Michael T. McCaul
house Republican TX
M001157
5520 trades tracked · 3048 spouse · 781 late filings · avg lag 39.8d
Official site ↗Committees
- House Committee on Homeland Security
- House Committee on Foreign Affairs
- HSFA05
- HSFA14
Est. volume
$637,653,501
Range midpoints
Buys / Sells
2575 / 2922
Spouse share
55.2%
Late (>45d)
781
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag |
|---|---|---|---|---|---|---|---|
| May 9, 2024 | AAPL ↗ | Apple Inc | Purchase | Self | $100,001 - $250,000 | Jun 20, 2024 | 42d |
| May 30, 2024 | N/A | MAYS ALLOCATE LP | Purchase | Self | $100,001 - $250,000 | Jun 20, 2024 | 21d |
| May 10, 2024 | AAPL ↗ | Apple Inc | Purchase | Self | $100,001 - $250,000 | Jun 20, 2024 | 41d |
| May 24, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Sale | Self | $1,001 - $15,000 | Jun 20, 2024 | 27d |
| May 16, 2024 | N/A | PORT OF SEATTLE WASHINGTON | Purchase | Self | $100,001 - $250,000 | Jun 20, 2024 | 35d |
| May 2, 2024 | HUM ↗ | Humana Inc | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 49d |
| May 6, 2024 | N/A | METRO WASHINGTON AIRPORTS AUTH DC | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 45d |
| May 14, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 37d |
| May 6, 2024 | N/A | METRO WASHINGTON AIRPORTS AUTH DC | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 45d |
| May 28, 2024 | DT ↗ | Dynatrace Inc | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 23d |
| May 9, 2024 | N/A | PIERCE COUNTY WASHINGTON | Purchase | Self | $50,001 - $100,000 | Jun 20, 2024 | 42d |
| May 1, 2024 | N/A | METRO WASTEWATER RECLAMATION DISTRICT CO... | Purchase | Self | $50,001 - $100,000 | Jun 20, 2024 | 50d |
| May 6, 2024 | N/A | WEST CHESTER AREA SCHOOL DISTRICT | Purchase | Self | $50,001 - $100,000 | Jun 20, 2024 | 45d |
| May 13, 2024 | UBER ↗ | Uber Technologies Inc | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 38d |
| May 30, 2024 | WDAY ↗ | Workday Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 21d |
| May 29, 2024 | GOOGL ↗ | Alphabet Inc | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 22d |
| May 15, 2024 | N/A | US TREASURY BILLS (2) | Sale | Self | $1,001 - $15,000 | Jun 20, 2024 | 36d |
| May 13, 2024 | BECN ↗ | Beacon Roofing Supply Inc | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 38d |
| May 21, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 30d |
| May 3, 2024 | UNH ↗ | Unitedhealth Group Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 48d |
| May 10, 2024 | KHC ↗ | The Kraft Heinz Co | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 41d |
| May 2, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 49d |
| May 20, 2024 | SUI ↗ | Sun Communities Inc | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 31d |
| May 3, 2024 | KHC ↗ | The Kraft Heinz Co | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 48d |
| May 28, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 23d |
| May 14, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 37d |
| May 2, 2024 | HUM ↗ | Humana Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 49d |
| May 30, 2024 | N/A | MAYS ALLOCATE LP | Purchase | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 21d |
| May 6, 2024 | N/A | WEST CHESTER AREA SCHOOL DISTRICT | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 45d |
| May 1, 2024 | OMF ↗ | OneMain Holdings Inc | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 50d |
| May 16, 2024 | N/A | PORT OF SEATTLE WASHINGTON | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 35d |
| May 10, 2024 | AAPL ↗ | Apple Inc | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 41d |
| May 9, 2024 | AAPL ↗ | Apple Inc | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 42d |
| May 13, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 38d |
| May 10, 2024 | N/A | GREATER NEW HAVEN WATER POLLUTION CONTRO... | Purchase | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 41d |
| May 23, 2024 | N/A | WALLEYE CAPITAL PARTNERS LP | Purchase | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 28d |
| May 24, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 27d |
| May 15, 2024 | N/A | US TREASURY BILLS (1) | Sale | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 36d |
| May 15, 2024 | N/A | US TREASURY BILLS (2) | Sale | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 36d |
| May 20, 2024 | OSK ↗ | Oshkosh Corp | Sale | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 31d |
| May 2, 2024 | BAYRY ↗ | Bayer AG | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 49d |
| May 30, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 21d |
| May 13, 2024 | ATKR ↗ | ATKORE INC | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 38d |
| May 29, 2024 | NVO ↗ | Novo Nordisk A/S | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 22d |
| May 17, 2024 | DT ↗ | Dynatrace Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 34d |
| May 15, 2024 | N/A | US TREASURY BILLS (1) | Sale | Self | $1,001 - $15,000 | Jun 20, 2024 | 36d |
| May 23, 2024 | SUN ↗ | Sunoco LP | Sale | Self | $1,001 - $15,000 | Jun 20, 2024 | 28d |
| May 20, 2024 | FIS ↗ | Fidelity National Information Services I... | Sale | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 31d |
| May 10, 2024 | PM ↗ | Philip Morris International Inc | Sale | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 41d |
| May 14, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 37d |
| May 2, 2024 | BAYRY ↗ | Bayer AG | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 49d |
| May 1, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 50d |
| May 29, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 22d |
| May 24, 2024 | AON ↗ | Aon PLC | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 27d |
| May 22, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 29d |
| May 17, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 34d |
| May 17, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 34d |
| May 29, 2024 | N/A | STATE OF WEST VIRGINIA | Sale | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 22d |
| May 28, 2024 | NVO ↗ | Novo Nordisk A/S | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 23d |
| May 29, 2024 | NVO ↗ | Novo Nordisk A/S | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 22d |
