Gilbert Cisneros: Stock Purchases and Sales
Every securities transaction Gilbert Cisneros disclosed under the STOCK Act — with the amount range, the trade date and the filing date.
Filed transactions
What these filings show — and what they do not
The source is the official disclosure filings of the US Congress under the STOCK Act. What gets reported are individual transactions, not holdings: how much someone owns in total appears nowhere. Amounts are disclosed only as a statutory range — “$15,001–$50,000” is the entire figure, and no more precise one exists. Filings are due within 30 days of learning about the transaction and no later than 45 days after the trade, so weeks routinely pass between the trade and its publication. The field the source calls “owner” says who traded — frequently not the member of Congress but a spouse or a child. Part of the filings still arrive as scanned paper; those cannot be parsed and appear here only as a link to the original document.
All filed transactions
Full history, most recent trade date first. Scrolls sideways.
| Trade date | Ticker | Security | Direction | Amount range | Traded by | Filing date | Filed after |
|---|---|---|---|---|---|---|---|
| 06/30/2026 | DSGX | The Descartes Systems Group Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | TXRH | Texas Roadhouse, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | TCBI | Texas Capital Bancshares, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | – | Sterling Infrastructure, Inc. | Sale partial sale | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | SFTBF | SOFTBANK GROUP CORP Stock | Sale | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | SMTC | Semtech Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | RBC | RBC Bearings Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | MCHP | Microchip Technology Incorporated - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | HQY | HealthEquity, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | CYTK | Cytokinetics, Incorporated - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | CRDO | Credo Technology Group Holding Ltd - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | CECO | CECO Environmental Corp. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | CBZ | CBIZ, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | CDRE | Cadre Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | BRCM | Broadcom Corporation - Class A Stock | Sale partial sale | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | BOOT | Boot Barn Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 2 days |
| 06/30/2026 | AGX | Argan, Inc. Common Stock Stock | Purchase | $15,001–$50,000 | the member | 07/02/2026 | 2 days |
| 06/24/2026 | VLTO | Veralto Corp Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 8 days |
| 06/24/2026 | – | Los Angeles, CA Tax & Revenue Anticipation Notes Government security | Purchase | $100,001–$250,000 | the member | 07/02/2026 | 8 days |
| 06/18/2026 | SPOT | Spotify Technology S.A. Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 07/02/2026 | 14 days |
| 06/18/2026 | SPCX | Space Exploration Technologies Corp. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 14 days |
| 06/16/2026 | ZTS | Zoetis Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | TTD | The Trade Desk, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | STRL | Sterling Infrastructure, Inc. - Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | PGR | Progressive Corporation Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | KVUE | Kenvue Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | JKHY | Jack Henry & Associates, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | – | International Business Machines | Purchase | from $15,001 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | GIS | General Mills, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | FOX | Fox Corporation - Class B Common Stock Stock | Sale | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | EA | Electronic Arts Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | CAG | ConAgra Brands, Inc. Common Stock Stock | Sale | $15,001–$50,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | CMCSA | Comcast Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | COIN | Coinbase Global, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | CME | CME Group Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | – | Broadridge Financial Solutions, Inc. | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | ADP | Automatic Data Processing, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | ACN | Accenture plc Class A Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/16/2026 | ABT | Abbott Laboratories Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 16 days |
| 06/11/2026 | LPLA | LPL Financial Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 21 days |
| 06/11/2026 | FSV | FirstService Corporation - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 21 days |
| 06/10/2026 | MTN | Vail Resorts, Inc. Common Stock Stock | Purchase | $15,001–$50,000 | the member | 07/02/2026 | 22 days |
| 06/10/2026 | MELI | MercadoLibre, Inc. - Common Stock Stock | Purchase | $15,001–$50,000 | the member | 07/02/2026 | 22 days |
| 06/10/2026 | LLY | Eli Lilly and Company Common Stock Stock | Purchase | $50,001–$100,000 | the member | 07/02/2026 | 22 days |
| 06/09/2026 | – | Tokyo Electron Ltd Ordinary Shares | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 23 days |
| 06/09/2026 | BNPQF | BNP Paribas Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 23 days |
| 06/09/2026 | SAN | Banco Santander, S.A. Sponsored ADR Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 23 days |
| 06/09/2026 | AJINF | Ajinomoto Company, Inc. Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 07/02/2026 | 23 days |
| 06/05/2026 | WDAY | Workday, Inc. - Class A Common Stock Stock | Sale | $15,001–$50,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | COO | The Cooper Companies, Inc. Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | TEL | TE Connectivity plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | MSTR | Strategy Inc - Class A Common Stock Stock | Purchase | $15,001–$50,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | MU | Micron Technology, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | MA | Mastercard Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | LPLA | LPL Financial Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | BSX | Boston Scientific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | BSX | Boston Scientific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | BIIB | Biogen Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | AAPL | Apple Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 27 days |
| 06/05/2026 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $1,001–$15,000 | the member | 07/02/2026 | 27 days |
| 06/02/2026 | – | Mount San Jacinto, CA, Cmnty. College Dist. Bonds Government security | Sale | $500,001–$1,000,000 | the member | 07/02/2026 | 30 days |
| 06/02/2026 | SFTBF | SOFTBANK GROUP CORP Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 6 days |
| 05/29/2026 | WDAY | Workday, Inc. - Class A Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | COO | The Cooper Companies, Inc. Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | TCBI | Texas Capital Bancshares, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | TEL | TE Connectivity plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | PWP | Perella Weinberg Partners - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | – | New York City, NY Transitional Finance Authority Bonds Government security | Purchase | $250,001–$500,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | LGND | Ligand Pharmaceuticals Incorporated - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | INDB | Independent Bank Corp. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | HQY | HealthEquity, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | – | FB Financial Corporation Common | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | CIEN | Ciena Corporation Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | BSX | Boston Scientific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | AZO | AutoZone, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/29/2026 | ARQT | Arcutis Biotherapeutics, Inc. - Common stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 10 days |
| 05/22/2026 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 17 days |
| 05/19/2026 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 20 days |
| 05/19/2026 | LPLA | LPL Financial Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 20 days |
| 05/19/2026 | BSX | Boston Scientific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 20 days |
| 05/18/2026 | TOELF | TOKYO ELECTRON Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 21 days |
| 05/18/2026 | STRL | Sterling Infrastructure, Inc. - Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 06/08/2026 | 21 days |
| 05/18/2026 | RNMBF | Rheinmetall Ag Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 21 days |
| 05/18/2026 | NOVT | Novanta Inc. - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 21 days |
| 05/18/2026 | DCO | Ducommun Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 21 days |
| 05/18/2026 | CSW | CSW Industrials, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 21 days |
| 05/15/2026 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | TYL | Tyler Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | TRMB | Trimble Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | TPH | Tri Pointe Homes, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | TTD | The Trade Desk, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | CPB | The Campbell's Company - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | ROP | Roper Technologies, Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | PYPL | PayPal Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | PSKY | Paramount Skydance Corporation - Class B Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $50,001–$100,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | MU | Micron Technology, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | MDT | Medtronic plc. Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | IBM | International Business Machines Corporation Common Stock Stock | Sale | $15,001–$50,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | – | Global Payments Inc. Common Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | GEHCV | GE HealthCare Technologies Inc. Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | FDS | FactSet Research Systems Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | EA | Electronic Arts Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | DPZ | Domino's Pizza Inc - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | STZ | Constellation Brands, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | CAG | ConAgra Brands, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | CLX | Clorox Company Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | CB | Chubb Limited Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | CVNA | Carvana Co. Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | BR | Broadridge Financial Solutions, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | BKNG | Booking Holdings Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | APP | Applovin Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | ADBE | Adobe Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/15/2026 | ABT | Abbott Laboratories Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 24 days |
| 05/14/2026 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 25 days |
| 05/14/2026 | MDB | MongoDB, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 25 days |
| 05/14/2026 | MELI | MercadoLibre, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 25 days |
| 05/14/2026 | LPLA | LPL Financial Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 25 days |
| 05/14/2026 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 25 days |
| 05/14/2026 | CIEN | Ciena Corporation Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 25 days |
| 05/14/2026 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 25 days |
| 05/13/2026 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 26 days |
| 05/13/2026 | PCVX | Vaxcyte, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 26 days |
| 05/13/2026 | STE | STERIS plc Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 26 days |
| 05/12/2026 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 27 days |
| 05/12/2026 | PCVX | Vaxcyte, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 27 days |
| 05/12/2026 | ST | Sensata Technologies Holding plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 27 days |
| 05/12/2026 | LPLA | LPL Financial Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 27 days |
| 05/12/2026 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 27 days |
| 05/11/2026 | W | Wayfair Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | VLTO | Veralto Corp Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | THLEF | Thales Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | STE | STERIS plc Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | SARO | StandardAero, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | ST | Sensata Technologies Holding plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | GIL | Gildan Activewear, Inc. Class A Sub. Vot. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $50,001–$100,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | FSV | FirstService Corporation - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | BBIO | BridgeBio Pharma, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | BSX | Boston Scientific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/11/2026 | BNPQF | BNP PARIBAS ORD Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 28 days |
| 05/08/2026 | PRIM | Primoris Services Corporation Stock | Sale | $1,001–$15,000 | the member | 06/08/2026 | 31 days |
| 05/08/2026 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 31 days |
| 05/08/2026 | CTRA | Coterra Energy Inc. Common Stock Stock | Exchange | $1,001–$15,000 | the member | 06/08/2026 | 31 days |
| 05/07/2026 | W | Wayfair Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 32 days |
| 05/07/2026 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 32 days |
| 05/07/2026 | ST | Sensata Technologies Holding plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 32 days |
| 05/07/2026 | LPLA | LPL Financial Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 32 days |
| 05/07/2026 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $15,001–$50,000 | the member | 06/08/2026 | 32 days |
| 05/07/2026 | FSV | FirstService Corporation - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 32 days |
| 05/07/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 32 days |
| 05/05/2026 | GOOGL | Alphabet Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 34 days |
| 05/04/2026 | VIAV | Viavi Solutions Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/08/2026 | 35 days |
| 05/04/2026 | RVTY | Revvity, Inc. Common Stock Stock | Purchase | $15,001–$50,000 | the member | 06/08/2026 | 35 days |
| 05/04/2026 | FN | Fabrinet Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 06/08/2026 | 35 days |
| 05/01/2026 | W | Wayfair Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 7 days |
| 05/01/2026 | VLTO | Veralto Corp Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 7 days |
| 05/01/2026 | STE | STERIS plc Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 7 days |
| 05/01/2026 | SSNC | SS&C Technologies Holdings, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 7 days |
| 05/01/2026 | ST | Sensata Technologies Holding plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 7 days |
| 05/01/2026 | RVTY | Revvity, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 7 days |
