Lisa C. McClain
house Republican MI
M001136
1061 trades tracked · 1059 spouse · 603 late filings · avg lag 66.4d
Official site ↗Committees
- House Committee on Financial Services
- House Committee on Education and Workforce
- HSED13
- HSED02
- HSBA10
- HSBA16
Est. volume
$11,086,000
Range midpoints
Buys / Sells
624 / 437
Spouse share
99.8%
Late (>45d)
603
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag |
|---|---|---|---|---|---|---|---|
| Jun 17, 2025 | BRKL ↗ | Brookline Bancorp, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | BWXT ↗ | BWX Technologies, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Dec 11, 2024 | CTAS ↗ | Cintas Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 17, 2025 | CYTK ↗ | Cytokinetics, Incorporated - Common Stoc... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | ELS ↗ | Equity Lifestyle Properties, Inc. Common... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 10, 2025 | JPM ↗ | JP Morgan Chase & Co. Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jun 9, 2025 | JPM ↗ | JP Morgan Chase & Co. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jul 22, 2025 | LULU ↗ | lululemon athletica inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 22, 2025 | MEDP ↗ | Medpace Holdings, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 10, 2025 | MNST ↗ | Monster Beverage Corporation - Common St... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | RS ↗ | Reliance, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | RGEN ↗ | Repligen Corporation - Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | RGEN ↗ | Repligen Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | SBCF ↗ | Seacoast Banking Corporation of Florida ... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | SCI ↗ | Service Corporation International Common... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 16, 2025 | SCI ↗ | Service Corporation International Common... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 9, 2025 | NOW ↗ | ServiceNow, Inc. Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 17, 2025 | NOW ↗ | ServiceNow, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Feb 5, 2025 | NOW ↗ | ServiceNow, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 189d |
| Jul 22, 2025 | SBUX ↗ | Starbucks Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 17, 2025 | VST ↗ | Vistra Corp. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 9, 2025 | VNT ↗ | Vontier Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 10, 2025 | VNT ↗ | Vontier Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jun 11, 2025 | VOYA ↗ | Voya Financial, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 16, 2025 | WRB ↗ | W.R. Berkley Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | WMT ↗ | Walmart Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | WM ↗ | Waste Management, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | WM ↗ | Waste Management, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 16, 2025 | WAT ↗ | Waters Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | WSO ↗ | Watsco, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | WDFC ↗ | WD-40 Company - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 16, 2025 | WDFC ↗ | WD-40 Company - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Dec 11, 2024 | ZTS ↗ | Zoetis Inc. Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jul 22, 2025 | ASML ↗ | ASML Holding N.V. - New York Registry Sh... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 10, 2025 | T ↗ | AT&T Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 11, 2025 | BHP ↗ | BHP Group Limited American Depositary Sh... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Feb 5, 2025 | ETN ↗ | Eaton Corporation, PLC Ordinary Shares | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 189d |
| Mar 13, 2025 | ETN ↗ | Eaton Corporation, PLC Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 153d |
| Dec 11, 2024 | ETN ↗ | Eaton Corporation, PLC Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 10, 2025 | EC ↗ | Ecopetrol S.A. American Depositary Share... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jun 24, 2025 | GSK ↗ | GSK plc American Depositary Shares | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 9, 2025 | HD ↗ | Home Depot, Inc. | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 24, 2025 | INFY ↗ | Infosys Limited American Depositary Shar... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 9, 2025 | ISRG ↗ | Intuitive Surgical, Inc. - Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jul 16, 2025 | ISRG ↗ | Intuitive Surgical, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jul 10, 2025 | ISRG ↗ | Intuitive Surgical, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | JPM ↗ | JP Morgan Chase & Co. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 10, 2025 | KMI ↗ | Kinder Morgan, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 6, 2025 | N/A | LANSE CREUSE MICH PU GO 5% 05/01/2039 CA... | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 68d |
| Jun 17, 2025 | JD ↗ | JD.com, Inc. - American Depositary Share... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | KDP ↗ | Keurig Dr Pepper Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | LI ↗ | Li Auto Inc. - American Depositary Share... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 24, 2025 | LIN ↗ | Linde plc - Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 24, 2025 | MCD ↗ | McDonald's Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 24, 2025 | MRK ↗ | Merck & Company, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 22, 2025 | MMSI ↗ | Merit Medical Systems, Inc. - Common Sto... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 11, 2025 | MTG ↗ | MGIC Investment Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | MTG ↗ | MGIC Investment Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | NEM ↗ | Newmont Corporation | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | NOK ↗ | Nokia Corporation Sponsored American Dep... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | NVS ↗ | Novartis AG Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 10, 2025 | NVO ↗ | Novo Nordisk A/S Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | ORCL ↗ | Oracle Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | NVDA ↗ | NVIDIA Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 10, 2025 | NVDA ↗ | NVIDIA Corporation - Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jun 24, 2025 | VRSN ↗ | VeriSign, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | WDAY ↗ | Workday, Inc. - Class A Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 23, 2025 | ADBE ↗ | Adobe Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 51d |
