | — |
| C | SELL | 12 May 2025 | PWR Quanta Services, Inc. Common Stock |
$50,001 - $100,000 | self | — | yes |
| E | SELL | 12 May 2025 | RPD Rapid7, Inc. - Common Stock (RPD) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | O Realty Income Corporation Common S |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | RLI RLI Corp. Common Stock (RLI) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | ROST Ross Stores, Inc. - Common Stock ( |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | RCL Royal Caribbean Cruises Ltd. Commo |
$50,001 - $100,000 | self | — | — |
| C | SELL | 12 May 2025 | RGLD Royal Gold, Inc. - Common Stock (R |
$50,001 - $100,000 | self | — | yes |
| D | SELL | 12 May 2025 | RTX RTX Corporation Common Stock (RTX) |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 12 May 2025 | RUSHB Rush Enterprises, Inc. - Class B C |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | SPGI S&P Global Inc. Common Stock (SPGI |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | CRM Salesforce, Inc. Common Stock (CRM |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | SBAC SBA Communications Corporation - C |
$50,001 - $100,000 | self | — | — |
| C | SELL | 12 May 2025 | SNDR Schneider National, Inc. Common St |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 12 May 2025 | SHW Sherwin-Williams Company (SHW) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | SNOW Snowflake Inc. Class A Common Stoc |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | SPOT Spotify Technology S.A. Ordinary S |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | SYK Stryker Corporation Common Stock ( |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | SNPS Synopsys, Inc. - Common Stock (SNP |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | SYY Sysco Corporation Common Stock (SY |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | TTWO Take-Two Interactive Software, Inc |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | TXN Texas Instruments Incorporated - C |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | CG The Carlyle Group Inc. - Common St |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | CI The Cigna Group Common Stock (CI) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | SJM The J.M. Smucker Company Common St |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | TTD The Trade Desk, Inc. - Class A Com |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | TJX TJX Companies, Inc. (TJX) |
$50,001 - $100,000 | self | — | — |
| C | SELL | 12 May 2025 | TT Trane Technologies plc (TT) |
$50,001 - $100,000 | self | — | yes |
| D | SELL | 12 May 2025 | TDG Transdigm Group Incorporated Commo |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | UBER Uber Technologies, Inc. Common Sto |
$50,001 - $100,000 | self | — | — |
| D | SELL | 12 May 2025 | UNP Union Pacific Corporation Common S |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 12 May 2025 | UCB United Community Banks, Inc. Commo |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | UVSP Univest Financial Corporation - Co |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | VZ Verizon Communications Inc. Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | VRTX Vertex Pharmaceuticals Incorporate |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | V Visa Inc. (V) |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | WMT Walmart Inc. Common Stock (WMT) |
$100,001 - $250,000 | self | — | — |