| May 10, 2024 | AON ↗ | Aon PLC | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 41d |
| May 6, 2024 | AON ↗ | Aon PLC | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 45d |
| May 14, 2024 | N/A | SOUTH CAROLINA JOBS ECONOMIC DEVELOPMENT... | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 37d |
| May 20, 2024 | BAYRY ↗ | Bayer AG | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 31d |
| May 3, 2024 | UNH ↗ | Unitedhealth Group Inc | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 48d |
| May 6, 2024 | GEV ↗ | GE VERNOVA INC | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 45d |
| May 20, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 31d |
| May 22, 2024 | HUM ↗ | Humana Inc | Purchase | Self | $50,001 - $100,000 | Jun 20, 2024 | 29d |
| May 20, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 31d |
| May 10, 2024 | MSFT ↗ | Microsoft Corp | Sale | Self | $1,001 - $15,000 | Jun 20, 2024 | 41d |
| May 17, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 34d |
| May 22, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 29d |
| May 22, 2024 | N/A | MINNESOTA RURAL WATER FINANCE AUTHORITY | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 29d |
| May 29, 2024 | AAPL ↗ | Apple Inc | Purchase | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 22d |
| May 9, 2024 | ADP ↗ | Automatic Data Processing Inc | Sale | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 42d |
| May 13, 2024 | ACN ↗ | Accenture PLC | Sale | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 38d |
| May 6, 2024 | NVO ↗ | Novo Nordisk A/S | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 45d |
| May 31, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 20d |
| May 10, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 41d |
| May 9, 2024 | N/A | PIERCE COUNTY WASHINGTON | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 42d |
| May 1, 2024 | N/A | METRO WASTEWATER RECLAMATION DISTRICT CO... | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 50d |
| May 22, 2024 | HUM ↗ | Humana Inc | Purchase | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 29d |
| May 21, 2024 | SUI ↗ | Sun Communities Inc | Purchase | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 30d |
| May 22, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 29d |
| May 13, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 38d |
| May 13, 2024 | ATKR ↗ | ATKORE INC | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 38d |
| May 31, 2024 | G ↗ | Genpact Ltd | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 20d |
| May 22, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 29d |
| May 10, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 41d |
| May 14, 2024 | N/A | SOUTH CAROLINA JOBS ECONOMIC DEVELOPMENT... | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 37d |
| May 22, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 29d |
| May 24, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 27d |
| May 17, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $50,001 - $100,000 | Jun 20, 2024 | 34d |
| May 31, 2024 | WDAY ↗ | Workday Inc | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 20d |
| May 1, 2024 | N/A | NEW JERSEY HOUSING AND MORTGAGE FINANCE ... | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 50d |
| May 20, 2024 | INTC ↗ | Intel Corp | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 31d |
| May 14, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 37d |
| May 3, 2024 | KHC ↗ | The Kraft Heinz Co | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 48d |
| May 10, 2024 | AON ↗ | Aon PLC | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 41d |
| May 20, 2024 | SUI ↗ | Sun Communities Inc | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 31d |
| May 22, 2024 | OSK ↗ | Oshkosh Corp | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 29d |
| May 3, 2024 | MAR ↗ | Marriott International Inc | Sale | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 48d |
| May 30, 2024 | WDAY ↗ | Workday Inc | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 21d |
| May 17, 2024 | DT ↗ | Dynatrace Inc | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 34d |
| May 30, 2024 | N/A | ALLOCATE ALPHA FUND II LP | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 21d |
| May 10, 2024 | KHC ↗ | The Kraft Heinz Co | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 41d |
| May 21, 2024 | SUI ↗ | Sun Communities Inc | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 30d |
| May 22, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 29d |
| May 31, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 20d |
| May 24, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 27d |
| May 29, 2024 | GOOGL ↗ | Alphabet Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 22d |
| May 17, 2024 | AAPL ↗ | Apple Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 34d |
| May 14, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 37d |
| May 29, 2024 | AAPL ↗ | Apple Inc | Purchase | Self | $50,001 - $100,000 | Jun 20, 2024 | 22d |
| May 1, 2024 | N/A | WISCONSIN HOUSING AND ECONOMIC DEVELOPME... | Sale | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 50d |
| May 24, 2024 | MAR ↗ | Marriott International Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 27d |
| May 6, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $50,001 - $100,000 | Jun 20, 2024 | 45d |
| May 29, 2024 | N/A | STATE OF WEST VIRGINIA | Sale | Self | $50,001 - $100,000 | Jun 20, 2024 | 22d |
| May 30, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 21d |
| May 14, 2024 | MAR ↗ | Marriott International Inc | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 37d |
| May 8, 2024 | NVT ↗ | nVent Electric PLC | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 43d |
| May 28, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 23d |
| May 10, 2024 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 41d |
| May 9, 2024 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 42d |
| May 16, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 35d |
| May 6, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 45d |
| May 17, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 34d |
| May 22, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 29d |