| Jul 10, 2025 | ADBE ↗ | Adobe Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | ADC ↗ | Agree Realty Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | ALK ↗ | Alaska Air Group, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | ACI ↗ | Albertsons Companies, Inc. Class A Commo... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 10, 2025 | ACN ↗ | Accenture plc Class A Ordinary Shares | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 24, 2025 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 11, 2025 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 10, 2025 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jan 31, 2025 | N/A | Bloomfield Charter 5%38 DB LTX Due 04/01... | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 194d |
| Jun 9, 2025 | BUD ↗ | Anheuser-Busch Inbev SA Sponsored ADR | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jul 16, 2025 | BUD ↗ | Anheuser-Busch Inbev SA Sponsored ADR | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 9, 2025 | ASML ↗ | ASML Holding N.V. - New York Registry Sh... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 24, 2025 | LYB ↗ | LyondellBasell Industries NV Ordinary Sh... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 6, 2024 | NVDA ↗ | NVIDIA Corporation - Common Stock | Purchase | Spouse | $50,001 - $100,000 | Aug 13, 2025 | 433d |
| Jun 17, 2025 | NWG ↗ | NatWest Group plc American Depositary Sh... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | MGY ↗ | Magnolia Oil & Gas Corporation Class A C... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | NTES ↗ | NetEase, Inc. - American Depositary Shar... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Dec 11, 2024 | PANW ↗ | Palo Alto Networks, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 9, 2025 | PANW ↗ | Palo Alto Networks, Inc. | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Feb 5, 2025 | N/A | Romeo Mich CMNTY SC 4%33 GO UTX Due 05/0... | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 189d |
| Jun 6, 2025 | N/A | ROMEO MICH CMNTY SCH GO 4% 05/01/2033 CA... | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 68d |
| Jul 16, 2025 | PANW ↗ | Palo Alto Networks, Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 10, 2025 | SAP ↗ | SAP SE ADS | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jul 22, 2025 | SAP ↗ | SAP SE ADS | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 11, 2025 | SFM ↗ | Sprouts Farmers Market, Inc. - Common St... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Dec 11, 2024 | SNPS ↗ | Synopsys, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 24, 2025 | TM ↗ | Toyota Motor Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | TNL ↗ | Travel Leisure Co. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 9, 2025 | UBSI ↗ | United Bankshares, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 17, 2025 | UPS ↗ | United Parcel Service, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | STWD ↗ | STARWOOD PROPERTY TRUST, INC. Starwood P... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | PLTR ↗ | Palantir Technologies Inc. - Class A Com... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | EPAM ↗ | EPAM Systems, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 11, 2025 | AAL ↗ | American Airlines Group, Inc. - Common S... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 11, 2025 | CNM ↗ | Core & Main, Inc. Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | COST ↗ | Costco Wholesale Corporation - Common St... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | FFIN ↗ | First Financial Bankshares, Inc. - Commo... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | FHB ↗ | First Hawaiian, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | FLO ↗ | Flowers Foods, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 22, 2025 | IT ↗ | Gartner, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 11, 2025 | GATX ↗ | GATX Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 24, 2025 | HMC ↗ | Honda Motor Company, Ltd. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 11, 2025 | HMN ↗ | Horace Mann Educators Corporation Common... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 22, 2025 | HRL ↗ | Hormel Foods Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 16, 2025 | HRL ↗ | Hormel Foods Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | L ↗ | Loews Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 6, 2025 | N/A | MICHIGAN ST TRUNK LI REV 5% 11/15/2033 C... | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 68d |