| E | SELL | 12 May 2025 | DIS Walt Disney Company (DIS) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | WBD Warner Bros. Discovery, Inc. - Ser |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | WFC Wells Fargo & Company Common Stock |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | WELL Welltower Inc. Common Stock (WELL) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | WDC Western Digital Corporation - Comm |
$15,001 - $50,000 | self | — | — |
| C | SELL | 12 May 2025 | WMB Williams Companies, Inc. (WMB) |
$50,001 - $100,000 | self | — | yes |
| E | SELL | 12 May 2025 | WDAY Workday, Inc. - Class A Common Sto |
$50,001 - $100,000 | self | — | — |
| E | SELL | 12 May 2025 | ZTS Zoetis Inc. Class A Common Stock ( |
$15,001 - $50,000 | self | — | — |
| E | SELL | 12 May 2025 | ZM Zoom Communications, Inc. - Class |
$15,001 - $50,000 | self | — | — |
| E | BUY | 08 May 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$15,001 - $50,000 | self | -72.4% | — |
| E | BUY | 08 May 2025 | AMD Advanced Micro Devices, Inc. - Com |
$15,001 - $50,000 | self | +273.8% | — |
| E | BUY | 08 May 2025 | AEO American Eagle Outfitters, Inc. Co |
$15,001 - $50,000 | self | +65.4% | — |
| E | BUY | 08 May 2025 | AXP American Express Company Common St |
$15,001 - $50,000 | self | -9.7% | — |
| E | SELL | 08 May 2025 | AON Aon plc Class A Ordinary Shares (A |
$15,001 - $50,000 | self | — | — |
| E | SELL | 08 May 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$500,001 - $1,000,000 | self | — | — |
| E | SELL | 08 May 2025 | AMAT Applied Materials, Inc. - Common S |
$50,001 - $100,000 | self | — | — |
| E | SELL | 08 May 2025 | APTV Aptiv PLC Ordinary Shares (APTV) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 08 May 2025 | BALL Ball Corporation Common Stock (BAL |
$15,001 - $50,000 | self | — | — |
| E | BUY | 08 May 2025 | BAC Bank of America Corporation Common |
$15,001 - $50,000 | self | +5.7% | — |
| E | SELL | 08 May 2025 | BLK BlackRock, Inc. Common Stock (BLK) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 08 May 2025 | XYZ Block, Inc. Class A Common Stock, |
$15,001 - $50,000 | self | — | — |
| E | BUY | 08 May 2025 | CCL Carnival Corporation Common Stock |
$15,001 - $50,000 | self | -0.3% | — |
| E | BUY | 08 May 2025 | CRL Charles River Laboratories Interna |
$15,001 - $50,000 | self | +3.0% | — |
| D | SELL | 08 May 2025 | CVX Chevron Corporation Common Stock ( |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 08 May 2025 | CTAS Cintas Corporation - Common Stock |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 08 May 2025 | COIN Coinbase Global, Inc. - Class A Co |
$15,001 - $50,000 | self | -72.3% | — |
| E | BUY | 08 May 2025 | CEG Constellation Energy Corporation - |
$15,001 - $50,000 | self | -35.9% | — |
| E | SELL | 08 May 2025 | CTRA Coterra Energy Inc. Common Stock ( |
$15,001 - $50,000 | self | — | — |
| D | BUY | 08 May 2025 | DVN Devon Energy Corporation Common St |
$15,001 - $50,000 | self | +3.0% | yes |
| E | BUY | 08 May 2025 | DXCM DexCom, Inc. - Common Stock (DXCM) |
$15,001 - $50,000 | self | -38.5% | — |
| C | SELL | 08 May 2025 | ECL Ecolab Inc. Common Stock (ECL) |
$100,001 - $250,000 | self | — | yes |
| C | BUY | 08 May 2025 | GE GE Aerospace Common Stock (GE) |
$50,001 - $100,000 | self | +25.1% | yes |
| E | BUY | 08 May 2025 | GS Goldman Sachs Group, Inc. (GS) |
$15,001 - $50,000 | self | +50.0% | — |
| C | BUY | 08 May 2025 | HAL Halliburton Company Common Stock ( |
$15,001 - $50,000 | self | +35.9% | yes |
| E | SELL | 08 May 2025 | HNI HNI Corporation Common Stock (HNI) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 08 May 2025 | HD Home Depot, Inc. (HD) |
