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 |
|---|---|---|---|---|---|---|---|
| Feb 21, 2024 | MAR ↗ | Marriott International Inc | Sale | Spouse | $15,001 - $50,000 | Mar 20, 2024 | 28d |
| Feb 21, 2024 | PROSY ↗ | Prosus NV | Sale | Spouse | $100,001 - $250,000 | Mar 20, 2024 | 28d |
| Feb 22, 2024 | BAYRY ↗ | Bayer AG | Sale | Spouse | $50,001 - $100,000 | Mar 20, 2024 | 27d |
| Jan 16, 2024 | PROSY ↗ | Prosus NV | Purchase | Self | $15,001 - $50,000 | Feb 22, 2024 | 37d |
| Jan 16, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Self | $15,001 - $50,000 | Feb 22, 2024 | 37d |
| Jan 25, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Feb 22, 2024 | 28d |
| Jan 16, 2024 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Sale | Self | $100,001 - $250,000 | Feb 22, 2024 | 37d |
| Jan 2, 2024 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 51d |
| Jan 10, 2024 | ALL ↗ | The Allstate Corporation | Sale | Spouse | $100,001 - $250,000 | Feb 22, 2024 | 43d |
| Jan 19, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Spouse | $100,001 - $250,000 | Feb 22, 2024 | 34d |
| Jan 22, 2024 | SPY ↗ | SPDR S&P 500 ETF Trust | Sale | Spouse | $100,001 - $250,000 | Feb 22, 2024 | 31d |
| Jan 19, 2024 | FDX ↗ | FedEx Corp | Sale | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 34d |
| Jan 19, 2024 | INTC ↗ | Intel Corp | Sale | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 34d |
| Jan 17, 2024 | HSIC ↗ | HENRY SCHEIN Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 29, 2024 | ENTG ↗ | Entegris Inc | Purchase | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 24d |
| Jan 25, 2024 | N/A | SAN ANTONIO TEXAS ELECTRICITY & GAS | Purchase | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 28d |
| Jan 17, 2024 | N/A | FORT BEND INDEPENDENT SCHOOL DISTRICT | Purchase | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 36d |
| Jan 10, 2024 | ALL ↗ | The Allstate Corporation | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 43d |
| Jan 25, 2024 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,000,001 - $5,000,000 | Feb 22, 2024 | 28d |
| Jan 19, 2024 | WFC ↗ | Wells Fargo & Co | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 8, 2024 | N/A | UNIFIED GOVERNMENT OF WYANDOTTE COUNTY A... | Purchase | Self | $1,001 - $15,000 | Feb 22, 2024 | 45d |
| Jan 19, 2024 | FDX ↗ | FedEx Corp | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 2, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 51d |
| Jan 2, 2024 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Self | $1,001 - $15,000 | Feb 22, 2024 | 51d |
| Jan 17, 2024 | N/A | FORT BEND INDEPENDENT SCHOOL DISTRICT | Purchase | Self | $15,001 - $50,000 | Feb 22, 2024 | 36d |
| Jan 19, 2024 | INTC ↗ | Intel Corp | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 26, 2024 | LIN ↗ | Linde PLC | Sale | Self | $15,001 - $50,000 | Feb 22, 2024 | 27d |
| Jan 22, 2024 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Self | $1,000,001 - $5,000,000 | Feb 22, 2024 | 31d |
| Jan 11, 2024 | NFLX ↗ | Netflix Inc | Sale | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 42d |
| Jan 19, 2024 | IBM ↗ | International Business Machines Corp | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 30, 2024 | N/A | US TREASURY BILLS | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 23d |
| Jan 19, 2024 | OSK ↗ | Oshkosh Corp | Sale | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 34d |
| Jan 19, 2024 | IBM ↗ | International Business Machines Corp | Sale | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 34d |
| Jan 25, 2024 | N/A | FEDERAL HOME LOAN BANKS | Sale | Self | $50,001 - $100,000 | Feb 22, 2024 | 28d |
| Jan 2, 2024 | OGVXX ↗ | JPMORGAN US GOVERNMENT MONEY MARKET FUND | Purchase | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 51d |
| Jan 29, 2024 | N/A | STATE OF CONNECTICUT | Sale | Self | $250,001 - $500,000 | Feb 22, 2024 | 24d |
| Jan 18, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $50,001 - $100,000 | Feb 22, 2024 | 35d |
| Jan 22, 2024 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Spouse | $1,000,001 - $5,000,000 | Feb 22, 2024 | 31d |
| Jan 25, 2024 | JPM ↗ | JPMorgan Chase & Co | Purchase | Spouse | $1,000,001 - $5,000,000 | Feb 22, 2024 | 28d |
| Jan 26, 2024 | N/A | BRAEMONT PARTNERS I LP | Purchase | Spouse | $100,001 - $250,000 | Feb 22, 2024 | 27d |
| Jan 22, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 31d |
| Jan 19, 2024 | OSK ↗ | Oshkosh Corp | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 18, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 35d |
| Jan 22, 2024 | N/A | STATE OF COLORADO | Purchase | Self | $50,001 - $100,000 | Feb 22, 2024 | 31d |
| Jan 2, 2024 | N/A | CITY OF ATLANTA | Sale | Spouse | $100,001 - $250,000 | Feb 22, 2024 | 51d |
| Jan 29, 2024 | N/A | STATE OF CONNECTICUT | Sale | Spouse | $250,001 - $500,000 | Feb 22, 2024 | 24d |
| Jan 29, 2024 | OXY ↗ | Occidental Petroleum Corp | Purchase | Self | $50,001 - $100,000 | Feb 22, 2024 | 24d |
| Jan 2, 2024 | OGVXX ↗ | JPMORGAN US GOVERNMENT MONEY MARKET FUND | Purchase | Self | $1,001 - $15,000 | Feb 22, 2024 | 51d |
| Jan 16, 2024 | N/A | STATE OF CONNECTICUT | Purchase | Spouse | $250,001 - $500,000 | Feb 22, 2024 | 37d |
| Jan 16, 2024 | VOO ↗ | Vanguard S&P 500 ETF | Sale | Spouse | $100,001 - $250,000 | Feb 22, 2024 | 37d |
| Jan 12, 2024 | UBER ↗ | Uber Technologies Inc | Purchase | Self | $15,001 - $50,000 | Feb 22, 2024 | 41d |
| Jan 22, 2024 | COF ↗ | Capital One Financial Corp | Purchase | Self | $15,001 - $50,000 | Feb 22, 2024 | 31d |
| Jan 23, 2024 | UBER ↗ | Uber Technologies Inc | Purchase | Self | $15,001 - $50,000 | Feb 22, 2024 | 30d |
| Jan 31, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $50,001 - $100,000 | Feb 22, 2024 | 22d |
| Jan 12, 2024 | N/A | SPOKANE SCHOOL DISTRICT NO 81 SPOKANE CO... | Sale | Self | $15,001 - $50,000 | Feb 22, 2024 | 41d |
| Jan 12, 2024 | N/A | SPOKANE SCHOOL DISTRICT NO 81 SPOKANE CO... | Sale | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 41d |
| Jan 23, 2024 | LIN ↗ | Linde PLC | Sale | Self | $15,001 - $50,000 | Feb 22, 2024 | 30d |
| Jan 29, 2024 | ACN ↗ | Accenture PLC | Sale | Self | $15,001 - $50,000 | Feb 22, 2024 | 24d |