| May 3, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 48d |
| May 1, 2024 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 50d |
| May 23, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 28d |
| May 23, 2024 | N/A | WALLEYE CAPITAL PARTNERS LP | Purchase | Self | $50,001 - $100,000 | Jun 20, 2024 | 28d |
| May 21, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 30d |
| May 10, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 41d |
| May 22, 2024 | PROSY ↗ | Prosus NV | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 29d |
| May 17, 2024 | EPAM ↗ | EPAM Systems Inc | Sale | Self | $50,001 - $100,000 | Jun 20, 2024 | 34d |
| May 13, 2024 | UBER ↗ | Uber Technologies Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 38d |
| May 28, 2024 | DT ↗ | Dynatrace Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 23d |
| May 10, 2024 | ADP ↗ | Automatic Data Processing Inc | Sale | Self | $50,001 - $100,000 | Jun 20, 2024 | 41d |
| May 13, 2024 | ITT ↗ | ITT Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 38d |
| May 9, 2024 | ADP ↗ | Automatic Data Processing Inc | Sale | Self | $50,001 - $100,000 | Jun 20, 2024 | 42d |
| May 24, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Self | $1,001 - $15,000 | Jun 20, 2024 | 27d |
| May 20, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 31d |
| May 20, 2024 | EQH ↗ | Equitable Holdings Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 31d |
| May 22, 2024 | N/A | MINNESOTA RURAL WATER FINANCE AUTHORITY | Purchase | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 29d |
| May 10, 2024 | PM ↗ | Philip Morris International Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 41d |
| May 13, 2024 | ACN ↗ | Accenture PLC | Sale | Self | $50,001 - $100,000 | Jun 20, 2024 | 38d |
| May 1, 2024 | N/A | CASS COUNTY JOINT WATER RESOURCE DISTRIC... | Sale | Self | $100,001 - $250,000 | Jun 20, 2024 | 50d |
| May 23, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 28d |
| May 28, 2024 | NVO ↗ | Novo Nordisk A/S | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 23d |
| May 15, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 36d |
| May 1, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 50d |
| May 28, 2024 | SCHW ↗ | Schwab (Charles) Corp | Sale | Self | $50,001 - $100,000 | Jun 20, 2024 | 23d |
| May 13, 2024 | BECN ↗ | Beacon Roofing Supply Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 38d |
| May 29, 2024 | WDAY ↗ | Workday Inc | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 22d |
| May 24, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 27d |
| May 14, 2024 | HUM ↗ | Humana Inc | Purchase | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 37d |
| May 6, 2024 | NVO ↗ | Novo Nordisk A/S | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 45d |
| May 1, 2024 | N/A | COUNTY OF MIAMI DADE | Purchase | Self | $15,001 - $50,000 | Jun 20, 2024 | 50d |
| May 22, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $1,001 - $15,000 | Jun 20, 2024 | 29d |
| May 20, 2024 | FIS ↗ | Fidelity National Information Services I... | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 31d |
| May 21, 2024 | OSK ↗ | Oshkosh Corp | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 30d |
| May 6, 2024 | AON ↗ | Aon PLC | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 45d |
| May 3, 2024 | PM ↗ | Philip Morris International Inc | Sale | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 48d |
| May 13, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 38d |
| May 10, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 41d |
| May 1, 2024 | N/A | NEW JERSEY HOUSING AND MORTGAGE FINANCE ... | Sale | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 50d |
| May 9, 2024 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 42d |
| May 15, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 36d |
| May 22, 2024 | OSK ↗ | Oshkosh Corp | Sale | Self | $1,001 - $15,000 | Jun 20, 2024 | 29d |
| May 31, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 20d |
| May 13, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Self | $1,001 - $15,000 | Jun 20, 2024 | 38d |
| May 1, 2024 | N/A | CASS COUNTY JOINT WATER RESOURCE DISTRIC... | Sale | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 50d |
| May 29, 2024 | WDAY ↗ | Workday Inc | Purchase | Self | $50,001 - $100,000 | Jun 20, 2024 | 22d |
| May 3, 2024 | MAR ↗ | Marriott International Inc | Sale | Self | $1,001 - $15,000 | Jun 20, 2024 | 48d |
| May 1, 2024 | N/A | WISCONSIN HOUSING AND ECONOMIC DEVELOPME... | Sale | Self | $1,001 - $15,000 | Jun 20, 2024 | 50d |
| May 16, 2024 | AA ↗ | Alcoa Corp | Purchase | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 35d |
| May 10, 2024 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 41d |
| May 6, 2024 | PAYC ↗ | Paycom Software Inc | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 45d |
| May 13, 2024 | ITT ↗ | ITT Inc | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 38d |
| May 20, 2024 | OSK ↗ | Oshkosh Corp | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 31d |
| May 17, 2024 | EPAM ↗ | EPAM Systems Inc | Sale | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 34d |
| May 21, 2024 | OSK ↗ | Oshkosh Corp | Sale | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 30d |
| May 20, 2024 | EQH ↗ | Equitable Holdings Inc | Sale | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 31d |
| May 17, 2024 | N/A | HUDSON YARDS INFRASTRUCTURE CORP | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 34d |
| May 16, 2024 | ITT ↗ | ITT Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 35d |
| May 10, 2024 | N/A | GREATER NEW HAVEN WATER POLLUTION CONTRO... | Purchase | Self | $50,001 - $100,000 | Jun 20, 2024 | 41d |
| May 9, 2024 | V ↗ | Visa Inc | Sale | Spouse | $50,001 - $100,000 | Jun 20, 2024 | 42d |
| May 29, 2024 | NVDA ↗ | NVIDIA Corporation | Sale | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 22d |
| May 13, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 38d |
| May 8, 2024 | NVT ↗ | nVent Electric PLC | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 43d |
| May 31, 2024 | G ↗ | Genpact Ltd | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 20d |