$50,001 - $100,000 | self | — | — |
| E | BUY | 08 May 2025 | ISRG Intuitive Surgical, Inc. - Common |
$15,001 - $50,000 | self | -45.3% | — |
| E | BUY | 08 May 2025 | LEN Lennar Corporation Class A Common |
$15,001 - $50,000 | self | -40.3% | — |
| E | SELL | 08 May 2025 | MRVL Marvell Technology, Inc. - Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 08 May 2025 | MDT Medtronic plc. Ordinary Shares (MD |
$15,001 - $50,000 | self | — | — |
| E | BUY | 08 May 2025 | MSFT Microsoft Corporation - Common Sto |
$500,001 - $1,000,000 | self | -45.8% | — |
| E | BUY | 08 May 2025 | NVDA NVIDIA Corporation - Common Stock |
$100,001 - $250,000 | self | +15.9% | — |
| D | BUY | 08 May 2025 | OXY Occidental Petroleum Corporation C |
$15,001 - $50,000 | self | -11.0% | yes |
| E | BUY | 08 May 2025 | ORCL Oracle Corporation Common Stock (O |
$15,001 - $50,000 | self | -43.5% | — |
| E | BUY | 08 May 2025 | PANW Palo Alto Networks, Inc. (PANW) |
$15,001 - $50,000 | self | +21.1% | — |
| E | BUY | 08 May 2025 | CRM Salesforce, Inc. Common Stock (CRM |
$15,001 - $50,000 | self | -65.3% | — |
| E | SELL | 08 May 2025 | TXN Texas Instruments Incorporated - C |
$15,001 - $50,000 | self | — | — |
| E | BUY | 08 May 2025 | TTD The Trade Desk, Inc. - Class A Com |
$15,001 - $50,000 | self | -98.3% | — |
| D | SELL | 08 May 2025 | TDG Transdigm Group Incorporated Commo |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 08 May 2025 | UPS United Parcel Service, Inc. Common |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 08 May 2025 | UNH UnitedHealth Group Incorporated Co |
$15,001 - $50,000 | self | — | — |
| E | BUY | 08 May 2025 | DIS Walt Disney Company (DIS) |
$15,001 - $50,000 | self | -34.9% | — |
| E | SELL | 08 May 2025 | WDAY Workday, Inc. - Class A Common Sto |
$15,001 - $50,000 | self | — | — |
| E | SELL | 17 Apr 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$50,001 - $100,000 | self | — | — |
| E | BUY | 17 Apr 2025 | A Agilent Technologies, Inc. Common |
$15,001 - $50,000 | self | -24.7% | — |
| E | BUY | 17 Apr 2025 | AMAT Applied Materials, Inc. - Common S |
$50,001 - $100,000 | self | +148.3% | — |
| E | BUY | 17 Apr 2025 | ARES Ares Management Corporation Class |
$50,001 - $100,000 | self | -53.1% | — |
| E | BUY | 17 Apr 2025 | ADSK Autodesk, Inc. - Common Stock (ADS |
$15,001 - $50,000 | self | -47.3% | — |
| E | SELL | 17 Apr 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$100,001 - $250,000 | self | — | — |
| D | BUY | 17 Apr 2025 | CAT Caterpillar, Inc. Common Stock (CA |
$15,001 - $50,000 | self | +146.9% | yes |
| E | BUY | 17 Apr 2025 | CMG Chipotle Mexican Grill, Inc. Commo |
$50,001 - $100,000 | self | -68.3% | — |
| D | BUY | 17 Apr 2025 | CSX CSX Corporation (CSX) |
$15,001 - $50,000 | self | +25.7% | yes |
| E | SELL | 17 Apr 2025 | BUSE First Busey Corporation - Common S |
$15,001 - $50,000 | self | — | — |
| C | SELL | 17 Apr 2025 | FBIN Fortune Brands Innovations, Inc. C |
$15,001 - $50,000 | self | — | yes |
| C | SELL | 17 Apr 2025 | HEI.A Heico Corporation Common Stock (HE |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 17 Apr 2025 | LFUS Littelfuse, Inc. - Common Stock (L |
$15,001 - $50,000 | self | +100.4% | — |
| E | SELL | 17 Apr 2025 | LULU lululemon athletica inc. - Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 17 Apr 2025 | MRK Merck & Company, Inc. Common Stock |
$15,001 - $50,000 | self | — | — |
| E | SELL | 17 Apr 2025 | META Meta Platforms, Inc. - Class A Com |
$15,001 - $50,000 | self | — | — |