| Jan 25, 2024 | N/A | FEDERAL HOME LOAN BANKS | Sale | Spouse | $100,001 - $250,000 | Feb 22, 2024 | 28d |
| Jan 17, 2024 | NSIT ↗ | Insight Enterprises Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | BJ ↗ | BJ's Wholesale Club Holdings Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 29, 2024 | ACN ↗ | Accenture PLC | Sale | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 24d |
| Jan 17, 2024 | ZION ↗ | Zions Bancorporation National Associatio... | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 4, 2024 | N/A | MAINE STATE HOUSING AUTHORITY | Purchase | Spouse | $100,001 - $250,000 | Feb 22, 2024 | 49d |
| Jan 25, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 28d |
| Jan 30, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 23d |
| Jan 17, 2024 | WTM ↗ | White Mountains Insurance Group Ltd | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 11, 2024 | NFLX ↗ | Netflix Inc | Sale | Self | $50,001 - $100,000 | Feb 22, 2024 | 42d |
| Jan 22, 2024 | SPY ↗ | SPDR S&P 500 ETF Trust | Sale | Self | $100,001 - $250,000 | Feb 22, 2024 | 31d |
| Jan 19, 2024 | AIG ↗ | American International Group Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 8, 2024 | N/A | UNIFIED GOVERNMENT OF WYANDOTTE COUNTY A... | Purchase | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 45d |
| Jan 26, 2024 | LIN ↗ | Linde PLC | Sale | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 27d |
| Jan 17, 2024 | FBIN ↗ | Fortune Brands Innovations Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 11, 2024 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $1,000,001 - $5,000,000 | Feb 22, 2024 | 42d |
| Jan 24, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 29d |
| Jan 17, 2024 | RHI ↗ | Robert Half International Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 12, 2024 | LIN ↗ | Linde PLC | Sale | Self | $15,001 - $50,000 | Feb 22, 2024 | 41d |
| Jan 23, 2024 | LIN ↗ | Linde PLC | Sale | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 30d |
| Jan 31, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 22d |
| Jan 12, 2024 | LIN ↗ | Linde PLC | Sale | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 41d |
| Jan 25, 2024 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $1,000,001 - $5,000,000 | Feb 22, 2024 | 28d |
| Jan 17, 2024 | IPG ↗ | The Interpublic Group of Cos Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | HLI ↗ | Houlihan Lokey Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | PRI ↗ | Primerica Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | SKX ↗ | Skechers U S A Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 22, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $50,001 - $100,000 | Feb 22, 2024 | 31d |
| Jan 2, 2024 | N/A | CITY OF ATLANTA | Sale | Self | $100,001 - $250,000 | Feb 22, 2024 | 51d |
| Jan 16, 2024 | VOO ↗ | Vanguard S&P 500 ETF | Sale | Self | $50,001 - $100,000 | Feb 22, 2024 | 37d |
| Jan 22, 2024 | BAYRY ↗ | Bayer AG | Purchase | Spouse | $100,001 - $250,000 | Feb 22, 2024 | 31d |
| Jan 17, 2024 | DCI ↗ | Donaldson Co Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | SSD ↗ | Simpson Manufacturing Co. Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 22, 2024 | SF ↗ | Stifel Financial Corp | Purchase | Self | $1,001 - $15,000 | Feb 22, 2024 | 31d |
| Jan 29, 2024 | ENTG ↗ | Entegris Inc | Purchase | Self | $15,001 - $50,000 | Feb 22, 2024 | 24d |
| Jan 25, 2024 | N/A | SAN ANTONIO TEXAS ELECTRICITY & GAS | Purchase | Self | $15,001 - $50,000 | Feb 22, 2024 | 28d |
| Jan 26, 2024 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 27d |
| Jan 4, 2024 | SKX ↗ | Skechers U S A Inc | Sale | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 49d |
| Jan 23, 2024 | EQH ↗ | Equitable Holdings Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 30d |
| Jan 11, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Feb 22, 2024 | 42d |
| Jan 11, 2024 | JPM ↗ | JPMorgan Chase & Co | Sale | Spouse | $1,000,001 - $5,000,000 | Feb 22, 2024 | 42d |
| Jan 22, 2024 | VTEB ↗ | VANGUARD TAX-EXEMPT BOND ETF | Sale | Spouse | $1,000,001 - $5,000,000 | Feb 22, 2024 | 31d |
| Jan 4, 2024 | N/A | MAINE STATE HOUSING AUTHORITY | Purchase | Self | $50,001 - $100,000 | Feb 22, 2024 | 49d |
| Jan 19, 2024 | LVS ↗ | Las Vegas Sands Corp | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 19, 2024 | ALLY ↗ | Ally Financial Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 19, 2024 | MUR ↗ | Murphy Oil Corp | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 19, 2024 | TPR ↗ | Tapestry Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 19, 2024 | AIG ↗ | American International Group Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 12, 2024 | UBER ↗ | Uber Technologies Inc | Purchase | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 41d |
| Jan 22, 2024 | N/A | STATE OF COLORADO | Purchase | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 31d |
| Jan 22, 2024 | COF ↗ | Capital One Financial Corp | Purchase | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 31d |
| Jan 16, 2024 | PROSY ↗ | Prosus NV | Purchase | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 37d |
| Jan 23, 2024 | UBER ↗ | Uber Technologies Inc | Purchase | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 30d |
| Jan 17, 2024 | VVV ↗ | Valvoline Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 23, 2024 | N/A | US TREASURY BILLS | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 30d |
| Jan 19, 2024 | ALL ↗ | The Allstate Corporation | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 22, 2024 | VTEB ↗ | VANGUARD TAX-EXEMPT BOND ETF | Sale | Self | $1,000,001 - $5,000,000 | Feb 22, 2024 | 31d |
| Jan 19, 2024 | MUR ↗ | Murphy Oil Corp | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 19, 2024 | TPR ↗ | Tapestry Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 18, 2024 | AON ↗ | Aon PLC | Purchase | Self | $50,001 - $100,000 | Feb 22, 2024 | 35d |
| Jan 26, 2024 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Self | $15,001 - $50,000 | Feb 22, 2024 | 27d |
| Jan 4, 2024 | SKX ↗ | Skechers U S A Inc | Sale | Self | $15,001 - $50,000 | Feb 22, 2024 | 49d |
| Jan 17, 2024 | RHI ↗ | Robert Half International Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | G ↗ | Genpact Ltd | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 24, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $15,001 - $50,000 | Feb 22, 2024 | 29d |
