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Jefferson Shreve

HouseRepresentative · Rep · Indiana, 6th district
Committee on Appropriations
Alert me on this person
+11.1%
Return per decision, 3 monthsS&P +12.7%
That is −1.6 points vs the S&P

Record

Same numbers as the leaderboard

185
Decisions
149
Companies
+11.1%
Return
+12.7%
S&P same days
−1.6
vs S&P
69%
Up
+1.8
After selling, 349 sales

Returns are per decision, equal weight, measured from the day the report became public to the set point the window names. 191 stock purchases with a price. One company in one report is one decision, however many lines it was filed on, and every decision counts the same, because a Congress report gives a range and not an amount. Measured from the close of the first trading day after the filing date, because a report can be posted a day after the date it carries and the hour is never given. "Up" is the share that were higher at that point. A record marked thin is ranked on the leaderboard but sits right on the minimum of 5 decisions and 3 companies. "After selling" is what the stock did after each sale against the S&P over the same days, sign flipped, so a positive number means the stock fell behind the market after the sale. Sales never count toward the record, a signal or a score.

Committees

Current Congress, from the House Clerk
Appropriations
0 of 634 reported trades are in industries this committee oversees.How this is decided
Reports 12 reports · 634 trades · newest first
Filed Jun 6·Traded May 20·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026
May 20
$5,000,001 - $25,000,000
Not countednot a stock
Buy
no ticker
Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026
May 20
$1,000,001 - $5,000,000
Not countednot a stock
Filed Mar 14·Trades Feb 9 to Feb 17·5 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
no ticker
Brighthouse Buffered Annuity Russell 2000 Cap Rate
Feb 9
$5,000,001 - $25,000,000
After sellingNot countednot a stock
Sell
no ticker
Brighthouse Buffered Annuity S&P 500 Trigger Rate
Feb 9
$5,000,001 - $25,000,000
After sellingNot countednot a stock
Buy
no ticker
Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index
Feb 17
$1,000,001 - $5,000,000
Not countednot a stock
Buy
no ticker
Prudential RILA - 10% Buffer 3-year S&P 500 Index
Feb 17
$1,000,001 - $5,000,000
Not countednot a stock
Buy
no ticker
Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate
Feb 17
$1,000,001 - $5,000,000
Not countednot a stock
Filed Jan 2·Traded Dec 30, 2025·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
JP Morgan 3-year auto callable buffer note
Dec 30, 2025
$5,000,001 - $25,000,000
Not countednot a stock
Buy
no ticker
JP Morgan 3-year one-time callable barrier note
Dec 30, 2025
$5,000,001 - $25,000,000
Not countednot a stock
Filed Jan 1·Trades Dec 29, 2025 to Dec 30, 2025·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
JP Morgan 3-year auto callable buffer note
Dec 30, 2025
$5,000,001 - $25,000,000
Not countednot a stock
Buy
no ticker
Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index
Dec 29, 2025
$5,000,001 - $25,000,000
Not countednot a stock
Filed Dec 31, 2025·Trades Dec 29, 2025 to Dec 30, 2025·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
JP Morgan 3-year auto callable buffer note
Dec 30, 2025
$5,000,001 - $25,000,000
Not countednot a stock
Buy
no ticker
Prudential RILA - 10% Buffer 3-year S&P 500 Index
Dec 29, 2025
$5,000,001 - $25,000,000
Not countednot a stock
Filed Dec 30, 2025·Trades Dec 29, 2025 to Dec 30, 2025·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
JP Morgan 3-year auto callable buffer note
Dec 30, 2025
$5,000,001 - $25,000,000
Not countednot a stock
Buy
no ticker
Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate
Dec 29, 2025
$5,000,001 - $25,000,000
Not countednot a stock
Filed Dec 14, 2025·Traded Nov 13, 2025·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
Bank of Montreal 13-Month Digital Buffer Note
Nov 13, 2025
$5,000,001 - $25,000,000
Not countednot a stock
Buy
no ticker
JP Morgan 5 year Barrier Note INDU/NDX/RTY
Nov 13, 2025
$5,000,001 - $25,000,000
Not countednot a stock
Filed Jun 22, 2025·Trades May 8, 2015 to May 13, 2025·294 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
3M Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+3.3 pointsstock +10.7%, S&P +14.0%
Sell
Abbott Laboratories Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+19.0 pointsstock −5.0%, S&P +14.0%
Sell
Adobe Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+20.4 pointsstock −6.4%, S&P +14.0%
Buy
Adobe Inc. - Common Stock
May 8, 2025
$15,001 - $50,000
6 months−6.4%S&P +14.0%
Sell
Advanced Micro Devices, Inc.
May 12, 2025
$50,001 - $100,000
After selling, 6 months−50.7 pointsstock +64.7%, S&P +14.0%
Buy
Advanced Micro Devices, Inc. - Common Stock
May 8, 2025
$15,001 - $50,000
6 months+64.7%S&P +14.0%
Sell
Agilent Technologies, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−4.7 pointsstock +18.7%, S&P +14.0%
Sell
Akamai Technologies, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+1.5 pointsstock +12.5%, S&P +14.0%
Sell
Albemarle Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−140.4 pointsstock +154.4%, S&P +14.0%
Sell
Alnylam Pharmaceuticals, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−13.8 pointsstock +27.8%, S&P +14.0%
Sell
Alphabet Inc. - Class A Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−72.2 pointsstock +86.2%, S&P +14.0%
Sell
Alphabet Inc. - Class C Capital Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−72.2 pointsstock +86.2%, S&P +14.0%
Sell
Amazon.com, Inc. - Common Stock
May 12, 2025
$250,001 - $500,000
After selling, 6 months+4.9 pointsstock +9.1%, S&P +14.0%
Buy
American Eagle Outfitters, Inc. Common Stock
May 8, 2025
$15,001 - $50,000
6 months+193.2%S&P +14.0%
Sell
American Eagle Outfitters, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−179.2 pointsstock +193.2%, S&P +14.0%
Sell
American Express Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−12.3 pointsstock +26.3%, S&P +14.0%
Buy
American Express Company Common Stock
May 8, 2025
$15,001 - $50,000
6 months+26.3%S&P +14.0%
Sell
American International Group, Inc. New Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+12.6 pointsstock +1.4%, S&P +14.0%
Sell
American Tower Corporation
May 12, 2025
$15,001 - $50,000
After selling, 6 months+35.5 pointsstock −21.5%, S&P +14.0%
Sell
American Water Works Company, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+22.4 pointsstock −8.4%, S&P +14.0%
Sell
Amgen Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−8.0 pointsstock +22.0%, S&P +14.0%
Sell
Analog Devices, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−5.7 pointsstock +19.7%, S&P +14.0%
Sell
Aon plc Class A Ordinary Shares
May 8, 2025
$15,001 - $50,000
After selling, 6 months+16.3 pointsstock −2.3%, S&P +14.0%
Sell
Apple Inc. - Common Stock
May 8, 2025
$500,001 - $1,000,000
After selling, 6 months−22.1 pointsstock +36.1%, S&P +14.0%
Sell
Apple Inc. - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−22.1 pointsstock +36.1%, S&P +14.0%
Sell
Applied Materials, Inc. - Common Stock
May 8, 2025
$50,001 - $100,000
After selling, 6 months−35.9 pointsstock +49.9%, S&P +14.0%
Sell
Applied Materials, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−35.9 pointsstock +49.9%, S&P +14.0%
Sell
Applovin Corporation - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−101.1 pointsstock +115.1%, S&P +14.0%
Sell
Aptiv PLC Ordinary Shares
May 12, 2025
$15,001 - $50,000
After selling, 6 months−3.7 pointsstock +17.7%, S&P +14.0%
Sell
Aptiv PLC Ordinary Shares
May 8, 2025
$15,001 - $50,000
After selling, 6 months−3.7 pointsstock +17.7%, S&P +14.0%
Sell
Arch Capital Group Ltd. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+8.4 pointsstock +5.6%, S&P +14.0%
Sell
Ares Management Corporation Class A Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+12.0 pointsstock +2.0%, S&P +14.0%
Sell
Arista Networks, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−28.6 pointsstock +42.6%, S&P +14.0%
Sell
AT&T Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months+26.6 pointsstock −12.6%, S&P +14.0%
Sell
Autodesk, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+14.3 pointsstock −0.3%, S&P +14.0%
Sell
Automatic Data Processing, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+29.9 pointsstock −15.9%, S&P +14.0%
Sell
AutoZone, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+22.6 pointsstock −8.6%, S&P +14.0%
Sell
Axon Enterprise, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+38.1 pointsstock −24.1%, S&P +14.0%
Sell
Ball Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+21.5 pointsstock −7.5%, S&P +14.0%
Sell
Ball Corporation Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+21.5 pointsstock −7.5%, S&P +14.0%
Buy
Bank of America Corporation Common Stock
May 8, 2025
$15,001 - $50,000
6 months+20.7%S&P +14.0%
Sell
Bank of America Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−6.7 pointsstock +20.7%, S&P +14.0%
Sell
Berkshire Hathaway Inc. New Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+12.6 pointsstock +1.4%, S&P +14.0%
Sell
BlackRock, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+5.5 pointsstock +8.5%, S&P +14.0%
Sell
BlackRock, Inc. Common Stock
May 8, 2025
$50,001 - $100,000
After selling, 6 months+5.5 pointsstock +8.5%, S&P +14.0%
Sell
Block, Inc. Class A Common Stock,
May 8, 2025
$15,001 - $50,000
After selling, 6 months+11.3 pointsstock +2.7%, S&P +14.0%
Sell
Boeing Company
May 12, 2025
$50,001 - $100,000
After selling, 6 months+7.7 pointsstock +6.3%, S&P +14.0%
Sell
Booking Holdings Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+12.5 pointsstock +1.5%, S&P +14.0%
Sell
Boston Scientific Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+20.6 pointsstock −6.6%, S&P +14.0%
Sell
Bristol-Myers Squibb Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−4.6 pointsstock +18.6%, S&P +14.0%
Sell
Broadcom Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−20.4 pointsstock +34.4%, S&P +14.0%
Sell
Buckle, Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months−14.3 pointsstock +28.3%, S&P +14.0%
Sell
Cadence Design Systems, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+6.7 pointsstock +7.3%, S&P +14.0%
Buy
Carnival Corporation Common Stock
May 8, 2025
$15,001 - $50,000
6 months+29.5%S&P +14.0%
Sell
Carnival Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−15.5 pointsstock +29.5%, S&P +14.0%
Sell
Casella Waste Systems, Inc. - Class A Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+30.4 pointsstock −16.4%, S&P +14.0%
Sell
Caterpillar, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−44.4 pointsstock +58.4%, S&P +14.0%
Sell
Cboe Global Markets, Inc.