| 05/01/2026 | LPLA | LPL Financial Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 7 days |
| 05/01/2026 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 7 days |
| 05/01/2026 | FSV | FirstService Corporation - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 7 days |
| 05/01/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 7 days |
| 04/29/2026 | STE | STERIS plc Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 9 days |
| 04/29/2026 | SSNC | SS&C Technologies Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 9 days |
| 04/29/2026 | GIL | Gildan Activewear, Inc. Class A Sub. Vot. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 9 days |
| 04/29/2026 | BBIO | BridgeBio Pharma, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 9 days |
| 04/27/2026 | GIL | Gildan Activewear, Inc. Class A Sub. Vot. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 11 days |
| 04/27/2026 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 11 days |
| 04/24/2026 | SNEJF | SONY GROUP CORP Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 14 days |
| 04/24/2026 | GIL | Gildan Activewear, Inc. Class A Sub. Vot. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 14 days |
| 04/24/2026 | FSV | FirstService Corporation - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 14 days |
| 04/23/2026 | HESAF | Hermes Intl S A Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 15 days |
| 04/22/2026 | GIL | Gildan Activewear, Inc. Class A Sub. Vot. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 16 days |
| 04/22/2026 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 16 days |
| 04/22/2026 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 16 days |
| 04/15/2026 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 23 days |
| 04/15/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 23 days |
| 04/14/2026 | ZTS | Zoetis Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | WDAY | Workday, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | VZ | Verizon Communications Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | UBER | Uber Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | TYL | Tyler Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | TRMB | Trimble Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | TTD | The Trade Desk, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | KHC | The Kraft Heinz Company - Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | NOW | ServiceNow, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | ROP | Roper Technologies, Inc. Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | HOOD | Robinhood Markets, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | PAYC | Paycom Software, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | PAYX | Paychex, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | PANW | Palo Alto Networks, Inc. Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $15,001–$50,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | OMC | Omnicom Group Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | NKE | Nike, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | NWS | News Corporation - Class B Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | MOS | Mosaic Company Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | LITE | Lumentum Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | JKHY | Jack Henry & Associates, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | INTU | Intuit Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | IP | International Paper Company Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | IBM | International Business Machines Corporation Common Stock Stock | Purchase | $15,001–$50,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | GPN | Global Payments Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | GEN | Gen Digital Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | IT | Gartner, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | FTNT | Fortinet, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | FISV | Fiserv, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | FICO | Fair Isaac Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | EFX | Equifax, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | EPAM | EPAM Systems, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | LLY | Eli Lilly and Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | DPZ | Domino's Pizza Inc - Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | DDOG | Datadog, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | CSGP | CoStar Group, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | CAG | ConAgra Brands, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | CMCSA | Comcast Corporation - Class A Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | COIN | Coinbase Global, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | CHTR | Charter Communications, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | CVNA | Carvana Co. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | BR | Broadridge Financial Solutions, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | BKNG | Booking Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | ADP | Automatic Data Processing, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | APP | Applovin Corporation - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | APO | Apollo Global Management, Inc. Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | ARE | Alexandria Real Estate Equities, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $15,001–$50,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | ADBE | Adobe Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/14/2026 | ACN | Accenture plc Class A Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 05/08/2026 | 24 days |
| 04/13/2026 | VLTO | Veralto Corp Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 25 days |
| 04/13/2026 | SSNC | SS&C Technologies Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/08/2026 | 25 days |
| 04/13/2026 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $15,001–$50,000 | the member | 05/08/2026 | 25 days |
| 04/13/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 25 days |
| 04/06/2026 | VLTO | Veralto Corp Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 32 days |
| 04/06/2026 | SSNC | SS&C Technologies Holdings, Inc. - Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 05/08/2026 | 32 days |
| 04/06/2026 | LPLA | LPL Financial Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 32 days |
| 04/06/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/08/2026 | 32 days |
| 03/31/2026 | – | John Swett, CA, USD GO Bonds Government security | Sale partial sale | $100,001–$250,000 | the member | 04/07/2026 | 7 days |
| 03/27/2026 | – | West Kern, CA, Community College District GO Bonds Government security | Sale | $250,001–$500,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | VIAV | Viavi Solutions Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | SARO | StandardAero, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | LPLA | LPL Financial Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | FSV | FirstService Corporation - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | FN | Fabrinet Ordinary Shares Stock | Purchase | $15,001–$50,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | SCHW | Charles Schwab Corporation Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | – | California State Public Works Board Lease Rev Bonds Government security | Sale partial sale | $50,001–$100,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | – | California Health Facilities Financing Authority Rev Bonds Government security | Purchase | $250,001–$500,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | BABAF | ALIBABA GROUP HOLDING LTD Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 11 days |
| 03/27/2026 | AEIS | Advanced Energy Industries, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 11 days |
| 03/25/2026 | TDG | Transdigm Group Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 13 days |
| 03/25/2026 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 13 days |
| 03/25/2026 | MU | Micron Technology, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 13 days |
| 03/25/2026 | MELI | MercadoLibre, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 13 days |
| 03/25/2026 | – | Illinois State General Obligation Bonds Government security | Purchase | $100,001–$250,000 | the member | 04/07/2026 | 13 days |
| 03/25/2026 | GLW | Corning Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 13 days |
| 03/25/2026 | COHR | Coherent Corp. Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 13 days |
| 03/25/2026 | AVGO | Broadcom Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 13 days |
| 03/25/2026 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 13 days |
| 03/25/2026 | ANET | Arista Networks, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 13 days |
| 03/20/2026 | MIAX | Miami International Holdings, Inc. Common Stock Stock | Purchase | $15,001–$50,000 | the member | 04/07/2026 | 18 days |
| 03/20/2026 | ADM | Archer-Daniels-Midland Company Common Stock Stock | Sale | $50,001–$100,000 | the member | 04/07/2026 | 18 days |
| 03/19/2026 | BBIO | BridgeBio Pharma, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 19 days |
| 03/18/2026 | WAT | Waters Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 20 days |
| 03/18/2026 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 20 days |
| 03/18/2026 | TEL | TE Connectivity plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 20 days |
| 03/18/2026 | FSV | FirstService Corporation - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 20 days |
| 03/18/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 20 days |
| 03/18/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 20 days |
| 03/18/2026 | BBIO | BridgeBio Pharma, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 20 days |
| 03/18/2026 | APP | Applovin Corporation - Class A Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 04/07/2026 | 20 days |
| 03/16/2026 | TDG | Transdigm Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 22 days |
| 03/16/2026 | PLTR | Palantir Technologies Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 22 days |
| 03/16/2026 | PLTR | Palantir Technologies Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 22 days |
| 03/16/2026 | MELI | MercadoLibre, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 22 days |
| 03/16/2026 | CDRE | Cadre Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 22 days |
| 03/16/2026 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 22 days |
| 03/16/2026 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 22 days |
| 03/16/2026 | AMZN | Amazon.com, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 22 days |
| 03/13/2026 | ZTS | Zoetis Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | WDAY | Workday, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | WFC | Wells Fargo & Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | VICI | VICI Properties Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | VRSN | VeriSign, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | UPS | United Parcel Service, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | TYL | Tyler Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | TTD | The Trade Desk, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | CI | The Cigna Group Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | TSLA | Tesla, Inc. - Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | SNDK | Sandisk Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | ROP | Roper Technologies, Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | HOOD | Robinhood Markets, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | PFE | Pfizer, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | PYPL | PayPal Holdings, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | PAYC | Paycom Software, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | PSKY | Paramount Skydance Corporation - Class B Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | PANW | Palo Alto Networks, Inc. Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | PLTR | Palantir Technologies Inc. Class A Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | OMC | Omnicom Group Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | TAP | Molson Coors Beverage Company Class B Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $15,001–$50,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | LULU | lululemon athletica inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | KEY | KeyCorp Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | KVUE | Kenvue Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | IBM | International Business Machines Corporation Common Stock Stock | Sale | $15,001–$50,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | IT | Gartner, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | FOX | Fox Corporation - Class B Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | FTNT | Fortinet, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | FISV | Fiserv, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | FICO | Fair Isaac Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | FDS | FactSet Research Systems Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | EG | Everest Group, Ltd. Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | EFX | Equifax, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | EPAM | EPAM Systems, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | DDOG | Datadog, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | CAG | ConAgra Brands, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | CHTR | Charter Communications, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | BKNG | Booking Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | SQ | Block, Inc. Class A Common Stock, Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | APP | Applovin Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | APO | Apollo Global Management, Inc. Stock | Sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | AMZN | Amazon.com, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | AMD | Advanced Micro Devices, Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/13/2026 | ACN | Accenture plc Class A Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 25 days |
| 03/12/2026 | DBRG | DigitalBridge Group, Inc. Stock | Sale | $50,001–$100,000 | the member | 04/07/2026 | 26 days |
| 03/09/2026 | VIAV | Viavi Solutions Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2026 | 29 days |
| 03/09/2026 | HALO | Halozyme Therapeutics, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 29 days |
| 03/09/2026 | FSS | Federal Signal Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 29 days |