| May 9, 2024 | V ↗ | Visa Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 42d |
| May 14, 2024 | VSH ↗ | Vishay Intertechnology Inc | Purchase | Spouse | $100,001 - $250,000 | Jun 20, 2024 | 37d |
| May 3, 2024 | PM ↗ | Philip Morris International Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 48d |
| May 1, 2024 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Self | $1,001 - $15,000 | Jun 20, 2024 | 50d |
| May 16, 2024 | ITT ↗ | ITT Inc | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 35d |
| May 17, 2024 | N/A | HUDSON YARDS INFRASTRUCTURE CORP | Purchase | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 34d |
| May 29, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $100,001 - $250,000 | Jun 20, 2024 | 22d |
| May 17, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 34d |
| May 31, 2024 | WDAY ↗ | Workday Inc | Purchase | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 20d |
| May 30, 2024 | N/A | ALLOCATE ALPHA FUND II LP | Purchase | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 21d |
| May 20, 2024 | INTC ↗ | Intel Corp | Purchase | Spouse | $250,001 - $500,000 | Jun 20, 2024 | 31d |
| May 28, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 23d |
| May 10, 2024 | MSFT ↗ | Microsoft Corp | Sale | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 41d |
| May 6, 2024 | PAYC ↗ | Paycom Software Inc | Sale | Self | $15,001 - $50,000 | Jun 20, 2024 | 45d |
| May 6, 2024 | GEV ↗ | GE VERNOVA INC | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 45d |
| May 24, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 27d |
| May 20, 2024 | BAYRY ↗ | Bayer AG | Purchase | Spouse | $15,001 - $50,000 | Jun 20, 2024 | 31d |
| May 13, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Jun 20, 2024 | 38d |
| Mar 5, 2024 | D ↗ | Dominion Energy Inc | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 48d |
| Mar 25, 2024 | ELV ↗ | Elevance Health Inc | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 22, 2024 | META ↗ | Meta Platforms Inc | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 31d |
| Mar 28, 2024 | META ↗ | Meta Platforms Inc | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 25d |
| Mar 5, 2024 | IBM ↗ | International Business Machines Corp | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 48d |
| Mar 27, 2024 | EPAM ↗ | EPAM Systems Inc | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 26d |
| Mar 1, 2024 | ADBE ↗ | Adobe Inc | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 52d |
| Mar 19, 2024 | N/A | ISSAQUAH SCHOOL DISTRICT NO 411 KING COU... | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 34d |
| Mar 11, 2024 | ADSK ↗ | AUTODESK Inc | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 42d |
| Mar 5, 2024 | ACN ↗ | Accenture PLC | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 48d |
| Mar 5, 2024 | INTU ↗ | Intuit Inc | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 48d |
| Mar 25, 2024 | GOOG ↗ | Alphabet Inc | Sale | Spouse | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | COF ↗ | Capital One Financial Corp | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 22, 2024 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 31d |
| Mar 18, 2024 | N/A | CASS COUNTY JOINT WATER RESOURCE DISTRIC... | Purchase | Self | $50,001 - $100,000 | Apr 22, 2024 | 35d |
| Mar 1, 2024 | OGVXX ↗ | JPMORGAN US GOVERNMENT MONEY MARKET FUND | Purchase | Spouse | $1,001 - $15,000 | Apr 22, 2024 | 52d |
| Mar 5, 2024 | META ↗ | Meta Platforms Inc | Purchase | Self | $50,001 - $100,000 | Apr 22, 2024 | 48d |
| Mar 4, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 49d |
| Mar 7, 2024 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,000,001 - $5,000,000 | Apr 22, 2024 | 46d |
| Mar 25, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | WWD ↗ | Woodward Inc | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 11, 2024 | ANET ↗ | Arista Networks Inc | Purchase | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 42d |
| Mar 15, 2024 | N/A | GEORGIA HOUSING AND FINANCE AUTHORITY | Purchase | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 38d |
| Mar 14, 2024 | N/A | CAFFEINATED CAPITAL 2023 ALLOCATE ACCESS... | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 39d |
| Mar 26, 2024 | N/A | BDT CAPITAL PARTNERS FUND I LP | Purchase | Self | $50,001 - $100,000 | Apr 22, 2024 | 27d |
| Mar 20, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 33d |
| Mar 1, 2024 | ADBE ↗ | Adobe Inc | Sale | Self | $50,001 - $100,000 | Apr 22, 2024 | 52d |
| Mar 1, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Apr 22, 2024 | 52d |
| Mar 28, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 25d |
| Mar 26, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 27d |
| Mar 5, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 48d |
| Mar 19, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 34d |
| Mar 26, 2024 | N/A | US TREASURY BILLS | Sale | Spouse | $1,001 - $15,000 | Apr 22, 2024 | 27d |
| Mar 1, 2024 | N/A | STATE OF OHIO | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 52d |
| Mar 11, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 42d |
| Mar 15, 2024 | CSL ↗ | Carlisle Cos Inc | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 38d |
| Mar 25, 2024 | V ↗ | Visa Inc | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | MAR ↗ | Marriott International Inc | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 19, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Apr 22, 2024 | 34d |
| Mar 29, 2024 | N/A | VIRGINIA HOUSING DEVELOPMENT AUTHORITY | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 24d |
| Mar 14, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 39d |
| Mar 1, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Purchase | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 52d |
| Mar 26, 2024 | N/A | STATE OF WASHINGTON | Purchase | Self | $100,001 - $250,000 | Apr 22, 2024 | 27d |
| Mar 4, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Purchase | Self | $100,001 - $250,000 | Apr 22, 2024 | 49d |
| Mar 26, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Sale | Self | $50,001 - $100,000 | Apr 22, 2024 | 27d |