May 12, 2025
$50,001 - $100,000
After selling, 6 months+5.9 pointsstock +8.1%, S&P +14.0%
Sell
Cencora, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−2.7 pointsstock +16.7%, S&P +14.0%
Sell
Centene Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+40.9 pointsstock −26.9%, S&P +14.0%
Sell
Charles River Laboratories International, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−19.7 pointsstock +33.7%, S&P +14.0%
Buy
Charles River Laboratories International, Inc. Common Stock
May 8, 2025
$15,001 - $50,000
6 months+33.7%S&P +14.0%
Sell
Charles Schwab Corporation
May 12, 2025
$15,001 - $50,000
After selling, 6 months+1.6 pointsstock +12.4%, S&P +14.0%
Sell
Charter Communications, Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+61.8 pointsstock −47.8%, S&P +14.0%
Sell
Cheniere Energy, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+32.0 pointsstock −18.0%, S&P +14.0%
Sell
Chevron Corporation Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+11.1 pointsstock +2.9%, S&P +14.0%
Sell
Chevron Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+11.1 pointsstock +2.9%, S&P +14.0%
Sell
Chipotle Mexican Grill, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+44.0 pointsstock −30.0%, S&P +14.0%
Sell
Chubb Limited Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+5.5 pointsstock +8.5%, S&P +14.0%
Sell
Cintas Corporation - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+28.7 pointsstock −14.7%, S&P +14.0%
Sell
Cintas Corporation - Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+28.7 pointsstock −14.7%, S&P +14.0%
Sell
Cisco Systems, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−3.8 pointsstock +17.8%, S&P +14.0%
Sell
no ticker
Citigroup Inc 5.875 2033-02-22
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
Cloudflare, Inc. Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+7.6 pointsstock +6.4%, S&P +14.0%
Sell
CME Group Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+14.4 pointsstock −0.4%, S&P +14.0%
Sell
CNO Financial Group, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−1.0 pointsstock +15.0%, S&P +14.0%
Sell
Coca-Cola Company
May 12, 2025
$100,001 - $250,000
After selling, 6 months+12.0 pointsstock +2.0%, S&P +14.0%
Buy
Coinbase Global, Inc. - Class A Common Stock
May 8, 2025
$15,001 - $50,000
6 months−20.3%S&P +14.0%
Sell
Coinbase Global, Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+34.3 pointsstock −20.3%, S&P +14.0%
Sell
no ticker
Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Comcast 6.50% maturing 11/15/35
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Comcast Corporation - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+26.8 pointsstock −12.8%, S&P +14.0%
Sell
no ticker
Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
ConocoPhillips Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+12.0 pointsstock +2.0%, S&P +14.0%
Buy
Constellation Energy Corporation - Common Stock
May 8, 2025
$15,001 - $50,000
6 months+13.0%S&P +14.0%
Sell
Constellation Energy Corporation - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+1.0 pointsstock +13.0%, S&P +14.0%
Sell
Copart, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+32.1 pointsstock −18.1%, S&P +14.0%
Sell
no ticker
Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
CoStar Group, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+32.5 pointsstock −18.5%, S&P +14.0%
Sell
Costco Wholesale Corporation - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+28.6 pointsstock −14.6%, S&P +14.0%
Sell
Coterra Energy Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+17.3 pointsstock −3.3%, S&P +14.0%
Sell
Coterra Energy Inc. Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+17.3 pointsstock −3.3%, S&P +14.0%
Sell
CrowdStrike Holdings, Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+16.1 pointsstock −2.1%, S&P +14.0%
Sell
Crown Castle Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+28.1 pointsstock −14.1%, S&P +14.0%
Sell
CSX Corporation
May 12, 2025
$15,001 - $50,000
After selling, 6 months+0.5 pointsstock +13.5%, S&P +14.0%
Sell
no ticker
Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
CVS Health Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−4.6 pointsstock +18.6%, S&P +14.0%
Sell
no ticker
Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Danaher Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−0.9 pointsstock +14.9%, S&P +14.0%
Buy
Danaher Corporation Common Stock
May 8, 2015
$15,001 - $50,000
6 months+14.9%S&P +14.0%
Sell
Deere & Company Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+21.8 pointsstock −7.8%, S&P +14.0%
Buy
Delta Air Lines, Inc. Common Stock
May 8, 2015
$15,001 - $50,000
6 months+48.3%S&P +14.0%
Sell
Delta Air Lines, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−34.3 pointsstock +48.3%, S&P +14.0%
Sell
no ticker
Denton Cnty Tex 4.0000 2029-07-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Denton Tex 5.0000 2029-02-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Denton Tex Indpt Sch Dist 5.0000 2029-08-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Devon Energy Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+3.3 pointsstock +10.7%, S&P +14.0%
Buy
Devon Energy Corporation Common Stock
May 8, 2025
$15,001 - $50,000
6 months+10.7%S&P +14.0%
Buy
DexCom, Inc. - Common Stock
May 8, 2025
$15,001 - $50,000
6 months−17.3%S&P +14.0%
Sell
DexCom, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+31.3 pointsstock −17.3%, S&P +14.0%
Sell
no ticker
District Columbia Income Tax Rev 5.000 2032-03-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Dollar General Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−6.8 pointsstock +20.8%, S&P +14.0%
Sell
DoorDash, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+12.3 pointsstock +1.7%, S&P +14.0%
Sell
no ticker
Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Ecolab Inc. Common Stock
May 8, 2025
$100,001 - $250,000
After selling, 6 months+14.4 pointsstock −0.4%, S&P +14.0%
Sell
Edwards Lifesciences Corporation Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+0.3 pointsstock +13.7%, S&P +14.0%
Sell
Elevance Health, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+21.5 pointsstock −7.5%, S&P +14.0%
Sell
Eli Lilly and Company Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−25.5 pointsstock +39.5%, S&P +14.0%
Sell
EPAM Systems, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−10.5 pointsstock +24.5%, S&P +14.0%
Sell
Exponent, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+15.5 pointsstock −1.5%, S&P +14.0%
Sell
Exxon Mobil Corporation Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+7.7 pointsstock +6.3%, S&P +14.0%
Sell
Fidelity National Information Services, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+30.9 pointsstock −16.9%, S&P +14.0%
Sell
First Busey Corporation - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+2.8 pointsstock +11.2%, S&P +14.0%
Sell
Fiserv, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+74.2 pointsstock −60.2%, S&P +14.0%
Sell
no ticker
Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Fortinet, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+36.2 pointsstock −22.2%, S&P +14.0%
Sell
GE Aerospace Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−10.3 pointsstock +24.3%, S&P +14.0%
Buy
GE Aerospace Common Stock
May 8, 2025
$50,001 - $100,000
6 months+24.3%S&P +14.0%
Sell
GE Vernova Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−17.8 pointsstock +31.8%, S&P +14.0%
Sell
General Motors Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−56.5 pointsstock +70.5%, S&P +14.0%
Sell
no ticker
General Motors Financial Company Inc 2.35 2031-01-08
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
Gilead Sciences, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−4.6 pointsstock +18.6%, S&P +14.0%
Buy
Goldman Sachs Group, Inc.