| Jan 17, 2024 | VVV ↗ | Valvoline Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | FBIN ↗ | Fortune Brands Innovations Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 5, 2024 | N/A | US TREASURY BILLS | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 48d |
| Jan 30, 2024 | N/A | US TREASURY BILLS | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 23d |
| Jan 17, 2024 | PLXS ↗ | Plexus Corp | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | GTES ↗ | Gates Industrial Corp PLC | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | IPG ↗ | The Interpublic Group of Cos Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | HLI ↗ | Houlihan Lokey Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | PRI ↗ | Primerica Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | SKX ↗ | Skechers U S A Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | DCI ↗ | Donaldson Co Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 23, 2024 | N/A | US TREASURY BILLS | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 30d |
| Jan 17, 2024 | SSD ↗ | Simpson Manufacturing Co. Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | NSIT ↗ | Insight Enterprises Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | ZION ↗ | Zions Bancorporation National Associatio... | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 30, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 23d |
| Jan 22, 2024 | BAYRY ↗ | Bayer AG | Purchase | Self | $100,001 - $250,000 | Feb 22, 2024 | 31d |
| Jan 26, 2024 | N/A | COMMONWEALTH OF MASSACHUSETTS | Purchase | Self | $100,001 - $250,000 | Feb 22, 2024 | 27d |
| Jan 26, 2024 | AMD ↗ | Advanced Micro Devices Inc | Purchase | Self | $50,001 - $100,000 | Feb 22, 2024 | 27d |
| Jan 11, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 42d |
| Jan 16, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 37d |
| Jan 17, 2024 | WTM ↗ | White Mountains Insurance Group Ltd | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | BECN ↗ | Beacon Roofing Supply Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | BJ ↗ | BJ's Wholesale Club Holdings Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | HSIC ↗ | HENRY SCHEIN Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 25, 2024 | JPM ↗ | JPMorgan Chase & Co | Sale | Spouse | $1,000,001 - $5,000,000 | Feb 22, 2024 | 28d |
| Jan 17, 2024 | PLXS ↗ | Plexus Corp | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 17, 2024 | GTES ↗ | Gates Industrial Corp PLC | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 23, 2024 | TSN ↗ | Tyson Foods Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 30d |
| Jan 19, 2024 | ALL ↗ | The Allstate Corporation | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 19, 2024 | LVS ↗ | Las Vegas Sands Corp | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 19, 2024 | ALLY ↗ | Ally Financial Inc | Sale | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 16, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $50,001 - $100,000 | Feb 22, 2024 | 37d |
| Jan 10, 2024 | C ↗ | Citigroup Inc | Purchase | Spouse | $100,001 - $250,000 | Feb 22, 2024 | 43d |
| Jan 19, 2024 | SF ↗ | Stifel Financial Corp | Purchase | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 34d |
| Jan 11, 2024 | N/A | CAFFEINATED CAPITAL 2023 ALLOCATE ACCESS... | Purchase | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 42d |
| Jan 22, 2024 | SF ↗ | Stifel Financial Corp | Purchase | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 31d |
| Jan 17, 2024 | BECN ↗ | Beacon Roofing Supply Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Jan 26, 2024 | AMD ↗ | Advanced Micro Devices Inc | Purchase | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 27d |
| Jan 18, 2024 | AON ↗ | Aon PLC | Purchase | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 35d |
| Jan 29, 2024 | OXY ↗ | Occidental Petroleum Corp | Purchase | Spouse | $50,001 - $100,000 | Feb 22, 2024 | 24d |
| Jan 16, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 37d |
| Jan 19, 2024 | SF ↗ | Stifel Financial Corp | Purchase | Self | $1,001 - $15,000 | Feb 22, 2024 | 34d |
| Jan 10, 2024 | C ↗ | Citigroup Inc | Purchase | Self | $15,001 - $50,000 | Feb 22, 2024 | 43d |
| Jan 2, 2024 | JTSXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Feb 22, 2024 | 51d |
| Jan 5, 2024 | N/A | US TREASURY BILLS | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 48d |
| Jan 11, 2024 | JPM ↗ | JPMorgan Chase & Co | Purchase | Spouse | $1,000,001 - $5,000,000 | Feb 22, 2024 | 42d |
| Jan 11, 2024 | N/A | CAFFEINATED CAPITAL 2023 ALLOCATE ACCESS... | Purchase | Self | $1,001 - $15,000 | Feb 22, 2024 | 42d |
| Jan 28, 2024 | N/A | BRAEMONT PARTNERS I LP | Purchase | Self | $100,001 - $250,000 | Feb 22, 2024 | 25d |
| Jan 23, 2024 | TSN ↗ | Tyson Foods Inc | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 30d |
| Jan 11, 2024 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,000,001 - $5,000,000 | Feb 22, 2024 | 42d |
| Jan 23, 2024 | EQH ↗ | Equitable Holdings Inc | Sale | Spouse | $15,001 - $50,000 | Feb 22, 2024 | 30d |
| Jan 17, 2024 | G ↗ | Genpact Ltd | Sale | Spouse | $1,001 - $15,000 | Feb 22, 2024 | 36d |
| Nov 1, 2023 | DFAS ↗ | DIMENSIONAL US SML CAP ETF | Purchase | Self | $500,001 - $1,000,000 | Dec 14, 2023 | 43d |
| Nov 16, 2023 | JPM ↗ | JPMorgan Chase & Co | Sale | Spouse | $1,000,001 - $5,000,000 | Dec 14, 2023 | 28d |
| Nov 2, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Spouse | $1,000,001 - $5,000,000 | Dec 14, 2023 | 42d |
| Nov 1, 2023 | PLXS ↗ | Plexus Corp | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 30, 2023 | N/A | CITY OF CAPE CORAL FLORIDA | Purchase | Spouse | $1,001 - $15,000 | Dec 14, 2023 | 14d |
| Nov 1, 2023 | FLT ↗ | FleetCor Technologies Inc | Sale | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | ANET ↗ | Arista Networks Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 16, 2023 | TPR ↗ | Tapestry Inc | Sale | Spouse | $250,001 - $500,000 | Dec 14, 2023 | 28d |
| Nov 1, 2023 | ATR ↗ | AptarGroup Inc | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 17, 2023 | N/A | M2G STONE OAK LTD | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 27d |