| Mar 25, 2024 | NFLX ↗ | Netflix Inc | Sale | Self | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | GOOG ↗ | Alphabet Inc | Sale | Self | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | EAGL ↗ | EAGLE CAPITAL SEL EQUITY ETF | Purchase | Spouse | $1,000,001 - $5,000,000 | Apr 22, 2024 | 28d |
| Mar 14, 2024 | GE ↗ | General Electric Co | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 39d |
| Mar 25, 2024 | WWD ↗ | Woodward Inc | Sale | Self | $50,001 - $100,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | CMCSA ↗ | Comcast Corp | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 20, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 33d |
| Mar 25, 2024 | GE ↗ | General Electric Co | Sale | Self | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | MSFT ↗ | Microsoft Corp | Sale | Self | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | GE ↗ | General Electric Co | Sale | Spouse | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 5, 2024 | META ↗ | Meta Platforms Inc | Purchase | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 48d |
| Mar 7, 2024 | JPM ↗ | JPMorgan Chase & Co | Purchase | Spouse | $1,000,001 - $5,000,000 | Apr 22, 2024 | 46d |
| Mar 21, 2024 | JPM ↗ | JPMorgan Chase & Co | Purchase | Spouse | $1,000,001 - $5,000,000 | Apr 22, 2024 | 32d |
| Mar 26, 2024 | N/A | STATE OF WASHINGTON | Purchase | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 27d |
| Mar 4, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Purchase | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 49d |
| Mar 25, 2024 | COP ↗ | ConocoPhillips | Sale | Self | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 13, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 40d |
| Mar 20, 2024 | MAR ↗ | Marriott International Inc | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 33d |
| Mar 14, 2024 | GE ↗ | General Electric Co | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 39d |
| Mar 26, 2024 | EPAM ↗ | EPAM Systems Inc | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 27d |
| Mar 28, 2024 | EPAM ↗ | EPAM Systems Inc | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 25d |
| Mar 15, 2024 | N/A | GEORGIA HOUSING AND FINANCE AUTHORITY | Purchase | Self | $100,001 - $250,000 | Apr 22, 2024 | 38d |
| Mar 25, 2024 | AMZN ↗ | Amazon.com Inc | Sale | Self | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 28, 2024 | N/A | LEWIS & CLARK AGRIFOOD FUND II LP | Purchase | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 25d |
| Mar 25, 2024 | GS ↗ | The Goldman Sachs Group Inc | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 1, 2024 | OGVXX ↗ | JPMORGAN US GOVERNMENT MONEY MARKET FUND | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 52d |
| Mar 26, 2024 | VTI ↗ | Vanguard Total Stock Market ETF | Purchase | Spouse | $1,001 - $15,000 | Apr 22, 2024 | 27d |
| Mar 22, 2024 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 31d |
| Mar 25, 2024 | GOOGL ↗ | Alphabet Inc | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 1, 2024 | N/A | STATE OF OHIO | Sale | Self | $50,001 - $100,000 | Apr 22, 2024 | 52d |
| Mar 15, 2024 | CSL ↗ | Carlisle Cos Inc | Sale | Self | $50,001 - $100,000 | Apr 22, 2024 | 38d |
| Mar 25, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 4, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 49d |
| Mar 11, 2024 | ADBE ↗ | Adobe Inc | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 42d |
| Mar 29, 2024 | N/A | VIRGINIA HOUSING DEVELOPMENT AUTHORITY | Sale | Self | $50,001 - $100,000 | Apr 22, 2024 | 24d |
| Mar 4, 2024 | GE ↗ | General Electric Co | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 49d |
| Mar 25, 2024 | V ↗ | Visa Inc | Sale | Self | $50,001 - $100,000 | Apr 22, 2024 | 28d |
| Mar 11, 2024 | GE ↗ | General Electric Co | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 42d |
| Mar 25, 2024 | META ↗ | Meta Platforms Inc | Sale | Self | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 19, 2024 | N/A | ENERGY NORTHWEST | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 34d |
| Mar 18, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 35d |
| Mar 11, 2024 | GE ↗ | General Electric Co | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 42d |
| Mar 15, 2024 | ATKR ↗ | ATKORE INC | Purchase | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 38d |
| Mar 25, 2024 | COF ↗ | Capital One Financial Corp | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 13, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 40d |
| Mar 26, 2024 | META ↗ | Meta Platforms Inc | Purchase | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 27d |
| Mar 5, 2024 | ADSK ↗ | AUTODESK Inc | Sale | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 48d |
| Mar 26, 2024 | N/A | US TREASURY BILLS | Sale | Self | $1,001 - $15,000 | Apr 22, 2024 | 27d |
| Mar 20, 2024 | SHEL ↗ | Shell PLC | Purchase | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 33d |
| Mar 5, 2024 | ACN ↗ | Accenture PLC | Sale | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 48d |
| Mar 5, 2024 | INTU ↗ | Intuit Inc | Sale | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 48d |
| Mar 27, 2024 | EPAM ↗ | EPAM Systems Inc | Sale | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 26d |
| Mar 22, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 31d |
| Mar 13, 2024 | SAFRY ↗ | Safran SA | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 40d |
| Mar 25, 2024 | EAGL ↗ | EAGLE CAPITAL SEL EQUITY ETF | Purchase | Self | $1,000,001 - $5,000,000 | Apr 22, 2024 | 28d |
| Mar 5, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Apr 22, 2024 | 48d |
| Mar 19, 2024 | N/A | ISSAQUAH SCHOOL DISTRICT NO 411 KING COU... | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 34d |
| Mar 25, 2024 | ELV ↗ | Elevance Health Inc | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 4, 2024 | GE ↗ | General Electric Co | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 49d |
| Mar 25, 2024 | NFLX ↗ | Netflix Inc | Sale | Spouse | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | HLT ↗ | Hilton Worldwide Holdings Inc | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 13, 2024 | SAFRY ↗ | Safran SA | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 40d |
| Mar 15, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $1,001 - $15,000 | Apr 22, 2024 | 38d |