May 8, 2025
$15,001 - $50,000
6 months+39.5%S&P +14.0%
Sell
Goldman Sachs Group, Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months−25.5 pointsstock +39.5%, S&P +14.0%
Sell
no ticker
Grand Praire Tex 5.0000 2032-02-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Halliburton Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−21.3 pointsstock +35.3%, S&P +14.0%
Buy
Halliburton Company Common Stock
May 8, 2025
$15,001 - $50,000
6 months+35.3%S&P +14.0%
Sell
Hanover Insurance Group Inc
May 12, 2025
$15,001 - $50,000
After selling, 6 months+4.6 pointsstock +9.4%, S&P +14.0%
Sell
Highwoods Properties, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+30.3 pointsstock −16.3%, S&P +14.0%
Sell
HNI Corporation Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+23.8 pointsstock −9.8%, S&P +14.0%
Sell
Home BancShares, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+11.3 pointsstock +2.7%, S&P +14.0%
Sell
Home Depot, Inc.
May 8, 2025
$50,001 - $100,000
After selling, 6 months+16.2 pointsstock −2.2%, S&P +14.0%
Sell
Home Depot, Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months+16.2 pointsstock −2.2%, S&P +14.0%
Sell
no ticker
Houston Tex 5.000 2031-03-01/ 4423315C4
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Hubbell Inc Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+1.2 pointsstock +12.8%, S&P +14.0%
Sell
IDACORP, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+3.7 pointsstock +10.3%, S&P +14.0%
Sell
IDEXX Laboratories, Inc. - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−19.5 pointsstock +33.5%, S&P +14.0%
Sell
International Business Machines Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+8.6 pointsstock +5.4%, S&P +14.0%
Sell
Intuit Inc. - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+25.7 pointsstock −11.7%, S&P +14.0%
Sell
Intuitive Surgical, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+2.9 pointsstock +11.1%, S&P +14.0%
Buy
Intuitive Surgical, Inc. - Common Stock
May 8, 2025
$15,001 - $50,000
6 months+11.1%S&P +14.0%
Sell
Johnson & Johnson Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−24.2 pointsstock +38.2%, S&P +14.0%
Sell
no ticker
JP Morgan 4.912 7-25-33 '32/ 46647PDH6
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
JP Morgan Chase & Co. Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−1.1 pointsstock +15.1%, S&P +14.0%
Sell
no ticker
Kansas City MO 4.0000 2030-02-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Kroger Company
May 12, 2025
$15,001 - $50,000
After selling, 6 months+28.8 pointsstock −14.8%, S&P +14.0%
Sell
no ticker
Lakewood Ohio City Sch Dist 5.0000 2025-12-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Lam Research Corporation - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−74.7 pointsstock +88.7%, S&P +14.0%
Sell
no ticker
Laredo TEX 5.000 2031-2-15/ 516824JB6
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Las Vegas Nev 4.000 2027-06-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Buy
Lennar Corporation Class A Common Stock
May 8, 2025
$15,001 - $50,000
6 months−1.5%S&P +14.0%
Sell
Lennar Corporation Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+15.5 pointsstock −1.5%, S&P +14.0%
Sell
Linde plc - Ordinary Shares
May 12, 2025
$50,001 - $100,000
After selling, 6 months+21.7 pointsstock −7.7%, S&P +14.0%
Sell
Littelfuse, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−0.8 pointsstock +14.8%, S&P +14.0%
Sell
Lockheed Martin Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+12.1 pointsstock +1.9%, S&P +14.0%
Sell
no ticker
Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Lowe's Companies, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+2.9 pointsstock +11.1%, S&P +14.0%
Sell
lululemon athletica inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+21.1 pointsstock −7.1%, S&P +14.0%
Sell
Marathon Petroleum Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+11.9 pointsstock +2.1%, S&P +14.0%
Sell
Marvell Technology, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−5.0 pointsstock +19.0%, S&P +14.0%
Sell
Marvell Technology, Inc. - Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months−5.0 pointsstock +19.0%, S&P +14.0%
Sell
no ticker
Maryland St Dept Transn Cons Transn 5.000 2029-09-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Mastercard Incorporated Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+8.2 pointsstock +5.8%, S&P +14.0%
Sell
Match Group, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+6.1 pointsstock +7.9%, S&P +14.0%
Sell
McDonald's Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+3.6 pointsstock +10.4%, S&P +14.0%
Sell
McKesson Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+0.1 pointsstock +13.9%, S&P +14.0%
Sell
Medtronic plc. Ordinary Shares
May 8, 2025
$15,001 - $50,000
After selling, 6 months−2.6 pointsstock +16.6%, S&P +14.0%
Sell
no ticker
Memphis TN 5.0000 2032-05-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Meta Platforms, Inc. - Class A Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+19.6 pointsstock −5.6%, S&P +14.0%
Sell
no ticker
Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Microsoft Corporation - Common Stock
May 12, 2025
$500,001 - $1,000,000
After selling, 6 months+13.7 pointsstock +0.3%, S&P +14.0%
Buy
Microsoft Corporation - Common Stock
May 8, 2025
$500,001 - $1,000,000
6 months+0.3%S&P +14.0%
Sell
MicroStrategy Incorporated - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+69.1 pointsstock −55.1%, S&P +14.0%
Sell
no ticker
Minnesota ST 5.00 2025-08-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Minnesota St 5.00000 2025-08-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Nasdaq, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+3.4 pointsstock +10.6%, S&P +14.0%
Sell
Netflix, Inc. - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+38.7 pointsstock −24.7%, S&P +14.0%
Sell
no ticker
New York NY 5.0000 2028-08-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
New York NY 5.0000 2033-08-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Newmont Corporation
May 12, 2025
$15,001 - $50,000
After selling, 6 months−57.4 pointsstock +71.4%, S&P +14.0%
Sell
NextEra Energy, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−0.1 pointsstock +14.1%, S&P +14.0%
Sell
NiSource Inc Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+11.5 pointsstock +2.5%, S&P +14.0%
Sell
NVIDIA Corporation - Common Stock
May 12, 2025
$500,001 - $1,000,000
After selling, 6 months−11.6 pointsstock +25.6%, S&P +14.0%
Buy
NVIDIA Corporation - Common Stock
May 8, 2025
$100,001 - $250,000
6 months+25.6%S&P +14.0%
Buy
Occidental Petroleum Corporation Common Stock
May 8, 2025
$15,001 - $50,000
6 months−8.9%S&P +14.0%
Sell
Occidental Petroleum Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+22.9 pointsstock −8.9%, S&P +14.0%
Sell
OGE Energy Corp Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+17.2 pointsstock −3.2%, S&P +14.0%
Sell
no ticker
Ohio St Spl Oblig 5.0000 2029-04-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Old Republic International Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−6.8 pointsstock +20.8%, S&P +14.0%
Sell
no ticker
Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Oracle Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+20.9 pointsstock −6.9%, S&P +14.0%
Buy
Oracle Corporation Common Stock
May 8, 2025
$15,001 - $50,000
6 months−6.9%S&P +14.0%
Sell
no ticker
Oregon St 5.0000 2028-12-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Oviedo FLA Util Rev 5.0000 2032-10- 01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Palantir Technologies Inc. - Class A Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−24.2 pointsstock +38.2%, S&P +14.0%
Buy
Palo Alto Networks, Inc.