| E | BUY | 17 Apr 2025 | NEE NextEra Energy, Inc. Common Stock |
$15,001 - $50,000 | self | +7.9% | — |
| E | BUY | 17 Apr 2025 | ROST Ross Stores, Inc. - Common Stock ( |
$15,001 - $50,000 | self | +27.4% | — |
| E | BUY | 17 Apr 2025 | SPGI S&P Global Inc. Common Stock (SPGI |
$50,001 - $100,000 | self | -48.3% | — |
| E | SELL | 17 Apr 2025 | STAG Stag Industrial, Inc. Common Stock |
$15,001 - $50,000 | self | — | — |
| E | BUY | 17 Apr 2025 | SYK Stryker Corporation Common Stock ( |
$15,001 - $50,000 | self | -56.3% | — |
| E | BUY | 17 Apr 2025 | SNPS Synopsys, Inc. - Common Stock (SNP |
$50,001 - $100,000 | self | -25.7% | — |
| E | SELL | 17 Apr 2025 | CG The Carlyle Group Inc. - Common St |
$15,001 - $50,000 | self | — | — |
| D | SELL | 17 Apr 2025 | UPS United Parcel Service, Inc. Common |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 17 Apr 2025 | WDC Western Digital Corporation - Comm |
$15,001 - $50,000 | self | +947.7% | — |
| E | SELL | 17 Apr 2025 | ZTS Zoetis Inc. Class A Common Stock ( |
$15,001 - $50,000 | self | — | — |
| — | SELL | 14 Apr 2025 | None Pembroke Pines FL Cap Impt Re 5.00 |
$1,001 - $15,000 | self | — | — |
| E | BUY | 11 Apr 2025 | AMGN Amgen Inc. - Common Stock (AMGN) |
$15,001 - $50,000 | self | -5.3% | — |
| E | BUY | 11 Apr 2025 | AMAT Applied Materials, Inc. - Common S |
$15,001 - $50,000 | self | +148.3% | — |
| E | SELL | 11 Apr 2025 | XYZ Block, Inc. Class A Common Stock, |
$15,001 - $50,000 | self | — | — |
| E | SELL | 11 Apr 2025 | CLX Clorox Company (CLX) |
$15,001 - $50,000 | self | — | — |
| D | BUY | 11 Apr 2025 | COP ConocoPhillips Common Stock (COP) |
$15,001 - $50,000 | self | -2.1% | yes |
| E | BUY | 11 Apr 2025 | CCI Crown Castle Inc. Common Stock (CC |
$15,001 - $50,000 | self | -40.1% | — |
| C | SELL | 11 Apr 2025 | HRI Herc Holdings Inc. Common Stock (H |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 11 Apr 2025 | KEYS Keysight Technologies Inc. Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 11 Apr 2025 | LGIH LGI Homes, Inc. - Common Stock (LG |
$15,001 - $50,000 | self | — | — |
| C | BUY | 11 Apr 2025 | LMT Lockheed Martin Corporation Common |
$15,001 - $50,000 | self | -22.2% | yes |
| E | BUY | 11 Apr 2025 | LOW Lowe's Companies, Inc. Common Stoc |
$15,001 - $50,000 | self | -27.2% | — |
| E | BUY | 11 Apr 2025 | MCD McDonald's Corporation Common Stoc |
$15,001 - $50,000 | self | -41.5% | — |
| E | BUY | 11 Apr 2025 | NFLX Netflix, Inc. - Common Stock (NFLX |
$15,001 - $50,000 | self | -55.4% | — |
| C | SELL | 11 Apr 2025 | NSC Norfolk Southern Corporation Commo |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 11 Apr 2025 | PFE Pfizer, Inc. Common Stock (PFE) |
$15,001 - $50,000 | self | — | — |
| C | SELL | 11 Apr 2025 | SLB Schlumberger N.V. Common Stock (SL |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 11 Apr 2025 | SPOT Spotify Technology S.A. Ordinary S |
$15,001 - $50,000 | self | -68.3% | — |
| E | SELL | 11 Apr 2025 | STAG Stag Industrial, Inc. Common Stock |
$50,001 - $100,000 | self | — | — |
| E | BUY | 11 Apr 2025 | WMT Walmart Inc. Common Stock (WMT) |
$15,001 - $50,000 | self | +4.2% | — |
| E | SELL | 11 Apr 2025 | WY Weyerhaeuser Company Common Stock |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$50,001 - $100,000 | self | — | — |
| E | BUY | 07 Apr 2025 | AKAM Akamai Technologies, Inc. - Common |
$15,001 - $50,000 | self | +46.3% | — |
| C | BUY | 07 Apr 2025 | ALB Albemarle Corporation Common Stock |
$15,001 - $50,000 | self | +227.1% | yes |
| E | SELL | 07 Apr 2025 | AXP American Express Company Common St |