| Jun 11, 2025 | FIZZ ↗ | National Beverage Corp. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | FIZZ ↗ | National Beverage Corp. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | CHRD ↗ | Chord Energy Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 10, 2025 | CW ↗ | Curtiss-Wright Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | CTRA ↗ | Coterra Energy Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 16, 2025 | CUZ ↗ | Cousins Properties Incorporated Common S... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 11, 2025 | DG ↗ | Dollar General Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 10, 2025 | GIS ↗ | General Mills, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | GNW ↗ | Genworth Financial Inc Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | GNW ↗ | Genworth Financial Inc Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | HAS ↗ | Hasbro, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | HDB ↗ | HDFC Bank Limited Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | NOC ↗ | Northrop Grumman Corporation Common Stoc... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | NOC ↗ | Northrop Grumman Corporation Common Stoc... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | NWE ↗ | NorthWestern Energy Group, Inc. - Common... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | ATR ↗ | AptarGroup, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | ARMK ↗ | Aramark Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | DBX ↗ | Dropbox, Inc. - Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 24, 2025 | HUM ↗ | Humana Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | H ↗ | Hyatt Hotels Corporation Class A Common ... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 9, 2025 | FCPT ↗ | Four Corners Property Trust, Inc. Common... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jul 10, 2025 | JKHY ↗ | Jack Henry & Associates, Inc. - Common S... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 11, 2024 | SEE ↗ | Sealed Air Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 428d |
| Jun 17, 2025 | SIGI ↗ | Selective Insurance Group, Inc. - Common... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | SIGI ↗ | Selective Insurance Group, Inc. - Common... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 16, 2025 | TFX ↗ | Teleflex Incorporated Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 11, 2025 | THC ↗ | Tenet Healthcare Corporation Common Stoc... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | TXRH ↗ | Texas Roadhouse, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | BK ↗ | The Bank of New York Mellon Corporation ... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | UL ↗ | Unilever PLC Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | UNP ↗ | Union Pacific Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jan 22, 2025 | NXPI ↗ | NXP Semiconductors N.V. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 203d |
| Jun 24, 2025 | NWG ↗ | NatWest Group plc American Depositary Sh... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 11, 2025 | BUD ↗ | Anheuser-Busch Inbev SA Sponsored ADR | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 22, 2025 | BAX ↗ | Baxter International Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 17, 2025 | BTI ↗ | British American Tobacco Industries, p.l... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | BC ↗ | Brunswick Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 11, 2025 | CNO ↗ | CNO Financial Group, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 22, 2025 | CNH ↗ | CNH Industrial N.V. Common Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 10, 2025 | CTSH ↗ | Cognizant Technology Solutions Corporati... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | COHR ↗ | Coherent Corp. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | CNM ↗ | Core & Main, Inc. Class A Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Dec 11, 2024 | LLY ↗ | Eli Lilly and Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 10, 2025 | MCO ↗ | Moody's Corporation Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jul 10, 2025 | OKTA ↗ | Okta, Inc. - Class A Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | OKTA ↗ | Okta, Inc. - Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | OVV ↗ | Ovintiv Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | SNN ↗ | Smith & Nephew SNATS, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 9, 2025 | SNN ↗ | Smith & Nephew SNATS, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 11, 2025 | MIDD ↗ | The Middleby Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 22, 2025 | UL ↗ | Unilever PLC Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Mar 20, 2025 | VRT ↗ | Vertiv Holdings, LLC Class A Common Stoc... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 146d |
| Jun 17, 2025 | WSFS ↗ | WSFS Financial Corporation - Common Stoc... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 9, 2025 | WYNN ↗ | Wynn Resorts, Limited - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Feb 12, 2025 | N/A | Wyoming Mich Pub SC 4%35 GO UTX Due 05/3... | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 182d |
| Jun 17, 2025 | BF-B ↗ | Brown Forman Inc Class B Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | ROST ↗ | Ross Stores, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | CHD ↗ | Church & Dwight Company, Inc. Common Sto... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | DOCU ↗ | DocuSign, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 16, 2025 | A ↗ | Agilent Technologies, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 9, 2025 | BRKL ↗ | Brookline Bancorp, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 24, 2025 | AGCO ↗ | AGCO Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | CHD ↗ | Church & Dwight Company, Inc. Common Sto... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | GGG ↗ | Graco Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | GFI ↗ | Gold Fields Limited American Depositary ... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Dec 11, 2024 | GS ↗ | Goldman Sachs Group, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Feb 11, 2025 | N/A | Grandville Mich PUB 5%38 GO LTX Due 10/0... | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 183d |
| Jul 16, 2025 | SCHW ↗ | Charles Schwab Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jul 10, 2025 | WPC ↗ | W. P. Carey Inc. REIT | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Dec 11, 2024 | V ↗ | Visa Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Nov 8, 2024 | SMR ↗ | NuScale Power Corporation Class A Common... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 278d |
| Mar 11, 2024 | AMD ↗ | Advanced Micro Devices, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 520d |
| Nov 8, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 278d |
| Jun 6, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Compa... | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 433d |