May 8, 2025
$15,001 - $50,000
6 months−8.1%S&P +14.0%
Sell
Palo Alto Networks, Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months+22.1 pointsstock −8.1%, S&P +14.0%
Sell
PayPal Holdings, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+30.7 pointsstock −16.7%, S&P +14.0%
Sell
Pepsico, Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months−3.0 pointsstock +17.0%, S&P +14.0%
Sell
Philip Morris International Inc Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+27.7 pointsstock −13.7%, S&P +14.0%
Sell
Phillips 66 Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+5.5 pointsstock +8.5%, S&P +14.0%
Sell
no ticker
Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Plano Tex Indpt Sch Dist 5.0000 2032-02-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
PNC Finl Svc 6.875 10/20/34 '33 FRN
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
no ticker
Port Tacoma Wash Rev 4.0000 2025- 12-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Primerica, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+16.2 pointsstock −2.2%, S&P +14.0%
Sell
Procter & Gamble Company
May 12, 2025
$50,001 - $100,000
After selling, 6 months+23.1 pointsstock −9.1%, S&P +14.0%
Sell
Progressive Corporation
May 12, 2025
$50,001 - $100,000
After selling, 6 months+29.7 pointsstock −15.7%, S&P +14.0%
Sell
Prudential Financial, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+2.3 pointsstock +11.7%, S&P +14.0%
Sell
PulteGroup, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−0.6 pointsstock +14.6%, S&P +14.0%
Sell
Quanta Services, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−2.7 pointsstock +16.7%, S&P +14.0%
Sell
Rapid7, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+47.3 pointsstock −33.3%, S&P +14.0%
Sell
Realty Income Corporation Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+14.8 pointsstock −0.8%, S&P +14.0%
Sell
RLI Corp. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+21.6 pointsstock −7.6%, S&P +14.0%
Sell
Ross Stores, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−29.4 pointsstock +43.4%, S&P +14.0%
Sell
Royal Caribbean Cruises Ltd. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+6.4 pointsstock +7.6%, S&P +14.0%
Sell
Royal Gold, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−10.9 pointsstock +24.9%, S&P +14.0%
Sell
RTX Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−11.9 pointsstock +25.9%, S&P +14.0%
Sell
Rush Enterprises, Inc. - Class B Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−0.7 pointsstock +14.7%, S&P +14.0%
Sell
S&P Global Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+14.0 pointsstock 0.0%, S&P +14.0%
Sell
Salesforce, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+15.0 pointsstock −1.0%, S&P +14.0%
Buy
Salesforce, Inc. Common Stock
May 8, 2025
$15,001 - $50,000
6 months−1.0%S&P +14.0%
Sell
SBA Communications Corporation - Class A Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+32.0 pointsstock −18.0%, S&P +14.0%
Sell
Schneider National, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+1.3 pointsstock +12.7%, S&P +14.0%
Sell
no ticker
Sherman Tex 5.0000 2025-08-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Sherwin-Williams Company
May 12, 2025
$15,001 - $50,000
After selling, 6 months+20.2 pointsstock −6.2%, S&P +14.0%
Sell
Snowflake Inc. Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+9.9 pointsstock +4.1%, S&P +14.0%
Sell
no ticker
South Jordan Utah Sales Tax Rev 5.00 2028-8-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Spotify Technology S.A. Ordinary Shares
May 12, 2025
$50,001 - $100,000
After selling, 6 months+34.4 pointsstock −20.4%, S&P +14.0%
Sell
no ticker
Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Stryker Corporation Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+19.9 pointsstock −5.9%, S&P +14.0%
Sell
Synopsys, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+15.5 pointsstock −1.5%, S&P +14.0%
Sell
Sysco Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+14.5 pointsstock −0.5%, S&P +14.0%
Sell
Take-Two Interactive Software, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+11.6 pointsstock +2.4%, S&P +14.0%
Sell
Tesla, Inc. - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−24.0 pointsstock +38.0%, S&P +14.0%
Sell
Texas Instruments Incorporated - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+25.0 pointsstock −11.0%, S&P +14.0%
Sell
Texas Instruments Incorporated - Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+25.0 pointsstock −11.0%, S&P +14.0%
Sell
no ticker
Texas Tech Univ Revs 5.000 2029- 02-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
The Carlyle Group Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−13.7 pointsstock +27.7%, S&P +14.0%
Sell
The Cigna Group Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+27.3 pointsstock −13.3%, S&P +14.0%
Sell
The J.M. Smucker Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+10.6 pointsstock +3.4%, S&P +14.0%
Buy
The Trade Desk, Inc. - Class A Common Stock
May 8, 2025
$15,001 - $50,000
6 months−45.9%S&P +14.0%
Sell
The Trade Desk, Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+59.9 pointsstock −45.9%, S&P +14.0%
Sell
TJX Companies, Inc.
May 12, 2025
$50,001 - $100,000
After selling, 6 months−10.7 pointsstock +24.7%, S&P +14.0%
Sell
Trane Technologies plc
May 12, 2025
$50,001 - $100,000
After selling, 6 months+22.3 pointsstock −8.3%, S&P +14.0%
Sell
Transdigm Group Incorporated Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+21.2 pointsstock −7.2%, S&P +14.0%
Sell
Transdigm Group Incorporated Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+21.2 pointsstock −7.2%, S&P +14.0%
Sell
no ticker
Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Uber Technologies, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+21.0 pointsstock −7.0%, S&P +14.0%
Sell
Union Pacific Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+9.1 pointsstock +4.9%, S&P +14.0%
Sell
United Community Banks, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−0.3 pointsstock +14.3%, S&P +14.0%
Sell
United Parcel Service, Inc. Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+8.8 pointsstock +5.2%, S&P +14.0%
Sell
UnitedHealth Group Incorporated Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+3.7 pointsstock +10.3%, S&P +14.0%
Sell
Univest Financial Corporation - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−0.9 pointsstock +14.9%, S&P +14.0%
Sell
Verizon Communications Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+16.8 pointsstock −2.8%, S&P +14.0%
Sell
no ticker
Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Vertex Pharmaceuticals Incorporated - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+11.1 pointsstock +2.9%, S&P +14.0%
Sell
Visa Inc.
May 12, 2025
$100,001 - $250,000
After selling, 6 months+12.0 pointsstock +2.0%, S&P +14.0%
Sell
no ticker
Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
Walmart Inc. Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−3.4 pointsstock +17.4%, S&P +14.0%
Sell
Walt Disney Company
May 12, 2025
$15,001 - $50,000
After selling, 6 months+18.5 pointsstock −4.5%, S&P +14.0%
Buy
Walt Disney Company
May 8, 2025
$15,001 - $50,000
6 months−4.5%S&P +14.0%
Sell
Warner Bros. Discovery, Inc. - Series A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−146.0 pointsstock +160.0%, S&P +14.0%
Sell
no ticker
Washington Cnty Tenn 4.0000 2027- 06-01
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
no ticker
Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Wells Fargo & Company Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−8.1 pointsstock +22.1%, S&P +14.0%
Sell
no ticker
Wells Fargo 5.574 07/25/29 '28 Mtn
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Wells Fargo 6.491 10/23/34 '33 MTN
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
Welltower Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−7.7 pointsstock +21.7%, S&P +14.0%
Sell
Western Digital Corporation - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−186.5 pointsstock +200.5%, S&P +14.0%
Sell
Williams Companies, Inc.
May 12, 2025
$50,001 - $100,000
After selling, 6 months+16.0 pointsstock −2.0%, S&P +14.0%
Sell
Workday, Inc. - Class A Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+21.6 pointsstock −7.6%, S&P +14.0%
Sell
Workday, Inc. - Class A Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+21.6 pointsstock −7.6%, S&P +14.0%
Sell
Zoetis Inc. Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+35.8 pointsstock −21.8%, S&P +14.0%
Sell
Zoom Communications, Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−2.2 pointsstock +16.2%, S&P +14.0%
Filed May 8, 2025·Trades Apr 7, 2025 to Apr 17, 2025·142 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
AbbVie Inc. Common Stock
Apr 17, 2025
$50,001 - $100,000
After selling, 6 months−1.0 pointsstock +20.6%, S&P +19.6%
Sell
Adobe Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+34.3 pointsstock −14.7%, S&P +19.6%
Sell
Advanced Micro Devices, Inc.
Apr 7, 2025
$50,001 - $100,000
After selling, 6 months−107.5 pointsstock +127.1%, S&P +19.6%
Buy
Agilent Technologies, Inc. Common Stock
Apr 17, 2025
$15,001 - $50,000
6 months+37.8%S&P +19.6%
Buy
Akamai Technologies, Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months+9.8%S&P +19.6%
Buy
Albemarle Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months+69.8%S&P +19.6%
Sell
American Express Company Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−10.6 pointsstock +30.2%, S&P +19.6%
Buy
American Water Works Company, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−9.9%S&P +19.6%
Buy
Amgen Inc. - Common Stock
Apr 11, 2025
$15,001 - $50,000
6 months+22.5%S&P +19.6%
Buy
Apple Inc. - Common Stock
Apr 7, 2025
$100,001 - $250,000
6 months+35.6%S&P +19.6%
Buy
Applied Materials, Inc. - Common Stock
Apr 11, 2025
$15,001 - $50,000
6 months+48.7%S&P +19.6%
Buy
Applied Materials, Inc. - Common Stock
Apr 17, 2025
$50,001 - $100,000
6 months+48.7%S&P +19.6%
Buy
Applovin Corporation - Class A Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months+88.7%S&P +19.6%
Buy
Aptiv PLC Ordinary Shares
Apr 7, 2025
$15,001 - $50,000
6 months+35.0%S&P +19.6%
Buy
Ares Management Corporation Class A Common Stock
Apr 17, 2025
$50,001 - $100,000
6 months−5.5%S&P +19.6%
Buy
Arista Networks, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months+55.6%S&P +19.6%
Buy
Autodesk, Inc. - Common Stock
Apr 17, 2025
$15,001 - $50,000
6 months+3.4%S&P +19.6%
Sell
AvalonBay Communities, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+31.8 pointsstock −12.2%, S&P +19.6%
Buy
Ball Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−5.3%S&P +19.6%
Sell
Bank of America Corporation Common Stock
Apr 7, 2025
$50,001 - $100,000
After selling, 6 months−9.2 pointsstock +28.8%, S&P +19.6%
Buy
BlackRock, Inc. Common Stock
Apr 7, 2025
$50,001 - $100,000
6 months+18.4%S&P +19.6%
Sell
Block, Inc. Class A Common Stock,
Apr 11, 2025
$15,001 - $50,000
After selling, 6 months−10.4 pointsstock +30.0%, S&P +19.6%
Buy
Booking Holdings Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−2.3%S&P +19.6%
Sell
Broadcom Inc. - Common Stock
Apr 17, 2025
$100,001 - $250,000
After selling, 6 months−48.9 pointsstock +68.5%, S&P +19.6%
Sell
Brunswick Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−19.5 pointsstock +39.1%, S&P +19.6%
Buy
Buckle, Inc.