| Nov 7, 2023 | MNST ↗ | Monster Beverage Corp | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 37d |
| Nov 17, 2023 | FBIN ↗ | Fortune Brands Innovations Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 27d |
| Nov 10, 2023 | N/A | STATE OF MASSACHUSETTS | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 34d |
| Nov 7, 2023 | DXC ↗ | DXC Technology Co | Sale | Spouse | $250,001 - $500,000 | Dec 14, 2023 | 37d |
| Nov 16, 2023 | CVX ↗ | Chevron Corp | Purchase | Spouse | $100,001 - $250,000 | Dec 14, 2023 | 28d |
| Nov 15, 2023 | LCII ↗ | LCI Industries | Sale | Spouse | $50,001 - $100,000 | Dec 14, 2023 | 29d |
| Nov 1, 2023 | SSD ↗ | Simpson Manufacturing Co. Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | SKX ↗ | Skechers U S A Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 8, 2023 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 36d |
| Nov 13, 2023 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 31d |
| Nov 16, 2023 | OSK ↗ | Oshkosh Corp | Purchase | Spouse | $100,001 - $250,000 | Dec 14, 2023 | 28d |
| Nov 20, 2023 | N/A | RECURRING CAPITAL FUND IV LP | Purchase | Spouse | $100,001 - $250,000 | Dec 14, 2023 | 24d |
| Nov 1, 2023 | TRS ↗ | TriMas Corp | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | ZION ↗ | Zions Bancorporation National Associatio... | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 2, 2023 | VMFXX ↗ | VANGUARD FEDERAL MONEY MARKET FUND | Sale | Self | $50,001 - $100,000 | Dec 14, 2023 | 42d |
| Nov 3, 2023 | FLT ↗ | FleetCor Technologies Inc | Sale | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 41d |
| Nov 8, 2023 | WFC ↗ | Wells Fargo & Co | Sale | Spouse | $100,001 - $250,000 | Dec 14, 2023 | 36d |
| Nov 1, 2023 | WTM ↗ | White Mountains Insurance Group Ltd | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 30, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Spouse | $1,000,001 - $5,000,000 | Dec 14, 2023 | 14d |
| Nov 10, 2023 | N/A | CLEAR CREEK COUNTY | Sale | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 34d |
| Nov 1, 2023 | FCFS ↗ | FirstCash Holdings Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 22, 2023 | FN ↗ | FABRINET | Sale | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 22d |
| Nov 9, 2023 | N/A | CITY OF DALLAS | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 35d |
| Nov 1, 2023 | BJ ↗ | BJ's Wholesale Club Holdings Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 20, 2023 | VVV ↗ | Valvoline Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 24d |
| Nov 2, 2023 | CMG ↗ | Chipotle Mexican Grill Inc | Purchase | Spouse | $50,001 - $100,000 | Dec 14, 2023 | 42d |
| Nov 2, 2023 | FLT ↗ | FleetCor Technologies Inc | Sale | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 42d |
| Nov 7, 2023 | N/A | ELK GROVE UNIFIED SCHOOL DISTRICT | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 37d |
| Nov 1, 2023 | DFAS ↗ | DIMENSIONAL US SML CAP ETF | Purchase | Spouse | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | PLXS ↗ | Plexus Corp | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 17, 2023 | N/A | PORTLAND WATER DISTRICT | Purchase | Spouse | $100,001 - $250,000 | Dec 14, 2023 | 27d |
| Nov 1, 2023 | CSL ↗ | Carlisle Cos Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | FLT ↗ | FleetCor Technologies Inc | Sale | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 16, 2023 | CVX ↗ | Chevron Corp | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 28d |
| Nov 20, 2023 | LBRDK ↗ | Liberty Broadband Corp | Sale | Spouse | $250,001 - $500,000 | Dec 14, 2023 | 24d |
| Nov 1, 2023 | CTS ↗ | CTS Corp | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | IPG ↗ | The Interpublic Group of Cos Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 20, 2023 | N/A | RECURRING CAPITAL FUND IV LP | Purchase | Self | $100,001 - $250,000 | Dec 14, 2023 | 24d |
| Nov 13, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $1,001 - $15,000 | Dec 14, 2023 | 31d |
| Nov 15, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $15,001 - $50,000 | Dec 14, 2023 | 29d |
| Nov 13, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $1,001 - $15,000 | Dec 14, 2023 | 31d |
| Nov 21, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 23d |
| Nov 1, 2023 | HLI ↗ | Houlihan Lokey Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | G ↗ | Genpact Ltd | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | GTES ↗ | Gates Industrial Corp PLC | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | AIT ↗ | Applied Industrial Technologies Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | VVV ↗ | Valvoline Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 15, 2023 | VVV ↗ | Valvoline Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 29d |
| Nov 20, 2023 | VVV ↗ | Valvoline Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 24d |
| Nov 1, 2023 | FBIN ↗ | Fortune Brands Innovations Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | GTES ↗ | Gates Industrial Corp PLC | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | G ↗ | Genpact Ltd | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | HLI ↗ | Houlihan Lokey Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | NSIT ↗ | Insight Enterprises Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 7, 2023 | DXC ↗ | DXC Technology Co | Sale | Self | $15,001 - $50,000 | Dec 14, 2023 | 37d |
| Nov 15, 2023 | VVV ↗ | Valvoline Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 29d |
| Nov 13, 2023 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 31d |
| Nov 8, 2023 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 36d |
| Nov 1, 2023 | SKX ↗ | Skechers U S A Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | SSD ↗ | Simpson Manufacturing Co. Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 3, 2023 | N/A | SHERMAN INDEPENDENT SCHOOL DISTRICT | Purchase | Spouse | $50,001 - $100,000 | Dec 14, 2023 | 41d |
| Nov 1, 2023 | HSIC ↗ | HENRY SCHEIN Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 14, 2023 | HSIC ↗ | HENRY SCHEIN Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 30d |
| Nov 1, 2023 | LCII ↗ | LCI Industries | Purchase | Spouse | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | ITT ↗ | ITT Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 10, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 34d |