| 03/03/2026 | VCYT | Veracyte, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | RARE | Ultragenyx Pharmaceutical Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | UFPI | UFP Industries, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | COCO | The Vita Coco Company, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | TXRH | Texas Roadhouse, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | TNDM | Tandem Diabetes Care, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | SUPN | Supernus Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | SMTC | Semtech Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | RHP | Ryman Hospitality Properties, Inc. Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | RBC | RBC Bearings Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | PRIM | Primoris Services Corporation Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | PATK | Patrick Industries, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | NWE | NorthWestern Energy Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | LGND | Ligand Pharmaceuticals Incorporated - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | LGN | Legence Corp. - Class A Common stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | ITT | ITT Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | IDA | IDACORP, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | HLI | Houlihan Lokey, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | GMED | Globus Medical, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | GTES | Gates Industrial Corporation plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | EPAC | Enerpac Tool Group Corp. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | CSW | CSW Industrials, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | CRNX | Crinetics Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | SKY | Champion Homes, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | CENTA | Central Garden & Pet Company - Class A Common Stock Nonvoting Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | CATY | Cathay General Bancorp - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | BBIO | BridgeBio Pharma, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | BOOT | Boot Barn Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | AZTA | Azenta, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | AVNT | Avient Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | ATRC | AtriCure, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | ARQT | Arcutis Biotherapeutics, Inc. - Common stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | AGIO | Agios Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | AVAV | AeroVironment, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/03/2026 | AEIS | Advanced Energy Industries, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2026 | 35 days |
| 03/02/2026 | THR | Thermon Group Holdings, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 7 days |
| 03/02/2026 | FSS | Federal Signal Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 7 days |
| 02/26/2026 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 11 days |
| 02/24/2026 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 13 days |
| 02/24/2026 | HOOD | Robinhood Markets, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 13 days |
| 02/24/2026 | ORCL | Oracle Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 13 days |
| 02/24/2026 | MU | Micron Technology, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 13 days |
| 02/23/2026 | TPH | Tri Pointe Homes, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 14 days |
| 02/23/2026 | SKY | Champion Homes, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 14 days |
| 02/20/2026 | XIACF | XIAOMI CORP Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 17 days |
| 02/18/2026 | – | Veracyte, Inc. - Common Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 19 days |
| 02/18/2026 | RARE | Ultragenyx Pharmaceutical Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 19 days |
| 02/18/2026 | DSGX | The Descartes Systems Group Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 19 days |
| 02/18/2026 | PRIM | Primoris Services Corporation Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 19 days |
| 02/18/2026 | PAR | PAR Technology Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 19 days |
| 02/18/2026 | APPF | AppFolio, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 19 days |
| 02/17/2026 | FSV | FirstService Corporation - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 20 days |
| 02/13/2026 | MHVYF | Mitsubishi Heavy Industries Ltd Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 24 days |
| 02/13/2026 | FSV | FirstService Corporation - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 24 days |
| 02/12/2026 | – | TE Connectivity plc Ordinary Shares | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 25 days |
| 02/12/2026 | COIN | Coinbase Global, Inc. - 3Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 25 days |
| 02/10/2026 | ZTS | Zoetis Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | WMB | Williams Companies, Inc. Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | WBD | Warner Bros. Discovery, Inc. - Series A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | DIS | Walt Disney Company Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | VRSN | VeriSign, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | UAL | United Airlines Holdings, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | TTD | The Trade Desk, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | TRGP | Targa Resources, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | STE | STERIS plc Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | SWKS | Skyworks Solutions, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | ROP | Roper Technologies, Inc. Stock | Sale partial sale | $15,001–$50,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | PRU | Prudential Financial, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | PGR | Progressive Corporation Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | PFE | Pfizer, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | OKE | ONEOK, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | OXY | Occidental Petroleum Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | MU | Micron Technology, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | KMI | Kinder Morgan, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | KVUE | Kenvue Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | INVH | Invitation Homes Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | IVZ | Invesco Ltd Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | IBM | International Business Machines Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | ILMN | Illumina, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | DOC | Healthpeak Properties, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | GIS | General Mills, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | GD | General Dynamics Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | GE | GE Aerospace Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | FISV | Fiserv, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | FSV | FirstService Corporation - Common Shares Stock | Purchase | $15,001–$50,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | FSV | FirstService Corporation - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | FSLR | First Solar, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | FICO | Fair Isaac Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | XOM | Exxon Mobil Corporation Common Stock Stock | Purchase | $50,001–$100,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | EXE | Expand Energy Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | EG | Everest Group, Ltd. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | ERIE | Erie Indemnity Company - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | EQT | EQT Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | EOG | EOG Resources, Inc. Common Stock Stock | Purchase | $15,001–$50,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | DPZ | Domino's Pizza Inc - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | CTRA | Coterra Energy Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | COP | ConocoPhillips Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | CAG | ConAgra Brands, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | CVX | Chevron Corporation Common Stock Stock | Purchase | $15,001–$50,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | COF | Capital One Financial Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | BSX | Boston Scientific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | BKNG | Booking Holdings Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | SQ | Block, Inc. Class A Common Stock, Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | AJG | Arthur J. Gallagher & Co. Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | APP | Applovin Corporation - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | AME | AMETEK, Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | ACN | Accenture plc Class A Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/10/2026 | ABT | Abbott Laboratories Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 27 days |
| 02/09/2026 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Purchase | $100,001–$250,000 | the member | 03/09/2026 | 28 days |
| 02/09/2026 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Purchase | $50,001–$100,000 | the member | 03/09/2026 | 28 days |
| 02/05/2026 | DAY | Dayforce, Inc. Common Stock Stock | Sale | $50,001–$100,000 | the member | 03/09/2026 | 32 days |
| 02/05/2026 | APP | Applovin Corporation - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/09/2026 | 32 days |
| 02/03/2026 | XIACF | XIAOMI CORP Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 10 days |
| 02/03/2026 | TCTZF | TENCENT HLDIGS LTD Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 10 days |
| 02/03/2026 | RNMBF | Rheinmetall Ag Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 10 days |
| 02/03/2026 | MHVYF | Mitsubishi Heavy Industries Ltd Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 10 days |
| 02/03/2026 | FINMF | LEONARDO SPA ORD Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 10 days |
| 02/03/2026 | HESAF | Hermes Intl S A Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 10 days |
| 02/03/2026 | SAN | Banco Santander, S.A. Sponsored ADR Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 10 days |
| 02/03/2026 | BABAF | ALIBABA GROUP HOLDING LTD Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 10 days |
| 02/03/2026 | AJINF | Ajinomoto Company, Inc. Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 10 days |
| 01/30/2026 | VRT | Vertiv Holdings, LLC Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | TDG | Transdigm Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | – | San Francisco CA City & County, GO Bonds Government security | Sale | $250,001–$500,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | HOOD | Robinhood Markets, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | – | Redlands, CA, Uni. School District GO Bonds Government security | Sale | $50,001–$100,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | PWR | Quanta Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | PG | Procter & Gamble Company Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | – | Perris, CA Union High School District GO Ref. Bonds Government security | Sale | $250,001–$500,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | ORCL | Oracle Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | – | Milwaukee, Wisconsin GO Promissory Notes Series N2 Government security | Sale partial sale | $100,001–$250,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | MELI | MercadoLibre, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | HD | Home Depot, Inc. Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | – | Eaton Corporation, PLC Ordinary | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | COST | Costco Wholesale Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | COIN | Coinbase Global, Inc. - 3Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | NET | Cloudflare, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | – | California Community Choice Financing Authority Rev Bonds Government security | Purchase | $250,001–$500,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | BSX | Boston Scientific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | BE | Bloom Energy Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | BIIB | Biogen Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | AZO | AutoZone, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | ANET | Arista Networks, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/30/2026 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 14 days |
| 01/28/2026 | WDAY | Workday, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 16 days |
| 01/28/2026 | VLTO | Veralto Corp Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 16 days |
| 01/28/2026 | PTC | PTC Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 16 days |
| 01/28/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 16 days |
| 01/28/2026 | DLTR | Dollar Tree, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 16 days |
| 01/28/2026 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 16 days |
| 01/27/2026 | WPM | Wheaton Precious Metals Corp Common Shares Stock | Purchase | $15,001–$50,000 | the member | 02/13/2026 | 17 days |
| 01/27/2026 | PAAS | Pan American Silver Corp. Stock | Sale | $50,001–$100,000 | the member | 02/13/2026 | 17 days |
| 01/27/2026 | FNV | Franco-Nevada Corporation | Purchase | from $15,001 | the member | 02/13/2026 | 17 days |
| 01/27/2026 | EPAC | Enerpac Tool Group Corp. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 17 days |
| 01/27/2026 | – | California Community Choice Financing Authority Rev Bonds Government security | Purchase | $250,001–$500,000 | the member | 02/13/2026 | 17 days |
| 01/27/2026 | AVAV | AeroVironment, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 17 days |
| 01/23/2026 | – | Southeast Energy Authority Cooperative District, Alabama Bonds Government security | Sale | $250,001–$500,000 | the member | 02/13/2026 | 21 days |
| 01/20/2026 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 24 days |
| 01/20/2026 | SMTC | Semtech Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 24 days |
| 01/20/2026 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 24 days |
| 01/20/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 24 days |
| 01/20/2026 | CRDO | Credo Technology Group Holding Ltd - Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 24 days |
| 01/20/2026 | CP | Canadian Pacific Kansas City Limited Common Shares Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 24 days |
| 01/20/2026 | AEIS | Advanced Energy Industries, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 24 days |
| 01/15/2026 | SLGN | Silgan Holdings Inc. Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | SNDR | Schneider National, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | – | Ryman Hospitality Properties, Inc. | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | PWP | Perella Weinberg Partners - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | NHI | National Health Investors, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | MEDP | Medpace Holdings, Inc. - Common Stock Stock | Sale | $15,001–$50,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | LGND | Ligand Pharmaceuticals Incorporated - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | LGN | Legence Corp. - Class A Common stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | IRT | Independence Realty Trust, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | GBCI | Glacier Bancorp, Inc. Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | FBK | FB Financial Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | CSW | CSW Industrials, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | COLB | Columbia Banking System, Inc. - Common Stock Stock | Sale | $15,001–$50,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | CATY | Cathay General Bancorp - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | AZTA | Azenta, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 29 days |
| 01/15/2026 | ADC | Agree Realty Corporation Common Stock Stock | Sale | $15,001–$50,000 | the member | 02/13/2026 | 29 days |
| 01/12/2026 | SBGSF | Schneider Electric Sa Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 32 days |