Apr 7, 2025
$15,001 - $50,000
6 months+57.5%S&P +19.6%
Sell
Carnival Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−12.8 pointsstock +32.4%, S&P +19.6%
Buy
Caterpillar, Inc. Common Stock
Apr 17, 2025
$15,001 - $50,000
6 months+74.1%S&P +19.6%
Buy
Cboe Global Markets, Inc.
Apr 7, 2025
$15,001 - $50,000
6 months+11.4%S&P +19.6%
Sell
Cheniere Energy, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+30.2 pointsstock −10.6%, S&P +19.6%
Buy
Chevron Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months+14.6%S&P +19.6%
Buy
Chipotle Mexican Grill, Inc. Common Stock
Apr 17, 2025
$50,001 - $100,000
6 months−38.5%S&P +19.6%
Buy
Cintas Corporation - Common Stock
Apr 7, 2025
$50,001 - $100,000
6 months−13.5%S&P +19.6%
Sell
Citizens Financial Group, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−14.9 pointsstock +34.5%, S&P +19.6%
Sell
Clorox Company
Apr 11, 2025
$15,001 - $50,000
After selling, 6 months+38.3 pointsstock −18.7%, S&P +19.6%
Buy
ConocoPhillips Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−0.3%S&P +19.6%
Buy
ConocoPhillips Common Stock
Apr 11, 2025
$15,001 - $50,000
6 months−0.3%S&P +19.6%
Buy
Crown Castle Inc. Common Stock
Apr 11, 2025
$15,001 - $50,000
6 months−12.8%S&P +19.6%
Buy
CSX Corporation
Apr 17, 2025
$15,001 - $50,000
6 months+24.0%S&P +19.6%
Sell
Danaher Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+8.6 pointsstock +11.0%, S&P +19.6%
Sell
Devon Energy Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+14.6 pointsstock +5.0%, S&P +19.6%
Sell
DexCom, Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+54.6 pointsstock −35.0%, S&P +19.6%
Sell
Discover Financial Services Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 1 week0.0 pointsstock +5.3%, S&P +5.3%
Buy
Ecolab Inc. Common Stock
Apr 7, 2025
$100,001 - $250,000
6 months+1.9%S&P +19.6%
Buy
Edwards Lifesciences Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months+13.2%S&P +19.6%
Buy
Exxon Mobil Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months+11.3%S&P +19.6%
Buy
Fidelity National Information Services, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−16.4%S&P +19.6%
Sell
First Busey Corporation - Common Stock
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months+12.0 pointsstock +7.6%, S&P +19.6%
Sell
Fortune Brands Innovations, Inc. Common Stock
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months+21.8 pointsstock −2.2%, S&P +19.6%
Sell
Freeport-McMoRan, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+13.7 pointsstock +5.9%, S&P +19.6%
Sell
GE Aerospace Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−23.7 pointsstock +43.3%, S&P +19.6%
Sell
Gen Digital Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+29.7 pointsstock −10.1%, S&P +19.6%
Sell
Goldman Sachs Group, Inc.
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−20.5 pointsstock +40.1%, S&P +19.6%
Sell
Halliburton Company Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−18.0 pointsstock +37.6%, S&P +19.6%
Sell
Harley-Davidson, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+9.8 pointsstock +9.8%, S&P +19.6%
Sell
Heico Corporation Common Stock
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months−0.7 pointsstock +20.3%, S&P +19.6%
Sell
Herc Holdings Inc. Common Stock
Apr 11, 2025
$15,001 - $50,000
After selling, 6 months+5.6 pointsstock +14.0%, S&P +19.6%
Buy
Herc Holdings Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months+14.0%S&P +19.6%
Sell
Hilton Worldwide Holdings Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+7.0 pointsstock +12.6%, S&P +19.6%
Buy
Home BancShares, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−2.6%S&P +19.6%
Buy
Home Depot, Inc.
Apr 7, 2025
$15,001 - $50,000
6 months+3.5%S&P +19.6%
Sell
Honeywell International Inc.
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+21.9 pointsstock −2.3%, S&P +19.6%
Buy
IDEXX Laboratories, Inc. - Common Stock
Apr 7, 2025
$50,001 - $100,000
6 months+44.1%S&P +19.6%
Sell
Intel Corporation - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−58.4 pointsstock +78.0%, S&P +19.6%
Sell
International Flavors & Fragrances, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+34.2 pointsstock −14.6%, S&P +19.6%
Buy
Intuit Inc. - Common Stock
Apr 7, 2025
$100,001 - $250,000
6 months−0.4%S&P +19.6%
Sell
Intuitive Surgical, Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+15.2 pointsstock +4.4%, S&P +19.6%
Sell
Keysight Technologies Inc. Common Stock
Apr 11, 2025
$15,001 - $50,000
After selling, 6 months+2.2 pointsstock +17.4%, S&P +19.6%
Sell
Lam Research Corporation - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−92.8 pointsstock +112.4%, S&P +19.6%
Sell
LGI Homes, Inc. - Common Stock
Apr 11, 2025
$15,001 - $50,000
After selling, 6 months+35.1 pointsstock −15.5%, S&P +19.6%
Sell
Lincoln Electric Holdings, Inc. - Common Shares
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−3.3 pointsstock +22.9%, S&P +19.6%
Buy
Linde plc - Ordinary Shares
Apr 7, 2025
$50,001 - $100,000
6 months−6.5%S&P +19.6%
Buy
Littelfuse, Inc. - Common Stock
Apr 17, 2025
$15,001 - $50,000
6 months+23.7%S&P +19.6%
Buy
Lockheed Martin Corporation Common Stock
Apr 11, 2025
$15,001 - $50,000
6 months−1.8%S&P +19.6%
Buy
Lowe's Companies, Inc. Common Stock
Apr 11, 2025
$15,001 - $50,000
6 months+6.0%S&P +19.6%
Buy
lululemon athletica inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−40.6%S&P +19.6%
Sell
lululemon athletica inc. - Common Stock
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months+60.2 pointsstock −40.6%, S&P +19.6%
Buy
Marvell Technology, Inc. - Common Stock
Apr 7, 2025
$50,001 - $100,000
6 months+52.7%S&P +19.6%
Sell
Mastercard Incorporated Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+22.3 pointsstock −2.7%, S&P +19.6%
Buy
Match Group, Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months+22.3%S&P +19.6%
Buy
McDonald's Corporation Common Stock
Apr 11, 2025
$15,001 - $50,000
6 months−3.4%S&P +19.6%
Sell
Merck & Company, Inc. Common Stock
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months+3.7 pointsstock +15.9%, S&P +19.6%
Sell
Meta Platforms, Inc. - Class A Common Stock
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months+14.5 pointsstock +5.1%, S&P +19.6%
Sell
Meta Platforms, Inc. - Class A Common Stock
Apr 7, 2025
$100,001 - $250,000
After selling, 6 months+14.5 pointsstock +5.1%, S&P +19.6%
Sell
Microchip Technology Incorporated - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+16.4 pointsstock +3.2%, S&P +19.6%
Sell
Micron Technology, Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−157.9 pointsstock +177.5%, S&P +19.6%
Sell
Microsoft Corporation - Common Stock
Apr 7, 2025
$250,001 - $500,000
After selling, 6 months+6.0 pointsstock +13.6%, S&P +19.6%
Sell
Morgan Stanley Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−15.6 pointsstock +35.2%, S&P +19.6%
Buy
Netflix, Inc. - Common Stock
Apr 11, 2025
$15,001 - $50,000
6 months−3.2%S&P +19.6%
Buy
NextEra Energy, Inc. Common Stock
Apr 17, 2025
$15,001 - $50,000
6 months+21.3%S&P +19.6%
Sell
Norfolk Southern Corporation Common Stock
Apr 11, 2025
$15,001 - $50,000
After selling, 6 months−8.8 pointsstock +28.4%, S&P +19.6%
Sell
NVIDIA Corporation - Common Stock
Apr 7, 2025
$50,001 - $100,000
After selling, 6 months−41.7 pointsstock +61.3%, S&P +19.6%
Sell
Occidental Petroleum Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+20.6 pointsstock −1.0%, S&P +19.6%
Sell
Oracle Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−40.2 pointsstock +59.8%, S&P +19.6%
Sell
Palo Alto Networks, Inc.