| Mar 11, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Compa... | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 520d |
| Nov 7, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Compa... | Purchase | Spouse | $100,001 - $250,000 | Aug 13, 2025 | 279d |
| Jun 17, 2025 | CIEN ↗ | Ciena Corporation | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | EQNR ↗ | Equinor ASA | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 24, 2025 | GFI ↗ | Gold Fields Limited American Depositary ... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | AMD ↗ | Advanced Micro Devices, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | BABA ↗ | Alibaba Group Holding Limited American D... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 17, 2025 | BABA ↗ | Alibaba Group Holding Limited American D... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 9, 2025 | BABA ↗ | Alibaba Group Holding Limited American D... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 24, 2025 | GOOGL ↗ | Alphabet Inc. - Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Dec 11, 2024 | GOOGL ↗ | Alphabet Inc. - Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 17, 2025 | AIG ↗ | American International Group, Inc. New C... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 16, 2025 | ADP ↗ | Automatic Data Processing, Inc. - Common... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Dec 11, 2024 | BKR ↗ | Baker Hughes Company - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 17, 2025 | BAC ↗ | Bank of America Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | BDX ↗ | Becton, Dickinson and Company Common Sto... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | BJ ↗ | BJ's Wholesale Club Holdings, Inc. Commo... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | BKH ↗ | Black Hills Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | BP ↗ | BP p.l.c. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | CPB ↗ | Campbell Soup Company Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | BC ↗ | Brunswick Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | CSL ↗ | Carlisle Companies Incorporated Common S... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | CSCO ↗ | Cisco Systems, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 24, 2025 | COP ↗ | ConocoPhillips Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 9, 2025 | CRGY ↗ | Crescent Energy Company Class A Common S... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 24, 2025 | CRGY ↗ | Crescent Energy Company Class A Common S... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | DHI ↗ | D.R. Horton, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | DRI ↗ | Darden Restaurants, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 16, 2025 | DE ↗ | Deere & Company Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | DAL ↗ | Delta Air Lines, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | DUOL ↗ | Duolingo, Inc. - Class A Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | DUOL ↗ | Duolingo, Inc. - Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 10, 2025 | DT ↗ | Dynatrace, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | HSBC ↗ | HSBC Holdings, plc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 16, 2025 | PECO ↗ | Phillips Edison & Company, Inc. - Common... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Dec 11, 2024 | COST ↗ | Costco Wholesale Corporation - Common St... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 9, 2025 | FNB ↗ | F.N.B. Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 17, 2025 | GIS ↗ | General Mills, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | ITW ↗ | Illinois Tool Works Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | IBM ↗ | International Business Machines Corporat... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | KMI ↗ | Kinder Morgan, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 17, 2025 | KRG ↗ | Kite Realty Group Trust Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | KRG ↗ | Kite Realty Group Trust Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 11, 2025 | LNC ↗ | Lincoln National Corporation Common Stoc... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | LNC ↗ | Lincoln National Corporation Common Stoc... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 16, 2025 | MUFG ↗ | Mitsubishi UFJ Financial Group, Inc. Com... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | AMZN ↗ | Amazon.com, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Aug 4, 2025 | AMZN ↗ | Amazon.com, Inc. - Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 9d |
| Jun 9, 2025 | AMZN ↗ | Amazon.com, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Dec 11, 2024 | AMZN ↗ | Amazon.com, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 17, 2025 | AXP ↗ | American Express Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 10, 2025 | AIG ↗ | American International Group, Inc. New C... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 24, 2025 | AMGN ↗ | Amgen Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Mar 20, 2025 | ANET ↗ | Arista Networks, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 146d |
| Jun 11, 2025 | AWI ↗ | Armstrong World Industries Inc Common St... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | AWI ↗ | Armstrong World Industries Inc Common St... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Dec 11, 2024 | AJG ↗ | Arthur J. Gallagher & Co. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jul 10, 2025 | ADSK ↗ | Autodesk, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | AVTR ↗ | Avantor, Inc. Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | AVNT ↗ | Avient Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 24, 2025 | BDX ↗ | Becton, Dickinson and Company Common Sto... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 24, 2025 | BTI ↗ | British American Tobacco Industries, p.l... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 11, 2025 | AVGO ↗ | Broadcom Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jan 22, 2025 | AVGO ↗ | Broadcom Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 203d |