| Mar 25, 2024 | SAFRY ↗ | Safran SA | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | UNH ↗ | Unitedhealth Group Inc | Sale | Self | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 11, 2024 | ADSK ↗ | AUTODESK Inc | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 42d |
| Mar 7, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 46d |
| Mar 18, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 35d |
| Mar 7, 2024 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $1,000,001 - $5,000,000 | Apr 22, 2024 | 46d |
| Mar 25, 2024 | SHEL ↗ | Shell PLC | Sale | Spouse | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | UNH ↗ | Unitedhealth Group Inc | Sale | Spouse | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | COP ↗ | ConocoPhillips | Sale | Spouse | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | MSFT ↗ | Microsoft Corp | Sale | Spouse | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | AMZN ↗ | Amazon.com Inc | Sale | Spouse | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | META ↗ | Meta Platforms Inc | Sale | Spouse | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | SHEL ↗ | Shell PLC | Sale | Self | $250,001 - $500,000 | Apr 22, 2024 | 28d |
| Mar 21, 2024 | JPM ↗ | JPMorgan Chase & Co | Sale | Spouse | $1,000,001 - $5,000,000 | Apr 22, 2024 | 32d |
| Mar 20, 2024 | SHEL ↗ | Shell PLC | Purchase | Self | $50,001 - $100,000 | Apr 22, 2024 | 33d |
| Mar 26, 2024 | N/A | BDT CAPITAL PARTNERS FUND I LP | Purchase | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 27d |
| Mar 25, 2024 | SAP ↗ | SAP SE | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 7, 2024 | JPM ↗ | JPMorgan Chase & Co | Sale | Spouse | $1,000,001 - $5,000,000 | Apr 22, 2024 | 46d |
| Mar 1, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 52d |
| Mar 25, 2024 | GOOGL ↗ | Alphabet Inc | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 28, 2024 | EPAM ↗ | EPAM Systems Inc | Sale | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 25d |
| Mar 28, 2024 | META ↗ | Meta Platforms Inc | Purchase | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 25d |
| Mar 11, 2024 | ANET ↗ | Arista Networks Inc | Purchase | Self | $50,001 - $100,000 | Apr 22, 2024 | 42d |
| Mar 21, 2024 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,000,001 - $5,000,000 | Apr 22, 2024 | 32d |
| Mar 5, 2024 | ADSK ↗ | AUTODESK Inc | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 48d |
| Mar 5, 2024 | IBM ↗ | International Business Machines Corp | Sale | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 48d |
| Mar 18, 2024 | DFS ↗ | Discover Financial Services | Purchase | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 35d |
| Mar 1, 2024 | META ↗ | Meta Platforms Inc | Purchase | Self | $50,001 - $100,000 | Apr 22, 2024 | 52d |
| Mar 15, 2024 | N/A | PUBLIC ENERGY AUTHORITY OF KENTUCKY | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 38d |
| Mar 18, 2024 | N/A | CASS COUNTY JOINT WATER RESOURCE DISTRIC... | Purchase | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 35d |
| Mar 27, 2024 | AMD ↗ | Advanced Micro Devices Inc | Purchase | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 26d |
| Mar 25, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | SAP ↗ | SAP SE | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 25, 2024 | HLT ↗ | Hilton Worldwide Holdings Inc | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 1, 2024 | META ↗ | Meta Platforms Inc | Purchase | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 52d |
| Mar 26, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Apr 22, 2024 | 27d |
| Mar 7, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 46d |
| Mar 22, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Apr 22, 2024 | 31d |
| Mar 28, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Apr 22, 2024 | 25d |
| Mar 25, 2024 | CMCSA ↗ | Comcast Corp | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 26, 2024 | EPAM ↗ | EPAM Systems Inc | Sale | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 27d |
| Mar 15, 2024 | ATKR ↗ | ATKORE INC | Purchase | Self | $50,001 - $100,000 | Apr 22, 2024 | 38d |
| Mar 18, 2024 | DFS ↗ | Discover Financial Services | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 35d |
| Mar 20, 2024 | MAR ↗ | Marriott International Inc | Sale | Self | $15,001 - $50,000 | Apr 22, 2024 | 33d |
| Mar 25, 2024 | SAFRY ↗ | Safran SA | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 1, 2024 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 52d |
| Mar 25, 2024 | MAR ↗ | Marriott International Inc | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 28d |
| Mar 11, 2024 | ADBE ↗ | Adobe Inc | Sale | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 42d |
| Mar 21, 2024 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $1,000,001 - $5,000,000 | Apr 22, 2024 | 32d |
| Mar 15, 2024 | N/A | PUBLIC ENERGY AUTHORITY OF KENTUCKY | Sale | Self | $100,001 - $250,000 | Apr 22, 2024 | 38d |
| Mar 1, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 52d |
| Mar 14, 2024 | N/A | CAFFEINATED CAPITAL 2023 ALLOCATE ACCESS... | Purchase | Spouse | $1,001 - $15,000 | Apr 22, 2024 | 39d |
| Mar 26, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Sale | Spouse | $100,001 - $250,000 | Apr 22, 2024 | 27d |
| Mar 15, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $1,001 - $15,000 | Apr 22, 2024 | 38d |
| Mar 11, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 42d |
| Mar 28, 2024 | VTI ↗ | Vanguard Total Stock Market ETF | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 25d |
| Mar 22, 2024 | META ↗ | Meta Platforms Inc | Purchase | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 31d |
| Mar 7, 2024 | NFLX ↗ | Netflix Inc | Sale | Spouse | $15,001 - $50,000 | Apr 22, 2024 | 46d |
| Mar 25, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $50,001 - $100,000 | Apr 22, 2024 | 28d |
| Mar 19, 2024 | N/A | ENERGY NORTHWEST | Purchase | Spouse | $50,001 - $100,000 | Apr 22, 2024 | 34d |
| Mar 28, 2024 | N/A | LEWIS & CLARK AGRIFOOD FUND II LP | Purchase | Self | $1,001 - $15,000 | Apr 22, 2024 | 25d |
| Mar 26, 2024 | META ↗ | Meta Platforms Inc | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 27d |
| Mar 27, 2024 | AMD ↗ | Advanced Micro Devices Inc | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 26d |