| Nov 15, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 29d |
| Nov 22, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Dec 14, 2023 | 22d |
| Nov 24, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Dec 14, 2023 | 20d |
| Nov 3, 2023 | EPAM ↗ | EPAM Systems Inc | Sale | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 41d |
| Nov 20, 2023 | CHTR ↗ | Charter Communications Inc | Purchase | Spouse | $250,001 - $500,000 | Dec 14, 2023 | 24d |
| Nov 1, 2023 | CSL ↗ | Carlisle Cos Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | BJ ↗ | BJ's Wholesale Club Holdings Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 22, 2023 | BJ ↗ | BJ's Wholesale Club Holdings Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 22d |
| Nov 1, 2023 | BECN ↗ | Beacon Roofing Supply Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | ARW ↗ | Arrow Electronics Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 16, 2023 | ARW ↗ | Arrow Electronics Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 28d |
| Nov 1, 2023 | ANET ↗ | Arista Networks Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | ATR ↗ | AptarGroup Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | AIT ↗ | Applied Industrial Technologies Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | CNM ↗ | CORE & MAIN INC | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | AMZN ↗ | Amazon.com Inc | Purchase | Spouse | $50,001 - $100,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 30, 2023 | JPM ↗ | JPMorgan Chase & Co | Sale | Spouse | $1,000,001 - $5,000,000 | Dec 14, 2023 | 14d |
| Nov 1, 2023 | VVV ↗ | Valvoline Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 10, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $15,001 - $50,000 | Dec 14, 2023 | 34d |
| Nov 2, 2023 | CMG ↗ | Chipotle Mexican Grill Inc | Purchase | Self | $50,001 - $100,000 | Dec 14, 2023 | 42d |
| Nov 15, 2023 | N/A | CONNECTICUT HOUSING FINANCE AUTHORITY | Sale | Self | $100,001 - $250,000 | Dec 14, 2023 | 29d |
| Nov 1, 2023 | CNM ↗ | CORE & MAIN INC | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 21, 2023 | N/A | CYPRESS FAIRBANKS INDEPENDENT SCHOOL DIS... | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 23d |
| Nov 1, 2023 | TRS ↗ | TriMas Corp | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 10, 2023 | N/A | STATE OF MASSACHUSETTS | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 34d |
| Nov 21, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Sale | Self | $15,001 - $50,000 | Dec 14, 2023 | 23d |
| Nov 1, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 30, 2023 | N/A | CITY OF CAPE CORAL FLORIDA | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 14d |
| Nov 1, 2023 | LGIH ↗ | LGI Homes Inc | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 30, 2023 | N/A | LEXINGTON FAYETTE URBAN COUNTY GOVERNMEN... | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 14d |
| Nov 16, 2023 | OSK ↗ | Oshkosh Corp | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 28d |
| Nov 16, 2023 | TPR ↗ | Tapestry Inc | Sale | Self | $15,001 - $50,000 | Dec 14, 2023 | 28d |
| Nov 8, 2023 | WFC ↗ | Wells Fargo & Co | Sale | Self | $1,001 - $15,000 | Dec 14, 2023 | 36d |
| Nov 2, 2023 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $1,000,001 - $5,000,000 | Dec 14, 2023 | 42d |
| Nov 1, 2023 | NVT ↗ | nVent Electric PLC | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | FCFS ↗ | FirstCash Holdings Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 24, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 20d |
| Nov 1, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 17, 2023 | FBIN ↗ | Fortune Brands Innovations Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 27d |
| Nov 14, 2023 | HSIC ↗ | HENRY SCHEIN Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 30d |
| Nov 1, 2023 | RHI ↗ | Robert Half International Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | PRI ↗ | Primerica Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 22, 2023 | FN ↗ | FABRINET | Sale | Self | $15,001 - $50,000 | Dec 14, 2023 | 22d |
| Nov 1, 2023 | FN ↗ | FABRINET | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 2, 2023 | EPAM ↗ | EPAM Systems Inc | Sale | Self | $15,001 - $50,000 | Dec 14, 2023 | 42d |
| Nov 3, 2023 | EPAM ↗ | EPAM Systems Inc | Sale | Self | $15,001 - $50,000 | Dec 14, 2023 | 41d |
| Nov 1, 2023 | N/A | CITIES OF DALLAS AND FORT WORTH TEXAS | Sale | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | DCI ↗ | Donaldson Co Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | WTM ↗ | White Mountains Insurance Group Ltd | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | IPG ↗ | The Interpublic Group of Cos Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | LGIH ↗ | LGI Homes Inc | Purchase | Spouse | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 16, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,000,001 - $5,000,000 | Dec 14, 2023 | 28d |
| Nov 10, 2023 | N/A | CLEAR CREEK COUNTY | Sale | Self | $1,001 - $15,000 | Dec 14, 2023 | 34d |
| Nov 16, 2023 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $1,000,001 - $5,000,000 | Dec 14, 2023 | 28d |
| Nov 2, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,000,001 - $5,000,000 | Dec 14, 2023 | 42d |
| Nov 9, 2023 | N/A | CITY OF DALLAS | Purchase | Self | $50,001 - $100,000 | Dec 14, 2023 | 35d |
| Nov 1, 2023 | TKR ↗ | The Timken Co | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | NVT ↗ | nVent Electric PLC | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 15, 2023 | LCII ↗ | LCI Industries | Sale | Self | $50,001 - $100,000 | Dec 14, 2023 | 29d |
| Nov 1, 2023 | LCII ↗ | LCI Industries | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | AMZN ↗ | Amazon.com Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 15, 2023 | N/A | CONNECTICUT HOUSING FINANCE AUTHORITY | Sale | Spouse | $100,001 - $250,000 | Dec 14, 2023 | 29d |
| Nov 2, 2023 | N/A | LKCM HEADWATER INVESTMENTS IV LP | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 42d |
| Nov 1, 2023 | N/A | COMMONWEALTH OF VIRGINIA | Sale | Self | $50,001 - $100,000 | Dec 14, 2023 | 43d |
| Nov 20, 2023 | LBRDK ↗ | Liberty Broadband Corp | Sale | Self | $250,001 - $500,000 | Dec 14, 2023 | 24d |