| 01/09/2026 | WMB | Williams Companies, Inc. Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | WBD | Warner Bros. Discovery, Inc. - Series A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | DIS | Walt Disney Company Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | VICI | VICI Properties Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | VTR | Ventas, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | VLO | Valero Energy Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | UPS | United Parcel Service, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | TTD | The Trade Desk, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | KHC | The Kraft Heinz Company - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | TRGP | Targa Resources, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | STLD | Steel Dynamics, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | SEI | Solaris Energy Infrastructure, Inc. Class A Common Stock Stock | Sale | $15,001–$50,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | SWKS | Skyworks Solutions, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | SBAC | SBA Communications Corporation - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | SNDK | Sandisk Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | RTX | RTX Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | REG | Regency Centers Corporation Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | PRU | Prudential Financial, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | PGR | Progressive Corporation Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | OKE | ONEOK, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | MOS | Mosaic Company Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | MTDR | Matador Resources Company Common Stock Stock | Sale | $15,001–$50,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | – | Magnolia Oil & Gas Corporation Class | Sale | from $15,001 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | LYB | LyondellBasell Industries NV Ordinary Shares Class A Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | LIN | Linde plc - Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | LEN | Lennar Corporation Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | KMI | Kinder Morgan, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | KEY | KeyCorp Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | KVUE | Kenvue Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | IVZ | Invesco Ltd Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | INTC | Intel Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | HST | Host Hotels & Resorts, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | DOC | Healthpeak Properties, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | HAL | Halliburton Company Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | GPOR | Gulfport Energy Corporation Common Shares Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | GD | General Dynamics Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | GEV | GE Vernova Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | GE | GE Aerospace Common Stock Stock | Purchase | $15,001–$50,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | FSLR | First Solar, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | FDX | FedEx Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | XOM | Exxon Mobil Corporation Common Stock Stock | Sale | $50,001–$100,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | EG | Everest Group, Ltd. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | EOG | EOG Resources, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | DD | DuPont de Nemours, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | DHI | D.R. Horton, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | COP | ConocoPhillips Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | CAG | ConAgra Brands, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | CMCSA | Comcast Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | CME | CME Group Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | CSCO | Cisco Systems, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | CB | Chubb Limited Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | CHRD | Chord Energy Corporation - Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | CVX | Chevron Corporation Common Stock Stock | Sale | $15,001–$50,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | CVX | Chevron Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | SCHW | Charles Schwab Corporation Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | CF | CF Industries Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | COF | Capital One Financial Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | CCJ | Cameco Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | BRO | Brown & Brown, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | BKR | Baker Hughes Company - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | APA | APA Corporation - Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/09/2026 | AME | AMETEK, Inc. Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 35 days |
| 01/07/2026 | COP | ConocoPhillips Common Stock Stock | Sale | $15,001–$50,000 | the member | 02/13/2026 | 37 days |
| 01/06/2026 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 38 days |
| 01/06/2026 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 38 days |
| 01/05/2026 | TXRH | Texas Roadhouse, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 39 days |
| 01/05/2026 | SKWD | Skyward Specialty Insurance Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 39 days |
| 01/05/2026 | SLGN | Silgan Holdings Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 39 days |
| 01/05/2026 | SHAK | Shake Shack, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 39 days |
| 01/05/2026 | MTX | Minerals Technologies Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 39 days |
| 01/05/2026 | LGND | Ligand Pharmaceuticals Incorporated - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 39 days |
| 01/05/2026 | HMN | Horace Mann Educators Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 39 days |
| 01/05/2026 | FBK | FB Financial Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/13/2026 | 39 days |
| 01/05/2026 | ABCB | Ameris Bancorp - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/13/2026 | 39 days |
| 12/31/2025 | RNMBF | Rheinmetall Ag Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 12 days |
| 12/30/2025 | XIACF | XIAOMI CORP Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 13 days |
| 12/30/2025 | – | Wisconsin State Health & Educational Facilities Authority Rev. Bonds Government security | Purchase | $250,001–$500,000 | the member | 01/12/2026 | 13 days |
| 12/30/2025 | CPB | The Campbell's Company - Common Stock Stock | Purchase | $50,001–$100,000 | the member | 01/12/2026 | 13 days |
| 12/30/2025 | TCTZF | TENCENT HLDIGS LTD Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 13 days |
| 12/30/2025 | SBGSF | SCHNEIDER ELECTRIC SA Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 13 days |
| 12/30/2025 | HESAF | Hermes Intl S A Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 13 days |
| 12/30/2025 | BABAF | ALIBABA GROUP HOLDING LTD Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 13 days |
| 12/26/2025 | NTDOF | NINTENDO CO LTD ORD Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 17 days |
| 12/26/2025 | MHVYF | Mitsubishi Heavy Industries Ltd Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 17 days |
| 12/26/2025 | AJINF | AJINOMOTO CO INC Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 17 days |
| 12/24/2025 | VRT | Vertiv Holdings, LLC Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | TDG | Transdigm Group Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | SPOT | Spotify Technology S.A. Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | RBLX | Roblox Corporation Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | HOOD | Robinhood Markets, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | PG | Procter & Gamble Company Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | ORCL | Oracle Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | MELI | MercadoLibre, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | HD | Home Depot, Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | COST | Costco Wholesale Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | COIN | Coinbase Global, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | NET | Cloudflare, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | CVX | Chevron Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | CCJ | Cameco Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | BE | Bloom Energy Corporation Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | AZO | AutoZone, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | ANET | Arista Networks, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/24/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 19 days |
| 12/19/2025 | ZTS | Zoetis Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | VICI | VICI Properties Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | VRSN | VeriSign, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $15,001–$50,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | UAL | United Airlines Holdings, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | CI | The Cigna Group Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | CPB | The Campbell's Company - Common Stock Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | TRGP | Targa Resources, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | – | SBA Communications Corporation | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | O | Realty Income Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | PSA | Public Storage Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | PFE | Pfizer, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | ORCL | Oracle Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | MBFJF | Mitsubishi UFJ Financial Group Inc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | MCK | McKesson Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | LMT | Lockheed Martin Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | LIN | Linde plc - Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | LEN | Lennar Corporation Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | INVH | Invitation Homes Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | IBM | International Business Machines Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | HAL | Halliburton Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | GPN | Global Payments Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | GIS | General Mills, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | GEV | GE Vernova Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | FISV | Fiserv, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | FICO | Fair Isaac Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | EXE | Expand Energy Corporation - Common Stock Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | ERIE | Erie Indemnity Company - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | CCI | Crown Castle Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | CTRA | Coterra Energy Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | STZ | Constellation Brands, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | CAG | ConAgra Brands, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | COIN | Coinbase Global, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | CLX | Clorox Company Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | CBOE | Cboe Global Markets, Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | BXP | BXP, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | BMY | Bristol-Myers Squibb Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | BKNG | Booking Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | BA | Boeing Company Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | SQ | Block, Inc. Class A Common Stock, Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | BKR | Baker Hughes Company - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | AJG | Arthur J. Gallagher & Co. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | APP | Applovin Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | AMCR | Amcor plc Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | ARE | Alexandria Real Estate Equities, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | AMD | Advanced Micro Devices, Inc. Stock | Sale partial sale | $15,001–$50,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | ACN | Accenture plc Class A Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/19/2025 | ABT | Abbott Laboratories Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 24 days |
| 12/18/2025 | RACE | Ferrari N.V. Common Shares Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 25 days |
| 12/18/2025 | AZN | AstraZeneca PLC - American Depositary Shares Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 25 days |
| 12/17/2025 | – | San Rafael, CA Elementary School District GO Bonds Government security | Purchase | $100,001–$250,000 | the member | 01/12/2026 | 26 days |
| 12/17/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 26 days |
| 12/15/2025 | AVAV | AeroVironment, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 28 days |
| 12/11/2025 | COCO | The Vita Coco Company, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 32 days |
| 12/11/2025 | SUPN | Supernus Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 32 days |
| 12/11/2025 | PRIM | Primoris Services Corporation Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 32 days |
| 12/11/2025 | K | Kellanova Common Stock Stock | Sale | $1,001–$15,000 | the member | 01/12/2026 | 32 days |
| 12/11/2025 | ITT | ITT Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 32 days |
| 12/11/2025 | ARQT | Arcutis Biotherapeutics, Inc. - Common stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 32 days |
| 12/11/2025 | AGIO | Agios Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 32 days |
| 12/10/2025 | WDAY | Workday, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | COO | The Cooper Companies, Inc. Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | SYK | Stryker Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | SARO | StandardAero, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | NFLX | Netflix, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | LPLA | LPL Financial Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | – | Los Angeles, CA, Dept. Wtr. & Pwr. Wtrwks. Rev. Bonds Government security | Sale | $250,001–$500,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | GPN | Global Payments Inc. Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $15,001–$50,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | SCHW | Charles Schwab Corporation Stock | Sale partial sale | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | CP | Canadian Pacific Kansas City Limited Common Shares Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | – | California State Dept. of Water Resources CVP Revenue Bonds Government security | Purchase | $100,001–$250,000 | the member | 01/12/2026 | 33 days |
| 12/10/2025 | ARMK | Aramark Common Stock Stock | Purchase | $1,001–$15,000 | the member | 01/12/2026 | 33 days |
| 12/01/2025 | – | Southeast Energy Authority Cooperative District, Alabama Bonds Government security | Purchase | $250,001–$500,000 | the member | 12/15/2025 | 14 days |
| 11/26/2025 | TKO | TKO Group Holdings, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 19 days |
| 11/26/2025 | SPOT | Spotify Technology S.A. Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 19 days |
| 11/26/2025 | FWRG | First Watch Restaurant Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 19 days |
| 11/26/2025 | GOOGL | Alphabet Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 19 days |
| 11/25/2025 | – | Portola Valley, CA Sch. Dist. Go Bonds Government security | Sale | $250,001–$500,000 | the member | 12/15/2025 | 20 days |
| 11/24/2025 | SF | Stifel Financial Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 21 days |
| 11/24/2025 | RBC | RBC Bearings Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 21 days |
| 11/24/2025 | PRIM | Primoris Services Corporation Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 21 days |
| 11/24/2025 | LGN | Legence Corp. - Class A Common stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 21 days |