| Jun 24, 2025 | DT ↗ | Dynatrace, Inc. Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | EME ↗ | EMCOR Group, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | CBU ↗ | Community Financial System, Inc. Common ... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 16, 2025 | CRWD ↗ | CrowdStrike Holdings, Inc. - Class A Com... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 24, 2025 | CMI ↗ | Cummins Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 22, 2025 | CW ↗ | Curtiss-Wright Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Mar 12, 2025 | EMR ↗ | Emerson Electric Company Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 154d |
| Jul 22, 2025 | EHC ↗ | Encompass Health Corporation Common Stoc... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 9, 2025 | FBRT ↗ | Franklin BSP Realty Trust, Inc. Common S... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 11, 2025 | FBRT ↗ | Franklin BSP Realty Trust, Inc. Common S... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 11, 2025 | GME ↗ | GameStop Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | SBUX ↗ | Starbucks Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | SF ↗ | Stifel Financial Corporation Common Stoc... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Mar 20, 2025 | SYY ↗ | Sysco Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 146d |
| Jun 11, 2025 | CPB ↗ | The Campbell's Company - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 24, 2025 | SJM ↗ | The J.M. Smucker Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | MIDD ↗ | The Middleby Corporation - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Mar 28, 2025 | TTD ↗ | The Trade Desk, Inc. - Class A Common St... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 138d |
| Feb 21, 2025 | TTD ↗ | The Trade Desk, Inc. - Class A Common St... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 173d |
| Dec 11, 2024 | TTD ↗ | The Trade Desk, Inc. - Class A Common St... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Dec 11, 2024 | TMO ↗ | Thermo Fisher Scientific Inc Common Stoc... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 10, 2025 | TMO ↗ | Thermo Fisher Scientific Inc Common Stoc... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jun 17, 2025 | TRN ↗ | Trinity Industries, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Feb 21, 2025 | UBER ↗ | Uber Technologies, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 173d |
| Jun 11, 2025 | UBSI ↗ | United Bankshares, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 11, 2025 | UNM ↗ | Unum Group Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Dec 11, 2024 | VRTX ↗ | Vertex Pharmaceuticals Incorporated - Co... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 11, 2025 | VRTX ↗ | Vertex Pharmaceuticals Incorporated - Co... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 10, 2025 | VRTX ↗ | Vertex Pharmaceuticals Incorporated - Co... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jun 24, 2025 | JD ↗ | JD.com, Inc. - American Depositary Share... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 10, 2025 | NGG ↗ | National Grid Transco, PLC National Grid... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 24, 2025 | NGG ↗ | National Grid Transco, PLC National Grid... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 11, 2025 | NTES ↗ | NetEase, Inc. - American Depositary Shar... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 22, 2025 | NTES ↗ | NetEase, Inc. - American Depositary Shar... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 6, 2024 | AMD ↗ | Advanced Micro Devices, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 433d |
| Jun 11, 2025 | TKR ↗ | Timken Company | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 10, 2025 | PDD ↗ | PDD Holdings Inc. - American Depositary ... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jul 22, 2025 | ROP ↗ | Roper Technologies, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 17, 2025 | N/A | Autodesk, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | N/A | Avient Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | AVGO ↗ | Broadcom Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 10, 2025 | CUZ ↗ | Cousins Properties Incorporated Common S... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 24, 2025 | GMED ↗ | Globus Medical, Inc. Class A Common Stoc... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 11, 2025 | HQY ↗ | HealthEquity, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | HOMB ↗ | Home BancShares, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | INTU ↗ | Intuit Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 11, 2025 | HTH ↗ | Hilltop Holdings Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Dec 11, 2024 | ISRG ↗ | Intuitive Surgical, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 24, 2025 | JNJ ↗ | Johnson & Johnson Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 11, 2025 | JPM ↗ | JP Morgan Chase & Co. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 11, 2025 | PATK ↗ | Patrick Industries, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | N/A | Patrick Industries, Inc. - Common | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 16, 2025 | LIN ↗ | Linde plc - Ordinary Shares | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | LYG ↗ | Lloyds Banking Group Plc American Deposi... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 16, 2025 | NEM ↗ | Newmont Corporation | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 11, 2025 | NOK ↗ | Nokia Corporation Sponsored American Dep... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 16, 2025 | PGR ↗ | Progressive Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 9, 2025 | SHEL ↗ | Shell PLC American Depositary Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Feb 21, 2025 | SHW ↗ | Sherwin-Williams Company | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 173d |