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+6.0 pointsstock +13.6%, S&P +19.6%
Buy
PayPal Holdings, Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−5.8%S&P +19.6%
Sell
no ticker
Pembroke Pines FL Cap Impt Re 5.000
Apr 14, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Buy
Pepsico, Inc.
Apr 7, 2025
$15,001 - $50,000
6 months+11.9%S&P +19.6%
Sell
Pfizer, Inc. Common Stock
Apr 11, 2025
$15,001 - $50,000
After selling, 6 months+6.1 pointsstock +13.5%, S&P +19.6%
Buy
Phillips 66 Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months+26.8%S&P +19.6%
Sell
Prologis, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−0.1 pointsstock +19.7%, S&P +19.6%
Sell
QUALCOMM Incorporated - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+0.5 pointsstock +19.1%, S&P +19.6%
Buy
Rapid7, Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−43.5%S&P +19.6%
Sell
Regeneron Pharmaceuticals, Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−5.4 pointsstock +25.0%, S&P +19.6%
Sell
Repligen Corporation - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+3.7 pointsstock +15.9%, S&P +19.6%
Buy
Ross Stores, Inc. - Common Stock
Apr 17, 2025
$15,001 - $50,000
6 months+13.8%S&P +19.6%
Buy
Royal Gold, Inc. - Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−4.2%S&P +19.6%
Buy
S&P Global Inc. Common Stock
Apr 17, 2025
$50,001 - $100,000
6 months−1.9%S&P +19.6%
Sell
Salesforce, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+32.2 pointsstock −12.6%, S&P +19.6%
Sell
Sandisk Corporation - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−515.0 pointsstock +534.6%, S&P +19.6%
Sell
Schlumberger N.V. Common Stock
Apr 11, 2025
$15,001 - $50,000
After selling, 6 months+11.7 pointsstock +7.9%, S&P +19.6%
Buy
Schneider National, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−0.3%S&P +19.6%
Buy
Spotify Technology S.A. Ordinary Shares
Apr 11, 2025
$15,001 - $50,000
6 months−4.8%S&P +19.6%
Buy
Stag Industrial, Inc. Common Stock
Apr 7, 2025
$50,001 - $100,000
6 months+15.0%S&P +19.6%
Sell
Stag Industrial, Inc. Common Stock
Apr 11, 2025
$50,001 - $100,000
After selling, 6 months+4.6 pointsstock +15.0%, S&P +19.6%
Sell
Stag Industrial, Inc. Common Stock
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months+4.6 pointsstock +15.0%, S&P +19.6%
Sell
Starbucks Corporation - Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+11.6 pointsstock +8.0%, S&P +19.6%
Buy
Stryker Corporation Common Stock
Apr 17, 2025
$15,001 - $50,000
6 months−6.1%S&P +19.6%
Buy
Synopsys, Inc. - Common Stock
Apr 17, 2025
$50,001 - $100,000
6 months−18.5%S&P +19.6%
Sell
Target Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+22.8 pointsstock −3.2%, S&P +19.6%
Buy
Texas Instruments Incorporated - Common Stock
Apr 7, 2025
$50,001 - $100,000
6 months−5.3%S&P +19.6%
Buy
The Carlyle Group Inc. - Common Stock
Apr 7, 2025
$50,001 - $100,000
6 months+26.3%S&P +19.6%
Sell
The Carlyle Group Inc. - Common Stock
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months−6.7 pointsstock +26.3%, S&P +19.6%
Sell
The Trade Desk, Inc. - Class A Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+59.1 pointsstock −39.5%, S&P +19.6%
Sell
Thermo Fisher Scientific Inc Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−22.7 pointsstock +42.3%, S&P +19.6%
Buy
TJX Companies, Inc.
Apr 7, 2025
$15,001 - $50,000
6 months+13.6%S&P +19.6%
Buy
Trane Technologies plc
Apr 7, 2025
$50,001 - $100,000
6 months+7.8%S&P +19.6%
Buy
Transdigm Group Incorporated Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months0.0%S&P +19.6%
Buy
Uber Technologies, Inc. Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months+11.1%S&P +19.6%
Buy
United Parcel Service, Inc. Common Stock
Apr 7, 2025
$50,001 - $100,000
6 months+3.6%S&P +19.6%
Sell
United Parcel Service, Inc. Common Stock
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months+16.0 pointsstock +3.6%, S&P +19.6%
Buy
UnitedHealth Group Incorporated Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−13.7%S&P +19.6%
Sell
Valero Energy Corporation Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−25.7 pointsstock +45.3%, S&P +19.6%
Sell
Visa Inc.
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+24.0 pointsstock −4.4%, S&P +19.6%
Sell
Vistra Corp. Common Stock
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months−21.4 pointsstock +41.0%, S&P +19.6%
Buy
Walmart Inc. Common Stock
Apr 11, 2025
$15,001 - $50,000
6 months+6.3%S&P +19.6%
Sell
Walt Disney Company
Apr 7, 2025
$15,001 - $50,000
After selling, 6 months+14.6 pointsstock +5.0%, S&P +19.6%
Buy
Western Digital Corporation - Common Stock
Apr 17, 2025
$15,001 - $50,000
6 months+270.6%S&P +19.6%
Sell
Weyerhaeuser Company Common Stock
Apr 11, 2025
$15,001 - $50,000
After selling, 6 months+30.1 pointsstock −10.5%, S&P +19.6%
Buy
Workday, Inc. - Class A Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−13.1%S&P +19.6%
Buy
Zoetis Inc. Class A Common Stock
Apr 7, 2025
$15,001 - $50,000
6 months−24.0%S&P +19.6%
Sell
Zoetis Inc. Class A Common Stock
Apr 17, 2025
$15,001 - $50,000
After selling, 6 months+43.6 pointsstock −24.0%, S&P +19.6%
Filed Apr 11, 2025·Trades Mar 5, 2025 to Mar 31, 2025·114 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Accenture plc Class A Ordinary Shares
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months+38.2 pointsstock −14.7%, S&P +23.5%
Buy
Advanced Micro Devices, Inc.
Mar 31, 2025
$50,001 - $100,000
6 months+130.8%S&P +23.5%
Buy
Advanced Micro Devices, Inc.
Mar 5, 2025
$15,001 - $50,000
6 months+130.8%S&P +23.5%
Sell
Agilent Technologies, Inc. Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months−8.3 pointsstock +31.8%, S&P +23.5%
Sell
Air Products and Chemicals, Inc. Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months+26.1 pointsstock −2.6%, S&P +23.5%
Buy
Akamai Technologies, Inc. - Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months−0.1%S&P +23.5%
Sell
American Express Company Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months−7.5 pointsstock +31.0%, S&P +23.5%
Buy
American International Group, Inc. New Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+2.9%S&P +23.5%
Sell
Analog Devices, Inc. - Common Stock
Mar 5, 2025
$50,001 - $100,000
After selling, 6 months−9.4 pointsstock +32.9%, S&P +23.5%
Buy
Analog Devices, Inc. - Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months+32.9%S&P +23.5%
Buy
Aon plc Class A Ordinary Shares
Mar 13, 2025
$15,001 - $50,000
6 months−5.8%S&P +23.5%
Buy
Apple Inc. - Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months+22.6%S&P +23.5%
Buy
Applied Materials, Inc. - Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+51.8%S&P +23.5%
Sell
Applovin Corporation - Class A Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months−126.4 pointsstock +149.9%, S&P +23.5%
Sell
Ares Management Corporation Class A Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months+14.0 pointsstock +9.5%, S&P +23.5%
Sell
Arista Networks, Inc. Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months−65.1 pointsstock +88.6%, S&P +23.5%
Sell
Autodesk, Inc. - Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months+5.9 pointsstock +17.6%, S&P +23.5%
Buy
Axon Enterprise, Inc. - Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months+22.6%S&P +23.5%
Buy
Ball Corporation Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months−1.7%S&P +23.5%
Sell
Becton, Dickinson and Company Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months+30.9 pointsstock −7.4%, S&P +23.5%
Buy
BlackRock, Inc. Common Stock
Mar 31, 2025
$50,001 - $100,000
6 months+35.5%S&P +23.5%
Buy
Block, Inc. Class A Common Stock,
Mar 31, 2025
$50,001 - $100,000
6 months+39.4%S&P +23.5%
Buy
Broadcom Inc. - Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+93.7%S&P +23.5%
Sell
Buckle, Inc.