| 11/21/2025 | LB | LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests Stock | Purchase | $15,001–$50,000 | the member | 12/15/2025 | 24 days |
| 11/20/2025 | TCTZF | Tencent Holdings Limited Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 25 days |
| 11/20/2025 | NTDOF | NINTENDO CO LTD ORD Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 25 days |
| 11/20/2025 | MBFJF | Mitsubishi UFJ Financial Group Inc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 25 days |
| 11/20/2025 | MHVYF | Mitsubishi Heavy Industries Ltd Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 25 days |
| 11/20/2025 | LB | LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests Stock | Purchase | $50,001–$100,000 | the member | 12/15/2025 | 25 days |
| 11/20/2025 | DBSDF | DBS GROUP HLDGS LTD ORD Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 25 days |
| 11/19/2025 | XIACF | XIAOMI CORP Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | UNCFF | UNICREDITO SPA ORD NEW Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | SMEGF | SIEMENS ENERGY AG Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | SBGSF | SCHNEIDER ELECTRIC SA Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | RNMBF | Rheinmetall Ag Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | IBDSF | Iberdrola SA Bilbao Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | HESAF | HERMES INTL SA Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | RACE | Ferrari N.V. Common Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | BCLYF | Barclays Plc Ord Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | AZN | AstraZeneca PLC - American Depositary Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | AZSEY | Allianz SE ADS Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | BABAF | ALIBABA GROUP HOLDING LTD Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 26 days |
| 11/19/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Purchase | $15,001–$50,000 | the member | 12/15/2025 | 26 days |
| 11/18/2025 | ZTS | Zoetis Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | WPM | Wheaton Precious Metals Corp Common Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | WFC | Wells Fargo & Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | WBD | Warner Bros. Discovery, Inc. - Series A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | WMT | Walmart Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | VTRS | Viatris Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | VRT | Vertiv Holdings, LLC Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | VRSK | Verisk Analytics, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | TDG | Transdigm Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | CPB | The Campbell's Company - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | TRGP | Targa Resources, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | SNPS | Synopsys, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | SYK | Stryker Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | SPOT | Spotify Technology S.A. Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | SW | Smurfit WestRock plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | RBLX | Roblox Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | HOOD | Robinhood Markets, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | PG | Procter & Gamble Company Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | PFE | Pfizer, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | PLTR | Palantir Technologies Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | ORCL | Oracle Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | OKE | ONEOK, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | NXPI | NXP Semiconductors N.V. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $15,001–$50,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | NFLX | Netflix, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | MS | Morgan Stanley Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | MDB | MongoDB, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | TAP | Molson Coors Beverage Company Class B Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $50,001–$100,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | FB | Meta Platforms, Inc. - Class A Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | MELI | MercadoLibre, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | MCK | McKesson Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | MA | Mastercard Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | MTB | M&T Bank Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | LMT | Lockheed Martin Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | LEN | Lennar Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | JPM | JP Morgan Chase & Co. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | JKHY | Jack Henry & Associates, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | IP | International Paper Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | IFF | International Flavors & Fragrances, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | – | International Business Machines | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | INTC | Intel Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | HON | Honeywell International Inc. Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | HD | Home Depot, Inc. Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | GPN | Global Payments Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | GEV | GE Vernova Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | FCX | Freeport-McMoRan, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | FISV | Fiserv, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | FDS | FactSet Research Systems Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | EXE | Expand Energy Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | EG | Everest Group, Ltd. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | LLY | Eli Lilly and Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | DOW | Dow Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | DECK | Deckers Outdoor Corporation Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | DHI | D.R. Horton, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | CSW | CSW Industrials, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | CTRA | Coterra Energy Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | STZ | Constellation Brands, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | CMCSA | Comcast Corporation - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | COIN | Coinbase Global, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | NET | Cloudflare, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | CMG | Chipotle Mexican Grill, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | CVX | Chevron Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | CAT | Caterpillar, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | – | Cameco Corporation Common Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | BXP | BXP, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | BRO | Brown & Brown, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | BKNG | Booking Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | BE | Bloom Energy Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | SQ | Block, Inc. Class A Common Stock, Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | AZO | AutoZone, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | ANET | Arista Networks, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | APP | Applovin Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | AAPL | Apple Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | APO | Apollo Global Management, Inc. Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | AMCR | Amcor plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $15,001–$50,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | GOOGL | Alphabet Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | ARE | Alexandria Real Estate Equities, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $15,001–$50,000 | the member | 12/15/2025 | 27 days |
| 11/18/2025 | ABT | Abbott Laboratories Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 27 days |
| 11/17/2025 | SARO | StandardAero, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 28 days |
| 11/17/2025 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 28 days |
| 11/17/2025 | CP | Canadian Pacific Kansas City Limited Common Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 28 days |
| 11/13/2025 | VIAV | Viavi Solutions Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 32 days |
| 11/13/2025 | NOVT | Novanta Inc. - Common Shares Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 32 days |
| 11/13/2025 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 32 days |
| 11/13/2025 | INTA | Intapp, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 32 days |
| 11/13/2025 | BCRX | BioCryst Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 32 days |
| 11/13/2025 | ALKT | Alkami Technology, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 32 days |
| 11/12/2025 | – | WaterBridge Infrastructure LLC Class A Shares Representing Limited | Purchase | $50,001–$100,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | VCYT | Veracyte, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | VTR | Ventas, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | CI | The Cigna Group Common Stock Stock | Sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | TRGP | Targa Resources, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | SMCI | Super Micro Computer, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | SBAC | SBA Communications Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | O | Realty Income Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | OXY | Occidental Petroleum Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | MOH | Molina Healthcare Inc Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | LULU | lululemon athletica inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | KMB | Kimberly-Clark Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | KVUE | Kenvue Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | JKHY | Jack Henry & Associates, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | IBM | International Business Machines Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | HUM | Humana Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | HAL | Halliburton Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | FISV | Fiserv, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | DD | DuPont de Nemours, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | CAG | ConAgra Brands, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | CMCSA | Comcast Corporation - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | CLX | Clorox Company Stock | Sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | CBOE | Cboe Global Markets, Inc. Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | CP | Canadian Pacific Kansas City Limited Common Shares Stock | Purchase | $15,001–$50,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | BYDDF | BYD Company Ltd H Shares Stock | Sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | BMY | Bristol-Myers Squibb Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | BA | Boeing Company Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 33 days |
| 11/12/2025 | DOX | Amdocs Limited - Ordinary Shares Stock | Sale partial sale | $15,001–$50,000 | the member | 12/15/2025 | 33 days |
| 11/11/2025 | WBI | WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests Stock | Purchase | $100,001–$250,000 | the member | 12/15/2025 | 34 days |
| 11/10/2025 | RSNHF | RESONA HOLDINGS INC Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 35 days |
| 11/07/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 38 days |
| 11/07/2025 | SAP | SAP SE ADS Stock | Sale | $1,001–$15,000 | the member | 12/15/2025 | 38 days |
| 11/07/2025 | RBLX | Roblox Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 38 days |
| 11/07/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 38 days |
| 11/07/2025 | KKR | KKR & Co. Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 12/15/2025 | 38 days |
| 11/06/2025 | UFPI | UFP Industries, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 39 days |
| 11/06/2025 | SPXC | SPX Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 39 days |
| 11/06/2025 | PRIM | Primoris Services Corporation Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 39 days |
| 11/06/2025 | ITT | ITT Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 12/15/2025 | 39 days |
| 11/06/2025 | CSW | CSW Industrials, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 12/15/2025 | 39 days |
| 11/03/2025 | Q | Qnity Electronics, Inc. Common Stock Stock | Exchange | $1,001–$15,000 | the member | 12/15/2025 | 42 days |
| 11/03/2025 | DSGX | The Descartes Systems Group Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 15 days |
| 11/03/2025 | CVLT | Commvault Systems, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 15 days |
| 10/30/2025 | UFPI | UFP Industries, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 19 days |
| 10/30/2025 | STRL | Sterling Infrastructure, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 19 days |
| 10/30/2025 | EPAC | Enerpac Tool Group Corp. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 19 days |
| 10/30/2025 | CRDO | Credo Technology Group Holding Ltd - Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 19 days |
| 10/30/2025 | CNS | Cohen & Steers Inc Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 19 days |
| 10/22/2025 | DBSDF | Dbs Group Holdings Ltd Ord Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 27 days |
| 10/21/2025 | XIACF | XIAOMI CORP Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | UNCFF | UNICREDITO SPA ORD NEW Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | TCTZF | TENCENT HLDIGS LTD Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | SMEGF | SIEMENS ENERGY AG Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | SBGSF | SCHNEIDER ELECTRIC SA Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | SAP | SAP SE ADS Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | RNMBF | Rheinmetall Ag Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | NTDOF | NINTENDO CO LTD ORD Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | MBFJF | Mitsubishi UFJ Financial Group Inc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | MHVYF | Mitsubishi Heavy Industries Ltd Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | IBDSF | Iberdrola SA Bilbao Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | HESAF | Hermes Intl S A Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | RACE | Ferrari N.V. Common Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | BCLYF | Barclays Plc Ord Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | AZN | AstraZeneca PLC - American Depositary Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | AZSEY | Allianz SE ADS Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | BABAF | ALIBABA GROUP HOLDING LTD Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/21/2025 | AJINF | AJINOMOTO CO INC Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 28 days |