| Dec 11, 2024 | SHW ↗ | Sherwin-Williams Company | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 6, 2025 | N/A | SWARTZ CREEK MICH CM GO 5% 05/01/2039 CA... | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 68d |
| Mar 13, 2025 | N/A | Swartz Creek Mich CM GO 5% Due 05/01/203... | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 153d |
| Jul 16, 2025 | FUN ↗ | Six Flags Entertainment Corporation Comm... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 24, 2025 | SGI ↗ | Somnigroup International Inc. Common Sto... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | SBSI ↗ | Southside Bancshares, Inc. - Common Stoc... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 9, 2025 | SBSI ↗ | Southside Bancshares, Inc. - Common Stoc... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 17, 2025 | SHW ↗ | Sherwin-Williams Company | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Dec 11, 2024 | SHOP ↗ | Shopify Inc. - Class A Subordinate Votin... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 9, 2025 | SHOP ↗ | Shopify Inc. - Class A Subordinate Votin... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 17, 2025 | SONY ↗ | Sony Group Corporation American Deposita... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | SONY ↗ | Sony Group Corporation American Deposita... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 11, 2025 | STWD ↗ | STARWOOD PROPERTY TRUST, INC. Starwood P... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | HON ↗ | Honeywell International Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | FR ↗ | First Industrial Realty Trust, Inc. Comm... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | GPI ↗ | Group 1 Automotive, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 17, 2025 | GPK ↗ | Graphic Packaging Holding Company | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 10, 2025 | HLN ↗ | Haleon plc American Depositary Shares | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jul 10, 2025 | PG ↗ | Procter & Gamble Company | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 24, 2025 | PG ↗ | Procter & Gamble Company | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 16, 2025 | PRGS ↗ | Progress Software Corporation - Common S... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jul 10, 2025 | PRGS ↗ | Progress Software Corporation - Common S... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jul 10, 2025 | PGR ↗ | Progressive Corporation | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jul 10, 2025 | PWR ↗ | Quanta Services, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jul 22, 2025 | RRC ↗ | Range Resources Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 24, 2025 | RBA ↗ | RB Global, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | RF ↗ | Regions Financial Corporation Common Sto... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | RS ↗ | Reliance, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 22, 2025 | RVTY ↗ | Revvity, Inc. Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 22, 2025 | RGLD ↗ | Royal Gold, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Mar 21, 2025 | CRM ↗ | Salesforce, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 145d |
| Jul 16, 2025 | SLB ↗ | Schlumberger N.V. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jul 22, 2025 | SLB ↗ | Schlumberger N.V. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 17, 2025 | SEE ↗ | Sealed Air Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Dec 11, 2024 | NOW ↗ | ServiceNow, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 17, 2025 | VOYA ↗ | Voya Financial, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | ZTS ↗ | Zoetis Inc. Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 10, 2024 | ASML ↗ | ASML Holding N.V. - New York Registry Sh... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 429d |
| Jun 17, 2025 | ASML ↗ | ASML Holding N.V. - New York Registry Sh... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | AZN ↗ | AstraZeneca PLC - American Depositary Sh... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 9, 2025 | AZN ↗ | AstraZeneca PLC - American Depositary Sh... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 17, 2025 | T ↗ | AT&T Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Feb 10, 2025 | N/A | Grand Rapids Mich 5%34 GO LTX Due 10/01/... | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 184d |
| Jul 10, 2025 | SCHW ↗ | Charles Schwab Corporation | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 24, 2025 | CHE ↗ | Chemed Corp | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | CNH ↗ | CNH Industrial N.V. Common Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | CNH ↗ | CNH Industrial N.V. Common Shares | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Feb 18, 2025 | N/A | Lanse Creuse Mich P 5%39 | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 176d |
| Feb 5, 2025 | N/A | Macomb Inter SCH DI 5%36 GO UTX Due 5/01... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 189d |
| Jun 6, 2025 | N/A | MACOMB INTER SCH DIS GO 5% 05/01/2036 CA... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 68d |
| Jun 17, 2025 | GSK ↗ | GSK plc American Depositary Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | INFY ↗ | Infosys Limited American Depositary Shar... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | EMN ↗ | Eastman Chemical Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Feb 5, 2025 | DT ↗ | Dynatrace, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 189d |
| Jun 10, 2025 | DELL ↗ | Dell Technologies Inc. Class C Common St... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jun 24, 2025 | DE ↗ | Deere & Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Dec 11, 2024 | CMG ↗ | Chipotle Mexican Grill, Inc. Common Stoc... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Mar 20, 2025 | CMG ↗ | Chipotle Mexican Grill, Inc. Common Stoc... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 146d |