$15,001 - $50,000 | self | — | — |
| E | BUY | 07 Apr 2025 | AWK American Water Works Company, Inc. |
$15,001 - $50,000 | self | -43.5% | — |
| E | BUY | 07 Apr 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$100,001 - $250,000 | self | +16.3% | — |
| E | BUY | 07 Apr 2025 | APP Applovin Corporation - Class A Com |
$15,001 - $50,000 | self | +4.9% | — |
| E | BUY | 07 Apr 2025 | APTV Aptiv PLC Ordinary Shares (APTV) |
$15,001 - $50,000 | self | -37.8% | — |
| E | BUY | 07 Apr 2025 | ANET Arista Networks, Inc. Common Stock |
$15,001 - $50,000 | self | +29.2% | — |
| E | SELL | 07 Apr 2025 | AVB AvalonBay Communities, Inc. Common |
$15,001 - $50,000 | self | — | — |
| E | BUY | 07 Apr 2025 | BALL Ball Corporation Common Stock (BAL |
$15,001 - $50,000 | self | -16.4% | — |
| E | SELL | 07 Apr 2025 | BAC Bank of America Corporation Common |
$50,001 - $100,000 | self | — | — |
| E | BUY | 07 Apr 2025 | BLK BlackRock, Inc. Common Stock (BLK) |
$50,001 - $100,000 | self | -12.7% | — |
| E | BUY | 07 Apr 2025 | BKNG Booking Holdings Inc. - Common Sto |
$15,001 - $50,000 | self | -50.4% | — |
| E | SELL | 07 Apr 2025 | BC Brunswick Corporation Common Stock |
$15,001 - $50,000 | self | — | — |
| E | BUY | 07 Apr 2025 | BKE Buckle, Inc. (BKE) |
$15,001 - $50,000 | self | +23.3% | — |
| E | SELL | 07 Apr 2025 | CCL Carnival Corporation Common Stock |
$15,001 - $50,000 | self | — | — |
| E | BUY | 07 Apr 2025 | CBOE Cboe Global Markets, Inc. (CBOE) |
$15,001 - $50,000 | self | +21.1% | — |
| C | SELL | 07 Apr 2025 | LNG Cheniere Energy, Inc. Common Stock |
$15,001 - $50,000 | self | — | yes |
| C | BUY | 07 Apr 2025 | CVX Chevron Corporation Common Stock ( |
$15,001 - $50,000 | self | +4.9% | yes |
| C | BUY | 07 Apr 2025 | CTAS Cintas Corporation - Common Stock |
$50,001 - $100,000 | self | -53.4% | yes |
| E | SELL | 07 Apr 2025 | CFG Citizens Financial Group, Inc. Com |
$15,001 - $50,000 | self | — | — |
| D | BUY | 07 Apr 2025 | COP ConocoPhillips Common Stock (COP) |
$15,001 - $50,000 | self | -2.1% | yes |
| E | SELL | 07 Apr 2025 | DHR Danaher Corporation Common Stock ( |
$15,001 - $50,000 | self | — | — |
| D | SELL | 07 Apr 2025 | DVN Devon Energy Corporation Common St |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 07 Apr 2025 | DXCM DexCom, Inc. - Common Stock (DXCM) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | DFS Discover Financial Services Common |
$15,001 - $50,000 | self | — | — |
| C | BUY | 07 Apr 2025 | ECL Ecolab Inc. Common Stock (ECL) |
$100,001 - $250,000 | self | -30.1% | yes |
| E | BUY | 07 Apr 2025 | EW Edwards Lifesciences Corporation C |
$15,001 - $50,000 | self | -24.6% | — |
| D | BUY | 07 Apr 2025 | XOM Exxon Mobil Corporation Common Sto |
$15,001 - $50,000 | self | +7.9% | yes |
| E | BUY | 07 Apr 2025 | FIS Fidelity National Information Serv |
$15,001 - $50,000 | self | -74.7% | — |
| C | SELL | 07 Apr 2025 | FCX Freeport-McMoRan, Inc. Common Stoc |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 07 Apr 2025 | GE GE Aerospace Common Stock (GE) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 07 Apr 2025 | GEN Gen Digital Inc. - Common Stock (G |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | GS Goldman Sachs Group, Inc. (GS) |
$15,001 - $50,000 | self | — | — |
| C | SELL | 07 Apr 2025 | HAL Halliburton Company Common Stock ( |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 07 Apr 2025 | HOG Harley-Davidson, Inc. Common Stock |
$15,001 - $50,000 | self | — | — |
| C | BUY | 07 Apr 2025 | HRI Herc Holdings Inc. Common Stock (H |
$15,001 - $50,000 | self | -21.4% | yes |