| 10/17/2025 | WPM | Wheaton Precious Metals Corp Common Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | WMT | Walmart Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | VRT | Vertiv Holdings, LLC Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | TDG | Transdigm Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | – | Taiwan Semiconductor Manufacturing | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | SYK | Stryker Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | – | Spotify Technology S.A. Ordinary | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | HOOD | Robinhood Markets, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | PG | Procter & Gamble Company Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | ORCL | Oracle Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | NXPI | NXP Semiconductors N.V. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | NFLX | Netflix, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | MS | Morgan Stanley Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | MDB | MongoDB, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | MELI | MercadoLibre, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | MA | Mastercard Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | KKR | KKR & Co. Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | JPM | JP Morgan Chase & Co. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | HD | Home Depot, Inc. Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | FCX | Freeport-McMoRan, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | COST | Costco Wholesale Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | COIN | Coinbase Global, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | NET | Cloudflare, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | CVX | Chevron Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | CAT | Caterpillar, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | CCJ | Cameco Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | BE | Bloom Energy Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | ANET | Arista Networks, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | APP | Applovin Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | AAPL | Apple Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | GOOGL | Alphabet Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 32 days |
| 10/17/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Purchase | $15,001–$50,000 | the member | 11/18/2025 | 32 days |
| 10/16/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale | $15,001–$50,000 | the member | 11/18/2025 | 33 days |
| 10/16/2025 | – | Fountain Valley, CA Public Financing Authority Bonds Government security | Sale | $100,001–$250,000 | the member | 11/18/2025 | 33 days |
| 10/15/2025 | WDAY | Workday, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 34 days |
| 10/15/2025 | – | Wiseburn, CA, Unified School District GO Ref. A Bonds Government security | Sale | $50,001–$100,000 | the member | 11/18/2025 | 34 days |
| 10/15/2025 | – | San Diego, CA, Cmnty. College Dist. GO Bonds Government security | Sale partial sale | $100,001–$250,000 | the member | 11/18/2025 | 34 days |
| 10/15/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 34 days |
| 10/15/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 34 days |
| 10/15/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 34 days |
| 10/15/2025 | APG | APi Group Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 34 days |
| 10/15/2025 | DOX | Amdocs Limited - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 34 days |
| 10/14/2025 | WDAY | Workday, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 35 days |
| 10/14/2025 | SARO | StandardAero, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 35 days |
| 10/14/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 35 days |
| 10/14/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Purchase | $15,001–$50,000 | the member | 11/18/2025 | 35 days |
| 10/09/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | SNPS | Synopsys, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | SUPN | Supernus Pharmaceuticals, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | PHR | Phreesia, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | MEDP | Medpace Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | EIX | Edison International Common Stock Stock | Sale | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | CYTK | Cytokinetics, Incorporated - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | CAG | ConAgra Brands, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | CMCSA | Comcast Corporation - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | COIN | Coinbase Global, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | BMY | Bristol-Myers Squibb Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | AZTA | Azenta, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | AORT | Artivion, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/09/2025 | APP | Applovin Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 40 days |
| 10/08/2025 | – | Washington State Health Care Facilities Authority Revenue Bonds Government security | Purchase | $250,001–$500,000 | the member | 11/18/2025 | 41 days |
| 10/08/2025 | – | New York Liberty Development Corporation Revenue Bonds Government security | Purchase | $250,001–$500,000 | the member | 11/18/2025 | 41 days |
| 10/08/2025 | – | Missouri Health and Educational Facilities Authority Revenue Bonds Government security | Purchase | $250,001–$500,000 | the member | 11/18/2025 | 41 days |
| 10/08/2025 | – | Milwaukee, Wisconsin GO Promissory Notes Series N2 Government security | Purchase | $250,001–$500,000 | the member | 11/18/2025 | 41 days |
| 10/07/2025 | WDAY | Workday, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 42 days |
| 10/07/2025 | SARO | StandardAero, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 42 days |
| 10/07/2025 | – | Perris, CA Union High School District GO Ref. Bonds Government security | Sale partial sale | $100,001–$250,000 | the member | 11/18/2025 | 42 days |
| 10/07/2025 | NFLX | Netflix, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 42 days |
| 10/07/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 42 days |
| 10/07/2025 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 42 days |
| 10/07/2025 | – | California State Public Works Board Lease Rev. Bonds Government security | Sale partial sale | $250,001–$500,000 | the member | 11/18/2025 | 42 days |
| 10/07/2025 | APG | APi Group Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 42 days |
| 10/03/2025 | BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 11/18/2025 | 46 days |
| 10/03/2025 | STRL | Sterling Infrastructure, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 11/18/2025 | 46 days |
| 10/03/2025 | SKWD | Skyward Specialty Insurance Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 46 days |
| 10/03/2025 | – | Long Beach, CA Unified School District Bonds Government security | Sale | $15,001–$50,000 | the member | 11/18/2025 | 46 days |
| 10/03/2025 | INSM | Insmed Incorporated - Common Stock Stock | Sale | $1,001–$15,000 | the member | 11/18/2025 | 46 days |
| 10/03/2025 | CVLT | Commvault Systems, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 46 days |
| 10/03/2025 | COLB | Columbia Banking System, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 46 days |
| 10/03/2025 | – | Chula Vista, CA Elementary School Bonds Government security | Sale | $250,001–$500,000 | the member | 11/18/2025 | 46 days |
| 10/03/2025 | AVAV | AeroVironment, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 46 days |
| 10/02/2025 | SARO | StandardAero, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 11/18/2025 | 47 days |
| 10/01/2025 | SARO | StandardAero, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 9 days |
| 10/01/2025 | DOX | Amdocs Limited - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 9 days |
| 09/30/2025 | WAT | Waters Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | SARO | StandardAero, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Southwestern Community College Dist. CA, Bonds Government security | Sale | $250,001–$500,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Selma, CA, Unified School District Bonds Government security | Sale | $100,001–$250,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Santa Clara County, CA, Financing Authority Bonds Government security | Sale | $250,001–$500,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | San Jacinto CA Uni. School Dist. GO Bonds Government security | Sale | $100,001–$250,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | PTC | PTC Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Oakland, CA GO Bonds Government security | Sale | $50,001–$100,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | MHVYF | Mitsubishi Heavy Industries Ltd Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Los Angeles County, CA, Met. Transportation Authority Bonds Government security | Sale partial sale | $250,001–$500,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Healdsburg, CA Unified School Dist. GO Bonds Government security | Sale | $50,001–$100,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Gilroy, CA, Unified School District GO Bonds Government security | Sale | $250,001–$500,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | FTV | Fortive Corporation Common Stock Stock | Sale | $15,001–$50,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Eastern Municipal Water District Financing Authority, CA, Water & Wastewater Revenue Bonds Government security | Sale | $250,001–$500,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | California State GO Bonds Government security | Sale | $500,001–$1,000,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Calaveras County, CA GO Ref. Bonds Government security | Sale | $15,001–$50,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Cajon Valley, CA, Unified School District GO Bonds Government security | Sale | $50,001–$100,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Bay Area Toll Authority, CA, Toll Bridge Revenue Bonds Government security | Sale | $500,001–$1,000,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | APG | APi Group Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | – | Anaheim CA Elementary School District GO Bonds Government security | Sale | $100,001–$250,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | DOX | Amdocs Limited - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 10 days |
| 09/30/2025 | AJINF | AJINOMOTO CO INC Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 10 days |
| 09/29/2025 | – | Puente Basin Water Agency CA Bonds Government security | Sale | $250,001–$500,000 | the member | 10/10/2025 | 11 days |
| 09/29/2025 | – | Moreno Valley, CA, USD Bonds Government security | Sale | $100,001–$250,000 | the member | 10/10/2025 | 11 days |
| 09/26/2025 | WBI | WaterBridge Infrastructure LLC Cl A Other | Purchase | $15,001–$50,000 | the member | 10/10/2025 | 14 days |
| 09/26/2025 | WM | Waste Management, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 14 days |
| 09/26/2025 | USB | U.S. Bancorp Common Stock Stock | Sale | $1,001–$15,000 | the member | 10/10/2025 | 14 days |
| 09/26/2025 | – | Bucks County, PA Industrial Development Authority Hospital Rev Bonds Government security | Purchase | $250,001–$500,000 | the member | 10/10/2025 | 14 days |
| 09/26/2025 | BE | Bloom Energy Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 14 days |
| 09/26/2025 | ARIS | Aris Water Solutions, Inc. Class A Common Stock Stock | Sale | $15,001–$50,000 | the member | 10/10/2025 | 14 days |
| 09/22/2025 | WDAY | Workday, Inc. - Class A Common Stock Stock | Purchase | $15,001–$50,000 | the member | 10/10/2025 | 18 days |
| 09/22/2025 | THR | Thermon Group Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 18 days |
| 09/22/2025 | INSM | Insmed Incorporated - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 18 days |
| 09/22/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 10/10/2025 | 18 days |
| 09/22/2025 | FTV | Fortive Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 18 days |
| 09/22/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 18 days |
| 09/22/2025 | BBIO | BridgeBio Pharma, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 18 days |
| 09/22/2025 | DOX | Amdocs Limited - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 18 days |
| 09/18/2025 | UNCFF | UNICREDITO SPA ORD NEW Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 22 days |
| 09/17/2025 | WBI | WaterBridge Infrastructure LLC Cl A Other | Purchase | $15,001–$50,000 | the member | 10/10/2025 | 23 days |
| 09/17/2025 | ARIS | Aris Water Solutions, Inc. Class A Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 10/10/2025 | 23 days |
| 09/16/2025 | MMC | Marsh & McLennan Companies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 24 days |
| 09/12/2025 | WPM | Wheaton Precious Metals Corp Common Shares Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/12/2025 | SYY | Sysco Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/12/2025 | RVTY | Revvity, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/12/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/12/2025 | OKTA | Okta, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/12/2025 | MDB | MongoDB, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/12/2025 | HD | Home Depot, Inc. Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/12/2025 | FTV | Fortive Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/12/2025 | FLEX | Flex Ltd. - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/12/2025 | NET | Cloudflare, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/12/2025 | CMG | Chipotle Mexican Grill, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/12/2025 | APG | APi Group Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 28 days |
| 09/05/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 35 days |
| 09/05/2025 | THR | Thermon Group Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 35 days |
| 09/05/2025 | SMCI | Super Micro Computer, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 35 days |
| 09/05/2025 | LUV | Southwest Airlines Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 35 days |
| 09/05/2025 | NOC | Northrop Grumman Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 35 days |
| 09/05/2025 | TAP | Molson Coors Beverage Company Class B Common Stock Stock | Sale | $1,001–$15,000 | the member | 10/10/2025 | 35 days |
| 09/05/2025 | KMI | Kinder Morgan, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 35 days |
| 09/05/2025 | K | Kellanova Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 35 days |
| 09/05/2025 | HAL | Halliburton Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 10/10/2025 | 35 days |
| 09/05/2025 | CAG | ConAgra Brands, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 10/10/2025 | 35 days |
| 09/03/2025 | PPBI | Pacific Premier Bancorp Inc - Common Stock Stock | Exchange | $1,001–$15,000 | the member | 10/10/2025 | 37 days |
| 09/02/2025 | – | Solaris Energy Infrastructure, Inc. | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 10 days |
| 09/02/2025 | SMTC | Semtech Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 10 days |
| 09/02/2025 | GTLS | Chart Industries, Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 10 days |
| 09/02/2025 | AVNT | Avient Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 10 days |
| 08/27/2025 | DOX | Amdocs Limited - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 16 days |
| 08/26/2025 | WAT | Waters Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 17 days |
| 08/26/2025 | SMTC | Semtech Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 17 days |
| 08/26/2025 | INTA | Intapp, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 17 days |
| 08/26/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 17 days |
| 08/26/2025 | FTV | Fortive Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 17 days |
| 08/26/2025 | APG | APi Group Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 17 days |
| 08/26/2025 | DOX | Amdocs Limited - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 17 days |
| 08/15/2025 | STRL | Sterling Infrastructure, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 28 days |
| 08/15/2025 | INTA | Intapp, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 28 days |
| 08/15/2025 | CVLT | Commvault Systems, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 28 days |
| 08/13/2025 | WAT | Waters Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 30 days |