| Jun 24, 2025 | CVX ↗ | Chevron Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | CVX ↗ | Chevron Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 9, 2025 | NVDA ↗ | NVIDIA Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Dec 11, 2024 | HD ↗ | Home Depot, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jul 16, 2025 | HD ↗ | Home Depot, Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | HTH ↗ | Hilltop Holdings Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | ESNT ↗ | Essent Group Ltd. Common Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | ESNT ↗ | Essent Group Ltd. Common Shares | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | BCO ↗ | Brinks Company | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 6, 2025 | N/A | BLOOMFIELD CHARTER T REV 5% 04/01/2038 C... | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 68d |
| Dec 11, 2024 | TJX ↗ | TJX Companies, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Dec 11, 2024 | BSX ↗ | Boston Scientific Corporation Common Sto... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 9, 2025 | N/A | Berkshire Hathaway Inc. New | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jul 22, 2025 | BHP ↗ | BHP Group Limited American Depositary Sh... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 10, 2025 | PEN ↗ | Penumbra, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | BCS ↗ | Barclays PLC Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 10, 2025 | EC ↗ | Ecopetrol S.A. American Depositary Share... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jul 16, 2025 | EG ↗ | Everest Group, Ltd. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | FTV ↗ | Fortive Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | FCPT ↗ | Four Corners Property Trust, Inc. Common... | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 16, 2025 | FCPT ↗ | Four Corners Property Trust, Inc. Common... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | JNJ ↗ | Johnson & Johnson Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jan 30, 2025 | N/A | Kalamazoo Mich WTR 5%29 WTR UTIL Due 09/... | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 195d |
| Jun 6, 2025 | N/A | KALAMAZOO MICH WTR R REV 5% 09/01/2029 | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 68d |
| Aug 4, 2025 | ALV ↗ | Autoliv, Inc. Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 9d |
| Jul 22, 2025 | AZN ↗ | AstraZeneca PLC - American Depositary Sh... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 16, 2025 | PFE ↗ | Pfizer, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 24, 2025 | PM ↗ | Philip Morris International Inc Common S... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 16, 2025 | NICE ↗ | NICE Ltd - American Depositary Shares ea... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 9, 2025 | NWE ↗ | NorthWestern Energy Group, Inc. - Common... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 17, 2025 | NCLH ↗ | Norwegian Cruise Line Holdings Ltd. Ordi... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | NOVT ↗ | Novanta Inc. - Common Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 17, 2025 | N/A | Equitable Holdings, Inc. Common | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | EXC ↗ | Exelon Corporation | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Aug 4, 2025 | AJG ↗ | Arthur J. Gallagher & Co. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 9d |
| Jun 9, 2025 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 17, 2025 | ALLE ↗ | Allegion plc Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Oct 23, 2024 | AMD ↗ | Advanced Micro Devices, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 294d |
| Jul 22, 2025 | NYT ↗ | New York Times Company | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 11, 2025 | X ↗ | United States Steel Corporation Common S... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 20, 2025 | X ↗ | United States Steel Corporation Common S... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 54d |
| Jun 11, 2025 | UTHR ↗ | United Therapeutics Corporation - Common... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 10, 2025 | TSLA ↗ | Tesla, Inc. - Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 24, 2025 | SBUX ↗ | Starbucks Corporation - Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Dec 11, 2024 | META ↗ | Meta Platforms, Inc. - Class A Common St... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 24, 2025 | GIS ↗ | General Mills, Inc. Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Dec 11, 2024 | ECL ↗ | Ecolab Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 17, 2025 | EBAY ↗ | eBay Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 24, 2025 | CL ↗ | Colgate-Palmolive Company Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 24, 2025 | KO ↗ | Coca-Cola Company | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 10, 2025 | KO ↗ | Coca-Cola Company | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jul 16, 2025 | CTSH ↗ | Cognizant Technology Solutions Corporati... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | CPRI ↗ | Capri Holdings Limited Ordinary Shares | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 10, 2025 | AVGO ↗ | Broadcom Inc. - Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jun 11, 2025 | N/A | Black Hills Corporation Common | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Dec 11, 2024 | ANET ↗ | Arista Networks, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 9, 2025 | AMED ↗ | Amedisys Inc - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 17, 2025 | ABBV ↗ | AbbVie Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 9, 2025 | EC ↗ | Ecopetrol S.A. American Depositary Share... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jul 10, 2025 | VZ ↗ | Verizon Communications Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 17, 2025 | VRSN ↗ | VeriSign, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | VRE ↗ | Veris Residential, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 10, 2025 | USFD ↗ | US Foods Holding Corp. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 24, 2025 | TXRH ↗ | Texas Roadhouse, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 22, 2025 | TPL ↗ | Texas Pacific Land Corporation Common St... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 17, 2025 | TXN ↗ | Texas Instruments Incorporated - Common ... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 9, 2025 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Mar 12, 2025 | NOW ↗ | ServiceNow, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 154d |