| Mar 7, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 46d |
| Mar 14, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $15,001 - $50,000 | Apr 22, 2024 | 39d |
| Feb 29, 2024 | N/A | MAYS ALLOCATE LP | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 20d |
| Feb 1, 2024 | N/A | US TREASURY NOTE | Purchase | Self | $1,000,001 - $5,000,000 | Mar 20, 2024 | 48d |
| Feb 20, 2024 | COR ↗ | Cencora Inc | Sale | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 29d |
| Feb 20, 2024 | AIG ↗ | American International Group Inc | Sale | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 29d |
| Feb 16, 2024 | N/A | CITY AND COUNTY OF DENVER COLORADO | Sale | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 33d |
| Feb 27, 2024 | N/A | US TREASURY BILLS | Sale | Self | $1,001 - $15,000 | Mar 20, 2024 | 22d |
| Feb 15, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Mar 20, 2024 | 34d |
| Feb 26, 2024 | AMD ↗ | Advanced Micro Devices Inc | Purchase | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 23d |
| Feb 1, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Mar 20, 2024 | 48d |
| Feb 16, 2024 | DT ↗ | Dynatrace Inc | Purchase | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 33d |
| Feb 5, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $50,001 - $100,000 | Mar 20, 2024 | 44d |
| Feb 1, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Purchase | Self | $1,000,001 - $5,000,000 | Mar 20, 2024 | 48d |
| Feb 7, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Sale | Self | $1,001 - $15,000 | Mar 20, 2024 | 42d |
| Feb 27, 2024 | N/A | US TREASURY BILLS | Sale | Spouse | $1,001 - $15,000 | Mar 20, 2024 | 22d |
| Feb 20, 2024 | SF ↗ | Stifel Financial Corp | Purchase | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 29d |
| Feb 14, 2024 | N/A | SOUTH CAROLINA STATE HOUSING FINANCE AND... | Purchase | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 35d |
| Feb 2, 2024 | N/A | CITY OF SPRINGDALE ARKANSAS | Purchase | Self | $50,001 - $100,000 | Mar 20, 2024 | 47d |
| Feb 20, 2024 | SF ↗ | Stifel Financial Corp | Purchase | Self | $1,001 - $15,000 | Mar 20, 2024 | 29d |
| Feb 23, 2024 | NFG ↗ | National Fuel Gas Co | Purchase | Self | $50,001 - $100,000 | Mar 20, 2024 | 26d |
| Feb 27, 2024 | D ↗ | Dominion Energy Inc | Purchase | Self | $50,001 - $100,000 | Mar 20, 2024 | 22d |
| Feb 2, 2024 | N/A | CITY OF SPRINGDALE ARKANSAS | Purchase | Spouse | $100,001 - $250,000 | Mar 20, 2024 | 47d |
| Feb 20, 2024 | MRK ↗ | Merck & Co Inc | Sale | Self | $1,001 - $15,000 | Mar 20, 2024 | 29d |
| Feb 26, 2024 | ADBE ↗ | Adobe Inc | Sale | Self | $15,001 - $50,000 | Mar 20, 2024 | 23d |
| Feb 21, 2024 | UNH ↗ | Unitedhealth Group Inc | Purchase | Self | $100,001 - $250,000 | Mar 20, 2024 | 28d |
| Feb 21, 2024 | HUM ↗ | Humana Inc | Purchase | Self | $50,001 - $100,000 | Mar 20, 2024 | 28d |
| Feb 20, 2024 | ACN ↗ | Accenture PLC | Sale | Self | $15,001 - $50,000 | Mar 20, 2024 | 29d |
| Feb 8, 2024 | N/A | ENERGY NORTHWEST | Purchase | Spouse | $100,001 - $250,000 | Mar 20, 2024 | 41d |
| Feb 21, 2024 | HUM ↗ | Humana Inc | Purchase | Spouse | $100,001 - $250,000 | Mar 20, 2024 | 28d |
| Feb 9, 2024 | TMO ↗ | Thermo Fisher Scientific Inc | Sale | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 40d |
| Feb 22, 2024 | BAYRY ↗ | Bayer AG | Sale | Self | $50,001 - $100,000 | Mar 20, 2024 | 27d |
| Feb 27, 2024 | PM ↗ | Philip Morris International Inc | Sale | Self | $50,001 - $100,000 | Mar 20, 2024 | 22d |
| Feb 23, 2024 | PM ↗ | Philip Morris International Inc | Sale | Self | $1,001 - $15,000 | Mar 20, 2024 | 26d |
| Feb 20, 2024 | COR ↗ | Cencora Inc | Sale | Self | $1,001 - $15,000 | Mar 20, 2024 | 29d |
| Feb 20, 2024 | AIG ↗ | American International Group Inc | Sale | Self | $1,001 - $15,000 | Mar 20, 2024 | 29d |
| Feb 9, 2024 | UBER ↗ | Uber Technologies Inc | Purchase | Self | $50,001 - $100,000 | Mar 20, 2024 | 40d |
| Feb 21, 2024 | SHEL ↗ | Shell PLC | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 28d |
| Feb 6, 2024 | N/A | CHARLESTON COUNTY SCHOOL DISTRICT SOUTH ... | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 43d |
| Feb 21, 2024 | MSFT ↗ | Microsoft Corp | Purchase | Self | $1,001 - $15,000 | Mar 20, 2024 | 28d |
| Feb 1, 2024 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Self | $1,001 - $15,000 | Mar 20, 2024 | 48d |
| Feb 14, 2024 | IJR ↗ | iShares Core S&P Small-Cap ETF | Sale | Self | $250,001 - $500,000 | Mar 20, 2024 | 35d |
| Feb 14, 2024 | VOO ↗ | Vanguard S&P 500 ETF | Sale | Self | $1,000,001 - $5,000,000 | Mar 20, 2024 | 35d |
| Feb 26, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $50,001 - $100,000 | Mar 20, 2024 | 23d |
| Feb 28, 2024 | N/A | STATE OF NEW YORK MORTGAGE AGENCY | Purchase | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 21d |
| Feb 28, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Sale | Self | $250,001 - $500,000 | Mar 20, 2024 | 21d |
| Feb 1, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Purchase | Spouse | $1,000,001 - $5,000,000 | Mar 20, 2024 | 48d |
| Feb 21, 2024 | GE ↗ | General Electric Co | Sale | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 28d |
| Feb 26, 2024 | ADBE ↗ | Adobe Inc | Sale | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 23d |
| Feb 26, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 23d |
| Feb 20, 2024 | EPAM ↗ | EPAM Systems Inc | Purchase | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 29d |
| Feb 5, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 44d |
| Feb 23, 2024 | N/A | CONNECTICUT HOUSING FINANCE AUTHORITY | Purchase | Spouse | $100,001 - $250,000 | Mar 20, 2024 | 26d |
| Feb 21, 2024 | META ↗ | Meta Platforms Inc | Sale | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 28d |
| Feb 21, 2024 | SF ↗ | Stifel Financial Corp | Purchase | Self | $1,001 - $15,000 | Mar 20, 2024 | 28d |
| Feb 16, 2024 | ACN ↗ | Accenture PLC | Sale | Self | $15,001 - $50,000 | Mar 20, 2024 | 33d |
| Feb 27, 2024 | PM ↗ | Philip Morris International Inc | Sale | Spouse | $250,001 - $500,000 | Mar 20, 2024 | 22d |
| Feb 16, 2024 | DT ↗ | Dynatrace Inc | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 33d |
| Feb 1, 2024 | N/A | STATE OF WASHINGTON | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 48d |