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months−31.2 pointsstock +54.7%, S&P +23.5%
Buy
Caesars Entertainment, Inc. - Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months−12.4%S&P +23.5%
Sell
Caesars Entertainment, Inc. - Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months+35.9 pointsstock −12.4%, S&P +23.5%
Sell
Caterpillar, Inc. Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months−55.0 pointsstock +78.5%, S&P +23.5%
Buy
Cboe Global Markets, Inc.
Mar 13, 2025
$15,001 - $50,000
6 months+10.3%S&P +23.5%
Buy
Cboe Global Markets, Inc.
Mar 5, 2025
$15,001 - $50,000
6 months+10.3%S&P +23.5%
Buy
Centene Corporation Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months−42.2%S&P +23.5%
Sell
Chipotle Mexican Grill, Inc. Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months+38.4 pointsstock −14.9%, S&P +23.5%
Sell
Coinbase Global, Inc. - Class A Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months−69.9 pointsstock +93.4%, S&P +23.5%
Buy
Comcast Corporation - Class A Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months−10.4%S&P +23.5%
Sell
ConocoPhillips Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months+19.8 pointsstock +3.7%, S&P +23.5%
Sell
Constellation Energy Corporation - Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months−65.4 pointsstock +88.9%, S&P +23.5%
Sell
Costco Wholesale Corporation - Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months+26.6 pointsstock −3.1%, S&P +23.5%
Sell
CSX Corporation
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months−5.3 pointsstock +28.8%, S&P +23.5%
Sell
Delta Air Lines, Inc. Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months−29.5 pointsstock +53.0%, S&P +23.5%
Buy
Dollar General Corporation Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months+16.1%S&P +23.5%
Sell
DuPont de Nemours, Inc. Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months−5.2 pointsstock +28.7%, S&P +23.5%
Buy
EPAM Systems, Inc. Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months−3.3%S&P +23.5%
Buy
Exponent, Inc. - Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months−16.7%S&P +23.5%
Buy
First Busey Corporation - Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+25.1%S&P +23.5%
Buy
Fortune Brands Innovations, Inc. Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months−2.5%S&P +23.5%
Buy
Gilead Sciences, Inc. - Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months+12.8%S&P +23.5%
Buy
Goldman Sachs Group, Inc.
Mar 5, 2025
$15,001 - $50,000
6 months+54.5%S&P +23.5%
Sell
Halliburton Company Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months+16.2 pointsstock +7.3%, S&P +23.5%
Buy
Harley-Davidson, Inc. Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months+21.2%S&P +23.5%
Buy
Heico Corporation Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+21.3%S&P +23.5%
Sell
Herc Holdings Inc. Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months+14.8 pointsstock +8.7%, S&P +23.5%
Buy
Highwoods Properties, Inc. Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+13.9%S&P +23.5%
Buy
Highwoods Properties, Inc. Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months+13.9%S&P +23.5%
Buy
HNI Corporation Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months+7.3%S&P +23.5%
Sell
Home BancShares, Inc. Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months+12.0 pointsstock +11.5%, S&P +23.5%
Buy
Home Depot, Inc.
Mar 31, 2025
$15,001 - $50,000
6 months+9.8%S&P +23.5%
Buy
Hubbell Inc Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months+22.7%S&P +23.5%
Sell
IDACORP, Inc. Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months+8.6 pointsstock +14.9%, S&P +23.5%
Sell
IDEX Corporation Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months+26.0 pointsstock −2.5%, S&P +23.5%
Buy
IDEXX Laboratories, Inc. - Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+57.4%S&P +23.5%
Buy
Intel Corporation - Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+75.4%S&P +23.5%
Sell
ITT Inc. Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months−12.6 pointsstock +36.1%, S&P +23.5%
Buy
Johnson & Johnson Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months+25.6%S&P +23.5%
Sell
JP Morgan Chase & Co. Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months−6.4 pointsstock +29.9%, S&P +23.5%
Buy
Lam Research Corporation - Common Stock
Mar 31, 2025
$50,001 - $100,000
6 months+104.7%S&P +23.5%
Sell
Lam Research Corporation - Common Stock
Mar 5, 2025
$50,001 - $100,000
After selling, 6 months−81.2 pointsstock +104.7%, S&P +23.5%
Sell
Lazard, Inc. Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months−19.2 pointsstock +42.7%, S&P +23.5%
Sell
Lennar Corporation Class A Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months+6.7 pointsstock +16.8%, S&P +23.5%
Buy
LGI Homes, Inc. - Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months−19.0%S&P +23.5%
Sell
Littelfuse, Inc. - Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months−41.3 pointsstock +64.8%, S&P +23.5%
Buy
Marathon Petroleum Corporation Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months+48.3%S&P +23.5%
Sell
Marvell Technology, Inc. - Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months−41.7 pointsstock +65.2%, S&P +23.5%
Buy
McDonald's Corporation Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months−2.6%S&P +23.5%
Buy
Newmont Corporation
Mar 13, 2025
$15,001 - $50,000
6 months+66.6%S&P +23.5%
Sell
Nike, Inc. Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months0.0 pointsstock +23.5%, S&P +23.5%
Buy
Norfolk Southern Corporation Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months+32.6%S&P +23.5%
Sell
Nucor Corporation Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months−2.5 pointsstock +26.0%, S&P +23.5%
Buy
Nucor Corporation Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months+26.0%S&P +23.5%
Sell
nVent Electric plc Ordinary Shares
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months−76.9 pointsstock +100.4%, S&P +23.5%
Sell
NVIDIA Corporation - Common Stock
Mar 31, 2025
$100,001 - $250,000
After selling, 6 months−39.1 pointsstock +62.6%, S&P +23.5%
Buy
Oracle Corporation Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months+122.9%S&P +23.5%
Sell
PayPal Holdings, Inc. - Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months+12.5 pointsstock +11.0%, S&P +23.5%
Buy
Prudential Financial, Inc. Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+4.9%S&P +23.5%
Buy
Quanta Services, Inc. Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months+57.4%S&P +23.5%
Buy
Rapid7, Inc. - Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months−21.9%S&P +23.5%
Sell
RLI Corp. Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months+40.5 pointsstock −17.0%, S&P +23.5%
Sell
Ross Stores, Inc. - Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months+14.8 pointsstock +8.7%, S&P +23.5%
Buy
Schlumberger N.V. Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months−2.4%S&P +23.5%
Sell
Schneider National, Inc. Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months+23.1 pointsstock +0.4%, S&P +23.5%
Sell
ServiceNow, Inc. Common Stock
Mar 31, 2025
$50,001 - $100,000
After selling, 6 months+9.6 pointsstock +13.9%, S&P +23.5%
Sell
Simon Property Group, Inc. Common Stock
Mar 31, 2025
$50,001 - $100,000
After selling, 6 months+3.2 pointsstock +20.3%, S&P +23.5%
Sell
Stryker Corporation Common Stock
Mar 13, 2025
$50,001 - $100,000
After selling, 6 months+18.3 pointsstock +5.2%, S&P +23.5%
Sell
Synopsys, Inc. - Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months+18.3 pointsstock +5.2%, S&P +23.5%
Sell
Sysco Corporation Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months+10.4 pointsstock +13.1%, S&P +23.5%
Buy
Target Corporation Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months−3.9%S&P +23.5%
Buy
Texas Instruments Incorporated - Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+17.1%S&P +23.5%
Buy
Texas Instruments Incorporated - Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months+17.1%S&P +23.5%
Sell
The Carlyle Group Inc. - Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months−41.5 pointsstock +65.0%, S&P +23.5%
Buy
The Trade Desk, Inc. - Class A Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months+4.3%S&P +23.5%
Sell
Trane Technologies plc
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months+0.9 pointsstock +22.6%, S&P +23.5%
Buy
Transdigm Group Incorporated Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months+4.9%S&P +23.5%
Buy
United Community Banks, Inc. Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months+38.2%S&P +23.5%
Buy
UnitedHealth Group Incorporated Common Stock
Mar 31, 2025
$15,001 - $50,000
6 months−37.9%S&P +23.5%
Buy
Valero Energy Corporation Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+49.5%S&P +23.5%