| E | SELL | 07 Apr 2025 | HLT Hilton Worldwide Holdings Inc. Com |
$15,001 - $50,000 | self | — | — |
| E | BUY | 07 Apr 2025 | HOMB Home BancShares, Inc. Common Stock |
$15,001 - $50,000 | self | -36.3% | — |
| E | BUY | 07 Apr 2025 | HD Home Depot, Inc. (HD) |
$15,001 - $50,000 | self | -41.8% | — |
| C | SELL | 07 Apr 2025 | HON Honeywell International Inc. (HON) |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 07 Apr 2025 | IDXX IDEXX Laboratories, Inc. - Common |
$50,001 - $100,000 | self | -17.5% | — |
| E | SELL | 07 Apr 2025 | INTC Intel Corporation - Common Stock ( |
$15,001 - $50,000 | self | — | — |
| C | SELL | 07 Apr 2025 | IFF International Flavors & Fragrances |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 07 Apr 2025 | INTU Intuit Inc. - Common Stock (INTU) |
$100,001 - $250,000 | self | -70.7% | — |
| E | SELL | 07 Apr 2025 | ISRG Intuitive Surgical, Inc. - Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | LRCX Lam Research Corporation - Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | LECO Lincoln Electric Holdings, Inc. - |
$15,001 - $50,000 | self | — | — |
| C | BUY | 07 Apr 2025 | LIN Linde plc - Ordinary Shares (LIN) |
$50,001 - $100,000 | self | -21.9% | yes |
| E | BUY | 07 Apr 2025 | LULU lululemon athletica inc. - Common |
$15,001 - $50,000 | self | -85.4% | — |
| E | BUY | 07 Apr 2025 | MRVL Marvell Technology, Inc. - Common |
$50,001 - $100,000 | self | +153.3% | — |
| E | SELL | 07 Apr 2025 | MA Mastercard Incorporated Common Sto |
$15,001 - $50,000 | self | — | — |
| E | BUY | 07 Apr 2025 | MTCH Match Group, Inc. - Common Stock ( |
$15,001 - $50,000 | self | +4.5% | — |
| E | SELL | 07 Apr 2025 | META Meta Platforms, Inc. - Class A Com |
$100,001 - $250,000 | self | — | — |
| E | SELL | 07 Apr 2025 | MCHP Microchip Technology Incorporated |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | MU Micron Technology, Inc. - Common S |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | MSFT Microsoft Corporation - Common Sto |
$250,001 - $500,000 | self | — | — |
| E | SELL | 07 Apr 2025 | MS Morgan Stanley Common Stock (MS) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | NVDA NVIDIA Corporation - Common Stock |
$50,001 - $100,000 | self | — | — |
| D | SELL | 07 Apr 2025 | OXY Occidental Petroleum Corporation C |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 07 Apr 2025 | ORCL Oracle Corporation Common Stock (O |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | PANW Palo Alto Networks, Inc. (PANW) |
$15,001 - $50,000 | self | — | — |
| E | BUY | 07 Apr 2025 | PYPL PayPal Holdings, Inc. - Common Sto |
$15,001 - $50,000 | self | -67.3% | — |
| E | BUY | 07 Apr 2025 | PEP Pepsico, Inc. (PEP) |
$15,001 - $50,000 | self | -9.1% | — |
| C | BUY | 07 Apr 2025 | PSX Phillips 66 Common Stock (PSX) |
$15,001 - $50,000 | self | +29.1% | yes |
| E | SELL | 07 Apr 2025 | PLD Prologis, Inc. Common Stock (PLD) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | QCOM QUALCOMM Incorporated - Common Sto |
$15,001 - $50,000 | self | — | — |
| E | BUY | 07 Apr 2025 | RPD Rapid7, Inc. - Common Stock (RPD) |
$15,001 - $50,000 | self | -104.5% | — |
| E | SELL | 07 Apr 2025 | REGN Regeneron Pharmaceuticals, Inc. - |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | RGEN Repligen Corporation - Common Stoc |
$15,001 - $50,000 | self | — | — |
| C | BUY | 07 Apr 2025 | RGLD Royal Gold, Inc. - Common Stock (R |
$15,001 - $50,000 | self | +1.4% | yes |
| E | SELL | 07 Apr 2025 | CRM Salesforce, Inc. Common Stock (CRM |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | SNDK Sandisk Corporation - Common Stock |