| Nov 1, 2023 | FBIN ↗ | Fortune Brands Innovations Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Spouse | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 17, 2023 | TKR ↗ | The Timken Co | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 27d |
| Nov 3, 2023 | N/A | STATE OF CONNECTICUT | Purchase | Spouse | $100,001 - $250,000 | Dec 14, 2023 | 41d |
| Nov 1, 2023 | ITT ↗ | ITT Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 20, 2023 | CHTR ↗ | Charter Communications Inc | Purchase | Self | $250,001 - $500,000 | Dec 14, 2023 | 24d |
| Nov 16, 2023 | ARW ↗ | Arrow Electronics Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 28d |
| Nov 1, 2023 | ZION ↗ | Zions Bancorporation National Associatio... | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 7, 2023 | MNST ↗ | Monster Beverage Corp | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 37d |
| Nov 1, 2023 | PRI ↗ | Primerica Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | RHI ↗ | Robert Half International Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 16, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Spouse | $1,000,001 - $5,000,000 | Dec 14, 2023 | 28d |
| Nov 1, 2023 | NSIT ↗ | Insight Enterprises Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | N/A | COMMONWEALTH OF VIRGINIA | Sale | Spouse | $100,001 - $250,000 | Dec 14, 2023 | 43d |
| Nov 2, 2023 | FLT ↗ | FleetCor Technologies Inc | Sale | Self | $15,001 - $50,000 | Dec 14, 2023 | 42d |
| Nov 3, 2023 | FLT ↗ | FleetCor Technologies Inc | Sale | Self | $15,001 - $50,000 | Dec 14, 2023 | 41d |
| Nov 22, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 22d |
| Nov 1, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 30, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,000,001 - $5,000,000 | Dec 14, 2023 | 14d |
| Nov 22, 2023 | BJ ↗ | BJ's Wholesale Club Holdings Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 22d |
| Nov 1, 2023 | BECN ↗ | Beacon Roofing Supply Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | ARW ↗ | Arrow Electronics Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | CTS ↗ | CTS Corp | Purchase | Spouse | $1,001 - $15,000 | Dec 14, 2023 | 43d |
| Nov 3, 2023 | N/A | STATE OF CONNECTICUT | Purchase | Self | $50,001 - $100,000 | Dec 14, 2023 | 41d |
| Nov 30, 2023 | N/A | LEXINGTON FAYETTE URBAN COUNTY GOVERNMEN... | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 14d |
| Nov 1, 2023 | N/A | CITIES OF DALLAS AND FORT WORTH TEXAS | Sale | Self | $50,001 - $100,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | FN ↗ | FABRINET | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 2, 2023 | EPAM ↗ | EPAM Systems Inc | Sale | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 42d |
| Nov 7, 2023 | N/A | ELK GROVE UNIFIED SCHOOL DISTRICT | Purchase | Spouse | $50,001 - $100,000 | Dec 14, 2023 | 37d |
| Nov 1, 2023 | DCI ↗ | Donaldson Co Inc | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 1, 2023 | TKR ↗ | The Timken Co | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Nov 30, 2023 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $1,000,001 - $5,000,000 | Dec 14, 2023 | 14d |
| Nov 8, 2023 | N/A | EL PRADO STONE LP | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 36d |
| Nov 2, 2023 | N/A | LKCM HEADWATER INVESTMENTS IV LP | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 42d |
| Nov 17, 2023 | TKR ↗ | The Timken Co | Purchase | Spouse | $15,001 - $50,000 | Dec 14, 2023 | 27d |
| Nov 21, 2023 | N/A | CYPRESS FAIRBANKS INDEPENDENT SCHOOL DIS... | Purchase | Spouse | $50,001 - $100,000 | Dec 14, 2023 | 23d |
| Nov 8, 2023 | N/A | EL PRADO STONE LP | Purchase | Spouse | $50,001 - $100,000 | Dec 14, 2023 | 36d |
| Nov 3, 2023 | N/A | M2G STONE OAK LTD | Purchase | Self | $100,001 - $250,000 | Dec 14, 2023 | 41d |
| Nov 1, 2023 | HSIC ↗ | HENRY SCHEIN Inc | Purchase | Self | $15,001 - $50,000 | Dec 14, 2023 | 43d |
| Oct 27, 2023 | MSFT ↗ | Microsoft Corp | Sale | Spouse | $250,001 - $500,000 | Nov 17, 2023 | 21d |
| Oct 27, 2023 | LIN ↗ | Linde PLC | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 2, 2023 | NFLX ↗ | Netflix Inc | Sale | Self | $50,001 - $100,000 | Nov 17, 2023 | 46d |
| Oct 26, 2023 | N/A | NEW YORK CITY TRANSITIONAL FINANCE AUTHO... | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 22d |
| Oct 2, 2023 | NFLX ↗ | Netflix Inc | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 46d |
| Oct 18, 2023 | BSX ↗ | Boston Scientific Corp | Purchase | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 30d |
| Oct 31, 2023 | BSX ↗ | Boston Scientific Corp | Purchase | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 17d |
| Oct 31, 2023 | BSX ↗ | Boston Scientific Corp | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 17d |
| Oct 27, 2023 | BSX ↗ | Boston Scientific Corp | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Oct 18, 2023 | CMG ↗ | Chipotle Mexican Grill Inc | Purchase | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 30d |
| Oct 27, 2023 | ENTG ↗ | Entegris Inc | Sale | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 18, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 30d |
| Oct 25, 2023 | N/A | ILLINOIS STATE UNIVERSITY | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 23d |
| Oct 27, 2023 | N/A | NORTHSIDE INDEPENDENT SCHOOL DISTRICT | Sale | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 27, 2023 | NVDA ↗ | NVIDIA Corporation | Sale | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 21d |
| Oct 12, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 36d |
| Oct 18, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $15,001 - $50,000 | Nov 17, 2023 | 30d |
| Oct 25, 2023 | N/A | PASADENA ECONOMIC DEVELOPMENT CORPORATIO... | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 23d |
| Oct 26, 2023 | N/A | NEW YORK CITY TRANSITIONAL FINANCE AUTHO... | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 22d |
| Oct 19, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 29d |
| Oct 12, 2023 | SHEL ↗ | Shell PLC | Purchase | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 36d |
| Oct 27, 2023 | NBIX ↗ | Neurocrine Biosciences Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 3, 2023 | N/A | METROPOLITAN WASHINGTON AIRPORTS AUTHORI... | Sale | Self | $50,001 - $100,000 | Nov 17, 2023 | 45d |