| Feb 14, 2024 | N/A | SOUTH CAROLINA STATE HOUSING FINANCE AND... | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 35d |
| Feb 14, 2024 | IJR ↗ | iShares Core S&P Small-Cap ETF | Sale | Spouse | $500,001 - $1,000,000 | Mar 20, 2024 | 35d |
| Feb 21, 2024 | GE ↗ | General Electric Co | Sale | Self | $15,001 - $50,000 | Mar 20, 2024 | 28d |
| Feb 28, 2024 | N/A | SANS GENE STUDIOS LLC | Purchase | Spouse | $100,001 - $250,000 | Mar 20, 2024 | 21d |
| Feb 20, 2024 | EPAM ↗ | EPAM Systems Inc | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 29d |
| Feb 15, 2024 | N/A | HOUSTON INDEPENDENT SCHOOL DISTRICT | Sale | Spouse | $100,001 - $250,000 | Mar 20, 2024 | 34d |
| Feb 21, 2024 | CMCSA ↗ | Comcast Corp | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 28d |
| Feb 21, 2024 | META ↗ | Meta Platforms Inc | Sale | Self | $15,001 - $50,000 | Mar 20, 2024 | 28d |
| Feb 16, 2024 | UBER ↗ | Uber Technologies Inc | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 33d |
| Feb 23, 2024 | N/A | MAYS ALLOCATE LP | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 26d |
| Feb 1, 2024 | OXY ↗ | Occidental Petroleum Corp | Purchase | Self | $50,001 - $100,000 | Mar 20, 2024 | 48d |
| Feb 21, 2024 | MSFT ↗ | Microsoft Corp | Purchase | Spouse | $1,001 - $15,000 | Mar 20, 2024 | 28d |
| Feb 23, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $100,001 - $250,000 | Mar 20, 2024 | 26d |
| Feb 13, 2024 | N/A | CITY OF CARMEL REDEVELOPMENT AUTHORITY | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 36d |
| Feb 21, 2024 | CMCSA ↗ | Comcast Corp | Purchase | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 28d |
| Feb 16, 2024 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Self | $15,001 - $50,000 | Mar 20, 2024 | 33d |
| Feb 15, 2024 | N/A | HOUSTON INDEPENDENT SCHOOL DISTRICT | Sale | Self | $50,001 - $100,000 | Mar 20, 2024 | 34d |
| Feb 1, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Mar 20, 2024 | 48d |
| Feb 22, 2024 | N/A | HPS SPECIAL SITUATIONS OPPORTUNITY FUND ... | Purchase | Self | $100,001 - $250,000 | Mar 20, 2024 | 27d |
| Feb 1, 2024 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Spouse | $1,001 - $15,000 | Mar 20, 2024 | 48d |
| Feb 1, 2024 | OXY ↗ | Occidental Petroleum Corp | Purchase | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 48d |
| Feb 27, 2024 | D ↗ | Dominion Energy Inc | Purchase | Spouse | $250,001 - $500,000 | Mar 20, 2024 | 22d |
| Feb 1, 2024 | N/A | US TREASURY NOTE | Purchase | Spouse | $1,000,001 - $5,000,000 | Mar 20, 2024 | 48d |
| Feb 2, 2024 | N/A | US TREASURY BILLS | Purchase | Self | $1,001 - $15,000 | Mar 20, 2024 | 47d |
| Feb 16, 2024 | UBER ↗ | Uber Technologies Inc | Purchase | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 33d |
| Feb 23, 2024 | PM ↗ | Philip Morris International Inc | Sale | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 26d |
| Feb 21, 2024 | PROSY ↗ | Prosus NV | Sale | Self | $100,001 - $250,000 | Mar 20, 2024 | 28d |
| Feb 9, 2024 | TMO ↗ | Thermo Fisher Scientific Inc | Sale | Self | $50,001 - $100,000 | Mar 20, 2024 | 40d |
| Feb 21, 2024 | SHEL ↗ | Shell PLC | Purchase | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 28d |
| Feb 20, 2024 | ACN ↗ | Accenture PLC | Sale | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 29d |
| Feb 14, 2024 | VOO ↗ | Vanguard S&P 500 ETF | Sale | Spouse | $1,000,001 - $5,000,000 | Mar 20, 2024 | 35d |
| Feb 16, 2024 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 33d |
| Feb 20, 2024 | MRK ↗ | Merck & Co Inc | Sale | Spouse | $1,001 - $15,000 | Mar 20, 2024 | 29d |
| Feb 21, 2024 | MAR ↗ | Marriott International Inc | Sale | Self | $15,001 - $50,000 | Mar 20, 2024 | 28d |
| Feb 23, 2024 | N/A | CONNECTICUT HOUSING FINANCE AUTHORITY | Purchase | Self | $100,001 - $250,000 | Mar 20, 2024 | 26d |
| Feb 1, 2024 | N/A | STATE OF WASHINGTON | Purchase | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 48d |
| Feb 23, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $100,001 - $250,000 | Mar 20, 2024 | 26d |
| Feb 23, 2024 | NFG ↗ | National Fuel Gas Co | Purchase | Spouse | $100,001 - $250,000 | Mar 20, 2024 | 26d |
| Feb 16, 2024 | ACN ↗ | Accenture PLC | Sale | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 33d |
| Feb 15, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Mar 20, 2024 | 34d |
| Feb 6, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Mar 20, 2024 | 43d |
| Feb 20, 2024 | CVX ↗ | Chevron Corp | Purchase | Self | $1,001 - $15,000 | Mar 20, 2024 | 29d |
| Feb 16, 2024 | N/A | CITY AND COUNTY OF DENVER COLORADO | Sale | Self | $50,001 - $100,000 | Mar 20, 2024 | 33d |
| Feb 6, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Mar 20, 2024 | 43d |
| Feb 15, 2024 | N/A | CRESSET PARTNERS PRIVATE CREDIT FUND LLC | Purchase | Self | $1,000,001 - $5,000,000 | Mar 20, 2024 | 34d |
| Feb 29, 2024 | N/A | INDUSTRIAL DEVELOPMENT AUTHORITY OF MOBI... | Purchase | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 20d |
| Feb 15, 2024 | N/A | CRESSET PARTNERS PRIVATE CREDIT FUND LLC | Purchase | Spouse | $1,000,001 - $5,000,000 | Mar 20, 2024 | 34d |
| Feb 28, 2024 | N/A | STATE OF NEW YORK MORTGAGE AGENCY | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 21d |
| Feb 21, 2024 | UNH ↗ | Unitedhealth Group Inc | Purchase | Spouse | $100,001 - $250,000 | Mar 20, 2024 | 28d |
| Feb 20, 2024 | CVX ↗ | Chevron Corp | Purchase | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 29d |
| Feb 21, 2024 | SF ↗ | Stifel Financial Corp | Purchase | Spouse | $1,001 - $15,000 | Mar 20, 2024 | 28d |
| Feb 26, 2024 | AMD ↗ | Advanced Micro Devices Inc | Purchase | Self | $15,001 - $50,000 | Mar 20, 2024 | 23d |
| Feb 9, 2024 | UBER ↗ | Uber Technologies Inc | Purchase | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 40d |
| Feb 22, 2024 | N/A | HPS SPECIAL SITUATIONS OPPORTUNITY FUND ... | Purchase | Spouse | $100,001 - $250,000 | Mar 20, 2024 | 27d |
| Feb 6, 2024 | N/A | CHARLESTON COUNTY SCHOOL DISTRICT SOUTH ... | Purchase | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 43d |
| Feb 8, 2024 | N/A | ENERGY NORTHWEST | Purchase | Self | $50,001 - $100,000 | Mar 20, 2024 | 41d |
| Feb 13, 2024 | N/A | CITY OF CARMEL REDEVELOPMENT AUTHORITY | Purchase | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 36d |