$15,001 - $50,000 | self | — | — |
| C | BUY | 07 Apr 2025 | SNDR Schneider National, Inc. Common St |
$15,001 - $50,000 | self | +4.4% | yes |
| D | BUY | 07 Apr 2025 | STAG Stag Industrial, Inc. Common Stock |
$50,001 - $100,000 | self | -12.7% | — |
| E | SELL | 07 Apr 2025 | SBUX Starbucks Corporation - Common Sto |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | TGT Target Corporation Common Stock (T |
$15,001 - $50,000 | self | — | — |
| E | BUY | 07 Apr 2025 | TXN Texas Instruments Incorporated - C |
$50,001 - $100,000 | self | +42.3% | — |
| E | BUY | 07 Apr 2025 | CG The Carlyle Group Inc. - Common St |
$50,001 - $100,000 | self | -8.0% | — |
| E | SELL | 07 Apr 2025 | TTD The Trade Desk, Inc. - Class A Com |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | TMO Thermo Fisher Scientific Inc Commo |
$15,001 - $50,000 | self | — | — |
| E | BUY | 07 Apr 2025 | TJX TJX Companies, Inc. (TJX) |
$15,001 - $50,000 | self | -10.0% | — |
| C | BUY | 07 Apr 2025 | TT Trane Technologies plc (TT) |
$50,001 - $100,000 | self | -16.6% | yes |
| D | BUY | 07 Apr 2025 | TDG Transdigm Group Incorporated Commo |
$15,001 - $50,000 | self | -38.4% | yes |
| E | BUY | 07 Apr 2025 | UBER Uber Technologies, Inc. Common Sto |
$15,001 - $50,000 | self | -40.6% | — |
| C | BUY | 07 Apr 2025 | UPS United Parcel Service, Inc. Common |
$50,001 - $100,000 | self | -20.9% | yes |
| E | BUY | 07 Apr 2025 | UNH UnitedHealth Group Incorporated Co |
$15,001 - $50,000 | self | -30.4% | — |
| D | SELL | 07 Apr 2025 | VLO Valero Energy Corporation Common S |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 07 Apr 2025 | V Visa Inc. (V) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | VST Vistra Corp. Common Stock (VST) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 07 Apr 2025 | DIS Walt Disney Company (DIS) |
$15,001 - $50,000 | self | — | — |
| E | BUY | 07 Apr 2025 | WDAY Workday, Inc. - Class A Common Sto |
$15,001 - $50,000 | self | -82.3% | — |
| E | BUY | 07 Apr 2025 | ZTS Zoetis Inc. Class A Common Stock ( |
$15,001 - $50,000 | self | -79.6% | — |
| E | SELL | 31 Mar 2025 | ACN Accenture plc Class A Ordinary Sha |
$15,001 - $50,000 | self | — | — |
| E | BUY | 31 Mar 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$50,001 - $100,000 | self | +133.6% | — |
| D | SELL | 31 Mar 2025 | APD Air Products and Chemicals, Inc. C |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 31 Mar 2025 | AKAM Akamai Technologies, Inc. - Common |
$15,001 - $50,000 | self | -10.1% | — |
| E | BUY | 31 Mar 2025 | ADI Analog Devices, Inc. - Common Stoc |
$15,001 - $50,000 | self | +64.0% | — |
| E | BUY | 31 Mar 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$15,001 - $50,000 | self | -6.2% | — |
| E | BUY | 31 Mar 2025 | BLK BlackRock, Inc. Common Stock (BLK) |
$50,001 - $100,000 | self | -9.2% | — |
| E | BUY | 31 Mar 2025 | XYZ Block, Inc. Class A Common Stock, |
$50,001 - $100,000 | self | -9.5% | — |
| E | SELL | 31 Mar 2025 | CZR Caesars Entertainment, Inc. - Comm |
$15,001 - $50,000 | self | — | — |
| E | SELL | 31 Mar 2025 | COIN Coinbase Global, Inc. - Class A Co |
$15,001 - $50,000 | self | — | — |
| E | BUY | 31 Mar 2025 | CMCSA Comcast Corporation - Class A Comm |
$15,001 - $50,000 | self | -35.2% | — |
| E | SELL | 31 Mar 2025 | CEG Constellation Energy Corporation - |
$15,001 - $50,000 | self | — | — |
| E | SELL | 31 Mar 2025 | COST Costco Wholesale Corporation - Com |
$15,001 - $50,000 | self | — | — |