| Oct 27, 2023 | BSX ↗ | Boston Scientific Corp | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 31, 2023 | BSX ↗ | Boston Scientific Corp | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 17d |
| Oct 31, 2023 | BSX ↗ | Boston Scientific Corp | Purchase | Self | $15,001 - $50,000 | Nov 17, 2023 | 17d |
| Oct 27, 2023 | AMZN ↗ | Amazon.com Inc | Sale | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 21d |
| Oct 31, 2023 | AMZN ↗ | Amazon.com Inc | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 17d |
| Oct 19, 2023 | N/A | SOUTH WILLIAMSPORT AREA SCHOOL DISTRICT | Purchase | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 29d |
| Oct 29, 2023 | NSIT ↗ | Insight Enterprises Inc | Sale | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 19d |
| Oct 2, 2023 | IAC ↗ | IAC/InterActiveCorp | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 46d |
| Oct 28, 2023 | GE ↗ | General Electric Co | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 20d |
| Oct 5, 2023 | N/A | NEW YORK CITY MUNICIPAL WATER FINANCE AU... | Purchase | Self | $15,001 - $50,000 | Nov 17, 2023 | 43d |
| Oct 3, 2023 | N/A | SOUTHCENTRAL PENNSYLVANIA GENERAL AUTHOR... | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 45d |
| Oct 12, 2023 | N/A | TEXAS WATER DEVELOPMENT BOARD | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 36d |
| Oct 27, 2023 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Oct 31, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 17d |
| Oct 6, 2023 | N/A | OHIO HOUSING FINANCE AGENCY | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 42d |
| Oct 19, 2023 | N/A | US TREASURY BILLS | Sale | Self | $1,001 - $15,000 | Nov 17, 2023 | 29d |
| Oct 16, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $50,001 - $100,000 | Nov 17, 2023 | 32d |
| Oct 31, 2023 | GOOGL ↗ | Alphabet Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 17d |
| Oct 4, 2023 | N/A | CITY OF NEW BRAUNFELS TEXAS | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 44d |
| Oct 12, 2023 | N/A | HARTSFIELD JACKSON INTERNATIONAL AIRPORT... | Purchase | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 36d |
| Oct 27, 2023 | ASML ↗ | ASML Holding NV | Sale | Self | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Oct 31, 2023 | GOOGL ↗ | Alphabet Inc | Purchase | Self | $15,001 - $50,000 | Nov 17, 2023 | 17d |
| Oct 5, 2023 | JPM ↗ | JPMorgan Chase & Co | Sale | Spouse | $1,000,001 - $5,000,000 | Nov 17, 2023 | 43d |
| Oct 27, 2023 | INTU ↗ | Intuit Inc | Sale | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 21d |
| Oct 5, 2023 | G ↗ | Genpact Ltd | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 43d |
| Oct 12, 2023 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Self | $50,001 - $100,000 | Nov 17, 2023 | 36d |
| Oct 27, 2023 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Self | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Oct 27, 2023 | PAYC ↗ | Paycom Software Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 5, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Spouse | $1,000,001 - $5,000,000 | Nov 17, 2023 | 43d |
| Oct 19, 2023 | JPM ↗ | JPMorgan Chase & Co | Sale | Spouse | $1,000,001 - $5,000,000 | Nov 17, 2023 | 29d |
| Oct 27, 2023 | MNST ↗ | Monster Beverage Corp | Sale | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 13, 2023 | N/A | US TREASURY BILLS | Sale | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 35d |
| Oct 19, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Spouse | $1,000,001 - $5,000,000 | Nov 17, 2023 | 29d |
| Oct 27, 2023 | ACN ↗ | Accenture PLC | Sale | Self | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Oct 2, 2023 | OGVXX ↗ | JPMORGAN US GOVERNMENT MONEY MARKET FUND | Purchase | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 46d |
| Oct 2, 2023 | DFCEX ↗ | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 46d |
| Oct 2, 2023 | VWLUX ↗ | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 46d |
| Oct 27, 2023 | ENTG ↗ | Entegris Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 27, 2023 | MSFT ↗ | Microsoft Corp | Sale | Self | $100,001 - $250,000 | Nov 17, 2023 | 21d |
| Oct 27, 2023 | MNST ↗ | Monster Beverage Corp | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 18, 2023 | PYPL ↗ | PayPal Holdings Inc | Sale | Self | $1,001 - $15,000 | Nov 17, 2023 | 30d |
| Oct 6, 2023 | N/A | US TREASURY BILLS | Sale | Self | $1,001 - $15,000 | Nov 17, 2023 | 42d |
| Oct 27, 2023 | PYPL ↗ | PayPal Holdings Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 31, 2023 | PYPL ↗ | PayPal Holdings Inc | Sale | Self | $50,001 - $100,000 | Nov 17, 2023 | 17d |
| Oct 17, 2023 | N/A | UNIVERSITY OF KANSAS HOSPITAL AUTHORITY | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 31d |
| Oct 27, 2023 | V ↗ | Visa Inc | Sale | Self | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Sep 28, 2023 | N/A | ALBANY ROAD STRATEGIC OPPORTUNITY FUND L... | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 50d |
| Oct 31, 2023 | SUI ↗ | Sun Communities Inc | Purchase | Self | $15,001 - $50,000 | Nov 17, 2023 | 17d |
| Oct 5, 2023 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $1,000,001 - $5,000,000 | Nov 17, 2023 | 43d |
| Oct 27, 2023 | TMO ↗ | Thermo Fisher Scientific Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 27, 2023 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 3, 2023 | N/A | US TREASURY BILLS | Sale | Self | $1,001 - $15,000 | Nov 17, 2023 | 45d |
| Oct 25, 2023 | META ↗ | Meta Platforms Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 23d |
| Oct 27, 2023 | NBIX ↗ | Neurocrine Biosciences Inc | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Oct 27, 2023 | FTNT ↗ | Fortinet Inc | Sale | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 19, 2023 | N/A | HIDALGO COUNTY TX | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 29d |
| Oct 13, 2023 | ELV ↗ | Elevance Health Inc | Purchase | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 35d |
| Sep 29, 2023 | ELV ↗ | Elevance Health Inc | Purchase | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 49d |
| Sep 29, 2023 | CNM ↗ | CORE & MAIN INC | Purchase | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 49d |