| Jul 22, 2025 | RGEN ↗ | Repligen Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 24, 2025 | ING ↗ | ING Group, N.V. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jul 22, 2025 | AMAT ↗ | Applied Materials, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Dec 11, 2024 | AAPL ↗ | Apple Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 9, 2025 | AAPL ↗ | Apple Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jul 22, 2025 | AAPL ↗ | Apple Inc. - Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 16, 2025 | NOG ↗ | Northern Oil and Gas, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | NNN ↗ | NNN REIT, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | EVTC ↗ | Evertec, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | DKS ↗ | Dick's Sporting Goods Inc Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 17, 2025 | TM ↗ | Toyota Motor Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Oct 23, 2024 | NVDA ↗ | NVIDIA Corporation - Common Stock | Sale (Partial) | Spouse | $100,001 - $250,000 | Aug 13, 2025 | 294d |
| Dec 11, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jul 22, 2025 | MU ↗ | Micron Technology, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 6, 2025 | N/A | GRAND RAPIDS MICH GO 5% 10/01/2034 | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 68d |
| Feb 14, 2025 | INTU ↗ | Intuit Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 180d |
| Jun 17, 2025 | IBKR ↗ | Interactive Brokers Group, Inc. - Class ... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 16, 2025 | GIS ↗ | General Mills, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 9, 2025 | FLO ↗ | Flowers Foods, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 17, 2025 | EG ↗ | Everest Group, Ltd. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 10, 2025 | EIG ↗ | Employers Holdings Inc Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 24, 2025 | EBAY ↗ | eBay Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 24, 2025 | IBN ↗ | ICICI Bank Limited Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 24, 2025 | INGR ↗ | Ingredion Incorporated Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 24, 2025 | IBKR ↗ | Interactive Brokers Group, Inc. - Class ... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 17, 2025 | INTU ↗ | Intuit Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 16, 2025 | JKHY ↗ | Jack Henry & Associates, Inc. - Common S... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 11, 2025 | NBIX ↗ | Neurocrine Biosciences, Inc. - Common St... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 22, 2025 | WAT ↗ | Waters Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 10, 2025 | NVS ↗ | Novartis AG Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jul 22, 2025 | NVS ↗ | Novartis AG Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 10, 2025 | PANW ↗ | Palo Alto Networks, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jul 10, 2025 | PM ↗ | Philip Morris International Inc Common S... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jun 11, 2025 | CASY ↗ | Caseys General Stores, Inc. - Common Sto... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jun 17, 2025 | CL ↗ | Colgate-Palmolive Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jun 11, 2025 | CBU ↗ | Community Financial System, Inc. Common ... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 22, 2025 | CAG ↗ | ConAgra Brands, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 16, 2025 | CDP ↗ | COPT Defense Properties Common Shares of... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 17, 2025 | SNY ↗ | Sanofi - American Depositary Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 22, 2025 | SNY ↗ | Sanofi - American Depositary Shares | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jun 17, 2025 | SE ↗ | Sea Limited American Depositary Shares, ... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 10, 2025 | SE ↗ | Sea Limited American Depositary Shares, ... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |
| Jan 30, 2025 | N/A | Troy Mich City SCH 5%36 Go UTX Due 05/01... | Purchase | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 195d |
| Jun 6, 2025 | N/A | TROY MICH CITY SCH D GO 5% 05/01/2036 CA... | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 13, 2025 | 68d |
| Jun 6, 2024 | N/A | WYOMING MICH PUB SCH GO 4% 05/01/2035 CA... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 433d |
| Jun 24, 2025 | PEP ↗ | Pepsico, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 10, 2025 | PHI ↗ | PLDT Inc. Sponsored ADR | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 64d |
| Jul 16, 2025 | EQH ↗ | Equitable Holdings, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Dec 11, 2024 | NVDA ↗ | NVIDIA Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 245d |
| Jun 24, 2025 | ROST ↗ | Ross Stores, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 50d |
| Jun 9, 2025 | PHI ↗ | PLDT Inc. Sponsored ADR | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 17, 2025 | PFG ↗ | Principal Financial Group Inc | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 57d |
| Jul 16, 2025 | UPS ↗ | United Parcel Service, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jun 9, 2025 | RGLD ↗ | Royal Gold, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 65d |
| Jun 11, 2025 | BRK-B ↗ | Berkshire Hathaway Inc. New Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 63d |
| Jul 16, 2025 | PDD ↗ | PDD Holdings Inc. - American Depositary ... | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 28d |
| Jul 22, 2025 | TRGP ↗ | Targa Resources, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 22d |
| Jul 10, 2025 | ABT ↗ | Abbott Laboratories Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 13, 2025 | 34d |