| C | SELL | 31 Mar 2025 | DD DuPont de Nemours, Inc. Common Sto |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 31 Mar 2025 | EPAM EPAM Systems, Inc. Common Stock (E |
$15,001 - $50,000 | self | -44.7% | — |
| E | BUY | 31 Mar 2025 | GILD Gilead Sciences, Inc. - Common Sto |
$15,001 - $50,000 | self | +9.6% | — |
| E | BUY | 31 Mar 2025 | HOG Harley-Davidson, Inc. Common Stock |
$15,001 - $50,000 | self | -23.6% | — |
| E | BUY | 31 Mar 2025 | HNI HNI Corporation Common Stock (HNI) |
$15,001 - $50,000 | self | -41.3% | — |
| E | BUY | 31 Mar 2025 | HD Home Depot, Inc. (HD) |
$15,001 - $50,000 | self | -30.9% | — |
| C | BUY | 31 Mar 2025 | HUBB Hubbell Inc Common Stock (HUBB) |
$15,001 - $50,000 | self | +25.2% | yes |
| C | SELL | 31 Mar 2025 | IEX IDEX Corporation Common Stock (IEX |
$15,001 - $50,000 | self | — | yes |
| C | SELL | 31 Mar 2025 | ITT ITT Inc. Common Stock (ITT) |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 31 Mar 2025 | LRCX Lam Research Corporation - Common |
$50,001 - $100,000 | self | +270.7% | — |
| E | SELL | 31 Mar 2025 | LAZ Lazard, Inc. Common Stock (LAZ) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 31 Mar 2025 | LEN Lennar Corporation Class A Common |
$15,001 - $50,000 | self | — | — |
| E | SELL | 31 Mar 2025 | NKE Nike, Inc. Common Stock (NKE) |
$15,001 - $50,000 | self | — | — |
| D | BUY | 31 Mar 2025 | NSC Norfolk Southern Corporation Commo |
$15,001 - $50,000 | self | +9.2% | yes |
| D | SELL | 31 Mar 2025 | NUE Nucor Corporation Common Stock (NU |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 31 Mar 2025 | NVDA NVIDIA Corporation - Common Stock |
$100,001 - $250,000 | self | — | — |
| D | BUY | 31 Mar 2025 | PWR Quanta Services, Inc. Common Stock |
$15,001 - $50,000 | self | +87.0% | yes |
| E | BUY | 31 Mar 2025 | RPD Rapid7, Inc. - Common Stock (RPD) |
$15,001 - $50,000 | self | -106.7% | — |
| E | SELL | 31 Mar 2025 | NOW ServiceNow, Inc. Common Stock (NOW |
$50,001 - $100,000 | self | — | — |
| E | SELL | 31 Mar 2025 | SPG Simon Property Group, Inc. Common |
$50,001 - $100,000 | self | — | — |
| E | BUY | 31 Mar 2025 | TXN Texas Instruments Incorporated - C |
$15,001 - $50,000 | self | +20.4% | — |
| E | BUY | 31 Mar 2025 | TTD The Trade Desk, Inc. - Class A Com |
$15,001 - $50,000 | self | -88.2% | — |
| E | BUY | 31 Mar 2025 | UCB United Community Banks, Inc. Commo |
$15,001 - $50,000 | self | +16.4% | — |
| E | BUY | 31 Mar 2025 | UNH UnitedHealth Group Incorporated Co |
$15,001 - $50,000 | self | -74.8% | — |
| E | SELL | 31 Mar 2025 | VICR Vicor Corporation - Common Stock ( |
$15,001 - $50,000 | self | — | — |
| E | SELL | 13 Mar 2025 | A Agilent Technologies, Inc. Common |
$15,001 - $50,000 | self | — | — |
| E | BUY | 13 Mar 2025 | AIG American International Group, Inc. |
$15,001 - $50,000 | self | -34.2% | — |
| E | BUY | 13 Mar 2025 | AON Aon plc Class A Ordinary Shares (A |
$15,001 - $50,000 | self | -43.7% | — |
| E | BUY | 13 Mar 2025 | AMAT Applied Materials, Inc. - Common S |
$15,001 - $50,000 | self | +142.7% | — |
| E | SELL | 13 Mar 2025 | ARES Ares Management Corporation Class |
$15,001 - $50,000 | self | — | — |
| E | SELL | 13 Mar 2025 | ADSK Autodesk, Inc. - Common Stock (ADS |
$15,001 - $50,000 | self | — | — |
| E | BUY | 13 Mar 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$15,001 - $50,000 | self | +78.3% | — |
| E | BUY | 13 Mar 2025 | CZR Caesars Entertainment, Inc. - Comm |
$15,001 - $50,000 | self | -26.2% | — |
| D | SELL | 13 Mar 2025 | CAT Caterpillar, Inc. Common Stock (CA |
$15,001 - $50,000 | self | — | yes |
Click any row for the full trade breakdown.