| Oct 10, 2023 | COP ↗ | ConocoPhillips | Purchase | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 38d |
| Oct 12, 2023 | C ↗ | Citigroup Inc | Sale | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 36d |
| Oct 4, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 44d |
| Sep 29, 2023 | ELV ↗ | Elevance Health Inc | Purchase | Self | $50,001 - $100,000 | Nov 17, 2023 | 49d |
| Oct 18, 2023 | BSX ↗ | Boston Scientific Corp | Purchase | Self | $15,001 - $50,000 | Nov 17, 2023 | 30d |
| Oct 31, 2023 | N/A | AVONWORTH SCHOOL DISTRICT | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 17d |
| Oct 3, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 45d |
| Oct 2, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $50,001 - $100,000 | Nov 17, 2023 | 46d |
| Oct 31, 2023 | SUI ↗ | Sun Communities Inc | Purchase | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 17d |
| Oct 20, 2023 | N/A | CITY OF MILLBROOK ALABAMA | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 2, 2023 | META ↗ | Meta Platforms Inc | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 46d |
| Oct 25, 2023 | D ↗ | Dominion Energy Inc | Sale | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 23d |
| Oct 25, 2023 | T ↗ | AT&T Inc | Purchase | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 23d |
| Oct 27, 2023 | ADP ↗ | Automatic Data Processing Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Sep 28, 2023 | N/A | ALBANY ROAD STRATEGIC OPPORTUNITY FUND L... | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 50d |
| Oct 10, 2023 | COP ↗ | ConocoPhillips | Purchase | Self | $15,001 - $50,000 | Nov 17, 2023 | 38d |
| Oct 25, 2023 | N/A | ILLINOIS STATE UNIVERSITY | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 23d |
| Sep 29, 2023 | TKR ↗ | The Timken Co | Purchase | Self | $50,001 - $100,000 | Nov 17, 2023 | 49d |
| Oct 3, 2023 | N/A | SOUTHCENTRAL PENNSYLVANIA GENERAL AUTHOR... | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 45d |
| Oct 27, 2023 | PYPL ↗ | PayPal Holdings Inc | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Oct 27, 2023 | ADSK ↗ | AUTODESK Inc | Sale | Self | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Oct 2, 2023 | META ↗ | Meta Platforms Inc | Sale | Self | $50,001 - $100,000 | Nov 17, 2023 | 46d |
| Oct 13, 2023 | ELV ↗ | Elevance Health Inc | Purchase | Self | $50,001 - $100,000 | Nov 17, 2023 | 35d |
| Oct 11, 2023 | N/A | CITY AND COUNTY OF HONOLULU | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 37d |
| Oct 6, 2023 | N/A | M2G STONE OAK LTD | Purchase | Self | $1,000,001 - $5,000,000 | Nov 17, 2023 | 42d |
| Oct 27, 2023 | ADBE ↗ | Adobe Inc | Sale | Self | $100,001 - $250,000 | Nov 17, 2023 | 21d |
| Oct 11, 2023 | N/A | CITY AND COUNTY OF HONOLULU | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 37d |
| Oct 27, 2023 | CMG ↗ | Chipotle Mexican Grill Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Oct 12, 2023 | C ↗ | Citigroup Inc | Sale | Self | $100,001 - $250,000 | Nov 17, 2023 | 36d |
| Oct 19, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,000,001 - $5,000,000 | Nov 17, 2023 | 29d |
| Oct 27, 2023 | MA ↗ | Mastercard Inc | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Oct 4, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $100,001 - $250,000 | Nov 17, 2023 | 44d |
| Oct 31, 2023 | PYPL ↗ | PayPal Holdings Inc | Sale | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 17d |
| Oct 27, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 21d |
| Sep 29, 2023 | PRI ↗ | Primerica Inc | Sale | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 49d |
| Oct 19, 2023 | PROSY ↗ | Prosus NV | Sale | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 29d |
| Oct 12, 2023 | SAP ↗ | SAP SE | Purchase | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 36d |
| Oct 5, 2023 | FCFS ↗ | FirstCash Holdings Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 43d |
| Oct 6, 2023 | N/A | US TREASURY BILLS | Sale | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 42d |
| Oct 27, 2023 | SCHW ↗ | Schwab (Charles) Corp | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Oct 2, 2023 | N/A | US TREASURY BILLS | Sale | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 46d |
| Oct 19, 2023 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $1,000,001 - $5,000,000 | Nov 17, 2023 | 29d |
| Oct 5, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,000,001 - $5,000,000 | Nov 17, 2023 | 43d |
| Oct 13, 2023 | META ↗ | Meta Platforms Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 35d |
| Oct 17, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 31d |
| Oct 10, 2023 | N/A | CITY OF TEXARKANA TEXAS | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 38d |
| Oct 10, 2023 | N/A | CITY OF TEXARKANA TEXAS | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 38d |
| Oct 2, 2023 | N/A | BANGOR TOWNSHIP SCHOOL DISTRICT COUNTY O... | Purchase | Self | $1,001 - $15,000 | Nov 17, 2023 | 46d |
| Oct 27, 2023 | V ↗ | Visa Inc | Sale | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 21d |
| Oct 25, 2023 | DFAI ↗ | DIMENSIO INTER CORE EQUI ETF | Purchase | Spouse | $500,001 - $1,000,000 | Nov 17, 2023 | 23d |
| Oct 17, 2023 | N/A | UNIVERSITY OF KANSAS HOSPITAL AUTHORITY | Purchase | Spouse | $1,001 - $15,000 | Nov 17, 2023 | 31d |
| Oct 31, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Self | $50,001 - $100,000 | Nov 17, 2023 | 17d |
| Oct 12, 2023 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 36d |
| Oct 25, 2023 | LISIX ↗ | LAZARD INTERNATIONAL STRATEGIC EQUITY PO... | Sale | Spouse | $500,001 - $1,000,000 | Nov 17, 2023 | 23d |
| Oct 16, 2023 | CJTXX ↗ | JPMORGAN 100% US TREASURY SECURITIES MON... | Purchase | Spouse | $100,001 - $250,000 | Nov 17, 2023 | 32d |
| Oct 18, 2023 | PYPL ↗ | PayPal Holdings Inc | Sale | Spouse | $15,001 - $50,000 | Nov 17, 2023 | 30d |
| Oct 18, 2023 | FLT ↗ | FleetCor Technologies Inc | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 30d |
| Oct 27, 2023 | EPAM ↗ | EPAM Systems Inc | Sale | Spouse | $50,001 - $100,000 | Nov 17, 2023 | 21d |
| Sep 29, 2023 | PRI ↗ | Primerica Inc | Sale | Self | $15,001 - $50,000 | Nov 17, 2023 | 49d |
| Oct 19, 2023 | PROSY ↗ | Prosus NV | Sale | Self | $1,001 - $15,000 | Nov 17, 2023 | 29d |