| 08/13/2025 | RVTY | Revvity, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 30 days |
| 08/13/2025 | AVTR | Avantor, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 09/12/2025 | 30 days |
| 08/12/2025 | WAT | Waters Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 31 days |
| 08/12/2025 | AVTR | Avantor, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 31 days |
| 08/08/2025 | RARE | Ultragenyx Pharmaceutical Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 35 days |
| 08/08/2025 | MBFJF | Mitsubishi UFJ Financial Group Inc Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 35 days |
| 08/08/2025 | INSM | Insmed Incorporated - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 35 days |
| 08/08/2025 | BBIO | BridgeBio Pharma, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 35 days |
| 08/07/2025 | HESAF | Hermes Intl S A Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 36 days |
| 08/06/2025 | VLO | Valero Energy Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 37 days |
| 08/06/2025 | STRC | Strategy Inc - Variable Rate Series A Perpetual Stretch Preferred Stock Stock | Purchase | $15,001–$50,000 | the member | 09/12/2025 | 37 days |
| 08/06/2025 | MDLZ | Mondelez International, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 37 days |
| 08/06/2025 | MET | MetLife, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 37 days |
| 08/06/2025 | LB | LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests Stock | Purchase | $50,001–$100,000 | the member | 09/12/2025 | 37 days |
| 08/06/2025 | CP | Canadian Pacific Kansas City Limited Common Shares Stock | Sale | $1,001–$15,000 | the member | 09/12/2025 | 37 days |
| 08/06/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 37 days |
| 08/05/2025 | ZTS | Zoetis Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | CI | The Cigna Group Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | LUV | Southwest Airlines Company Common Stock Stock | Sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | SLB | Schlumberger N.V. Common Stock Stock | Sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | O | Realty Income Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | PSA | Public Storage Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | PFE | Pfizer, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | – | Oracle Corporation Common Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | OXY | Occidental Petroleum Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | TAP | Molson Coors Beverage Company Class B Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | MOH | Molina Healthcare Inc Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | MCK | McKesson Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | LMT | Lockheed Martin Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | KMI | Kinder Morgan, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | K | Kellanova Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | HUM | Humana Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | HAL | Halliburton Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | GIS | General Mills, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | ELV | Elevance Health, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | CAG | ConAgra Brands, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | CMCSA | Comcast Corporation - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | CNC | Centene Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | CDNS | Cadence Design Systems, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | CHRW | C.H. Robinson Worldwide, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | APA | APA Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 08/05/2025 | ADBE | Adobe Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 09/12/2025 | 38 days |
| 07/31/2025 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 08/14/2025 | 14 days |
| 07/31/2025 | DAY | Dayforce, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 14 days |
| 07/31/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 14 days |
| 07/31/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 08/14/2025 | 14 days |
| 07/24/2025 | MEDP | Medpace Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 08/14/2025 | 21 days |
| 07/23/2025 | RVTY | Revvity, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 22 days |
| 07/23/2025 | AVTR | Avantor, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 08/14/2025 | 22 days |
| 07/21/2025 | ANSS | ANSYS, Inc. - Common Stock Stock | Exchange | $1,001–$15,000 | the member | 08/14/2025 | 24 days |
| 07/18/2025 | GPOR | Gulfport Energy Corporation Common Shares Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 27 days |
| 07/15/2025 | RARE | Ultragenyx Pharmaceutical Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 30 days |
| 07/09/2025 | HOOD | Robinhood Markets, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 36 days |
| 07/09/2025 | RAL | Ralliant Corporation Common Stock Stock | Sale | $15,001–$50,000 | the member | 08/14/2025 | 36 days |
| 07/09/2025 | PTC | PTC Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 36 days |
| 07/09/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 36 days |
| 07/08/2025 | RAL | Ralliant Corporation Common Stock Stock | Sale | $15,001–$50,000 | the member | 09/12/2025 | 66 days |
| 07/07/2025 | MGY | Magnolia Oil & Gas Corporation Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 08/14/2025 | 38 days |
| 07/07/2025 | INSM | Insmed Incorporated - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 08/14/2025 | 38 days |
| 07/07/2025 | GPOR | Gulfport Energy Corporation Common Shares Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 38 days |
| 07/03/2025 | LUV | Southwest Airlines Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 42 days |
| 07/03/2025 | SMEGF | SIEMENS ENERGY AG Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 42 days |
| 07/03/2025 | RIO | Rio Tinto Plc Common Stock Stock | Sale | $1,001–$15,000 | the member | 08/14/2025 | 42 days |
| 07/03/2025 | K | Kellanova Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 08/14/2025 | 42 days |
| 07/03/2025 | GIS | General Mills, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 08/14/2025 | 42 days |
| 07/03/2025 | DSKYF | Daiichi Sankyo Co Ltd Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 08/14/2025 | 42 days |
| 07/03/2025 | – | Alameda County, CA Water District Financing Authority Bonds Government security | Sale | $50,001–$100,000 | the member | 08/14/2025 | 42 days |
| 07/01/2025 | – | San Diego, CA Unified School District GO Bonds Government security | Sale partial sale | $50,001–$100,000 | the member | 08/14/2025 | 44 days |
| 07/01/2025 | SWTX | SpringWorks Therapeutics, Inc. - common stock Stock | Sale | $15,001–$50,000 | the member | 07/10/2025 | 9 days |
| 07/01/2025 | APP | Applovin Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 9 days |
| 06/30/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 10 days |
| 06/30/2025 | DOX | Amdocs Limited - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 10 days |
| 06/27/2025 | XIACF | XIAOMI CORP Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 13 days |
| 06/27/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $15,001–$50,000 | the member | 07/10/2025 | 13 days |
| 06/27/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Sale | $1,001–$15,000 | the member | 07/10/2025 | 13 days |
| 06/26/2025 | WTW | Willis Towers Watson Public Limited Company - Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 14 days |
| 06/26/2025 | FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 14 days |
| 06/26/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 14 days |
| 06/25/2025 | NXPI | NXP Semiconductors N.V. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 15 days |
| 06/25/2025 | NEE | NextEra Energy, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 15 days |
| 06/25/2025 | CSGP | CoStar Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 15 days |
| 06/16/2025 | VCYT | Veracyte, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 24 days |
| 06/16/2025 | SBCF | Seacoast Banking Corporation of Florida - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 24 days |
| 06/16/2025 | RBC | RBC Bearings Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 24 days |
| 06/16/2025 | PPBI | Pacific Premier Bancorp Inc - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 24 days |
| 06/16/2025 | HQY | HealthEquity, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 24 days |
| 06/16/2025 | GTLS | Chart Industries, Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 24 days |
| 06/16/2025 | SKY | Champion Homes, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 24 days |
| 06/16/2025 | BOOT | Boot Barn Holdings, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 24 days |
| 06/11/2025 | RVTY | Revvity, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 29 days |
| 06/11/2025 | PTC | PTC Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 29 days |
| 06/11/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 29 days |
| 06/11/2025 | DAY | Dayforce, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 29 days |
| 06/11/2025 | CDRE | Cadre Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 07/10/2025 | 29 days |
| 06/11/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 07/10/2025 | 29 days |
| 05/30/2025 | YUM | Yum! Brands, Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | SLB | Schlumberger N.V. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | PFE | Pfizer, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | ORLY | O'Reilly Automotive, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | NOC | Northrop Grumman Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | MOH | Molina Healthcare Inc Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | LMT | Lockheed Martin Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | LEN | Lennar Corporation Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | LHX | L3Harris Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | KMI | Kinder Morgan, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | JNJ | Johnson & Johnson Common Stock Stock | Purchase | $15,001–$50,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | HUM | Humana Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | ELV | Elevance Health, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | COP | ConocoPhillips Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | CAG | ConAgra Brands, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | CNC | Centene Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/30/2025 | BA | Boeing Company Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 7 days |
| 05/29/2025 | PLD | Prologis, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/06/2025 | 8 days |
| 05/29/2025 | OKTA | Okta, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 8 days |
| 05/28/2025 | RVTY | Revvity, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 9 days |
| 05/28/2025 | PTC | PTC Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 9 days |
| 05/28/2025 | FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/06/2025 | 9 days |
| 05/28/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/06/2025 | 9 days |
| 05/27/2025 | SMFNF | Sumitomo Mitsui Financial Group Inc Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 06/06/2025 | 10 days |
| 05/27/2025 | NTDOF | NINTENDO CO LTD ORD Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 10 days |
| 05/20/2025 | USPH | U.S. Physical Therapy, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 17 days |
| 05/16/2025 | DAVA | Endava plc American Depositary Shares Stock | Sale | $1,001–$15,000 | the member | 06/06/2025 | 21 days |
| 05/15/2025 | UTZ | Utz Brands Inc Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 22 days |
| 05/15/2025 | FWRG | First Watch Restaurant Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 22 days |
| 05/13/2025 | PTC | PTC Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 24 days |
| 05/13/2025 | IR | Ingersoll Rand Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 24 days |
| 05/13/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/06/2025 | 24 days |
| 05/13/2025 | DAY | Dayforce, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 24 days |
| 05/13/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/06/2025 | 24 days |
| 05/09/2025 | RSNHF | Resona Holdings Inc Osaka Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 06/06/2025 | 28 days |
| 05/09/2025 | ENGQF | ENGIE SA ORD Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 28 days |
| 05/07/2025 | NEO | NeoGenomics, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 30 days |
| 05/07/2025 | KKR | KKR & Co. Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 30 days |
| 05/07/2025 | HLT | Hilton Worldwide Holdings Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/06/2025 | 30 days |
| 05/06/2025 | SEI | Solaris Energy Infrastructure, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 31 days |
| 05/06/2025 | SLAB | Silicon Laboratories, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 06/06/2025 | 31 days |
| 05/06/2025 | MTX | Minerals Technologies Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 31 days |
| 05/06/2025 | ICUI | ICU Medical, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 06/06/2025 | 31 days |
| 05/06/2025 | ATRC | AtriCure, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 06/06/2025 | 31 days |
| 05/02/2025 | BDRFF | Beiersdorf A G Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 4 days |
| 04/30/2025 | ALKT | Alkami Technology, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 6 days |
| 04/29/2025 | ZION | Zions Bancorporation N.A. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | YUM | Yum! Brands, Inc. Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | PFE | Pfizer, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | ORLY | O'Reilly Automotive, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | MOH | Molina Healthcare Inc Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $15,001–$50,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | MCK | McKesson Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | LMT | Lockheed Martin Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | KMI | Kinder Morgan, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | K | Kellanova Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | JNJ | Johnson & Johnson Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | HUM | Humana Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | ELV | Elevance Health, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | DXC | DXC Technology Company Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | – | DT Midstream, Inc. Common Stock | Sale | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | DOW | Dow Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | CNC | Centene Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | CPRI | Capri Holdings Limited Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | CP | Canadian Pacific Kansas City Limited Common Shares Stock | Sale partial sale | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/29/2025 | AMZN | Amazon.com, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/06/2025 | 7 days |
| 04/28/2025 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/06/2025 | 8 days |
| 04/28/2025 | PCVX | Vaxcyte, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 8 days |
| 04/28/2025 | PTC | PTC Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 8 days |
| 04/28/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/06/2025 | 8 days |
| 04/17/2025 | FLYW | Flywire Corporation - Voting Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/06/2025 | 19 days |
| 04/17/2025 | CRNX | Crinetics Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 19 days |
| 04/17/2025 | ALKT | Alkami Technology, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 19 days |