Sell
Vaxcyte, Inc. - Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months−10.2 pointsstock +33.7%, S&P +23.5%
Buy
Vertex Pharmaceuticals Incorporated - Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months−16.9%S&P +23.5%
Buy
Vicor Corporation - Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months+15.0%S&P +23.5%
Sell
Vicor Corporation - Common Stock
Mar 31, 2025
$15,001 - $50,000
After selling, 6 months+8.5 pointsstock +15.0%, S&P +23.5%
Sell
Vishay Intertechnology, Inc. Common Stock
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months−19.4 pointsstock +42.9%, S&P +23.5%
Buy
Vistra Corp. Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months+82.8%S&P +23.5%
Sell
Walt Disney Company
Mar 5, 2025
$15,001 - $50,000
After selling, 6 months−8.4 pointsstock +31.9%, S&P +23.5%
Buy
Wells Fargo & Company Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months+35.5%S&P +23.5%
Sell
Western Digital Corporation - Common Stock
Mar 13, 2025
$15,001 - $50,000
After selling, 6 months−193.3 pointsstock +216.8%, S&P +23.5%
Buy
Weyerhaeuser Company Common Stock
Mar 13, 2025
$15,001 - $50,000
6 months−7.0%S&P +23.5%
Buy
Zoetis Inc. Class A Common Stock
Mar 5, 2025
$15,001 - $50,000
6 months−4.2%S&P +23.5%
Filed Mar 9, 2025·Traded Feb 24, 2025·66 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
AbbVie Inc. Common Stock
Feb 24, 2025
$50,001 - $100,000
6 months−1.1%S&P +16.7%
Buy
Adobe Inc. - Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−18.6%S&P +16.7%
Buy
Air Products and Chemicals, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−4.3%S&P +16.7%
Sell
Akamai Technologies, Inc. - Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+23.8 pointsstock −7.1%, S&P +16.7%
Sell
Albemarle Corporation Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+20.5 pointsstock −3.8%, S&P +16.7%
Buy
Amgen Inc. - Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−13.0%S&P +16.7%
Buy
Applovin Corporation - Class A Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+134.4%S&P +16.7%
Buy
Arch Capital Group Ltd. - Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−1.2%S&P +16.7%
Sell
AvalonBay Communities, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+24.9 pointsstock −8.2%, S&P +16.7%
Sell
BlackRock, Inc. Common Stock
Feb 24, 2025
$50,001 - $100,000
After selling, 6 months−5.3 pointsstock +22.0%, S&P +16.7%
Sell
Block, Inc. Class A Common Stock,
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months−21.2 pointsstock +37.9%, S&P +16.7%
Sell
Boeing Company
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months−38.2 pointsstock +54.9%, S&P +16.7%
Buy
Broadcom Inc. - Common Stock
Feb 24, 2025
$100,001 - $250,000
6 months+83.5%S&P +16.7%
Buy
Brunswick Corporation Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+13.0%S&P +16.7%
Sell
Caterpillar, Inc. Common Stock
Feb 24, 2025
$50,001 - $100,000
After selling, 6 months−5.5 pointsstock +22.2%, S&P +16.7%
Sell
Comcast Corporation - Class A Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+21.8 pointsstock −5.1%, S&P +16.7%
Buy
CoStar Group, Inc. - Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+10.3%S&P +16.7%
Buy
Devon Energy Corporation Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+1.7%S&P +16.7%
Buy
Elevance Health, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−22.7%S&P +16.7%
Sell
EPAM Systems, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+30.0 pointsstock −13.3%, S&P +16.7%
Buy
Exponent, Inc. - Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−16.5%S&P +16.7%
Buy
Exxon Mobil Corporation Common Stock
Feb 24, 2025
$50,001 - $100,000
6 months+0.8%S&P +16.7%
Buy
Fidelity National Information Services, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−2.6%S&P +16.7%
Buy
First Busey Corporation - Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+17.1%S&P +16.7%
Buy
GE Aerospace Common Stock
Feb 24, 2025
$50,001 - $100,000
6 months+44.0%S&P +16.7%
Sell
Halliburton Company Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+27.9 pointsstock −11.2%, S&P +16.7%
Sell
Harley-Davidson, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+1.7 pointsstock +15.0%, S&P +16.7%
Buy
Home Depot, Inc.
Feb 24, 2025
$15,001 - $50,000
6 months+12.9%S&P +16.7%
Sell
Hope Bancorp, Inc. - Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+6.4 pointsstock +10.3%, S&P +16.7%
Sell
Hubbell Inc Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months−13.6 pointsstock +30.3%, S&P +16.7%
Sell
IDEX Corporation Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+29.0 pointsstock −12.3%, S&P +16.7%
Sell
Intuit Inc. - Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+0.6 pointsstock +16.1%, S&P +16.7%
Sell
ITT Inc. Common Stock
Feb 24, 2025
$50,001 - $100,000
After selling, 6 months−11.3 pointsstock +28.0%, S&P +16.7%
Buy
Johnson & Johnson Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+7.2%S&P +16.7%
Sell
Lennar Corporation Class A Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+5.9 pointsstock +10.8%, S&P +16.7%
Sell
Linde plc - Ordinary Shares
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+13.2 pointsstock +3.5%, S&P +16.7%
Buy
Lowe's Companies, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+12.2%S&P +16.7%
Buy
Merck & Company, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−9.5%S&P +16.7%
Sell
Microsoft Corporation - Common Stock
Feb 24, 2025
$50,001 - $100,000
After selling, 6 months−14.9 pointsstock +31.6%, S&P +16.7%
Buy
MicroStrategy Incorporated - Class A Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+37.3%S&P +16.7%
Other
Millrose Properties, Inc. Class A Common Stock
Feb 24, 2025
$1,001 - $15,000
Not countedan exchange, not a purchase or a sale
Sell
Millrose Properties, Inc. Class A Common Stock
Feb 24, 2025
$1,001 - $15,000
After selling, 6 months−51.8 pointsstock +68.5%, S&P +16.7%
Sell
Norfolk Southern Corporation Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+1.1 pointsstock +15.6%, S&P +16.7%
Buy
nVent Electric plc Ordinary Shares
Feb 24, 2025
$15,001 - $50,000
6 months+71.8%S&P +16.7%
Buy
NVIDIA Corporation - Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+59.6%S&P +16.7%
Buy
Occidental Petroleum Corporation Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−4.2%S&P +16.7%
Buy
Oracle Corporation Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+63.3%S&P +16.7%
Buy
Pfizer, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−3.8%S&P +16.7%
Sell
Primerica, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+17.5 pointsstock −0.8%, S&P +16.7%
Sell
Procter & Gamble Company
Feb 24, 2025
$50,001 - $100,000
After selling, 6 months+25.0 pointsstock −8.3%, S&P +16.7%
Buy
Prologis, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−3.2%S&P +16.7%
Buy
PulteGroup, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+27.9%S&P +16.7%
Buy
QUALCOMM Incorporated - Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+3.6%S&P +16.7%
Sell
Quanta Services, Inc. Common Stock
Feb 24, 2025
$50,001 - $100,000
After selling, 6 months−41.2 pointsstock +57.9%, S&P +16.7%
Sell
Rapid7, Inc. - Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+43.9 pointsstock −27.2%, S&P +16.7%
Buy
Royal Gold, Inc. - Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+22.2%S&P +16.7%
Buy
RTX Corporation Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months+19.2%S&P +16.7%
Other
Sandisk Corporation - Common Stock
Feb 24, 2025
$1,001 - $15,000
Not countedan exchange, not a purchase or a sale
Buy
Sherwin-Williams Company
Feb 24, 2025
$15,001 - $50,000
6 months+1.4%S&P +16.7%
Buy
The Cigna Group Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−6.6%S&P +16.7%
Sell
The Trade Desk, Inc. - Class A Common Stock
Feb 24, 2025
$1,001 - $15,000
After selling, 6 months+29.8 pointsstock −13.1%, S&P +16.7%
Sell
TJX Companies, Inc.
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months−3.1 pointsstock +19.8%, S&P +16.7%
Buy
Union Pacific Corporation Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−11.9%S&P +16.7%
Sell
United Parcel Service, Inc. Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+44.2 pointsstock −27.5%, S&P +16.7%
Sell
UnitedHealth Group Incorporated Common Stock
Feb 24, 2025
$15,001 - $50,000
After selling, 6 months+43.7 pointsstock −27.0%, S&P +16.7%
Buy
Vertex Pharmaceuticals Incorporated - Common Stock
Feb 24, 2025
$15,001 - $50,000
6 months−20.7%S&P +16.7%
Filed Feb 12, 2025·Traded Jan 16, 2025·1 trade
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
Comcast 6.50% maturing 11/15/35
Jan 16, 2025
$15,001 - $50,000
Not countednot a stock

"Public" is the day the report appeared on the index it was filed on. It is left out for reports we caught up on later, where we did not see the day it was posted.

Portrait: the official House photo, a United States government work.