| 04/17/2025 | AGIO | Agios Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 19 days |
| 04/15/2025 | PCVX | Vaxcyte, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 21 days |
| 04/14/2025 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/06/2025 | 22 days |
| 04/14/2025 | PCVX | Vaxcyte, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 22 days |
| 04/14/2025 | SLAB | Silicon Laboratories, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/06/2025 | 22 days |
| 04/14/2025 | SRPT | Sarepta Therapeutics, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 05/06/2025 | 22 days |
| 04/14/2025 | IR | Ingersoll Rand Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 22 days |
| 04/14/2025 | FERG | Ferguson Enterprises Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 22 days |
| 04/14/2025 | ARMK | Aramark Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 22 days |
| 04/11/2025 | RNMBF | Rheinmetall Ag Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 25 days |
| 04/09/2025 | CHX | ChampionX Corporation Stock | Sale | $1,001–$15,000 | the member | 05/06/2025 | 27 days |
| 04/08/2025 | TME | Tencent Music Entertainment Group American Depositary Shares, each representing two Class A Ordinary Shares Stock | Sale | $1,001–$15,000 | the member | 05/06/2025 | 28 days |
| 04/08/2025 | SPHR | Sphere Entertainment Co. Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 28 days |
| 04/08/2025 | CACI | CACI International, Inc. Class A Common Stock Stock | Sale | $15,001–$50,000 | the member | 05/06/2025 | 28 days |
| 04/08/2025 | ARIS | Aris Water Solutions, Inc. Class A Common Stock Stock | Purchase | $50,001–$100,000 | the member | 05/06/2025 | 28 days |
| 04/07/2025 | WTW | Willis Towers Watson Public Limited Company - Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 05/06/2025 | 29 days |
| 04/07/2025 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 05/06/2025 | 29 days |
| 04/04/2025 | SPHR | Sphere Entertainment Co. Class A Common Stock Stock | Purchase | $15,001–$50,000 | the member | 05/06/2025 | 32 days |
| 04/03/2025 | ITCI | Intra-Cellular Therapies Inc. Stock | Sale | $1,001–$15,000 | the member | 05/06/2025 | 33 days |
| 04/01/2025 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 6 days |
| 04/01/2025 | PTC | PTC Inc. - Common Stock Stock | Purchase | $15,001–$50,000 | the member | 04/07/2025 | 6 days |
| 04/01/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 04/07/2025 | 6 days |
| 03/31/2025 | WYNN | Wynn Resorts, Limited - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | VTRS | Viatris Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $15,001–$50,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | PFE | Pfizer, Inc. Common Stock Stock | Sale | $15,001–$50,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | LH | Labcorp Holdings Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | JNJ | Johnson & Johnson Common Stock Stock | Purchase | $15,001–$50,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | HOLX | Hologic, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | HSIC | Henry Schein, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | F | Ford Motor Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | CNC | Centene Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 04/07/2025 | 7 days |
| 03/31/2025 | BA | Boeing Company Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 7 days |
| 03/26/2025 | – | Audent Hospitality Real Estate Fund I L.P. HN | Purchase | $1,000,001–$5,000,000 | the member | 04/07/2025 | 12 days |
| 03/24/2025 | UTZ | Utz Brands Inc Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 14 days |
| 03/24/2025 | SUPN | Supernus Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 14 days |
| 03/24/2025 | ITCI | Intra-Cellular Therapies Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 14 days |
| 03/24/2025 | HALO | Halozyme Therapeutics, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 14 days |
| 03/24/2025 | CBZ | CBIZ, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 14 days |
| 03/24/2025 | – | Antioch, CA, Unified School District GO Bonds Government security | Purchase | $250,001–$500,000 | the member | 04/07/2025 | 14 days |
| 03/20/2025 | TCTZF | Tencent Holdings Limited Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 18 days |
| 03/20/2025 | BCLYF | Barclays Plc Ord Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 18 days |
| 03/19/2025 | PANW | Palo Alto Networks, Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 19 days |
| 03/18/2025 | PANW | Palo Alto Networks, Inc. Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 20 days |
| 03/17/2025 | WRB | W.R. Berkley Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 21 days |
| 03/17/2025 | RBA | RB Global, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 21 days |
| 03/17/2025 | FERG | Ferguson Enterprises Inc. Common Stock Stock | Purchase | $15,001–$50,000 | the member | 04/07/2025 | 21 days |
| 03/17/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 21 days |
| 03/17/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 21 days |
| 03/14/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 04/07/2025 | 24 days |
| 03/13/2025 | PAR | PAR Technology Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 25 days |
| 03/07/2025 | ANCTF | ALIMENTATION COUCHE-TARD Stock | Sale | $1,001–$15,000 | the member | 04/07/2025 | 31 days |
| 03/04/2025 | – | The Vita Coco Company, Inc. | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 34 days |
| 03/04/2025 | TNDM | Tandem Diabetes Care, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 04/07/2025 | 34 days |
| 03/04/2025 | – | Paragon 28, Inc. Common Stock | Sale | $1,001–$15,000 | the member | 04/07/2025 | 34 days |
| 03/03/2025 | STRL | Sterling Infrastructure, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/06/2025 | 3 days |
| 03/03/2025 | HLMN | Hillman Solutions Corp. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/06/2025 | 3 days |
| 02/26/2025 | WYNN | Wynn Resorts, Limited - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | WBA | Walgreens Boots Alliance, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | LUV | Southwest Airlines Company Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | PFE | Pfizer, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | PCG | Pacific Gas & Electric Co. Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $15,001–$50,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Purchase | $15,001–$50,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | HUM | Humana Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | GM | General Motors Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | F | Ford Motor Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | EPAC | Enerpac Tool Group Corp. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | DG | Dollar General Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | DHR | Danaher Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | CMG | Chipotle Mexican Grill, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | CDNS | Cadence Design Systems, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | ANSS | ANSYS, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | ALGN | Align Technology, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/26/2025 | AKAM | Akamai Technologies, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/06/2025 | 8 days |
| 02/24/2025 | WTW | Willis Towers Watson Public Limited Company - Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 03/06/2025 | 10 days |
| 02/24/2025 | BSX | Boston Scientific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 03/06/2025 | 10 days |
| 02/20/2025 | ICFI | ICF International, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 03/06/2025 | 14 days |
| 02/19/2025 | – | El Camino CA Community College District GO Bonds Government security | Purchase | $250,001–$500,000 | the member | 03/06/2025 | 15 days |
| 02/10/2025 | – | Anaheim CA Elementary School District GO Bonds Government security | Purchase | $100,001–$250,000 | the member | 03/06/2025 | 24 days |
| 02/03/2025 | ICFI | ICF International, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 8 days |
| 01/31/2025 | – | U.S. Treasury Bills Government security | Sale | $250,001–$500,000 | the member | 02/11/2025 | 11 days |
| 01/31/2025 | HE | Hawaiian Electric Industries, Inc. Common Stock Stock | Purchase | $50,001–$100,000 | the member | 02/11/2025 | 11 days |
| 01/31/2025 | CACI | CACI International, Inc. Class A Common Stock Stock | Purchase | $15,001–$50,000 | the member | 02/11/2025 | 11 days |
| 01/30/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 12 days |
| 01/30/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 12 days |
| 01/29/2025 | USPH | U.S. Physical Therapy, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 13 days |
| 01/29/2025 | SWTX | SpringWorks Therapeutics, Inc. - common stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 13 days |
| 01/29/2025 | FNA | Paragon 28, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 13 days |
| 01/29/2025 | CRNX | Crinetics Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 13 days |
| 01/29/2025 | AVGO | Broadcom Inc. - Common Stock Option | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 13 days |
| 01/29/2025 | AGIO | Agios Pharmaceuticals, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 13 days |
| 01/28/2025 | WTW | Willis Towers Watson Public Limited Company - Ordinary Shares Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 14 days |
| 01/28/2025 | LNTH | Lantheus Holdings, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 14 days |
| 01/28/2025 | LRCX | Lam Research Corporation - Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 02/11/2025 | 14 days |
| 01/24/2025 | – | Walgreens Boots Alliance, Inc. | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $15,001–$50,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | SJM | The J.M. Smucker Company Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | CI | The Cigna Group Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | LUV | Southwest Airlines Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | – | Quest Diagnostics Incorporated | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | PFE | Pfizer, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | PCG | Pacific Gas & Electric Co. Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | MDLZ | Mondelez International, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | MCK | McKesson Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | K | Kellanova Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | JNJ | Johnson & Johnson Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | F | Ford Motor Company Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | EIX | Edison International Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | D | Dominion Energy, Inc. Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | DG | Dollar General Corporation Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | CVS | CVS Health Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | CCI | Crown Castle Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | BA | Boeing Company Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/24/2025 | ABNB | Airbnb, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/11/2025 | 18 days |
| 01/22/2025 | PAR | PAR Technology Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 20 days |
| 01/22/2025 | INTA | Intapp, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 20 days |
| 01/13/2025 | WTW | Willis Towers Watson Public Limited Company - Ordinary Shares Stock | Purchase | $15,001–$50,000 | the member | 02/11/2025 | 29 days |
| 01/13/2025 | WAB | Westinghouse Air Brake Technologies Corporation Common Stock Stock | Sale partial sale | $15,001–$50,000 | the member | 02/11/2025 | 29 days |
| 01/13/2025 | LNTH | Lantheus Holdings, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 29 days |
| 01/13/2025 | KLAC | KLA Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 29 days |
| 01/13/2025 | STZ | Constellation Brands, Inc. Common Stock Option | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 29 days |
| 01/13/2025 | KMX | CarMax Inc Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 29 days |
| 01/09/2025 | TCTZF | TENCENT HLDIGS LTD Stock | Sale | $1,001–$15,000 | the member | 02/11/2025 | 33 days |
| 01/08/2025 | LNTH | Lantheus Holdings, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 34 days |
| 01/08/2025 | XRAY | DENTSPLY SIRONA Inc. - Common Stock Stock | Sale | $1,001–$15,000 | the member | 02/11/2025 | 34 days |
| 01/07/2025 | WAB | Westinghouse Air Brake Technologies Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 35 days |
| 01/07/2025 | LNTH | Lantheus Holdings, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 35 days |
| 01/07/2025 | GDDY | GoDaddy Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 35 days |
| 01/07/2025 | FTV | Fortive Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 35 days |
| 01/07/2025 | FERG | Ferguson Enterprises Inc. Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 35 days |
| 01/07/2025 | XRAY | DENTSPLY SIRONA Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | the member | 02/11/2025 | 35 days |
| 01/07/2025 | APG | APi Group Corporation Common Stock Stock | Purchase | $1,001–$15,000 | the member | 02/11/2025 | 35 days |
The codes in the “Security” column come from the filing form. Where a code is unambiguous the page spells it out; otherwise the original code stays as it is.
About Gilbert Cisneros
Gilbert "Gil" Cisneros is a Democratic member of the U.S. House of Representatives for California's 31st congressional district. He previously represented the state's 39th district from 2019 to 2021, and in between served as Under Secretary of Defense for Personnel and Readiness under President Biden. A former U.S. Navy officer, he now sits on the House Armed Services Committee and the House Small Business Committee. As a member of Congress, Cisneros is required under the STOCK Act to disclose stock trades made by himself, his spouse, or dependent children. This page automatically compiles his reported trades: whether each was a purchase or sale, the legally mandated dollar range, and the trade and disclosure dates. Because lawmakers often gain early insight into market-moving legislation through committee work, their portfolio activity draws public attention - though a single filing says nothing on its own about intent or knowledge. The table reflects only the current state of official disclosures and is not investment advice.
Frequently Asked Questions
The table above shows Gilbert Cisneros's currently reported stock trades, including purchase or sale, the legal dollar range, and the trade and disclosure dates. It provides information on disclosed transactions and is not investment advice.
All figures come from the official disclosures the U.S. Congress requires under the STOCK Act, which House members and their family members must file for their own securities transactions.
The STOCK Act requires members of Congress to disclose stock trades within up to 45 days of execution. This page picks up new filings automatically as they're published, so the table above always reflects the latest reported status.
Both are possible. The STOCK Act's disclosure requirement covers the lawmaker's own transactions as well as those of a spouse or dependent children. The filing itself identifies which person made a given trade in its owner field.
Source
Official disclosure filings of the US Congress under the STOCK Act — the mandatory reports House members and senators file on their own securities transactions and those of their spouses and dependent children. Due within 30 days of learning about the transaction and no later than 45 days after the trade; amounts only as a statutory range.
These pages reproduce filed transactions. They are not investment advice, not a recommendation to buy, and not an accusation against the people named.